otm v6.x essentials
TRANSCRIPT
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CSC Proprietary and Confidential
OTM v6.x EssentialsLeveraging the Best Out of Tracking Events, Special
Services, Remarks and Reference Numbers
August 13, 2012
Gaurav Malhotra
Partner, OTM Practice
Chintankumar Shah
Sr. Consultant/Technical Designer
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8/7/2012 CH12_0252 3© 2012 Computer Sciences Corporation
Agenda: Today’s Topics of Discussion
• OTM Essentials — How to get best out of:
– Tracking Events
– Special Services
– Reference Numbers
– Remarks
• Definitions and Importance
• Configuration and Flexibility
• Out-of-the-box features with Configuration and Method of Implementation
• Implemented Examples to Visualize Advantages
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© 2012 Computer Sciences Corporation
I. Overview 5
II. Tracking Events 9
III. Special Services 21
IV. Refnum & Remarks 29
V. Recap 34
VI. Conclusion & Questions 37
Agenda
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OVERVIEW
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8/7/2012 CH12_0252 6© 2012 Computer Sciences Corporation
OTM Essentials
• What competitive edge does OTM offer?
• Highly flexible configuration of objects, agents and actions with v6.0 and higher
• Capability to handle high volumes with reliable performance
• Discuss Tracking Event as new object
• Discuss new features of Special Service, Refnum & Remarks
Overview
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8/7/2012 CH12_0252 7© 2012 Computer Sciences Corporation
OTM Essentials (Cont’d)
Advantages of these objects:
• Importance of Transportation Intelligence
• The 5 W Principle — Who, When, Where, What, Why
– Real time information
• Advantages for LSP’s and Shippers Revenue Growth
Overview
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8/7/2012 CH12_0252 8© 2012 Computer Sciences Corporation
Objects Vs. Core OTM Processes Usability Table
Processes/Object
Tracking
Event
Special
Service Remark Refnum
Order Release Creation
Shipment Planning
Shipment Execution
Fleet Assignment and
Optimization
Asset Management
Settlements
Visibility
Overview
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TRACKING EVENTS
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8/7/2012 CH12_0252 10© 2012 Computer Sciences Corporation
Definition and Importance
• Powerful new object introduced in OTM v6.0
• Functionality not limited to Fleet Management
• Key functionality– Tracking key moves and process results– Updating relevant processes to trigger further action
Tracking Events
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Definition and Importance (Cont’d)
• Ability to match different objects during processing for data accuracy– Shipment– Equipment– Driver– Power Unit
• Accelerator — real time information (TI), downstream information
• Ways to create Tracking Events– Within OTM — create or copy– Integration/Interface by external system (e.g., Mobile Comm, Extensions)
Tracking Events
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8/7/2012 CH12_0252 12© 2012 Computer Sciences Corporation
Implemented Examples
• Shipment Planning– Tender Accepted/Rejected
• Shipment Execution– Stop Times– Stop Activities
• Fleet Assignment– Assignment commitments
• Fleet Optimization– Train Management– Driver Management
• Asset Management– Yard and maintenance facility management– Asset condition reporting
Tracking Events
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8/7/2012 CH12_0252 13© 2012 Computer Sciences Corporation
Implemented Examples
– Shipment Execution
Shipment Execution
Tracking Events
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8/7/2012 CH12_0252 14© 2012 Computer Sciences Corporation
Stop Times
Implemented Examples
Tracking Events
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8/7/2012 CH12_0252 15© 2012 Computer Sciences Corporation
Loading/
Unloading
Implemented Examples
Stop Activities
Tracking Events
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8/7/2012 CH12_0252 16© 2012 Computer Sciences Corporation
Implemented Examples
NAT/NAL for Driver
Tracking Events
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8/7/2012 CH12_0252 17© 2012 Computer Sciences Corporation
Implemented Examples
HOS Daily Summary
Tracking Events
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8/7/2012 CH12_0252 18© 2012 Computer Sciences Corporation
Implemented Examples
Equipment/Location Management
Tracking Events
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8/7/2012 CH12_0252 19© 2012 Computer Sciences Corporation
Approval Process
User Creates TE to Add SS
TE Created w/ Remark “Approval Required”
Agent Triggered and Processed
TE Appears in BPM of Approver’s Dashboard
Approve TE?
TE Rejected with Notes for Future Reference
Re-process ExistingTE or Trigger Creation
of New TE
No
Yes
Start
Update Requested Object, Result in
“Process Matched”
End
Re-process
Tracking Events
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8/7/2012 CH12_0252 20© 2012 Computer Sciences Corporation
Object Detail
• OTM Tracking Event consists of:
– Quick Code
– Responsible Party
– Event Related Details
– References
– Source Detail
– Asset Details (e.g., Equipment, Driver, Power Unit)
– Special Services
– HOS details (Fleet Function) configurable as per DOT
• OOB Actions and Processing Statuses available
Tracking Events
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SPECIAL SERVICES
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8/7/2012 CH12_0252 22© 2012 Computer Sciences Corporation
Definition and Importance
• Traditional use: Indicate/capture specific activity
• Enhanced features with Fleet Management v6.0
• Specifies and limits the relationships between rate offerings/orders/fleet
components
• Specifies customer requirements to be met
• Can be added/deleted/modified through tracking events
Special Services
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8/7/2012 CH12_0252 23© 2012 Computer Sciences Corporation
Definition and Importance (Cont’d)
• Integration with fleet:
– Payable/non-payable special services
– Driver work invoices
– Manage assets during shipment execution
– Handling of load
– Record miscellaneous work
Special Services
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Implemented Examples
Source
Destination
USA
Mexico
Border Crossing Scenario
Special Services
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8/7/2012 CH12_0252 25© 2012 Computer Sciences Corporation
Implemented Examples
Shipment Planning
Source
Destination
Border Cross
USA
Mexico
Special Services
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8/7/2012 CH12_0252 26© 2012 Computer Sciences Corporation
Implemented Examples
Shipment Execution
Source
Destination
Pickup Loaded
USA
Mexico
Live Unload
Individual
Team
Special Services
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Implemented Examples
Fleet Assignment
Source
Destination
USA
MexicoUS Trailer
US Driver
Mexico Driver
Special Services
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Implemented Examples
Asset Management
Source
Destination
USA
Mexico
Hazmat
High Value
Tank Wash
Temperature
Special Services
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REFNUM & REMARKS
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8/7/2012 CH12_0252 30© 2012 Computer Sciences Corporation
Definition and Unique Features
• Definition:
– Additional qualified numbers for information and reporting purposes
• Traditional use
– References: Sales order number
– Remarks: Account number
• Differences between Refnum and Remark:
– Defined value vs. Free form text/instructions
– Use of BNG, auto sequence, sort
Refnum & Remarks
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8/7/2012 CH12_0252 31© 2012 Computer Sciences Corporation
Definition and Unique Features (Cont’d)
• New features with enhanced functionality
– Visibility across objects
• Shipment level, transport mode
• Grant access — primary, secondary
– 2 character EDI codes (e.g., CO, DR)
Refnum & Remarks
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Implemented Examples
• Order Release
– Order modifications
– Pickup/drop off instructions
– Master bill of lading
• Shipment
– Planning
• Cutoff date/time
• Specific asset requirement (equipment, size, age)
• Waybill for train
– Execution
• Leg sequence
• Delay allowed (Y/N)
Refnum & Remarks
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8/7/2012 CH12_0252 33© 2012 Computer Sciences Corporation
Implemented Examples (Cont’d)
• Fleet
– Fleet Optimization
• Equipment type at NAT/NAL
– Fleet Assignment
• Committed geography (all assets)
• Business unit
– Asset Management
• Work schedule
• Maintenance start, DTTM, location ID
• Unavailable reason
• Source system employee ID for drivers
Refnum & Remarks
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RECAP
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8/7/2012 CH12_0252 35© 2012 Computer Sciences Corporation
What did we discuss today?
• Overview of new objects with v6.x: Get the best out of the following:
– Tracking Events, Special Services, Refnum & Remarks
– Importance of Transportation Intelligence in emerging global transportation
– 5W principle
• Tracking Events
– Definitions, Use, Advantages, Processing and Creation Methods
– Implemented Configuration with great detail and flow diagram
– Object Detail and Capability to carry detailed data
Recap
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8/7/2012 CH12_0252 36© 2012 Computer Sciences Corporation
What did we discuss today?
• Special Services
– Traditional vs. Unique Features
– Integration with Fleet Management
– Implemented Example with key real life example for visualization
• Refnum & Remarks:
– Definition, differences and unique OOB features with v6.x
– Implanted examples in complex OTM solutions
• Recap
Recap
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CONCLUSION AND QUESTIONS
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8/7/2012 CH12_0252 38© 2012 Computer Sciences Corporation
Conclusion
• Properly understand the use of these features can be cost effective for
implementation and maintenance
• The discussed objects enables transportation intelligence, which contributes to
OTM becoming a stronger and more robust solution amongst all TMS offerings
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QUESTIONS?
Gaurav Malhotra
Partner, OTM Practice
312.523.3353
Chintankumar Shah
Sr. Consultant/Technical Designer
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THANK YOU
Gaurav Malhotra
Partner, OTM Practice
312.523.3353
Chintankumar Shah
Sr. Consultant/Technical Designer
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8/7/2012 CH12_0252 41© 2012 Computer Sciences Corporation