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e-Transit: Electronic Business Strategies for Public Transportation, Volume 9, Transit Enterprise Architecture and Planning Framework

Transportation Research Board, National Academy of Sciences. TCRP REPORT 84

This report presents multi-faceted methods, tools, and examples within a framework to help transit agencies successfully implement technologies. The report describes the connections between a transit agency’s business and the technology, assists with building the business case for specific investments, highlights different financing options, provides guidance on an enterprise-wide approach to create more efficient and effective system deployments, and provides a method to show the benefits of a technology investment.

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The report provides a framework that incorporates five systems management disciplines: Enterprise Architecture Planning, Business Case Methodology, Systems Engineering, Financial Implementation Methods, and Post-Implementation Assessment.

The declining costs of communications, data storage, and data retrieval are accelerating the opportunities spawned by the Internet and other information and communications technologies. Choosing and sequencing investments in technologies, processes, and people to reduce costs and increase productivity present challenges to the transit manager, who must weigh the costs, benefits, and risks of changing the ways services are delivered.

CONTENTS

1 Executive Summary

1 Project Overview

2 Phase I Results

4 Phase II Results: Reference Enterprise Architecture for Transit

7 Chapter 1 Introduction

7 Project Objectives

7 Transit Enterprise Architecture and Planning (TEAP) Framework Objectives

8 Final Report Scope

9 Chapter 2 Research Approach—Methodology

9 Phase I: Development of the TEAP Framework

10 Phase II: Reference Transit Enterprise Architecture Process

11 Chapter 3 State of the Practice

11 Summary of Results

11 Enterprise Architecture and Enterprise Architecture Planning (EA/EAP)

11 Business Case Methodology (BCM)

14 IT/ITS Funding Implementation

14 Systems Engineering (SE)

15 Post-Implementation Analysis (PIA)

17 Chapter 4 Development of the TEAP Framework

17 TEAP Framework Overview

20 TEAP Framework Wiki Overview

21 TEAP Guidebook

24 Chapter 5 Reference Enterprise Architecture for Transit

24 Purpose of a Transit Enterprise Architecture Process Reference Model

24 Methodology Used to Develop the Reference Enterprise Architecture for Transit

25 What Is in the Reference Enterprise Architecture for Transit?

25 TEAP Metamodel Overview

25 Overview of the Reference Enterprise Architecture for Transit

28 TEAP Solutions for Fare Management

30 Chapter 6 Evaluation and Next Steps

30 Evaluation Phase Goal

35 Summary and Key Findings

36 Conclusion and Final Comments

37 References

38 Abbreviations and Acronyms

Appendix A Guidance for Transit Managers

Appendix B State of the Practice Synthesis

Appendix C Validation Report

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