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Esri Best Practices: Implementing ArcGIS Hub Nick Giordano Eric Apple

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Page 1: Esri Best Practices: Implementing ArcGIS Hub...Esri Best Practices: Implementing ArcGIS Hub ... • Get GIS professionals on board with the process and the big picture strategy, not

Esri Best Practices:

Implementing ArcGIS HubNick Giordano

Eric Apple

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Agenda at a GlanceEsri Best Practices: Implementing ArcGIS Hub

• Leadership & Governance

• Strategy & Workflows

• Technology & Data• Culture & Training• Engagement

• The Esri Method

• Hub Best Practices• Hub Implementation – People, Process and Tech• Best Practices:

• Why the Hub?

• ArcGIS Hub Overview

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Why the Hub?Esri Best Practices: Implementing ArcGIS Hub

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Governments have Aspirations

A s p i r a t i o n s

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Aspirations are Achieved Using Initiatives

A s p i r a t i o n s

Improve Earthquake

Preparedness

Encourage

Startups

Use Less

Energy

Improve Emergency

Response Times

Create

More Jobs

Make Parking

EasierImprove Water

Conservation

Increase Recreation

Opportunities

Reduce

HomelessnessCreate More

Affordable Housing

Reduce Traffic

Congestion

Implement Performance

Management

I n i t i a t i v e s

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Government

Leverage the Broader Community

GOVERNMENT LEADERS

RESIDENTS

UNIVERSITIES

START-UPS

NGOs

COMMUNITY LEADERS

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GOVERNMENT LEADERS

RESIDENTS

UNIVERSITIES

START-UPS

NGOs

COMMUNITY LEADERS

Be Informed

Be On Board

Participate

Contribute Data

Contribute Ideas

Align Efforts

Align Resources

To achieve those goals, Government needs the Community to…

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Technology

People Process

People, Process, TechnologyEsri Best Practices: Implementing ArcGIS Hub

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People Process

People, Process, TechnologyEsri Best Practices: Implementing ArcGIS Hub

Technology

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Community

PortalsApps

Story Maps

Identities

Surveys

Content

Performance

Dashboards

Policy InitiativesInitiative Framework

ArcGIS Hub | Is Transforming Community Engagement and Collaboration

• Government Leaders

• Community Leaders

• Universities

• NGOs

• Citizens

Stakeholders

Enabling Civic Participation

Open Data

Urban Planning

Demographic Reporting

Initiatives

Performance

Reporting

Open Data

Organizing and Leveraging Stakeholder Interactions

Community

Portal

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Community

Status Reporting

Surveys

Communication

Storytelling

Crowdsourcing

Events

ArcGIS Hub| Organizing and Leveraging Community Partners

Partnering builds stronger initiatives

Partners

Initiative Teams

City

Combined Data,

Maps & Apps

Initiatives

Increase

Volunteerism

Census 2020

Count

Mitigate

Flooding

Improve

Commutes

Reduce

Accidents

Decrease Traffic

Congestion

• NGOs, CBOs

• Other Governments

• Business Leaders

• Researchers

• NGOs, CBOs

• Trained Volunteers

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People Process

• What the Hub?:

The Hub Process

• Esri Best Practices: Implementing ArcGIS

Hub

Technology

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Hub ThemesImplementing ArcGIS Hub

Leadership & Governance

Strategy & Workflows

Technology & Data

Culture & Training Engagement

Executive Leadership Strategic Alignment GIS Infrastructure Thinking Spatially Citizen & Press Engagement

Management Team Location Value Assessment Data Culture of Innovation

Tech Sector & Business Community

Collaboration

Internal Champions Initiatives Initiative Applications Enterprise Collaboration NGO Collaboration

GIS Professionals Performance Tracking Destination Website Training and Education

Academia Partnerships

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Leadership & Governance

Strategy & Workflows

Technology & Data

Training & Culture Engagement

Executive Leadership Strategic Alignment GIS Infrastructure Thinking Spatially Citizen & Press Engagement

Management Team Location Value Assessment Data Culture of Innovation

Tech Sector & Business Community

Collaboration

Internal Champions Initiatives Initiative Applications Enterprise Collaboration NGO Collaboration

GIS Professionals Performance Tracking Destination Website Training and Education

Academia Partnerships

Leadership & Governance

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Executive LeadershipLeadership & Governance

• Who is your executive sponsor or change agent?

• How knowledgeable is senior management of GIS capabilities? How do you think they see it’s current value?

• Who owns and is leading the hub initiative?

Executive sponsorship is key

• Elected officials work at a different cadence than city employees

• Focus on quick wins and the top priority initiatives to match that cadence

Focus on quick wins

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The Hub TeamLeadership & Governance

Map out the Team

Organizational Stakeholders

Executive Sponsors

Internal Champions

PR/Communications Rep

Design & Branding Rep

Key Community Partners

Hub Sponsor/Owner

Esri Account Team & ArcGIS Hub Team

Core Hub Team

Hub Project Manager

Technical Lead

Initiatives Lead

Data Lead

Training Coordinator

Hub Sponsor/Owner

TechnicalHub Team

Technical Lead

Database Administrator

GIS Manager

IT Dept. Resource

Data Scientists

Data Lead

Initiative Teams

Initiatives Lead

Subject Matter Experts

Initiative Manager

Content Contributors

Community Partners

Initiative Coordinator

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Internal ChampionsLeadership & Governance

Champion Checklist

People that are excited about the Hub and can get others excited about it, too

Passionate about their Initiatives and the organizational direction

Wants to take action to make change

Familiar with or willing to learn GIS & data science concepts and technology

Optimistic, tenacious, has the grit to see it through

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GIS ProfessionalsLeadership & Governance

• “Not doing everything” mindset should be in place for GIS professionals

• This will be a large effort: it will require educating and new GIS users and enabling current users to do more on their own

Enable the Organization, don’t be a Gatekeeper

Give GIS Professionals a seat at the planning table

• Get GIS professionals on board with the process and the big picture strategy, not just the infrastructure and project-based mentality

• Make sure GIS professionals have a seat at the table for initiatives and are kept in the loop

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GIS GovernanceLeadership & Governance

Governance for GIS Thurs, 1:00–2:00 pmMatt Lewin, Esri Canada SDCC –Ballroom 20 A

Upcoming Session:

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Strategy & WorkflowsHub Themes

Leadership & Governance

Strategy & Workflows

Technology & Data

Culture & Training Engagement

Executive Leadership Strategic Alignment GIS Infrastructure Thinking Spatially Citizen & Press Engagement

Management Team Location Value Assessment Data Culture of Innovation

Tech Sector & Business Community

Collaboration

Internal Champions Initiatives Initiative Applications Enterprise Collaboration NGO Collaboration

GIS Professionals Performance Tracking Destination Website Training and Education

Academia Partnerships

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Strategic AlignmentStrategy & Workflows

Top 3 Local Problems2018 American Mayor’s Survey

Bloomberg American Cities Initiative

Low

Val

ueH

igh

Valu

e

Low RiskHigh Risk

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Location Value AssessmentStrategy & Workflows

GIS Patterns of Use

• Workflows & Procedures

• Value to Organization/Community

• Priority Level

• Target Audience

• Business Areas Involved

• Key Indicators/Metrics

• Information product ideas

• App/Map Needs

• Data Needs & Sources

• Content to Generate

Initiative Characteristics

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InitiativesStrategy & Workflows

Content• Main Site• Template• Configurable Apps• Maps• Story maps• Solution apps• Open Data• Private Data

Dashboards

Team• Staff• Community • NGOs• Universities

Engagement• Events• Discussions &

Comments• Crowdsourcing• Surveys

Initiative Components

Initiative Qualification & Selection

Initiative Planning

Initiative Creation

Initiative Approval & Launch

Post-Launch Processes

Initiative Framework

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InitiativesStrategy & Workflows

Initiative Qualification & Selection

Initiative Planning

Initiative Creation

Initiative Approval & Launch

Post-Launch Processes

Initiative Framework

• Set Standards on what Initiative ideas need to move forward

• Add initiatives to a backlog if they aren’t selected right now

• Define Initiative Team members• Set expectations, communication

preferences and meeting cadence

• Inventory existing material and data• Host kick-off meetings

• Content Creation (images, videos, text)• Migrate/Add initiative data

• Create applications• Wireframe a Draft Hub initiative page

• Stakeholder approval milestone• Final site/app review and tweaks

• Launch PR campaign or social media posts

• Post-Launch process review: improve this framework for next time!

• Change management: how will you handle change requests? Large additions?

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Performance TrackingStrategy & Workflows

• Set up early on – even before you implement Hub

• Qualitative and Quantitative Metrics for Hub platform success

Metrics for the Hub itself

Metrics for the Initiatives

• What are the goals (metrics) of the initiatives? (e.g. reduce pedestrian deaths by X percent)

• These will show you are working to make progress and have the numbers to back it up

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Technology & DataHub Themes

Leadership & Governance

Strategy & Workflows

Technology & Data

Culture & Training Engagement

Executive Leadership Strategic Alignment GIS Infrastructure Thinking Spatially Citizen & Press Engagement

Management Team Location Value Assessment Data Culture of Innovation

Tech Sector & Business Community

Collaboration

Internal Champions Initiatives Initiative Applications Enterprise Collaboration NGO Collaboration

GIS Professionals Performance Tracking Destination Website Training and Education

Academia Partnerships

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GIS InfrastructureTechnology & Data

• What other systems are connected? (e.g. a BPs 311 system, CAMA, etc.)

Understand your current GIS infrastructure

• Big trend after first round of initiatives – focus on getting more departments on board

Modernize and centralize when possible

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DataTechnology & Data

• Knowing what resources you have available and standardizing the format is a key to successful initiatives

Inventory and Curate

• Will be valuable resource for working with initiative teams

Location-enable priority systems of record

Maryland's GIS Data Catalog

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Initiative ApplicationsTechnology & Data

Modernize and incorporate existing apps into the Hub

Stay up to date with Esri’s latest applications and solutions

Loudoun County: Smart Planning Apps(Story Maps & WebAppBuilder Apps)

City of Zwolle SensHagen – Crowdsource Air Quality & Climate Data (Operations Dashboard)

South Bend, INVacant Lots Initiative

(Survey123)

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Destination WebsiteTechnology & Data

AppsAnalysis

Performance

Related InitiativesSubpages

Success Stories

Maps & Data Infographics

Surveys

Ways to Engage

Participating Agencies

BannerMission

• Identify existing style & branding elements

• Connect with organization’s branding/design experts and keep them in the loop

• Have standard site frameworks & materials for easier planning with initiative teams

Streamline Design Process

• Make sure people are accountable for updates of sections that need to stay up-to-date (events, news)

• Configure web analytics to monitor user interaction and behavior on the Hub pages

Monitor and Expand after Release

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Brampton, Canada

geoHUBDestination WebsiteTechnology & Data

Northwest Resiliency Park Initiative

Hoboken, NJ

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Culture & TrainingHub Themes

Leadership & Governance

Strategy & Workflows

Technology & Data

Culture & Training Engagement

Executive Leadership Strategic Alignment GIS Infrastructure Thinking Spatially Citizen & Press Engagement

Management Team Location Value Assessment Data Culture of Innovation

Tech Sector & Business Community

Collaboration

Internal Champions Initiatives Initiative Applications Enterprise Collaboration NGO Collaboration

GIS Professionals Performance Tracking Destination Website Training and Education

Academia Partnerships

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Thinking SpatiallyCulture & Training

Spatial Problem Solving Framework

1. Ask and Explore

2. Model & Compute

3. Examine & Interpret

4. Make Decisions

5. Share Results

• Videos, short workshops, or teaching about how GIS is more impactful than just another program like Word or Excel

• Lunch-and-learn activities can provide great forums for collaboration and sharing knowledge for GIS User groups

• Executive Workshops can communicate the benefits of GIS and help leaders understand the value it brings to the organization

Introduce GIS and Spatial Thinking to a Wider Audience

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Culture of InnovationCulture & Training

1.Leadership and organizational culture willing to commit & take risks

2.System-wide resources3.Governance Process4.Clearly articulated mandate and scope5.Inclusive & collaborative organization structure 6.Set processes and tools7.Metrics and rewards8.Skills and Talent

8 Elements of Innovation Management SystemsAndrew Corbett

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Enterprise CollaborationCulture & Training

Connect with all relevant parties and departments for your initiative

Start with the most enthusiastic and supportive departments –the collaboration will spread from there

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Training & EducationCulture & Training

Adoption Process

Awareness

Advocacy

Use

Training Plan Process

Alignment

Action

Analysis

Leverage a blend of self-paced & Instructor-led training options

Make sure to meet the short term training needs as well as accomplishing the long-term vision.

• Create short term training plans that support initial operating capabilities

• build out the long term Workforce Development Plan to meet the broader organizational goals

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EngagementHub Themes

Leadership & Governance

Strategy & Workflows

Training & Culture Engagement

Executive Leadership Strategic Alignment Thinking Spatially Community & Press Engagement

Management Team Location Value Assessment Culture of Innovation

Tech Sector & Business Community

Collaboration

Internal Champions Initiatives Enterprise Collaboration NGO Collaboration

GIS Professionals Performance Tracking Training and Education

Academia Partnerships

Technology & Data

GIS Infrastructure

Data

Initiative Applications

Destination Website

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Community and Press EngagementEngagement

Utilize community members as volunteers• Find places that citizens can help round out the data you need for initiatives

• Look at the community as a new department – aim to break down its silos

• Consider the roles that community members and groups can play in initiatives –are there any efforts you can team up on?

Integrate Hub into existing engagement patterns & digital strategy

• Understand which apps citizens are using to better integrate into those apps into the hub system and push data to them

• Know how to target your audience – where are they discussing local issues now? Where does the most misinformation occur?

Work with local press to understand the Hub system & city data

• Promote hub with media, work with journalists and investigative reporters to learn and use data and hub system

• Have a way to counter/defend against negative feedback, communicate value instead of defending cost

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Business and Tech CommunityEngagement

Promote economic development data & initiatives with local businesses

Connect with the local tech/start-up community

ArcGIS Hub Economic Development Initiative Template

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NGO & Non-Profit CollaborationEngagement

Empower Existing & Foster New Non-Profit Partners

• Conduct awareness seminars with NGOs on available openauthoritative data and tools.

• Embed technology enablement sessions with useful application training into existing collaborative programs across Govt. and NGOs.

• Author and share easy to use application templates to allow more NGOs to utilize GIS

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Academic PartnershipsEngagement

Partner with the local Academic Community• Link initiatives to real problems that students can help solve:

get initiatives on the syllabus

• Coordinate with university groups for days of service to work on initiative activities that may require a larger labor force

• Look for opportunities for city leaders to mentor future leaders

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Hub Blueprint ScorecardQualifying Hub Opportunities

Leadership & Governance

Strategy & Workflows Technology & Data Training & Culture Engagement

Executive Leadership

Strategic Alignment

GIS Infrastructure

Thinking Spatially

Citizen & Press

Engagement

Management Team

Location Value Assessment Data Culture of

Innovation

Tech Sector & Business

Community Collaboration

Internal Champions Initiatives Initiative

ApplicationsEnterprise

CollaborationNGO

Collaboration

GIS Professionals

Performance Tracking

Destination Website

Training and Education

Academia Partnerships

Total Total Total Total Total

Overall ScoreE S R I I N T E R N A L O N L Y | D O N O T D I S T R I B U T E | E S R I I N T E R N A L O N L Y

BACK TO QUALIFING HUBS

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The Esri Method

Roadmap

Business Processes

Information & Technology

Workforce Capabilities

Prioritized Initiatives

Location Strategy Initiative Cycle

Maximize Business Impact with GIS

Vision

Business Vision

Success Criteria

Initiative Definition

Operate3

Monitor

Measure

Support

2 Implement

Build

Deploy

Enable

1 Plan

Define

Design

Prepare

Review4

Outcomes

Utilization

Workforce

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Q&A Section

Esri User Conference 2018Best Practices: Implementing ArcGIS Hub

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ArcGIS Hub ScheduleEsri User Conference 2018

ArcGIS Hub: Getting Started with Open Data Thursday, July 12SDCC –Ballroom 31 A 1:00–2:00pm

Upcoming Hub Technical Workshop:

ArcGIS Hub/Open Data Expo Area

Wednesday, July 11 9:00 AM–6:00 PM Thursday, July 12 9:00 AM–1:30 PM

Ground Level Exhibit Hall B, SDCC

Visit the ArcGIS Hub/Open Data area to learn how to use a “hub” approach to take your open data further by connecting it directly to community priorities. See how to setup hub websites, initiatives, apps, and events and meet with our team to get your questions answered, and find out how to start building more informed, connected, and engaged communities today.

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