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P R E S E N T E R
Railroad Digitalization, Reimagined
MODERNIZINGRAILROADS
How can intelligent analytics and smart process
automation simplify a day in the life of a crew manager?
Shannon Bloxom, Sr. Railroad Consultant, CloudMoyo
Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc.
Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 2
Topics to be covered
1 Crew management – A perspective
2 Day in the life of a crew manager
3 On-the-ground scenario – Challenges shared by a crew manager at a short line railroad
4 Technology landscape today
5 Automating critical crew management process and exception management
6 Leveraging analytics to unlock efficiencies and manage exceptions in crew management
7
Q and A with Grant Metcalf: Leveraging automation and analytics for effective crew
management
Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 3
Effective Crew Management – A perspective
Crew management is the most complex area of freight railroad operations
Rising complexities due to increasing crew demands, crew expectations, and
federal regulations decrease the efficiently of crew management function
Do more with less – Railroads need to optimize crew requirements based on
availability, HOS, qualifications and demands
Safety is paramount; railroads aim to administer safe and timely shipment
delivery and always be compliant with crew-related mandates
Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 4
Day in the life of a crew manager
Crew manager: Key processes and objectives
Crew boards
Mark-off
management
Crew board
balancing
Maximize crew
utilization
Scheduled crews
(PSR)
Regulatory
compliance
Reactive crew
assignments
Make crew processes
flexible and agile
Crew managers continually process large amounts of data daily to keep crew management
functions running optimally
Train and yard job schedule changes | Interchange schedules | Crew availability and mark-offs | HoS limits
Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 5
Day in the life of a crew manager – What can go wrong with manual operations
Manual management
and processing of crew-
related data has
consequences
Limited visibility to
mark-off data
Paper and email-based
data, leading to silos and
information errors
Increased number of trains,
leading to network
congestion
Rigid and inflexible
crew operations
Rising number of
grievance claims
Limited ability for
performance improvement
Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 6
On-the-ground scenario
• Often engaged in claims related to board sequence and assignments,
and have limited data records as back-up sources of truth
• Job bidding and bumps are managed manually
• HOS and tie-ups are manually captured and sent via e-mail and fax
• Manual timekeeping (200-350 forms have to be maintained each day for
timekeeping)
• Recording and maintaining vacation or time-off is a challenge as the
requests are received by emails or phone calls by another group
• There is no visibility or insights into data for accurate data analytics
Pain points recently identified by a crew
manager at a short line railroad
Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 7
Technology landscape today
• Visibility
• Predictive analytics
• Diagnostics
• Trends and patterns
Leverage to obtain critical
insights into crew utilization,
inventory management,
and compliance
Analytics
With technology, we can accelerate innovation in crew management functions
LATEST DIGITAL TECHNOLOGIES
• Process automation –
What-if scenarios
• Automatic dashboards
and report generation
Leverage to automate crew
calls, assignments, and
exception handling, and
eventually increase
proactivity
Automation
• Location tracking
• Messaging apps
• Field connectivity
• Collaboration tools
Leverage to get real-
time updates like
acceptance and tie-ups
from train crews
Social and
mobile
• Geo-synchronization
• Access anytime,
anywhere
• Data storage
Leverage to access a
single point to store
crew records
Cloud
• Halo-lenses
• Mobile devices
• Cameras
• Sensors
Leverage to create
simulation scenarios
AR/VR/MR
Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc.
Automating critical crew management processes
• Proposed crew schedules based on train schedules
and board sequencing (aka “what-if scenarios”)
• Vacancy fill rules to comply with union agreements
• Record and report tie ups, to calculate pay
• Exception management
Smart
workflows
Smart
optimizers
Automatingcriticalprocesses
Workforce
analytics
• HoS reports based on tie-up data
• Crew utilization dashboards
• Training needs for crew qualifications
• Real-time crew board balancing
- Qualifications expiration/training re-certification
- Vacations and time-off
- Union agreements and FRA regulatory
compliance
Transparency and accuracy in
crew scheduling
Accelerate crew assignments
Handle exceptions with agility
Accurate record keeping for
compliance and payroll
Identify process gaps
Drive profitable decisions
Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 9
Leveraging analytics to unlock efficiencies in crew management
Real-time access to all crew data including:
Visibility
• Board sequences
• Crew availability
• Crew locations
• Tie-up data
• HoS dashboard
• Qualifications
• Certifications
• Preempt demand surges for additional
recruitment
• Certification expiration notification to crew to
proactively schedule training
• HoS limit alerts and non-compliance alerts
• Empty crew board notifications
Actionable insights
Exception management – Analytics for certification expiration
10Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc.
Business problem
Lack of visibility into certification or qualification expiration
means that users with expired certification are still available on
crew boards
Training was scheduled prior to the crew member’s
certification expiration, which creates a strain on available
crew and causes scheduling issues
Analytics value added
• Created rule that if a crew member’s certification expired,
they would be unavailable to work on assignment
• Supervisors are less reactive and more proactive in
crew planning
• Notifications are now created to alert when crew training
needed at 90/60/30 days out
?
Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 11
Solving the Precision Crew Scheduling (PCS) for yard jobs challenge with analytics
PCS
1. Problem
• Precision Crew Scheduling (PCS0 is a subset of
Precision Scheduled Railroading (PSR), which
is based on several facets of crew
management:
- Optimum utilization of assets (i.e. crew)
- Strict cost control (minimize deadheads and
crew movements)
3. BI and predictive analytics
• Estimate crew requirement for yard crew
based on the transportation plan
• Predict qualifications requirements for yard
crew fulfillment
• Predict crew shortages for proactive crew
scheduling
2. Data needed at disposal for
PCS
• Train schedules, interchanges with Class I’s,
and planned yard movements,
• Yard crew availability and license information
4. Success factors
• Crew availability for yard movements
• Accurate crew scheduling and yard-job allocation
• On-time train movement (interchanges) with
minimum delays
• Optimum crew utilization
• Reduced deadhead and crew movement expenses
?
Because Class I’s interchange with short lines, short line railroads play a critical role in achieving PSR metrics.
Crew management for yard movements needs to be optimized and timely in accordance with the principles
of PCS.
Thank You
RAILROADDIGITIZATION,REIMAGINED
Railroad Digitalization, Reimagined
MODERNIZINGRAILROADS
Corporate Headquarters
Bellevue, WA
Phone: +1 (425) 885-5800
Mid-America Center
Overland Park, Kansas
East Center
Jacksonville, Florida
Solutions and Innovation Center
Pune, India
Phone: +91 6627 7878
12
Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc.

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How can intelligent analytics and smart process automation simplify a day in the life of a crew manager?

  • 1. P R E S E N T E R Railroad Digitalization, Reimagined MODERNIZINGRAILROADS How can intelligent analytics and smart process automation simplify a day in the life of a crew manager? Shannon Bloxom, Sr. Railroad Consultant, CloudMoyo Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc.
  • 2. Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 2 Topics to be covered 1 Crew management – A perspective 2 Day in the life of a crew manager 3 On-the-ground scenario – Challenges shared by a crew manager at a short line railroad 4 Technology landscape today 5 Automating critical crew management process and exception management 6 Leveraging analytics to unlock efficiencies and manage exceptions in crew management 7 Q and A with Grant Metcalf: Leveraging automation and analytics for effective crew management
  • 3. Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 3 Effective Crew Management – A perspective Crew management is the most complex area of freight railroad operations Rising complexities due to increasing crew demands, crew expectations, and federal regulations decrease the efficiently of crew management function Do more with less – Railroads need to optimize crew requirements based on availability, HOS, qualifications and demands Safety is paramount; railroads aim to administer safe and timely shipment delivery and always be compliant with crew-related mandates
  • 4. Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 4 Day in the life of a crew manager Crew manager: Key processes and objectives Crew boards Mark-off management Crew board balancing Maximize crew utilization Scheduled crews (PSR) Regulatory compliance Reactive crew assignments Make crew processes flexible and agile Crew managers continually process large amounts of data daily to keep crew management functions running optimally Train and yard job schedule changes | Interchange schedules | Crew availability and mark-offs | HoS limits
  • 5. Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 5 Day in the life of a crew manager – What can go wrong with manual operations Manual management and processing of crew- related data has consequences Limited visibility to mark-off data Paper and email-based data, leading to silos and information errors Increased number of trains, leading to network congestion Rigid and inflexible crew operations Rising number of grievance claims Limited ability for performance improvement
  • 6. Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 6 On-the-ground scenario • Often engaged in claims related to board sequence and assignments, and have limited data records as back-up sources of truth • Job bidding and bumps are managed manually • HOS and tie-ups are manually captured and sent via e-mail and fax • Manual timekeeping (200-350 forms have to be maintained each day for timekeeping) • Recording and maintaining vacation or time-off is a challenge as the requests are received by emails or phone calls by another group • There is no visibility or insights into data for accurate data analytics Pain points recently identified by a crew manager at a short line railroad
  • 7. Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 7 Technology landscape today • Visibility • Predictive analytics • Diagnostics • Trends and patterns Leverage to obtain critical insights into crew utilization, inventory management, and compliance Analytics With technology, we can accelerate innovation in crew management functions LATEST DIGITAL TECHNOLOGIES • Process automation – What-if scenarios • Automatic dashboards and report generation Leverage to automate crew calls, assignments, and exception handling, and eventually increase proactivity Automation • Location tracking • Messaging apps • Field connectivity • Collaboration tools Leverage to get real- time updates like acceptance and tie-ups from train crews Social and mobile • Geo-synchronization • Access anytime, anywhere • Data storage Leverage to access a single point to store crew records Cloud • Halo-lenses • Mobile devices • Cameras • Sensors Leverage to create simulation scenarios AR/VR/MR
  • 8. Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. Automating critical crew management processes • Proposed crew schedules based on train schedules and board sequencing (aka “what-if scenarios”) • Vacancy fill rules to comply with union agreements • Record and report tie ups, to calculate pay • Exception management Smart workflows Smart optimizers Automatingcriticalprocesses Workforce analytics • HoS reports based on tie-up data • Crew utilization dashboards • Training needs for crew qualifications • Real-time crew board balancing - Qualifications expiration/training re-certification - Vacations and time-off - Union agreements and FRA regulatory compliance Transparency and accuracy in crew scheduling Accelerate crew assignments Handle exceptions with agility Accurate record keeping for compliance and payroll Identify process gaps Drive profitable decisions
  • 9. Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 9 Leveraging analytics to unlock efficiencies in crew management Real-time access to all crew data including: Visibility • Board sequences • Crew availability • Crew locations • Tie-up data • HoS dashboard • Qualifications • Certifications • Preempt demand surges for additional recruitment • Certification expiration notification to crew to proactively schedule training • HoS limit alerts and non-compliance alerts • Empty crew board notifications Actionable insights
  • 10. Exception management – Analytics for certification expiration 10Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. Business problem Lack of visibility into certification or qualification expiration means that users with expired certification are still available on crew boards Training was scheduled prior to the crew member’s certification expiration, which creates a strain on available crew and causes scheduling issues Analytics value added • Created rule that if a crew member’s certification expired, they would be unavailable to work on assignment • Supervisors are less reactive and more proactive in crew planning • Notifications are now created to alert when crew training needed at 90/60/30 days out ?
  • 11. Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc. 11 Solving the Precision Crew Scheduling (PCS) for yard jobs challenge with analytics PCS 1. Problem • Precision Crew Scheduling (PCS0 is a subset of Precision Scheduled Railroading (PSR), which is based on several facets of crew management: - Optimum utilization of assets (i.e. crew) - Strict cost control (minimize deadheads and crew movements) 3. BI and predictive analytics • Estimate crew requirement for yard crew based on the transportation plan • Predict qualifications requirements for yard crew fulfillment • Predict crew shortages for proactive crew scheduling 2. Data needed at disposal for PCS • Train schedules, interchanges with Class I’s, and planned yard movements, • Yard crew availability and license information 4. Success factors • Crew availability for yard movements • Accurate crew scheduling and yard-job allocation • On-time train movement (interchanges) with minimum delays • Optimum crew utilization • Reduced deadhead and crew movement expenses ? Because Class I’s interchange with short lines, short line railroads play a critical role in achieving PSR metrics. Crew management for yard movements needs to be optimized and timely in accordance with the principles of PCS.
  • 12. Thank You RAILROADDIGITIZATION,REIMAGINED Railroad Digitalization, Reimagined MODERNIZINGRAILROADS Corporate Headquarters Bellevue, WA Phone: +1 (425) 885-5800 Mid-America Center Overland Park, Kansas East Center Jacksonville, Florida Solutions and Innovation Center Pune, India Phone: +91 6627 7878 12 Confidential & Proprietary | Copyright 2019 © CloudMoyo, Inc.