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

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

  1. 1. 1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  2. 2. Oracle TransportationManagement: Product UpdateDerek GittoesVice President, Logistics Product StrategyJanuary 2013
  3. 3. Program Agenda  Oracle Transportation Management 6.3 Highlights  Oracle Global Trade Management 6.3 Highlights  OTM & GTM Rollups  Q&A3 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  4. 4. OTM 6.3 Highlights4 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  5. 5. OTM: Transportation Lifecycle Plan Shipments: Order Management: - Route / Itinerary - ERP Integration / EDI - Carrier & Equipment - Rate & Route Options - Service / Schedule - Consolidation Cost / Rev Allocation: - Orders / Order lines Execute Shipments: - Margin Analysis - Communication - Reconcile Plan vs. Actual (route, weights, times, etc) Buy Side Invoices: - 3rd party Carriers - A/P integration Sell Side Billing: Monitor: - Customer Billing - Event / Exception Management - A/R integration - Track & Trace / Visibility5 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  6. 6. OTM 6.3 – released Dec 2012 Over 200 enhancements Innovation Extension User Experience• GTM: Oracle Customs • Optimization: Multi-Tier Network, • GTM: Restricted Party Screening Management (new product) Ship Unit Planning Workbench• GTM: License management • Document Management • FTI: Re-organized catalog• Fleet: Map enhancements, • UI configuration, Advanced Layout • Parcel & Rail (Demurrage) planning, business intelligence changes• Mobile support: carrier • Sourcing – Flexible bid model • FlexFields on all major objects execution, visibility, BI with new rate attributes • Sourcing – Rate loading 6 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  7. 7. Mobile Applications  Access to information and businessMobile OTM User Interface 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 7 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  8. 8. Mobile: Shipment Tendering Map Shipment Locations Use links to Call or Email Carriers can respond to shipment tenders Map Shipment Locations8 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  9. 9. Mobile: Visibility & Event Management Enter & Save Query for Events Shipment Status Track & Trace Shipment Events Auto-Populate Event Location based on GPS9 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  10. 10. Mobile: Business Intelligence Access OTM BI All desktop reports reports on phone / dashboards are or tablet available10 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  11. 11. OTM 6.2: Decision Control Center Multiple panels, multiple Decision Control Center objects/tabs per panel (orders,  Maximize productivity shipments, invoices, etc)  All information in one view  Perform necessary actions  Configurable by role / user Pre-defined queries per window / tab; auto-populate data Decision support actions NOTE: DCC is not restricted to FLEET users11 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  12. 12. 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: Shipment selected in MapUser defined parent-childtables. Examples:1. Shipment  Stops2. Shipment  Orders Interactive Display:3. Shipment  Invoices Orders on Selected Shipment Interactive Display: Selected Shipment 12 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  13. 13. 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 performance13 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  14. 14. Fleet: Business Intelligence New Fleet Dashboard and Related Metrics “What is the utilization of my fleet?” “How is my fleet performing compared to 3rd party carriers?” “What is the on-time service level for my fleet?”14 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  15. 15. New OBIEE 11g Features Maps Scorecards: KPIs & Targets Actions Mobile Apps15 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  16. 16. Fleet Management Resource Assign / Driver Pay / Availability Load Plan Mobile Comm. Dispatch Billing Oracle Fleet Management Plan Execute Monitor Settlement• Orders & Shipments • Configurable Dispatch Board • Activity & status tracking • Driver payroll• Inbound / Outbound • Mobile communications • Regulatory reporting • 3rd party suppliers• Cross-Hub • En-route hot load assignment • Asset inventory (pools) • Customer billing• Load Configuration • Event management • Sensor based data capture • Allocations / Accruals• Dynamic & Static Routing • Brokerage “job” management • GL Coding• Multi-mode 16 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  17. 17. Fleet Management Enhancements  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 & dashboard17 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  18. 18. Shipment Planning Optimized • Route • Consolidation • Equipment Decisions • Mode • Service Provider • Schedule Engines Algorithms & Rules • Multi-Leg, Multi-Mode • Service Time Engine Consolidation • Rating Engine • Multi Stop Consolidation • Load Optimization • Multi-Tier Consolidation • Ship Unit Optimization • Driver & Asset • Itineraries & Profiles Assignment • Carrier Capacity • Continuous Moves • Location Capacity Support a Wide Range of Optimization Needs – Simple Rules Based Planning to Complex Cost & Constraint Based Optimization18 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  19. 19. 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 setup19 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  20. 20. 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 options20 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  21. 21. 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 Units21 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  22. 22. Ship Unit Optimization Mode Selection Example Scenario Option 1 Option 2• Order Release sent to OTM • Create one pallet (one ship • Create multiple ship units for with four packaged items unit) representing the entire the order release• Each packaged item weighs order release • Ship each ship unit individually via small parcel at a cost of 40lbs. • Ship via LTL at a cost of $95 $22/carton• Mode is unknown when Order Release is created • Total small parcel cost = $88 22 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  23. 23. Ship Unit Optimization Consolidation Example • 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 DC 1 Consolidated Ocean LegSupplier A Port Port DC 2Supplier B Consolidated Pallets Supplier C DC 3 23 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  24. 24. 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 costs24 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  25. 25. Document Management • Shipment Document Determination – Auto Assign Rules • Document Statuses • Define Reviewers, Subscribers, etc • Manage Revisions • Include Text Templates based on Transaction • Barcode support25 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  26. 26. GTM 6.3 Highlights26 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  27. 27. Typical Global Trade Transactions 3) Export from US to EU 1) Import to US from China • Product Classification • Product Classification • Embargo Check/ DRPL Screening • Embargo Check • Export License Management • DRPL Screening • Printing of Export Documents • Import License Management • Electronic Communication (AES) • Printing of Import Documents 4 5) Export from EU to Other Countries 5 • Product Classification 1 3 • Embargo Check • DRPL Screening • Export License Mgmt 2 4) Import to EU from US • Printing of Export Docs • Product Classification • Electronic Communication • Embargo Check (NCTS, ATLAS, etc.) 2) Import to US from Mexico • DRPL Screening • Trade Preference Processing • Product Classification • Import License Management • Restitution Handling • Embargo Check • Free Circulation • DRPL Screening • Transit Procedures • Import License Management • Duty & VAT Calculations • NAFTA • Printing of Import Documents • Electronic Communication (NCTS, ATLAS, etc.)27 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  28. 28. Transportation & Global Trade Management Single platform for global trade & transportation Transportation Management Transportation Cooperative Routing Transportation Operational Transportation Sourcing Planning Freight Payment, Fusion Transportation Billing & Claims Intelligence Fleet Management Logistics Inventory Visibility Forwarding & Global Trade Management Brokerage Operations28 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  29. 29. Transportation & Global Trade Management Minimize Total Cost of Ownership All in a SingleTransportation Cooperative Transportation Management Product Routing •1 user interface Transportation Operational Transportation Sourcing Planning •Global access •1 data model Freight Payment, Fusion Transportation Billing & Claims •Single source of truth Intelligence •1 integration point Fleet Management Logistics Inventory Visibility •ERP agnostic Forwarding & •1 system to administerManagement Brokerage Operations Global Trade29 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  30. 30. OTM+GTM – Single Platform GTM and OTM functions are GTM trade transactions are linked part of one application – only to OTM orders or shipments (or separation is license packaging they can be standalone)30 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  31. 31. Oracle Global Trade Management 6.3 Product Features by Module Oracle Global Trade Oracle Customs Oracle Trade Compliance Management Management• Global Trade Content • Trade Control Management • Customs Determination • Upload & Maintenance • License Determination • Electronic Filings & Documents • License Exceptions • Configurable Global Solution• Master Trade Data • OGA, ADD, CVD Screening • Items, Parties, & Registrations • Document/Template Determination • Customs Preparation • Item Templates • Corporate Policy Enforcement • Virtual Shipment Consolidation • Other Trade Controls • Unit of Measure Conversion• Product Classification • Currency Conversion • Duty & Tax Visibility • License Management • Basic Valuation Calculations • OGA, ADD, CVD Visibility • License Repository• Restricted Party Screening • License Assignment • Customs Connectivity • License Lifecycle • Electronic Filings and Documents• Sanction Screening • Freight Forwarder & Broker Collaboration Platform• Document Management • AES Certification• System Infrastructure • Direct Connection to AES • Transaction Processing, Workflow, Messaging, Business Monitor, Security, User Management, Advanced Layout, Work Queues… 31 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Red = New in GTM 6.3
  32. 32. Restricted Party Screening Screen any type of party “How conservative do I want my – Customers, suppliers, banks, screening to be?” employees, etc. Screen any type of transaction – Purchase order, sales order, “Which parties service parts need to be reviewed?” Screen against multiple lists – Government agencies, internal lists “What are my Support multiple processes potential matches? Which list” – Quoting, booking, shipping, service, hiring, front desk32 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  33. 33. GTM 6.3: Restricted Party Screening Workbench “Escalate to Manager”“Work Queue of PotentialRestricted Parties “Potential Matches for Restricted Party” “Clear All or One at a Time” 33 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  34. 34. GTM 6.3: License Management Create License Determine Trade Determine Eligible Monitor Dates Define Report Query Historical Usage Controls Licenses Edit/Update License Place Transaction Assign License Monitor Usage Run Report on Hold Renew License Update License Monitor Status Archive Report Close License Release Hold34 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  35. 35. GTM 6.3: License Management “Which licenses do I have available?” “Which licenses can I use for this transaction?” “When does this license expire? What is the remaining balance”35 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  36. 36. Oracle Customs Management Product Overview Authority CHALLENGE Importer / Exporter Customs Provide a centralized, global solution to manage worldwide with Oracle Global Brokers customs processes, collaboration, and connectivity Trade Management  Delivered as a new module of Oracle Global Trade Management Filing Vendors  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 agencies36 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  37. 37. Customs Management Determine Required Filings “Rules engine determines when a filing is required” “Rules engine determines the required document type for the filing”37 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  38. 38. Customs Management Prepare the Documents/Filings “What data need to be validated?” “Generate the filing document” “What’s the status of my filing?”38 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  39. 39. OTM / GTM Rollups39 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  40. 40. 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 6.2 Dec 2015 Dec 2018 Indefinite 6.3 Dec 2017 Dec 2020 Indefinite40 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  41. 41. Release 6.2 Rollup CountsRollup Date Enhancements Corrections6.2.1 Mar-2011 16 3826.2.2 Jun-2011 16 2586.2.3 Sep-2011 10 2236.2.4 Dec-2011 5 1976.2.5 Feb-2012 6 1166.2.6 Jun-2012 15 1756.2.7 Aug-2012 6 1036.2.8 Dec-2012 5 160 41 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  42. 42. 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 current42 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  43. 43. 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.43 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  44. 44. OTM & GTM Road Map What’s Next Future Directions Current Release 0-12 month planning cycle Post 12 month planning cycle• OTM 6.3 • OTM 6.3.x • OTM • Mobile application support • Cloud Services • Rate management & Sourcing (visibility, BI) • Strategic scenario planning • Mobile apps – extended use cases • Planning: multi-tier networks, ship • Equipment & ship unit optimization • User Experience: Endeca, units • Shipment optimization WebCenter • Fleet management: business • Fleet optimization enhancements • Geospatial enhancements intelligence • FTI-OBIA integration • Fusion SCM integrations • Rail enhancements (demurrage) • Sourcing enhancements • GTM 6.3.x • GTM • Compliance rules content • Bonded Warehouse & Processing• GTM 6.3 integration Zones • Customs Management – new • Single-Level BOM support • Free trade programs product • Global Trade Business Intelligence • Duty drawback • License Management – new product • Landed cost planning • AES filing certification • Customs/Import usability • Trade Finance - new product • Restricted party screening enhancements • Fusion SCM integrations workbench • Customs filing partnerships • Document management 44 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  45. 45. Q&A45 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  46. 46. 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.46 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  47. 47. 47 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
  48. 48. 48 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.

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