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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

Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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Page 1: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

Jim Tebrake

New York, March 2014

The Integrated Business Statistics Program at Statistics

Canada

Director General Statistics Canada

Statistics Canada • Statistique Canada

Page 2: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 3: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 4: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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)

Page 5: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 6: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 7: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 8: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 9: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 10: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 11: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

Statistics Canada • Statistique Canada

IBSP Pillars - Horizontal Integration

Page 12: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 13: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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)

Page 14: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 15: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 16: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 17: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 18: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 19: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 20: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 21: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 22: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

Statistics Canada • Statistique Canada

Leveraging the benefits of a centralized statistics system

Page 23: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

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

Page 24: Jim Tebrake New York, March 2014 The Integrated Business Statistics Program at Statistics Canada Director General Statistics Canada Statistics Canada Statistique

Statistics Canada • Statistique Canada

Conclusion For more details, please contact

• Marie Brodeur, DG, Industry Statistics• [email protected]