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Product Development Update

2014 OTM SIG Conference Singapore

Derek H. Gittoes
Vice President, Product Strategy
October 2014

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Agenda

1 OTM-GTM Cloud
2 Recent Release Highlights
3 Product Information Resources
4 Q&A

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Oracle Transportation & Global Trade
Management Cloud

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Oracle Transportation & Global Trade Cloud
Execution Tracking

• Market–leading Apps
Optimization Payment
– Oracle Transportation Management
– Oracle Global Trade Management Sourcing Reporting
& analytics
Oracle Transportation Cloud
• Delivered via Oracle Cloud
– Software-as-a-Service (SaaS)
Classification Oracle Global Trade Cloud Reporting
– Faster. Cheaper. Better. & analytics
Restricted Party Customs
• Availability Screening
Trade Control
Management
Determination License Document
– Sept 2014 Management Management

– For all sizes, regions, industries

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Oracle Cloud
Oracle prepares you for the digital future

Cloud Applications 1 Digitize business interactions

2 Move at the speed of business


Marketing Sales Commerce Service CPQ

18 leader
3 ratings in SaaS
categories
Talent Projects Procurement Planning & Supply Chain
Management Budgeting

Applications Foundation
CX Foundation HCM Foundation ERP Foundation

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Customers: Who Can Benefit

• Company Size
– Large Enterprises & Mid-Market
– Scalable to meet the needs of mid-size to
large enterprises
• Geographic Regions
– Global availability
– North America, Europe, Middle East & Africa,
South America, Asia Pacific
• Industries
– Manufacturers, Distributors, Retailers &
Logistics Service Providers

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The Cloud Environment
• Software • Dedicated Pod
– Oracle Transportation Management – Dedicated environments for maximized
– Oracle Global Trade Management security & performance

• Cloud Operations support • 1 x Production Environment


– Provisioning, patching, upgrades, maintenance – Main environment for business purposes
– Redundancy/Failover • 1 x Stage Environment
• Cloud Portal – Environment for training and testing
– Documentation, availability dashboards, – Additional environments available at additional
maintenance notifications,… cost

• Product Support
– 24x7 global support

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Pricing

• Subscription–based
– Includes software, support, cloud hosting & delivery
• Metrics
– Transportation: Freight Under Management
– Trade: Revenue
• Cloud Product Options
– Select only the modules that apply to you
– E.g., Planning, Freight Payment
• Not included
– Implementation services
– 3rd party software & services

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Transportation Connectivity Strategy
Fast, Easy, Repeatable, Extensive

• Partner with premier B2B connectivity


providers having broad, deep, and global
networks
• Establish standard transaction sets across all
partners enabling ease, expediency, and
repeatability
• Facilitate collaboration between B2B
partners and OTM implementers
More to come…
• Broad applicability beyond the Cloud!

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Global Trade Content
Fully Managed Global Trade Content from Descartes (CustomsInfo - CI)

CI Team Members CI Normalizes and CI Inspects Data CI Formats Data


Source Content from Catalogs Data Quality into GTM Schema
Around the Globe

Script automatically Script loads CI Notifies Users of


checks for new content updates into Updates Via Email
daily and downloads GTM Cloud

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Cloud Implementation Strategy
Accelerated, Scalable, Simplified

• Accelerated – rapid, cost-effective


deployment in 8 – 10 weeks
• Scalable – drive value, deliver ROI
promptly, then expand the solution and
scale to the needs of the business
• Simplified – leverage strong partner
ecosystem to create pre-packaged
implementation plans

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Cloud Implementation Strategy
Accelerated, Scalable, Simplified

• Preconfigured user interfaces


• Preconfigured integrations
– 3rd party apps (e.g. SMC, PC*Miler), ERP, and a
means for quickly loading base data
• Preconfigured workflows, user roles and
associated security
• Carrier connectivity with B2B partners
• Training and post go-live consultative support
• Much, much more

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Oracle Transportation & Global Trade Cloud
Summary
Execution Tracking
• Best-in-class application
Optimization Payment
• Best-in-class cloud
• Rapid time-to-benefit - live in Sourcing Reporting
& analytics
8 to 10 weeks Oracle Transportation Cloud

• Lower costs, enabled IT


Oracle Global Trade Cloud
• Business innovation and Classification Reporting
& analytics
transformation Restricted Party Customs
Screening Management
• Transportation and Trade for Trade Control
Determination License Document
Management
Everyone! Management

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Recent Release Highlights

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Product Innovation
17 releases in past 9 years

Transportation Fleet LCC, Mobile,


Cooperative Management Customs
Routing

5.5 5.5.3 6.0 6.1 6.3

Transportation Global Trade


Business Management
Intelligence

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Product Innovation
Pipeline of New Capabilities

Current GA ≤ 1 year
release

6.3.5 6.3.6 6.4.0 6.4.1

≤ 1 year ≥ 1 year

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6.3 Rollups
• Released every 4 months
• Able to patch against specific Rollups
• Include more robust enhancements:
– Incremental DB additions
– Incremental XML additions
– Property / Parameter controlled enhanced functionality
• Improved upgrade experience
– Due to more focus on incremental controls – if current
– Working on reducing downtime for Rollups – if current

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6.3 Rollups
• While we will have the ability to patch
back:
– Backports of bugs will be an exception
– No backports of enhancements
• Same advice: Stay Current!
– No official line on Rollup age, but similar to
current approach we will not be able to patch
back too many Rollups
– Likely no longer than 1 year (match other Oracle
products)
• This will likely be the same approach we
will follow with 6.4 Rollups and beyond

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3-D Load Configuration
Enhancements

• User Defined Patterns


– Place multiple items into a unique grouping where
the predefined combination of items efficiently fills
the available space.
– Items can be arranged as a set rather than one item
at a time.
– Define and visualize user defined patterns with a
new user interface.
• Tolerances
– Tolerances allow items to be considered the same
shape and size based on tolerances - i.e., expand the
dimensions that are considered the same for Pattern
based 3D Load building.

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Fleet Management
Enhancements
• Static Route/Ground Schedule Enhancements
– Add/remove orders, stops/locations after releasing a
ground schedule shipment
– Equipment Group changes
– Carrier changes
– Stop time / schedule changes
– Stop sequence changes
– Optional named driver and equipment specified on
Ground Schedule
• Multi-Equipment Shipments
– Multiple equipment to be assigned to one shipment
(doubles, triples, etc.) via fleet actions
– Multi-stop/multi-segment shipments with multiple
equipment (e.g., drop / pick up equipment en route)
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Continuous Move Planning
Enhancements

S1 S2 S1 S2

Shipment 1 Shipment 1

S3 S3

Shipment 2 S4 Shipment 2 S4

D S5 D S5
Shipment 3 Shipment 3

Continuous
S6 Move S6

• New planning algorithms • Use cases


– Better solution quality – Dedicated/private fleet tour planning
– Better performance – 3rd party carrier tour planning

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Oracle Global Trade Management
Product Family
Classify Screen Execute File / Report Audit

Global Trade Management

Global Trade Management Trade Compliance Customs Management Global Trade Intelligence
Content Management Trade Control Determination Customs Policy Management Trade Analytics
Master Data Management Policy Management Shipment Consolidation Global Trade KPI Library
Product Classification License Management Customs Filing + AES Import & Export Dashboards
Restricted/Sanction Screening ITAR Compliance Customs Documents
Mobile BI Platform

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Oracle Global Trade Intelligence
Product Overview

• Configurable dashboards with user-defined


global trade performance metrics
• Monitor metrics against business targets,
benchmarks, and forecasts
• Role-based alerting to ensure the right
personnel are notified of exceptions and
deviations from plan
• Drill down from a metric into supporting
transaction data to pinpoint trouble spots
• Ad-hoc querying and reporting of your customs
and compliance information
• Single platform for trade and transportation
analytics and visibility

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GTM: Trade Item Structure
Bill of Material Support • Classify products at the item
component level for customs
purposes
Components
Classification Type and Code • Identify potential export and import
Example: Watch (Chapter 91) controls at item component level
• Determine the country of origin of
the components of an item based on
a default bill of material
• Provide government agencies the
reports required for item
components of an imported or
exported item
• Support registered bills of materials
with government agencies for import
or export purposes
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Document Management

• Document Storage with CMIS-based


Content Management Systems
– Store documents using content
management systems (CMS) that follow the
Content Management Interoperability
Services (CMIS) standard.
• E.g., Oracle WebCenter Content (WCC), SharePoint
and many others
– Multiple document management systems
can be supported, allowing documents to be
stored in different systems based on
domain, type, or content.

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Cloud - New Features in OTM/GTM
• Promote to Production • Stand-alone BIPublisher 11g
– Create Projects to Promote Configuration Data – WYSIWIG Report Designer
– Export via FTP or Email
• Branding
– Import via File Upload
– Limited Branding via User Interface
– Supports Migration of Custom Properties
– Themes (color scheme and images)
• User Interface for Units of Measure – Upload User Defined Images
– Create New Units of Measure and Conversions • Themes
• Emails
– Set Storage Default and Display Default
• Association to Business Objects via Set Image
• Property Sets Action
• Design Elements of a Workspace
– Create/Modify Properties via User Interface
– Changes are not lost on restart
– Supports logging/notification of property changes

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Oracle Database
In-Memory Option
Powering the Real-Time Enterprise

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Oracle Transportation Management

 Dispatchers perform real-time


monitoring and rerouting when en-
route exceptions occur
 Benefits of instant rerouting:
 Reduction in empty miles and in Driver
turnaround time
 Improved on-time delivery 1030X Faster
 Improved Dispatcher efficiency and • 145M Status Records
Driver retention • 60M Shipment Data Records
• 16K Drivers

From 16 Min to Sub-second


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OTM/GTM Lifetime Support Policy
Release End Premier End Extended End Sustaining
5.5 Nov 2010 Nov 2013 Indefinite
6.0 May 2014 Not Available Indefinite
6.1 Dec 2014 Dec 2017 Indefinite
6.2 Dec 2015 Dec 2018 Indefinite
6.3 Dec 2017 Dec 2020 Indefinite

http://www.oracle.com/us/support/lifetime-support/index.html

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Product Information Resources

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OTM/GTM Documentation: 796594.1
Make Note a Favorite

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Transfer of Information (TOI) Sessions
– TOIs are available to all customers with an Oracle Support contract
– Types of TOIs
• Delta
• Comprehensive
– Available for most versions of OTM/GTM starting with 5.5.
– Direct links to all TOIs available via My Oracle Support Note: 796594.1
(Oracle Transportation Management and Global Trade Management
Documentation and Training Resources, Release 6.x GA)

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Oracle Product Features Tool
Introduction
• The Oracle Product Feature site provides visibility into the features and
enhancements added to a product by release.
– The application is available for all clients and partners to use.
– Review features, compare releases and print various reports.

• Go to
– https://apex.oracle.com/pls/apex/f?p=24153
– Login with your credentials
– Click on the click through agreement and away you go…

• See Appendix for details on how to obtain a login ID, etc.

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Oracle Product Features Tool

Components = Modules =
OTM and GTM Product Options

Feature Tag Cloud


Links to features
by tag

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Questions?

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Appendix: Product Features Tool

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Oracle Product Features Tool
New Product Features

List of features List of all


by Component features by
by Module Component

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Creating a New Account
New Account Setup
Goto - https://apex.oracle.com/pls/apex/f?p=24153

Select
Create Account
Enter Info
Create Account

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Oracle Product Features Tool
Product Family Home Page

OTM/GTM
under
Oracle Value
Chain
Execution
product
section

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Oracle Product Features Tool
Home

Components = Modules =
OTM and GTM Product Options Feature Tag Cloud
Links to features
by tag

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Oracle Product Features Tool
Reporting

“Printed” reports available in


PDF, Word, Excel, HTML or XML
format

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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 of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

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