This is the sixth blog in a series of blogs about what’s new in Business Analyst 10.1.
Greetings Business Analyst users. Version 10.1 has probably shipped to you on those convenient USB thumb drives. I wanted to share some info regarding newly implemented features in Territory Design. I think every last one of them came from user ideas – so this is almost entirely a market driven application.
First off point-based territories are included not just polygon layers. This really is an awesome addition. So, for example, if you have a database of customer locations you can use those directly to build territories. No longer do you have to aggregate the points to a polygon layer. Below is a crude example, but as you can see territories are built around point features. You can constrain them by distance or a boundary. Reassigning options are the same as you are used to working with either from the TD Window or map.
And speaking of reassigning territories – that is greatly improved. You can now get a list of all available locations to assign to and which parent territory each currently belongs to. You can also sort and filter (instead of laboriously scrolling) to find the exact territory you need. Sorting is also available for any variables, so its easy to find the largest or smallest territory…the most or least populated territory, etc. Distance is added too! So you immediately know which is the nearest feature.
Next up is the concept of Minimum and Maximum capacity constraints. You can now enter a desired value (a “soft” value of say, $50,000 sales) and ensure a territory must have at least $30,000 sales (a “hard” stop) and must not exceed $70,000 (another “hard” stop). This is great for companies building territories by pinpointing very specific criteria such as a typical franchise business.
More flexibility is added to the territory center placement. So you can now dynamically locate a territory center in a variety of ways. Mean center, farthest from all boundaries, in a location of the highest concentration of any variable such as populated areas or your in the center of your customer distribution.
Expanding on that you can now lock territory centers. This is helpful if you want to freeze an area then distribute surrounding territories while looking for better balanced results.
We’ve heard from users that while the software wizards are easy to use, it is difficult to share methodologies across organizations. To accommodate this, we’ve developed 17 new geoprocessing tools. You can now bypass the front end wizards and go straight to the more advanced GP tools.
And this means you can build your own custom tools or models. Reduce the clicks, if you will. Below is a simple Territory Design workflow. This makes it simple to identify and lock down a methodology, then apply it elsewhere around the country, globe, or elsewhere in your organization without having a list of parameters to follow.
So that’s a quick recap of what we’ve added to Territory Design at the Business Analyst 10.1 release. We hope you find these useful in your everyday work.