Tài liệu Module 9: Creating a B2B Integration Design pptx

Contents Overview 1 Lesson: Creating a Project Vision 2 Lesson: Creating a Project Design 8 Review 15 Lab A: Creating a B2B Integration Design 16 Course Evaluation 24 Module 9: Creating a B2B Integration Design Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, e-mail address, logo, person, place or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. 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The names of actual companies and products mentioned herein may be the trademarks of their respective owners. Module 9: Creating a B2B Integration Design iii Instructor Notes This module provides students with a guide for the creation of a business-to-business (B2B) integration design plan. The module reviews concepts that were presented in earlier modules about the elements of trading partner integration, and gives students an opportunity to synthesize the elements. After completing this module, students will be able to: ! Research their organization’s goals to create a project vision for a B2B integration solution. ! Research their organization’s technical requirements to create a project design for a B2B integration solution. To teach this module, you need the following materials: ! Microsoft ® PowerPoint ® file 2420A_09.ppt ! Video file 2420A_09v005.wmv ! Video file 2420A_09v010.wmv To prepare for this module: ! Read all of the materials for this module. ! Complete the lab. ! Play the video files. Presentation: 30 minutes Lab: 75 minutes Required materials Preparation tasks iv Module 9: Creating a B2B Integration Design How to Teach This Module This section contains information that will help you teach this module. Lesson: Creating a Project Vision This lesson focuses on the first part of the design specification, the project vision. It reintroduces the concept of a design specification from Module 2, “Conducting Project Research,” as a way to state the goals of a design plan and how the organization plans to achieve those goals. The content in this lesson is drawn from Modules 1, “Introduction to B2B Integration,” and Module 2, and is meant as review and preparation for the paper-based lab at the end of this module. To begin, students gather information about their organization and its goals. They also gather information about their trading partners that can influence the overall design. Lesson: Creating a Project Design This lesson focuses on the second part of the design specification, the project design. The content in this lesson is drawn from Modules 3 through 8 of this course and is meant as review and preparation for the paper-based lab. Students can also use this lesson as a checkpoint to assess their mastery of the material that they learned during the course. This lesson provides you, as an instructor, the opportunity to clarify and reinforce the major decision points of a B2B integration solution with the students before they leave the class. Lab: Creating a B2B Integration Design This lab introduces students to Hanson Brothers, a company that is considering B2B integration with one or more of its trading partners. Students will watch videos of several Hanson Brothers representatives as they discuss the business situation of the company and the goals and requirements of their own departments. In Exercise 1, Creating a Project Vision, introduce the exercise and then play the video file 2420A_09v005.wmv. After students finish watching the video, divide them into design teams and have them answer the questions in the exercise. Then, ask students to discuss their answers as a class. In Exercise 2, Creating a Project Design, introduce the exercise and then play the video file 2420A_09v010.wmv. After students watch the second video, in which Hanson Brothers representatives provide additional information, tell the students to continue to work in their design teams and create a high-level B2B design plan that satisfies the requirements that are stated in the videos. Then, ask the design teams present their designs, and have them discuss the designs as a class for the remainder of the day. At a minimum, student answers should include the design points from the second lesson of this module. The lab answer that is provided is neither complete nor definitive. It is intended as a sample of what a solution may include. Use the lab answer to encourage classroom debate and discussion about the solutions that the students create. Module 9: Creating a B2B Integration Design v The design lab is scheduled for 75 minutes, but it can run longer depending on classroom participation and enthusiasm. After students watch the Exercise 1 video, divide them into small teams and ask them to spend 15 minutes discussing the scenario and preparing answers for Exercise 1. Then, discuss the answers with the class. After students watch the second video, ask them to spend 45 minutes discussing the scenario and preparing answers for Exercise 2. Then, ask each team to present its answers to the class. Although the lab scenario provides a clear path to certain design decisions, it contains enough ambiguity to encourage student discussion and debate. Students may disagree with the answers that are provided in the Delivery Guide and the Student Materials compact disc. Disagreement is acceptable if the student can provide adequate business or technical justification. To increase student involvement, ask a representative of each team to present the team’s answers to the class and then defend the design. Timing Discussion vi Module 9: Creating a B2B Integration Design Customization Information This section identifies the lab setup requirements for a module and the configuration changes that occur on student computers during the labs. This information is provided to assist you in replicating or customizing Microsoft Official Curriculum (MOC) courseware. This module contains a single paper-based design lab. There are no hands-on labs in this module, and as a result, there are no lab setup requirements or configuration changes that affect replication or customization. Module 9: Creating a B2B Integration Design 1 Overview ! Creating a Project Vision ! Creating a Project Design ***************************** ILLEGAL FOR NON - TRAINER USE ****************************** In business-to-business (B2B) integration, no generic solutions exist because each organization is unique and has different business and technical requirements, processes, and systems. For example, some large organizations use a sophisticated electronic data interchange (EDI) infrastructure and have spent years perfecting B2B business practices. In contrast, some midmarket organizations still use paper catalogs and enter orders manually. To create a design that translates your goals into actions, you complete a design specification. In the first part of the design specification, called the project vision, you research and document your organization’s business goals and drivers for B2B integration. In the second part, called the project design, you specify actions that your organization must take to meet your goals and complete your B2B integration solution. After completing this module, you will be able to: ! Research your organization’s goals to create a project vision for your B2B integration solution. ! Research your organization’s technical requirements to create a project design for your B2B integration solution. Introduction Objectives 2 Module 9: Creating a B2B Integration Design Lesson: Creating a Project Vision ! Business Information to Obtain ! Trading Partner Information to Obtain ! Components of a Design Specification ! Components of a Project Vision ***************************** ILLEGAL FOR NON - TRAINER USE ****************************** To guide the integration of your trading partners, you create a design specification that lists the problems that your organization faces and how you intend to solve them. To begin, you gather information about your business and your trading partners. Then, you complete the components of the project vision. After completing this lesson, you will be able to: ! Describe the information to obtain about your business. ! Describe the information to obtain about your trading partners. ! Explain the major components of a design specification. ! Organize your high-level design criteria in a project vision. Introduction Lesson ob j ectives Module 9: Creating a B2B Integration Design 3 Business Information to Obtain ! Trading partners " Current and potential trading partners " Integration requirements ! Product information and catalog management " Location of information " Catalog creation ! Order processing " How your organization receives and processes purchase orders " Level of integration with other business systems ***************************** ILLEGAL FOR NON - TRAINER USE ****************************** To create a successful B2B integration solution for your organization, gather the necessary background information about your organization and your trading partners. Three major factors influence your design: the buyers who buy your products, the catalogs that present product information to buyers, and the order processing transactions that occur when buyers buy from you electronically. You must identify your current and potential B2B trading partners. Your trading partners and their integration requirements directly influence the scope and complexity of your design. Simple integration designs may connect your organization with a single online marketplace, whereas complex designs may integrate your organization with multiple individual buyers and their dissimilar infrastructures. To create catalogs that meet the requirements of your trading partners, first identify where your organization currently stores product information and how it manages that information. Then, identify how you create your catalogs and whether they are electronic, paper, or both. Knowing the complexity of your catalog creation process will help you allocate time and resources for planning the project, so that you can create catalogs rapidly for your trading partners. Trading partners must be able to submit purchase orders (POs) electronically to your organization for order processing. How your organization receives and processes orders and the degree of automation that you want will determine to what extent you will integrate your organization’s business systems. You can choose to do a small amount of internal integration of your business systems or a significant amount. For example, you may decide only to integrate purchase order receiving and internally route POs to an Enterprise Resource Management (ERP) system. Or, you may decide to integrate your POs throughout your full procurement cycle and process the entire transaction electronically from start to finish through many dissimilar business systems. Introduction B2B tradin g partners Product information Order processing 4 Module 9: Creating a B2B Integration Design Trading Partner Information to Obtain For each trading partner, obtain: " Business practices and requirements " Preferred business document schemas " Preferred protocols for transmitting business documents " Security of information " Trading partner restrictions " Service level agreement ***************************** ILLEGAL FOR NON - TRAINER USE ****************************** In the planning stages of your integration design, identify the main trading partners that you consider to be candidates for B2B integration. As a supplier, your trading partners may be marketplaces, buyers, or both. Understand the requirements and restrictions of each trading partner so that you can design the most appropriate B2B integration solution. A trading partner agreement is a document that lists the essential components that are necessary to integrate a trading partner in your B2B system. A typical trading partner agreement includes: ! Business practices and requirements. The trading partner’s typical business processes, including how it submits orders and transmits other types of business documents, such as invoices. ! Preferred business document schemas. The type of Extensible Markup Language (XML)-based schemas that the trading partner uses for electronic catalogs, purchase orders, and other business documents. ! Preferred protocols for transmitting business documents. Trading partners can specify one or more Internet protocols to use. ! Security of information. The measures that you will take to protect business documents and other trading partner information, including securing the protocol that you use to transmit business documents. ! Trading partner restrictions. Limitations on the size of catalogs and any other technical restrictions that affect your B2B integration solution. ! Service level agreement. A technical document that specifies the level or quality of service that you and your trading partner guarantee to provide to each other. Because a trading partner agreement is legally binding, it is strongly recommended that you consult with your organization’s legal representatives before you create one. Introduction Trading partner agreement Importan t [...]... Also, develop a strategy to maintain your organization’s profile in UDDI so that the information is always up to date ! Use of UDDI to locate trading partners Determine how your organization will search the UDDI registry and how you will validate the accuracy and authenticity of the information that you obtain from it 14 Module 9: Creating a B2B Integration Design Considerations for Integrating XML Web... services Module 9: Creating a B2B Integration Design 15 Review ! Creating a Project Vision ! Creating a Project Design *****************************ILLEGAL FOR NON-TRAINER USE****************************** 1 A business manager in your organization states as a goal of B2B integration: increase customer satisfaction with order processing How can you rephrase this objective as a project metric that it is... Services also enables Hanson Brothers to write event handling code that is automatically invoked upon the success or failure of credit card validation Module 9: Creating a B2B Integration Design 23 Hanson Brothers will create an XML Web service to provide order status information for trading partners By using XML Web services, any of Hanson Brothers’s trading partners can integrate the order status data... greater Seattle area and, as a result, we’re totally dependent on the local construction market Recently, our largest trading partner, Fabrikam, Inc., began purchasing materials through Northwind Traders, a vertical home builder marketplace Fabrikam now gives preferential treatment to suppliers that sell through Northwind Traders, and Fabrikam announced that it will stop doing business with nonB2B-enabled... as: solve, such as: Problem statement Problem statement # Lost sales and customer defection # Lost sales and customer defection # Mandate from large B2B trading partner # Mandate from large B2B trading partner Business drivers Business drivers # Specific motivating factors for B2B integration, such as: # Specific motivating factors for B2B integration, such as: # Decrease transaction costs # Decrease... your catalog supports remote shopping sessions ! Catalog transformation method It is unlikely that all of your trading partners will use the same catalog schema So, include in your project design a method for transforming catalogs from your format to other common XML formats Two tools that you can use to automate catalog transformation are Microsoft® BizTalk Accelerator for Suppliers (AFS) and BizTalk... information # Business information # Technical Information # Technical Information Registration and Registration and maintenance of maintenance of UDDI information UDDI information # Registration of your organization # Registration of your organization # Publication of business and technical information # Publication of business and technical information # Maintenance of your organization’s profile # Maintenance... importantly, our potential trading partners outside of the Seattle area, know about Hanson Brothers and the business services that we offer After we get B2B capabilities, we need to make it as easy as possible for other companies to integrate with us online.” Module 9: Creating a B2B Integration Design 21 Interview with the CIO: ! “One of our trading partners, a luxury home builder, wants to provide a. .. a B2B Integration Design Considerations for Designing and Publishing Catalogs Design issues Design issues Criteria to consider Criteria to consider Catalog properties Catalog properties Catalog update methods Catalog update methods Support for remote shopping sessions Support for remote shopping sessions Catalog design Catalog design # # # # # # Catalog Catalog transformation transformation method... organization’s technical requirements to create a project design for your B2B integration solution Prerequisites Before working on this lab, you must have knowledge about B2B trading partner integration Introduction In this lab, Hanson Brothers, a building materials supplier, has hired you to help it make the transition to B2B e-commerce You will form design teams in class to create a B2B integration . Lesson: Creating a Project Vision 2 Lesson: Creating a Project Design 8 Review 15 Lab A: Creating a B2B Integration Design 16 Course Evaluation 24 Module. configuration changes that affect replication or customization. Module 9: Creating a B2B Integration Design 1 Overview ! Creating a Project Vision ! Creating