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Subject: RE: [tgf] FW: [oasis-charter-discuss] Retraction: Correction: Proposed Charter for OASIS Field Force Management (FFM) TC


I agree with Peter- I think that we could get sucked into an awful lot of detail when we have plenty of our own to address.


Regards

Nig

Nig Greenaway
Government Division

FUJITSU 
Lovelace Road, Bracknell, Berkshire, RG12 8SN
Tel: +44 (0) 843 354 5637 Internal: 7302 5637 
Mob : +44 (0) 7867 833147 Internal: 7383 3147
E-mail: nig.greenaway@uk.fujitsu.com
Web: http://uk.fujitsu.com 

-----Original Message-----
From: Peter F Brown [mailto:peter@peterfbrown.com] 
Sent: 28 April 2011 16:52
To: John Borras; 'TGF TC List '
Subject: RE: [tgf] FW: [oasis-charter-discuss] Retraction: Correction: Proposed Charter for OASIS Field Force Management (FFM) TC

I was wondering the same. Only concern is whether this is too much in the detail for us...?
But definitely close links with our concerns...

Peter F Brown
Independent Consultant
www.peterfbrown.com
Twitter @pensivepeter
+1.310.694.2278

Sent from my Phone - Apologies for typos and brevity - it's hard to type on a moving planet

-----Original Message-----
From: John Borras
Sent: Thursday, 28 April, 2011 7:42
To: 'TGF TC List '
Subject: [tgf] FW: [oasis-charter-discuss] Retraction: Correction: Proposed Charter for OASIS Field Force Management (FFM) TC

Colleagues

 

Given that our TG proposition includes delivering frontline services on the
ground, eg home visitors, field inspectors etc, as well as office based
delivery, this new TC would seem to be well within our scope.  So should we
join it and influence it’s outcome by feeding in eGov requirements or just
monitor its work and reference it in our TGF?

 

Regards

John Borras

 

Chair OASIS TGF Technical Committee

 

m. +(0)44 7976 157745

Skype:  gov3john

www.oasis-open.org/committees/tc_home.php?wg_abbrev=tgf

 

 

From: Chet Ensign [mailto:chet.ensign@oasis-open.org] 
Sent: 28 April 2011 15:33
To: Chet Ensign
Cc: tc-announce@lists.oasis-open.org;
oasis-charter-discuss@lists.oasis-open.org; members@lists.oasis-open.org;
board-plus@lists.oasis-open.org; tab@lists.oasis-open.org; Carol Geyer;
Robin Cover; Scott McGrath
Subject: [oasis-charter-discuss] Retraction: Correction: Proposed Charter
for OASIS Field Force Management (FFM) TC

 

Apologies again: A little calendar dyslexic this morning. The original
comment close date of 12 May 2011 is correct. 

 

 

On Apr 28, 2011, at 10:30 AM, Chet Ensign wrote:





Correction: The comment period shall remain open until 11:45 pm ET on 12
June 2011. 

 

Apologies for the confusion. 

 

 

On Apr 28, 2011, at 10:25 AM, Chet Ensign wrote:





To OASIS Members:

A draft TC charter has been submitted to establish the OASIS Field Force
Management (FFM) Technical Committee (below). In accordance with the OASIS
TC Process Policy section 2.2:
(http://www.oasis-open.org/committees/process-2010-07-28.php#formation) the
proposed charter is hereby submitted for comment. The comment period shall
remain open until 11:45 pm ET on 12 May 2011.

OASIS maintains a mailing list for the purpose of submitting comments on
proposed charters. Any OASIS member may post to this list by sending email
to: mailto:oasis-charter-discuss@lists.oasis-open.org. All messages will be
publicly archived at:
http://lists.oasis-open.org/archives/oasis-charter-discuss/. Members who
wish to receive emails must join the group by selecting "join group" on the
group home page:
http://www.oasis-open.org/apps/org/workgroup/oasis-charter-discuss/.
Employees of organizational members do not require primary representative
approval to subscribe to the oasis-charter-discuss e-mail list.

A telephone conference will be held among the Convener, the OASIS TC
Administrator, and those proposers who wish to attend within four days of
the close of the comment period. The announcement and call-in information
will be noted on the OASIS Charter Discuss Group Calendar.

We encourage member comment and ask that you note the name of the proposed
TC (FFM) in the subject line of your email message.

Best regards,

/chet 
----------------
Chet Ensign
Director of Standards Development and TC Administration 
OASIS: Advancing open standards for the information society
http://www.oasis-open.org <http://www.oasis-open.org/> 

Primary: +1 973-378-3472
Mobile: +1 201-341-1393

Follow OASIS on:
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-----

OASIS Field Force Management (FFM) Technical Committee

Name of the TC:
OASIS Field Force Management (FFM) TC


Statement of Purpose:
Enterprises that deploy large field staffs to deliver services to their
customers face a host of data use and integration challenges.  As the
on-site representatives of the enterprise, their field force serve as remote
nodes for the entire organization, offering and delivering services,
delivering information, committing the enterprise to future actions, and so
on.  Each of those "field work" operations may touch multiple central data
stores, including: 

-- the contact data in a CRM, 
-- job ticketing (task tracking and completion) systems,
-- the enterprises's inventory and accounting systems, whether integrated
into an ERP system or not,
-- records of completed installations, for purposes of product life cycle
service and future customer relationship purposes,
-- sales, management and human resources systems tracking the field agents,
and so on.

In addition to the challenge of connecting and coordinating multiple
enterprise data systems, field force management also heavily depends on the
ability to carry data across to the field staff, who often are at the other
end of loosely-coupled, heterogeneous networks composed of many disparate
nodes.  The devices expected to work together and share meaningful data
include mobile phones (enterprise and personal), smartphones, personal PIMs,
laptops, company mainframes, and other special purpose devices, and are used
in a highly mobile fashion requiring robust abilities to represent and reuse
location data.  

The term ìField Workî in this context refers to unit of work that is
expected to be conducted by individual (or group of closely co-operating
individuals) without need for strong supervisory guidance at each step.
Specification of such unit of work contains sufficient amount of information
necessary for accomplishing expected activity in self-guided way, within
expected time window and resulting into desired outcome.
Such a task may be completely independent of other activities, or be part of
a larger project where number of activities are planned for and scheduled in
relation to each other.

In the context of FFM TC effort, field work is not limited to particular
industry segment or activity type.  For example, field works in telecom,
utility, facility maintenance, community services, construction, and others
would be valid subject for FFM TC effort, as well as certain types of
activities regardless of business segment (e.g. sales or field surveys).

The FFM TC will develop an integration interface that can be used between
systems responsible for work planning and systems responsible for field
request communication towards the addressable field force.  In such
scenario, a standardized, semantically rich and problem-domain-neutral
interface is required.  In order to enable fast delivery of fully integrated
software solutions addressing the needs of both types of system.

Due to fast-changing business requirements typical for field service value
chains that interface should be able to accommodate desired changes in
content and interaction patterns without need for extensive customization of
already deployed systems.  The common data structures must be capable of
rapid, flexible revision and extension, without disruption, to maintain the
systems' ability to faithfully represent changes in business models, plans,
and support structures.    


Scope of Work of the TC:
The TC will specify a generic, extensible, vendor-neutral integration
interface, based on open standards, for relaying field work requests between
one or more work planning and one or more field communication systems.
Principal use cases for the interface include:

-- field work request dispatching (including request updates and
cancellations), and 
-- collection of status and input data from the field in a reliable and
scalable manner.

The TC may identify additional use cases for inclusion.

The FFM interface shall specify at least one protocol bindings.  And the TC
may specify bindings (or provide guidance) for use of multiple alternative
protocols, such as a variety of messaging systems or formats, or different
degrees of information security.


Out of Scope:
The FFM TC will not address implementation aspects of the systems generating
field work requests, nor of the systems accepting and making those available
to field personnel.  FFM's projects is to provide an interface and data
specifications permitting those two classes of black box to interoperate,
generally without perturbing the behaviors inside those boxes.  However, the
protocol bindings, shared data models, and related interface requirements
that the FFM Interface provides may impose some requirements on systems that
employ it.  

Testing materials are out of scope.  This TC shall not develop FFMII
conformance test suite materials (other than the conformance clauses as may
be required within a specification), nor conformance certification methods
for implementations of the issued specifications.  For these and similar
activities, a parallel Adoption Committee may be considered for creation at
a later time, if deemed desirable.


List of Deliverables: 
The FFM TC plans to produce several related deliverables within both the
OASIS Standards Track and Non-Standards Track.

Standards Track Deliverables:

-- Field Force Management Integration Interface (FFMII) specification
(primary base specification), which may be one or several related
specifications as the TC deems desirable.  The FFMMI may include one or more
formal taxonomies or code lists for the compact and efficient re-use of
recurring information.  [[9] months from the first meeting.]

-- Such FFMII related technical artifacts (e.g., data models and
machine-readable API) as the TC deems desirable.

Non-Standards Track Deliverables:

-- FFMII non-technical overview.  [[9] months from the first meeting]
-- FFMII business drivers and design goals statements.  [[9] months from the
first meeting.]
-- Use case scenarios and exemplar models.  [[9] months from the first
meeting.]

The TC's deliverables shall re-use and leverage existing open data standards
and architectures where possible.


IPR Mode Under Which the TC Will Operate:
RF on Limited Terms Mode.


The Anticipated Audience or Users of the Work: 
The anticipated audience for TC deliverables produced within the OASIS
Standards Track includes independent software vendors (ISVs) active in the
area of work planning systems and in field communication systems.
Similarly, systems integrators focusing on delivery of integrated and
coherent model-driven solutions for respective customers will be candidates
for using the standardized technology.

The anticipated audience for TC deliverables produced within the OASIS
Non-Standards Track is business entities conducting field activities and
seeking guarantees of interoperability between systems.  Such businesses
typically need to address different aspects of field operations and to
support interaction between disparate systems.

Industry strategists, independent consultants, and device designers may
benefit from the results of the FFM TC's work as well.


Language of the Technical Committee:  
The TC will conduct its business in English.


Non-normative Information Regarding the Startup of the TC: 

Similar or applicable work:  
The proposers are unaware of any currently published work that fulfills the
interface scope described here using open data standards.  The following
existing specifications and documents may be relevant or of interest:

- XML (W3C) as way of data serialization for exchange
- SOAP (W3C) as one of applicable protocol bindings 
- xCal (IETF) for serialization of scheduling information 
- OASIS WS-Calendar (in progress)


First meeting:
Date: Wednesday, 29 June 2011
Time: 9:00AM EDT
Location (in person or by telephone): Telephone
Sponsor: Nokia Siemens Networks


Meeting schedule and Sponsor:
Nokia Siemens Networks is the sponsor of these meetings.  It is anticipated
that the initial release of the FFMII interface shall be produced through
regular [biweekly] teleconference meetings, together with [semiannual]
physical sessions as the TC deems appropriate, until reaching a releasable
state.

The meeting schedule for subsequent maintenance releases and interface
extensions will be driven by identified need for enhancements, based on
experience from existing deployments. 

It is anticipated that deliverables produced on the Non-Standards Track will
be developed through work in regular meetings and asynchronously on the TC's
mailing list, with informal rounds of TC review comments and draft
revisions, until deemed completed by the appropriate TC votes.


Names, Electronic Mail Addresses, and Membership Affiliations of at least
Minimum Membership Who Support This Proposal:

Timo Perala, timo.perala@nsn.com, Nokia Siemens Networks
Pertti Lounamaa; pertti.lounamaa@pajatman.com; Pajat Management.
Sami Vaskuu; sami.vaskuu@newelo.com; Newelo Oy
Juha Tuominen; juha.tuominen@rossum.fi; Rossum Oy
Juha Tiihonen; juha.tiihonen@tkk.fi; Aalto University


Primary Representative Statements of Support: 

Timo Perala, Head of Services and Operations Standard, timo.perala@nsn.com,
Nokia Siemens Networks.  I approve the FFM TC charter.

Pertti Lounamaa, primary representative, pertti.lounamaa@pajatman.com, Pajat
Management.  I approve the FFM TC Charter.  Providing a standardized
interface between workforce scheduling systems and mobile field data
collection systems will help SMEs like Pajat Management to effectively
address markets in collaboration with other vendors in ways that it could
not do alone.

Sami Vaskuu, CTO, Newelo Oy, sami.vaskuu@newelo.com, as the primary
representative of Newelo, I approve the FFM TC Charter.

Johannes Lehtinen, Senior SW Architect, johannes.lehtinen@rossum.fi, Rossum
Oy.  I approve the FFM TC Charter.  Having supplied mobility related data
transfer services since 2000, Rossum Oy warmly welcomes all standardization
effort targeted at mobile work force management and field work reporting
interfaces.  We are confident that the FFM TC Charter will produce a
high-quality outcome that will definitely boost the co-operation and
cross-fertilization of various solutions and services in the field force
management area.

Juha Tiihonen, Project Manager of Product Data Management Group,
juha.tiihonen@tkk.fi, Aalto University, School of Science, Department of
Computer Science and Engineering.  I approve the FFM TC charter.


Convener:
Thinh Nguyenphu; thinh.nguyenphu@nsn.com; Nokia Siemens Networks

Member Section: 
None

Contributions of Existing Technical Work:
None

Draft Frequently Asked Questions (FAQ) document:
TBD

Proposed Working Title and Acronym for the Specification(s):
The base specification shall be named the Field Force Management Integration
Interface (FFMII) specification. 




 

/chet 

----------------

Chet Ensign

Director of Standards Development and TC Administration 

OASIS: Advancing open standards for the information society
 <http://www.oasis-open.org/> http://www.oasis-open.org

 

Primary: +1 973-378-3472

Mobile: +1 201-341-1393

 

Follow OASIS on:
LinkedIn:     <http://linkd.in/OASISopen> http://linkd.in/OASISopen
Twitter:         <http://twitter.com/OASISopen> http://twitter.com/OASISopen
Facebook:   <http://facebook.com/oasis.open> http://facebook.com/oasis.open

 

 

 

 

/chet 

----------------

Chet Ensign

Director of Standards Development and TC Administration 

OASIS: Advancing open standards for the information society
 <http://www.oasis-open.org/> http://www.oasis-open.org

 

Primary: +1 973-378-3472

Mobile: +1 201-341-1393

 

Follow OASIS on:
LinkedIn:     <http://linkd.in/OASISopen> http://linkd.in/OASISopen
Twitter:         <http://twitter.com/OASISopen> http://twitter.com/OASISopen
Facebook:   <http://facebook.com/oasis.open> http://facebook.com/oasis.open

 

 

 


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