Integrated Business Statistics Program (IBSP) Introduction Daniela Ravindra Director, Enterprise Statistics Division November 9th, 2010

Statistics Canada Statistique Canada 2 Overview  What is the IBSP?  Drivers for change  Building on an existing model  Objectives of the initiative  Project plan

Statistics Canada Statistique Canada 3 What is the IBSP?  General model for producing business data Covers all aspects of survey Modular approach Accommodate most business surveys Uses as much as possible already existing approaches and generalized systems

Statistics Canada Statistique Canada 4 Drivers For Change  IT infrastructure rusted out systems proliferation of systems lack of robustness  Lack of responsiveness to clients’ needs  Many commonalities between business surveys  Maintain relevance/Corporate Business Architecture Need to develop more efficient approaches

Building On An Existing Model  Based on the existing UES model  Incorporate lessons learned Need to streamline Need to consolidate different processing models Introduce and support stronger governance model  Incorporate new methodologies  Introduce more flexibility into the system to respond to changing clients’ needs Statistics Canada Statistique Canada 5

6 High Level Objectives  Reduce development and maintenance costs  maximize the use of generalized systems for survey production  Develop a modular system  Simplify processes, reduce the learning curve and improve timeliness  establish a common editing strategy for automated and manual editing

Statistics Canada Statistique Canada 7 High Level Objectives (continued)  Modernization of processes  multi-modal collection with Electronic Data Collection as the principal mode of collection  Reduce response burden and realize efficiencies  maximize the use of tax data for the estimation of financial information  active collection management  Integration  promote the full use of the Business Register as the frame for all business surveys

Statistics Canada Statistique Canada 8 PHASE 1 ProgramFiscal Year to Start Integration 58 Existing UES surveys2013 CAPEX surveys (actual, preliminary and intentions) – 2 survey periods 2013 PHASE 2 22 Energy surveys (13 annual, 2 quarterly and 7 monthly) Transportation surveys (Annual and quarterly Trucking Financial and Passenger Bus) 2014 RDCI (Research & Development in Canadian Industries) 2014 PHASE 3 30 Agriculture surveys IOFD program (Enterprise Financial Statistics made up of 3 surveys - Quarterly Survey of Financial Statements, Annual Financial and Taxation Statistics and Survey of Suppliers of Business Financing) 2015 Integrating New Surveys - Schedule

Challenges With Respect To Integration  Integrate both annual and sub-annual surveys  Some surveys have particularities: balancing systems  Scope creep  Standardize methods and processes across so many programs Statistique Canada Statistics Canada 9

Frame  Hook all surveys to the Business Register Statistique Canada Statistics Canada 10 Business Register Integration ProgramYear of Integration CAPEX Energy Transport Farm Register

Sampling  Objectives: Target commodities and characteristics Designed for both industry and activity based and surveys  Work to date: Tested one and two phase sample approaches Examined pro and cons of each approach  Challenges: Operationalize the two-phase approach (need to test) Minimize response burden Determine sampling variables allowing for targeting commodities and/or characteristics Statistique Canada Statistics Canada 11

Content  Objective: standardize and harmonize content produce a modular questionnaire Maximize use of tax data  Work to date: Reviewed all UES and CAPEX content Tested all new CAPEX concepts Produced draft questionnaires  Challenges: Determine frequency of collection Determine tax replacement Statistique Canada Statistics Canada 12

Collection  Objective: Use electronic questionnaire as primary mode of collection Focus on collecting characteristics and commodities Active collection management for a more efficient process  Use quality indicators to prioritize  Work to date: Produced process model for active collection management Plan for parallel run from June to September 2011 Evaluated existing questionnaire development tool  Challenges: Harvest efficiencies while maintaining data quality Manage collection workload Keep process simple Statistique Canada Statistics Canada 13

Post-Collection Processing  Objective: Use of a common editing strategy Integrate subject-matter and SNA needs  Work to date: Proposal for new process flow  Implement an iterative rather than a linear process Evaluated different existing tools  Challenges: Keep edits to minimum required Optimize manual editing Design efficient process that allows for processing of large number of surveys Statistique Canada Statistics Canada 14

Analysis  Objective: Standardize analytical process Integrate subject-matter and SNA needs  Work to date: Conducted consultations and proposed approach Evaluated different existing analytical tools  Challenges: Meet vast array of requirements Re-use existing tools Deal with break in series Statistique Canada Statistics Canada 15