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Business Architecture model within an official statistical context

Meeting on the Management of Statistical Information Systems - MSIS 2014 Topic (iv): Architecture. Business Architecture model within an official statistical context. Nadia Mignolli Giulio Barcaroli , Piero Demetrio Falorsi Alessandra Fasano

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Business Architecture model within an official statistical context

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  1. Meeting on the Management of Statistical Information Systems - MSIS 2014 Topic (iv): Architecture Business Architecture model within an official statistical context Nadia Mignolli Giulio Barcaroli, Piero Demetrio Falorsi Alessandra Fasano Italian National Institute of Statistics (Istat) Department for Integration, Quality, Research and Production Networks Development (DIQR) Dublin, April 14th – 16th 2014

  2. Outline • Background • Main reference definitions • Changes and new features • BA Business Lines: contents and activities • BA model • Principles • Lessons learned Nadia Mignolli. Dublin, April 14th – 16th 2014

  3. Background • Istat modernisation programme Stat2015 has the main purpose of Standardisation and Industrialisation of the statistical production process which has to be: • consistent with current actions carried out at international and European level (SN BA Project; CSPA; EU vision - from 1.0 to 2.0) • cost-efficient (re-useof data, methods, processes, tools) • aligned both with organisational frameworks adopted by mature industries (Service Oriented Architecture – SOA) and with statistical standards (GSBPM 5.0;GSIM) • This organisational change needs a shared vision and a common language to undertake congruent innovation paths Business Architecture (BA) Nadia Mignolli. Dublin, April 14th – 16th 2014

  4. Steps forwards • First proposal: elaborated by the Sponsorship on Standardisation on the basis of Statistics Netherlands (CBS) model • Current BA Model:ajoint task of • Statistical Network - the Business Architecture Project (Institutes of Australia, Canada, Italy, New Zealand, Norway) • ESSNet on Standardisation (to refine the Sponsorship proposal) BA model sharable and adoptable by NSIs: this represents the foundations to fosterand intensify the creation of a BAmodel at international/European System level, considering higher level interactions Nadia Mignolli. Dublin, April 14th – 16th 2014

  5. Enterprise Architecture Layers Statistical Network BA Project Team (shared also with CSPA), 2013

  6. Main Reference Definitions • Enterprise Architecture (EA) • EA is about understanding all the different elements that make up the enterprise and how those elements interrelate. It is an approach to enabling the vision and strategy of an organisation, by providing a clear, cohesive, and achievable picture of what is required to achieve this target • (Statistical Network BA Team Project, 2013) • Business Architecture (BA) • the conceptual part of the EA • within an NSI, it drives the overall EA • it covers all the activities undertaken to produce statistical outputs, including conceptualisation, design, build and maintain information and application assets • (Statistical Network BA Project Team and CSPA, 2013) Nadia Mignolli. Dublin, April 14th – 16th 2014

  7. EA and BA Interactions Statistical Network BA Project Team (shared also with CSPA), 2013

  8. Changes and New Features • Alignment of all the activities defined within BA business lines with phases and sub-processes of GSBPM 5.0 • Consistent definition of Decisionand Designprinciples • Implementation of infrastructures based on Repositories of: • Human Resource Competencies (RHC) • Data and Metadata (RDM) • standard Methods and Guidelines (RMG) • Tools and Applications (RTA) Nadia Mignolli. Dublin, April 14th – 16th 2014

  9. BA Business Lines • In order to achieve harmonisation for the involved organisations is advisable to: • define their strategic objectives and plan the activities that allow to achieve them (Strategy) • support functions that develop work programmes (Corporate support) • design the processes corresponding to the planned activities (Design) • organise the designed processes taking into account the operational constraints (Management) • implement the processes ensuring efficiency and quality (Implementation) • provide capabilities to undertake all the above activities (Capability) Nadia Mignolli. Dublin, April 14th – 16th 2014

  10. BA Business Line Contents High level strategic, externally focused, cross-cutting and support functions and activities Essential for the functional organisation and for the statistical process control Its products embrace: scheduling of activities, description of results, state implementation, quality reports It realises the value chain from the initial sources to the statistical information Development and management of capabilities underpinning the statistical production process through repositories Nadia Mignolli. Dublin, April 14th – 16th 2014

  11. CORPORATE SUPPORT (Legal framework; HR, Finance and Administrative Management; etc.) STRATEGY (Strategic relations; Strategic planning; Policy definition; budgeting; etc.) DESIGN STATISTICAL PRODUCTION CAPABILITY MANAGEMENT IMPLEMENTATION

  12. STRATEGY and CORPORATE SUPPORT CORPORATE SUPPORT: Legal framework; HR, Finance and Administrative Management; etc. STRATEGY: Strategic relations; Strategic planning; Policy definition; budgeting; etc. From CS1 to CS5 From S1 to S4 Portfolio management D4 Determine needs for information Design outputs DESIGN Check data availability STATISTICAL PRODUCTION D2 Design production system and rules D1 D3 Process, method and quality reference metadata Reference and structural metadata Strategic planning metadata Stakeholders Users MANAGEMENT Planning (HR, etc.); Monitoring; Adjustment From M1 to M3 Respondents/ Administrative sources/Big Data Metadata - Scheduled actions Metadata - Planned quality Metadata - Progress Reports (Audit) • Metadata - Catalogue: • products • quality IMPLEMENTATION Analyse: validate and finalise output Dissemination (also with Web 2.0/3.0 ) Process Re-use/ development and release Collect Analyse: apply disclosure control I4,I5 I2,I3 I6 I7 I6 I1 CAPABILITY Repository of Tools and Applications Repository of Data and Metadata RDM RTA Repository of Human Resources Competencies Raw input data and metadata Validated internal microdata and metadata Internal aggregated data and metadata Output Micro and macro data and metadata RHC Repository of standard Methods and Guidelines RMG S; CS M From C1 to C4 D4

  13. The BA Model Nadia Mignolli. Dublin, April 14th – 16th 2014

  14. Infrastructures • The most important infrastructures needed for the efficiency and efficacy of the overall process are: • the Repository of Human Resource Competencies (RHC), that gathers information concerning employee skills; • the Repository of Data and Metadata (RDM), containing input data, intermediate data and output data ready for dissemination, with defined quality standards and metadata • the Repository of standard Methods and Guidelines (RMG), that contains the set of statistical methods, recognised as standards, to be applied to processes • the Repository of Tools and Applications (RTA), including three distinct categories of software (generic IT tools, reusable applications and ad hoc applications) Nadia Mignolli. Dublin, April 14th – 16th 2014

  15. Principles • The whole BA model is led by fundamental principles that become practical guidelines for the implementation of each business line activity and for ensuring the success of the model itself • Different Decision (7)and DesignPrinciples(9)have been suitably defined, also taking into account the international and European context • Principles regard the overall governance, the process rules and the specific infrastructures Nadia Mignolli. Dublin, April 14th – 16th 2014

  16. Key Messages from BA Principles (I) • The whole statistical process is output and metadata-driven • The statistical process chain starts from the output desired (from required products) and goes backwards, defining the various aspects of the process • Firstly metadata are designed and then data production can start • Metadata have to be generally accessible and, as far as possible, standardised with regard to the types of units, the definition of concepts, classifications, quality characteristics, process • Quality Assessment • Quality has to be evaluated and documented at the different stages of the statistical production process • It is defined and planned during Design or Redesign • It is monitored and assessed at each stage and in correspondence of intermediate and final data releases Nadia Mignolli. Dublin, April 14th – 16th 2014

  17. Key Messages from BA Principles (II) • Re-use and Adoption of Standards: Repositories • Focuses on both what is produced within the Institute and what is issued outside, with particular attention to the standards defined at international and European level • Reuse of existing and available data is generally to be preferred over the decision to conduct a new survey • The “to be” production consists of a series of standardised single processes and of modular services that can be shared and reused in different contexts and statistical areas • Developments from scratch should be limited Nadia Mignolli. Dublin, April 14th – 16th 2014

  18. Key Messages from BA Principles (III) • Industrialisation of the Statistical Process • Ensuring the independence between Design and Implementation • A process can be realised by agents other than those who have designed it • Design is performed only when needed, while a current statistical process is carried out on a regular basis • Implementation of a new project involving several innovations requires a new Design phase • Statistical production has a repetitive nature with a rather rigid organisation style that can be largely automated Nadia Mignolli. Dublin, April 14th – 16th 2014

  19. Concluding Remarks • The adoption of a common language (BA model) becomes essential to undertake congruent innovation paths • A BA model sharable and adoptable by NSIs represents the foundations to foster and intensify the creation of BA model at international level, considering higher level interactions • This is consistent with what is taking place at national, European and international level • Central Bank of Italy (direct comparisons and evaluation of the work) • Sponsorship and ESSNet on standardisation • Statistical Network • High-Level Group for the Modernisation of Statistical Production and Services Nadia Mignolli. Dublin, April 14th – 16th 2014

  20. Next Steps • Alignment of BA business line activities within the Statistical Network • BA guiding principles in details • Communication process • Infrastructure implementation both in terms of procedures and shared services Nadia Mignolli. Dublin, April 14th – 16th 2014

  21. Thank you for your attention Contacts: mignolli@istat.it www.istat.it Nadia Mignolli. Dublin, April 14th – 16th 2014

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