WG1 Message Content and Business Process

Report
The BII initiative
The path towards more efficient
procurement in Europe
CEN
WS/BII
Jostein Frømyr
CEN WS/BII3
Vice-chair,
technical
coordination
Brussels
December 10, 2013
1
Agenda
CEN
WS/BII
1.
What is CEN WS/BII?
2.
What can we offer today?
3.
What have we achieved so fare?
4.
How are we relevant to the up-coming European Standard
for electronic invoicing
2
Vision and mission
CEN
WS/BII

The vision of the BII Workshop is that all organizations – independent
of whether they are public or private and whatever their size and
nationality - are enabled to conduct electronic business in an effective
and efficient manner, significantly lowering costs for transaction
processing.

The CEN WS/BII Workshop mission is to spread and facilitate the use
of e-procurement standards by suppliers and buyers, and especially
public administrations, by:




identifying requirements (including legal) regarding e-procurement
standards;
providing a general framework for the organizational and semantic levels of
interoperability for the electronic procurement documents;
supporting the implementation of commonly applied international eprocurement standards;
providing organizational support to ensure the governance and maintenance
for those requirements.
3
CEN
WS/BII
What is CEN WS/BII?

Business Interoperability Interfaces for public procurement
in Europe (CEN WS/BII)

A workshop under CEN

Phase 1  CWA 16073
Phase 2  5 CWAs

CWA 16559
BII Tender
Notification
profile
CWA 16560
BII Use of
profiles in the
tendering
process
CWA 16561 BII
eCatalogue
profiles
CWA 16558
Architecture
CWA 16562 BII
Post Award
profiles
4
BII guides implementation of
standards

CEN
WS/BII
The focus of BII is on collecting European requirements and to
provide guidance for consistent implementation of existing
international developments.
The standards
UN/CEFACT
SIMPLE, TRANSPARENT AND EFFECTIVE PROCESSES
FOR GLOBAL BUSINESS.
The implementation
guide
The implementation
5
CEN
WS/BII
Scope of work
The scope of work for the workshop
continues to be on achieving
interoperability along whole
procurement process, with a B2G
perspective, including where possible
also a B2B perspective (which in the
post-award is very close to B2G perspective).
Pre-awarding phases
Post-awarding phases
Notification
identify call for tender
need
preparation
Access
eSubmission
Awarding
Contract
Ordering
Fulfilment
Invoicing
Payment
CEN
WS/BII
Our approach
A Profile is a technical specification
describing:
Goal

Requirements


Validation

Syntax
the choreography of the business
process(es) covered,
the electronic business
transactions exchanged as part of
the business process,
the business rules governing the
execution of that business
process(es), its business
collaborations and business
transactions, as well as any
constraints on information elements
used
the information content of the
electronic business transactions
exchanged documented in the form
of transaction Information
Requirement Models.
Core information requirements
CEN
WS/BII

BII is defining core information requirement models
 the set of information elements sufficient to cater for the
generally expressed business requirements applicable
throughout the European market.

BII specifications can be implemented as is, but are also
intended for further customization.
BII
Business
Transaction
Customized
Business
Transaction
8
Consistancy througout the whole
Procurement process
Pre-awarding phases
CEN
WS/BII
Post-awarding phases
Notification
identify call for tender
need
preparation
Access
eSubmission
Awarding
Contract
Ordering
Fulfilment
Invoicing
Payment
CWA 16559 eNotification
CWA 16560 eTendering
CWA 16561
eCatalogue
CWA 16562 Post-award
CWA 16558 Architecture
9
CEN
WS/BII
eNotification – CWA 16559

Liaison eTendering  eNotification


One type of business process to submit
the publication of a procurement notice
and to retrieve status
Deliveries:

Profile specification:


Transaction information requirements:




Profile BII-10 eNotification

Linked with the eTendering profiles
BiiTrns064 Pre-award Publication Library

F1Prior information notice,

F2 Contract notice,

F3 Contract award notice
BiiTrns065 NoticePublicationResponse
Syntax binding to UBL
Validation tool
eTendering - CWA 16560
Profile
BII11
Transaction / Information requirement model
Qualification
BiiTrns41
Qualification
BiiTrns45
Tender Reception Notification
BII22
Call for Tender
BiiTrns40
Call for Tender
BII34
Call for Tender
BiiTrns40
with Catalogue
BiiTrns69
Template
Tendering Simple BiiTrns44
Call for Tender
BII12
BiiTrns45
BII35
CEN
WS/BII
Tendering Simple BiiTrns44
with Catalogue
BiiTrns68
BiiTrns45
Pre-award Catalogue Template
Tender
Tender Reception Notification
Tender
Pre-award Catalogue
Tender Reception Notification
11
eCatalogue – CWA 16561
CEN
WS/BII
Post-award – CWA 16562

CEN
WS/BII
Grouping of profiles into processes :
 Ordering
 Fulfillment
 Invoicing
 Payment
13
Architecture - CWA 16558
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
K.
L.
M.
N.
O.


CEN
WS/BII
BII - Guideline - Profile Architecture
BII - Guideline - Capturing of Business Requirements
BII - Guideline - Conformance and Customizations
BII - Guideline - Implementation and Use of Validation Artifacts
BII - Guideline - Business Rules Description Mechanism
BII - Guideline - Code List Management
BII - Code Lists
BII - Guideline - Data format
BII - Guideline - Message Envelope Specification
BII - Guideline - Attachments Handling
BII - Guideline - Syntax Binding Methodology
BII - Guideline - Application of Electronic Signature
BII - Profile 36 - Message Level Response
BII - Report - Long Term Governance
BII - Report - Versioning and Change management
BII - Report - Governance Model - V1.0.0
BII - Presentation - Governance of the Life Cycle Management
14
Scalable solutions
CEN
WS/BII
Trough the use of
Profiles, BII provides
for flexible and scalable
implementation of the
various business
processes in
eProcurement
15
CEN
WS/BII
BII is operational!
CEN
WS/BII3
e-notification e-tendering
e-Prior / Open e-PRIOR
Dev
Pre-award Post-award
e-ordering e-fulfilment e-ivoicing
e-catalog e-catalog
Dev
PEPPOL / OpenPEPPOL
Prod
Prod
Prod
Prod
Prod
Dev
Austria
Prod
Prod
Denmark
Dev
Prod
Iceland
Dev
Ireland
Prod
Italy
Prod
Prod
Nederland
Dev
Spain
Prod
Denmark
Prod
Base for the coming
EN on electronic
invoicing to public
sector in Europe ?
Prod
Norway (EHF)
Sweden
Other
Dev
Dev
Prod
Prod
Prod
Prod
Prod
Dev
Prod
Prod
Prod
Dev
16
BII is a success at least in Norway



Since July 1, 2012 central government agencies has been mandated to
receive electronic invoices according to the EHF specification.
EHF is an implementation/customization of BII.
Today we have

More than 8.000 businesses sending more than 320.000 invoices in October 2013.

More than 90% of businesses and 50% of transactions is in private sector.
A monthly growth rate of some 30%


CEN
WS/BII
If this growth continues there will be some 61 million invoices
exchanges next year, covering approximately 1/3 of the total invoice
volume in Norway.
17
Denmark


CEN
WS/BII
Planning to implement Dispatch Advice in a pilot in
NemHandel beginning of next year
Assuming the pilot is a success we will move on to
implement the other BII documents

In the beginning I think we will focus on documents/profiles that
we do not already have in OIOUBL - like pre-award.
18
Sweden

Since 2008 all government agencies have been
mandated to receive and send electronic invoices.




CEN
WS/BII
The standard that they shall use i Svefaktura; from UBL; i e an
earlier version of the CEN/BII invoice.
Next year it will also be the CEN/BII Invoice (PEPPOL BIS) as an
alternative.
The agencies shall now continue with ordering process
electronically and the standard is CEN/BII Order Only profile.
Municipalities and regions have started with e-invoicing
and the whole ordering-invoice process since many
years.


Also using deliverables from CEN/BII.
Almost 70 % of all municipalities and 95 % of all regions/county
councils have e-invoicing and many of them receive 50-75 % einvoices(in structured format)
19
CEN
WS/BII
How is BII relevant to the upcoming European Standard for
electronic invoicing?
20
A robust and tested methodology
European business
requirements
Technology
neutral
CEN
WS/BII
Global business
requirements
BII profile
 Business goals
 Business Requirements
 Business process
 Information Requirement Model
 Business rules
BII Validation Tools
BII Syntax Binding
 Compliance
 Implementation guidance
Business Requirement
Specification
&
Required Information
Model (Semantic model)
Message Model
&
syntax standards
Technology specific
21
CEN
WS/BII
Relevant deliverables
European business
requirements
Technology
neutral
BII profile
Invoicing
 Business Requirements
BII01 – Invoice Only
BII05 – Billing (invoice
and Credit Note)
 Business process
 Information Requirement Model
 Business rules
Trns010 – Invoice
Trns014 – Credit Note
 Business goals
BII Validation Tools
BII Syntax Binding
 Compliance
 Implementation guidance
UBL Invoice 2.1
UN/CEFACT CII D11A
Technology specific
22
Example from BII 05 - Billing

CEN
WS/BII
The goals
23
Example from BII05 – Billing (2)

CEN
WS/BII
The business process
24
Example from BII05 – Billing (3)

CEN
WS/BII
Business requirements
Business processes:
•
Accounting
•
Invoice verification
•
VAT reporting
•
Auditing
•
Payment
•
Inventory
•
Delivery process
•
Customs clearance
•
Marketing
•
Reporting

Information requirements
25
Example from BII05 – Billing

CEN
WS/BII
Business rules
26
Example from BII05 – Billing

CEN
WS/BII
Information Requirement Model
27
Example from BII05 – Billing

CEN
WS/BII
Syntax binding
28
Validation tool
CEN
WS/BII
29
An engaged and growing user
community

CEN
WS/BII
The BII deliverable have been, or are in the process of being,
implemented in several countries – especially in the area of
invoicing!
e-notification e-tendering
e-Prior / Open e-PRIOR
Dev
Pre-award Post-award
e-ordering e-fulfilment e-ivoicing
e-catalog e-catalog
Dev
PEPPOL / OpenPEPPOL
Prod
Prod
Prod
Prod
Prod
Dev
Austria
Prod
Prod
Prod
Denmark
Dev
Prod
Iceland
Dev
Ireland
Prod
Italy
Prod
Prod
Nederland
Prod
Norway (EHF)
Dev
Spain
Prod
Sweden
Other
Dev
Dev
Prod
Prod
Prod
Prod
Prod
Dev
Dev
Dev
Prod
30
CEN
WS/BII
A SHORT RECAP…..
31
Summary of achievements

Engaged stakeholders

Robust methodology

Useful deliverables

Actual implementation

Recognition of the added value
CEN
WS/BII
BII is contributing to
making procurement
in Europe more
efficient!
Page 32
BII enables interoperable
e-procurements solutions



CEN
WS/BII
BII Profiles allow for
interoperability at the
organizational level.
BII Information
Requirement Models
allow for interoperability at
semantic level.
BII syntax binding and
validation tools supports
interoperability at technical
level.
33
CEN
WS/BII
What’s in the future?

Continue the work initiated by CEN
WS/BII, and further refined under
CEN WS/BII 2, to support
interoperability in electronic
procurement and business.

Provide increased value to the BII
user community by
1.
2.
3.
Filling the gaps to ensure that all
relevant aspects of e-procurement
are covered
Facilitate increased use through
capacity building
Securing the continued relevance of
the BII deliverables by providing a
focal point for governance and
lifecycle management
34
CEN
WS/BII
More information:
http://www.cenbii.eu/
THANK YOU FOR YOUR
ATTENTION!
35

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