Revenue Management. Who I am...



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(Approximate) Dynamic Programming in Revenue Management Christiane Barz Anderson School of Business Gold Hall B520 February 14th 2012 Who I am... - Diploma and PhD in Industrial Engineering from Universität Karlsruhe (TH), Germany (Karl s rest - where margrave Karl rests) -0- -1- - Postdoc at Chicago Booth 2007-2009 - Joined the Decision, Operations, and Technology Management Group at UCLA Anderson in 2009 - Teaching: Data Analysis and Management Decisions for MBAs, Applied Stochastic Processes in PhD program - Research: approximate dynamic programming in resource allocation, revenue management, hospital admission, inventory and scheduling

Overview Markov Decision Processes: Application in Revenue Management Idea of Risk Aversion in Revenue Management Current Research Topics: Approximate Dynamic Programming Risk-Averse Revenue Management 1978: Deregulation of US airline industry Low cost carriers enter the market Flights of traditional airlines were only half full on average Offer empty seats at a low price! positive impact on revenue if cannibalization is prevented and if only seats are offered that would fly empty. -2- -3-

Revenue Management 1978: Deregulation of US airline industry 1985: American Airlines introduces Ultimate Super Saver Tickets - Very low price - Many booking restrictions ( unattractive for business customers) - Limited number available (this number might change over time) Forecasts Revenue Management Tools CENTRAL RESERVATION SYSTEM Used to track: n periods until departure c unsold seats in Economy class y seats should be reserved for business customers Sell up to c-y seats at the low price Revenue Management 1978: Deregulation of US airline industry 1985: American Airlines introduces Ultimate Super Saver Tickets - Very low price - Many booking restrictions ( unattractive for business customers) - Limited number available (this number might change over time) 1986/87: People Express is sold Burr: "Obviously, People Express failed. We didn t get our hands around the Yield Management and automation issues. [If I were starting today], the number one priority on my list every day would be to see that my people got the best possible information technology tools.[...] Traffic on the margin in driven by the best use of information technology." 1990s: Increased academic interest in revenue management (airline-driven) Today: More and more companies use information technology enabeling them to use revenue management practices -4- -5-

Blablablablablablablablablabla Blablablablablablablablablabla Blablablablablablablablablabla Blablablablablablablablablabla The Risk-Neutral Approach to Revenue Management: A Markov Decision Process Assumptions: - Fixed perishable capacity C, variable costs neglegible - Given number of fare classes i=1 1,..,i max with given fares r 1,...,r imax, cost of overbooking is high - Distribution of arrivals D i known for every fare class p i (d), i=1,..,i max - Demand is independent between classes and of the capacity controls - Customers arrive in a strict low to high price order e ximize revenue oal: Ma pected r Go exp Capacity: Products/ Classes: Ticket i max C homogeneous units, perish at a given time Ticket... Ticket 2 Ticket 1 Fares: r imax r r 2 r 1 D imax D D 2 D 1 Accept requests? The Risk-Neutral Approach to Revenue Management: A Markov Decision Process Assumptions: Optimal policy is of protection level type! - Fixed perishable capacity C, variable costs neglegible Always - Given reserve number a of quantity fare classes y i for i=1 fare 1,..,i classes max with i and given lower, fares sell r 1,...,r as imax, much as possible cost of overbooking of the remaining is high c-y i seats to fare classes i+1 and higher. - Distribution of arrivals D i known for every fare class p i (d), i=1,..,i max - Demand is independent between classes and of the capacity controls - Customers arrive in a strict low to high price order V i (c,d)= Maximum expected revenue given c empty seats and facing demand d d of class i for integer seats c and integer demand d d 0. t=0: V 0 (c,d)=0 for all c, d 0, V 0 (c,d)=c c for all c 0, d 0-6- -7- t=1,.. i max : V i (c,d)= max a r a + p i-1 (d )V i-1 (c-a,d ) 0 a d d Given seats c, demand d, and stage t, the optimal action is one that maximizes the right hand side.

The Risk-Neutral Approach to Revenue Management: A Markov Decision Process Example data: D 4 D 3 r 4 =350 r 3 =527 r 2 =567 r 1 =1050 4 =19.8 3 =73.6 2 =45.1 1 =17.3 4 =6.6 3 =17.4 2 =15.0 1 =5.8 D 2 D 1 C =100 D i ~N( i, i ) y 3 = 133 y 2 = 44 y 1 = 17 y γ 3 = 118 y γ 2 = 39 y γ 1 = 15 γ γ γ =0.0001 γ Rela ative Freque ency E[Revenue] 60038 Rela ative Freque ency This is based on the assumption that the E[Revenue] 59906 decision maker is risk-neutral. Should all companies use the same revenue management tools? -8- Revenue Revenue Overview Markov Decision Processes: Application in Revenue Management Idea of Risk Aversion in Revenue Management Current Research Topics: Approximate Dynamic Programming -9-

Approximate Dynamic Programming Most (all?) decision problems can be formulated as a Markov Decision Problem, but the curse of dimensionality often prevents a solution for problems of realistic size. Solution: Approximate Dynamic Programming Postulate a certain structure of V, e.g. V i (c,d)= i + i d + i c. Then, use techniques from operations research or regression to estimate the parameters. Use price-directed control-heuristics. Applications I am working on: - Network (passenger) revenue management - Cargo revenue management - Production Planning - Resource Allocation - Patient Admission Thank you! Topics I am interested in: Optimization in business applications or just for fun, in particular approximate dynamic programming What I would love to work on, but I don t have time for at the moment (maybe you have?): -Testing the quality of a novel approximation for network revenue management through simulation - Analyzing hospital admission data to estimate input parameters for a patient admission problem - If I get the data: analyzing air cargo data to estimate input -Using approximate dynamic programming g to find a good strategy in Yahtzee -10- -11- Christiane Barz cbarz@anderson.ucla.edu