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

2. Agenda Adding Value to your Transportation Processes
Simplifying Your Shipping
Agenda
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
Linda
Hello 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.

3. Return on Investment Reduce Transportation Costs
QAD TMS - Adding Value to your Transportation Processes
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 3rd party activity

4. Automotive Industry Challenge Solution
Transportation / Trade Challenges & Opportunities by Industry
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

5. Consumer Products Challenge Solution
Transportation / Trade Challenges & Opportunities by Industry
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

6. High Tech / Electronics
Transportation / Trade Challenges & Opportunities by Industry
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

7. Industrial Challenge Solution
Transportation / Trade Challenges & Opportunities by Industry
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

8. Life Sciences Challenge Solution
Transportation / Trade Challenges & Opportunities by Industry
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

9. Logistics Service Providers
Transportation / Trade Challenges & Opportunities by Industry
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

10. Retail Challenge Solution
Transportation / Trade Challenges & Opportunities by Industry
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

11. QAD TMS Solution Overview

12. QAD TMS Solution Overview
Supply Chain Portal &
Transportation Tracking
Base
Transportation Management
Package Exception Management
…based on 1
There 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 Solution
it contains:
The Database
Over 400 Reports and Report Templates
And 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 for
denied party and embargoed country screening
It 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 is
A Single platform solution
It 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 installation
It 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).
Database
Set of Rules and Workflow
User Interface (black box / interactive)
Shared Architecture
Global Trade Management
Trade Compliance

13. Functional Capabilities
QAD TMS Base

14. Functional Breakdown: QAD TMS Base
Key Master Tables
Functionality
Standard 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 Measure
Document Imaging
Currencies
Security Setup
Transaction Types*
Packing
Pack Types*
Dataflow
(Create Master Shipment)
Cost/Charge Codes*
XML Data Exchange Utility
Hazmat 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 KEF
It also houses functionality such as our workflow engine, and the rules and rule books

15. Functional Capabilities
Transportation Management

16. Functional Breakdown: QAD TMS
Carrier-Related Functionality
Functionality
Key Transportation Documents & Labels
Certified / Approved Carriers
(Refer to Topic 029 – Per Carrier Functionality)
Routing Guide
Packing 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 Shopping
Dispatch / Consignment Notes
Carrier Rate Maintenance and Upload
Freight Quoting
Hazardous / 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 Manifest
Transit Times
Consolidations/ Master Shipments
Carrier Consolidations
(FedEx Int’l Priority Distribution – IPD, UPS WorldEase, DHL Breakbulk
Zone Skipping
Load Building
Desktop Shipping
Basic 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 Labels
The 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.

17. Sample Worldwide Carrier Coverage

18. QAD TMS Transportation Management System
Multi-modal Domestic & International Shipping
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
One 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 application
In 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 service
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
Let’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 truckload
We 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.

20. Carrier Certification
Carrier Certification Programmes
Tracking number generation
Label
Rating
Published / List
Negotiated
EOD
FTP, HTTP, other
Test Case Validation
When 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 manifesting
We also do test case validation with each implementation, to ensure that you will have no issues with your certified carriers.

21. Other Carriers - Overview
Label
Rating Engine
Tracking Number generation
EOD Manifest
URL Tracking link
When 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 documents
We can rate these shipments as we support a vast array of rate structures
We can generate tracking numbers (or PRO numbers), complete with Check Digits if required
We can perform EOD manifesting, which may be electronic or may simply be the printing of the driver manifest

22. LTL and other Carriers - Shipping Label
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 22

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. Non-Production Shipping Challenges
Simplifying your Non-Production Shipping Process
Non-Production Shipping Challenges
Multiple departments
Different types of shipments
Limited or no process in place
Time consuming
Little oversight
Linda
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. Opportunities for Improvement
Non-Production Shipping Opportunities
Opportunities for Improvement
Empower employees
Control Freight Usage
Streamline handling in your mailroom / dock
Automate documentation
Gain visibility to costs
Consolidation of carriers / accounts
Linda
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. Who Uses Desktop shipping?
Non-Production Shipping
Who Uses Desktop shipping?
Departments and people across your company
Shipping things like
Samples
Engineering pre-production products
Marketing materials
Documents
Internal assets (Equipment)
Mark

30. Why Use Desktop Shipping?
Non-Production Shipping Benefits
Why 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 shopping
Control service options and accessorial usage
Apply dynamic routing guide (Business Rules applied over Carrier Rules)
Streamline the mail room / warehouse processing and productivity
Ability to negotiate better rates based on total enterprise spend
Automated domestic and international document generation
Single system of record
Ease of use….
Clients not having to create “orders” or “memo items” to generate manual shipments
Client manage by exception, while the technology automates routine tasks
ARC Advisory Group, The High Cost of Desktop Shipping

31. Functional Capabilities
Package Exception Management

32. Shipment Tracking Challenges
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
On-time delivery is critical for time-sensitive products
Missed deliveries means penalties and damages customer satisfaction

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 can’t 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
Carrier Web Site / System
Raise a Tracer
Lost or Damaged
Finance needs POD
Screen shots / off-line notes of delivery info
Revenue
Recognition .

35. Package Exception Management
Report
Ship
Control Tower
Deliver
In-transit
Manage
Alert 35

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
Carrier A
Carrier B
Carrier C
Carrier D
PEM 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 level
for inbound and outbound shipping
for shipments that are domestic or international
The Exception Management features of PEM
alert you to an Anticipated delivery commitment failures, so you can Pro Actively communicate with your customer and carriers
PEM can also notify you of a lost or damaged shipment, so that you can submit a tracer with the carrier.
More Carriers
With Visibility Across ALL Modes and Carriers

37. QAD 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.

38. Demo Scenario description
Demo Scenarios
Demo Scenario description
Desktop Shipping
Manual 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)
Tracking
Package Exception Management Outbound/Inbound
These are the scenarios that I will be showing you within the software.
STOP HERE – GO TO WEB UI

39. Standard Integrations

40. TMS Deployments with Shipper
Most popular integration
One interface point at Shipper Creation
Option to deploy in background*
7.1.1
Order
Entry
7.9.1
Create
PreShipper
7.9.2
Create
Shipper
QAD
QAD/TMS
ABS_MSTR
QAD/TMS
SO_MSTR
Packing
Consolidation
Calculate
Freight
Shipping
Documents
TMS
Client
Workflow
Kick Off
Ship Confirm
Message
Compliance
Transaction
TMS
Message / SOA
Run TMS workflow
Process Compliance / Freight
Print Documents
TMS Deployments with Pre Shipper
7.1.1
Order
Entry
QAD
Warehousing
(optional)
QAD
7.9.1
Create
PreShipper
QAD/TMS
ABS_MSTR
QAD/TMS
SO_MSTR
Packing
Consolidation
Calculate
Freight
Shipping
Documents
TMS
Client
Workflow
Create Shipper
Kick Off
Ship Confirm
TMS
Message / SOA
Compliance
Transaction

41. TMS Deployments with Discrete Sales Orders
7.1.1
Order
Entry
7.9.1
Create
PreShipper
SO Packing
List
QAD
SO Shipments
QAD/TMS
SOD_DET
QAD/TMS
SO_MSTR
Packing
Consolidation
Calculate
Freight
Shipping
Documents
TMS
Client
Workflow
Compliance
Transaction
TMS
Message / SOA
TMS Deployments QAD Warehousing Messaging
High Volume Parcel
Automation
Limited TMS processing
QAD
Warehousing
7.1.1
Order
Entry
QAD
QAD/TMS
SO_MSTR
Message
Message
TMS
B lack Box / SOA
Compliance
Transaction
Consolidation
Rating / Labels

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
Mark
Rapid and simple to deploy
No software to install, no updating required
No hardware to maintain
Easy On Boarding
Established Carrier Network
Predictable & cost effective
Global solution
Deploy users anywhere in world
Reliable and scalable
> 99.5% availability
users
Secure & risk free
SAS 70 Type II secure data centers
Off site back up & disaster recovery
>200 support professionals

43. Save Time. Save Money. No Headaches.
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
Linda
Carriers / service levels / accessorials
Rules-based, easy-to-use web user interface
Elimate dual entry of info
Business policies and procedures
International documentation
Easy access / easy on-boarding / reduced cost
Reduce shipping costs
Voluntary rate shopping
Mandatory rating & routing enforcement
Add local carriers that add value and reduce cost
Accessorial reduction (e.g., address correction)
Redirect interoffice shipments from commercial carriers to internal pouch network
Reduce labor costs
Cost center accounting
Reduce risk
Eliminate delays in international shipments
Increase shipping compliance
Increase business compliance with unified audit & reporting

44. Thank you for joining us! Additional Information Available At: