OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management...

26
Tuesday, August 14, 2012 8:00 – 8:50 AM OTM SIG: Practical Case Studies and New Uses for Parcel Compliance with Oracle

Transcript of OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management...

Page 1: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

Tuesday, August 14, 2012 8:00 – 8:50 AM

OTM SIG: Practical Case Studies and New Uses for Parcel Compliance with Oracle

Page 2: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc 2

Kewill and Oracle: What you’ll be hearing today

Kewill and Oracle Solutions go beyond planning

Case Studies: • Reducing barriers to market expansion and reducing operating cost

by supporting international carrier mix • Gaining visibility and control of in-bound parcel shipments

Current trends in parcel management • Gaining control of non-order based shipping • Using historical shipping data to improve your transportation spend

management

Presenter
Presentation Notes
3 case studies Mention FS function, thru new utility…UCM Thru creative use of shipping methods
Page 3: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Kewill Flagship™: OTM parcel partner of choice

Oracle developed native OTM integration to Kewill Flagship for extending small parcel capabilities • Oracle maintains a Kewill Flagship instance in Oracle DEV

Center • Each OTM release is tested with Kewill Flagship

Kewill developed standard integration to Oracle EBS, WMS and JD Edwards • OVI Certification

Joint product roadmap planning Our mutual partnership dedication ….. • Enables Oracle to better manage the end-to-end business

process for parcel shipments • Oracle remains the central solution for handling all transportation

processes

Presenter
Presentation Notes
Oracle did RFP to select partner
Page 4: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Oracle & Kewill Snapshot

Transport Order Management

• Order Rate Quote Facilitation • Receive Orders for Planning from

Upstream System

• Label Generation • Manifesting • Parcel Carrier Tracking • POD

Parcel Execution & Carrier Communications

• Optimization • Mode Determination • Pick Release • Track & Trace

Multi-Modal Planning & Warehouse

Management

• Carrier & Service Level Selection • Actuals Receipt and Re-rating • Tracking Number Generation

Parcel Shipment Planning

Internal Users

External Users

Transportation Management

Flagship

• Rate Quoting • Rate Comparison • Rate Maintenance & Management

Quoting

Presenter
Presentation Notes
Messaging on this slide….was built by Oracle and used in their presentations. Order entry to shipping, pictorial
Page 5: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Oracle OTM Rating Engine Setup Screen

Presenter
Presentation Notes
Drive home the partnership of TMS
Page 6: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Oracle OTM-Kewill Flagship Joint Customers

Page 7: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Your Requirements Can and Do Vary

Large Package Volumes Manage Complex Shipping Operations High Availability Flexible Integrations Multiple work-flows Global Carriers Automation Provides Consolidation of Shipping Systems Cross Border Planning Control Broad Peripheral Support (scales, label printers, dimensioning equipment, in-line scanners) Analysis of historical data

Presenter
Presentation Notes
That’s an impressive customer list, and they are all doing more than just planning… the value is realized when they execute those plans. A state of the art parcel shipping solution should be adaptable; The requirements for execution at a 3PL, or a manufacturer or a Retailer can vary considerably, - and even amongst those groups, the layout of your distribution centers, the products you sell, and the customers and geographies you service can effect exactly how you implement the functionality in your business process. You shouldn’t have to re-tool your operation to fit the limited capabilities of most carrier interfaces or a dated, home-grown solution (next slide)
Page 8: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Your work flow is unique

Rate >Single or Multiple Carrier/Services >Time-In-Transit Validate >Address and Screening Pack Ship >4 types, including Pre-Ship, Modify and Confirm >Multi-threaded Batch Processing To Hold >Variety of uses including exception processing Track >Singular and Batch Print >Documents >Labels Void >Close/Manifest

Presenter
Presentation Notes
Do you need to rate upstream at order entry? Can you validate addresses and check denied party lists? Are you manually entering in item details to fill our regulatory compliance or Serial Numbers or Lot Numbers or any other information during shipment execution? Most carrier interfaces can only rate, ship or track. Voids are done by tearing up the label. A packing interface that pulls in each order as it’s pick-released? forget it. I’m about to discuss 3 case studies where OTM customers are executing their parcel shipping in unique ways to improve their businesses. One of the ways they do that is by utilizing the flexibility of the solution. Look at the list of methods I’ve got displayed on the screen; Note that the 4 flavor’s of the ship command – that’s flexibility. Do you need labels when you release a wave to the warehouse floor? Do you need to modify shipment attributes after you generate a shipment label? Do you only want to confirm the shipment when the order actually leaves on the truck? A robust interface allows you to implement the compliance into your work flow. Let’s look at some concrete examples.
Page 9: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Case Study

Entering new markets quickly New markets can often mean new carriers or services to meet a geographic, a regulatory, or customer requirement. Challenges:

The rate at which carrier services are introduced The rate at which commercial compliance changes Non-US markets extremely fragmented, lots of carriers

Presenter
Presentation Notes
Going to discuss solutions to entering new markets quickly We product, new customers, new geographies, As they relate to new shipping, may be new shipping services. New geographies Should not be gate to enter into thee new markets If your shipping parcels you know how often things can change, Just here in the US carriers are always introducing new services, or value added services like “Carbon Neutral” or a 2 day early am, not to mention commercial compliance, like the new intelligent mail bar code going into effect next January for USPS. There are hundreds of local couriers in the US, and outside of the US, local couriers are your ONLY delivery option – How do you stay on top of all of this and not let it encumber you from being able to take on a customer that demands ‘carbon neutral’ or enter emerging markets in new geographys? (Next Slide)
Page 10: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Universal Carrier Module (UCM)

Designed for use by Business Analysts: User control • No compiler required

Graphic user interface: • Predefined rating structures by weight, mileage, volume, zones • Configurable accessorial and value added services • Predefined labels with selectable fields/bar code(s) • Predefined manifests, paper and electronic • Event driven hooks to interact with other software

Designed from the start to be global • Labels and documents in any language

Leverages decades of building carrier compliance

Presenter
Presentation Notes
2 customers implementing; both most likely in the room. Important Concept is BA. Don’t need development We’ve developed a tool, that we refer to as “Universal Carrier Module” that enables rapid deployment of new carriers, new services, and new value added services so that you can bring on new customers, and new markets. We enabled this by building it from the bottom up for business analysts. You don’t have to be a developer, coding in a language like C++ with a compiler. The success of this tool was measured by being able to free users from the dependency of their system integrators, and empowering them to gain control (next slide). Rather than read these attributes to you – let’s take a look at the user interface:
Page 11: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

UCM: Menu for creating a carrier

Presenter
Presentation Notes
This is a screen shot of the first step of creating a carrier, not the first button in the top right: “Create a Carrier” - the system prompts you for a code (you can put in the actual SCAC code or whatever you want to use to invoke this carrier). From here you pick rating methods, routing guides, special services, it even comes with built in labels and you can modify the bar code types and the data they contain. Each carrier has ‘events’ such as ‘on rate’, ‘on track’ , or “on manifest’ as just three examples. On those event you can select one of the built in methods, or you can always pick ‘custom’ and, through a scripting language either call out to another application or web service, or write your own rule. Let’s look at a case study that leverages this tool <next slide>
Page 12: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Garmin

PROJECT HIGHLIGHTS Background Garmin’s products serve automotive, mobile, wireless, outdoor

recreation, marine, aviation, and OEM applications. Garmin Ltd. is incorporated in Switzerland, and its principal subsidiaries are located in the United States, Taiwan and the United Kingdom. Garmin has been a long time Kewill customer for their US and UK distribution facilities.

Challenge Garmin's Australasia Distribution Center Manually processed parcels Redundant Data Entry Increased volumes put a significant draw on labor “Home Grown” projects had failed in the past:

Not robust or even reliable Not scalable across multiple carriers Not sustainable

Full extent of Australian carrier mix not supported in Flagship

Garmin Australasia 20% Growth in last

year

No Rate Shopping

Manual Data Entry

One Carrier Supplied System: Toll IPEC

Kewill Flagship

Page 13: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Garmin

PROJECT HIGHLIGHTS Requirements: Remove reliance on stand-alone carrier system (Toll IPEC). Eliminate redundant manual processing of shipments in both internal

and carrier systems Integrate Oracle eBS with Kewill Flagship to automate shipping Provide multiple carrier choices to allow selection based on rates and

other business requirements

Solution: Kewill Flagship with the Universal Carrier Module (UCM) will allow

Garmin to implement Toll IPEC. Kewill Flagship’s integration to OTM and EBS provides automated transaction process, both to the Kewill Flagship, and back to Oracle systems with tracking ID and freight costs. The solutions will provide flexibility for selection of Kewill Flagship supported carriers in Australia, as well as adding additional carriers through UCM.

Benefits: Improved Business

Processes

Lower Cost

Improved Efficiency

Eliminate Constraints to carrier selection

Kewill Flagship

Page 14: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Case Study

Ensuring uninterrupted, efficient manufacturing through the control of inbound components Goods arrive when they need to, and not before! Challenges:

Needed visibility to arrival of goods to a facility and ability to mitigate operational delays Ability to control selection of Carrier/Services based on time in transit Goods should not arrive before they need to at an unnecessary cost

Page 15: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Gaining Control of Inbound Shipments

•One system to process shipments •Ability to control carrier/service •Total visibility (financial as well as goods in transit)

Shipments

Cost Control

Visibility

Manufacturer

Supplier A

Supplier Management

Supplier B

Supplier C

Page 16: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Return Services 101

Manage In-bound shipments using the carrier’s Return Services All suppliers use same, single platform Recognized by FedEx as Best-in-Class Suppliers access single portal and request “pickup” to the carrier All service levels supported: Next Day Early Am Next Day Air 2nd Day Air AM 2nd Day Air 3 Day Ground

All special services supported: (Insurance, Saturday Delivery, etc.) “Blended” Return Services: UPS Flexible Access Returns, FedEx Smartpost Returns, Newgistics

Page 17: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Lockheed

PROJECT HIGHLIGHTS Background:

Lockheed Martin is one of the worlds largest defense contractors. Products such as the F35 , have approximately 75% of their parts and materials delivered from trusted suppliers. Many of these suppliers ship their materials using Lockheed Martin account numbers.

Challenge: The delivery tempo or the synchronous flow of parts and materials is

critical to the efficient and timely production of Lockheed equipment. A lack of visibility into the goods in transit from the manufacturers

encumbers the ability to ensure an uninterrupted delivery tempo. A lack of visibility and control of the carrier and services utilized

encumbers the ability to keep shipping costs on target.

F35 Production: 1,300 Suppliers

47 US States

9 Countries

20,000 Components

Kewill Flagship

Page 18: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Lockheed

PROJECT HIGHLIGHTS Requirements:

Provide the transportation planning tool, integrated with their enterprise resource planning software, with the ability to have full visibility of their suppliers goods in transit, including the carrier, service, and cost of freight; Ideally give Lockheed control of the shipping process.

Solution: Working with Oracle OTM and Kewill Flagship, Lockheed has

implemented a supplier’s portal which is used for shipping. Creatively using carrier’s return services, Lockheed is in complete

control of the shipping process, including carrier selection. Supplier’s ship from a custom interface and don’t know they are

actually processing a ‘return’ - standard shipping labels are used. Carriers agreed this was a best practice; it reduces the amount of

invoices and manifests they work with. The carriers waived ‘return fee’ Kewill Flagship Tracking API is used for pro-active tracking

Benefits: Single Platform for

all suppliers

Control of Delivery Date

Control of Cost

Uninterrupted Production

Kewill Flagship

Page 19: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Multiple Carriers

Innovation: Kewill Netship™

Multiple Users & Locations

Multiple Cost Centers Multiple Packages

COMPLEX CORPORATE SHIPPING ENVIRONMENT:

The Challenge

Presenter
Presentation Notes
Desk Top Shipping Gain control of Rogue Shipments/Spend Increase ability to identify fraud Increase volume numbers in negotiations Utilize discounted rates across the enterprise Improve efficiencies
Page 20: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Innovation - Kewill Shipping Intelligence™ (KSI)

KSI is an analytics tool for you to manage your shipping spend

KSI is a business Intelligence tool that is paired with Kewill Flagship™ to provide insight along with alerts

KSI is SaaS based reporting so the cost to implement and the cost to maintain is extremely low making it an affordable and economical solution for most business

Presenter
Presentation Notes
Analytics Spend Analysis By Carrier By Zone By Service By DC Freight and Parcel Trend Analysis Load Historical Data Daily updates Set Alerts
Page 21: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

KSI - Daily Shipment Dashboard Overview

Week over Week Trending

Budget Overruns with Visual Alerts

Toggle MTD / YTD

Tabs for Topical Analyses

Page 22: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

KSI - Custom Analytics

User Defined Roll Ups and Metrics

Compare Custom Date Ranges

Page 23: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

KSI - State Volume By Origin Analysis

Volume Heat Map By Origin

Analyze By Volume / Weight

Drill Down To City Level

Page 24: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

KSI - Export Formats

-Excel -PowerPoint

-Flat File -MHTML

Page 25: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

Concluding Thoughts

OTM and Kewill: More than just Rating Parcel compliance: More than just printing a label Follow best practices in managing your small package in-bound and out-bound deliveries Best-in-class solutions work in true partnership with your Oracle environments

Page 26: OTM SIG: Practical Case Studies and New Uses for Parcel ... · Current trends in parcel management ... Parcel Carrier Tracking ... through the control of inbound components . Goods

© 2011 Kewill plc

For more information

Contact: [email protected] 585-943-2030

Contact: [email protected] 978-482-2677

Visit: www.kewill.com