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Key Considerations for OTM Cloud Implementations OTM SIG, Singapore Dec 2015
Agenda • • • • • • •
Speaker Introduction About Inspirage Cloud vs On Premise Large complex Cloud implementations Smaller, Rapid Value implementations Inspirage Rapid Value offerings Questions?
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Inspirage is … … a high expertise global consulting firm. We help clients realize breakthrough improvements across the value chain in areas from product ideation through customer delivery. INNOVATION THROUGH EXECUTION ®
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Inspirage offers … Business Consulting • Business Process Management
• Change Adoption • Education & Training • Strategic Advisory Services
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Business Application Implementation • Innovation Management / Agile • Supply Chain Management / VCP
Cloud Services • Hosting • Application Managed Services • Subscription Services (BPS)
• Cloud Advisory Services • Technical Services
• Logistics Management / VCE • Project & Portfolio Management / Primavera
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Global Reach
In
2015,
we worked in over
39
countries around the world.
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Oracle Specializations Partner of the Year
• •
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Certified for OTM Cloud in US, EMEA and APAC Certified for GTM Cloud in the US
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Industry Recognition Analyst Recognition:
2013 ranked among top global consulting firms for Supply Chain Optimization
2014 ranked among top global consulting firms for Logistics Optimization
2014 & 2015 List INNOVATION THROUGH EXECUTION ®
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Industry Focus We have over 60 value added solutions in 4 main industry verticals
Industrial Manufacturing
INDUSTRIAL MANUFACTURING
HIGH TECH
CONSUMER PRODUCTS
LIFE SCIENCES
Industrial Products, Auto, A&D, Metals, Oil and Gas
Software, Semi Conductor, Outsourced MFG, OEM
Consumer Goods, Retail, Comms, Media & Entertainment
Pharma, Biotech, Medical Device, Distributors
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Focus on Customers HIGH TECH
INDUSTRIAL MANUFACTURING
Oil & Gas OIL & GAS
Consumer CONSUMER Products
LIFE SCIENCES
PRODUCTS
Metals METALS
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Inspirage Logistics Management Practice
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Logistics Management Practice Transportation Management
Transportation Management
• Contract Management
Warehouse Management •
• Order Management
Automates and optimizes material handling
• Forward pick area replenishment
• Shipment Planning
• Dock scheduling and load sequencing
• Execution
• UCC-128 and high volume case picking
• Visibility • Freight Payment
• Over-allocation using WMS rules
• FTI / Reporting
• Directed put-away of reserved LPNs
• Other Functionality
• Advanced wave and labor planning • Pick rules and cross-docking • Enhanced exception handling
Global Regulatory Compliance
• Opportunistic cycle count • Distributed WMS integration and deployment with Oracle EBS
• Global Trade Management • Trade Compliance • Customs Management
Global Regulatory Compliance
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Warehouse Management 11
Logistics Practice…By the Numbers
39%
62
Original G-Log Consultants on our North American team
Global Team Members
Combined number of years of OTM experience
54 20
41 Combined number of years of GTM experience
100%
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Project completion success rate (all of our customers are willing to act as an Inspirage reference)
Number of Inspirage OTM/GTM customers who previously used another implementer
16% 17% Percentage of the team that previously worked for an Oracle customer that implemented OTM
373
433
Percentage of customers that include a non-North American deployment
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Total number of projects
Total number of non-US projects Total number of GTM projects
6 Number of GTM customers at Inspirage (since Oct 2012)
None 56% Number of Inspirage OTM/GTM customers now using other implementers
Percentage of customers that extended their partnership with Inspirage beyond the original agreement
Other 15% JDE 5%
SAP 30% EBS 50%
31%
Breakdown of ERP’s used by Inspirage OTM/GTM customers
Percentage of the Inspirage OTM/GTM team based outside the US
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VCE Leadership Team More depth and breath on OTM and GTM than any other consulting practice
Scott Pulczinski Logistics Management Practice Director
Bob Hart Logistics Management Vice President, Logistics Management • • • •
Many came from G-Log, the founding company of OTM
23+ years in Logistics 15+ years in OTM / GTM First G-Log consultant Created OTM practice at G-Log
Mike Beverlin Logistics Management Practice Director
Eric Rosenbloom Logistics Management Solution Director
• 20+ years in Logistics • Multi vertical experience • Focused on VCE Leadership in • EMEA/Asia
• 20+ years in Logistics • 14+ years in OTM / GTM • One of the original G-Log consultants • OTM / GTM Solution Architect at Oracle
• 20+ years in Logistics • 15+ years in OTM / GTM • Original G-Log developer • Most experienced OTM consultant
Derron Mirtsching Logistics Management Solution Director
Ashwin Rao Logistics Management Practice Manager, India
Hrishikesh Mhatre 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
• 12 years in the Oracle economy • 8+ years in Value Chain • Oracle solutions consultant at TCS • Solution Lead at Infosys
• 10+ years’ experience on OTM • Project Experience in diverse geographies • Lead multiple projects as Solution Architect
Michael Lindsey Logistics Management Director, Solution Architect
• 17+ years in Logistics • 14+ years in OTM / GTM • One of the original G-Log consultant • OTM / GTM Solution Architect at Oracle
Sundar RG Logistics Management Sr. Practice Director, India
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• 20+ years in Logistics • 14+ years in OTM / GTM • Original G-Log Sales Team Member • Oracle Sales and Strategy
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Logistics Management Service Offerings Application Implementation Expertise
OTM GTM WMS
Training
OTM GTM WMS
Value Assessments
OTM GTM WMS
Hosting
OTM GTM WMS
Cloud, BPS and Managed Services
OTM GTM WMS
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Our Logistics Management Customers OTM/GTM ACCOUNTS
WMS ACCOUNTS
Note: All accumulated starting in January 2013 INNOVATION THROUGH EXECUTION ®
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On Premise vs Cloud
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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 INNOVATION THROUGH EXECUTION ®
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
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Large Global Cloud Implementations
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Customer Profile
• 3 Billion USD in revenue • Retail, CPG • Operates in the US, UK, Canada and China • Looking for a quick ROI on investments
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• >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
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Large Global Implementations Project Training
• 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
3rd Party Tools
• Pick an SI who has close collaboration with your 3rd party tool vendor • Budget for sufficient time to test integrated scenarios
Testing
Phasing
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• 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
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Large Global Implementations Integration
Migration
• 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
Governance
• Upgrades are automatic – ensure that regression testing happens as you rollout • Cloud may change the way business is done
Change Management
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• Communicate how this change is going to be brought about
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Rapid Value Implementations
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Rapid Value Implementations Project Planning
• 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
Additional Instances
Testing
Phasing
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• 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
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Rapid Value Implementations Integration
Minimum Rework
Exception Processes
Phasing
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• 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
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Inspirage Rapid Value Offerings
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Outbound Transportation Management •
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
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Outbound Transportation Management • •
Shipment Visibility
Plan Multiple Orders Perform Routing Approval
Receive Outbound Order •
Plan Single Orders
Integration
• •
Order Management Outbound
Process Tender & Response
• •
Automated Manual
Automated Manual
Transportation Planning
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Send Pickup Notificatio n • • • •
Receive Shipment Events
Maintain Shipment
Internal External
• •
EDI Direct Connection Email Carrier portal
• •
Perform Exception Notification
Create Voucher
Create & Approve Invoice
EDI Direct Connection Email Carrier portal Shipment Execution
Shipment Tracking & Notification
Freight Settlement
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High Level Baseline Scope • OTM Modules
• Transportation Modes
– Core OTM
– TL
– Operational Planning
– LTL
– Freight Settlement
– Ocean
• Processes
• Order Management
– Outbound Primary and Secondary
– Manual entry
– Outbound tertiary
– Integration with ERP
• 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
• Shipment Planning – Consolidation – Multi-stops – Multi Leg
• Shipment Execution – Manually via email and OTM screens
• Shipment Visibility – Manually via OTM screens
• Freight Settlement
• OTM Reporting & KPIs • Screen Sets / Layouts – 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
– 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
– Auto Pay processes
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Work Plan / Timeline Pre-Project Work Plan/Category/Task PLAN (PRE-PROJECT)
Week 0
Month 1 Week 1
Week 2
Week 3
Month 2 Week 4
Week 5
Week 6
Month 3 Week 7
Week 8
Week 9
Week 10
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
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Week 11
Week 12
Week 13
Logistics Management Solutions •
Rapid Start Packages (RSP) for OTM/GTM with preconfiguration
•
OTM / GTM Training courses with documentation and videos
•
Rate Loading Portal
•
GTM – Content provider adapter
•
OTM Integration framework
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OTM Testing & Validation
•
OTM Analytics
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Questions?
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Questions & Answers
[email protected]
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[email protected]
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