Freight Transport Processes Standardization in co modal transport: Merging LIM and the e Freight initiatives

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1 Mary Vayou BMT Group Jan Tore Pedersen Marlo a.s Freight Transport Processes Standardization in co modal transport: Merging LIM and the e Freight initiatives

2 The e Freight Concept

3 The e Freight Framework A standard framework for freight transport and logistics exchange covering all transport modes and all stakeholders. Hang him not, leave him alive Hang him, not leave him alive

4 e Freight vs the Common Framework Initial definition of the Common Framework: One Common Framework for Information and Communication Systems in Transport and Logistics The e Freight Framework is a true subset of the Common Framework e-security e-maritime e-customs e-freight

5 Standards Several actors: UN/CEFACT OASIS/UBL CEN GS1 Tradition: Specifications Implementation Guidelines Different interpreations Limited interoperability

6 Backdrop/Ambition ARKTRANS GS1 LIM Ph1 Freightwise Common Framework e Freight GS1 LIM Ph2 US DOT Electronic FreightManagement Common Reference Model

7 First Standardisation Attempt UBL 2.1 UBL 2.0 EFM Common Framework

8 Efficient Cooperation Between Transport User Roles Transportation Network Manager Transport Regulator Transport Service Provider

9 Linking Trade and Transport eordering einvoicing efullfillment efreight

10 Roles Logistics Services Clients Logistics Services Providers Transportation Infrastructure Managers Transport Regulators Consignee Shippers Freight Forwarders Terminal Operators Transport Operators (train, ship, inland waterways, air) Logistics Service Providers Port authorities Rail administrations Road administrations Customs Safety Agencies Security Agencies Consignor

11 Hierarchical Load Units

12 LIM Scope Essentailly focused on road transport

13 e Freight Scope

14 Freightwise Processes Transport User Transport Service Provider Transport Regulator Transportation Network Manager Completion Execution Planning Transport service demand definition Booking management Transport task control Plan Select transport chain Organise transport Transport task termination STA TEP TEP GII TES TES TEP TEP TSD GII Planning Transport service marketing Order management Transport operation management TNS Execute TEP Hazardious goods management Issue transport instructions TEP Monitor (detect TEP deviations) Statistics and management / Information administration TOS Complete Issue proof of delivery Handle invoices and payments Handle claims TEP STA TNS TNS TNS Taxes and customs management Statistics TOS Transport netw ork utilisation

15 GS1 LIM Processes Interoperation Agreement Master Data Alignment Logistics Service Conditions Planning Warehousing Transport Financial Settlement

16 Consolidated Business Processes Interoperation Agreement Master Data Alignment Logistics Service Conditions Planning Warehousing Transport Financial Settlement + Planning Execution Completion = Interoperation Agreement Master Data Alignment Logistics Service Conditions Planning Scheduling Execution Completion

17 Consolidated Business Processes analysis Business Process Model Interoperation Agreement Master Data Alignment Logistics Serv ices Conditions Long Term Planning analysis Business Process Model Operational Planning Execution Completion

18 Scope Co modality (all modes and combination of modes) Warehousing

19 Top Level Diagram Transport policy C4 Available T/L resources C3 C5 Terms and conditions C6 Rules and regulations Infrastructure C1 conditions C2 Traffic conditions Product market data I1 I2 Product orders T/L market data I3 T/L orders I4 Provide infrastructure and traffic A1 Refined ETA Transportation network Establish common long term plans A2 Aligned master data Logistics services conditions Manage services A3 Operational experience O1 Forecasts O2 Corridor strategies O8 AEO New T/L resources O4 O3 Operations ETA refinement request Regulatory Manage regulatory A4 Compliance O5 O7 Common EU services O6 Risk management M3 TNM M1 LSC M2 LSP M4 TR

20 Context Traffic conditions Transport policy Rules and regulations Terms and conditions derived from product contracts Infrastructure conditions Available T/L resources Terms and conditions Forecasts Product market data Product orders T/L market data T/L orders Manage transport and logistics services Corridor strategies Operations New T/L resources Compliance Common EU services AEO Risk management T/L - Transport and logistics A0 LSC - Logistics Services Client LSP - Logistics Services Provider TNM - Transportation Network Manager TR - Transport and Logistics Regulator LSC LSP TNM TR

21 Establish Long Term Plans Available T/L resources C3C2 Transport policy Terms and conditions C4 Transportation network C1 C6 Operational experience Product market data I1 Product orders I2 T/L market data I3 T/L orders I4 Establish interoperation agreement A21 Interoperation settings Corridor strategies O2 O4 AEO Align master data O5 Aligned master data A22 Negotiate conditions A23 O6 Logistics services conditions Planning experience Make long term plans A24 O1 Forecasts O3 New T/L resources M1 M2 LSC LSP

22 Establish Interoperation Agreement Terms and conditions C3 Transport policy Available C2 C1 T/L resources Planning experience C5 C4 Operational experience Product market data I1 Product orders I2 Issue RFP/RFQ A211 RFP/RFQ T/L market data I3 T/L orders I4 Respond to RFP/RFQ A212 Proposal/ quotation Agree interoperation settings A213 Corridor strategies O1 O2 AEO O3 Interoperation settings Evaluate cooperation Evaluation result A214 M1 LSC M2 LSP

23 Manage Services Logistics services conditions C1 Aligned master data C2 Terms and conditions C7 Transportation network C4 Available T/L resources C6 Refined ETA C5 Rules and regulations C8 C9 Compliance New T/L resources Forecasts Product orders T/L market data T/L orders C3 I1 I2 I3 Plan services A31 Bookings O2 O4 Regulatory Cargo Manage execution A32 Claims O3 Operations O5 ETA refinement request Manage completion A33 O1 Operational experience M1 M2 LSC LSP

24 Plan Services Terms and conditions C1 Logistics C3 services conditions C2 Aligned master data C5 Available T/L resources Operations C7 C8 Compliance Forecasts Product orders I1 I2 Plan shipments A311 RFP/RFQ RFP/RFQ response C4 Transportation network Booking response Cargo O5 Individual service request response T/L market data T/L orders I3 I4 Plan consignments A312 Individual service booking Booking response Individual service request Bookings O4 O1 New T/L resources Plan individual services A313 O2 O3 Regulatory ETA refinement request M1 LSC M2 LSP Vehicle and driver

25 Plan Shipments Forecasts Product orders Terms and conditions I1 I2 C1 Determine service needs C4 Aligned master data A3111 Product delivery terms Product info Operations Logistics services conditions C2 C5 C3 Available T/L resources Booking response C6 C7 RFP/RFQ response Cargo O1 Consignee info Load unit Timing Compose shipments A3112 O2 Regulatory Shipments Select services A3113 Selected services unavailable Selected services Book services A3114 O3RFP/RFQ O4 Bookings M1 LSC

26 Plan Consignments Aligned master data C1C3 Available T/L resources Logistics services conditions C2C4 Compliance C5 Booking response C6 Individual service request response RFP/RFQ Bookings I1 I2 Select chain A3121 Selected chain New T/L resources O4 O6 ETA refinement request T/L market data I3 T/L orders I4 Load unit Consolidate cargo A3122 Choice unacceptable Consolidated cargo Bookings incomplete Book individual services A3123 Individual service O7 request O3 Individual service booking RFP/RFQ O1response O2 Booking response Vehicle and driver I5 Provide regulatory A3124 O5 Regulatory M1 LSP

27 Manage Execution Bookings C1 C4 Rules and regulations Refined ETA C3 Transportation network C2C5 Compliance Monitor logistics processes A321 O4 Claims Cargo I1 Execute logistics processes A322 Regulatory O1 O2 Operations Execute individual services A323 O3 ETA refinement request M1 LSC M2 LSP

28 Execute Logistics Processes Rules and regulations Bookings C2 C1 Refined ETA C3C4 Transportation network C5 Compliance Cargo I1 Issue Documents A3221 Schedule deviation O1 O2 Claims Regulatory Operations C6 Monitor services A3222 Deviation acceptable Cargo deviation Analyse schedule deviation A3223 Analyse cargo deviation A3224 O4 ETA refinement request Deviation unacceptable Inform stakeholders A3225 O3 Operations M1 LSP

29 Manage Regulatory Information EU directives IMO AEO C3 Traffic conditions C1 C4 Refined ETA C2 Operations Rules and regulations C5 Regulatory I1 Customs regulations IWT formalities Submit regulatory A41 Truck formalities EU directives Customs regulations IMO Submissions response Ship formalities Rail formalities Process regulatory A42 Information packages for EU platforms EU directives Compliance O1 O4 ETA refinement request IWT - Inland Waterway Transport RIS - River Information Services SSN - Safe Sea Net Inhouse systems Reporting web services National Authority systems Manage EU level freight transport A43 TAF/TSI O2 Common EU services O3 Risk management M1 LSP M2 TR SSN RIS ecustoms

30 Process Regulatory Information Truck formalities I1 Process truck formalities EU directives C3 Traffic conditions C1 C7 Operations Customs C5 IMO C4 regulations C2 AEO C6 Refined ETA Submissions O1 response Rail formalities IWT formalities I2 I3 A421 Ship customs Process rail formalities A422 Process IWT formalities O4 Information packages for EU platforms Compliance O2 A423 Ship formalities I4 Process ship formalities A424 National SSN Application M1 Reporting web services ICS ECS Process customs declarations A425 M2 National Authority systems O3 ETA refinement request

31 Lessons Learned Despite very different origins and approaches, e Freight (Common Framework development) and the GS1 LIM initiative have more things in common than differences The Business Processes are completely harmonised. Message alignment is ongoing, but requires more calendar time

32 Thank You!

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