Session 4: Key Performance Indicators
Making Your Dashboard Solution
Transportation-Focused
Patrick Callahan
AST Corporation
Practice Director, Business Intelligence
Background
Transit’s BI Business Case
AST’s Transit BI Approach
Lessons Learned
Recommendations
Wrap-Up
Established in 1995 – Service and Solution Firm
Focus is Oracle Analytics and eBusiness Suite
Highest Level of Oracle Partner – Platinum
2009 Oracle Public Sector Partner of the Year
Oracle Public Sector BI - Pillar Partner
Broad experience with Transit & Public Sector
About AST
Indianapolis Airport Authority Greater Cleveland Regional
Transits’ Many Stakeholders
Passenger Community Government Business Agencies Watch Dog Groups StakeholdersAligning to the Agency’s Goals
Improve Transit Services Develop an Effective and Efficient Workforce Enhance a Safety-Conscious Culture Many Others…Business
Intelligence
solutions are
most effective
when metrics &
KPIs reflect the
organization’s
strategic goals
and objectives
…and when the
solution can
adapt to
organizational
shifts in
priorities
Common Transit Pain Points
Analysis/Action Performance Strategy Executives & Board Managers Analysts SupervisorsWhere to focus resources? Data trustworthy?
Hard to tell the Agency’s story. How does the agency compare to
peers?
What to focus on? How to measure/baseline?
Timeliness of data. Compliance with regulatory
inquiries. Customer concerns. Lack of time to analyze data. Time consuming to obtain data. Manual processes are error prone.
Too many sources of data to manage.
Support Information Technology
Architecture does not support Analytics.
Patchwork technology. Spend too much time on special
Common BI Challenges
48.2% 40.8% 37.6% 35.9% 24.5% 21.2% 15.1% 10.2% 1.6% 0% 10% 20% 30% 40% 50% 60%Data resides in disparate systems
Data is often incomplete or has errors We don’t get information fast enough to take action Employees are too busy to use business intelligence tools
Employees receive too much unnecessary business data Corporate executives do not understand the need for employees to have access to business intelligence tools
Our business intelligence tools are too complicated Corporate executives are unwilling to share data with
external third parties.
None of the above; there are no challenges
Findings from Transit Customers
“Its scary how many of our „business rules‟ are embedded in spreadsheets”
“To do my job, I need to ask 15 different people for 30 different reports”
“When it comes to data and reporting, its always „I‟, but „we‟, as an organization need to know, share and collaborate”
“Exception reporting and alerts would certainly help me”
“We have invested millions in key systems. Investing in a modern reporting/BI strategy will enable us to get value from those systems”
“I spend half my day collecting and reporting on data in
• Meeting your reporting requirement • Expand to include TCRP insights • Better support for audits
COMPLIANCE
• Route/Stop and Fare Analyses • Ridership initiatives
• Recapturing opportunity loss FUNDING/REVENUE
GENERATION
• Single point of data consolidation • Reallocation of resource time • Elimination of redundant activities COST REDUCTION
• Centralized business rules • Data governance support • Alerting capabilities RISKANALYSIS • Customer satisfaction-focused • Comparative surveys COMPETITIVE ANALYSIS/ADVANTAGES
ASTRA is the Analytical Scorecard for Transit, based on
industry leading Oracle OBIEE Technology
Pre-Built Analytics based on TCRP Report 88 guidance
covering all Transit operations (100+ KPIs)
- Availability - Capacity - Community - Economic - Safety & Security - Maintenance - Service Monitoring - Travel Time
Provide an open architecture to integrate data from any
transit data source
Targeting KPIs Across the Agency
• % Person-Minutes Served • Frequency
• Service & Revenue Hours • Vehicle Coverage AVAILABILITY • Seat Capacity • Person Capacity • Passenger Capacity • Vehicle Capacity CAPACITY • Efficiency • Service Denials • Reliability Factor • Various Demographics COMMUNITY • Service Interruptions • Road Calls • Spare Ratio • Vehicle Age MAINTENANCE • Ridership • Peak-to-Base Ratio • Productivity • Mobility Index ECONOMIC
• Average/Maximum Travel Times • Delay • Travel Speed • Pass-Ups TRAVEL TIME • On-Time Performance • Run-Time Ratio • Complaint Rate • Customer Satisfaction SERVICE MONITORING • Accident Rate
• Passenger Safety Rate • Crime Rate
• Station Overruns
SAFETY & SECURITY
ASTRA Highlights
Pre-Built
Analytics and
Dashboards
New
Analytics
Potential
Business
Intelligence
Foundation
Dozens of metrics Dozens of dashboards Leading BI Technology Integrated solution Open architecture Based on Industry guidance (TCRP) Common APIs Extensible Target StrategyFast and Easy Dashboard Creation
Agency Often Needs Education on “BI”
Reinforce their opportunity to make the agency “smarter”
One Size Doesn’t Fit All
Users across the agency have different requirements, though
the KPIs ought not to change much
Data Quality Can Be Challenging
Specialized routines for data cleansing and matching may be
required
Business Rules Will Differ Across Agency
Agreeing on the rules (e.g. factors, etc) can take time Centralizing the rules is key
Data Validation & Acceptance Is Crucial
Especially when “estimates” are being replaced with real
numbers
Ensure Sponsorship is Clear
Possible mandates to use/accept of new data and reports
Utilize Industry Standards
TCRP Reports 88 & 141 are great resources
Focus on Organizational Change Management
Consider initiatives to improve adoption
Provide Capabilities for Different Users
Ad-Hoc capabilities for “super users”
KPI dashboards for senior management and executives
Interactive dashboards and pro-active alerts for management
(detailed data must be made available)
Derive the “Right” Scope and Rollout Plan
Consider a multi-phase roadmap and piloted rollout
For More Information…
Visit www.TransitDashboard.com
Register for free webinar on April 7th
Patrick Callahan
Director, ASTRA Product Development
888.278.0002 x246