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Introduction to Geospatial Strategy Anna Sokol | Nate Bennett

Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

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Page 1: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Introduction to Geospatial StrategyAnna Sokol | Nate Bennett

Page 2: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial
Page 3: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial
Page 4: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Developing & Executing a Geospatial Strategy

…Maximize Impact

Page 5: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

What is a Geospatial Strategy?

Page 6: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

A Geospatial Strategy is a business-oriented plan that defines how an

organization will use GIS to achieve its goals and desired outcomes.

The plan includes considerations of people, process, and technology needed to meet goals and overcome challenges.

Page 7: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Key Takeaways

1. Why do you need a strategy?

2. How do you establish a strategy?

3. How do you successfully execute on your strategy?

Page 8: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Why do I need Geospatial Strategy?

Page 9: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Technical ChallengesPoor public

facing content

Limited exposure to

new tech

Staff with training needs

Unreliable architecture

Legacy technology

Page 10: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Technical StepsCreate a

Hub Premium site

Deploy GeoEvent

Train staff on ArcGIS

Pro

Go to the cloud

Upgrade

to 10.7

Page 11: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Or maybe these steps…Upgrade

existing web content

Deploy Insights for

ArcGIS

Train staff on ArcGIS Enterprise

Rebuild On Premises System

System architecture

Page 12: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Technical Challeng

es

Build Useful Solutions

Deploy on Premises or in the cloud

Upgrade and

Modernize

Improve Public Facing

Content Train staff

Leverage new

technical capabilities

Market GIS Value

Page 13: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Technical Challeng

es

Build Useful Solutions

Deploy on Premises or in the cloud

Upgrade and

Modernize

Improve Public Facing

Content Train staff

Leverage new

technical capabilities

Market GIS Value

What public content do

you update?

How do you know if it’s

been improved?

Do users need open

data?

Train staff on desktop

Train staff on the cloud

Train staff on ArcGIS Enterprise

What makes a solution “useful”?

Can you start with a template?

Which solutions are out there?

How do you architect

your system?

How much demand will there

be for GIS in 12

months?

What does it take to

move to the cloud?

What does it mean to

modernize?

What version do you need?

Are there new

capabilities coming out that could

help?

Can your system support

new tech?

What value are you

marketing?

How do you measure success?

Who are you

marketing to?

Page 14: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial
Page 15: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial
Page 16: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Assemble Your Team

Executive Sponsor

Champion Technical Leadership

Page 17: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Massachusetts Executive Office of Energy and Environmental Affairs (Mass EEA)

CIO

GIS Manager

Departmental Stakeholders

Page 18: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

How do I establish a Geospatial Strategy?

Page 19: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

…Maximize Impact

Developing & Executing a Geospatial Strategy

Page 20: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Business GoalsShare

success stories with the publicMake

better decisions

for…

Do xyz tasks more

efficiently

Improveservice

delivery of xyz

Improve collaboration

between departments

for xyz

Page 21: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Engage with Leadership

Department Managers

Elected Officials Decision Makers

Page 22: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Louisville Jefferson County Information Consortium (LOJIC)

LOJIC

Policy Board

The LOJIC Policy Board is responsible for approving the budgets, outlining goals, approving long-range plans, establishing policies, and designating committee assignments.

•Property Value Administrator•Chief of Civic Innovation, Louisville Metro Government•Executive Director, Metropolitan Sewer District•President/CEO, Louisville Water Company

https://www.lojic.org/about/partners-participants

Page 23: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Business ChallengesTrouble meeting

mandates

Inconsistent decision making

Takes a long time to answer

questions

Inconsistent service

Duplicative efforts to

address the same

problems

Page 24: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Engage Across the Organization

Field Worker

s

End Users

Existing Plans

Decision

Makers

Page 25: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Oakland County, Michigan

GIS Expansion Starter Kit

This Starter Kit is intended to help you create a repeatable process to identify new opportunities for incorporating spatial technology into more efficient business workflows and more informed decision making in your community.

GIS Expansion Starter Kit is available at no cost to all local governments. https://www.oakgov.com/it/gis/Pages/Grow-Your-GIS.aspx

Page 26: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Business Challenges

Business Goals

Page 27: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

…Maximize Impact

Developing & Executing a Geospatial Strategy

Page 28: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Business Driven SolutionsImproved

workflows to support needs

Reliable data

Access to targeted technical

capabilities

Reliable environment

Targeted Training and

Support

Page 29: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Point A:

Current StatePoint B:

Future State

Business Driven Solutions

Page 30: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Current State

People

ProcessTechnology

People

• Current staff capabilities

• Resource management

• Culture

Process

• Existing workflows

• IT Governance

• Development approach

Technology

• Current infrastructure

• Access to technology and data

• Performance and availability

Page 31: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Future State

People

ProcessTechnology

People

• Workforce needs

• Professional development

• Internal outreach and support

Process

• Future workflows

• IT Governance

• Custom vs. COTS approach

Technology

• Technical footprint

• Future technology and data needs

• Performance and availability

Page 32: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Business Value of

GIS

Business Driven GIS Solutions

Business Challenges

Business Goals

Page 33: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Activity B Activity CActivity A

Prioritized & SequencedActivities

Page 34: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Integrate with third party Business System

Replace a paper based workflow with a mobile COTS solution

Create a GIS user group within your organization or community

Replace a legacy application with a COTS solution

Migrate to the Cloud

Train key staff on ArcGIS Enterprise

Potential “Activities”

Page 35: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Activity A

Activity B

Activity C

Activity D

Activity E

Activity F

People

ProcessTechnology

Page 36: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

PrioritizationHigh Value

BU

SIN

ES

S V

AL

UE

LOW

HIG

H

EASE TO LAUNCHHARD EASY

Quick Wins

ACTIVITY B

ACTIVITY A

ACTIVITY C

ACTIVITY D

ACTIVITY E

ACTIVITY F

Page 37: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Sequencing

Activity A

Activity B

Activity C

Activity D

Activity E

Activity F

Page 38: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

How do I execute a Geospatial Strategy?

Page 39: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

…Maximize Impact

Developing & Executing a Geospatial Strategy

Page 40: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Begin to Execute

Activity B

Activity C

Activity D

Activity E

Activity F

Page 41: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Execute Incrementally

People

ProcessTechnology

Page 42: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Execute Incrementally

Prepare

• Define the solution in detail

• Move from conceptual design to functional

• Prepare end users for upcoming changes

Implement

• Build and configure your solution

• Test and deploy your solution

• Train your users

Operate

• Execute your new solution in a production environment

• Monitor performance and use of the solution

• Provide ongoing support to your users

Review

• Share the success of your activity

• Ensure the solution is being utilized

• Consider ongoing workforce development needs

Page 43: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

…Maximize Impact

Developing & Executing a Geospatial Strategy

Revisit

Page 44: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

…Maximize Impact

Revisit Example

Revisit

Page 45: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

…Maximize Impact

Developing & Executing a Geospatial Strategy

Page 46: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

What can you do?

Understand

• Assemble your team

• Engage across your organization

• Articulate your organizations’ goals and challenges

Plan

• Identify ways GIS can bring business value

• Create a plan that takes into account people, process, and technology

• Prioritize and sequence your work

Act

• Bring your solutions to life: prepare, implement, operate, and review each one

• Share your strategy and successes

• Revisit your strategy

Page 47: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

UC Resources

• Introduction to Geospatial Strategy Technical Workshop

• Tuesday, July 9: 1p-2p, SDCC – Room 17 B

• Wednesday, July 10: 10a-11a, SDCC – Room 31 A

• Sign up Expo Activity: https://www.esri.com/en-

us/about/events/uc/experience/arcgis-appointments

• Geospatial Strategy Panel

• Thursday, July 11: 1p-2p, SDCC – Room 16 B

Page 48: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Other Resources

https://www.esri.com/training/learning-plans/

http://go.esri.com/bp

Page 49: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

Questions?

Page 50: Introduction to Geospatial Strategy - Esri · Why do you need a strategy? 2. How do you establish a strategy? 3. How do you successfully execute on your strategy? Why do I need Geospatial

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