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Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

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Page 1: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

• Optimization

• Mastering the planning objectives

• Demo: Carmen Crew Pairing

• Demo: Carmen Crew Rostering

• Summary

Crew Planning

Page 2: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Optimization

Page 3: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Better optimization means more room for increased stability and more business opportunities.

Optimization

• Predictability

• Flexibility

• Holistic view

• Best of breed optimization always pays off

Optimization

Page 4: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Target Mastery

Change Power

Power Integration

Products concepts

Flexibility

Stability

Control

SavingsSpeed Satisfied crew

Simulation capability

Process changes

No sub-optimization

Good forecasting

Optimization

Page 5: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Target Mastery

• Know what you get

• Create scenarios

• Create low cost solutions

• Create stable solutions

• Investigate trade-offs

Optimization

Control and predictability of results

Page 6: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

• You can always change your mind

• New agreements, new bases, revised timetables, etc

• Decrease the lead-time of change (of both solution properties and the process itself)

• Consistent legality, quality and cost constraints in all systems

Change Power

Optimization

The ability to quickly implement new business rules and processes

Page 7: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Power Integration

• Don’t sub-optimize

• Always use best of breed applications

• Always regard all necessary resources

• Always have access to relevant data

Simultaneous optimization and integration of different resources

Optimization

Page 8: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Select the a number of pairings, such that all legs are covered and the total cost is minimised. This is a very hard optimization problem.

Optimization: Set partitioning

min cxAx=b

min C1 C2 C3 C4 C5

leg 1 1 1 0 1 0 = 1leg 2 1 1 0 0 0 = 1leg 3 0 0 1 0 1 = 1leg 4 0 1 1 1 0 = 1leg 5 1 0 1 1 1 = 1

Flight or pairing

Rosters or crew pairings

Optimization

Page 9: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

???The Optimization methods allows a global approach where the total cost/quality is important.

(Individual extreme cases can of course still be avoided.)

120

75

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89

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450

128

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112

95

84

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128

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110

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82

414

128

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112

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58

390

130

0

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98

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340

115

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Optimize

Optimization

Page 10: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Carmen Rave

• The same legality tool in all products

• Short lead-times to introduce new rules

• Very important when performing simulations

• Clients estimate that Rave gives more than 2% additional savings

RULE max_duty =%duty% <= 10:00;REMARK “Maximal duty”;

END

Optimization

Page 11: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Deutsche Bahn

Air France

Lufthansa

British Airways

Core product

• Legality• Quality• Costs • Reports• Interfaces• Colours• etc...

• Optimization methods• GUI• Modelling tools like Rave and the report generator• Basic functionality

Optimization

Page 12: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Optimization Benefits

• Reduce costs

• Increase stability

• Easy to change business rules and processes

• Control planning trade-off effects (e.g. cost, stability, crew influence)

• Detailed simulations to support informed decisions

Optimization

Page 13: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Mastering the planning objectives

Page 14: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Product Overview

Carmen Crew CommunicatorCarmen Crew Communicator

Rosters

Carmen Roster Maintenance

Carmen Roster Maintenance

Carmen Crew Pairing

Carmen Crew Pairing

Carmen Crew Rostering

Carmen Crew Rostering

Anonymous pairings

Carmen Crew Tracking

Carmen Crew Tracking

Aircraft Routings

Carmen Aircraft Tracking

Carmen Aircraft Tracking

Carmen Fleet Assignment

Carmen Fleet Assignment

Anonymous fleet assignment

Carmen Rave (Global Modelling Language)Carmen Rave (Global Modelling Language)

Carmen Time Table ManagerCarmen Time Table Manager

Ca

rme

n

Inte

gra

ted

O

pe

ratio

ns

Co

ntro

l

Carmen Tail Assignment

Carmen Tail Assignment

Carmen Passenger Tracking

Carmen Passenger Tracking

Page 15: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

• Improved utilization of resources

• Increased operational stability

• Measurability and control

• Increased service level to the end consumer (passenger, cargo)

The Planning Objectives

Page 16: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Improved utilization of resources

• Reduce crew size

• Reduce crew costs (e.g. hotel, per diem, positioning, etc)

• Allow crew to influence their rosters

Planning Objectives

Page 17: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Increased operational stability

• Start planning later

• Plan crew to minimise delays (e.g. crew synchronisation, buffers)

• Synchronise crew and fleet (minimize critical aircraft changes)

Planning Objectives

Page 18: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Measurability and control

• Simulate effects from changes (new union agreements, changed crew base structure, fleet restructuring, etc)

• Cost control of the entire process

• Reduce complexity in planning process (e.g. remove lose-lose rules, put crew in control over quality aspects)

• Increase predictability in result (by making quality, cost and stability aspects independent of individual interpretations)

Planning Objectives

Page 19: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

• Integration within planning

• Simulations to support long-term decisions

• Simulations as a part of the planning process

• Simulations to explain results

Integration and Simulation

Page 20: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Integration within crew planning

• Regard roster pre-assignments when creating pairings

• Allow pairings to be moved between bases in rostering

• Create preliminary pairings and rosters to find future bottlenecks

• Connect the planning more with the post-planning processes

• Evaluate pairings and rosters returned from day of operations

Integration and Simulation

Page 21: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Simulations to support long-term decisions

• The potential in renegotiating the crew agreements

• The consequence of detailed changes

• The consequence of changing the base distribution

• The consequence of a new flight schedule, network or a new fleet structure

• The consequence of changing the payment structure

Integration and Simulation

Page 22: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Simulations as part of the planning process

Always produce plans for

– Real plans

– Lowest possible cost

– Industrial rules benchmarking

– Crew requests status report

• Easier to perform relevant reporting to upper management

• Increase the cost awareness in the planning department

• Promotes planners to explore the new technology

Integration and Simulation

Page 23: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Integration and Simulation

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB 2001 2002

Published

No quality and no PBS

Max PBS

Industrialregulations

Cost

Published Key Figures

Page 24: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Explaining results

• “The meaning with any change is to trick us into working more!“

• “Why are we having less block time per crew than airline X?“

• “How can the planning be efficient when I have two blank days, and three deadheads in my roster this month?"

Integration and Simulation

Page 25: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Minimizing crew costs and achieving stability

Carmen Crew Rostering

Page 26: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Carmen Crew Pairing – Short Demo

• Create a solution (both seasonal and dated)

• Create many scenarios

• Analyse the result

• Manual operations

• Always legality control

• Apply seasonal planningto a new time period

• Change legality

Carmen Crew Pairing

Page 27: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

. . . . . .

Select flights and start an optimization session in the background

Carmen Crew Pairing – Start the optimizer

Open flights

Page 28: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

. . . . . .

It is always possibleto monitor the optimization sessions, and to analyzeavailable sub solutions

Crew pairings

Total solution cost for each improved solution

Carmen Crew Pairing – Start the optimizer

Page 29: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Key figures are always available both from the monitoring system andfrom the pairing editor

Carmen Crew Pairing – Monitor the solutions

Page 30: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Dated pairings

Additional open flights

And some pairings becomes illegal

Roll out weekly pairing solution

It is possible to apply an already available standard pairing to a new period.

Some pairings contains cancelled flights

Carmen Crew Pairing – Rolling-out

Page 31: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

The system can repair a a standard solution applied on a new period

Carmen Crew Pairing – Repair solution

Page 32: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Carmen Crew Pairing – Directly to dated

It is also possible to perform dated planning directly from open flights

Page 33: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

The system makes sure that no illegal pairings are created by the optimization or in the pairing editor

Carmen Crew Pairing – Legality control

Generic control panel for legality, quality and cost

Illegal pairing

Page 34: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Adding a rule with Carmen Rave

RULE max_duty =%duty% <= 10:00;REMARK “Maximal duty”;

END

Carmen Crew Pairing – Changing legality

Page 35: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Adding a new legality rule to the system

Generic control panel for legality, quality and cost

A Rave programmer creates the rule

The system immediately respects the new rule

Carmen Crew Pairing – Changing legality

Page 36: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Lowering crew costs and high quality of life

Carmen Crew Rostering

Page 37: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Carmen Crew Rostering – Short Demo

• Manual editing of rosters

• Look for resource bottlenecks

• Create a solution

• Analysis reports

• Changing legality

• Create scenarios

• Improve an already existing solution

Carmen Crew Rostering

Page 38: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Carmen Crew Rostering

Select crew members and open production (e.g. crew pairings and standby blocks)

Production from previous planning period

Pre-plannedtime off

Open production (pairings and standby blocks)

Ground duty

Previous planning periods

Time-off request

Page 39: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Carmen Crew Rostering – Manual interaction

It is always possible to edit details in a solution, at any stage.

Page 40: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Assigning internal meetings to administrative pilots.

Carmen Crew Rostering – Manual interaction

Page 41: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Copying parts of a roster.

Carmen Crew Rostering – Manual interaction

Page 42: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Forecast report

Crew Rostering – Analyse the problem

Run production forecast report.

Critical resource situation

Page 43: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Crew Rostering – Start the optimizer

Cover production

Stability

Requests

Fairness

Set trade-off settings and start optimizer

Page 44: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Controlling Trade-off effects

• Productivity (few crew members, low hotel and allowance cost, etc)

• Stability (rest buffers on strategic duty, efficient stand-by patterns, etc)

• Fairness (fair distribution of free weekends, attractive layovers, etc)

• Individual preferences / crew requests(late check in, short pairings, specific time off, etc)

• Service level, long-term stability, high revenue flights, etc

Crew Rostering – Trade-offs

Page 45: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

It is always possible to monitor each scenario while it is being further improved.

Total solution cost for each improved solution

Comparing quality of long-term duty distribution, preferences and fairness

All open production covered

Carmen Crew Rostering – Monitor the solutions

Page 46: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Any reports can be created with Rave Publisher. (The example shows a roster overview and crew requests.)

Carmen Crew Rostering – Monitor the solutions

Page 47: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Carmen Crew Rostering – Improving or scenarios

It is always possible to improve a scenario even further, e.g. by changingsome parameters.

Page 48: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

It is always possible to improve a scenario even further, e.g. by changingsome parameters.

Carmen Crew Rostering – Improving or scenarios

Page 49: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

Summary

• More efficient crew planning

• Easy to change objectives and processes

• Cost and stability control

• Simulations and scenarios

• Crew requests

Page 50: Optimization Mastering the planning objectives Demo: Carmen Crew Pairing Demo: Carmen Crew Rostering Summary Crew Planning

www.carmensystems.com

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