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