1. ArcGIS Online Steps for Success A best practices approach
Bern Szukalski
@bernszukalski
Jeff Archer
@vee_dubb

2. ArcGIS Online Steps for Success A Best Practices Approach
Workshop Overview
Not a step-by-step how-to, but guidance and tips
A discussion of best practices for you to consider
Software demonstrations, examples, and Q&A

3. Establish the vision and governance1
Establish the vision and governance

4. Your ArcGIS organization
Portal
Your ArcGIS organization
The center of your geographic information ecosystem
Knowledge Workers
Professional GIS
Executive Access
Public
Engagement
Work Anywhere
Enterprise
Integration
Developer Community
Portal

5. Vision and Governance Know the answers to these questions –
Who are the champions?
Who are the stakeholders?
What is the mission and vision?
What workflows will it support?
What are the deliverables?
Who is the audience?
Consider the following-
Establish a curator, or group of curators
Form a governance committee
Meet early and often

6. Suggestions Communicate early, often, and well
Prototype and test before rolling out
Implement successful patterns
Establish essential procedures and guidelines
Be flexible, adapt, and evolve

7. Configure your organization home2
Configure your organization home

8. Your organization home

9. Organization settings
Home page (banner and background)
Featured content (gallery ribbon)
Gallery content
Default map and basemaps
Custom app templates
Utility services
Security settings
More…

10. Groups are building blocks
Organization resources
Gallery
Featured content
Public galleries
Map resources
Basemaps
App templates
Facilitate Search

11. Featured Gallery Ribbon
Organization Groups
The first impression
Organization Gallery
Featured Gallery Ribbon
Not necessarily for public access

12. Other ways to deliver access to your content
Embed maps and apps
Group gallery app template
Group gallery ribbon
ArcGIS for open data

13. Open Data A configurable application within your organization
Can have one or more…
Built upon groups

14. Model Organizations
For local government, utilities, emergency management, and more
Download from ArcGIS Online
Group framework outline and descriptions
Graphics
Documentation
Apps

15. An Example

16. demonstration

17. 3
Establish your brand

18. Organization visual branding

19. Organization profile

20. demonstration

21. Organize your organization4
Organize your organization

22. Groups are a framework
Supporting departments, projects, and workflows

23. Groups help organize activities
Access to resources
Collaboration within the organization
Collaboration between organizations

24. Group best practices Use consistent visual cues
Intuitive naming conventions
Add useful descriptions
Pre-populate with content
Create a resource destination

25. Group affiliation Groups can be: Membership: Contributors: Private
Organization only
Public
Membership:
User can apply
Invite only
Contributors:
Only group owner
All members

26. Using Items
Add to your
favorites
Share in a group you own

27. Favorites
For often used items, and your favorite maps and apps

28. demonstration

29. 5
Add useful content

30. Add existing content ArcGIS services
Shapefiles, spreadsheets, map templates, and more…
Create new hosted services as needed

31. Optimize for use!

32. Registering your ArcGIS services
(3) Save layer
(2) Configure
(1) Add service

33. demonstration

34. Make your content discoverable
Groups
Description and Tags
Organization gallery

35. Thumbnails

36. Better thumbnails
Location hints
Graphic hints
Content hints
Hybrid

37. After you save and before you share...
Good Thumbnail
Concise Summary
Great Description
Good Tags
Usage Notes
Etc...

38. Living Atlas Contributor App

39. Create useful and compelling information products6

40. Maps
How we communicate geographically

41. Formatted text and Charts
Pop-ups
Consider the entire information product
Charts
Images and Links
Formatted text and Charts

42. Map viewer (for authoring)
Storytelling basic template
Public information template
Story map tour
Map viewer vs. apps
Deliver your map in the right context
Map viewer (for authoring)

43. Easy to configure Configure hosted application online
Download, customize, and host from your own server

44. 7
Invite members

45. Invite users Invite using file (Pre-establish recommended)
Use enterprise logins (Best)
Assign role

46. Organization roles Built-in roles Custom roles Administrator Publisher
User
Custom roles
Based on templates
Created by an administrator

47. Role privileges  User Publisher Administrator Custom
Use and share maps and apps 
Create items
Optional
Join and create groups
Edit features
Perform analysis
Publish hosted services
Manage the organization
and users

48. Ensure User Profiles

49. Profiles
Thumbnail, name
Your Bio
Licenses

50. demonstration

51. Connect with enterprise workflows and systems8
Connect with enterprise workflows and systems

52. Your ArcGIS organization serves everyone
Esri Maps for Office, Cognos, SAP, etc.
ArcGIS for Desktop
Collector for ArcGIS Dashboard for ArcGIS Explorer for ArcGIS

53. 9
Open Your Data

54. Online Content and Services
ArcGIS Open Data
Built-in configurable application
Create sites from your organization’s content
Can include other organization’s open data
Supports multiple sites
Serves data for
Developers
Contractors
Businesses
Citizens
Desktop
Web
Device
Server
Online Content and Services
Organization Portal
Open Data Portal

55. (3) Designate participating Groups
Configuring Open Data
(3) Designate participating Groups
(2) Enable Open Data
(4) Configure Sites
(1) Settings

56. Open Data Examples

57. Open Data

58. demonstration

59. 10
Monitor and Manage

60. Organization Status and Management

61. ArcGIS Marketplace – marketplace.arcgis.com
GEO-Jobe free admin tools

62. GitHub Esri Repo - https://github.com/Esri/ago-admin-wiki

63. Promote your organization11
Promote your organization

64. Promote your organization

65. Resources
Documentation: Blog: Online training:

66. Surveys Please fill out the session survey in your mobile app
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67. Bern Szukalski @bernszukalski bszukalski@esri.com
Thanks!
Bern Szukalski
@bernszukalski
Jeff Archer
@vee_dubb