Territory Optimisation Guide

 

Optimise Existing Locations

 

Video Guide

Step One

Create new layer - To optimise your existing Territories, Open an existing project that contains the Territory layer that you would like to optimise 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 an existing Territory layer in your project. An alternative option Optimise Workload is available if you want to create optimal territories which are based on customer locations instead of using existing Territories.

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 Territory 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 base the optimisation around existing resources (or existing territory managers). If you do not want to use existing resources leave this box unticked. To use existing resources in the Territory optimisation, tick the box and then select the Map Pins layer that contains your resources, by clicking on the dropdown list next to Resource Locations

Step Five

Select the Territory settings - In Step 2: Territory Settings you can choose any numeric data variable from you existing Territories layer, to be the variable that you would like to balance the new Territories on. To select a variable click on the dropdown box next to Balancing Value and select your data variable. 

 

The Total Territories shows the number of Territories that the system will create. The figure displayed initially will match the number of Territories in your existing Territory layer. If you would like the system to create a different number of Territories, you can type a new number into the number box or use the up/down arrows which become visible if you move the mouse over the number box.

 

You will notice that the number in brackets after the Total Territories number box changes to reflect how many Territories more or less will be created, compared to the number of existing Territories. 

 

If you click on Advanced Options you can change various different optimisation settings before running the optimisation.

Step Six

Choose whether to include unassigned Territory components - Your existing Territory layer may not cover the whole country, for example if some of the Territory building bricks (or components) have not been assigned to a Territory. By default the Territory Optimiser will include all the unassigned components when creating the optimal Territories. If you would prefer these components to not be allocated to a Territory then you can do this by clicking in the tick box next to Include Unassigned Components to remove the tick. 

Step Seven

Choose if Territories should be contiguous - The Contiguity section of the Advanced Optimisation Settings allows you to choose if you want your Territories to be contiguous (sharing a common border so that a Territory is one unit). If you do not mind if your Territories are not contiguous (so that a Territory could be made up of two or more geographically separate areas) then you can untick the box next to Use Contiguity

Step Eight

Change the Territory settings - In the Settings section you can choose the following settings for your optimisation:

 

Fixed Location – If this box is ticked for a particular Territory, then the system will build the Territory around a similar area to the existing Territory. To allow the system to build the Territory in another area you can untick this box by clicking on it.  

 

Lock – If you have an existing Territory that you do not want to change you can do this by clicking on the tick box underneath Lock for that Territory. Locking a Territory will mean that it will have exactly the same components after the optimisation as it did previously. Note that locking Territories will restrict the optimisation and may make the results less balanced. 

 

Target Minutes -The system automatically sets the same target for all the Territories that it is going to create, so that each resulting Territory will have the same amount of work. If you want a Territory to have less or more workload than the other Territories, you can change the Target Minutes percentage to reflect this. For example, you could set the target minutes to 50 which would result in the Territory have 50% of the workload compared to the other 100% Territories. 

Step Nine

Choose optimisation performance level - There are three different levels of detail for the optimisation. The level that you choose will affect the length of time that the optimisation takes to complete. If you are running an optimisation over the whole country the Basic level should be adequate but smaller areas with smaller Territory components may benefit from the Regular or Detailed performance level. 

 

When you are happy with your settings press the Territory Optimiser back arrow to return to the Territory Optimiser panel.

Step Ten

Run the Territory optimisation - To run the Territory optimisation press the Optimise button. The optimisation will then 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.

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.