Introduction to ClickRoster

Sage Informatics
Babburu

Agenda

The Shift planning challenge

The Solution: ClickRoster
The Business Value
ClickRoster Customers

The Shift Planning & Scheduling Challenge

Required
Demands

Employee
s
availabilit
y
preferenc
es and
fairness
Rules,
Regulatio
ns,
Unions

Who Works, on Which

Shift, Where and
When
3

The Contradicting Forces

Customer
Demand Coverage
High Service Level

Organization
Reduce
Operational Costs
Increase
optimal Efficiency
Utilization

The
Compliance shift plan
Working Time
Rules
Service Level
Regulations
Health and Safety

Employee

Availability
Preferences
Balance the
Pain Shifts
Skills and
Location
Union Rules

ClickRoster The Solution

Service Levels

COSTS

ClickRoster is a Shift Planning & Scheduling solution that

helps you build the most optimized employees roster for
the organization
Rules &
Employee
Regulations
Satisfaction

Solution Key Capabilities

Full Automation
Shifts Rotations
What if scenarios
Apply working rules and other regulations during the shift
creation process

Optimization
Demand-based scheduling
Using Hard Constraints (Rules) to build the candidate list
Applying soft constraints (Objectives) for an optimal schedule:

Maximal demand coverage

Minimal cost
Maximal fitting with employee preferences
Maximal fairness

The Business Value

Higher Resource Utilization and Efficiency

Headcount saving
Making best use of available resources

Better Response to Demand

Organizational readiness for planned and unplanned events
Dynamic events weather, projects

Customer satisfaction
Customer experience
Citizen service
Compliance with working rules and regulations

Lower Planning Labor Typically this is done

by senior personnel

ClickRoster Unique Capabilities

Balancing the needs of the business
with employee preferences in the most
optimal way
Organizes both in-house and mobile
workforces into appropriate rosters
Single solution for different categories
of staff within one enterprise e.g. field
service, contact centers, retail stores
etc
Highly scalable solution

Scalable solution (ClickRoster Customers)

Soft Drink Company 3,000 resources
Certis Cisco7,500 resources
NZ Corrections3,500 resources
Bell Canada 8,000 resources
Serco
12,000 resources

Thank you