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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

EU SIG 2015

Rosalie Cmelak Director, Product Strategy Value Chain ExecuIon

Oracle Global Trade Management: Strategy, Update, and Roadmap


Agenda

Global Trade Management Product Strategy

2014 Updates

Major Roadmap IniIaIves

Q & A

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Safe Harbor Statement The following is intended to outline our general product direcIon. It is intended for informaIon purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or funcIonality, and should not be relied upon in making purchasing decisions. The development, release, and Iming of any features or funcIonality described for Oracle’s products remains at the sole discreIon of Oracle.

Oracle ConfidenIal – Internal/Restricted/Highly Restricted 4


Strategy Oracle Global Trade Management


Typical Supply Chain Today

5/29/14 Oracle ConfidenIal – Internal 6

1) Import to US from China • Product ClassificaIon •  Embargo Check •  DRPL Screening •  Import License Management

•  PrinIng of Import Documents

2) Import to US from Mexico •  Product ClassificaIon •  Embargo Check •  DRPL Screening •  Import License Management

•  NAFTA

5) Export from EU to Other Countries •  Product ClassificaIon •  Embargo Check •  DRPL Screening •  Export License Mgmt

•  PrinIng of Export Docs •  Electronic CommunicaIon (NCTS, ATLAS, etc.) •  Trade Preference Processing •  ResItuIon Handling

4) Import to EU from US •  Product ClassificaIon •  Embargo Check •  DRPL Screening •  Import License Management

•  Free CirculaIon •  Transit Procedures •  Duty & VAT CalculaIons •  PrinIng of Import Documents •  Electronic CommunicaIon (NCTS, ATLAS, etc.)

3) Export from US to EU •  Product ClassificaIon •  Embargo Check/ DRPL Screening •  Export License Management •  PrinIng of Export Documents

•  Electronic CommunicaIon (AES)

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Compliance Landscape

Customs ClassificaIon Country of Origin ValuaIon Filing

Regulatory Product Compliance Licensing RegistraIon

Supply Chain Security

Trading Partners Filing

Finance Lecers of Credit Open Accounts Bank Payment ObligaIons

Customer Preferences Trade Agreements

Sourcing Landed Cost and Indirect Tax Opps

€ £


Classify Screen File / Report Audit Execute

Global Trade Management

Oracle Global Trade Management Product Family



Content Management

Master Data Management

Product ClassificaIon

Restricted/SancIon Screening

Trade Compliance

Trade Control DeterminaIon

Policy Management

License Management

ITAR Compliance

Customs Management

Customs Policy Management

Shipment ConsolidaIon

Customs Filing + AES

Customs Documents

Global Trade Intelligence

Trade AnalyIcs

Global Trade KPI Library

Import & Export Dashboards

Mobile BI Plahorm


Oracle GTM Advantages Modern Global Trade SoHware Built on Market Leading TMS

•  NaNve Trade & TransportaNon PlaQorm –  Oracle GTM is built on the same plahorm as Oracle TransportaIon Management (OTM) providing customers with a holisIc global logisIcs plahorm to manage their trade and transportaIon requirements.

•  Adapt Quickly –  No hard-‐coded regulaIons – Company-‐specific, configured trade rules –  Changes to regulaIons made by business user vs. custom coding –  Adapt quickly to new markets, products, mergers, regulaIons, etc.

•  Global Design –  Automate and manage the trade compliance and import/export challenges encountered in global cross-‐border transacIons.

–  Single source of truth for global trade



CI Normalizes and Catalogs Data

CI Inspects Data Quality

CI Formats Data into GTM Schema

CI Team Members Source Content from Around the Globe

CustomsInfo by Descartes: Global Trade Content Fully Managed Global Trade Content Powers Oracle Global Trade Management

Script automaIcally checks for new content daily and downloads

CI NoIfies Users of Updates Via Email

Script loads updates into GTM Cloud

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Comprehensive Reach SupporIng Worldwide Trade

152 Countries & Territories

Duty & Tax

220 Countries Regulatory

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 12

Industries: Who can Benefit?

Consumer Goods Wholesale DistribuIon Natural Resources

Aerospace & Defense Retail CommunicaIons

AutomoIve LogisIcs Services Public Sector

Industrial Manufacturing Chemical Oil & Gas

High Tech Life Sciences Eng. & ConstrucIon


A Few of Our Customers. . .


Aerospace & Defense High Technology Industrial Manufacturing Life Sciences

Retail

Oil & Gas

LogisIcs & Services


Major Updates in 2014 Oracle Global Trade Management



Oracle Global Trade Intelligence

•  Configurable dashboards with user-defined global trade performance metrics •  Ability to monitor metrics against business targets, benchmarks, and forecasts

•  Role-based alerting to ensure the right personnel are notified of exceptions and deviations from plan

•  Drill down from a metric into supporting shipment data to pinpoint trouble spots

•  Ad-hoc querying and reporting of your customs and compliance information •  Single platform for trade and transportation analytics and visibility

Leverage global trade data in order to opNmize processes in support of both strategic and tacNcal corporate iniNaNves

CHALLENGE


Oracle TransportaIon & Global Trade Cloud

•  Best-‐in-‐class applicaIon •  Best-‐in-‐class cloud •  Rapid Ime-‐to-‐benefit -‐ live in 8 to 10 weeks

•  Lower costs, enabled IT •  Business innovaIon and transformaIon

•  TransportaIon and Trade for Everyone!

Overview

Oracle TransportaNon Cloud

Oracle Global Trade Cloud

Sourcing

OpImizaIon

ExecuIon Tracking

Payment

ReporIng & analyIcs

ClassificaIon

Restricted Party Screening Trade Control

DeterminaIon License Management

Document Management

Customs Management

ReporIng & analyIcs

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Roadmap IniIaIves Oracle Global Trade Management


Usability IniIaIve What Is It? • Goals

– Modernize User Experience •  UIlize Fusion ApplicaIon Development Framework (ADF) •  Leverage Fusion ApplicaIons user experience standards and experIse

– Simplicity • Minimize clicks: faster access to relevant data for defined roles •  IntuiIve for casual users; Support for power users

– Mobile Access •  Support for desktop, tablet, smart phone

– Integrate Infrastructures •  ExisIng OTM/GTM with ADF


Landed Cost Simulator


“Remodeled” EBS <> GTM IntegraIon

Plans for remodel: • New integraIon architecture • One-‐Ime and scheduled sync ParIes & Items based on changes

• New integraIon with QuoIng •  Improved integraIon with OM & Ship

– Configurable workflow, addiIonal statuses, change management

• New compliance: Country of Origin



Oracle Social Network

•  ApplicaIon integraIon •  Real-‐Ime conversaIon and chats

•  Real-‐Ime file sharing with reviewing

•  Real-‐Ime acIvity streaming

•  Categorized & ranked searches •  Follow-‐ups, favorites and filters


Connects applicaNons, teams and customers in real-‐Nme and preserves the informaNon

flowing between them


Duty Relief Programs

• Reduce Exposure to Duty & Taxes – Duty Drawback – Bonded Warehouses – Foreign Trade Zones – Economic Processing Zones – Inward/Outward Processing Relief – Pedimento, IMMEX, etc.

Import Goods

Track Inventory

Export Goods

Report to Customs



Trade Agreement Leverage Trade Agreements to Reduce DuNes & Taxes

Supported by Regulatory Content from Partners •  Trade Agreement Program Requirements

•  Rules of Origin: Tariff Shix, Regional Value Content, etc.

Supplier Management

• IdenIfy Items PotenIally Eligible for Program

• Contact Suppliers and Request CerIficate

• Suppliers Upload Documents via Portal

Rules of Origin

• Determine if Item meets Rules of Origin Criteria

• Generate CerIficate of Origin and Provide to Customer

Direct Ship?

• Screen Inbound Shipment for Trade Agreement Use

• Receive Goods • Ensure Goods Ship Between ParIcipaIng Countries if Required

Declare Goods

• Perform Customs DeclaraIon

• Note Use of Trade Agreement & Provide CerIficate of Origin to Broker/Customs


Customs ConnecIvity via Oracle’s Global Partners

•  Oracle Global Trade Management •  Determine Required Filings •  Prepare Data and Documents (SAD,

others) •  Manage workflow and processes

•  Global LogisIcs Network •  Validate Data Integrity •  Format for Customs Filing •  Connect to Global AuthoriIes

•  Oracle Validated IntegraIons lower deployment risk and improve customer saIsfacIon


Oracle Global Trade Management

Descartes Global LogisIcs Network

Brokers Customs Filings

Security Filings More…


The FoundaIon: Descartes Global LogisIcs Network™

Customs Brokers

Business Service Providers

Ground Carriers

Forwarders/ NVOCCs

Regulatory Agencies

Manufacturers & Distributors

Ocean Carriers

Air Carriers

Ports & Terminals

Rail Carriers

Retailers

LogisNcs Custom

s


Enabling the Global LogisIcs Community

172,000+ connected parIes

160+ countries

50+ industry verIcals

4.5 billion messages

processed/year

70 million Fiscal & security filings

processed/year

31.2 million routes

managed/year


Industry-‐Leading Customers

Manufacturers

Air

Ocean

Truck

Retailers

Distributers

Intermediaries


Descartes Customs & Regulatory Compliance

Descartes Global LogisIcs Network™

Advanced Cargo Security Filing SoluNons

Importer/ Exporter Compliance

SoluNons

Customs DeclaraNon

Filing SoluNons

Regulatory Agencies

>70 million fiscal and security filings completed in the last 12

months by 2,600+ customers


Descartes Customs & Regulatory Compliance Coverage Customs declaraNons Global security filing

USA: ABI, AMS, ISF, AES, ACE & ACAS

Canada: ACI programs

Mexico: AMS

Israel: AEI

EU: ICS in 27 Member States + Switzerland & Norway, Precise in the future

Japan: Advanced filing requirements

USA (see separate slide)

Canada (see separate slide)

European Union: ~15 countries

Import/Export

EMCS

NCTS Economic procedures: bonded warehouse

StaIsIcs: INTRASTAT, EXTRASTAT


Oracle & Descartes: Content & ConnecIvity IntegraIon

Global Trade Content (Customs Info)

OTM/GTM

•  Security filings •  Declarations •  Bookings •  Status •  Invoice •  LSP Orders

Global LogisIcs Network

EU

US

Canada

Japan

Brokers/ Forwarders

Carriers

Ports

Shippers


ConnecIvity

Phase I: •  Countries: NL, BE, DE, UK, FR •  Programs: Import, Export, Security

Phase II: (customer feedback please) •  Countries: Expanded EU Filing Set and Asia •  Programs: EMCS, NCTS, INTRASTAT, EXTRASTAT Related Oracle Roadmap: •  TransportaIon Messages •  Duty Release: IPR, OPR, Bonded Warehouse

Content

Phase I: •  Duty & Tax CalculaIon

Phase II: (customer feedback please) •  Rules of Origin •  DocumentaIon Requirements Related Oracle Roadmap: •  Trade Agreements •  Binding Rulings •  Duty Release: IPR, OPR, Bonded Warehouse

Descartes/Oracle Roadmap 2015 and Beyond


Summary Business Benefits of GTM



Customers: Who Can Benefit

• Company Size – Enterprise & Mid-‐Market – Scalable to meet the needs of mid-‐size to large enterprises

• Geographic Regions – Global availability – North America, Western Europe, Eastern Europe, Middle East & Africa, LaIn America, Asia Pacific

•  Industries – All relevant industries for OTM/GTM

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Global Trade: Business Benefits

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Optimized

Responsive

Collaborative Insight Driven

Reduce total landed costs & increase product margins

Increase supply chain visibility with supplier & broker communicaIons

Improve import/export operaIons with embedded analyIcs

MiIgate supply chain and compliance risk worldwide


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QuesIons?

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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 36