Tree Plotter - Tree Inventory Software - Updates & Training Webinar - Q4 2016

Tree Plotter Software: Q4 2016 Updates/Training 12/15/16 Webinar

www.planitgeo.com | info@planitgeo.com 1

Ian Hanou Presented by:

Watch the live recording: http://www.anymeeting.com/67

7-514-554/E954D985804A3C

Agenda

2 www.planitgeo.com | info@planitgeo.com

1. Tree Plotter Introduction 2. New Features

o Save a Map URL o Save filter template o ISA TRAQ fields

3. New Add-Ons / Modules o Offline Collector App o EAB Cost Calculator & Scenario Tool o Tree Collections: QR code engagement app o WOM for commercial firms: send estimates

4. Sneak Peek for 2017 o Public interface o GPS feature collection o Auto App Builder o Tree Analytics

Relative Performance Index Pest Vulnerability Trunk Formula Appraisal Value

5. Resources and Recap

Introductory Resources

1. www.TreePlotter.com/ o FAQs, User Guide, Technology details

2. www.TreePlotter.com/Past-Webinars/ o “101” recordings o Summer 2016 Series

Private Entities, Municipal, Nonprofits

o Mississippi EAB Cost Calculator o Fall 2016 Series

Campus, City, Citizen Foresters, State Agencies, Offline App

3. YouTube channel, how-to videos 4. Support@PlanItGeo.com

Links to Apps in this Webinar: https://pg-cloud.com/Mississippi/ https://TreeCollections.com/ https://pg-cloud.com/Treecology/

Watch this webinar recording: http://www.anymeeting.com/677-

514-554/E954D985804A3C

About: est. 2012 | headquartered in Arvada, CO

Ian Hanou | Owner, Director of Business Development 15 years exp., managed 100+ urban forestry projects Clayton Steneroden| Senior Software Engineer 20+ years exp., programmer, server/database, IT Chris Peiffer | Business Developer | Urban Forester 8 years exp., ISA Certified, project manager Jeremy Cantor| GIS and Natural Resources Specialist 10 years exp., GIS / remote sensing lead, technical reporting Michael Gentry | Lead Software Application Developer Mobile apps, web-based software, front-end UI/UX TJ Wood | Lead Tree Inventory Analyst ISA Certified Arborist, Graphics/Design, GIS technician Patrick Saal | GIS and Software Database Technician Watershed sustainability, i-Tree, and Tree Plotter apps

* Core staff: hourly part-time staff and interns not shown

GIS and Remote Sensing

Software: Urban Forest Cloud

• Web, mobile, hybrid, and desktop

• Subscription and custom tools

• 100+ software clients/users

Tree Inventory | Risk Assessment

Ecosystem Services Analysis

Urban Canopy & Forest Analysis

Resource Management Planning

Training, Workshops, Surveys

Color-Infrared

Natural Color

LiDAR-based Canopy Analysis

Our Services and Markets

Software Clients

New Features

New Modules

Sneak Peek

Resources & Recap

* Guam not shown

Tree Plotter®

Canopy Planner®

Park Plotter®

Work Order Management®

Native Apps

Custom Apps

Software Products Overview

Technical Details

• Subscription-based

• Cloud-based • Web browser / URL • No install or other

software • Offline app available

• Mobile • Tablets and smartphones

• Map-based • Place tree points on

imagery • Many base maps to

choose from

• Administration • Manage users and

permissions

New Features

New Modules

Sneak Peek

Resources & Recap

Web/Mobile Tree Inventory Components

Tools Edit Data Reports

Add / Move Trees

Legend

Data Table Manager

Enter/Update Tree Attributes Basic tree info

New Features

New Modules

Sneak Peek

Resources & Recap

Base Map Sources & Tiles

Streets

MapQuest

Google

• Choose from imagery base map sources • Useful for different situations (dense canopy,

new development, or navigating streets by name, etc.)

New Features

New Modules

Sneak Peek

Resources & Recap

• Use GPS for orientation or to zoom in

• Click (or tap) the map to add new tree point

• The x/y coordinate is populated from the aerial imagery

Data Collection/Mgmt.

New Features

New Modules

Sneak Peek

Resources & Recap

• Data templates (fields/attributes)

• Field types (text, dropdown

choice, multi-select, etc.)

Data Collection / Management

New Features

New Modules

Sneak Peek

Resources & Recap

Data Management

New Features

New Modules

Sneak Peek

Resources & Recap

• Export (save) data to a local file • CSV, .xls (spreadsheet), .shp (GIS shapefile)

New Features

New Modules

Sneak Peek

Resources & Recap

Copy / Load Last

• Copy values from last tree

• Great for a row of similar trees

Polygon Attribution

• Auto-fill the name of a park, city, subdivision, etc. by underlying GIS polygon

New Features

New Modules

Sneak Peek

Resources & Recap

Update Multiple Trees at Once

• Pick a data field and new value

New Features

New Modules

Sneak Peek

Resources & Recap

Awesome Ways to View Your Trees

New Features

New Modules

Sneak Peek

Resources & Recap

Search, Filter, Query

• by Attribute Fields or Map Polygon (or both) • Filters Apply to: the map, data table,

exports, and reports. Intro

New Features

New Modules

Sneak Peek

Resources & Recap

Summary Reporting

It’s your data … ask it questions.

New Features

New Modules

Sneak Peek

Resources & Recap

Tree and Eco Summaries

New Features

New Modules

Sneak Peek

Resources & Recap

Print Reports

• Charts and summaries reflect current filters applied

• Add qualitative comments

New Features

New Modules

Sneak Peek

Resources & Recap

Work Order Management: add-on module

New Features

New Modules

Sneak Peek

Resources & Recap

Printing Work Orders

New Features

New Modules

Sneak Peek

Resources & Recap

New Features

New Modules

Sneak Peek

Resources & Recap

New Features

New Features in Quarter 4, 2016

o Save a Map URL o Save filter template o ISA TRAQ fields

You can save the following parameters:

Map Settings: zoom, base map, map center, custom imagery. Advanced Filter: current fields and filters Organization: for organizational apps only Interactive Legend: current layer and display by field Map: labels and layer settings Click “Create Saved Map Scenario” and enter a custom URL. Copy and share the new URL. Tree Plotter opens and “loads” the saved map.

New Features

New Modules

Sneak Peek

Resources & Recap

New Features

Save a Map to an Interactive URL

Allows you to save a map view and settings for others to open from a URL.

Save a Filter Template

Steps: 1. Open A/F and choose a layer (Trees, etc.) 2. Choose field(s) and values for the filter 3. Click “Apply” to run the filter 4. Click “Save Filter Legend Template” (Note: they’re saved per layer)

New Features

New Modules

Sneak Peek

Resources & Recap

New Features

Likelihood of Failure o Improbable o Possible o Probable o Imminent

Likelihood of Impacting Target o Very Low o Low o Medium o High

Likelihood (auto - calculated from Impact and Failure)

o Unlikely o Somewhat Likely o Likely o Very Likely

Consequences of Failure o Negligible o Minor o Significant o Severe

Risk Rating (from Likelihood and Consequences)

o Low o Moderate o High o Extreme

New Features

New Modules

Sneak Peek

Resources & Recap

New Features

* More in-depth TRAQ fields are coming soon and includes preliminary and follow-up information like Residual Risk and Mitigation Options., and risk assessment for specific tree parts - Crown/Branches, Trunk and Roots,

and Overall Risk Rating.

New Risk Fields for ISA TRAQ

New Add-Ons and Modules

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

o Offline Collector App o EAB Cost Calculator &

Scenario Tool o Tree Collections: QR code

engagement app o WOM for commercial firms

Offline Collector App: What to know 1. An add-on; not a native app; new technologies 2. Browser-based, no download or install 3. Operates online or offline 4. Mirror copy of your data 5. Select data and base map for use offline 6. Edited tree change color; “Sync” data button 7. Open it from Tree Plotter or its URL (even when offline)

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Try out a demo: https://pg-cloud.website/Aspen/offline/

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Offline App: What’s In, What’s Not

Offline App Full Version In the Works

Collect new features (trees) Reporting (Stats) Exporting data

Edit/move existing features Ecosystem benefits Work orders/service requests

Load Last Tools Admin Accounts Filter/search

Feature status Tools Label / Print Maps Table view

Zoom by GPS Mass Update Orgs. / Client Sites

Sync data online Lookup Table Editor Attach photos

Choose from base maps Draw/Measure UI updates, storage space info

Settings: Themes Legend / Symbology tools Select multiple areas

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Offline App: User Settings & Preferences!

1. Color themes

2. Show/hide offline area

3. Others in the works

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Offline App: Selecting data for offline

1. Visual for selecting areas

2. Clustering and heat map

3. Updates as you zoom in

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Offline App: Syncing data back online

1. Multiple users can select areas/data for offline use 2. Records (trees) can be selected by multiple users 3. Only edited trees and edited fields are updated

after syncing 4. Latest synced edits are used 5. All edits & new trees must be synced, even when

collected while online 6. “Check-in / check-out” is a future consideration

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Emerald Ash Borer (EAB) Cost Calculator Scenario Tool

• Inputs: inventoried ash trees or enter estimated populations by DBH size class

• Adjust default costs for Mgmt. Activities: removal, replanting, and treatment/injection

• Name a scenario and print a report or compare two side-by-side

• Click “Get Started” and follow each step.

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Choose Management Activities

• Select a timespan and EAB management activities

• Choose what proportion of ash tree removals will be replanted

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Choose Ash Trees

Use all inventoried ash trees, select ones, or estimates. 1. Choose All inventoried ash

trees in the app 2. Select Custom (Advanced

Filter) 3. Select All High Value Trees will

use trees you’ve flagged as high value from your inventory data

4. Or, simply enter an estimate of ash population by size class

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Define Your Management Costs

• Adjust costs (or use default numbers) for removal, replanting, and treatment

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Run Your Scenario

• Run the tool to create a scenario • Review charts and tables of cost

estimates • Name a scenario, enter a description

and comments in the text boxes • Option to print the scenario • Option to compare two scenarios

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Compare Scenarios

Select two scenarios to compare side by side. Click print to preview it, then print to PDF.

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Species Identification

• Help with identifying susceptible species

• The Basics -> About ->

• General Information

• Species Identification Help

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Educate and Engage with QR codes

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

• Colorado Tree Coalition manages/adds: Species info on their www Tree Collections and trees

• Kiosks in parks, schools, etc. w/QR code launches app

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Educate and Engage with QR codes • Organizations can request an

account to add collections and trees

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

Customized off of the Tree Plotter platform /

code base

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

WOM for Commercial Firms

A new, custom “Work Order Management” module

o Send bid proposal estimates to clients or contractors

o Internal staff comm’s o Permits/equipment tracking o Historical client/cost info

New Features

New Modules

Sneak Peek

Resources & Recap

New Modules

WOM for Commercial Firms

New Features

New Modules

Sneak Peek

Resources & Recap

Sneak Peek

Sneak Peak: what’s coming in 2017

o Public interface o GPS feature collection o Auto App Builder o Tree Analytics Relative Performance Index Pest Vulnerability Trunk Formula Appraisal Value

o Vector Tile Maps

New interface and steps for the public to map and track planting activities

New Features

New Modules

Sneak Peek

Resources & Recap

Sneak Peek

Public Interface to Map, Track, and Engage

New Features

New Modules

Sneak Peek

Resources & Recap

Sneak Peek

Public Interface to Map, Track, and Engage

GPS receivers added to tablets/phones for 1-3m accuracy; use to collect features

New Features

New Modules

Sneak Peek

Resources & Recap

Sneak Peek

Collect Trees from GPS Location

New Features

New Modules

Sneak Peek

Resources & Recap

Sneak Peek

App Builder

DRAFT user interfaces

Choose or Update the following: Center point, zoom levels Default base map tiles or by user level Data fields (type, add/edit values, edit forms, tabs, order ) Show/hide in data table, exports, tree popup, legend tool, etc. Permissions/roles (Q2 2017)

New Features

New Modules

Sneak Peek

Resources & Recap

Sneak Peek

New Analytics: calculations and reports

Relative Performance Index (RPI) “How well is one species doing in terms of condition compared to the entire tree inventory population?”

CTLA Trunk Formula Method

Council of Tree and Landscape Appraisers (CTLA) industry accepted and standardized technique for assessing the value of trees

Pest Vulnerability

“How susceptible is my tree population to local pests and diseases?”

New Features

New Modules

Sneak Peek

Resources & Recap

Sneak Peek

RPI Example A species average condition compared to the average condition of the population

Value = Basic Tree Cost x Species Rating % x Condition Rating % x Location Rating %

CTLA Example

Recap & Resources

1. http://www.PlanItGeo.com

2. Recorded webinars i. How-to videos (YouTube channel) ii. FAQs and user guide

3. Demo: https://pg-cloud.com/tpDemo User = demo Password = demo

4. Offline Demo: https://pg-cloud.website/Aspen/offline/

5. Reviews by 20+ clients at Capterra.com 6. All webinars: www.planitgeo.com/Webinars/ www.TreePlotter.com/Past-Webinars/

New Features

New Modules

Sneak Peek

Resources & Recap

Recap & Resources

“Urban Forest Cloud” (Tree Plotter / Canopy Planner) App URLs: i. City: https://pg-cloud.com/Milwaukee ii. State: https://pg-cloud.com/Idaho, https://cotreeview.com iii. Canopy Planner: https://pg-cloud.com/Columbus iv. NGO: https://pg-cloud.com/PHS, https://pg-

cloud.com/PlantMOreTrees, https://pg-cloud.com/KIB v. HOA: https://pg-cloud.com/HGV vi. Golf Course: https://pg-cloud.com/Stafford vii. Campus: https://pg-cloud.com/ACU viii. Private Firms: https://pg-cloud.com/Wachtel, https://pg-

cloud.com/PreservationTree (TX), https://pg-cloud.com/Sims

New Features

New Modules

Sneak Peek

Resources & Recap

Ian Hanou, Owner and Director, Business Development

(303) 503-4846 | IanHanou@PlanItGeo.com

Chris Peiffer, Urban Forester and Business Developer

(717) 579-9890 | ChrisPeiffer@PlanItGeo.com

TJ Wood, Certified Arborist / Tree Inventory Lead

(303) 847-8809| TJWood@PlanItGeo.com

A geospatial technology, software, consulting, and planning firm specializing in urban natural

resource management.

Info@PlanItGeo.com www.planitgeo.com

THANK YOU!

Tree Plotter - Tree Inventory Software - Updates & Training Webinar - Q4 2016

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