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 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 / Visibility


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


Mobile Applications
 Access to information and business
Mobile 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


Mobile: Shipment Tendering

Map Shipment
Locations

Use links to Call
or Email

Carriers can
respond to
shipment tenders Map Shipment
Locations


Mobile: Visibility & Event Management
Enter & Save
Query for
Events
Shipment Status

Track & Trace
Shipment Events

Auto-Populate
Event Location
based on GPS


Mobile: Business Intelligence

Access OTM BI All desktop reports
reports on phone / dashboards are
or tablet available


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 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:
Shipment selected
in Map
User defined parent-child
tables. Examples:
1. Shipment  Stops
2. Shipment  Orders Interactive Display:
3. Shipment  Invoices Orders on Selected
Shipment

Interactive Display:
Selected Shipment


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

“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?”


New OBIEE 11g Features
Maps

Scorecards:
KPIs & Targets

Actions
Mobile Apps


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


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 & dashboard


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 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


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


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 Leg
Supplier A

Port Port
DC 2
Supplier B
Consolidated Pallets
Supplier C DC 3


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
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.)


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 Operations


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 Trade


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)


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

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 desk


GTM 6.3: Restricted Party Screening Workbench
“Escalate to
Manager”
“Work Queue of
Potential
Restricted Parties

“Potential Matches for
Restricted Party”
“Clear All or
One at a Time”


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 Hold


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”


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 agencies


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?”

“Generate the
filing document”

“What’s the status
of my filing?”


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 & 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


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.


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

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