Service Example

An appliance services company is planning their Assignment Manager implementation based on the following data:

• There are 100 potential geographic territories for their product line and different service products.

  The product line includes refrigerators, washing machines, air conditioning units, and so on. The services the company provides include: preventive maintenance, extended warranty coverage, and so on.

• There are 1,600 field technicians working with customers in these territories.

Ideally, this company would define no more than 100 assignment rules, which is the lower of the two numbers. However, if this company plans to use additional Assignment Manager features, such as dynamic candidates, scoring, skills, and so on, the company might consider reducing its rule count even further.

In summary, when you create assignment rules, identify the logical territories and the people participating in these territories, and then determine how you can best optimize your Assignment Manager deployment.