Transcript Meeting on the Management of Statistical Information Systems - MSIS 2014 Topic (iv): Architecture Business Architecture model within an official statistical context Nadia Mignolli Giulio.

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
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
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-use of 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
Steps forwards
 First proposal: elaborated by the Sponsorship on
Standardisation on the basis of Statistics Netherlands
(CBS) model
 Current BA Model: a joint 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 foster and intensify the
creation of a BA model at international/European
System level, considering higher level interactions
Nadia Mignolli. Dublin, April 14th – 16th 2014
Enterprise Architecture Layers
Statistical Network BA Project Team (shared also with CSPA), 2013
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
EA and BA Interactions
Statistical Network BA Project Team (shared also with CSPA), 2013
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 Decision and Design principles
 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
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
(Corporate support)
develop
work
programmes
 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
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
CORPORATE SUPPORT
STRATEGY
(Legal framework;
HR, Finance and Administrative
Management; etc.)
(Strategic relations; Strategic
planning; Policy definition;
budgeting; etc.)
STATISTICAL PRODUCTION
IMPLEMENTATION
MANAGEMENT
CAPABILITY
DESIGN
STRATEGY
and
CORPORATE
SUPPORT
CORPORATE SUPPORT: Legal framework;
HR, Finance and Administrative Management; etc.
From
CS1 to
CS5
DESIGN
D4
STATISTICAL PRODUCTION
STRATEGY: Strategic relations; Strategic planning;
Policy definition; budgeting; etc.
From
S1 to
S4
D2
D3
Design
production
system and
rules
Process,
method and
quality
reference
metadata
D1
Design
outputs
Check data
availability
Portfolio
manageme
nt
Determine
needs for
information
Strategic
planning
metadata
Reference
and structural
metadata
MANAGEMENT
Stakeholders
Planning (HR, etc.);
Monitoring; Adjustment
CAPABILITY
IMPLEMENTATION
Metadata Scheduled
actions
Re-use/
development
and release
I1
Repository of
Tools and
Applications
Repository of
standard
Methods and
Guidelines
RTA
Metadata Progress
Reports
(Audit)
Metadata Planned
quality
I4,I
5
I2,I
3
Repository of
Human
Resources
Competencies
RMG
D4
M
Analyse:
validate and
finalise output
RHC
S; CS
I6
Raw input
data and
metadata
From
C1 to C4
Respondents/
Administrative
sources/Big
Data
Metadata Catalogue:
products
quality
Process
Collect
Users
From
M1 to
M3
Validated
internal
microdata
and metadata
Dissemination
(also with
Web 2.0/3.0 )
Analyse: apply
disclosure
control
I6
Internal
aggregated
data and
metadata
I7
Output Micro
and macro
data and
metadata
Repository
of Data and
Metadata
RDM
The BA Model
Nadia Mignolli. Dublin, April 14th – 16th 2014
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
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 Design Principles (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
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
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
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
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
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
Thank you for your attention
Contacts:
[email protected]
www.istat.it
Nadia Mignolli. Dublin, April 14th – 16th 2014