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all right I think we are good to go so um welcome everyone thanks for coming to feature Friday um we do these on the first Friday of every month and I take the time to do a deep dive into either a specific feature or like today a workflow in giraffe um if you don't know me I'm Holly I'm the customer success manager here at giraffe which means um I love getting getting you up and running in giraffe and helping you learn everything you need to know to be really successful with the product um and I'm really excited that you all joined us today uh today we're going to be taking a look at prospecting for sites and pipeline management it's a really useful workflow it takes an advantage of a lot of giraffes functions um including governance and data analysis and turns your portfolio of projects into an actionable data sets that you can use to manage your work so as we get started here just a little bit of housekeeping if you have any questions feel free to unmute and ask a question at any time we keep these small intentionally so that you can feel comfortable interrupting um however if you don't feel comfortable unmuting or you just don't want to talk because it's Friday and we all know what that's like you can feel free to use the meeting chat and I'll try to answer your questions as I go along when we get to the end there will also if we have some time left we can also have a period of open questions and then following the webinar the recording will be posted to our YouTube so if you ever want to review that recording again later you can do that there all right um so let's dive in here today I am going to be looking for some industrial sites um in Texas and I'm going to set up some criteria for myself so I already actually built a template for this so I'm just going to load up that template onto my scratch Pad um and just use that contextual data that I've already outlined to help me make some decisions here so I'm just going to click here add that template to my scratch pad and um what templates in giraffe are good for is storing all of the um contextual data and calculations and apps and extensions that you want to use on every single project over and over again so for this example I really care about um transport connectivity for these industrial sites so I've added in some data sets on the Texas Railroad Network and the Texas roadway Network along with some national data sets like Wetlands coverage the FEMA flood zones and the USGS three foot Contours and all of these things are going to be really important as I look at sites because you as we all know you know Wetlands coverage could really kill kill a deal and so can a really steep slope um I did a feature Friday last month on lens so if you want to see how I filtered and styled the data for the railroads and roadways and odd data sets I definitely recommend going back and looking at that um that feature Friday from last month it's on our YouTube channel it's really great so it'll give you an idea of how I got to this point where I'm only looking at major highways and trucking networks and Industrial railroads so those are the items that are going to be important for me today um I have also already started some projects here so I'm just going to zoom into my project area where I want to work today um just so that I have these items as some contextual information and then now that I have my uh my initial data set up I'm ready to start prospecting so the first thing I want to do when I'm prospecting is find potential sites that might be useful to me that meet my criteria and I really just want to kind of add them to a list to maybe do some deeper dive looking at them later so what I'm going to do today is use our site search app the site search app is an add-on to draft so if you don't have it in your current workspace please feel free to reach out to us and ask us about what it takes to get that added on but it is really great for this specific use case um because it Aggregates parcel data from the entire country of the United States and it also provides zoning data where that is available so it makes prospecting really seamless so we'll just walk through the process of using the re-grid site search app today to find some potential sites I have opened up the re-grid app here it's loading up and you can start to see those parcel outlines up here on the map as it loads um we'll just give it a second here it is a lot of data to load and when I have my camera on sometimes my internet doesn't keep up very well so just a moment here while it loads um there we go perfect so you can start to see also that since we have zoning information in this region it's giving a color to each of these Parcels that represents that zoning so you can see the zoning Legend here now I am not personally familiar with this region zoning code so using these codes to search by would be difficult for me but that could be something that's really useful to you if you're familiar with your Region's code so you can just go down to the zoning code field here and just start selecting the codes that would be useful to you and as you add them it's going to filter your map so what I'm going to do today is actually add the zoning description field here so I can add additional filters to re-grid um to the re-grid site search app at any time and any of those fields that are available in the data set is something that you can filter filter by so I'm going to add zoning description as an option to filter and then just scroll down to where that property got placed and then I just want to filter this map for anything that is industrial so I'm going to type in industrial there and then start clicking on these options I want and again industrial BPP and I think there's one more I spell industrial correctly industrial improvements so as I have filtered here um you can start to see that any of the parcels that didn't meet that criteria now don't have a color applied on the map so that makes it really easy for me to see on this map which Parcels meet this industrial description that I'm looking for now furthermore for this project I know that I need between 8 and 15 acres to be a useful site for the client that I'm prospecting for so that parcel acreage field here is where I can type in the the minimum and maximum size that I would find useful so I can type in minimum eight and maximum 15. and that is going to further drop out some parcels here that are either too large or too small um so now I have some selection of suggested Parcels that could be useful for me and because I have that contextual information also up on the map I can see which Parcels are close to my Transportation Network and also which Parcels might have some flood issues so we do see this you know River area running through here it's potential that there could be some flood issues so you know maybe I don't want to look at the parcels that are over here in the flood zone or maybe I do and I'm willing to take that risk depending on what the what the product is that's going to go on that site so with this visual available on the map and all of our contextual data does anyone have any questions so far about what I've done um or any comments about how this might be different or similar to what your typical project workflow might look like currently feel free to shout out or drop it in the chat whatever is more comfortable sorry it's Steve um sorry I'm logged in twice because my it doesn't matter um how did you get what layer are you querying and uh how did you enter that layer that you needed to query that layer when you're using site search I must have missed that so site search it um adds its own special layer to the map so um it's included with that app if you've included that app with your workspace um and it just adds that data to the map so it's not an additional layer that you have to add in from the data layers over here it's an app over here and it just overlays that information on the map on top of all of your other layers as well does that make sense yeah it comes with its own data correct what is the source of that data the source is regrad okay our national parcel aggregator okay thank you yep awesome well now let's you know take a further look at some of these Parcels now that I've identified some potential sites here that might meet my criteria so I'm going to zoom into this little area here and I see I've got a few sites here that might be useful to me and I just want to look at some more data on those sites so what I'm going to do is just click left click on one of these sites and it pops up with all of the information that's available again from that regrrid data set so I can see you know my zoning code my zoning description um parcel use um really importantly you can see the current owner name and you can also look at additional information once I add this to my selection so I'm just going to add this to my selection and I'm going to add a couple more here to my selection as well doing that same thing maybe these three are good and um I actually want so you can notice here that these Parcels that I've added to my selection are now check boxed here and this table gives me all of the data all of the fields that is available about those Parcels so what I might want to do is just look at only the selected rows so I just filtered out everything that I haven't added to my selection and now I can scroll through here and see my zoning description use code um some things that are are good the exact acreage the owner again and then things like um the land value or the parcel value which is from um the assessor the county assessor generally and there's also oftentimes um the most recent uh assessed value as well and we'll look at that uh later on in this uh demonstration um but what I've decided is you know I want to keep these three sites to take a deeper look at later so there's a couple of things that I can do now that I have these sites selected and I have this use selection button here and if I click that I can see all of my options that I can do with those selected sites I can download the data to a CSV so everything that shows in this table I can just download it as a CSV to use externally if that's useful to me I can add those parcel outlines to my current project so maybe I have one giant project that I'm working on and I want to add a bunch of parcel outlines to that project um I can create a new project from the overall outline of all three of these so what that'll do is it'll find the sort of greatest common uh outline of all three of these parcels and create a new draft project from that or what I'm going to do today because I want to track each of these Parcels separately as options is create a new project for each of those Parcels so when I create click create projects for each and it tells me it's going to do it three times it's going to create one new giraffe project for each of these Parcels so let me do that it's just going to quickly do that in the background and now as soon as that happened you'll see that they turned black and that's because they've been added to my portfolio of projects which is which what's displaying here in this portfolio layer um so that's everything that I wanted to do with site search today so I can actually close that app now but I did want to point out that there is a lot more that you can do with this um with the filters in site search so you can filter by acreage of course which I showed but um you know you can filter by last sale date last sale price you can start searching by who the owner is if you want to find everything that's owned by the same person you can do a search that way the the possibilities are really really wide with this site search app and it's really really useful for this prospecting more uh use case um before we jump into using that portfolio of projects for anything does anyone have any questions about reviewing the project data or using that data to either export or create projects from it nope no questions that's fine by me um so now we can just take a little bit of a zoom out here um I'm gonna turn down some of these layers just so that it's a little bit clearer on the map turn down my wetlands and my flood Hazard zones and my Contours a little bit so now it's a little bit easier to see what we're looking at here um so this whole area I've been doing some prospecting before I started my three projects here today with you all so I have some additional projects here that I've already been working on if I want to see information about those projects there's a few ways that I can do that I can click on the outline here I'm going to zoom in a little bit click on this and I have the option to open that project or review that project settings so if I click on settings it'll open up this project settings panel which should be pretty familiar to you all um in the project settings panel you can do things like um set give the project a description you can change the project name you can again open that project up and start drawing and designing within that project outline and you can also adjust information about that project so in this workspace we have some properties that are set up uh about all of our projects that we want to track portfolio-wide and this is where you start getting into using your data as instead of on a project by project basis doing analysis you can start to do an analysis on your entire portfolio um and it's really helpful for uh just keeping track of your work and your pipeline so we'll go through all of those all of those steps and why it's important to set this up but looking here under my properties I can see that in this workspace some of the things that we found important are those environmental factors that we discussed is it in a flood plain is it does it have Wetlands coverage does it have a steep slope things that are proximal to that that project does it have railroad or Highway access does it have any kinds of points of interest that might affect the value or the attractiveness of that site and then finally what is the status of that project um so what I've done when I just created these three new projects is they've all been added to just the tracking status but I can adjust the status to move it along in my project pipeline so maybe instead of being under tracking this project is now in the concept stage and that means that I've taken it past here's just some sites that I might be interested in now I'm going to use that project and actually put some data on it as in do some drawing start doing some feasibility start getting an idea of if it's going to be useful to me I can track here who the project owner is and then who who the client is that I'm doing this prospecting for so maybe you're a broker or you're working with um you know different groups even within your your business you might have different business units there's ways to track who that uh project is pertinent to using these fields um now all of these fields are 100 custom to every unique workspace so I'll show you how to add new fields in just a moment here um but what's important to note is when you purchase giraffe we don't actually determine any of those workspace properties for you there's something that you can set up custom to match your specific workflow so of course today I'm showing an industrial use case but if you work more on residential or retail or doing larger Master plans your fields that are important to your business might be different and um that's why we make it so easy for you to set up new custom fields that would be pertinent to you so let's on that note actually add in another field so something that we didn't have in our workspace yet is product type and all of these industrial sites of course might be different types of industrial product it might be data centers or it might be warehouses or my team might actually do prospecting for multiple different types of developments like maybe I have a residential team in my office and I don't want to get my industrial projects mixed up with their residential projects so we can do some work there by adding a property to track that so I'll just go into admin and into settings and in settings we can adjust our workspace properties so you'll see here these are all the properties that we saw in the project settings so this is where they were determined and I'm just going to add a new property here and when I click new property I get this modal that allows me to put in information about that property so there's multiple different types that you can use the input type here so there's number text date toggle which is like a check box select which is a drop down text area file I'm going to do a Select Property today because I want to pre-determine what those product types are but I could just as easily just use an open text field and let people free type in there if I wanted to but let me just click select and when I do that it adjusts my options based on that property type and here I'm going to determine what the name of that property is and what I want the name of the property to be is the product type and I don't want it to be in all caps product type now the name of the property versus the label of the property is um an important thing to understand and it can be a little bit confusing um but the name of the property you can only set that at the time when you first create the property and then basically it gets locked in in the background as the key or code or signifier for that property whereas you could then later on change the label of the property like instead of product type maybe you wanted it to just be product or maybe you wanted to turn it into product types so you can change the label later on um but the name is locked in after the first time that you said it um here I can also give this property a description so if I wanted to help future users understand what the purpose of this property is I could give it a description like this is the type of buildings that will be in this project just to give people some information about what that means um and then the next section here is where I'm going to define those drop down values in that drop down option for my select so the same way here as name is the name of that um of that property that can't be changed later same thing with the select options the value is set once and then you can change the label later if you need to for some reason so I'm going to give this Industrial data center I'm going to do a few industrial types just for my demo today Warehouse and then add one more Industrial Manufacturing great so now I have these three options I can tell uh draft whether I want this field to be required or not which means a user will be required to select a option from this drop down when they save their project or I can also select a default value so if I want by default all of my projects to be assigned data center I can set that as the default value I'm not going to do that here I'll just leave it as no selection and then I'm going to save that and it has dropped this new property here at the top um I want it to actually display in a different place though so I'm going to drag it down here to be underneath client and now I have these ordered in the way that I would like them to display to the end user later on and if I open draft back up to that map and click on one of my projects here and go to the settings that new product type is now a drop down option where I can select the product type that I might put on that um on that site while I'm in here I'll also add in the information that this is near a highway or near a railroad and it doesn't look like it has any flood or Wetlands coverage so I'll just leave that perfect great so uh any questions about adding a um adding a new property and what the purpose of those properties is I have a question um so these properties will be applied to all the projects in that workspace correct and then if you update it later it will update them in the in the projects themselves yes okay cool great okay well next next step here let's actually make these black rectangles on the map more useful because you know it is it is somewhat useful to just see where potential projects are located um excuse me but you know it might be better to see a little bit more information about these so if you're familiar with lens from our last feature Friday some of this will be familiar to you um but I'm just going to on my portfolio layer which is a special layer type in giraffe that shows all of your projects I'm just going to activate the lens filters on here and I'm going to do some styling so the first thing that I want to style here is actually my labels because right now by default all it's showing me is the name of the project in that label and I want to add a few more pieces of information to that label so things like the status the client and maybe the product type and as I add those it's going to add that information to my label already this is much more useful I can see who the client is assigned to this I can see what the status is so which projects are just projects that I'm tracking versus which projects I'm actually working on but I can even take that a step further so if I want to just quickly get a visual of these things I can actually color these outlines by um by any of these properties so um maybe I want the outlines to be colored by um not product type because I just added that by status and now I can see really quickly okay anything that's red those are just projects that I'm tracking like I'm not actually super um super worried about those projects yet they might turn into real projects later whereas a project that's you know in the permit phase this one's a hot one to be paying attention because that one is you know going to be coming up for being under construction soon um I can also just like in the regrad app I can view these as a table as well so there's the show table button down here in the bottom and if I open that up it's going to show me a list of all of my projects and again I can do some selections here and have it show me just those selected rows so that can be really useful to you know just get a quick overview on your map of what the information is about these projects and you'll also see that in addition to the information that we've set at the workspace level there's all of these additional properties that are on these projects and that's because I created these projects using the re-grid site search app so it has added all of that regrid data to the project data as well which is super useful because I can do things with that like color these projects by their parcel value or filter by the owner and just sort of you know start segmenting my data based on even additional data sets outside of my preset project data and I'll show you in a second how to do some of those things with using the outside data as well so now I've got you know this pretty useful view of my projects and even more so I can see here that these two you know these projects that I created today actually didn't set all of the data for these yet so I can set up you know my um my client and my project owner and all of that stuff from the map just really easily by seeing that that wasn't set yet because it doesn't have a color once I'm happy with this view I can also save this view to be used later in the future so I've got my view here um in this portfolio set I can do save as and just give it a name so this is a portfolio by status perhaps that's what I want to call it just save that and then later on I will be able to select this quickly so um if I X out of this and I want to add this layer to another project I can add another portfolio layer to my project and create that new portfolio layer and you can imagine if you have multiple um portfolio views set up having those pre-saved options can be really useful so I can just pull up that portfolio by status version and reuse it again just get rid of that one so any questions there about styling my portfolio and reviewing it on the map okay can I can I ask the question please you said that uh the data if you since you created those projects using re-grid that the data from rigrid comes with it um is that the case if you already if you import if you add regrad to a project later no it's not it has to be there one when you create did the project okay thank you yep all right well let's let's take a look at slicing these maybe another way um so of course looking at your projects on the map is super useful all of them are you know a real place in the world so it's great to see where they're located but this specific view isn't so hot for pipeline management so what we've created for pipeline management is we've taken sort of a cue from your agile product development so from software development and we've added the kanban view to giraffe so let me tell you a little bit about what kanban is if it's something that you're not familiar with um it's an agile product project management system and it turns your pieces of work into cards that display on a board so it's really easy to see all of your work in one place and what status or however you want to slice it that work is in it gives sort of it gives much better transparency and consistency to your project management so I'm a big kanban believer I have used this for project management in many any of my previous positions and we use it internally at giraffe to track all of our um all of our software development and all of our you know marketing com Communications and everything we do tracked on kanban boards so highly um you know I'm a believer that it's really really great for project management so it's really cool that you can use it to manage your pipeline in giraffe as well so let me show you just from scratch how I created this board so I'm just going to um go blank here and what I want to do is show all of my projects sliced in a way that will help me to manage them so um the group the grouping that I select here determines the columns that are in that kanban so you know the really classic one is to group it by status and if I group it by status here um I will need to then adjust the order a little bit but that's fine so I'll go concept permits due diligence diligence after permits there we go perfect um and now I can just see all of my projects sort of uh displayed in this order and super quickly I can tell okay all the stuff in tracking obviously there's always going to be a lot of things sitting and tracking because it's um you know waiting to be actually worked on um I can see that there are some here that don't have a status applied and look how easy it is to just adjust um that property by just clicking and dragging on these cards so now all of those projects that didn't get a status initially now they have a status applied um so as you're moving things around in these uh columns it's actually updating the data on your projects which is super useful super fast um but you know right now it just has my project name and no other information so just like the map maybe that's not super useful I might need some more information here to really help me understand what I'm working on um so what I can do is then further color those projects by any of these properties um and one that might be useful to color them by might be the client so if I select that color them by the client I can now see quickly you know like Mega Corp I've got a project in permits for them so they're probably one that I really want to be focusing on um and then in concept and due diligence both we've actually got all of our projects for Acme Corp are either in concept or due diligence so those ones are really moving along so just like super quickly visually I can look at this and really tell you know who is moving along in my pipeline who I should be giving more attention to and maybe what my more important items are um I can give these cards again more information so maybe I want the project owner to be on here um maybe I want to display the client on the card and then maybe here I can start to take advantage of some of that regrad data so maybe my um my parcel acreage I want to display on there um maybe I want the parcel number on there um just so that I have additional information about those projects that we're working on um and then Additionally you know right now this is showing the projects for everyone in our workspace maybe I want to make one that's just showing my projects and I can do that by adding filters so if I filter this to project owner foreign now I don't have to look at any of James's projects and this helps me to really focus on what my specific workload is and where I'm at in the process um if I want to go back to viewing everyone's projects I can just delete that filter and now it comes back to showing everyone um and then the last thing that I think really takes this to the next level excuse me is the aggregation feature so I can aggregate some information about all of these and a really great one is the parcel value so if I aggregate my parcel value I can look down here at the bottom and see look I've got you know 5 million of my pipeline in in permits whereas due diligence you know these Parcels aren't worth as much so I've only got one million in there but I've got another 4 million coming up in the concept pace and this really helps you hone in on okay where are the roadblocks in my project process is everything getting stuck in concept what can we do to maybe move some of that money along into more phases so you know we can start billing or we can start um if you're a broker start collecting your commissions on those on those Parcels so I love um aggregating by that parcel value and that is a property that came in from regrid so um I could choose to aggregate by other things like maybe I wanted to use the assessed value um or some other value that is available or I could create my own custom number property um in my workspace properties that's maybe this is how much I'm billing for this project um any way you want to slice it it's that aggregation feature is excellent for just seeing where everything is maybe getting bottlenecked or roadblocked in your um you know in your cash flow so I love using it that way um now that I have a uh board that's useful to me I'm just gonna save it so I can save that board and I can give this a new name so this is my status um projects whatever name you want to give it and now I can actually have this be my default every time that I open up kanban so if I just click on that action again and do toggle favorite now that this one is starred every time that I go to my kanban view this view that I've built for myself is my favorite and it'll be there every time so it's ready for me to come in here and really look at my data in a way that's useful to me so um any questions about kanban did I make any of you a Believer today there we go it's fine maybe maybe you have to use it to become a Believer but I'll be right there um right there to help you if you have any questions about it or need help getting it set up because truly I think it's going to help you take your projects to the next level by really being able to manage them in this format um one last thing I want to show you is um first of all from here you can also open up your project settings so if I wanted to view some even more information about this Westmoreland Road Project I can just click the pencil and open up all of my project settings here as well and then I can open this project also from here so if I need to dive into that project and do some things um easy to do from kanban view um and then lastly if I open up my map again just jump back to that map um that what I want to show you is our portfolio lenses and our kanban boards are actually kind of one-to-one the same thing so the data that's displaying here is really the same data that's displaying in your kanban it's just showing your projects in a different format so what I can actually do is go into my layer options and here where I can select this drop down of different views I can um pull up that status of projects kanban board that I just created and what it's going to do is show me the exact same information that I set up on that combat board so remember how we told it to on the on the card show us the acreage and the parcel number and it's colored by um by a client same thing here um so this is a really great way to bring consistency to managing your your projects by using those saved uh lens board views as either on the map or in your kanban so um in that way also if I had some filtered filters applied it would have removed all of the projects from this map that didn't apply to that filter so really really useful way to keep your data clean and give you some some ways of doing some double checks so here I am in my kanban board here's the status of everything let's see where all of those projects are located on the map just to make sure that we're you know situated in a good way all right um so that is really the prospecting to uh portfolio management to pipeline management workflow that I wanted to demonstrate today um had a lot of fun going through this this workflow it's one that um that we we don't demonstrate as much but we really should because it's a really really good one um so you know we have a few more minutes left here in the hour if you want to stick around and ask questions please feel free um but with that that concludes my demo and I'm very happy that you came to join us so thank you everyone thank you Holly yeah thank you thanks Holly thanks Steve