Moving Truck
Moving Truck

Optimised Caseload Management

Streamline your whole caseload allocation operations with our powerful algorithms.

Assigning remote staff for visits to clients across any geographic region can be a difficult and tedious task. How smartly you carry out this allocation will have a significant impact on your operational performance and costs.

You will need to consider many variables, including:

  • Who is the closest member of staff to a given client (distance)?
  • Who is the closest member of staff to a given client (duration)?
  • Which member of staff has the required competencies to support a specific client?
  • How do they fit in a visit with the remainder of their caseload?
  • Which clients are the most efficient to visit together?
  • How many visits can a member of staff complete on any day?

image of a man standing between signposts looking confused

Upto half of your staff's productivity is lost travelling between clients. Our algorithms help allocate clients to staff more smartly and reduce travel to a minimum. This means your staff can spend more of their time with clients rather than sitting in traffic.

Once our algorithms have allocated clients to the best geographically placed member of staff, they will then further cluster each group of clients to identify the most efficient subgroups for the purposes of visits. This information can be utilised within diary scheduling to further reduce travel times.

Analysis has demonstrated savings in mileage (and associated expenses), time and headcount when caseloads are allocated in a more structured and analytical manner.

image of a man stood next to a chart with an upward trend showing progress

Our algorithms increase productivity by reducing mileage by up to 45% and time spent traveling by 35% and will take into consideration:

  • Staff FTE's
  • Needs of clients and competencies of individual members of staff
  • Duration of engagement
  • Ordering of visits
  • Duration of visits
  • Frequency of visits
  • Threholds for caseloads

THE OLD WAY

The Old Way

VS

THE NEW WAY

The New Way
The Old Way and The New Way

BENEFITS

reduce milage

Reduce milage
up to 45%

reduce staff turnoover

Reduce your staff
turnover

improve your bottom line

Improve your
bottom line

increase client satisfaction

Increase client
satisfaction

You Achieve

Reduced Travelling

TRAVEL

Reduce travel distance by up to 45% and visit the same number of clients.

Increase Productivity

productivity

Save up to 35% less time travelling, increase your available capacity by 8%

Savings

savings

Reduce your travel expenditures and staff turnover.


CO2 Emission

co2

Reduce your environmental impacts by up to 45%.


How it works


rotating circles showing progress loading
1. WE TAKE A COPY OF YOUR EXISTING CASELOAD DATA
  • Staff and their competencies
  • Clients and their needs
2. APPLY OUR ALGORITHMS

Taking into consideration:

  • Geographical location and routing
  • Staff FTE's and competencies
  • Desired caseload target
  • Duration of visits
  • Frequency of visits
rotating circles showing progress loading
rotating circles showing progress loading
3. DELIVER YOU THE MOST OPTIMISED AND WORKABLE CASELOADS
  • Finely tuned caseloads
  • Associated cost savings
  • Productivity gains
  • Details of required changes
  • Identify geographically over-staffing / under-staffing
4. YOU REAP THE BENEFITS OF OPTIMISED CASELOADS
  • Timely and regular visits
  • Satisfied clients
  • More productive staff
  • Improved bottom line

How it works


1. WE TAKE A COPY OF YOUR EXISTING CASELOAD DATA
  • Staff and their competencies
  • Clients and their needs
first image showing an office building
2. APPLY OUR ALGORITHMS

Taking into consideration:

  • Geographical location and routing
  • Staff FTE's and competencies
  • Desired caseload target
  • Duration of visits
  • Frequency of visits
second image showing a desk with a computer and screen
3. DELIVER YOU THE MOST OPTIMISED AND WORKABLE CASELOADS
  • Finely tuned caseloads
  • Associated cost savings
  • Productivity gains
  • Details of required changes
  • Identify geographically over-staffing / under-staffing
third image showing another office building
4. YOU REAP THE BENEFITS OF OPTIMISED CASELOADS
  • Timely and regular visits
  • Satisfied clients
  • More productive staff
  • Improved bottom line.
fourth image showing an office room with IT equipment and two people in conversation