DSC Delivery Sub-Group

21/05/2018

Agenda

Defect Dashboard

Release 2 update

Release 3 update

End to End Change Process

New Changes Prioritisation

AOB

XRN4665 – Creation of New EUCs

IX Update

U06 Flow – last must inspect date what is being populated

XRN4658 – Read Validation

AQs of 1

XRN3667.A – Provision of Formula Year AQ and SOQ data

POAP

Actions

Defect Dashboard

Defect Summary Stats Stats as per HPQC extract taken on

Monday 21st May 2018

Invoice Impacting Defects

AML/ASP Defects fixes deployed:

771 – R1.20

881 – R1.20

933 – R1.21

910 – R1.21

747 – D2

908 – D2

919 – R1.22

There are 20 remaining defects which impact AML/ASP. Later today, this full

list will be communicated to you.

If we have an invoice impacting defect ready for deployment early and there

is value in doing so, we will communicate this to you.

Release 2 Update

XRN4361 – UK Link Release 2 - Delivery

18th May

2018

Overall Project RAG Status A

Plan/Time Risks and Issues Cost Resources

RAG Status A A G G

Status Explanation

Objective Full project delivery of UK Link Future Release 2 Scope

Plan/Time

Acceptance Testing

• User acceptance testing has successfully completed for 15 out of 16 CRs

• XRN4249 – There is 1 outstanding AT test case relating to connectivity issues identified with GB Group and this will be

executed once resolved. 2 further clarifications have been identified that are currently being investigated with GB Group

Performance Testing

• Performance Test execution has been completed for 7 out of 9 CRs and assurance is in progress. 2 CRs are due to finish

execution on 18/05 to allow assurance to be completed.

• This has delayed milestone completion and is planned to complete by 23/05. We don’t foresee this impacting the regression

testing phase or the overall implementation date of Release 2

XRN4449 Customer Testing

• Currently the testing is tracking to plan to complete on 01st June

Regression Testing

• Testing is due to commence as planned on 21st May

Cutover/Implementation Planning

• Implementation Strategy/Approach is within its review cycle

• Lower lever cutover & implementation planning is in progress

Risks &

Issues • Issue that the PT milestone has not been met. The replan does not foresee this impacting the regression testing phase or the

overall implementation date of Release 2

Cost • Project delivery costs are tracking to approved budgets

Resources • Weekly monitoring of SME resources supporting multiple demands (e.g. BAU defects, Future Releases, etc) and all

requirements are able to be met

UK Link Release 2 - Plan

Primary

Scope Scoping Initiation Delivery Realisation

Stage Scope

Prioritisation

Scope

Defined Funding Initiation

Analysis

and HLD

Detailed

Design Build

Acceptance

Test

Performance

Test

Regression

Test Imp. PIS

Baseline

Plan 07/06/17 25/07/17 09/08/17 Aug 17 Aug 17 20/11/17 29/01/18 18/05/18 18/05/18 22/06/18 29/06/18 30/07/18

Current Plan 07/06/17 11/10/17 10/01/18 13/12/17 16/01/18 29/01/18

(12/01/18) 16/02/18 18/05/18

18/05/18

23/05/18 22/06/18 29/06/18 08/08/18

Secondary

Scope Scoping Initiation Delivery Realisation

Stage Scope

Prioritisation

Scope

Defined Funding Initiation

Analysis

and HLD

Detailed

Design Build

Acceptance

Test

Performance

Test

Regression

Test Imp. PIS

Baseline

Plan 07/06/17 25/07/17 07/02/18 NA NA 09/02/18 09/03/18 18/05/18 18/05/18 22/06/18 29/06/18 30/07/18

Current Plan 07/06/17 27/11/17 07/02/18 NA NA 16/02/18

09/03/18

09/03/18

30/03/18

06/04/18

18/05/18 18/05/18

23/05/18 22/06/18 29/06/18 08/08/18

RAG Key – Milestones are end dates:

Milestone date forecast to be missed Milestone date forecast to be at risk Milestone date forecast to be met Milestone completed Planning/Milestone date to be confirmed

Actions

Action : Release 2 Implementation Plan - Xoserve (LC) to check

if timestamps are in old file format up to and including 22:59?

LC will clarify this and incorporate into the Implementation Plan.

Response : The last file submitted by a Customer will be taken

from their IX Servers if it is present in the import folder at

22:59:59.

Customers need to ensure that they allow enough time for any

file(s) to be transferred successfully to their IX import folder

considering your IT estate.

Release 3 Update

XRN4572 – UK Link Release 3

21st May 2018 Overall Project RAG Status A

Plan/Time Risks and Issues Cost Resources

RAG Status A A G G

Status Explanation

Objective Full project delivery of UK Link Future Release 3 Scope

Plan/Time

• Change Packs approved for all 14 changes in scope of Release 3 (2nd May)

• Detailed Design for 13 Changes complete, final confirmation of Design for XRN 4454 is awaited from Cadent and

NG, this is underway but later than original forecast. The extension is to ensure all File and report interfaces are

correctly designed for both organisations only. It is to be noted a number a large number of changes have

already completed design within this CR and commenced into Build

• A two track approach to continue Build and System testing on 13 CRs with a dedicated track for XRN 4454 has

been finalised to ensure Release 3 success within the committed plan. This is reflected within the dates in the

next section.

• Further engagement to be undertaken on Market Trials with DSG in June define the Market Trials Approach.

Risks and

Issues

• R3 Delivery plan has a degree of parallelism. Risk is being closely monitored, delay to completion of Design

phase (primarily in XRN 4454) however

• Two track Build and System Testing approach places more pressure on Release 3 delivery – this has been

considered and mitigated through allowing extra time for these phases for XRN 4454 without impacting all other

market critical CRs within R3.

• Notional Go Live Date dependent on close management of parallelism in plan and other elements i.e. Market

Trials approach, implementation approach.

Cost • Full Delivery costs approved at ChMC in April and forecasts are currently within budget.

Resources • Weekly monitoring of SME resources, currently no constraints seen

UK Link Release 3 - Plan

Primary

Scope Scoping Initiation Delivery Realisation

Stage Scope

Prioritisati

on

Scope

Defined Funding Initiation

Analysis

and HLD

Detailed

Design

Build &

System Test

(Track 1 –

13CRs)

Build &

System Test

(Track 2 –

XRN4454)

Acceptance

Test

Performan

ce

Test

Market

Trials

Regressio

n

Test

Imp. PIS

Baseline

Plan 10/01/18 07/02/18 11/04/18 13/04/18 13/04/18 27/04/18 27/07/18 03/08/18 24/08/18 31/08/18 12/10/18 28/09/18 05/11/18 06/01/18

Current

Plan 10/01/8 07/02/18 11/04/18 13/12/17 13/04/18 30/05/18* 27/07/18 03/08/18 24/08/18 31/08/18 12/10/18 28/09/18 05/11/18 06/01/18

RAG Key – Milestones are end dates:

Milestone date forecast to be missed Milestone date forecast to be at risk Milestone date forecast to be met Milestone completed Planning/Milestone date to be confirmed

* Detailed Design is completed for 13 Changes. Only outstanding change is XRN4454. As stated project has been split into 2 ‘Project Tracks’ to mitigate against any delay to overall

delivery

End to End Change Process

Challenges

Strategic Aims

Pillar Year 1 Ambition Ultimate Ambition

When we deliver customer change, we

consistently provide exceptional

documentation, accessible training and

communicate clearly throughout.

We are the first choice to deliver

change, because we provide delivery

certainty in an increasingly complex

and fast-paced market.

Change

Leading

From

Consistency

To

Certainty

• Limited engagement in

requirements/solutions

• Timely, consistent, and

succinct documentation

• Recognising consequential

customer impacts

Outcomes

Measuring Success

• Change delivered on time, to budget, with an optimum solution

for the overall industry

• End-to-end change process underpinned by appropriate stage

gate governance with customer facing success criteria

• Costs/timescales

known too late

• No visibility of

functional design

• Limited/no training

• Dedicated Customer-facing change team in place

• Revised end-to-end change lifecycle with increased

emphasis on customer engagement

• Central repository for all change information

• Dedicated Customer Training and Education Lead

• Customer feedback via change surveys

• Service levels maintained post change delivery

• Trusted to deliver all change initiatives

Proposed E2E Change Process (capture phase)

Start Up Planning and Design Delivery Implementation Realisation

Start Up Initiation Design Build Test Implementation Closedown Training

Stage: Capture

Stage Gate

A

Stage Gate

B Stage Gate

C

Stage Gate

D

Stage Gate

E

Stage Gate

F

Phase:

Capture Training

Requirements

Capture Testing

Requirements

Recommend Release

Type (i.e ME, Minor, Major)

Confirm funding

arrangements

HL Customer Impact

communicated

Recommend preferred

HL Solution Option

HL Cost & Delivery

Impact Assessment

Perform Privacy

Impact Assessment

Record change in

Central Register

Confirm Customer

Reqs / Consult

Define possible

Solution Options

Project Governance

established

Agree Delivery Scope (into Analysis/Design)

Project Initiation

Doc approved

Business Case

(Del.) approved

Target Delivery

Timescales agreed

Business Case

(Design) approved

Initiation Funding

secured (e.g. EQR)

Mobilise delivery

mechanisms (e.g. SI)

Del. mechanism

established

Delivery Funding

secured (e.g. BER)

Detailed Delivery

Plan baselined

Environments /

Data provisioned

Test Plan

baselined

Training Needs

Analysis complete

Training

Approach defined

Implementation

Approach defined

Cust. Impacts

communicated

Detailed Design

approved

Non-Functional

Reqs baselined

Functional Reqs

baselined

Test Execution Schedules defined

E2E Traceability

finalised

Test Scenarios /

Cases defined

Training Plan(s)

defined

Training

Guides

Training

Delivery

Change Impact

Assessment

SP to

Live

Unit

Testing

Tech

Specs

Performance

Testing

Cutover

Rehearsals

OAT

Penetration

Testing

Regression

Testing

UAT

Integration

Testing

System

Testing

PIS Approach and Exit Criteria defined

Ops Handover

Docs approved

Communicate

Imp Outcome

Update Industry

Documentation

Execute Go-Live /

Cutover Plan

Conduct Delivery

Lessons Learnt

PIS Exit Criteria

achieved

Delivery Completion

Docs approved

Handover to enduring

operations complete

Create Implementation Plan

Delivery Go/No-Go Criteria achieved

Industry

Assurance

Commence change

Benefit Prioritisation

Customer

Change Initiative Entry

(Idea / MOD / CR / CP / ASR)

Tasks:

LEGEND

Major Customer Visibility / Engagement

Minor Customer Visibility / Engagement

No Customer Visibility / Engagement

New Changes for Prioritisation

Ratification

XRN4665 – Creation of new End User Categories

AOB

XRN4665 – Creation of New End

User Categories

Timeline – Key Considerations

June

ChMC

vote

12th

Sept

– AQ

Calc

1st

Oct

Early Nov 18

Implementation?

12th

Nov

– AQ

Calc

Dec

Code

Freeze

Load New

EUCs to

SAP/

Gemini

(Xoserve) T67 FILE

Issued to

Shippers/

GTs

NNL/NRL issued

(includes new

definitions for all

MPRNs)

New

AQ/EUC

goes live

Delivery in November

would require

extraordinary load of

EUC definitions and

ALPs and DAFs, plus

extraordinary T67 file

issue

June July August Sept Oct Nov Dec

Is there

sufficient time

to test and

implement prior

to August?

Risks/issues

Required to design/build/test for a delivery at start of August

(2 months)

Impacts

High risk and doubtful could deliver to timescales (xoserve currently

assessing)

No market trials testing if delivery outside major release

Education as EUCs not changed for many years

Change pack notification less than 6 months

Insufficient impact assessment completed as yet to define

impacts to DNs and IGTs

Next Steps and considerations

May 18 ChMC approved new change proposal

May 18 take to next DSG’s meeting, require attendees to

assess implementation date option 1 (ASAP) and carry out

initial Impact assessment for EUC change mid-gas year

Would require an extra T67 run

NNL/NRL following implementation would be issued with new

values/definitions

Option 2 implementation

No market wide re-assignment of EUCs for a mid-year change – sites

would move to a new EUC as part of Rolling AQ process – would only

move when AQ recalculates

IX Update

TransformUs Programme

Replacement of IX - Site Survey

IX Project – Meet The Team

Senior Project

Manager

Business Change

IX Project Manager

Customer Change

Customer Contact/

Co-ordinator

Marie Berlin Stewart

McDermott

Donna Hadley Alison Cross Karen Bradshaw

Customer Journey - IX

IX

Survey

Analyse Results

Feedback Implementation

Road Map

Agree Implementation

Plan

IX Implementation

Go-Live

Post Implementation

Support

Understand

current

hardware,

access

Analyse

requirements

and assign

organisation

persona

Communicate

implementation

activities and

next steps

Gamma agree

timescales &

implementation plan

with the customer

Implementation

varies according

to complexity &

requirements

Switch over to new

IX system on

agreed date

Post go-live

support

arrangements

Communication & Engagement via DSC change committee, DSC sub group and Direct from Xoserve and Gamma

You are

here

Xoserve

Survey

Comms

Xoserve

Journey

Comms

Xoserve

PIS Support

Comms

Xoserve

Switchover

Comms

Customer Centric - One point of contact Email & Direct Telephone Number

Migrating IX services to our new partner

Who is

providing

the service?

Gamma will provide all service up to and including the router (network services) – Gamma

will be responsible for the set up of connections and maintenance of them (as per current

contract).Gamma’s partners will be responsible for the server and related software & on-

going maintenance of it.

Why are

we doing

this?

Alongside our separation from National Grid the Vodafone IX contract was also coming to

an end which meant we had the opportunity to consolidate all our network services under

one contract. All current hardware, except new or recently upgraded sites, is five to seven

years old and needs to be replaced as ‘end of life’.

When Will

it happen?

Implementation will begin with a pilot starting in June with full migration later in 2018. If you

are a new customer or have upgraded your IX service since March 2018 migration may be

at the end of the rollout. Implementation dates for each sites will be agreed following the

pilot.

What are

we doing?

As you are aware Xoserve is changing it’s network service provider from Vodafone to

Gamma and therefore will be replacing your IX equipment. We are now asking that you

complete a Site Survey to enable us to capture your site information.

IX Site Survey - Progress

A Service Site Survey was issued to all customers on 20th April.

The survey will enable us to capture accurate contact details, access requirements, site specifications and

site specific procedures ensuring we have up to date information to plan your programme of work and

appropriate appointments.

The response rate currently stands at 55% - Has your IX survey has been returned, and do we know who

the named contact is within your organisation? Please ensure you have completed your requirements to

ensure your programme of work is a success

The information you provide will be shared with Gamma and their sub-contractors to enable them to

migrate you to the new IX Service.

Dedicated point of contact - You can check your information with us or direct any queries to;

box.xoserve.IXEnquiries@xoserve.com or by calling 0121 623 2773

U06 Flow – last must inspect date

what is being populated

XRN4658 – Read Validation

XRN4658 – Read Validation

AQs of 1

XRN3667.A – Provision of Formula

Year AQ and SOQ data

XRN3667a

Provision of FY AQ/SOQ Value

Overview

XRN3667a raised to look into solutions to allow the proposed Formula

Year (FY) AQ/SOQ values to be visible to proposing users

4 solutions discussed at DSG (19th March 2018)

API/Web Service favoured solution

Assumptions

API solution to be used for NDM (Class 3 & 4) MPRNs only, if search is

carried out for DM (Class 1 & 2) MPRNs an Error Message or BLANK details

will be shown (depending on build options) as Class 1 & 2 sites do not have

Formula Year AQ/SOQ values

Proposed AQ/SOQ values will only be present once calculated, if search is

carried out between April & November these will either be BLANK or match

Current AQ/SOQ values (depending on build options)

Solution based on assumption that users have the required

access/permissions to the API solution and the agreed data items

Discussion Points

Considerations (08.05.2018 DSG output)

Extension of scope to include AQ/SOQ History

Review has found this request feasible to be added into the scope of XRN3667a

Extension of scope to include a date parameter search

Consideration deemed void by the inclusion of AQ/SOQ history (as per above)

Review of Enquiry Response File Records to look at potential additional data

items for output

First review completed of the Enquiry response records and additional data items

have been added to the proposed output data items

Additional Considerations

Requirement of adding Post Code to the input parameters to satisfy UNC

Section G 1.9.6 legal text

Would we need to consider excluding Unique Sites, LPG, Twin Stream etc?

Would we need to consider including Address Details in the Output scope?

Functionality Proposal

NB: Example solution only, data items, format and layout are subject to change

June 19 Release Scope

POAP

POAP

Actions

Actions

Title Meeting Date Action Owner Status Update

0407 09/04/2018

Read Validation - Xoserve (LW) to speak with (MD) about training process.  (ES) to compile an information document and send out to the industry. Xoserve Open

08/05 - TC will formally pick this up. On her radar. Need an update from TC for DSG

0415 23/04/2018 Read Validation Report - Xoserve (ES) to get an ETA when the report will be ready Xoserve Open Linked to Action 0407.

0501 08/05/2018

Defect Dashboard - DSG to go away and think about the current process of the Defect Dashboard, is this the right level for people? DSG Open To be discussed at next DSG on 21/05

0502 08/05/2018

Release 2 Implementation Plan - - Xoserve (LC) to check if timestamps are in old file format up to and including 23:59? LC will clarify this and incorporate into the Implementation Plan. Xoserve (LC) Open

0503 08/05/2018

XRN4658 - Read Validation - Xoserve (DA) to send out updated slide deck published for Distribution Workgroup on 26th April with revised Gazprom numbers. Xoserve (DA) Open The slides were sent out to DSG on 08/05/2018

0504 08/05/2018

XRN4658 - Read Validation - Xoserve (ES) asked the group to have a view if we can implement any sooner than a major release taking into account Gazprom's proposal and whether assumption holds within your company? Timelines. Xoserve (ES) Open To be discussed at next DSG on 21/05

0505 08/05/2018

AQs of 1 - Xoserve (LW) to look at volumetrics that might support this and confirm back at the next DSG. Also look at projections after 12 months & what the 0.03% will be like then and see if any other solution options can be considered. Xoserve (LW) Open Xoserve to bring to the next DSG and discuss on 21/05

0506 08/05/2018

XRN4576 - Class 4 Transfer Reads - Xoserve (ES) to check this change reference must reads and will get some information to show uncorrected reads. Also look at read date (read period). Xoserve (ES) Open To be discussed at next DSG on 21/05.

0507 08/05/2018

Release 2 PSR Changes - Xoserve (TC) to take away how the interim delivery mechanism may work . TC to arrange something separately with BC (Centrica). Xoserve (TC) Open

Update 17/05 - TC confirm this will be a specific service, interim delivery will be via email up until 2019 then will be sent via the IX.