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Paratransit Software Report

June, 2009



R e g i o n N i n e D e v e l o p m e n t C o m m i s s i o n


Page
1

Table of Contents




I.

Introduction




2

II.

Scope of Work



2

III.

Research Proposal


4




IV.

Software
Agencies

8



Ecolane


8

A.

The Company


B.

History and Management


C.

The Software (Ecolane DRT ™)




Mobilitat


18


A. The Company

18


B. Mission Statement

18


C. The Software

18


D. Easyrides Starter

18


Functional Specifications

23



Routematch


32


A. The Company

32


B. The Software

33



CTS


37


A. The Company

37


B. The Software

39



Trapeze


43



A. The Company

43


B. The Software

44



Shah Software


V.

Crystal Reports


57

VI.

MS SQL


59

VII.

Glossary of terms


73

VIII.

Software Agency websites and contracts


75

IX.

Matrix of features


Appendix

X.

Some Case Studies


Appendix

XI.

Results of a Transit Survey Conducted by Region 9


Appendix










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I.
Introduction:


This report summarizes the research conducted by staff of Region Nine Development
Commission from
August of 2008 until June of 2009. It is a comprehensive analysis of
the features and limitations of the six leaders in the paratransit software industry:




Ecolane



Mobilitat



RouteMatch



CTS



Shah Software



Trapeze


While this report is intended to be a
reference for Mn/Dot and DHS for the purposes of
outlining the features of these reports, Region Nine Development Commission; on
behalf of the Minnesota Department of Transportation (MN/DOT) and the Minnesota
Department of Human Services (DHS); conducted t
his research based on criteria
outlined in the following scope of work:

Region Nine Development Commission, on behalf of the Minnesota Department of
Transportation (MN/DOT) and the Minnesota Department of Human Services (DHS),
conducted this research based

on criteria outlined in the following scope of work:



Overview:



The Metropolitan Council, in cooperation with the Minnesota Department of
Transportation (MN/DOT) and the Minnesota Department of Human Services (DHS), is
soliciting proposals for a web
-
ba
sed paratransit scheduling and routing system. The
system will be hosted by the Metropolitan Council and utilized by multiple agencies
located over a broad geographic area for the purposes of coordinating rides.

The partner agencies are considering this

a Pilot project for the purposes of testing an
online scheduling system that allows multiple access points for transit providers,
consumers and consumer advocates. The vision is the software can be used to create a
comprehensive transportation network of

Public Transit Providers, Governmental
Agencies and Social Service providers to maximize existing resources and offer a higher
level of service for consumers.



The pilot project will be conducted in two phases bringing four different transit
providers o
n
-
board. The contractor must supply pricing for the two phases of the
project. The partner agencies are considering this project a demonstration for the
purpose of evaluating implementation of a large
-
scale system that may include up to
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multiple transit
systems throughout the state. Pricing for the project should include
pricing for the first phase and optional pricing for phase two.



PHASE ONE

Phase one will be completed in two different stages. The
vendor

shall propose pricing
for both the onsite and

offsite training. In addition, the
vendor

shall propose pricing to
convert the data from all three existing sites into a common data set.



STAGE ONE:





Set up and installation at the Metropolitan Council to host the system.



Training in the use of syste
m for dispatch, reservations and administrative staff
at County A and County B.



Go live support to transition County A/County B onto the new software.

STAGE TWO (Only after stage one has been successfully completed.):





Training in the use of the system fo
r dispatch, reservations and administrative
staff at RISE, Inc.



Go live support to transition RISE, Inc. on to the new software.



POTENTIAL SITE DESCRIPTIONS:



County A



One potential site provides dial
-
a
-
ride, door
-
through
-
door paratransit service,
deviated
fixed route and regular fixed route service in this county. It is part of the seven county
Twin Cities Metropolitan area. They currently used Trapeze PASS ™ for paratransit
scheduling.



This county’s dial
-
a
-
ride service is a reservation only,
shared
-
ride transit service. Door
-
to
-
door assistance is available, with lift
-
equipped buses. This county coordinates dial
-
a
-
ride trips with surrounding communities.



One potential county could potentially operate Americans with Disabilites Act (
ADA
)
transit service for the Metropolitan Council.
ADA

service is a door
-
through
-
door,
shared
-
ride service for certified riders who cannot use fixed
-
route public transit due to a
disability or health condition.



Potential Site #2

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This site is a part of th
e Community’s Social Services Department. It would be in the
seven county Twin Cities Metropolitan area. It is a reservation
-
only, shared
-
ride transit
service. It offers bus service for the general public as well as a volunteer driver program
for medica
l and social service rides.



RISE, Inc.

RISE, Inc. is a private, nonprofit corporation in Spring Park, Minnesota. RISE, Inc.
performs over 600 trips per day to persons with disabilities. Clients are transported to
employment sites to increase their vo
cational self
-
sufficiency and productivity. RISE,
Inc. offers person
-
centered career planning, vocational training, job placement,
supported employment, and housing support services so that people can work in the
community, earn competitive wages, live s
afely and comfortably, and make a productive
contribution to society. RISE, Inc. currently uses MapNet as its scheduling system.



Site Name

Location

Vehicles

Annual Trips

County A

Location A, MN

21 (small and
medium buses)

114,000

Potential Site #2

Location B, MN

8 (small and
medium buses)

48,000

RISE, Inc.

Spring Park, MN

80 (small buses and
vans)

120,000



PHASE TWO (OPTIONAL)

Upon the completion and acceptance of phase one, the Council will consider
implementing phase two which shall be conversi
on of the City of Hastings, River Rider
Transit and Metro Mobility and all associated subcontractors to the Software System.

Vendor

shall itemize pricing to add each of these locations onto the existing system.



Site Name

Location

Vehicles

Annual trips

River Rider Transit

Big Lake, MN

12

77,770

City Hastings (TRAC)

Hastings, MN

4

32,355

Metro Mobility and
associated
contractors

Various locations in
the Twin Cities
Metro Area

350

1.7 Million



III.
Research Proposal




After contracting with Region
Nine Development Commission, Brent Pearson wrote this
Research Proposal. It is expected that the research conducted in this report will meet
each of these requirements.



1. Research Topic:

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To research licensed software proposals for a web
-
based parat
ransit scheduling and
routing system. This will include but is not limited to the following:





Costs affiliated with the software package;



Compatibility with Internet Explorer and
Firefox

Operating Systems;



Accessibility for all Internet users;



Successful

integration of software for paratransit system in pilot communities
(Scott/Carver Counties).



2. Methodology:



I.

Costs will be researched via comparisons to other paratransit systems
regionally, domestically, and worldwide. Additionally, proposals will be
researched through direct contact with software developing agencies.



II.

Compatibility will be researched and
cross referenced with the Functional
Requirements established by the Region Nine Development Commission’s
“Scope of Work” and will include but is not limited to the following:





Web
-
based interface
;



Multiple agency functionality;



Access to rider informatio
n
database
;



Route scheduling and optimization;



Dispatch and monitoring of transit routes and times;



Mobile network for driver/vehicle communications;



Databases

access and archived information.



III.

Database

Requirements will be researched for compatibility wi
th:



Oracle
10g or
Oracle
11g;



ODBC

and
ODBC

drivers.



IV.

Hardware Requirements will be researched with particular emphasis on


compatibility with
Apache

or
Red Hat

Linux

servers.



V.

Servers:

Apache
,
Red Hat Linux
, and other
servers

as suggested by software
proposals will be researched and defined as background information for
preliminary assessment.



VI.

Training and Operation will be researched to ensure maximum efficiency of
software and operating systems



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VII.

Licensing will be research
ed to ensure that the system is owned by the
software agency or that necessary permission is granted to that agency for
utilization in this project.



VIII.

The warranty will be researched to ensure long
-
term effectiveness and
maintenance.



IX.

Instillation and tes
ting will be researched to ensure that go
-
live deadlines are
met.



X.

References will be researched and checked to ensure that:





Software agency has performed similar work in the last two years;



Experience and qualifications are met.



Systems Researched:



The following systems will be researched thoroughly as per the suggestions of the
Region Nine Development Commission:





Trapeze



Mobilitat



Ecolane



Shah Software



Route Match



Alpha Wireless



CTS



MapNet as used by RISE



Additional software systems may be rese
arched at the discretion of the researcher and
Region Nine Development Commission.



This research will include:





Overall compatibility with the MnDot and Minnesota Department of
Human Services proposed paratransit scheduling and routing system
requirem
ents



Successful integration in other communities



Limitations of the software



How the software can best be used to maximize effectiveness along
multiple transit lines and billing systems





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Additional Research:



Additional research will be conducted
outside of the software and system requirements
to determine compatibility. This research includes but is not limited to:



I.

Comparison of the pilot counties (Scott and Carver) to communities that
have achieved successful integration for SWOT analysis of t
he system within
the pilot county.



II.

Survey analysis: Surveys conducted by Region Nine Development
Commission will be assessed to determine compatibility of research with the
paratransit software proposal. These surveys include the four key agencies
invo
lved in successful integration:





Questions for State of Minnesota Survey



Questions for Health Care Providers



Questions for County Human Services



Questions for Transit Providers



3. Expected Results:



I.

This research will be concluded before January 31, 20
09. Region Nine
Development Commission will use it for further assessment of the joint
MNDOT and Minnesota Department of Human Services paratransit proposal.



Data and Information Collection:



I.

Multiple sources will be used for data collection. These in
clude but are not
limited to:





Minnesota Department of Transportation



Minnesota Department of Human Services



Scott County



Carver County



Direct telephone contact with software
vendors



Websites of software
vendors



Various city websites and appropriate staff



Technology firms



Census Bureau



Region Nine Development Commission Staff



Consultants specialized in the web
-
based operating systems




AARP “Enhancing Mobility Options for Older Americans”

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Mobilitat’s “Proposal to Region Nine Development Commission for
Dispa
tching Scheduling Software Program: Technical Overview”



Various Case Studies in rural and urban transportation modes



Various Internet research avenues







4. Analytical Technique:



Surveys, charts, graphics, and data collection will be used to present
results. Region
Nine Development Commission, based on the facts presented in the research, will
conduct full analysis of the research.



5. Bibliography and References:



Full citation and bibliographical references will be provided for this research.







IV. Software Agencies:




Ecolane



I. Background



A. The Company:



Ecolane focuses on the development and sales of various ride sharing software. The two
software programs available via Ecolane are Ecolane DRT ™, and Ecolane Dynamic
Carpool ™.


Their Mission Statement:



Traffic continues to be one of the biggest problems in many cities and
countries, resulting in congestions, delays, pollution and wasted money.
Ecolane addresses this problem by offering end
-
to
-
end solutions for daily
commuting,
as well as business travel by effectively matching more than
one person per vehicle. Ecolane’s software solutions link together modern
mobile and Internet technologies to enable a completely new level of
service for our customers.


Source: www.ecolane.com

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History and Management:

Ecolane is a privately held company founded in 2002 by Sami Pöykkö and Antti Hannula.
Pöykkö, has a strong background in location
-
based services research at Nokia Research
Center, and Hannula is an entrepreneur with more than ten
years of experience in
startup management, financing and marketing.


In addition to the founders, Ecolane's Board of Directors consists of Mr. Ilari Anttila, with
a background in the new technology development, and Mr. Paul Baan (founder of the
Baan Compan
y) with a strong experience in the growth companies.

Ecolane’s current investors include:

George Avenue is a private equity fund, initiated by the Noaber Foundation
(
www.noaber.com
), which invests in the I
nformation and Communication Technology
(ICT) sector to address the Digital Divide with a focus on sustainable development for
late(r) developing communities

Finnish Industry Investment Limited is a Finnish government
-
owned investment
company engaged in eq
uity capital investments and direct investments in venture
capital funds, private equity funds and selected target companies.

Current President and US Representative, Ryan Larsen has worked in the transportation
industry for 24 years. He began his career

working as a bus cleaners, worked his way up
through the ranks to driver, dispatcher, dispatch manager, and eventually found his
niche in software development.

Ecolane’s software:



Ecolane DRT ™ is a software program that is fully

rule
-
based

and
ADA com
pliant
. The
services it provides are broken down into four key components: 1. Reservation, 2.
Scheduling and Dispatching, 3. Management and Administration, and
Mobile Data
Terminals

(MDTs)
.



1.

Reservation features include:



Browser
-
based user interface



Orde
r scripting



Fully configurable Points of Interest



Multi
-
lingual



Order tracking



Self
-
Service web orders



2.

Scheduling and Dispatching features include:



Fully automatic scheduling

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Fully automatic dispatching



Integration to Public Transit Route Planner



Continuous optimization



Street
-
level routing



Configurable Service Rules



Manual override functions



Dedicated/reserve fleets



3.

Management and Administration



Fully configurable service rules



Real
-
time monitoring



Customizable reports



GIS
-
based mapping



Flex
routes



4.

Mobile Data Terminals (MDTs)



Optional



Automated work flow



Click
-
to
-
call



Automatic Vehicle Location (
AVL
)



View job details and job logs



Integration to existing MDTs



Ecolane DRT™ utilizes Crystal Reports as its reporting engine. These reports are
fully customizable. Over 20 standard reports are available via Ecolane DRT™ with
the customization and ad
-
hoc reports providing variety in reports. These can be
expanded to
include federal reporting, billing, vehicle control, and the complaint
process.



Crystal Reports is used to design and generate reports from multiple data
sources. It is the primary report generator with Microsoft Visual Basic.
Currently, Crystal Repo
rts is in its 12
th

version (released in 2008). After being
acquired in 2003 by Seagate Software (later, Business Objects)


an office
software developer


Crystal Services Inc. (the creator of Crystal Reports) was
acquired by SAP in October of 2007. SAP i
s currently the 4
th

largest software
-
developing agency in the world.



Ecolane DRT ™ also utilizes MS SQL drivers. This allows the software to generate
large amounts of data into Microsoft Word and Excel reports as well. For more
information on MS SQL dr
ivers, please see the MS SQL drivers chapter in this
report.





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Ecolane is disciplined when it comes to trading information with its customers.


If
awarded the contract, Ecolane will insist on provide documentation for all major
transactions to ensure tha
t there are no misunderstandings when key decisions are
made.


Ecolane will take the information reports requested in the RFP and conduct a
thorough study of

a company’s business rules and current practices. Based on this study,
Ecolane will solicit a prop
osal of what the reports should look like, to their
understanding. Once awarded, the conversations are mutually inclusive, with the
sample reports written up by Ecolane during the RFP submissions phase being provided
to the user for their comments. That
ensures that the software buyer/user is provided
with a comprehensive reports package. Additionally, Ecolane will trade paper reports
back and forth until they are satisfied that there is a complete understanding on how
the reports should look


based on t
he user/buyer’s specifications. In this way, any
reports generated by the software (samples provided in graphic) are fully customizable.

Ecolane’s Self Service Web Request is less complicated and is used for customers who
wish to schedule their own reque
sts without the need of calling the office to speak to an
agent.



Web
-
Based Interface
:

Ecolane is entirely web
-
based. This allows the users and the transit providers the
opportunity to coordinate rides from any web
-
enabled computer. The web
-
based
system allows for ease of navigation and use. Instead of opening new applications for
multiple tasks, the user and transit provider can simply click on a link to navigate the
features of the software. According to Larsen, other software agencies operati
ng on
Windows
-
based software are using technology that is at least 14 years old. With a web
-
based system, there is no PC back
-
in or need for a PC at all (rides could technically be
scheduled from web
-
enabled phones and mobile devices as well), and the use
r can
access the web pages at any location at any point on the globe.

As a web
-
based system, Ecolane DRT ™ uses auto
-
correct to minimize typing errors
customers sometimes make when scheduling rides. This is incorporated everywhere on
the site, from schedu
ling and dispatching to client login and personal information boxes.
Like many websites that solicit personal information, if a box is empty or the typed
information is not inputted correctly, red text warnings appear on screen to prompt the
user to make t
he necessary corrections.

Operating System:

Ecolane DRT operates on a

Linux

Operating System. Ecolane can, however, operate on
an
Oracle
10g or 11g
database
.

Its overseas operations often use
Oracle
, but the
software here statewide uses
Linux
. The re
asons for a
Linux

operating system are:

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It’s free
: which lowers the cost of the software to the consumer



It’s stable
: according to Larsen, there has not been one minute of unplanned
downtime in the past 13 months



It has a fast development cycle:

which incr
eases the speed of which Ecolane can
deliver its product to the consumer, as well as any requested custom upgrades



It’s scalable:

it can handle an ever
-
growing amount of data and work and can be
scaled to the size of any transportation operation



Security:


it keeps private data safe



It’s great at virtualization and can run windows as well

Independent Automation:

Ecolane is fully automated. This limits the amount of decision
-
making the dispatching
staff has to do. Ecolane’s automation has the ability to o
perate with a minimum of staff
interference. It frees up staff time to focus on problems that can only be resolved via
the human element. Problems such as vehicle breakdowns, driver/rider or rider/rider
conflicts (for example: Driver A can’t ride with M
rs. Smith for various reasons or Mrs.
Smith cannot ride on the same vehicle with Mr. Johnson), etc. are problems that require
the ingenuity and problem solving skills of human beings.

Consequently, the software will not reschedule manifests already in v
ehicles. For
automation to take effect, rescheduled rides need to be logged before the driver is in
route, or 55 minutes prior to the time of pickup. Once this happens, then dispatch
needs to manually make these changes. The full automation allows the
dispatcher free
time to do this as needed.

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This graphic outlines Ecolane’s business model in a nutshell. Full automation frees up
staff to work on unplanned daily delays, and raises the performance of all employees of
any transportation operation
across the board. Rather than have one star employee on
a five
-
member team perform at 95% productivity, automating the day
-
to
-
day tasks of
transportation providers raises the productivity of the entire staff to that of the star
employee.

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Ecolane recent
ly finished a project in Arlington, Texas. Their daily On
-
Time Performance
(OTP) has increased to 95
-
97%. This graphic shows the benefit of full automation. This
report, generated by Ecolane’s software, shows how a daily OTP can be turned around
after a

rough start


essentially, rebounding in the 7:00 a.m. hour to help close the day
at a 97% OTP success rate. According to Larsen, without automation, a tough start
could have a transportation operation playing catch up all day. It should also be noted
t
hat the ability for this software to rebound quickly
--

and adapt to daily challenges
--

can occur during peak hours (rush hours, lunch hour, etc.) as well.


Self
-
Service Web Request Feature:


Ecolane DRT ™ has a Self
-
service web request feature.
Self
service is a simple application
that is used for customers who wish to schedule their own requests without the need of calling
the office to speak to an agent.

Here is how it works:

1. The customer clicks “Create a New Order”:

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Image courtesy of Ryan
Larsen, Ecolane USA.

The screen above is the screen that a customer would access via a web
-
portal posted on
a remote site or the transportation entity’s website. At the top of the screen is where
the customer will be picked up. At the bottom of the scre
en is the customer’s
destination. In the pick
-
up section of the screen (appropriately labeled “from”) there are
four blank fields. Those fields are for the address street number, street location, and
city. There is an additional open field for notes.

Li
ke the top section of the screen, the middle section has the same address fields, but in
this case the fields indicate drop
-
off location.

The bottom section is where the customer enters additional information about the ride


i.e. funding, trip purpose,
whether or not they need assistance, and number of
companions, children, if the rider needs an assistant and other passengers. These are all
configurable to any transportation entity. Also, this screen has a calendar to help the
customer select the righ
t date for the trip.

2. After filling out the trip screen, confirm order:


Once the customer completes the check out,
they are taken to a confirmation screen that
allows them to cancel the trip, order a return
trip, copy the trip and return to the main pa
ge.
It should be noted that every successive screen
has prompts that prompt you to the next
screen. If any information is inaccurate or
incomplete, a red warning message will appear
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on screen instructing the user to make changes to his or her order. This

is done to
ensure that the customer gets on the right trip, at the right time, with the correct billing
structure in place, and the correct number of additional passengers.


3. Set up trips for the future, make them reoccurring, or cancel a trip:



Ima
ge courtesy of Ryan Larsen, Ecolane USA

Above is an image of a customer’s travel history. This can be viewed by Ecolane staff, transit
operators, and the customer.

One interesting note is that this training link can be added to any website of the
provid
er. For example, MNDOT could place a link to the Self
-
Service web page directly
on
http://www.dot.state.mn.us/
. When the customer clicks on this link and creates a
new order, and then clicks on web
-
based train
ing for customers, he or she can provide
their own notes to send to the drivers.

The one caveat is that the client must know what his or her funding source is. It is also
essential to be sure that the initial funding information is imputed properly. Mult
iple
billings sources can be utilized (see next section).

Billing:

Multiple billing sources are available. Ecolane’s DRT ™ software has the ability to
incorporate multiple billing agencies and multiple riders on one ticket. There is a
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funding sources p
ull
-
down tab that is fully customizable. To format this correctly,
Ecolane would need to be provided with all of the fund sources options available. If the
provider (or user) provides Ecolane with a list of funding sources, they can format the
billing co
mponent accordingly.

The only limitation to multiple billing sources is that the billing source cannot be
switched mid
-
ride.

In the event that there is a change in the number of billing sources, or rider variables,
Ecolane can make the necessary adjustme
nts


either adding or deleting one or many
funding or billing entities


on their end. The user simply contacts Ecolane and provides
them with the change requests and Ecolane makes the changes. This takes
approximately five minutes or less. According
to Larsen,
Ecolane’s average response
time for 2008 on support request items was an hour or less. So, theoretically, a user
could drop or add a funding source from its billing component, log the support request
with Ecolane, and be using the new billing s
ource in an one hour and five minutes.


Help Desk:

When a problem arises that requires aid of the help desk, a ticket is created and e
-
mailed to the user as well as to Ecolane’s Support Team. Ecolane then sends a response
e
-
mail letting the user know th
at the ticket has been resolved and what actions were
taken to resolve the issue. These issues are archived forever and can be viewed by both
Ecolane and the user for as long as it remains in the system


assuming, of course, that
either the user or Ecol
ane does not delete it. The Ecolane Help Desk is available 24
hours per day, 7 days per week. All tickets used in training are kept by Ecolane and
used to broaden its Frequently Asked Questions data and categorically used for future
training exercises.

Implementation:

Ecolane’s standard mode of operations for implementation of the software, upon being
rewarded with a contract, is as follows:

1.

Ecolane arrives at the user’s site of operations. That visit
lasts approximately 2
-
3 days depending on the size of the
operation. There they observe the user’s logistics.

2.

While observing, Ecolane staff will review the host
company’s business rules and p
rocedures.

3.

Based on the documents reviewed and information
gathered during observation, Ecolane staff will create a
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“Business Rules” document outlining in great detail what
Ecolane knows, what Ecolane has observed, and how it will
integrate the client’s bu
siness model into Ecolane’s
software format.

4.

Ecolane schedules a meeting, either via phone or in
person, to outline point
-
for
-
point what they have
observed and provide for recommendations on how to
proceed with implementation of the software.

5.

At this meeti
ng, Ecolane will provide an implementation
timeline, with specific tasks and dates of completion. This
timeline is milestone driven (meaning: once Task A has
been completed, Task B can begin).

6.

Ecolane then returns to the host site for a test week. This
is done to ensure that everything is going smoothly before
the software “goes live”.

7.

Two to three weeks later, Ecolane will begin training staff
and essential personnel on how to use the software. This
is done as close to “Go Live” as possible, to prevent

cross
-
over mistakes while using two co
-
existing software. This
also ensures that the user’s training is fresh, and then once
fully trained, the user can discard old methods and
proceed with Ecolane formatting.

8.

The Go
-
Live generally occurs 2
-
3 months af
ter being
awarded the contract. According to Larsen, Ecolane was
able to “Go Live” in Arlington, Texas (see: case study) in as
little as 28
-
days but it was incredibly strenuous and there
are zero margins for error. A more realistic timeline is 2
-
3
months
.

Google Earth:

Ecolane uses Google Earth for its mapping source.
Google Earth

is a
virtual globe
,
map

and
geographic

information

program that was acquired by
Google

in 2004. It maps the
earth through superimposed images obtained from
satellite imagery
,
a
erial
photography

and
GIS

3D

globe. These maps are updated frequently, are current, and
allow the user an opportunity to view routes and vehicles by geocoding those routes
and stops onto the maps provided by Google Earth.

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Mobilitat



I. Background



A.

The Company:



Mobilitat is a Certified Disadvantaged Business Enterprise (DBE) in the states of
Wyoming, and Nevada, and has an application pending in the State of Georgia.

Mobility Works Inc., or Mobilitat, was founded by Cindy Johnson in Green River
W
yoming in 1998 to provide affordable paratransit scheduling software for smaller,
rural transit agencies. Since its inception it has grown to employ 6 full time staff, has
over 60 installed systems, 3 editions of its software, including advanced capabiliti
es to
provide software for systems ranging from 2 to 150 vehicles.

B. Mobilitat’s mission statement:

Mobilitat’s mission is to empower Mobility Managers of small and medium transit
systems through consulting services and innovative computer aided dispatchi
ng
software and shared information. Rural and medium size urban Mobility Managers must
be equipped with the knowledge and the technology in order to stay in business. The
ultimate goal is to help them provide more rides (which equates to more revenue) from

their fixed investment (vehicle fleet).

Easy Rides was designed to help Mobility Managers increase accountability, increase
productivity and decrease the amount of time spent completing reports.

C. Mobilitat’s Software:

Easy Rides is a computer aided disp
atching system developed by Mobilitat. It was
designed for use by rural demand response transit systems serving the elderly,
handicapped and the general public. The reporting capabilities of Easy Rides allow for
completion of Federal, State and local repor
ts. Larger transit agencies of up to 150
vehicles use our more comprehensive software, Easy Rides Plus.

Easy Rides Plus can include GIS and Auto scheduling to facilitate the use of
Mobile Data
Terminals (MDTs)
, swipe cards, and Automatic Vehicle Locator (
AVL
) systems.

D. Easy Rides Starter

Easy Rides Starter was designed for small rural systems with fewer than 10 routes.

Easy Rides Starter is fully upgradeable to Easy Rides for additional functionality. Easy
Rides Starter incorporates many features previously available only in very expensive
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software. For Easy Rides Starter, training is conducted remotely via GoToMeeting
o
nline.

For Easy Rides Starter, no Geographical Information Systems (GIS) is used. Easy Rides
provides three levels of geographical discrimination: neighborhoods (sites), zones, and
jurisdictions.

Easy Rides Starter Features Include:

Scheduling:



Clients Default Data Table



Enhanced Client Data Form



Frequented Addresses



Single Reservation Entry Point



Trip Tickets



Return Trips



Multiple Leg and Group Trips



Subscription Trips



Suppress Subscription Trips



Short
-
Term Repeat Trips



Temporarily Loc
k Out Clients



Point
-
and
-
Click Scheduling



Auto
-
complete Addresses

Dispatching:



Multiple Screens at the Same Time



Undo/Redo Schedules



Point
-
and
-
Click Dispatching



Hide/Unhide Runs (Routes)



Color Coded Zones



Six Styles of Manifests



Export Manifest Dat
a

Reporting:



Comprehensive Ticket Archive



Comprehensive Report Generator



Export Report Data to MS Excel



New Clients This Month



Consolidate Redundant Addresses



Fare Reconciliation



Back/Up Restore Utilities

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Archiving Feature

Easy Rides Basic

Designed for small to medium sized systems, Easy Rides Basic has all the features you’ll
need in an affordable, easy to use package.

Easy Rides Basic has all of the features of Easy Rides Starter but with no limits how many
vehicles or routes you can opera
te. Easy Rides Plus included extra customizable lists for
recording extra data for clients and trip tickets. It also includes Trip Validation, an
enhanced dispatch board with a staging area, Route Parameter Replication (RPR) for
simplified scheduling and a

Rides Analyzer tool to quickly get the data you need.
Training is provided via GoToMeeting and an onsite visit.

Based on Microsoft SQL
Server

technology, the Easy Rides
database

is open for
customers to develop their own analysis and reports using MS Access, Crystal Reports,
etc. In addition, Easy Rides provides export capabilities to Excel, an enhanced Report
Generator, and four standard reports.

Even without expensive Geographi
cal Information Systems (GIS), Easy Rides provides
three levels of geographical discrimination: neighborhoods (sites), zones, and
jurisdictions. Grouping trips and reporting trip information is easier and much more
powerful using this advanced technology.

Easy Rides can filter the types of tickets that can be assigned to specified vehicles and
runs. Runs and vehicles may be reserved for certain funders, providers, and custom
parameters specified by the user. You can also check to see if seats and/or wheelc
hair
slots are available before assigning a requested trip.

Easy Rides Basic Features Include:

Scheduling:



Clients Default Data Table



Enhanced Client Data Form



Frequented Addresses



Single Reservation Entry Point



Trip Tickets



Return Trips



Multiple Leg

and Group Trips



Subscription Trips



Suppress Subscription Trips



Short
-
Term Repeat Trips



Temporarily Lock Out Clients

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Point
-
and
-
Click Scheduling



Auto
-
complete Addresses



Route Parameter Replication



Trip validation

Dispatching:



Multiple Screens at the Same Time



Undo/Redo Schedules



Point
-
and
-
Click Disapatching



Hide/Unhide Runs (Routes)



Color Coded Zones



Six Styles of Manifests



Export Manifest Data



Dispatch board stage



No Route or vehicle limits

Reporting:



Comprehensive Ticket Archive



Comprehensive Report Generator



Export Report Data to MS Excel



New Clients This Month



Consolidate Redundant Addresses



Fare Reconciliation



Back/Up Restore Utilities



Archiving Feature



Rides Analyzer



3 extra customizable trip lists



Customizable client lists



Support for secondary funders



Affiliations support

Easy Rides Plus

Easy Rides Plus is designed for medium to large systems that have more advanced
dispatching and reporting needs. Easy Rides Plu
s has all of the features of Easy Rides
Basic, plus Integrated Geographical Information System (GIS), Auto
-
Scheduling,
Automatic Vehicle Location (
AVL
), Customizable manifests, and additional reporting
capabilities. Easy Rides includes all of the features
important for operating an efficient
transit organization. Training is provided via GoToMeeting and onsite.

Easy Rides Plus Features Include:

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Scheduling:



Clients Default Data Table



Enhanced Client Data Form



Frequented Addresses



Single Reservation Entry
Point



Trip Tickets



Return Trips



Multiple Leg and Group Trips



Subscription Trips



Suppress Subscription Trips



Short
-
Term Repeat Trips



Temporarily Lock Out Clients



Point
-
and
-
Click Scheduling



Auto
-
complete Addresses



Route Parameter Replication



Trip validation



Auto Scheduling



Optional Trip Import tools



Sub
-
set Optimization

Dispatching:



Multiple Screens at the Same Time



Undo/Redo Schedules



Point
-
and
-
Click Disapatching



Hide/Unhide Runs (Routes)



Color Coded Zones



Six Styles of Manifests



Export Manifest Data



Dispatch board stage



No Route or vehicle limits



GIS Tools



Pseudo
AVL




Optional full
AVL




Customizable Driver Manifests

Reporting:



Comprehensive Ticket Archive



Comprehensive Report Generator



Export Report Data to MS Excel



New Cl
ients This Month



Consolidate Redundant Addresses

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Fare Reconciliation



Back/Up Restore Utilities



Archiving Feature



Rides Analyzer



3 extra customizable trip lists



Customizable client lists



Support for secondary funders



Affiliations support



Volunteer Details





II. Easy Rides Functional Specifications



A. Passenger Registration.



Figure 1 (page 6) is a terminal display of a typical client list. It has functional buttons
available that allow the user to highlight and select a specified cl
ient from the list. By
clicking on the specified client, the user enters the Client Form where he or she can
begin entering and editing client data (as seen in figure 2, page 7). Here you will also
see default data that outlines the client’s trip ticket
. This can be expanded or minimized
based on the user’s preference (see figure 3, page 8).



The following information is stored for client using the Client Form (figure 2):





Client identification number



Client name



Home address



Mailing address (if diffe
rent than home address)



Sex



Telephone number



Date of birth



Ethnicity



Social Security Number



Language preference



Emergency Contact



Disability code or physical needs (i.e. need for an attendant/aide, seeing eye dog,
etc.)



Type of payment code (paid, prepaid
, etc.)



Agency, doctor, or employer with detail specifics (i.e. full name, address, phone
number, etc.)



Required vehicle type code (sedan, van, bus, etc.)

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Service type code (including taxi and individual trip reimbursement)



Additionally, the Client Form has seven fields that are fully customizable via combination
boxes or drop
-
down tabs. In this image they are listed as “DBase 1” through “DBase 7”.
The example, shown here in expanded view, shows a customizable piece for a
billing
component


i.e. Medicaid, but can be also used for
ADA

eligibility, income, taxonomy
codes,
ADA

certification, visitor information, passenger trip history, or directions.



Consequently, these customizable tabs can designate the type of ride ser
vice the client
uses the most. For example, VINE: Faith in Action (located in Mankato and St. Peter,
MN) uses these customizable tabs as a volunteer delivery service that deploys many
different types of civilian vehicles (i.e. sedans, vans, trucks). Metr
o Transit, on the other
hand, is one of the country's largest transit systems that deploys buses, trains, carpools,
and vanpools. These tabs can be customized to reflect client transportation history.



This screen also has a frequented address display th
at allows the dispatcher to select a
destination based on the client’s most frequented routes.



All of the addresses are maintained in the Address Table. This table provides the
necessary information to allow for Auto
-
Complete, map display, and auto
-
sche
duling
features. Figure 4 (page 8) shows the editor for managing the address table and figure 5
(page 9) shows a snippet of a map accessed via the geocode feature. New addresses
can be added to the Address Table via updating the Client Form or upon crea
tion of a
Trip Ticket. These addresses are automatically geocoded, and if the geocoder cannot
find the address in its
database
, it will produce a list of similar addresses for the user to
choose from. Additionally, the user can access the map
database

manually by pointing
and clicking on a larger map to geocode the desired area.



B. Reservations



The Trip Ticket Form shown in figure 5 (page 9) is loaded from the clents default
information. Reservations are made here. They can be done via the freque
nted address
drop
-
down tab or as a new address that wll be automatically geocoded at this point. In
the middle of the screen on the right, there is a “Check Feasibility” button. By clicking
on this button, the user can prioritze rides via pick
-
up, drop
-
of
f, or both by checking the
potential routes a trip could be assigned to. This feature allows the dispatcher to check
the feasibility of a trip and receive a list of all feasible buses in the order of priority. To
the left of this button is the “Board Tim
e” that can be modified by the user. Each stop is
called a “leg” and by clicking on the “Next Leg” button, the user can generate a ticket for
the next stop of the trip.



The following features are available through the Trip Ticket Form screen:





Passeng
er’s name

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ID number



Disability Code



Vehicle Code (the vehicle code is associated with the route)



Date of trip request (time stamped automatically onto the ticket)



Number of attendants and/or escorts



Scheduled date(s) of service



Pick
-
up location and zone (c
oded) that is identified by the site



Destination location with detail specifics (business name, address, and coded
zone)



Requested pick
-
up/arrival time



Required arrival time to destination



Specifics/comments that can be added via the Trip Notes box



Repeat
information for return trips and including “will calls” (if applicable)



Multiple legs for the trip that are generated via the “Next Leg” button



Service type



Agency billing code



Payment type



Frequent destinations (obtained from the Addresses drop
-
down tabs
)



Agent code (automatically stamped using the current user name)



Trip type/purpose (shopping, medical, social, etc.)



Subscriptions are created using the Create Multiple Trips screen (figure 6, page 10).
These can be created as Short Term trips and Long
Term trips. Short Term trips are trips
that are repeated for a shorter duration of time (i.e. a week or two, or a month or two).
Long Term trips are trips that are repeated for a longer duration of time (i.e. many
months, years, etc.).



In this screen
there are tabs corresponding with the days of the week. By checking a tab
and then clicking “Create Trips, a trip can be scheduled for any day of the week. Special
Trips can be created as date
-
specific using an archived calendar that can be scrolled
forw
ard (to check for future trips) or backward to check previous trips. Using this
feature, the dispatcher can reference routes from previous days. Easy Rides software
can accept modifications up to and during the scheduled service.





C. Manifests



Four
teen manifest styles are provided for printing routes and driver manifests. These
can be archived using Microsoft Excel and printed/edited as needed.



D. Dispatching



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Easy Rides provides three ways to view a daily transit schedule, and all three can be
viewed at the same time. The daily schedule is also accessible at the same time a Trip
Ticket is being made. Figure 7 (page 11) shows each of these views in the daily schedule
screen. Here modifications to a route (additions, cancellations, and no
-
shows
) can be
changed immediately on a real time basis.



Easy Rides provides three methods for Auto
-
Scheduling: Feasibility, Auto
-
Step ™, and
Auto
-
Batch Scheduling
.





Feasibility checks the possibility of scheduling an individual trip on a given route
in
the order of priority. This process generally takes less than two minutes.



Auto
-
Step ™ scheduling steps the scheduler through each of the unscheduled
trips and provides a list of available routes for each. This process generally takes
less than two minutes
.



Auto
-
Batch Scheduling

schedules all unscheduled trips according to the
parameters selected by the scheduler. This process may take longer than two
minutes depending on the number of unscheduled trips.



E. Trip Data Processing/Data Entry



The design of the Easy Rides software allows the user to provide information to
scheduling and dispatching staff, and provide data for management information reports.



F. Management Information/Client Billing





Mobilitat’s software can produce tables
based on performance criteria such as pickup
performance, number of riders transported, trips in a given timeline, and generate
reports based on any information stored in its
database
. Because Easy Rides uses an
open
database

connected with an MS SQL
serv
er,

users can develop reports by linking
with Excel and Visual Basic with the
database
.



Easy Rides stores all the data collected during reservations, scheduling and dispatching
in its
database
. Through these data the user can generate the summary and st
atistical
information desired. Mobilitat provides five standard reports as well as a general report
generator and accessibility to the
databse
. Figure 9 (page 14) provides illustrated
examples of custom customer reports. Since data can be exported into
an Excel file,
charts and graphs and tables can be produced in xls files.



For more detail on what an MS SQL driver does, please see MS SQL Chapter VI.





G. Driver Record Keeping



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Easy Rides provides a driver record
-
keeping feature to record driver
training, license
number, years in service, disciplinary record (memo field) and on
-
time performance.



H. Instillation on a Computer Network



Mobilitat can install Easy Rides software on any networked
server
. Easy Rides is a
stand
-
alone application that

can interface with a conventional MS SQL
server
.

According to Cindy Johnson,
Oracle

databases are used primarily overseas but aren’t
common place in the United States.



I. Computer Hardware



Equipment requirements vary according to the size and activity of the customer. Like
any software, performance will improve with faster processing speeds and increased
RAM (memory). Essentially, the performance of the software is dictated by the ability
to
process information and access memory by each individual computer. The computers
used must have the resources to process the visual interface and the
server

requires
resources to manipulate the data. In addition to the computers used, the performance
of the software is also heavily reliant on the
server

as well as the speed and stability of
the network connectivity.



The following minimum requirements are needed per workstation:





Intel Pentium III Processor at 700 MHz and 256 MB RAM (for small
systems)



Intel Pentium IV Processor at 1.5 GHz and 512 MB RAM (for larger systems)



MS Windows XP Pro (will run in Windows 2000 Pro)



Microsoft Office



20 GB hard drive



Available USB port



CD ROM drive



Network connectivity



Recommended 19” or lager viewable sc
reen monitor (scheduler and
dispatcher), 17” viewable screen monitor (reservations)



Mouse or other pointing device



The following minimum requirements are needed per
server
:





Intel Pentium Processor at 1.7 MHz and 1 GB RAM



Microsoft Windows XP preferred
or Windows Professional/
Server

2000



Microsoft Office



MDSE or MSSQL
server

installation compatibility



40 GB hard drive



Available USB port

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CD ROM drive



Network connectivity



Backup media



17” monitor



Shared or network printer



Mouse or other pointing device





J. Training and Documentation:



Based on an RFP submitted to Region 9 in 2005, Mobilitat provides the following
training:





Driver training



Dispatch staff training



Management training



Technology support staff/system administrator training



The staff
provided on
-
site training for VINE: Faith in Action in Mankato, Minnesota.
Training was conducted over a four
-
day period and was conducted by Mobilitat staff
and Cindy Johnson, President of Mobilitat. Additional follow
-
up training was conducted
on two se
parate occasions, three trips in all, concluding with an advanced follow
-
up
training after one to two months.



VINE used this software to enhance its volunteer driver program, and according to
transportation manager, Carol Clark, the set
-
up required a gre
at deal of customization.
The training and implementation was broken down into four distinct tasks:



Task 1: The purpose of this task was for the job site to prepare for the first Mobilitat trip
and facilitate on
-
site installation. The process involved

was as follows:



VINE sent a copy of their electronic
database

to Mobilitat and prepared a
detailed list of fully customizable parameters. As a volunteer driver service,
these included: drivers, mileage, and routes. In this phase, Mobilitat also asks
fo
r approximations of the geography of the area.



Mobilitat then reviewed the information at their headquarters to better prepare
for installantion and implementation.



VINE was asked to modify the electronic database according to suggestions
made by Mobilitat
. The modified database was then sent back to Mobilitat.



Task 2: This occurred during the first trip. The objective was to install, implement and
provide initial training.



On Day 1: Cindy Johnson met with VINE’s transportation personnel to establish

a
final set of local parameters. Emphasis was placed on things such as: funding,
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provider, rates, fare types, driver zones, GIS boundaries, and jurisdictions. Cindy
also acted as a consultant to provide training as the work was performed.



During Day 1,

Cindy installed the Easy Rides software on each of the
workstations and installed the GIS software.



During Day 2, VINE and Cindy Johnson worked together to further define the
local parameters and input the parameters into the computer. Again, training
w
as conducted hands
-
on as the work was being performed.



During Day 3, Cindy and VINE staff worked to input local addresses to manually
geocode addresses missed by the Automatic Geocoder from day 2. This is also
the phase in which drivers were trained in t
he use of driver manifests.
Additional Mobilitat staff was on hand to help VINE create a schedule and create
driver manifests for day 4.



During Day 4, VINE was able to begin dispatching drivers using Easy Rides.
Additional staff from Mobilitat headquarter
s helped provide additional trading in
a web
-
based encrypted and secure virtual meeting program.



Task 3: This was conducted during the second trip to VINE. The objective of Task 3 was
to resolve any problems that had come up since the last meeting, a
nd provide further
training for scheduling, dispatching, and reporting. This training lasted approximately 1
and ½ days.



Task 4: This was the third and final trip Mobilitat made to VINE’s offices and was done to
resolve any problems that arose since t
heir last visit. Like Task 3, this training lasted
approximately 1 and ½ days and was conducted by Mobilitat staff and Cindy Johnson.
The request was made to provide Mobilitat with a conference room and a white board
and a 6’ table as a minimum for the e
xclusive use of the Mobilitat training staff while
working on site.



According to the RFP, this procedure was consistent with previous training experiences
with other implementations the size of VINE


a small volunteer transportation provider.
This was done to bring the training and implementation to the site in which it w
as to be
used and enhance the training by allowing the user to work with the software using
local data. Prior to implementation with VINE, Mobilitat’s previous attempts to train
using sample data rather than real data for integration and implementation we
re not as
effective.



The initial training was completed within two weeks after the award of the contract. In
the RFP an offer was also made for additional advanced training as needed after the 4
-
Task training was completed. The cost was negotiable and

VINE staff never requested
the additional training. Upon completion of training and installation, Mobilitat provided
VINE with copies of user handbooks on CD.





K: Warranty and Quality Assurances:

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Mobilitat warrants that on the acceptance date, the
software furnished is free from
significant programming errors and defects in workmanship materials.



Mobilitat warrants that any and all software issues, reported by other clients will be
disclosed in writing before purchase commitment. These include re
ported issues that
Mobilitat disputes.



Mobilitat warrants that the software will operate and conform to the performance
capabilities, functions, and other descriptions and standards as identified in their
contracts and all supplemental information provid
ed by Mobilitat.



Mobilitat warrants that the software purchased will be delivered on schedule, and that
contract services will be performed in a timely and professional manner, reasonably
close to the schedule provided in the project plan (subject to app
roved updates).



Mobilitat warrants that qualified, professional personnel will perform all work and
services as described in the contract.



Mobilitat warrants that the services and software will conform to the standards
generally observed in the
industry for similar services and software.



Mobilitat warrants that the software, its license to and use by the user, and the
performance by licensor or the services, will comply with all applicable laws, rules and
regulations.



Mobilitat warrants that
the licensor will repair or replace, at its own expense, any defect
in the software or the documentation the user identifies at any time during the twelve
-
month period immediately following the signature of contracts. Software modifications
implemented by

Mobilitat to repair or replace software source code will extend this
warranty so that the user has twelve months from the date of written approval of
installed updates to identify other errors or defects.



Mobilitat will resolve, at its sole expense, the

infringement in a manner agreed to by the
user via one of the following methods:



A.

Modify the software and/or documentation so that it is non
-
infringing;

B.

Obtain a license for the user to continue using the software and/or
documentation;

C.

Substitute the
software and/or documentation with other software
and/or documentation reasonably suited to the user; or

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D.

Terminate the license for infringing software and/or documentation
and refund the license fees and all other contract costs and fees paid
for the infri
nging products.



Mobilitat warrants that the software provided is free from intentional viruses or other
intentional programming defects.



Mobilitat warrants that no person, organization, owner or web site, or other resources
will be subject to lawsuit,
or request for civil remedies, based on work performed
related to the project and its contracts.



In addition to the warranty outlined above, Mobilitat provides toll
-
free telephone
support during normal business hours (6 a.m.


5 p.m. Mountain Time), and
is capable
of solving any software
-
related problems. Mobilitat also provides an emergency phone
number for contact outside of normal business hours.



L. Software Upgrades:



Mobilitat offers its customers no
-
cost upgrades during the duration of their supp
ort
agreement with the user. Authorized customers may download upgrades from the
Mobilitat website (www.mobilitatsoftware.com).



M. System Backup:



System backup can be performed via external media using utilities provided by
Mobilitat. To minimize the

amount of down time due to a system failure, the following
steps are taken:



Prior to system failure:



The user will receive an Easy Rides installation disk.



On a daily basis the user is expected to create backups of their database.

In the event of a sys
tem failure:



The Easy Rides system will be installed either permanently or temporarily on a
different computer in the network. Both the Easy Rides installation disk and the
database backup are required to perform this installation.



Mobilitat staff will b
e available to answer questions, walk through installation, or
perform the installation via remote
-
control software.



The proposed system must have the following components during installation: SQL
Server

Database, Easy Rides installation, and GIS informa
tion. These components will
be installed in one of the areas listed below:





In the
server

(single computer) with an SQL database and Easy Rides
software installed.

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On a workstation (multiple computers) with shortcuts to Easy Rides program
on the
server

and GIS information.



The process for data migration is as follows:



The user will submit their data in electronic format to Mobilitat three weeks
prior to the installation.



The data will then be used to develop a conversion program to move the data
into
the Easy Rides database. The three
-
week period will allow for testing and
data migration.



The physical conversion will take place when Mobilitat staff arrives at their
headquarters in Chattanooga, Tennessee, to perform the installation.


Routematch:


A.
The Company


RouteMatch Software is headquartered in Atlanta, Georgia, with seven additional
offices across the United States. It comprises a team of software engineers, Internet
technologists, computer scientists, management information experts, database

management professionals, and transportation consultants. RouteMatch is dedicated to
the success of its clients and has been established around a philosophy of building state
-
of
-
the
-
art technology and professional services, while providing unparalleled cu
stomer
support and maintenance.


According to the Rout Match website,
www.routematch.com
, their technological vision
is to minimize the total cost of ownership (TCO) of the software solutions used in the
Transpor
tation Sector while increasing the benefits of automation and cost savings
derived from world
-
class software.


RouteMatch pioneered the use of hosted Applications, commonly called the ASP model,
in its sector and has created business models that dramatical
ly decrease the upfront
costs and risks normally associated with traditional software implementation projects.


As a trusted partner and technology supplier, RouteMatch realizes that in the world of
mission critical ITS technologies, success can be fleetin
g unless continued support is
provided.


It realizes that its success depends upon the success of its customers.


For
that reason, its customers are a never
-
ending focus as they leverage their market
position to provide the very best support and ITS techno
logies available.

Additionally, RouteMatch has four offices in Minnesota. They have installed software in
245 public, private, and non
-
profit transit entities in 43 states.

B. The Software

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RouteMatch sells three distinct software products, and the differ
ence is in the level of
automation that you get. Full automation (like Ecolane) costs more, while less
automation costs less. Their three basic software services are:

1.

RouteMatch TS



Fully Automated Scheduling and Routing

2.

RouteMatch PM



Computer Assisted Sc
heduling and Routing

3.

RouteMatch XP



Manual Scheduling and Automated Data Management


These three provide ability to easily mix and match feature and functionality to deploy
the system that meets operational needs. They are scaleable to easily upgrade to mo
re
advanced functionality. All RouteMatch’s screens provide a “plug in” architecture to add
additional modules as needed.



Image courtesy of: RouteMatch


Above is a screen shot of a typical trip ticket. On the left side of the screen there are 9
distinct applications:




Reporting

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Customers



Vehicles



Drivers



Trips



Scheduling



Dispatching



Verification



Funding Sources


The trips screen works in real
-
time to help the dispatcher schedule rides. On the upper
left
-
hand side of the screen there is a client
list. This includes every person in the
database

and is fully searchable. To add multiple riders to a trip, simply hold down the
*Shift* key and scroll to the second rider.


On the top of the screen there is the rider’s name, time of scheduled trip, a
nd a
confirmation code. Beneath that box, there are pickups and dropoff boxes that help the
scheduler coordinate ride schedules.


There is also a tab on the right
-
hand side of the screen that indicates previous trips


which are archived with the rider af
ter every trip and easily accessed for future rides.

Other boxes with drop down tabs include:





Funding Source



Fair Type (with a comments box)



Mobility Type


Of particular note is near the bottom of the screen. There is an icon for the number of
attenda
nts with a billing category in the form of a drop
-
down tab that allows the person
entering the trip to simply scroll and choose from any number of imputed billing
agencies.



Image Courtesy of RouteMatch


This is where you can combine passengers to
incorporate multiple riders and add
features such as:



Isolate from other passengers



Service animal with customer



Car Seats

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And directly below that, you can click on an icon and make the trip into a “Standing
Order” that repeats itself on a calendar cycle


i.e. every hour, every day, once per
month, etc.



Features:


1. Customers module:


In the Toolbar there is a list of all customers in a transit operator’s directory. You can
then utilize the SEARCH feature (which is good for the large customer
databas
e

that the
state of Minnesota will use) to narrow your search.


2. Custom Field Tabs:

You can add up to 10 custom field tabs.


3. Audit Log:

you can look up changes made by administrator, date, and time. For
example, why was “Elizabeth Miller changed from Ambulatory to wheelchair?”


4. Vehicles Module:


The vehicles screen allows the user to add, edit and delete vehicles and vehicle
-
related

information such as Vehicle ID, VIN Number, Route Color, and more.


5. Drivers Module

(all these modules are on the left with toolbars on the bottom):


The drivers screen allows the user to add, edit and delete drivers and driver
-
related
information such
as phone, address, comments, and Onboard vehicle device.


6. Trips Module:


The trips screen allows the user to insert or schedule a Trip in Standing Order in real
-
time. There is a tab for funding source here, and it is customizable based on the
transportation operator’s needs (example:
ADA
).


7. Address Module:


The address scr
een holds all GeoCoded addresses and makes it easy to search, add and
edit addresses with the click of a button.


8. Reporting:


There are multiple ways to get information:


Paratransit Software Report