implementing otm as a third party with complex customer ...€¦ · •item master •locations...
TRANSCRIPT
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Implementing OTM as a Third Party with Complex Customer Business Rules
OTM SIG Conference2011
Clint EdenNick Fields
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Agenda
• Averitt Overview
• OTM Infrastructure & Design
• Customer Overview
• ‘As Is’ & ‘To Be’
• Implementation Overview
• Results
• Lessons Learned
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Averitt Overview
• Privately-held company
• Corporate offices in Cookeville, TN
• More than 140 facilities
• More than 4,600 power units (including pickup/delivery & over-the-road)
• More than 12,000 trailers
• Non-union
• LOB’s include LTL, TL Van, TL Flatbed, TL brokerage, dedicated, warehousing , expedite, international freight forwarding, and transportation management
• $950 Million annual revenue
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Averitt Express, Inc.
26th largest carrier (Transport Topics)21st largest dedicated carrier (Transport Topics)Inbound Logistics Top 100 3PL
Less than Truckload
TruckloadSupply Chain
SolutionsIntegrated Services
International Expedited
• Dry van and flatbed services
• Automotive, retail, and consumer products
• LTL
• Consolidation
• Deconsolidation
• Customized local solutions
• Nationwide partnerships
• Transportation Management
• Dedicated Contract Carriage
• Warehousing
• Truckload brokerage
• Dry van, flatbed, and reefer
• Intermodal
• Freight forwarding
• Portside ™ services
• Customs brokerage
• Ground and air expedite services
• Internal and external assets
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OTM Business Strategy
• Managed TMS as part of a wider array of services
• Provide the best transportation management technology available
• Provide a menu of services (sourcing, optimization, execution, visibility, freight payment, etc.)
• Multi-customer platform
Standardized implementation footprint
Customized implementation where required
• Collaboration with Averitt asset-based operations
• Cross-customer collaboration
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OTM Infrastructure
Supply Chain Solutions
• Program management
• Customer management
• Project management
• Functional configuration
• Operations
OTM
• OTM hosting
• Security
• Disaster recovery
• Technical configuration
• Functional configuration support
• Post implementation support
• Integration hosting
• OTM Connectivity
• Trading partner on-boarding
• Data validation
• Customer integration support
Rapid Deployment Model
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Leveraging ELN for Rapid Integration
Logistics Network(ELN)
Customers
OTM
Carriers
•Item Master• Locations Master Data•Order Release•Shipment Events• ASN• Invoices• Payment Voucher
OTM integration with customer systems
• ERP
• Other internal applications
• Other external SaaS offerings
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A Unique OTM Solution
• AN OTM solution with Multiple customers sharing a single OTM instance requires a unique overall design
Data privacy & security, stability of existing customers when on-boarding new customers, maximize the re-use of common objects while isolating of customer-specific objects
• Multi-customer approach with the collaborative concept requires a unique rates setup. (Corporation Profile on Rate Offerings)
• Customers may require unique planning parameters and/or itineraries (Itinerary Profiles and Planning Parameters)
• Equipment capacity may be defined differently by different customers for common equipment (Equipment Group Profiles)
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A Unique OTM Solution (continued)
• Multi-customer approach required additional configuration in FTI
Create a custom Role in FTI for each customer to secure the customer-specific reports and dashboards.
Create a dashboard preference for each customer to connect the user’s default dashboard to the customer-specific dashboard.
• Pre-defined naming conventions for all business objects
• Business Monitor as the main operational dashboard significantly simplified the operational process
• Advance Delivery Notification – custom logic to handle dynamic LTL delivery appointment lead times
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Domain Design
Customer-SpecificDomains
• Locations• Items• Order Base• Order Release• Agents
Planning Domain• Business Monitors• Service Providers & Equipment• Itineraries• Rate Offerings & Records• Rate Distance and Service• Commitment Allocation• Shipments• Invoices & Vouchers
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Customer Overview – Diamond Crystal Brands
• Leading producer of food products and additives (Splenda® and Dixie Crystals® among others) for consumer and commercial markets
• Part of a multi-national manufacturer and marketer of meat and food products
• Logistics management operations based in Savannah, Georgia
• Six domestic plants / distribution centers with global distribution of an array of products
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Customer Overview – Diamond Crystal Brands
• Global distribution
• 31,000 annual shipments (LTL, TL, Dedicated Fleet, and Ocean)
• 17,962 customer locations
• 3,664 items
• 48 Carriers
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Tenders (fax)
As-Is (Pre-OTM)
ERP
-B
PC
S
TM Ops
Legacy TM
S
Orders
Shipments
Carriers
Invoices and Remittance (Paper)
ftp
Manual Entry
Paper
Legend
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Revised TMS Business Requirements
• Complete integration with BPCS
• Leverage OTM optimization algorithms
• Orders updated in OTM
Can change until the trailer doors are closed
• Shipment planning across all facilities
Including dedicated fleet
Multi-stops with multiple pickups and deliveries
Pool deconsol
Inbound & continuous moves
Accessorial costs
Reverse logistics
• Tenders and event management (EDI and/or SERVPROV portal)
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Revised TMS Business Requirements continued
• Audit and approve freight charges
• Claims management
• Reporting, KPI’s, and carrier scorecards
• Truckload RFQ
Primary, Secondary, and Backup TL carriers
• 70%, 20%, and 10% of business by lane
• Requires commitment allocation
Due to the TL RFQ, production rates not available until late in the project
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OTM Components In Scope
• Base OTM (6.1.5)
• Operational Planning
• Freight Payment, Billing, & Claims
• Fusion Transportation Intelligence
• Transportation Sourcing
• Cooperative Routing
• Third party software
SMC3 Czarlite
SMC3 CarrierConnect
ALK PCMiler
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To-Be (Post-OTM)
ERP
-B
PC
S
TM Ops
Oracle Tran
spo
rtation
Man
ageme
nt
Orders (dynamic)
Shipments
Shipment Actuals
Carriers
Tenders
Event Updates
Invoices
Voucher
Check Numbers
Remittance (paper checks)
sftp
Manual Entry
EDI
Legend
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Project Overview - Team
• Averitt Project Manager / Functional
Functional (sourcing project)
Existing operations management personnel
• Diamond Crystal Brands Logistics Director
IT Director
IT Manager
Programmer (2)
• MavenWire Functional Consultant
Technical Consultant
• E2open Project Manager
Development resources
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Project Overview – Implementation Methodology
Plan Configure Transition ManageAssessDefine
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Project Overview – Timeline
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OTM Program Results
• Platform and design will support our business goals and customer business requirements
• Able to achieve standardized workflow across customers
• Design works well
Domains
Rates & Itineraries
Operation data security
• Successful go live
• Projects within budget
• Able to plan against Averitt assets (CMs with SAWs)
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Lessons Learned
• Implementation success relies upon the quality of the initial plan
• Prior to go live, a detailed testing plan must be developed to ensure new customer configuration does not interfere with existing customers
• Effective communication across project teams ensures continuity
• Must leverage external expertise (consultants, OTM community) when needed
• Agents are your friends
• Executive support is critical
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Q & A