USING GIS TO TRANSFORM YOUR ORGANIZATION. Reengineering a GIS Department. TRA Adopts a Business Solution Approach ESRI UC 2017

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1 USING GIS TO TRANSFORM YOUR ORGANIZATION Reengineering a GIS Department TRA Adopts a Business Solution Approach ESRI UC 2017 Glenn Clingenpeel, Bob Ayensu

2 Outline 1. History of TRA 2. Overview 3. Approach 4. Results 5. Lessons Learned

3 Trinity River Basin Nearly 18,000 square miles in the eastern third of the state Most developed large watershed in Texas Almost all locations for new water supply are developed or permitted

4 Understanding the Organizational Environment Identify Stakeholders o Users/Customers o Financers o Influencers o Vendors Determine Available Resources o Employees/Management o Budget o Hardware & software o Licenses o Support groups and Committees Understand Existing Processes o Data gathering, processing & storage methods o Information distribution & reporting o Established processes and standards o QA & QC Methods Getting to know who is doing what, why, where, when and how in the organization

5 Factors Addressed Methods Guideline/Standards Strategic Plan Documented Processes and workflows Quality Control methods Data Spatial & Non Spatial Development and Maintenance Analysis Integration Software & Licenses DBMS ArcGIS server Work & Asset Management ArcGIS Online Web and Mobile Apps ArcGIS desktop applications and Extensions People/Stakeholders Clients Sponsors Managers/Administrators Employees (Tech, Analyst) Subject Matter Experts Consumers GIS Geographic Information Systems Hardware Servers (Virtualized Environment) Network & Security Computers Mobile (tablets, phones) GPS Printers/Plotters

6 People/Stakeholders Methods Guideline/Standards Strategic Plan Documented Processes and workflows Quality Control methods Data Spatial & Non Spatial Development and Maintenance Analysis Integration Software & Licenses DBMS ArcGIS server Work & Asset Management ArcGIS Online Web and Mobile Apps ArcGIS desktop applications and Extensions People/Stakeholders Clients Sponsors Managers/Administrators Employees (Tech, Analyst) Subject Matter Experts Consumers GIS Geographic Information Systems Hardware Servers (Virtualized Environment) Network & Security Computers Mobile (tablets, phones) GPS Printers/Plotters

7 People/Stakeholders Needs Assessment Identified and engaged Champions Advisory committee Clients & Consumers Sponsors/In vestors Source of funding Influencers Subject Matter Experts Employees Consultants and Contractors Vendors and External Support Hire team Develop team Manage team

8 Needs Assessment *Data/system Integration * Web GIS Maps * Mobile/field data access *Data Availability (e.g. Plant Operations) *Data Accuracy *Centralized spatial database * Analysis and Modeling (e.g. Source tracing) * Tracking (e.g. dashboard) Data standards/ guidelines *Documented workflows/proce dures *Coordination * Training Client feedback Enterprise GIS

9 Defining the Mission & Vision

10 Education, Experience & Skills Human Resource Applied Sciences What Where When How Computer Science Statistical Analysis Remote Sensing Geography Geomatics Engineering Environmental Science Photogrammetry Cartography Technology Capture Store Edit Manage Analyze Display/Report Integrate GISciences (GIS) GISystems (GIS) GIServices (GIS) Services Data Creation & Maintenance Data Analysis & Reporting Data Integration Database Design & Development Mapping / Reporting System Administration & Integration Software Administration Mobile & Web GIS Configuration Mobile & Web APP Development Project Coordination User Training & Support

11 Methods Methods Guideline/Standards Strategic Plan Documented Processes and workflows Quality Control methods Data Spatial & Non Spatial Development and Maintenance Analysis Integration Software & Licenses DBMS ArcGIS server Work & Asset Management ArcGIS Online Web and Mobile Apps ArcGIS desktop applications and Extensions People/Stakeholders Clients Sponsors Managers/Administrators Employees (Tech, Analyst) Subject Matter Experts Consumers GIS Geographic Information Systems Re-engineering Hardware Servers (Virtualized Environment) Network & Security Computers Mobile (tablets, phones) GPS Printers/Plotters

12 Methods Work flows/ processes & Standard operating procedures/ QA Strategic Plan (Short & Long Range) Continuous Improvement Work Management & Performance tracking. Data guideline/sta ndards & QC methods

13 Data Methods Guideline/Standards Strategic Plan Documented Processes and workflows Quality Control methods Data Spatial & Non Spatial Development and Maintenance Analysis Integration Software & Licenses DBMS ArcGIS server Work & Asset Management ArcGIS Online Web and Mobile Apps ArcGIS desktop applications and Extensions People/Stakeholders Clients Sponsors Managers/Administrators Employees (Tech, Analyst) Subject Matter Experts Consumers GIS Geographic Information Systems Hardware Servers (Virtualized Environment) Network & Security Computers Mobile (tablets, phones) GPS Printers/Plotters

14 Reengineering Data Spatial Geodatabases Build and Maintained Reference Data Availability Identify data to be developed inhouse source vs. external data Identify data to be developed inhouse source vs. external data Analysis Access and Security Non Spatial Plans and Drawings Reports Inspections Pictures & Videos Data Accuracy Centralized Databases Identify data collection methods Frequency of update QC methods Reporting methods Reporting/Mapping Microsoft SQL Sever (RDBMS) Design and build geodatabase Data Owner vs. caretaker Data Integration

15 Software & Licenses Methods Guideline/Standards Strategic Plan Documented Processes and workflows Quality Control methods Data Spatial & Non Spatial Development and Maintenance Analysis Integration Software & Licenses DBMS ArcGIS server Work & Asset Management ArcGIS Online Web and Mobile Apps ArcGIS desktop applications and Extensions People/Stakeholders Clients Sponsors Managers/Administrators Employees (Tech, Analyst) Subject Matter Experts Consumers GIS Geographic Information Systems Hardware Servers (Virtualized Environment) Network & Security Computers Mobile (tablets, phones) GPS Printers/Plotters

16 Software & Licenses Decision Drivers Business need Cost & Budget Inline with Goal & Mission Maintenance & upgrades Integration Microsoft SQL Server 2014 SP2 (Standard) Server & Desktop Desktop Advance, standard, Basic ArcGIS Pro Drone2Map Extensions Spatial Analyst 3D Analyst Network Analyst ArcGIS Server Standard HTML Web map Web & Mobile ArcGIS Online (Collector, Operations dashboard, Story maps) Navigator CMMS (Lucity Asset & Work Order) Geoworks Sync (Maximo) Integration Pipe Condition Rating (InfoMaster) Masterworks geoamps

17 Software & Licenses Mobile & Web Field Inspection Applications Drone2Map Story Map

18 Hardware Methods Guideline/Standards Strategic Plan Documented Processes and workflows Quality Control methods Data Spatial & Non Spatial Development and Maintenance Analysis Integration Software & Licenses DBMS ArcGIS server Work & Asset Management ArcGIS Online Web and Mobile Apps ArcGIS desktop applications and Extensions People/Stakeholders Clients Sponsors Managers/Administrators Employees (Tech, Analyst) Subject Matter Experts Consumers GIS Geographic Information Systems Hardware Servers (Virtualized Environment) Network & Security Computers Mobile (tablets, phones) GPS Printers/Plotters

19 Hardware Goal: Continuous and reliable geo spatial services. System Architecture Redesign - Availability - Security - Performance and scalability - Compatibility Conform to Authority s IT polices. Follow best practices (IT, GIS & vendor-specific) Action Taken Migration from Physical servers to VM servers. Reconfiguration of system architecture Separation of SQL database, application and document servers. Further separation of GIS and other applications DMZ configuration to allow mobile access Desktops, mobile tablets and Trimble GPS

20 Milestones 2017 Enterprise System 2014 Isolated Best Practices and Standards Central Spatial Information Repository Continuous & reliable geo spatial services Multi Platform Integration enabling seamless transition between office and field

21 Lessons Learned Gather inputs and tailor solution to your organization A clear vision of what the change will look like from the onset Define and Measure Success Organization wide commitment Team Composition Adequate IT infrastructure Ongoing Continuous improvement Process documentation & refinement

22 Glenn Clingenpeel, Executive Manager, Trinity River Authority of Texas Bob Ayensu, GIS Manager, Trinity River Authority of Texas

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