Territory & Service Planning

ORTEC Territory Planning: Service your customer at the right time with the right product

Your sales staff and fleets are your greatest assets.  Your assets require re-balancing as new customers are added and the dynamics of the customer geographic locations change. As customer demands change, your sales staff and territories will need synchronization.  You need the ability to track and react to number of visits per week or per month, given order pattern changes, seasonality patterns, promotions and unpredictable disasters.  ORTEC’s solution ensures your assets are balanced across geographical areas.

The solution determines the optimal master routes within predefined or flexible regional boundaries in your distribution network. The solution identifies when to visit customers and how often to visit with the least amount of time traveled. These determinations are generated by known delivery schedules, constraints such as contracted visits, delivery time windows, storage capacity, and consumption levels. The results allow you to:

• Determine the optimal frequency of visits to your customers.
• Ensure the accounts are serviced and delivered effectively.
• Maximize time spent with your customers while minimizing driving time results. 
• Increase efficiency by reducing route mileage cost, fuel usage, and vehicle upkeep.

ORTEC Service Planning: Less time traveling, more customer facing

Balancing service in the field is crucial to customer satisfaction.  Whether you manage sales representatives, merchandisers, or other service staff, you want to ensure your customers receive the right amount of visits from the right person to maximize revenue potential and please your customers. ORTEC’s solution synchronizes all activities to ensure the right visits are made at the right time by the right person.

• Determine the best delivery plan and fleet mix for a given time period.
• Determine the optimal days in a week or month to visit the customer or make a delivery.
• Design territories based on location, geographics and aggregate levels.
• Create daily routes to maximize time with customers while minimizing driving time.

We are here and ready to help assess your needs and identify the right solution to improve you staff and asset utlization.