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Transportation Management
An Integrated System
Agenda
About the Company
WebXpress Solution Suite
Transportation Management System
TMS Models
Solution Case: Business Intelligence
About ECFY
Company Snapshot
Genesis
• Private limited company
• Founded in November 2004
• Based at Mumbai
• Development centers at Mumbai & Surat
• Global Presence
Technology
• Web based technologies
• Microsoft technologies
• AJAX, C# .Net, SQL 2005, SSRS
• Mobile: SMS/ GPRS, Windows Mobile
Team Profile
• Business Process consultants
• Training and Process Head
• Project Managers- 9+ years exp
• System & database designer- 6+ years exp
Solution Focus
• Transportation & Fleet Management
• Warehousing
• Supply chain visibility
• E-commerce and Home Delivery
• Business Intelligence
• Devices: Mobile, GPS, RFID/ bar coding
Customer Segment Focus
• Logistics Service Providers (LSPs)
• User of Logistics Services (LSUs)
WebXpress Solution Suite
WebXpress Product Suite
Finance & Accounts | CRM | HRMS
Business Intelligence- Qlikview
DEVICES
Mobile
GPS
Bar Code
RFID
B2B
Integration
EDI
RosettaNet
XML
Allied Services: Managed Web Hosting | Connectivity
Customer Portal
• Tracking
• Invoice
• Payments
• Complaints
• Enquiry
• Contracts
• E-POD
WebXpress Transaction Suite
Fleet Management Transportation WarehousingFleet Management Transportation WarehousingFleet Management Transportation WarehousingFleet Management Transportation WarehousingFleet Management
WebXpress Product Features & Controls
WebXpress TMS features
WebXpress TMS ControlsWebXpress TMS
Controls
Microsoft Excel 97-2003 Worksheet
Why WebXpress?
Lineage
• Promoted by professionals
• From IT and logistics industry
• Global expertise for local needs
Support Infrastructure
• Online Customer Support Portal
• Telephonic and IM support
• Project Management Office
Domain Focus
• Undiluted focus on Supply chain
and Logistics
• Product focus with Services
• Transaction to Analysis
Diversified Customer base
• Start-ups to industry leaders
• LSPs and User industry
• IT challenged to IT mature
The WebXpress Advantage
Proven Solution
• Over 2000 users, 1200 locations,
2 mn transactions per month
• Built in Industry practices
Ecosystem Approach
• One stop solution
• Web hosting to GPS to training
• Enabled through partners
A Technology Solution that works even at the Bottom of the Pyramid
WebXpress Customers
WebXpress is used by
WebXpress Partners
Qliktech Inc
Business Intelligence Solution
www.qlikview.com
Banyan Commerce
EDI Technology Partner
www.banyancommerce.com
Netmagic Solutions
Web Hosting Partner
www.netmagicsolutions.com
Anantara Solutions
Logistics Consulting and Systems Integration Partner
www.anantsol.com
WebXpress
Application+
DatabaseServers
INTERNET
Internet Data Center.
• Branch Offices
• Area Offices
• Hub Centers
PC with Browser- IE 6+
High-speed Internet Link
FIREWALL
Serversat
Transportcompany
Interface System
Users at Transport company
HO personnel
Sys. Admin
Firewall Server
LAN
Transport company HO
Broadband connection
Technical Infrastructure for WebXpress
GPRS connection
Solution Offering: WebXpress TMS
WebXpress TMS Modules
WebXpress TMS
Vendor contracts Online accountsInvoice & payments
Customer contracts
Demand Management
TrackingOperations
Reports
Security management
POD Management
GPS SYSTEM RFID/BAR CODING MOBILE SYSTEM
Customer Self
Service Portal
• Tracking
• Invoice
• Complaints
• Enquiry
• Rates
• E-POD
• Octroi Rcpts
• MIS
3PL/TRANSPORT SERVICE PROVIDER
Type of companies covered by TMS
3PL Provider Manages transportation for end customer
Works with transportation partners for capacity
Dockets booked by transportation partner
Billing to end customer on a back to back contract
Vendor payment based on dockets booked
Transportation Company/ Own
booking by 3PL
Provides his own transportation capacity
May have arrangements with dedicated vendors
Dockets booked by transportation company itself
Billing to end customer on docket booking
Vendor payment based on capacity
Business Models Covered by TMS
Full Truck Load [FTL]
Full Container load [FCL]
Less Than Truck Load [LTL]
Packers & movers [ Re Location]
Tanker movement [ Liquid
Cargo]
Express Cargo Delivery
Parcel Delivery
Local Delivery
Crossing
Movement from customer warehouse to warehouse, without
involving HUBS
Movement of Containerized goods from Port to ICD or ICD
to port
Movement using Transporters hub & spoke network
Movement Services of house hold goods .
Provide tracking from inquiry to shipment delivery
Movement services for Tanker movement & liquid Cargo like
Petroleum product, alcohol, Milk
Committed Time for door to door delivery employing hub &
spoke network
Godown pick-up and delivery with warehousing services
Intra-city Next Day Delivery
Delivery for another transporter, handover to a partner
transporter
Hub and Spoke Model
OPERATIONS• Booking of small parcels and LTL consignments
at branches• Consolidation at hubs• Hub to Hub movement on set routes• Transshipment to destination hubs and then to
branches• Delivery from branches using DRS
FINANCE• Transporter will charge customers for door to
door service• Transporter will deploy/ hire a vehicle capacity
and pay for km. run of vehicle• Transporter will manage all costs of booking to
delivery but charge customer a single amount
Branch 1
C1 C2
Branch 2
C3 C..n
Transshipment Hub
Transshipment Hub
Branch 1
C4 C5
Branch 2
C6 C..n
Full Truck Load Model
OPERATIONS• Booking of Full Truck Capacity• Point to point movement of vehicle from consigner
location to consignee location• No operational usage of transporter’s hubs or branches• Documentation at customer location
FINANCE• Transporter will charge customers for vehicle capacity
for a distance• Transporter will deploy his own vehicle or hire from other
vendors• Transporter may charge additional amount for loading,
unloading, multiple points of pick up and delivery etc.• Transporter may book multiple consignments of same
customer into same vehicle
C1 C1 C1
C2 C3 C4
Multi-point
pickup
Multi-point
delivery
Full Truck Load
Movement
WebXpress TMS - Hub and Spoke Model
Transportation Booking Process
Loading Sheet Preparation
Vehicle Contract
Docket Entry
Manifest Preparation
Pickup Run SheetPreparation
Booking Process
FMS- Trip Sheet Module
Customer Contracts
VendorContracts
Transportation Transshipment Process
Unloading Pre-alert Print
Load in New Vehicle
Manifest Preparation
Transshipment Process
Load in connection vehicle
Stock Update
Loading Sheet Preparation
Vehicle Arrival Update
Vehicle Unloading Report
FMS- Trip Sheet Module
Transportation Delivery Process
Unloading Pre-alert Print
Delivery Process
Stock Update
Delivery Run Sheet Preparation
Vehicle Arrival Update
Vehicle Unloading Report
Delivery Run Sheet Update Track & Trace
FMS- Trip Sheet Module
WebXpress TMS - Full Truck Load Model
Transportation Booking Process
Vehicle Hire Contract
Docket Entry
Manifest Preparation
Booking Process
FMS- Trip Sheet Module
Customer Contracts
VendorContracts
Transportation Delivery Process
Unloading Pre-alert Print
Delivery Process
Stock & Delivery Update
Vehicle Arrival Update FMS- Trip Sheet Module
WebXpress TMS - 3PL Model
3PL Operations Process in WebXpress TMS
En-route Status Update
POD Movement
3PL Docket Entry
Delivery Status Update
Customer Contracts
GPS Data
VendorContracts
Transportation POD Movement
POD Process
POD Scan
POD Forward
Delivery Update
POD Receipt Acknowledgement
POD to Consignor with Bill POD to Next Location
Track & Trace
Invoice Process
Invoice
Bill generation
Docket BookingPOD Arrival & FinalizationDocket Financial Edit &
Finalization
Bill Collection
Bill submission update
Generate MRCheque: Deposit VoucherCash: Receipt Voucher
Update CBS & A/R
Customer Contracts
Contract Features:
• Business Model wise contracts- LTL, FTL, 3PL, IDT, Secondary Movement• Pay basis wise plus Service Wise• Multiple Active Contracts• Single slab, Multi slab, FTL-Capacity based• Rates- Per Kg., Per Ton, Fixed, Fixed + Variable
Contracts are enforced at time of docket entry
This reduces errors and also ensures revenue in line with contracts
Leads to lesser Invoice rejections thus better working capital
Vendor Contracts
Contract Features
• Contracts for long haul, local vendors, BA
• Fixed route, Per Kg., Per Km, Per docket
• Switching between multiple contracts
Contracts are enforced at time of VHC entry/ payments
Reduced mistakes in vendor payment, higher efficiency
Faster vendor payment, better service level from vendors
WebXpress TMS- Key Benefits
Real Time information visibility across Transportation network
Reduction in costs due to• Reduction in data entry time and effort• Measurement of transaction wise profitability• Tighter control on vehicle deployment expenses
Increase in income due to• Ability handle higher work volume with same investment in staff and facility• Better service leading to better customer satisfaction, thus more business• Better information on customers leading to targeted sales effort
Savings in working capital• Smaller and more accurate billing cycle• Faster collections• Daily control on cash & bank across locations
Solution Case: BI on TMS
Problem Statement
Management mandate:
Provide a complete picture of a given customer’s business transactions with Logistics Company.
Analytics Team
Size 2 persons
Qualifications MBA, 3-4 years of experience
Cost to the company Rs. 50,000 pm per person
Per day cost of team Rs. 4000
Work for Analytics Team
Names of top five customers by sales
What are top booking locations and top delivery locations for these customers
Provide number of dockets booked, sales, billing and unbilled for each customer
Provide breakup of sales by Pay Basis, Mode of transport
Show me the breakup by number of dockets, sales in Rs. Lakhs. Also provide % breakup of these.
Show me sales trend over last one year
Show me sale trend for this month and also for previous month
What is my average sales per docket for this customer
What is my yield across pay basis and for individual pay basis
Traditional method using ERP reports
Step 1: Get all customer related reports
• Sales register for last 2 years
• Bill register
• Sales summary- location wise, business type wise, pay basis wise
• Outstanding report
• Time taken: 2 hours
Step 2: Collate information using XLS
• Use pivot tables, filters, macros to get to various out put
• Convert data into charts using chart wizards
• Time taken: 6 hours
Step 3: Present the data
• Prepare a presentation; build in charts, XLS links
• Time taken: 2 hours
Thus, total time taken for ONE customer analysis will be 10 hours. Given learning curve effect, it may not take that
long for next customer analysis.
The Next Level of Analysis
Now, will it be possible for the team to answer all of following questions:
• Please above analysis for a particular ZONE
• Please given analysis for mode=Air and Pay basis=TBB
• Please show data only fro 2008
• Now show data for 2007 and 2006 but not 2008
• Please show data across the years only for Monsoon- that is Jul, Aug and Sep
• Show day wise sales trend for January 2008
• Show data in %, number of transactions and sales in Rs. Lacs
• Show data combined for customer A and customer
In all probability, the team will have to get back to drawing board, ask for more data, redesign charts etc. So at the end of the day management does not have answers to all questions and analysis team’s efforts are only half appreciated.
Analysis using Qlikview
Step 1: Open Qlikview and open Customer Snapshot Analysis
Step 2: Reload latest transaction data
Step 3: Answer questions as put up by management, in full graphical view, in a single dashboard
Total time: 5 minutes
Time available to answer queries: Entire day
Seeing is believing: Data Across Customers
Scenario Building
Shows Analysis for:
• Customer: All names same as similar to- Ingram Micro • Year 2008• Month- Jan to March• South Zone + North Zone• Pay basis- TBB and To Pay• Mode of service: ALL
Show following output
• Shows sales breakup in %• Show Pay basis breakup• Show yield• Show unbilled and billed• Shows daily sales trend• Show top booking and delivery locations
Data for a given customer
Thank You
KEEP IN TOUCH
Headquarters Regional Sales Office
114, Sundervilla, S. V. Road,
Santacruz (West), Mumbai – 400052
+91 93 232 428 02
+91 22 325 735 60
ECFY Consulting Pvt. Ltd.
107, First Floor, Suncity Trade Tower,
Sector–21, Gurgaon – 122001
+91 93 117 363 59
[email protected] www.webxpress.in