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Yulai FanAbout
Product

Intelligent Route Planning

A field-sales planning experience connecting provider selection, office choices, filters, and an adjustable route.

Intelligent Route Planning

Overview

Sales reps can build weekly routes, compare travel time and distance between stops, and add relevant healthcare providers or pharmacies along the way.

Category
Product
Focus
Map interaction + workflow design
Date
2025

Process

How might we turn territory data into a practical weekly route that stays understandable and easy to adjust?

  1. 01

    Choose a territory

    Start with a real coverage area and the providers, pharmacies, priorities, and account context inside it.

  2. 02

    Build the itinerary

    Select providers from the list or map and keep one shared stop order across every view.

  3. 03

    Optimize the route

    Solve the driving path and show travel time, distance, visit duration, traffic, and route overlap.

  4. 04

    Add opportunities

    Find pharmacies near the active route and insert each one after the closest provider stop.

  5. 05

    Save and schedule

    Name the route, set a recurrence, sync it to a calendar, reopen it later, or export it.

Route planning system

Route planning workflow

Choose providers
Plan the route

Solve the driving order

Compare time and distance

Adjust stops and priorities

Expand coverage

Find pharmacies along the path

Insert the smallest detours

Save or schedule the trip

Routing behavior matrix

Planning inputProduct behavior
Provider selectedAdd a numbered stop and recompute the route
Pharmacy selectedInsert it after the geographically closest provider
Route changedRefresh leg distance, drive time, duration, and overlap
Route savedStore its stops, schedule, tags, and calendar state
One shared route state

Provider listOrdered stops

Ordered stopsMap route

Map routeTravel metrics

Saved tripWeekly calendar

Planning architecture

Provider and territory dataReact planning stateRoute solver + map geometrySaved trip and calendar