Tactical Routing - The leading solution for optimized contract and repeated service visits - ortec
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Tactical Routing
The leading solution for optimized
contract and repeated service visitsLess time on the road and more time at the customer,
that’s what the business is all about
Challenges
Service provision is the leading commodity in the 21st century. customer visits or deliveries can significantly improve efficiency
The challenge is to simultaneously exceed your customers’ and answer questions such as: What is the most efficient way of
demands while minimizing costs. Facing an increasingly demanding scheduling customer visits? What is the best day and time window
market and strong competition, customers select a service provider for me and for my customer? for a specific customer? And lastly,
on the basis of reliability, punctuality and quality at the right price. how can I optimize staff deployment, because less time on the road
and more time at the customer, is what the business is all about. In
The continued ability to meet your customers’ needs is crucial in short, customer satisfaction and cost control are both crucial to any
being the leading market. You need to be able to exceed all of these business seeking to achieve and maintain the best position in their
expectations with a much higher service level in order to surpass sector.
your competition. For example, an improved way of planning your
Security Sales Representatives/ Maintenance
Merchandisers
Facility Services Certification and Control
2 ORTEC Tactical RoutingA tactical planning for your service visits
Solution
ORTEC would like to help you address these issues. With years of
planning experience in the services industry we can offer a broad
range of flexible planning solutions. ORTEC Tactical Routing is one
such solution that can help you achieve operational excellence.
ORTEC Tactical Routing allows you to create optimal planning
schedules. This advanced planning system sets cost and time-
efficient customer visits as top priority. The system creates balanced
territories, spreads visits over the planning horizon and tactically
determines the best driven routes to ensure the most efficient
planning schedule.
Tactical planner KPI’s
ERP/TMS/WMS/APS ORTEC Tactical Tactical plan with optimal routes
Routing
What-if?
Scenario
Analyses
Tactical routing and optimization in Transport and Distribution
ORTEC Tactical Routing 3Characteristics
ORTEC Tactical Routing creates a tactical planning for your service visits, ensuring service levels are
maintained or improved while simultaneously reducing costs. The application consists of three functionalities
that can be combined or used individually.
1. Territory Optimizer
Creates visit territories.
Resources may be assigned their own territory with designated customers.
Workloads are balanced over territories.
Assign locations to More efficient routes thanks to geographic clustering.
regions/resources
2. Visit Day Optimizer
Calculates optimal visiting days.
Workloads are divided equally over the planning horizon.
Customers are assigned to visit schedules and visits are assigned to specific days of the week.
Variable planning periods - ranging from a week to a year.
3. Routing
Creates optimal routes for each day and each resource.
Balance workload over
planning period Additional characteristics
ORTEC Tactical Routing helps you create tactical routes. The solution can accommodate the wishes and
requirements of your customers while enabling significant operational savings to be made.
An overview of some additional characteristics:
The system calculates an optimal tactical plan on the basis of visit duration and frequency, ensuring that
visits are equally distributed over the planning period. This will also ensure that all resources are assigned
the same amount of work.
The ideal solution when scheduling the activities of sales representatives, service employees and service
engineers.
The system takes into account a broad range of factors, such as: visit duration, visit frequency, desired
period between visits, opening hours, qualifications or certificates, working hours, overtime, hours worked by
full-time and part-time staff, employee-customer relations and permanent customer agreements.
You can determine which delivery days you offer the client, and they can choose their preferred day.
Calculate optimal routes
4 ORTEC Tactical Routing New customers can be easily added to an existing plan. The The graphical user interface (GUI) can be easily configured to
system will calculate which employee should be deployed, and your specifications. The standard GUI can be configured to reflect
determine how the visit can be fit into their route most effectively. your wishes and terminology. If required you can create your own
State-of-the-art maps offer immediate insight into customer information screen layout.
locations and planning schedules. This solution can be combined with an operational software
Scenario analyses help you gain insight into the effects of package from the ORTEC Solution Suite.
potential policy adjustments. The system allows for easy The operational software will help you to respond to day-to-day
comparison of the various scenarios. Some examples: situations such as ad hoc visits, illness
o How would a change in the visit frequency of customers or unavailability.
impact my plan and costs?
o Could I continue to service my current customer base with
fewer resources?
o Which resource would be most suited to service these new
customers - and when?
o What would be the best territory to recruit a new service staff
member? In which territory would I need an additional resource?
o How will changes to the visiting schedules affect my customers?
ORTEC Tactical Routing
ERP/TMS/WMS/APS
Customer
addresses Tactical planning
Visiting
Frequency Balanced assignment of
customers per employee
Average (Visiting)
Time and Volume Optimal assignment of
schedule and timeframes
Resources
Route optimization
Invoicing
What-if scenario analyses
Financial
Settlement
Assignment of new customers
to existing schedule
ORTEC Tactical Routing 5Your benefits
Results
The optimal planning schedules created with the ORTEC Tactical Routing will help you achieve
the following results:
+ More cost-efficient routes that help you cut back on mileage and working hours.
+ CO2 reduction and contribution to a cleaner environment due to lower overall mileage.
“Our services process has
become much more efficient.
As a result we are able to serve
more customers with the same
number of service employees.”
ORTEC Tactical Routing
+ A more productive service organization will allow you to expand your customer base with the same
or even with reduced cost - or simply achieve further cost savings.
+ A much higher service-level due to more accurate and reliable visit appointments conducted
by the same employee
+ The scenario analysis functionality enhances your decision-making process. You will be able to easily
compare various scenarios that help you solve complex problems in less time.
+ A planning schedule is created in less time.
+ Employees are deployed on the basis of a realistic and feasible planning schedule.
+ Greater flexibility and more options for meeting stringent service requirements.
+ More efficient deployment of your resources that helps you minimize the use of subcontractors
during peak periods.
+ A more balanced workload distribution also helps to reduce overtime payments
6 ORTEC Tactical RoutingOur software solutions
SAP Integrated:
ORTEC Load Building for SAP ERP
Certified add-on to logistics optimization in SAP ERP with integrated carton, pallet and
load space optimization, plus route planning and optimization.
ORTEC Warehouse Execution for SAP WM
Certified add-on to Warehouse Management in SAP ERP for picking planning and control,
including paperless picking.
Windows applications:
ORTEC Load Building
Carton, pallet and load space optimization, plus order picking.
ORTEC Routing and Dispatch
Route planning and optimization with a primary focus on real-time route planning
and dispatching in a multiuser environment.
ORTEC Route Scheduling
Route planning and optimization for logistics and field services.
ORTEC Tactical Routing
Territory and delivery day optimization including individual route sequencing and the creation
of trips while optimizing the utilization of resources.
ORTEC Service Planning
Route planning and optimization for field services.
ORTEC Inventory Routing
An advanced solution for demand forecasting, order generation, and route planning and execution.
ORTEC Workforce Planning
Strategic workforce planning, forecast and budgeting.
ORTEC Workforce Scheduling
Operational workforce scheduling with rules, skills, service-level agreements and employee
preferences taken into account.
ORTEC Tactical Routing 7ORTEC world wide
About ORTEC
ORTEC is one of the largest providers of advanced planning and optimization solutions and services.
Our products and services fully optimize fleet routing and dispatch, vehicle and pallet loading, workforce
scheduling, delivery forecasting, logistics network planning, and warehouse control. We offer stand-alone,
custom-made and SAP® certified and embedded solutions that are supported by strategic partnerships.
Our 750 employees support over 1,800 customers worldwide from offices in Europe, North America,
South America, and Asia Pacific.
North America Western Europe Asia Pacific
USA Belgium Australia
France China
South America Germany Singapore
Brazil Italy
Netherlands
UK
Nordics
Denmark
Central and
Eastern Europe
Greece
Poland
Romania
Want to learn more about our solutions? Contact us at:
info@ortec.com
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