Investment Sprint Canberra, Australia 16 – 20 March 2015 • The CSPA Investment Planning Sprint was held at the Australian Bureau of Statistics in Canberra 16-20 March 2015. • Nine statistical organizations were represented, six on-site and three virtual. • The sprint was organized under the sponsorship of the High Level Group for the Modernization of Statistical Production and Services (HLG). • HLG have sponsored projects to develop core frameworks supporting modernization which provide the foundation for statistical organizations to standardise and share knowledge (GAMSO, GSBPM, GSIM) • HLG also sponsored projects over the past two years develop and test a Common Statistical Production Architecture (CSPA) to provide the foundation for the ability to create and implement shared statistical services. Sprint Outputs • Brochures • Benefits of CSPA and why you should invest • How statistical organisations can transition to CSPA • Presentations aimed at senior executives, methodologist, technologists and vendors • 2015 Candidate list • Papers • Manifest • Developing CSPA through a community approach • Guide to investment planning and alignment • CSPA: Taking sharing to the next level • Updated value statement in CSPA document • Tools • Portfolio Management Tool Brochure – What is CSPA ? We need to modernise We have a burning platform with: • • • • rigid processes and methods; inflexible ageing technology; increasing cost of traditional data collection methods; inability to quickly respond to emerging information needs; • slow to harness new and alternative sources of data (such as sensor, satellite); • difficulty in attracting and retaining skilled staff in the competitive labour market. In an increasingly digital and data rich environment statistical organizations are struggling to remain relevant. Modernisation blueprint exists CSPA provides a reference architecture to help each agency modernisation, based on common standards: • GSIM • GSBPM • DDI / SDMX CSPA allows us to modernise our environment and use existing international solutions. Current state • Each year the HLG has approved a set of services to be produced within CSPA. • These lists have essentially been offers made by individual agencies. • The identified services have been delivered but not widely utilised. • The list of services has not been driven by the priorities of statistical organisations • Currently, there are a small number of individuals and organisations that are highly influential through existing HLG committee structures. For organisations outside of these committee structures – it can be difficult to participate. Why aren’t existing services already being used? • There are people to convince (the who): • Business people • IT people • Enterprise Architect / the decision maker • We need to convince them to (the what - and then sharing will follow): • Sign on to CSPA (commit) • Commit to reuse as a principle • Other issues • History - What's already in place, legacy systems • Governance / control issues - People don't want to give up control of their systems Topics discussed at sprint Sharing before CSPA • Statistical organizations already participate in many international engagement activities that facilitate sharing. • Spontaneous, relationship driven engagements between statistical organisations, unable to articulate how efficient we have been • The main opportunities that we can focus on: • greater sharing of each statistical organisation's ICT portfolio investment and management plans • finding and exploiting opportunities to align engagements with some vendors • earlier collaboration on innovative and transformative approaches • leverage modern technology development practices and tools to support physically dispersed teams What does CSPA offer to sharing? • It broadens the types of sharing to smaller parts of IT solutions rather than the large grained, complex pieces that have historically been shared • It builds on and enhances sharing of non-ICT dimensions of a capability • Sharing of any dimension of a capability can occur with different degrees of maturity. • With more maturity in sharing comes: • more confidence in the sustainability of things being shared • more clarity in roles of providers and consumers of the thing being shared • greater visibility of the status of things being shared. Brochure – CSPA Community Supporting the community For the community to be effective, three supporting streams of work are required: Overarching governance – Limited governance arrangements are required to manage participation in the community. This would include a process to new organisations entering the community, principles which cover expected behaviours for members and validation of the output of development project. Community fora to allow project teams to share ideas, requirements and test packages. This should include virtual meeting spaces, wiki, blogs and environments to share investment plans and project collateral. Administrative and technical support to facilitate the work of the community – including virtual meetings, community activities, assistance on implementing CSPA and compilation of the communities portfolio investment plans. Currently this administrative support is provided by UNECE. Note that any requirement to create effective projects are out of scope of this community model, as these are a project specific responsibility. For more information about CSPA, visit the CSPA wiki at: www1.unece.org/stat/platform/ display/CSPA Statistical Modernization Community Building a Statistical Modernisation Community • An active community seeking to leverage Common Statistical Production Architecture (CSPA) • Allow statistical organisations to contribute to achieving the vision of the High Level Group (HLG). • Individual organisations voluntarily identify the nature of their contributions with the support of a global community. • The role of HLG is to provide stewardship and to assist in steering the community to deliver on the shared goal in an efficient manner. • They recognise the right of individual organizations to determine their own contributions based on their own priorities. • HLG are the holders of the vision and they are influential supporters of the work done to help realise this goal. Vision of an aligned and collaboratively led community. Benefits of the Community Approach • Effective approach to delivering statistical services, by lowering the costs of overall production and minimising duplication by working towards a shared goal. • SO are able to optimise their level of contribution based on their current capability and resourcing constraints. • Working on project of mutual interest strengthens understanding, design, implementation and adoption – ensuring statistical services are more fit for purpose scalable and robust. • The community can broker the exchange of information within the community, linking members who share a common interested. • The community openly shares learnings and implementation issues, and seeks to overcome. • Extract best practices round the world • Create projects teams to solve your/common problems • Robust and tested components can be delivered Supporting the community • Overarching governance – Limited participation governance arrangements are required: process to new organisations entering the community, principles which cover expected behaviours for members and validation of the output of development project. • Community fora to allow project teams to share ideas, requirements and test packages. This should include virtual meeting spaces, wiki, blogs and environments to share investment plans and project collateral. • Administrative and technical support to facilitate the work of the community – including virtual meetings, community activities, assistance on implementing CSPA and compilation of the communities portfolio investment plans. Currently this administrative support is provided by UNECE. Brochure – Taking sharing to the next level Need to expose investment plans where we are willing to collaborate Tailored level of contribution allows every country to participate Using capability based investment planning • Business capabilities • Language to describe needs for programme driven investments. • “An ability that an organisation, person or system possesses". • Organisation, people, processes, methodology, standards and technology to achieve. • Characterised as unique and independent entities covering stable business functions in the light of business strategy, which have been abstracted from the organisational model. • The CSPA investment planning makes use of a standard Capability Reference Model developed by the European Statisitical System as the basis for describing planned investments. A portfolio management tool A tool to capture\update the current state of statistical organisations’ portfolios and highlight the areas where investments are planned. The tool assists statistical organisations to align their portfolio to the CSPA capability reference model. The process of synthesizing SO investment plans uses the CSPA portfolio management tool to create an overall picture of the CSPA community’s ICT portfolio. This unified view provides the CSPA community with: •A view of investment coverage and gaps •Areas of likely duplication or overlap •Areas of vendor engagements •A consolidation of the types of investments to be undertaken (Innovation, Transformation, Harvesting) How the type of investment changes sharing • The CSPA Community will focus on the investment plans of participating statistical organizations to improve sharing and alignment. • These plans will, amongst other things, classify capability investments based on how well defined the capability is. • Different investment types will also influence the nature of sharing in the following ways. Vendors opportunities • NSO community: International statistical organisations, Researchers, 10 billion USD, 200 + organisations • Statistical organizations will increasingly adopt only CSPA complaint services • Offer CSPA compliant services –API • Work with NSO for new services • Ongoing modernization and enhancement • Increased market Committing to action • Manifest • Formalisation of our commitment • Defines expected behaviour • Helps you drive change through the organisation • Maximises global participation in the community • Provides access to the strongest capabilities from the community • It makes sense for every organisation. As active participants within the Statistical Modernisation Community, committed to the success of that community, the organizations listed below: 1. Commit to: a. Adopting community behaviours by: i. Being willing to make compromises to take advantage of, and improve, existing services (where it is sensible to do so) ii. Actively contributing to collaboration iii. Behaving as a trusted partner iv. Sharing intellectual property and code with the community where possible. b. Adopting an industry standard architecture in accordance with the CSPA, including the Generic Statistical Information Model (GSIM) and the Generic Statistical Business Process Model (GSBPM). c. Sharing information about investment plans and application portfolios, looking for opportunities to collaborate. d. Identifying existing strong capabilities within each member organization, and seeking to make them available as CSPA compliant services with appropriate documentation. e. Producing (or commissioning from third parties) new and enhanced CSPA compliant statistical services in a manner that enables sharing within the community f. Prioritizing mechanisms that support and encourage community participation when sourcing statistical capabilities 2. Affirm that the community will respect the individual sovereignty and requirements of member organizations and groups Would your organisation sign up to this? Candidates identified so far ESS Capability Model classification Statistical Data Collection / Metadata collection and management Statistical Data Collection / Primary data collection Statistical Data Collection / Collection of administrative and other data sources Statistical Processing / Statistical data preparation Candidate Coding / using machine learning Country Collaborators: Canada Wrap BLAISE to surface capability services Interviewer workload management Web scraping Collaborators: Australia Edit and checking - BANFF Imputation – CANCEIS Validation rules specification (rules engine) Probabilistic record linking Implementers: Australia, Canada Lead: Australia Lead: Canada Implementers: Australia Admin data classification (e.g. for scanner data) FAME wrapped capabilities Statistical Processing / Calculation and finalisation of Collaborators: Australia output Statistical Dissemination / Flexible data access Microdata access (Confidentialised analysis of Collaborators: Australia, Finland provisioning microdata) Implementers: Canada Statistical Analysis / Statistical output analysis & Statistical Geospatial visualisation Dissemination / Flexible data access provisioning Green rows mean that a country has volunteered to lead, orange rows mean that countries would be in interested if someone else leads. Is there anything that should be removed from the list? Are these of interest to your organisation? Two key groups need members • Architecture Working Group (AWG) • Enforce standards for definition, specification, implementation of services and their publishing to the catalogue • Maintenance and evolution of CSPA • Technical Coordination Committee (TCC) • elevating and supporting service implementation • Improve Next steps • Reviewing and “signing” the Manifest for each participating organization • Discussion at the Workshop on the Modernisation of Statistical Production to identify: • statistical organisation who will design and build, • collaboration partners and • implementing statistical organisations. • Assess individual organisation investment strategies, modernisation plans, common priority areas, planned projects • Use common portfolio management tool • Use ESS capability framework (levels 1, 2, partner on 3) • Evaluate the SO SOA readiness, use OSIMM model • Evaluate the candidate list Outcomes • Communicate progress • Getting more precise – Jakob / Ottawa sprint • To get the investment – bunch of stuff you need – investment sprint • Get the Manifest signed • Look at the candidate list and provide fb –use Therese’s new list • Solicit participants for the Architecture Working Group (ToR: enforce standards for definition/specification/implementation/publishing to catalogue, maintenance of CSPA; Technical Coordination Committee (ToR: elevating and supporting implementation, improve) Brochure – SOA Transition Taking advantage of CSPA Services when NOT transforming If you are not following the transformation steps described, it is still possible to use CSPA aligned systems/services within your environment. The CSPA services can be called by systems like other services or libraries that you might have. Using a Platform for Service Communication makes this easier, but it is not necessary. Transitioning to Service Oriented Architecture Existing systems, with little modification, should be able to call the CSPA services, accessing the functionality they provide. There may need to be some data/message translation to assist with the use of the CSPA services. For more information about CSPA, visit the CSPA wiki at: www1.unece.org/stat/platform/display /CSPA List of candidate service – ESS CM Statistical Data Collection / Metadata collection and management Coding / using machine learning Statistical Data Collection / Primary data collection Refactoring BLAISE Interviewer workload management Statistical Data Collection / Collection of administrative and other data sources Web scraping Statistical Processing / Statistical data preparation Delete Edit and checking - BANFF Imputation – CANCEIS Validation rules specification Probabilistic record linking Admin data classification (e.g. for scanner data) Statistical Processing / Calculation and finalisation of output FAME wrapped capabilities Statistical Dissemination / Flexible data access provisioning Microdata access (confidentiality on the fly) Statistical Analysis / Statistical output analysis & Statistical Dissemination / Flexible data access provisioning Geospatial visualisation Is there anything that should be removed from the list? Are these of interest to your organisation?