NSCP Smart Card Scheme Design Workshop Introductory Session

2. NSCP Smart Card SchemeDesign WorkshopIntroductory Session Prepared by Smartran Ltd Version 0.8 (08/04/05)

3. Welcome & Introductions • This workshop is an opportunity for you to explore the factors affecting the design of a smart card scheme • Your facilitators for this workshop: Kevin Farquharson & Philip Weerakody (Smartran Ltd) • What are your objectives from today?

4. Acknowledgements The following organisations have contributed resource and materials to develop the SCNF workshops: • Smartran – Design Workshop • Unicard – Business Case & Sample cards • Smart Citizen – Card survey • Scoll Methods - Procurement • ACT - Implementation

5. Workshop Agenda • Introduction • How do you assess the needs? • Role Play Exercise 1 – Cards and Forms • Analysing the needs and high level design • Full workshop scope & information sources • Summary and Next Steps

6. Establish Initial Scope & Priorities • Which LA services (eg Libraries, Leisure, Schools)? • Where are the locations for these services? • What uses within the identified service areas? • Who will be involved (staff, citizens and other parties)? • What information is required for each identified use? • How are these services currently provided? • Tip – think about the points of contact and interaction between the citizens, the LA services and current systems and processes. What happens with the current organisation and systems?

7. LA Service Location A Location B Location C Where? What? Who? Process 1 Eg enrol Process 2 Use a service Process 3 Pay for something Local Resident Receptionist Teacher

8. Analysing Needs and High Level Design

10. General Needs (examples) • Satisfy E-Government initiatives for access to services. • Inclusiveness and Accessibility – Easier access to services for all groups in the community • Reduction of cash handling and the related costs. • Better citizen authentication and identity management • Reduce levels of fraud • Better levels of information on citizen services take-up and preferences. • Encourage local or national initiatives such as use of public transport.

11. Local Needs (examples) • Create a cashless school meals environment • Promote tourism with better and easier access to tourist services for visitors • Provide concessionary leisure centre cards in the locality • Help resolve parking problems in the locality.

12. High Level Design • We have already looked at Services and Locations, which leads to what applications will the scheme implement. • Will the scheme have a networked centralised back office • Will transactions be collected and stored by the systems • What are the expected volumes of usage/transactions • What level of security does the scheme need to support • What levels of interoperability will be supported (card,systems). • What are the alliances and partnerships for the scheme. • Will the card be used as an identity token for central identity management. • Which card

13. Typical Applications • Library • Leisure • School • Tourism • Parking • Housing • Transport • Identity/Entitlement • Purse • Loyalty • Benefits • Authentication/Access

14. Draw up Solution cards - Service • Service • Uses/Functions • Locations • Staff and Citizens involved • Processes • Information required

15. Template Solution Card Scheme Name: Services: eg Library, Leisure, Housing Users: Staff at location Other council staff Council Locations: Functions/Uses: Processes: System Requirements:

16. What factors determine the first steps? • What applications might you do first? • What is easy? • What is complex? • Where is the greatest interest/demand? • What are the benefits and when do they arise?

17. Smart Card Application Roadmap Example Standard application dataset Complexity E-purse & application specific data Full set of linked applications Linked & Complementary Applications Basic citizen Data (name, Address etc) Single Card Shared Data National Locations & Facilities Regional Locations Additional Locations Library, Car Parking & Leisure - basic usage And entry pass Scale

18. We have started by trying to understand what services LAs are currently providing and analysing them so we could work out what we would need a smart card scheme to do. • Before we go any further, we need to explore the interaction between: Citizens LA

19. Interactive Exercise – Cards and Forms • Interactive role play exercise • Explore how citizens interact with services and how you can use smart cards • Compare to your existing processes

20. Topics for Full Workshop • Existing Card Audit • Business Case - link • Data and Information Flows • Designing a smart card scheme based on NSCP software - link • Example business design rules • Procurement • Transportation applications - link • Commercial & Technical Design Considerations - link • Communications, Launch & Training - link • Scheme Implementation – link • Setting up a Smart Card Scheme – Toolkit (BM) • Application of Middleware You chose where we go

21. Communications, Launch & Training • Preparation for change is key to success • Communications are critical to keep staff, citizens and stakeholders informed • Launch of services require careful planning and co-ordination of project tasks • Staff need to be involved at an early stage and trained on new systems and processes

22. Information and Resources • NSCP CD and Website • www.nationalsmartcardproject.org.uk • Bolton - Setting up a Smart Card Scheme - Toolkit • Other LA experience • Smart Cities, NSCP Early Adopters, Case Studies • SCNF – website and events www.scnf.org.uk • NSCP starter kit and other third party software • External suppliers and consultants

23. Experience Sharing Workshops • See - www.localegovnp.org.uk • 22 June, Newcastle Half day • 29 June, Harrogate Half day • 6 July, Coventry Half day • 13 July, London Half day • 20 July, Bristol Full day

24. Workshop Close • Summary • Questions • Next Steps • Close