OTM-GTM 6.

4
Overview
OTM SIG Conference

Cathy Hayes
Dan Filetti
Gavin Lindsay
Chris Hugosson
Asli Yimenicioglu

August 12, 2015

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Agenda

1 Rate Maintenance
2 Fleet
3 User Experience
4 FTI
5 GTM

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Rate Maintenance

3
How do I get Rates into OTM?
• Manual entry via User Interface • Table-by-table CSV load

• OTM Sourcing • Rate Maintenance Tool

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Rate Maintenance Process Flow

OTM: OTM: Spreadsheet: OTM: OTM: OTM:

Define structure of New Generate Populate/Edit Upload Review & Make Rates
desired rates Spreadsheet Rate Data Spreadsheet Approve Operational
Rates

OTM:
Select Existing
Existing Rate Offerings and
Rates Rate Records

Manage
Rate Load Download Upload Rates Approval
Definition Rates Summary

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Licensing and Navigation

• Rate Maintenance requires a license

for OTM Sourcing
• The menu guides you through a typical
workflow

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Downloading Rates

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Editing Spreadsheet

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Approving Rates

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Fleet

10
Training Agenda
Fleet-Aware Optimization
Fleet v/s carrier planning - understand capabilities and
availability of fleet
Plan and execute entire shift/day

New Workbench
Interactive workspace encompassing all fleet activities
Gantt-chart and Map based
Drag-drop interaction on Grids, Map and Gantt-chart

Maps S1 S2 S1 S2

Direct connectivity to ALK Maps and Here.com Shipment Shipment

1 1
Real-time traffic display S3 S3
Shipment Shipment
S4 S4
2 2

S5 S5
D Shipment
3 D Shipment
3

S6 Work S6

Assign
ment
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Fleet Aware Bulk Plan (FABP)
• Overview
– Oracle Fleet Aware Bulk Plan “FABP” Concept:
– Enhance OTM such that Bulk Plan (shipment building) can be aware of/ informed by, fleet/ driver-
related information, without incurring the overhead of actual driver/ fleet assignments.

– Notional Drivers
– Shifts/ Resource Schedules
– Work Assignments
– Planning Logic Considerations

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Fleet Aware Bulk Plan (FABP)
– Notional Driver
• as apposed to actual drivers

– Introduce the idea of a [Driver] Resource Availability/ “shift”:

• New Business Objects: “Resource Schedule” / “Resource Schedule Instance”
– When and Where are the Drivers available and for how long?

– New Business Object: “Work Assignment”

• String of shipments, informed by Resource Schedule Instances
• Future: Manipulate on a Gantt Type workspace

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Fleet Aware Bulk Plan (FABP)
– Planning Considerations:
• Driver Only
• Leveraging continuous moves concepts, New algorithms
• Actions: Assigning Driver, Creating/ Disbanding of Work Assignments.
• Future: Other objects: Power Units, Equipment
• Future: New object functions: smooth the work across available drivers –etc.

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 Fleet Workbench
•ADF Based

• The new Advanced Layout

• New look and feel

• Work Bench Designer

• Integrated Maps
• Here
• ALK

• Gantt Chart

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Direct Connect: ALK Maps, HERE.com
– Direct Map-Based Connectivity:

• In lieu of going through Spatial/ e-Location

• Web Service Based (licensed)
• Great Performance!
• Fully Integrated with Fleet Work Bench
• Take advantage of additional vender data: Weather, Traffic etc.

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User Experience

17
User Experience for 6.4.0
• Focus on improving the usability of OTM
• Introducing the ADF technology to build some Uis
– Rate Maintenance
– Workbench
– Some finders (Rate Maintenance and Workbench)
– Shipment Visibility
• Shipment Visibility
– Displays basic shipment information along with tracking event information for a given
shipment in a graphical format.
– Allows a business user to quickly determine the status of a shipment and how it’s
progressing through its stops

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User Experience for 6.4.0
• Focus on improving the usability of OTM
• Introducing the ADF technology to build some Uis
– Rate Maintenance
– Workbench
– Some finders (Rate Maintenance and Workbench)
– Shipment Visibility
• Shipment Visibility
– Displays basic shipment information along with tracking event information for a given
shipment in a graphical format.
– Allows a business user to quickly determine the status of a shipment and how it’s
progressing through its stops

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Shipment Visibility
• The new Shipment Visibility screen is separated into 2 components:
– Scoreboard
– Diagram
• The Scoreboard Component displays key shipment data elements in cells
• The Diagram is the illustration of the Shipment’s stops and their associated
events
– Control Panel
– Overview Panel
• A user can drill into a subset of related details

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Shipment Visibility – New Smartlinks

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Shipment Visibility - Scoreboard
• The Scoreboard displays basic shipment data in a set of cells.

• The Shipment ID and Service Provider are links and provide additional
details in popup screens

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Shipment Visibility - Diagram

• Large circle image for each stop.

– Stop Date determined by checking Actual first. If it is not there, then Estimated, and if not
there, then displays the Planned.
• Small circle image under a stop or stop link indicates the number of Tracking
Events
• A green arrow icon( ) represents where the last event was recorded, either
– Under a Stop icon (as in this example)
– On link to indicate the last event occurred between 2 stops

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Shipment Visibility – Stop Color Logic
• Gray
– When no event is recorded for the stop and no actual arrival date/time is present, even
though events might be recorded for any of the next stops.
• Green
– When the actual arrival date/time of the shipment is equal to or within 30 minutes of the
planned arrival date/time.
• Yellow
– When the actual arrival date/time of the shipment is between 30 and 60 minutes of the
planned arrival date/time.
• Red
– When the actual arrival date/time of the shipment is more than 60 minutes later than the
planned arrival date/time.

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FTI

25
FTI – Upload Targets
OTM FTI
Separate ETL

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FTI – Dashboard Design

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FTI – Simplified Map Implementation

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FTI – Simplified Map Implementation

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FTI – New Data
• Shipment Facts vs. Rates
• Shipment & Invoice Facts vs. Equipment Groups

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GTM

31
Oracle Global Trade Management
Go-to-Market Strategy Delivers…
GTM 6.1 GTM 6.3 GTM 6.4
High Tech Exports Complex Global Exports Supplier Selection
Industrial Mfg/Life Sciences Basic Imports based on ELC
Replace Vastera Aerospace & Defense Full pre-entry process
- Customs Value
- Duty & Tax
- ELC for visibility

Release Strategy
6.1 6.2 6.3 6.3.3 6.4 6.4.x

Early Adopter Support

GTM 6.2 GTM 6.3.3

Oracle/Sun Rollout Expanded Trade Content
Oracle Customers Complex Import Classification
ERP Integration
wanted GTM Global Trade Analytics

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Global Import Process

Classify
New Calculate
Choose Suppliers
Products Landed Costs
Screen Suppliers Receive
Goods
Create PO
Post Entry
Audit &
Payment
Manage Country
Customs Filing
of Origin
& Clearance
Ship Goods Calculate
Fulfillment Pre-Entry Value & Duty
Visibility Preparation

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Oracle Confidential –
Oracle Global Trade Management
Product Family
Classify
Global Trade Management
Content Management
Master Data Management
Product Classification
Restricted/Sanction Screening
Landed Cost Simulator
Screen Execute File / Report Audit
Global Trade Management
Trade Compliance Customs Management Global Trade Intelligence
Trade Control Determination Customs Policy Management Trade Analytics
Policy Management Shipment Consolidation Global Trade KPI Library
License Management Customs Filing + AES Import & Export Dashboards
ITAR Compliance Customs Documents Mobile BI Platform
Custom Valuation
Duty & Tax Calculation
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Oracle Global Trade Management 6.4.0
New Product Innovation Platform Extensibility User Experience

• GTM: Estimated Landed Cost Simulation • GTI enhancements • User Experience (Fuse+)
for sourcing decision making • Landed Cost Simulator
- Customs Value
- Duty & Tax Value
- ELC Value
- Financial benefits of available FTAs
• Customs Management:
- Customs Value
- Duty & Tax Value
- ELC Value

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Global Trade Management Landed Cost Simulator
Feature Set Which sourcing option
is the best considering
available preferential
• Comparison of different sourcing programs?
options (max 3)
• Customs valuation
• Duty & Tax calculation
• Flexible Estimated Landed Cost
formula
• Estimation of Cost Components
based on different criteria
• FTA financial benefit visibility

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 Integration with Descartes

• Country of Import
GTM GTM
/Product Info Entry • Calculate Customs
• Make necessary • Calculate ELC
• Sourcing Options Value, Duty&Tax
calculations • Display results
Entry Values for general
• Send required info to and FTA rates
• Sourcing Details Entry
Descartes

GTM Descartes

Visible to User
Runs at the backend
Out-of-box integration
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Customs Management Landed Cost Estimation
Feature Set

Which duty and taxes

apply to my
• Customs Valuation shipment?
• Duty & Tax Calculation
• Flexible Estimated Landed Cost
formula
• Estimation of Cost Components
based on different criteria for
visibility

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Business Scenario
• BuyerUk Inc. Located in Peterborough, UK is producer of pumps used in
engines:
– Receives more orders than forecasted from their customers.
– Needs to find alternative supplier for Bearings (HS GB 8482400000).
• Sam is from Procurement Department:
– searches globally and gets three different offers from two suppliers:
• Option 1: India with air
• Option 2: China with air
• Option 3: China with ocean (no speed production so the product price is much more less)
– needs to make decision for
• Which option to choose. It may be possible to cancel some of the customer orders if the cost
difference is very high between option 1,2 and 3. In other words, is it worth to accept all orders from
customers?
• asks Lucy, the ELC Analyst, for the Estimated Landed Costs for each option.
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 “Which option is the
best choice?”

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Cost Components based
on customer preference –
as many as they want

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 Different levels of
result analysis

Visibility to all
Duty&Tax Options

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 Detailed ELC analysis for
Option 1

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 Visibility to details for
all options

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 “Which cost category
has the highest
value?”

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