key considerations for otm cloud implementations

INNOVATION THROUGH EXECUTION®

Key Considerations for OTM

Cloud Implementations

OTM SIG, Singapore Dec 2015


Agenda

2

• Speaker Introduction

• About Inspirage

• Cloud vs On Premise

• Large complex Cloud implementations

• Smaller, Rapid Value implementations

• Inspirage Rapid Value offerings

• Questions?


… a high expertise

global consulting

firm.

We help clients

realize

breakthrough

improvements across

the value chain in

areas from product

ideation through

customer delivery.

Inspirage is …

3


Cloud Services

• Hosting

• Application Managed

Services

• Subscription Services (BPS)

• Cloud Advisory Services

• Technical Services

Inspirage offers …

Business Consulting

• Business Process

Management

• Change Adoption

• Education & Training

• Strategic Advisory

Services

Business Application

Implementation

• Innovation Management /

Agile

• Supply Chain

Management / VCP

• Logistics Management /

VCE

• Project & Portfolio

Management / Primavera

4


Global Reach

5

In 2015,

we worked in

over 39countries around

the world.


Oracle Specializations

6

Partner of the Year

• Certified for OTM Cloud in US,

EMEA and APAC

• Certified for GTM Cloud in the US


Industry Recognition

7

2013 ranked among top global consulting

firms for Supply Chain Optimization

2014 ranked among top global consulting

firms for Logistics Optimization

Analyst Recognition:

2014 & 2015 List


INDUSTRIAL

MANUFACTURING

Industry Focus

We have over 60 value added solutions in 4 main industry verticals

Industrial Products,

Auto, A&D, Metals, Oil

and Gas

Industrial Manufacturing

HIGH

TECHSoftware, Semi

Conductor, Outsourced

MFG, OEM

CONSUMER

PRODUCTSConsumer Goods,

Retail, Comms, Media

& Entertainment

LIFE

SCIENCESPharma, Biotech,

Medical Device,

Distributors

8


HIGH

TECH

Consumer Products

Focus on Customers

Oil & Gas Metals

CONSUMER

PRODUCTS

LIFE

SCIENCES

INDUSTRIAL

MANUFACTURING

OIL & GAS METALS

9

http://www.abbott.com/

http://www.abbott.com/


Inspirage Logistics Management Practice


Logistics Management Practice

Transportation

Management• Contract Management

• Order Management

• Shipment Planning

• Execution

• Visibility

• Freight Payment

• FTI / Reporting

• Other Functionality

Global Regulatory

Compliance• Global Trade Management

• Trade Compliance

• Customs Management

Warehouse

Management • Automates and optimizes material

handling

• Forward pick area replenishment

• Dock scheduling and load sequencing

• UCC-128 and high volume case picking

• Over-allocation using WMS rules

• Directed put-away of reserved LPNs

• Advanced wave and labor planning

• Pick rules and cross-docking

• Enhanced exception handling

• Opportunistic cycle count

• Distributed WMS integration and deployment with Oracle EBS

Transportation

Management

Global Regulatory

Compliance

Warehouse

Management

11


SAP30%

EBS50%

JDE5%

Other15%

Logistics Practice…By the Numbers

39%Original G-Log Consultants

on our North American team

433Combined number of

years of OTM experience

41Combined number of

years of GTM experience

373Total number of

non-US projects

Total number of GTM

projects

Number of GTM customers at

Inspirage (since Oct 2012)

100%Project completion success rate

(all of our customers are willing to

act as an Inspirage reference)

NoneNumber of Inspirage

OTM/GTM customers now

using other implementers

6Number of Inspirage

OTM/GTM customers

who previously used

another implementer

56%Percentage of customers

that extended their

partnership with Inspirage

beyond the original

agreement

17%Percentage of

customers that include a

non-North American

deployment

16%Percentage of the team

that previously worked

for an Oracle customer

that implemented OTM

31%Percentage of the Inspirage

OTM/GTM team based

outside the US

Breakdown of

ERP’s used by

Inspirage

OTM/GTM

customers

5420

Total

number of

projects 662Global Team Members

12


VCE Leadership Team

Derron Mirtsching

Logistics Management

Solution Director

• 20+ years in Logistics

• 7+ years as Solution

Architect at Oracle

• VCE Practice Leader at

IBM

• Cross sector background/experience

• Business Process focus

Scott Pulczinski


Practice Director


• 14+ years in OTM / GTM

• One of the original G-Log

consultant

• OTM / GTM Solution

Architect at Oracle

Bob Hart


Vice President,




• First G-Log consultant

• Created OTM practice at

G-Log

Ashwin Rao


Practice Manager, India

• 12 years in the Oracle

economy

• 8+ years in Value Chain

• Oracle solutions

consultant at TCS

• Solution Lead at Infosys

Eric Rosenbloom


Solution Director



• Original G-Log

developer

• Most experienced OTM

consultant

Mike Beverlin


Practice Director



• One of the original G-Log

consultants

• OTM / GTM Solution

Architect at Oracle

Many came from

G-Log, the founding

company of OTM

More depth and breath on

OTM and GTM than any

other consulting practice

Hrishikesh Mhatre


Solution Director

• 10+ years’ experience on

OTM

• Project Experience in

diverse geographies

• Lead multiple projects as

Solution Architect

Michael Lindsey


Director, Solution

Architect



• Original G-Log Sales Team

Member

• Oracle Sales and Strategy

Sundar RG


Sr. Practice Director,

India


• Multi vertical experience

• Focused on VCE

Leadership in

• EMEA/Asia

14


Logistics Management Service Offerings

Application Implementation Expertise

Hosting

Training OTM GTM WMS

OTM GTM WMS

Value Assessments OTM GTM WMS

OTM GTM WMS

Cloud, BPS and Managed Services OTM GTM WMS

14


Our Logistics Management Customers

1515

OTM/GTM ACCOUNTS WMS ACCOUNTS

Note: All accumulated starting in January 2013


On Premise vs Cloud


Pros of Cloud vs. Traditional

Pros of Oracle Cloud

• Lower upfront costs for application

licenses, hardware and technology (spread out monthly instead of all upfront)

• Quicker ROI

• Expensed vs. Capitalized

• Provides a catalyst to start the project

• No need for DBA/Sys Admin resources

• Good for companies who don’t have

Oracle expertise

• Can enable a quicker and less

expensive implementation

Pros of Traditional Approach

• Potentially lower longer term costs (buy vs. lease analogy)

• Retain control of system (system re-starts, database copies, new database

columns/tables, stored procedures, etc.)

• Enable database connections for data

extraction tools for data warehouses

and BI tools for reporting

• ERP / Integration / OTM all in same

locale

• Adhere to customer IT standards

• Customer takes “Ownership” of OTM

17


Key Cloud Myths

• My instances are shared with other customers

• My functionality is compromised

• I can have only a limited set of users

• Large global implementations are not suitable for the

Cloud

• Only non Oracle customers go for OTM cloud

18


Large Global Cloud Implementations


Customer Profile

20

• 3 Billion USD in

revenue

• Retail, CPG

• Operates in the US,

UK, Canada and China

• Looking for a quick

ROI on investments

• >1 Billion USD in revenue

• Global provider of

physical infrastructure

• Manufacturing in 6

countries

• Looking for a custom free

solution wanting to stay

current all the time


• For global roll outs, ensure you budget enough time for

training on the SI’s offerings

• Ensure global team is present during design sessions

• Ensure that all 3rd party tools are web service enabled

• Pick an SI who has close collaboration with your 3rd party

tool vendor

• Budget for sufficient time to test integrated scenarios

• Remember that carrier connectivity also needs to be tested

as part of integration testing

• Avoid big bang go-lives!

• Go-live in phases where feasible

3rd Party Tools

Testing

Phasing

Project Training

Large Global Implementations

21


• Integration is complex

• Do not assume that out of box integration will always work

• Have a robust, validated migration strategy in place

• Careful management of rollouts

• Upgrades are automatic – ensure that regression testing

happens as you rollout

• Cloud may change the way business is done

• Communicate how this change is going to be brought

about

Migration

Governance

Change Management

Integration

Large Global Implementations

22


Rapid Value Implementations


• Activities like change management, preparation of data,

identifying / freezing integrations

• Thorough testing of SI’s cloud solution or accelerators

• Standard licensing allows 2 instances, TEST and PROD

• A DEV instance is very useful for managing addition of

new features and rollouts

• Budget for sufficient time to test integrated scenarios

• SI to be also involved in integration testing

• Avoid big bang go-lives!

• Go-live in phases where feasible

Additional Instances

Testing

Phasing

Project Planning


24


• Initial discussions don’t detail integration or

• Integration is left to the customer

• Test all unit configurations before proceeding

• Small errors cascade into project timelines

• Document and design for exception processes

• These get lower priority due to tight timelines

• Use validation features to prevent bad data and error proof

processes

Minimum Rework

Exception Processes

Phasing

Integration


25


Inspirage Rapid Value Offerings


Outbound Transportation Management

27

• OTM Modules

– Core OTM

– Operational Planning

– Freight Payment Billing and Claims

• Rapid Value Modules

– Order Management - Outbound

– Transportation Planning

– Freight Settlement – Auto Pay

– Shipment Execution

– Shipment Visibility

– Shipment Tracking & Notification


Freight

Settlement

Shipment

Tracking &

Notification

• EDI

• Direct

Connection

• Email

• Carrier portal

Outbound Transportation Management

28

Shipment

Execution

• EDI

• Direct Connection

• Email

• Carrier portal

Order

Management -

Outbound

• Integration

Transportation

Planning

• Automated

• Manual

• Automated

• Manual

Shipment Visibility• Internal

• External

Plan Multiple Orders

Plan Single Orders

Process Tender & Response

Send Pickup

Notification

Perform RoutingApproval

Maintain Shipment

Perform Exception

Notification

Receive Shipment

EventsReceive Outbound

Order

Create & Approve Invoice

Create Voucher


High Level Baseline Scope

• OTM Modules

– Core OTM

– Operational Planning

– Freight Settlement

• Processes

– Outbound Primary and Secondary

– Outbound tertiary

• Geographies

– APAC domestic

• Master Data Management

– Locations via csv files

– Items via csv files

– Rates via csv files

– Other master data (manually or csv)

• Volumes

– 3 sites

– 10 carriers

– 500 orders per day

• Transportation Modes

– TL

– LTL

– Ocean

• Order Management

– Manual entry

– Integration with ERP

• Shipment Planning

– Consolidation

– Multi-stops

– Multi Leg

• Shipment Execution

– Manually via email and OTM screens

• Shipment Visibility

– Manually via OTM screens

• Freight Settlement

– Auto Pay processes

• OTM Reporting & KPIs

– Up to 3 custom XML publisher reports

• Integration

– Mapping templates

– Order, Item, Location, Planned

Shipment, Voucher

• Business Monitors

– Pre-built monitors by profile

• Workflow

– Workflow for standard processes

• Security

– Super User

– Planner

– Carrier

– Finance User

• Screen Sets / Layouts

– Pre-built screen sets, manager

layouts, and advanced layouts

• Testing

– Test scripts

– End-to-end testing

• Training

– Super-User training material

• 3rd Party Connectivity

– Oracle Spatial/HERE Maps for

distance

• Post Go-Live Support

– 1 week

• Document Checklist

Program

• Rapid Start Program

29


Work Plan / TimelinePre-Project Month 1 Month 2 Month 3

Work Plan/Category/Task Week 0 Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13

PLAN (PRE-PROJECT)

Complete Discovery Pre-Project Checklist

Install Dev/Prod Environments

Setup Integration Middleware and Connect 3rd Party Apps

Gather Master Data

Validate Data Extract for Order and Shipment

Obtain 3rd Party Licenses

Migrate Pre-Configuration to Oracle Cloud

Gather Project Templates

DESIGN

Conduct CRP

Create draft solution design documents

Map Interfaces

Provide carrier connectivity mapping files

Update Blueprints (RTM/Design)

CONFIGURE/DEVELOP

Develop Interfaces

Load Master Data

Complete Functional Configuration

Complete Technical Configuration

Update Blueprints (Configuration)

TEST

Validate Test Scrips

Prepare for Testing

Execute Testing

Resolve Testing Issues

TRAIN

Validate Training Documentation

Prepare for training

Conduct end user training

DEPLOY

Resolve Outstanding Issues

Execute Go-Live Checklist

Migrate to Prod

Go-live

POST PRODUCTION

Transition to support team

30


• Rapid Start Packages (RSP) for OTM/GTM with pre-

configuration

• OTM / GTM Training courses with documentation and

videos

• Rate Loading Portal

• GTM – Content provider adapter

• OTM Integration framework

• OTM Testing & Validation

• OTM Analytics

Logistics Management Solutions

31


Questions?


Questions & Answers

33

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