The 5 Keys to Success - Esri · •Decreasing reliance on contractors for advancement •Self-sustaining program that can grow over time •Clear roadmap, quick wins •Cloud, agile,

The 5 Keys to SuccessMaximizing the Value of Your GIS

A pattern is emerging…

The right conditions

The right process

The right technology

GIS Technology

Infrastructure Organization

Key Considerations

5 Keys To Maximize Impact

Manage Change

Get Trained

Know What You

Own

Develop a Location Strategy

Get Help

Know What You Own

Mapping & Visualization

Understand locations and relationships with

maps and visual representations

DataManagement

Collect, organize, and maintain accurate

locations and details about assets and

resources

Field Mobility

Manage and enable a mobile workforce to collect and access

information in the field

Monitoring

Track, manage, and monitor assets and

resources in real-time

Analytics

Discover, quantify, and predict trends and patterns to improve

outcomes

Design & Planning

Evaluate alternative solutions and create

optimal designs

DecisionSupport

Gain situational awareness, and enable

information-driven decision making

ConstituentEngagement

Communicate and collaborate with citizens

and external communities of interest

Sharing & Collaboration

Empower everyone to easily discover, use,

make, and share geographic information

Take advantage of the integrated platform

Keep in Touch with Your Account TeamWe’ll be happy to share the latest information

Erica Phillips Federal Govt

Kym Fieux State/Local Govt

Ken Blankinship Sales Manager

Natalie Jung Marketing

Jared Shoultz Patterns Specialist

Christina Farber Private Health

Danny Patel Private Health

Steve Temmermand Professional Services

Tanya Bigos Solutions Engineer

Este Geraghty Chief Medical Officer

Ed Carubis Professional Services

Chris Thomas Marketing

Matthew Thomas Solutions Engineer

Jhonatan Garrido Lecca Solutions Engineer

Attend Esri EventsBe Informed, Get Inspired

• Geodesign Summit January in Redlands, CA

• Fed GIS January in Washington, DC

• CIO Summit April in Redlands, CA

• International User Conference July in San Diego, CA

• Health & Human Services Conf October in Redlands, CA

• HHS Seminars Coming to a city near you

• Regional User Groups Check your local schedule

Join us for Webinars & MeetupsSmaller sessions on focused topics

My EsriAccess & Manage Your Customer Experience

Keep in TouchWe’re always sharing the latest and greatest!

See what’s going on by subscribing to our newsletter:http://www.esri.com/industries/health/newsletter

@Esri_Health@Esri_HumanServices@EsteGeraghty

Groups:Esri HealthEsri for Human Services

GeoNet

Get ideas from our Story Map Galleryhttp://Storymaps.arcgis.com


Living your life without a plan is like watching television with someone else holding the remote control.

-Peter Turla

Developing & Executing a Location Strategy

…Maximize Impact

PlanUnderstand

Act

Operate3

2 Implement1 Initiative Plan

Review4

Initiative Cycle

Processes & Workflows

Information & Technology

Workforce Capabilities

Roadmap

Mission / Purpose

Goals & Objectives

Success Criteria

Challenges

Prioritized Initiatives

Monitor

Measure

Support

Build

Deploy

Enable

Define

Design

Prepare

Outcomes

Utilization

Workforce

PlanUnderstand

Act

Operate3


Review4

Initiative Cycle




Roadmap

Mission / Purpose

Goals & Objectives

Success Criteria

Challenges


Monitor

Measure

Support

Build

Deploy

Enable

Define

Design

Prepare

Outcomes

Utilization

Workforce


Understand. Plan. Act

Understand

Mission / Purpose Goals & Objectives Success Criteria

•Strategic high level goals

•Tactical objectives

•Critical indictors of progress toward intended result

Challenges

•Tasks and problems in the way of achieving goals & objectives

•Reason for existing

•How the business fits together

•Key players and where they are

Mission / Purpose | Example

Purpose: Provides comprehensive managed health care coverage

Organization: Inland Empire Health Plan (IEHP)

Mission Statement: To organize and improve the delivery of quality, accessible and wellness based healthcare services for our community

Understand

Mission / Purpose

People

New Conditions for Success

Executive Sponsor

Technical Leadership

Champion

Understand

Mission / Purpose

Key Players | Example

Key Players What They Care About

Health Commissioner or CEO / Director(Executive Sponsor)

• Constituent feedback• Good press• Measurably improved services

CIO (Technical Leadership)

• Modernization of technology landscape• Decreasing reliance on contractors for advancement• Self-sustaining program that can grow over time• Clear roadmap, quick wins• Cloud, agile, .NET

Line of Business Leader / GIS Manager (Champion)

• How others perceive value of their program and GIS to the organization

• Executive sponsorship and support of programs• Formalizing programs and workflows• Personal growth / career path

Understand

Mission / Purpose

Structure

Organization

Department A

Business Unit A1

Business Unit A2

Department B

Business Unit B1

Business Unit B2

Understand

Mission / Purpose

Organizational Structure | Example

Key Business Units Workflows GIS Today

Vector Control • Surveillance

• Field Worker Assignments

• Risk Communication

• ArcGIS Desktop – collect lab verified cases and display

on a County map

• Workforce – digitally assign jobs to workers

• Story Map on website with prevention adviceSocial Services • Homelessness Risk Analysis

• Affordable Housing Projects

• Support Services for Homeless

• Homeless Point-in-Time Count

• Community Analyst – using data to create a risk index

and visualize risk across the county

• Survey123 for annual point-in-time counts

Emergency

Management

• Planning

• Response

• Mitigate

• Recovery

• Maintain foundational data: healthcare facilities,

government facilities, community partners, etc.

• Situational awareness viewer

Chronic Disease and

Health Promotion

• Stroke program

• Obesity program

• Substance abuse program

• ArcGIS Desktop - annual incidence and prevalence

mapping

• Drug drop off locators for National Drug Takeback Day

Understand

Goals & Objectives

Goals & Objectives

Goals Objectives

Understand

Goals & Objectives

Success Criteria

Understand

Success Criteria

▪ Anything that you can put on a chart▪ # cars ▪ # crimes▪ # customers

▪ Key performance indicators▪ Important for performance monitoring

Success Criteria | Example

• Customer: Inland Empire Health Plan

• Mission: To organize and improve the delivery of quality, accessible and wellness-based healthcare services for our community.

Objectives Success Criteria

1. Increase utilization of preventive services # of female members of screening age receiving mammograms# of members aged 50 or over receiving colonoscopies

2. Improve access to Primary Care % of members able to access a PCP in < 30 minutes or 10 miles

3. Help high volume physicians manage their patient populations better through the use of data.

# times information products are accessed% and number of patients with preventable admissions

Understand

Success Criteria

Challenges

People

TechnologyProcess

Understand

Challenges


…Maximize Impact

PlanUnderstand

Act

Operate3


Review4

Initiative Cycle




Roadmap

Mission / Purpose

Goals & Objectives

Success Criteria

Challenges


Monitor

Measure

Support

Build

Deploy

Enable

Define

Design

Prepare

Outcomes

Utilization

Workforce

Understand. Plan. Act

Plan

Business Processes Information & Technology Workforce Capabilities

• GIS software, data, and workflows aligned to capabilities

• Necessary skills aligned to technology & workflows

Roadmap

• Software, data, workflows, services, and training

• Best practices to help ensure success

• Initiatives defined, prioritized, and sequenced

• GIS capabilities aligned to business challenges

Connecting Business with Technology

Best Practice: Prioritization ApproachMaximize success by balancing business benefits with challenges

Drive value from technology investments

The Esri MethodDeveloping & Executing a Location Strategy

…Maximize Impact

PlanUnderstand

Act

Operate3


Review4

Initiative Cycle




Roadmap

Mission / Purpose

Goals & Objectives

Success Criteria

Challenges


Monitor

Measure

Support

Build

Deploy

Enable

Define

Design

Prepare

Outcomes

Utilization

Workforce

The Esri MethodDeveloping & Executing a Location Strategy

Initiative InitiativeInitiative

3

2

1

4

Plan

1 Initiative Plan

Define Design Prepare

▪ Quick wins

▪ Immediate impact

▪ Real users

▪ Low risk

▪ Clear success criteria

▪ Deployment patterns

▪ User workflows

▪ Technical architecture

▪ Identify staff

▪ Establish milestones & timelines

▪ Change Management

“Act” – Initiative Cycle

2 Implement

Build Deploy Enable

▪ Configured COTS

▪ Establish ArcGIS foundation

▪ Maps & Apps

▪ Security and privacy

▪ Prepare for ops & governance

▪ Demonstrate value

▪ Show rapid results

▪ Create awareness

▪ Share results

▪ Excite people

▪ Increase staff capacity

▪ Celebrate success

▪ Articulate business value

“Act” - Initiative Cycle

• We are done, right??? Segway slide…

all done, right?

Operate3

Monitor Measure Support

▪ Revisit performance standards

▪ Monitor system performance

▪ Ensure users are happy and productive

▪ Users

▪ Software

▪ Data

▪ Infrastructure

▪ Workforce Development

▪ Internal User Group

▪ Join GeoNet Communities

▪ Submit ArcGIS Ideas


Review4

Outcomes Utilization Workforce

▪ Are you meeting business objectives?

▪ Has the destination changed?

▪ Has technology evolved?

▪ Collect & measure user feedback

▪ Understand adoption metrics

▪ Evolve human capital

▪ Review & revisit workforce development plan



…Maximize Impact

PlanUnderstand

Act

Operate3


Review4

Initiative Cycle




Roadmap

Mission / Purpose

Goals & Objectives

Success Criteria

Challenges


Monitor

Measure

Support

Build

Deploy

Enable

Define

Design

Prepare

Outcomes

Utilization

Workforce

Get Trained

Awareness

Desire

Knowledge

AbilityReinforcement

High

Low

Low High

Skill Versus Will Matrix

WILL

SKILL

ChangeManagement

High

Low

Low High


WILL

SKILL

WorkforceDevelopment

High

Low

Low High


WILL

SKILL

ChangeManagement

andWorkforce

Development

High

Low

Low High


WILL

SKILL

ReinforcementHigh

Low

Low High


WILL

SKILL

WorkforceDevelopment

ReinforcementChange

Management

ChangeManagement

andWorkforce

Development

High

Low

Low High


WILL

SKILL

SKILL

Skills to

apply now

Training is critical to success

Training spending and project success

Source: IDC, Training's Impact on Projects Survey, 2011.

Individual

- Roles

- Workflows

Project and Department

- Short term plans

- Project specific

Enterprise

- Long term plans

- Strategic goals

Training Levels of Training Engagements

User Conference

DevSummit

Young Professionals Network

MOOCs

GeoNet Community

ArcUser

Certification Program

Supporting Universities

Personal Use License

Esri Press

Training

ArcNews

E-Learning

Student License

Professional DevelopmentLifelong Learning

Manage Change

WILL

People

New Conditions for Success

Executive Sponsor

Technical Leadership

Champion

Mindset

Conditions for Success

flexible /

adaptable

vision

with quick

wins

Make sure

its

sustainable

configure

first

focus on

business

outcomes

Primary Sponsor Communication

• Communicate often in the beginning to build Awareness and drive Desire

• Communicate often during Reinforcement with small wins, celebrate successes

• #1 thought about communication after a project – Communicate more often

Preferred Senders of Change Messages

Why

WIIFM

Executive

Manager

Get Help

Get Help Types and levels of assistance

Key Factors for Innovation

Takeaway…

SPEED of adopting new

technology is the most

CRITICAL success factor

Source: BCG Global Innovation Survey, 2014, 2015.

Asked CEOs of global innovation leaders which of the following areas of innovation/R&D/product development will have the most impact on your industry over the next three to five years?

The Boston Consulting Group’s tenth annual global survey

Configure First Deliver Impact and Results Faster, Save Money, Reduce Risk

Configure First

Customize as Needed

Empower Your Work Force

Platform

Committed to Your Success

Partners Ecosystem

User Feedback, Support & Community

Technical Support

Premium Support

Training Business & Technical Consulting

Managed Cloud Services

Projects

EEAP

Extensive resources and expert support

Personalized and prioritized case management

Building workforce capabilities and capacity

Subject matter experts working with your team

Delivering transformational capability

Vision, collaboration, advice and technical enablement

Managing GIS in the cloud

Esri ServicesCustomer Enablement

Search and Rescue Map

• Web AppBuilder app

Bonneville County Crowdsourcing App

• Crowdsourcing Story Map

Elections App

• Local Government Template

Emergency Shelters App

• Local Government Template

Road Signs App

• Collector for ArcGIS

Curb & Gutter app

• Collector for ArcGIS

Rapidly Enable & Empower | Implementing Solution Templates

Centralized & Integrated Learning

Leveraging Full Suite of Esri Training

Mapping A Better Health PlanUsing the “Science of Where” to create healthy communities

Esri Enterprise Advantage Program

• Comprehensive reporting requirements for health plan, network adequacy for a million members and thousands of doctors

Challenge:

• Consulting support and training on software installation, system administration, market analysis, Python scripting, and publishing web apps

Solution:

• Optimizing network and identifying potential areas for expansion

Result:

GIS Volunteer CommunityProviding Resources Where Assistance Is Needed

5 Keys To Maximize Impact

Manage Change

Get Trained

Know What You

Own


Get Help

Taking the JourneyKnowing is not enough . . .

. . . we must apply.

Being willing is not enough . . .. . . we must do.

— Leonardo da Vinci

Thank You for Joining Us

The 5 Keys to Success - Esri · •Decreasing reliance on contractors for advancement •Self-sustaining program that can grow over time •Clear roadmap, quick wins •Cloud, agile,

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