otm 6.1 / gtm update and agility china case sharing

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OTM 6.1 / GTM Update and Agility China Case Sharing

Next Generation Fleet Management

Added Functional Depth Enhanced Planning & Optimization

• Transportation business intelligence – Green Dashboard, new BI content

• Improved modal support in Transportation Sourcing

• Oracle Spatial integration

Oracle Transportation Management 6.1 Taking it to the next level

• Additional flexibility & control for Dispatch Board

• Enhanced planning logic for drivers and equipment

• Improved Driver Pay process

• Mobile Comm platform for message tracking

• Infusing Fleet Planning into planning engine

• Load Configuration compartment logic

• Extending small parcel rating and planning capabilities

Global Trade Data Repository Next-Generation Screening Global Compliance Platform

• Robust, configurable Restricted Party & Sanction screening engine

• Screen all types of orders from external systems

• Enhanced audit capabilities

Oracle Global Trade Management 6.1 Native Trade & Transportation Solution

• Industry’s first natively developed platform to manage trade and transportation data

• Master Trade Repository for Party and Item Data

• Extensive Product Classification features

• Manage legal, regulatory & corporate compliance policies globally

• Flexibility to model unique corporate compliance landscape

• Identify trade-related controls on cross-border transactions

“The typical $1 billion company can free up $10 million to $40 million in cash by improving its basic trade processes.”

TradeFinance

• Letters of Credit

• Financial Integrations

• Document Sharing

Security

Trade Compliance

• Denied Party Screening• Sanctions• Global Import & Export• Customs Filing

• Party Screening Lists

• Harmonized System Codes

• Country Tariff & Duties

• Trade Agreements

Trade Content

Oracle GTM At-a-Glance

Trade Compliance

• AEO (EU)• C-TPAT Support (US)• ISF (10 + 2)

GTM 6.1 Features Feature Overview Status

Oracle Global Trade Management

Master Trade Data Repository

• Centrally store and maintain all trade-related data for parties and items in one single global source of truth

QA Complete

Product Classification Workbench

• Product Classification lookup and assignment• Detect invalid product classifications (not current)• Product Classification templates & mapping

QA Complete

Restricted Party & Sanction Screening

• Perform compliance screening against denied & restricted entity lists from US and other country & government agencies • Ensure no shipments go to sanctioned territories

QA Complete

Oracle Trade Compliance

Transaction Management

• Manage transactions from multiple external systems to support advanced trade compliance processes

QA In Progress

Compliance Policy Management

• Model unique company global compliance environment through use of highly configurable rules-based engine• Adhere to legal, regulatory and corporate trade policies

QA In Progress

Trade Control Determination

• Identify specific transactional trade controls, such as export licensing, import registration requirements, documents, etc.

QA In Progress

• Content Management• Master Trade Data Repository

• Trade Party Master

• Trade Item Master

• Product Classification• Restricted Party & Sanction

Screening

Key Business Benefits

Oracle Global Trade ManagementFeatures and Benefits

Key Features

• Centrally manage all trade related data worldwide

• Reduce redundant business processes

• Provide visibility and collaboration to trading partners

• Mitigate compliance risk

Target replacement of incumbent screening tools

Basic compliance requirements

• Compliance Rule & Policy Management

• Trade Transaction Management

• Trade Control Determination• Licensing

• Documents

• Other Controls

Key Business Benefits

Oracle Trade ComplianceFeatures and Benefits

Key Features

• Model own unique trade compliance globally

• Centralize trade compliance screening on one platform

• Anticipate transactional compliance milestones

• Mitigate compliance risk

Target companies with advanced compliance needs

Integrated logistics platform – Synchronize processes

Global Trade Content – CUSTOMS Info

• Oracle GTM Content to be provided directly to customers by partner, CUSTOMS Info

• Cooperative Marketing Agreement in process

• Content sold separately, annual subscription• Average RPLS = $15K/yr.

• Specific Oracle GTM Content Catalog (see right)

GTM Product Strategy

• GTM Target Vertical Markets• High Tech• Industrial Manufacturing• Life Sciences• Retail

• Compete & Differentiate • Global compliance model (support any country/group rules)• Single platform for global trade and transportation

• Solicit Early Customer Support • GTM Strategy Council• Strategic Implementation Partners

Oracle GTM Overview What does User get with GTM?

• Native Trade & Transportation Platform• User-Driven Setup and Maintenance

• User-defined, configurable rules• No hard-coded regulations• Company-specific, customized Trade Rules• Does not require Oracle programmers• Changes to regulations made by user, more immediate than

waiting for programming• Content Upload

• Mitigate dependency on IT • Protect In-House Knowledge

• Single, Global Instance (single source of truth)• All Oracle solution

Partner Ecosystem

• Strategic Go-to-Market Partners• Deloitte

• Deloitte Tax and Deloitte Consulting working together to provide regulatory trade expertise and system integration

• GTM Early Access Partner (May – Dec 2009)

• BPE Global and Oracle Consulting• BPE and OCS potential partnership to provide regulatory

trade expertise and system integration

• Strategic Solution (Product) Partners• CUSTOMS Info

• E2Open

• Potential partnership to extend Carrier connectivity platform to Customs

Agility China Case Sharing

Case Background

Sales Process

Benefit of Winning This Case

Where OTM Stands Today

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