Kyle Watson

1
Optimize Your Sites Territories Do More With
Less

• Kyle Watson
• Garry Burgess

2
What well cover in this session

• Quick overview of Territory Design
• Explain a few scenarios through software demos

3
Overview of Territory Design

• Toolbar bundled with ArcGIS Business Analyst
• Highly integrated with Business Analyst
• Demographic datasets
• Street network and solvers
• Automatic territory generation and balancing
• Multiple hierarchies, multiple variables
• Regions, districts, zones, etc.

4
When to use Territory Design?

• How can I redistribute franchise areas because a
  new store is added?
• Do our markets even make sense anymore? They were
  created by Steve in 2004 He doesnt work here
  anymore!
• How can I give my reps an equal playing field?
• My plumbing technicians must support 50,000
  potential subscribers, but cant go beyond 40
  miles or I lose money!
• New market how to I divide and conquer?

5
Software Demo Scenarios

• Food Service Expand to a new market
• Divide territories by market potential, no
  current office locations
• Office Furniture Clean up existing territories
• Rebalance territories based on changing sales
  force, compare old and new
• ISP/Cable Franchise Analyze the market
• Balanced vs. Capacity

6
Time to see the software More PowerPoint later,
I promise
7
Benefits at a glance

• Fair territories equal competition
• Easier to benchmark sales performance
• Reduce travel costs
• Mind the gaps
• Respond rapidly to changing market conditions

8
Business Analyst Resource Centerhttp//resources.
esri.com

• Code Samples
• How-to Videos

• Documentation
• Community Pages

9
Business Analyst Blogwww.esri.com/bablog

• Stay in touch with the team what were working
  on!

10
Other Sessions Wednesday
8.30-9.45 Campaigning Marketing Maximizing your Return Room 27A
10.00-11.00 ESRI Data 2009 Demographic Data Trends Demo Theater
10.15-11.30 Optimizing Your Sites Territories Do More with Less Room 27A
11.00-Noon ESRI Business and Demographic Data Demo Theater
Noon-1.00 Commercial Markets Special Interest Group Meeting Room 26B
1.00-1.30 Leveraging Site Starters for Business Analyst Server Demo Theater
1.30-2.30 Creating Mashups Using Business Analyst Server Demo Theater
1.30-2.45 ACS A Preview of the 2010 Census Changes Room 27A
2.30-3.30 Whats New in ArcGIS Address Coder Demo Theater
3.15-4.30 What is Geographic Business Intelligence? Room 26A
3.15-4.30 Business Analyst Server for the Commercial Enterprise Room 27A
4.00-5.00 Customer Profiling Using Business Analyst Desktop Demo Theater
At the Commercial Island in the Showcase Area
11
Other Sessions Thursday
8.30- 9.45 Introduction to Customizing Business Analyst Server Room 27A
10.15-11.30 Creating Customized Apps w/ Business Analyst Server Room 27A
9.00-9.30 Using Business Analyst Online for Economic Dev. Demo Theater
10.15-10.45 Using Business Analyst Online API for Economic Dev. Demo Theater
At the Commercial Island in the Showcase Area
12
Thanks for attending! Enjoy San
Diego QUESTIONS???

• Kyle Watson kwatson_at_esri.com
• Garry Burgess gburgess_at_esri.com