Scheduling with Solver in Microsoft Excel (Part 1)

Building efficient schedules using Solver’s Simplex LP model.

Volume, AHT and requirements example

Author: Daniel Crespo
Role: Analytics and Workforce Management Professional
Date: July 21, 2021

Introduction

If your work involves scheduling, maybe you have thought about Solver as an alternative. How did it go? Did you get good results?

Let me tell you about my experience with Solver and scheduling. If you are an expert on the topic and want to contribute to me and anyone else reading, we’ll be happy to get your feedback.

Solver Scheduler – Simplex LP

Let’s start by listing what you can do with this kind of model:

Steps to using the model

1. Enter Volume, AHT and Requirements

Volume, AHT and requirements example

2. List the schedules you will give your agents and the cost

Volume, AHT and requirements example

3. Define your objective

List of schedules and cost

Decide whether you want the best schedules to meet your requirements, whether you need to stay within a budget, or whether you need to work with a fixed number of agents. Adjust the Solver objective accordingly.

This step looks scary at first because here’s where you actually use Solver, but if you take a closer look, it’s barely three inputs we are using.

4. Review the outcome

Outcome of Solver scheduling

As you can see, the schedules are really close to the requirements.

Limitations

A couple of things I didn’t love about this kind of model:

Disclaimer

This article expresses my opinion on this topic and not that of any company. All data is invented, so don’t try to add up the requirements to the volumes and AHTs.