© 2013 Oldemark LLC Delivering the Buns Wendy’s OTM Implementation Phil Kilgore – Director Solutions ArchitecturePhil Kilgore – Director Solutions October 2 nd 2014 – OOW 2014October 2 nd 2014 – OOW 2014

2 Agenda Company Overiew – Price of Admission Company Overiew – Price of Admission Oracle Portfolio Oracle Portfolio Intro of Bakey, Challenges and Success Criteria Intro of Bakey, Challenges and Success Criteria Oracle Transportation Manager - Phased Implementation Oracle Transportation Manager - Phased Implementation Lessions Learned Lessions Learned R12 upgrade experience R12 upgrade experience Next steps Next steps

3 rd Largest QSR Chain 6500 Franchise and Company Restaurants 39,000 Employees Corporate Headquarters Dublin, Ohio 3 The Wendy’s CompanyThe Wendy’s Company

4 e-Business Demantra Business Intelligence SOA Suite 11G WebLogic EXADATA Wendy’s Oracle PortfolioWendy’s Oracle Portfolio Web Content Management Web Center Oracle Transportation Manager SiteHub MDM

Located Zanesville Ohio 2 Bakeries producing 135 truck loads of buns weekly 1 billion + buns annually 53 Truck Fleet 18 trucks on road daily 6 days per week routes per week from two Bakeries (shipping locations). Each route consists of stops & 1000 miles deliveries weekly 2900 Customers including other brands Checkers, Rally’s, Generic Grocery Brands 5 The New Bakery CompanyThe New Bakery Company

6 Lack of accurate forecasting Labor and Master scheduling Invoicing, POs and Acknowledgements Trucks and routes manually planned Perpetual Inventory control Timely data capture, recording and tracking The Bakery ChallengesThe Bakery Challenges Reduce Transportation Costs Use Perpetual Inventory and Cycle Counting Electronic PO’s, Invoices, Acknowledgments Efficient Use of Raw Materials Real-Time Analysis Tools Yield Optimization Additional Automation

7 Increase average trays per drop Decrease number of annual deliveries per store Reduction in time spent in planning process Allow drivers to select route preferences Reduce amount of product on-hand at time of next delivery. Success CriteriaSuccess Criteria

Phase I – 2011 Implement Demantra Forecasting Load Bun Demand Phase II – 2012 to January 2013 Added Bakery Purpose to SiteHub Develop Demantra to OM Interface Develop OM to OTM Interface Implement Advanced Pricing Implement OTM Develop OTM to OM/Cadec Interface Project Phases and ApproachProject Phases and Approach 8 Phase III – 2013 to July 2014 Implement Cadec to OM Interface

Oracle Transportation Manger Version BPEL & SOA WebLogic Cluster for the Integration Between EBS OM and OTM WebLogic – Application Server EXADATA – OTM Database Server PC*Miler to Support Route Bulk Planning Mileage Between Stops Speed Limits Road Construction & Closures New Roads OTM Infrastructure ComponentsOTM Infrastructure Components 9

10 OTM Infrastructure & IntegrationOTM Infrastructure & Integration

Our Implementation ProcessOur Implementation Process

Pre-Requisites – Phase I – Forecasting RequirementsPre-Requisites – Phase I – Forecasting Requirements 12 Implement Demantra Forecasting Forecast at Raw Item Level for Bakery SKUs Load Historical Bun Demand Develop Initial Load Interface Develop Core Data Refresh Procedure Validate Demantra Results Compare Forecast to Legacy Bakery System

Implementation – Phase IIImplementation – Phase II 13 SiteHub Configuration Configuration of Demantra Configuration of Oracle e-Business Suite (EBS) Inventory Module Implement Advanced Pricing Module Order Management Module Accounts Receivable Module Installation and Configuration of Oracle Transportation Manager Creation of Truck Loads Truck Routing – PC*Miler Creation of Delivery Tickets

SiteHub – Master Data Managment SiteHub – Master Data Managment 14 Added Bakery Location Attributes Latitude/Longitude Needed for Route Planning in OTM Route ID Used in Demantra Worksheets Used as “Ship With Group” in OTM Delivery Ticket Type Company, Franchise, Warehouse/Outside Customer Delivery and Run Instructions Freezer Information (Size Capacity etc)

Demantra Demantra 15 Create Load Planning Worksheets Route Master Worksheet Restaurants, Products, Projections, Date Input Days to Cover Route Trailer Worksheets One for Each Trailer Size (48’, 50’, & 53’) Pick Warehouse, Delivery Date, & Export Create ETL to Process Planned Data to OM Module Validates All Required Data is Entered Validates All Data is Feasible Create Order Actuals Interface Sends Delivered and On-Hand Back From OM Module

EBS – Inventory, Advanced Pricing, & Order Management 16 Inventory Warehouses as Inventory Organizations Create Items & Establish Inventory Advanced Pricing Price Lists Line Modifiers Zone Pricing Surcharges Order Management New Order Types Shipping Methods New Order Line Types Accounts Receivable OM to AR Interface for Bakery Enable DFF on Invoices for Delivery Ticket ID

Infrastructure, Integrations, & Oracle Transportation Manager 17 Installed BPEL & SOA WebLogic Cluster for the Integration Between OM and OTM Standard BPEL interfaces delivery with EBS patch Deploy to SOA Installed PC*Miler to Support Route Bulk Planning Mileage Between Stops Speed Limits Road Construction & Closures New Roads Installed Oracle Transportation Manager Version 6.2.5

Oracle Transportation Manager ConfigurationOracle Transportation Manager Configuration 18 Delivery Calendars Defined Route ID, Delivery Ticket Type, Key Indicator, Run Instructions, & Store Instructions for Order Releases Drivers and Power Units Assigned Power Units to Drivers Hours of Service Rules Daily & Weekly Rules Single & Team Driver Rules Limits on Driving Hours & Activity Hours

Oracle Transportation Manager Configuration (Cont.)Oracle Transportation Manager Configuration (Cont.) 19 Setup All Customers as Locations Setup Regions to Support Denver CrossDock ALL – US & Canada Setup Depot Profiles Allows Routes to be Planned to Return to Origin (Virtual Locations) Setup Service Providers & Service Provider Profiles Fleet Common Carriers Customer Pick-Up

Oracle Transportation Manager Configuration (Cont.)Oracle Transportation Manager Configuration (Cont.) 20 Configure Integrations from OTM to OM and Cadec Setup Document Manager, Web Services Setup Out XML Profiles and External Systems Customize Layouts & Screen Sets Drivers, Power Units, Locations Order Releases Shipments

Implementation - Phase III – Truck Mounted SystemsImplementation - Phase III – Truck Mounted Systems 21 Cadec is a Web Service No Software Installation Needed Routes, orders, instructions etc. pushed to Cadec truck units. Installed Cadec Handheld Units in Trucks Drivers Sign-On to Units and Pick Routes Cadec Tells the Drivers Directions, Order of Stops, & Displays Items/Quantities to be Delivered at Each Stop

22 Truck Mounted UnitsTruck Mounted Units

23 Mapping and DashboardsMapping and Dashboards

24 Process FlowProcess Flow

Successes, Failures, & Lessons Learned

Success 26 Completed – Meeting and exceeding success criteria By Business Agreed Upon Time Within Budget and Scope Configuration and Deployment Went Exactly as Planned with no Major Issues Minimum number of Post Go-Live Issues Mostly Business Process Issues No Production Down Issues,

Lessons LearnedLessons Learned 27 Business Rules and Alignment Improved exploratory and documented exceptions More Volume Testing Identifies missed exceptions etc. Volume Visibility Once OTM was Live, Configuration Updated to Allow Further Visibility on Dispatch Board Business Process Learning Curve Training for Business Owners and Super Users Super Users put Together Business Process Documentation and Desk Level Procedures

EBS R12 Upgrade – Issues & HurdlesEBS R12 Upgrade – Issues & Hurdles 28 SOA Suite Upgraded From to SOA Suite 11G required for R12 Required EBS Patches to link R12 EBS to OTM 1 Patch Required on 11g SOA Side Big Hurdle – My Oracle Support Note: “Integrating Oracle E-Business Suite with BPEL in SOA Suite 11g [ID ]” Gaps Around Required Security & Setting Up Against a RAC R12 Environment (ex. Making the SOA Connections Redundant)

What’s Next?What’s Next?

Next StepsNext Steps 30 Implement Cadec Payroll for Fleet Drivers More Accurately Track Hours of Service Validate Miles Driven Equal Miles Planned; Have Visibility to Differences and Understand Why Route Modelling New Customers, New Regions Switch to Dynamic Routing in OTM Static routes: Pre-defined groupings of stores, delivery every store every time Dynamic routes: Plan orders just for stores that need a delivery, let OTM determine the best way to group those stores into routes Upgrade OTM to version latest release

31 Questions ?