“Collect” Collaboration 23 – 25 March 2015 International Collaboration Sprint ABS, CBS, SNZ and STC 1

Sprint goals to achieve a shared understanding of each country’s transformation programs related to data acquisition to explore opportunities for collaboration between NSOs on these activities to support future operations 2

Program and progress Day 1 – Sharing transformation plans Day 2 – Defining common ground for collaboration opportunities Day 3 – Setting collaboration priorities 3

Transforming summary All facing similar challenges Move to digital by design Need to build/leverage new capabilities Collaboration to improve transformation outcomes – faster, cheaper, more robust 4

Collect model terminology 5 ProvidersData AcquisitionOutputs People / Household Business Other Direct collect Direct or Secondary collect Case Mgmt Channel CRM Resource Mgmt Workforce Mgmt Workload Mgmt Structured Data Related functions Vendor Mgmt Instrument Development Admin data acquisition Collection Platform Collection Design Other

Existing capabilities ABS ABS foundation infrastructure Enterprise data warehouse Business process management (SWMs) Statistician’s Workbench Metadata Registry and Repository Census Capabilities Case management Workload management (AWAT) Contact management (COTS) Learning management system (COTS) Management information plus macro editing Online form (outsourced) DABM: Data Acquisition Business Model (V1) Capability mapping (GSBPM) Broad level requirements by capability –Enterprise workgroups XIAM Authentication plus authorisation

Existing capabilities STC  Provider management: Version 1 of provider management to support Census program o Inbound calls from providers  Collection Platform for Census / *social surveys 85%) Workload/case management MIS Interface with frame (Census) Workforce (receipt + admin) Survey planning Training Testing CBS: Sampling Module (CPSA compliant)

Investment Opps 1.Provider Management ABS: Investigate COTS (Plan) “Shared services” SNZ: Build – provider management, case management CBS: Provider management (buy/build) 2.Collection QDT ABS: Questionnaire design, development and test SNZ: Investigate instrument (large and complex/simple CBS: Questionnaire design (requirement, build & test) STC: could bring forward 3.Admin data ABS: Utilize GOTS (SBR) foundation infrastructure STC: could bring forward

Opps 4.Channel Management ABS: Multi-modal “smart edits” - collect platform SNZ: Investigate CAWI solutions. Build Collect platform & connect channels to SF CBS: CAWI (Build – Blaise 5) and CAPI 5.Resource Management ABS: Assess business model, consider with PM CBS: Resource management included in channel management 6.Register, Frame, Sample ABS: Address/Business Register, Phone DB SNZ: SF integration with frames

Investment Opps 1.Provider Management ABS: Implement for new Contact Centre CBS: Contact C. Inbound (build/reuse) 2.Collection ABS: Implement new QDT CBS: QDT (PROD) STC: TBD - Questionnaire design + dev + test (consider collaborationfor FY2015/16). Census 2016 prod + CATI/CAPI collection under CMP. 3.Admin data ABS: Expand to other sources STC: TDD – expansion of admin data under ICOS SNZ: Build infrastructure

Opps 4.Channel Management ABS: Implement CBS: CAPI (build Blaise 5), CATI (req investigate), ?PAPI (req investigate) 5.Resource Management ABS: Plan, source, solution CBS: Res.mng. included in Channel ?? 6.Register, Frame, Sample ABS: Implement

Collaboration Models COTS 1.Existing solution – share 2.New – collaborate with PoC Outsourcing 3.Invest with vendor In-house developments 4.Share requirements, products for IP, methodology, design 5.Existing – share 6.New – build together a)Invest for one build to share b)Share and divide work

Is there opportunity? SNZABSCBSSC Provider Management Y1*Y1/2*Y2*Y Case ManagementY1*YnYn M4N share QDTY2* 6 Y2* 6 Y2* 6A Y4* AdminM4M4/5*M share 4M4* CAWIY*2*A4Y 6A Y CATIY1YY2 6A Y CAPIY*YY2* 6A Y Channel Management Y1Y1*Y2* 6A Y

Is there opportunity? SNZABSCBSSC Frame registerNMNM↓ Resource managementY4 M↓NN Workload managementY1M5 AWAT Y2 or 1N Management informationY2YN56N Sample managementM4Y4YY

Top Collaboration Projects –QDT –Provider management –Channel management –Admin Data –Case management

Collaboration projects capture WHAT – define collaboration goal WHO – stakeholders WHY – capability and benefits from collaboration WHEN – final delivery and next steps HOW (which way) – what collaboration model fits best WHERE- do we have a lead country

Collaboration Project Actions 1.QDT [18 months] Plan – 3 months Assess – end 2015 Build – end Provider management [1-2 years] ongoing work [PoC] in all NSOs 3.Channel management [2 years] Blaise 5 priorities [IBUC] Testing 4.Admin Data [2-3 years] ABS org touch base 3 months 5.Case management demo and share 3 months

Collaboration Actions Month 1 Workshop summaries out (ABS) – 1 week Collaboration space (SNZ) – 2 weeks Each country develop plan for projects Formalise collaboration plans Share info on core infrastructure Data warehouse Metadata RR

Collaboration Actions (ctd) Month 2 Document agreed concepts and terminology Blaise 5 priorities and testing Month 3 Share and demo “case management” Have QDT plan in place Admin collaboration re-group