developing a technology strategy2009

Enterprise GIS: Strategy Enterprise GIS: Strategy ––D l i Eff tiD l i Eff tiDeveloping an Effective Developing an Effective

GIS Technology StrategyGIS Technology Strategy

Scot McQueenScot McQueen

11

Presentation OutlinePresentation Outline

•• Brief Enterprise GIS OverviewBrief Enterprise GIS Overview•• GIS Tech Strategy PurposeGIS Tech Strategy Purpose•• The Discovery ProcessThe Discovery Process

D l i th St tD l i th St t•• Developing the StrategyDeveloping the Strategy•• Lessons LearnedLessons Learned•• Q & AQ & A•• Q & AQ & A

Technology is Changing the Role of Technology is Changing the Role of Geographic InformationGeographic InformationGeographic InformationGeographic Information

…has evolved towards infrastructure …has evolved towards infrastructure consistent with other IT systemsconsistent with other IT systems

What is the “Enterprise”?What is the “Enterprise”?Going far beyond mapping and visualization Going far beyond mapping and visualization g y pp gg y pp g

•• Consists of all functional departments, people, and Consists of all functional departments, people, and systems within an organization systems within an organization

•• Successful enterprises have a “free flow” of Successful enterprises have a “free flow” of information between mission critical systemsinformation between mission critical systemsyy

•• It is not a proxy for sizeIt is not a proxy for size

•• GIS has enormous strategic, tactical and operational GIS has enormous strategic, tactical and operational advantages to public and private organizationsadvantages to public and private organizations

•• Most benefits occur when GIS is integrated into Most benefits occur when GIS is integrated into organizational business and technology strategiesorganizational business and technology strategies

. . . Ultimately becoming essential infrastructure. . . Ultimately becoming essential infrastructure

What is Enterprise GIS?What is Enterprise GIS?

•• ArchitecturalArchitectural:: a workflowa workflow--based architecture where based architecture where hi d t d i i t t d d h dhi d t d i i t t d d h dgeographic data and services are integrated and shared across geographic data and services are integrated and shared across

an organization an organization –– Facilities management, land recordsFacilities management, land records

•• OrganizationalOrganizational:: the enterprisethe enterprise--wide use of GIS (i.e., GIS for wide use of GIS (i.e., GIS for the Enterprise)the Enterprise)

•• InfrastructuralInfrastructural:: GIS infrastructure used to enable and extend GIS infrastructure used to enable and extend existing systems with geospatial data and servicesexisting systems with geospatial data and services

–– GIS is managed as aGIS is managed as a platformplatform vs an applicationvs an applicationGIS is managed as a GIS is managed as a platformplatform vs. an applicationvs. an application

Purpose of Enterprise GISPurpose of Enterprise GIS

•• Broad access to geographic data and processingBroad access to geographic data and processingBroad access to geographic data and processingBroad access to geographic data and processing•• Common infrastructure to build and deploy GISCommon infrastructure to build and deploy GIS•• Gain economies of scale through organizationGain economies of scale through organization wide GISwide GIS•• Gain economies of scale through organizationGain economies of scale through organization--wide GIS wide GIS

useuse•• Often the best technology to integrate disparate systemsOften the best technology to integrate disparate systemsOften the best technology to integrate disparate systemsOften the best technology to integrate disparate systems

Objective: address business needs collectively instead ofObjective: address business needs collectively instead ofObjective: address business needs collectively instead of Objective: address business needs collectively instead of individuallyindividually

Enterprise Implementation PatternsEnterprise Implementation PatternsAddressing common organizational and business needs and challengesAddressing common organizational and business needs and challengesg g gg g g

DataData Planning &Planning & WorkforceWorkforce OperationalOperational CustomerCustomerData Data ManagementManagement

Planning &Planning &AnalysisAnalysis

WorkforceWorkforceOptimizationOptimization

OperationalOperationalAwarenessAwareness

Store manageStore manage Support forSupport for

CustomerCustomerContactContact

DisseminateDisseminate

A Complete Integrated SystemA Complete Integrated System

Store, manage, Store, manage, & maintain & maintain

accurate data accurate data recordsrecords

Get information Get information Into and out of Into and out of

the fieldthe field

Transform data Transform data into actionable into actionable

intelligenceintelligence

Support for Support for decision decision makers & makers &

knowledge knowledge workersworkers

Disseminate Disseminate knowledge & knowledge &

gain consensus gain consensus

DesktopDesktop ServerServer OnlineOnlineMobileMobile

Enterprise GIS CharacteristicsEnterprise GIS Characteristics

•• GIS technology regarded by users and IT as mission GIS technology regarded by users and IT as mission critical to business operationscritical to business operationscritical to business operations critical to business operations

•• Mainstream IT Mainstream IT –– deployed and managed like any other deployed and managed like any other IT systemIT systemIT systemIT system

•• Customer & IT organizations engaged in selection and Customer & IT organizations engaged in selection and system delivery processessystem delivery processes

•• Requires planning, integration, testing and support Requires planning, integration, testing and support greater than traditional GISgreater than traditional GIS

Purpose of Purpose of GIS Technology StrategyGIS Technology Strategy

Gartners’ 2009 Top Ten Strategic Technologies

1.1. VirtualizationVirtualization2.2. Cloud computingCloud computingp gp g3.3. Computing fabrics Computing fabrics 4.4. WebWeb--oriented architectureoriented architecture5.5. Enterprise Enterprise mashupsmashups6.6. Specialized systemsSpecialized systems77 S i l f d i l kiS i l f d i l ki7.7. Social software and social networking Social software and social networking 8.8. Unified communications Unified communications 99 Business intelligenceBusiness intelligence (dashboards)(dashboards)9.9. Business intelligence Business intelligence (dashboards) (dashboards) 10.10.Green ITGreen IT

2009 National Assoc. of State CIOs Priority technologies, applications, and toolsy g , pp ,

1.1. Virtualization Virtualization (storage, computing, data center)(storage, computing, data center)2.2. Document/Content/EDocument/Content/E--mail management mail management 3.3. Legacy application upgradesLegacy application upgrades44 Networking voice/data communications etcNetworking voice/data communications etc4.4. Networking, voice/data communications, etcNetworking, voice/data communications, etc5.5. Web 2.0 Web 2.0 (services, collaboration technologies, social (services, collaboration technologies, social

computing)computing)p g)p g)6.6. Green IT technologies/solutionsGreen IT technologies/solutions7.7. Identity and access managementIdentity and access management8.8. Geospatial analysis and Geographic Information Geospatial analysis and Geographic Information

Systems (GIS)Systems (GIS)99 Business IntelligenceBusiness Intelligence (Dashboards)(Dashboards)9.9. Business Intelligence Business Intelligence (Dashboards)(Dashboards)10.10. Mobile workforce enablement Mobile workforce enablement

StrategyStrategy –– A systematic plan of actionA systematic plan of action

• Knowledge• TacticsTactics• Creativity• PlanningPlanning

“Strategy without tactics is the slowest t t i t T ti ith t t t iroute to victory. Tactics without strategy is

the noise before defeat.”

- Sun Tzu – The Art of War

Enterprise GIS StrategyEnterprise GIS StrategyFirst stepsFirst stepsFirst stepsFirst steps

•• UnderstandUnderstand relevant mission/business strategiesrelevant mission/business strategiesUnderstandUnderstand relevant mission/business strategies relevant mission/business strategies organizationorganization--wide and how they will shape your GIS wide and how they will shape your GIS and related IT strategiesand related IT strategies

•• AssessAssess how current infrastructure matches up how current infrastructure matches up against mission/business strategiesagainst mission/business strategiesE t bli hE t bli h t t d i t dt t d i t d•• EstablishEstablish governance structure and associated governance structure and associated processesprocesses

•• DefineDefine IT operations application change andIT operations application change and•• DefineDefine IT operations, application change, and IT operations, application change, and sourcing/people strategiessourcing/people strategies

Simply put…Simply put…

•• Understand where you areUnderstand where you areyy•• Understand where you’re goingUnderstand where you’re going•• Identify the barriersIdentify the barriersIdentify the barriersIdentify the barriers•• Developing a strategy to get you around themDeveloping a strategy to get you around them

Quote: “They’re calling this an Enterprise GIS project but in Quote: “They’re calling this an Enterprise GIS project but in y g p p jy g p p jreality it’s forcing an Enterprise IT reality it’s forcing an Enterprise IT SystemsSystems approach that our approach that our

agency has never done before.”agency has never done before.”

Implementation LifecycleImplementation Lifecycle

The Discovery ProcessThe Discovery Process

The Discovery Phase The Discovery Phase -- PurposePurpose

11 Understand business goals and objectivesUnderstand business goals and objectives1.1. Understand business goals and objectivesUnderstand business goals and objectives•• Business Process Models Business Process Models –– key business processes and key business processes and

resources they consumeresources they consume

•• Workflow Modeling Workflow Modeling –– the people and work that they must the people and work that they must dodo

S h d lS h d l B i l d t th t i t thB i l d t th t i t th•• SchedulesSchedules –– Business cycles and events that impact the Business cycles and events that impact the orgorg

•• Business Plan Business Plan –– the business objective and strategy for the business objective and strategy for achieving itachieving it

Business WorkflowsBusiness Workflows

Land SalesSummaryReports

eal

tate

EvaluatePropertyProfile

EvaluateAssetProfile

EvaluateDispositionOptions

NegotiateDeal

Excel Pipeline and Summary Reports Excel Reports

on

IdentifyProperty

Approve &Finalize Deal

ores

try &

ps

Sup

port

Re

Es

Man

ual C

olla

bora

tio GIS

Map System

IdentifyIdentifyPropertyProperty

Excel

tion

Timber NPV?Timber NPV?Harvest Harvest SchdSchd??EnvironmentEnvironmentConcern?Concern?

Forestry

UpdateUpdateSystemSystem

& O

ther

es

F o Op M Map System

Man

ual C

olla

bora

GIS, Excel

Minerals Val?Minerals Val?Active Lease?Active Lease?Hunt Club?Hunt Club? UpdateUpdate

SystemSystem

Forestry

As

Is

gal

EN

R

Leas

Improve

Final ContractFinal ContractEstab. EscrowEstab. EscrowRecord DealRecord DealManage 1031Manage 1031or

atio

n Current Owner?Current Owner?Acq’rdAcq’rd From?From?Encumbered?Encumbered?

Access

TransferTransferOwnershipOwnership

Draft Draft ContractContractEarnest Earnest MoneyMoneyan

ual

al C

olla

bora

tion


Minerals

Tax

Leg Manage 1031Manage 1031

Man

ual C

olla

bo Legl desc, Paper

Excel Lists

Tax Status?Tax Status?BIG Impact?BIG Impact?

Col

labo

ratio

n

Excel Lists

Tax Compliant?Tax Compliant?

Excel Lists Terms SheetMa

Man

ua

Excel Lists

Titles


Fina

nce

T

Man

ual

Excel?

Ledger TransactionsLedger TransactionsCost AccountingCost Accounting

Excel Templates

Ledger Trans.Ledger Trans.Financial Trans.Financial Trans.

??


Business WorkflowsBusiness WorkflowsUsed to define solutionsUsed to define solutions

Land SalesSummaryReportsal at

e

EvaluatePropertyProfile

EvaluateAssetProfile

EvaluateDispositionOptions

NegotiateDeal

On-line Pipeline and Summary Reports On-line Reports

IdentifyProperty

Approve &Finalize Deal p

rest

ry &

ps

Sup

port

Rea

Est

a p

tegr

ated

Dat

abas

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GIS

GIS

IdentifyIdentifyPropertyProperty

Excel AFD

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Timber NPV?Timber NPV?Harvest Schd?Harvest Schd?EnvironmentEnvironmentConcern?Concern?

GIS


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On-

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Minerals Val?Minerals Val?Active Lease?Active Lease?Hunt Club?Hunt Club? UpdateUpdate

SystemSystem

GIS

As

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NR

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ase

Improve

Final ContractFinal ContractEstab. EscrowEstab. EscrowRecord DealRecord DealManage 1031Manage 1031ba

se

Acq’rdAcq’rd From?From?Encumbered?Encumbered?

Minerals, Access

TransferTransferOwnershipOwnership

Draft Draft ContractContractEarnest Earnest MoneyMoneyan

ual

e N

otifi

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n


Minerals?

SystemSystem

On-line Lists

Tax

Lega Manage 1031Manage 1031

Inte

grat

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atab ??, Paper

On-line Lists

Tax Status?Tax Status?BIG Impact?BIG Impact?

ted

Dat

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On-line Lists

Tax Compliant?Tax Compliant?

On-line Lists Terms SheetMa

On-

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Fina

nce

T

Inte

grat

Lawson Financials

Ledger TransactionsLedger TransactionsCost AccountingCost Accounting

On-line Templates

Ledger Trans.Ledger Trans.Financial Trans.Financial Trans.


The Discovery Phase The Discovery Phase -- PurposePurpose

22 Understand technology goals challenges andUnderstand technology goals challenges and2.2. Understand technology goals, challenges, and Understand technology goals, challenges, and constraintsconstraints•• Technology Architecture Technology Architecture –– hardware, software, agency hardware, software, agency gygy , , g y, , g y

standardsstandards

•• Distributed Systems Architecture Distributed Systems Architecture –– key business systems key business systems and linkagesand linkagesand linkages and linkages

•• Logical Data Model Logical Data Model –– key data entities and how they relate key data entities and how they relate (agency Entity Relationship Diagram)(agency Entity Relationship Diagram)

•• Funding and Resources Funding and Resources –– understand constraints and understand constraints and opportunitiesopportunities

Operational TechnologyOperational Technology

StorageStorage SupportSupport RecoveryRecoveryNetworksNetworksDevicesDevices

SecuritySecurity

A hit tA hit tArchitectureArchitecture

Performance MeasurementPerformance MeasurementPerformance MeasurementPerformance Measurement

Good architecture design and informed infrastructure decisions are Good architecture design and informed infrastructure decisions are critical to enterprise successcritical to enterprise success

Strategic TechnologyStrategic Technology

AnalyticsAnalytics ProcessesProcesses CustomersCustomersApplicationsApplicationsRequireRequire--mentsments

InnovationInnovation

ArchitectureArchitecture

R t I t tR t I t tReturn on InvestmentReturn on Investment

How technology is leveraged determines How technology is leveraged determines competitive advantage and overall success competitive advantage and overall success

of the organizationof the organization

Data ArchitectureData ArchitectureOrganizing & managing dataOrganizing & managing datag g g gg g g g

Comprehensive Information ModelComprehensive Information Model(Any Type of Data)(Any Type of Data)

NetworksNetworks3D Objects3D Objects AttributesAttributes

ArcGISArcGIS

•• Any DBMSAny DBMS

The information that supports the organization

VectorsVectors

jj

TopologyTopology

CartographyCartography

Geodatabase

Any DBMSAny DBMS•• FilesFiles

SurveysSurveys

AnnotationAnnotation

DimensionsDimensions

TerrainTerrain

CadastralCadastral

SchematicsSchematics

Scalable Storage EnvironmentsScalable Storage Environments

AddressesAddressesImagesImages

gg

…requires greatest design attention and often source of problems in large implementations…requires greatest design attention and often source of problems in large implementations

The Discovery PhaseThe Discovery PhaseApproachApproachpppp

11 The Stakeholder WorkshopThe Stakeholder Workshop1.1. The Stakeholder WorkshopThe Stakeholder Workshop–– Key business and technology leads come together with an Key business and technology leads come together with an

impartial interviewer leadingimpartial interviewer leading

–– Synergy in “connecting” for the sole purpose of discussing Synergy in “connecting” for the sole purpose of discussing GIS/IT needsGIS/IT needs

Can be structured as brainstorming or defined roles butCan be structured as brainstorming or defined roles but–– Can be structured as brainstorming or defined roles but Can be structured as brainstorming or defined roles but must be collaborative in naturemust be collaborative in nature

–– Develop a common understanding of project Develop a common understanding of project goals/requirementsgoals/requirements

The Discovery Phase The Discovery Phase ApproachApproachpppp

The Stakeholder Workshop GoalsThe Stakeholder Workshop Goals–– Define the nature of the problem(s) to be solvedDefine the nature of the problem(s) to be solved

–– Define the needs of those who’ll be using the IT productsDefine the needs of those who’ll be using the IT products

D fi h d f h i i i (h dD fi h d f h i i i (h d–– Define the needs of the existing environment (hardware, Define the needs of the existing environment (hardware, organizational, business)organizational, business)

–– Define the project timelineDefine the project timelinep jp j

–– Define and agree upon project end objectivesDefine and agree upon project end objectives

“Co“Co--Education Education -- The project’s stakeholders understand The project’s stakeholders understand that each has much to learn from the others”that each has much to learn from the others”that each has much to learn from the others that each has much to learn from the others

–– Tom DemarcoTom Demarco

~Example~ Discovery Workshop

Meeting Agenda

9:30am Introductions •Roles and Responsibilities of your GIS/IT key staff

9:45am Your GIS/IT Vision 10:15am Discussion of your Business Needs -- (Group)

• Interagency Relationships • Mandated Responsibilities • Largest challenges• Largest challenges

11:15am Discussion of Current Environment -- (Group) • System • Infrastructure • Applications

12:30pm Lunch

1:30pm Discussion of Data Models -- (Group) 2:15pm Potential Architecture Configurations -- (Group) 3:00pm Implementation Planning in Phases -- (Group) 4 15 P th F d4:15 pm Path Forward 4:45 pm Adjourn

Typically 1-3 Days in duration

The Discovery Phase The Discovery Phase -- ApproachApproach

2.2. Individual InterviewsIndividual InterviewsG S ff (S )G S ff (S )–– Management, GIS and IT staff, subject matter experts (SMEs)Management, GIS and IT staff, subject matter experts (SMEs)

–– Private interviews can really get to the “need behind the Private interviews can really get to the “need behind the need”need”

–– Ideas and approaches are often uncovered Ideas and approaches are often uncovered

3.3. Online SurveysOnline Surveysyy–– Great for gathering preliminary information before workshop Great for gathering preliminary information before workshop

or interviewsor interviews

–– Lots of 3Lots of 3rdrd party websites party websites –– www.surveymonkey.comwww.surveymonkey.com etc. etc. (Google “online surveys”)(Google “online surveys”)

The Discovery Phase The Discovery Phase -- ApproachApproach

Data MatrixData Matrix–– Explore data dependencies across the organizationExplore data dependencies across the organization

–– Can be compiled as a group or through individual interviewsCan be compiled as a group or through individual interviews

Graphic representation of key/crucial datasets and how theyGraphic representation of key/crucial datasets and how they–– Graphic representation of key/crucial datasets and how they Graphic representation of key/crucial datasets and how they are usedare used

–– Many in organization get to see the importance of their data Many in organization get to see the importance of their data for the first timefor the first time

Exploring Information Commonalities and NeedsExploring Information Commonalities and Needs

Workshop Outcome Workshop Outcome –– Example Action ItemsExample Action Items

Number Task Description Assigned Staff Deadline1 Develop Timeline Group end of workshop2 Staffing Plan refer outline refer outline3 Stakeholder Stratification SM, MH, EC refer outline4 Communication Plan SM, MH, EC End of workshop

5 Data Node Tech Specs by Tier KW, TK, JW First cut with Plan6 Project Glossary SM, TK, DC First cut with Plan7 Hardware Specs Finalized KW, TK By end of workshop8 Training Plan JS First cut with Plan9 Data Node Tech Support Plan SM, Jan First cut with Plan

10 Data Node MOU DC EC 30-Jun11 Draft of Exec Deliverables DC First cut with Plan14 Roles/Responsibilities Finalized SM, SF, JS,DC First cut with Plan16 QA/QC Workflow Recommendations DC, JS First cut with Plan17 Plan Outline SMc end of workshop

Developing the StrategyDeveloping the Strategyp g gyp g gy

Considerations and RecommendationsConsiderations and Recommendations

•• Risk analysis and mitigationRisk analysis and mitigationy gy g––BusinessBusiness––DesignDesign

TechnologyTechnology––TechnologyTechnology––MarketsMarkets––OrganizationOrganization

•• Change managementChange management––StaffingStaffing––Skills/trainingSkills/training––Skills/trainingSkills/training––Business processesBusiness processes––Clients and partners (including other agencies)Clients and partners (including other agencies)


•• MonitoringMonitoringgg––SchedulesSchedules––DeliverablesDeliverables

BudgetBudget––BudgetBudget––ReportsReports

•• Technology program planTechnology program plangy ggy g––Business alignmentBusiness alignment––New technology (New technology (partnerpartner with key software vendors)with key software vendors)––Technology timelineTechnology timeline––Technology timelineTechnology timeline––Project reviewsProject reviews–– Integration Integration


•• Leverage upcoming IT/GIS/Agency initiatives and Leverage upcoming IT/GIS/Agency initiatives and g p g g yg p g g yfundingfunding

––Applications or systems that may need a geographic Applications or systems that may need a geographic ttcomponentcomponent

––Help build Enterprise GIS infrastructure (Help build Enterprise GIS infrastructure (ArcSDEArcSDE, ArcGIS , ArcGIS Server, Portals, etc.)Server, Portals, etc.)

––Utilize the momentum of an already approved projectUtilize the momentum of an already approved project

––Build synergy across departments and business areasBuild synergy across departments and business areas

Stratify GIS ConsumptionStratify GIS Consumption

GIS ProfessionalsGIS Professionals

GIS Analysts GIS Analysts vsvs GIS/IT “Technologists”GIS/IT “Technologists”

Desktop GISDesktop GIS ArcInfoArcInfo

ArcEditorArcEditorArcReaderArcReader.Net.Net

ArcViewArcView

GIS Web ClientsGIS Web Clients NetworkNetworkTCP/IP, HTTP, XMLTCP/IP, HTTP, XMLGIS GIS GIS DevelopersGIS DevelopersArcGISArcGIS

EngineEngine

JavaJava

ConsumersConsumersEngineEngine

ArcGISArcGISServerServer ArcIMSArcIMS

Embedded GISEmbedded GIS

MobileMobileWirelessWireless

LBSLBSGIS GIS

ServersServers

ArcSDEArcSDE

IT ProfessionalsIT Professionals

Understand System/Data NeedsUnderstand System/Data Needs

Deployment OptionsDeployment Options

Project Timeline vs Technology TimelineProject Timeline vs Technology Timeline

Technology TimelineTechnology Timeline

Example Strategy Outline: Example Strategy Outline: BasicBasic

1.0 Introduction2.0 Current Assessment

2.1 Existing Infrastructure2 2 S ft d Li i2.2 Software and Licensing2.3 Staff2.4 Data and Custom Applications

3.0 Findings and Recommendations3 0 d gs a d eco e dat o s3.1 General Recommendations3.2 Infrastructure Recommendations3.3 Software and Licensing Recommendations3 4 Staff and Training Recommendations3.4 Staff and Training Recommendations3.5 Data and Applications Recommendations

4.0 Suggested Approach4.1 Phase I: Data Conversion and Data Access4.2 Phase II: GIS Functionality Access4.3 Phase III: Custom Application Redesign/Development

5 0 Summary5.0 SummaryAppendix I: ResourcesAppendix II: Technology Timeline

Example Strategy Outline Example Strategy Outline CustomizedCustomized

Example RecommendationsExample RecommendationsOrganizationalOrganizational

•• Combine or coCombine or co--locate IT and GIS stafflocate IT and GIS staffCombine or coCombine or co locate IT and GIS stafflocate IT and GIS staff––Separate GIS EndSeparate GIS End--users, GIS Analysts and “GIS users, GIS Analysts and “GIS

Technologists”Technologists”C lli ti f id dC lli ti f id d kill tkill t––Cross pollination of ideas and Cross pollination of ideas and skillsetsskillsets

•• GIS/IT staff should analyze internal workflowsGIS/IT staff should analyze internal workflows•• Train IT staff in enterprise GIS technologiesTrain IT staff in enterprise GIS technologies•• Train IT staff in enterprise GIS technologiesTrain IT staff in enterprise GIS technologies•• Train GIS staff in IT methodologies (project Train GIS staff in IT methodologies (project

management, etc.)management, etc.)g , )g , )•• Require GIS representation on IT Steering CommitteeRequire GIS representation on IT Steering Committee•• Consider creation of a separate combined IT/GIS Consider creation of a separate combined IT/GIS pp

departmentdepartment

Example RecommendationsExample RecommendationsFundingFunding

•• Consider IT/GIS as an Enterprise resourceConsider IT/GIS as an Enterprise resourcepp•• Fund activities through a “general fund” mindsetFund activities through a “general fund” mindset•• Heavy GIS users (Public Works, Planning, etc.) should Heavy GIS users (Public Works, Planning, etc.) should

provide appropriate share of fundingprovide appropriate share of funding•• IT/GIS should work together to gather funding for GIS IT/GIS should work together to gather funding for GIS

infrastructure components (centralized databases webinfrastructure components (centralized databases webinfrastructure components (centralized databases, web infrastructure components (centralized databases, web applications, etc.) through proposal process for capital applications, etc.) through proposal process for capital fundingfunding

Example RecommendationsExample RecommendationsGIS Software LicensingGIS Software Licensing

•• Survey existing software users for general/common Survey existing software users for general/common GIS needsGIS needsGIS needsGIS needs

•• Undertake Gap Analysis of custom GIS applicationsUndertake Gap Analysis of custom GIS applications•• Utilize Utilize ArcGISArcGIS Server webServer web--mapping software to meet mapping software to meet SS SS pp gpp g

the common GIS needs of the Citythe common GIS needs of the City•• “Partner” with ESRI Account manager to leverage new “Partner” with ESRI Account manager to leverage new

ftftsoftwaresoftware•• Utilize Regional Agency relationships to share similar Utilize Regional Agency relationships to share similar

webweb--mapping requirementsmapping requirementswebweb mapping requirementsmapping requirements

Example RecommendationsExample RecommendationsDataData

•• Identify core enterprise datasets and house them Identify core enterprise datasets and house them y py pcentrallycentrally

•• Create a simple web based data browsing tool for easy Create a simple web based data browsing tool for easy t ll d t t (G t l t i t )t ll d t t (G t l t i t )access to all datasets (Geoportal extension, etc.)access to all datasets (Geoportal extension, etc.)

•• Formalize data sharing Memorandums of Formalize data sharing Memorandums of Understandings (MOU) between departments andUnderstandings (MOU) between departments andUnderstandings (MOU) between departments and Understandings (MOU) between departments and partnering agenciespartnering agencies

––MOUs contain update schedules, feedback loops, etc.MOUs contain update schedules, feedback loops, etc.

Approach: Strategic Joint GIS/IT ProjectsApproach: Strategic Joint GIS/IT Projects

•• Parcel database designParcel database design––Establish departmental data design needsEstablish departmental data design needs–– Incorporate spatial and tabular aspectsIncorporate spatial and tabular aspects––Create an automated approach for refreshing the county Create an automated approach for refreshing the county

dataset to the City Parcel database designdataset to the City Parcel database designy gy g•• Legacy GIS application common functionality Legacy GIS application common functionality

analysisanalysisE t t f ti lit d th h t l bE t t f ti lit d th h t l b––Extract common functionality and serve through central webExtract common functionality and serve through central web--based applicationbased application

––Jointly develop web based mapping application Jointly develop web based mapping application

Focus on smaller projects with tangible results…Focus on smaller projects with tangible results…

Understand Needed SkillsUnderstand Needed SkillsJob TitlesJob Titles

Database administration:Database administration:SQL Server (Windows) SQL Server (Windows)

implementations: client / GISimplementations: client / GIS

Spatial Data administrationSpatial Data administration: : Department: client / GIS Department: client / GIS

implementations: client / GIS implementations: client / GIS Manager Manager

Oracle Standard Edition One Oracle Standard Edition One (Linix) (Linix) implementationsimplementations

Operating System administration:Operating System administration:

ManagersManagersCentral IT: Infrastructure Group Central IT: Infrastructure Group

Web server administration: Web server administration: Operating System administration:Operating System administration:

Windows (SQL Server) Windows (SQL Server) implementations: client / GIS implementations: client / GIS ManagerManager

LinuxLinux (Oracle)(Oracle) implementationsimplementations::

Department: Department: client / GIS Managerclient / GIS ManagerCentral IT: Infrastructure GroupCentral IT: Infrastructure Group

ArcGIS Server: ArcGIS Server: LinuxLinux (Oracle) (Oracle) implementationsimplementations: :

Central ITCentral ITSystem Backups: System Backups:

DepartmentsDepartmentsC l ITC l IT

Department: client / GIS Manager Department: client / GIS Manager Central IT: Infrastructure GroupCentral IT: Infrastructure Group

ArcGIS data file server: ArcGIS data file server: Central ITCentral ITDepartment: client / GIS Manager Department: client / GIS Manager

Central IT: Infrastructure GroupCentral IT: Infrastructure GroupCitrix Server/Terminal servicesCitrix Server/Terminal services

Central IT: Infrastructure GroupCentral IT: Infrastructure Group

Understand Needed SkillsUnderstand Needed SkillsTraining PlanTraining Plan

UC 2008 Tech Strategy SessionUC 2008 Tech Strategy Session 4848

The Executive PresentationThe Executive PresentationCritical communicationCritical communication

•• GIS technology strategies are driven by business strategiesGIS technology strategies are driven by business strategies•• Interpret the strategy with reference to value to the organizationInterpret the strategy with reference to value to the organizationInterpret the strategy with reference to value to the organizationInterpret the strategy with reference to value to the organization•• Value is defined directly as “saving,” “making” or “obtaining” Value is defined directly as “saving,” “making” or “obtaining”

moneymoney•• Technology (and GIS) is a partner to business areas not anTechnology (and GIS) is a partner to business areas not an•• Technology (and GIS) is a partner to business areas, not an Technology (and GIS) is a partner to business areas, not an

adversary or servantadversary or servant•• Identify steps in strategy to boost productivity through GIS Identify steps in strategy to boost productivity through GIS

technology investmentstechnology investmentstechnology investmentstechnology investments•• Be ready with “the ask”Be ready with “the ask”•• No less than 15 and no more than 30 minutes for top level No less than 15 and no more than 30 minutes for top level

l d hil d hileadershipleadership•• Choose the presenter carefully Choose the presenter carefully –– it may not be you…it may not be you…

Conceptual ArchitecturesConceptual Architectures

Enterprise System(s) Starting PointEnterprise System(s) Starting Point

Real Estate Real Estate ActivitiesActivities AccountingAccounting AcquisitionsAcquisitions Enter LongEnter Long

Term LeaseTerm Lease InventoryInventory PropertyPropertyTaxesTaxes REIT TaxREIT TaxHarvest ActHarvest Act

DevelopDevelop

Sell PropertySell PropertyAs IsAs Is

ActivitiesActivities Term LeaseTerm Lease TaxesTaxes

E bE b

DivestituresDivestitures Mineral, Oil, Mineral, Oil, NG LeasesNG Leases

Oth LOth L

SilvicultureSilviculture

BiologyBiologyDevelopDevelopPropertyProperty EncumbrancesEncumbrances Other LeasesOther Leases BiologyBiology

AssessmentAssessment

Sarbanes-Oxley

MineralsLandT ti IFMS

Property TDatabaseLawsonTransaction

SystemIFMS Tax

Title System

Timber Excel

Forest and Land Management SystemForest and Land Management System

HoldingsDashboardUsersUsers

Tax RecordsTax RecordsManagementManagement

TimberTimberManagementManagementLog MarketingLog Marketing

Other BusinessOther BusinessEndangeredEndangeredConservationConservation

HuntingHuntingLeasesLeases

LandLand

REIT AHAREIT AHAComplianceCompliance MineralsMinerals

EDMSEDMSLandLandProcessesProcessesSpeciesSpeciesEasementsEasementsDivestitureDivestiture

HarvestHarvest MapMap

EDMSEDMS

ForestForestLandLandLand SalesLand Sales

AcquisitionAcquisition

HarvestHarvestSchedulingScheduling

ppDisseminationDissemination

ServicesServicesLog MarketingLog MarketingForest Forest

ManagementManagementReal EstateReal EstateRecordsRecords

andandDevelopmentDevelopment

Services Oriented Architecture

Data Data W hW h

RegionalRegionalDatabasesDatabases

WarehouseWarehouseAerial ImageryAerial Imagery

DocumentsDocuments

Four Basic GIS Business FunctionsFour Basic GIS Business FunctionsVortex Diagram Business ModelVortex Diagram Business Modelgg

Business SolutionsBusiness Solutions

Technology ApproachTechnology Approach

Where are the Business Opportunities?Where are the Business Opportunities?

Lessons LearnedLessons Learned

Enterprise GIS Enterprise GIS ChallengesChallengesChallengesChallenges

•• Tearing down silos Tearing down silos –– must be willingness to share information must be willingness to share information and services within organizationand services within organization

•• Balance need for design and sustainable system with need to Balance need for design and sustainable system with need to show results quickly show results quickly –– utilize prototypes/proofutilize prototypes/proof--ofof--conceptsconcepts

•• Foster effective communication among project team, Foster effective communication among project team, stakeholders and impacted groupsstakeholders and impacted groups

•• Don’t lose sight of business strategies that are basis for projectDon’t lose sight of business strategies that are basis for project

•• Avoid technology “religious wars”Avoid technology “religious wars”

•• Create a visible “face” for your projectCreate a visible “face” for your project

Put a face on the ProjectPut a face on the ProjectCommon Operating PictureCommon Operating Picture

Common needs:Common needs:––Significant time spent gathering data for reporting up the chainSignificant time spent gathering data for reporting up the chain––Decision makers need access to timely informationDecision makers need access to timely information––Lots of data but no information Lots of data but no information –– ability to data mine extremely ability to data mine extremely

limited and takes weeks/monthslimited and takes weeks/monthsRecommendations:Recommendations:Recommendations:Recommendations:

–– Implement key performance indicators (KPI) dashboard Implement key performance indicators (KPI) dashboard frameworkframework

U d hb d j t ll i i tU d hb d j t ll i i t h ’ d i thh ’ d i th–– Use dashboard as project rallying point Use dashboard as project rallying point –– why we’re doing the why we’re doing the work…work…

Enterprise Success FactorsEnterprise Success FactorsAcross many disciplines & organizationsAcross many disciplines & organizationsy p gy p g

•• Solid workflow, architecture and application designsSolid workflow, architecture and application designs, pp g, pp g•• Well defined infrastructure requirementsWell defined infrastructure requirements•• Knowledgeable highlyKnowledgeable highly--skilled teamskilled teamKnowledgeable, highlyKnowledgeable, highly skilled teamskilled team•• EnterpriseEnterprise--wide standards and governance processeswide standards and governance processes•• Good tuning tools and methodsGood tuning tools and methods•• Good tuning tools and methodsGood tuning tools and methods•• Robust support environmentRobust support environment

d th b t GIS t h l il bld th b t GIS t h l il bl•• …and the best GIS technology available…and the best GIS technology available

Don’t forget Don’t forget –– Enterprise GIS means Enterprise IT Enterprise GIS means Enterprise IT Keep it in context!Keep it in context!

Enterprise GIS Enterprise GIS –– Understand Where You AreUnderstand Where You Are

Enterprise Enterprise LevelLevel

EnterpriseEnterpriseAdvantageAdvantageProgramProgram

$5M$5M

Department Department Professional Professional

ProgramProgram

ppLevelLevelServicesServices $500K$500K

Project Project LevelLevel

PremiumPremiumSupportSupportServicesServices

$50K$50K

Single Single use softwareuse software

StandardStandardTechTech $5K$5K

SupportSupport

SUPPORTEnterpriseEnterpriseSUPPORTTechnical Technical S tS t

EducationEducation ProfessionalProfessional BusinessBusiness

http://support.esri.comhttp://support.esri.com

Helping Users Be More ProductiveHelping Users Be More Productive

SupportSupport ServicesServices Partner ProgramPartner Program

•• TelephoneTelephone•• WebWeb

•• InstructorInstructor•• WebWeb

•• PlanningPlanningD iD i

•• ServicesServicesS l tiS l ti•• WebWeb

•• Resource Resource CenterCenter

•• WebWeb•• PodcastsPodcasts•• ESRI PressESRI Press

•• DesignDesign•• DevelopmentDevelopment•• ImplementationImplementation

•• SolutionsSolutions•• TechnologyTechnology•• DataData

Training & EducationTraining & Education

Resource CenterResource Center

Training & EducationTraining & Education

Professional ServicesProfessional Services

http://resources.esri.com/enterprisegishttp://resources.esri.com/enterprisegis

Questions?Questions?

ESRI Custom IconsESRI Custom IconsESRI Custom IconsESRI Custom Icons

MashupsMashups

Web UsersWeb UsersGIS UsersGIS Users

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GeodatabaseGeodatabaseArcGIS ServersArcGIS Servers Web GISWeb GIS

A GIS SA GIS S A GIS O liA GIS O li M hM hO St d dO St d d W b BlW b Bl W b BlW b BlArcGIS DesktopArcGIS Desktop M hM hArcGIS ServerArcGIS Server ArcGIS OnlineArcGIS Online MashupsMashupsOpen StandardsOpen Standards Web BlogWeb Blog Web BlogWeb BlogArcGIS DesktopArcGIS DesktopAuthorsAuthors

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Raster FilesRaster Files Raster FilesRaster FilesWeb MapWeb Map MapMapWeb MapWeb Map MapMapWeb MapWeb MapMapMap

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FilesFilesDatabaseDatabase

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GIS UserGIS UserMobile GIS UserMobile GIS User

ArcGIS ArcGIS ArcGIS ArcGIS ArcGIS ArcGIS ArcGIS

ArcGIS ArcGIS ArcGIS ArcGISArcGIS ArcGIS ArcGIS