Layering up the transport technology portfolio

Investment Rating - The report does not explicitly provide an investment rating for the transport and mobility sector Core Insights - The transport and mobility sector is experiencing rapid technological changes, necessitating organizations to adapt their technology operating models to keep pace with advancements [3][4] - A multilayer operating model is proposed for planning, operating, and governing technology systems based on their position on the technology maturity S-curve [2][3] - The integration of IT and OT is crucial for optimizing transport operations and enhancing efficiency, driven by disruptive technologies such as big data analytics, AI, and digital twins [6][7] Summary by Sections Technological Disruption - The mobility sector is disrupted by technological breakthroughs, leading to new mobility services and real-time monitoring of transport networks [3] - Public transport operators face challenges in integrating technology due to the need for cautious governance and alignment of various transport modes [4][5] Operating Model Archetypes - Most transport operators have traditionally structured their operating models by mode of transport, leading to siloed operations [9] - The convergence of IT and OT is essential for unlocking innovation opportunities, with many public transport operators centralizing technology operations to improve efficiency [10][12] Technology Maturity S-Curve - Technologies evolve through three phases: Exploration, Scaling, and Maturity, each requiring different governance and operational approaches [13][15] - The report emphasizes that no single technology operating model is ideal for all maturity stages, and a hybrid approach is recommended to balance agility and efficiency [22][26] Case Study - A leading transportation organization in the MENA region successfully transformed its technology function by clustering systems according to their maturity on the S-curve and implementing a centralized innovation team [25] Conclusion - The report advocates for a dynamic approach to managing technology and innovation, aligning business and technology interests while delivering a balance between agility and efficiency [26][27]