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Jim Tebrake
New York, March 2014
The Integrated Business Statistics Program at Statistics
Canada
Director General Statistics Canada
Statistics Canada • Statistique Canada
Statistics Canada • Statistique Canada
Some History 1980s and mid 1990s the business statistics
program was characterized by:• Multiple Frames• Limited use of administrative data• Numerous systems and processes• Inconsistent methodologies• Different concepts• Program specific classifications
Statistics Canada • Statistique Canada
Early Drivers – Project to improve Provincial Economic Statistics (PIPES) Mid 1990s – National Accounts data take on an
important administrative role for the Government of Canada• Allocation of Harmonized Sale Tax Revenue (VAT)
between the Federal Government and Provincial/Territorial Governments
• Important input in determining revenue generating equalization payments from the Federal government to Provincial / Territorial Governments
• Large investment was made in the business statistics program in order to improve the quality and detail of the Canadian National Accounts
Statistics Canada • Statistique Canada
The System of National Accounts was used as the coordinating framework in the modernization of the business statistics program (PIPES)
The PIPES project adhered to the SNA principles of• Coherence
Central business frame Extensive use of administrative data Targeted collection for Large Enterprises Common processes
• Harmonized concepts Survey content Classifications
But it did not go far enough…
Early Drivers – Project to improve Provincial Economic Statistics (PIPES)
Statistics Canada • Statistique Canada
Current Drivers – Integrated Business Survey Project Why IBSP?
1. Many survey programs remained outside of the generic process (cost effectiveness).
2. National Account requirement for flexibility (Policy driven) Research and Development, Globalization, Service sector,
introduction of new products and technologies.3. Business Requirements
Aging infrastructure (systems and classifications) Statistics Canada is facing financial pressures (value for
money) Government wide initiative to reduce red tape (Reduce
respondent burden) Higher than historical turnover in personnel
Statistics Canada • Statistique Canada
What is the IBSP?1. Modernization in the way in which we produce business
statistics
2. Strong governance that ensures coherence from start to finish and across the different programs that produce business statistics.
3. Uses the System of National Accounts and policy demands as the coordinating frameworks.
4. The IBSP is an important transformational project: – Examined from a conceptual point how we want to
function– Operationalize the conceptual approach– Develop infrastructure
Statistics Canada • Statistique Canada
Objective of Project Address the requirements of the macroeconomic
frameworks (SNA, BOP, GFS), policy makers and key users (government, business, public, academic)
Develop generic model for producing business statistics• Improve quality, in particular the coherence aspect,
across the different programs • Robust infrastructure• Less expensive to maintain • Flexible to respond to client needs • Reduce respondent burden
Return efficiencies to the corporation
Statistics Canada • Statistique Canada
Scope of Project Suite of approximately 150 existing business
surveys covering manufacturing, services, retail, agriculture, capital expenditure, energy and R&D ; ad-hoc surveys as well
Covers all survey activities from frame to dissemination• Financial and activity based• Establishment and enterprise
Statistics Canada • Statistique Canada
Implementation of Project Gather requirements from major stakeholders
(System of National Accounts, policy departments, subject matter divisions)
Build and test the supporting infrastructure Phase in business surveys over time
• RY 2013 - Manufacturing, Retail, Services and Capital Expenditures
• RY 2014 - Energy, Research and Development• RY 2015 - Agriculture and Transportation• Ry 2016 – Quarterly Financial Survey
Statistics Canada • Statistique Canada
IBSP Pillars - The Generic Statistical Business Process Model
To successfully achieve integration across many programs and processes requires: Continuous support from Senior leaders Very strong governance over life of project Extensive collaboration across the organization Ability to negotiate and adapt: generic solutions have
limitations
Statistics Canada • Statistique Canada
IBSP Pillars - Horizontal Integration
IBSP Pillars - Vertical Integration
Frame
Sampling
Collection
Edit & Imputation
Estimation
Analysis
Confidentiality
Dissemination
Target commodities with 2
phase sampling
Survey specific indicators
(commodity/activity)Update directly on
frame
Com
mon
Ed
itin
g
Str
ate
gy
Harm
on
ize o
utp
ut
Quality indicators
Coord
inati
on
Statistics Canada • Statistique Canada
IBSP Pillars – Content and Classifications
Harmonized common content across business surveys – it is now an enforced standard
Harmonized questions to extent possible One mapping between tax information and survey concepts with
the Chart of Accounts Reduced content by 20% Enforced use of the North American Industrial Classification
System (NAICS) and the North American Product Classification System (NAPCS)
Statistics Canada • Statistique Canada
IBSP Pillars - tools
Generic processors for: Sampling Edit and imputation Estimation
Moving towards one collection platform Common analytical tools
Used by subject matter analysts and the System of National Accounts analysts;
Simplifies staff mobility
Statistics Canada • Statistique Canada
IBSP Pillars - Methodology Use of the Business Register
• Establishment and enterprise based
Two-phase sampling for commodity and activity based surveys
For the rest, Stratified Random sample • Allocation industry by geography• Take-all strata for complex enterprises• Take-some strata for simple establishments
Statistics Canada • Statistique Canada
IBSP Pillars - MetadataThe backbone of all survey processesDeveloped semantic model which illustrates and
documents all survey concepts and their properties and relationships with other concepts within a domain of knowledge
Developed standard nomenclature and numbering system for survey variables, cells, code sets• Will be re-used for all surveys to be integrated into
IBSP
Statistics Canada • Statistique Canada
IBSP Pillars - Collection Collection primarily via EDR
• Modular Approach• Built in edits• Spreadsheets sent via e-file channel for some large
enterprises
Reduce the collection window Still keep paper collection Around 70,000 Units collected 4 million $ Collection budget
Statistics Canada • Statistique Canada
IBSP Pillars - Data Processing Implementation of common editing strategy
Resolve as much as possible failed edits through automated editing and imputation to reduce follow-up
Systems• Common systems platform • Improve generalized systems• Re-use some existing systems
Create Data Service Center
Statistics Canada • Statistique Canada
IBSP Pillars - Streamline the Survey Process (The Rolling Estimates) Proposed processing system - iterative
• Collection, processing and analysis done in parallel
• Quality indicators used to dynamically manage collection
• Basic principle: no manual intervention inside an iteration
Collection
Processing
Analysis
Sampling Dissemination
Statistics Canada • Statistique Canada
IBSP Outcomes Coherence
• Output from different programs integrated into the System of National Accounts
• Output from different programs comparable by users• Eliminates potential overlap in coverage and helps
identify coverage gaps Cost Effectiveness
• Reduction in the number of systems and processes Reduced Response Burden
• Focus on administrative data, coordinated sampling, electronic collection
Statistics Canada • Statistique Canada
Project Management
To successfully achieve integration across many programs and processes requires: Continuous support from Senior leaders Very strong governance over life of project Extensive collaboration across the organization Ability to negotiate and adapt: generic solutions have
limitations
Statistics Canada • Statistique Canada
Leveraging the benefits of a centralized statistics system
Statistics Canada • Statistique Canada
ConclusionOver 150 survey’s and programs integrated
into the same process using the same systems, concepts and classifications
5 years to develop Will generate and estimated $2.5 million of
efficencies Currently in the field for collection Implemenation will continue for several years
Statistics Canada • Statistique Canada
Conclusion For more details, please contact
• Marie Brodeur, DG, Industry Statistics• [email protected]