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A Business Architecture Model to Foster Standardisation in Official Statistics
Giulio Barcaroli, Nadia Mignolli, Piero Demetrio Falorsi, Alessandra Fasano
Italian National Institute of Statistics - Istat
Department for Integration, Quality, Research and Production Networks Development (DIQR)
CONFERENCE OF EUROPEAN STATISTICS STAKEHOLDERSMethodologists, Producers and Users of European Statistics
Sapienza University of Rome, 24 - 25 November 2014
INVITED SESSION 1 – Modernisation of Statistical Production Processes:Vision, Experiences and Challenges
Rome, 24 November 2014
Outline
Background
Business Architecture: reference framework and definition
BA Business Lines and activities
BA conceptual scheme
BA principles
Concluding remarks
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 2014
Background Istat modernisation programme Stat2015: with the main
purpose of Standardisation of the statistical production process
Business Architecture first simplified proposal: elaborated by the Sponsorship on Standardisation on the basis of Statistics Netherlands (CBS) model
Current BA Model: A joint task of the Statistical Network (the Business Architecture
Project Team - Institutes of Australia, Canada, Italy, New Zealand, Norway, UK) and the ESSNet on Standardisation
Consistent with current actions carried out at international and European level (CSPA; ESS Vision 2020; ESS Architecture TF)
Cost-efficient (reuse 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; etc.)
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 2014
Business Architecture (BA): Reference Framework and Definition It is considered the tool for achieving modernisation in
Istat and a common language to undertake congruent innovation paths ( “to be” model)
It is the conceptual and strategic part of Enterprise Architecture (EA) and drives the overall EA (its four layers – BA; AA; IA; TA) within an NSI
It covers all the activities undertaken to produce statistical outputs, including conceptualisation, design, build and maintain information and application assets
It is a reference model to optimise processes within an Institution/Organisation and make them more efficient. It covers both statistical activities and strategic organisational tasks and capabilities
It is based on a BA Activity Model, on a set of principles and on common and shared infrastructures
(Statistical Network BA Project Team; CSPA; ESSNet on Standardisation, 2013)
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 2014
BA Business Lines
They are homogeneous areas with respect to the aim of the activities carried out and the nature of the information processed and/or services that insist on this information
They are defined in order to guarantee independence from the Institute current organisational structure, so as to ensure stability with regard to any future reorganisation
They facilitate NSIs to refer to a unique organisational model at the enterprise level, overcoming their internal tendency to replication/duplication
They enhance harmonisation and standardisation against stovepipe models characterised by strong heterogeneity (of procedural, methodological and technological approaches), lack of standards and redundancy of data and applications
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 2014
4. CAPABILITYPlan capability improvements; Develop capability improvements;
Manage capabilities; Support capability implementation
DEVELOPSpecify needs; Design; Build
MANAGEPlan; Monitor; Adjust
IMPLEMENTCollect; Process; Analyse; Disseminate
3. PRODUCTIONIt consists of high-level strategic activities that enable NSIs to deliver the products and services needed by governments and communities nationally and internationally. These activities influence, shape and drive future directions and investments through the development and consideration of high-level strategies to advance statistical capabilities and optimise the statistical portfolio
It covers the cross-cutting, non-statistical functions required by an organisation to deliver its work programme efficiently and effectively. It supports the successful development and management of the capabilities (covering methods, processes, standards and frameworks, IT systems and people skills) that underpin an organisation ability to conduct its business. It also strongly promotes the reuse and sharing of infrastructure (statistical and technical), facilitating harmonisation and coherence of statistical outputs
BA Four Business Lines and their Group of Activities (Level I and II)
2. CORPORATE SUPPORTManage business and performance;
Manage finances; Manage human resources;
Manage IT; Manage information and knowledge; Manage consumers and
suppliers
1. STRATEGYPosition; Govern; Influence and
collaborate
It deals with all steps necessary to manage, design and implement statistical production cycles or projects, including surveys, collections based on data from administrative or other sources, account compilations and data modelling. It delivers the outputs approved under Strategy, utilising the capabilities and resources built and managed under Capability and Corporate Support.
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 2014
BA Activity Model (Level I, II and III)
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 2014
Istat BA Model – The Conceptual Scheme
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 2014
BA Principle Assessment 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
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 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 process
It is defined and planned during Develop or Re-develop
It is monitored and assessed in each phase of GSBPM and in correspondence of intermediate and final data releases
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 2014
Key Messages from BA Principles (II)
Reuse 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” statistical 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
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 2014
Industrialisation of the Statistical Process
Statistical production has a repetitive nature with a rather rigid organisation style that can be largely automated
An industrialised process can be realised by agents other than those who have designed it
Ensuring the independence between Develop and Implement
Develop 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 Develop phase
Key Messages from Principles (III)
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 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 a BA model also at European/international Statistical System level
This is consistent with what is taking place at European and international level
Sponsorship and ESSNet on standardisation ESS Architecture Task Force Statistical Network High-Level Group for the Modernisation of Statistical
Production and Services
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 2014
Thank you for your attention
Contacts:
www.istat.it
Grazie per l’attenzione
G.Barcaroli, P.D. Falorsi, A. Fasano, N. Mignolli. Rome, November 24th 2014