Presentation is loading. Please wait.

Presentation is loading. Please wait.

Best Practices in GIS Implementation Mark Robbins, ESRI.

Similar presentations


Presentation on theme: "Best Practices in GIS Implementation Mark Robbins, ESRI."— Presentation transcript:

1 Best Practices in GIS Implementation Mark Robbins, ESRI

2 Agenda Overview of the GIS Planning & Implementation ProcessOverview of the GIS Planning & Implementation Process –The “Why” Part Planning & Implementation StepsPlanning & Implementation Steps –The “How” Part Planning & Implementation ‘Best Practices’Planning & Implementation ‘Best Practices’

3 What’s the Purpose of this Session? Encourage successful organization-wide GIS ImplementationEncourage successful organization-wide GIS Implementation –Help you understand how technology fits within the organizational objectives –Broaden the perspective of Implementation to be more than a specific project or technology implementation –Help you understand how important the “planning” is to the success of the GIS Implementation

4 Why is Implementation Planning Necessary? Now more than ever, short and long term planning are critical to successful on-going GIS ImplementationNow more than ever, short and long term planning are critical to successful on-going GIS Implementation –Technology has evolved and is now more integrated and interdependent than ever before –Business needs have evolved and demand better planning to meet those needs Implementation Planning is proactive problem solvingImplementation Planning is proactive problem solving –Implementation: “to carry out: ACCOMPLISH: esp. to give practical effect to and ensure of actual fulfillment by concrete measures.” - Webster

5 Overview of Implementation Planning Steps 1.Identify GIS Business Objectives and current Business Processes 2.Determine the Technology and System Infrastructure Readiness to Meet the GIS Business Objectives 2.Determine the Technology and System Infrastructure Readiness to Meet the GIS Business Objectives 3.Determine GIS Database Readiness to Meet the GIS Business Objectives 4.Determine Organization Readiness to Meet the GIS Business Objectives 5.Develop Enterprise GIS Implementation Plan to Meet the GIS Business Objectives 6. Validate the Implementation Plan meets the GIS Business Objectives in R&D Lab

6 Step 1. Identify GIS Business Objectives and Business Processes A successful implementation depends on a clear understanding of the organization’s GIS business needs, which must be met by the GIS.A successful implementation depends on a clear understanding of the organization’s GIS business needs, which must be met by the GIS. If the business needs are not met the entire implementation is at risk.If the business needs are not met the entire implementation is at risk. While a Business Analyst usually performs these tasks using systematic and proven methods, it is possible to conduct in-house analysis.While a Business Analyst usually performs these tasks using systematic and proven methods, it is possible to conduct in-house analysis.

7 Define the GIS Business Need What are the organizations Critical Success Factors?What are the organizations Critical Success Factors? –Profitability –Public Facilities Stewardship –Public Safety What are the GIS Business Needs that support these Critical Success Factors?What are the GIS Business Needs that support these Critical Success Factors? –We need to integrate our CIS with our GIS in order to stay competitive and be more efficient. –We need web access to the same GIS database as desktop users –We need to provide remote field inspectors with up-to-date land information –We need to integrate infrastructure planning with billing systems –We need the planning department, water and sewer departments to share the same property and address information with transportation department.

8 Describe the current Business Process Customer numbers are printed out in tabular format to be compared with a plot of our customer locations.Customer numbers are printed out in tabular format to be compared with a plot of our customer locations. Remote field inspectors currently must make a request to GIS services that print a map of the most recent land data and give it to the field inspectors.Remote field inspectors currently must make a request to GIS services that print a map of the most recent land data and give it to the field inspectors. Each department maintains their own property and address informationEach department maintains their own property and address information Examples

9 State the expected Business Objective Customer numbers will be updated daily in the GISCustomer numbers will be updated daily in the GIS Remote field inspectors will use handheld GIS to view up-to-date property information in the field and download it to the central GIS database when returning to the office.Remote field inspectors will use handheld GIS to view up-to-date property information in the field and download it to the central GIS database when returning to the office. All departments will have access to the standard city address and property databaseAll departments will have access to the standard city address and property database Examples

10 Understanding the business needs of the request Understand the workflow, challenges, and expected outcomes that help solve the problemUnderstand the workflow, challenges, and expected outcomes that help solve the problem –The technology is applied to the business problem –The technology or “how” you do that comes next

11 Expected Outcome for Step 1 DocumentDocument –GIS Business Needs –Business Objectives –GIS Business Procedures –GIS Business Use Case Scenarios

12 Step 2. Determine the Technology and System Infrastructure Readiness to meet the Business Objectives The Technology Readiness Assessment should be driven from the Business Need perspective rather than from the technologies capability perspective.The Technology Readiness Assessment should be driven from the Business Need perspective rather than from the technologies capability perspective. The readiness of the system infrastructure (hardware, software and network), are critical to the success of the implementation plan.The readiness of the system infrastructure (hardware, software and network), are critical to the success of the implementation plan. This part of the plan addresses the size and number of data servers, application servers, end-user desktops, and the expected network traffic or capacity.This part of the plan addresses the size and number of data servers, application servers, end-user desktops, and the expected network traffic or capacity. May require purchasing considerations.May require purchasing considerations.

13 Breakdown Determine Hardware requirements to support GIS applications and proceduresDetermine Hardware requirements to support GIS applications and procedures Define Software requirements to support implementationDefine Software requirements to support implementation Determine Network and communication requirements to support implementationDetermine Network and communication requirements to support implementation Identify which Business Objectives the technology is intended to fulfillIdentify which Business Objectives the technology is intended to fulfill Determine if any existing technologies should be replacedDetermine if any existing technologies should be replaced Determine the type of technology needed based on the Use Case ScenariosDetermine the type of technology needed based on the Use Case Scenarios Technology Readiness AssessmentTechnology Readiness Assessment

14 Determine Hardware requirements to support GIS applications and procedures Data Server configuration sizing and compatibilityData Server configuration sizing and compatibility Web Server configuration sizing and compatibilityWeb Server configuration sizing and compatibility Desktop image configurationDesktop image configuration Head-room/growth forecastingHead-room/growth forecasting These are not limitations created by current hardware. It is information generated as a result of meeting the business needs.

15 Define Software requirements to support implementation Number of web viewersNumber of web viewers Number of desktop viewers/editors/analystsNumber of desktop viewers/editors/analysts Underlying Software dependencies (RDBMS, Servlet Exec, Apache, VB, etc…)Underlying Software dependencies (RDBMS, Servlet Exec, Apache, VB, etc…) Number of licenses in each system environment for testing custom applications on new software releases and data releasesNumber of licenses in each system environment for testing custom applications on new software releases and data releases

16 Determine Network and communication requirements to support implementation Bandwidth requirementsBandwidth requirements Communication protocols based on system designCommunication protocols based on system design Location of web servers to data serversLocation of web servers to data servers File transfer vs. transaction based methodsFile transfer vs. transaction based methods Assess nature and amount of anticipated application trafficAssess nature and amount of anticipated application traffic

17 Identify which Business Objectives the technology is intended to fulfill Use the outcomes from step 1 to determine which Business Objectives should be targeted for a specific technical solution.Use the outcomes from step 1 to determine which Business Objectives should be targeted for a specific technical solution. Match the appropriate technology solution to the individual user or business needMatch the appropriate technology solution to the individual user or business need This task implies some level of prioritization based on the entire organization’s needs.This task implies some level of prioritization based on the entire organization’s needs.

18 Determine if any existing technologies should be replaced Deficiencies to meet GIS Business NeedsDeficiencies to meet GIS Business Needs Hardware replacement issuesHardware replacement issues System maintenance problemsSystem maintenance problems Growth limitationsGrowth limitations

19 Determine the type of technology needed based on the Use Case Scenarios Identify desktop based technology neededIdentify desktop based technology needed Identify Server-based technology neededIdentify Server-based technology needed - Data Server (vector and raster) - Web Server Identify technology dependenciesIdentify technology dependencies - Operating System compatibility - RDBMS compatibility Web server software environmentWeb server software environment Identify need for mobility or long-transactionsIdentify need for mobility or long-transactions

20 Technology Readiness Assessment Identify which Business Objectives the technology is intended to fulfillIdentify which Business Objectives the technology is intended to fulfill Determine if any existing technologies should be replacedDetermine if any existing technologies should be replaced Determine the type of technology neededDetermine the type of technology needed Specify the Technology RequirementsSpecify the Technology Requirements Document the Hardware/Network Configuration ReviewDocument the Hardware/Network Configuration Review

21 Expected Outcome for Step 2 DocumentDocument –Technology Readiness Assessment –HW/SW/Network configuration review –System Design

22 Step 3. Determine Enterprise GIS Database Readiness Data is a critical element of the success of the GIS Implementation Plan.Data is a critical element of the success of the GIS Implementation Plan. The quality and availability of the data will determine whether the technology will work correctly and whether the GIS Business Objectives will be met. The quality and availability of the data will determine whether the technology will work correctly and whether the GIS Business Objectives will be met. After the GIS data requirements have been identified, an assessment of “readiness” of the data to meet these requirements must be conducted.After the GIS data requirements have been identified, an assessment of “readiness” of the data to meet these requirements must be conducted. This assessment should not only address the completeness and accuracy of the data, but also the usefulness of the data to meet the GIS Business Objectives.This assessment should not only address the completeness and accuracy of the data, but also the usefulness of the data to meet the GIS Business Objectives. In addition, data preparation procedures should be identified to complete the GIS Database Readiness.In addition, data preparation procedures should be identified to complete the GIS Database Readiness.

23 Identify Geographic Data and other data to be used Use Case Scenarios in Step 1 will help identify what data is neededUse Case Scenarios in Step 1 will help identify what data is needed The Identified Data Requirements in Step 3 will help determine how the data needs to be structuredThe Identified Data Requirements in Step 3 will help determine how the data needs to be structured Inventory the spatial data sets necessary to meet the GIS Business ObjectivesInventory the spatial data sets necessary to meet the GIS Business Objectives Inventory the non-spatial data sets necessary to meet the GIS Business ObjectivesInventory the non-spatial data sets necessary to meet the GIS Business Objectives Identify metadata to be used in the assessmentIdentify metadata to be used in the assessment Identify pilot area if necessaryIdentify pilot area if necessary

24 Assess the geographic data sets to meet the GIS data requirements Quantitative AssessmentQuantitative Assessment - Completeness of Geographic area - Completeness of Attribute data Qualitative AssessmentQualitative Assessment - Geographic Resolution - Locational Accuracy - Compatible Format - Overall Usefulness Gap AnalysisGap Analysis - Identify what geographic data is missing - Identify what attribute data is missing Identify format or structural changesIdentify format or structural changes

25 Prepare the Conceptual Database Design to support the data requirements Document the Conceptual and Physical Database Design in a diagramDocument the Conceptual and Physical Database Design in a diagram Conduct a Conceptual Database Design Review with application, data and system infrastructure team membersConduct a Conceptual Database Design Review with application, data and system infrastructure team members Verify the Database Design will meet the GIS Business ObjectivesVerify the Database Design will meet the GIS Business Objectives

26 Identify Data Preparation Procedures Determine if a data migration is necessaryDetermine if a data migration is necessary Determine if data clean-up is necessaryDetermine if data clean-up is necessary Determine how to complete any missing dataDetermine how to complete any missing data Develop data maintenance proceduresDevelop data maintenance procedures Versioning/Long-transaction policies and techniquesVersioning/Long-transaction policies and techniques Data replication and synchronization implicationsData replication and synchronization implications

27 Develop a Prototype Database to meet the GIS Business Objectives Populate the database design with the identified geographic data sets in a prototype databasePopulate the database design with the identified geographic data sets in a prototype database Test the prototype database in R&D environmentTest the prototype database in R&D environment Verify the prototype database meets the GIS Business Objectives Verify the prototype database meets the GIS Business Objectives Incorporate any necessary changesIncorporate any necessary changes

28 Expected Outcome for Step 3 DocumentDocument –Database Assessment –Data Model

29 Step 4. Determine Organization readiness Organizational Readiness is the sufficient preparation of the organization to implement the GIS.Organizational Readiness is the sufficient preparation of the organization to implement the GIS. This can mean changing current work processes that occur in isolation of each other, re-defining roles and responsibilities, skills assessment for technical staff and developing a training plan.This can mean changing current work processes that occur in isolation of each other, re-defining roles and responsibilities, skills assessment for technical staff and developing a training plan.

30 Breakdown Prepare organization support structurePrepare organization support structure Assess user skill levels and identify Training needsAssess user skill levels and identify Training needs Develop training plan to support the Enterprise GIS implementationDevelop training plan to support the Enterprise GIS implementation Identify internal support proceduresIdentify internal support procedures Develop data and application release proceduresDevelop data and application release procedures Produce Development Decision CriteriaProduce Development Decision Criteria

31 Prepare organization support structure Leadership Role Leadership Role - Provide Vision for the Implementation - Provide Direction for the Implementation Project Management RoleProject Management Role - Responsible for specific projects within the Implementation Plan Technical Analyst RoleTechnical Analyst Role - Responsible for specific tasks within each project GIS Advisor RolesGIS Advisor Roles - Long-term Management Advisor - Project Implementation advisor - Technology advisor

32 Assess user skill levels and identify Training needs Determine technical skill requirements for each categoryDetermine technical skill requirements for each category Determine technical staff proficiency in each categoryDetermine technical staff proficiency in each category Identify knowledge gapsIdentify knowledge gaps

33 Develop training plan to support the Enterprise GIS implementation Determine who has received training in each categoryDetermine who has received training in each category Determine if training on current versions of technology is necessaryDetermine if training on current versions of technology is necessary Identify curriculum paths for each categoryIdentify curriculum paths for each category - Instructor training - Virtual training - Technical Workshops - Knowledge transfer methods Develop training schedule for each categoryDevelop training schedule for each category

34 Identify internal support procedures Data Maintenance ProceduresData Maintenance Procedures Database support proceduresDatabase support procedures Web support proceduresWeb support procedures Application and Database Development proceduresApplication and Database Development procedures Designated individual for the purchase of hardware and softwareDesignated individual for the purchase of hardware and software

35 Develop data and application release procedures Proof-of-ConceptProof-of-Concept Prototype DevelopmentPrototype Development Pilot projectPilot project Production schedulesProduction schedules Application Version ControlApplication Version Control

36 Produce Development Decision Criteria When to use Commercial Off The Shelf (COTS) technologyWhen to use Commercial Off The Shelf (COTS) technology –Less expensive, less risky, delivered sooner When to develop custom-built applicationsWhen to develop custom-built applications –COTS won’t meet Business Objectives When to deliver web-based solutionsWhen to deliver web-based solutions –Many users, large view-only database, basic functionality When to deliver desktop-based solutionsWhen to deliver desktop-based solutions –Fewer users, data maintenance, more functionality

37 Expected Outcome for Step 4 GIS Support ProceduresGIS Support Procedures Training PlanTraining Plan

38 Step 5. Develop GIS Implementation Plan The next step in preparing for implementation is to synthesize the information from the previous planning steps into a plan that can be implemented.The next step in preparing for implementation is to synthesize the information from the previous planning steps into a plan that can be implemented. This plan should provide management staff with the information necessary to make appropriate decisions during the deployment stage of the implementation.This plan should provide management staff with the information necessary to make appropriate decisions during the deployment stage of the implementation.

39 Document the results of each of the tasks previously identified in this implementation guide GIS Business Needs DocumentGIS Business Needs Document Technology Readiness Assessment DocumentTechnology Readiness Assessment Document Functional Requirement DocumentFunctional Requirement Document System Design DocumentSystem Design Document Database Assessment DocumentDatabase Assessment Document GIS Support ProceduresGIS Support Procedures GIS Training PlanGIS Training Plan

40 Prioritize resulting implementation tasks Abbreviate tasks if appropriateAbbreviate tasks if appropriate Eliminate or add to tasks to fit your organizational needsEliminate or add to tasks to fit your organizational needs For Example –Needs assessment is complete, accurate and up to date –Hardware review recently completed

41 Identify any potential conflicts in the implementation tasks Examples No organizational structure before GIS Business Objectives are definedNo organizational structure before GIS Business Objectives are defined Installation scheduled before staff trainingInstallation scheduled before staff training Not sure how many licenses are required to support testing and production environmentsNot sure how many licenses are required to support testing and production environments

42 Identify critical path elements HW/SW needs to be in place soon after training is completed.HW/SW needs to be in place soon after training is completed. Organizational support structure needs to be in place before application or data is released in productionOrganizational support structure needs to be in place before application or data is released in production

43 Identify resource constraints Hiring freeze will not allow me to provide DBA supportHiring freeze will not allow me to provide DBA support Current Data Server is not adequate for our GIS Business ObjectivesCurrent Data Server is not adequate for our GIS Business Objectives Existing support staff is not adequately trainedExisting support staff is not adequately trained

44 Create a Work Breakdown Structure Schedule TasksSchedule Tasks Set MilestonesSet Milestones Assign responsibilitiesAssign responsibilities Document DependenciesDocument Dependencies Establish budgetEstablish budget

45 Expected Outcome for Step 5 Enterprise GIS Implementation Plan Enterprise GIS Implementation Plan

46 Step 6. Validate that the Implementation Plan can meet the GIS Business Objectives in R&D Lab All of the implementation planning previously completed needs to be validated in a Development or Test system environment.All of the implementation planning previously completed needs to be validated in a Development or Test system environment. Validation can be focused on data, technology, organizational procedures, or the entire system design.Validation can be focused on data, technology, organizational procedures, or the entire system design.

47 Prepare test criteria based on defined GIS Business Objectives Example Customer numbers shall be updated every 24 hoursCustomer numbers shall be updated every 24 hours Remote field personnel can access data live and is never more than 24 hours out of dateRemote field personnel can access data live and is never more than 24 hours out of date All addresses will meet US Postal Service standards and will be maintained by one department and accessible to all departmentsAll addresses will meet US Postal Service standards and will be maintained by one department and accessible to all departments

48 Prepare testing procedures Identify staff requiredIdentify staff required Identify technical resources requiredIdentify technical resources required Develop functional test matrixDevelop functional test matrix

49 Document test results System environment and testing configurationSystem environment and testing configuration Pre and post conditionsPre and post conditions Performance metricsPerformance metrics Unexpected anomaliesUnexpected anomalies

50 Step 7. Review results and incorporate changes to the implementation plan Were the Business Objectives met?Were the Business Objectives met? Were the data preparations adequate?Were the data preparations adequate? Is the system infrastructure adequate?Is the system infrastructure adequate? Is the organizational structure and procedures sufficient? Are there any remaining technology issues?Is the organizational structure and procedures sufficient? Are there any remaining technology issues?

51 Expected Outcome for Step 7 Updated GIS Implementation PlanUpdated GIS Implementation Plan

52 Best Practices for Technology and Infrastructure 1.Match software solution with type of user and business needs 2.Leverage COTS (Commercial Off The Shelf) technology to minimize the complexity of the IT environment 3.Periodically review hardware and network environment 4.Minimize the complexity of the IT environment 5.Establish separate environments

53 Best Practices for Data 1.Utilize most suitable spatial database management technology that supports business needs 2.Consolidate geographic data published for use by multiple agencies into a common data format. 3.Separate editing database from publishing database 4.Establish data standards 4.Establish data standards 5.Establish data update procedures 6.Establish a database design 7.Establish data backup and recovery procedures 8.Assess data prior to publishing it

54 Best Practices for Organization 1.Periodically review GIS business needs and existing procedures 2.Develop technology/IT infrastructure policies 3.Define data stewardship responsibilities 4.Establish organizational structure 5.Establish technical support procedures 6.Identify staff in each user role 7.Establish systematic processes for development and deployment 8. Develop long term GIS implementation plan

55 Best Practices for Implementation Planning - Wrap-Up 1.Identify GIS Business Objectives and Business Processes 2.Determine the Technology and System Infrastructure Readiness to meet the GIS Business Objectives 2.Determine the Technology and System Infrastructure Readiness to meet the GIS Business Objectives 3.Determine GIS Database Readiness to meet the GIS Business Objectives 4.Determine Organization readiness to meet the GIS Business Objectives 5.Develop Enterprise GIS Implementation Plan to meet the GIS Business Objectives 6.Validate the Implementation Plan can meet the GIS Business Objectives in R&D Lab 7.Review results and incorporate changes to the implementation plan

56 Keys to success Understanding the business needs of the requestUnderstanding the business needs of the request –Understand the workflow, challenges, and expected outcomes that help solve the problem The technology or “how” you do that comes secondThe technology or “how” you do that comes second The technology is applied to the business problemThe technology is applied to the business problem “I need a Map or a GIS tool that…”“I need a Map or a GIS tool that…” –Requirements are a result of learning more about the business need and workflow to achieve the desired results –Over emphasis on requirements may lock you into a system with limitations for future growth and expansion How ready are you to meet the business needs?How ready are you to meet the business needs? –Technology –Data –Organizational

57 Thank You! Questions?


Download ppt "Best Practices in GIS Implementation Mark Robbins, ESRI."

Similar presentations


Ads by Google