Global supply chains are highly complex and information rich. Managing suppliers, carriers, 3PLs, customs brokers, government agencies, and internal stakeholders require solutions that capture information and create visibility across the global supply chain. Global trade management (GTM) solutions are an increasingly strategic tool to enable companies to automate, manage, and understand their global supply chains and more importantly where a product/SKU is within the supply chain. Who should attend: CSOs, Corporate Counsel, VPs and Directors of Global Sourcing and Procurement, Logistics and Trade Compliance. What you will learn: Determining if you need GTM automation Gaining buy-in and executive support for GTM automation Clearly defining your business requirements from a system, process and data perspective Identifying “must have” business requirements before signing the contract Developing test scripts that represent the real world operation Avoiding common pitfalls

1. How to Build A Business Case For Automation
Presented, July 13th, 2017
Edward (Ned) Blinick
Chief Product Officer
eblinick@3rdwave.co
416.510.8800 ext. 234

2. info@3rdwave.co3rdwave.co+1 (416) 510-8800 2
Edward (Ned) Blinick
Chief Product Officer
Safe Harbor Statement
This presentation includes publically available data, opinions, estimates or
other information that might be considered forward-looking. While the
statements enclosed represent current judgment you are encouraged to
independently review all material provided herein. The content is subject
to change and modification and you are encouraged to seek legal advice as
required.

3. info@3rdwave.co3rdwave.co+1 (416) 510-8800 3
Edward (Ned) Blinick
Chief Product Officer
3rdwave is a global trade management solution that provides a
fully integrated solution for managing and controlling global supply
chains.
It provides organizations with comprehensive trade compliance
capability synchronized with global operations to insure total
control and compliance of the supply chain.

4. Introductions: Panelists
Beth Pride
President
BPE Global
P: 415.845.8967
E: Beth@bpeglobal.com
Renee Roe
Director
BPE Global
P: 408.340.0995
E: Renee@bpeglobal.com

5. Agenda
• Determining if you need GTM automation
• Gaining buy-in and executive support for GTM
• Clearly defining your business requirements
• Identifying “must have” functionality
• Developing test scripts
• Avoiding common pitfalls

6. Definition
• What is “GTM”?
– Go to Market
– Google Tag Manager
– Global Trade Management

7. Do You Need GTM
Automation?

8. These Times Are Changing
• New level of uncertainty
• Rising protectionist attitudes
in developed economies
• Government policies might
change Source: American Shipper,
GTM Landscape Report 2017

9. Common Drivers for GTM
Automation
• Risk mitigation
• Brand protection
• Cost savings
• Scalability
• Financing
• Pending sale/IPO
• Settlement agreement

10. Gaining Buy-in

11. Know Your Business - Metrics
• Your metrics will:
– Show your department’s value
– Communicate on your behalf
– Provide you with a fact-based compass
– Connect you to your stakeholders
11

12. Metrics - What To Measure

13. Executive Communications

14. Common Ways to Gain Buy-In
• Return on Investment
• Global application
• Operational efficiencies
• Cross-functional value

15. Defining Your Business
Requirements

16. Developing Business Requirements
• Take your time
• Be thorough
• Be visionary
• Drive value

17. GTM Business Requirements
Business
Requirements
•People
•Processes
•Systems
System Attribute
Requirements
•Agility
•Configurability
•User control

18. Identifying “Must Have”
Functionality

19. “Must Have” Functionality
• Never let “Show Stoppers” happen
• Consider “must haves” at each stage:
– Vendor Selection
– Implementation
– Go Live

20. Developing Test Scripts

21. How to Develop Test Scripts
• Test business processes
• Test user interfaces
• Test integrations

22. Common Pitfalls

23. Examples of Pitfalls
• Failure to step up
• Savings that don’t materialize
• Partial functionality so ROI isn’t there
• Failure to integrate
• Automation doesn’t fix broken processes
• Implementation is disruptive, not constructive

24. Questions & Answers

25. Contact Information
Beth Pride
President
BPE Global
P: 415.845.8967
E: Beth@bpeglobal.com
Renee Roe
Director
BPE Global
P: 408.340.0995
E: Renee@bpeglobal.com
Edward (Ned) Blinick
Chief Product Officer
3rd
Wave
P: 416.510.8800 ext. 234
E: eblinick@3rdwave.co