What is caseload optimization?
Caseload optimization uses advanced algorithms to assign clients to employees in a way that minimizes travel time, balances workloads, and respects capacity constraints. This helps your organization deliver services more efficiently.
What data do I need to get started?
You'll need client data (names and addresses or coordinates) and employee data (names, locations, and capacity limits). You can import this via CSV or Excel files. Geographic regions are optional but helpful for constraining assignments.
How does the optimization algorithm work?
Our algorithm considers multiple factors including travel distance, workload balance, employee capacity, and skill matching. You can adjust weights to prioritize what matters most to your organization. We offer both traditional optimization and AI-powered generative approaches.
How long does an optimization job take?
Most optimization jobs complete within 2-5 minutes, depending on the size of your dataset. Larger organizations with thousands of clients may take longer. You can monitor progress in real-time and cancel if needed.
Can I customize optimization parameters?
Yes, you can adjust weights for travel efficiency vs. workload balance, set hard constraints on maximum caseloads, require skill matching, and restrict assignments to specific geographic regions.
How do I implement the new caseload assignments?
After reviewing optimization results, you can apply all changes at once or selectively apply specific reassignments. Results can be exported to CSV for use in other systems. We also offer professional services to help with change management.
What file formats are supported for data import?
We support CSV and Excel (.xlsx) files for data import. For geographic boundaries, we accept GeoJSON and shapefiles. Enterprise customers can also use our API for programmatic data integration.
Do you offer professional implementation services?
Yes, our professional services team can help with data migration, system integration, staff training, and change management support. Contact us to learn more about how we can help your organization succeed.