Bringing Order to Chaos: How a Federated Approach to Information Management Can Increase Productivity and Reduce Cost Oscar Custers, Director Geospatial

Agenda Open Session! Introduction Who is who? Goal Questions… Federated Data Management Future

Goal...provide your organization with a competitive edge whenever there is a decision to be made by managing all your content; allowing you to create, manage, and publish the content to achieve your business goals; and, most importantly, to bring control and consistency to business processes by individuals, across project teams and departments…

Questions for YOU… What is your type of business? What type of organization? How many persons are with your organization? What data types are in use? How have the work processes been defined? What is the location of the data? What are your applications?

Business Process Analysis… ….starts with a whiteboard

Could you tell… Where is the latest version of the new scheme design? Show me all drawings for Phase 2 Show me all drawings for a specific location When did we receive the drawings from the lead design team? Where are they?

Could you tell… Aren’t these CAD/GIS files supposed to have references? Where are they? Can I lay my hands on the right version of a file for one of our assets? How do I see previous versions? HOW much time does searching for the right information take??

Business Drivers

Concerns From our perspective, the issues are: Cost versus Value (ROI) Liability Risk Managing (potential) change in work practices Implementation, integration, maintenance, resources….

Return on Investment WHY DO AN ROI MODEL? Justify the cost of purchasing software and services by identifying potential savings and efficiency gains. It can help sell the idea to a higher level of management if required. It can help sell the idea internally where there is resistance to change. It can help justify increases of the project budget if necessary

Return on Investment Return on Investment (ROI) is the financial appraisal of an investment. It tells a potential investor what returns can be expected as a result of the investment and evaluates these returns in generally accepted measures such as Net Present Value (NPV). The Bentley ProjectWise ROI calculator has been designed to give a high level assessment of potential investment returns using broad benefit metrics in conjunction with a straightforward methodology..

Liability Risk Particularly important with regulated industries What are your liabilities?: Audit Trail Document Distribution Find a supporting document for a legal or emergency case easily Pentagon

Technical Driver

Lifecycle Workflow Integration Infrastructure assets are particularly difficult to manage Because of long lifecycles ( years). The assets are constantly being worked and re-worked with increasingly smaller budgets. Disaster Management and Terrorism Prevention have put increased requirements on infrastructure asset management. The most detailed information on the asset lives in the Design Documentation that was used to build it. Design Documentation is still overwhelmingly “document” based - Maps, Models, Drawings, Specifications, Schedules - and often dispersed.

Federated Data Management Geospatial Managed Environment Interoperability Scalable architecture Four pillars

One holistic lifecycle for Integrated Data Management Controll over workprocesses Management and spatial indexing of (geo–) file formats Storage of data in (enterprise) data stores Bid & Build Documents As Built Documents Intelligent Design Models / Documents Detailed Asset Models / Documents Database Federated Data Management

Continuous thread through entire work process

Supporting the entire Lifecycle Editing Data Technically advanced, high precision ´engineering´ solution for all departments in 2D and 3D (create, modify, analyse, plot, mobile management) Management of Data & Applications Application & data management to support the cooperation between departments (manage, archive, exchange, integrate, datastores, workflow management) Publishing/Use of Data Share (internal) and distribute (extern) of information by map plotserver– and webtechnology Bid & Build Documents As Built Documents Intelligent Design Models / Documents Detailed Asset Models / Documents Database Federated Data Management

An extension that adds spatial context to a managed environment … Spatial indexing Projection management Query and locate Spatial display Geospatial Management

Spatially Indexed Documents Spatial Navigation Background Map Geospatial Management

Spatially Indexed Documents

In general Support of (open) standards and technology PDF integration in 2D, 3D and animations At several levels Between various (technical) disciplines Within the entire organisation Integration with enterprise systems as SAP, ESRI ArcSDE, Oracle 9i and 10 g Between organizations Exchange between open and closed formats (DGN XFM, DWG, MXD, GML) Access to ‘Open’ Geospatial content by web-services (WMS, SOAP) and i.e. Google Earth (KML) Interoperability

Solutions from ‘small to large’ Windows client (desktop) Technically advanced, high precision design and GIS solutions (2D and 3D) for use at desktop and tablet Pc's Client/server (file based) ´Geospatial´ data and workflow management at the server Database centric (two tier) Direct integration with data stores Multi-tier Integration with enterprise systems, data stores, plotservices, and web publishing applications Scalable architecture

Federated Data Management Geospatial Managed Environment Interoperability Scalable architecture Four pillars

Information Management System – specialized to handle technical content & workflows Features: Distribution of documents over LAN/WAN/Intranet/Internet Security & User Access controls Reference files, Title Block updates, Redline, Batch Plot Search, Versioning,, Workflow, Audit Trail reports Messaging agents Indexing & searching of components within documents Full Text Retrievals, Thumbnails & File Properties extractions Bentley Geospatial Server….

Architecture File server

Integration Supported Associations: MicroStation MicroStation based applications AutoCAD 2005, 2004, 2002, 2000 ArcMap (ESRI) Microsoft Office 2003, XP, 2000, 97 DGN/XFM Folders Almost any type of document…

Change Management Audit Trails Keep tracks of changes made to documents Include user comments Reports: single document, folder, all documents Filter by users, actvity and dates

Workflow Management Easy to configure Easy to pass to different state Messaging capability on state changes Use in research criteria

Search Documents content Graphical preview Text indexing Content indexing Outside documents Folder attributes Document attributes Geospatial information

Import Import and scanning tools, for batch creation and extraction of spatial locations

Geospatial Management Geospatial Management … Adds spatial metadata to documents Query/view document location on background map Automated projection management Import tools to rapidly prepare legacy documents ArcMAP Integration

Geospatial Management A ProjectWise extension that adds spatial context to a managed environment … Spatial indexing Projection management Query and locate Spatial display

Geospatial Server XM edition Planned for XM Spatial Features/Components Points and lines for Spatial Locations Attribute driven Geo Referencing On the fly Geo Reference Scan (batch geo referencing based on attribute value) Updated geospatial views Update on Coordinate systems integration

Geo-Coding by Attributes Use case: Documents with no real spatial information (like text, pdf,…..) Feature: Leverage existing spatial meta data Can be run either in dynamic mode or in batch mode

Geo-Coding by Attributes

Updated geospatial views Views for Current folder Sub folders Documents Components 3 symbology types Points Lines Polygon

Indexing features, properties

Indexing features, navigation

Indexing features, Indexing

Questions?