UITP Academy, in partnership with Hamburg Hochbahn, is launching an in-person training programme on Ticketing and Fare Management between 28-30 November 2023. The course will be 3 days including 7 sessions, and international case studies
Ticketing is the key for public transport operators or authority to collect fare from the passengers.
Nowadays, the increasing use of technology supports the need of various fare types, payment method transforming from classic paper tickets to contactless cards and smart phones, while opening up endless opportunities for data collection and analysis.
The challenge starts with trying to understand about closed-loop vs open-loop, card-centric vs system-centric, prepaid vs post-paid, account-based ticketing, open payment, SIM-centric mobile ticketing, Secure Element, HCE, interoperability, multiservice, beacons, NFC, QR code…and so on.
Reach your objectives
With the aim to improve operational efficiency and adapt to new challenges on fare management and ticketing, the course aims at:
Understand, analyse and discuss available ticketing systems and fare management trends
Giving a worldwide overview of practices and solutions in ticketing
Lay the basis of tariff structures, pricing and fare policy, essential to the design of a ticketing solution
Detailing the different technologies and solutions on the market
Discuss the opportunities created by account based and mobile ticketing and learn from practice on their implementation
Discover how to successfully set-up and launch open-loop payment in your city.
Methodology
Getting inspired by trainers, understanding the main aspects of ticketing and fare management systems
Participate to interactive plenary sessions with introduction by course leaders, presentation by the trainer and open discussion with participants
Challenge your practical knowledge on ticketing and fare management
Address the topic from an international perspective, enriched by different cultural approaches and points of views
Participate to practical exercises and case studies
Benefit from a unique exchange of knowledge and experience between professionals
Exchange experiences and discuss key topics during workshops in smaller groups
UITP Training Programmes and all related processes are certified for ISO29990:2010 – the standard for learning services for non-formal education and training.
Target audience
Staff from public transport operators or authorities responsible for the ticketing systems
Staff from the industry worldwide involved in the market uptake in this area: ITS companies, app-developers, software compilers.
Professionals from operations, engineering, finance departments.
Professionals interested in obtaining a wider and international perspective on ticketing and fare management and eager to learn more from best practice worldwide
Inspiring trainers & guest speakers
All UITP trainers are top level transport and mobility professionals with extensive experience in public transport and operations from different regions of the world. In addition, UITP invites guest speakers to illustrate specific solutions, practices and case studies.
Programme
Welcome & Introduction to the course
09:00–09:30
Session 1
Fundamental objectives of fare collection
Tariff structures, product range, fare levels, payment media
Strategic issues, regulatory and Institutional frameworks
Cost Coverage Ratio, Compensation and concessionary fares, Subvention, Funding Alternatives
Break
10:30–11:00
Session 2
Setting Fare Principles, Price Setting, Affordability, Equity, Fare Elasticity
Fare Adjustment Mechanisms, Fare Adjustment Formula
Ticket & Fare integration, Revenue Distribution
Fare Products, Fare capping, Frequency-based discounts, Mileage service, Sales channels incentives, Time-of-day pricing, Minus ride system
Fare avoidance and fare evasion
Lunch
12:45–14:00
Session 3
From paper ticketing to E-ticketing
The technology: How does it work?
Automated Fare Collection Systems, Smart Card Systems
Advantages and disadvantages
Open or closed systems
Examples of check-in systems and check-in/check-out systems
NFC, EMV, ID-based ticketing
Account Based Ticketing, blockchain, mobile
Interoperability / cross country / exchange rate etc.
Ticketing Alliances
Ticketing, tarif structures and fare system
15:00–16:00
Break
16:00–16:30
Session 4
Concept of Account-based Ticketing
Advantages of account-based ticketing (system/infrastructure design; operational advantage and customer service advantages)
ABT as a way to enhance revenue yield from customers while providing more fulfilment to their lifestyle (a Customer relationship management CRM tool)
Current practices around the world
Migrating from a traditional ticketing to ABT
Group Dinner
19:00–21:30
Concept of Account-based Ticketing
Advantages of account-based ticketing (system/infrastructure design; operational advantage and customer service advantages)
ABT as a way to enhance revenue yield from customers while providing more fulfilment to their lifestyle (a Customer relationship management CRM tool)
Current practices around the world
Migrating from a traditional ticketing to ABT
Break
10:00–10:30
Session 5A
The session will give an introduction to open-loop payment and outline related activities and support available within UITP. It will focus on:
A general introduction to open-loop payment in public transit
Basic terminology and stakeholders involved
Introduction of the Urban Mobility Open-Loop Payment Forum
Participants will be invited to highlight their expectations for the training day and share ambitions and challenges of their organisations with open-loop implementation.
Session 5B
Open-loop payment brings new roles and responsibilities for partners involved in ticketing and fare management. The session will highlight:
Roles and responsibilities within the open-loop payments flow
Interoperability, standards, certifications and recommended practices
Risk management – roles and responsibilities
Session 6
Implementing open-loop payment has subtantial impact on various ticketing system components. This session will outline:
The high-level system architecture, relevant technical requirements and needed certifications
Options and good practices for the integration of open-loop payment into existing systems,
Basics for tariff engine configuration
Lunch
13:00–14:30
Session 7
The session will introduce an implementation roadmap for open-loop payment and outline the initial steps transit agencies should take to prepare. It will cover:
Defining your strategic vision
Outlining your project concept
Clarifying your needs and expectations for procurement
Break
15:00–15:30
In 3 workshop sessions participants will have the chance to layout the first steps for their own open-loop payment implementation.
Session A – How to estimate the potential for open-loop payment?
Chosing the best model
Converting existing tickets into open-loop offers
Estimating your target audience
Session B – How to outline your migration strategy?
Replacement / upgrade policy for equipment
Options to integrate open-loop payment into existing ticketing systems
Open-loop impact on businesses process
Session C – How to launch open-loop succesfully?
How to get your teams ready
What public and passengers will need to know
How to make sure that nobody is left behind
Sessions will run in parallel and take about 30 mins to ensure that participants can attend every session.
Case study
09:00–10:00
Hamburg Hochbahn Technical and site visit
10:00–13:30
Trainers
Ralph GAMBETTA
General Secretary
Calypso Networks Association
Belgium
Ralph Gambetta, has a management and a politics background with Ph.D. as well as a strong involvement into the transportation sector. He has been active in various transport companies such as German Railway, International Railway Union (UIC) and RATP (Paris metro and bus operator). Since more than a ten years he is in charge of promotion at Calypso Networks Association (CNA) and the deployment of smart ticketing schemes. Five years ago his function at CNA was extended to General Secretary. Further he is member of the board and treasurer of the Smart Ticketing Alliance.
Gerhard PROBST
Managing Director
Probst & Consorten
Germany
Gerhard studied economics at the TU Dresden, specialising in transport management and logistics, marketing and spatial economics. He then studied at the Université de Montréal (Sciences Économiques) and participated in the MBA Programme of the École des Hautes Études Commerciales (HEC).
He focuses on marketing and fare strategies for transport companies and authorities, projects on passenger loyalty management and distribution strategies.
Since 1997, Gerhard has been the Managing Director and Owner of Probst & Consorten Marketing-Consultancy. P&C is a Dresden-based consulting company of 17 employees. It’s focus is passenger and revenue orientation for all stakeholders in the public transport sector, from private / public operators to transport authorities and ministries.
Andrea SÖHNCHEN
Managerin – UITP Urban Mobility Open Payments Forum
UITP
Belgium
Daniel KUTZNER
Project leader
Hamburger Hochbahn AG
Germany
Daniel Kutzner began his career as a technician and research coordinator in a medical sector. With more than ten years of experience, he then worked as Senior Data Project Manager at Paracelsus GmbH & Co KGaA and Eppdata GmbH. Since 2022, he has been part of the Hamburger HOCHBAHN and has successfully completed the hvv Any project. Moreover he has certifications in Quality Management, Research Coordination and Project Management.
Manfred TROLL
Business Architect and Global Sales ABT
Scheidt & Bachmann
Germany
Manfred Troll is a senior leader with a long track record of multiple disciplines and geographies starting from software development across product line management into business development and sales. Manfred holds a Diploma in Computer Sciences and has a solid technical as well as commercial experience gained in military technology environment, the whole bandwidth of petrol downstream solutions up to transportation ticketing systems specialized into account-based ticketing. Manfred joined Scheidt & Bachmann in 2006 and is focusing on concept and functional design of the Scheidt & Bachmann account-based ticketing solutions.
Erik Kaminski graduated in industrial engineering with a specialization in renewable energy technologies from Karlsruhe Institute of Technology. He then began his career as a project manager for R&D projects before joining the Hamburger HOCHBAHN in 2022. Since then, he has been managing the AWHT project, a model project funded by the German Federal Ministry for Digital and Transport with the aim of strengthening local public transport by providing a more attractive range of services.
Jan LEWANSKY
Sales Planning and Implementation Officer
Hamburger Hochbahn AG
Germany
After completing his studies in business administration Jan Lewansky starts to work in sales planning and infrastructure for the Hamburger HOCHBAHN in 2020. Besides the development of different systems, he also works on different projects in the sales environment. His focus is on cashier systems, ticket machines and ticket control systems.
Stephen COOLES
Global Head of Partner Development
Visa Global Urban Mobility (VGUM)
United Kingdom
Global Head of Partner Development at Visa Global Urban Mobility
Stephen Cooles is Global Head of Partner Development within the Visa Global Urban Mobility (VGUM) team based in London.
Stephen leads Visa’s engagement with Urban Mobility Technology Partners worldwide, and is also responsible for the planning and delivery of the VGUM teams global and regional events, and acts as a source of expertise in marketing and communications for contactless transit payment launches for public transit organisations worldwide.
Prior to joining Visa Stephen spent nearly twenty years at Transport for London, where he held key roles in marketing London’s high profile contactless ticketing project, the Oyster card system and the removal of cash payments from the city-wide London bus and tram network.
Stephen holds a BA (Hons) Degree in Marketing & History.
Volkan ŞEN
Head of Marketing
Kentkart
Türkiye
Volkan Şen was born in Izmir in 1980. He holds a bachelor’s degree in BA, an MBA in strategic management, and a doctorate in marketing.
After beginning his career at Vestel Company as a Sales Representative in 2005, he moved to Turkey’s largest telecom company, Türk Telekom, in 2008, where he held various managerial positions for eight years. Volkan Şen joined the Kentkart family in 2016 as an Account Manager and led the development of Smart Transportation Projects in the Antalya region of Turkey. After being promoted to Head of Marketing in 2021, he focused on expanding Kentkart’s cutting-edge technology to improve urban mobility for cities all around the world.
Eric William PITTS
Digital Payment Solutions Advisor
PITTS WORLDWIDE
Germany
Eric is a business executive with ~15 years of experience in the payment industry.
He is currently responsible for Strategic Partnerships & Alliances at Monet+’s switchio Mobility Division.
Thriving in a fast-paced environment, he is a bit of a tech-head, a strong negotiator and networker, and very much a ‘big picture’, strategic thinker.
