Documentation

Tutorials and guides to get started with the platform

What Optimal Workforce does, how your organization is structured inside it, and what your ops and IT teams each need to do first.

For IT and platform administrators: how access, tenancy, sign-on, credentials, and data handling work in Optimal Workforce.

How your operational data gets into Optimal Workforce, what shape it takes, and why it contains no personal information.

See how caseload is distributed right now, correct the picture where it is wrong, and get told when a region drifts.

Model changes safely, then let the platform propose a better set of territory assignments.

Generate branded PDF reports on current balance, a specific optimization run, or how your metrics have moved over time.

Ask questions about your caseload data in plain language and get answers grounded in your own numbers.

How to get help, what to include when you report a problem, and where to look first.