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Adding Value to your Transportation Processes Mark McMonagle VP Solutions Engineer Operations Simplifying Your Shipping.

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Presentation on theme: "Adding Value to your Transportation Processes Mark McMonagle VP Solutions Engineer Operations Simplifying Your Shipping."— Presentation transcript:

1 Adding Value to your Transportation Processes Mark McMonagle VP Solutions Engineer Operations Simplifying Your Shipping

2 Adding Value to your Transportation Processes Simplifying your Non-Production Shipping QAD TMS Overview -Transportation Management -Global Trade Management -Trade Compliance -Package Exception Management Live Software Demonstration Available On Demand Recap of Benefits Q&A Agenda Simplifying Your Shipping

3 Return on Investment Reduce Transportation Costs -Consolidations, Rate Shopping, Routing Guide Automate Manual Processes -Reduce keystrokes and duplicate processes -Error Free and compliant International Paperwork and Manifests -Reduction in Overtime -Reduce Headcount Increase opportunities for consolidations -Zone Skipping, Group destinations Eliminate some 3 rd party activity QAD TMS - Adding Value to your Transportation Processes

4 Automotive Industry Challenge -Meet Industry Standards (e.g. AIAIG & Odette Shipping Labels / documents) -Customer-specific document and label requirements -Customer Routings based on weight/carrier -Scheduled / Consolidated Shipments Solution -Automate label creation based on product / customer -Maintain customer-specific routing instructions electronically -Consolidate shipments by customer for scheduled deliveries Transportation / Trade Challenges & Opportunities by Industry

5 Consumer Products Challenge -Control Shipment Costs (esp. from offshore suppliers) -On-time deliveries / pro-active customer service -Regulatory Compliance for broad base of customers -Collaboration with suppliers for direct delivery to customers Solution -Multi-modal shipments and rate shopping -Restricted party checks and product/country/end use compliance -Visibility & tracking of inbound and outbound Transportation / Trade Challenges & Opportunities by Industry

6 High Tech / Electronics Challenge -On-time delivery for manufacturing lines -Moving parts to spare parts depots / field service engineers -Some hazmat -Return / Repair Mgmt Solution -Automation of key logistics processes via workflow management -Electronic routing guide to support customer-routed shipments and product requirements -Rules-based documentation library ensures cross- border compliance -Product classification for import/export reporting -Package Tracking to ensure on-time delivery -Landed Cost calculations for inventory network optimization Transportation / Trade Challenges & Opportunities by Industry

7 Industrial Challenge -Often hazardous types of shipments -Large / Bulky equipment needing to be broken up into multiple shipments -Multiple drop shipments Solution -Product compliance checks for hazardous shipments -Automate hazmat documentation and label printing -Load building of trucks for multiple drop-offs -Create single manifest for multiple shipments Transportation / Trade Challenges & Opportunities by Industry

8 Life Sciences Challenge -On-time Delivery (e.g. critical drug delivery, for equipment maintenance/repair -Cold Chain Shipping -Product Approvals by Country -Visibility within the Supply Chain Solution -Track inventory from supplier through delivery to customer -Reduce transportation costs through carrier and service-level choice -Automate documentation to meeting country/product-specific regulations -Automate regulatory compliance checks Transportation / Trade Challenges & Opportunities by Industry

9 Logistics Service Providers Challenge -Management / Fulfillment for multiple customers -Reverse Logistics / Return & Repair Management -Need for visibility to inventory movements & locations -Accountability for handling goods across multiple industries/regulatory bodies Solution -A single system for transportation, global trade and compliance -Visibility to multiple clients, locations, inventory and transportation tracking -Return labels and tracking of inbound shipments Transportation / Trade Challenges & Opportunities by Industry

10 Retail Challenge -Often high volumes of shipments -Visibility to supply chain to match demand with inventory availability -Control of transportation costs -Need for import / export compliance as new suppliers and markets are developed Solution -SOA deployment of PRECISION for high volume processing -Automated documentation and compliance checks -Supply Chain visibility and tracking of inventory Transportation / Trade Challenges & Opportunities by Industry

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12 Base Supply Chain Portal & Transportation Tracking Global Trade Management Transportation Management Trade Compliance Package Exception Management Database Set of Rules and Workflow User Interface (black box / interactive) Shared Architecture …based on 1 QAD TMS Solution Overview

13 QAD TMS Base

14 Key Master TablesFunctionalityStandard Integrations Partners* Workflow QAD SE / EE Applications Products* Rules/Rulebooks Other ERP Systems Languages (Includes Translations) QADTMS ePage (Form Design) Any WMS System Edit Codes (Numeric Formats) Document Production and Distribution (Note: This does NOT include Document Library – See GTM) Units of MeasureDocument Imaging CurrenciesSecurity Setup Transaction Types*Packing Pack Types*Dataflow (Create Master Shipment) Cost/Charge Codes*XML Data Exchange Utility Hazmat UN Codes*Highway (Messaging Subsystem) Functional Breakdown: QAD TMS Base

15 Transportation Management

16 Carrier-Related Functionality FunctionalityKey Transportation Documents & Labels Certified / Approved Carriers ( Refer to Topic 029 – Per Carrier Functionality) Routing GuidePacking List Generate Tracking Numbers (Pro #s / Waybill #s) Charge Table/Rate Maintenance (All modes, spreadsheet updates) Bill of Lading (BOL) Label Production (Carrier Compliant for Integrated Carriers) Rating (Other non-carrier charges, e.g., handling, insurance) Generic Labels Electronic Communication (including End-of-Day Manifesting) Rate ShoppingDispatch / Consignment Notes Carrier Rate Maintenance and Upload Freight QuotingHazardous / Dangerous Goods Notes (ADR, IATA, Sea) Rating (Carrier rates and accessorials) Load Offering ( offer of a shipment, portal for carrier to accept, user selects carrier) Drivers Manifest Transit TimesConsolidations/ Master Shipments Carrier Consolidations (FedEx Intl Priority Distribution – IPD, UPS WorldEase, DHL Breakbulk Zone Skipping Load Building Desktop Shipping Basic Freight Audit (Match carrier invoice to shipping estimates) Functional Breakdown: QAD TMS

17 Sample Worldwide Carrier Coverage

18 Multi-modal Domestic & International Shipping QAD TMS Transportation Management System Certified with 40+ carriers worldwide Automated Routing Guide -Selection of carrier/mode -Adhere to company policy / customer routings Communication with Multiple Carriers -Rate, Label and Manifest Shipments Return Label Support Transportation Visibility in real time Benefits Uniform way of working with all shipments Transportation Visibility Ensure compliance with carrier requirements

19 Standard QAD TMS Features Automatic Hundredweight Consolidation Electronic Communications with Customers and Carriers Carrier Certified Manifests and Labels Automated BOL Generation Automated EOD Manifest Generation Automated HazMat compliance and documentation Automated International Document Generation Buy and Sell rating capable - Could be published vs. negotiated - Negotiated, with uplift applied - Manage Promotions around shipping cost

20 Carrier Certification Programmes Tracking number generation Label Rating -Published / List -Negotiated EOD -FTP, HTTP, other Test Case Validation Carrier Certification

21 Label Rating Engine Tracking Number generation EOD Manifest URL Tracking link Other Carriers - Overview

22 Sender Address Details Receiver Address Details Carrier Code Pro Number (Tracking Number) Barcode of Pro Number Also available without Pro number Customizable reference field Ship Date Total Weight Mailing Label LTL and other Carriers - Shipping Label

23 Zone Skipping Consolidate based on end-point delivery Ship From nearer to final destination Pre-label with alternative Ship From Sample : US to US carrier hub

24 Zone Skipping - Example

25 QAD TMS Invoice Matching Invoice Matching Engine Automated Matching for -Actual Freight Invoice -Estimated Cost Determination of discrepancies Approval of supplier invoices Creation of light shipments

26 QAD TMS Matching Process Shipment Retrieval by tracking number Invoice Cost tends to be Totalled Estimates matched in precedence: -Freight -Fuel -Accessorial charges Variance calculated -Carrier variance (default) -Shipper variance (manually chosen)

27 Multiple departments Different types of shipments Limited or no process in place Time consuming Little oversight Non-Production Shipping Challenges Simplifying your Non-Production Shipping Process According to a study by PARCEL Magazine and the ARC Advisory Group, poor management of desktop shipping can lead to shipping cost increases of at least 20% on a yearly basis.

28 Empower employees Control Freight Usage Streamline handling in your mailroom / dock Automate documentation Gain visibility to costs Consolidation of carriers / accounts Opportunities for Improvement Non-Production Shipping Opportunities One high-tech firm found that they had 73 different contracts in place with parcel carriers around the world. By consolidating that to three or four carriers that could serve the entire company, they found they would save an estimated 10% from their annual parcel spend.

29 Departments and people across your company Who Uses Desktop shipping? Non-Production Shipping Shipping things like -Samples -Engineering pre-production products -Marketing materials -Documents -Internal assets (Equipment)

30 Why Use Desktop Shipping? Non-Production Shipping Benefits ARC Advisory Group, The High Cost of Desktop Shipping

31 Package Exception Management

32 Shipment Tracking Challenges On-time delivery is critical for time- sensitive products Missed deliveries means penalties and damages customer satisfaction Lack of visibility to shipments after they leave your door Inability to track every package due to shipment volumes Too much time spent looking up tracking numbers via individual carrier websites

33 Operational and Carrier Challenges No visibility to inbound / return shipments Claims are not always made for lost/damaged shipments due to lack of resources No easy way to analyze carrier and service- level usage across the organization We rely on the carrier to tell us how they performed Invoicing cant happen until Proof-of-Delivery is obtained

34 A Day in the Life of a Typical CSR Time Consuming / Inefficient Ad hoc Tracking Activities Customer calls Look up shipment Carrier Web site / System Call Advise customer of delivery status Customer Request Lost / Damaged Shipment Look up shipment Carrier Web Site / System Call Raise a Tracer Lost or Damaged Finance needs POD Look up shipment Carrier Web Site / System Call Screen shots / off-line notes of delivery info Revenue Recognition

35 Control Tower Ship In-transit AlertManage Deliver Report Package Exception Management

36 PEM: Delivering Value Get Control Tower Visibility and Management Shipments In-transit Inbound, Outbound and Return Shipping Automated Alerts Pro-Active Exception Management and Communication Automated Proof-of-Delivery Reporting With Visibility Across ALL Modes and Carriers Carrier B Carrier C Carrier A More Carriers

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38 Demo ScenariosDemo Scenario description Desktop ShippingManual Shipment (Domestic) Parcel shipment with rate shopping Interfaced Shipment number Demo Scenario UPS Next Air (Domestic) Interfaced Shipment number Demo Scenario UPS Ground Interfaced Shipment number Demo Scenario USPS – Parcel Post Interfaced Shipment number Demo Scenario USA to France (International & Documents generation) Interfaced Shipment number Demo Scenario LTL/TL – YFSY 500 Rated (Domestic) TrackingPackage Exception Management Outbound/Inbound

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40 TMS Deployments with Shipper QAD TMS Client Workflow QAD/TMS ABS_MSTR Order Entry Order Entry Create PreShipper Create PreShipper Create Shipper Create Shipper Packing Consolidation Packing Consolidation Calculate Freight Calculate Freight Shipping Documents Shipping Documents TMS Message / SOA Kick Off Ship Confirm Kick Off Ship Confirm QAD TMS Client Workflow Order Entry Order Entry Create PreShipper Create PreShipper Packing Consolidation Packing Consolidation Calculate Freight Calculate Freight Shipping Documents Shipping Documents TMS Message / SOA Create Shipper Kick Off Ship Confirm Create Shipper Kick Off Ship Confirm QAD/TMS SO_MSTR QAD/TMS ABS_MSTR QAD Warehousing (optional) QAD Warehousing (optional) TMS Deployments with Pre Shipper Most popular integration One interface point at Shipper Creation Option to deploy in background* Compliance Transaction Compliance Transaction Compliance Transaction Compliance Transaction QAD/TMS SO_MSTR Run TMS workflow Process Compliance / Freight Print Documents Run TMS workflow Process Compliance / Freight Print Documents Message

41 TMS Deployments with Discrete Sales Orders QAD TMS Client Workflow QAD/TMS SOD_DET Order Entry Order Entry Create PreShipper Create PreShipper SO Packing List SO Packing List Packing Consolidation Packing Consolidation Calculate Freight Calculate Freight Shipping Documents Shipping Documents TMS Message / SOA QAD/TMS SO_MSTR QAD TMS B lack Box / SOA Order Entry Order Entry Message QAD Warehousing QAD Warehousing TMS Deployments QAD Warehousing Messaging Consolidation Rating / Labels Message SO Shipments Compliance Transaction Compliance Transaction Compliance Transaction Compliance Transaction QAD/TMS SO_MSTR High Volume Parcel Automation Limited TMS processing

42 Deployment Options Available On Demand Global Solution Local Execution Established Express Carrier Network On Premise Traditional deployment behind the firewall Reduce Cost of Ownership On Demand

43 Reduce costs and control usage Empower employees Streamline handling in your mailroom / dock Ensure compliance Visibility to all shipments and cost center usage On Demand for easy on-boarding Save Time. Save Money. No Headaches.

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