Presentation on theme: "Adding Value to your Transportation Processes"— Presentation transcript:
1Adding Value to your Transportation Processes Simplifying Your ShippingAdding Value to your Transportation ProcessesMark McMonagle VP Solutions Engineer Operations
2Agenda Adding Value to your Transportation Processes Simplifying Your ShippingAgendaAdding Value to your Transportation ProcessesSimplifying your Non-Production ShippingQAD TMS OverviewTransportation ManagementGlobal Trade ManagementTrade CompliancePackage Exception Management‘Live’ Software DemonstrationAvailable On DemandRecap of BenefitsQ&ALindaHello and thank you for joining us for this webinar on Precision’s Desktop Shipping functionality. We will first discuss the challenges and opportunities that surround the process of non-production shipping, Mark will then provide an overview and demo of the product with a brief discussion of our On Demand environment, we’ll then recap the benefits and finish with a 10 minute Q&A session.
3Return on Investment Reduce Transportation Costs QAD TMS - Adding Value to your Transportation ProcessesReturn on InvestmentReduce Transportation CostsConsolidations, Rate Shopping, Routing GuideAutomate Manual ProcessesReduce keystrokes and duplicate processesError Free and compliant International Paperwork and ManifestsReduction in OvertimeReduce HeadcountIncrease opportunities for consolidationsZone Skipping, Group destinationsEliminate some 3rd party activity
4Automotive Industry Challenge Solution Transportation / Trade Challenges & Opportunities by IndustryAutomotive IndustryChallengeMeet Industry Standards (e.g. AIAIG & Odette Shipping Labels / documents)Customer-specific document and label requirementsCustomer Routings based on weight/carrierScheduled / Consolidated ShipmentsSolutionAutomate label creation based on product / customerMaintain customer-specific routing instructions electronicallyConsolidate shipments by customer for scheduled deliveries
5Consumer Products Challenge Solution Transportation / Trade Challenges & Opportunities by IndustryConsumer ProductsChallengeControl Shipment Costs (esp. from offshore suppliers)On-time deliveries / pro-active customer serviceRegulatory Compliance for broad base of customersCollaboration with suppliers for direct delivery to customersSolutionMulti-modal shipments and rate shoppingRestricted party checks and product/country/end use complianceVisibility & tracking of inbound and outbound
6High Tech / Electronics Transportation / Trade Challenges & Opportunities by IndustryHigh Tech / ElectronicsChallengeOn-time delivery for manufacturing linesMoving parts to spare parts depots / field service engineersSome hazmatReturn / Repair MgmtSolutionAutomation of key logistics processes via workflow managementElectronic routing guide to support customer-routed shipments and product requirementsRules-based documentation library ensures cross-border complianceProduct classification for import/export reportingPackage Tracking to ensure on-time deliveryLanded Cost calculations for inventory network optimization
7Industrial Challenge Solution Transportation / Trade Challenges & Opportunities by IndustryIndustrialChallengeOften hazardous types of shipmentsLarge / Bulky equipment needing to be broken up into multiple shipmentsMultiple drop shipmentsSolutionProduct compliance checks for hazardous shipmentsAutomate hazmat documentation and label printingLoad building of trucks for multiple drop-offsCreate single manifest for multiple shipments
8Life Sciences Challenge Solution Transportation / Trade Challenges & Opportunities by IndustryLife SciencesChallengeOn-time Delivery (e.g. critical drug delivery, for equipment maintenance/repairCold Chain ShippingProduct Approvals by CountryVisibility within the Supply ChainSolutionTrack inventory from supplier through delivery to customerReduce transportation costs through carrier and service-level choiceAutomate documentation to meeting country/product-specific regulationsAutomate regulatory compliance checks
9Logistics Service Providers Transportation / Trade Challenges & Opportunities by IndustryLogistics Service ProvidersChallengeManagement / Fulfillment for multiple customersReverse Logistics / Return & Repair ManagementNeed for visibility to inventory movements & locationsAccountability for handling goods across multiple industries/regulatory bodiesSolutionA single system for transportation, global trade and complianceVisibility to multiple clients, locations, inventory and transportation trackingReturn labels and tracking of inbound shipments
10Retail Challenge Solution Transportation / Trade Challenges & Opportunities by IndustryRetailChallengeOften high volumes of shipmentsVisibility to supply chain to match demand with inventory availabilityControl of transportation costsNeed for import / export compliance as new suppliers and markets are developedSolutionSOA deployment of PRECISION for high volume processingAutomated documentation and compliance checksSupply Chain visibility and tracking of inventory
12QAD TMS Solution Overview Supply Chain Portal &Transportation TrackingBaseTransportation ManagementPackage Exception Management…based on 1There are a number of main components available as part of the Precision application.Our clients are able to turn on or turn off components as they see fit or as their business requirements dictate.<CLICK> The Base component is the core of the Precision Solutionit contains:The DatabaseOver 400 Reports and Report TemplatesAnd Utilities such as ePage– which allows you to be more self sufficient in creating or modifying documents. <CLICK>The TMS component allows you to perform Routing and Rating of your shipments and also generates labels and documents required for your shipments automatically.We also have the Global Trade Management module, which allows you to produce International documents as required. It also provides customs integration – such as AES filing here in North America or ATLAS filing in Germany.We also have the Trade Compliance module. This module provides fordenied party and embargoed country screeningIt also provides license management capabilities for any licensed goods you may be shipping.The Package Exception Management module, provides tracking and traceing and carrier communications capabilities. It allows you to perform pro-active shipment management from your dock door through to delivery.And finally – we also have the Supply Chain Portal component available – This module allow you to track and manage inbound shipping and purchase orders.The Supply Chain Portal is a bit separate from the rest of the product suite in that we offer it as a hosted solution with a separate database. We do this for security reasons... so that your suppliers cannot see your shipping data. Precision isA Single platform solutionIt is Modular in design – allowing you to implement what you need today and build on it going forward as your needs grow without new software installationIt also provides One interface to support multiple functions and allows multiple deployment options from same instance (such as a black box option, a windows UI, and also a web UI).DatabaseSet of Rules and WorkflowUser Interface (black box / interactive)Shared ArchitectureGlobal Trade ManagementTrade Compliance
14Functional Breakdown: QAD TMS Base Key Master TablesFunctionalityStandard IntegrationsPartners*WorkflowQAD SE / EE ApplicationsProducts*Rules/RulebooksOther ERP SystemsLanguages(Includes Translations)QADTMS ePage(Form Design)Any WMS SystemEdit Codes(Numeric Formats)Document Production and Distribution(Note: This does NOT include Document Library – See GTM)Units of MeasureDocument ImagingCurrenciesSecurity SetupTransaction Types*PackingPack Types*Dataflow(Create Master Shipment)Cost/Charge Codes*XML Data Exchange UtilityHazmat UN Codes*Highway(Messaging Subsystem)This is an overview of the functionality within the TMS Base module.It contains several master tables, so that you can capture data specific to KEFIt also houses functionality such as our workflow engine, and the rules and rule books
16Functional Breakdown: QAD TMS Carrier-Related FunctionalityFunctionalityKey Transportation Documents & LabelsCertified / Approved Carriers(Refer to Topic 029 – Per Carrier Functionality)Routing GuidePacking ListGenerate 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 LabelsElectronic Communication(including End-of-Day Manifesting)Rate ShoppingDispatch / Consignment NotesCarrier Rate Maintenance and UploadFreight QuotingHazardous / Dangerous Goods Notes(ADR , IATA, Sea)(Carrier rates and accessorials)Load Offering( offer of a shipment, portal for carrier to accept, user selects carrier)Driver’s ManifestTransit TimesConsolidations/ Master ShipmentsCarrier Consolidations(FedEx Int’l Priority Distribution – IPD, UPS WorldEase, DHL BreakbulkZone SkippingLoad BuildingDesktop ShippingBasic Freight Audit(Match carrier invoice to shipping estimates)Lets start at a very high level of what is in TMS. We have broken out the Transportation Management module in to Carrier-Related Functionality, General Functionality, and Key Documents and LabelsThe solution automatically generates carrier labels and documents while managing carrier rates and service updates.The solution allows you to take advantage of Rate Shopping, Freight Quoting, Zone Skipping and also Desktop (or Manual) shipping (which is used for the shipping of non-inventory items)And these are some of the key documents we support in TMS.
18QAD TMS Transportation Management System Multi-modal Domestic & International ShippingCertified with 40+ carriers worldwideAutomated Routing GuideSelection of carrier/modeAdhere to company policy / customer routingsCommunication with Multiple CarriersRate, Label and Manifest ShipmentsReturn Label SupportTransportation Visibility in real timeOne of the Main goals for our TMS solution is to automate the overall shipping experience as much as possible. We do this by leveraging our Automated Routing Guide.When a transaction is created, we analyze the data elements of the shipment and we can do a freight shop behind the sceens and assign the correct carrier and service to the shipment – based on your company policies or a customers routing request.The TMS has the capability to communicate with several carriers at once in order to route and rate your shipments while also automatically generating all of the required shipping labels and documents.We also provide real time Transportation visibility, which means that an end user can see the actual status of their shipments as they are being processed.Some of the Key features of TMS are:Multi carrier support and Multi mode support – you can ship with couriers, and parcel carries such as UPS, Fedex, DHL, Purolator, LTL carriers like Yellow Freight, truckload carriers like JB Hunt, and also Air carriers and Ocean carriers within a single applicationIn a single step, we can route your shipments, rate them, and generate your labels and documents automatically.Under your support agreement, PRECISION will maintain carrier certifications in line with the carrier requirements.The DATA CONTENT is managed by PRECISION for Rating and Routing via our Data subscription serviceBenefitsUniform way of working with all shipmentsTransportation VisibilityEnsure compliance with carrier requirements
19Standard QAD TMS Features Automatic Hundredweight ConsolidationElectronic Communications with Customers and CarriersCarrier Certified Manifests and LabelsAutomated BOL GenerationAutomated EOD Manifest GenerationAutomated HazMat compliance and documentationAutomated International Document GenerationBuy and Sell rating capableCould be published vs. negotiatedNegotiated, with uplift appliedManage Promotions around shipping costLet’s dig a bit deeper and talk about what is standard in QAD TMS that can benefit you.It automatically performs hundredweight consolidation, based on what you actually load onto the truck.We can generate your labels and documents automatically, including BOL’s if you are shipping LTL or truckloadWe can also automatically generate any required international or hazmat documents.We also have the ability to perform buy and sell rating – which means…You can have rates in the system that represent what you pay for shipping, with another set of rates that represent what you are billing the customer for shipping.These rates could represent the published rates and your negotiated rates.You could also have negotiated rates with an uplift applied if you desire.
20Carrier Certification Carrier Certification ProgrammesTracking number generationLabelRatingPublished / ListNegotiatedEODFTP, HTTP, otherTest Case ValidationWhen we speak of Certified Carriers, that means that we have received certification from over 40 carriers.This means that we can correctly generate tracking numbers, shipping labels, perform accurate rating, and EOD manifestingWe also do test case validation with each implementation, to ensure that you will have no issues with your certified carriers.
21Other Carriers - Overview LabelRating EngineTracking Number generationEOD ManifestURL Tracking linkWhen we speak of non-certified carriers, we are typically talking about any mode other than small parcel.For non-certified carriers:We can generate Shipping labels and documentsWe can rate these shipments as we support a vast array of rate structuresWe can generate tracking numbers (or PRO numbers), complete with Check Digits if requiredWe can perform EOD manifesting, which may be electronic or may simply be the printing of the driver manifest
22LTL and other Carriers - Shipping Label Sender Address DetailsReceiver Address DetailsCarrier CodePro Number (Tracking Number)Barcode of Pro NumberAlso available without Pro numberCustomizable reference fieldShip DateTotal WeightMailing Label22
23Zone Skipping Consolidate based on end-point delivery Ship From nearer to final destinationPre-label with alternative Ship FromSample: US to US carrier hub
25QAD TMS Invoice Matching Invoice Matching EngineAutomated Matching forActual Freight InvoiceEstimated CostDetermination of discrepanciesApproval of supplier invoicesCreation of ‘light’ shipments
26QAD TMS Matching Process Shipment Retrieval by tracking numberInvoice Cost tends to be TotalledEstimates matched in precedence:FreightFuelAccessorial chargesVariance calculatedCarrier variance (default)Shipper variance (manually chosen)
27Non-Production Shipping Challenges Simplifying your Non-Production Shipping ProcessNon-Production Shipping ChallengesMultiple departmentsDifferent types of shipmentsLimited or no process in placeTime consumingLittle oversightLindaAccording 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.
28Opportunities for Improvement Non-Production Shipping OpportunitiesOpportunities for ImprovementEmpower employeesControl Freight UsageStreamline handling in your mailroom / dockAutomate documentationGain visibility to costsConsolidation of carriers / accountsLindaOne 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.
29Who Uses Desktop shipping? Non-Production ShippingWho Uses Desktop shipping?Departments and people across your companyShipping things likeSamplesEngineering pre-production productsMarketing materialsDocumentsInternal assets (Equipment)Mark
30Why Use Desktop Shipping? Non-Production Shipping BenefitsWhy Use Desktop Shipping?Mark:Based on a survey of over 500 companies by ARC Advisory Group, Customers who implement DTS do so to:Visibility to multiple carrier and services rate shoppingControl service options and accessorial usageApply dynamic routing guide (Business Rules applied over Carrier Rules)Streamline the mail room / warehouse processing and productivityAbility to negotiate better rates based on total enterprise spendAutomated domestic and international document generationSingle system of recordEase of use….Clients not having to create “orders” or “memo items” to generate manual shipmentsClient manage by exception, while the technology automates routine tasksARC Advisory Group, The High Cost of Desktop Shipping
32Shipment Tracking Challenges Lack of visibility to shipments after they leave your doorInability to track every package due to shipment volumesToo much time spent looking up tracking numbers via individual carrier websitesOn-time delivery is critical for time-sensitive productsMissed deliveries means penalties and damages customer satisfaction
33Operational and Carrier Challenges No visibility to inbound / return shipmentsClaims are not always made for lost/damaged shipments due to lack of resourcesNo easy way to analyze carrier and service-level usage across the organizationWe rely on the carrier to tell us how they performedInvoicing can’t happen until Proof-of-Delivery is obtained
34A Day in the Life of a Typical CSR Time Consuming / Inefficient Ad hoc Tracking ActivitiesCustomer callsLook up shipmentCarrier Web site / SystemCallAdvise customer of delivery statusCustomer RequestLost / Damaged ShipmentCarrier Web Site / SystemRaise a TracerLost or DamagedFinance needs PODScreen shots / off-line notes of delivery infoRevenueRecognition.
36PEM: Delivering Value Get “Control Tower” Visibility and Management Shipments In-transitInbound, Outbound and Return ShippingAutomated AlertsPro-Active Exception Management and CommunicationAutomated Proof-of-DeliveryReportingCarrier ACarrier BCarrier CCarrier DPEM is an internet enabled centralized portal that provides visibility, event, and exception management of your shipments from your dock door thru to delivery.PEM can be used…for any carrier regardless of mode or service levelfor inbound and outbound shippingfor shipments that are domestic or internationalThe Exception Management features of PEMalert you to an Anticipated delivery commitment failures, so you can Pro Actively communicate with your customer and carriersPEM can also notify you of a lost or damaged shipment, so that you can submit a tracer with the carrier.More CarriersWith Visibility Across ALL Modes and Carriers
37QAD TMS Demonstration Mark Checkpoint – have we covered the issues that you expect us to cover.Are there any functional questions so far before we actually go into the software?Any concerns yes/no – what are they.* Recap as we go into presentation – that this will be a BLACKBOX implementation. Screens are being displayed purely to illustrate functional support. So as in PF Europe this will be predominantly a BLACKBOX approach.
38Demo Scenario description Demo ScenariosDemo Scenario descriptionDesktop ShippingManual Shipment (Domestic) Parcel shipment with rate shoppingInterfaced Shipment numberDemo Scenario UPS Next Air (Domestic)Interfaced Shipment numberDemo Scenario UPS GroundInterfaced Shipment numberDemo Scenario USPS – Parcel PostInterfaced Shipment numberDemo Scenario USA to France (International & Documents generation)Interfaced Shipment numberDemo Scenario LTL/TL – YFSY 500 Rated (Domestic)TrackingPackage Exception Management Outbound/InboundThese are the scenarios that I will be showing you within the software.STOP HERE – GO TO WEB UI
40TMS Deployments with Shipper Most popular integrationOne interface point at Shipper CreationOption to deploy in background*7.1.1OrderEntry7.9.1CreatePreShipper7.9.2CreateShipperQADQAD/TMSABS_MSTRQAD/TMSSO_MSTRPackingConsolidationCalculateFreightShippingDocumentsTMSClientWorkflowKick OffShip ConfirmMessageComplianceTransactionTMSMessage / SOARun TMS workflowProcess Compliance / FreightPrint DocumentsTMS Deployments with Pre Shipper7.1.1OrderEntryQADWarehousing(optional)QAD7.9.1CreatePreShipperQAD/TMSABS_MSTRQAD/TMSSO_MSTRPackingConsolidationCalculateFreightShippingDocumentsTMSClientWorkflowCreate ShipperKick OffShip ConfirmTMSMessage / SOAComplianceTransaction
42Deployment Options Available On Demand Global Solution Local Execution Established Express Carrier NetworkOn PremiseTraditional deployment behind the firewallReduce Cost of OwnershipOn DemandMarkRapid and simple to deployNo software to install, no updating requiredNo hardware to maintainEasy On BoardingEstablished Carrier NetworkPredictable & cost effectiveGlobal solutionDeploy users anywhere in worldReliable and scalable> 99.5% availabilityusersSecure & risk freeSAS 70 Type II secure data centersOff site back up & disaster recovery>200 support professionals
43Save Time. Save Money. No Headaches. Reduce costs and control usageEmpower employeesStreamline handling in your mailroom / dockEnsure complianceVisibility to all shipments and cost center usageOn Demand for easy on-boardingLindaCarriers / service levels / accessorialsRules-based, easy-to-use web user interfaceElimate dual entry of infoBusiness policies and proceduresInternational documentationEasy access / easy on-boarding / reduced costReduce shipping costsVoluntary rate shoppingMandatory rating & routing enforcementAdd local carriers that add value and reduce costAccessorial reduction (e.g., address correction)Redirect interoffice shipments from commercial carriers to internal pouch networkReduce labor costsCost center accountingReduce riskEliminate delays in international shipmentsIncrease shipping complianceIncrease business compliance with unified audit & reporting
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