Otm 2013 c13_e-12-gittoes-derek-otm-release-6-3-overview

Oracle Transportation Management: Product Update

Derek Gittoes

Vice President, Logistics Product Strategy

January 2013


Program Agenda

Oracle Transportation Management 6.3 Highlights

Oracle Global Trade Management 6.3 Highlights

OTM & GTM Rollups

Q&A


OTM 6.3 Highlights


OTM: Transportation Lifecycle

Order Management: - ERP Integration / EDI - Rate & Route Options

Plan Shipments: - Route / Itinerary - Carrier & Equipment - Service / Schedule - Consolidation

Monitor: - Event / Exception Management - Track & Trace / Visibility

Sell Side Billing: - Customer Billing - A/R integration

Buy Side Invoices: - 3rd party Carriers - A/P integration

Cost / Rev Allocation: - Orders / Order lines - Margin Analysis

Execute Shipments: - Communication - Reconcile Plan vs. Actual

(route, weights, times, etc)


Innovation Extension User Experience

• Optimization: Multi-Tier Network,

Ship Unit Planning

• Document Management

• Parcel & Rail (Demurrage)

• Sourcing – Flexible bid model

with new rate attributes

• GTM: Oracle Customs Management (new product)

• GTM: License management

• Fleet: Map enhancements, planning, business intelligence

• Mobile support: carrier execution, visibility, BI

• GTM: Restricted Party Screening Workbench

• FTI: Re-organized catalog

• UI configuration, Advanced Layout changes

• FlexFields on all major objects

• Sourcing – Rate loading

OTM 6.3 – released Dec 2012 Over 200 enhancements


Mobile Applications

Access to information and business

functions across multiple smart phone

and mobile platforms

Examples:

– Carrier tender accept/reject

– Shipment status update

– Order/shipment track & trace

– Business Intelligence

iPad Support

– iPad / Safari as certified browser for

most OTM users interfaces

Mobile OTM User

Interface


Mobile: Shipment Tendering

Carriers can

respond to

shipment tenders

Map Shipment

Locations

Use links to Call

or Email

Map Shipment

Locations


Mobile: Visibility & Event Management

Enter & Save

Events

Auto-Populate

Event Location

based on GPS

Query for

Shipment Status

Track & Trace

Shipment Events


Mobile: Business Intelligence

Access OTM BI

reports on phone

or tablet

All desktop reports

/ dashboards are

available


OTM 6.2: Decision Control Center Decision Control Center

Maximize productivity

All information in one view

Perform necessary actions

Configurable by role / user

Multiple panels, multiple

objects/tabs per panel (orders,

shipments, invoices, etc)

Decision support

actions

Pre-defined queries

per window / tab;

auto-populate data

NOTE: DCC is not restricted to FLEET users


OTM 6.3: Decision Control Center Embedded Map:

1. View Orders, Shipment, Routes

2. Perform Actions e.g., Assign

Orders to Routes

3. Drill to details

4. Interact with tabular views

Interactive Display:

Selected Shipment


Shipment selected

in Map


Orders on Selected

Shipment

User defined parent-child

tables. Examples:

1. Shipment Stops

2. Shipment Orders

3. Shipment Invoices


Transportation Business Intelligence

New Facts & Dimensions

– Flex Fields, Refnums, etc.

– Fleet Data

New Documentation

– How to migrate customized

ETL, metadata, & reports

– How to customize ETL,

metadata, & reports

– And more

OBIEE & ODI 11g

– More features

– Better performance


Fleet: Business Intelligence New Fleet

Dashboard and

Related Metrics

“How is my fleet

performing compared to

3rd party carriers?”

“What is the utilization

of my fleet?”

“What is the on-time service

level for my fleet?”


New OBIEE 11g Features

Maps

Mobile Apps

Scorecards:

KPIs & Targets

Actions


Fleet Management

Resource Availability

Load Plan Mobile Comm. Driver Pay /

Billing Assign / Dispatch

Oracle Fleet Management

Plan

• Orders & Shipments

• Inbound / Outbound

• Cross-Hub

• Load Configuration

• Dynamic & Static Routing

• Multi-mode

Execute

• Configurable Dispatch Board

• Mobile communications

• En-route hot load assignment

• Event management

• Brokerage “job” management

Monitor

•Activity & status tracking

•Regulatory reporting

•Asset inventory (pools)

•Sensor based data capture

Settlement

• Driver payroll

• 3rd party suppliers

• Customer billing

• Allocations / Accruals

• GL Coding


Fleet Planning

– Slip-seating (truck shared between drivers)

– Straight-trucks & kits

– Backhaul assignment

– Get the Driver Home - opportunistic backhaul v/s return empty

– Find “home” for order – show options on map

Map-based Workspace

– Map embedded with Decision Control Center

– More map actions

Business Intelligence

– Fleet specific metrics & dashboard

Fleet Management Enhancements


Shipment Planning • Route

• Mode

Optimized

Decisions

• Consolidation

• Service Provider

• Multi-Leg, Multi-Mode Consolidation

• Multi Stop Consolidation

• Multi-Tier Consolidation

• Driver & Asset Assignment

• Continuous Moves

Algorithms

• Equipment

• Schedule

Engines

& Rules

• Service Time Engine

• Rating Engine

• Load Optimization

• Ship Unit Optimization

• Itineraries & Profiles

• Carrier Capacity

• Location Capacity

Support a Wide Range of Optimization Needs –

Simple Rules Based Planning to Complex Cost & Constraint Based Optimization


Multi-Tier Networks

Multi-Tier Networks

– Multiple locations for

consolidation and/or

deconsolidation activities

Use cases

– Multi-modal networks

– Cross-docks

– Hub-and-spoke (local P&D

with linehaul)

– Zone skipping

New optimization framework

Simplified setup


Multi-Tier Networks

New multi-tier network

optimization algorithm

– OTM automatically

discovers all network

routing options

– Improved solution

quality & performance

– E.g., unlimited number

of cross-dock / pooling

options


Ship Unit Optimization

Load Configuration algorithm was extended to become a generalized

Packing Algorithm

– Used to pack ship units into equipment (existing OTM functionality)

– Now also used to pack order lines into Ship Units


Scenario Option 1 Option 2

• Create one pallet (one ship

unit) representing the entire

order release

• Ship via LTL at a cost of $95

• Order Release sent to OTM with four packaged items

• Each packaged item weighs 40lbs.

• Mode is unknown when Order Release is created

• Create multiple ship units for the order release

• Ship each ship unit individually via small parcel at a cost of $22/carton

• Total small parcel cost = $88

Ship Unit Optimization Mode Selection Example


Ship Unit Optimization Consolidation Example

Port Port

Consolidated Ocean Leg

Supplier B

Supplier A

DC 1

DC 3

Consolidated Pallets

Supplier C

DC 2

• Ship Units (partial pallets) shipped from suppliers on the first leg of a 3-leg shipment

• Ship Units are repacked for ocean leg to consolidate and increase container utilization


Demurrage / Detention Demurrage / Detention

– Extra costs for use of carrier’s equipment

– Rail cars, ocean containers, etc.

Enhancements

– Model demurrage rules (# of free days,

cost / day, etc)

– Workflow listens for events and

creates/updates demurrage transaction

– Generate settlement and liability reports

Benefits

– Lower transportation costs


Document Management

• Shipment Document

Determination – Auto

Assign Rules

• Document Statuses

• Define Reviewers,

Subscribers, etc

• Manage Revisions

• Include Text Templates

based on Transaction

• Barcode support


GTM 6.3 Highlights


Typical Global Trade Transactions

1) Import to US from China

• Product Classification

• Embargo Check

• DRPL Screening

• Import License Management

• Printing of Import Documents

2) Import to US from Mexico


• Embargo Check

• DRPL Screening


• NAFTA

5) Export from EU to Other Countries


• Embargo Check

• DRPL Screening

• Export License Mgmt

• Printing of Export Docs

• Electronic Communication

(NCTS, ATLAS, etc.)

• Trade Preference Processing

• Restitution Handling

4) Import to EU from US


• Embargo Check

• DRPL Screening


• Free Circulation

• Transit Procedures

• Duty & VAT Calculations

• Printing of Import Documents

• Electronic Communication

(NCTS, ATLAS, etc.)

3) Export from US to EU


• Embargo Check/ DRPL Screening

• Export License Management

• Printing of Export Documents

• Electronic Communication (AES)

1

2

3

4 5


Transportation & Global Trade Management Single platform for global trade & transportation

Transportation Management

Transportation Operational

Planning

Freight Payment,

Billing & Claims

Forwarding &

Brokerage Operations

Fleet Management

Transportation Cooperative

Routing

Transportation Sourcing

Fusion Transportation

Intelligence

Logistics Inventory

Visibility

Global Trade Management


Transportation & Global Trade Management Minimize Total Cost of Ownership

Transportation Management

Transportation Operational

Planning

Freight Payment,

Billing & Claims

Forwarding &

Brokerage Operations

Fleet Management

Transportation Cooperative

Routing

Transportation Sourcing

Fusion Transportation

Intelligence

Logistics Inventory

Visibility

Global Trade Management

All in a Single Product

•1 user interface •Global access

•1 data model •Single source of truth

•1 integration point •ERP agnostic

•1 system to administer


OTM+GTM – Single Platform

GTM and OTM functions are part of one application – only

separation is license packaging

GTM trade transactions are linked to OTM orders or shipments (or

they can be standalone)


Oracle Global Trade Management 6.3 Product Features by Module

Oracle Global Trade Management

• Global Trade Content

• Upload & Maintenance

• Master Trade Data

• Items, Parties, & Registrations

• Item Templates


• Duty & Tax Visibility

• OGA, ADD, CVD Visibility

• Restricted Party Screening

• Sanction Screening

• Document Management

• System Infrastructure

• Transaction Processing, Workflow, Messaging, Business Monitor, Security, User Management, Advanced Layout, Work Queues…

Oracle Trade Compliance

• Trade Control Management

• License Determination

• License Exceptions

• OGA, ADD, CVD Screening

• Document/Template Determination

• Corporate Policy Enforcement

• Other Trade Controls

• License Management

• License Repository

• License Assignment

• License Lifecycle

Oracle Customs Management

• Customs Determination

• Electronic Filings & Documents

• Configurable Global Solution

• Customs Preparation

• Virtual Shipment Consolidation

• Unit of Measure Conversion

• Currency Conversion

• Basic Valuation Calculations

• Customs Connectivity

• Electronic Filings and Documents

• Freight Forwarder & Broker Collaboration Platform

• AES Certification

• Direct Connection to AES

Red = New in GTM 6.3


Restricted Party Screening

Screen any type of party

– Customers, suppliers, banks,

employees, etc.

Screen any type of transaction

– Purchase order, sales order,

service parts

Screen against multiple lists

– Government agencies, internal

lists

Support multiple processes

– Quoting, booking, shipping,

service, hiring, front desk

“How conservative

do I want my

screening to be?”

“Which parties

need to be

reviewed?”

“What are my

potential matches?

Which list”


GTM 6.3: Restricted Party Screening Workbench

“Escalate to

Manager”

“Potential Matches for

Restricted Party”

“Clear All or

One at a Time”

“Work Queue of

Potential

Restricted Parties


GTM 6.3: License Management

Create License

Edit/Update License

Renew License

Close License

Determine Trade

Controls

Place Transaction

on Hold

Determine Eligible

Licenses

Assign License

Update License

Release Hold

Monitor Dates

Monitor Usage

Monitor Status

Define Report

Run Report

Archive Report

Query Historical Usage


GTM 6.3: License Management

“Which licenses do I

have available?”

“When does this license

expire? What is the

remaining balance”

“Which licenses can

I use for this

transaction?”


Oracle Customs Management

Delivered as a new module of Oracle Global Trade Management

Centrally manage worldwide customs operations

– Determine electronic filing & documentation requirements

– Virtually consolidate shipments if needed

– Prepare & validate data including currency & UoM conversion

– Transmit filings & documents to regulatory bodies or trading partners

– Standardize global processes, communication, and error resolution

Reduce spend & reliance on trading partners

Certified filings to regulatory agencies

Product Overview

Provide a centralized, global solution to manage worldwide

customs processes, collaboration, and connectivity

CHALLENGE

Authority

Customs

Brokers

Filing

Vendors

Importer / Exporter

with Oracle Global

Trade Management


Customs Management Determine Required Filings

“Rules engine

determines when a

filing is required”

“Rules engine determines

the required document

type for the filing”


Customs Management Prepare the Documents/Filings

“What data need

to be validated?”

“What’s the status

of my filing?”

“Generate the

filing document”


OTM / GTM Rollups


OTM/GTM Lifetime Support Policy

Release End Premier End Extended End Sustaining

5.5 Nov 2010 Nov 2013 Indefinite

6.0 May 2014 Not Available Indefinite

6.1 Dec 2014 Dec 2017 Indefinite




Release 6.2 Rollup Counts

Rollup Date Enhancements Corrections

6.2.1 Mar-2011 16 382

6.2.2 Jun-2011 16 258

6.2.3 Sep-2011 10 223

6.2.4 Dec-2011 5 197

6.2.5 Feb-2012 6 116

6.2.6 Jun-2012 15 175

6.2.7 Aug-2012 6 103

6.2.8 Dec-2012 5 160


6.3 Rollups – improvements over 6.2 Rollups

Released every 4 months

Will be able to patch against specific Rollups

Can include more robust enhancements:

– Incremental DB additions

– Incremental XML additions

– Property / Parameter controlled enhanced functionality

Improved upgrade experience

– Due to more focus on incremental controls – if current

– Working on reducing downtime for Rollups – if current


6.3 Rollups – similarities to 6.2 Rollups

While we will have the ability to patch back:

– Backports of bugs will still be on an exception basis

– No backports of enhancements

Same advice from Development: Stay Current!

– No official line on Rollup age, but similar to current approach we will

not be able to patch back too many Rollups – they age!

– Likely no longer than 1 year (match other Oracle products)

6.3.1 will still be largely a bug fix Rollup for forward porting and

critical bugs.


• OTM 6.3 • Mobile application support

(visibility, BI)

• Planning: multi-tier networks, ship

units

• Fleet management: business

intelligence

• Rail enhancements (demurrage)

• Sourcing enhancements

• GTM 6.3 • Customs Management – new

product

• License Management

• AES filing certification

• Restricted party screening

workbench

• Document management

• OTM 6.3.x • Cloud Services

• Strategic scenario planning

• Equipment & ship unit optimization

• Shipment optimization

• Fleet optimization enhancements

• FTI-OBIA integration

• GTM 6.3.x • Compliance rules content

integration

• Single-Level BOM support

• Global Trade Business Intelligence

– new product

• Customs/Import usability

enhancements

• Customs filing partnerships

• OTM • Rate management & Sourcing

• Mobile apps – extended use cases

• User Experience: Endeca,

WebCenter

• Geospatial enhancements

• Fusion SCM integrations

• GTM • Bonded Warehouse & Processing

Zones

• Free trade programs

• Duty drawback

• Landed cost planning

• Trade Finance - new product

• Fusion SCM integrations

Current Release What’s Next

0-12 month planning cycle

Future Directions

Post 12 month planning cycle

OTM & GTM Road Map


Q&A


Safe Harbor Statement

The preceding is intended to outline our general product direction. It is

intended for information purposes only, and may not be incorporated

into any contract. It is not a commitment to deliver any material, code,

or functionality, and should not be relied upon in making purchasing

decisions. The development, release, and timing of any features or

functionality described for Oracle’s products remains at the sole

discretion of Oracle.

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