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Our migration from Desktop to 2012.1
Ken Holbert
Town of Herndon Cityworks Administrator
About the Town
Population 25,000
Residential, Corporate Offices, Hospitality, Retail
20 Miles west of Washington DC, 2 miles from Dulles
Jurisdiction within Fairfax County
Primary Resident Services
Public Works, Planning, Police, Parks & Recreation
Cityworks Enterprise License user since 2008
12+ Primary users
FY 2012 Goals and Objectives
Migrate from Desktop to Cityworks Server
Expanded use of Work Orders in DPW
Expand the use of Cityworks in the town to other departments
beyond Public Works
Community Development (Planning and Zoning Enforcement)
Direct access to Service Requests by staff
Better utilization of GIS features for Asset and Case
management
Better utilization as a decision support tool
Online Refuse Collection Day
Today’s Situation
Cityworks Server 2012.1 deployed
DPW manages 70% of work via Service Requests
and Work Orders
Permits, Vehicle Maintenance, and Engineering
applications 2013
Staff submit Service Requests directly via
Cityworks Server
Citizens can submit Service Requests via Timmons
Request Logistics application on town website
A variety of Community Development land use
application workflows have been developed in
PLL.
From Desktop to Server
Installed Server 2010 on virtual application server Dec 2011
Got Community Development buy-in via demos January
Introduced non-DPW staff to Cityworks Server for
service requests
March
Community Development ZMA workflow development/
PLL training with Azteca/Timmons
June
Virtual GIS server for Cityworks database (Windows
Server 2008, SQL 2008)
July
Cityworks 2012 – Windows authentication,
Zoning Enforcement complaints and workflows
August
Cityworks 2012.1 – PLL workflow development Sept
Community Development AMS/PLL training October
DPW Cityworks Users
Facilities
Grounds
Water
Sewer
ROW
Storm
Street
Refuse
Traffic
Staff CRM Service Request Flow
Database
Supervisors process Service
Request in Cityworks
Service
Request
Service
Request Supervisors
Completed
Crew
Does SR need Work?
Investigate
Work
Order
No Yes
Supervisors process Work Orders in
Cityworks
Labor
Work
Orders
Equipment
Materials
Management
Reports
GIS map displays locations of applications/cases
Track application workflow
Multirole security
Multi department workflow
Automatic fee calculations
Document management
Sophisticated query and reporting
Web-based GUI, enterprise database
MS Office integration
Community Development
(Planning and Zoning) Database
Requirements
Server PLL streamlines and automates the work
process including:
Application routing
Plan review
Fee calculations and collection
Licensing renewals
Workflow and tasks
Inspections
Management sign off and tracking
Reporting
Cityworks PLL Functions
Create a new Case
Intake Sequence
 Add Main
 Add: Address & GIS
 Add: People
 Add: Contractor
 Add: Data Group
 Add: Related Documents
 More….
Track Workflow
Complete assigned tasks
Milestones
Searching for cases
Case (application) Process
Overview
Cityworks Maps and Dashboard
Administrator
Challenges/Issues
Managing component compatibility
Versions of Cityworks Server, Server OS, ArcGIS Server,
Database, Browser, RL must be synchronized
Managing production/test environments
“HOT” rollouts and updates don’t allow time to
discover bugs
Managing users accounts, roles, GUI’s
Designer, AMS Admin, PLL Admin
Windows Authentication
Management must establish performance measures/
policies in order to measure program progress/ROI
Next Steps
PLL&AMS
Permits
 DPW and CD
Zoning Enforcement
Inspections
IT Service Requests
Performance policies and dashboards for
management
County GIS parcel information integration
Financial System integration
Employee pay rates, customer accounts


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Town of Herndon Cityworks Server (DCPKY6K1's conflicted copy 2012-10-18)

  • 1. Our migration from Desktop to 2012.1 Ken Holbert Town of Herndon Cityworks Administrator
  • 2. About the Town Population 25,000 Residential, Corporate Offices, Hospitality, Retail 20 Miles west of Washington DC, 2 miles from Dulles Jurisdiction within Fairfax County Primary Resident Services Public Works, Planning, Police, Parks & Recreation Cityworks Enterprise License user since 2008 12+ Primary users
  • 3. FY 2012 Goals and Objectives Migrate from Desktop to Cityworks Server Expanded use of Work Orders in DPW Expand the use of Cityworks in the town to other departments beyond Public Works Community Development (Planning and Zoning Enforcement) Direct access to Service Requests by staff Better utilization of GIS features for Asset and Case management Better utilization as a decision support tool
  • 5. Today’s Situation Cityworks Server 2012.1 deployed DPW manages 70% of work via Service Requests and Work Orders Permits, Vehicle Maintenance, and Engineering applications 2013 Staff submit Service Requests directly via Cityworks Server Citizens can submit Service Requests via Timmons Request Logistics application on town website A variety of Community Development land use application workflows have been developed in PLL.
  • 6. From Desktop to Server Installed Server 2010 on virtual application server Dec 2011 Got Community Development buy-in via demos January Introduced non-DPW staff to Cityworks Server for service requests March Community Development ZMA workflow development/ PLL training with Azteca/Timmons June Virtual GIS server for Cityworks database (Windows Server 2008, SQL 2008) July Cityworks 2012 – Windows authentication, Zoning Enforcement complaints and workflows August Cityworks 2012.1 – PLL workflow development Sept Community Development AMS/PLL training October
  • 8. Staff CRM Service Request Flow Database
  • 9. Supervisors process Service Request in Cityworks Service Request Service Request Supervisors Completed Crew Does SR need Work? Investigate Work Order No Yes
  • 10. Supervisors process Work Orders in Cityworks Labor Work Orders Equipment Materials Management Reports
  • 11. GIS map displays locations of applications/cases Track application workflow Multirole security Multi department workflow Automatic fee calculations Document management Sophisticated query and reporting Web-based GUI, enterprise database MS Office integration Community Development (Planning and Zoning) Database Requirements
  • 12. Server PLL streamlines and automates the work process including: Application routing Plan review Fee calculations and collection Licensing renewals Workflow and tasks Inspections Management sign off and tracking Reporting Cityworks PLL Functions
  • 13. Create a new Case Intake Sequence  Add Main  Add: Address & GIS  Add: People  Add: Contractor  Add: Data Group  Add: Related Documents  More…. Track Workflow Complete assigned tasks Milestones Searching for cases Case (application) Process Overview
  • 14. Cityworks Maps and Dashboard
  • 15. Administrator Challenges/Issues Managing component compatibility Versions of Cityworks Server, Server OS, ArcGIS Server, Database, Browser, RL must be synchronized Managing production/test environments “HOT” rollouts and updates don’t allow time to discover bugs Managing users accounts, roles, GUI’s Designer, AMS Admin, PLL Admin Windows Authentication Management must establish performance measures/ policies in order to measure program progress/ROI
  • 16. Next Steps PLL&AMS Permits  DPW and CD Zoning Enforcement Inspections IT Service Requests Performance policies and dashboards for management County GIS parcel information integration Financial System integration Employee pay rates, customer accounts 

Editor's Notes

  1. Current Status
  2. So how did we get to todays situation?
  3. System req’s were recorded during demo’s and buy-in meetings
  4. We saved thousands of dollars by creating our own workflows/cases in house. Special thanks to Tom Merce of CD.
  5. Pre Cityworks process involved paper files and spead sheets. Case status takes days to derive.
  6. Online reporting vs traditional hardcopy reports. Online banking vs mailed statements
  7. You can lead a horse to water…..
  8. Must further expand use ahead of duplicate functionality that may be in new financial system