PPM 2000 Case Study:
An Enterprise Solution for Global Security Challenges—
Perspective at Delta Air Lines
Case Study Overview:
Subject: Delta Air Lines
Location: Worldwide (HQ in Atlanta, Georgia)
Perspective Visual Analysis,
i2 Analyst’s Notebook
Delta’s former incident reporting process consisted of a variety of disparate methods that could not be integrated. They required a more comprehensive, highly customizable system that could track, analyze and report on incident activity across all divisions.
The Perspective Solution
- Consolidates data from six Corporate Security teams for a complete picture of Delta’s global security risks.
- Allows Delta to track airline-specific data.
- Documents complete incident and investigation details for litigation.
- Reveals patterns and trends in incident activity, and visually exposes links and associations between data.
- Generates analyses and reports that benefit the entire Delta team.
- Enables Delta to track and report custom loss data for performance measurement.
- Facilitates Delta in taking a more proactive approach to incident reduction.
- Demonstrates the value of Delta’s Corporate Security department to the company as a whole.
Full Case Study:
With 170 million passengers each year, an employee count of 75,000, and hundreds of locations around the globe, Delta Air Lines—the world’s largest air carrier—faces a staggering array of security challenges. On any given day, anywhere in the world, Delta’s Corporate Security team may handle issues ranging from policy violations, to credit card fraud, to bomb scares, to global threats. They must record incident details, investigate causes, implement solutions and put preventative measures in place to ensure operational continuance and to maintain passenger, employee and asset safety.
With security issues scattered around the globe, ranging in severity from minor to life-threatening, it is critical that Delta’s Corporate Security department has instant access to information concerning incidents at hand, as well as past incidents. And since Corporate Security is composed of several different teams, each handling a unique subset of interrelated issues, it is essential that all security personnel utilize an incident reporting system that functions across the organization—facilitating the sharing of information, encouraging collaboration and allowing complete analysis and reporting of Delta’s entire security operation.
Until quite recently, Delta’s incident reporting process consisted of a variety of disparate methods, with each team in Corporate Security utilizing their own individualized set-up. Across the various teams, incident reporting methods included handwritten logbooks, Microsoft® Excel® spreadsheets, Microsoft® Access® databases and a now-obsolete software system. While each of these methods had been developed to meet specific needs within the Corporate Security department’s various teams, they could not be integrated to provide cross-divisional tracking, analysis or reporting—essential requirements for a global airline combating 21st century security challenges.
According to Kim Hodgkin (Manager, Security Administration), the inability of Delta’s fragmented incident reporting process to consolidate or share data across divisions severely inhibited the quality of information available to personnel:
“Because information recorded by one group was not necessarily available to other groups or divisions, we had limited means of identifying repeat offenders or repeat situations. And, of course, trending and pattern analysis and those sorts of things were not possible due to the process’ disjunctive tracking and reporting capability.”
Clearly, Delta was in need of a more comprehensive Incident Reporting and Investigation Management solution capable of tracking, analyzing and reporting on incident activity across all divisions. In order to achieve this, the new system would have to be extremely customizable—capable of being tailored to the specific needs of the air transportation industry, including the unique needs of each team within Delta’s Corporate Security department and those divisions providing supplemental incident information.
The Perspective Solution
After researching over a dozen different incident reporting systems, Delta selected two vendors—PPM 2000 and a competitor—to bring in to their Atlanta headquarters for product demonstrations. Each vendor was given the opportunity to present their system to the various groups within Corporate Security, and ultimately, Perspective by PPM 2000 was selected as the system best able to manage Delta’s needs.
Perspective’s features, functionality and potential for customization proved capable of meeting the requirements of each of the teams within Corporate Security. But the truly distinctive element separating PPM 2000’s proposal from the competition’s was the inclusion of Perspective Visual Analysis and i2® Analyst’s Notebook®. These additional products presented Delta with opportunities for link analysis, pattern analysis and trending that simply were not available with any other Incident Reporting and Investigation Management system on the market. States Hodgkin:
“Perspective certainly provides the flexibility to be customized to the unique needs of the air transportation industry. And with its direct integration with Analyst’s Notebook, also included in the proposal, PPM 2000’s capabilities just blew everybody away.”
In August 2007, Delta’s Corporate Security department launched Perspective, Visual Analysis and i2 Analyst’s Notebook with users in six different teams: Investigations, Operations Control Center (OCC) Security Desk, Compliance, Computer Forensics, Revenue Protection and Passenger Misconduct/Workplace Violence. Currently, these groups document more than 230 incidents in Perspective each month (nearly 3,000 per year), and once Delta’s merger with Northwest Airlines is complete, these numbers will increase significantly.
One of the most notable customizations Delta has made to Perspective is their transformation of the Vehicles section to Flifo or Flight Information. Rather than tracking vehicle license plate numbers, VINs, drivers, etc., Delta has customized field labels in the Vehicles section to read Flight Number, Departure City, Arrival City and so on. If a flight must be diverted, the circumstances leading to the diversion are tracked, as well as any other associated details (e.g., the city the flight was diverted to). Even the costs associated with the diversion are recorded so that restitution may be sought from any individuals held responsible.
The ability of Perspective to track such airline-specific data
allows Delta to query and report on a huge array of issues
relevant to flight safety. As Hodgkin states, Perspective
allows Delta to gather analytical intelligence on a number
of issues that would otherwise be difficult to pinpoint:
"With Perspective, when we go back and
query all of our flight information, we
can determine exactly where our problem
areas are. For example, where are the
majority of the passenger misconduct
issues coming from? If we have a flight
from here to somewhere overseas and
there are a lot of incidents involving
overconsumption of alcohol, do we have
an issue with alcohol that we need to
address between those two particular
cities? Are we seeing more of these
incidents on international or domestic
flights? The answers to these questions
give us an area to concentrate on."
By using Visual Analysis in conjunction with Perspective's
built-in querying and reporting tools, Delta's Corporate
Security department is able to extract an even wider range
of information from incident records. When investigating
passenger misconduct incidents, the link charts generated
in Visual Analysis-highlighting links and associations
between seemingly disparate incident, item, person,
organization and flight data-are especially helpful in
quickly identifying patterns and trends in an individual's
history of incident involvements.
If Perspective Visual Analysis identifies a particular passenger
as having been involved in several disruptive incidents on
flights in the past, Delta can then use this information to
determine an appropriate course of action. As Hodgkin
explains, documented proof of a passenger's incident history
is critical in justifying any actions that Delta may take:
" Once we have verified that a person has been involved in
incidents in the past, we can then decide what kind of
action we want to take-from not letting them use their
frequent flyer program because they've abused it, to not
letting them fly with Delta any longer, to engaging law
enforcement to charge them with a criminal offence. We
could decide to act in any number of ways, depending on
what we find out in Perspective. Perspective gives us that
indexing piece to go back and check a person's history. If a
passenger has a history of acting up, then Perspective will
give us the details."
Perspective Visual Analysis is also an invaluable tool for
Delta's Corporate Security department in investigating
a number of fraud-related issues, including credit card,
check, frequent flyer program and ticket fraud. Investigators
can query historical data for commonalities, trends and
patterns using Perspective's analytical tools, and the
links and associations between the various people and
organizations involved in a fraud ring can then be exposed
in clear and easy-to-read Visual Analysis charts. By
exporting data from Perspective Visual Analysis to Analyst's
Notebook, transaction information-including credit card
charges, phone calls and mileage use-can be charted as
well, revealing further links between fraud incidents and the
people and organizations perpetrating them.
The charts generated in Perspective Visual Analysis and Analyst’s Notebook also aid Delta’s Corporate Security department in communicating passenger compliance and fraud information to management, as well as to the various divisions throughout the corporation. Remarks Hodgkin:
“Visual Analysis and Analyst’s Notebook have been marvelous tools for us. Recently, we printed off a fifteen-foot-long banner illustrating the fraudulent activities surrounding one credit card. We brought this banner to senior management and were able to explain the situation to them using a clear visual which was just tremendous. I did the same thing in a department meeting not too long ago. By looking at the spider map, they were able to get the big picture of the situation, and they could easily see the connectivity between the credit card holder and the other people involved. I see a lot of potential between Perspective and Analyst’s Notebook.”
Because analyses and reports generated in Perspective communicate information so effectively, they have also
proven useful when Delta must provide documented proof of a person or organization’s incident involvement for a court case. Along with an incident’s complete record in Perspective, charts generated in Visual Analysis or Analyst’s Notebook help to tell an incident’s story, including how particular people and organizations were involved. Explains Hodgkin:
“We can put together an entire case through one incident. All we have to do is pull an incident report and all the information is there. We have all the media that goes along with it, as well as the interviews, the amount of work that was put into it, the witness statements, descriptions, etc. We have everything you can possibly think of at hand, and we’re even able to go back from the baseline and see if there were other incidents the person was involved in before.”
Ultimately, the documentation of all incident details in one comprehensive system for Delta’s entire security operation ensures they are able to produce reliable, thorough and credible incident information on demand.
The implementation of Perspective as Delta’s comprehensive Incident Reporting and Investigation Management solution has resulted in many positive outcomes. Perspective’s easy-to-use analytical and reporting options certainly save Delta’s security personnel a great deal of time and allow them to do their job more efficiently. Prior to implementing Perspective, Delta’s analytical and reporting information was often compiled manually; this required much time and effort and was subject to human error. Hodgkin’s security personnel could spend most of their day culling relevant data from piles of incident reports scattered across Corporate Security and various other divisions, and, at the end of their shift, have very little time to actually extract meaningful information for decision making:
“It was extremely resource intensive. We were having staff fulfill an analyst role rather than a security role, and even then, most of the time, they weren’t really functioning as analysts; they were pulling reports, looking for data, that sort of thing. Perspective really helped automate that whole process.”
The complete analytical and reporting output generated by Perspective is valuable to everyone involved in Delta’s security operation, from the ground force personnel inputting data at the start, to senior management with budgetary considerations.
For security staff entering incident data at the front end, seeing the quality of information extracted at the back end allows them to fully appreciate the value of the data they input. Hodgkin endeavors to provide his staff with reports and charts summarizing incident trends and statistical data as much as possible. He finds that this helps them identify the importance of their work within the bigger picture of Delta’s security operations, motivating them to do their best:
“Ultimately, to get the users to do things appropriately—to make sure that incidents are entered correctly—I think they have to be shown the benefits of the system. By showing them overall results from Perspective, they can start to see the capabilities of the system. This really piques their interest, and they seem to get more energized every time we talk and meet.”
And when Hodgkin’s team reports to senior management, Perspective’s analytical and reporting power ensures they are able to access information that matters to everyone up the chain of command:
“The main benefit is that it all talks within the same system. The fact is that no matter how many people input data into Perspective, it’s reportable right up to senior management. The capabilities are there for doing that. It’s just the full package.”
Of course, having all incident data pooled into one system allows Hodgkin’s team to generate a variety of valuable analyses and reports previously unavailable. Trending information and statistical data, extremely difficult to identify and extract with Delta’s former disparate incident reporting methods, are easily accessible in Perspective. This data allows Hodgkin to quickly identify areas of concern and direct his security team to work towards incident reduction where it is most critical:
“Perspective gives us the ability to pull metrics from top to bottom. We can find out what types of incidents we’re tracking, how many we’ve had, and if there have been increases or decreases. Then, with these metrics, we can determine how to improve our operations. So if we’re seeing an increase in passenger misconduct, workplace violence, theft or fraud, we can come up with a plan to reduce or prevent these incidents. Ultimately, Perspective gives us the capability to make better decisions about our security operations and to be more proactive in our approach to incident reduction.”
Having experienced the benefits of Delta’s consolidated system for incident tracking, analysis and reporting, Hodgkin wonders about the positive impact Perspective might have if deployed across the entire industry. In Hodgkin’s perfect world, every airline would utilize Perspective.
As the standard Incident Reporting and Investigation Management system of the air transportation industry, Perspective would allow organizations to share an unprecedented array of information, leading to incident reduction and cost savings for every airline.
For example, the physical description of a person suspected of stealing baggage from one airline’s carousel could be shared with all other airlines in the airport, resulting in preventative measures being instituted before additional crimes could take place. Speculates Hodgkin:
“Why can’t we be reporting this information within Perspective and sharing it between airlines? Take that to the medical field where you have people going into hospitals and getting free treatment by giving false information. Or credit card fraud within retail organizations. If they’re not all using Perspective, then how are they talking to each other? There are so many circumstances where corporations don’t talk to each other but should. There’s a lot of potential there. I’d ultimately like to see that happen.”
In the meantime, Hodgkin has set his sights on achieving a goal that is more feasible in the short term—customizing Perspective to track and report on incident loss, recovery and avoidance with performance measurement as a focus:
“Right now, we’re working on building a loss summary or loss accountability piece that is customized to our key performance indicators or KPIs. We want all the loss terminology in Perspective to match the KPIs of each of the six teams using the system, and also to be able to report that out. So our ultimate goal is that each team will be able to pull their own loss KPIs from Perspective at the end of each month.”
Hodgkin hopes to use this information to further pinpoint
areas within Delta’s security operation where improvement
is needed, as well as to highlight those areas that are most
effective (and ultimately saving the organization money):
“I think that the loss summary and metrics
piece will be tremendous for showing our
value to the corporation—the value that
Corporate Security brings to the company
as a whole. And in the security arena, this
is very difficult to demonstrate.”
Illustrating Corporate Security’s value to Delta Air Lines is
just one form of ROI that Perspective has the capability to
deliver. Though Delta has been using Perspective for over a
year, Hodgkin believes that they have barely scratched the
surface of the system’s potential:
“I don’t even think we’ve been able to discover half
the benefits so far. The system has a great amount of
intelligence and we definitely have a ton of capabilities;
we just haven’t been able to utilize all of them yet. It’s
coming though. It’s on the horizon. Everybody’s on board
now and the incidents are going in. It’s just a matter of
building all of the queries and reports that we want to use
on an ongoing basis, as well as the loss summary piece.
Once all of that’s done, we’ll have tremendous capability
to pull all sorts of valuable information that the company
needs to improve in performance—whether it’s improving
our security operations, or saving a passenger’s life, or
saving an employee’s life based on workplace violence
interdiction. It could be any number of great things. I’m
thrilled about the possibilities.”
PPM 2000 would like to thank Kim Hodgkin and Delta Air Lines for
sharing their experiences with Perspective. For more information on
Perspective, its add-ons, its integration with i2 Analyst’s Notebook or any
of the other topics discussed in this case study, please contact PPM 2000
directly at firstname.lastname@example.org or visit us at www.ppm2000.com.
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