key considerations for otm cloud implementations
TRANSCRIPT
INNOVATION THROUGH EXECUTION®
Key Considerations for OTM
Cloud Implementations
OTM SIG, Singapore Dec 2015
INNOVATION THROUGH EXECUTION®
Agenda
2
• Speaker Introduction
• About Inspirage
• Cloud vs On Premise
• Large complex Cloud implementations
• Smaller, Rapid Value implementations
• Inspirage Rapid Value offerings
• Questions?
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… a high expertise
global consulting
firm.
We help clients
realize
breakthrough
improvements across
the value chain in
areas from product
ideation through
customer delivery.
Inspirage is …
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Cloud Services
• Hosting
• Application Managed
Services
• Subscription Services (BPS)
• Cloud Advisory Services
• Technical Services
Inspirage offers …
Business Consulting
• Business Process
Management
• Change Adoption
• Education & Training
• Strategic Advisory
Services
Business Application
Implementation
• Innovation Management /
Agile
• Supply Chain
Management / VCP
• Logistics Management /
VCE
• Project & Portfolio
Management / Primavera
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Global Reach
5
In 2015,
we worked in
over 39countries around
the world.
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Oracle Specializations
6
Partner of the Year
• Certified for OTM Cloud in US,
EMEA and APAC
• Certified for GTM Cloud in the US
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Industry Recognition
7
2013 ranked among top global consulting
firms for Supply Chain Optimization
2014 ranked among top global consulting
firms for Logistics Optimization
Analyst Recognition:
2014 & 2015 List
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INDUSTRIAL
MANUFACTURING
Industry Focus
We have over 60 value added solutions in 4 main industry verticals
Industrial Products,
Auto, A&D, Metals, Oil
and Gas
Industrial Manufacturing
HIGH
TECHSoftware, Semi
Conductor, Outsourced
MFG, OEM
CONSUMER
PRODUCTSConsumer Goods,
Retail, Comms, Media
& Entertainment
LIFE
SCIENCESPharma, Biotech,
Medical Device,
Distributors
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HIGH
TECH
Consumer Products
Focus on Customers
Oil & Gas Metals
CONSUMER
PRODUCTS
LIFE
SCIENCES
INDUSTRIAL
MANUFACTURING
OIL & GAS METALS
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Inspirage Logistics Management Practice
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Logistics Management Practice
Transportation
Management• Contract Management
• Order Management
• Shipment Planning
• Execution
• Visibility
• Freight Payment
• FTI / Reporting
• Other Functionality
Global Regulatory
Compliance• Global Trade Management
• Trade Compliance
• Customs Management
Warehouse
Management • Automates and optimizes material
handling
• Forward pick area replenishment
• Dock scheduling and load sequencing
• UCC-128 and high volume case picking
• Over-allocation using WMS rules
• Directed put-away of reserved LPNs
• Advanced wave and labor planning
• Pick rules and cross-docking
• Enhanced exception handling
• Opportunistic cycle count
• Distributed WMS integration and deployment with Oracle EBS
Transportation
Management
Global Regulatory
Compliance
Warehouse
Management
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SAP30%
EBS50%
JDE5%
Other15%
Logistics Practice…By the Numbers
39%Original G-Log Consultants
on our North American team
433Combined number of
years of OTM experience
41Combined number of
years of GTM experience
373Total number of
non-US projects
Total number of GTM
projects
Number of GTM customers at
Inspirage (since Oct 2012)
100%Project completion success rate
(all of our customers are willing to
act as an Inspirage reference)
NoneNumber of Inspirage
OTM/GTM customers now
using other implementers
6Number of Inspirage
OTM/GTM customers
who previously used
another implementer
56%Percentage of customers
that extended their
partnership with Inspirage
beyond the original
agreement
17%Percentage of
customers that include a
non-North American
deployment
16%Percentage of the team
that previously worked
for an Oracle customer
that implemented OTM
31%Percentage of the Inspirage
OTM/GTM team based
outside the US
Breakdown of
ERP’s used by
Inspirage
OTM/GTM
customers
5420
Total
number of
projects 662Global Team Members
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VCE Leadership Team
Derron Mirtsching
Logistics Management
Solution Director
• 20+ years in Logistics
• 7+ years as Solution
Architect at Oracle
• VCE Practice Leader at
IBM
• Cross sector background/experience
• Business Process focus
Scott Pulczinski
Logistics Management
Practice Director
• 17+ years in Logistics
• 14+ years in OTM / GTM
• One of the original G-Log
consultant
• OTM / GTM Solution
Architect at Oracle
Bob Hart
Logistics Management
Vice President,
Logistics Management
• 23+ years in Logistics
• 15+ years in OTM / GTM
• First G-Log consultant
• Created OTM practice at
G-Log
Ashwin Rao
Logistics Management
Practice Manager, India
• 12 years in the Oracle
economy
• 8+ years in Value Chain
• Oracle solutions
consultant at TCS
• Solution Lead at Infosys
Eric Rosenbloom
Logistics Management
Solution Director
• 20+ years in Logistics
• 15+ years in OTM / GTM
• Original G-Log
developer
• Most experienced OTM
consultant
Mike Beverlin
Logistics Management
Practice Director
• 20+ years in Logistics
• 14+ years in OTM / GTM
• One of the original G-Log
consultants
• OTM / GTM Solution
Architect at Oracle
Many came from
G-Log, the founding
company of OTM
More depth and breath on
OTM and GTM than any
other consulting practice
Hrishikesh Mhatre
Logistics Management
Solution Director
• 10+ years’ experience on
OTM
• Project Experience in
diverse geographies
• Lead multiple projects as
Solution Architect
Michael Lindsey
Logistics Management
Director, Solution
Architect
• 20+ years in Logistics
• 14+ years in OTM / GTM
• Original G-Log Sales Team
Member
• Oracle Sales and Strategy
Sundar RG
Logistics Management
Sr. Practice Director,
India
• 20+ years in Logistics
• Multi vertical experience
• Focused on VCE
Leadership in
• EMEA/Asia
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Logistics Management Service Offerings
Application Implementation Expertise
Hosting
Training OTM GTM WMS
OTM GTM WMS
Value Assessments OTM GTM WMS
OTM GTM WMS
Cloud, BPS and Managed Services OTM GTM WMS
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Our Logistics Management Customers
1515
OTM/GTM ACCOUNTS WMS ACCOUNTS
Note: All accumulated starting in January 2013
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On Premise vs Cloud
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Pros of Cloud vs. Traditional
Pros of Oracle Cloud
• Lower upfront costs for application
licenses, hardware and technology (spread out monthly instead of all upfront)
• Quicker ROI
• Expensed vs. Capitalized
• Provides a catalyst to start the project
• No need for DBA/Sys Admin resources
• Good for companies who don’t have
Oracle expertise
• Can enable a quicker and less
expensive implementation
Pros of Traditional Approach
• Potentially lower longer term costs (buy vs. lease analogy)
• Retain control of system (system re-starts, database copies, new database
columns/tables, stored procedures, etc.)
• Enable database connections for data
extraction tools for data warehouses
and BI tools for reporting
• ERP / Integration / OTM all in same
locale
• Adhere to customer IT standards
• Customer takes “Ownership” of OTM
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Key Cloud Myths
• My instances are shared with other customers
• My functionality is compromised
• I can have only a limited set of users
• Large global implementations are not suitable for the
Cloud
• Only non Oracle customers go for OTM cloud
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Large Global Cloud Implementations
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Customer Profile
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• 3 Billion USD in
revenue
• Retail, CPG
• Operates in the US,
UK, Canada and China
• Looking for a quick
ROI on investments
• >1 Billion USD in revenue
• Global provider of
physical infrastructure
• Manufacturing in 6
countries
• Looking for a custom free
solution wanting to stay
current all the time
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• For global roll outs, ensure you budget enough time for
training on the SI’s offerings
• Ensure global team is present during design sessions
• Ensure that all 3rd party tools are web service enabled
• Pick an SI who has close collaboration with your 3rd party
tool vendor
• Budget for sufficient time to test integrated scenarios
• Remember that carrier connectivity also needs to be tested
as part of integration testing
• Avoid big bang go-lives!
• Go-live in phases where feasible
3rd Party Tools
Testing
Phasing
Project Training
Large Global Implementations
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• Integration is complex
• Do not assume that out of box integration will always work
• Have a robust, validated migration strategy in place
• Careful management of rollouts
• Upgrades are automatic – ensure that regression testing
happens as you rollout
• Cloud may change the way business is done
• Communicate how this change is going to be brought
about
Migration
Governance
Change Management
Integration
Large Global Implementations
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Rapid Value Implementations
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• Activities like change management, preparation of data,
identifying / freezing integrations
• Thorough testing of SI’s cloud solution or accelerators
• Standard licensing allows 2 instances, TEST and PROD
• A DEV instance is very useful for managing addition of
new features and rollouts
• Budget for sufficient time to test integrated scenarios
• SI to be also involved in integration testing
• Avoid big bang go-lives!
• Go-live in phases where feasible
Additional Instances
Testing
Phasing
Project Planning
Rapid Value Implementations
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• Initial discussions don’t detail integration or
• Integration is left to the customer
• Test all unit configurations before proceeding
• Small errors cascade into project timelines
• Document and design for exception processes
• These get lower priority due to tight timelines
• Use validation features to prevent bad data and error proof
processes
Minimum Rework
Exception Processes
Phasing
Integration
Rapid Value Implementations
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Inspirage Rapid Value Offerings
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Outbound Transportation Management
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• OTM Modules
– Core OTM
– Operational Planning
– Freight Payment Billing and Claims
• Rapid Value Modules
– Order Management - Outbound
– Transportation Planning
– Freight Settlement – Auto Pay
– Shipment Execution
– Shipment Visibility
– Shipment Tracking & Notification
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Freight
Settlement
Shipment
Tracking &
Notification
• EDI
• Direct
Connection
• Carrier portal
Outbound Transportation Management
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Shipment
Execution
• EDI
• Direct Connection
• Carrier portal
Order
Management -
Outbound
• Integration
Transportation
Planning
• Automated
• Manual
• Automated
• Manual
Shipment Visibility• Internal
• External
Plan Multiple Orders
Plan Single Orders
Process Tender & Response
Send Pickup
Notification
Perform RoutingApproval
Maintain Shipment
Perform Exception
Notification
Receive Shipment
EventsReceive Outbound
Order
Create & Approve Invoice
Create Voucher
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High Level Baseline Scope
• OTM Modules
– Core OTM
– Operational Planning
– Freight Settlement
• Processes
– Outbound Primary and Secondary
– Outbound tertiary
• Geographies
– APAC domestic
• Master Data Management
– Locations via csv files
– Items via csv files
– Rates via csv files
– Other master data (manually or csv)
• Volumes
– 3 sites
– 10 carriers
– 500 orders per day
• Transportation Modes
– TL
– LTL
– Ocean
• Order Management
– Manual entry
– Integration with ERP
• Shipment Planning
– Consolidation
– Multi-stops
– Multi Leg
• Shipment Execution
– Manually via email and OTM screens
• Shipment Visibility
– Manually via OTM screens
• Freight Settlement
– Auto Pay processes
• OTM Reporting & KPIs
– Up to 3 custom XML publisher reports
• Integration
– Mapping templates
– Order, Item, Location, Planned
Shipment, Voucher
• Business Monitors
– Pre-built monitors by profile
• Workflow
– Workflow for standard processes
• Security
– Super User
– Planner
– Carrier
– Finance User
• Screen Sets / Layouts
– Pre-built screen sets, manager
layouts, and advanced layouts
• Testing
– Test scripts
– End-to-end testing
• Training
– Super-User training material
• 3rd Party Connectivity
– Oracle Spatial/HERE Maps for
distance
• Post Go-Live Support
– 1 week
• Document Checklist
Program
• Rapid Start Program
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Work Plan / TimelinePre-Project Month 1 Month 2 Month 3
Work Plan/Category/Task Week 0 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13
PLAN (PRE-PROJECT)
Complete Discovery Pre-Project Checklist
Install Dev/Prod Environments
Setup Integration Middleware and Connect 3rd Party Apps
Gather Master Data
Validate Data Extract for Order and Shipment
Obtain 3rd Party Licenses
Migrate Pre-Configuration to Oracle Cloud
Gather Project Templates
DESIGN
Conduct CRP
Create draft solution design documents
Map Interfaces
Provide carrier connectivity mapping files
Update Blueprints (RTM/Design)
CONFIGURE/DEVELOP
Develop Interfaces
Load Master Data
Complete Functional Configuration
Complete Technical Configuration
Update Blueprints (Configuration)
TEST
Validate Test Scrips
Prepare for Testing
Execute Testing
Resolve Testing Issues
TRAIN
Validate Training Documentation
Prepare for training
Conduct end user training
DEPLOY
Resolve Outstanding Issues
Execute Go-Live Checklist
Migrate to Prod
Go-live
POST PRODUCTION
Transition to support team
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• Rapid Start Packages (RSP) for OTM/GTM with pre-
configuration
• OTM / GTM Training courses with documentation and
videos
• Rate Loading Portal
• GTM – Content provider adapter
• OTM Integration framework
• OTM Testing & Validation
• OTM Analytics
Logistics Management Solutions
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Questions?
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Questions & Answers
33
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