Territory Optimiser

Right-size your field team

Improve the way you manage and create your territories, by using spatial mapping to make more informed decisions.

Calculate territory structure based on workload then assign resources based on capacity, location and skill set to make your field operations as efficient as possible - typically resulting in a 20% reduction in resource costs or increase in capacity.

Quantify total visit time based on duration and frequency and calculate travel times based on distance to your resources and visit density.

Balance workload and opportunity

Review and optimise your existing territory structure to ensure workload or opportunity is balanced appropriately amongst your field team.

Match the working time of your resources to targeted, achievable field work, or balance territories based on other key values within your data.

Create ‘green field’ views of your network based on maximum efficiency and run various scenarios to manage change effectively over time.

Minimise drive time, maximise client time

Identify the ideal locations to base your field resources based on the geographic distribution of their work.

Remove gaps and overlaps between resources to increase the efficiency of your operation. Reduced travel time within each territory ensures more time is spent working and less time driving.

Maximise retention and growth

Ensure you have the optimum coverage to maximise service levels and maintain operational efficiency.

Assign the right resources to the right jobs, in the right place, at the right time. Prioritise visit frequency and duration based on potential and cost to serve.

How does Territory Optimisation work

Territory optimisation is a process used to assign a set of locations or a geographic coverage area to a resource, taking into account cost, time or value to ensure an efficient balance of capacity vs workload.

Territory optimisation is useful for businesses with a large field based operation or a contrasting customer base, particular suited to those working within:

Sales, merchandising, engineering, after-sales, pickup and delivery, distribution and supply chain.

‍How does it work?

Input the key information that you want the decision to be based upon, for example: Visit location, frequency or duration, available resources or territory structure.

An algorithm runs through thousands of scenarios to find the 'optimal' solution based upon the most balanced allocation of workload to resources.

‍What are the outputs?

Typical outputs from a territory optimisation are:

Use Geoplan's Territory optimisation software to identify the optimum territory structure, paired with the resource requirements you need to service your market - Benefits include:

Features and benefits