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Extending UPS WorldShip
Agenda


     • Welcome
     • Oz Development Introduction
     • Where are the Opportunities?
            •   Real customer ROI
            •   Streamline pick/pack/ship
            •   Service customer channels
            •   Integrate & automate fulfillment

     • OzLINK Solution Overview
     • Q&A


           2
  U.S. Marketing / Business Planning   |   Confidential – For internal use only   2
Oz and UPS

 Oz Overview                                                   A Solution for Every UPS Customer
 • Over 10,000 joint customers                                 • Scales down and up with size of business
 • 20 years experience in shipping                             • Integration from Excel to Enterprise ERP
 • Part of UPS Ready for 10+ years                             • Handle complex business rules
 • Rapid company growth                                        • Premiere customer service




                      3
    U.S. Marketing / Business Planning   |   Confidential – For internal use only                           3
Where Are the Opportunities?


        Expanding                                                        • Channels could determine UPS Service
          Sales                                                          • Growth of eCommerce (eBay, Amazon)
        Channels                                                         • Balancing P&L of shipping



                                                                         • Mix of B2B, B2C processes
       Increased
     Complexity in                                                       • Complex shipping rules
      Warehouse                                                          • Too much clerical/paperwork



                                                                         • Low-cost, on-time shipping
       Heightened
        Customer                                                         • Mandates such as labels, doc, ASN
                                                      Pick/Pack
      Expectations                                       Ship • Real time status



   U.S. Marketing / Business Planning   |   Confidential – For internal use only                                  4
Real Customers With Real ROI

                                                                        Fulfillment
 Shipping
                 Products: Snack Foods                                                   Products: Machinery & tools
                 Segment: Food processing                                                Segment: Wholesale distribution
                 Functional Area: Logistics                                              Functional Area: Fulfillment



Challenge:                                                                 Challenge:
• Up to 250 shipments per day                                              • 200-300 shipments per month
• Front office produced shipping documents                                 • Domestic and international
• No MAS 200 & WorldShip integration                                       • Serialized equipment
• Extra data entry, duplicate address books                                • 2-3 errors per month
                                                                           • $600-$1000 cost per error


Solution:                                                                  Solution:
• Bidirectional integration                                                • Pack validation, with serial number
• Eliminated 100% shipping data entry                                      • Savings $24K per year
• Improve customer service                                                 • Improved customer service




    U.S. Marketing / Business Planning   |   Confidential – For internal use only                                          5
Real Customers With Real ROI


Fulfillment                                                               Shipping
                 Products: Gourmet Food                                               Products: Home lighting
                 Segment: eCommerce                                                   Segment: eCommerce
                 Functional Area: Fulfillment                                         Functional Area: Shipping/returns



Challenge:                                                              Challenge:
• 200-300 shipments per day                                                  • 10-15 returns per day
• Multiple documents for pick/pack/ship                                      • 2 hours processing per day
• Legacy system performance was slow                                         • Complex charge-back rules
• Costly pick/ship errors ($36 per error)                                    • Too much clerical paperwork
                                                                             • Minimal time for customers


Solution:                                                               Solution:
• Integrated pack slip/UPS label                                        • Integrate RMA & UPS
• Increased fulfillment productivity by 50%                             • Savings $17.5K per year
• Reduced shipping errors                                               • Reduced clerical tasks 96%




    U.S. Marketing / Business Planning   |   Confidential – For internal use only                                         6
Extending WorldShip to Capture Opportunities




          Streamline                       Service                         Automate
          Pick/Pack                       Customer                         Shipping
             Ship                         Channels                        Documents


• Combine pack-list & label      • Branded pack slips             • Retail compliant labels
• Scan based pack verification   • Label customizations           • Paperless commercial invoice
• Batch shipping                 • Branded E-mail notifications   • ASN
• Bar code scanning              • Auto-create return labels      • UPS Freight/BOL
• Automate business rules        • Drop ship capabilities         • UPS SurePost
                                                                  • UPS Mail Innovations
Automate Advanced Business Rules
             Shipment                                          Origin/Dest
                                       Consignee
              Details                                           Address

          • Weight, dims            • Loyalty programs       • Residential
          • Value                   • Drop ship              • Urban area
          • Commodity               • Preferred service      • PO Box
          • Delivery date                                    • International




                                        OzLINK
                                Automate Business Rules




           Service                Shipping Options        Package Options
           • Ground               • Return Service        • Delivery confirmation
           • Next Day Air         • Saturday Delivery     • Flexible parcel ins.
           • Mail Innovations     • Int’l Commodity       • Declared value
           • Freight              • etc                   • etc.
           • etc
Streamline Pick/Pack/Ship with
Combo Packing Slip and UPS Label

    Orders




   Pick/Pack
    & Label




     Ship
    Confirm
Create Branded Pack Slips and
Real-time e-mails




        Branded e-mails          Branded packing slips
 to improve customer service    For drop ship customers
      and repeat business          or different brands
Automate Shipping Documents

     Retail                       International
                 Bill of Lading
   Compliance                      shipments

                                    Paperless
                                    Invoice
OzLINK Solutions Overview
OzLINK for UPS: A Solution for Every Customer
Value
                                                                             OzLINK
                                                                             for UPS
                                                                             Custom


                                                                                       • Integration to any accounting/ERP
                                                    OzLINK                             • Customer business rules
                                                    for UPS
                                                      Pro                              • $99.95 per month


                                                                 • Pre-built integration QuickBooks, NetSuite
                                                                 • 5 minutes to integrated WorldShip shipping
                           OzLINK
                           for UPS                               • $29.95 per month
                             Plus
                                         • Excel batch processing
                                         • Negotiated and list rates
                                         • Batch shipping with WorldShip
        OzLINK                           • $15.95 per month
        for UPS
                  •Rating (small package and freight)
                  •Address Validation
                  •Tracking
                  • Free                                                 Degree of Integration




                                                                                                                             13
OzLINK Pro: Out of the Box
Integration with UPS WorldShip

           Host System:
                                      Orders
          ERP/accounting



              OR
                                                           WorldShip
                                     Costs &
                                    Tracking



                   •   Bi-directional integration
                   •   Go live in minutes
                   •   All QuickBooks editions including online
                   •   Supports all UPS services: International paperless
                       invoice, freight, mail innovations, SurePost, etc.
OzLINK Custom Integrates End-to-End Fulfillment

                        Host System:
                        ERP/accounting




                 • Integrate to any host
                 • Streamline fulfillment/operations
                 • Handle advanced business rules
                 • Rapid time to implement
OzLINK Custom Integrated with Virtually Any Host
      CRM/              ERP/
                     Accounting          Homegrown
   eCommerce




                                                     Web
                                     ODBC          Services




                                     Batch Files     XML




                                     Terminal        Legacy
                                    Emulators Applications
OzLINK Demo




              Solution
               Demo




                         17
Options and Next Steps
Summary of Needs


     • Is WorldShip integrated to your ERP/host?
     • Do you need to automate shipping rules?
     • Do you want to send a branded email notification to
       your customers?
     • Do you drop ship on behalf of your customers?
     • Do you sell through Amazon, eBay, etc?
     • Do you sell to large retailers?
     • Do you want to use TNT to select a shipping service?
     • Do you ship UPS freight?



          19
  U.S. Marketing / Business Planning   |   Confidential – For internal use only   19
Capture The Opportunity: Agile Approach


      1. Review end-to-end fulfillment process for issues
      2. Stack rank the issues based on ROI
      3. Pick one or two top priorities, start small
      4. Leverage external domain experts: UPS, OzLINK
      5. Define goals & expectations
      6. Align team to deliver solution
      7. Use success to tackle next priority
                                        Continuous improvement




           20
   U.S. Marketing / Business Planning   |   Confidential – For internal use only   20
OzLINK Demo




              Q &A




                     21
OzLINK for UPS: Additional Information




                     508-366-1969
               sales@ozdevelopment.com
              upsready.ozdevelopment.com

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Extending UPS WorldShip with OzLINK

  • 2. Agenda • Welcome • Oz Development Introduction • Where are the Opportunities? • Real customer ROI • Streamline pick/pack/ship • Service customer channels • Integrate & automate fulfillment • OzLINK Solution Overview • Q&A 2 U.S. Marketing / Business Planning | Confidential – For internal use only 2
  • 3. Oz and UPS Oz Overview A Solution for Every UPS Customer • Over 10,000 joint customers • Scales down and up with size of business • 20 years experience in shipping • Integration from Excel to Enterprise ERP • Part of UPS Ready for 10+ years • Handle complex business rules • Rapid company growth • Premiere customer service 3 U.S. Marketing / Business Planning | Confidential – For internal use only 3
  • 4. Where Are the Opportunities? Expanding • Channels could determine UPS Service Sales • Growth of eCommerce (eBay, Amazon) Channels • Balancing P&L of shipping • Mix of B2B, B2C processes Increased Complexity in • Complex shipping rules Warehouse • Too much clerical/paperwork • Low-cost, on-time shipping Heightened Customer • Mandates such as labels, doc, ASN Pick/Pack Expectations Ship • Real time status U.S. Marketing / Business Planning | Confidential – For internal use only 4
  • 5. Real Customers With Real ROI Fulfillment Shipping Products: Snack Foods Products: Machinery & tools Segment: Food processing Segment: Wholesale distribution Functional Area: Logistics Functional Area: Fulfillment Challenge: Challenge: • Up to 250 shipments per day • 200-300 shipments per month • Front office produced shipping documents • Domestic and international • No MAS 200 & WorldShip integration • Serialized equipment • Extra data entry, duplicate address books • 2-3 errors per month • $600-$1000 cost per error Solution: Solution: • Bidirectional integration • Pack validation, with serial number • Eliminated 100% shipping data entry • Savings $24K per year • Improve customer service • Improved customer service U.S. Marketing / Business Planning | Confidential – For internal use only 5
  • 6. Real Customers With Real ROI Fulfillment Shipping Products: Gourmet Food Products: Home lighting Segment: eCommerce Segment: eCommerce Functional Area: Fulfillment Functional Area: Shipping/returns Challenge: Challenge: • 200-300 shipments per day • 10-15 returns per day • Multiple documents for pick/pack/ship • 2 hours processing per day • Legacy system performance was slow • Complex charge-back rules • Costly pick/ship errors ($36 per error) • Too much clerical paperwork • Minimal time for customers Solution: Solution: • Integrated pack slip/UPS label • Integrate RMA & UPS • Increased fulfillment productivity by 50% • Savings $17.5K per year • Reduced shipping errors • Reduced clerical tasks 96% U.S. Marketing / Business Planning | Confidential – For internal use only 6
  • 7. Extending WorldShip to Capture Opportunities Streamline Service Automate Pick/Pack Customer Shipping Ship Channels Documents • Combine pack-list & label • Branded pack slips • Retail compliant labels • Scan based pack verification • Label customizations • Paperless commercial invoice • Batch shipping • Branded E-mail notifications • ASN • Bar code scanning • Auto-create return labels • UPS Freight/BOL • Automate business rules • Drop ship capabilities • UPS SurePost • UPS Mail Innovations
  • 8. Automate Advanced Business Rules Shipment Origin/Dest Consignee Details Address • Weight, dims • Loyalty programs • Residential • Value • Drop ship • Urban area • Commodity • Preferred service • PO Box • Delivery date • International OzLINK Automate Business Rules Service Shipping Options Package Options • Ground • Return Service • Delivery confirmation • Next Day Air • Saturday Delivery • Flexible parcel ins. • Mail Innovations • Int’l Commodity • Declared value • Freight • etc • etc. • etc
  • 9. Streamline Pick/Pack/Ship with Combo Packing Slip and UPS Label Orders Pick/Pack & Label Ship Confirm
  • 10. Create Branded Pack Slips and Real-time e-mails Branded e-mails Branded packing slips to improve customer service For drop ship customers and repeat business or different brands
  • 11. Automate Shipping Documents Retail International Bill of Lading Compliance shipments Paperless Invoice
  • 13. OzLINK for UPS: A Solution for Every Customer Value OzLINK for UPS Custom • Integration to any accounting/ERP OzLINK • Customer business rules for UPS Pro • $99.95 per month • Pre-built integration QuickBooks, NetSuite • 5 minutes to integrated WorldShip shipping OzLINK for UPS • $29.95 per month Plus • Excel batch processing • Negotiated and list rates • Batch shipping with WorldShip OzLINK • $15.95 per month for UPS •Rating (small package and freight) •Address Validation •Tracking • Free Degree of Integration 13
  • 14. OzLINK Pro: Out of the Box Integration with UPS WorldShip Host System: Orders ERP/accounting OR WorldShip Costs & Tracking • Bi-directional integration • Go live in minutes • All QuickBooks editions including online • Supports all UPS services: International paperless invoice, freight, mail innovations, SurePost, etc.
  • 15. OzLINK Custom Integrates End-to-End Fulfillment Host System: ERP/accounting • Integrate to any host • Streamline fulfillment/operations • Handle advanced business rules • Rapid time to implement
  • 16. OzLINK Custom Integrated with Virtually Any Host CRM/ ERP/ Accounting Homegrown eCommerce Web ODBC Services Batch Files XML Terminal Legacy Emulators Applications
  • 17. OzLINK Demo Solution Demo 17
  • 19. Summary of Needs • Is WorldShip integrated to your ERP/host? • Do you need to automate shipping rules? • Do you want to send a branded email notification to your customers? • Do you drop ship on behalf of your customers? • Do you sell through Amazon, eBay, etc? • Do you sell to large retailers? • Do you want to use TNT to select a shipping service? • Do you ship UPS freight? 19 U.S. Marketing / Business Planning | Confidential – For internal use only 19
  • 20. Capture The Opportunity: Agile Approach 1. Review end-to-end fulfillment process for issues 2. Stack rank the issues based on ROI 3. Pick one or two top priorities, start small 4. Leverage external domain experts: UPS, OzLINK 5. Define goals & expectations 6. Align team to deliver solution 7. Use success to tackle next priority Continuous improvement 20 U.S. Marketing / Business Planning | Confidential – For internal use only 20
  • 21. OzLINK Demo Q &A 21
  • 22. OzLINK for UPS: Additional Information 508-366-1969 sales@ozdevelopment.com upsready.ozdevelopment.com