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研究生: 張佳銘
Chang, Chia-Ming
論文名稱: 以模擬演算法求解客服中心人員配置問題:實驗比較與分析
Using Simulation-based Algorithm to Solve a Call Center Staffing Problem: Experimental Comparison and Analysis
指導教授: 蔡青志
Tsai, Shing-Chih
學位類別: 碩士
Master
系所名稱: 管理學院 - 工業與資訊管理學系
Department of Industrial and Information Management
論文出版年: 2015
畢業學年度: 103
語文別: 中文
論文頁數: 79
中文關鍵詞: 客服中心人員配置問題模擬演算法可行性判定程序
外文關鍵詞: Call Center Staffing, Cutting Plane Method, Lagrange Method, Multiple Feasibility Check Procedure
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  •   客服中心為企業組織和顧客聯繫時的主要方式,在全球各地都具有一定程度的發展。近年來對於客服中心問題的研究也日益增加,由於資訊設備的進步,因此硬體設備在客服中心裡並非最主要的成本,客服中心大部分的成本來自於服務人員成本,根據相關研究約為60%至70%,所以如何能在滿足一定程度的服務水準(Service level)下,使得服務人員總成本最小,為客服中心問題主要探討的部分。

      在相關文獻中,有許多學者利用模擬方法,發展不同的演算法以處理客服中心問題,且所搭配使用的數值分析方法也不同,各自擁有不同的優缺點和適用情況。而本研究針對幾個能運用於此問題的演算法進行分析與討論,第一個為切面模擬演算法,主要以整數規劃處理樣本平均近似問題並輔以切面法加入切面限制式的方式求解。第二個為拉格朗日模擬演算法,使用拉格朗日乘數法簡化原始問題為一無限制式的模擬最佳化問題,並搭配區域搜尋求解。第三個為模擬迭代演算法,以模擬為基礎,取代傳統等候模型求解服務人員配置的方式,在考慮連續時間的到達率變動情況下進行求解。本研究主要目的為討論各個模擬演算法的優缺點以及執行績效,並設定各種情境及變因進行實驗,分析各個模擬演算法在不同設定下的表現會有何變化,以及其適用範圍。

      切面模擬演算法以及模擬迭代演算法的表現相近,都有著不錯的目標成本以及PFS。整體來說,切面模擬演算法在加入可行性判定程序後,在目標成本以及可行解機率的綜合績效是最好的,但必須花費最多的模擬成本。拉格朗日模擬演算法則是改變拉格朗日乘數的計算方法後,績效表現能得到有效的改善,但較其他兩個演算法差一些。而模擬迭代演算法則是能夠在不耗費太多模擬成本的情況下,得到良好的目標成本及可行解機率。

      We propose and improve three Simulation-based algorithms, the Cutting Plane Algorithm, Lagrangian Algorithm, and Iterative Algorithm, to solve the agent staffing problem in a single-skill call center. This problem aims to minimize the total costs of agents subject to service-level requirements that are estimated by simulation. The first algorithm combines the Cutting plane method and integer programming, then we improve it by using the Multiple Feasibility Check Procedure (MFCP). The second algorithm combines the Lagrange method and local search, then we improve it by updating lagrange multipliers. The third algorithm combines the queueing method for staffing, then we improve it by adjusting transform method of service-level. In our numerical experiments, all three algorithm perform better with new setting, though each of them has some strengths and weaknesses, the Cutting Plane Algorithm and the Iterative Algorithm perform better under most scenarios.

    中文摘要 i 英文延伸摘要 ii 誌謝 vii 目錄 viii 圖目錄 xi 表目錄 xii 第一章 緒論 1 1.1 研究背景與動機 1 1.2 研究目的 3 1.3 論文架構 3 第二章 文獻探討 4 2.1 客服中心問題(Call Center Problem) 4 2.2 樣本平均近似法(Sample Average Approximation; SAA) 9 2.3 拉格朗日乘數法(Lagrangian Multiplier Method) 12 2.4 模擬最佳化(Optimization via Simulation; OvS) 15 2.4.1 排序與選擇程序(Ranking and Selection; R&S) 16 2.4.2 可行性判定程序(Feasibility Check Procedure; FCP) 17 2.4.3 多重可行性判定程序(Multiple Feasibility Check Procedure; MFCP) 20 第三章 研究方法 23 3.1 客服中心人員配置問題 23 3.1.1 問題描述 23 3.1.2 服務水準限制式的性質 26 3.2 樣本平均近似型式及切面模擬演算法 29 3.3 拉格朗日模擬演算法 35 3.4 模擬迭代演算法 40 第四章 實驗情境與分析 46 4.1 實驗評估 46 4.2 實驗情境設定 47 4.2.1 實驗假設 47 4.2.2 實驗情境 47 4.3 實驗測試與分析 49 4.3.1 服務水準變異數實驗 50 4.3.2 演算法比較實驗:是否考慮顧客中途離開 53 4.4 演算法調整 57 4.4.1 切面模擬演算法的調整 57 4.4.2 拉格朗日模擬演算法的調整 58 4.4.3 模擬迭代演算法的調整 59 4.5 調整後實驗測試與分析 59 4.5.1 演算法比較實驗:到達率 59 4.5.2 演算法比較實驗:等候時間限制 63 4.5.3 演算法比較實驗:服務水準門檻值 65 4.5.4 演算法比較實驗:服務人員成本 67 4.5.5 演算法比較實驗:相對振幅 69 第五章 結論與未來研究方向 71 5.1 結論 71 5.2 未來研究方向 73 參考文獻 75

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