1. 1 Joe Roebuck The challenges & benefits of implementing Strategic and Tactical Planning Processes and Tools in Workforce Management

2. In this presentation Background to SEAMS Asset Management vs Workforce Management Strategic and Tactical Planning – Problems – Challenges – Benefits Summary 2

3. Enable analytics & data to better inform decision making to reduce cost, increase profit and balance risk to improve corporate performance and return on investment 3

4. 4

5. Asset Management vs Workforce Management? 5

6. The Problems – In the words of the Market Water Company – Discontent with current scheduling system so planning upgrade – Increase in backlog of events that impacts customer service – Overuse of contractors leading to increase in cost – Peaky demand that needed smoothing (proactive vs reactive) – Struggling to achieve efficiency targets in operations Gas Distribution Network – Geographic location of gangs inefficient – A lack of succession planning and training for skills Facility Management – Contracts not being run efficiently – Taking on too many unprofitable contracts – Getting hit with penalties due to inefficient resource allocation – A realisation of a lack of strategic planning and forecasting 6

7. The Challenge – Analytics Terminology 7

8. The Challenge – Analytics Tool Landscape 8 Most Field Force Dispatch Click Tableau Cliq Business Objects

9. Supply and Demand Balance 9

10. The Benefits – Forward Planning 10

11. The Benefits – Our findings 11

12. So why is everyone not doing it? It often gets put in here Leads organisations into the perilous trap… 1.Try do something quick and easy in Excel to “test” value 2.Do this with someone who is not strategic and struggles with analytics 3.No processes put in place to support strategic planning 4.Spreadsheet ends up being of no use and gets lost on C drive 5.Company concludes strategic planning is worthless/limited so don’t bother progressing further 6.Upgrade to next version of job scheduling tool as we understand that 12 The “Too Hard” Box

13. Is my data good enough? It is easy to point at data and say it isn’t good enough as an excuse for doing nothing You will be surprised at how much improvement you can get in your decision making from the smallest amounts of data You can wait forever for the perfect data and never move forward Let your decision making processes drive your data improvement, not the other way around 13

14. Summary Relatively untapped cost and performance efficiencies Pitfalls to be aware of and avoid Significant challenges The benefits make it a worthwhile challenge 14

15. 15 Questions ?