A COTS Approach to Implementing Forest Management Systems. Mark Williams, Esri Scot McQueen, GeoEngineers

Transcription

1 A COTS Approach to Implementing Forest Management Systems Mark Williams, Esri Scot McQueen, GeoEngineers

2 Topics 1. Introducing the COTS Approach 2. The Role of GIS in Forestry 3. GIS As Infrastructure 4. COTS Technology Elements for Enterprise GIS 5. A Process for a COTS Based Approach 6. Summary 7. Questions / Discussion

3 Introducing the COTS Approach

4 What is the COTS Approach? Maximizing commercial off the shelf software in a GIS system System meets business goals by leveraging COTS - Configures and extends COTS - Avoids developing software Immediate capability continually improving via COTS release cycles Users engaged early and often to iteratively improve system

5 Approaches to Building an Enterprise GIS A spectrum of system implementation patterns Custom System Built with custom code Component System Using stand alone COTS components with significant development COTS System Configured with minimal development

6 Comparing Approaches Custom COTS Components COTS system Custom built to meet business goals Emphasis on software development Design based on detailed functional requirements Considerable development time / effort Custom system, using some COTS elements Emphasis on componentbased software development Design based on detailed functional requirements Reduced development time / effort Orchestrates COTS to meet business goals Emphasis on workflows and configuration Design based on business goals and COTS capability Minimized development time / effort Static system Some capability evolves with COTS releases Evolving system with COTS releases COTS System follows standard system development lifecycles, but activities are different than traditional developmental systems

7 COTS VS Traditional Delivery Model Traditional Approach Planning REQ Design DEV Test Implement COTS Approach Users Exercise System Planning REQ Design DEV Test Implement Demos for Users Configuration Users Exercise System Accelerated Delivery

8 Configurable COTS Components GIS Professionals Non-GIS Users Field Users ArcGIS Workflow Manager ArcGIS Web APIs ArcGIS Mobile Workflows Application Integration Task Assistant Manager Flex Java Script Silver light ios Windows Android ESRI Production Mapping ArcGIS Server Workflow Manager QA\QC Rules Feature Templates Metadata Rules Map Templates Tasking Services Management Services Execution Services Mapping Services Production ArcGIS Desktop ArcGIS Server

9 A Different Way of Thinking Challenges common procurement models - Requirements focused on business goals vice detailed feature functions - Select COTS that best meets business goals and implement with the grain for best results - Schedule linked to COTS release cycles Asks users to consider new business processes - New workflows based on COTS strengths (usually better) - People resist change - Organizations resist change Avoid temptation to overly customize - Best intentions of many people often push systems towards customization

10 ArcGIS System Concept The backbone of a COTS based enterprise system Rich Client Web Browser Discover Create Manage Visualize Analyze Collaborate Cloud Services Enterprise Services Mobile Local ArcGIS with flexibility to support wide range of user roles

11 Enterprise GIS System ArcGIS 10 Power to configure how content is produced, shared, and used Map & Data Products Services (Maps, Analysis) Field Edits & Partner Input Authoritative Content Producers Basemaps & ArcGIS.com Configurable & shared workflows production tools business rules

12 The Role of GIS in Forestry

13 Resources Inventory Timber Change Detection Tree Heights Wetlands Alaska Kenya Germany Minnesota CO 2 Sequestration Biomass Stream Classification Vegetation Kansas California Ontario, Canada Indonesia

14 Tactical Planning Logistics / Scheduling Treatment Scheduling Resource Assessment Wildfire Assessment Bavaria, Germany Sao Paulo, Brazil Nevada, USA Oregon, USA Road Design Route Planning Wildfire Risk Salvage Analysis France Colorado, USA California, USA Bavaria, Germany

15 Field Operations Field Observations Timber Stack Logistics Fire Simulation Workforce Scheduling California, USA Oregon, USA USA Virginia, USA Restocking Planning Public Safety Timber Cruise Plans Stream Crossings Kenya Kinglake, Australia Florida, USA Ontario, Canada

16 Land Administration Property Valuation Legal Surveys Easements Tenure Management Kansas, USA Oregon, USA Washington, USA Latvia Property Management Land Use Property Research Priority Lands Maryland, USA Korea Brazil Quinault Indian Nation

17 Sustainable Forest Management Harvest Planning Visual Impact Studies Carbon Accounting Road Density Scotland, Great Britain Utah Australia Borneo, Indonesia Climate Change Strategic Planning Cash Flow Analysis Public Consultation North America Alaska, USA Scotland, Great Britain Scotland, Great Britain

18 GIS As Infrastructure

19 ArcGIS Supports Multiple Implementation Patterns... Reaching Everybody Enterprise Pervasive Desktop Server Federated Cloud / Web GIS Device Individuals Ad Hoc Projects Analysis/Modeling Mapping Workgroups Shared Database Fixed Applications Transactions Organizations Shared Services Integration Collaboration Desktop Mobile Web

20 Enabling the Forestry Enterprise

21 The Four GIS Business Functions

22 Examples of Required Business Solutions

23 Technology Approach

24 COTS Technology Elements for Enterprise GIS

25 A COTS approach for Enterprise GIS Production Management Web Services Web Services Data Maintenance Production Geodatabase Geodata Management Publication Geodatabase Dissemination

26 Geodatabase Design Emphasize end-user capabilities - Define detailed information products - Build to deliver Embrace federated compilation and maintenance - Be realistic, prioritize compilation capabilities - Leverage data content provided by the enterprise - Integrate content at the service level, not RDBMS Design for COTS usability - Leverage geodatabase concepts (FCs, subtypes, etc) - Balance tradeoffs for maintenance and dissemination

27 Geodata Management Geodatabase Versions Direct editing Basis for replication Connected Replicas Workgroups Two-way exchange Disconnected Replicas Ideal for outsourcing work XML-based transfer Two-way exchange Check Out Replicas File-based GDB In-house or Outsourced One-time exchange Production Geodatabase Read-Write Access Tuned for Editing Authoritative Content One-Way Replica Publication Geodatabase Read-Only Access Tuned for Services Approved Content

28 Data Maintenance Model new and existing processes - Integrate GIS and non-gis - Standardize and streamline - Continually evolve workflows Configure a common rule-base - Feature templates - Map templates - Quality Control rules

29 Data Maintenance GIS Professionals Non-GIS Users Field Users ArcGIS Workflow Manager ArcGIS Web APIs ArcGIS Mobile Workflows Application Integration Task Assistant Manager Flex Java Script Silver light ios Windows Android ESRI Production Mapping ArcGIS Server Workflow Manager QA\QC Rules Feature Templates Metadata Rules Map Templates Tasking Services Management Services Execution Services Mapping Services Production ArcGIS Desktop ArcGIS Server

30 Data Maintenance GIS Professionals Non-GIS Users Field Users ArcGIS Workflow Manager ArcGIS Web APIs ArcGIS Mobile Workflows Application Integration Task Assistant Manager Flex Java Script Silver light ios Windows Android ESRI Production Mapping ArcGIS Server Workflow Manager QA\QC Rules Feature Templates Metadata Rules Map Templates Tasking Services Management Services Execution Services Mapping Services Production ArcGIS Desktop ArcGIS Server

31 Content Dissemination Deliver diverse information products - Visualization - Analysis - Geodata Enable search & discovery - Standards-based (OGC) - ArcGIS.com Support internal and external users - Web services (connected) - Traditional media (disconnected)

32 Content Dissemination Many Users Connected Many Applications Disconnected Flex API ArcGIS Server Web APIs Silverlight API JavaScript API ArcGIS Server & GeoPortal Extension Search & Discovery OGC Services Geoprocessing Services Map Services Geodata Services Distributed Publication Node Publication

33 Production Management Provide transparency - Task and manage production - Provide status and reporting Utilize role-based functionality - Targeted user experience - Keep it simple Extend the reach of GIS workflows - Simple, web-based access - Enable non-gis users

34 Production Management Managers & Executives Web Applications Flex API ArcGIS Server Web APIs Silverlight API JavaScript API ArcGIS Server Workflow Manager ArcGIS Server Reporting Services Tasking Services Management Services Execution Services Mapping Services ArcGIS.com Production

35 A Complete System for Enterprise GIS Production Management Web Apps Tasking Management Visualize Many Users Execution Non-GIS Users Reporting Analyze Access Data GIS Users Field Users Data Maintenance Multiple Options Geodata Management Generate Products Search & Discover Dissemination (Connected/Disconnected) Many Apps

36 A Process for a COTS Based Approach

37 COTS Impacts to System Development Process Traditional Approach Planning REQ Design DEV Test Implement COTS Approach Users Exercise System Planning REQ Design DEV Test Implement Demos for Users Configuration Users Exercise System Accelerated Delivery

38 Enterprise GIS Planning and Implementation Enterprise GIS Framework Enterprise Planning Central Data Repository GIS Integration with Existing Systems Enterprise Geodatabase Design User/Enterprise Access to GIS (Web Portal) STRENGTHEN SUPPORT GROW SYSTEM Long Term Support Strategy Enterprise Planning, Development GIS Maintenance (Data, Applications) Budget &Funding Mechanisms Staffing, Roles & Responsibilities IT/Systems Integration

39 The COTS Approach - Planning Planning REQ Design DEV Test Implement Demos for Users Configuration Users Exercise System Accelerated Delivery

40 4 Planning Focus on business objectives and goals What are you trying to accomplish? - Improving productivity - Increasing revenue - Reducing cost - Supporting regulatory requirements All system requirements and technical decisions should consider business goals Remember you are trying to solve a business problem not engineer a new software module

41 4 Planning Plan project using multiple phases/iterations Plan for heavy user interaction and validation of capabilities Allows for integrating new COTS releases Provides an opportunity for intermittent training Phases or iterations should focus on completing a use case or scenario

42 4 COTS Based Phased Planning Phase 1: Out of Box Implement base COTS release Data Model first release Workflows - initial configuration Usage Patterns Identify User Roles Define Architecture - establish initial infrastructure Phase 2: Refine Implement incremental COTS Release Data Model modify based on input Workflows elaborate and create new Usage Patterns - refine Architecture - Integrate with other systems Phase 3: Finalize Implement Final COTS Deployment Release Data Model - finalize Workflows - finalize workflows Architecture plan for system implementation Training develop plan Continuous Learning & Improvement

43 The COTS Approach - Requirements Planning REQ Design DEV Test Implement Demos for Users Configuration Users Exercise System Accelerated Delivery

44 4 Requirements Focus on the what NOT the how Embrace the change do not modify COTS technology to support an inefficient process Keep it simple COTS Demos Users Traditional COTS

45 Business Workflows Real Estate Forestry & Ops Support ENR & Other Leases Finance Tax Legal Manual Collaboration GIS Identify Property Identify Property Map System Manual Collaboration Evaluate Property Profile Excel Pipeline and Summary Reports Manual Collaboration Current Owner? Acq rd From? Encumbered? Legl desc, Paper Tax Status? BIG Impact? Excel Lists Evaluate Asset Profile Timber NPV? Harvest Schd? Environment Concern? GIS, Excel Minerals Val? Active Lease? Hunt Club? Access Improve As Is Manual Collaboration Evaluate Disposition Options Transfer Ownership Excel Lists Tax Compliant? Excel Lists Excel? Manual Negotiate Deal Ledger Transactions Cost Accounting Draft Contract Earnest Money Terms Sheet Manual Collaboration Approve & Finalize Deal Excel Final Contract Estab. Escrow Record Deal Manage 1031 Ledger Trans. Financial Trans. Excel Templates Excel Reports Land Sales Summary Reports Update System Forestry Update System Minerals Update System Titles Update System Excel Lists Update System??

46 Business Workflows Used to define solutions Real Estate Forestry & Ops Support ENR & Other Leases Finance Tax Legal Integrated Database GIS Identify Property GIS Identify Property Integrated Database Evaluate Property Profile On-line Pipeline and Summary Reports Acq rd From? Encumbered???, Paper Tax Status? BIG Impact? On-line Lists On-line Checklists Evaluate Asset Profile Timber NPV? Harvest Schd? Environment Concern? GIS Minerals Val? Active Lease? Hunt Club? Minerals, Access Improve As Is Integrated Database Evaluate Disposition Options Transfer Ownership On-line Lists On-line Lists Manual Tax Compliant? Negotiate Deal Ledger Transactions Cost Accounting Lawson Financials Draft Contract Earnest Money Terms Sheet Approve & Finalize Deal Excel AFD On-line Notification Final Contract Estab. Escrow Record Deal Manage 1031 Ledger Trans. Financial Trans. On-line Templates On-line Reports Land Sales Summary Reports Update System GIS Update System Minerals? Update System Update System On-line Lists Update System

47 The COTS Approach - Design Planning REQ Design DEV Test Implement Demos for Users Configuration Users Exercise System Accelerated Delivery

48 4 Design Short focused interactive design sessions Heavy use of prototyping and lab environment End users along with COTS experts - Defining user roles - Defining workflows - Identifying efficiencies - Understanding end user access Consider future COTS releases Design should emphasize delivering immediate capabilities

49 COTS Design/Configuration Process Prototype COTS experts fully engaged with users Review existing COTS tools Design Configuration Team focuses on workflows User role definition Usage patterns Configure Build base workflows Streamline COTS usage Obtain user feedback

50 The COTS Approach Develop/Configuration Planning REQ Design DEV Test Implement Demos for Users Configuration Users Exercise System Accelerated Delivery

51 5 Develop Based on user input and feedback Targeted to configuration not customization 90% configuration 10% (or less) development Data Model Workflows COTS Products Roles & Usage Configuration Team Users

52 The COTS Approach Test Planning REQ Design DEV Test Implement Demos for Users Configuration Users Exercise System Accelerated Delivery

53 5 Test Frequent user validation Multiple user groups to verify usage patterns Prioritize user feedback leverage phases Use validation as training opportunity Training Use/Exercises Feedback Refine Users Configuration Team Real time feedback to Configuration Team

54 The COTS Approach Implementation Planning REQ Design DEV Test Implement Demos for Users Configuration Users Exercise System Accelerated Delivery

55 5 Implementation Understand you are changing process not just technology Leverage COTS training Data flow patterns IT Specifications Security considerations Administration - Who? What? Skills? Don t forget about the data!

56 COTS Based Phased Implementation Implement Incremental COTS Release Execute Workforce Training Pilot Expand to Other Users Complete Data Migration Training Users Migrate to new data model Configure Workflows Other Workgroup Users Expand Workforce Training Ramp Data Migration Refine Operational Procedures Deployment Phase 2 Verify Security Model Capacity Planning Refine Operational Procedures Implement Base Architecture Migrate Data for AOI Deployment Phase 1

57 Summary

58 Benefits of a COTS Approach Minimized cost to implement Shorter schedule immediate exercising by users Reduced risk (technology proven by user-base) Lowered maintenance costs Evolves with future COTS functionality Wider range of qualified people to use and maintain system

59 Summary COTS configuration is a more efficient way to approach system development The COTS Approach redefines system development process, with focus on mission instead of building software ArcGIS 10 provides a platform for configuration and rapid development making the COTS Approach viable for many systems

60 Questions

61 Contact Us: - Mark Williams, mwilliams@esri.com - Scot McQueen, smcqueen@geoengineers.com More Info: - COTS Approach ArcNews article (Winter 2011) COTS Approach white paper (Jan 2011) -