Workforce Scheduling Archives - Page 2 of 7

Scheduling – getting the most from workforce management in the transport industry

Posted on: 6 March 2024

Having the right people in the right place at the right time sounds easy. In largescale transport organisation, effective scheduling is crucial

At the heart of workforce management sits the simple sounding task of scheduling. Your organisation has shifts to fulfil and a pool of workers to fulfil them. Add staff to the rota and away you go. Such shift patterns can be sacrosanct across organisations of any size, providing clarity to workers, management and administrators alike. In largescale transport organisations, however, there are several moving parts to consider and shift patterns can be thrown off course by anything from weather to equipment failure and cancellations in the supply chain.

This blog aims to take a closer look at scheduling in transport organisations. It’s a topic we’ve covered in greater detail in our recent white paper, Tackling workforce management complexities in transport. If you would like to explore the topic in greater detail, you can download a free copy here.

There are myriad tasks that need completing across the transport industry. The complication introduced to the scheduling process often requires a lot of manual work by administrators and schedulers. People fall ill, take holidays and external events can throw a schedule completely off kilter.

Automation in workforce management

Automation of scheduling can greatly reduce the administrative burden. At its most prosaic, automation can simply assign workers to shifts in advance. This can be set out indefinitely, with new workers swapped in for departing/unavailable members of staff easily. Such a process can consider your bespoke business rules and any other factors such as the working time directive and fatigue management.

Where automation can lend a vital hand is in times of strain. We’ve seen examples, notably during the Covid pandemic, of vast swathes of a workforce being absent at once. Where a manual process exists, this resulted in inevitable cancellations of services. With carefully configured automation, it is possible to be more agile in the face of disruption.

Where a worker is absent, having a central system and a central view of your entire workforce enables swift consideration of replacements. This works for smaller examples, too. For example, if a train is delayed and members of crew onboard it are required to meet another service which they will now miss, how can this be handled?

An automated process enables identification of other members of staff who are nearby and can be reassigned, whilst at the same time handling all communications with staff members. The staff who have been delayed can then be reassigned to other tasks, ensuring that their shift isn’t wasted.

Variable demand and moving parts

Another factor to consider in the transport industry is variable demand and moving parts. A high level example of this is the change in train timetables during the Christmas period. Fewer customers means less demand for services, therefore, services can be reduced to ensure more efficient use of the network and staff time.

A more short-term example of this is in shipping. Where a port is expecting a shipment, staff need to be prepared to meet it to initiate the unloading and loading of it. Variation is frequent in such a scenario, since ships can be diverted at a moment’s notice to other ports due to factors such as storms. Another example would be the blockage of the Suez Canal. This can leave a port with a full roster of staff without a function to fulfil. This is a waste of time, money and staffing resources.

Mapping out the changes caused by variable demand in a central system can help to understand its implications. Factors such as cost can be calculated and your response to it can be better informed. Understanding where the risks of variable demand are most likely to occur can help mitigate its impact.

Another example is with revenue protection officers on trains. Understanding the demand for services helps to better utilise them. There’s little point, for example, scheduling ticket inspectors during rush hour to major stations, since moving through the train is all but impossible. Similarly, there are more likely to be barriers at major stations, so working out the best deployment of such staff is more likely to realise the ultimate aim of their work.

Overlaying tasks onto shifts

Establishing a schedule is one thing. Rosters can be worked out well in advance and communicated to staff. But what happens when they show up on the day? Often the set number of employees turn up and discover the specifics of their tasks at that point.

Utilising a workforce management system such as Cygnum helps organisations to understand the specifics of the tasks that need be fulfilled during a shift. This helps organisations to better prepare aspects such as equipment required, time needed to complete the task and where exactly they need to be.

This helps to drive better understanding and efficiency through shifts and tasks. Matching specific skills and experiences to not only shifts, but also tasks, better ensures that the right people are performing the right tasks.

Conclusion

Scheduling can be a complicated and nuanced process, especially across largescale organisations. With several moving parts, variable demand, unpredictable disruptions and the usual ebb and flow of workforce absences, managing the process can be extremely complicated. This can result in inefficiency and poor service delivery.

Introducing automation, clear communication and overlaying tasks onto shifts helps to better understand your workforce the tasks required of them and more accurately assign staff to tasks based on their skills, experience, training, availability and geographic location.

This is a topic that we’ve explored in greater detail in our recent white paper, which you can download freely here. Alternatively, if you would like more information on how Cygnum can help you with your workforce management requirements, please visit our website.

Reducing risk in the transport industry through workforce management

Posted on: 21 February 2024

Reducing risk entails several factors. Most pertinently, worker safety. Rules and regulations exist to protect workers, from health and safety directives to working time directives, covering working conditions to fatigue. Then there’s risk to projects and tasks. If they are done improperly, then tasks need to be redone. This impacts overarching projects, both in terms of time and cost. Of course, accidents and mistakes happen. Building in mitigation for such events is prudent. But what if you can identify patterns and head off errors before they happen? Competency management, as part of a robust workforce management process, can help.

Workforce management – training

Training management is essential across largescale workforces. From mandatory ongoing courses, refresher courses and training staff in new skills to upskill your workforce and offer career progression, having a robust training programme in place forms the backbone of this.

By linking training to other areas of your workforce management, such as assessments and scheduling, it makes it possible to identify skills gaps across your workforce. To reduce the risk of these gaps impacting upon project and service delivery, you can appropriately train existing members of staff to fill these gaps.

It also makes it possible to utilise your training programme to focus on specific areas and tasks where mistakes are occurring. By pooling data from accidents and assessments, you can identify repeat errors. In doing so, you can then tailor your approach to training to better prepare staff for areas in which, statistically, they are most likely to pose a risk to themselves and overarching projects.

Workforce management – assessments

Knowing that staff have the appropriate qualifications, skills, training and experience is one thing. But how are they actually fulfilling the tasks to which they have been assigned? Regular, ongoing assessments of your workforce are crucial. This is both from a safety and a service delivery perspective.

From a safety perspective, many roles within the transport industry pose a safety risk. From infrastructure workers to drivers, the risk of getting things wrong can be catastrophic. It’s prudent to check in to ensure that tasks are being conducted properly.

From a service delivery perspective, mistakes can result in shoddy work. This means that it needs to be redone, which costs time and money, impacting upon project timelines and budgets.

This extends to maintenance, too. We regularly see on the rail network, for example, things such as signal failures which result in delays and cancellations. Regular assessments of infrastructure are vital to repairing the roof whilst the sun is shining.

Overarching planning to manage risk

Proper, robust planning builds in sufficient time to complete tasks, with enough room for reasonable error. People make mistakes, external factors such as the weather can waylay you and where there are several moving parts. Things don’t always come together as you’d hope. Mitigating for this by building it into your planning is sensible.

When it comes to specific tasks, however, granular detail is important. When scheduling your workforce, workers can be assigned to shifts on a rolling basis ad infinitum. But how can the specifics and the complexity of each shift and its tasks be considered? How can these then be communicated with staff?

Using a central system with the ability to overlay such complexity onto shifts can drive efficiency and greater control of the overarching project and its processes. It can be established according to your bespoke business rules and configured to factor in elements such as regulations and directives.

Understanding what will happen during a shift is important. If maintenance needs to be performed, being able to communicate exactly what equipment is required, the nature of the task and the location helps to prepare people. As the process continues, being able to intelligently alter task timelines based upon previous completion times and rates enables a more accurate scheduling of tasks. If, for example, you have set aside three hours for the completion of a task but staff are regularly completing it in two hours, then future timelines can be adjusted accordingly.

This helps to drive a more complete understanding of your projects and how your staff are performing against timelines and tasks. This in turn helps to mitigate the risk of work running over time, since you can rely on a robust database of previous work to inform future projects.

Conclusion

Finally, the regulatory aspect is crucial. Things such as the working time directive exist to combat elements such as fatigue. A central database that can further call upon the geographic location of staff can help to more efficiently assign them to tasks. If someone is 20mins away from the location of a task, it makes more sense to assign them to it than someone 1hr away. Since travelling time is considered as a factor in fatigue management, it’s an extremely inefficient use of time to swallow it up on travelling times.

Managing risk extends across the entirety of the transport industry, from workforce safety to service delivery. With so many moving parts – risks – being able to navigate them and efficiently and reliably match those moving parts to your targets is essential to achieving the ultimate goals of your organisation. A well trained, regularly assessed and robustly scheduled workforce forms the backbone of this.

The technology exists to help largescale transport organisations to gain greater control of their workforce management. From training and assessments to scheduling, having a single view of your workforce facilitates automation, insight and, ultimately, efficiency. It’s a topic we’ve explored in more detail in our recent white paper, Tackling workforce management complexities in transport. You can download your free copy here.

Requirement discovery – paving the way to project success

Posted on: 9 August 2023

Focussing on outcomes is essential to the success of any project. What does the project need to achieve? It sounds like an obvious question, but time and again we see vague notions of what the outcomes are. Procuring a technology system isn’t the end of the process. It needs to be designed, structured, implemented and have a plan put in place for its ongoing success post go-live. How will the people using the new system be trained? What, ultimately, will success look like? A robust requirement discovery phase of the project helps both parties to understand one another and outline the objectives of the project.

At CACI, we utilise our proprietary FUSION project delivery methodology with all of our customers and for our internal projects. This helps us to keep work on track, whilst further enabling us to continually learn from project implementation to continuously improve our own processes. Spending that time early in the lifecycle of the project to fully understand what it is you need to achieve enables us to set clear goals and create a point of reference for the remainder of the project.

Here we can establish what success will look like, creating a baseline of requirements and their acceptance criteria for sign off.

Requirement discovery building knowledge and insight

The success of any project is underpinned by the people involved. Getting both teams together so that they can build knowledge and insight of how each other works is invaluable in putting in place the groundwork for a successful project.

The definition of success and acceptance criteria created during the requirement discovery phase of the project acts as a reference point for the rest of the project. The requirements laid out at this stage are designed to establish what you need from the project, not describe the solution. It is important, therefore, to prioritise your requirements, understand what you want to achieve and set out your acceptance criteria at this stage. Who needs to do what, by when? What will tick your boxes in order to advance the project?

The involvement of key roles such as the project sponsor are vital in ensuring buy-in from key personnel and following up on your requirements to ensure that they are appropriately managed.

This isn’t just about managing the change in technology that you’re experiencing, there’s the human element to consider, too. We covered this in our previous blog about change management, but it’s worth reiterating since the requirement discovery phase further enables discussion around the tangible impact to the people who are affected by the change. Getting buy-in from everyone early in the project is good practice and the discovery phase is vital in building that knowledge and insight that will facilitate a smoother change management process when the (agreed upon) time is right.

The importance of epics in requirement discovery

Epics are an important way of breaking down a larger body of work, such as a software implementation, into user stories that work towards the intended outcome of the overarching project. This helps both teams to break their work down whilst continually working towards the bigger picture.

CACI helps customers in creating these, since they enable us to focus on your outcomes, putting them front and centre of the project. We’re providing the solution, but your required outcomes are bespoke to you. Creating epics enables us to focus on this during the process of delivering your solution.

The creation of epics also enables us to come back to your requirements and how we intend to achieve them. With the overarching project broken down into smaller sprints of work, it enables us to focus on the delivery of key requirements across the project.

How CACI can help you deliver the outcomes you need

The purpose of the discovery phase is to build insight and understanding between our team and yours. Reading requirements on a tender is one thing, but how will they look in reality? We aim to embed our team within yours, which is why discovery is so important. This enables us to tailor the solution to your needs, with your required outcomes at the forefront of the project implementation.

We’ve seen all manner of projects in our time. Most have gone well, but we’ve also been involved in projects where shortcuts have been taken and the project has been executed without the involvement of those who will be most impacted by the project: that is to say, those who will be using the solution day in, day out.

Discovery is such an important step in the project. It enables us to create an agreed path forwards against set deliverables, acting as a point of reference as the project advances. The project lifecycle can be difficult to manage, but by breaking it down and understanding what you need the solution to deliver, it makes it easier to pinpoint where things are veering off course.

Our team of project managers have seen it all before, across a multitude of industries. Selecting a technology provider and their solution is one thing, but what happens next is so important to the solution being successful for you. We always strive to place your outcomes first, to ensure that the solution and the project work to deliver what you need.

Learn more about CACI’s requirement discovery, see our brochure here.

How learning and development can improve recruitment in transport and construction

Posted on: 3 August 2023

Learning from previous projects, mapping skills to future tasks and identifying gaps in the workforce – learning and development can inform your recruitment needs

Recruitment is a vital component of the transport and construction industries. Being able to deploy the right number of appropriately skilled personnel to any given task is essential in delivering services and projects efficiently and on time. A robust learning and development programme can help large organisations in maintaining this balance. From upskilling existing employees to demand forecasting mapped against current and future work, having oversight of core skills and competencies across your workforce is fundamental to your ability to deliver work and services. With a holistic view of your workforce you can understand where any gaps may be emerging or may exist against future work, then remedy them with accurate recruitment.

Knowing when to recruit

Mapping the existing skills and competencies of your workforce against the demand for their skills and competencies against current and future work offers insights as to what you need. If your existing workforce doesn’t cover this, then recruitment is inevitable. If there are only a few gaps, training existing employees so that they are competent for the tasks required can help to plug gaps, but where a simple case of lack of numbers is identified, bringing people in is the only solution.

So how does learning and development help? As part of your wider competency management and training efforts, the overarching learning and development umbrella is essential in gaining a complete picture of your workforce, its competencies, skills and experiences. Maintaining this central database provides insight as to the profile of employee you need to add in order to fulfil projects and tasks.

This covers every aspect of your learning and development programme. From people on the ground to fulfil the tasks required of your services, to the people who conduct assessments of your workforce and run your training programmes. During periods of growth, it will be necessary to conduct more training and more assessments in order to keep your learning and development programme on track.

Ongoing assessment work is crucial to ensure work is being conducted properly. This covers safety and the appropriate fulfilment of tasks. Having the necessary number of assessors is important to achieving this. For more information on how Transport for London (TfL) assesses its London Underground drivers, please click here.

Similarly, getting new recruits up and running is a staple of any learning and development programme. Proper inductions and any training and briefings must be conducted before they start. You can read more about how Network Rail trains its 43,000 employees here.

Maintaining a future workforce pipeline

As projects start and finish, maintaining a core workforce is essential for ongoing work. One way in which transport and construction operators can maintain a healthy pipeline of future recruits is via apprenticeships.

According to the Constructions Skills Network, an extra 225,000 construction workers will be required in the UK by 2027. Filling these roles – and in a relatively short space of time – will be essential to the efficient and timely running of construction projects, many of which will cover the UK’s transport infrastructure, too.

Working with schools and colleges is a useful way of interacting with young people who might be interested in a career in construction. Offering them hands on experience alongside their studies provides practical experience which strengthens their skills and experience in the industry.

What happens once they start their career? Career development, once people have been recruited, helps to broaden the pool of skills and competencies available to you. Offering ongoing training courses and opportunities helps your existing workforce to be upwardly mobile, helping to address skills gaps internally without the need to recruit.

Conclusion

Joined up thinking is paramount in implementing a successful recruitment policy, feeding off the competency management and training aspects of your learning and development programme. Understanding your workforce is central to this. Where are there gaps? Who can be upskilled? This feeds into your wider project management; what current and upcoming work will require what skills and competencies?

A scattergun approach to recruitment is inefficient and expensive. Utilising the knowledge that you can create about your workforce helps you to pinpoint the skills and experience you need for current and future work, whilst creating efficiencies in your processes and accurate responses to your roadmap of work.

We have recently explored the topic of learning and development, including recruitment, in our white paper Learning and development in construction and transport: how can organisations enhance their workforce efficiently, in a data led way? You can download your free copy here.

Competency management: the heartbeat of learning and development in transport and construction

Posted on: 26 July 2023

Every employer conducts basic checks of their employees. Do they have the requisite qualifications, skills and experiences for the role for which they are being hired? Certificates, references and background research usually satisfy this. Then, to ensure that the person is actually appropriate for the job once they’ve started, a period of probation follows, supported by ongoing assessments at set intervals to keep tabs on their ongoing competence. In the transport and construction industries, however, competency management takes on far greater significance.

Forming part of a robust learning and development programme, competency management is essential to the smooth running of services and projects in these industries. Holding a qualification or a certain amount of experience is one thing, ongoing competence is quite another.

Take train drivers as an example. There are several assessments, exams and accompanied drives that must be completed before a driver is left to complete the task solo. That’s not the end of the process. In such a safety critical environment, with service users onboard as well, it is vital that ongoing competency management is in place. Taking Transport for London (TfL) as an example, they conduct regular assessments of their 4,500 London Underground drivers to ensure that they are fulfilling their role appropriately.

To manage this process, TfL utilises CACI’s Cygnum software. The system is used to schedule assessments, log their results and arrange any follow up activities. This helps TfL to maintain a holistic view of its London Underground drivers and their competencies, maintain service user safety and address any issues that arise.

A robust competency management framework, as part of your learning and development programme, is required to monitor, assess and train employees for their tasks. Having the technology in place to link everything together is essential, which is where systems such as Cygnum come in.

Where a large workforce is present with a vast array of skills, experiences and core competencies, staying on top of monitoring this, understanding it and carrying out regular assessments requires careful coordination.

From having an overview of your workforce, to linking projects to demand management and forecasting present and future projects, technology is assisting large organisations in keeping projects on track, creating efficiencies and managing the workforce. Competency management is a central component of this.

Aside from ensuring that people are fit for purpose, competency management can also help to unlock areas upon which to target workforce training. Regular assessments will reveal patterns; perhaps there is a common area in which assessments are failed, or raise red flags? This enables large organisations to data map their workforce and focus on areas for improvement. If certain tasks are regularly underperformed in, then this can feed into you training programme, helping to get ahead of the issue by highlighting it with the workforce and providing the necessary training to help alleviate the issue.

Competency management further feeds into recruitment. If you have a holistic view of your workforce, its skills, experience and competencies, then you can identify where there are gaps that need filling. This helps to refine the recruitment process by enabling you to focus on specific competencies required for projects and tasks. In larger infrastructure and construction projects, this can be linked to demand management and forecasting, helping you to have full oversight of the resources required in order to complete present and future projects.

Competency management is the backbone of learning and development. It feeds into every area of an organisation’s operations; assigning tasks to the right people, ensuring that the workforce is appropriately skilled for the tasks at hand, informing training programmes and guiding recruitment needs. Where workforce and service user safety and convenience are major considerations, failing to run a robust competency management framework as part of your larger learning and development programme isn’t an option.

Competency management further helps to realise efficiency gains by ensuring that the right people are in the right place at the right time; enabling schedulers and administrators to be able to pinpoint staff to specific tasks quickly and easily makes overarching project management easier and more transparent. A full depth of understanding of your workforce’s competencies is also useful in reassigning staff during times of strain, safe in the knowledge that they are appropriately competent for the tasks being asked of them to keep projects and services running.

We have explored this topic in our recently published white paper which focuses on learning and development, How can organisations enhance their workforce efficiently, in a data led way? It is available to download for free here.

Five reasons learning and development are so important in transport and construction

Posted on: 17 July 2023

The technological landscape is rapidly evolving, something being experienced across the transport and construction industries. New technologies bring about new ways of working which in turn mean that large organisations need to have robust learning and development programmes in place to keep up. Learning and development extends beyond the frontline too. Whilst there is an obvious focus on engineers and operators in the transport and construction industries, back-office staff are also realising more effective and efficient ways of working as new technology is introduced.

This blog will take a closer look at five key areas in which learning and development can be best utilised across the transport and construction industries to deliver high quality, efficient and safe services for all. For a deeper dive into this topic, our recently published white paper, How can organisations enhance their workforce efficiently, in a data led way? Is available to download for free.

1. Workforce and end user safety

From health and safety protocols to simply using equipment correctly, ensuring that your workforce is operating within defined regulatory standards and your own internal business rules is essential. Frontline workers in both industries are often performing safety critical tasks that carry some form of jeopardy to themselves, their co-workers and end service users, such as passengers on a train. Learning and development is essential in ensuring that your workforce is equipped with the necessary training, experience and knowledge to perform tasks correctly and safely.

This extends to schedulers and administrators in ensuring that tasks are correctly assigned to members of staff. New systems can help large organisations in scheduling tasks, with aspects such as auto-scheduling easing the administrative burden by matching skills, competencies and experience to tasks and reducing the element of human error in doing so.

A robust learning and development programme will help ensure that all staff are competent and trained for the tasks they are being asked to undertake.

2. Ensuring the highest quality of work and standards

In a similar vein to ensuring the safety of all staff and end users, learning and development plays a central role in ensuring that work is carried out to the highest possible standards. By continuing with learning and development programmes across your workforce, you can expose staff to the latest ways of working as well as providing ongoing opportunities to maintain and expand their professional skillset.

Having a team of highly competent, highly trained operators is a great way of meeting high standards across your projects. The better the competency of your workforce, the more likely you are to deliver projects on time and in budget, owing to a reduction in errors and repeating work. The final delivery is also likely to meet the desired outcomes of a project. In transport, it is crucial that skilled operators are performing service delivery tasks competently to ensure the safety of end users and the smooth running of timetables.

3. Keeping up with evolving technologies

Innovation has been a constant in the 21^st Century and shows no sign of abating. New and improved versions of old tools and systems are constantly emerging, which poses a challenge to large organisations in not only obtaining the right tools for the job, but keeping the workforce abreast of such developments and appropriately trained to operate them. The same goes for emerging processes and practices; how can the latest technology and thinking be deployed to realise upticks in efficiency and quality of output?

Needless to say, learning and development is central to staying ahead of industry trends and technologies. Exposing your workforce to ongoing training opportunities helps them to develop their skills and experiences within your organisation, thereby helping them to enhance their careers with you.

4. Improving staff retention

Career development is crucial to staff retention. Your learning and development programme can play a significant role in staff morale. If training and career development opportunities are presented to staff, it means that they can progress within your organisation, rather than seeking new opportunities elsewhere.

This can have a knock-on effect in regard to recruitment too. Persuading staff to join your organisation is made easier if you can demonstrate career progression pathways to potential employees.

5. A more efficient workforce

A robust learning and development programme will help to ensure that your workforce is competent and appropriately trained. If you can be sure that each staff member is the right fit for their role, it makes assigning tasks far easier and enhances your chances of projects and tasks being completely properly and on time. Whilst learning and development cannot eradicate human error – mistakes are inevitable at times – it can help to minimise it and its impact.

Avoiding delays and poor workmanship means that fewer tasks need to be repeated, leading to a more efficient process overall in terms of time and cost committed to projects and tasks.

A robust learning and development programme carries myriad benefits for large organisations, notably in the transport and construction industries. With so many moving parts, having a competent and skilled workforce is essential. Failing to conduct training and to create an overview of skills, qualifications and experiences makes the task of assigning tasks incredibly complicated and wide open to error. In understanding your workforce and appropriately managing it, learning and development is essential.

How can organisations enhance their workforce efficiently, in a data led way? It is available to download for free here.

Workforce safety and the role of management

Posted on: 27 June 2023

This might seem obvious, because the role of management in overall workforce output and workforce safety is fundamental. Management decisions are at the forefront of working practices and outcomes. But when it comes to safety critical areas, it’s important to consider the way in which management structures, decision making and overall input can support, enhance and improve best practice.

It’s very easy for complacency to creep into the management of aspects such as workforce safety. Where an excellent safety record is demonstrable, aspects such as verbal and written communications can take a backseat, with a regression in their presence or simply a standing still and relying on old systems to continue working.

This goes beyond meetings and briefings and into more serious areas such as fatigue management. There have been high profile cases of fatigue management protocols not being adhered to in the transport industry, not least when Renown Consultants was fined £450,000 with £300,000 in costs by the Office of Rail and Road following the death of two its workers in a road traffic accident following the conclusion of an unacceptably long shift.

It was a failure of management to properly implement regulations. In road transportation and haulage, drivers are restricted to how many hours they can work consecutively without a break, with further rules around taking at least 11-hours rest consecutively during a given day. Again, management of drivers is investigated where infringements occur, with fines in place for discrepancies.

One of the roles of management is to seek to improve, and safety is no different. Data from CIRAS (Confidential Incident Reporting & Analysis System), which is used by Network Rail to anonymously gather feedback from its workforce, found that in 2019/20 over 60% of respondents felt that health and safety concerns were not taken seriously by management. Furthermore, only 75% said that they had received regular safety briefings.

Those numbers paint a clear picture of the need for improvement. Whilst deaths and serious injury remain low on the UK’s railway network, they do still happen. Ticking every safety box is imperative and that starts at the top.

Why are corners cut with workforce safety?

If we accept the adage that a chain is only as strong as its weakest link, then the same is true for workforce safety. A company can put in place structures and guidelines for aspects such as safety briefings as mentioned above, but if the management levels below them are not enacting them, what can be done?

Management structures on the ground face different challenges to those in the office. Works need to be conducted in time-critical circumstances, with every minute counting. It can be tempting, with that sort of pressure, to gloss over safety briefings to a team of experienced engineers and workers. They’ve been doing the job for years without harm befalling them, why would that change now?

There is also the element of human error. People make mistakes. If people are running late, or have made a mistake, then there will be a natural compulsion to make up for that, be it by skipping a briefing or working a bit longer to make up for it.

Improving processes to improve workforce safety

Recording and understanding these errors is part of the management remit. We can see from the ORR’s 2019/20 Rail Safety Report that 41% of major injuries suffered by the rail network’s workforce was a result of a slip or trip. The role of management in these risk factors is in recording and reporting them. Gathering evidence and understanding can help to reduce the likelihood of reoccurrence.

An accident like a slip or a trip can also happen to anyone at any time. When you factor that in against 60% of respondents to CIRAS’s survey stating that they don’t feel that management take health and safety concerns seriously, with 25% not receiving regular safety briefings, it’s clear that the role of management, at least in some circumstances, can be improved.

Elements such as safety briefings are crucial for reinforcing safety best practice. Monitoring that they are happening is equally as important, to ensure that they do.

Utilising workforce management software can greatly help to achieve this. Electronic recording of sessions, via handheld devices on site, allows you to record that briefings have taken place. Where they have not been recorded against a job, workflows can automate alerts to management. Leaving a reliable and transparent evidence trail helps management in understanding why accidents have occurred and if their processes have played a part in them.

Equally, such software can help management retain proper oversight of working hours and shift patterns, ensuring that fatigue management protocols and the like are adhered to.

Whilst the intentions of management decisions are always well meaning, it is vital to underpin them with a robust framework to support decision making and to help reduce the number of accidents that occur.

You can find out more in our white paper, Improving workforce safety across the UK’s rail network, which is free to read here.

Cygnum from CACI used by Network Rail as planning & administration solution for training across its workforce

Posted on: 13 June 2023

CACI is delighted to announce that its Cygnum software is now being used as Network Rail’s planning and administration solution for training its 43,000-strong workforce.

Cygnum supports all aspects of Network Rail’s training management, from automated creation of courses based on demand, intelligent allocation of staff, trainers and resources to courses, to communication of planning and optimisation of changes. Cygnum will assist Network Rail in achieving a holistic view of all its training and results, helping it to realise efficiencies across the process and ensure that all staff are appropriately trained. The attendance and results of courses are logged in Cygnum, with the system submitting course invitation and joining instructions to Network Rail staff, as well as actioning any follow-ups as required.

“We are delighted that Network Rail has chosen CACI’s Cygnum software to support and underpin its training planning and administration process,” says Ollie Watson, Group Business Development Director at CACI. “We are looking forward to supporting Network Rail in achieving a more efficient and streamlined training programme that delivers necessary and ongoing training to its workforce as optimally as possible.”

For more information on Cygnum and how it supports businesses, please visit: https://www.caci.co.uk/software/cygnum/

A Voyage of Discovery

Posted on: 10 May 2023

A month into live operation of your new system and everything could not be running more smoothly. The solution went in on time and within the original budget and quickly delivered benefit, fulfilling the needs and expectations of your business and IT. Everyone was clear from the outset about what needed to be achieved and why.

Panacea, perhaps, but as a solutions supplier, we want this outcome as much as you, our customer. There are many reasons IT projects succeed or fail, some of which are unpredictable, but what practical measures can you take to give us all the best possible chance of a great outcome?

A key measure of success of solution delivery is that the requirements it set out to meet were indeed met. This sounds obvious, but if the requirements laying this foundation were unclear or incomplete, it is unlikely that the solution delivered on them, or that consensus was reached that work was complete. It is no wonder that the Government Digital Service (GDS) stipulates “define user needs” as the first point for consideration in their Technology Code of Practice.

For CACI as a solution supplier, it would be superb if we embarked on a major project where all requirements were fully defined, with clear, testable acceptance criteria and supporting specifications were in place. We could focus our efforts entirely on design, build and testing. But let’s get real: this rarely happens. Eliciting, analysing, validating and documenting a full, detailed baseline of functional and non-functional requirements effectively, is a time-consuming activity. It has dependencies on skilled business analysts and subject matter experts from the business, and technical and security teams who may not be available ahead of procurement or the project mobilising.

CACI’s FUSION delivery methodology recognises this reality by proposing a structured approach through our Shape step. CACI can support these activities as much as you need to build a strong foundation and achieve success together.

To hit the ground running once a supplier is appointed, what practical measures can be taken by you ahead of project mobilisation, when time and specialist skills may be in short supply, to research and define your users’ needs?

Start with the Afters

You should ensure there is a clear definition of the benefits that the solution aspires to deliver. These may reflect pain points the solution is intended to address or additional gains that will be achieved.

There needs to be consensus on these drivers at a business level and with your key stakeholders who will be engaged in delivery.

Having this in place will help provide some shape to the requirements and inform prioritisation. Without it, there may be a lack of clarity on what the solution should be setting out to achieve, which in turn will disrupt delivery both for your organisation and the supplier, once appointed.

Breadth before Depth

It is sensible to appoint a single owner for the business and IT requirements, often called a product owner, and ensure they are fully supported to fulfil that remit. This might involve access to business analysts and subject matter experts (SMEs) on technical aspects and business operations.

They should first establish that the breadth of requirements is complete before the more time-consuming elaboration on the depth (detail). This will help you track where the scope has been defined and where work still needs to be done.

One approach is to take a top-down view, first identifying the major groups of requirements, for example, by breaking it down into epics:

Take each epic a step further by identifying users’ functional needs, such as through defining user stories: “As a [actor], I need to [do something], so that I can [achieve something]”, and adding these to the epics. Just one line per user story is sufficient at this stage.

The system will also need to comply with the organisation’s technical and security standards. Furthermore, there may be other aspects requiring the new solution to “be” something, rather than perform a function. For example, it may need to be available between specific hours, have a certain technical capability or comply with a security standard. These are known as non-functional requirements (NFRs).

If the new “to be” solution is replacing an old “as is” one, you need to ensure that you fully understand all aspects of what the “as is” system achieves and ensure that these are reflected in the “to be” requirements, or that there is agreement as to which elements will not be in scope.

Elicitation of requirements merits an article in its own right, but may involve workshops, interviews, surveys and document reviews. The Chartered Institute for IT (BCS) provides a framework and certification for requirements engineering, which includes such techniques.

Once a working set of requirements has been established, these need to be cross-checked to:

Identify and resolve any conflicts
Remove duplicates
Ensure they are accurate, consistent and understandable

Reviewing that requirements are aligned to the benefits the solution is seeking to achieve, and prioritising accordingly, ensures they will deliver against the business goals.

Now is a great time to agree a baseline for your requirements, since the scope has been fully defined and therefore amendments can be controlled through a change management process. You are also in a strong position to engage with a supplier on detailed implementation plans to deliver the solution.

Diving Deeper

Each requirement needs further elaboration to establish its depth, completing its definition:

Supporting assets, such as technical specifications, policies, standards, process maps and business rules definitions, are available and can be referenced from the requirement
Clear, testable acceptance criteria define the evidence used to assess that the requirement has been successfully met

A full requirements catalogue can quickly resemble a database rather than a single document. When implementing Cygnum solutions, CACI use Jira and QMetry to model requirements, collaborate, link assets together and manage processes such as approvals, change and traceability through testing.

If you cannot clarify requirements to this extent ahead of engaging with a supplier, the exercise needs to be accounted for in the implementation plan. CACI recognise the value to customers and the delivery team in collaborating on this, as this assures a shared understanding of requirements. The Shape step of CACI’s FUSION delivery methodology explicitly provisions for this activity under the Discover phase.

Once complete, you have a solid foundation for solution design and delivery. It would be prudent to re-baseline to reflect this milestone, such that there is a clear distinction between what was agreed at the time and subsequent change.

Better Outcomes

We believe that defect-free delivery to you is achievable when your requirements are clear, accurate and complete. Before handing a solution over to you for acceptance, we run system test cases against your acceptance criteria and evidence the results, providing full, objective traceability that your requirements have been met.

Your time should be focused on value-add activities, such as user acceptance testing against your business processes.

Celebrating a successful, on-time transition into live service is the outcome we all want to achieve and is distinctly more likely when a structured approach is adopted.

Cygnum from CACI used by TfL as competency management solution for London Underground drivers

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CACI is pleased to announce that its Cygnum solution is now being used by Transport for London (TfL) to support the competency management process for its 4,500 London Underground drivers.

Cygnum is designed to assist organisations in all aspects of their workforce management, from scheduling and competency management, through to training and recruitment, helping to keep appropriately skilled, experienced and qualified staff performing tasks. Cygnum will assist TfL in gaining a holistic view of the ongoing competencies of its London Underground drivers.

“We’re delighted that TfL has chosen our Cygnum software to underpin the ongoing competency management of its tube drivers,” says Ollie Watson, Group Business Development Director at CACI. “We’re looking forward to continuing to work closely with TfL on its Cygnum solution to help ensure that its competency management programme is run efficiently and effectively into the future.”

For more information on Cygnum and how it supports businesses, please visit https://www.caci.co.uk/software/cygnum/