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Address collection is a crucial component of any plan for managing customer data. This process ensures that the addresses in the database of a company are in line with the authenticity of address documents such as tax stubs, pay stubs, or returns.
A central database of contacts can also be used to manage personal projects like sending holiday cards or wedding invitations. Here are some suggestions on how to organize and collect contact information in the most straightforward method possible.
ArcGIS Solutions for State and Local Government
The ArcGIS Solutions for State and Local Government provides a set of capabilities that help maintain a repository of authoritative addresses and improve the quality of the data on addresses and share authoritative addresses with both external and internal stakeholders. The solution comes with an ArcGIS Pro project designed to be used by mapping technicians, address verification crews, and others responsible for the maintenance, collection, and use of authoritative road centerlines as well as valid site addresses and associated postal addresses. It also comes with a set of preconfigured ArcGIS Data Reviewer checks that can be used to validate and maintain the integrity of address information.
Address data capture is the process of capturing the postal and site addresses for all buildings as well as structures, sites and structures that require an identification number. Capturing this information is a necessary step towards the creation of an authoritative road and street network that ensures efficient and safe trade and service delivery.
Following the steps of the Add Site Addresses Task you can build a new feature in the Address Data Management task. Site addresses are unique for the specific structure or location they serve within a parcel. A site address may be the entrance to a driveway that is used by one or more houses on the parcel. The address of the site can also be used as a point of contact for a service center like an emergency response station.
When you add a new site address, you can optionally connect one or more distinct postal addresses to it. Postal addresses are connected to a building or other structures and provide contact information for the owner or occupant. The site address feature classification and type schema is based on a status field which allows local authorities to classify features as pending, temporary or even current.
Assume that you are a supervisor for an address authority and your team has been assigned to verify an inaccurate address report provided by an external stakeholder. Open the Address Field Inventory map in the ArcGIS Workforce App and search for the address. Select the missing point of address and then click Edit. Enter the correct details for the address, which includes a street name and municipality. Tap Submit (iOS), or the checkmark (Android).
ArcGIS Pro Project
An ArcGIS Pro project provides a place for you to organize your work, save files, and use a variety of tools and functions. A project could be a combination of maps, scenes, layers, and layouts which display your data the way you would like to see it. It could also include connections to folders, databases, and resources for importing or exporting data.
Every item in a project has a set of attributes that define it or its metadata. A project's metadata can help you find items, assess them, and determine which ones are the best to apply to your current task. It can also be used to record the contents of the project. An example of metadata would be the description and name of a map or scene. By clicking the Properties button on the toolbar, or in the Details window, enables you to modify the metadata of each item in a Project.
ArcGIS Pro projects are reusable--the items in them (such as maps and scenes) can be copied to other projects. Also components of the project (such as geodatabases and toolboxes) can be moved or renamed from one location to another. Additionally, many of the items can be accessed using connections without having to be stored in the project file itself.
When you launch ArcGIS Pro, the Project tab is displayed on the start page with options to open a new project or create a new project using an existing template. For example, you can create a new project by using the Map template that opens with a map view showing the topography of the basemap.
You can save your project either to a folder on your local computer, or to the active portal. The default location for projects is C: Users username> Documents ArcGIS Projects. If you decide to save the project in an appropriate folder, you can choose the Create a Folder for this local project check box on the New Project dialog box.
When possible, it's best practice to store your data, ArcGIS Pro installations, and project files on the same computer to reduce round-trip communication time. In some cases, however, you can't find these components on the same computer, or you may want to share your project files, data and other resources over a network.
Data Assistant Add-in
The Data Assistant Addin is a collection of tools put together into a Data Assistant Toolbar. These tools let you create the source and target configuration files, and load or replace data.
When used in conjunction with the Community Data Aggregation solution they allow your personnel from the organization to transform and load data sources into a community layer, and schedule automatic updates to that layer on a regular basis. These tools let you modify the solution to fit your particular organization.
To utilize the Data Assistant Add-in, you must install it on each ArcGIS Pro machine that will be used to transfer data to one or more community layers. To download the add in, navigate to the Content section of ArcGIS and click on the Data Assistant item.
Follow the steps for installation once the add-in has been downloaded. Close all open ArcGIS apps before you can start an entirely new ArcGIS Pro. After the add-in has been installed, you can start it by clicking on the Data Assistant icon located in the ArcGIS Pro Toolbar.
Once the Data Assistant Add-in has been activated it is possible to create an Data Mapping file by using the Configure Data Mapping dialog box. This allows you to define field mappings and settings for a chosen source-target configuration file. Once the configuration file is set you can then run the Replace Data tool to replace data in the target dataset from the source layer according to the setting you choose. This tool lets you stage results locally and skip final processing if you only replace data on a subset of records.
Data Management
Address data is essential for most companies. It has to be accurate and reliable as well as standardized. For example, whether it's routing mail, offering services for location on a website, or marketing to customers and prospects poor data can be disastrous. This is the reason it's vital that every business implements an effective system for managing addresses.
An address management system is a procedure to maintain a standard and verified set of addresses. It assists you in keeping your address database up to date and ensures that it adheres to the national guidelines, for instance the ones provided by your country's postal authority. It also allows you to verify and correct inaccurate addresses provided by internal or external stakeholders.
USPS, for example maintains a database of verified addresses. It also offers an accreditation known as CASS (Coding Accuracy System). A modern solution like PostGrid is CASS-certified which means it is able to connect to the official USPS database to instantly verify an address. This can save time and increase accuracy of data.
This issue can be resolved by establishing an authoritative address repository that can accommodate a variety of information needs, and continually improving its data quality through processes. To accomplish this it is necessary to establish an address standard, improve processes to capture and store data, create audit controls, assign ownership over this information, and ensure that it is accessible to all stakeholders.
A good idea is to integrate the address collection process in your company's overall master data management strategy. MDM deals with a variety of different critical business data types including address data. By connecting your address verification API into your MDM, you can clean and update the data in real-time without manual work.
You can begin collecting and managing addresses by creating an ArcGIS Work Assignment and adding anyone responsible for verifying address in the field by granting them a Mobile Worker Role to the Address Assignments ArcGIS Workforce Project. They can then go out in the field to collect new addresses and verify the data collected by crowdsourcing. Once they've completed the task they can add their addresses to the office work assignment to have them added to the database and incorporated in the authoritative layer of address information on a website.