Sustainable Integrated Fare Management for Public Transport

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1 Sustainable Integrated Fare Management for Public Transport i-transport Conference Wednesday 4 September 2013 The linked image cannot be displayed. The file may have been moved, renamed, or deleted. Verify that the link points to the correct file and location. Presenter: Neil Frost CEO - SAHA International (Pty) Ltd Image: GSMA M Ticketing Whitepaper

2 Content Page Sustainability and Economic Growth Urban Transport - Overview Urban Transport and Technology Digital-Aged Transportation system Integrated Public Transport and Payment Interoperability Generic Enterprise Framework Business Business Process Information Application Data Privacy & Security Technology Achieving AFC Integration Typical System Single Platform Proposition Image: NFC Forum 2 2

3 Sustainability and Economic growth As Cities expand resources are placed under pressure Congestion becomes a major issue Cities therefore invest in numerous Transport and PT solutions that could include; Commuter Heavy Rail, Commuter Light Rail, Trams, Ferries, Bus Rapid Transport, Bus services, Mini-bus services and others. To ensure economic growth and sustainability these services need to be delivered as efficiently as possible with a focus on commuter convenience. Image: Rea Vaya Image: NFC Forum 3

4 Urban Transport Overview All Public Transport Operators Transport Authority Public Transport Metro s BRT s Taxi s Control Centres 4 Source:

5 Urban Transport and Technology The arrival of the information everywhere world has opened up new opportunities to make the existing transportation network far more efficient and user friendly. The Intelligent, Digital and Smart City, all contribute to information everywhere. Coupled with new transportation and information capacity, the changes spurred by technological change and the innovations it inspires will help preserve freedom of mobility in the Transport Sector. The mobility field and use of technology will enable stakeholders to become: Massively networked, with ubiquitous connectivity throughout the system; User centred, taking into account users needs, priorities, data flows, and dynamic responses to conditions; Integrated, so that users can move easily from point A to point B, regardless of mode, service provider, or time of day; and Information, access to real time planning and management information The next generation integrated or intelligent urban transportation systems will connect all transportation modes, services and technologies together in innovative ways that pragmatically address a seemingly intractable problem. This also provides a seamless transport experience for all commuters. 5

6 Digital-Aged Transportation system Source: 6

7 Integrated Public Transport and Payment Interoperability An Integrated Public Transport system refers to a public transport system where a commuter can switch between services provided by any number of modes / operators with the minimum effort. Payment Interoperability is the fact that there is an acceptance of payment applications at the merchant point of sales who ever the issuing bank is and who ever the merchant acquiring bank is. Rx Apportionment of fees is where a single product is redeemed over multiple modes and the fees due to each operator are apportioned in the back office and are invisible to the commuter. Rx Ry Rz ISO TR Public transport requirements for the use of payment applications for fare media, recently published. Bank A $ $ Bank B 7

8 Generic* Enterprise Framework Enterprise Business Privacy & Security Business Process Application Information Data Technology *Generic because there are many standard approaches to developing an EA Color-coded (green) to indicate a business focus and (blue) to indicate a technical focus Source: Transit Enterprise Reference (TERA), Business Plan for TERA Development, Submitted to WG8 Oct. 22,

9 Generic* Enterprise Framework Enterprise Business Privacy & Security Business Process Application Information Data Technology Business defines the organization s business strategy and services, stakeholder goals, and needed process capability, identifying usage of information assets and application services complying with privacy policy Source: Transit Enterprise Reference (TERA), Business Plan for TERA Development, Submitted to WG8 Oct. 22,

10 Generic* Enterprise Framework Enterprise Business Privacy & Security Business Process Application Information Data Technology Business Process defines the business processes delivering results to stakeholders and supported by the organization showing how they are related to each other and to the strategic goals of the organization. Source: Transit Enterprise Reference (TERA), Business Plan for TERA Development, Submitted to WG8 Oct. 22,

11 Generic* Enterprise Framework Enterprise Business Privacy & Security Business Process Application Information Data Technology Information defines information assets, identifying content and usage standards. Source: Transit Enterprise Reference (TERA), Business Plan for TERA Development, Submitted to WG8 Oct. 22,

12 Generic* Enterprise Framework Enterprise Business Privacy & Security Business Process Application Information Data Technology Application defines application services to support particular business services and management of information assets, utilizing data and technology services. Source: Transit Enterprise Reference (TERA), Business Plan for TERA Development, Submitted to WG8 Oct. 22,

13 Generic* Enterprise Framework Enterprise Business Privacy & Security Business Process Application Information Data Technology Data defines data services that implement the information assets utilizing technology services. Source: Transit Enterprise Reference (TERA), Business Plan for TERA Development, Submitted to WG8 Oct. 22,

14 Generic* Enterprise Framework Enterprise Business Privacy & Security Business Process Application Information Data Technology Privacy and Security defines information access and security policies to support the business architecture and security services to enable the implementation of these policies. Source: Transit Enterprise Reference (TERA), Business Plan for TERA Development, Submitted to WG8 Oct. 22,

15 Generic* Enterprise Framework Enterprise Business Privacy & Security Business Process Application Information Data Technology Technology defines technology services to support application and data services. Source: Transit Enterprise Reference (TERA), Business Plan for TERA Development, Submitted to WG8 Oct. 22,

16 Achieving AFC Integration Business Model Framework Regulatory Environment EG; NLTTA, EFC Requirements, EFC Guideline ISO Standards Recommendations for fare payment Tender Documents Contracts Technical Specifications ITS & ICT Strategy SUPPORTING DOCUMENTS DRIVE PROJECT GOVERNANCE HIGHER LEVEL Fare Media Framework Environment Legislation (& data structures), ISO development and international practise Overview and analysis of data structure options Recommendation on data structure HIGHER LEVEL Fare Media Implementation Guide High level detail of pay-as-you-go and loyalty for fare payment High level detail of the roles and responsibilities of the different parties Fare Policy Policy guiding the implementation and operation of the fare system Business Rules Detailed guide defining key implementation and operational aspects of the back office DETAILED Fare Rules Detailed guide defining implementation and operation of fares enabling these to reflect policy MORE DETAILED SUPPORTING DOCUMENTS DRIVE PROJECT IMPLEMENTATION Channel Strategy Analyses relevant environmental influences Details possible channels Provides channel mix recommendations informs Marketing Strategy Details customer education and change management required for successful roll-out of fare payment system to the travelling public. informs Operational Plan FURTHER DOCUMENTS AS REQUIRED 16

17 Typical System Source: ÖBB PV Systeme und IT 17

18 Single Platform Proposition Taxi permits Bus Train Bicycle Special Events Chargeable & Concessionary Events ENGAGE: Interaction with Customer Customer Services People/Organisations Agreements/Contracts Vehicles FOI Apportionment EDR Module (new) Scope Fare Rules Existing Scope Asset Mgmt. HR SMS Call Centre Complaints Mgmt. Procurement Self-Service Disputes/Refund Mgmt. Issuing & Acquiring Finance Forms Source: SAP Public Transport Ticketing Short overview Management Information 18 Unsolicited Customer feedback

19 Thank You 19

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