iffco 20100505_v1
TRANSCRIPT
FujitsuTransportation and Logistics Practice
Path to Performance Based Valuefor
Customer IFFCO
Mike RieglerDirector, Transportation and LogisticsMay 2010
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Best-in class Logistics Value Chain…
Accounting
Customer Service
Finance
Mfg
Warehouse
Sales
To Differentiate IFFCO as a Great Company
Agenda OTM solution coverage to LSP industry
Business Process System Flows
Validate the OTM purchased by IFFCO.
OTM features on Transportation Planning, Execution, Controls and Performance
Oracle Solution Footprint forIFFCO
Quote Order Plan Execute Monitor Settle
Siebel Order Management
Oracle Transportation Management
Oracle Transportation Management
Oracle Transportation Management
EBS Financials
Fusion Middleware, Business Intelligence
Process Integration Pack Process Integration Pack
Oracle Human Capital Management
Process Integration Pack
LSP Order-Cash with Oracle1 2 3 4
Quote to Cash – Order & Quote
LSP
Destination
Origin
Order and Quote
Analysis
Quote Accepted &
Order Entered Cost Analysis Performed
Order and Quote
Analysis
Quote and Order
Confirmation
Quote to Cash – Planning & Execution
LSP
Destination
Origin
Tender/ Booking Notice Sent to
Carrier(s)
Carrier Confirmation Sent to Customer
Carrier Confirmation
Quote to Cash – Execution
LSP
Service Provider
Service Provider
Service Provider
Destination
Origin
Status Messages
Status Messages
Quote to Cash – Execution & Visibility
LSP
Destination
Origin
Carrier Messages
Status Messages Sent to Customer
Status Message / Delivery ETA Sent
Quote to Cash – Execution & Visibility
LSP
Destination
Origin
Status Messages Sent to Customer
Carrier Sends Status Message –POD Sent
Quote to Cash – Settlement
LSP
Origin
Bill Sent to Customer Via A/R
Carrier(s) Sends Bill(s) to LSP
Quote to Cash – Settlement
LSP
Origin
Payment Sent to LSP
LSP Pays Carrier(s)
Standard Quote to Cash Process Flow
OTM / Logistics Planners
SIEBELCSR
Carriers
Quote Entry & Quote Saved Order Created
Order ReleaseCreated
PlannedShipmentCreated
Tender/ Booking
Sent to Carrier
Tender/ BookingReceived
Tender/ Booking
Update
StatusesReceived
InvoiceReceived /
Auto-created
PaymentVoucherCreated
EBS AP Invoice Created
Check Issued
Reject
Rate Inquiry
Order Entry
Order Visibility
Event Driven:Tender Accept
Accept or
Reject
AutoPay Status Yes
Matching, Tolerating and
Approval
Carrier Invoice Sent
Payment Received
Shipment Status
Updates
Accept
EBSFinance
EBS AR Invoice Created
Bill Issued
Validation of IFFCO’sOracle BOM
Transportation Order Mgmt
Global Visibility
Supply Chain Event Management
Business Intelligence (Analytics & Reporting)
Fleet Management Buy
/Sel
l Con
trac
t Man
agem
ent
Coo
pera
tive
Rou
te P
lann
ing
Tran
spor
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n So
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ng
Transportation Planning
Transportation Execution
Freight Payment,
Billing and Claims
Oracle Transportation Management (OTM)Global Transportation Platform
Freight Forwarding & Brokerage
OTM Modules and Integration Packs OTM Modules
Oracle Forwarding and Brokerage Oracle Fleet Management Oracle Freight Payment, Billing, and Claims Oracle Fusion Transportation Intelligence Oracle Transportation Cooperative Routing Oracle Transportation Operations Planning Oracle Transportation Sourcing
Siebel Order Management
OTM Integration Packs (Order-Cash for LSP) Driver Finance Order Management
OTM Features for IFFCO
CRM / Order Management for LSP Global CRM platform for LSP operations
Single order capture system for quoting & booking Single view of customer master data Single view of customer service data (call center)
Siebel-OTM integration for order management and fulfillment business processes Customer definition / management Capture billable & non-billable activities (all modes & LOBs) Capture order, customer / location specific services Rating & quoting Process Integration Pack (PIP)
Oracle Fleet Management
Settlement • Driver payroll• 3rd party suppliers• Customer billing
Visibility • Asset activity & status tracking• Asset inventory (pools)• Sensor based data capture
(GPS, RFID)
Execution • Dispatch• Mobile communications• Event management
• Driver & asset management• Optimized decision support• Maximize of asset utilization• Minimize operating costs
Planning
Benefits
• Improved asset utilization & reduced costs• Better service• Increase driver retention• Improve safety• Reduce fuel costs and emissions (Sustainability)
Fleet ManagementTarget IndustriesIndustries Logistics Service Providers
Asset-based services
For Hire Carriers Fixed network (e.g., LTL / express
linehaul) Dynamic network (e.g., over-the-
road trucking)
Shippers Private & dedicated fleets Retail, Wholesale Distribution,
CPG, Industrial Mfg.
Types of Fleets Truck
Long-haul truckload Short-haul P&D Fixed network
Ocean Container
Rail Cars Intermodal
Fleet Management
Oracle Fleet Management Transportation order management Asset management – attributes, tracking, event management Driver management – attributes, planning, dispatching, tracking Planning – driver & asset assignments Execution – dispatch, communications, tracking Settlement – driver activity /utilization, customer billing, supplier
payment
Broader Oracle Solution Order Capture and Customer Relationship Management Asset acquisition, lifecycle management and disposal Driver hire, education, scheduling, payroll etc Financials – payables, receivables Process flows & integrations (process integration packs)
Fleet Management – Key Differentiators Single-platform solution for asset & non-asset operations
Optimize fleet vs. common-carrier trade-offs Backhaul planning Multi-modal moves require control of both shipment and asset logistics
• Ex: Import may employ Fleet on delivery-drayage requiring coordination with external service provider on other legs and Fleet on POD-DC leg
End-to-end transactional control and visibility One environment to manage both buy-side and sell-side aspects
Breadth and Depth of the solution Asset lifecycle management (e.g., procurement, maintenance) Driver & contractor management (e.g., payroll) Order management incorporating fleet/asset capabilities Financial settlement – buy and sell side
Technology Built on enterprise-ready, web-native technology SOA-enabled architecture leverages Oracle Fusion Middleware
Fleet Management – Dispatch Board
User-specific configuration of each pane
Time-based view of driver activities
Drag&drop driver and equipment on shipment for manual assignment
Use decision-support actions to assign
Transportation Business Intelligence
Next generation BI provides more than just queries and reports
Enabler for fact-based decision making Actionable insight + fact-based decisions = more efficient
operations, decreased overall costs, improved service
New BI workflows Carrier Scorecard is available along with the ‘Change
Service Provider’ action Tender Performance is available along with the actions
‘Secure Resources’, ‘Tender Shipment’ & ‘Secure Resources By Planner’
Transit Time Variability is available along with the action ‘Change Shipment Details Change Schedule’
Transportation Business Intelligence
BI Content 330 new facts and dimensions available across OTM data
objects: Shipment, Invoice, Quote, Order, Carrier, Carrier Commitments, and Bulk Planning (optimization results)
4x what was available in OTM 5.5!
KPIs and Reports 54 new pre-built KPI’s and 4 new reports Flexibility to modify and create client-specific KPIs, reports
and dashboards
Change Service Provider
action offers access to
FTI…
Resulting in ability to preview
service on lane
Financial Settlement for LSP Global financial platform for LSP operations
Single financial management system Single view of expense and revenue data Single view of customer profitability
E-Business Suite Financials-OTM integration for financial settlement business processes Accounts Payable (supplier payment) Accounts Receivable (customer billing) Accruals (General Ledger and Subledger Accounting) Currency exchange rates Process Integration Pack (PIP)
OTM Financials
Accruals Accrue expected revenue (sell shipment cost lines)
• OTM currently supports accruals for expected expenses (buy shipment cost lines)
Event driven accruals (e.g., accrue revenue and expenses when shipment is delivered)
Reversals based on approved payments and billed amounts Manual adjustments
Functional Currency Simultaneously display amounts in Functional and Entered
currency• E.g., a USA-based user sees a payment for an Italian carrier in US
Dollars (functional) and Euros (entered) Rules-based determination of the exchange rate date for
calculation of functional currency
OTM Financials
Consolidated Invoices Process invoice batches – a batch is a collection of
consolidated invoices from multiple carriers Use case: 3rd party payment service provides the LSP a
monthly batch of consolidated invoices from multiple airlines
Job Based Billing Option to create and manage bills for each sell shipment in
a job (currently one bill per job is created) Job based bill consolidation (i.e., consolidate all bills for a
job into a single invoice)
OTM Financials
Customer Advances Workflow to hold the processing of an order depending on
customer’s credit status Integration with Accounts Receivable to determine if there
are pre-paid advances for the customer
Profit Splits Calculate profit splits between parties: origin agent,
destination agent, primary agent Rules-based profit split calculations (e.g., percentage, flat
rate, weight, volume) Event-based triggers – e.g., calculate profit split after POD
OTM Financials
Revenue recognition and expense accruals Event-driven workflow Automated reversals Expense-revenue matching
Functional currency Display functional currency, entered currency and the exchange rate. Configurable exchange rate date selection
Currency conversion/ exchange rates Support multiple exchange rates – per LOB, customer, shipment E-Business Suite integration
Financial systems integration Payables, Receivables and General Ledger Process Integration Pack for OTM and E-Business Suite
OTM Financials
LSP Quote-to-Cash Complete support for buy & sell side transportation-financial
processes Global support (currency support)
Process Efficiency Automated, workflow driven operational accounting E.g., tender event drives cost accrual, POD drives revenue
recognition
Financial Accuracy Fewer disputes with customers & suppliers Reduce Days Sales Outstanding (DSO)
Lower TCO OTM-E-Business Suite integration via Process Integration Pack SOA framework for integration with other financial systems
Transportation SourcingOverview
Greater depth and breadth Flexibility &
configurability when creating a bid project
Complex bids & analysis Better information
results in more productive negotiation
6.0 Focus Areas Attributes Accessorials Cost Model Optimization
Oracle Global Logistics
Load ExecutionEnvironment
Your Company
Receive Demand
• Orders• Lane Forecasts Bid
Initiation
Quotes
Award Notice
Selected Carrier
Optimized AwardRecommendation
Bid Packet
QuoteAnalysis
Accept
Contract
Transportation Service Providers
Fujitsu and LSP Industry
Sales
Mfg
Finance
WhseAcct
Csvc
Fujitsu’s Business First Approach BenefitsDifferentiation proof points for LSP Industry Leaders: Reduced costs …… leveraging advanced TM capabilities
across your TM processes, for your customer solutions, & across all business units
Enhanced margin management …. process control and enterprise performance management (analytics and KPI’s)
Infinite agility …… collaborative network to grow business, expand solutions, respond to short term demands
Stronger strategic value propositions …..SOA platform delivering game changing business process impact to your customers.
Wide spread efficiencies …. process automation, standardization, and globalization across business and financial operations
Higher sales growth ….. reliable and consistent delivery of your customer promises
Increased return on human capital ….. empowering your workforce to do more for your customers and developing human IP
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Business First Approach…. to Performance Based Value
Immediate Focus on business success attributes and ROI targets
• Solution outcomes that meet your ROI objectives.• Lean principles for supply chain in our DNA• Ongoing Value Assurance for sustainable return and constant differentiation
A team led by transportation and logistics experience• Direct from the logistics industry
• Deep G-Log/OTM roots and experience• Partnerships that matter for XXXXXX
Oracle Transportation and Logistics Solutions• Out of the box is not enough.• Investment to take OTM beyond the “80/20” rules of commercial software• Freight and Parcel Platform solution
Transportation/Logistics specific Methodology – Your business anchor• OTM implementation program designed for rapid deployment• Program Management to drive business value• Organizational Change Management features
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SalesMfg
Finance
WhseAcct
Csvc
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