benefits and challenges with otm, kewill and ebusiness...
TRANSCRIPT
Benefits and Challenges with OTM, Kewill and eBusiness Suite
Carl Sandvik
About Beckman Coulter
• Founded by Dr. Arnold O. Beckman in 1935• Acquired Coulter Corporation in 1997• Clinical Diagnostics & Biomedical Research• Installed Base in more than 130 countries• Over 12,500 employees• Acquired by Danaher in June 2011
Patient Sample+ Reagent= Reaction = Number
RESULT
Beckman Coulter Sales
50% US50% Outside the U.S.
50%50%
85% Diagnostics15% Life Sciences 85%
15%
80% Recurring revenue20% Non-recurring revenue80%
20%
HQ: Brea, CA
Creating a Global Trade Platform
• Enable transportation & trade information “master”
• Global trade execution & collaboration
Electronic communications, (forwarders, regulatory agencies, etc…)
• Product registration life-cycle
• Global reporting and visibility
OM/SE MFGINVWMS & MSCAAP/AR PO &
iProcurement
OTMCore ModuleTransportation Planning ModuleFreight Financials, Settlement & Claims Module
GTMGlobal Trade Management Module
FedEx (Global)UPS (Global)DHL (Global)
Purolator (CA)TNT (EMEA)
eBusiness Suite
Parcel Manifesting
Oracle Transportation Management
Carrier Rates
Carrier Compliance
Carrier Manifesting (Parcel)
Service
To Oracle Shipping Execution (SE)Label Generation
Major Applications Implemented
• Oracle WMS v.11.5.10• OTM v.6.1.2 v.6.2.2 (prep. for GTM)
Modules: planning, freight payment & FTISMC3 Rateware (US/Canada) v.1.2.334PC Miler v.23Carrier Connect v.3
• Kewill Flagship v.4.0.007 v.4.0.011FedEx Ship Manager v.10.05 v.10.6.3
• Oracle SOA Suite (eBS:OTM)• Tibco Middleware (WMS:Kewill)
Process “before”
eBS: Order Management
• Create Order• Book Order
eBS: Shipping
(Inventory)
• Delivery Grouping• Inv. Reservations• Pick Release• Pick Confirm• Transact Move• Stage Inv. (for
shipping)
eBS: Shipping
(Inventory)
• Ship Confirmation
Automatically processed via Pick Release
program
Manual Process:Select carrier ship method at Packing Work Bench/Ship Confirm
Customization:Custom parcel integration for FedEx, UPS & Purolator (TNT in EMEA)
Process “after”
eBS: Order Management
•Create Order•Book Order
eBS: Shipping
•WMS Delivery Grouping
OTM: Planning
•Queue for “Start Time”
•“Plan” and “Tender”•“Secure Resources” (assign carrier)
•Send to eBS
eBS: Shipping (Inv)
•Inv. Reservations•Pick Release
eBS: WMS (Warehouse
Control Board)
•WMS “Tasks”•Pick Confirm task•Transact Move•“LPN” Drop – Pick Confirmed/Staged
eBS: Shipping (Inv)
•Ship Confirmation•Parcel @ “LPN Drop” (last box)
•Heavy Freight @ consolidation.•“LPN Ship”
SCM BSS Transportation Planning
(SCM BSS)
Distribution Management
(SCM BSS)
Watch outs:Buy Shipments/Trips sent back from OTM but not Pick ReleasedBuy Shipments not accepted by eBS: i.e. orphaned /closed deliveries
Watch outs:Orders “Pick Confirmed/Staged” but not “Ship Confirmed”Kewill• Hold for Label• 3rd Party freight accts• Address validation• Weights/volumes
Primary:
Secondary: ()
Watch outs:Orders not picked up from delivery grouping programOn Hand Hold release & applyAddress validationInternational/foreign characters
Watch outs:Orders with deliveries but not planning in OTMDeliveries not coming into OTM: i.e. null weight/volume and UOMIgnore for planning with floor denials
Functional Accountabilities
System Process Flow
2.1
Order is created
TMS
Create sales order
1.0
OM (EBS)
Planner reviews and tenders
shipment
4.0
Ora
cle
EB
S (W
MS)
E-B
usin
ess
Sui
teO
racl
e Tr
ansp
orta
tion
Man
agem
ent
SHIPMENT ACTUALS
Oth
er
4.0.1
EDI 204 is transmitted to
carriers
CARRIER
TMS
4.1.1
EDI 990 is transmitted by
carriers
CARRIER
TENDER RESPONSE
ORDER RELEASE
TENDER OFFER
Order Management
Reserve/pick release/carton
(QP)/carrier & LPN label printing
Inventory/Shipping Execution
Pick confirm/ship confirm (pack slips, DG doc)
6.1
WMS (EBS) Shipping (EBS)
SHIPMENT STATUS
PLANNED SHIPMENT
8.1
Provide shipment info for audit verification
CTSI
SHIPMENT ACTUALS
FREIGHTINVOICE
3.0
Bulk plan runs (OTM, Flagship, SMC, PC Miler)
3.1
Shipment planned
TMS
8.0
TMS rerates shipment
TMS
2.0
Create deliveries
Shipping (EBS)
1.1
Booked sales order
OM (EBS)
5.0
Trip create
Shipping (EBS)
7.0
Small parcel execution /
labeling
KEWILL
CSHIP
4.1
Shipment is finalized
TMS
9.0
EDI 214 is transmitted by
carriers
CARRIER
9.1
Shipment status is updated
TMS
8.0
TMS conducts post audit of
carrier invoice
TMS
8.1
Audits invoice and pays carrier
CTSI
7.1
Product leaves facility
WMS
3.0.1
Smal Parcel Rating
KEWILL
TMS
PSHIP
6.0
Critical Success Factors• Systems validation protocols (GAMP5)• Meetings with suppliers
SI, software, carriersOracle support: triage program
• Cross functional alignment (Order to Cash)• Executive support• Change management & training• Data management
Item attributesCustomer master (address validation)
• Customer modeling simulation
Lessons Learned• User community involvement
Drive for complete requirementsTraining is not enough – capability is key
• Value stream mappingLean it out!Lean out the future state process
• Site IT support• Mobile applications tuning• Exception processing
Effectivity checks on exception trainingLean out exceptions
Challenges/Gaps
• Require cartonization before transportation planning
• Dangerous goods processingWMS cartonizationCompliance documentation
• Oracle eBS vs. “Edge” Increased collaboration between WMS & OTM development requiredWarehouse Control Board gaps to standard “Trip” integration (Trip#, Planned departure date, etc.)
Challenges/GapsKewill Enhancements• Ability to rate past dates
Need to add historical data i.e. fuel surcharge• Optimize pickup date based on delivery requirement• Hazardous rating
Q Value• Carrier compliance vs. DOT/IATA
UN ClassificationGround DG shipments to AK & HI
• FedEx Server down/port exhaustion patch available• Custom Parcel rates
Support pricingSelf-load parcel rates solution available
Challenges/Gaps
EBS/Kewill• Interfaces between eBS and Flagship
PShip and CShip standard APIs • Ground hazmat reports (carrier compliance)• Purolator Canadians Customs Invoice
Consolidated invoice (zone skipping)• Documentation improvements in process
Benefits: Software
• Supported IntegrationsOTM KewillEBS OTMKewill strategy: Kewill WMS (miss on timing)
• Elimination of CustomizationsPacking Work BenchCarrier selection toolCarrier compliance (FSMS, UPS, Purolator)
• GTM (Future)StopShip (Regulatory/Quality)Research use only/radioactive licensingLicense controls
Benefits: Partners
• Oracle Strategic Alignments with eBS and OTM teamsExecutive involvementCommitment to evolve and improve!
• Kewill Transition to support from projectSupport well above expectationsExecutive commitment to improve
• Systems IntegratorTeam commitmentExperienceNew solutions: learn togetherTools and templates
Benefits: Operational
• Order fulfillment visibility• Manage two Customer SLAs
Contracts: delivery date specificOnline: “In today/out tomorrow” (ship specific)
• DataKPI: On time in fullShipment dataFreight metrics
• SavingsFreight Savings: Parcel to LTL shift of ~11%Support costs (longer term…)
ADDITIONAL INFORMATIONOTM/KEWILL CONFIGURATIONS: AUG 2010 PRESENTATION
OTM and Kewill Configuration
• Unique configuration needed in OTM to correctly call Kewill
LocationRate ServiceRate OfferingAccessorialRate RecordRemark Qualifier
OTM and Kewill Configuration• Location Setup
- Locations in OTM must have associated reference number in Kewill for source locations. Kewill ties available services to the source location.
OTM and Kewill Configuration• Rate Service Setup
- Rate Service ID must have the designated ID provided by Kewill and set to TIMEDEFINITESERVICE
OTM and Kewill Configuration• Rate Offering Setup
One Rate Offering per service type per carrierSelected External Rating Engine ID is KEWILL and Offering Type is PARCEL-EXTERNAL,
OTM and Kewill Configuration• Rate Offering Setup
Accessorial setup as usual on the Rate Offering, but same accessorial must be designated parameter sets for Rates menu.
OTM and Kewill Configuration• Rate Record Setup
One rate record is associated to each rate offering.Lane is country to country with the cost type setup to call Kewill
OTM and Kewill Configuration• Remark Qualifier Setup
Dangerous/hazardous goods has differences based on carrier and geographies for parcel. These values must be setup on the Order Release Line in the hazardous section as well as the Order Release Line Remarks
OTM and Kewill Rating• Rating Characteristics
1. OTM sends order release bundle interface call to Kewill2. Kewill rates using a ship date basis (a BCI gap, explained further in next slide)
3. Kewill responds to OTM with pickup and delivery time for each parcel carrier and service
4. OTM selects lowest cost parcel carrier that can meet date requirements
Note: Kewill does not do any consolidation
• Performance ResultsDirect Plan call: 1 order responds in less than a secondBulk Plan call: 500+ orders returns in less than 10 minutes
BCI Date Requirement
OTM Early Pickup Late Pickup Early Delivery Late Delivery
Jun 22 Jun 25
EBS Request Date
Jun 25
Kewill Ship Date
Jun 17
• Customer calls and places order on Jun 17• CSR quotes delivery no later than Jun 25
• Agent automation to populate Early Delivery date as 4 business days window• No Early Pickup/Late Pickup is populated to let OTM bulk plan create best options
• Kewill populates current date as ship date if no early pickup date is populated• This will cause a problem if no parcel carrier can deliver between the Early/Late Delivery Date in OTM
BCI Date Requirement
OTM Early Pickup Late Pickup Early Delivery Late Delivery
Jun 21 Jun 22 Jun 25
EBS Request Date
Jun 25
Kewill Ship Date
Jun 21
• Modified approach based on OTM-Kewill interface
• If order less than 150lbs, then interface queries database table for FedEx ground transit times• Query returns calculated Early Pickup Date to populate OTM
• Ship Date populated in Kew ill is now guaranteed to have a carrier to me the Early/Late Delivery window
DatabaseTable
Source Destination Days
91708 37917 5
TMS/WMS Status in eBSProcess step(Order life-cycle)
Process Description Order Status
Line status Delivery Status (Additional Line Information)
Trip
1. OM, Order Management – Order Import
Order is Booked Booked Awaiting Shipping
Ready to Release (No Delivery number)
Null
2. WSH, Delivery Grouping
Delivery created and sent to TMS for planning
Booked Awaiting Shipping
Ready to Release (Delivery Number populated)
Null
3. TMS, Transport Planning
Delivery is planned & sent to warehouse (from TMS to WMS)
Booked Awaiting Shipping
Ready to Release (Delivery number populated)
Trip Number populated
4. WMS, Pick Release Pick Release job runs to warehouse
Booked Awaiting Shipping
Released to Warehouse (Delivery Number populated)
Trip Number populated
5. WMS, Pick Drop (move product to shipping dock)
Delivery is picked and awaiting shipping transaction
Booked Picked or Partial Picked
Staged/Pick Confirm (Delivery Number populated)
Trip Number populated
6. WSH , Ship Confirm (create shipping docs)
Delivery is Shipped (product has left the warehouse)
Booked Shipped/Closed
Interfaced Trip Number populated
7. WMS, Backorder Before Delivery Groping
Order is backordered (not available for TMS and WMS)
Booked Awaiting Shipping
Backorder Null
8. WMS, Backorder Post Delivery Grouping
Available to be planned but inventory may not be available
Booked Awaiting Shipping
Backorder (Delivery Number populated)
Null
Processed together via the “Pick Release” Process in non
TMS/WMS locations