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Oracle Transportation Management: Product Update

Derek Gittoes Vice President, Logistics Product Strategy January 2013

Program Agenda
Oracle Transportation Management 6.3 Highlights Oracle Global Trade Management 6.3 Highlights

OTM & GTM Rollups

Q&A

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OTM 6.3 Highlights

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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: - 3rd 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

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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, GTM: Restricted Party Screening Workbench Ship Unit Planning FTI: Re-organized catalog Document Management Parcel & Rail (Demurrage) Sourcing Flexible bid model with new rate attributes

UI configuration, Advanced Layout changes

FlexFields on all major objects Sourcing Rate loading

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Mobile Applications
Access to information and business
Mobile OTM User Interface

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

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Mobile: Shipment Tendering

Map Shipment Locations

Use links to Call or Email Carriers can respond to shipment tenders

Map Shipment Locations

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Mobile: Visibility & Event Management

Enter & Save Events Query for Shipment Status

Track & Trace Shipment Events Auto-Populate Event Location based on GPS

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Mobile: Business Intelligence

Access OTM BI reports on phone or tablet
All desktop reports / dashboards are available

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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

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

Interactive Display: Orders on Selected Shipment

Interactive Display: Selected Shipment

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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

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Fleet: Business Intelligence

New Fleet Dashboard and Related Metrics

What is the utilization of my fleet?

How is my fleet performing compared to 3rd party carriers?

What is the on-time service level for my fleet?

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New OBIEE 11g Features

Maps

Scorecards: KPIs & Targets

Actions Mobile Apps

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Fleet Management
Resource Availability Load Plan Assign / Dispatch Mobile Comm. Driver Pay / Billing

Oracle Fleet Management

Plan
Orders & Shipments Inbound / Outbound Cross-Hub Load Configuration Dynamic & Static Routing Multi-mode

Execute
Configurable Dispatch Board Mobile communications En-route hot load assignment Event management Brokerage job management

Monitor
Activity & status tracking Regulatory reporting Asset inventory (pools) Sensor based data capture

Settlement
Driver payroll 3rd party suppliers Customer billing Allocations / Accruals GL Coding

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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

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Shipment Planning
Optimized Decisions

Route Mode

Equipment Consolidation Service Provider Schedule

Engines & Rules

Algorithms

Multi-Leg, Multi-Mode
Consolidation Multi Stop Consolidation Multi-Tier Consolidation Driver & Asset Assignment Continuous Moves

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
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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
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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

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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

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Ship Unit Optimization

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

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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
Consolidated Ocean Leg
Supplier A DC 1

Port
Supplier B

Port

DC 2

Consolidated Pallets
Supplier C DC 3

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Demurrage / Detention
Demurrage / Detention
Extra costs for use of carriers 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

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Document Management
Shipment Document Determination Auto Assign Rules Document Statuses

Define Reviewers, Subscribers, etc

Manage Revisions

Include Text Templates based on Transaction

Barcode support

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GTM 6.3 Highlights

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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)

4 1 3 5

2
2) Import to US from Mexico Product Classification Embargo Check DRPL Screening Import License Management NAFTA

4) 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

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Transportation & Global Trade Management

Single platform for global trade & transportation
Transportation Management Transportation Cooperative Routing Transportation Sourcing

Transportation Operational Planning Freight Payment, Billing & Claims Fleet Management

Fusion Transportation Intelligence Logistics Inventory Visibility Global Trade Management

Forwarding & Brokerage Operations

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Transportation & Global Trade Management

Minimize Total Cost of Ownership
Transportation Management Cooperative All in a SingleTransportation Product Routing

Transportation Operational Planning Freight Payment, Billing & Claims

1 user interface
Global access

Transportation Sourcing

1 data model

Single source of truth ERP agnostic

Fusion Transportation Intelligence Logistics Inventory Visibility

Fleet Management

1 integration point

Forwarding & Brokerage Operations

Global Trade Management 1 system to administer

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OTM+GTM Single Platform

GTM and OTM functions are part of one application only separation is license packaging
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GTM trade transactions are linked to OTM orders or shipments (or they can be standalone)

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

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Red = New in GTM 6.3

Restricted Party Screening

Screen any type of party
Customers, suppliers, banks,
How conservative do I want my screening to be?

employees, etc.
Screen any type of transaction
Purchase order, sales order,

service parts
Screen against multiple lists
Government agencies, internal

Which parties need to be reviewed?

lists
Support multiple processes
Quoting, booking, shipping,
What are my potential matches? Which list

service, hiring, front desk

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GTM 6.3: Restricted Party Screening Workbench

Work Queue of Potential Restricted Parties Escalate to Manager

Potential Matches for Restricted Party

Clear All or One at a Time

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GTM 6.3: License Management

Create License

Determine Trade Controls Place Transaction on Hold

Determine Eligible Licenses Assign License

Monitor Dates

Define Report

Query Historical Usage

Edit/Update License

Monitor Usage

Run Report

Renew License

Update License

Monitor Status

Archive Report

Close License

Release Hold

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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

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Oracle Customs Management

Product Overview
CHALLENGE
Authority

Provide a centralized, global solution to manage worldwide customs processes, collaboration, and connectivity

Importer / Exporter with Oracle Global Trade Management

Customs Brokers

Delivered as a new module of Oracle Global Trade Management

Filing Vendors

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

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Customs Management
Determine Required Filings

Rules engine determines when a filing is required

Rules engine determines the required document type for the filing

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Customs Management
Prepare the Documents/Filings
What data need to be validated?

Generate the filing document

Whats the status of my filing?

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OTM / GTM Rollups

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OTM/GTM Lifetime Support Policy

Release
5.5 6.0 6.1 6.2

End Premier
Nov 2010 May 2014 Dec 2014 Dec 2015

End Extended
Nov 2013 Not Available Dec 2017 Dec 2018

End Sustaining
Indefinite Indefinite Indefinite Indefinite

6.3

Dec 2017

Dec 2020

Indefinite

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Release 6.2 Rollup Counts

Rollup
6.2.1 6.2.2

Date
Mar-2011 Jun-2011

Enhancements
16 16

Corrections
382 258

6.2.3
6.2.4 6.2.5 6.2.6 6.2.7 6.2.8

Sep-2011
Dec-2011 Feb-2012 Jun-2012 Aug-2012 Dec-2012

10
5 6 15 6 5

223
197 116 175 103 160

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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

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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)

6.3.1 will still be largely a bug fix Rollup for forward porting and

critical bugs.

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OTM & GTM Road Map

Current Release Whats Next 0-12 month planning cycle Future Directions Post 12 month planning cycle

OTM 6.3
Mobile application support (visibility, BI) Planning: multi-tier networks, ship units Fleet management: business intelligence Rail enhancements (demurrage) Sourcing enhancements

OTM 6.3.x
Cloud Services Strategic scenario planning Equipment & ship unit optimization Shipment optimization Fleet optimization enhancements FTI-OBIA integration

OTM
Rate management & Sourcing Mobile apps extended use cases User Experience: Endeca, WebCenter Geospatial enhancements Fusion SCM integrations

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

GTM
Bonded Warehouse & Processing Zones Free trade programs Duty drawback Landed cost planning Trade Finance - new product Fusion SCM integrations

GTM 6.3
Customs Management new product License Management AES filing certification Restricted party screening workbench Document management

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Q&A

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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 Oracles products remains at the sole discretion of Oracle.

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