Global Trade Management 101

Asli Yimenicioglu & Daniel Schoerner

Oracle Product Strategy

August 11, 2014

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Program Agenda

Strategy & Overview

Product Capabilities

Future Plans

Open Q&A

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Strategy & Overview

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Oracle Global Trade

Management
Solution

Distributed Order
Orchestration
Global Trade
Management

Optimizes and executes the customs

and compliance activities across all
orders and shipments
Capabilities

Denied Party Screening

Sanction & Embargo Screening
Product Classification
Trade Control Determination
& License Management
Customs Management

Transportation
Intelligence

Warehouse
Management

Order
Management

Supply Chain &

Order Mgmt Intelligence

Fleet
Management
Transportation
Management

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Typical Supply Chain Today

3) Export from US to EU
Product Classification
Embargo Check/ DRPL Screening
Export License Management
Printing of Export Documents
Electronic Communication (AES)

1) Import to US from China

Product Classification
Embargo Check
DRPL Screening
Import License Management
Printing of Import Documents

4
1

2
2) Import to US from Mexico
Product Classification
Embargo Check

DRPL Screening
Import License Management
NAFTA

5) Export from EU to Other Countries

4) Import to EU from US
Product Classification
Embargo Check
DRPL Screening
Import License Management
Free Circulation

Product Classification
Embargo Check
DRPL Screening
Export License Mgmt
Printing of Export Docs
Electronic Communication
(NCTS, ATLAS, etc.)

Trade Preference Processing

Restitution Handling

Transit Procedures
Duty & VAT Calculations
Printing of Import Documents
Electronic Communication
(NCTS, ATLAS, etc.)

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Global Trade Remains Manual Process

In many key areas, most companies have no
automated capability
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

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Oracle Global Trade Management

Go-to-Market Strategy Delivers
GTM 6.1
High Tech Exports
Industrial Mfg/Life Sciences
Replace Vastera

Release Strategy

6.1

6.2

GTM 6.3
Complex Global Exports
Basic Imports
Aerospace & Defense

6.3

6.3.3

6.4

GTM 6.4.x
ELC (Import/Export)
Trade Agreements
Duty Relief

6.4.x

Early Adopter Support

Oracle Customers
wanted GTM

GTM 6.2
Oracle/Sun Rollout
ERP Integration

GTM 6.3.3
Expanded Trade Content
Complex Import Classification
Global Trade Analytics

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

Oracle GTM Strategy Council

Established in 2007

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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 crossborder transactions.
Single source of truth for global trade

5/29/14

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ERP Integration
ERP agnostic
SAP, Oracle, etc

Multiple sources
integrated to single
GTM instance

Master
Data
XML / Web
Services

Multiple order types

Sales order

Transactions
Received

Global Trade
Management

Transactional
Data

Purchase order

Manual

Service order
Shipments

Engine Calls

5/29/14

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Enterprise-Wide Global Trade Management

Multi-domain architecture
Top Level
Full Visibility

Parent
Company

Business 1

Business 2

Business
n

Domains
Partitioned
Visibility &
Functionality

Configure
Software
for Specific
Divisions / Lines of
Business

Business Logic: User interface, workflow, reports, integrations

Security: Segmented data and functional security
Customization via configuration
Expand without having to buy another system
5/29/14

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12

Oracle Global Trade Management

Single Global Platform
Control Globally

Execute Locally

Classify, screen, monitor, & file for all orders / shipments

- All divisions
- All product flows (inbound, outbound, internal)
- All modes of transportaion

Visibility across the global network

Accommodate line of business, geographic region, and supply chain flowspecific business practices
- Workflows, business logic, reports, etc.

Using multiple languages and currencies

- User interface configuration by region / country, user groups

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
5/29/14

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13

A Few of Our Customers. . .

High Technology

Industrial Manufacturing

Aerospace & Defense

Life Sciences

Oil & Gas

Retail
Logistics & Services

5/29/14

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Product Capabilities

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Oracle Global Trade Management

Product Family
Classify

Execute

Screen

File / Report

Audit

Global Trade Management

Global Trade Management

Trade Compliance

Customs Management

Global Trade Intelligence

Content Management

Trade Control Determination

Customs Policy Management

Trade Analytics

Master Data Management

Policy Management

Shipment Consolidation

Global Trade KPI Library

Product Classification

License Management

Customs Filing + AES

Import & Export Dashboards

Restricted/Sanction Screening

ITAR Compliance

Customs Documents

Mobile BI Platform

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Centralized Trade Data Repository

As many classifications
as you want!!

Global Approach
Trade Item (as shown)

Bill of Materials
Trade Party
Customers, Suppliers, Brokers, etc

Regulation Management
Government regulations
Process specific business rules
Company specific policies

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Product Classification
Trade Item Data

What classification is
appropriate for my
item?

Classification Lookup
Classification Translation
Classification Templates
Detect Invalid Classification
Mass Update
Integrate with Product Data Hub

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Duty & Tax Analysis

What duties and taxes

apply?

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Restricted Party Screening Workbench

Which customers are
of concern?

And Why?

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Export Control Regulations

Sample from Export Administration Regulations

Is my item subject
to any controls?

What else do I need

to know?

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License Management
Which licenses do I
have available?

Which licenses can I

use for this
transaction?

When does this license expire?

What is the remaining balance

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Managing a Documents Lifecycle

Where do I manage
revisions?

Can I preview a
document?

Easily review documents or electronic filings

associated with a shipment

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

Oracle Global Trade Intelligence

Product Overview
CHALLENGE

Leverage global trade data in order to optimize processes in support of

both strategic and tactical corporate initiatives

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*
Delivered as a new module of Oracle Global Trade Management
* Also requires Fusion Transportation Intelligence

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

GTI Terminology
OBIEE

Facts & Dimensions

Historical Database
ETL

Dashboard
HD Star* Schema

Report

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Roadmap & Future Plans

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26

Safe Harbor Statement

The following 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 Oracles products remains at the sole discretion of Oracle.

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Oracle GTM Proposed Roadmap

Phase 4
Special Duty Programs
Free Trade Agreement Support

Phase 5
Complex Retail & Trade Finance

Customs Management
Customs Valuation
Duty & Tax Calculation
Landed Cost Smulator
Entry Management
Duty Relief Programs
Expanded Filing Partnerships (US/EU)

Trade Agreements
FTA Qualification
Rules of Origin
Certificates of Origin

Trade Agreements
Eligibility Screening
Campaign Management / Supplier Solicitation
Document Management
Single Administrative Document (SAD) [EU]
ISF [US]

Phase 6
Supply Chain Security & Integration
Global Trade Management
Integrations: Tax, LCM, Procurement,

Trade Finance
Letters of Credit/Open Accounts
Wire Transfers
Bank Payment Obligations (BPO)
Invoice Matching/Reconciliation

Supply Chain Security

AEO (EU)
C-TPAT (US)
Other Security Program Support

Reportng & Analytics

Carrier Broker Scorecards

Document Management
Intrastat [EU]
Packng Slp
Other Customer Drven Documents

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Q&A
Q&A

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