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..

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Time (Years)

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-Sav

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Costs

Savings

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 (50 - 75 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 & BuildDocuments

As Built Documents

Intelligent Design Models /

Documents

Detailed Asset Models / Documents

Database Database

Federated Data Management

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 & BuildDocuments

As Built Documents

Intelligent Design Models /

Documents

Detailed Asset Models / Documents

Database 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 10g

• 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

File server

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

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?

• Oscar.Custers@Bentley.com