Technology
Mathieu Isabel  

Navigating Grey Zones – Consistently Picking the Right Tasks

In our previous discussion, we explored the versatility of the Solver API in solving complex decision-making problems. Now, let’s dive deeper into a specific scenario: prioritizing tasks within an organization by considering multiple dynamic factors. By harnessing the Solver API’s power, businesses can not only streamline task allocation but also adapt in real-time to changing business conditions, ensuring optimal resource utilization and client satisfaction.

The Multifaceted Nature of Task Prioritization

Task prioritization is no longer just about matching tasks with employee skills—it’s about balancing various dynamic business factors to maximize efficiency and client satisfaction. Let’s break down some of these aspects and explore how the Solver API can optimize task prioritization:

1. Client Satisfaction Level

Client satisfaction is paramount in any organization’s success. Tasks that directly contribute to improving client satisfaction should be prioritized accordingly. By considering client feedback, project milestones, and service level agreements (SLAs), organizations can ensure that tasks are aligned with client expectations.

2. Client Revenue Share

Not all clients or projects are created equal. Some clients may contribute more to the organization’s bottom line or strategic objectives. Tasks associated with high-value clients or projects should be given priority to maximize return on investment and foster long-term relationships.

3. Task Expected Revenue Generation

Tasks directly contributing to revenue generation are prioritized to optimize profitability and business growth.

5. Employee Cost

Balancing task prioritization with employee cost helps optimize resource allocation and minimize operational expenses.

6. Employee Skills and Proficiency

While financial and client considerations are great, if you can’t match the demand to the best resource, the overall objective will not be realized. Not only do you need to find employees with the right skills but you might also need to consider their proficiency for a particular skill demanded.

Leveraging the Solver API for Dynamic Prioritization

Here’s how the Solver API can be leveraged to address these dynamic aspects of task prioritization:

1. Real-time Data Integration

Integrate real-time data sources to dynamically update task priorities based on changing client satisfaction levels, client value, SLAs, revenue projections, employee costs, and utilization rates.

2. Dynamic Scoring Logic

Configure the Solver API to dynamically adjust scoring logic based on fluctuating business conditions, ensuring tasks are prioritized optimally to meet evolving requirements.

3. Continuous Optimization

Implement continuous optimization algorithms within the Solver API to adapt task priorities in response to real-time changes, maximizing efficiency and client satisfaction.

4. Scenario Planning

Utilize the Solver API for scenario planning, allowing businesses to simulate different task prioritization strategies and their impact on various metrics, enabling informed decision-making.

5. Adaptive Resource Allocation

Enable adaptive resource allocation capabilities within the Solver API to allocate resources efficiently based on task priorities, employee availability, and skillsets.

Sample Use Case

Let’s consider a scenario where a digital marketing agency, Digital Dynamics, needs to prioritize tasks for their employee, John Smith, based on various factors such as client satisfaction level, task revenue generation, and John’s skills and proficiency.

Here’s a overview of this simplified use case:

Tasks to Prioritize

TaskClient Satisfaction LevelClient Revenue ShareTask RevenueTask CostEnglish Proficiency RequiredFrench Proficiency RequiredSpanish Proficiency Required
Online Campaign Design854050050800
Content Creation756030030800
Translation Services0070070999

Task Prioritization Factors:

  • Client Satisfaction Level %: Indicates the level of satisfaction of the client with the services provided.
  • Client Revenue Share %: The percentage of revenue generated from the client’s business.
  • Task Revenue: The revenue generated from completing the task.
  • Task Cost: The cost associated with completing the task.
  • French, English, Spanish Proficiency Level Required: The proficiency level required for each language, ranging from 0 to 10.

John’s Employee Profile

  • English Proficiency: 8
  • French Proficiency: 4
  • Spanish Proficiency: 3

Tooling

In order to simplify the creation of this use case, I took advantage of the capabilities present in another tool I’m working on as a hobby project that leverages the Solver API in the background, www.dretza.com. While the Solver API doesn’t depend on Dretza in any way to be used, the tool allowed me to quickly put together this demo together by:

  • Defining a new item type
    • To support Task as something that be considered in a problem to solve
  • Defining new descriptor types
    • To support the characteristics of the tasks and also to define the problem constraints
    • Descriptor types can be reused across item types
  • Defining new descriptors
    • While not used specifically in this demo, they are typically used to define valid options for a combination of item type and descriptor type
      • A descriptor of type brand for a car item type would be Ford while the same descriptor type for a television item type would be Sony
  • Storing tasks and their characteristics
  • Storing the problem constraints
    • A simple way to be able to reload the prioritization criteria
    • While the tasks to be prioritized can be added and remove, you can keep the same problem constraints and simply re-evaluate an updated list of tasks
    • You always have the option of making changes to the problem constraints by adding, removing or updating them

Dretza also provides additional capabilities that are beyond the scope of this discussion through its usage of generative AI for tasks such as data extraction, validation, summarization, Q&A etc.

Results: Bias on Revenue Generation

As you can see in the results above, the Solver API tries to balance budget and skill but with a special emphasis on revenue generation. You will also notice below a slight tweak that’s happening on Dretza as to what happens when a certain problem constraint is favorably exceeded (Bonuses). In this instance, the task was for a client which exceeded the requirement of being at least of a particular revenue share, so certain tasks were rewarded. (i.e. we wanted to favor bigger clients). You can also see how a particular task was penalized for the same constraint as that task might be for a new client with an unproven business flow.

Results: Bias On Cost

On the other hand, if we put a bigger emphasis on operational costs, we can see that cheaper tasks to accomplish now get favored. Also note how the Translation Services job gets severely penalized for multiple reasons (lack of skills, high cost, not targeting the right client profile).

Benefits of Dynamic Task Prioritization

Dynamic task prioritization powered by the Solver API offers several benefits:

  • Enhanced Client Satisfaction: Prioritizing tasks based on client satisfaction levels ensures timely resolution of critical issues, leading to higher client satisfaction and retention rates.
  • Optimized Resource Allocation: Balancing task priorities with employee costs and utilization rates helps optimize resource allocation, minimizing operational expenses while maximizing productivity.
  • Improved Decision-Making: Real-time data integration and continuous optimization empower businesses to make informed decisions, adapting task priorities to changing business conditions and client needs.
  • Increased Efficiency and Profitability: By prioritizing tasks with the highest client value and revenue generation potential, businesses can maximize profitability and achieve strategic objectives.

Conclusion

In conclusion, dynamic task prioritization is essential for modern businesses operating in fast-paced and ever-changing environments. By leveraging the Solver API’s capabilities and integrating real-time data sources, businesses can optimize task allocation, enhance client satisfaction, and drive profitability. As business conditions continue to evolve, the ability to adapt task priorities dynamically is crucial for maintaining competitiveness and achieving long-term success. With the Solver API, businesses can stay agile, responsive, and proactive in meeting the demands of today’s dynamic marketplace.

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  1. […] our previous posts Navigating Grey Zones In Decision-Making: Introducing the Solver API and Navigating Grey Zones – Consistently Picking the Right Tasks, we covered some of the basics of how the Solver API works and different use cases as to how it can […]

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