7

I would just call it "planning data". I think it might be easier to convince an administrator that "planning data" needs to be recorded/captured than to sell them on "<insert techno-jargon phrase here> data". Administrators grasp what planning is (whether or not they are adept at doing it), and at some visceral level they ...


7

I would call them decision-relevant data, because most optimization problems in practice help people do decisions better, which they already do in a heuristic fashion. This puts the focus on the decision and what is needed to effectively make this decision. Alternatives would be system-describing data/system-boundary data, because the data defines the ...


6

SAA is a very widely used technique for stochastic optimization problems and as far as I can see there are two frequently used approaches for the implementation of SAA. Please check Homem-de-Mello's survey paper. I will give you some references on a very specific problem (Influence Maximization) where these approaches are applied. In Lee2015, Wu2017, ...


6

Adhering to the rules of encapsulation, I would simply call it "parameters". If we're thinking of an optimisation model and, as you said, what changes is the number of things (number of students, number of classrooms, a table with the teachers' schedule, etc.), that's what we call usually parameters in optimisation modelling so I don't see a reason ...


6

I think it's a bit of general question. AFAIK, this subject can be surveyed in many aspects. Designing of an optimization software depends on its specific and related field. For example, architecting and developing of the mathematical programming software like CPLEX or Gurobi is quite different from developing navigation software. Based on what problem you ...


5

You mentioned: "Often, a planner will not have an operations research background and the software needs to be easy and intuitive so the user (and organization)...". So, I assume by optimization software you mean software with an OR algorithm in the background for an end-user. I include two screenshots from some searches. I got the screenshots from their ...


5

One of my favorite things about working in operations research is diving into a new problem to understand all the complexities. Getting a non-OR person to list all the requirements for an optimization problem is almost like asking someone to explain all the steps to ride a bike. They know how to do it, but won't be able to explain all the steps. Here are ...


5

In my experience the best way to manage risk in these kinds of situations is to correctly manage client expectation and avoid 'big design up front'. You should expect the unexpected - i.e. new constraints to appear that were not discussed up-front. You should arrange the project in an iterative manner, so come up with a model, test in a real-world setting (...


5

Simulation experts have dealt with this question for years. If you do a search for "simulation validation" and/or "simulation face validation", you will find lots of hits. As I recall it, most of the suggestions for how to validate simulation models also apply (or generalize) to other types of OR models.


5

One way is to always start by modeling a baseline (a model which pictures the current situation). Basically, if you are working with linear programming (for example), you write your model and add constraints that model the existing situation. Then you check your results and analyse some KPIs and make sure they match the company's current KPIs. This will give ...


4

As well as the visual design, discussed in other answers, it's worth thinking about how back-end choices in the optimisation model can make for a more intuitive system. One thing that can sometimes be helpful is to consider how the system will react to user decisions, and to try to make that as intuitive as possible. For example, a couple of years ago I ...


3

I think, answers provided so far are great. When talking to professionals in the field, I second Nikos and call them "parameters" and cross my fingers they know the difference between a parameter and a variable (which is a bleeding wound between the OR profession in Industrial Engineering and OR profession in Business Administration). On the other ...


Only top voted, non community-wiki answers of a minimum length are eligible