Marie Brodeur

1. The Integrated Business Statistics Program at Statistics Canada Marie Brodeur SNA seminar in the Caribbean St. Lucia: February 2014 Statistics Canada • Statistique Canada

2. Three objectives: Efficiency: A harvestable efficiency on ongoing operating costs of 5% within 5 years; Robustness: A reduced, unduplicated set of robust systems and processes that are properly maintained and documented; and Responsiveness: Improved responsiveness in delivery of new statistical programs Corporate Business Architecture Statistics Canada • Statistique Canada

3. Corporately optimized decision-making: Governance to define and apply Centralization of informatics, statistical processing, methodology support and frame infrastructure is the corporate default IT resources under one management Centralized management of software and hardware infrastructure Key Architectural Principles Statistics Canada • Statistique Canada

4. Mandatory use of generic corporate services (collection, operational support, dissemination, etc.) Creation of new generic corporate services where appropriate Maximize re-use: Smallest possible number of business processes Smallest possible number of enabling computer systems Key Architectural Principles 2 Statistics Canada • Statistique Canada

5. Maximize deployment of electronic data reporting solutions Minimize tool kits Eliminate re-work Meta-data driven Manage statistical information Common Information Management policy framework Data service centres Key Architectural Principles 3 Statistics Canada • Statistique Canada

6. Why IBSP? Aging infrastructure Lack of Flexibility StatCan faced financial pressures Respondent burden Higher than historical turnover in personnel IBSP Project Background Statistics Canada • Statistique Canada

7. Re-think the way in which we produce business statistics Adopt an approach that ensures coherence from start to finish and across the different programs that produce business statistics The IBSP is an important transformational project: Examined from a conceptual point how we want to function Operationalize the conceptual approach Develop infrastructure Project Background 2 Statistics Canada • Statistique Canada

8. Develop generic model for producing business statistics Improve quality, in particular the coherence aspect, across the different programs Robust infrastructure Less expensive to maintain Flexible to respond to client needs Reduce respondent burden Return efficiencies to the corporation Objective of Project Statistics Canada • Statistique Canada

9. Based on the Generic Statistical Business Process Model (GSBPM) Use of a common frame (BR) Use of tax data universe for the estimation of financial information Use Electronic Data Reporting as the principal mode of collection Use of common processing methodology and metadata driven process Establish an earlier cut-off to improve timeliness Establish a Data Service Center for warehousing statistical information Increase governance across all areas involved in statistical data output IBSP Pillars Statistics Canada • Statistique Canada

10. To successfully achieve integration across many programs and processes requires: Continuous support from Senior leaders Very strong governance over life of project Extensive collaboration across the organization Ability to negotiate and adapt: generic solutions have limitations The Generic Statistical Business Process Model Statistics Canada • Statistique Canada

11. Suite of approximately 150 existing business surveys covering manufacturing, services, retail, agriculture, capital expenditure, energy and R&D ; ad-hoc surveys as well Covers all survey activities from frame to dissemination Financial and activity based Establishment and enterprise Scope of Project Statistics Canada • Statistique Canada

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13. Horizontal Integration Statistics Canada • Statistique Canada

14. Vertical Integration Statistics Canada • Statistique Canada

15. Generic processors for: Sampling Edit and imputation Estimation Moving towards one collection platform Common analytical tools Used by subject matter analysts and the System of National Accounts analysts; Simplifies staff mobility How to Achieve Integration - tools Statistics Canada • Statistique Canada

16. Harmonized common content across business surveys – it is now an enforced standard Harmonized questions to extent possible One mapping between tax information and survey concepts with the Chart of Accounts Reduced content by 20% How to Achieve Integration - Content – Concepts and Output Statistics Canada • Statistique Canada

17. Why coherence? Output from different programs integrated into the System of National Accounts Output from different programs compared by users Eliminates potential overlap in coverage and helps identify coverage gaps Coherence Across Different Programs Statistics Canada • Statistique Canada

18. To successfully achieve integration across many programs and processes requires: Continuous support from Senior leaders Very strong governance over life of project Extensive collaboration across the organization Ability to negotiate and adapt: generic solutions have limitations Project Management Statistics Canada • Statistique Canada

19. Use of the Business Register Establishment and entreprise based Two-phase sampling for commodity and activity based surveys For the rest Stratified Ramdom sample Allocation industry by geography Take-all strata for complex enterprises Take-some strata for simple establishments Methodology Statistics Canada • Statistique Canada

20. Focus on commodities and activities through two-phase strategy Collect key information to Update the Business Register And select a targeted sample Applicable mainly to activity and commodity surveys Methodology Large Sample Gather information on activity/commodity and select target sample Send full questionnaire to sub-set Statistics Canada • Statistique Canada

21. Population divided into two components: The very complex Census of these enterprises Financial and characteristics information collected The rest Tax data will be used for the financial information Collect characteristics information The large enterprises with a simple structure Pilot project to use tax data Use of Tax Data and Sampling Statistics Canada • Statistique Canada

22. The backbone of all survey processes Developed semantic model which illustrates and documents all survey concepts and their properties and relationships with other concepts within a domain of knowledge Developed standard nomenclature and numbering system for survey variables, cells, code sets Will be re-used for all surveys to be integrated into IBSP Metadata Statistics Canada • Statistique Canada

23. Develop electronic questionnaire Modular Approach Implement common editing strategy Active collection management Resolve as much as possible failed edits through automated editing and imputation to reduce follow-up Collection Statistics Canada • Statistique Canada

24. Collection primarily via EDR Modular Approach Built in edits Spreadsheets sent via e-file channel for some large enterprises Reduce the collection window Still keep paper collection for small businesses Around ??? Units collected 4 million $ Collection budget Collection Statistics Canada • Statistique Canada

25. Implementation of common editing strategy Resolve as much as possible failed edits through automated editing and imputation to reduce follow-up Systems Common systems platform Improve generalized systems Re-use some existing systems Create Data Service Center Data Processing Statistics Canada • Statistique Canada

26. Current processing model for annual business surveys Several occurrences of manual interventions through the processes Estimates and quality indicators are only produced near the end Streamline the Survey Process – The Rolling Estimates Sampling Collection Processing Analysis Dissemination Statistics Canada • Statistique Canada

27. Proposed processing system - iterative Collection, processing and analysis done in parallel Quality indicators used to dynamically manage collection Basic principle: no manual intervention inside an iteration Streamline the Survey Process – The Rolling Estimates 2 Collection Dissemination Sampling Processing Analysis Statistics Canada • Statistique Canada

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29. 5 year developmental project Generate 2.5 millions of efficencies Better coherence among survey programs, SNA and administrative Currently in the field for collection Project will continue for several years Conclusion Statistics Canada • Statistique Canada