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Case Study: Improving a
Scheduling Process
How Taxi Hochelaga Transformed Their Process
& Became an Industry Leader
The Situation
Growing Quickly
They were scheduling an
average of 700 trips per
day for 200 vehicles, but
were expecting more
growth.
Already Busy
Planning happened
through the night, usually
from 8pm to 5am, with a
scheduling team of up to
5 people involved.
Efficiency + Satisfaction
Balancing growth and
maintaining minimum
revenue targets for
drivers, and driver
satisfaction, was a
constant challenge.
Goal:
Build a process, and use tools, that
would reliably give control over
scheduling, while allowing easy
adjustment of the rules applied, to
maximize efficiency and driver
satisfaction.
Step 1: Initial assessment
1. Initial Assessment
Examining the current process was the main focus here.
We observed their schedulers to gain an understanding of the
workflow, as well as the rules and heuristics applied.
Example discovery: recurring rides placed in the schedule
first.
Step 2: Rule Extraction
2. Rule Extraction
Goal: Based on Step 1 and historical data, generate a set of
rules governing the scheduling process.
We got feedback from scheduling team on our first try at a
ruleset - often there will be ‘informal’ rules that come up.
Example discovery: a certain subset of drivers was being
favoured due to more flexible operating rules.
Step 3: Counter-Intuitive
Discoveries
3. Counter-Intuitive Discoveries
By recognizing and adjusting things like removing the
preference for certain types of drivers, they were able to
decrease fleet size over 10%, while completing 15-20% more
work.
This is the opposite of their original plan, which was to hire
more drivers.
By bringing in experts, making the process data-driven, and
being open to sometimes painful discoveries about their
scheduling process, Taxi Hochelaga was able to bring their
scheduling process to the cutting-edge, and find the optimal
balance between crew satisfaction, customer service
reliability and company business objectives.
If you’d like more details about this particular case study,
the original full article can be found here.
You can read more articles about scheduling, optimization,
and how to improve operations on our blog here.
leansystems.co
@leansystemsHQ
Full article on our blog about optimization!
leansystems.co/blog

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Case Study: Improving a Scheduling Process

  • 1. Case Study: Improving a Scheduling Process How Taxi Hochelaga Transformed Their Process & Became an Industry Leader
  • 2. The Situation Growing Quickly They were scheduling an average of 700 trips per day for 200 vehicles, but were expecting more growth. Already Busy Planning happened through the night, usually from 8pm to 5am, with a scheduling team of up to 5 people involved. Efficiency + Satisfaction Balancing growth and maintaining minimum revenue targets for drivers, and driver satisfaction, was a constant challenge.
  • 3. Goal: Build a process, and use tools, that would reliably give control over scheduling, while allowing easy adjustment of the rules applied, to maximize efficiency and driver satisfaction.
  • 4. Step 1: Initial assessment
  • 5. 1. Initial Assessment Examining the current process was the main focus here. We observed their schedulers to gain an understanding of the workflow, as well as the rules and heuristics applied. Example discovery: recurring rides placed in the schedule first.
  • 6. Step 2: Rule Extraction
  • 7. 2. Rule Extraction Goal: Based on Step 1 and historical data, generate a set of rules governing the scheduling process. We got feedback from scheduling team on our first try at a ruleset - often there will be ‘informal’ rules that come up. Example discovery: a certain subset of drivers was being favoured due to more flexible operating rules.
  • 9. 3. Counter-Intuitive Discoveries By recognizing and adjusting things like removing the preference for certain types of drivers, they were able to decrease fleet size over 10%, while completing 15-20% more work. This is the opposite of their original plan, which was to hire more drivers.
  • 10. By bringing in experts, making the process data-driven, and being open to sometimes painful discoveries about their scheduling process, Taxi Hochelaga was able to bring their scheduling process to the cutting-edge, and find the optimal balance between crew satisfaction, customer service reliability and company business objectives.
  • 11. If you’d like more details about this particular case study, the original full article can be found here. You can read more articles about scheduling, optimization, and how to improve operations on our blog here.
  • 12. leansystems.co @leansystemsHQ Full article on our blog about optimization! leansystems.co/blog