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2 Oracle Transportation Management: Product Update Derek Gittoes Vice President, Logistics Product Strategy January 2013

3 Program Agenda Oracle Transportation Management 6.3 Highlights Oracle Global Trade Management 6.3 Highlights OTM & GTM Rollups Q&A 3

4 OTM 6.3 Highlights 4

5 OTM: Transportation Lifecycle Order Management: - ERP Integration / EDI - Rate & Route Options Plan Shipments: - Route / Itinerary - Carrier & Equipment - Service / Schedule - Consolidation Cost / Rev Allocation: - Orders / Order lines - Margin Analysis Buy Side Invoices: - 3 rd party Carriers - A/P integration Sell Side Billing: - Customer Billing - A/R integration Execute Shipments: - Communication - Reconcile Plan vs. Actual (route, weights, times, etc) Monitor: - Event / Exception Management - Track & Trace / Visibility 5

6 OTM 6.3 released Dec 2012 Over 200 enhancements Innovation Extension User Experience GTM: Oracle Customs Management (new product) GTM: License management Fleet: Map enhancements, planning, business intelligence Mobile support: carrier execution, visibility, BI Optimization: Multi-Tier Network, Ship Unit Planning Document Management Parcel & Rail (Demurrage) Sourcing Flexible bid model with new rate attributes GTM: Restricted Party Screening Workbench FTI: Re-organized catalog UI configuration, Advanced Layout changes FlexFields on all major objects Sourcing Rate loading 6

7 Mobile Applications Mobile OTM User Interface 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 7

8 Mobile: Shipment Tendering Map Shipment Locations Use links to Call or Carriers can respond to shipment tenders Map Shipment Locations 8

9 Mobile: Visibility & Event Management Enter & Save Events Query for Shipment Status Track & Trace Shipment Events Auto-Populate Event Location based on GPS 9

10 Mobile: Business Intelligence Access OTM BI reports on phone or tablet All desktop reports / dashboards are available 10

11 OTM 6.2: Decision Control Center Multiple panels, multiple objects/tabs per panel (orders, shipments, invoices, etc) Decision Control Center Maximize productivity 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 11

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 User defined parent-child tables. Examples: 1. Shipment Stops 2. Shipment Orders 3. Shipment Invoices Interactive Display: Shipment selected in Map Interactive Display: Orders on Selected Shipment Interactive Display: Selected Shipment 12

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 13

14 Fleet: Business Intelligence New Fleet Dashboard and Related Metrics What is the utilization of my fleet? How is my fleet performing compared to 3 rd party carriers? What is the on-time service level for my fleet? 14

15 New OBIEE 11g Features Maps Scorecards: KPIs & Targets Mobile Apps Actions 15

16 Fleet Management Resource Availability Load Plan Assign / Dispatch Mobile Comm. Driver Pay / Billing Oracle Fleet Management Plan Execute Monitor Settlement Orders & Shipments Inbound / Outbound Cross-Hub Load Configuration Dynamic & Static Routing Multi-mode Configurable Dispatch Board Mobile communications En-route hot load assignment Event management Brokerage job management Activity & status tracking Regulatory reporting Asset inventory (pools) Sensor based data capture Driver payroll 3 rd party suppliers Customer billing Allocations / Accruals GL Coding 16

17 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 17

18 Shipment Planning Optimized Decisions Route Mode Consolidation Service Provider Equipment Schedule Algorithms Multi-Leg, Multi-Mode Consolidation Multi Stop Consolidation Multi-Tier Consolidation Driver & Asset Assignment Continuous Moves 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 18

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 19

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 20

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 21

22 Ship Unit Optimization Mode Selection Example Scenario Option 1 Option 2 Order Release sent to OTM with four packaged items Each packaged item weighs 40lbs. Mode is unknown when Order Release is created Create one pallet (one ship unit) representing the entire order release Ship via LTL at a cost of $95 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 22

23 Ship Unit Optimization 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 Supplier A Consolidated Ocean Leg DC 1 Supplier B Port Consolidated Pallets Port DC 2 Supplier C DC 3 23

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 24

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 25

26 GTM 6.3 Highlights 26

27 Typical Global Trade Transactions 1) Import to US from China Product Classification Embargo Check DRPL Screening Import License Management Printing of Import Documents 3) Export from US to EU Product Classification Embargo Check/ DRPL Screening Export License Management Printing of Export Documents Electronic Communication (AES) 1 2) Import to US from Mexico Product Classification Embargo Check DRPL Screening Import License Management NAFTA ) 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.) 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 27

28 Transportation & Global Trade Management Single platform for global trade & transportation Transportation Management Transportation Operational Planning Transportation Cooperative Routing Transportation Sourcing Freight Payment, Billing & Claims Fleet Management Forwarding & Brokerage Operations Fusion Transportation Intelligence Logistics Inventory Visibility Global Trade Management 28

29 Transportation & Global Trade Management Minimize Total Cost of Ownership Transportation Management Transportation Operational Planning Freight Payment, Billing & Claims All in a Single Product 1 user interface Fleet Management Forwarding & Brokerage Operations Global access 1 data model Single source of truth 1 integration point ERP agnostic Transportation Cooperative Routing 1 system to administer Transportation Sourcing Fusion Transportation Intelligence Logistics Inventory Visibility Global Trade Management 29

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) 30

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 31 Red = New in GTM 6.3

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 32

33 GTM 6.3: Restricted Party Screening Workbench Work Queue of Potential Restricted Parties Escalate to Manager Clear All or One at a Time Potential Matches for Restricted Party 33

34 GTM 6.3: License Management Create License Determine Trade Controls Determine Eligible Licenses Monitor Dates Define Report Query Historical Usage Edit/Update License Place Transaction on Hold Assign License Monitor Usage Run Report Renew License Update License Monitor Status Archive Report Close License Release Hold 34

35 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 35

36 Oracle Customs Management Product Overview CHALLENGE Provide a centralized, global solution to manage worldwide customs processes, collaboration, and connectivity Importer / Exporter with Oracle Global Trade Management Authority Customs Brokers 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 Filing Vendors 36

37 Customs Management Determine Required Filings Rules engine determines when a filing is required Rules engine determines the required document type for the filing 37

38 Customs Management Prepare the Documents/Filings What data need to be validated? Generate the filing document What s the status of my filing? 38

39 OTM / GTM Rollups 39

40 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 40

41 Release 6.2 Rollup Counts Rollup Date Enhancements Corrections Mar Jun Sep Dec Feb Jun Aug Dec

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 42

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) will still be largely a bug fix Rollup for forward porting and critical bugs. 43

44 OTM & GTM Road Map Current Release 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 What s Next 0-12 month planning cycle 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 Future Directions Post 12 month planning cycle 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 44

45 Q&A 45

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. 46

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