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© 2013 Oldemark LLC
Delivering the Buns Wendy’s OTM Implementation
Phil Kilgore – Director Solutions [email protected] 2nd 2014 – OOW 2014
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Agenda• Company Overiew – Price of Admission
• Oracle Portfolio
• Intro of Bakey, Challenges and Success Criteria
• Oracle Transportation Manager - Phased Implementation
• Lessions Learned
• R12 upgrade experience
• Next steps
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• 3rd Largest QSR Chain
• 6500 Franchise and Company Restaurants
• 39,000 Employees
• Corporate Headquarters Dublin, Ohio
The Wendy’s Company
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• e-Business 12.1.3
• Demantra
• Business Intelligence
• SOA Suite 11G
• WebLogic
• EXADATA
Wendy’s Oracle Portfolio
• Web Content Management
• Web Center
• Oracle Transportation Manager
• SiteHub MDM
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• Located Zanesville Ohio
• 2 Bakeries producing 135 truck loads of buns weekly
• 1 billion + buns annually
• 53 Truck Fleet 18 trucks on road daily 6 days per week.
• 100 - 120 routes per week from two Bakeries (shipping locations). Each route consists of 10-14 stops & 1000 miles.
• 1470 deliveries weekly
• 2900 Customers including other brands
• Checkers, Rally’s, Generic Grocery Brands
The New Bakery Company
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• Lack of accurate forecasting
• Labor and Master scheduling
• Invoicing, POs and Acknowledgements
• Trucks and routes manually planned
• Perpetual Inventory control
• Timely data capture, recording and tracking
The Bakery Challenges
• Reduce Transportation Costs
• Use Perpetual Inventory and Cycle Counting
• Electronic PO’s, Invoices, Acknowledgments
• Efficient Use of Raw Materials
• Real-Time Analysis Tools
• Yield Optimization
• Additional Automation
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• Increase average trays per drop
• Decrease number of annual deliveries per store
• Reduction in time spent in planning process
• Allow drivers to select route preferences
• Reduce amount of product on-hand at time of next delivery.
Success Criteria
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• Phase I – 2011
• Implement Demantra Forecasting
• Load Bun Demand
• Phase II – 2012 to January 2013
• Added Bakery Purpose to SiteHub
• Develop Demantra to OM Interface
• Develop OM to OTM Interface
• Implement Advanced Pricing
• Implement OTM
• Develop OTM to OM/Cadec Interface
Project Phases and Approach• Phase III – 2013 to July 2014
• Implement Cadec to OM Interface
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• Oracle Transportation Manger Version 6.2.5
• BPEL & SOA WebLogic Cluster 10.3.6 for the Integration Between EBS OM and OTM
• WebLogic 10.3.3 – Application Server
• EXADATA – OTM Database Server
• PC*Miler to Support Route Bulk Planning
• Mileage Between Stops
• Speed Limits
• Road Construction & Closures
• New Roads
OTM Infrastructure Components
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OTM Infrastructure & Integration
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Our Implementation Process
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Pre-Requisites – Phase I – Forecasting Requirements
• Implement Demantra Forecasting
• Forecast at Raw Item Level for Bakery SKUs
• Load Historical Bun Demand
• Develop Initial Load Interface
• Develop Core Data Refresh Procedure
• Validate Demantra Results
• Compare Forecast to Legacy Bakery System
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Implementation – Phase II• SiteHub Configuration
• Configuration of Demantra
• Configuration of Oracle e-Business Suite (EBS)
• Inventory Module
• Implement Advanced Pricing Module
• Order Management Module
• Accounts Receivable Module
• Installation and Configuration of Oracle Transportation Manager
• Creation of Truck Loads
• Truck Routing – PC*Miler
• Creation of Delivery Tickets
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SiteHub – Master Data Managment• Added Bakery Location Attributes
• Latitude/Longitude
• Needed for Route Planning in OTM
• Route ID
• Used in Demantra Worksheets
• Used as “Ship With Group” in OTM
• Delivery Ticket Type
• Company, Franchise, Warehouse/Outside Customer
• Delivery and Run Instructions
• Freezer Information (Size Capacity etc)
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Demantra
• Create Load Planning Worksheets
• Route Master Worksheet
• Restaurants, Products, Projections, Date
• Input Days to Cover
• Route Trailer Worksheets
• One for Each Trailer Size (48’, 50’, & 53’)
• Pick Warehouse, Delivery Date, & Export
• Create ETL to Process Planned Data to OM Module
• Validates All Required Data is Entered
• Validates All Data is Feasible
• Create Order Actuals Interface
• Sends Delivered and On-Hand Back From OM Module
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EBS – Inventory, Advanced Pricing, & Order Management
• Inventory
• Warehouses as Inventory Organizations
• Create Items & Establish Inventory
• Advanced Pricing
• Price Lists
• Line Modifiers
• Zone Pricing
• Surcharges
• Order Management
• New Order Types
• Shipping Methods
• New Order Line Types
• Accounts Receivable
• OM to AR Interface for Bakery
• Enable DFF on Invoices for Delivery Ticket ID
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Infrastructure, Integrations, & Oracle Transportation Manager• Installed BPEL & SOA WebLogic Cluster 10.3.6 for the Integration Between OM and OTM
• Standard BPEL interfaces delivery with EBS patch
• Deploy to SOA
• Installed PC*Miler to Support Route Bulk Planning
• Mileage Between Stops
• Speed Limits
• Road Construction & Closures
• New Roads
• Installed Oracle Transportation Manager Version 6.2.5
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Oracle Transportation Manager Configuration
• Delivery Calendars
• Defined Route ID, Delivery Ticket Type, Key Indicator, Run Instructions, & Store Instructions for Order Releases
• Drivers and Power Units
• Assigned Power Units to Drivers
• Hours of Service Rules
• Daily & Weekly Rules
• Single & Team Driver Rules
• Limits on Driving Hours & Activity Hours
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Oracle Transportation Manager Configuration (Cont.)
• Setup All Customers as Locations
• Setup Regions to Support Denver CrossDock
• ALL – US & Canada
• Setup Depot Profiles
• Allows Routes to be Planned to Return to Origin (Virtual Locations)
• Setup Service Providers & Service Provider Profiles
• Fleet
• Common Carriers
• Customer Pick-Up
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Oracle Transportation Manager Configuration (Cont.)
• Configure Integrations from OTM to OM and Cadec
• Setup Document Manager, Web Services
• Setup Out XML Profiles and External Systems
• Customize Layouts & Screen Sets
• Drivers, Power Units, Locations
• Order Releases
• Shipments
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Implementation - Phase III – Truck Mounted Systems
• Cadec is a Web Service
• No Software Installation Needed
• Routes, orders, instructions etc. pushed to Cadec truck units.
• Installed Cadec Handheld Units in Trucks
• Drivers Sign-On to Units and Pick Routes
• Cadec Tells the Drivers Directions, Order of Stops, & Displays Items/Quantities to be Delivered at Each Stop
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Truck Mounted Units
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Mapping and Dashboards
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Process Flow
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Successes, Failures, & Lessons Learned
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Success• Completed – Meeting and exceeding success criteria
• By Business Agreed Upon Time
• Within Budget and Scope
• Configuration and Deployment Went Exactly as Planned with no Major Issues
• Minimum number of Post Go-Live Issues
• Mostly Business Process Issues
• No Production Down Issues,
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Lessons Learned
• Business Rules and Alignment
• Improved exploratory and documented exceptions
• More Volume Testing
• Identifies missed exceptions etc.
• Volume Visibility
• Once OTM was Live, Configuration Updated to Allow Further Visibility on Dispatch Board
• Business Process Learning Curve
• Training for Business Owners and Super Users
• Super Users put Together Business Process Documentation and Desk Level Procedures
EBS R12 Upgrade – Issues & Hurdles
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• SOA Suite Upgraded From 10.1.3.5 to 11.1.1.6.0
• SOA Suite 11G required for R12
• Required EBS Patches to link R12 EBS to OTM
• 1 Patch Required on 11g SOA Side
• Big Hurdle – My Oracle Support Note: “Integrating Oracle E-Business Suite 12.1.3 with BPEL in SOA Suite 11g [ID 1070257.1]”
• Gaps Around Required Security & Setting Up Against a RAC R12 Environment (ex. Making the SOA Connections Redundant)
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What’s Next?
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Next Steps
• Implement Cadec Payroll for Fleet Drivers
• More Accurately Track Hours of Service
• Validate Miles Driven Equal Miles Planned; Have Visibility to Differences and Understand Why
• Route Modelling
• New Customers, New Regions
• Switch to Dynamic Routing in OTM
• Static routes: Pre-defined groupings of stores, delivery every store every time
• Dynamic routes: Plan orders just for stores that need a delivery, let OTM determine the best way to group those stores into routes
• Upgrade OTM to version latest release
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Questions ?