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§ Oracle Global Trade Management – Overview – Current Features – Roadmap § Some of Our Customers
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Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 1
Oracle GTM Usage in Europe Asli Yimenicioglu Principal Product Strategy Manager April 2013
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3
Agenda
§ Oracle Global Trade Management – Overview – Current Features – Roadmap
§ Some of Our Customers
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 4
Oracle Global Trade Management (GTM)
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What is Global Trade Management?
§ Typically starts with Purchase Order or Sales Order § Functional Groups: Purchasing, Sales, Compliance, Operations, Finance, and
Logistics § External Parties: Vendors, Customers, Banks, Logistics Service Providers
(LSPs), Freight Forwarders, Customs Brokers, Government Agencies § 600+ Laws and Regulations § 25 entities and 35 documents in a TYPICAL transaction
Processes involved to move Goods, Information, and Money across Geographical & Fiscal borders and between Parties
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 6
Typical Global Trade Transactions
1) Import to US from China • Product Classification • Embargo Check • DRPL Screening • Import License Management • Printing of Import Documents
2) Import to US from Mexico • Product Classification • Embargo Check • DRPL Screening • Import License Management • NAFTA
5) Export from EU to Other Countries • Product Classification • Embargo Check • DRPL Screening • Export License Mgmt • Printing of Export Docs • Electronic Communication (NCTS, ATLAS, etc.) • Trade Preference Processing • Restitution Handling
4) Import to EU from US • Product Classification • Embargo Check • DRPL Screening • Import License Management • Free Circulation • Transit Procedures • Duty & VAT Calculations • Printing of Import Documents • Electronic Communication (NCTS, ATLAS, etc.)
3) Export from US to EU • Product Classification • Embargo Check/ DRPL Screening • Export License Management • Printing of Export Documents • Electronic Communication (AES)
1
2
3 4
5
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Global Sourcing • Lower unit costs • Increase profitability • Compete effectively
Regulatory Compliance • Increased variability and risk • Quickly access new markets
Supply Chain Security • Comply with existing and
future security programs • Mitigate risk
Customer Demands • Quickly access new markets • Customer satisfaction • Visibility
Trade Finance • Control flow of funds • Link in financial activities • Reduce settlement times
Transport Procurement Financial Settlement Compliance
Global Trade: Business Drivers Why invest in a global trade management system
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 8
§ “Forty percent of respondents utilized manual/spreadsheet-based processes to manage their import operations and compliance…” Import Operations and Compliance Benchmark Study (2011), American Shipper
In many key areas, most companies have no automated capability
Global Trade Remains Manual Process
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Global Compliance Risk
Lower Profit
Margin
Long & Inconsistent Customs Clearance Times
High Safety Stocks High Inventory Holding Costs
Unmet Demand Low Revenue
Expired Product at the Customs High Product Costs
Inaccurate Documentation & Information
Fines
Inaccurate Classification & Valuation
High Duty & VAT High Global Trade Costs
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 10
Global Compliance Risk
Lower Profit
Margin
Long & Inconsistent Customs Clearance Times
High Safety Stocks High Inventory Holding Costs
Unmet Demand Low Revenue
Expired Product at the Customs High Product Costs
Inaccurate Documentation & Information
Fines
Inaccurate Classification & Valuation
High Duty & VAT High Global Trade Costs
“Complex, cross-border global transactions account for more than $10 trillion in 2007 and, according to a recent McKinsey report, are expected to grow to more than 70 trillion by 2025.”
Risky Business (2008), Risk & Insurance
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 11
Oracle GTM Differentiators § Native Trade & Transportation Platform
– Oracle GTM is built on the same platform as Oracle Transportation Management (OTM) providing customers with a holistic global logistics platform to manage their trade and transportation requirements.
§ Adapt Quickly – No hard-coded regulations – Company-specific, configured trade rules – Changes to regulations made by business user vs. custom coding – Adapt quickly to new markets, products, mergers, regulations, etc.
§ Global Design – Automate and manage the trade compliance and import/export challenges
encountered in global cross-border transactions. – Single source of truth for global trade
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 12
Oracle Global Trade Management Unique global trade management platform
Execute Locally… • Accommodate line of business, geographic region, and supply chain flow-specific business practices
- Workflows, business logic, reports, etc.
• Using multiple languages and currencies - User interface configuration by region / country, user groups
Control Globally… • Classify, screen, monitor, & file for all orders / shipments - All divisions - All product flows (inbound, outbound, internal) - All modes of transportation
• Visibility across the global network
Manage Centrally… • All operational information in one location - Centralized visibility - Centralized reporting
• Single set of integration points for customers, brokers, & other partners • Single information technology infrastructure to support
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 13
Enterprise-Wide Global Trade Management Multi-domain architecture
• Business Logic: User interface, workflow, reports, integrations • Security: Segmented data and functional security • “Customization” via configuration • Expand without having to buy another system
Business 2
Business n
Business 1
Top Level Full Visibility
Domains Partitioned Visibility &
Functionality
Parent Company
Configure Software
for Specific Divisions / Lines of
Business
…
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ERP Integration
Global Trade Management
Transactions Received Master
Data
XML / Web Services
Manual
Transactional Data
• ERP agnostic • SAP, Oracle, etc
• Multiple sources integrated to single GTM instance
• Multiple order types • Sales order
• Purchase order
• Service order
• Shipments Engine Calls
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 15
Oracle Global Trade Management 6.3 Product Features by Module
Oracle Global Trade Management
• Global Trade Content • Upload & Maintenance
• Master Trade Data • Items, Parties, & Registrations • Item Templates
• Product Classification • Duty & Tax Visibility • OGA, ADD, CVD Visibility
• Restricted Party Screening
• Sanction Screening
• Document Management
• System Infrastructure • Transaction Processing, Workflow, Messaging, Business Monitor, Security, User Management, Advanced Layout, Work Queues…
Oracle Trade Compliance
• Trade Control Management • License Determination • License Exceptions • OGA, ADD, CVD Screening • Document/Template Determination • Corporate Policy Enforcement • Other Trade Controls
• License Management • License Repository • License Assignment • License Lifecycle
Oracle Customs Management
• Customs Determination • Electronic Filings & Documents • Configurable Global Solution
• Customs Preparation • Virtual Shipment Consolidation • Unit of Measure Conversion • Currency Conversion • Basic Valuation Calculations
• Customs Connectivity • Electronic Filings and Documents • Freight Forwarder & Broker Collaboration Platform
• AES Filing Support • Direct Connection to AES
Red = New in GTM 6.3
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 16
OTM & GTM 6.3 Release Notes Available
§ Under My Oracle Support: Direct link: https://support.oracle.com/epmos/main/downloadattachmentprocessor?
attachid=1533374.1:631&clickstream=no
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 17
GTM 6.1 Initial Trade & Transportation Platform
• Master Trade Data Management • Trade Item Master • Trade Party Master
• Product Classification • Global classification repository
• Trade Compliance • Restricted Party Screening • Anti-boycott & Sanction Screening • Control Determination: Licenses, Exceptions, & Other Controls
• Document Management • Document Determination • Generation & Distribution
GTM 6.2 EBS Integration, Early Adopter Support
• Integrations • E-Business Suite 12.1.3 • Sales Order Management • Item Synchronization • Party Synchronization
• Product Classification • Classification Determination & Assignment: Rollup Support
• Enhanced Transaction Management • Support for Assemble- and Configure-to-Order Items
• Usability Enhancements • Restricted Party Screening • Sanction Screening
GTM 6.3 End-to-End Export, Basic Imports
• License Management • License Lifecycle • License Eligibility Determination • Assignment & Balances
• Customs Management • Tariff Visibility & Sourcing Support • Customs Filing • AES Support (US Exports)
• Broker Collaboration • Customs Documents
• Document Management • Document Lifecycle
• Usability Enhancements • Item Template for Classification • Restricted Party Screening Workbench
Oracle Global Trade Management Existing Functionality through GTM 6.3
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 18
Phase 4 Import Process Support & Usability Global Trade Analytics
• Trade Content Expansion • Import/Export Regulations
• Import Process & Usability • Product Classification Workbench • Single-level Bill of Materials • Enhanced Classification Research
• Customs Management • Partial PO Consolidation • Expanded Filing Partnerships (US/EU) • Import Entry Workbench
• Document Management • Canned Document templates • Document consolidation/grouping
• Global Trade Intelligence*
Phase 5 Special Duty Programs & Trade Finance
• Trade Preference Programs • Bonded Warehouse • Special Economic Zones • Duty Drawback Management
• Trade Finance* • Letters of Credit/Open Accounts • Wire Transfer process • Invoice Matching/Reconcilation
• Landed Cost Planning • Sourcing workbench • ALC vs. ELC reconciliation
• Document Management • Integration to UCM (Recordkeeping)
Future Product Direction Free Trade Agreements, Fusion
• Free Trade Agreements* • Supplier Solicitation • FTA Qualification & Rules of Origin
• Fusion Integrations • Tax, LCM, Sourcing
• Supply Chain Security • AEO (EU) • C-TPAT (US)
• GTI: Carrier/Broker Scorecards
Oracle Global Trade Management Product Roadmap Overview
* Proposed New Price List Item
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 19
Oracle GTM Customers
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A Few of Our Customers Aerospace & Defense High Technology Industrial Manufacturing Life Sciences
Retail Oil & Gas
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Oracle
• Project Overview – Worldwide
§ Product Classification § Export License Determination (Automated & Manual) § Export Screening (Automated & Manual)
§ Results • Fast and accurate product classification, export screening and export license
determination • Increased visibility • Shorter order release times
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 22
GLOBALFOUNDRIES § Company Overview
• GlobalFoundries Inc. is the world's third largest independent semiconductor foundry. • Project Overview
– USA, Germany, Singapore § Restricted Party List Screening, Sanctioned Country Screening § Classification (ECCN) § License Determination & License Management with balance depreciation
§ Results • Fully automated export compliance control replaced spreadsheet records of licenses and
end user statements • Item classification is more efficient and accurate. Flexible classification code management
and look up • Visibility and control of export licenses: usage, expiration, available quantity/value and
renewal are recorded in GTM
Global Trade @ Seagate February 2013
24
Cloud
Seagate Products, Customers and Markets Internal Storage Branded Products
Computing
Consumer Electronics
Personal Storage
SMB Storage
Wireless Storage
Home Media Sharing
Services
Video Capture
25
Seagate Global Presence
Oklahoma City, OK Teparuk & Korat, Thailand
Paris, France
Longmont, CO
Dublin, Ireland
Wuxi, China Maidenhead, UK
Munchen, Germany
Shanghai, China
Tokyo, Japan Beijing, China
Delhi, India Shrewsbury, MA
Suzhou, China
Taiwan
Amsterdam, Netherlands Shakopee, MN Bloomington, MN
Fremont, CA
Science Park, Singapore
Johor & Penang, Malaysia
Woodlands, Singapore
Sydney, Australia
Ang Mo Kio, Singapore
HQs, Admin and/or Sales Design
Customer Support Drive & Component Mfg
Springtown, N. Ireland
Scotts Valley, CA
Suwon, South Korea
Cupertino, CA
Seagate’s GTM Implementation
27
• Seagate joined Oracle Global Trade Management Strategy Council in 2007
• Purchased GTM in 2010 • Implemented GTM in 2011
– Implementation partners Oracle Consulting and Wipro
• Go-live January 2012
Background
28
• Maintain multi-country classifications – ECCN, HTS, License Flag – Allows for country-specific rule development
• Assignment at item record – Preferred – Assigned classifications are used for current and
future orders. – Time saving from just assigning classifications
once for multiple transactions
Item Classification
29
• Assignment at transaction line – Miscellaneous part numbers to handle unexpected
items • “Parent” classification
– Classifications are copied from related items to minimize time spend classifying same items
• Bulk Loader – Custom process to upload spreadsheet of classified
items. Allows for mass classifications for time saving.
Item Classification (continued)
30
• Screened when contact is created or updated, and when used on a transaction – Sanction Country – Red Flag List – Restricted Party List – Contact Name – Restricted Party List – Contact Address – Seagate’s own Restricted List for black listed customers
• Stand Alone Restricted Party Screening – Provides adhoc screening outside of GTM
• Bulk Loader – Custom process to upload spreadsheet of blacklist names and
addresses
Contact Screening
31
• Automated assignment of license or license exception (NLR & ENC) – Based on ECCN, Regions (based on “reasons for
control”), Other conditions • Implemented for United States (used globally) • Implemented for Singapore as Jan 2013 (SG
export only) • Working on Malaysia, European Union, Korea,
Hong Kong, Thailand
Export Compliance Rule Screening
32
• Automated holds for import review – Based on HTS, ECCN, Item Description, Remark
(“Used”) • Implemented for China, Malaysia, Singapore,
Thailand, United States • Allows Seagate to move from manual holds via
email to a process managed by GTM • Reduction in process breakdown and cost from
fines/delay
Import Compliance Rule Screening
33
Process Improvement • Allows world wide team to work off of a single dashboard
with instant visibility to management – Business Monitor
» Contacts that require review » Escalation review » Transactions on hold » Item updated » Expired item classification
• Reports – 13 custom reports for auditing, review, reference vs manual
SQL queries from previous system
Business Monitor and Reports
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 34
Q&A
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The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 36
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 37