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TELER TELematics for Enterprise Reporting http://www.indigo.ie/Datacare/teler/teler.htm eurostat TEL E R SERT 98 Meeting Brussels 28 Oct 1998

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TELER TELematics for Enterprise Reporting

http://www.indigo.ie/Datacare/teler/teler.htm

eurostat

TELER

SERT 98 Meeting

Brussels 28 Oct 1998

SERT 98 Meeting Oct. 28, 1998

TELER Tasks and time frameEnd of ...

USER REQ

SPECS OFDATA

SPECS OFPROCESSES

DEVELOPM

VERIF

PILOTS

EXPLO PLAN

SEP96JAN96 DEC96 JUN97 DEC97 MAR98 DEC98 MAR99

(EXPLOITATION PLAN)

SEP98

SERT 98 Meeting Oct. 28, 1998

TELER Contents

I. Presentation of TELERII. Variants developed by the statistical institutesIII. Variant developed by EUROFER IV. Variant developed by EDIFICASV. First conclusions

SERT 98 Meeting Oct. 28, 1998

TELER The basic principle

Variables

Respondent Collector

Transactiondocuments

Automatedinformation

systems

Data items

Direct extraction

Intermediarystorage:

BISEB

uild

ing

Ext

ract

ion Request

Response

SERT 98 Meeting Oct. 28, 1998

TELER Three variants

● Var. 1 focuses on the translation of data available at the firminto statistical variables

– a software module

SERT 98 Meeting Oct. 28, 1998

TELER Three variants

● Var. 1 focuses on the translation of data available at the firminto statistical variables

– a software module● Var. 2 is especially interested in the use and applicability of a

general coding system to be used in the structuring of BISE– a module built in an already existing package

SERT 98 Meeting Oct. 28, 1998

TELER Three variants

● Var. 1 focuses on the translation of data available at the firminto statistical variables

– a software module● Var. 2 is especially interested in the use and applicability of a

general coding system to be used in the structuring of BISE– a module built in an already existing package

● Var. 3 emphasises on the structuring of BISE and flexibility insending data to various public collectors

– parametrisation of a chain of popular packages

SERT 98 Meeting Oct. 28, 1998

TELER

VARIANTS DEVELOPED BYTHE STATISTICAL

INSTITUTES

SERT 98 Meeting Oct. 28, 1998

TELER Trials variant 1

enterprises (10) ISTAT

enterprises (10+)

enterprises (10)

enterprises (10)

enterprises (10)

enterprises (10)

SCB

STAT FIN

INE/PT

LDS NRWLDS BB

CBS

SERT 98 Meeting Oct. 28, 1998

TELER Trials variant 1

enterprises (10)EDISENT

ISTAT

enterprises (10+)

enterprises (10)

enterprises (10)

enterprises (10)

enterprises (10)EDISENT

EDISENT

EDISENT

EDISENT

EDISENT SCB

STAT FIN

INE/PT

LDS NRWLDS BB

CBS

SERT 98 Meeting Oct. 28, 1998

TELER Trials variant 1

enterprises (10)EDISENT

data ISTAT

enterprises (10+)

enterprises (10)

enterprises (10)

enterprises (10)

enterprises (10)EDISENT

data

EDISENT data

EDISENTdata

EDISENT data

EDISENT data SCB

STAT FIN

INE/PT

LDS NRWLDS BB

CBS

SERT 98 Meeting Oct. 28, 1998

TELER Trials variant 1

enterprises (10)EDISENT

data ISTAT

enterprises (10+)

enterprises (10)

enterprises (10)

enterprises (10)

enterprises (10)EDISENT

data

EDISENT data

EDISENTdata

EDISENT data

EDISENT data SCB

STAT FIN

INE/PT

LDS NRWLDS BB

CBS

Additional:•INE-ES•SORS (Slov)

SERT 98 Meeting Oct. 28, 1998

TELER Trials variant 1 plus 2

combined trials: - EDISENT software - BISE repository

enterprises(20-100)

accountingoffice

CBS

Tax authorityNL

enterprises(t.b.d.)

enterprises(t.b.d.)

enterprises(t.b.d.)

accountingoffice

accountingoffice

accountingoffice

SCB

ISTAT

LDS NRW

SERT 98 Meeting Oct. 28, 1998

TELER Trials variant 1 plus 2

combined trials: - EDISENT software - BISE repository

enterprises(20-100) data

accountingoffice

CBS

Tax authorityNL

data

data

enterprises(t.b.d.)

enterprises(t.b.d.)

enterprises(t.b.d.)

dataaccounting

office

dataaccounting

office

dataaccounting

office

data

data

data

SCB

ISTAT

LDS NRW

SERT 98 Meeting Oct. 28, 1998

TELER The EDISENT Prototype

• Prototype for Windows 3.x (Win95 compatible)• 80386 PC or up• Mouse• 3-4 MB free disk space (country dependent)

SERT 98 Meeting Oct. 28, 1998

TELER EDISENT functionality (1)

● EDISENT consists of two parts:1) the software itself2) metadata on:– the respondent and the observation unit(s) – the combi-questionnaire including comments– code lists

SERT 98 Meeting Oct. 28, 1998

TELER EDISENT functionality (2)

● Main functions:– Initial configuration set-up: relating data items from the

enterprise’s information sub-system to statistical variables

– Periodical transformation of data from the enterprise’sinformation sub-system(s)

– Sending of data to the data collector

SERT 98 Meeting Oct. 28, 1998

TELER EDISENT functionality (3)

● After completion of a once-only adjustment, EDISENTallows for the automatic filling of electronic question-naires and sending the results after completion to theNSI or any other data collector, both on a regular basis

● EDISENT does not consult (files from) the enterprise’sinformation sub-systems directly, but uses export filesthat contain the data items required for answering thequestions from an electronic (combi-)questionnaire

SERT 98 Meeting Oct. 28, 1998

TELER

Outline of EDISENT concept

Computerised Information Sub-system

reports(print files)

one-time adjustment

extensions/changes

EDISENT

translation

sending

datacom / diskette

NSI (or other data collector)

SERT 98 Meeting Oct. 28, 1998

TELER How to use EDISENT

● Data collector: EDISENT Trial Kit

● Occasional user: EDISENT Demo

● Data provider: Customised self-installable versionof:1) EDISENT software2) metadata, dependent on: -- survey(s) -- respondent

SERT 98 Meeting Oct. 28, 1998

TELER The EDISENT Trial Kit

● A self-contained set of software modules, auxiliaryfiles and documents

● Required for a data collector who wants to useEDISENT for trials

● Four main components:1) Installation procedure component2) Translation component3) Data communication component4) Documentation component

SERT 98 Meeting Oct. 28, 1998

TELER

VARIANT DEVELOPED BYEDIFICAS

SERT 98 Meeting Oct. 28, 1998

TELER Data collection, data collectors

Large,Small and Medium SizedVery Small Enterprises

Informationdebtors

Taxation authoritiesBanksRegistration bodiesNational Statistic InstituteChamber of commerceCourt of CommerceSocial authorities, ...

SERT 98 Meeting Oct. 28, 1998

TELER Demonstration in France

Two same types of information :

Balance sheetand

profit and lossDG des impôts

INSEEone other type information : one survey

Between SMEs and two data collectors

SERT 98 Meeting Oct. 28, 1998

TELER

ENTERPRISE

ExtractionRule

BISE

Answerfile

META DATA

ACCOUNTINGFIRM

Transmission by relay centre

SERT 98 Meeting Oct. 28, 1998

TELER

Net work :TEDECOor PeSIT

INSEE DGI

Translator

Transmissionsystem

Intermediary file

ENTERPRISE

ExtractionRule

BISE

Answerfile

META DATA

ACCOUNTINGFIRM

RELAYCENTRE

Transmission by relay centre

SERT 98 Meeting Oct. 28, 1998

TELER

Net work :TEDECOor PeSIT

INSEE DGIENTERPRISE

Translator

Transmissionsystem

Intermediary file

ExtractionRule

BISE

Answerfile

META DATA

Direct transmission

ACCOUNTINGFIRM

SERT 98 Meeting Oct. 28, 1998

TELER A coding system

METADATA STORAGE FACILITY

0IMP000000F66000Montant des amortissementsréputés différés imputés

[0IMP000000F66000] = 01LDCANAM

[0IMP000000F66000] = 01EQ2033B

UNIQUE DATA IDENTIFICATION

SAME INFORMATIONDIFFERENT CODEAND FORMSFOR DIFFERENTDATA COLLECTORS

FORM FGHK

TA TA TA

FORM WXYZ

DATADATADATA

TEMPLATES

SERT 98 Meeting Oct. 28, 1998

TELER

VARIANT DEVELOPED BYEUROFER

SERT 98 Meeting Oct. 28, 1998

TELER Objectives

● To draw upon the Professional Organisations as intermediariesto collect data and report on behalf of the enterprises to publicadministrations

● To prove that the solution is affordable, even for smallorganisations

● To set up an integrated process, exclusively based upon EDIand off-the-shelf software ( «building blocks technology»), toget a highly flexible and adaptable system

SERT 98 Meeting Oct. 28, 1998

TELER The integrated process

ave eoi aopiuaeoi a epoizero

ae aprozaer az pcowx ae ar ez zer zer

12123453334534

ZEROU ZEROIU

PELICAN

FIRM NATIONAL PROFESSIONAL ASSOCIATION

SERT 98 Meeting Oct. 28, 1998

TELER The integrated process

ave eoi aopiuaeoi a epoizero

ae aprozaer az pcowx ae ar ez zer zer

12123453334534

ZEROU ZEROIU

Entrybase

controls &standar-disation

AION -DS

SYBASEIQ

PELICAN

FIRM NATIONAL PROFESSIONAL ASSOCIATION

SERT 98 Meeting Oct. 28, 1998

TELER The integrated process

Extrac-tion &report

ave eoi aopiuaeoi a epoizero

ae aprozaer az pcowx ae ar ez zer zer

12123453334534

ZEROU ZEROIU

Entrybase

controls &standar-disation

AION -DS BUSINESSOBJECTS

SYBASEIQ

FIRM NATIONAL PROFESSIONAL ASSOCIATION

PELICAN

SERT 98 Meeting Oct. 28, 1998

TELER The integrated process

Extrac-tion &report

Tele-trans-

mission

EUROSTAT

ave eoi aopiuaeoi a epoizero

ae aprozaer az pcowx ae ar ez zer zer

12123453334534

ZEROU ZEROIU

Entrybase

controls &standar-disation NSI

Nal ADMIN

Intnatl ORG.

AION -DS BUSINESSOBJECTS

by E-mail

STADIUM -Client

(RDRMES?)

SYBASEIQ

PELICANaveo

FIRM NATIONAL PROFESSIONAL ASSOCIATIONPUBLIC

COLLECTORS

SERT 98 Meeting Oct. 28, 1998

TELER The integrated process

Extrac-tion &report

Tele-trans-

mission

EUROSTAT

ave eoi aopiuaeoi a epoizero

ae aprozaer az pcowx ae ar ez zer zer

12123453334534

ZEROU ZEROIU

Entrybase

controls &standar-disation NSI

Nal ADMIN

Intnatl ORG.Online query

AION -DS BUSINESSOBJECTS

by E-mail

STADIUM -Client

(RDRMES?)

SYBASEIQ

BUSINESS OBJECTS

PELICANaveo aveo

FIRM NATIONAL PROFESSIONAL ASSOCIATIONPUBLIC

COLLECTORS

SERT 98 Meeting Oct. 28, 1998

TELER Controls and harmonisation

● Use of Business Objects Explorer module● Only one file for multidimensional reports

– for 63 reporting steel works– all levels of aggregation : works, companies, country– three different steel grades and all qualities together– all periods : month, sum of months and year

● For one month (62.000 lines), requires ...– 3 minutes

● Three report formats : rep (BO), rtf & html

SERT 98 Meeting Oct. 28, 1998

TELER Example

Non alloy steel

COMPANY

SITE

Receiving countries

Total

America UnitedStates

& depen-dences

Canada& Terre-Neuve

CentralAmerica

SouthAmerica

Africa Grand Tota(100+200+300+400+

500)

Products 200,00 210,00 220,00 230,00 240,00 400,00 600,00

Railway material 570,00 13 024,00 5 895,00 3 094,00 1 972,00 2 063,00 500,00 13 524,00

E-Longs products 500,00 13 024,00 5 895,00 3 094,00 1 972,00 2 063,00 500,00 13 524,00

Total B+C+D+E 600,00 13 024,00 5 895,00 3 094,00 1 972,00 2 063,00 500,00 13 524,00

ECSC questionnaire 2.72 :deliveries to third countries

(for one month and one site withthree criteria of aggregation)

SERT 98 Meeting Oct. 28, 1998

TELER Preliminary conclusions (1)

● The set of off-the-shelf software seems well-adapted to therequirements :

– Control tool is adequate, given the level of complexity of dataand the rules applied

– DBMS is well adapted to the volumes stored– Infocentre tool gives an easy access to data

● Productivity benefits are obvious, mainly at maintenance level● Users take a full control of their information.

SERT 98 Meeting Oct. 28, 1998

TELER Preliminary conclusions (2)

● Adaptations of this process can likely be envisaged by otherprofessional organisations, according to their needs, meansand choices (e.g. receiving or storing aggregated data can leadto simpler tools).

● A preliminary study of all requirements for statistical reportingis the key point of any decision.

SERT 98 Meeting Oct. 28, 1998

TELER Preliminary conclusions (3)

● Enterprises burden is nearly nil● Zero data redundancy, zero re-keying● Zero delay, thanks to EDI procedures● Statistics collected & compiled by the Professional

organisation, on behalf of Administrations, are of high quality,thanks to the control process & the knowledge of the domain

● Enterprises receive an online tailored feedback adapted to theirneed, i.e. precise and detailed.

SERT 98 Meeting Oct. 28, 1998

TELER Exploitation & dissemination

● Implementation in FR, at CPS● Studies for adaptation in progress in UK (ISSB) and DE (WVS)● Demonstration made to all Eurofer members (statisticians) and

to 8 FEBI’s in July● Further demos for Eurofer computer experts and other FEBI’s in

September and October

SERT 98 Meeting Oct. 28, 1998

TELER

FIRST CONCLUSIONS

SERT 98 Meeting Oct. 28, 1998

TELER Future plans

● End of pilots by Nov. 98● Conclusions to be drawn from Dec98 to Mar99● Exploitation plans to be refined Jan99 to Mar99● Final report and End of Project: end of Mar.99

SERT 98 Meeting Oct. 28, 1998

TELER Value added by TELER

● Use management or decision support software packages tocollect and format data into questionnaires both for statisticaland administrative purposes– a step forward compared to electronic questionnaires

● The concept already proved it works in most situtations

SERT 98 Meeting Oct. 28, 1998

TELER Condition to open a new market

● Reaching the critical mass– critical mass exists for intermediary organisations (one user,

many enterprises)– or if software is used for many surveys and administrative reports

(one user, many questionnaires)● Various approaches: government or software house driven

SERT 98 Meeting Oct. 28, 1998

TELER Work still ahead

● Conditions to extend the concept to many surveys– coordination between gov. administrations– concepts to be closer to accounting concepts– work on metadata management to be done– technical research still wanted (« emerging technologies »)

SERT 98 Meeting Oct. 28, 1998

TELER