Effective B2B Workshop Strategies and Communication Framework
Explore key insights from the B2B Working Group Workshop presented by Chris Cormack. Topics include agenda details, attendance list, objectives, Cynefin Framework for problem-solving, and communication procedure development process. The workshop emphasizes simplifying B2B procedures for optimal market outcomes and innovation in metering services.
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Presentation Transcript
B2B WORKING GROUP WORKSHOP 16 August 2016 10:00 15:30 PRESENTED BY CHRIS CORMACK SLIDE 1
AGENDA 1. In Attendance 2. Objectives of meeting 3. Cynefin Framework framing complicated or complex problems 4. Process for development of Communication or Procedure Material 5. Worked Example Remote Re-energisation 6. New Connections 7. Adds and Alts 8. Detail of B2BWG/IEC Meeting Schedule 9. Next Steps SLIDE 2
IN ATTENDANCE AEMO: Chris Cormack Procedure Lead, Andrew Suwignjo SME, Paul Le Favi - SME. Retailer reps:, Mark Riley AGL Energy, Mara Tenis Lumo/Red Energy, Darren Bailey Origin Energy, Karly Train Energy Australia Distributor reps: David Woods SA Power Networks, Brett McLean United Energy, David Sales TasNetworks, Dino Ou Endeavour Energy Metering or Third Party reps: Dean Van Gerrevink/Paul Greenwood Vector, Shaun Cupitt - Acumen, Charles Coulson Metropolis Metering, Michael Cruse Active Stream Apologies Aakash Sembey Momentum, Anna Russo, Endeavour Energy. SLIDE 3
OBJECTIVE OF WORKSHOP Recap prioritised service list B2B communications principles, factors and required end product Define procedure drafting: o Communication Requirements o Parties for communication o Routing or system requirements o Back-up to communication o B2B communication process map o Timing requirements o Allow parties to meet other regulatory requirements B2B Procedures simple communications to affect metering and market outcomes. Should be simple, efficient, reliable and easy to implement and promote innovation in advanced meter services. They do not impose barriers to entry or discriminate between parties. They do protect confidential information and ensure a uniform approach in all states. SLIDE 4
CYNEFIN FRAMEWORK SLIDE 5 https://www.youtube.com/watch?v=N7oz366X0-8 https://www.youtube.com/watch?v=N7oz366X0-8
CYNEFIN FRAMEWORK IN CONTEXT Complex Complicated New Service where counterparty is new or unclear and the service is not yet fully defined Existing services where a change in role may be required OR New Service with existing counterparts Simple/Obvious Chaotic Current Services between two counterparties where procedures can remain Not applicable to B2B Procedures at this time SLIDE 6
PROCESS FOR GROUP DEVELOPMENT FOR EACH COMMINICATION/PROCEDURE AEMO to detail service/existing procedure description and communication process/parties and routing from existing material and group discussion Clarifying questions from the group Each participant provides a reaction to the proposal, except AEMO no discussion. AEMO to clarify or amend based on feedback Objections Do you see a reason why adopting this proposed communication procedure causes harm or moves us backward? Objection or No objection? Is the proposed procedure unnecessary or incomplete? known data is this likely to occur? If you objection is based on presently Will the proposal limit the effectiveness of one or more B2B parties/roles? If your objection is based on prediction is it safe to go with this drafting and revisit (adapt) Or no ? SLIDE 7
WORKED EXAMPLE REMOTE RE-EN MSATS If YES Update MSATS Retailer Send Re-en Service order identify Actioner and Notified Parties Follow on activities based on outcome Request to MP, Notification to DNSP, MC, MDP Response to Retailer, Notification to DNSP, MC,MDP B2B e-hub Routes Service Request and Notifications DNSP Metering co- ordinator MP Send Service Order Response (Y,N) Completes Request Or Not MDP Sender must identify actioner(s) and notified participants in this case Retailer asks MP to action. Message delivery time? Back-up by email or MSATS? SLIDE 8
WORKED EXAMPLE REMOTE RE-EN Message Content NMI, Address, other identifying data ie customer reference number Actioning Party usually MC or MP Notifying Parties DNSP, MC, MP, MDP or Retailer (if 3rd party initiated) Date/Time stamp Freetext or Message Field Response Only Successful Re-energisation (Y/N) Any other considerations? SLIDE 9
NEW CONNECTIONS Objective Identify B2B communication requirements 1. Who needs to receive the b2b communication and why? 2. When is communication required by (to and from)? 3. What information is required in this communication? (to support the expected outcome) 4. Other considerations? SLIDE 10
ADDITIONS AND ALTERATIONS Objective - Identify B2B communication requirements 1. Who needs to receive the b2b communication and why? 2. When is communication required by (to and from)? 3. What information is required in this communication? (to support the expected outcome) 4. Other considerations? SLIDE 11
DETAILED B2BWG/IEC MEETING SCHEDULE AUGUST/SEPTEMBER Description IEC Meeting Workplan for B2B procedure update B2B Working Group Meeting 1 B2B Working Prioritisation forum B2B Workshop 1 Service Order Process Part A New connections Adds and Alts B2B Workshop 2 Physical Re-energisation Physical De-Energisation Customer site details notification Notice of Works Meter Replacement Required (Fault or Failure) Site Abolishment Standard Meter Data Delivery (MDFF) Provide Meter Data Verifiy Meter Data Planned Interuption NMI Connection status 25-Jul 26-Jul 01-Aug 08-Aug 15-Aug 22-Aug 29-Aug 05-Sep 12-Sep 19-Sep 26-Sep AEMO to complete 03-Aug 09-Aug 17-Aug Major Update required Major Update required New Format New Format B2BWG input Legal & SME Review B2BWG input Legal & SME Review B2BWG Review B2BWG Review Final Final 22-Aug Keep pre-exisiting procedures that do not need major change - update for new format/counterparty Keep pre-exisiting procedures that do not need major change - update for new format/counterparty Keep largely intact add Life Support and ENM/MC changes based on pre-exting mark ups B2BWG to provide input B2BWG to provide input Keep pre-exisiting procedures that do not need major change - update for new format/counterparty Keep pre-exisiting procedures that do not need major change - update for new format/counterparty Keep pre-exisiting procedures that do not need major change - update for new format/counterparty Keep pre-exisiting procedures that do not need major change - update for new format/counterparty B2BWG to provide input B2BWG to provide input New Format & Redraft New Format & Redraft New Format & Redraft B2BWG review B2BWG review B2BWG review B2BWG input B2BWG input B2BWG review B2BWG review B2BWG review B2BWG review B2BWG input B2BWG input Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review Final Final Final Final Final Final Final Final Final Final Final New Format & Redraft New Format & Redraft New Format & Redraft New Format & Redraft B2B Working Group Workshop 3 Service Order Process Part B Remote De -energisation Remote Re-energisation Remote Meter Read - Scheduled Remote Meter Read - On Demand Remote Meter Re-configuration Remote NMI enquiry (Meter Installation) Load Management NMI Load Limit B2B Working Group Workshop 4 Network Tariff NMI supply Failure NMI supply restoration Provide Local Access Test Meter Equipment (Meter Investigation) Resolve communications Failure Combine & Centralise NMI Meter Investigation Revenue Assurance Miscellaneous Pre-Installation Query Meter Follow Up and Recovery Type 4a Scheduled Meter Read Freqency Change Update Report for IEC IEC Meeting B2B Working Group Meeting 5 Technical guidelines and specification Technical specification Other Technical Guidleines ROLR/ROCL any other considerations B2B Working Group Meeting 6 IEC Relaease draft for consultation 23-Aug Workshop Workshop Workshop Workshop Workshop Workshop Workshop Workshop B2BWG input B2BWG input B2BWG input B2BWG input B2BWG input B2BWG input B2BWG input B2BWG input Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review Legal & SME Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review B2BWG Review Final Final Final Final Final Final Final Final 07-Sep B2BWG to provide input B2BWG to provide input B2BWG to provide input Workshop Workshop Workshop Workshop Workshop Workshop Workshop Workshop Workshop Workshop B2BWG review Legal & SME Review B2BWG input Legal & SME Review B2BWG review Legal & SME Review B2BWG input Legal & SME Review B2BWG review Legal & SME Review B2BWG input Legal & SME Review B2BWG review Legal & SME Review B2BWG input Legal & SME Review B2BWG review Legal & SME Review B2BWG input Legal & SME Review B2BWG review Legal & SME Review B2BWG input Legal & SME Review B2BWG review Legal & SME Review REPORT TO IEC 10-Sep Final Final Final Final Final Final Final Final Final Final Final Final Final 16-Sep Need new technical specification for new procedures B2BWG review B2BWG input B2BWG review Legal & SME Review Final Legal & SME Review Final Legal & SME Review Final 28-Sep 30-Sep SLIDE 12
NEXT STEPS Next meeting Workshop 22 August SLIDE 13
