Bilateral Transactions Programme

Bilateral Transactions Programme

Pathfinder Group – meeting 28

9 November 2021

Agenda

Welcome and introductions – (5 mins)

Review of previous meeting minutes/actions – (5 mins)

MOSL update – (25 mins)

Pathfinder update – (15 mins)

AOB – (10 mins)

Headlines

Positive feedback from trading party survey

Some TP concern about challenge of delivering next set of processes

First process (C1 Meter verification) transitioned to ‘business as usual’ on 18 October

Code Panel updated in October; due to consider next batch in November

Focus is now on delivering interim functionality in January 2022

However, OPS-related defects putting pressure on current timeline for next processes

Very positive early indications on benefit realisation

Starting to see the benefit of aligning similar processes together.

Programme status overview

Live System Previous Current

Defect position

Maintenance releases to production 9 and 16 November 2021

Performance (plan to ramp down system resources ETA December)

Deferrals and SLAs

OPS Reporting

Interim functionality release Phase 2.1

Transfers in progress #3

Transfers in progress #4

Timeout to progress

3rd Party SPIDS

De-reg SPIDS Report

Phase 3

F5 (Customer complaints) functional design completed. NB: F4 (Cust enquiries), G1 (Trade effl enquiries)

B5 (Meter repair/replace) software development nears completion

B3 (Meter accuracy) user requirements drafted and reviewed

B1 (Meter install) user requirements drafted and reviewed

B7 (Change meter size/model) user requirements drafted and reviewed

**G2 (Trade effluent consent) initial analysis underway with OAG

Overall status

Time

Quality

Budget

Not started

On track

At risk

Completed

Delivering Phase 2.1 and Phase 3

Phase # Process or functionality

Code & tech docs, e.g.

OSD, XSD, etcDevelopment

completion

Testing & integration(Pre-Prod)

Training materials available

Mandatoryadoption

2 1 C1 Meter verification Live

2.1

2 Timeout to progress/close 15 Oct Mid-Nov 6 Dec Mid Dec Mid Jan

3 De-registered SPIDS Report 15 Oct End Nov 20 Dec Mid Dec Mid Jan

4 3rd party involvement in SPIDS 15 Oct End Sept 4 Nov Mid Dec Mid Jan

5 Transfers in progress Integration 15 Oct End Oct 22 Nov Mid Dec Mid Jan

3

7 B5 Repair or replacement of a faulty meter performed by the Wholesaler 3 Nov End Oct 6 Dec End Jan End Jan/wk1 Feb

8 F5 Non-Household Customer complaints 26 Nov Mid Dec 17 Jan End Jan End Feb/wk1 Mar

9 F4 Non-Household Customer enquiries 26 Nov Mid Dec 17 Jan End Jan TBC

10 G1 Trade effluent enquiries 26 Nov Mid Dec 17 Jan End Jan TBC

11 B1 Installation of a meter performed by the Wholesaler 26 Nov Mid Jan 14 Feb End Jan Early March

12 B3 Meter accuracy test performed by the Wholesaler 26 Nov Mid Jan 28 Feb End Jan Mid March

13 B7 Retailer requested change to size, model or location of meter by Wholesaler 26 Nov End Jan 28 Feb End Jan Late March

37

Development

Bilateral transactions programme

31 32 33 34 35 36 38 39 40 41 42 43 44

User AcceptanceTesting (UAT)

Sprint

Requirements

45

27 Sep

11 Oct

25Oct

08Nov

22Nov

06Dec

20Dec

03Jan

17Jan

31Jan

14 Feb

28Feb

14Mar

11Apr

28Mar

2022

F5, F4, G1 HVI

B1 HVI

F5, F4, G1 LVI

B1 LVI

F5, F4, G1 HVI

B5 LVI

F5, F4, G1 HVI

B5 HVI

F5 , F4, G1 LVI

B1 HVI

Pre-Production

F5, F4, G1 LVIB5 LVI

B5 HVI

3rd party involvement

B1 HVI

B1 LVI

Implementation

F5, F4, G1 B1 B7 C2

Codes

Panel recommend

Ofwatdecision

Phase 3 Code implemented

3rd Party SPIDS

Dereg SPIDs

Dereg SPIDs

Dereg SPIDs

Digital

B1 LVI

Dereg SPIDs

Transfers 3 & 4

Transfers 3 & 4

Transfers 3 & 4

B5 draft code

Assurance starts

for F5/B5/B

1

Early life support

B1 draftcode

B3 HVI

B3 LVI

B7 HVI

B3 HVI

B3 LVI

B3 HVI

B3 LVI

Ph2 Code implemented

B7 draft code

Phase 2

go-live

InterimfunctionalityRelease 2.1

Phase 3 process releases (staggered)

Bug fixing

F5 draftcode

B3draft code

Reporting Release 1

B3

B5 HVI

B5 LVI

3rd Party Involvement

Phase 2

Phase 3

Each draft code pack aims to include: OSD0700s, CSD0601 and XSDs

draftcode

2.1 RDocs

46

11Apr

47

11Apr

50

11Apr

49

11Apr

11Apr

48

Trainingmateria

ls

TrainingmaterialsMaint-

enance

B7 LVI

B7 HVI

B7 LVI

B7 HVI

B7 LVI

Timeouts

Timeouts

F5 + timeouts

Process key:F5 Customer ComplaintsF4 General enquiriesG1 Trade effluent enquiriesB5 Meter repair/replaceB3 Meter accuracyB1 R Meter installB7 R Change meter size/model

Ofwatdecision

Panel recommend

Maint-enance

Maint-enance

Bilateral transaction or functionalityOPSY/N

# raisedFY20/21

# rejectedFY20/21 B

usi

ne

ss

req

uir

em

en

t

Tech

nic

alsp

eci

fica

tio

n

De

sign

au

th

app

rova

l

Do

cum

en

tsliv

e

De

v

Test

Live

(ta

rge

t d

ate

)

1 C1 Meter verification Y 28310 8696

2 Timeout to progress/close N/A

3 De-registered SPIDS Report N/A

4 3rd party SPIDS N/A

5 Transfers #3 N/A

6 Transfers #4 N/A

7 B5 Repair or replacement of a faulty meter performed by the Wholesaler Y 19919 4159

8 F5 Non-Household customer complaints Y 3710 660

4 B1 Installation of a meter performed by the Wholesaler Y 1119 806

5 F4 Non-Household customer enquiries N 9014 1023

6 G1 Trade effluent enquiries N 2228 119

7 B3 Meter accuracy test performed by the Wholesaler Y 659 186

8 B7 Retailer requested change to size, model or location of meter performed by the Wholesaler N 1132 733

9 C2 Gap Sites identified by the Wholesaler Y 8561 555

10 C3 Application in respect of Gap Sites proposed by the Retailer Y 3050 1586

11 C6 Deregistration of a Supply Point or removal of Service Component at request of retailer Y 13100 2509

12 G2 Trade effluent consent Y 3648 2376

13H1 Application for allowance &/or Volumetric Adjustment or Wholesaler notice of review/change of allowance

Y 8012 1325

14I1 Disconnection requested by Retailer, performed by the Wholesaler in relation to NHH customer non-payment

Y 2190 492

15 C5 Deregistration of a Supply Point or removal of Service Components at the request of the Wholesaler Y 7857 420

16 C4 Missing Service Components identified by the Wholesaler or the Retailer Y 763 132

17 I8 Reconnection requested by the Retailer and performed by the Wholesaler Y 498 84

18 G4 Trade Effluent monitoring Y 49332 14

CompletedIn progress At RiskNot started

80% of OPS processes

delivered (G2)

Process dashboard

2023

31 Mar 2022Phase 3

+7 processes (total: 8)

31 July 2022Phase 4


30 Nov 2022Phase 5


Dec Jan Feb Mar Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun July Aug Sept Oct NovOct Nov

Bilateral Transactions Programme - CPW070 timetable

B1R

B3R

B7R

I6, I13, II7

[C7], D1, [D2, D3]

A6 B1 [B2, B4, B6, B8, B9, B10, B12, B13, B14, B15, B16, B17], B11

C1 [H3], C8,E3 [E1, E2, E4, E5, E6, E7]

F1 [F2, F3, F6]G4

H4, H5, H7

InterimfunctionalityRelease 2.1

Sept

C1 R/W

Option to build generic submission form(s) here for

processes that are notroutinely used

2022

Post-CPW070 change22 Sept 21

Phase 21 process

OPS processesB1 Meter installationB3 Meter accuracy testB5 Meter repair/replaceB7 Change meter size/modelC1 Meter verificationC2 Gap site identificationC3 Application re gap sitesC4 Missing service componentC5 Deregistration of supply point (W)C6 Deregistration of supply point (R)F5 Customer complaintsG2 Trade effluent consentG4 Trade effluent monitoringH1 Volumetric adjustmentsI1 Disconnection requestI8 Reconnection request

Key:• Bold: Main bilateral process being developed• Underlined: OPS processes• [ ] Candidates for merging into main process

B5 R/W

F5 R/W, [F4, G1]

C2, C3, [C4]

C6, [C5], C8, [H7]

G2, [G3, G5, G6]

H1, [H2], I1, [I2, I3, I4, I5]

I8, [I9, I10, I11, I12], G4

Agreed Phase 3scope

80% of OPS processes delivered

CPW070 end date

Nov Jan 2022 Feb

B5 high level implementation timeline

Dec

Checkpoint 4Jan 2022

December 2021 Pathfinder testing end

January 2022MOSL training materials shared(if applicable)

January 2022Deadline for TP assurance

December 2021Web Portal & HVI Assurance start

Mandatory adoption date: Aiming for late Jan/early Feb 2022

B5 – Meter repair/replace

November 2021Pathfinder Web

Portal testing start

3 November 2021B5 draft XSDs/CSDs shared

Phase 3 Implementation plan (draft)

Nov Dec Jan

Pathfinder testing

Assurance testing

Feb Mar Apr

B5

F5+

F4G1

B1 B3 B7

Go live

Early life support

Go live

Go live

Pathfinder testing

Assurance testing

Early life support

Pathfinder testing

Assurance testing

Early life support

2022

Pathfinder testingWhere future process releases will be staggered, both Pathfinder testing and assurance testing will also be staggered

AssuranceAssurance will be a shorter exercise for each release, testing only the key transactions/process steps that are being introduced and including only parties that have raised a service request in the Hub

Early Life SupportA smaller early life support period will be scheduled to ensure a successful implementation for each release

Checkpoint 4 Checkpoint 5 Checkpoint 6

January 2022

Phase 3 - Implementation dashboard

B5 Assurance testing

completed

B1, B3 & B7 Assurance

testing completed

0%of SPIDs

Checkpoint 4 Checkpoint 5

B5 process implemented

February 2022

Phase 4

• Next set of processes • April 2022 onwards• Continuous delivery of

future processes

0% 0%

Assurance testing will be monitored against the

total number of SPIDs for parties that have raised a request within the Hub to

date

F5 Assurance testing completed

Checkpoint 6March 2022

0%

B5 – Meter repair/replace

F5 – Customer complaints(+F4 & G1)

B1 – Meter AccuracyB3 – Meter installation

B7 – Change meter size/model

F5 process implemented

B1, B3 & B7 implemented

Each implementation will be monitored using the

percentage of the go/no-go criteria and handover

criteria completed

0%of SPIDs

0%of SPIDs

Trading party survey feedback

Very dissatisfied

%

Somewhat dissatisfied

%Neutral

%Satisfied

%

Very satisfied

%

Overall 29 67 5

OAG 21 68 11

Training 30 60 10

Launch 30 60 10

Assurance 15 15 65 5

Programme delivery 15 20 55 10

Product 15 30 65

Testing 15 40 45

CAG 58 42

Pathfinder Group 65 30 5

TAG 5 63 32

MOSL Programme Team still reviewing responses

27 responses from a variety of Trading Party representatives

Very positive response, with no strong dissatisfaction

Overall satisfied + very satisfied 72%

OAG showed highest level of satisfaction with 79%

Currently reviewing written comments

Next steps to understand responses in more detail to take actions

Qualitative answers in order of satisfaction

Lessons learned

MOSL carried out an internal lessons learned exercise using feedback from Trading Parties and MOSL colleagues

There were many actions taken away for the Programme Team to consider for future phases, some of the key actions were:

To ensure better visibility of code documents and availability dates for technical specifications for future processes

To continue the technical drop-in sessions that were held for the C1 process

Focus on the MVP for future processes to ensure the Programme remains within budget

Continue focusing on the timely responses of support queries

Increase the speed of delivery for future processes

Agenda

Welcome and introductions – (5 mins)

Review of previous meeting minutes/actions – (5 mins)

MOSL update – (25 mins)

Pathfinder update – (15 mins)

AOB – (10 mins)

Pathfinder update

How has the implementation been for you?

Feedback on the Hub

‘Asks’ from MOSL or any blockers?

Feedback on the longer-term plan

Any concerns or challenges

Views on bringing additional processes into scope for Phase 3 (F4, G1)

Technical specifications for B5 have been shared along with the plan for future process releases:

If you have additional feedback you would like to provide offline, please email [email protected]

mailto:[email protected]

AOB

Please:

Raise your (virtual!) hand

Comment in chat

Email [email protected]

mailto:[email protected]

Bilateral Transactions Programme

Documents

Transcript of Bilateral Transactions Programme