A Step-by-Step Approach to Mobile GIS Adoption

2022-09-07 00:00:48
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This article is Part 2 of a two-part series on Mobile GIS and cross bores. To learn more about the cross bore problem, the challenges of implementing a legacy cross bore program, and how Mobile GIS can address those challenges, read Part 1 of this series. If you’ve already done so, read Part 2 for a step-by-step guide on how to adopt Mobile GIS for legacy cross bore programs.

It’s one thing to discuss reforming Geographic Information Systems (GIS) processes for legacy cross bore inspections from an abstract perspective; it’s another thing to actually put the reforms in place and implement Mobile GIS.


'A new GIS standard needs to be built from scratch - one designed around the capabilities of modern cloud computing and the demands of modern mobile devices.' -UnearthClick To Tweet


Many utility companies, as well as outside vendors, have tried to put together an easy-to-use mapping system from existing GIS tools – none of them have accomplished their goal. Why? Because existing GIS tools were built decades ago and have an outdated architecture that holds them back.

So how can a utility company actually go about reforming their GIS tools to improve legacy cross bore detection? It’s not as difficult as it seems. However, it does require looking to outside sources to accomplish it.

Here’s a step-by-step guide to how you can get it done.

1. Identify the Program Manager for Legacy Cross Bore Inspections.

Before anything can get moving, you have to get the right people together. Find the person responsible for legacy cross bores, and then create a spreadsheet of everyone within the utility company that has a role in running the program.

If no one is in charge of legacy cross bores, go to the person running preventative cross bores and find out why you don’t have a legacy program. If there is no cross bore team, you need to have a broader org-wide conversation. Go to the person in charge of risk management and find out why cross bore mitigation is not a priority.

2. Lay Out Your Current Cross Bore Inspection Process Step-by-Step.

Now that you know everyone involved, you can map out your exact process to find and mitigate cross bores. Start with how you prioritize parcels and plats and go through recording and storing the results.

You should identify the individuals involved, the average time spent per step, the systems used, and the associated costs. This will give you a good high-level overview of what’s going on internally.

3. Calculate the Total Time and Cost of Finding and Resolving Cross Bores, Then Create Some Projections.

This is an essential step because you need to have a baseline reading of where your cross bore program is today and how it’s projected to perform.

With the numbers from step 2, you should be able to determine the average time and cost to inspect a single parcel. With these numbers, you can calculate the time and cost of inspecting every customer served by your utility. This overall number is critical because it will show the value of investing in a different system in terms of time and money saved.

4. Research and Evaluate Outside Software Providers.

Many utility companies make the mistake of trying to build an internal solution for their Mobile GIS.

The money and time spent developing a working tool will quickly outweigh the benefits received. The complexities of GIS require a dedicated software organization to build, manage, and scale operations. Finding a purpose-built Mobile GIS tool for legacy cross bore programs can get you up and running in a couple of weeks for a fraction of the cost.

For this step, you should build a spreadsheet of available options that lay out their cost, licensing structure, features set, plus pros and cons. Only include tools that will support an end-to-end workflow, as that’s the key function that will streamline the entire process.

5. Talk to Your Top Three Software Options.

You shouldn’t try to purchase and implement this kind of solution out-of-the-box. Each provider you’re considering should offer a certain level of customization, onboarding, and specialized service. This is also your chance to discuss the numbers and processes laid out in earlier steps, as well as create a firm outline of the tangible impact these vendors could make.

6. Make a Decision and Get Buy-in.

Once you’ve decided on a provider, you have to get organizational buy-in. This is potentially the most difficult/time-consuming step.

Fortunately, the Mobile GIS you choose should be of significant help here – particularly if you followed the earlier steps involved in laying out and analyzing your current process. The provider you choose should be happy to provide you with all the materials you need to help present the solution to the broader organization. Many will even fly people to your company to present if you want additional help.

7. Roll it Out.

With everything in place, you’re ready to put your new system to use. Work with your software provider to develop a rollout plan.

They should have a system for getting you and your teams onto the platform smoothly. Everyone should have a detailed set of expectations regarding when and how they will use the software, and a person to contact if they have questions.

8. Track and Record Results.

The final piece of the puzzle is to monitor and record usage.

For the first 3-6 months you should set up regular check-ins with your software provider to ensure that everything is going according to plan. Then after you have a year of data, you can sit down to review performance increases and explore how you can streamline processes even further. From here, the software becomes a natural extension of your operations that can be iterated and developed as needs evolve.

These steps serve as a general benchmark for individual utilities to move towards more efficient legacy cross bore inspection programs through Mobile GIS.

It’s important to keep in mind that the software selection and purchasing process can be long and slow, particularly in a large organization. To stay driven, teams need to remember the ultimate objective: reducing risk and saving lives.

‍This is a mission-critical effort that benefits everyone.

Getting Started with Mobile GIS in Integrity Management

To effectively accomplish the goal of going beyond GIS for legacy cross bore inspections, a new GIS standard needs to be built from scratch – one designed around the capabilities of modern cloud computing and the demands of modern mobile devices.

We strongly believe in the importance of finding a way to quickly and effectively deal with the legacy cross bore problem in the US and are excited to see the powerful role Mobile GIS will play in integrity management programs.


  • Utilities
  • Cloud Software
  • Digital Transformation
  • GPS
  • Location Technology


参考译文
移动GIS的逐步采用方法

这篇文章是关于移动GIS和交叉钻孔的两部分系列文章的第二部分。想要了解更多关于交叉钻孔问题、实施遗留交叉钻孔项目所面临的挑战以及移动GIS如何解决这些问题,可以阅读本系列的第一部分文章。如果您已经阅读过第一部分,那么请继续阅读第二部分,了解如何逐步采用移动GIS来改进遗留交叉钻孔程序。从抽象层面讨论改革地理信息系统(GIS)以处理遗留交叉钻孔问题是一回事,而真正落实这些改革并实施移动GIS则是另一回事。  “我们需要从零开始构建一个全新的GIS标准 —— 一个围绕现代云计算能力和现代移动设备需求设计的标准。”  – UnearthClick  许多公用事业公司以及外部供应商都尝试利用现有的GIS工具拼凑出一个易于使用的地图系统,但都没有实现他们的目标。为什么?因为现有的GIS工具是几十年前开发的,结构已过时,阻碍了其功能的发挥。那么,公用事业公司如何才能真正改革他们的GIS工具,以提高对遗留交叉钻孔的检测能力呢?这其实并没有看起来那么困难。不过,确实需要借助外部资源来完成。以下是逐步指导,帮助您实现这一目标。1. **确定负责遗留交叉钻孔检查的项目负责人。**  在一切开始之前,你需要集合合适的人选。找到负责遗留交叉钻孔检查的人员,并创建一份清单,列出公司内所有与此项目相关的人。如果没有专人负责,那就找到负责预防性交叉钻孔检查的负责人,并了解为何没有设立遗留交叉钻孔项目。如果没有交叉钻孔团队,你将需要进行公司范围内的更广泛讨论。找到负责风险管理的负责人,了解为何交叉钻孔缓解措施未被列为优先事项。2. **逐项列出当前的交叉钻孔检查流程。**  既然你已经了解了所有参与人员,就可以绘制出你们查找和缓解交叉钻孔的详细流程。从如何优先选择区域和地图开始,一直到记录和存储结果。你需要识别参与的人员、每一步的平均耗时、所使用的系统以及相关成本。这将帮助你全面了解公司内部的运作情况。3. **计算寻找并解决交叉钻孔的总时间和成本,并制定预测。**  这是关键的一步,因为你需要了解目前交叉钻孔项目的现状以及其未来的表现预期。根据第2步的数据,你应能够计算出检查一个区域所需的平均时间和成本。有了这些数据,你就可以计算出检查公司服务的所有客户的总时间和成本。这个总体数字非常重要,因为它将显示投资于不同系统的潜在时间和金钱节约价值。4. **研究并评估外部软件供应商。**  许多公用事业公司在尝试为他们的移动GIS开发内部解决方案时犯了一个错误。用于开发有效工具的金钱和时间很快就会超过所获得的收益。GIS的复杂性要求一个专注于此的软件团队来构建、管理并扩展运营。寻找专为遗留交叉钻孔项目设计的移动GIS工具,可以在花费远低于成本的情况下,让你在几周内上线运行。对于这一步,你需要建立一个表格列出所有可选方案,包括它们的成本、授权结构、功能集以及优缺点。只列出支持端到端工作流程的工具,因为这是简化整个流程的关键功能。5. **与前三名软件选项进行沟通。**  你不应试图直接采购并部署此类解决方案。每个你考虑的供应商都应提供一定程度的定制、实施支持和专业服务。这也是你可以讨论之前步骤中列出的数字和流程,并明确这些供应商可以带来的具体影响的机会。6. **做出决策并获得组织支持。**  一旦你决定了供应商,就需要获得组织内部的支持。这可能是最困难和耗时的一步。幸运的是,你选择的移动GIS系统应能在这方面提供巨大帮助,特别是如果你遵循了前面的步骤来梳理和分析当前流程。你选择的供应商应乐于为你提供所有必要的材料,帮助你向整个组织展示该解决方案。许多供应商甚至愿意派人到你的公司现场进行演示,以提供额外帮助。7. **进行推广。**  在一切准备就绪后,你就可以启动新系统了。与你的软件供应商合作,制定一个推广计划。他们应该有一个系统,帮助你和团队顺利上手使用平台。每个人应清楚地了解何时以及如何使用该软件,并知道在有问题时联系谁。8. **跟踪和记录结果。**  最后一步是监测和记录使用情况。在前3到6个月内,你应该与软件供应商定期沟通,以确保一切按计划进行。一年后,你可以回顾性能提升,并探讨如何进一步优化流程。从那时起,该软件将成为你们运营的自然延伸,并可根据需求不断迭代和发展。  这些步骤为各个公用事业公司提供了一个通用的基准,帮助他们通过移动GIS向更高效的遗留交叉钻孔检查项目迈进。需要注意的是,软件选择和采购过程可能会很长,特别是在大型组织中。为了保持动力,团队需要牢记最终目标:降低风险,拯救生命。这是一个关系到每个人利益的关键任务。  **在完整性管理中开始使用移动GIS**  为了有效实现超越GIS的遗留交叉钻孔检查目标,我们需要从零开始构建一个全新的GIS标准 —— 一个围绕现代云计算能力和现代移动设备需求设计的标准。我们坚信快速有效地解决美国遗留交叉钻孔问题的重要性,并期待看到移动GIS在未来完整性管理项目中发挥的巨大作用。

公用事业 云软件 数字化转型 GPS 地理定位技术

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