experience of tekes with the state administration when ...state administration when gathering and...
TRANSCRIPT
Experience of Tekes with the
state administration when
gathering and using data
Taftie Conference
Prague 16.6.2017 Risto Setälä
Tekes – the Finnish Funding
Agency for Innovation
02-2017 DM 1788957
• Foresight, Trends, Markets Strategy
• Markets, Industries, Networks, Technology
Programmes
Digi, Health, Cleantech (ca. 20 selected
themes)
• Company financials, Team, Technology, Markets
CRM and Funding
10.000 companies
7.000 applications (R&D + de minimis)
4500 funding decisions (450 meur)
Tekes strategy:
• Create opportunities for
global growth
• Promote customers'
renewal
• Support upcoming
business ecosystems
• Build, together with our
partners, a top-level
innovation environment
• Offer a path to market in
Team Finland
cooperation
Processes - External Data Needs
02-2017 DM 1788957
Data Sources Account
Mgnt Funding Programmes Impact
Assessment Commercial + Internal Sources
Company basic data (*) x x (x)
Company financials (*) x x x
Foresight (x) x
Market data (x) x x x
Technology, patents data x x x
State Administration
Annual reports (*) x
Tax complience (*) (x) x x
Statistics data x
Loan data x
Common CRM data (*) x x x X
(*) = through common CRM / data warehouse
Main Data Sources from State Administration
09-2016 DM
Patent and Registration Office Tax Authority
State Treasury Statistics Finland
Patent and Registration Office
09-2016 DM
Company basic data
• All Finnish companies
• System integration
• Being replaced by Common
Data Warehouse (May 2017)
Link to annual reports (pdf)
• System integration
Access to othes web reports
• Browser based
Tax Authority
09-2016 DM
General data on company
financials for funding decisions and
follow-up
Source: Grey Economy Information
Unit
• Ready link to single company
information in the funding
evaluation system
• Data is more recent than in
annual reports (delay is about 1-
2 months)
• 10.000 requests per month
Weekly data integration for the
company follow-up (August 2017),
Source: Tax Authority Data Service
• Exports (based on VAT)
• Paid salaries
• 5.000 – 10.000 companies
Tax Authority - Compliance Report – Key elements
ACTIVITY
Registrations
Scope of business
Liabilities
COMPLIANCE
Tax liabilities
Compulsory social security payments
CONNECTIONS
Shareholders
Board members
FINANCIAL STATUS
Enforcement register
Financial statement
Economic figures
Exports
Paid salaries
State Treasury
09-2016 DM
Management of all Tekes loans
• Over 3000 loan agreements
(2300 companies)
• Current loan stock 800 meur
System integration, weekly
batch exchange
• From Tekes: Decisions, changes
• From State Treasury: Loan
payments, risk management
• Regular meetings on strategic
and operative levels
Statistics Finland
09-2016 DM
Backgroud information
• Innovation, R&D, company
data
New service: follow-up for
companies (up to 50
different groups)
• turnover, personnell,
exports
Possibility to Research
access
• Linking to own data
• Impact assessment projects
Case: Exports Data
• Merger of Tekes + Finpro => Business Finland (2018)
−Tekes (= ”Innovation Finland”, Funding)
−Finpro (Exports Finland, Invest in Finland, Travel Finland)
• Key Performance Indicators (growth on company level)
−Exports (no public data available)
−Turnover
−Value added
−Personnell
=> Exports data needed for follow-up and impact
assessment of all the companies receiving BF-services
09-2016 DM
Case: Exports Data
Source Scope Comments Usage
Direct
company data
Only
Applicants
Now only euros - difficult
to maintain coverage &
quality
Internal:
Funding,
follow-up
Company data,
survey
All relevant
services
Any data (prod/services,
countries) - quality &
coverage?
Internal: follow-
up
Tax Authority Only
Applicants
EU (prod & services),
ROW (only euros)
Funding,
follow-up
Stat.fi - Group
data
Any group Easy to use, only the
group view
Follow-up,
Free to share
Stat.fi –
Research data
All companies,
results by group
Tax Authority and Customs
data, in combination to own
data
Follow-up, free
to share on
group level
09-2016 DM
Case: Common CRM for Public Company Services
10-2015 DM 1515578
Organization Data
Warehouse
SQL Server
SOURCES
External data
Company basic data (Registry
Office)
Tax Authority
Company financials (source: SAT Ltd)
USERS
Ministry of Economic Affairs and Employment
(MEE)
Tekes, Finpro (=> ”Business Finland”,
2018)
Finnvera ELY-centers
Ministry of Foreign
Affairs
Other users
Common CRM Contacts &
meeting data
MS Dynamics
New law as 1st of June 2017 (extended scope): Act on the customer management system of public company services
Tekes Open Data - WebFocus => Qlik Sense
09-2016 DM
Selection:
Year
Type of organization
Org size
Industry
Location
Self-service
Export possibility
Additional requests
50-100 annually
Reporting to MEE,
EU
Conclusions
Data from different parties of State Administration is critical to Tekes operations
• Eg. Tax Authority Complience Reports
Regulation: Data availability is improving
• Eg.: 1st of June 2017 - Act on the Customer Management System of Public Company Services
• Owner of the data decides on the use (shared on need-to-know basis)
IT-Infrastructure
• General trend: Web pages => Automated interfaces (incl. API)
Close contacts between Agencies makes a difference
• Eg. regular meetings (follow-up, changes in service, regulation)
09-2016 DM
Additional slides
09-2016 DM
Research Information Hub
09-2016 DM
In development, production starting in 2018
Research Information Hub - Benefits
09-2016 DM
Tekes Business Intelligence: Data Warehouse
10-2015 DM 1515578
Internal data
DB1 … DBn
External data
BI_DB
SQL Server
Tekes applications & funding data,
CRM
External: Web sources, Company
data, Tax Authority …
External: Tekes open
data (QlikSense)
Internal reports (self-service):
QlikView, QlikSense PowerBI
Assignments: Company &
theme reports, Study projects,
Lead finding
Other services: Vainu.io,
MarketSpace, Gartner
Frost&Sullivan …
EU H2020
Tekes Match ©,
Quid
Extranet: Tekes Board, Programmes,
Team Finland (QS)
2015
Globally competitive business and industry
Top-level innovation environment 9. The impacts of Tekes funded innovation activity will eventually have a positive effect on the well-being of citizens and the environment.
Impact on society
8. Impacts are spread widely through networking and by innovative enterprises, increasing productivity and economic growth
Positive external impacts
7. The outcomes of Tekes’ funding and expert services result in new competence and new innovations
6. Improvement of know-how and the new operating methods, contribute to the growth of turnover, improvement in productivity and employment growth of customer companies
Indirect impacts
Outcomes and direct impacts
4. R&D inputs increase the know-how and networking of customers
3. Tekes’ funding and services increase customers own R&D-activity
5. Increased development activity
contributes to the development of
operating environment
Start-ups
Growth companies
Large companies and public organizations
Research organizations
Team Finland
Other instruments
Tekes funding
Tekes services Selecting the right instrument
Selecting the right customer
Selecting and targeting instrument
2. The right customer and instrument is selected in Tekes funding process
(development path)
1. Targeted funding is based on the initiatives of customers and to the chosen focus areas
Tekes’ approaches and practices and focus areas
• Natural resources and resource efficiency • Digitalism renewing business and industry • Wellbeing and health • New business ecosystems • Market access
Tekes Venture Capital Ltd
Project funding for companies
Project funding for research
Programmes
Young Innovative Company -funding
International activites and networks (H2020,
ESA, Eureka)
New instruments (e.g. BEAM)
Marketing and communication
Project monitoring, steering and support
Market intelligence, demand evaluation
Planning, focusing, marketing
Reporting, closure, further discussions
Kickoff, funding, advising
Applying, evaluating,
selecting
• R&D investments and resources are growing
• The risk and the level of challenge in R&D activity increase
• Pilots and demonstrations
• New forms of co-operation and networks are born
• Know-how and strategic understanding improves
• Organizations get stronger • Platforms for co-operation and
innovation • Business ecosystems
• Turnover growth • Business renewal • Productivity improvement • Employment growth • Internationalization
• New approches and practices • Improved efficiency in production and
business processes • Patents, new products and services • New business ideas and business areas • Improved opportunities for global
growth
• Create opportunities for global growth • Promote customers' renewal • New and renewing business eco-systems • Pioneering businesses and enterprises • Market access and global growth • The world's most successful
comprehensive package of expert advice and funding services
• International top-level knowledge, networks, and approaches and practices for companies' use in their innovation operations
• Unique public actor cooperation as a catalyst for innovative renewal
Tekes Impact Assessment Model 2017
Internal Applications & Back Office
SharePoint Yhteisöalusta
External Services eServices
Tekes IT Systems and Services Overview
Data Warehouse Funding and
Customer Data
eDocs DM Document Mgmt
WebFocus Reports and Analyses Patent and
Registration Office
Asiakastieto Organisation Data
KEHA BizTalk Common Customers (ELY, Finnvera, Finpro)
Active Directory User Accounts
Tax Authority
www.tekes.fi Web Pages
Programme Pages Test Your Idea
Asiointi.tekes.fi Application Service
Funded Projects
CAIMA User Privileges
State Treasury
R & D Customers
CustomerID Authorisation
VIRTA Case Mgmt
Lync Instant Messaging
Bank Service Identification
Intranet Intranet, team spaces
Operative Data
Meta Data Dokument Meta Data
Human Resources and Financing Accounting, Salaries, Travel Expenses etc.
MS Office Office Automation
SSO Identification
Mule Service Bus
Yammer Discussions
EVAL Funding
Kirjaamo Registration
SharePoint Collaboration
Extranet Programmes
Jboss Application Server
Asta CRM
OppSpace Market
opportunities Bouncer
Team Finland Intra
QlikView
Tekes R&D funding in the state budget in 1993-2020
0
100
200
300
400
500
600
93 95 97 99 01 03 05 07 09 11 13 15 17 19
Venture Capitalfunding
Key projects
R&D loans forcompanies
R&D grants forcompanies
Reseach funding
Million euros
Funding for R&D and innovation
06-2016 DM 1124425
R&D grants for companies and public research funding were combined in 2010.
Tax Authority - The Grey Economy Information Unit
The Unit promotes the fight against grey economy by producing and sharing information regarding grey economy and its control.
Information Unit also creates compliance reports on organizations and people connected to organizations.
Ministry of
Education and
Culture
Finnvera
Academy of Finland
Tekes
Finnish Industry Investment
Public funding actors in the Finnish innovation environment
Basic research Applied research Business R&D Business development Marketing Internationalisation
Finpro
Regional ELY Centres
Team Finland Collaboration
Business
Finland
194
175
98 R&D and innovation grants to
companies and public organisations
R&D and innovation loans to
companies
Research funding for universities,
research institutes and polytechnics
Tekes R&D and innovation funding in 2016
Total 467 million euros and 3,760 projects
Million euros
Grants include 11 million euros for innovation vouchers and
trade fairs.
Research funding includes 6 million euros from EU
Structural Funds
02-2017 DM 1788957