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1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc, BA, LEED AP MASc Candidate, University of Toronto ITS Canada ACGM 1-4 June 2014

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Page 1: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

1

A

Business Intelligence Platform to Support

Fact-Based Decision-Making for Public Transit

Alec Knowles, BSc, BA, LEED AP

MASc Candidate, University of Toronto ITS Canada ACGM 1-4 June 2014

Page 2: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

How many of you have…

heard of Business Intelligence (BI) tools?

used BI tools?

extensive experience with BI tools?

come to the wrong room but feel too embarrassed to leave?

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Page 3: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

What does “fact-based decision-making” really mean?

Why fact-based decision-making? Why BI? Pilot Project:

Background

Data Preparation

Business Intelligence Tools (MicroStrategy)

Lessons

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Page 4: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

1. fact, n.

Something that has really occurred or is actually the case... as opposed to what is merely inferred...

2. decision, n. The final and definite result of examining a question; a conclusion, judgement…

1 + 2 = A judgement based on truths known by actual observation, as opposed to what is merely inferred

Source: Oxford English Dictionary, 2014 4

Page 5: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

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Page 6: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

Visualisations

Aggregation is automated instantaneous data slicing Live updating of results empowers near real-time monitoring Consistency from one report to the next

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Page 7: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

What does “fact-based decision-making” really mean?

Why fact-based decision-making? Why BI?

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Pilot project:

Background

Data Preparation

Business Intelligence Tools (MicroStrategy)

Lessons

Page 8: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

London [Ontario] Transit Commission, IBI Group, U of T (c/o NSERC)

Trapeze previously providing basic diagnostic tools as part of CAD/AVL & APC software

Pilot to produce Key Performance Indicators (KPIs) Percent Seated Capacity

Schedule Adherence

Overload Events

Percent Scheduled Revenue Service Hours

Running Time Adequacy

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Page 9: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

SQL

Databases, tables, and columns, oh my! data dictionary

Data joining 50-80% of total time Data cleaning Overload events

Sample output Excel BI tools

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Page 10: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

Microstrategy

Cloud-based (Analytics Express)

Demo (screenshots)

Disclaimer: this demo relies on an interim, incomplete sample data set intended for illustrative purposes only.

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Page 11: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

Summary: System level view of all KPIs.

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Page 12: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

Percent Seated Capacity: Ratio of passengers on board to

total seated capacity.

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Page 13: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

Schedule Adherence: On-time performance as a

percentage of total trips.

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Page 14: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

Percent Scheduled Revenue Service Hours: Ratio

of revenue hours served to scheduled revenue hours.

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Page 15: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

Running Time Adequacy: Percentage of timepoints/trips

with insufficient, excess, or sufficient run time.

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Page 16: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

Acquire data dictionaries / schematics ASAP Data analysts / wizards need not apply Allow more time than you think to clean data

Thoroughly research BI software options

Maintain a clear picture of the desired end

result – from both a BI & KPI perspective

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Page 17: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

ITS Canada webinar (28 Feb 2013): starring John George (IBI Group), Gerry Akkerman (Translink), Bill Menzies (Dillon Consulting), Dr. Bruce Hellinga (University of Waterloo); hosted by Rajeev Roy (York Region Transit)

Wilson, N.H.M. (2013, January 25). Making Use of Automated Data Collection to Improve Transit Effectiveness. Bus Rapid Transit Centre of Excellence. Webinar [Video file]. Retrieved from http://www.youtube.com/watch?v=sWQkxkCuQPY&list=UUQgnrhQ9goiZ7WxL38bf19Q&index=1

Zhao, J. (2004). The Planning and Analysis Implications of Automated Data Collection Systems: Rail Transit OD Matrix Inference and Path Choice Modeling Examples. Doctoral dissertation, Massachusetts Institute of Technology, Cambridge, United States.

Image sources: http://daveberta.ca/wp-content/uploads/2011/06/Money.jpg

http://www.microstockdiaries.com/are-you-a-quality-microstocker-or-a-quantity-microstocker.html

http://www.silveroakcasino.com/blog/online-roulette/online-roulette-bonus.html

http://powerlisting.wikia.com/wiki/Black_Hole_Manipulation?file=Supermassive_black_hole.jpeg

http://img3.wikia.nocookie.net/__cb20120622020658/simpsons/images/f/fe/Wizard.jpg

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Page 18: A Business Intelligence Platform - ITS) Canada Business Intellige… · 1 A Business Intelligence Platform to Support Fact-Based Decision-Making for Public Transit Alec Knowles, BSc,

Thank you

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Acknowledgements: Dr. Amer Shalaby, U of T

Yuval Grinspun & John George, IBI Group Patrick Cormier, LTC

Paul Luong, Data Wizard