1. Esri UC2013. Technical Workshop. Technical Workshop 2013 Esri International User Conference July 8–12, 2013 | San Diego, California ArcGIS Online Steps for Success A Best Practices Approach for Your Organization Bern Szukalski Jeff Archer

2. Esri UC2013. Technical Workshop. Public Accounts No chargeNo charge Personal use (or qualifying organizations)Personal use (or qualifying organizations) Basic features and capabilitiesBasic features and capabilities Organizational Account Via subscription / ELAVia subscription / ELA Business / professional useBusiness / professional use Full capabilities (publishing, access premium services)Full capabilities (publishing, access premium services) Management framework and toolsManagement framework and tools ArcGIS Online Accounts AGOL Steps for Success

3. Esri UC2013. Technical Workshop. Cultivate and support your advocates Establish The Vision and Governance AGOL Steps for Success 1 1

4. Esri UC2013. Technical Workshop. ESTABLISH THE VISION AND GOVERNANCE 1 1 Cultivate and support your advocates

5. Esri UC2013. Technical Workshop. Vision & Governance What is the mission and vision? What problems will it solve? What are the deliverables? Who is the audience? Establish a curator, or group of curators Form a governance committee AGOL Steps for Success

6. Esri UC2013. Technical Workshop. Things to consider Prototype and test before rolling out Experiment, then implement success Establish essential procedures and guidelines Be flexible, adapt, and evolve Communicate early, often, and well AGOL Steps for Success

7. Esri UC2013. Technical Workshop. Establish your presence and your brand Configure Your Portal AGOL Steps for Success 2 2

8. Esri UC2013. Technical Workshop. CONFIGURE YOUR PORTAL 2 2 Establish your presence and your brand

9. Esri UC2013. Technical Workshop. Your Home Destination Public / Esri Home arcgis.com/home Your Organization <org>.maps.arcgis.com Not necessarily a public destination! AGOL Steps for Success

10. Esri UC2013. Technical Workshop. Configuration & Settings URL and logo Home page (banner and background) Featured content (gallery ribbon) Gallery Map Security Settings

11. Esri UC2013. Technical Workshop. Logo and Portal Look and Feel AGOL Steps for Success

12. Esri UC2013. Technical Workshop. Groups are organization building blocks Consider Consistent visual queues Consistent naming convention Well-documented Color coded AGOL Steps for Success

13. Esri UC2013. Technical Workshop. Basemap and App Galleries Custom basemap and basemap gallery Custom app templates AGOL Steps for Success

14. Esri UC2013. Technical Workshop. Organization Branding Establish visual queues for your authoritative shared content AGOL Steps for Success

15. Esri UC2013. Technical Workshop. Organization Persona Establish organization persona for authoritative shared content AGOL Steps for Success

16. Esri UC2013. Technical Workshop. DEMONSTRATION & DISCUSSION

17. Esri UC2013. Technical Workshop. Tailor your organization to… your organization Map Your Organization Using Groups AGOL Steps for Success 3 3

18. Esri UC2013. Technical Workshop. MAP YOUR ORGANIZATION USING GROUPS 3 3 Tailor your organization to… your organization Mimic your organization structure and activities

19. Esri UC2013. Technical Workshop. Organization or Project Chart AGOL Steps for Success

20. Esri UC2013. Technical Workshop. DEMONSTRATION & DISCUSSION

21. Esri UC2013. Technical Workshop. Create maps that interest and engage. Listen to your GeoRealtor: Content, content, content… Provision and Organize Useful Content AGOL Steps for Success 4 4

22. Esri UC2013. Technical Workshop. PROVISION & ORGANIZE USEFUL CONTENT 4 4 Listen to your GeoRealtor: Content, content, content… Create maps that interest and engage

23. Esri UC2013. Technical Workshop. ArcGIS Services Great documentation starts at the source Services Directory AGOL Steps for Success

24. Esri UC2013. Technical Workshop. Maps vs. Layers AGOL Steps for Success

25. Esri UC2013. Technical Workshop. Document AGOL Steps for Success

26. Esri UC2013. Technical Workshop. Thumbnails Organization Branding Geographic Graphic Content AGOL Steps for Success

27. Esri UC2013. Technical Workshop. Organize for use AGOL Steps for Success

28. Esri UC2013. Technical Workshop. DEMONSTRATION & DISCUSSION

29. Esri UC2013. Technical Workshop. Useful information supports your organization, and establishes value, support, and adoption Create Useful Information Products AGOL Steps for Success 5 5

30. Esri UC2013. Technical Workshop. CREATE USEFUL INFORMATION PRODUCTS 5 5 Useful information supports your organization, and establishes value, support, and adoption

31. Esri UC2013. Technical Workshop. ArcGIS Online Configurable Web Apps Easy to configure No programming Hosted Source download AGOL Steps for Success

32. Esri UC2013. Technical Workshop. Apps for ArcGIS AGOL Steps for Success

33. Esri UC2013. Technical Workshop. DEMONSTRATION & DISCUSSION

34. Esri UC2013. Technical Workshop. Rollout your organization, and teach users your best practices Invite Users AGOL Steps for Success 6 6

35. Esri UC2013. Technical Workshop. INVITE USERS 6 6 Rollout your organization, and teach users your best practices

36. Esri UC2013. Technical Workshop. Invite organizational members Invite users via pre-established logins (recommended) or by using existing account Enterprise logins (beta) AGOL Steps for Success

37. Esri UC2013. Technical Workshop. Roles Member name Role / Privileges Manage items AGOL Steps for Success

38. Esri UC2013. Technical Workshop. Roles in the Organization UserPublisherAdministrator Add items Create web maps Share content Participate in groups Customize Site Publish hosted services Manage the organization & other users AGOL Steps for Success

39. Esri UC2013. Technical Workshop. DEMONSTRATION & DISCUSSION

40. Esri UC2013. Technical Workshop. Your value is contingent upon how you integrate with existing systems, processes, workflows Connect With Enterprise Systems AGOL Steps for Success 7 7

41. Esri UC2013. Technical Workshop. CONNECT WITH ENTERPRISE SYSTEMS 7 7 Your value is contingent upon how you integrate with existing systems, processes, workflows

42. Esri UC2013. Technical Workshop. Esri Maps for Office Mapping, discovery, enrichment, participation Support Office workflows and users

43. Esri UC2013. Technical Workshop. Extend your reach through apps AGOL Steps for Success

44. Esri UC2013. Technical Workshop. Evangelize and promote your value using real examples and real value propositions Promote Your Organization AGOL Steps for Success 8 8

45. Esri UC2013. Technical Workshop. PROMOTE YOUR ORGANIZATION 8 8 Evangelize and promote your value using real examples and real value propositions

46. Esri UC2013. Technical Workshop. QUESTIONS AND WRAP-UP

47. Esri UC2013. Technical Workshop. 2013 Esri International User Conference July 8–12, 2013 | San Diego, California Thanks!! Bern Szukalksi @bszukalski Jeff Archer @vee_dubb

48. Esri UC2013. Technical Workshop.AGOL Steps for Success

49. Esri UC2013. Technical Workshop. AGOL Steps for Success

50. Esri UC2013. Technical Workshop. AGOL Steps for Success

51. Esri UC2013. Technical Workshop.AGOL Steps for Success