D2D SALES WITH SURVEY123, OP DASHBOARD, AND MICROSOFT SSAS

EDWARD GAUSE, GISP

DIRECTOR OF INFORMATION SERVICES (ENGINEERING APPS)

HTC (HORRY TELEPHONE COOP.)

EDWARD GAUSE, GISP

• DIRECTOR OF INFORMATION SERVICES ENGINEERING APPLICATIONS

• 19 YEARS AT HTC

• BS COMPUTER SCIENCE/MATH WITH GRADUATE LEVEL COURSES IN BUSINESS

• 10 YEARS IN FIELD ARTILLERY FIRE DIRECTION CONTROL WHERE I LEARN A LOT OF GIS SKILLS

• PRESIDENT OF HORRY GEORGETOWN GIS USER GROUP

• SERVE ON ADVISORY BOARDS FOR GIS AT HORRY COUNTY SCHOOLS AAST (APPLIED ARTS SCIENCE AND TECHNOLOGY) AND AT COASTAL CAROLINA UNIVERSITY

• ESRI TELUG USER GROUP ADVISORY BOARD MEMBER

OUTLINE OF PRESENTATION

• GOALS

• SURVEY123 & ARCGIS ONLINE

• OPERATION DASHBOARD & ARCGIS ONLINE

• EXPLORER & ARCGIS ONLINE

• REST API SERVICE AND JAVA PROGRAM TO DOWNLOAD DATA TO A LOCAL GEODATABASE

• ARCMAP AND DIFFERENT POLYGON FEATURE LAYERS

• GEODATABASE AND JOINING WITH POLYGONS CREATED IN ARCMAP

• LOADING MS SSAS CUBE FOR ANALYSIS

• USING OTHER TOOLS

GOALS:

• RECORD THE HOUSES THAT D2D SALES TEAM WENT TO

• RECORD THE WORK EACH SALES PERSON DID

• GET MARKETING DATA FOR ANALYSIS

• GET SOME STATISTIC WE WILL USE FOR SUBDIVISION ANALYSIS LATER INCUBES

• UNDERSTAND THE TIME OF DAY D2D IS MOST SUCCESSFUL

• UNDERSTAND THE TIME OF WEEK AND MONTH D2D IS MOST SUCCESSFUL

• UNDERSTAND WHERE THE D2D IS MOST SUCCESSFUL

• ETC…

WHY WE CHOOSE SURVEY123!

• WE NEEDED TO KNOW WHERE WE DID THE SURVEY, WHICH SURVEY123 RECORDS LOCATION

• WE NEEDED A SURVEY PLATFORM THAT WAS EASY TO CARRY AROUND, WHICH SURVEY123 RUNS ON IPHONE, IPAD AND ANDROID PHONES

• WE NEEDED TO GIVE SALES TEAM MANAGER AND EASY WAY TO TRACK PROGRESS, WHICH OPERATION DASHBOARD DOES

• EVERYONE CAN ALSO USE ESRI’S EXPLORER APP AS WELL TO VIEW THE PROGRESS

• ALL SALES TEAM MEMBERS ARE UPDATED THE SAME SHARED CLOUD FEATURE, MAKING SHARING EASY

We made all the question response be a pick list so Sale Team Member did not have to type.

Survey123 allow for IF logic to control if a survey question is asked based off of another question, so Sales Team only asks needed questions.

Data collected can be used by Operation Dashboard.

We built several graphs and maps to allow for Sales Management to track Sales Team.

ESRI’s explorer app allowed us to easily see all the D2D Surveys and have different symbologies be available to map.

LIMITS OF ARCGIS ONLINE, SURVEY123, OPERATION DASHBOARD, ETC…

• WE DON’T HAVE ALL OF OUR DATA IN THE CLOUD ON ARCGIS ONLINE SO JOINING WITH INTERNAL DATA IS IMPOSSIBLE OR HARD TO DO.

• SOME GRAPHS IN OPERATION DASHBOARD ONLY WORK WITH CERTAIN DATATYPES, SO WE WERE A LITTLE BIT LIMITED.

• CLOUD SERVICE IS NOT AS EASY TO WORK WITH PROGRAMMATICALLY AS IFIT WAS ON A GEODATABASE

HOW DID WE GET THE DATA TO OUR LOCAL GEODATABASE?

• USED ESRI REST API

• USED JAVA TO CONNECT TO THE REST SERVICE

• WRITE DATA THAT WAS PULLED FROM REST TO THE GEODATABASE

• GEODATABASE IS ON MICROSOFT SQL SERVER

• THIS PROCESS IS RAN HOURLY

http://services2.arcgis.com/*********/arcgis/rest/services/survey123_**********/FeatureServer/0/query

ARCMAP AND ENGINEERING

• ENGINEERING GIS TEAM BUILDS POLYGON FEATURE LAYER FOR RATE CENTER

• ENGINEERING GIS BUILDS POLYGON FEATURE LAYER FOR SUBDIVISIONS

• ENGINEERING GIS BUILDS POLYGONS FOR THE CONSTRUCTION AREA

NOW WE HAVE DATA WE CAN WORK WITH ON THE GEODATABASE!

WHAT CAN WE DO?

• WE CAN JOIN SEVERAL LAYERS TOGETHER TO ANALYZE DATA AGGREGATED BY DIFFERENT POLYGONS OR TO ADD NAME FROM POLYGON FEATURE TO THE D2D FEATURE

• EXAMPLE FOLLOWS:

select tmp.*, ( cast( tmp.NbrSells as float) / cast( tmp.NumRecs as float) ) as SuccessRatio, sn2.SHAPEfrom (

select sn.OBJECTID, sn.SubdivisionName, sum( case when d2d.ContactType in ('Follow Up Contact with Presentation',

'Initial Contact with NO Presentation', 'Initial Contact with Presentation', 'Follow Up Contact with NO Presentation' )

then 1 else 0 end ) as 'NumRecs', sum( case when d2d.ProductsAdded = 'Yes' then 1 else 0 end ) as NbrSells

from gis.sde.D2DSurveyResultsV2 d2djoin gis.sde.BOUNDARYSOUTHERNNETWORK sn on (sn.SHAPE.STIntersects(d2d.Shape) = 1)group by sn.OBJECTID, sn.SubdivisionName

) as tmpjoin gis.sde.BOUNDARYSOUTHERNNETWORK sn2 on (sn2.OBJECTID = tmp.OBJECTID)

The query on the last slide creates the following result and we can do the “Add Query Layer” in ArcMap to see this result:

So now by joining the D2D with Subdivisions we were able to see the aggregated results of which communities we have done better in with D2D Sales.

SO NOW WITH THE POWER OF JOINING DIFFERENT FEATURES WITH THE ORIGINAL D2D DATA FROM ARCGIS ONLINE WE CAN BUILD A MICROSOFT SSAS CUBE.

WE HAVE A NIGHTLY PROCESS THAT BUILDS A FACT TABLE ON THE MICROSOFT SSAS DATABASE.

THIS NIGHTLY PROCESS WAS BUILT WITH MICROSOFT SSIS PRODUCT WHICH IS AN ETL (EXTRACTION TRANSFORMATION LANGUAGE) TO MOVE DATA INTO THE FACT TABLE FOR THE CUBE.

NEXT 2 SLIDES HAS A SCREEN SHOT OF MICROSOFT TOOLS TO BUILD THE CUBE.

Here is where we are moving the data with MS SSIS into the Cube Environment’s Fact Table.

Here is where we are building a MS SSAS Cube from the D2D data that we pulled to our local geodatabase from the cloud ArcGIS Online datasource.

Once you have a Microsoft Cube built in SSAS, you can point Excel to the datasource and then use Excel’s PivotTable functions to slice and dice the cube to report on different dimensions of the cube and measurements.

Once you have a Microsoft Cube built in SSAS, you can then use it as a datasource in PowerView.

While waiting on my team to build the D2D Microsoft Cube, I provided reports using the R programming language against the local geodatabase and created the following charts in about an hour.

Because the query shown earlier had the Success Ratio for each Subdivsion, I just needed to add a time of day field to the query, and then I was able to create the above maps to see which locations where more Successful at what time of day. Again I just added as “Add Query Layer.”

LESSONS LEARNED• MARKETING AND SALES DID NOT KNOW WHAT THEY WANTED TO COLLECT

ON THE FIRST TRY, NOR THE SECOND TRY, …

• YOU CAN’T MAKE QUESTION CHANGES TO SURVEY123 ONCE IT IS LIVE

• SO YOU NEED BUY IN THAT THE FIRST BIT OF DATA YOU COLLECT MAY BE LOST

• REQUIRED A LOT OF DIFFERENT SKILLS TO PULL THIS PROJECT OFF

• THIS PROJECT REQUIRED WORKING WITH MORE THAN ONE DEPARTMENT

LESSONS LEARNED:

• ENGINEERING/GIS HAD TO BUILD SUBDIVISION, RATE CENTER AND THE SOUTHERN NETWORK PROJECT AREA FEATURE LAYERS FOR US TO AGGREGATE ON AND INCLUDE NAME FIELD AS DIMENSIONAL DATA FOR D2D SELLS RECORDS.

LESSONS LEARNED:

• MARKETING HAD TO DEFINE THE QUESTIONS FOR THE SURVEY IN A WAY TO REMOVE THE NEED TO TYPE TEXT AND HAD TO IDENTIFY QUESTION THEY WANTED ANSWER FOR.

LESSONS LEARNED:

• D2D SALES TEAM NEED TO DEFINE THEIR NEEDS TO TRACKING THEIR PROGRESS AND HOW THEY WOULD PLAN WHERE TO GO NEXT

LESSONS LEARNED:

• D2D SALES TEAM HAD TO AGREE TO USING SURVEY123 AND OPERATIONS DASHBOARD TO COLLECT DATA

LESSONS LEARNED:• INFORMATION SERVICES HAD TO GLUE

ALL THE PIECES TOGETHER

LESSONS LEARNED:• FINANCE BUILT THE REPORTS FOR

MARKETING, D2D SALES AND EXECUTIVE STAFF USING POWERVIEWAND THE CUBE INFORMATION SERVICES BUILT

WHAT’S NEXT• BUILD MORE CUBES LIKE D2D SALES AND THE CUSTOMER SERVICE COUNTS

CUBE WE HAVE.

• FINANCE PLANS TO INTEGRATE D2D SALES AND CUSTOMER SERVICE COUNTSCUBE USING MS POWERVIEW

• SETUP ESRI’S INSIGHTS PRODUCT TO POINT TO DATA THAT IS IN OUR LOCAL GEODATABASE AND POINT TO THE CUBES

• SETUP SOME MACHINE LEARNING ALGORITHMS TO DATA MINE THE CUBES AND PROVIDE BUSINESS INTELLIGENCES TO PREDICT PATTERNS