Business Process Improvement in the Economic Programs Directorate at the U.S. Census Bureau Deborah M. Stempowski Shirin A. Ahmed U.S. Census Bureau ICES III June 2007 Agenda • • • • • Background Identifying Opportunities Business Cases for Top Ideas Other Improvement Ideas Future Steps for Process Improvement 2 Background • Economic Programs Directorate measures the economy through Censuses every 5 years, 100 current economic and government programs, Foreign Trade Statistics. • In 1994, Economic Planning and Coordination Division (EPCD) formed to focus on corporate planning and implementation of key processes. 3 Background • Over the next decade, significant progress was made on corporate generalization and standardization. • Standard Economic Processing System (StEPS) • Business Register Modernization • Economic Census Metadata-Driven Instrument Design • New Analyst Tools 4 Formation of BPIT Team • New Strategic Plan / Business Process Improvement Team Formed • Major Process Areas – Program management – Content planning and approval – Sample design, selection, maintenance – Data collection, follow-up, capture – Respondent assistance – Editing and tabulation – Data review and correction – Data dissemination and outreach 5 Identifying Opportunities • Team solicited ideas that would produce cost savings. • 240 ideas were received • Ranking system was developed: – (1) Ideas to consider – (2) Off the table (out of scope) – (3) Easy to implement or survey specific – (4) Things already in progress – (5) Nice idea but not process improvement 6 Identifying Opportunities • 60 ideas were classified ‘Ideas to Consider’ • Team further reduced the list to 25 and ranked those by: – Benefits other than costs – Cost savings – Implementation Effort / Cost 7 Top 5 Ideas • Automated Workflow and Electronic Tracking System • Standardization and Generalization of Current Survey Data Collections • Economic Directorate Analyst Toolkit • Improvement in Data Editing Procedures • Improvement in BR Maintenance 8 Automated Workflow and Electronic Tracking System • Would support all processing steps for the 2007 Economic Census at the National Processing Center. • Over seven million records are processed and one million are referred for additional review. • Benefits would include the elimination of paper, early identification of bottlenecks and real time information for managers. 9 Automated Workflow and Electronic Tracking System • Group evaluated costs, benefits, and risks of the existing system an automated system. • Two packages were evaluated: Oracle and Feith. • Based on cost, the group did not recommend implementation. • To take full advantage, the processes would have to be re-engineered and that was out of scope for 2007 / To be considered for 2012 10 Standardization and Generalization of Current Survey Data Collections • Would provide for the development of a generalized data collection system for current surveys. • Standardize letters • Generalizing mailings and follow ups to eliminate duplication • Using more electronic reporting • Adopting a company centric approach 11 Standardization and Generalization of Current Survey Data Collections • In fiscal year 2004, directorate spent over $9 million for data collection for 18 key programs. • Cost savings associated with the implementation of several recommendations would be approximately $1.6 million. 12 Standardization and Generalization of Current Survey Data Collections • Development of a business portal that would provide a one stop service center • Would be an extension of our Business Help Site (BHS). • Standardizing and generalizing mailouts. • First steps are: – Automation of the company reporting calendar – Secure messaging 13 Economic Directorate Analytical Toolkit • Next generation of analyst tools. • Common look and feel based on a similar conceptual design. • Tools would use common data sets that reside in one place to facilitate easier review and corrections. • Common tools could be developed for use with the census and current surveys. 14 Economic Directorate Analytical Toolkit • Team evaluated how analysts were spending their time using a survey. • Cost algorithm using average salaries was developed. • Directorate spending nearly $30 million annually on analysis. • 350 analysts were spending 60% so a small gain in efficiency could produce substantial savings. 15 Economic Directorate Analytical Toolkit • Senior managers approved a technical evaluation. • Focused on single sign on, displaying data from multiple sources and passing identification and data between multiple sources. • Team developed a proposal over 6 months • Due to the current budget situation, the project did not proceed. • Conducted exhaustive evaluation of StEPS. 16 Improvement in Data Editing Procedures • Focused on improving efficiency by defining measures for editing, investigating alternatives, reducing ‘low value’ edits and trying to reduce the number of failures to be reviewed manually. • Team assessed current practices and developed 7 recommendations. 17 Improvement in Data Editing Procedures • Management endorsed the recommendation to share knowledge about editing. • Management also requested that 5 pilot studies be done to evaluate the efficiency of the edits for those programs. • Studies recently completed / results under review 18 Improvement in Register Maintenance Procedures • Purpose is to keep the BR up to date with information from the current surveys and administrative records sources. • First part is to set up a continuous information flow so organizational changes are updated. • Second part will to identify additional administrative data to improve coverage and relevancy. • Research started on a small scale / no concrete results as yet for business case. 19 BPIT Easy Ideas • On-line use of calendaring software. • Use of more project management tools. 20 Reforming BPIT • Team reformed in Late 2006 • Lessons learned from Phase I showed ideas successful at implementation: – Ideas needed to be doable – Resources for an idea needed to be squeezed into current resource duties – The process for improvement and the results needed to be measurable. 21 Approach for BPIT Phase II • Review original list of 240 under new criteria • Ask staff for further ideas • Review and select top ideas through facilitated discussions 22 Top 5 Ideas for BPIT Phase II • Provide an effective document management system • Improve web-based reporting for current surveys by evaluating Census Taker • Publicize and increase awareness of the business help site • Inventory analysts’ review practices, develop checklists and ensure review procedures / MIS are in place • Establish a document series to reflect key policy and strategic decisions 23 Thank You Questions? Sahmed@census.gov 301-763-2558 24