5 Tips to Optimizing Your Workforce Scheduling Software

Posted by Erez Glinansky

Thu, Jun 13, 2013

gps navigationScheduling software is very beneficial in virtually every type of business operation. Whether making candy or scheduling legal meetings, business owners and managers benefit from the organizational capabilities of scheduling software.

For the field service industry, workforce scheduling software can do much more than confirm appointments. With the right optimization in place, workforce scheduling software will increase productivity, reduce operating expenses, and improve customer satisfaction scores.

The following are five key tips to optimizing your workforce scheduling software:

  1. Multiple objectives can pose multiple conflicts – understand how each specific goal can impact other goals. For example, if you are looking to increase the number of jobs completed in a day, how will that affect your operating expenses? Knowing the relationships between the objectives is important to identify and to strike a balance.

  2. Measurements reveal facts not opinions – by implementing a series of metrics that are tied to your business goals, you can utilize factual information to make informed decisions. For example, you can measure your fuel costs compared to jobs worked to understand your current expenses, and then use your scheduling software to improve routing and reduce fuel expenses.

  3. Increase visibility – share your analysis and metrics with other managers and your field service team. This information will enlighten many people on how their specific tasks impact profitability for the business. Sometimes, simply presenting the metrics and showing trends will help to improve your workforce.

  4. Make refinements regularly – set a particular time to follow up on your current workforce operations and scheduling. This can be every month or every few months depending on your environment. Review the metrics to determine if you are making progress. Fine tune your scheduling software to further optimize performance.

  5. Plan ahead – look for trends and future events that could impact the performance of your scheduling software. Set a time to adjust and prepare for the changes. For example, if you plan to add to your service vehicle fleet in the next year, look at how this will impact your fuel consumption, productivity, jobs completed and other factors based around your business goals.

Optimizing your workforce scheduling software can yield tremendous benefits. Include this analysis and optimization as part of your business' continuous improvement plan.


Image Credit: rsutton198 | oneninety8.com

Tags: Field Service Optimization, Workforce Management Tips, Mobile Workforce Management