Case Study – Community of Metros Benchmarking Group

Research: Recruitment and Retention

August 29, 2023August 22, 2023

The entire recruiting environment has changed greatly since the COVID-19 outbreak therefore many metros have experienced new issues in recruitment and retention. In addition to the pandemic impacts, other factors, such as rising cost of living, expectations of younger generation, and aging workforce, make recruitment and retention more challenging than ever before. The study looked at the extent of recruitment and retention issues that are experienced by metros, identifying reginal difference, key drivers, and most affected roles. It also reviewed staff turnover rate and average time to fill in vacancies in recent years, and the COVID impact on both indicators.

Regional difference in recruitment issues faced by metros

The report outlined implemented improvements and initiatives, with a summary of the emerging trends in improving recruitment and retention performance. Metros’ long-term plans for recruitment and retention and their advice based on their own experience are also covered in the report.

Research: Drivers of Metro Ridership

August 29, 2023August 14, 2023

Ridership has taken on dramatically more importance at metros since the early pandemic, when public transport demand collapsed in an unparalleled way. Metro operators have observed notable changes to travel patterns since the COVID-19 outbreak and therefore have been closely monitoring ridership trends, adding ridership-related KPIs to strategic scorecards, and proactively marketing and promoting their services in new ways.

The study summarises the main enablers and barriers of ridership, metro expectations for long-term demand forecasts, and metro initiatives to drive ridership growth. The initiatives taken by metros before and during the pandemic to promote ridership growth were explored in the six key categories as shown below.

Community of Metros News: Virtual Events from January to July 2023

August 29, 2023August 1, 2023

In addition to the resumption of in-person meetings, COMET continued to run the full virtual events programme in 2023. The virtual events held from January to July include:

Case Study Webinar on Drivers of Metro Ridership, Data Governance, and Energy Efficiency. Members heard presentations from TSC on the key findings of the studies, and from metro highlight presentations delivered by specific metros who have advanced development in the areas.

General Meeting occurred in February and July for members to share the latest development and challenges. TSC presented the latest findings from case studies and data benchmarking, as well as the recent activities and work programme of COMET.

Research: Data Governance

August 29, 2023July 31, 2023

Transforming the large volumes of raw data that metro operators collect into actionable intelligence is a challenging task, yet critical to enhance operations, improve customer service, and develop effective future strategies. To overcome these challenges, good data governance is needed to support data management, enable informed decision-making, and ultimately improve overall performance.

Data governance mainly focuses on data-driven decision making and provides a framework for managing data throughout its lifecycle, ensuring its quality, security, privacy, and effective utilisation. It aims to assist organisations in deriving maximum value from their data assets while minimising risks and complying with legal and regulatory requirements.

The study details three main aspects of data governance (organisation, technical, and business) and presents a data governance roadmap along with metros’ best practices.

Research: Combatting Crime and Disorder on Metro Networks

August 29, 2023June 30, 2023

Managing security – and perception of security – is a growing challenge for many metro operators. In North America and Europe where crime and disorder is a significant concern for metros, perception of security in public spaces has been influenced by wider quality-of-life issues that pre-dated COVID-19 related to homelessness, drug and alcohol use and mental health. The pandemic also raised new challenges of staff unavailability and lower ridership which reduced the presence of ‘active bystanders’ on metro networks.

As such, the study aims to understand changes in crime and anti-social behaviour since the pandemic began, and to share initiatives implemented by metros to reduce incident rates and to improve customer perceptions of personal safety. This report contains data compiled from twenty-seven COMET members, including an in-depth interview with the Deputy Chief of Police at San Francisco BART. It reviews factors impacting crime in metros, key barriers to improving security, incident rates during pandemic, as well as opportunities and actions to combat crime and disorder.

Research: Sustainability and Environmental, Social, and Governance Factors in Metros

August 29, 2023April 28, 2023

Environmental, Social, and Governance (ESG) is an approach to sustainability that reflects social responsibility and care of employees in addition to environmental impacts. It is a concept that is influencing companies around the world, who are motivated by climate change and changing societal expectations.

The first and foremost motivation for studying ESG across COMET members is the intensifying climate change crisis. As transport is a major contributor to carbon emissions, there are discussions on how to decarbonise all forms of transport. From the societal perspective, there are shifting attitudes and expectations about inclusivity, transparency, and transport as a social good, to which the information age has brought greater awareness.

The study are compiles metros’ ESG policies and strategies and explores the measurement and monitoring tools used by member metros as well as the challenges and lessons learned from implementation. It reviews policies, initiatives, and data in selected areas of focus such as energy, environment, diversity, and public engagement.

Research: Digital Transformation of Rolling Stock Maintenance

February 17, 2023January 20, 2023

Digital transformation of rolling stock maintenance includes using remote condition monitoring to collect real-time train information as well as using digital tools for rolling stock maintenance. Through digital transformation, metros expect to improve fleet availability, asset reliability, and maintenance efficiency.

This study brought together information from 30 metros, exploring the current condition of rolling stock maintenance and metros’ plans associated with digital transformation. Metros’ current and planned projects for digital transformation of rolling stock maintenance were summarised across five key areas: monitoring, maintenance depot systems, organisational structure, data management, and data security & performance monitoring.

To support metros along the digital transformation progress, the study also provided recommendations on the future road map for digital transformation of rolling stock maintenance. It laid out the key principles during different stages of digital transformation including planning, developing, testing, and implementing stages.

Research: Customer Assistance in Low Staff Environment

February 17, 2023December 22, 2022

In recent years, the use of self-assistance tools in stations has accelerated – driven by technological development, staff shortages, and reduced face-to-face contact during COVID-19. Considering emerging financial challenges, many metros are now reviewing station staffing models with the aim of improving operational efficiency while maintaining a good customer experience. Changing customer behaviours and staff shortages are key drivers of staff reductions, but there are also other drivers affecting station staffing models such as external policies and levels of crime.

Factors Affecting Station Staffing Models

This study included responses from 31 metros reviewing factors impacting staffing level decisions, customer service challenges in low staff stations, station staffing models, and opportunities to reduce staff. Examples of innovations to reduce staffing requirements across key areas of station staff responsibilities e.g. ticketing and customer information, were also presented, along with best practices carried out by metros and the most impactful tools used by both customers and staff in low staff stations.

Research: Staff Retirement Trends

February 17, 2023December 2, 2022

Managing an ageing workforce is a challenge for many metro operators, with some reporting large waves of retirement where significant numbers of highly qualified and experienced staff are lost. The impact of this on metro operations has been compounded by staff shortages more generally related to recruitment and retention challenges since COVID-19 began. The study included information from 27 metros with regard to their growing staffing concerns and best practices for managing staff retirement.

Metros reported the impacts of retirement, retention and recruitment on staff shortages pre COVID-19, now and in the future. By 2022, almost half (48%) of metros perceived recruitment to be an issue, while retirement was considered a major or minor issue in a quarter of metros (26%) and retention had become an important issue in a third of metros (35%).

A number of measures have been taken by metros to respond to short-term staff shortages, and in the longer term to help retain institutional knowledge. The study identified good practices and actions for mitigating impacts of staff shortages and addressing longer term skills gaps.

Research: Flood Management in Metros

February 17, 2023October 28, 2022

Flood management is an increasingly emerging issue for metros associated with climate change and extreme weather. Most metros are expecting more frequent flooding events of greater severity in the future, and are thus interested in learning from each other on flood prevention and management. This study gathered information from 31 metros and looked into influential factors to flooding, velnerability assessment, and flood prevention and management initiatives.

Managing a flood is similar to incident management more widely. An operational response process starts an alert, an incident is declared, the situation is managed / water is contained, and operations are managed to prioritise safety, maintain service levels where possible, and keep customers informed.

Based on metros’ previous experiences with flooding, the study presented the key lessons learned by metros and their improvements for flood preparation and management. These cover the areas of infrastructure design, operational response, as well as maintenance and inspections.