OptifAI – Scheduling mobile
resources intelligently

Improve your customers’ performance and profitability and help them provide a better quality of service with OptifAI.

World-class artificially intelligent algorithms match field-based workers to client-centric timeframes, skills, qualifications and equipment requirements, enabling your customers to determine and deliver the highest standard of field services to their clients anywhere in the world.

Schedule solutions can be rerun at the touch of a button to adapt to change. OptifAI can rerun a solution if a client cancels or adds an appointment: as of tomorrow, or in the future, or if a client temporarily increases or decreases their requirements, puts their services on hold or cancels their contract.

Why OptifAI?

OptifAI is easy to use and saves hours of manual labour creating and maintaining schedules for mobile workforces to meet your customers’ clients’ requirements. It is fast, efficient, flexible and most importantly it is responsive to business needs.

OptifAI was developed in collaboration with the University of Nottingham through a Knowledge Transfer Partnership. Years of research and development have resulted in a tool that helps organisations become more efficient and profitable in field-based workforce scheduling.

How it works

Scheduling criteria

OptifAI uses eight different criteria to schedule workers to visits:

Continuity of service

Maximises continuity by allocating workers to clients they have previously visited

Worker quantity

Minimises the number of workers required to fulfil the visits, reducing the number of workers needed by the service provider, freeing up resources to fulfil new contracts

Preferred requests

Maximises the fulfilment of preferred requests by assigning workers with the relevant skills and characteristics to accommodate as many of the clients and service providers’ preferred requests as possible

Worker preferred working areas

Maximises the assignment of workers within their preferred working area

Reduce costs

Minimises operational costs by reducing mileage and by using the cheapest worker option to fulfil the visit requirements

Worker area availability

Minimises the allocation of workers outside of the areas they are available to work


Minimises travel time and distance between client visits to reduce travel costs

Worker time availability

Minimises the allocation of workers outside of their available working hours

Each criteria’s importance is weighted to reflect your customer’s goals, which results in different schedule outcomes.


Preconfigured scheduling templates

Working in partnership with industry-leading experts and our end-users we have created seven preconfigured scheduling templates.

Each template matches mandatory visit requirements as a priority, and then uses a preconfigured set of criteria to meet your customer’s business objectives.

1. Worker utilisation and operational costs – Use fewer workers and increase profit margins
2. Continuity of Service – Establish great relationships with clients
3. Preferred Requests – Accommodate as many non-mandatory requested requirements as possible
4. Quality of Service – Accommodate as many non-mandatory  preferred requests as possible using the same workers
5. Profit – Reduce costs and maximise profit
6. Worker Satisfaction – Improve working conditions and create loyal workers
7. Balanced – A balance between delivering quality of service and worker satisfaction

Tailored scheduling templates

If your customer’s business goals are not met with one of the pre-defined scheduling templates, then they can easily create their own. End-users simply select two to five of the eight criteria and allocate them an importance level according to their organisation’s objectives.

*NB. This image is of an OptifAI user wizard screen that is available with the white-labeled user interface source code package.

OptifAI results

Each template produces a different solution depending on the selected scheduling criteria. OptifAI’s inner logic prevents it from producing unrealistic solutions, however, the human coordinator is always in control and may quickly fine-tune a schedule, either manually or by making changes to the client or worker data.

*NB. These images are of the OptifAI user wizard screens that are available with the white-labeled user interface source code package.

The OptifAI engine also generates statistical information about it’s scheduling solutions including, but not limited to, how many visits OptifAI covered in comparison to any existing schedules, costs, profit, travel times and distances, continuity of service and compliance with working regulations.

With the white-labeled interface source code package, several scheduling solutions can be run and compared and users can select the solution most appropriate to their needs.

See it in action

Take a look at how OptifAI works. These videos demonstrate the OptifAI product being used within our partner’s software called Webroster.net, part of The Access Group, who have branded the product as Optimiser.


Partner benefits

• Add value to your scheduling software proposition, meaning that you will win more new business and grow your recurring revenue
• Create sticky customers, meaning they are more likely to renew contracts with you which will, in turn, reduce your churn rate and safeguard your existing recurring revenue
• Modern state-of-the-art artificial intelligence technology
• Plug and play integration – easily configure the AI engine into your systems
• White-labeled SaaS – OptifAI can be branded to your corporate identity
• Cloud-based architecture – All OptifAI services are online-only, there is no need to purchase infrastructure

End-user benefits

• Tailored to your customer’s business objectives and values
• The solution is tailored to your customer’s business objectives and values
• Improves performance and profitability while helping provide a better quality of service
• Maximises bottom line
• Consistent and unbiased decisions are based on business objectives
• Doesn’t have a bad day, go on holiday or call in sick
• Can work around existing visits you do not want to be changed
• Easy comparable solutions – OptifAI allows users to check and compare different scenarios while forecasting profits, continuity of service, travel and other metrics
• Ensure compliance with the European Working Time Directive, Working Time Regulations, corporate policies and more
• Avoid penalties for noncompliance
• Ensure compliance with clients’ booking constraints to prevent damage to business reputation from compliance failings
• Saves hours of manual scheduling
• Fast emergency adjustments
• More efficient coverage
• Flexible scheduling for different geographic areas
• Minimise travel time
• Flexible schedule management – Users can partially adopt a proposed solution
• The human coordinator is always in control – Our AI enhances human workers scheduling abilities, it does not necessarily replace them

The OptifAI options

Optimisation engine only

With the ‘optimisation engine only’ option you integrate our OptifAI engine into your existing software and create your own user interface.

The end-user supplies the OptifAI engine with the necessary data for it to produce the schedules, via your software. The OptifAI engine then returns the optimised schedule solution, which you integrate into your software.

The end-user can request multiple solutions from the OptifAI engine until they are satisfied with the scheduling result.

Additional technical information is available on request.

White-labeled user interface source code (optional add on)

The white-labeled user interface source code enables your customers to use our OptifAI wizard screens, which have been specifically designed to use with our OptifAI optimisation engine.

The user interface source code is easy to integrate into your existing software and apply your own corporate identity.

The white-labeled user interface source code option enables you to get your scheduled optimisation product to market much quicker and at a fraction of the development cost.

The OptifAI wizard screens have been designed to take the end-user through the scheduling optimisation journey as quickly and easily as possible, to enable them to return the best scheduling solutions and simplify their user journey.