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Abstract
In this paper, we present results from a collaborative research between academic institutions and
industry partners in the UK, which aimed to understand the experience of rail passengers and to
identify how the design of technology can improve this experience. Travelling by train can often
provide passengers with negative experiences. New technologies give the opportunity to design
new interactions that support the creation of positive experiences, but the design should be based
on solid understanding of user and their needs. We conducted in-depth, face-to-face semi-
structured interviews and used additional questionnaires given to passengers on board of trains to
collect the data presented on this paper. A customer journey map was produced to illustrate the
passengers’ experiences at diverse touchpoints with the rail system. The positive and negative
aspects of each touchpoint are plotted over the course of a ‘typical’ journey, followed by the
explanations for these ratings. Results indicate how the design of technological innovations can
enhance the passenger experience, especially at the problematic touchpoints, e.g. when collecting
tickets, navigating to the platform, boarding the train and finding a seat. We finalise this paper
pointing towards requirements for future technological innovations to improve the passenger
experience.
Keywords: customer journey map; user experience; user centred design; interaction design; rail transport;
innovation
Sometimes passengers have negative experiences when travelling by train (Wockatz & Schartau,
2015). There are diverse aspects of the rail transport that could be improved (Transport Focus,
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2015) and experiences tend to worsen with the increasing demand to the rail system (Office of
Rail and Road, 2015a, 2015b). Customer journey experience maps are commonly used to
understand and visualise user experience (Jüttner, Schaffner, Windler, & Maklan, 2013), with
The information provided by journey maps can be used to improve service operations (Tseng,
Qinhai, & Su, 1999). There is potential for technology to be designed in a way that support
This research aggregates existing knowledge and complements it with bespoke data collection to
understand the interaction between passengers and the rail system. The aim was to understand
how rail passengers currently experience their journeys, providing real-life insights on
interactions with the system, from planning and buying to alighting at the final station, in order
to identify how innovative technologies can improve this experience. The study design focused
specifically on the points of interaction where technology can affect the user experience. A
passenger journey experience map was produced in order to illustrate how customers feel at each
of these main touchpoints with the system, highlighting particularly where technology can play a
role in improving the customer experience. The map is complemented by analysis of the
interactions and suggestions for the development of technology to enhance customer experience
This work is part of a consortium formed by two academic institutions and four industry partners
named CLoSeR. The collaborative nature of this research requires synergy between academia
and external organisations, combining research methods to better inform the production of
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innovation that could improve user experiences. The main phases of the project are being
Literature Review
British rail transport is observing an increase in demand in recent years, with noticeable growth
in the number of journeys, kilometres travelled and passengers entering, exiting and changing at
stations (Office of Rail and Road, 2015a, 2015b). The extra demand places additional strain on a
system, which inevitably will negatively affect how passengers perceive the quality of the
service. User experience (UX) in public transport is subject to growing interest from the public
sector, academia and industry. A recent government report indicated the need to increase the
public transport UX as one of the solutions to promote efficient and sustainable transport systems
that meet the needs of travellers in the UK (Wockatz & Schartau, 2015). Their results show that
passengers complain about “lack of personal space, lack of connectivity, and a perception of
poor value for money” (Wockatz & Schartau, 2015, p. 29). Academic research has been
evaluating user experience and satisfaction with travel through diverse methods, from large-scale
surveys (Ettema et al., 2011) to individual depictions of travel experiences (Jain & Lyons, 2008).
A yearly survey with passengers in the UK provides a wide picture of customers’ satisfaction
with rail travel (Transport Focus, 2015). Train operation companies and associations also
evaluate passenger’s experiences via focus groups and customer journey mapping (FGW, 2016 –
Experience can be defined as an episode or a length of time that one individual go through
(Hassenzahl, 2010), involving tangible perceptions through our senses and also feelings and
3
thoughts. UX it is a very personal phenomenon: what engages and enchants one user may bore or
irritate another (Blythe, Reid, Wright, & Geelhoed, 2006). Interactive products and services that
we encounter in our lives have the power to shape what we feel, and will inevitably influence our
One common way to understand and visualise UX is through the design of Customer Journey
Maps, which are graphical representations of one’s encounters with the products, services or
systems. Diverse types of service providers use customer journey maps to understand and
improve their operations (Johnston & Kong, 2011; Tseng et al., 1999), including studies about
González, May, & Cook, 2016). These diagrams usually contain different stages of the journey,
user actions and emotions (Williamson, 2016). The map displays the ‘touchpoints’ for each main
point of contact between the user and the system, where some sort of interaction took place. The
development of the touchpoints usually derive from the definition of the sequential incidents of
the interaction (Jüttner et al., 2013). The process for designing such maps involves collecting
qualitative data, usually through interviews, where participants report the significant occurrences
and issues during the interaction with the product, service or system (Stein & Ramaseshan,
2016). Interview transcripts are then subject to a thematic analysis (Braun & Clarke, 2006), and
these themes inform the elements that define the touchpoints in question. It is also possible to
obtain opinions from participants using questionnaires handed to the target population. This
method is frequently used to understand who the users of a system are and what views they hold
4
We will describe in the next sections the methods used and the results obtained during this study,
which provide a detailed account of the experiences of rail passengers. We present the customer
journey experience map and then discuss the implications of these results. The conclusions
indicate the requirements for technological systems and suggest opportunities for improving
Methodology
Two methods of data collection were used to generate the journey maps: face-to-face semi-
structured interviews and paper questionnaires handed to passengers. Full ethical approval was
granted by the Biomedical & Scientific Research Ethics Committee (BSREC), from the
University of Warwick. The recruitment of passengers for interviews happened through emails
sent to employees of the Warwick Manufacturing Group. Those who had taken trains recently
were invited to take part in an interview having a variety of open-ended questions to describe
their train journeys and express their opinions. Participation was completely voluntary:
employees were under no obligation to take part in this research, and no penalties nor financial
incentives were given to motivate participation. A further data collection method used printed
questionnaires handed to passengers on board of trains. This instrument used similar questions to
the face-to-face interview adapted to the printed format. Table 1 shows participants and data
points from the instruments used during this research: interviews and questionnaires. Both data
sources were merged to provide a concise analysis across all the 951 statements extracted from
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Table 1 – Participants and data points per study
Semi-structured
20 27 703 statements tagged
interviews
Interviews
expression of attitudes, feelings, preferences, needs, behaviours etc. in relation to rail travel.
Interviews are the most frequent method used for understanding user experience. “Observation is
critical, but to really know the user’s experience, you have to ask him or her about it, and that’s
an interview” (Goodman et al., 2012, p. 129). The initial part of the questionnaire used for this
study had questions about the main touchpoints with real services, namely: planning and buying;
ticket collection; wayfinding; boarding; seat location; ticket validation; and alighting. These
touchpoints were selected after a review of existing customer journey maps and analysis of
where technology can influence the experience. Participants were prompted to describe these
activities, for example explaining how they usually do it, what works well and not, and how
6
Figure 1 – Touchpoint experience rating exercise
In order to motivate participants to recall their train journeys and to foster discussions, they were
asked to rate their experience on a 5-point ‘smiley scale’ from very happy to very sad, for the
seven touchpoints. The interviewer then disclosed the nature of the technological innovation
proposed by the CLoSeR project. Participants were asked to rate their experiences again, but
now as if the CLoSeR system was implemented. Finally, a set of questions, similar to the first
part of the interview, were placed in order to obtain participants’ impressions related to these
innovative systems.
A total of 8 hours and 47 minutes were spent interviewing the 20 participants, meaning an
average of 27 minutes per interviewee. The interviews were all recorded with the interviewee’s
permission, transcribed verbatim and imported into QSR International NVivo software. This data
was subject to customary thematic analysis (Braun & Clarke, 2006) to facilitate the process of
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Questionnaires
Questionnaires were used during this research in order to increase the reliability of the results
and to validate the information obtained from the interviews. Passengers on board of week-day,
off-peak Great Western Railway (GWR) services were randomly approached and invited to fill
in printed questionnaires and to agree to contribute via a consent form. The researcher would
come back a few minutes later to collect the questionnaires. Passengers’ responses where
transcribed into the same NVivo file used for the interviews to complement the existing thematic
analysis.
Results
The information obtained from the interviews and questionnaires were aggregated in order to
understand passenger’s opinions and feelings in relation to their journeys. This knowledge
indicated the touchpoints with the system to be plotted on a map and the corresponding mood on
a ‘smiley scale’. The Passenger Journey Experience Map, which resulted from this research, can
be seen on Figure 2. The design follows recommendations from practitioners on how to plot this
information on a map (Williamson, 2016). On the top of the map we define who is represented
on the map and who contributed to the information there displayed. The second box of text
indicates the scenario to which the experience is plotted (Oliveira, Maguire, Mitchell, & May,
2015). The user goals are indicated on the right hand side of the map, and this information is
linked to the classification of touchpoints at the bottom of the map. The colour bars correspond
to the main user goals in each stage of the journey. The bottommost row (in blue) indicates the
business goal that the map supports, describing that there are opportunities for the CLoSeR
The process of planning journeys and buying tickets is usually positive for passengers. That is
because there are diverse alternatives to suit individual preferences. Participants reported that
they purchase tickets on the web on their preferred vendor, using their favourite apps on
smartphones. However, five participants indicated that they still prefer to buy tickets at the
station from a real person. Passengers gave diverse explanations for using their preferred
purchase methods, such as that ticket machines do not give you the best prices or all the options,
that online is cheaper, or that they prefer the assistance of a staff member. It indicates that there
may be resistance to using a different method than usual. Also, some participants mentioned
having different methods for different journeys according to price and convenience:
The arrival at the station is usually positive for passengers, if they have enough time, can relax
and have a drink. However, if they are late, it will affect the next steps on the journey and make
the experience particularly negative. Most passengers choose to collect their tickets at the
station before departure. This stage is often negative for passengers since there are sometimes
queues and it is a time-consuming process per se. In addition, there is the effort of inserting the
P20: you have to use that debit card to print the ticket off which is quite annoying.
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P13: Some of the older machines do take an eternity to print the tickets, and if you’re
standing there with 5 minutes and you’ve got tickets gradually printing... it’s
frustrating.
Once with the tickets at hand and with time, the wait for boarding can be fine. However, in
large stations and at busy times the concourse can become crowded with people staring at the
boards waiting for the authorisation of boarding and announcement of the platform. Passengers
report that sometimes there are too many people or this information comes too close to the
P2: Euston is a bit of a pain, because typically the boards don't update for trains up to
Manchester up until about 5 or 10 minutes before the train is about to depart which
normally means there is a mad dash for the gate. And you end up with a scrum of
people all trying to board the same train in a very short period of time.
P13: One annoying thing is the train is at the platform, but you aren’t told until 5
The need to go through the barriers can worsen the experience, they not always know which
ticket to insert, and there may be a bottleneck. However, passengers acknowledge that
10
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Figure 2 – Passenger journey experience map
it is unavoidable. Thanks to the barriers, the stations are safer, and it is fair with those who paid
P5: It just seems to create a lot of unnecessary queueing. I mean I understand why they
The wayfinding process, when passengers have to go to the platform, is ranked rather negative
by participants at large stations, due to big crowds, poor signage or lack of time. However, in
P3: If you’re transferring trains, because I never know what platform, so I have to get
P4: I'm probably a little bit late when I arrive and it can sometimes be a bit difficult to
find a platform.
Boarding the train is often problematic due to the insecurity of knowing if that is the right train.
Some trains do not have any indication of the destination outside or inside, and if they do, it may
not be very visible. The step and the gap are frequent concerns. It is also difficult to know where
the coach for your specific seat reservation will be at the platform. Big crowds and other
passengers’ aggressive behaviours compound the problems, making the experience during this
P15: Wayfinding is a nightmare, I took the wrong train just days ago.
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P17: I used to get the ten past 8, it was absolutely horrendous. Like fully elbowing
P18: Where I really struggle at a different station is where you should stand at the
platform. So if you’ve booked a seat, where should you be standing so you don’t have to
Once on board, and being able to find a seat, the passengers’ experience improves considerably.
They are now heading to their destination, can occupy their personal spaces and engage in their
preferred activates. However, if on a crowded train and unable to find a seat, frustration builds
up, especially for those paying large sums for their tickets. Participants mentioned a number of
issues with the current system for seat reservations. For example, that sometimes the allocated
P13: When you’re booking online and you specify your seat, they deliberately set out to
troll you, you say forward facing window seat, and that’s interpreted as sitting
Often the reserved seat is difficult to find because there is no clear indication of where the
coaches will be when the train arrives at the platform. In addition, some passengers do not use
their reservations and decide to sit elsewhere resulting in one passenger occupying virtually two
seats.
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P3: I never bothered trying to find my seat because I’d just get on the nearest coach to
me, that's fine, as long as there's space. But I won't go and hunt down where that seat is.
I just seat in whatever seat I can find, even if I do have a seat reserved.
One issue that can affect the journey rating is if someone is sat in someone else’s reserved seat.
The resulting conflict (or the need to ignore it to avoid conflict) compromises enormously the
travel experience.
Probably the larger chunk of time of the journey is the travel itself. That can be a positive
experience if passengers find themselves in a stress-free environment where they can read, work,
interact or simply pass the time. A crowded train or the behaviour of other passengers can
At certain points of the journey, passengers are generally asked to present their tickets for
validation. This process is often positive, since it is probably the only chance of interaction with
the train manager. Passengers then have the chance to ask questions and get the valuable
reassurance they need. This occasion is also positive because it is when passengers see the figure
of authority on board, which can bring feelings of safety and security. Knowing that someone
will come to check tickets makes them feel better that other people are not travelling for free, or
in the event of conflicts such as seat disputes. The negative aspects of the ticket validation
process are the fact that sometimes passenger have several tickets with them and it’s difficult to
find them or know which one should them hand for inspection.
P9: Sometimes you get about 4 different tickets, and then it can take you ages to find the
interacting with people. If somebody’s got a problem, they stop and talk to them.
P8: Checking the ticket doesn’t really inconvenience me to be honest. It almost in a way
gives some reassurance that if you’re travelling without a ticket you will be caught.
P13: I do remember when I had a small book’s worth of tickets, and a particularly jolly
inspector, he just took one look at all those tickets and said ‘oh someone has been using
a lot of trains’ (laughs). The guy, somehow, despite working on a dismal morning, my
The process of alighting at the destination presents some anxiety, especially in busy services.
Passengers report having to wait behind other people, and the fact that there are only two doors
at each end of a coach, which creates the risk of missing the stop.
Passengers then find the exit and leave the station, which are usually trouble-free activities,
probably because people may not be in a hurry as they are when arriving at the station. The fact
that they have to go through the barriers again is seen as troublesome if they have to locate the
right ticket to leave the station, and as redundancy if they have been checked already at the
P5: What I don't understand though is why do you have to go through the barriers
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Discussion
The results presented here illustrate how passengers currently experience their train travels. Even
though there have been other studies on passenger experience and other passenger journey maps
touchpoints, which were not explored in detail previously. These touchpoints are the ones where
technology is believed to have higher potential to enhance the rail experience, specifically when
passengers have to collect their tickets, go through the barriers, find the platform, board the train,
find a seat and present the ticket for inspection. This paper also adds to the previous literature by
proposing a number of strategies of how technology can create better experiences for rail
travellers.
As illustrated by the passenger journey experience mapping (Figure 2), passengers have a range
of positive and negative experiences during rail travel. Depending on the scenario, a passenger
can be pleased by how their activities panned out during the interaction with the systems, but in
other situations, the interactions may seem negative hindering the experience. Systems and
products should always be designed with the aim to provide a good UX, and interactions should
interactions (Desmet & Hassenzahl, 2012) and mapping of passenger experiences provides
Touchpoints
Planning and buying tickets is usually a positive experience, given that currently there are
several channels where tickets can be bought according to passengers’ preferences. Every
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channel presents advantages and disadvantages depending on the type of passenger and scenario.
Even though the proportion of sales at the staffed ticket offices is decreasing year by year, it still
remains as the most popular method of purchasing tickets, representing about 40% of the sales in
2014 (Transport Focus, 2016). With the addition of new technologies, the variety of purchase
alternatives should ideally be maintained. An attempt to force users to use one specific channel
The ticket collection is frequently seen as a negative experience as it takes time and effort. Our
results resonate findings from a usability study which indicated that the ticket vending machines
are complicated, unclear and passengers were not confident they would find the best price
(Transport Focus, 2010). Passengers were pleased with the idea of removing the need to interact
with these machines altogether. The experience can be improved if passengers have an easy way
to prove that they have the right to travel. Technology can provide means to identify passengers
and allow access to stations without the need for a paper ticket printed prior to boarding.
However, some passengers are still reluctant to use smartphones. A new system should provide
means of identification of passengers who do not own a smartphone, or in the case of batteries
The process of waiting for the train can be pleasurable if passengers have time to spare, if they
know the station in question and if it is not very crowded. However, passengers reported that at
larger stations at busy times the experience can be really miserable. If a system can provide
platform numbers directly to smartphones as soon as they are available, it can reduce the anxiety
17
and the need for passengers to congregate at the main concourse at busy stations, reduce the need
to stare at the boards and minimise the chances of a ‘mad rush’ to the train.
Another problematic touchpoint is the interaction with the ticket barriers. Passengers usually do
not know which ticket to use, it can delay the process of going to the platform, and is worsened
by queues at peak time. A system should provide a way of going through the barriers quickly and
with less effort. The idea of removing the barriers altogether is not welcomed by passengers,
which rely on them to have a safer station and reduce fare evasion.
A frequent complaint from passengers was regarding the boarding process. There is insecurity
about if ‘this is the right train’, difficulty getting to their reserved seat or to locate an empty seat.
If an application gives more information for passengers, it can minimise the insecurities during
the boarding process. Previous research shows that passengers generally stand in the central
portion of platforms and it eventually causes the ‘concentrated boarding’ (Fox, Oliveira,
Kirkwood, & Cain, 2017). Our study shows that they would like to know where is the best place
to stand at a platform to reach their reserved seats. Often there is no indication as to where the
train will stop, how long it is or where first class coaches will be. In general, the provision of
(Transport Focus, 2014). A system can communicate directly to mobile devices to enhance the
information accessibility for passengers and create customized travel experiences (Miñano et al.,
2017). It can for example present a map of the train with number of coaches and sequence, real
time occupancy of seats and location of a reservation, so passengers can anticipate how to get to
their seats.
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On board of the train, the most negative aspect was in relation to seat location. A large number of
passengers are not guaranteed a seat since they do not have a reservation. Those are season ticket
holders, passengers on open return tickets and those buying tickets close to the departure of the
train. Passengers would strongly appreciate a technological innovation that allows them to find
seats. For those with reservations, sometimes the current system allocates a seat which
passengers do not like. Passengers place different values to different seats (Wardman & Murphy,
2015). A reservation system that allows passengers to select a specific seat according to their
A dynamic seat reservation system will not prevent overcrowded trains and the fact that someone
may sit on a reserved seat regardless. Often passengers do not have a choice given rush hour,
disruptions or cancelations. However, some passengers have flexibility and are willing to wait
for a later and less crowded train or to board a less crowded carriage (RSSB, 2016). A system
should be able to show occupancy levels of next trains in real time, giving passengers the
The main issue with the ticket validation process is with the ticket itself. If a system allows
people to validate their right to travel without the need of a physical evidence, it can save the
trouble of having to locate tickets, find the right one, and produce it to crew. However,
passengers value highly the fact that an inspector can come and interact with them. Similarly to a
previous research, our results show that the presence and assistance provided by a customer-
facing staff is still seen to be essential, such as for ticket retailing, accessibility, information
provision, assistance and personal security (Transport Focus, 2016). However, if a system
19
automates some of the activities performed by crew, especially the mechanical work of checking
tickets, there will be more time available for them to give personalised service and customer care
Alighting is not often a reason for concern, although on busy services or unknown routes there is
anxiety in relation to the right stop. If an application gives the information about when to
proceed to the doors, that can reduce the anxiety of alighting at the right station. When leaving
the station, passengers mentioned the need to go through the barriers again, as it affects the
Conclusions
This research used customer journey maps as a method of understanding passengers’ experiences
in relation to rail travel. With this research, it was possible to produce knowledge about
passenger journey experiences and complement existing literature in user experience for the
travelling public. This research focused in matching this new knowledge with the possibility of
with the rail system. A number of conclusions are drawn from this research and listed below.
From the interviews and questionnaires, it was observed that passengers have specific high-level
goals when using train services. This section highlights these goals indicating the potential for
improving experiences with the introduction of innovative systems for the rail industry.
20
Passengers want a better way of proving the right to travel – Collecting tickets is ranked
as negative due to the time and effort involved. Technology can grant access to only the
preferences, destinations and familiarity with the route. Push notifications can ensure
Passengers want to find a seat – Seat sensors can provide information to show occupancy
levels, free seat availability and location in real time. Reservations can be issued in real
time.
Passengers want an easier way to locate their reserved seats – Visual representations of
trains and coaches and their respective positions when the train arrives at the platform can
Passengers have their own preferences regarding seat choices – A dynamic system should
Passengers do not appreciate having to travel on crowded trains – Technology can inform
occupancy levels of next trains in real time, helping passengers’ decision-making process
Passengers appreciate the physical presence of a crew member – There is still the need
for on-board authority for safety reasons, or in order to give information about the
journey. A system can automate some of the repetitive activities performed by crew such
21
as the process of validating tickets. With more time available, train crew can give
This knowledge is being shared and discussed with all consortium members. The academic
institutions and industry partners are working in cooperation to develop these innovative
technologies which have the potential to ultimately benefit the travelling public.
Acknowledgements
This research is performed as part of the “CLoSeR: Customer Loyalty and Dynamic Seat
Reservation System” project, funded by RSSB / Innovate UK (Grant No 102483). This project
was selected through the competition ‘Enhancing Customer Experience in Rail’. Partners in this
project are the University of Warwick, Cranfield University and four industry partners: Unipart
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Author biographies
Luis Oliveira
Luis is a Research Fellow at the University of Warwick. He is involved with the CLoSeR
project, funded by Innovate UK through their Enhancing Customer Experience in Rail
competition. Luis focuses on the user-centred design and user experience, and is responsible for
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conducting all stages of the user research, from designing the studies to analysing data and
reporting the results. Luis obtained his PhD from Loughborough University as part of the User-
Centred Design and Sustainable Design research groups. He developed new ways for motivating
behaviour change to promote sustainable energy consumption, applying user-centred design
methods to investigate how technology can work as the platform for change.
Callum Bradley
Callum Bradley has a BA (Hons) degree in Philosophy and Literature obtained from University
of Warwick in 2017. As a research intern on this project, he has underlined the recognition of
and borrowing from a wide array of theoretical concerns that originate from training across the
social sciences and humanities. Presently commencing an MA in Psychoanalytic Studies,
Callum's interest as to the diverse ways in which people can be understood and considered in the
world has had influence on both initial strategies of gathering data, as well as creative techniques
for re-imagining the presentation of customer journey maps.
Stewart Birrell
Stewart A. Birrell has a BSc (Hons) degree in Sport Science from the University of Hertfordshire
and a PhD in Ergonomics from Loughborough University. His primary research interests
concern how humans interact with their surroundings and subsequent effect on task outcome and
performance, which has been developed through working within a variety of different domains
such as sport, military and transport. Stewart has recent experience in the design and evaluation
of in-vehicle systems, where currently he works as an Assistant Professor at University of
Warwick investigating human factors aspects of low carbon transport. Stewart has numerous
scientific papers published in the field of Human Factors.
Andy Davies
Andy is the Research Manager from Unipart Rail involved with this project. He is a purchasing
professional with an Engineering background and over twenty years procurement experience of a
wide range of quality component and bespoke manufactured products for both high volume
automotive and SME manufacturing/distribution companies. He has considerable experience of
Global sourcing particularly from China and the Far East and with a proven record of
accomplishment of purchasing quality electronic and mechanical products in order to achieve
significant cost savings.
Neil Tinworth
Neil is the Research and Innovation Director at Unipart Rail. He has over twenty years of
international business experience, undertaking strategic planning and analyses, organisational
restructuring, business and process analysis, compliance and risk management, and
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organisational change and development in international business environments within
management consultancies, industrial companies and operating leasing organisations.
Rebecca Cain
Rebecca Cain has a background in design, with a First Class degree in Industrial Design &
Technology and PhD in user involvement in the design process, both from Loughborough
University. In 2009, she was awarded a prestigious EPSRC Challenging Engineering fellowship
to build new research capability in improving the design of healthcare environments through user
involvement in the design process. Rebecca's innovative multi-disciplinary research programme
'Participation in Healthcare Environment Engineering' brought together design and engineering,
with architecture, psychology, healthcare and ICT, and involved working in close partnership
with the NHS, patients, architects, designers and engineers. Her research has created
improvements to the healthcare environment in areas such as the Emergency Department, the
hospital soundscape, wellbeing centres and waiting rooms.
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