Maximize Scheduling Effectiveness

Transcription

1 Maximize Scheduling Effectiveness

2 Introduction Looking at Forecasting and Scheduling Truth Based Scheduling Forecast your needs and react Complex Work

3 Truth Based Scheduling Getting Real Information to Schedule Work and Resources

4 Standard Methodology for Scheduling Work Zones and Schedule Areas Time Frames and Appointment Windows What Availability do we have Routing the Work for Efficient Travel Time

5 What s a job worth in terms of time? Converting Time to Points 5 Minutes = 1 point (12 Points per Hour) A job that takes 1 hour is assigned 12 Points Drive Time is Averaged for the Purpose of Padding An Average Drive Time of 15 Minutes = 3 Additional Points

6 How is Availability Calculated? Using points to Calculate the time available based on the Technicians working that day Total Technician Points are loaded into a Quota Calendar

7 The Problem with Points Chasing Points Stretch Goals Performance Goals Over Booking for Cancellations Unintended Results Jobs are Rushed Drivers are Speeding No Time for Customer Education

8 How This Information is Used to Schedule Appointments Customer is given first available time slot with enough points to complete the job No evaluation of what s already scheduled Drive time is Averaged

9 Time to Get the Job Done WFM Platform routes jobs in scheduled time frames Optimizes Drive Time As the crow flies Turn by Turn Optimization typically requires hands on review

10 Tech 1: Planned schedule Tech 1: Actual schedule Tech 2: Planned schedule Tech 2: Actual schedule Traditional Routing 8 am Where is the Customer called 5 pm 12 pm technician? to cancel A B C D Job taking longer than planned A B D Idle Customer not at home E F G H I E F H Idle Idle Job shorter Tech late for job, than planned location unknown End of work day job postponed Idle 25% waste 45% waste 1 0

11 Truth Based Routing Changes No Quota Buckets Everything! No Average Drive Time Inefficiencies Real time Appointment Calculations that Deliver the Best Appointment Window for your Customer Continually Optimized Routing Keeps Drive Time to a Minimum Less White Space to Worry About

12 Looking at the Differences

13 Graded Appointment Slots 1 Mon Tues Wed Thurs Fri 8:00 10:00 8:00 10:00 8:00 10:00 8:00 10:00 8:00 10: :00 12:00 10:00 12:00 10:00 12:00 10:00 12:00 10:00 12: :00 3:00 1:00 3:00 1:00 3:00 1:00 3:00 1:00 3: :00 5:00 3:00 5:00 3:00 5:00 3:00 5:00 3:00 5:

14 Measured Value 34% Best Slot 16 Minutes / Task Worst Slot 24.4 Minutes / Task Drive Time (min.) / Task 14

15 1 5 Truth Based Routing at Work Tech 1: Actual schedule Job 8 taking am longer 12 pm 5 pm than planned A F L H I J <5% waste Tech 2: Actual schedule E Job shorter than planned Morning window B K M Customer called Afternoon to cancel window D 5-10% waste Truth Based Schedule A B C D E F G H I IJ I All day window J K Customer not at home L M MN O NP

16 What s in it for you? Improved optimization of Drive Time Up to 25% improvement when you consider work already in the field to suggest appointments to the customer Tighter route optimization A 7% increase in resource utilization Continuous Optimization Keeps things running efficiently

17 Forecasting and Long Cycle Work ADDITIONAL TOOLS TO IMPROVE YOUR OPERATIONS

18 Forecasting your needs You can t get ahead of your competition if you can t get ahead of yourself

19 Proactive is always better than Reactive Alignment Marketing Activity Construction Active Seasonal Activity Planning Staffing appropriately Contract Labor Supplement Managing Over Time

20 Think Ahead Forecasting Tools Ability to Play What If Add Projected Capacity Needs Adjust Service Levels Adjust Time Frames Understand and React to Demand Adjust Schedules Add Contract Labor Relocate Resources

21 Budget Planning The effect of staffing when improving Service Levels The effect of scheduling or area changes The effect of moving from 2 hour to 1 hour time frames Providing same day service for certain types of work The resources needed to complete long term projects, on time and under budget

22 Managing Complex Work Multi stage tasks (MST): ClickSchedule allows the creation of resource (e.g. field inspector) and time dependencies between each subtask of a multi-stage task through out-of-the-box functionality. Multi day tasks (MDT): ClickSchedule supports tasks that can be scheduled over one or more non-active time periods, such as nights, weekends, nonavailability assignments or non-working days in an inspector/auditor s calendar. Multi person tasks (MPT): ClickSchedule provides functionality to automatically schedule tasks that have a requirement for more than one resource.

23 Multi Stage Tasks (MST) ClickSchedule allows the creation of resource (e.g. field inspector) and time dependencies between each subtask of a multi-stage task through out-of-the-box functionality. The common types of Multi Stage Tasks are: Same Start: Task should start EXACTLY at the same minute as another task. Finish to Start: Task should start after another task finishes. Same Day: Task should start at the same DAY as another task. Same Resource: Task should be assigned to the same person as the related task. MST relation will always be between one task to another. There could be more than a single relation on a single task. ClickSoftware s Optimization engine will consider the MST s chain of related tasks before automatically assigning or optimizing the schedule

24 Multi-day Tasks (MDT) ClickSchedule supports tasks that can be scheduled over one or more non-active time periods, such as nights, weekends, non-availability assignments or nonworking days in an inspector/auditor s calendar.

25 Bundled Tasks The Bundler Service The Bundler Service is responsible for collecting selected tasks and replacing them, for scheduling purposes only, by a collective parent task. The bundler is responsible for the full lifecycle (creating, maintaining and deleting) and logic of these mega tasks. In this scope it is responsible for decision making process that selects a subset of tasks from a given domain and decides they can be represented by a parent. Mega Task A mega-task means a parent task which references (or hosts ) a set of child tasks (constituent tasks). Mega-tasks are the processing result of the bundler, and actually, it can be claimed that the full life cycle of mega-tasks is maintained by the bundling module. The Mega Task can be transparent to the field resource, updates the individual tasks that make up the bundle.

26 THANK YOU