Territory Optimisation Guide

 

Optimise Existing Locations

 

Video Guide

Step One

Create new layer - To optimise existing Territories, open an existing project that contains the existing Territory layer and resource location layer (if available) that you would like to base the optimisation on and then choose Add Data, Create New Layer.

Step Two

Choose which type of layer to create - Select Territory Optimiser to create an optimal Territory structure

Step Three

Choose to Optimise Existing Territories - Select Optimise Existing Territories to create optimal Territories based on your current Territories and existing resource. An alternative option Optimise Workload is available if you want to create optimal Territories based on your customer location data and existing resource. 

Step Four

Select the input data - In the Territory Optimiser panel you can select the input data and settings for your Territory optimisation. In the Step 1: Input Data section you can select which existing Territories layer from your project you would like to base the optimisation on, by clicking on the dropdown list next to Existing Territories

 

The tick box next to Resource Locations gives you the option to select whether to use an existing resource location Map Pins layer, or whether to proceed with no resource locations, asking the system to create new resource locations as part of the optimisation. To proceed with existing resource locations, tick the box and then select the layer that contains your existing resources by clicking on the dropdown list next to Resource Locations

 

The tick box next to Regionalise gives you the option to create optimised Territories within your existing regional boundaries, so that the system will split regions into multiple territories without changing the regional boundaries. To regionalise, tick the box and select the Territory layer that contains your regions, by clicking on the dropdown list next to Regionalise. Once the layer is selected the system will calculate which region each existing Territory and resource location (if chosen) is located within. This will result in a Region Options view, outlining the results of the Region calculations. 

Step Five

Select the Territory settings - In Step 2: Territory Settings you can choose how you want the Territory Optimiser to balance your Territories, by selecting a column from your existing Territory layer. The Territory Optimiser will try to create balanced Territories in terms of your chosen balancing variable at the same time as minimising travel time. Select a column by clicking on the dropdown box next to Balancing Value

 

The total number of regions in the regional layer that you selected in step 1 is displayed next to Total Regions and the total number of existing Territories is displayed next to Total Territories

 

To access additional settings for the territory optimisation and the region settings, click on Advanced Options.

Step Six

Change advanced optimisation settings - In Advanced Optimisation Settings you can change various default settings if required: 

 

Include Unassigned Components – If ticked this will include any building blocks that aren’t covered by your input data so all building bricks are allocated to a Territory,

 

Contiguity – If ticked this ensures that Territories are one unit and are not split into several areas. 

 

Settings – Allows you to fix Territory locations so that a Territory will be built around a similar location to existing Territories if available. You can also Lock Territories so that they will be identical to the existing Territory and you can set individual targets for Territories if you want some Territories to have a different workload to others. Please note, this will only be visible if Regionalise has not been ticked in Step 1. 

 

Regions – Allows you to adjust the number of Territories within a Region. The dropdown will allow you to select a Region to review the Territories within the Region. You can overwrite the number of Total Territories by typing a new number of territories into the box or by using the up/down arrows which become visible when you hover the mouse over the number box. You can also overwrite the Weighting for Territories if you want some Territories to have a higher weighting than others.Note that section is only visible if Regionalise has been ticked in Step 1. 

 

Performance – Allows you to adjust the level of detail for the optimisation between Basic, Regular and Detailed. The more detailed option chosen will result in the optimisation taking longer to process. 

 

To return to the main Territory Optimser panel press the Territory Optimiser back arrow at the top of the panel, and if you are happy with your settings, press the Optimise button to start the optimisation process. This process will create a balanced set of Territories. If Regionalise is ticked in Step 1, the system will optimise each Region separately, to split the total balancing variable (as chosen in Step 2) within the Region into equal Territories.

Step Seven

View the optimised Territories - Once the processing has completed, the map will update to show the optimised Territories. You can then click on the Optimised Territories name in the My Data section of the panel to make changes to the size or style of the Territories. 

Optimise Territory Workload

 

Video Guide

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Step One

Create new layer - To create optimised Territories, Open an existing project that contains the visit layer and resource location layer that you would like to base the optimisation on and then choose Add Data, Create New Layer.

Step Two

Choose which type of layer to create - Select Territory Optimiser to create an optimal Territory structure.

Step Three

Choose to Optimise Workload -  Select Optimise Workload to create optimal Territories based on your customer location data and existing resource. An alternative option Optimise Existing Territories is available if you want to create optimal Territories based on an existing Territory layer in your project.

Step Four

Select the input data - In the Territory Optimiser panel select the input data and settings for your Territory optimisation. In the Step 1: Input Data section select which visit locations Map Pins layer and resource location Map Pins layer from your project you would like to base the optimisation on, by clicking on the dropdown lists next to Visit Locations and Resource Locations.

 

The tick box next to Compare to Existing Territories gives you the option to compare the optimised Territories to your existing Territories. If required, tick the box and then select the Territory layer by clicking on the dropdown list next to Existing Territories.

Step Five

Select the workload settings - In Step 2: Workload Settings you can choose how to define the workload for your Territory optimisation. There are a few different options for defining the workload depending on the data that you have:

 

Ticking Use Existing Workload allows you to select a column from your visit locations layer that contains all the workload associated with the visit. Select the column from the dropdown list next to Workload.

 

Visit Time Settings allows you to select a visit duration and frequency by either selecting a column from your visit locations layer or by entering a global value for all the visits into the box next to Visit Time and Frequency.

 

When Use Existing Workload is unticked Travel Time Settings can be applied to factor in the impact of increased traffic at certain times of the day. To suppress the travel time for any of the three times of day, increase the percentage by typing a value into the percentage box.

Step Six

Choose resource settings - In Step 3: Resource Settings you can specify the total number of resources (reps) that you currently have. You can overwrite this value to try different scenarios by typing a new number into the box or by using the up/down arrows which become visible when you hover the mouse over the number box.

 

Select Advanced Options if you want to specify further resource settings.

Step Seven

Choose further resource settings - The Advanced Resource Settings panel allows you to specify parameters for all of the resources.

 

To return to the main Territory Optimiser panel when you are happy with your settings press the Territory Optimiser back arrow at the top of the panel.

Step Eight

Calculate the number of resources required - Press Calculate to calculate the number of territories required to service the visits, with the visit and resource settings that have been applied.

Step nine

Select optimisation settings - If you did not select to Compare to Existing Territories, then you will need to choose a Geography for your Territories such as Postcode Districts.

 

The Total Territories that the system has calculated to cover the workload is shown in Step 4: Optimisation Settings. You can overwrite this number by typing a new number of territories into the box.

 

To access additional settings for the territory optimisation, click on Advanced Options.

Step ten

Change advanced optimisation settings - In Advanced Optimisation Settings you can change various default settings if required:

 

Include Unassigned Components – If ticked this will include any building blocks that aren’t covered by your input data so all building bricks are allocated to a Territory,

 

Contiguity – If ticked this ensures that Territories are one unit and are not split into several areas.

 

Settings – Allows you to Fix Territory locations so that a Territory will be built around a similar location to existing Territories if available. You can also Lock Territories so that they will be identical to the existing Territory and you can set individual workload targets for Territories.

 

Return to the main Territory Optimser panel by pressing the Territory Optimiser back arrow at the top of the panel and if you are happy with your settings, press the Optimise button to start the optimisation process.

Step eleven

View the optimised Territories - Once the processing has completed, the map will update to show the optimised Territories. You can then click on the Optimised Territories name in the My Data section of the panel to make changes to the size or style of the territories.