gtm otm- product strategy 2012-08-13 v1
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GTM OTM Product StrategyTRANSCRIPT
1Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
2Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.Product Strategy Update
Derek Gittoes
Vice President, Logistics Product Strategy
August 2012
Program Agenda
•Current State
–Product Objectives
–Market Position
•Product Strategy
3Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
•Product Strategy
–Road Map Priorities
–6.3 Release Highlights
Program Agenda
•Current State
–Product Objectives
–Market Position
•Product Strategy
4Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
•Product Strategy
–Road Map Priorities
–6.3 Release Highlights
Product Objectives •
Cu
sto
me
rs a
chie
ve b
usi
ne
ss o
bje
ctiv
es
an
d R
OI
•C
ust
om
ers
up
gra
de
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
5Copyright © 2012, Oracle and/or its affiliates. All rights
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
6Copyright © 2012, Oracle and/or its affiliates. All rights
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
7Copyright © 2012, Oracle and/or its affiliates. All rights
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
8Copyright © 2012, Oracle and/or its affiliates. All rights
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
9Copyright © 2012, Oracle and/or its affiliates. All rights
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
–Product Objectives
–Market Position
•Product Strategy
10
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
•Product Strategy
–Road Map Priorities
–6.3 Release Highlights
Product Strategy C
ust
om
er
Dri
ven
Str
ate
gic
In
itia
tive
s
Considerations
11
Copyright © 2012, Oracle and/or its affiliates. All rights
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
Copyright © 2012, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Fusion Transportation Intelligence
•Embedded within OTM –
not a separate data
warehouse
•Business intelligence for
managers & operational
17
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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
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
channel
•Delivers mobile BI instantly,
leveraging existing BI
Foundation
Transportation Planning & Optimization
Route Optimization
3-D Load Optimization
20
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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
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Performance and
Compare to 3rdParty
Global Trade M
anagement
Global Trade Data Repository
Next-Generation Screening
Global Compliance Platform
29
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Run action to create shipments
from trade transactions
GTM Customs Filings
Rules engine determines
when a filing is required
(Control Type = Report)
Rules engine determines
32
Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Rules engine determines
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
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
quantities, products)
License M
anagement –New User Actions
Automatically assign
licenses to trade
transactions
Review available
licenses and assign
35
Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
licenses and assign
manually
NEW: Restricted Party Screening W
orkbench
Queue of parties to be
reviewed
Escalate to Manager
for Review
36
Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Matches from restricted
party lists
for Review
Document Management –Enhanced Processes
•Document Determination
& Generation
•Status Document Process
•Define Reviewers,
Subscribers, etc
37
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2011, Oracle and/or its affiliates. All rights
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
Copyright © 2012, Oracle and/or its affiliates. All rights
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
Copyright © 2012, Oracle and/or its affiliates. All rights
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
Copyright © 2012, Oracle and/or its affiliates. All rights
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
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
43
Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.