GIS-based Enterprise Mobile Field Solutions for Enterprise ...€¦ · Mobile Computing Today! Need for Mobile Solutions " Wireless infrastructure, software and devices now available

1www.Spacient.comSpacient Technologies, Inc.

GIS-based Enterprise Mobile Field Solutions for Enterprise Asset and Data Field Collection

Anthony D. PalizziDirector of Sales

Spacient Technologies, Inc.


Agenda

! Mobile Computing Today

! Operational Inefficiencies

! The Mobile Challenge

! Common Pitfalls

! Technologies

! Case Studies" Case Study #1 - City of Phoenix Water Services Department" Case Study #2 - Calleguas Municipal Water District

! Conclusion – Closing Thoughts

! Questions


Mobile Computing Today

! Utilities " Substantial spending over last decade on IT" No real focus on largest portion of their Operations – Field workers" Some have implemented field computing

" less than 15% of the industry’s field workers are using mobile computing systems

" Most implementations are pilots and are focused on a single group" Customer Service

" Large amount of paperwork" Interoperability" No real Enterprise focus" More focus on Field Operations

" Can realize substantial savings (ROI)" 30%+ Tangible" 30%+ Intangible


“Business and IT leaders should expect to include mobile data systems in their IT budgets during 2001-04”

META Group


! Need for Mobile Solutions" Wireless infrastructure, software and devices now available" Large #’s of mobile workers performing mission critical services" Operating expenses for mobile workers typically account for majority of

labor costs" To increase efficiency and productivity, mobile workers require real-time

access to mission critical operating information



! Results of Recent Mobile Survey" 80% either have a system or are planning to implement one in the near

future" Current applications are mostly limited to scheduling, dispatch, and service

orders" Later implementations to focus on operations-oriented applications" Most planning to “mobilize” Work Management, GIS, Outage Management,

and CIS" The overall cost per user is decreasing, but expect implementations to

increase in size

Source: META Group, Inc.

Mobile and wireless data systems are an essential = application for government and utilities…Mobile and wireless data systems are an essential = application Mobile and wireless data systems are an essential = application for for government and utilities…government and utilities…


Activity PercentageDeveloping Workplans 16.1Idle Time 9.2Traveling and Transportation 16.0Excess Personnel/Equipment 7.3Late Starts and Early Quits 4.4Waiting for Materials 4.6Getting Job Assignments & Instructions 4.4Picking Up and Putting Away Tools 5.3

Subtotal: 67.3Direct, Productive Work 32.7

Total: 100.0

Subtotal: 67.3

*Source: American Management Association, 1998


! Breakdown of the Maintenance $$

*About 2/3 of mobile worker’s day spent on unproductive activities*About 2/3 of mobile worker’s day spent on unproductive activiti*About 2/3 of mobile worker’s day spent on unproductive activitieses


• As many as 5 different IT systems generate events in different format

• Multiple groups of people involved creates inconsistencies

• Multiple people and systems create inaccuracies and inefficiencies

• Multiple systems creating work orders leading to inconsistent work information

• No central information on available resources for work scheduling

• No central scheduling and dispatching function

• Inability to scheduling and re-prioritize work in real-time

• Inability to provide real-time information to field workers

• Inability to deliver maps and other critical data to mobile workers

• Lack of real-time work tracking and information exchange

• Mostly paper process requires large manual data entry staff

• Manual data entry of paper forms results in inaccurate data capture

• Data must be updated in multiple IT systems

Lack ofAccess toMission-Critical

Information

FragmentedIT Systems

and InconsistentWork Processes

ReactiveOperations &Maintenance

Activities

LargeBacklog and

Manual Updateof IT Systems

Result: Ability to significantly streamline operations, reduce costs, and improve customer service.

Result:Result: Ability to significantly streamline operations, reduce costs, Ability to significantly streamline operations, reduce costs, and and improve customer service.improve customer service.

Operational Inefficiencies


LaboratoryInformationManagement

System

GeographicInformation

SystemMaintenanceManagement

SystemWork

ManagementSystem

OutageManagement

System

ProjectManagement

System

DocumentManagement

System

FinancialManagement

System

Supply ChainManagement

SystemCustomer

InformationSystem

CustomerRelationshipManagement

HumanResource

ManagementSystem

Control &Monitoring

System(SCADA)

Data

DataData

Operational Systems

Business Systems

The Mobile Challenge

Challenge is to extend systems to the mobile workforceChallenge is to extend systems to the mobile workforceChallenge is to extend systems to the mobile workforce


LaboratoryInformationManagement

System

GeographicInformation

System

MaintenanceManagement

System

WorkManagement

System

OutageManagement

System

ProjectManagement

System

DocumentManagement

System

FinancialManagement

System

Supply ChainManagement

System

CustomerInformation

System

CustomerRelationshipManagement

HumanResource

ManagementSystem

Control &Monitoring

System(SCADA)

“One-at-a-time”application extensions

Proprietary Mobile Extensions (introduce complex mobile environment)

Common Pitfalls


Technologies

! Applications" Home Grown" ArcPad" Extension" Middleware" Web based" Server based" Wireless" WiFi

! Hardware" Pocket PC" Laptops" Ruggedized PCs" Handhelds" Cellular Phones" Pen Tablets

Many technologies for many operations – not a one size

fits all

Many technologies for many Many technologies for many operations operations –– not a one size not a one size

fits allfits all


Case Study #1

City of Phoenix Water Services Division

City of PhoenixWater Services Department


City of Phoenix WSD Overview

! City of Phoenix Water Services Division

! Key Statistics" 550+ Sq Mi Service Area" 365,000 Accounts " 1.4 Million Customers" 1,235 Utility employees" 5 WTP’s, 3 WWTPs" 300+ Remote Facilities" 420+ Field employees in Water

Distribution/Wastewater Collection Divisions

" It is the utility’s largest division –with over 420 employees comprising 35% of the total organization staff

" 35% of Department Staff" Combined O&M budget exceeds $54

Million" Consist of over 70 crews " Working from 13 locations

throughout Phoenix" 24hr/7day operation


City of Phoenix WSD Overview

Statistics – Infrastructure• Miles of Water Main 6,100• Valves 93,522• Fire Hydrants 40,499• Remote Facilities 300+• Elevation Intervals 11• Pressure Zones 105

Activity Report – FY2001-02• Water Mains Repaired (mi) 1,498• Water Services Replaced 5,729• Water Services Repaired 2,626• Fire Hydrants Replaced 504• Fire Hydrants Repaired 1,712• Water Services Installed 970*

*Full Service & Tap-Only

Statistics – Infrastructure• Miles of Sanitary Sewer 4,400• Manholes / Clean Outs 63,000• Basins / Zones 18• Lift Stations 26• Metering Stations 13• Odor Injection Sites 13*

*(excluding Lift Stations)

Activity Report – FY2001-02• Sanitary Sewers Cleaned 1,388• Stoppages Cleared 153• Sewer Mains Televised 281• Manholes Painted 33,821

for Vermin Control

Wastewater Collection

Water Distribution


Business Drivers

! Consolidation of Distribution & Collection Divisions

! Service area and demand are growing" Service area continues to grow (over 500 sq miles)" Customer demand for service levels increasing

! Regulatory compliance driving technology and improved work practices (H&S, cMOM, SSO and SDWA regulations)

! Apply best-in-class practices to sustain the City’s reputation for excellence

! Improve asset information

Major business initiatives drove the need for field automationMajor business initiatives drove the need for field automationMajor business initiatives drove the need for field automation


Business Drivers

! GIS maps to the field" Pilot project in 1998 to deliver GIS to Locators (call before you dig application)

! Capture clear and accurate crew reports (field work orders)

! Maximize technology to improve work practices

! Ongoing projects involving field crews & field data" WD/WC Reengineering Project (Red Oak)" GIS Upgrade to GeoDatabase (ESRI)" Ongoing Implementation of Asset Management System / CMMS (Hansen, Synergen)" New Water Service Processing System (Sierra)" CMOM Project (URS)" Integration/Replacement of the Water Customer Information System (WCIS)" WCIS integration with CRM (Siebel)


Business Challenges

! Diversity of operations & inconsistency in work processes

! Support and Maintenance resources (critical to project success)

! Variation in user computer familiarity

! Need to fulfill comfort zone with support

! Devices - visibility, reliability

! Expectation management

! Integration targets unavailable

! Influences of other projects (cMOM, EAM, reengineering, etc.)

! Security concerns over wireless

! Yard infrastructure

There are many hidden challenges to implementing field computingprojects for water and wastewater utilities

There are many hidden challenges to implementing field computingThere are many hidden challenges to implementing field computingprojects for water and wastewater utilitiesprojects for water and wastewater utilities


Challenges Before Mobile Computing

Poor quality microfiche and readers made map interpretation difficult, and volumes of paperwork consumed field crews, making management reporting difficult

Poor quality microfiche and readers made map interpretation diffPoor quality microfiche and readers made map interpretation difficult, and volumes of icult, and volumes of paperwork consumed field crews, making management reporting diffpaperwork consumed field crews, making management reporting difficulticult

Maps displayed with Microfiche viewersWD/WC Crew Report (Work Order) Form and Paperwork


Project Objectives

! Project Vision & Goal:" “Implement mobile computing solution to deliver essential data and information to

field service crews to enable improved customer service and operational efficiency” ! Improved customer service! Improved operational efficiency ! Better communication with field crews! GIS maps and work orders to the field! Integrated service delivery (consolidation of Water Distribution

and Wastewater Collection Divisions)! Reduced paperwork, backlog (maps and WOs), data entry! Reduced radio/voice traffic (system currently over utilized)! Better management reporting

Enterprise objective established by Department management and key staff from WD/WC, Customer Services & Technical Support

Enterprise objective established by Department management and keEnterprise objective established by Department management and key staff from y staff from WD/WC, Customer Services & Technical SupportWD/WC, Customer Services & Technical Support


MAPS Project Vision

MAPSMAPS Front-endField Application

Back-end Systems

Integrated User Interface

GISGPS CMMS WCISWater Billing

ImageSite

HansenEAM / CMMS

A2KWater New Service

Application

ABSCall Before YouDig Application

EAI

MAPSMAPSMAPSMAPS Front-endField Application

Back-end Systems



ImageSite

HansenEAM / CMMS


Application


EAI

Front-endField Application

Back-end Systems



ImageSite

HansenEAM / CMMS


Application


EAI

Implement a single, enterprise mobile computing solutionImplement a single, enterprise mobile computing solutionImplement a single, enterprise mobile computing solution

AssetManagement

CustomerManagement

FieldSystems

CustomerRelationshipManagemen

tSystem

CRMCustomer

InformationSystem

CISGeographicInformation

System

GISEnterprise

AssetManagement

System

EAM

Field Service &Maintenance

Back-OfficeSystems

Enterprise Mobile

Computing Solution

Mobile

AssetManagement

CustomerManagement

FieldSystems

CustomerRelationshipManagemen

tSystem

CRMCustomer

RelationshipManagemen

tSystem

CRMCustomer

InformationSystem

CISGeographicInformation

System

GISGeographicInformation

System

GISEnterprise

AssetManagement

System

EAM

Field Service &Maintenance

Back-OfficeSystems

Enterprise Mobile

Computing Solution

Mobile

Integrated Service Delivery


MAPS Systems Overview

! “Web-based” application – desktop & mobile

! Work on a variety of mobile devices

! Work online and offline

! Must have single, simple user interface

! User-friendly, intuitive interface

! Integrate GIS maps, CMMS/EAM, CIS/CRM, work orders, GPS & reference information

! Easy to support & maintain

! Management performance reporting

A reliable, easy-to-use mobile computing system for field crewsA reliable, easyA reliable, easy--toto--use mobile computing system for field crewsuse mobile computing system for field crews


MAPS Systems Overview

CMMS 1(PLANT)


System(s)(SYNERGEN)


System(ESRI)

CIS/CRMCustomer

InformationSystem

(MAINFRAME/SIEBEL)

OnsiteWSD

Install

MAPSApplication

Server(Fieldport®)

MAPS® Application Server-MS Windows 2000 Server-MS SQL Server-Fieldport® Application Software

-Work Management Module-Field Data Capture Module-GIS Mapping Module-Reporting Module-Enterprise Connect

CMMS 2(WD/WC)


System(s)(HANSEN)

Enterprise Application Integration (EAI)

MAPSWeb Client

MAPSMobile Client

MAPS Mobile Client-Microslate / Panasonic Toughbook-Win2000 OS-Fieldport® Mobile Client Software

MAPS® Mobile Data Synch Engine


Tangible Benefits

WSD Division:# Paperwork (including data entry) $3.71 million# GIS mapping $1.31 million# CMMS/EAM (Work Order) $0.94 million# ABS Locates $0.68 million# GPS/AVL $0.08 million

Total: $6.72 million

Customer Services Division:# CIS/CRM (Work Order) $0.69 million# Paperwork (including data entry) $0.19 million# Routing $0.19 million# GIS mapping, GPS/AVL $0.01 million

Total: $1.08 million

WSD Operations - Total Savings of $7.8 millionWSD Operations WSD Operations -- Total Savings of $7.8 millionTotal Savings of $7.8 million


Intangible Benefits

# Very real benefits# Key to upper management# Difficult to quantify# Include:

• Improve customer service• Improve customer perception• Better communication between divisions• Better management information• More accurate data• More consistent business process• Improved communications internally• Better identification of deficiencies• Increasing employee moral• Department’s image in the industry

# CSD $1.5 million annually ?# WD/WWC $4 - 8 million annually ?

Bottom Line: The Intangibles are likely as large as the Tangibles!

Bottom LineBottom Line: The : The Intangibles are likely as Intangibles are likely as large as the Tangibles!large as the Tangibles!

Improve customer service10%

Improve customer perception

16%

Better communication w/ distribution

25%Better management

information25%

More accuratedata

19%

More consistent business process

5% Improve customer service10%

Improve customer perception

16%

Better communication w/ distribution

25%Better management

information25%

More accuratedata

19%

More consistent business process

5%


Lessons Learned

! Important to establish an enterprise vision for field computing (it’s not just a GIS, CMMS, CRM add-on)

! Support & maintenance issues are huge!

! Good idea to start simple, deliver functionality in phases

! Address integration strategically

! Focus on ROI – it delivers real benefits

! Field crews willing to adopt technology & recognize benefits

! Mobile devices still present greatest support challenge

! Gap exists between management expectations and needs of field users

! Challenging to understand data and identify reports

The MAPS implementation has taught us valuable lessonsThe MAPS implementation has taught us valuable lessonsThe MAPS implementation has taught us valuable lessons


Case Study #2

Calleguas Municipal Water District


Calleguas MWD Overview

! District Overview" Located in Ventura County, California" Member of Southern California MWD since 1960" Wholesale water provider" 50+ field employees

! Service Stats" Serving over half a million people in the Ventura County" Infrastructure includes more than 130 miles of large pipelines and

numerous facilities" Service area encompasses more than 395 square miles

“…To provide its service area with a reliable and adequate supply of quality supplemental water through the acquisition and distribution of both regionally and

locally-developed water in an environmentally and economically responsible manner.”

“…To provide its service area with a reliable and adequate suppl“…To provide its service area with a reliable and adequate supply of quality y of quality supplemental water through the acquisition and distribution of bsupplemental water through the acquisition and distribution of both regionally and oth regionally and

locallylocally--developed water in an environmentally and economically responsibdeveloped water in an environmentally and economically responsible le manner.”manner.”


Calleguas MWD Overview

Calleguas is the 4th largest water district in MWD, serving one of the

fastest growing regions in Southern California

Calleguas is the 4Calleguas is the 4thth largest water largest water district in MWD, serving one of the district in MWD, serving one of the

fastest growing regions in fastest growing regions in Southern CaliforniaSouthern California


Business Challenges and Drivers

! New growth in region

! Water supply needs, Los Posas basin project (co-capital funded by MWD/CMWD)

! Aging existing facilities = replacement program

! New facilities = additional O&M

! Board challenge = maintain existing staffing levels

! Management need = track O&M costs by facility (O&M of co-funded facilities gets 50% reimbursement from MWD)

SOLUTION: Implement IT solution to enable improved efficiency,O&M activity tracking and capital cost recovery

SOLUTION: Implement IT solution to enable improved efficiency,SOLUTION: Implement IT solution to enable improved efficiency,O&M activity tracking and capital cost recoveryO&M activity tracking and capital cost recovery


Project Overview

! “Time and Activity Tracking System” (TATS) project initiated June 2000

! Goal: Implement integrated GIS and work management system to streamline capital cost recovery, enable improved efficiency and enhance customer service.

! Scope of Work (layout project timeline)" Define near- & long-term strategy, vision, goals" Assess current IT systems & work processes" Design & implement TATS (phased w/pilot)" O&M Daily Log, Timesheets, ADP Integration, GIS Development, Admin,

Reporting/Analytics" Support & maintenance


TATS System Architecture

FinancialsFinance &

Accounting(MS Great Plains

Solomon)


System(ESRI)

ADPPayrollHR/Payroll(ADP Online)

OnsiteCMWDServer

FIELDPORTApplication

Server

FieldportTM Application Server-MS Windows 2000 Server-MS SQL Server-Fieldport Application Software

-Work Management Module (O&M Daily Logs)-Timekeeping & Personnel Management-Field Data Capture Module-GIS Mapping Module (Web Only)-Performance Analytics & Reporting

FieldportTM-GISInterface (ArcIMS)

FieldportTM Mobile Data Synch Engine

FIELDPORTMobile Client

FieldportTM Mobile Client-Micron Notebooks-Windows 2000/XP OS-802.11b wLAN PC Card-Fieldport Mobile Client Software

FieldportTM-ADPInterface

FieldportTM-Solomon1-Time Data Load

FIELDPORTWeb Client


TATS Web GIS Screens

• Overview Map

• Navigation (Basic & Enhanced)

• Layer Management

• Asset & Facility Data

• Land & Environmental Data

• Integrated Drawings & Work Orders



• Overview Map








• Overview Map







O&M Daily Logs and Timesheets

! O&M Daily Logs provide core work management functionality for TATS (Fieldport® Work Management Module)" Capture information relating to resources (time, equipment, etc.) utilized on

work performed in the field" Provide management with quick access to information critical for decision

making! Timesheet functionality integrated with O&M Daily Logs for

timekeeping and payroll (Fieldport® Timekeeping and Personnel Management Module" Provide quick and accurate information directly to ADP payroll system" Correctly apply the organization’s business rules during calculations" Improve efficiency by directly linking to the O&M Daily Log time information


O&M and Timesheet Screens

• Main Log-in page

• User-specific portal to all crew reports (work order data)

• Access to field data forms and paperwork

• Network-aware



O&M Daily Log:

"Employee/Job Information

"Crew Hours Worked

"Task/Activity Data

"Facility Data

"Vehicle & Equipment Usage

"Workflow



O&M Daily Log:

"Summary Reports (by Individual, by Date)

"Exception Reporting



Timesheet:

"Regular Hours

"On-Call Hours

"Overtime

"Project Hours

"O&M Hours

"G&A Hours

"Vacation

"Car Use & Expenses

"Comments

"Workflow

"ADP Integration


Performance, Analytics and Reporting

! System now collecting volumes of data on field operations! Need evolved for better information and reporting! “Intelligent” management reporting and analysis

functionality implemented! Functionality provided include:

" Wealth of analysis information for management (e.g., monthly hours by task or by facility)

" O&M cost reporting for capital cost recovery from MWD" Information on resource distribution can assist management in more

accurate budgets" Near instantaneous reports with minimal effort from staff

! Enables implementation of “Best Practices”, KPI’s


Analytics and Reporting Screens

Analytics:

"Reporting

"Performance Metrics

"Analysis

"Capital & O&M Cost Tracking

Features:

"Summary Page

"Reporting Pages



Hours by Task



Hours by Facility (Pipeline Project)



Capital Project Cost Tracking


Lessons Learned

! Lessons Learned" Business drivers for mobile computing are compelling " Field crews willing to adopt technology & recognize benefits" Start simple, deliver functionality in phases" Mobile computing delivers benefits with or without CMMS/CRM" Non-rugged devices can be cost effective" Local wireless / hotspot concept can be very effective" Challenging to understand data and identify reports" Once it’s there, people want more!!!


Conclusion – Closing Thoughts

! From our experience, we offer the following thoughts:" Field computing is feasible, essential and can be started today with what

you have – do not wait for the back office systems to be updated, revamped, or replaced

" Look at your entire field operations to see what the requirements are and where the ROI could be achieved – it might not be obvious

" The return-on-investment (ROI) is perhaps unparallel in operations and maintenance activities

" Field staff are perfectly able to adapt to new technology – if they are properly engaged in the process

" Keep the application simple to use – don’t take attractive short cuts and end up with a myriad of different systems on the devices

" Support and maintenance will be a big issue


Questions

Anthony PalizziPhone: 303-346-4406

Email: [email protected]

Documents

GIS-based Enterprise Mobile Field Solutions for Enterprise ...€¦ · Mobile Computing Today! Need for Mobile Solutions " Wireless infrastructure, software and devices now available