1. Implementation of the GSBPM in the Development of the Integrated Business Survey Program
METIS 2011 Workshop
Session III – National Implementation of the GSBPM
Alice Born and Tim Dunstan
Thursday October 6, 2011

2. Statistics Canada • Statistique Canada
Background
Integrated Business Statistics Program (IBSP)
Centralizing and standardizing processes from collection to dissemination of business statistics
Complex – phase I includes 60 annual business surveys; 6 generalized systems with different technologies; 400 million transactions per year estimated
Pillars of the IBSP project:
Improve governance across all areas
Use of tax data for estimation of financial variables
Common sampling, editing strategies
Earlier cut-off to active collection
Use of e-questionnaires as principal mode of collection
“data service centres” for warehousing of statistical information
“metadata-driven”
Statistics Canada • Statistique Canada
30/07/2019

3. Alignment with corporate business architecture and GSBPM
The Corporate Business Architecture (CBA) initiative is a comprehensive review of the way Statistics Canada conducts its business, including the processes used, enabling computer systems, planning systems and organizational structure. The CBA will involve implementing measures designed to reduce operating costs, enhance quality assurance and improve responsiveness in the delivery of new statistical programs
We need to reduce large numbers of decentralized and specialized systems and processes without damaging quality.
We must focus on becoming more consistent, standardized and systemic in all of our practices.
We need to find ways to improve our use of the resources we have and have greater organizational efficiency and increased responsiveness to user needs.,
Increased robustness of systems and processes
Accelerated execution of new projects and programs.
We need common/shared tools ,processes and practices in project management and governance.
We need corporate solutions and centralized management of resources.
We must create a smaller set of generalized systems and processes that are shared by all programs and that are well-documented and maintained.
Principles of CBA:
Emphasize corporately (rather than locally) optimal decision making
Metadata should be created at the beginning of every process and used throughout the project life cycle
Optimize the use of corporate services such as informatics, methodology support and frame infrastructure, collection, data capture and imaging, statistical processing, and dissemination
Maximize re-use: Use the smallest possible number of distinct business processes and use the smallest possible number of enabling computer systems
Minimize the number of softwares and tools used to support business processes
Encourage widespread training on corporate business applications and tools
Create a strong statistical information management framework
Eliminate duplication of effort
Focus on StC’s core business (developing, producing and disseminating statistical information and analysis)
Separate development from ongoing operations
Promote electronic data collection
Statistics Canada • Statistique Canada 3 3 3 3

4. Metadata-driven IBSP Metadata Repository(s) Quality Indicators
Business Rules
IBSP
Metadata
Repository(s)
Data Source
Selection
IBSP 120+ Survey Flow
Metadata Configurations
Data Inclusion
Control
Questionnaire
Development
Application/Tool
Editing Rules for
Collection Systems
IBSP Processing
Applications
Metadata will be used everywhere in the system
More persistent metadata that doesn't change much will exist in the repository provided via interface screens, or inputs from external systems like QDT
The repository is a database of all the metadata all of our applications need.
The survey flow setup process allows the survey manager or user to choose and configure the metadata each survey will use during processing.
Setting up the survey flow will allow for data source selection...eg tax data, aux data and captured data, one or many.
Setting the prioritization of that available data. eg. If capture and tax both exist, take record always.
The configuring of the survey flow “programs” the system to act in a certain way during processing and customizes the selection of metadata it needs to use
Example in mockups...
Data Integration
& validation Rules
Collection Editing
Systems
Standards & IMDB
IBSP Post-Processing
Applications
More Static
More Dyanamic 4 4

5. Statistics Canada • Statistique Canada
Metadata-driven
Major part of requirements.
One proven method is to break down our project into manageable pieces so the GSBPM was used.
CBA has endorsed the adoption of the Generic Statistical Business Process Model for Statistics Canada.
The is the basis for business architecture modeling for all of Statcan.
IBSP has chose to use this to help define their new documented business processes for the future state; what they want Business Survey Processing to evolve to in the spirit of becoming more efficient and standardized in their approach.
IBSP has identified over 47 business processes that are in the process of being detailed and described for their future state model
These map to the corporate generic processes model with some variation to accommodate the uniqueness of business surveys. 5
Statistics Canada • Statistique Canada 5 5 5

6. GSBPM and the Integrated Business Statistics Program
Used in the business analysis of IBSP
GSBPM used to breakdown the project into manageable parts
GSBPM used to define and document business processes – future state – more standardized and more efficient
Over 47 business processes identified – detailed descriptions for each
Some variation required for business surveys
Statistics Canada • Statistique Canada
30/07/2019

7. Statistics Canada • Statistique Canada
Approach
map existing business processes (i.e., IBSP Business Processes) to the GSBPM
business use cases were produced for each of the IBSP business process groups
detailed business process model was produced by expanding the second level of the GSBPM
writing names and descriptions for the customized sub - and sub-sub-processes of the model
Statistics Canada • Statistique Canada
30/07/2019

8. IBSP Business processes
GSBPM
Phases
IBSP Business processes
1 Specify needs
2 Design, content
3 ...
4 ... 5 6 7 8 9
10 Disseminate
11 Archive
1. Specify needs x
2. Design
3. Build X
4. Collect
5. Process
6. Analyse
7. Disseminate
8. Archive
9. Evaluate
Statistics Canada • Statistique Canada
30/07/2019

9. Business Architecture/Analysis
Process 2.4 Design frame and sample methodology of Phase 2 Design of the GSBPM expanded
Business Architecture/Analysis
+ sign means more details.
At the end of this activity, a new documented detailed business processes will be available for all business changes in the future.
Each business process will have information assets, inputs and outputs, consumer/providers, information states and flows, classifications and metadata.
Business analysis is the basis for system requirements.
Status Update...
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10. Information Architecture
Information analysis and business process analysis
Identify all the information needs and flow throughout the processing
detailed business process analysis carried out at the sub-process level of the GSBPM
Information Architecture
Information Architecture will identify, classify and build logical data models for our database design.
This information can be described by metadata and our challenge is to find and capture all the information needs and its corresponding metadata to enable us to create a metadata driven/dependent system.
This information is being discovered and described during the workshops detailing the new business processes, during working group discussions on content and during the detailing of the system use-cases.
Statistics Canada • Statistique Canada 10 10 10 10

11. Statistics Canada • Statistique Canada
Business use case
Description
4.1
Select sample
Sub-process establishes frame Selects sample
Quality assurance – business register
4.2
Set up collection
Resources ready to collect data
Takes place over a period of time
4.3
Run collection
Sub-process where collection takes place
Initial contact with respondents
Follow up
Records when and how respondents were contacted
4.4
Finalize collection
Loading of collected data and metadata for further processing in Phase 5
Extraction of data , converting formats
BUC descriptions of processes and activities were parsed and transformed into sub-sub-processes of the GSBPM
Statistics Canada • Statistique Canada
30/07/2019

12. Statistics Canada • atistique Canada
Common metadata and common tools
After classifications and semantics are defined, we can begin to group our data and metadata into specific types which is the first step in organizing the logical data models for the database design.
Information analysis is the basis for the database design
Status Update...
Statistics Canada • atistique Canada 12 12 12 12

13. Benefits of using the GSBPM in the IBSP
duplication and redundancy of processes are avoided by rigorous use of the GSBPM
development of business activity descriptions was facilitated through use of the GSBPM
description of information needs was the by-product of development of the business use cases
documentation of the detailed business process was completed as the business process analysis advanced
Management of future changes in a process or sub process (Change Management) is greatly facilitated by use of the GSBPM.
Statistics Canada • Statistique Canada
30/07/2019

14. Statistics Canada • Statistique Canada
Lessons learned
mapping of the GSBPM to groupings of existing IBSP Business Processes was confusing
large group of people consulted at the beginning of the process was soon abandoned for a smaller more specialised group
follow through with the momentum built at the beginning of developing the business process for a grouping - once the business process model is complete, follow through with the task descriptions and so on.
Statistics Canada • Statistique Canada
30/07/2019

15. Statistics Canada • Statistique Canada
Lessons learned
mapping of the GSBPM to groupings of existing IBSP Business Processes was confusing
large group of people consulted at the beginning of the process was soon abandoned for a smaller more specialised group
follow through with the momentum built at the beginning of developing the business process for a grouping - once the business process model is complete, follow through with the task descriptions and so on.
Statistics Canada • Statistique Canada
30/07/2019

16. Statistics Canada • Statistique Canada
Next steps
Information architects now developing information architecture for the IBSP (similar to GSIM project)
Metadata Model
detailed Information Model
Generalised systems will be updated on the business requirements generated by these models
Statistics Canada • Statistique Canada
30/07/2019