Resource Optimization — Client Intake Form

01

Organization & Contact

Tell us about your organization and the primary contact for this engagement.

Primary contact

First name ✦

Please enter a first name.

Last name ✦

Please enter a last name.

Job title ✦

Please enter a job title.

Email address ✦

Please enter a valid email.

Phone number Optional — for follow-up calls

Organization details

Organization name ✦

Please enter an organization name.

Industry ✦

Please select an industry.

Organization size

Annual revenue (approx.)

Country / Region

Brief description of your core operation What does your organization produce, manage, or deliver?

02

Operations & Planning

Describe the scheduling or budget problem you want to solve and the planning window.

Problem statement

What is the primary problem you need to optimize? ✦

✓ Maintenance scheduling ✓ Staff / shift scheduling ✓ Capital budget allocation ✓ Project / crew sequencing ✓ Fleet / asset downtime ✓ Other

Please select a problem type.

Describe the problem in your own words ✦ What is going wrong today? What happens when scheduling is done poorly?

Please describe the problem.

What is the estimated annual cost of this problem? Include penalties, overtime, lost revenue, or inefficiency — approximate is fine.

Planning window

✦ The planning window defines the date range the optimizer will schedule resources across. This maps directly to the Start Date and End Date fields in the optimizer tool.

Plan start date ✦

Please select a start date.

Plan end date ✦

Please select an end date.

Preferred planning granularity ✦ How do you naturally think about periods in your operation?

Please select a period unit.

Optimization priority ✦ What matters most when the optimizer makes tradeoffs?

Please select an optimization priority.

Demand pattern during this period How does demand or workload vary over the planning window?

✓ Flat / stable ✓ Seasonal (peaks mid-period) ✓ Ramps up over time ✓ Front-loaded (high early) ✓ Back-loaded (high late)

Demand volatility / unpredictability How much does demand vary week to week or month to month?

Very stable Highly volatile 10%

03

Resources to Schedule

List every resource that needs to be scheduled — units, crews, machines, locations, or cost centers.

✦

Capacity = the size of this resource when online (MW, FTEs, vehicles, units/day, etc.) · Duration = how many periods it is offline or deployed · Earliest start = the earliest period number it can begin (1 = first period of the plan) · Estimated cost = what the activity costs in your currency

Total operational capacity

Total capacity (all resources combined, when fully online) ✦ e.g. 1,360 MW total; 40 nurses; 25 vehicles; 1,280 units/day

Please enter total capacity.

Capacity unit / label What does the capacity number represent?

Resource list

#	Resource name	Capacity	Duration (periods)	Earliest start (period #)	Est. cost ($)	Notes / constraints

Additional resource context

Are there any resources that must be scheduled in a specific sequence or cannot run simultaneously?

Are any resources subject to regulatory, contractual, or seasonal scheduling windows?

04

Budget & Financial Parameters

Define the financial envelope the optimizer will work within.

Budget envelope

Total planning budget ✦ The total funds available for this planning period.

Please enter a total budget.

Currency

Minimum contingency reserve (%) What percentage of budget must be held back as a buffer? The optimizer will not allocate beyond this.

0% 30% 10%

Maximum allocation to any single resource (%) Prevents one resource from consuming a disproportionate share of the budget.

5% 60% 30%

Budget context

Is this budget fixed, or can it be adjusted if the optimizer identifies a strong case for more or less?

✓ Fixed — cannot change ✓ Soft cap — can increase with justification ✓ Flexible — optimize for value

Are there any period-level spending limits (maximum spend in any single period)?

Any additional budget notes or constraints?

05

Operational Constraints

Define the rules the schedule must never violate — hard limits that override all other considerations.

Capacity constraints

Maximum resources offline simultaneously ✦ At most how many resources can be in scheduled downtime at the same time?

Please enter a maximum offline count.

Minimum capacity buffer (%) ✦ What percentage of total capacity must remain available at all times?

Please enter a minimum buffer %.

What happens operationally if the buffer falls below the minimum? Help us understand the severity — this informs how strictly we enforce the constraint.

Scheduling rules

Minimum gap between starts (periods) How many periods must separate the start of any two resources?

All resources must complete by period # Leave blank if no hard deadline within the plan.

Blackout periods (period numbers when no resource can start) e.g. period 4 (holiday freeze), period 7 (regulatory audit window)

Regulatory & compliance

Are there regulatory or compliance requirements that constrain your scheduling?

✓ NERC / grid reliability ✓ OSHA / safety regulations ✓ Union / labor contracts ✓ ISO / quality standards ✓ Environmental regulations ✓ Customer SLAs ✓ None

Please describe any specific regulatory constraints in detail

Any other constraints, preferences, or notes the optimizer should be aware of?

06

Review & Submit

Please review your responses before submitting. You can go back to edit any section.

Declaration

I confirm that the information provided is accurate to the best of my knowledge and I consent to it being used to configure the Resource Optimizer on behalf of my organization.

Click the box above to confirm, then click Submit.

Client Intake & Discovery Form