GTM OTM- Product Strategy 2012-08-13 v1

1Copyright © 2012, Oracle and/or its affiliates. All rights

reserved.


reserved.Product Strategy Update

Derek Gittoes

Vice President, Logistics Product Strategy

August 2012

Program Agenda

•Current State

–Product Objectives

–Market Position

•Product Strategy


reserved.

•Product Strategy

–Road Map Priorities

–6.3 Release Highlights

Program Agenda

•Current State


–Market Position

•Product Strategy


reserved.

•Product Strategy



Product Objectives •

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rs a

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ve b

usi

ne

ss o

bje

ctiv

es

an

d R

OI

•C

ust

om

ers

up

gra

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an

d e

xpa

nd

usa

ge

•C

ust

om

ers

be

com

e r

efe

ren

ces

Va

lue

•E

xpa

nd

pro

du

ct c

ap

ab

ilit

ies

Inn

ova

tio

n

Market Share Leader for Transportation & Global Trade


reserved.

•E

xpa

nd

pro

du

ct c

ap

ab

ilit

ies

•S

up

po

rt c

urr

en

t &

em

erg

ing

be

st p

ract

ice

s

•R

esp

on

sive

to

cu

sto

me

r d

em

an

dIn

no

vati

on

•G

lob

al co

mm

un

ity

of

cust

om

ers

an

d p

art

ne

rs

•E

xpa

nd

kn

ow

led

ge

ba

se a

nd

in

form

ati

on

sh

ari

ng

w

ith

in t

he

co

mm

un

ity

Eco

syst

em

Customer Momentum

•Expanding Global Customer Base

•New Geographic Markets

–Focus on emerging markets in Eastern Europe, Middle East,

Latin America, and Asia

Sales Growth


reserved.

Latin America, and Asia

•Global Footprint

–Argentina, Australia, Brazil, Canada, China, Chile, Columbia,

Finland, France, Germany, India, Italy, Japan, Netherlands,

Mexico, Russia, Saudi Arabia, Singapore, South Africa, Spain,

Sweden, United Arab Emirates, United Kingdom, USA

Customer Momentum

•Established Industries

–Consumer Goods, Industrial Manufacturing, Logistics Service

Providers, Natural Resources, Retail

•Growth Industries

Sales Growth


reserved.

•Growth Industries

–Automotive, Aerospace & Defense, Chemical, High-Tech, Life

Science, Oil & Gas, Wholesale Distribution

Customer Momentum

•Public References

–Reference collateral: press releases, success stories, conference

presentations, web seminars

–Emerging market references

Customer Success


reserved.

•New Product References

–Fleet Management

–Global Trade Management

•Upgrades

–More customers on 6.1 and 6.2 releases

Leaders Quadrant in TMS

TheMagicQuadrantiscopyrightedSeptember6,

2011

by

Gartner,

Inc.and

isreused

with

permission.TheMagicQuadrantisagraphical

representationofamarketplaceatandfora

specifictimeperiod.ItdepictsGartner’sanalysis

ofhowcertainvendorsmeasure

againstcriteria

forthatmarketplace,asdefined

byGartner.

Gartnerdoesnotendorseanyvendor,productor

servicedepictedintheMagicQuadrant,anddoes

notadvisetechnologyuserstoselectonlythose

vendors

placedin

the“Leaders”quadrant.The


reserved.

Link to Gartner MQ report

MagicQuadrantisintendedsolelyasaresearch

tool,andisnotmeanttobeaspecificguideto

action.Gartnerdisclaimsallwarranties,express

orimplied,withrespecttothisresearch,including

anywarrantiesofmerchantabilityorfitnessfora

particularpurpose.

Note: “This Magic Quadrant graphic was published by Gartner, Inc. as part of a larger research note and should be

evaluated in the context of the entire report. The Gartner report is available upon request from Oracle.”

Gartner, Inc., “Magic Quadrant for Transportation

Management Systems”, by C. Dwight Klappich, September

6, 2011

Program Agenda

•Current State


–Market Position

•Product Strategy

10

Copyright © 2012, Oracle and/or its affiliates. All rights

reserved.

•Product Strategy



Product Strategy C

ust

om

er

Dri

ven

Str

ate

gic

In

itia

tive

s

Considerations

11


reserved.

Pro

du

ct R

oa

d M

ap

Tech

no

log

y /

A

rch

ite

ctu

re

Product Strategy

•Fleet Management

•Global Trade Management

•Business Intelligence

Focus Areas

12


reserved.

•Mobility

•Optimization

•User Experience

•Customer Feedback

Innovation

Extension

User Experience

Oracle Transportation & Global Trade Management 6.3

Release Themes

•Optimization: Multi-Tier Network,

Ship Unit Planning

•Document Management

•Parcel & Rail (Demurrage)

•Sourcing –Flexible bid model

with new rate attributes

•GTM: Oracle Customs

Management (new product)

•GTM: License management

•Fleet: Map enhancements,

planning, business intelligence

•Mobile support: carrier

execution, visibility, BI

•GTM: Restricted Party Screening

Workbench

•FTI: Re-organized catalog

•UI configuration, Advanced Layout

changes

•FlexFieldson all major objects

•Sourcing –Rate loading

6.3 Release: Customer’s Value Proposition

•Control and minimize logistics (transportation & trade) costs

•Increase service and order fulfillment performance & flexibility –

anywhere to anywhere global operations

•Accelerate the supply chain and increase working capital utilization

•Improve visibility and control of orders, shipments & inventory

•Improve visibility and control of orders, shipments & inventory

•Collaborate with partners (3PLs, carriers, brokers, suppliers)

•Deliver better information to improve decision making

•Mitigate supply chain and compliance risk worldwide

Mobile Applications

•Access to information and business

functions across multiple smart phone

and mobile platforms

•Examples:

–Carrier tender accept/reject

–Shipment status update

15


reserved.

–Shipment status update

–Order/shipment track & trace

•iPadSupport

–iPad/ Safari as certified browser for

most OTM users interfaces

Mobile Applications

Main Menu Options

Review Shipment

Tenders

16


reserved.

Fusion Transportation Intelligence

•Embedded within OTM –

not a separate data

warehouse

•Business intelligence for

managers & operational

17


reserved.

managers & operational

users –BI workflows

•Create user specific

reports and dashboards

•Perform ad hoc analysis

•Proactive alerts

Fusion Transportation Intelligence

•Expanded Content

–Fleet Management metrics

•Usability

–Simplify ad hoc queries

Enhancement Areas

18


reserved.–Simplify ad hoc queries

–Documentation (customizations, migration)

•Technology

–11g for Oracle Business Intelligence Enterprise Edition and

Oracle Data Integrator

–Mobile BI app; geographic map-based display

Mobile BI for OTM

•A feature of Oracle BI 11g and

included in BI Foundation

•Enables iPadsand iPhonesto

become another 1st class BI

channel

19


reserved.

channel

•Delivers mobile BI instantly,

leveraging existing BI

Foundation

Transportation Planning & Optimization

Route Optimization

3-D Load Optimization

20


reserved.

Route Optimization

Cross-Docking & Pooling

Multi-Mode, Multi-Leg Routing

Ro

ute

2

T1

D

P

DD

P

Ro

ute

1D

P

D

D

PP

1D

Multi-Tier Freight Network

D

Bre

ak

Bu

lk

Ro

ute

1

T3

D

P

DD

PP

P

Ro

ute

2

D

P

DD

PP

P

Outbound

Inbound

Inbound

21


reserved.

PP

PD

Ro

ute

2

T2

D

P

DD

PP

PD

Ro

ute

1

D

P

DD

PP

PD

•Multi-Tier Networks

•Multiple locations for consolidation

and/or deconsolidation activities

•E.g., consolidation centers, cross-

docks, pool distribution

Multi-Tier Networks

•Two fundamental changes:

–Simplified and more powerful multi-tier itinerary setup

–More robust algorithm to solve more complex multi-tier networks

•Will support scenarios like:

–Plan across multiple legs and across itineraries

22


reserved.–Plan across multiple legs and across itineraries

–Support multi-cross dock network (theoretically unlimited)

–Route dynamically: Find optimal paths through network

•Customer Benefit

–Reduced freight costs via optimization

–Increased flexibility to model complex networks

Optimize Ship Unit Building

•Objective:

–Ship unit building to be done at the shipment level

•Consider factors like mode, consolidation opportunities, and location requirements

–Previously, ship unit information was copied over from the Order Release

–Benefit: reduced transportation costs

•Example: Mode Selection

23


reserved.

•Example: Mode Selection

–# of ship units is a functional of least cost mode selection

–Pack lines into multiple boxes if shipped via parcel vs. a pallet if shipped LTL

•Example: Shipment Consolidation

–Pack lines across order releases into a ship unit

–Ex. Pack 2 partial pallets into 1 pallet for the ocean leg

–Ex. Pack 2 order lines with same consignee into same carton

Fleet Management

Resource

Availability

Load Plan

Mobile Comm.

Driver Pay /

Billing

Assign /

Dispatch

Oracle Fleet Management

24

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

•3rdparty suppliers

•Customer billing

•Allocations / Accruals

•GL Coding

Fleet Management

•Fleet Planning

–Slip-seating (truck shared between drivers)

–Straight trucks & kits

–New actions: “Find Shipments for Order”, “Return Driver Home”

Enhancement Areas

25


reserved.–New actions: “Find Shipments for Order”, “Return Driver Home”

•Map-based Workspace

–Map embedded with Decision Control Center

–More map actions

•Business Intelligence

–Fleet specific metrics & dashboard

Decision Control Center

Multiple Panels, Multiple

Objects/Tabs per panel

Decision-support actions

NOTE: DCC is not restricted

to FLEET users

26


reserved.

Specialized queries on each Tab

NEW: Parent-Child

relationship between panels

to dynamically view related

entities

New: Integrated M

ap View

Map embedded within

Decision Control Center

•Select multiple orders/

shipments, perform actions

•Link from DPO Results to

map the plan

•Access to driving

directions

27


reserved.

directions

•Dynamic filtering by

Driver/ Equipment/ Power

Unit

•Add more Order,

Shipment information to the

map itself

New: Fleet Business Intelligence New Fleet Dashboard

& Related Metrics

Ex. Track Fleet

Utilization

Ex. Track Fleet

Performance and

28


reserved.

Performance and

Compare to 3rdParty

Global Trade M

anagement

Global Trade Data Repository

Next-Generation Screening

Global Compliance Platform

29


reserved.

•Robust, configurable restricted

party screening engine

•Screen all types of orders from

external systems

•Enhanced audit capabilities

•Master traderepositoryfor

party and item data

•Extensive product

classificationfeatures

•Manage legal, regulatory &

corporate compliance policies

globally

•Flexible rules-engine to identify

trade-related controls

•License, license exception &

document determination

Oracle Customs Management

•Delivered as new product option of Oracle GTM

•Centrally manage worldwide customs operations

Provide a centralized, global solution to m

anage worldwide

customs processes, collaboration, and connectivity

CHALLENGE

Authority

Customs

Brokers

Filing

Vendors

Importer / Exporter

with Oracle Global

Trade Management

30


reserved.

•Centrally manage worldwide customs operations

–Determine electronic filing & documentation requirements

–Consolidate trade transactions for filing

–Prepare & validate data including currency & UoMconversion

–Transmit filings & documents to regulatory bodies or trading partners

–Standardize global processes, communication, and error resolution

–Planned Certification for AES Filing

•Reduce spend & reliance on trading partners

GTM Shipments for Customs

Specify matching criteria for

consolidation (e.g., party, date,

country, refnums)

Specify attributes to summarize

at shipment header level (e.g.,

freight, gross weight, value)

31


reserved.

Run action to create shipments

from trade transactions

GTM Customs Filings

Rules engine determines

when a filing is required

(Control Type = Report)


32


reserved.


the required document

type for the filing

GTM: License M

anagement

•Full license lifecycle management

–Create/Store Licenses

–License Determination

–Assign Licenses

–Track Balances

33


reserved.

•Value & Differentiation

–Generic import/export license management capabilities that can be

configured for a wide range of trade compliance policies

•Global support

•Licenses, permits, authorizations, etc

–ITAR support –military use products, most stringent controls

License M

anagement –License Header

Enter and track all

licenses in GTM

Maintain all license

details (effectives dates,

quantities, products)

34


reserved.

quantities, products)

License M

anagement –New User Actions

Automatically assign

licenses to trade

transactions

Review available

licenses and assign

35


reserved.

licenses and assign

manually

NEW: Restricted Party Screening W

orkbench

Queue of parties to be

reviewed

Escalate to Manager

for Review

36


reserved.

Matches from restricted

party lists

for Review

Document Management –Enhanced Processes

•Document Determination

& Generation

•Status Document Process

•Define Reviewers,

Subscribers, etc

37


reserved.

Subscribers, etc

•Manage Revisions

•Include Text Templates

based on Transaction

•Barcode support

•APPLIES to OTM also

…and a lot more

•Multi-Stop Shipment Planning

•RIQ Enhancements

•Demurrage

•Rail Private Car Costing

•User Interface / Usability

•Sourcing: Rate Basis Attributes &

Rate Loading

•GTM Audit History

38


reserved.

•Small Parcel

•Cost Allocation

•Auto-Match Balance Due Invoices

•Tracking Events

•Workflow Agents

•GTM Item Classification

•GTM Tariff Visibility

•Security

•Data Management

•Performance & Scalability

Summary

Ma

rke

t M

om

en

tum

Ma

rke

t sh

are

le

ad

ers

hip

Min

dsh

are

/ t

ho

ug

ht

lea

de

rsh

ipV

ibra

nt

eco

syst

em

of

cust

om

ers

& p

art

ne

rs

Cu

sto

me

r La

rge

& g

row

ing

S

tro

ng

& g

row

ing

M

an

y a

ctiv

e p

roje

cts

39


reserved.

Cu

sto

me

r M

om

en

tum

Larg

e &

gro

win

g

cust

om

er

ba

seS

tro

ng

& g

row

ing

re

fere

nce

ba

seM

an

y a

ctiv

e p

roje

cts

un

de

rwa

y

Pro

du

ct

Mo

me

ntu

mM

ark

et

lea

din

g

cap

ab

ilit

ies

6.3

re

lea

se i

n F

Y1

3S

tro

ng

ro

ad

ma

p

Q&A

40


reserved.

Q&A

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

41


reserved.

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.

42


reserved.

43


reserved.

Documents

GTM OTM- Product Strategy 2012-08-13 v1