QAD Explore 2012 Shipment Execution for Domestic and International Movements Mark McMonagle VP Solutions Engineer Operations, Precision Software Shipment Execution for Domestic and International Movements Agenda • Supply Chain Execution - What is TMS • The QAD TMS Solution - Desktop Shipping - Freight Management (TMS) - Package Exception Management (PEM) • ‘Live’ QAD TMS Demonstration • Close 2 Shipment Execution for Domestic and International Movements Supply Chain Execution 3 Shipment Execution for Domestic and International Movements What is TMS - Market Definition • Transportation Management is the control of materials going in or out of an organization by any practical method (sea, air, parcel carrier, mail, etc.) • It encompasses all of the systems to support: - Carrier and mode selection - Preparation of documentation necessary for export - Tracking of shipments - Compliance with legislation for materials and recipients 4 Shipment Execution for Domestic and International Movements Shared Problems Cross-Industry • Reduce / contain freight costs • Reduce labor / overhead costs • Regulatory compliance / risk management / due diligence • Visibility / sharing of data and information • Eliminate manual processes • Maintain high levels of customer service • Lack of or off-line reporting / intelligence • Carbon footprint management 5 Shipment Execution for Domestic and International Movements How QAD TMS Helps (Cross-Industry) • Reduce costs - Freight, fuel, surcharges, overhead • Gain operational efficiencies - Automate repeatable tasks through rules and workflow - Streamline shipment processing • Improve supply chain visibility - Improve planning capabilities for inbound/outbound shipments • Gain operational efficiencies - Automate repeatable tasks through rules • Maintain and demonstrate compliance - By country, product, customer 6 Shipment Execution for Domestic and International Movements The QAD TMS Solution 7 Shipment Execution for Domestic and International Movements QAD TMS Functional Overview Freight Management Base Trade Compliance Based on 1 • Database • Set of rules and Global Trade Package Exception • workflow Management Management • User interface Product / • (black box / ECCN / Product Restricted Party Screening (Denied Country and Compliance Rate and Desktop International Letter of Credit License Rules / Carrier / Integrations Integrations Routing Guide Carrier Electronic Tracking Status Management Electronic Customs Parties / Network Embargoed Countries) / Priority Mgmt Console Master Tables Workflow User Security •Product Interactive) Trade Produce Labels Color-Coded Shipping Escalation Documentation Management Determination Rulebooks Package Feeds Portal Partner Checks FreightTrade Compliance Global Base • / Commodity Shared Key Exception Document Production, Distribution & Graphical Form Product Code Association Landed Cost Calculations Export Refunds Management Packing Dataflow Smart “White” Hazardous Basic Freight Audit Consolidations Transportation Rate Shop Management Proof-of-Delivery Management Imaging Notifications and Alerts Design Tool Raise Tracers Management License • architecture Trading Partner Questionnaires Listing & Black Shipment Documents Management Listing Compatibility 8 Shipment Execution for Domestic and International Movements Key Initiatives • User experience • Streamlining - Carrier on boarding of express carriers - ERP/ WMS integration • Business intelligence • On Demand/ SAS 9 Shipment Execution for Domestic and International Movements Desktop Shipping 10 Shipment Execution for Domestic and International Movements Desktop Shipping Challenges • • • • • Multiple departments Different types of shipments Limited or no process in place Time consuming Little oversight 11 Shipment Execution for Domestic and International Movements Opportunities for Improvement • Empower employees • Control freight usage • Streamline handling in your mailroom / dock • Automate documentation • Gain visibility to costs • Consolidation of carriers accounts 12 Shipment Execution for Domestic and International Movements Who Uses Desktop Shipping? • Departments and people across your company • Shipping things like - Samples Engineering pre-production products Marketing materials Documents Internal assets (Equipment) 13 Shipment Execution for Domestic and International Movements Freight Management 14 Shipment Execution for Domestic and International Movements QAD TMS Freight Management System • Multi-modal domestic & international Shipping - Certified with 40+ carriers worldwide Automated routing guide Communication with multiple carriers Return label support Transportation visibility in real time • Benefits • Uniform way of working with all shipments • Transportation visibility • Ensure compliance with carrier requirement 15 Shipment Execution for Domestic and International Movements Standard QAD TMS Features • Automated - BOL Generation EOD Manifest Generation HazMat compliance and documentation International Document Generation • Buy and sell rating capable - Could be published vs. negotiated - Negotiated, with uplift applied - Manage promotions around shipping cost 16 Shipment Execution for Domestic and International Movements Standard QAD TMS Features • Carrier certified manifests and labels - Carrier certification programs - Tracking number generation - Label - Rating • Published / list • Negotiated - EOD • FTP, HTTP, other - Test case validation 17 Shipment Execution for Domestic and International Movements Sample List - Worldwide Express Carrier 18 Shipment Execution for Domestic and International Movements Non–EDI Carriers - Overview • Label • Rating Engine • Tracking Number generation • EOD Manifest • URL Tracking link 19 Shipment Execution for Domestic and International Movements Standard QAD TMS Features • • • • • • • • • 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 Mailing Label Total weight 20 Shipment Execution for Domestic and International Movements Package Exception Management 21 Shipment Execution for Domestic and International Movements 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 22 Shipment Execution for Domestic and International Movements 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 servicelevel 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 23 Shipment Execution for Domestic and International Movements Package Exception Management Ship Report Control Tower Deliver In-transit Manage Alert 24 Shipment Execution for Domestic and International Movements PEM: Delivering Value • Get “control tower” visibility and management − Shipments in-transit − Inbound shipment and returns − Automated alerts − Pro-active exception management and communication − Automated proof-of-delivery − Reporting Carrier A Carrier B Carrier C Carrier D 25 Shipment Execution for Domestic and International Movements ‘Live’ QAD TMS Demonstration 26 Shipment Execution for Domestic and International Movements Questions & Answers Mark McMonagle VP Solutions Engineer Operations Precision Software omc@qad.com 27 www.qad.com © QAD Inc 2012 28