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Mobile Solutions for the Appraiser Florida Chapter of IAAO

Mobile Solutions for Field Appraisers

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Page 1: Mobile Solutions for Field Appraisers

Mobile Solutions for the Appraiser

Florida Chapter of IAAO

Page 2: Mobile Solutions for Field Appraisers

SMART Goals1. Search & retrieve information in the field 2. Geo-locate self on the map3. Take photos with date/time and associate it4. Visualize assigned workload 5. Verify and edit attribute data6. Modify building sketches in the field7. Go paperless - eliminate paper at all touch points8. Update infrastructure (Firewall/VPN, Cisco, EMC)9. Consolidate desktops/laptops into single device 10. Become industry leader in mobile implementation

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Defining Issue: Increase productivity of the field staff and introduce a consistent methodology for field work

By implementing the Mobile solution: Increased productivity approximately 25% in 1st yearAble to train staff in using a consistent methodology

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Defining Issue: Decrease mileage costs of the field operations

By implementing the Mobile solution: Able to passively track staff movement in the fieldStaff can schedule their workday using visual clustersManagement has ability to validate mileage claims

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Defining Issue: Eliminate paper from field operations

By implementing the Mobile solution: Eliminated approx. 85K paper copies of field recordsEliminated approx. 25 rolls of plotter paperReduced printing and plotting cost by approx. $10K

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Defining Issue: Reduce back office support for field ops

By implementing the Mobile solution: Re-allocated a full time back office position Focus shifted from back office support to QC/Audit

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Defining Issue: Increase accountability measures

By implementing the Mobile solution: Gave managers the ability to hold staff accountableDate-Time stamped photos places staff at location

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Defining Issue: Assign appropriate work zones for field staff

By implementing the Mobile solution: Staff allocated zip-codes based on expertiseStaff more familiar with their appraisal areas nowGreater buy-in and ownership by staff of their areas

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Defining Issue: Transition from data collectors to appraisers

By implementing the Mobile solution: Laid the foundation for the transitionAttracting more computer savvy, qualified staffEasier to train staff with consistency

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Mobile Solution

Developed in-house within 6 monthsRuns on a website – not a native app Ipad 4th Gen deviceBuilt using

ESRI Javascript API & SQL Server database for GISOracle APEX for CAMA

VPN connection from CheckPoint (firewall) AT&T 4G LTE network

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Roadmap…

• Currently implemented for 20 field appraisers• Includes both Residential and Commercial

• Beta testing for TPP field staff and auditors

• Programming underway for Exemption fraud investigations field unit

• Mobile devices used by Customer Service and Events staff for surveys and informational purposes

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Examples of using GoodNotes App

• Used to mark the record card with freehand • Used for red-lining sketches or drawing new• Used to track properties visited• Used when there is poor or no 4G connection• See the following examples…

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Special thanks:John Beum – Field Appraiser at OCPA