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Operations research automates B2B territory planning beyond spreadsheets

This article proposes a programmatic solution to automate B2B territory planning, a process traditionally managed with manual spreadsheets. It outlines a pipeline using Operations Research techniques, specifically the Hungarian Algorithm and Longest Processing Time (LPT) algorithms, to address challenges in capacity balancing and seller assignment. The goal is to move beyond inefficient manual methods and create a scalable system for territory design and account allocation. AI

IMPACT Automates complex sales territory planning, potentially freeing up significant analyst time and improving sales efficiency.

RANK_REASON The article describes a novel application of operations research algorithms to solve a business problem, akin to a research paper proposing a new methodology. [lever_c_demoted from research: ic=1 ai=0.4]

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Operations research automates B2B territory planning beyond spreadsheets

COVERAGE [1]

  1. Towards AI TIER_1 English(EN) · Shreyas Karwa ·

    Mathematical Territory Design: Solving the B2B Allocation Problem with Operations Research

    <h4>Moving beyond manual spreadsheets to automate capacity planning, territory balancing, and optimal seller matching using the Hungarian Algorithm.</h4><figure><img alt="" src="https://cdn-images-1.medium.com/max/1024/0*qd2u2q-moGgDeNpb" /><figcaption>Photo by <a href="https://u…