Logicterm

ISO Integration Standards ISO Integration Standards

Private Sector Transfer Private Sector Transfer

27th November 2008

Dr L P Anderson

leonard.anderson@logicterm.co.uk

2Dr L P Anderson©2003-200804/10/23

Logicterm1980s

Data Management Research

Shell UK Corporate Data Model

HistoryHistory

Internal Shell projects

Kalido Commercial Release

Reference data catalogues for Shell and Unilever

Transaction systems for HBOS, BP, HP etc MDMUK Patent granted

Kalido

Flexible Data Modelling Prototypes

Oil Management Data Warehouse

Developing High Quality Data Models.

ISO Standard For Exchange of Product Data (STEP)

2003ISO18876

ISO10303 ISO15926

Standards Work

20 years research & development20 years research & development

3Dr L P Anderson©2003-200804/10/23

Logicterm Top Down ConceptsTop Down Concepts

Model the World

Logical

Data Models

Data Stores

Concepts

Concepts cross domainsConcepts cross domains

4Dr L P Anderson©2003-200804/10/23

Logicterm Spatio-temporal paradigmSpatio-temporal paradigm

Life-Cycle

Events

Monitoring

ISO 10303 sets life cycle modelling standards ISO 10303 sets life cycle modelling standards

A “thing” exists in space and time dimensions

It has a life cycle associated with events

States are defined by events

Sp

ace

Time

ISO 10303

5Dr L P Anderson©2003-200804/10/23

Logicterm

FoundationConcepts

GeneralConcepts

Discipline-specificConcepts

Der

ived

con

cept

s

Select Relevant ConceptsSelect Relevant Concepts

ApplicationModel

ApplicationModel

Mapping and

translationIntegration

Model Subset

Integration Model Subset

Subset

Selection

Time is a non-negotiable dimensionTime is a non-negotiable dimension

Thing Mass Identity Service Event

Relationship Length Type Parties State

Time Time Time Time Time

ISO 18876

ISO 15926

ISO 10303

6Dr L P Anderson©2003-200804/10/23

Logicterm RoadmapRoadmap

Requirements

Design

Implementation

Logical

Data Models

Data Stores

Concepts

IntegrationModel

Shared Data

Agree integration componentsAgree integration components

Re-usable components

New, map top-down

Legacy, map bottom-up

7Dr L P Anderson©2003-200804/10/23

Logicterm Family of standardsFamily of standards

An integration model and standard reference data can reduce interface cost by 60% - 75% (Prof Matthew West 2003)

E-GIF is like ISO 15926

Principles & Paradigms

ISO 10303

IntegrationModel

ISO 18876

StandardReference

Data

ISO 15926 (4)

Exchange Templates

ISO 15926 (2)Templates

Using standards achieves benefits Using standards achieves benefits

8Dr L P Anderson©2003-200804/10/23

Logicterm ISO 18876 ISO 18876

The International Standard for interoperability between heterogeneous systems

It delivers an extensible integration model which helps to: integrate data from different sources share data among applications map data with different coding structures resolve conflict between models

Can test existing integration architecturesCan test existing integration architectures

9Dr L P Anderson©2003-200804/10/23

Logicterm Methodology Methodology

Modellingparadigm &principles

Integrationmodel

ApplicationModel 1

ApplicationModel 2

ApplicationA 1

ApplicationA 2

Exchangemapping

specifications

Inputs

OutputsApplication

A 3

ApplicationModel 3

extension

Needs excellent analysts & toolsNeeds excellent analysts & tools

ISO 18876

ISO 15926

ISO 10303

10Dr L P Anderson©2003-200804/10/23

Logicterm Children’s Social ServicesChildren’s Social Services

Person

Person

Person

Data Model – 58 Entities (+550 pages of description & process model)Data Model – 58 Entities (+550 pages of description & process model)

11Dr L P Anderson©2003-200804/10/23

Logicterm Basic ConceptsBasic Concepts

Identify “Things” and eventsIdentify “Things” and events

Location:Address, school, residence, Grid ref, …

Person:Child, parent, officer, doctor, volunteer, teacher, social worker …

Organisation:Family, agency, department, council, external, supplier, …

Time:Year, month, day, hour …

Case:Event types, risk, incidents, referral, tracking, …

Transaction Set:Event risk, visit, effort, cost, …

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Logicterm Integration ModelIntegration Model

FamilyRelationship

Class ofRelationship

Type of Class of

Relationship

Classificationby Need

TakeAction

Location

Family/Person

Family Individual Employee ExternalPerson

Organisation

ExternalOrganisation

InternalOrganisation

GroupOrganisation

Document

Event (Action)

Case

Organisation Type

Class of Event

Type ofEvent ClassRisk

ResponsiblePartySubject of

Concepts, relationships, classes, types and transactionsConcepts, relationships, classes, types and transactions

13Dr L P Anderson©2003-200804/10/23

Logicterm ResultsResultsOrganisation (All)Action Action3 (All)Action Case3 (All)Document (All)Year (All)Quarter (All)Month (All)Day (All)Class of Event (All)Type of Class of Event (All)Risk Level Risk3 (All)Transaction Note (All)

Sum of Take Action Count Action Risk3 Family / Person Low Risk Medium Risk

Bill Bates 6.00Derek Park 1.00Fay Weller 2.00 11.00Hazel Nutt 5.00James Park 1.00Lily Shoesmith 2.00 10.00Mary Shoesmith 2.00Mel Baxter 1.00Nora Shoesmith 4.00Olive Shoesmith 2.00Park Family 3.00Paul Wade 1.00 7.00Peach Bates 4.00Queenie Bates 2.00Sally Wade 1.00 1.00Sharon Shoesmith 2.00 2.00Trout Family 3.00Wade Family 4.00 POC with 5 days effortPOC with 5 days effort

Merged social care, police & health model systems

Created star schema

Consolidated risk events

14Dr L P Anderson©2003-200804/10/23

Logicterm Public Sector OntologyPublic Sector Ontology

Doctor

Stethoscope

Uses

Child

School

Attends

Public Sector

HealthFamilies Transport

Travels to

Child

School

Bus

using Travels to

Person Assetuses

OrganisationLocation

Need

ServiceOutcome

has

addressed byprovided by

Works for

creates

Applies for

Patient

Assessment

Applies for

GeneralPractice

Provided by

Welfare Benefits

Applicant

HousingBenefit

Applies for

Evidence

Verifies

Obtains

Eligibility

at

Applicable if

Satisfied by

Paul Davidson

15Dr L P Anderson©2003-200804/10/23

Logicterm

Application Model 2

ProcessProcess

Integration Model

Application Model 1

Map concepts firstMap concepts first

16Dr L P Anderson©2003-200804/10/23

Logicterm DataData ExchangeExchange

• Create master data and exchange templates with domain specific “ISO 15926” (e-GIF)

• Move or view data via mapped relationships• Extend Integration Model at any time

Application Models AM1 AM2

Integration Model

Data Mapping

IM

AMn

IM+ ISO 18876

“ISO 15926”

Map data after modelingMap data after modeling

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Logicterm Should it be followed up?Should it be followed up?

“It’s a no brainer”

- Andrew Pinder, 1st Feb 2007

18Dr L P Anderson©2003-200804/10/23

Logicterm What Next? What Next?

Opinion from Information & Integration Domains

Leadership decision to try an ISO standard

Working group for Proof of Concept 2 or 3 application domains, integration model Test integration for MDM or data warehouse

Review

Pilot Live systems

Business Case

Public Sector benefits from planning & efficiencyPublic Sector benefits from planning & efficiency

19Dr L P Anderson©2003-200804/10/23

Logicterm HBOS Case StudyHBOS Case Study

Annual spend £1.7 billion

Desire to save £300 million from merger

Purchasing seen to have quick-win potential Simplify supplier relationships – 32,000 of them Negotiate price reductions Prepare for incremental changes

Transforming business requirementsTransforming business requirements

Halifax Bank ofScotland

HBOSPlus subsidiaries

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Logicterm Starting PositionStarting Position

Different structured organisations

Different ledger and purchasing systems

Impractical to create single view of suppliers or group consolidations

Estimated many years to replace with single replacement operational system

Modelling led solutionModelling led solution

+ +++ =

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Logicterm Speed of DeliverySpeed of Delivery

Staff in five different locations all see the same information

Group-wide commodity structure, consolidating and re-ordering 17,000 account codes into 27 commodities across 142 categories

Incremental integration within one yearIncremental integration within one year

Project Start

Feb 2002 May 2002

Phase 1

Quick Wins,eg Stationery

Jan 2003

Phase 2

Complex requirements

eg fleet management, holistic views

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Logicterm BenefitsBenefits

Improved contract negotiation - new and existing

Identified cost savings initiatives

Prioritised time on “influenceable spend”

Reduced the time spent by users and buyers

Increased collaboration across business units

Streamlined efficiency of business processes

Tracked compliance with group contracts

All contribute to bottom line performanceAll contribute to bottom line performance

23Dr L P Anderson©2003-200804/10/23

Logicterm 96% percent of 150 companies polled are

running E-supply management systems but only an average 11% of their cost base. The main problem cited was a lack of integration with existing procurement systems. (AT Kearney)

We wanted a safe, lower-cost incremental solution, the system has already cut staff time spent on procurement, reduced wastage by 25 percent at a saving of around €500,000 a year, and clipped purchase costs on stationery and the like by at least 2 percent. (Taylor, HBOS)

Some quotesSome quotes

Key words are integration and incrementalKey words are integration and incremental