OTM SIG User Conference 2017: Presentations

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2017 OTM USER CONFERENCE
August 6-9, 2017
Loews Hotel, Philadelphia, PA

Dear All,

On behalf of the board, I would like to thank everyone from our sponsors, speakers and attendees for attending this year's OTM SIG Conference in Philly. It was great seeing everyone again this year to catch up and learn about the progress of your OTM/GTM journeys. Our final attendance came in around 410 attendees, with 75+ being new! As we discussed in the wrap-up succession we are looking to continue to grow the conference and content. To do this, we need your help reaching out to your peers, co-workers, fellow users of OTM and invite them to come next year and even perhaps be a speaker! We are always looking for new users to join us in collaboration and knowledge sharing.

Presentations are now available to view!

Looking forward to successful conferences on December 7-8, 2017 for APAC (Singapore) and March 21-23, 2018 for Europe (Amsterdam). Save the date for the US OTM User Conference: August 5 - 8, 2018!

Tim Riley
OTM SIG Board Chair

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OTM Oracle Product Development

Jim Mooney, Oracle, V.P. of Development

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Efficient Management of Carrier Contracts Using Controllership Processes and Workflows
Ashit Upadhyay, Penske Logistics
Chirag Patel, Penske Logistics

Learn how to manage carrier contracts using controllership reports. Reports identify if any actions need to be taken based on the business rules. Based on the business rules, we have scheduled reports that run and send reports to the rate management team. These reports will identify if any action needs to be taken to correct the rate records. We will also discuss how reports can be viewed on the web portal as well and can be refreshed in real time.

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Integration Enhancements Overview
Chad Walkowiak and Mark Hagan, Oracle

The purpose of this session is to review recent enhancements to the OTM/GTM Integration capabilities. We will discuss the new XML Schema, TransmissionService, ICS Adaptor, and REST API. We will also touch on integrating with Oracle PaaS. This session is technical in nature.

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Integrating OTM with Legacy Applications
Vijay Sai Somisetti, Scoular

The session discusses the integration of on-premise OTM instance to other in network and out of network applications that are not very well known in the market. We will discuss workarounds to address XML/Webservice integration, explain the challenges we faced in building these integrations and lessons learned. In the process of building these integrations, we used a variety of integration tools and we will discuss their advantages and challenges. The advantages include, reusing the existing applications in the organization and using the no cost ODI application, that comes as an add on with OTM installation. Limitations include, restrictions while working with outside the network applications, restrictions while working with SOAP enabled webservices and complexities involved with different data models of other applications and data exchange protocols dictated by partners outside of our network. We will open the discussion to applications that other customers have integrated with OTM and what other tools they used for integration.

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Oracle OTM Product Strategy

Derek Gittoes, V.P. of Value Chain Execution Strategy

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OTM Integration with Supply Chain Visibility Software for Large Appliance Manufacturer
Travis Rhyan, 10-4 Systems & Customer

We will present a customer perspective regarding a recent integration of OTM with supply chain visibility software developed by 10-4 Systems. We will view screenshots within OTM as we discuss the integration project, data sources and data transfer, functionality, and outcomes. We will also discuss their business case as a large manufacturer for integrating their OTM including real-time supply chain visibility, product level tracking, custom reporting and analytics, dynamic ETAs, and geo-fencing. Travis Rhyan, co-founder and CEO of 10-4 Systems, will discuss this using customer samples.

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On-Prem To Cloud: KapStone Journey
Sara Remmers, KapStone
Sreejith Perumbilavil, Inspirage

KapStone implemented OTM in 2013, and has been an on premise customer since. In 2016, KapStone decided to evaluate a move to OTM Cloud to make use of benefits provided by Oracle Cloud. As with any project, there have been challenges and opportunities, pain points and benefits and a lot of learning from migration to Cloud from on-prem. We had to decide whether our OTM Implementation, which we had been using for more than 3 years, was "Cloud-Ready". Considering version mismatches, this project is both an OTM Upgrade as well as a Cloud Migration. This presentation outlines our journey from OTM On Premise to OTM Cloud, the whys (reasons of moving to Cloud), hows (the process of moving to Cloud and Change Management) and ouches (pain points and challenges of the process), benefits to be gained and lessons learned.

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Re-Drive the Concept of Second Leg Shipments: When Shipment Ship Units are Replaced by Integration
Anuj Garg, KSAP

The paper will talk about two orders consisting of different ship units being planned into separate two leg shipments, which in effect means two orders being planned into four shipments. The shipment ship units on the first leg are replaced by integration and the two orders are combined into a single shipment on the first leg but still remain as separate shipments on 2nd leg. Now when we get an actual time on the first leg both the second leg shipments were not being re-driven based on the actuals received on the first leg. This paper will provide the details as to which fields at the back-end help in re-driving the second leg of the shipments and how Oracle needed an example to provide a fix so that the second leg of the shipment could be redriven.

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Balancing Complexities and Changing Market Conditions for Leading U.S. Clothing Manufacturer
Dave Lee, APL Logistics Limited

As a globally integrated supply chain services provider, APL Logistics developed ShipmentOptimizer, an automated decision tool that creates optimal route, mode and load plans against multiple business requirements to deliver increased supply chain efficiency. This presentation will explore our partnership with a leading U.S. clothing manufacturer and how our solution addresses current business requirements but also lays a foundation to enable an increased level of outsourcing as market conditions change for origin planning and optimization. The overarching goal of the solution is to optimize the customer's speed to market, increase automation, efficiency, visibility and control of their transportation network.

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The Real ConAir: How the U.S. Marshals Move Prisoners Using OTM
Douglas Brummett, Capgemini / JPATS

Did you know that OTM is being used to schedule the transportation of prisoners? The U.S. Marshals Service and its Justice Prisoner and Alien Transportation System (JPATS) agency has been using OTM to schedule the movement of prisoners throughout the United States. Although our operations are unique in delivering prisoners, the creative use of OTM's functionality can be leveraged by many other industries.

Each day JPATS plans 3,500 - 5,000 movement requests from districts across the U.S. to transport prisoners from one jail facility to another. OTM is used to create regular shipments, both air and ground. During an overnight bulk planning run, OTM schedules the majority of requests/orders on multiple shipments to their destinations. Our implementation of OTM (release 6.4.1) demonstrates moving prisoners enforcing client specific Business Rules while executing the planner using Multi-Leg Itineraries with Multi-Ground Schedule Options per Leg and each order having multiple itinerary paths to route. This presentation will illustrate our solution architecture and configuration framework for processing thousands of orders across a complex transportation network.

The solution approach will be presented to describe how OTM is being leveraged to configure complex sets of itineraries, to apply shipment pricing strategies driving preferred routings, to process small clusters of like orders through the bulk planner in a client-specific sequence, and to implement client-specific business rules to drive desired planning results. Each day JPATS plans 3500-5000 movement requests from districts across the U.S. to transport prisoners from one jail facility to another. OTM is used to create regular shipments, both air and ground. During an overnight bulk planning run, OTM schedules the majority of requests/orders on multiple shipments to their destinations. Our implementation of OTM (release 6.4.1) demonstrates moving prisoners enforcing client specific Business Rules while executing the planner using Multi-Leg Itineraries with Multi-Ground Schedule Options per Leg and each order having multiple itinerary paths to route. This presentation will illustrate our solution architecture and configuration framework for processing thousands of orders across a complex transportation network.

The solution approach will be presented to describe how OTM is being leveraged to configure complex sets of itineraries, to apply shipment pricing strategies driving preferred routings, to process small clusters of like orders through the bulk planner in a client-specific sequence, and to implement client-specific business rules to drive desired planning results.

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Challenges in Mobility Integration
Kranthi Askani, Infosys

OTM objects store a lot of information. To seamlessly transmit all this information to a handheld device without time delay requires a middleware. Designing the table structure in the middleware server largely depends on the usage of the handheld device itself - if it is primarily used for logging events, the number of tables to create and store information would be minimal as opposed to using handhelds for downloading orders and creating shipments.

In designing the table structure in the middleware server, one needs to be wary of potential pitfalls such as when an order is unassigned in OTM, the XML has to be sent out instantly so that the handheld doesn't assume the order is still available for planning. If a user adds a delivery event to the order in OTM, it should not allow the same delivery event to be added from the device because it is already delivered. This information has to be transmitted without delay and errors.

And then of course, one has to ask, where to place the code - in the middleware server or in OTM? Who decides and what are the factors to consider before arriving at such a decision?

Presentation material is currently being reviewed for approval (C17U-11)

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OTM Upgrades - We're All in this Together
Beth McLamb, BrightOrder
Jason Reeves, Oldcastle Architectural
Caleb Warner, WestRock

OTM upgrades are a necessary part of having a well-functioning, fully supported, environment. This session will offer practical tips for a successful upgrade based on many years of experience. Topics covered will include realistic timelines, managing multiple environments, team structure and skillset, lessons learned and gotchas.

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En Masse Shipment/Order Adjustments Against Bulk Plan
Shravan Kommareddy, GBAT

This presentation will cover how to make en masse Orders, Shipunits, equipment and shipment adjustments to Planned Shipments against Actual shipment or Loading File from (CFS,Warehouse,Factory etc).

CFS/Factory may not always follow OTM Planned shipments results while loading. Orders, Shipunits and equipment could be jumbled, omitted or replaced against different shipments, making it difficult for the user to manually make adjustments. Especially for high volume shipments.

By using simple mapping techniques and automation agents we can effectively make adjustments en masse to Planned Shipments against Actual Loading File, or Actual shipped. This will help clients to Streamline and maintain accuracy in document generation, filing (Customs/Border Crossing) and communication to downstream systems.

Learn how this Solution can be re-used with no Customization.

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Bringing the Logistics Synergy and Digital Transformation for 3PLs with OTM and Logfire WMS on Cloud
Nikhil Gupta, ITC Infotech

This presentation will focus on and present a case of a 3PL company with multiple clients, various business challenges and use cases of how OTM-Logfire solution can be beneficial to manage the complexities of trade

In spite of the massive growth of the 3PL industry, 3PL companies face several challenges while serving customers across the globe. They face tough time unless they transform themselves into agile and innovative entities. Managing shipper specific requirements, deliver value added services, On Time Delivery to meet customer expectations, handling returns, optimized planning and smooth execution are few of the key challenges that needs immediate attention to grow and sustain.

This brings in the need for a digital transformation in the 3PL industry. This digital transformation is required to have a better 3PL-Shipper Collaboration, enhanced transparency, accuracy in billing and inventory, manage customer specific requirements and transform the 3PL company into an agile entity. The real synergy for the 3PLs comes when both Transportation and the Warehousing functions are integrated and managed online and/or through Smart Devices. This presentation aims at demonstrating how the integrated cloud logistics solution of OTM along with Oracle WMS on Cloud (Logfire) helps reduce logistics challenges for 3PLs and enable digital transformation. Details of various integration touch points between OTM and Logfire will be presented along with integration of various Smart Devices used to make the operations lean and have enhanced visibility of material, movement and assets.

Attend this session to know about the integrated logistics solution that can bring in Logistics Synergy for 3PLs enabling a digital transformation for them, leading the 3PL companies to become agile and innovative entities.