What is PIDX?

“The Engine Behind

Petroleum eBusiness”

© PIDX, Inc. 2014 www.pidx.org

 Powering eBusiness
in the Oil and Gas
Industry

• With a very strong industry-based Board of Directors

supporting our vision for global growth and adoption

• Supported by a cross section of members from across

the whole petroleum-related industry

• Providing a single forum for eBusiness optimization

© PIDX, Inc. 2014 www.pidx.org

 PIDX Mission

PIDX provides a global forum for delivering theLearning and doing

process, information and
technology standards that facilitates seamless, efficient electronic
business within the Oil and Natural Gas industry and its trading
community.

Guiding Principals

 Focus on business-oriented
• Whatobjectives
other companies are doing with integrated systems
 Enlist the most qualified people
• What to successes
their lead and participate
have been in our organization
 Act as an inclusive Global Standards Forum
• How to pilot PIDX standard with trading partners
 Communicate broadly and often with our industry
 • How to
Leverage the work of others reduce
where maintenance and leverage interoperability
possible
 Recruit and maintain a• diverse
How PIDX membership
standards support your corporate sustainability
 Make standards available initiatives
on an open and royalty-free basis

© PIDX, Inc. 2014 www.pidx.org

 PIDX FACTS

• PIDX (Petroleum Industry Data Exchange) was formed in 1987 with a long term remit to
Learning and doing
develop and maintain standards to enable eCommerce in all its forms for the whole Oil &
Gas industry.

• Initially developed Electronic Data Interchange (EDI), and moved in the 1990s to XML
standards.

• PIDX now has 14 business documents and business processes spanning the full Procure to
Pay and Order to Cash interaction between trading partners.
• What other companies are doing with integrated systems
• What other companies are doing with integrated systems
• PIDX spans the whole industry • from
Whatwell
theirtosuccesses
filling station. There
have beenis a continuous effort to
maintain an up-to-date refined• products
What theircode list.
successes have been
• How to pilot PIDX standard with trading partners
• How
• PIDX has a product classification, to pilot and
schemas PIDXtaxonomy
standardwith
withmore
trading partners
than 4,000 industry
• How to reduce maintenance and leverage interoperability
product and service noun/modifier templates, and a Data Dictionary with eBusiness terms.
• How to reduce maintenance and leverage interoperability
• How PIDX standards support your corporate sustainability
• PIDX are the only open eBusiness standards,
initiatives
• How PIDX standards created by the
support yourindustry, for
corporate the
sustainability
industry! initiatives

© PIDX, Inc. 2014 www.pidx.org

 Use of PIDX’s Standards Worldwide
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ISR

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June 2013

www.pidx.org
www.pidx.org
© PIDX, Inc. 2014
 PIDX’s Main Activities
• Standards and Guidelines Committees

• Business Messages Workgroup

Working closely together
• Business Processes Workgroup

• Technology Advisory Committee

• Global Business Practices Workgroup
• Catalogue and Classification Workgroup
• Downstream Workgroups
• Regulatory Reporting Workgroup

Numerous projects at any time, such as Supplier KPI,

Enhanced Price Sheet, etc.

• Plus Non-Standards Activities

• International Business Development

• Marketing
• Membership
© PIDX, Inc. 2014 www.pidx.org
 Our Recent Global Meetings

Argentina Norway London Dubai

Houston Bahrain New Delhi Mumbai

Mexico China Bogota Kuala Lumpur Perth

More in 2014……

© PIDX, Inc. 2014 www.pidx.org

 Benefits of using PIDX Standards

• At least 120 Oil & Gas companies around the world - most of the
majors, a large number of independents, and some NOCs
(representing more than 80 percent of global E&P spend annually)

• 18 Third Party Solution Providers (networks, marketplaces) which offer

services to the Oil & Gas industry

• Many suppliers will have already adjusted their internal systems to

work within the PIDX business processes and document sets for faster
onboarding

© PIDX, Inc. 2014 www.pidx.org

 Benefits of using PIDX Standards

• The PIDX Standards are technologically agnostic and free to use

• Often proprietary solutions have regular updates which demand

reworking of internal business systems, under a timeframe imposed by a
non-industry third party.

• Faster implementation times can increase the return on investment

(ROI) in adopting B2B

© PIDX, Inc. 2014 www.pidx.org

 Where do PIDX’s documents
standards fit in the Supply Chain

Buyer Supplier
Industry
Standards
ERP Middle Middle ERP
System Ware Ware System

Middleware – Simple cost effective and a fast

installation
• Business Rules
• Routing
• Messaging / Acknowledgements
• Automated, Manual, or Browser-based?
© PIDX, Inc. 2014 www.pidx.org
 Transaction Documents in XML
Defines the CONTENT and
CONTENT STANDARDS TRANSACTION standards for
SECURE E-Commerce in Oil &
SUPPLIER CATALOGUES Gas

2
PRODUCT & SERVICES
BUYER ERP TEMPLATES SUPPLIER ERP
1
MASTER DATA UNSPSC MASTER DATA
VENDOR DATA CUSTOMER DATA
Classification

CONTRACT CONTRACT

• SECURE TRANSMISSION
What other companies PROTOCOL
are doing with integrated systems
PURCHASE (AS2 or RNIF) SALES ORDER
ORDER • What 5their successes have been

SERVICE • How to4ENCRYPTED ENVELOPE

pilot PIDX standard with trading partners
FIELD TICKET
ENTRY SHEET
• How to reduce maintenance
DOCUMENT XML and leverage interoperability
SCHEMA
INVOICE • How PIDX INVOICE
3 standards support your corporate sustainability
initiatives
TRANSACTION STANDARDS
© PIDX, Inc. 2014 www.pidx.org
 PIDX in the Downstream

Features

• Supports real-time data transfer immediately after a transfer

is completed – truck, barge, pipeline, etc.
• Supports data clearinghouse functionality – single hub for all
communications for a supplier.
• Right-to-lift supports product allocation and credit
management at company owned and third party facilities.
• Standardized data sets include company I.D.s, products,
terminals/depots, and carriers/hauliers.

© PIDX, Inc. 2014 www.pidx.org

 PIDX in the Downstream
Standards Coverage
Global standards used to exchange electronic documentation regarding
custody transfer and movement of petroleum products
• Bills of lading for truck loading and barge/vessel movements
• Custody transfer tickets into or out of pipelines
• Pipeline schedules
Usage
• Nearly 100 percent coverage in the United States
– Over 2 million truck loads per month are supported by PIDX
electronic data
• Global standard adopted in 2013 with active implementations in Europe
and Australia for major oil companies

© PIDX, Inc. 2014 www.pidx.org

 Catalogue and Classification Workgroup
Catalogue Standards Petroleum Industry Data
Dictionary

More than 4,000 Templates used • The data dictionary

to describe Materials and captures an array of
Services industry specific terminology
• Nouns • A useful industry reference
• Modifiers source
• Characteristics • Currently more than 7000
• Sequence entries
• Units of Measure
• Classification to UNSPSC

© PIDX, Inc. 2014 www.pidx.org

 PIDX provides the templates
for industrial strength data quality

Developed by the
industry, for the
industry, to
classify and
describe
products &
services

© PIDX, Inc. 2014 www.pidx.org

 UNSPSC & PIDX
United Nations Standard Product and Services Codes & Petroleum Industry Data Exchange

Noun Modifiers mapped to UNSPSC to give consistent spend reporting

Noun/Modifier

Attributes

© PIDX, Inc. 2014 www.pidx.org

 The Values of High Quality Data through
PIDX
B.I.

Working SG&A
Capital Expenses

e.g. Spend
High Quality
Cost of Analytics
Data
Capital
eCommerce
Reporting =
Happy CFO

Access to Feeds
Regulatory
Capital
Gross
Margin

© PIDX, Inc. 2014 www.pidx.org

PIDX is a real standard, in high volume
action, today with a major IOC

Equates to invoices totalling ~ $13 billion

© PIDX, Inc. 2014 www.pidx.org

 Growth of Operators Globally who are
Committing to the use of PIDX Standards
140

120

100

80

60

40

20

0
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Year

© PIDX, Inc. 2014 www.pidx.org

Members

www.pidx.org
 Learning and doing

• What other companies are doing with integrated systems

• What their successes have been

• How to pilot PIDX standards with trading partners

• How to reduce maintenance and leverage interoperability

• How PIDX standards support your corporate sustainability

initiatives

© PIDX, Inc. 2014 www.pidx.org

 Valuable Member
Benefits

• Successful re-engineering of processes and operations

for greater efficiency

• Proven track record in EDI common standards development

• Guidance and advice from member to member

• Participation in developing seamless, industry-wide

electronic Business communication

• Data dictionaries, toolsets, templates and educational

opportunities

© PIDX, Inc. 2014 www.pidx.org

 Network

• PIDX brings companies together in an open forum

• It helps drive industry eCommerce direction

• Members increase visibility of their products and services

• Enjoy unlimited subcommittee, workgroup and specific

interest group participation

© PIDX, Inc. 2014 www.pidx.org

 Influence

Shape the future of

eCommerce by participation in
PIDX’s various Standards and
Guidelines Committees
© PIDX, Inc. 2014 www.pidx.org
 Benefits of PIDX Membership

Learning and doing

Members shape the future of eCommerce

standards for PIDX by guiding

their development and

• What other companies are doing with integrated systems

• What their successes have been

approval for our
• How to pilot PIDX standard with trading partners

• How to reduce maintenance and leverage interoperability

global industry.
• How PIDX standards support your corporate sustainability
initiatives

© PIDX, Inc. 2014 www.pidx.org

 PIDX US Spring Conference 2014
April 10 -11
hosted by

Halliburton
Houston, Texas

Come and be a part of PIDX, and help

guide our industry.
Thank You

© PIDX, Inc. 2014 www.pidx.org

Fadi Kanafani

fkanafani@PIDX.org
+1 (832) 681-7354
www.PIDX.org

www.pidx.org