Integrated Technologies will be conducting a Level 1 Electronic Commerce/EDI/XML Certification Program for Auditors, Developers, Evaluators, Investigators, Program Managers, Policy Makers, Regulators and Law Enforcement Personnel at the Georgetown University Conference Center (GUCC), Washington, D.C., between April 10-14 and October 30- November 3. The program will include: Implementing Purchasing, AP and AR EC/EDI/XML Programs Implementing Logistics EC/EDI/XML Programs Implementing Healthcare EC/EDI/XML Programs (New) Implementing Utilities EC/EDI/XML Programs (New) Implementing Financial EC/EDI/XML Programs Auditing EC/EDI/XML Programs Managing EC/EDI/XML Programs Enrollment will be strictly on a first come first serve basis. Certification will only be provided to participants completing assigned case studies. For specific information, please refer to: http://www.edi-info-center.com http://www.technology-info-center.com Cost: At GUCC, Government participants - $1200 per person for the entire 5-day program; non-government participants - $1980 per person. Group discounts are available. Other courses provided in other facilities are: Advanced EC/EDI/XML Architecture EC/EDI/XML for Government Agencies EC/EDI/XML for Policy Makers EC/EDI/XML for Auditors, Investigators, Evaluators, etc. EC/EDI/XML for Law Enforcement Tools for EC/EDI/XML Researchers and Practitioners Participants in recent EC/EDI/XML programs include but not limited to U.S. Department of Defense; the Pentagon; U.S. Department of Treasury; U.S. Postal Service; U.S. Navy; U.S. Air Force, U.S. Department of Interior; NASA; Center for Disease Control; State of Texas; State of California; State of Idaho; State of New Mexico; members of the U.S. President's Council on Integrity and Efficiency and Federal Audit Executive Committee; government ministries and agencies of Japan, South Korea, Thailand, Brazil, Canada, Egypt, Turkey, etc.; Toyota, American Honda, Nissan, Mitsubishi, Mobil, the GAP, Bergen Brunswig, Motorola, Intel, Hewlett-Packard, Qualcomm, Epson, Canon, Mellon Bank, Tokai Bank, and other Fortune 40,000 companies; and, multi-national companies. Cordially, melody [EMAIL PROTECTED] Phone: (800) 949-9278 FAX: (626) 918-6115 **************************************************************************** IMPLEMENTING PURCHASING, ACCOUNTS PAYABLE, AND ACCOUNTS RECEIVABLE EC/EDI/XML PROGRAMS This course is structured to assist MIS, accounts payable, accounts receivable, taxation, human resources, logistics (customs, warehouse, transportation, freight packager/forwarder, containers entities, etc.) and finance departments in the successful planning and implementation of EC/EDI/XML programs with tiers 1, 2 and 3 trading partners. Course participants will complete case studies on applications, such as order entry, billing, bar code, logistics, tax reporting and EFT, using the following ANSI X12 transaction sets (and equivalent Web HTML and XML documents): 149 (Notice of Tax Adjustment or Assessment); 150 (Tax Rate Notification); 151 (Tax Return Acknowledgment); 153 (Unemployment Insurance Tax Claim or Change Information); 214 (Transportation Carrier Shipment Status); 521 (Income or Asset Offset); 810/INVOIC (Invoice); 813 (Tax Return); 820/PAYORD/REMADV (Payment and Remittance); 824/APERAK (Application Advice); 832 (Price/Sales Catalog); 826 (Tax Information Exchange); 830 (Planning Schedule); 846 (Inventory Inquiry/Advice); 850/ORDERS (Purchase Order); 852 (Product Activity Data); 855/ORDERSP (Purchase Order Acknowledgment); 856 (Shipment Notice/Manifest); 860 (Purchase Order Change Request); 865 (Purchase Order Change Acknowledgment/Request); 867 (Product Transfer and Resale Report); 869 (Order Status Inquiry); 870 (Order Status Report); 997/CONTRL (Functional Acknowledgment); and, others. Other topics include: EDI envelopes, segments, elements, and data dictionary; translators, mappers, and interfaces; communications software; value added network, value added bank, ISPs, etc.; CCD+/CTP/CTX formats; banks, federal and state agencies; industry associations, publications and events; trading partner legal documents; audit procedures; operational contingencies; EC/EDI/XML administration and coordination; hub and spoke implementation; trends and implications of EC/EDI/XML; the economics of EC/EDI/XML; barriers to EC/EDI/XML justification and implementation; and, re-engineering implications in JIT, Vendor Managed Inventory (VMI), Evaluated Receipt Settlement (ERS), Automated Replenishment and closed-loop Supply Chain environments. This course also includes case studies on Year 2000, EDIFACT, EDI, INTERNET (FTP, SMTP/MIME, HTTP), XML/EDI and CALS implementation and transition methodologies for various tiers of applications and trading partners in the areas of business process re-engineering and full product life-cycle management. Pre-requisite: None. IMPLEMENTING LOGISTICS EC/EDI/XML PROGRAMS This course examines the use of close to 50 percent of the ANSI X12 and equivalent EDIFACT messages, Web HTML and XML documents that are logistics related to support the provisioning, movement of products and services across the supply chain in the following areas: automatic identification; warehousing; containers; port authorities; trucking; rail; ocean; air freight; freight forwarding; packaging; GPS; bonding; financial; postal services, customs, EPA, DEA and other regulatory agencies; and others. The course was structured based on lessons learned and best practices from several large-scale and successful logistics EC/EDI/XML programs in the justification, planning, development, pilot, full production rollout, and ongoing support of ERP, VMI, JIT, ERS, Automated Replenishment, and closed-loop supply chain applications across domestic and international boundaries. Course participants will complete case studies on logistics using the following ANSI X12 transaction sets and equivalent Web HTML and XML documents: 856 (Advanced Shipment Notice/Manifest); 861(Receiving Advice); 214 (Shipment Status); 100/200/300/400/900 series ANSI X12 transaction sets and equivalent EDIFACT messages from customs, transportation (ocean, rail, truck and air), container and freight forwarding, warehouse companies; etc. This course also includes case studies on Year 2000, EDIFACT, EDI, INTERNET (FTP, SMTP/MIME and HTTP), XML/EDI and CALS implementation and transition methodologies for various tiers of applications and trading partners in the areas of business process re-engineering and full product life-cycle management. Pre-requisite: Implementing Purchasing, Accounts Payable and Accounts Receivable EC/EDI/XML Programs, or equivalent experience. IMPLEMENTING FINANCIAL EC/EDI/XML PROGRAMS This course was developed based on lessons learned and best practices from several large-scale and successful financial EC/EDI/XML implementations. It is structured to assist treasury, finance, A/P, A/R, logistics, healthcare, and purchasing departments in their successful justification, planning, development, pilot run, full production rollout, and ongoing support of financial EC/EDI/XML programs. Course participants will complete case studies using the following ANSI X12 transaction sets and equivalent Web HTML and XML documents: 820/PAYORD/REMADV (Payment and Remittance); 821 (Financial Information Reporting); 822 (Account Analysis); 823 (Lockbox); 824 (Application Advice); 826 (Tax Information Exchange); 827 (Financial Return Notice); 828 (Debit Authorization); 829 (Payment Cancellation); 831 (Application Control Totals); CDX+, CTX, SWIFT and other formats from Bank of America, Citibank, Chase Manhattan, Union Bank, First Chicago, NationsBank and Sterling Commerce; Tax filing documents with the IRS and state agencies (149, 150, 151, 813, 826, 941, etc.); Consolidated invoices (110, 210, 811, 864 and 980) from Federal Express, UPS, Airborne Express, Roadway, Pacific Bell, Southwestern Bell, BellSouth, AT&T; health-related documents such as 270 (Eligibility Coverage or Benefit Inquiry), 271 (Eligibility, Coverage or Benefit Information), 834 (Benefit Enrollment and Maintenance, 835 (Health Care Claim Payment/Advice), 148 (Report of Injury, Illness or Incident), UB82, UB92, HCFA and HL7 from various institutions; Logistic data (856, 861, 100/200/300/400/900 series ANSI X12 transaction sets and equivalent EDIFACT messages) from customs, transportation (ocean, rail, truck and air), container and freight forwarding companies. Other topics include: integration with healthcare, AP/AR, logistics, inventory management and purchasing applications; FEDI over Internet; and, re-engineering implications of Financial EC/EDI/XML implementation in JIT, Vendor Managed Inventory (VMI), Evaluated Receipt Settlement (ERS), Automated Replenishment, and closed-loop Supply Chain environments. This course also includes case studies on Year 2000, EDIFACT, EDI, INTERNET (FTP, SMTP/MIME and HTTP), XML/EDI and CALS implementation and transition methodologies for various tiers of applications and trading partners in the areas of business process re-engineering and full product life-cycle management perspectives. Pre-requisite: Implementing Purchasing, Accounts Payable and Accounts Receivable EC/EDI/XML Programs, or equivalent experience. AUDITING EC/EDI/XML PROGRAMS Most EC/EDI/XML implementations are reactive, resulting in the use of "cut and paste" methodology. It is amazing that "mission critical applications" of major industries and companies increasingly depend on systems that were put together in a haphazard fashion. The components of most EC/EDI/XML programs maybe classified into four major categories: process improvement opportunities; status quo; ticking timebombs; and, failures. This course was structured to identify, classify, prioritize and recommend steps in evaluating and managing these components from the following perspectives: methodology, control, security, legal, disaster recovery, and business integration. Course participants will evaluate the effectiveness of their EC/EDI/XML programs in Just in Time (JIT), Vendor Managed Inventory (VMI), Evaluated Receipt Settlement (ERS), Automated Replenishment and closed-loop Supply Chain environments. This course includes case studies on Year 2000, EDIFACT, EDI, INTERNET (FTP, SMTP/MIME and HTTP), XML/EDI and CALS implementation and transition methodologies for various tiers of applications and trading partners from the business process re-engineering and full product life-cycle management perspectives. Pre-requisite: Implementing Purchasing, Accounts Payable and Accounts Receivable EC/EDI/XML Programs; and any one of the following courses: Implementing Logistics EC/EDI/XML Programs; Implementing Financial EC/EDI/XML Programs; Implementing Healthcare EC/EDI/XML Programs; or, equivalent experience. MANAGING EC/EDI/XML PROGRAMS As more business applications make the transition from paper-based to electronic-based media, the task of planning, managing, and supporting these projects becomes increasingly complex. This workshop examines and presents program management techniques utilized by companies with successful EC/EDI/XML programs. Guidelines for the following subjects are discussed: budget; schedule; job descriptions; education and training, legal agreement; evaluation and selection of EDI/XML translator, VAN, ISPs, security tools; selection of banks for EFT applications; identifying EDI applications; documentation; trading partner questionnaire; QA/QC; audit and controls; facilitating EC/EDI/XML implementations; achieving critical mass; outsourcing; integration with legacy systems; managing various tiers of EC/EDI/XML trading partners; managing EC/EDI/XML and other emerging technologies; ANSI X12, EDIFACT, HTML and XML; disaster recovery and other contingencies; and archival requirements. Most participants take this course to develop and enhance their EC/EDI/XML programs in JIT, Vendor Managed Inventory, Evaluated Receipt Settlement, Automated Replenishment and Closed-loop Supply Chain environment. This course includes case studies on Year 2000, EDIFACT, EDI, INTERNET (FTP, SMTP/MIME and HTTP), XML/EDI and CALS implementation and transition methodologies for various tiers of applications and trading partners from the business process re-engineering and full product life-cycle management perspectives. Course participants will work on case studies on managing EC/EDI/XML programs. Pre-requisite: Implementing Purchasing, Accounts Payable and Accounts Receivable EC/EDI/XML Programs; any one of the following: Implementing Logistics EC/EDI/XML Programs or Implementing Financial EC/EDI/XML Programs or Implementing Healthcare EC/EDI/XML Programs; and, Auditing EC/EDI/XML Programs; or, equivalent experience. ********************************************************** Clarification and recommendations from the instructor: 1. How are the courses structured within the program? The courses are related and dependent on each other. The case study portion of subsequent course(s) is built on top of the case studies of the previous course(s). After the lecture portion, where concepts, technologies, best practices and lessons learned are discussed, the class is divided into workgroups. Take note that the lecture portion is very intense and engaging to the point that the instructor utilizes no less than 4 projectors, 2 laser pointers and 50+ flip charts pasted on the walls at the same time. A workgroup can consist of participants from the same organization, or across organizations with similar interest, applications, etc. During the case study portion of the first course (IMPLEMENTING Purchasing AP and AR EC/EDI/XML PROGRAMS and IMPLEMENTING LOGISTICS EC/EDI/XML PROGRAMS), participants in each workgroup will develop models of purchasing and logistics programs within a company, or across companies, or across industries, or across national boundaries, or trading blocks at the process, document and operation levels. Then, during the second course (IMPLEMENTING FINANCIAL EC/EDI/XML PROGRAMS) the same workgroup will enhance the case study model from course number 1 to include financial process, document and operation levels. Then, during the third course (AUDITING EC/EDI/XML PROGRAMS), the same workgroup will audit the current state and future states of the model, which by this time consists of purchasing, AP/AR, logistics and finance processes. Then during the MANAGING EC/EDI/XML PROGRAMS, the full program or project plan is developed based on the models from courses 1, 2 and 3. At the end of each course, each workgroup is required to present it's case study in front of the entire class. After completing all 4 case studies, participants normally go back to their respective organizations to enhance, modify and implement the models that they developed during the week-long program. During these sessions, it is normal for each active workgroup to generate the equivalent of at least 20 flip charts. The courses currently provide contents to the following audience: Accountants, Auditors, Developers, Evaluators, Financial Managers, Investigators, Lawyers, Planners, Program Managers, Policy Makers, Regulators and Law Enforcement Personnel. For competitive reasons, some workgroups, particularly those working for the same organization, may elect to present a scaled-down version of the model to the class, and make a separate arrangement with the instructor for the rest. The instructor reserves the right to refuse would-be participants who did not complete the pre-requisites. 2. How do successful EC/EDI/XML hubs (organizations with sufficient purchasing clout or franchise to mandate their standards to hundreds/thousands of trading partners, like Wallmart, U.S. Navy, etc.) participate in these programs? The most successful participants in these programs are organizations sending a team of qualified representatives from various affected functional areas of Electronic Commerce, EDI, Internet, Business Process Re-Engineering, Planning, Operations and various user organizations. Reasons: FIRST, since these are the same functional areas that will be working together after the program, their inputs and participation during the case study portion makes the models closer to reality; SECOND, the class environment encourages interaction amongst these functional areas; THIRD, the instructor(s) and other participants critique and provide inputs after each presentation which adds value to the models. These successful hubs not only send representatives from the most critical and affected functional areas of their organizations but also require critical trading partners (referred to as spokes) to do the same. During the case-study portion of each course, workgroups with representatives from both the hubs and spokes are trained at the same time with their counterparts, and discuss actual issues under the watchful eye of the instructor(s). This approach facilitates the EC/EDI/XML implementation within and across industries. 3. How do companies not yet involved or relatively new in EC/EDI/XML benefit from the program? Answer: These companies accelerate their learning curve in a vendor neutral environment. Moreover, the case studies presented by various workgroups provide insight that is hardly matched through some other means in terms of depth, focus and magnitude. 4. The EC/EDI/XML program appears to be directed to the largest organizations. Answer: Not true. In reality, the Small-to-Medium Sized (SMEs) companies need this program more than the larger organizations. The reason for this is most SMEs only have one opportunity to do it right, or irreversibly and hopelessly fall behind. The largest organizations have access to capital markets, technology and other resources in ways that most SMEs can only dream of. 5. Are these programs mostly technical? Answer: No. Depending on the background of participants, 10%-20% of the entire program is technical. Most of the time is spent on business, process topics and case-studies. At the beginning of the program, each participant will be asked to identify his or her background, functions and objectives. This information will then drive the program, in terms of: amount of time and depth spent on each topic; what case studies to develop; how many workgroups; etc. 6. Why do participants take the same program several times? Answer: each time the program is conducted the content increases by at least 50%. For instance, during the last 2 sessions, the contents of the Georgetown University Conference Center program increased by 150%. Some program participants repeat taking the program every 6 months. 7. How will vendors benefit from the program? Answer: It is an opportunity to network and determine the requirements of the industry. Take note that selling is strictly prohibited during the class. 8. For any other questions, please direct your questions to the primary instructor at: [EMAIL PROTECTED]; phone: (800) 949-9278; FAX: (626) 918-6115. ======================================================================= To signoff the EDI-L list, mailto:[EMAIL PROTECTED] To subscribe, mailto:[EMAIL PROTECTED] To contact the list owner: mailto:[EMAIL PROTECTED] Archives at http://www.mail-archive.com/edi-l%40listserv.ucop.edu/
