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Enterprise Architecture 2.0: Accelerating Transformation at StatCan Robert McLellan Chief Enterprise Architect April 25, 2013

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Enterprise Architecture 2.0 What do we mean by Enterprise Architecture 2.0? 1.Adoption of a Service-Oriented Architecture (SOA) approach to our enterprise architecture 2.A shift in focus beyond bottom-up technology standardization to service portfolio management (business services / IT services linkage) 3.Address the business process management gap 4.Leverage international models and standards in our enterprise architecture be part of the Common Statistical Production Architecture (Plug and Play) movement Statistics Canada Statistique Canada 2

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Corporate Business Architecture (CBA) StatCans modernization program was created in 2010 with these objectives: Create harvestable efficiency on on-going operating costs to meet financial goals for savings and investment Enhance quality assurance through implementation of a reduced, unduplicated set of more robust systems and processes Improve responsiveness in delivery of new statistical programs through streamlining of core business processes Phased implementation transformation projects organized in waves 3

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Key CBA Principles Corporately optimal decision making (away from locally optimal) Meta-data driven processes Optimize use of corporate services, centralizing where there is leverage from economies of scale, pooling of resources (e.g. Collection, Dissemination) Maximize reuse through achieving smallest number of distinct business processes and enabling computer systems Minimize toolkits (software tools) Strong Statistical Information Management Data Service Centre GSBPM is the core business process framework

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Preliminary CBA Services Identified Methodology service Business and institutional frame service Household frame service Questionnaire design resource centre Collection service Operations service Data service centre (Statistical IM) Internet dissemination service Inquiry service Processing service (business and social)

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Enterprise Architecture 2.0 What do we mean by Enterprise Architecture 2.0? 1.Adoption of a Service-Oriented Architecture (SOA) approach to our enterprise architecture 2.A shift in focus beyond bottom-up technology standardization to service portfolio management (business services / IT services linkage) 3.Address the business process management gap 4.Leverage international models and standards in our enterprise architecture be part of the Common Statistical Production Architecture (Plug and Play) movement Statistics Canada Statistique Canada 6

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Preliminary Enterprise Architecture View This is an example of an approach being used by some Government of Canada departments EA needs to deliver better tools to planning and portfolio management to support decision making Statistics Canada Statistique Canada 7 Program Activity Architecture Business Services Information Systems / Enablers GC IT Services Current IM/IT Portfolio Target Suites Technology Reference Model Current focus Add this

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Preliminary View Statistical Business Services Statistics Canada Statistique Canada 8 Dissemination System output updating Dissemination product production Dissemination product release management Dissemination product promotion User support management Archive (statistical) Archive rule definition Archive repository management Data & Associated metadata preservation Data & associated metadata disposition Performance evaluation Evaluation input gathering Evaluation execution (conduct) Action planning Analysis Data output preparation Output validation Scrutinizing & explaining Disclosure control application Output finalization Collection Sample selection Collection set-up Collection operation Collection finalization Processing Data integration Data classification & coding Review, validation, and editing Imputation New variable and statistical unit derivation Weight calculation Aggregate calculation Data file finalization Needs analysis Information needs analysis Stakeholderconsultation Output objective planning Concept identification Data availability validation Business case preparation Build Data collection instrument Process component build Workflow configuration Production system testing Statistical business process testing Production system finalization & release Design Output design Variable description Collection Methodology Frame & Sample Methodology Statistical process methodology Production systems & workflow design Statistical Production ServicesStatistical Infrastructure Services Register Services Address register Business register Admin data management Data acquisition Data validation Data management Geo Metadata Management Metadata import Metadata Search Metadata export Classification Classification Definition Classification Updating Concordance Management Methodology Services Research & Devt International Collaboration Household Methods Social Methods Business Methods Quality services QDRC Statistical Analysis & Modeling Macro Accounts Analysis Modeling Other

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Motivation for change ! Statistics Canada Statistique Canada 9 Enterprise complexity drives inefficiency and limits responsiveness

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Government of Canada (GC) Factors Government Infrastructure as a Service Shared Services Canada (SSC) was created in 2011 to provide datacenter, network, and corporate email services Future vision government cloud service provider Back-office Software as a Service Prescriptive standards for Enterprise Resource Planning (SAP, PeopleSoft) Prescriptive standards for Document and Record Management (OpenText ECMS) Departments encouraged to form hosting clusters Centralized procurement of desktop solutions Clear architectural layering and decoupling is essential to manage change, service performance, continuity of operations E.g. changes in network topology, email-enabled systems, hosted solutions Statistics Canada Statistique Canada 10

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Open Group Service Integration Maturity Model Source: http://www.opengroup.org/soa/source-book/osimmv2/model.htmhttp://www.opengroup.org/soa/source-book/osimmv2/model.htm Statistics Canada Statistique Canada 11 Increasing maturity (SOA) Views

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Why do we need to change? Statistics Canada Statistique Canada 12 Monolithic. No integration. Monolithic. Some layers or tiers. Point-to-Point Cross- organizational. Layers or tiers. More integration Enterprise-wide. Services + SOA patterns. Some ESB Enterprise-wide. Composite Services ESB Integrated across the enterprise and external partners. ESB + BPM Adaptive Enterprise Dynamic reconfig. by Biz Analysts. Dynamic integration. Current State Target State(s) ESB = Enterprise Service Bus BPM = Business Process Mgmt

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StatCan Anchor Model Statistics Canada Statistique Canada 13 Core Production Segments Core Infrastructure Services (Data Centre, Network, Email, Desktops, Virtualization, Archive, IT Security Services) Core Information Services CollectionDissemination Business Surveys Processing & Analysis Social Surveys Processing & Analysis Census Processing & Analysis Business Registry Address Registry GeographyClassificationTax Data Registry Other Metadata System of National Accounts& Analysis Input Channels Output Channels Corporate Administrative Processes Databases Core Technology Platforms GISWCMSPortal Doct / Record MgmtEnterprise Application IntegrationAppn TechnologyWorkflow / BPMS Collaboration Office ProductivityIdentity & Access Mgmt SSC ERPCRMBI / DWStatistical Analysis File Svcs Core Statistical Services Sampling Questionnaire Design Tabulation / Analysis Edit & Imputation EstimationConfidentiality Information Mgmt Statistical Data Mgmt GC back office Modelling Coding Technology Layer

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StatCan Enterprise Application Integration Platform (EAIP) Investigation started in 2008 with business analysis Acquired Oracle BPM Suite platform in May, 2013 Enterprise Service Bus BPM Engine for process automation and orchestration Business Activity Monitoring (in support of dashboards, operations) Service Registry and Repository Complex Event Processing engine Lead solution project Integrated Business Statistics Processing platform (IBSP) Statistics Canada Statistique Canada 14 Source: White Paper: Adoption of Service Oriented Architecture for Enterprise Systems in Education: Recommended Practices (September 2009) http://www.imsglobal.org/soa/http://www.imsglobal.org/soa/ Sample SOA 4-step roadmap EAIP IBSP, CBA Core Information Services SOA Governance

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Target Service Suites Statistics Canada Statistique Canada 15 Statistics Canada Statistique Canada Statistical Production Services Collection Services Logistics Case Management Response Processing Collection Systems Operation Survey Pre-Production Testing Survey Progress Monitoring Pre-Collection Respondent Communication Respondent Support Internal Communication Social Processing Services Common processing platform for all socio- economic, labour, health surveys Macro- economic Analysis & Modeling To be captured Census Census 2016 Platform Dissemination Services New Dissemination Model Single Output Database CLF compliance OpenData portal Syndication Social Media Web Services Survey Planning Instrument Generation ICOS Governance Sample Management Training Collected Data Management Response Collection Workload Management HR Management ICOS Business Processing Services Common processing platform for all business / micro- economic surveys Environmental ? IBSP SSPE Statistical Infrastructure Services Business Register Services Web service / EAIP services Address Register Services Web service / EAIP services Admin Data Management To be determined Data validation Data acquisition Data management Geography Services To be determined Alignment with FGP ? Metadata Management Statistical Metadata Management Strategy implementation Metadata Portal Stewardship Model repository? Metadata search Classification Services Classification Management Concordance Management Common services Data Service Centre(s) Steady-state dataset management Search / discover DSC CCE NDM Generalized Systems Services Tabulation Confidentiality Sampling Edit & Imputation Etc. G-Suite C-2016 Key Transformation Projects

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Enterprise Architecture 2.0 What do we mean by Enterprise Architecture 2.0? 1.Adoption of a Service-Oriented Architecture (SOA) approach to our enterprise architecture 2.A shift in focus beyond bottom-up technology standardization to service portfolio management (business services / IT services linkage) 3.Address the business process management gap 4.Leverage international models and standards in our enterprise architecture be part of the Common Statistical Production Architecture (Plug and Play) movement Statistics Canada Statistique Canada 16

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Client User Pathways A client user pathway represents the flow of interaction between a client (user) and a system towards an eventual outcome. The word system is used in the general sense, and doesnt have to represent an IT system specifically. Diagrams Source: James Kelway, http://userpathways.com Statistics Canada Statistique Canada 17

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Statistical SOA Value Proposition As discussed at MSIS 2011, 2012 (Engdahl et al.) Process-driven approach to solution delivery Design-time and run-time binding of functionality SME, Methodology, Business Process Designers can create their own solutions via configurations, process design changes Addresses the Design / Build bottleneck (SNZ paper) Anchored on GSBPM, GSIM Statistics Canada Statistique Canada 18 Source: Tentative anatomy of a new generation of IT-architecture to support GSBPM-processes, Jakob Engdahl and Hans Ireba ck, Anders Holmberg Statistic Sweden, Sweden MSIS 2011 Luxembourg

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How do we design, use, and manage statistical production processes? How will Subject Matter, Methodology, Statisticians design, configure, and use solutions? What are the key roles? Business Analysis Business Process Design / BPM automation Developers, Assemblers Operators, Service portfolio management Identification, design, delivery of services Role of Enterprise Architecture Statistics Canada Statistique Canada 19 Source: Combining Business Process Management and Enterprise Architecture for Better Business Outcomes, Jensen, Cline, Owen. IBM Redbooks. March 2011

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StatCan and Plug and Play StatCan hosted Plug and Play Architecture Sprint 1 in Ottawa Draft 0.1 out for controlled review Next generation of component sharing and collaboration Beyond Banff and Blaise Potential to make important contributions to our collective transformation Statistics Canada Statistique Canada 20

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Conclusion We have embarked on the next part of our Enterprise Architecture journey at StatCan Adoption of a Service-Oriented Architecture (SOA) approach to our enterprise architecture A shift in focus beyond bottom-up technology standardization to service portfolio management (business services / IT services linkage) Address the business process management gap Leverage international models and standards in our enterprise architecture be part of the Common Statistical Production Architecture (Plug and Play) movement Our goal is to accelerate the realization of StatCans Corporate Business Architecture transformation Statistics Canada Statistique Canada 21