planning from a technical perspective
TRANSCRIPT
Demantra Integrationwww.egiusa.com
Presenter
Presentation Notes
Hello, My name is David Johns. I am with Eminent Group and am lucky enough to be able to present to everyone on Planning from a Technical Perspective! Before I really get started, let’s talk about why this is important
2 8/21/2013
Presenter
Presentation Notes
Its Important because Logistics Loves Planning! Planning is one of the key functions to OTM that makes it stand out as well as it does in the industry. Planning has a lot of setup, inputs and constraints that all need to be fine tuned to your business model to make sure that you are getting the most of your OTM, and this presentation will try to touch on the ‘not so common’ pieces
3 8/21/2013
A g e n d a 1. What is Technical Planning? 2. Constraints versus Setup 3. Types of Setup 4. When to Bulkplan 5. Reverse Special Services? 6. A unique Look at Capacity 7. Rate Bases 8. Equipment Reference Units 9. Planning Parameters 10. Logic Configuration 11. Continuous Moves 12. Planning Performance
4 8/21/2013
W h a t i s t e c h n i c a l p l a n n i n g
Presenter
Presentation Notes
So, now that we know why planning is important, lets try to figure out what exactly is the technical side of Planning! I am not here today to present on loading rates or conducting basic multistops, I am going to take a detailed look at the algorithms and code that run behind the scenes and ultimately result in the optimization of your bulk plan. Not really…
5 8/21/2013
Presenter
Presentation Notes
I am sure that is all proprietary and out of our reach, so instead I am going more focus this presentation on Advanced Planning. Everyone is familiar with the common elements of planning
6 8/21/2013
B a s i c P l a n n i n g
X < Y
7 8/21/2013
A d v a n c e d P l a n n i n g
Presenter
Presentation Notes
I am sure that is all proprietary and out of our reach, so instead I am going more focus this presentation on Advanced Planning. Everyone is familiar with the common elements of planning
8 8/21/2013
Ty p e s o f S e t u p
Important to differentiate Dynamic versus Static
9 8/21/2013
C o n s t r a i n t o r S e t u p
• Source/Destination Location
– Pickup and Delivery – Date Emphasis
• Weight and Volume – Maximum Weight Per Bundle – Maximum Volume Per Bundle
• Equipment • Equipment Reference Unit
• Fixed Itinerary • Payment Method • INCO Terms • Ship With Group • Rate
– Rate Offering GID – Rate Geo GID
• Commodity • Special Services • Involved Parties • Order Constraints
10 8/21/2013
O r d e r C o n s t r a i n t s
Presenter
11 8/21/2013
O t h e r O p t i o n s
12 8/21/2013
S h i p m e n t B u i l d
Find Itineraries for Orders
Multi-leg planning
No Yes
Presentation Notes
I am sure that is all proprietary and out of our reach, so instead I am going more focus this presentation on Advanced Planning. Everyone is familiar with the common elements of planning
13 8/21/2013
C o n s t r a i n t s v e r s u s S e t u p
Includes: Item Location Service Level Active / Expired Bundling Opportunity
Presenter
Presentation Notes
Looking for a Visual of Constraints forced at the Order versus Setup that is more associated is non transactional details
14 8/21/2013
W h e n t o B u l k P l a n • Daily?
• Twice Daily?
• Why is it Important?
15 8/21/2013
W h e n t o B u l k P l a n
1+1=0
16 8/21/2013
P a r a m e t e r S e t s
Presenter
17 8/21/2013
No Yes
Workflow Engine
Execution
S T R E A M I N G O P T I M I Z AT I O N W O R K F L O W T R I G G E R E D P L A N N I N G
Presenter
Presentation Notes
Looking for a Visual of Constraints forced at the Order versus Setup that is more associated is non transactional details
18 8/21/2013
C o n s t r a i n t s C o n s
No Bundling / Consolidation No Rate Cost Estimation Service Level Active Override No Capacity Consideration
Auto-plan: Does the Carrier have Finite Capacity?
ABC: $10 XYZ: $50 Savings
$40
Presentation Notes
Looking for a Visual of Constraints forced at the Order versus Setup that is more associated is non transactional details
19 8/21/2013
S p e c i a l S e r v i c e s
Rate Offering: Special Service: 3
Rate Offering: Special Service:Null
Order Spec Svc: 3
Order Spec Service: null
Presentation Notes
Most of you are probably familiar with how Special Services work. If an Order has a Special Service, than only Rate Offerings with that same Special Service can be used to move that order. Liftgate is a common example of a special service. That carrier has liftgate capabilities, but can also serve non Liftgate Orders, whereas that Order can only use Carrier Rates that have the Liftgate
20 8/21/2013
R e v e r s e S p e c i a l S e r v i c e s
Rate Offering: Corp Value:EMI
Rate Offering: Corp Value:Null
Presentation Notes
I like to call Corporation Profiles Reverse Special Services because their purpose is the exact opposite….
21 8/21/2013
C o r p o r a t i o n P r o f i l e
Presenter
22 8/21/2013
A u n i q u e L o o k a t C a p a c i t y
Presenter
Presentation Notes
Service Provider Profiles can be used to specify service provider that can or cannot be assigned to a destination location, however they cannot be used for: Service Provider Profiles are not specific to a Lane – Facility in Chicago and another in LA both Service a customer in Denver…. Service Provider Profiles are not specific to Mode - if you have a 2 TL carrier limitation, but any LTL, you need to specify every LTL ….and Parcel. Capacity can be used to help….
23 8/21/2013
E q u i p m e n t R e f e r e n c e U n i t s
Presenter
Presentation Notes
Can add Additional ones, if what you need is not available.
24 8/21/2013
P l a n n i n g P a r a m e t e r s S e t s
Presenter
Presentation Notes
Planning Parameters are not what they used to be.. .in fact they are no longer Planning Parameters Sets…. But just Parameter Sets. Additionally, there are numerous logic configurations within the parameters sets… Making it quite a difficult task to keep up with knowing what each and everything does.
25 8/21/2013
L o g i c C o n f i g u r a t i o n
Logic Configuration for Solution Improvement
Presenter
Presentation Notes
Setup is referring to constraints in planning that are more master data The two types would be separating transportation limitations from
26 8/21/2013
C o n t i n u o u s M o v e s
Presenter
Presentation Notes
Setup is referring to constraints in planning that are more master data The two types would be separating transportation limitations from
27 8/21/2013
C o n t i n u o u s M o v e s
28 8/21/2013
P l a n n i n g P e r f o r m a n c e
Presenter
29 8/21/2013
Presenter
Slide Number 1
Equipment Reference Units
Planning Parameters Sets
Presenter
Presentation Notes
Hello, My name is David Johns. I am with Eminent Group and am lucky enough to be able to present to everyone on Planning from a Technical Perspective! Before I really get started, let’s talk about why this is important
2 8/21/2013
Presenter
Presentation Notes
Its Important because Logistics Loves Planning! Planning is one of the key functions to OTM that makes it stand out as well as it does in the industry. Planning has a lot of setup, inputs and constraints that all need to be fine tuned to your business model to make sure that you are getting the most of your OTM, and this presentation will try to touch on the ‘not so common’ pieces
3 8/21/2013
A g e n d a 1. What is Technical Planning? 2. Constraints versus Setup 3. Types of Setup 4. When to Bulkplan 5. Reverse Special Services? 6. A unique Look at Capacity 7. Rate Bases 8. Equipment Reference Units 9. Planning Parameters 10. Logic Configuration 11. Continuous Moves 12. Planning Performance
4 8/21/2013
W h a t i s t e c h n i c a l p l a n n i n g
Presenter
Presentation Notes
So, now that we know why planning is important, lets try to figure out what exactly is the technical side of Planning! I am not here today to present on loading rates or conducting basic multistops, I am going to take a detailed look at the algorithms and code that run behind the scenes and ultimately result in the optimization of your bulk plan. Not really…
5 8/21/2013
Presenter
Presentation Notes
I am sure that is all proprietary and out of our reach, so instead I am going more focus this presentation on Advanced Planning. Everyone is familiar with the common elements of planning
6 8/21/2013
B a s i c P l a n n i n g
X < Y
7 8/21/2013
A d v a n c e d P l a n n i n g
Presenter
Presentation Notes
I am sure that is all proprietary and out of our reach, so instead I am going more focus this presentation on Advanced Planning. Everyone is familiar with the common elements of planning
8 8/21/2013
Ty p e s o f S e t u p
Important to differentiate Dynamic versus Static
9 8/21/2013
C o n s t r a i n t o r S e t u p
• Source/Destination Location
– Pickup and Delivery – Date Emphasis
• Weight and Volume – Maximum Weight Per Bundle – Maximum Volume Per Bundle
• Equipment • Equipment Reference Unit
• Fixed Itinerary • Payment Method • INCO Terms • Ship With Group • Rate
– Rate Offering GID – Rate Geo GID
• Commodity • Special Services • Involved Parties • Order Constraints
10 8/21/2013
O r d e r C o n s t r a i n t s
Presenter
11 8/21/2013
O t h e r O p t i o n s
12 8/21/2013
S h i p m e n t B u i l d
Find Itineraries for Orders
Multi-leg planning
No Yes
Presentation Notes
I am sure that is all proprietary and out of our reach, so instead I am going more focus this presentation on Advanced Planning. Everyone is familiar with the common elements of planning
13 8/21/2013
C o n s t r a i n t s v e r s u s S e t u p
Includes: Item Location Service Level Active / Expired Bundling Opportunity
Presenter
Presentation Notes
Looking for a Visual of Constraints forced at the Order versus Setup that is more associated is non transactional details
14 8/21/2013
W h e n t o B u l k P l a n • Daily?
• Twice Daily?
• Why is it Important?
15 8/21/2013
W h e n t o B u l k P l a n
1+1=0
16 8/21/2013
P a r a m e t e r S e t s
Presenter
17 8/21/2013
No Yes
Workflow Engine
Execution
S T R E A M I N G O P T I M I Z AT I O N W O R K F L O W T R I G G E R E D P L A N N I N G
Presenter
Presentation Notes
Looking for a Visual of Constraints forced at the Order versus Setup that is more associated is non transactional details
18 8/21/2013
C o n s t r a i n t s C o n s
No Bundling / Consolidation No Rate Cost Estimation Service Level Active Override No Capacity Consideration
Auto-plan: Does the Carrier have Finite Capacity?
ABC: $10 XYZ: $50 Savings
$40
Presentation Notes
Looking for a Visual of Constraints forced at the Order versus Setup that is more associated is non transactional details
19 8/21/2013
S p e c i a l S e r v i c e s
Rate Offering: Special Service: 3
Rate Offering: Special Service:Null
Order Spec Svc: 3
Order Spec Service: null
Presentation Notes
Most of you are probably familiar with how Special Services work. If an Order has a Special Service, than only Rate Offerings with that same Special Service can be used to move that order. Liftgate is a common example of a special service. That carrier has liftgate capabilities, but can also serve non Liftgate Orders, whereas that Order can only use Carrier Rates that have the Liftgate
20 8/21/2013
R e v e r s e S p e c i a l S e r v i c e s
Rate Offering: Corp Value:EMI
Rate Offering: Corp Value:Null
Presentation Notes
I like to call Corporation Profiles Reverse Special Services because their purpose is the exact opposite….
21 8/21/2013
C o r p o r a t i o n P r o f i l e
Presenter
22 8/21/2013
A u n i q u e L o o k a t C a p a c i t y
Presenter
Presentation Notes
Service Provider Profiles can be used to specify service provider that can or cannot be assigned to a destination location, however they cannot be used for: Service Provider Profiles are not specific to a Lane – Facility in Chicago and another in LA both Service a customer in Denver…. Service Provider Profiles are not specific to Mode - if you have a 2 TL carrier limitation, but any LTL, you need to specify every LTL ….and Parcel. Capacity can be used to help….
23 8/21/2013
E q u i p m e n t R e f e r e n c e U n i t s
Presenter
Presentation Notes
Can add Additional ones, if what you need is not available.
24 8/21/2013
P l a n n i n g P a r a m e t e r s S e t s
Presenter
Presentation Notes
Planning Parameters are not what they used to be.. .in fact they are no longer Planning Parameters Sets…. But just Parameter Sets. Additionally, there are numerous logic configurations within the parameters sets… Making it quite a difficult task to keep up with knowing what each and everything does.
25 8/21/2013
L o g i c C o n f i g u r a t i o n
Logic Configuration for Solution Improvement
Presenter
Presentation Notes
Setup is referring to constraints in planning that are more master data The two types would be separating transportation limitations from
26 8/21/2013
C o n t i n u o u s M o v e s
Presenter
Presentation Notes
Setup is referring to constraints in planning that are more master data The two types would be separating transportation limitations from
27 8/21/2013
C o n t i n u o u s M o v e s
28 8/21/2013
P l a n n i n g P e r f o r m a n c e
Presenter
29 8/21/2013
Presenter
Slide Number 1
Equipment Reference Units
Planning Parameters Sets