Shift optimization: How to improve productivity and efficiency

8 min read
Professional team working in an optimized environment with well-organized workgroups
Effective team planning can improve productivity and reduce operational costs.

Optimized management of workgroups is key to improving operational efficiency in companies with personnel distributed across different teams. Intelligent planning can help reduce costs, increase productivity, and improve the work experience of employees.

Implementing an optimized team planning system can help make better use of available resources, reduce unnecessary overtime, and ensure each group has the right staff for required tasks.

The impact of team planning on productivity

The relationship between effective team planning and productivity is direct. When groups are optimally distributed, considering both the company's needs and the preferences and capabilities of the staff, multiple benefits can be achieved that transform organizational performance.

Efficient assignment

Allocate staff based on the actual needs of each period, avoiding both overloading and excessive staffing in specific areas.

Reduction of unproductive time

Minimize periods of low activity and ensure a balanced workload throughout different operational periods.

Skill Utilization

Assign tasks considering the specific skills and experience of each employee to maximize their contribution to the team.

Reduction of absenteeism

Calendars that respect the needs for work-life balance tend to reduce unforeseen absences and work-related stress at all levels.

In sectors such as retail, research has shown that establishments with advanced team planning can serve more customers with the same number of employees, resulting in better resource utilization and a more satisfying experience for both the customer and the worker.

Strategies for team optimization

Detailed team planning in a service company
Digital tools enable more efficient and adaptable planning

Data analysis to identify demand patterns

The basis of optimal planning is understanding when more staff is needed and when demand is lower. This involves a systematic, data-driven approach that enables informed decisions about the allocation of human resources over time.

  • Analyze historical data to identify daily, weekly, and seasonal patterns
  • Segment demand by days and seasons
  • Consider special events that affect the workload
  • Periodically review these patterns to adapt to changes

2. Balance between operational needs and staff preferences

An optimization that only considers the needs of the company often proves counterproductive, as it can negatively impact staff satisfaction. A balanced approach should incorporate both operational requirements and human needs of workers, creating an environment where both dimensions complement rather than oppose each other. This integrated approach considers individual preferences while ensuring the necessary coverage for business operations.

Modern systems allow for collecting and considering employee preferences, creating schedules that respect necessary breaks between shifts, equitably distributing less desirable tasks like weekends or holidays, and providing some flexibility for exchanges between employees when needed to address unexpected personal commitments.

Case Study

A supermarket chain in Spain implemented a system that allowed employees to indicate their preferences through a centralized platform. The system then generated optimized schedules that satisfied 80% of these preferences while meeting operational requirements. This resulted in a noticeable reduction in change requests and an increase in employee satisfaction.

3. Use of advanced algorithms

Modern team management systems employ algorithms capable of simultaneously accounting for numerous variables and constraints, enabling an optimization that would be practically impossible to achieve with manual methods. These systems consider staff preferences, fairness in task distribution, specific requirements for each group, and vacation and break considerations, generating optimal schedules much faster than manual planning. Additionally, they allow for quick simulations in response to changing conditions or needs, facilitating adaptation in dynamic environments.

Economic benefits of equipment optimization

Beyond productivity, optimized planning has a direct impact on the economic outcomes of the organization, encompassing both cost reduction and potential revenue growth through better utilization of available resources.

Cost reduction

Team optimization helps minimize unplanned overtime, correctly adjust staff numbers based on actual needs, and reduce costs associated with absenteeism through better work distribution. These combined factors can represent significant savings in the personnel budget.

Revenue increase

Optimized planning allows for offering better customer service during key moments, increasing the capacity to meet demand during high-activity periods, and reducing missed opportunities due to inadequate staffing. The result is a potential increase in sales and customer satisfaction.

A study in the Spanish healthcare sector showed that hospitals implementing advanced planning systems managed to reduce personnel costs while maintaining or improving the quality of care, primarily thanks to reduced overtime hours and optimized staff distribution across different areas according to real-time demand.

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Effective implementation of changes in planning

Changing team planning systems can generate resistance if not managed properly. To ensure a successful transition, it is essential to adopt a structured approach that involves all stakeholders and proactively addresses potential concerns. Transparent communication, clearly explaining the objectives and benefits of the new system, is crucial to gaining team acceptance.

A successful implementation process also requires active participation from staff in the design of the process, a gradual implementation starting with one department or area before expanding, adequate training to ensure all users understand how to use the new tools, and a system of continuous evaluation and adjustment that allows for regular review and improvements as needed.

A logistics company implemented a new team scheduling system with excellent results. The system allowed employees to submit their preferences, displayed the schedule several weeks in advance, and facilitated shift swaps between colleagues through a centralized platform. This approach significantly reduced planning-related issues and notably improved staff satisfaction.

Conclusion: An investment with multiple returns

Team optimization represents one of the areas with the greatest potential for improvement in companies with multiple work groups. Far from being just a matter of operational efficiency, well-designed planning benefits both the company and employees by improving productivity and reducing costs, increasing job satisfaction and lowering turnover, providing better customer service, and enabling greater agility in adapting to changes in the environment or demand.

With today's technological tools, implementing advanced systems for team optimization is more accessible than ever, bringing these advantages within reach of companies of any size and sector. Investing in these systems not only improves short-term financial results, but also helps build a more resilient and adaptable organization in the long term.

Sources and references

International Journal of Production Research (2023). Workforce scheduling optimization in service industries.
IJPR Journal
Harvard Business Review (2022). The Impact of Smart Scheduling on Productivity and Employee Satisfaction.
Harvard Business Review
MIT Sloan Management Review (2023). Algoritmos para la planificación de turnos: Casos de éxito.
MIT Sloan Review
Deloitte (2023). Estudio sobre optimización de recursos humanos en el sector servicios en España.
Deloitte

Do you want to optimize your shifts?

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Do you want to optimize your shifts?

Discover how our platform can help you efficiently manage your team's shifts.

View plans and prices