Transcript Statistics NZ’s Business model Transformation Strategy (BmTS) John Pearson and Tracey Savage Overview • • Introduction to the BmTS 3 key themes: 1.

Statistics NZ’s
Business model Transformation
Strategy (BmTS)
John Pearson and Tracey Savage
Overview
•
•
Introduction to the BmTS
3 key themes:
1. People, process, methods…then
software
2. Advances in Stats NZ methodology
3. Evolutionary change - business,
cultural & programme
•
Questions
2
BmTS Objectives
• Better service
• Operational excellence
• Attractive workplace
3
BmTS Deliverables
1. Standard processes
•
80/20
2. Disciplined approach
•
Data and metadata
3. Enterprise-wide technical architecture
4
BmTS Approach
People
Process
Methods
Software
5
BmTS Approach
People
Process People
Methods
Software
Process
Methods
Software
Time
6
Business Process Model (BPM)
Need Design
Build
Collect
Process
Analyse
Disseminate
7
Business Process Model
Need Design
Build
Collect
Identify
sample
Process
Establish
population
Analyse
Generate
sample
Disseminate
Validate
And Q.A.
Maintain
sample
Manage
providers
Setup
collection
Run
Collection
Load
data
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Business Process Model
Need Design
Build
Collect
Identify
sample
Process
Establish
population
Analyse
Generate
sample
Disseminate
Validate
And Q.A.
Maintain
sample
Manage
providers
Setup
collection
Run
Collection
Load
data
9
Business Process Model
Need Design
Build
Collect
Identify
sample
Process
Establish
population
Analyse
Generate
sample
Disseminate
Validate
And Q.A.
Maintain
sample
Manage
providers
Setup
collection
Run
Collection
Load
data
10
Business Process Model
Current generic BPM (gBPM)
Need
Design
Build
Collect
Process
Analyse Disseminate
CORPORATE
STATISTICAL
MANAGE
Methodology
11
Business Process Model
Future gBPM
Need
Design
Build
Collect
Process
Analyse
Disseminate
CORPORATE
STATISTICAL
MANAGE
Methodology
12
Process - Progress & successes
• gBPM - for all collections - developed,
agreed and used
• Detailed business processes documented for
– Collect, Analyse, Disseminate
– Administrative data, data integration, &
feasibility projects
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Methods – Establishment surveys
Advances in:
• longitudinal Business Frame
• size measures on our Business Frame
• modelled tax data for the "small" strata
• regular reselection
• record linkage methodology
• research into sample rotation
• p% rule for confidentialisation of tables
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Methods – Case study
E&I
Strategy
& Principles
generic
E&I
Processes
E&I
Training
E&I
Standards
Editing &
Imputation
E&I Plans
New E&I
methods
Standard
E&I tools
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Methods - Progress & successes
• Standard methods – being developed
and/or documented
• Standard tools – examples:
– BANFF (Statistics Canada) for editing and
imputation
– INTERP (in-house) for benchmarking and
interpolation
– QualityStage (IBM) for data integration
– GREGWT (ABS) for integrated weighting
– X12-ARIMA (US Census Bureau) / SADJ (inhouse)
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Software
Our current system…
Survey Processing Template
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Software evolution
BmTS builds on SProceT foundations
• metadata driven systems
• common look and feel
• re-use of 'best practice'
• availability of management information
• dynamic nature of views
• interactive processing
• fully integrated desktop processing
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Software evolution
BmTS: The next generation
• not a template that is iteratively
improved; not in Lotus Notes
• wider scope - end-to-end; used by all
Statistics NZ collections
• generic & standard business processes,
methods, tools
• workflows, centralised data & metadata;
service oriented architecture (SOA)
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Future Software - BmTS Components
6. Transformations
1. Input1.Data
InputEnvironment
Data Store
E-Form
Raw
Raw
Data
Data
Clean
Clean
Data
Data
Aggregate
Data
Data
7. Respondent Management
2. 2.
Output
OutputData
DataEnvt.
Store
‘UR’
‘UR’
Data
Data
Summary
Summary
Data
Data
Official Statistics System &
Data Archive
5. Information Portal
INFOS
4. Analytical Environment
CURFS
Disseminate
Web
CAI
CAI
Multi-Modal Collection
Build
Admin.
Imaging Admin.
Data
Data
Design
Process
Analyse
10. Dashboard
/ Workflow
RADL
RADL
Collect
Output Channels
Need
8. Customer Management
3. Metadata
Metadata Store
Environment
Statistical
Process
Knowledge Base
9. Reference Data Stores
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BmTS Components - Progress
Link to
Link to
1. Input1.Data
InputEnvironment
Data Store
Raw
Raw
Data
Data
‘UR’
Aggregate
Clean Aggregate
Aggregate
‘UR’
Clean
Clean
Data
Data Admin Data
Data
Data
Data
Area
Area
Q
stage Data
T’form
7. Respondent
Management
CRM
RM
portal
Summary
Summary
Data Table
Data
builder
CURFS
INFOS
Confid
Output T’form
2. 2.
Output
OutputData
DataEnvt.
Store
cubes
Official Statistics System &
Data Archive
E-Form
Call
Mgmt
UR
Category
6.
Transformations
T’form
EI
Logi+
Web
T’form
library
5. Information
Portal
BANFF
RADL
RADL
CAI
CAI
Multi-Modal Collection
Admin.
Imaging Admin.
Data
Data
IDC
Imaging
Portal
Output Channels
D/board
Analytics
SAS
MS
/ Workflow
workflow 10. Dashboard
BI
Excel
TS
Graphical
Analysis
4. Analytical Analysis
Environment
Datalab
Statis
phere
Customer
8. Customer Management
CRM
3. Metadata
Metadata Store
Environment
System
Metadata
BF
Statistical
Process
Knowledge Base
9. Reference Data Stores
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Software – Progress & successes
• Strategy & Broad Logical Design for 7/10
BmTS components
• Proof of concept / prototype solutions for:
– National Accounts / time series data
– dissemination products
– unit record data: collect to clean
•
•
•
•
•
Standardised collection phase in production
Fact table approach utilised for all data
Reuse of components is happening
User Interface guide developed and utilised
Service oriented architecture in place
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Changes and challenges
Cultural change required
• business processes as the driver
(not ICT)
• focus on commonalities between
business areas
• support for and use of standards
• culture of analysis
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Changes and challenges
• Ownership - of processes, methods,
and tools / software
• Monitoring progress
• Clarifying future statistical architecture
• Impact on data quality
• Determining the impact on specific
outputs
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Lessons learned
• People > process > method >… systems
– Collection areas focus on their differences
– Compromise: development vs BAU
– Long-term gain has short-term cost
• Evolutionary transformation:
– many minor successes and failures
Do not expect to get it 100% right the first time
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Contacts
• [email protected]
methodology
• [email protected]
BmTS general
• [email protected]
Metadata
• [email protected]
BPM
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