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Transportation & Global Trade Product Development Update Jim Mooney Vice President, Logistics Development July 2013
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3
Agenda
Release Update
Key Functional Initiatives
Hidden Technical Gems
Other Topics – Security, TOIs, Survey
Q&A
And you DEFINITELY don’t want to sit near this kid…
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Release 2.5
Release 1.0
Release 2.0
Release 2.1 Release 2.6
Release 3.0
Global data model and
Java code to provide the
Web-designed infrastructure.
Application integration to the web infrastructure
(industry standard XML).
Provided enhanced
functionality related to early
adopter implementation requirements.
Settlement and content that close the loop on the full
business cycle.
Reporting and status
enhancements based on
operational feedback.
Planning and optimization for multi-tier distribution networks.
Release 3.1 Reporting, Order
Management, and Visibility.
Release 3.5 SCEM, Reporting,
and Order Management
functionality, and security.
Release 3.7 Enhancements
to Inventory Visibility, and Optimization functionality.
Release 4.0 Expand
breadth and depth of the
product footprint.
Enhanced usability
Release 4.5 Freight Forwarding
and Brokerage, Automotive Vertical
enhancements, and Touring Optimization
Founded
Release 5.0 Transportation Sourcing
Load configuration, ITL APIs and workflow, Document
Management, Claims, Appt Scheduling
August 2000
October 2000
March 2001
August 2001
July 2000
March 2000
November 2001
June 2002
October 2002
May 1999
June 2003
June 2004
March 2005
Release 5.5 First release as
Oracle.
May 2006
Nov 2005
Oracle Acquisition
of G-Log
OTM Timeline Foundation built for success
May 2006
Release 5.5 Cooperative Routing, Product Name Change
& Re-Branding, Integration with eBS, Consolidated Tender,
Enhanced UI, Scalability &
Performance, Carrier Commitment ,
FF Enhancements, RIQ with Show Routing.
August 2006
Release 5.5 CU1 Container/Equipment
Visibility, Integration
enhancements, Enhanced Help including
“Show-me” & Custom Help
Merge-In-Transit ID
December 2006
Release 5.5 CU2 Cooperative Route
Execution, Enhanced Air Processing,
Simplified UI for mid-tier,
UI & Dock Scheduling Enhancements.
Release 5.5 CU3 Fusion Transportation
Intelligence, Dock Scheduling Enhancements,
Container Optimization, Shipment Cost
Adjustment, Customer Management
Cooperative Route Execution Enhancements.
May 2007
Release 6.0 Fleet & Asset Management,
Multi-Tier Network Execution,
Siebel Order Capture Integration,
eBS Integration Phase II,
Small Parcel System Integration. Sourcing
FTI
April 2009
OTM Timeline Adding pillars for depth and breadth
Release 5.5 CU4 Fusion Transportation
Intelligence, Dock Scheduling Enhancements,
Sourcing Enhancements,
Parcel CWT Rating, Rail Enhancements,
Optimization Enhancements.
January 2008
Release 5.5 CU5 Dock Scheduling,
Cumulative Broadcast Tenders, Sourcing
Enhancements, Optimization
Enhancements, Service Provider
Assignment Record Management.
June 2008
September 2009
Release 5.5 CU6
Dim Rate Factors Dock Scheduling
Ground Schedules UI / Usability
Configurable Auto-Tendering
Service Provider Assignment
Settlement and Financial Management
Allocation FTI
Cooperative Routing
December 2009
Release 6.1
GTM Fleet Management
Mobile Communications Load Configuration
Freight Payment FTI
Ocean Sourcing Usability
Planning Diagnostics ...and more
December 2010
OTM Timeline Adding pillars for depth and breadth
Release 6.2 GTM
Fleet Management Load Configuration
Financials FTI using ODI LTL Sourcing
Dock Scheduling Order Management Parcel Tracking and
Freight Pay Rail
Usability BI Publisher
Network Printing …and more
Release 6.3 Mobile Apps
GTM Multi-tier
Fleet Management Ship Unit Building
Financials Rate Management
Document Management Order Management Workflow and Event
Management Parcel Tracking and
Freight Pay Rail
Usability …and more
December 2012
• Fleet Management • Shipment Planning
• Multi-tier Networks • Ship Unit Planning • Load Configuration
• Business Intelligence • Execution and Financials
• Rail and Demurrage Management • Parcel Management • Settlement Enhancements • Workflow and Event Management
Enhancements
Sourcing and Rate Management User Experience
User interface enhancements Decision Control Center and Maps Flex Fields
Document Management Technology
Security Performance and Scalability Data Management
Mobility
OTM 6.3 A Wealth of Innovation!
6.3 Rollups (from SIG 2012)
• Released every 4 months • Will be able to patch against specific Rollups • Can 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
6.3 Rollups (from SIG 2012)
• While we will have the ability to patch back: • Backports of bugs will still be on an exception basis • No backports of enhancements
• Same advice from Development: Stay Current! • No official line on Rollup age, but similar to current approach
we will not be able to patch back too many Rollups – they age! • Likely no longer than 1 year (match other Oracle products)
• 6.3.1 will still be largely a bug fix Rollup for forward porting and critical bugs.
6.3 Rollup Schedule Rollup Target
Freeze Code Freeze Dev Handover Available
6.3.1 Jan 13, 2013 Feb 28, 2013 March 31, 2013 Apr 10, 2013 6.3.2 GA – 3 month GA – 2 month GA - 1 month < 12 months 6.3.3 GA – 3 month GA – 2 month GA - 1 month < 12 months 6.3.4 GA – 3 month GA – 2 month GA - 1 month < 12 months
We won’t hold the bus!
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
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Network disruptions (e.g., closed ports) Freight cost changes (e.g., fuel charges) Service provider changes Network design (e.g., new cross-dock) Sustainability impacts Capacity forecasting Sensitivity analysis Optimization parameter tuning
In-Memory Logistics Command Center Use Cases
What-If Planning & Simulations
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Multi-Tier Networks
New multi-tier network optimization algorithm
– OTM automatically discovers all network routing options
– Improved solution quality & performance
– E.g., unlimited number of cross-dock / pooling options
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Demurrage / Detention Demurrage / Detention
– Extra costs for use of carrier’s equipment – Rail cars, ocean containers, etc.
Enhancements – Model demurrage rules (# of free days,
cost / day, etc) – Workflow listens for events and
creates/updates demurrage transaction – Generate settlement and liability reports
Benefits – Lower transportation costs
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Fleet Planning – Slip-seating (truck shared between drivers) – Straight-trucks & kits – Backhaul assignment – Get the Driver Home - opportunistic backhaul
v/s return empty – Find “home” for order – show options on map
Map-based Workspace – Map embedded with Decision Control Center – More map actions
Business Intelligence – Fleet specific metrics & dashboard
Fleet Management Enhancements
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Ship Unit Optimization Load Configuration algorithm was extended to become a generalized
Packing Algorithm – Used to pack ship units into equipment (existing OTM functionality)
– Now also used to pack order lines into Ship Units
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Scenario Option 1 Option 2
• Create one pallet (one ship unit) representing the entire order release
• Ship via LTL at a cost of $95
• Order Release sent to OTM with four packaged items
• Each packaged item weighs 40lbs.
• Mode is unknown when Order Release is created
• Create multiple ship units for the order release
• Ship each ship unit individually via small parcel at a cost of $22/carton
• Total small parcel cost = $88
Ship Unit Optimization Mode Selection Example
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Oracle Global Trade Management 6.3 Product Features by Module
Oracle Global Trade Management
• Global Trade Content • Upload & Maintenance
• Master Trade Data • Items, Parties, & Registrations • Item Templates
• Product Classification • Duty & Tax Visibility • OGA, ADD, CVD Visibility
• Restricted Party Screening
• Sanction Screening
• Document Management
• System Infrastructure • Transaction Processing, Workflow, Messaging, Business Monitor, Security, User Management, Advanced Layout, Work Queues…
Oracle Trade Compliance
• Trade Control Management • License Determination • License Exceptions • OGA, ADD, CVD Screening • Document/Template Determination • Corporate Policy Enforcement • Other Trade Controls
• License Management • License Repository • License Assignment • License Lifecycle
Oracle Customs Management
• Customs Determination • Electronic Filings & Documents • Configurable Global Solution
• Customs Preparation • Virtual Shipment Consolidation • Unit of Measure Conversion • Currency Conversion • Basic Valuation Calculations
• Customs Connectivity • Electronic Filings and Documents • Freight Forwarder & Broker Collaboration Platform
• AES Certification • Direct Connection to AES
Red = New in GTM 6.3
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Promote to Production Flex Fields Integration Data Queues Agent Changes for Direct SQL SQL Hints for UI queries Scalability - Dedicated login server Ability to secure data queries (power data)
Hidden Technical Gems
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Promote to Production
Development
Test
Production
Create Project
• Select Objects • Validate Data
Export
• Export Project • Modify Custom Data
Import
• Import Project • Validate Data
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Promote to Production Release 6.3.1
– Continue to support current approach to P2P using DB.XML – Improve DB XML to support the following:
Remove python dependency / Support Java Support for application cache refresh
Release 6.3.2 – Flexibly identify data to be ‘promoted’, including children – Track promotions / changes (Audit) – Promote data to multiple environments
Release 6.3.3 – Provide DB.XML SQL Files for all Business Objects – Enhanced UI for Project Definition
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Flex Field Support – Flex Columns Flex columns Data Type
ATTRIBUTE1 .. ATTRIBUTE20 VARCHAR2(150)
ATTRIBUTE_NUMBER1 .. ATTRIBUTE_NUMBER10 NUMBER
ATTRIBUTE_DATE1 .. ATTRIBUTE_DATE10 DATE
Tables with Flex Columns
CLAIM IE_SHIPMENTSTATUS OB_SHIP_UNIT RATE_OFFERING
CONSOL INVOICE ORDER_MOVEMENT ROUTE_INSTANCE
CR_ROUTE ITEM ORDER_RELEASE SHIP_GROUP
DEVICE ITINERARY PACKAGED_ITEM SHIPMENT
DRIVER JOB POWER_UNIT SHIPMENT_STOP
EQUIPMENT LOCATION* P_BID VOUCHER
EQUIPMENT_GROUP OB_LINE QUOTE
GTM_TRANSACTION OB_ORDER_BASE RATE_GEO
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Flex Field Support – Flex Columns
Existing Options for Flex Field Text Entry – Simple Text Field – Fixed Drop List using Manager Layout
New v6.3.2 Options for Flex Field Text Entry
– Picklist – Picklist using an OTM Object – Droplist – Droplist using an OTM Object – FixedDroplist - Droplist using VALID_VALUES Table – FlexPicklist – Picklist using Custom SQL Query – FlexDroplist – Droplist using Custom SQL Query
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Integration Data Queues Feature was productized in 6.1
– Not on by default – Controlled by properties and parameter settings
Provides a mechanism for controlling integration flow – Without data queues, all integrations stored in memory – With data queues, integrations kept in a table – You configure how many and how often to bring in
integrations
Allows you to prioritize different messages – Requires ‘moderately intense’ configuration – Future enhancement area to make this less intense
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Security in OTM – Best Practices Guide 1. Install only what is required.
2. Remove unnecessary default user accounts.
3. Enable data dictionary protection.
4. Practice the principle of least privilege. a. Grant necessary privileges only.
b. Revoke unnecessary privileges from the PUBLIC user group.
c. Restrict permissions on run-time facilities.
5. Enforce access controls effectively and authenticate clients stringently.
6. Restrict network access. a. Use a firewall.
b. Never poke a hole through a firewall.
c. Monitor listener activity.
d. Monitor who accesses your systems.
7. Check network IP addresses.
8. Encrypt network traffic.
9. Harden the operating system.
10. Apply all security patches and workarounds.
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Security
If you do nothing else…..
Change your guest.admin password!!
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List of 6.3 TOIs OTM 6.3 Delta TOIs:
Document Management Functional Overview Miscellaneous Enhancements Functional Overview Mobile Site Functional Overview Settlement and Accounting Functional Overview General Execution Improvements Functional Overview Parcel Rating Functional Overview Rating & General Financials Improvements Functional
Overview Rate Inquiry Improvements Functional Overview Transportation Sourcing Functional Overview Fusion Transportation Intelligence Functional Overview Rail Functional Overview Ship Unit Building Functional Overview Demurrage Functional Overview Tracking Events Functional Overview
GTM 6.3 Delta TOIs: AES Filing Functional Overview Customs Duty, Taxes, and OGA Lookup Functional
Overview Customs Shipment Management Functional Overview Document Management Functional Overview Restricted Party Screening Workbench Functional Review License Management Functional Overview
OTM 6.3 Comprehensive TOIs: Truckload Flow
Sourcing Comprehensive Functional Overview - Sourcing Truckload Rates Part 1
Sourcing Comprehensive Functional Overview – Sourcing Truckload Rates Part 2
LTL Flow Sourcing Comprehensive Functional Overview - LTL Rates 1 Sourcing Comprehensive Functional Overview - LTL Rates 2 Sourcing Comprehensive Functional Overview - LTL Rates 3 Sourcing Comprehensive Functional Overview - LTL Rates 4
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COMPANY INFORMATION (please circle selection) Which selection best describes your company? Shipper LSP Consultant Other If you selected ‘Other’ please explain. How long (years) have you used Oracle Logistics software?
Which version of Oracle Logistics was initially deployed? Before 5.0 5.5 6.0 6.1 6.2 6.3
Which version of Oracle Logistics is currently in production? 5.0 5.5 6.0 6.1 6.2 6.3
Which version of Oracle Logistics are you planning to upgrade to? 6.2 6.3.1 6.3.2 6.3.3 6.3.x 6.4
By when? (if applicable) Month/Year: N/A
CLIENT SATISFACTION Very Dissatisfied Dissatisfied Neutral/Fair Satisfied Very Satisfied N/A
Ease of install and upgrade Software Quality Stability and reliability Functional capabilities User Interface / Usability Integration capabilities Performance / Scalability Error messaging & diagnostic capabilities Value derived vs. expected from using Oracle Logistics
Documentation including Online Help Curriculum including Transfers of Information Oracle Logistics Base Product Cooperative Routing Fleet Management Forwarding and Brokerage Freight Settlement Logistics Inventory Operational Planning Sourcing Transportation Intelligence Global Trade Management Trade Compliance Oracle Customs Management Additional Comments:
ORACLE LOGISTICS CUSTOMER SATISFACTION SURVEY
Very Dissatisfied Dissatisfied Neutral/Fair Satisfied Very Satisfied N/A
Please indicate your overall satisfaction with Oracle Logistics.
Additional Comments:
Very Unlikely Unlikely Neutral Likely Very Likely N/A
Please indicate your likelihood of recommending Oracle Logistics to others?
Additional Comments:
PARTICIPANT INFORMATION (Optional)
Name
Title
Company
E-mail Address
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Question #1
Is the product roadmap all about Rollups? Is there a major release being planned? If so, what is the target date?
Rollups are just one vehicle to deliver small to medium sized
enhancements. Major releases will still be needed. The next major release is in the planning / scoping phase, will likely be called 6.4, and targeted for delivery in Oracle’s FY15.
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Question #2
Has OTM team changed their approach to platform support?
Not really, just formalized what we were doing before, AND trying to
align with corporate platforms for multi-application implementations. – We have two levels – supported and certified.
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Question #3
Since Larry now owns an Hawaiian Island, can we get a better (more tropical) location for next year’s SIG?
If the SIG customers buy up some new licenses for LCC and the
hardware to go with it, we will go to bat with Larry for a SIG on his island!!
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 45
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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