Presentation Transcript

1. 2014 ANNUAL CONFERENCE & EXHIBITION Reference Architecture Provides Super Highway Of Efficiency for Trucking & Logistics Maja Tibbling -- Conway Annie Sparrow -- Estes Sundar Swaminathan -- Oracle Planning Your NextIT & Finance Move June 16-18 Lincolnshire Marriott Resort Lincolnshire, IL
2. ATA Antitrust Statement All ATA meetings are held in strict compliance with applicable state and federal laws and ATA’s antitrust policies that prohibit the exchange of information among competitors regarding matters pertaining to price, refusals to deal, markets division, tying relationships and other topics which might infringe upon antitrust regulations. No such exchange or discussion will be tolerated during this meeting. As an attendee it is your duty to avoid improper conversations.
3. Thanks To Our Sponsors! Gold Sponsor Welcome Reception Sponsor
4. Thanks To Our Sponsors! Silver Sponsors Walk Around Luncheon Sponsor Banquet – Pre-Dinner Reception Sponsor General Luncheon Sponsor
5. Thanks To Our Sponsors! Bronze Sponsors Registration Desk Sponsor Coffee Break Sponsor Continental Breakfast Sponsor
6. Reference Architecture Workgroup Update Why Reference Architecture and What Does It Involve? Reference Architecture For TL Reference Architecture for LTL Reference Architecture for Trucking and Logistics Reference Architecture in Action Conway Estes Next Steps With Reference Architecture Q&A Agenda
7. What You Get When You DO NOT Have a Plan….
8. What You Get When You DO Have a Plan!
9. Forces Impacting Trucking and Logistics Customer Expectations Time-definite services Real-time visibility to orders Value-added services Capacity Pricing Electronic collaboration Market Trends Continued growth of full truckload Continued growth of intermodal Expansion into third party logistics and other service lines Emerging model of owner operators Your Trucking and Logistics Enterprise People Process Technology Regulatory Environment Technology Trends Telematics: Load assignments, order tracking, Driver logs/Driver safety/in-cab videos Mobile, Social, Big Data (Driver/Vehicle monitoring) Process integration across the enterprise Service-oriented architecture EOBRs, HOS, CSA Driver safety Driver training Driver recruitment CDL monitoring
10. Trucking Industry Reference Architecture: What is it?It is a Framework for People, Process and Technology in the Trucking and Logistics Industry A layered blueprint for the industry – business capabilities, business processes, solutions, information, technology, and interactions The genome of the trucking industry Product neutral Applies to enterprises large and small A guide, not a prescription No one company creates it by themselves Provides accumulated knowledge
11. The Layers In A Reference Architecture Interaction: Interactions internal /external in the trucking/logistics industry ecosystem Business Capabilities: Core capabilities that support the trucking/logistics industry Business Processes: Processes enabling capabilities Solutions: Tools, applications, integrations enabling business processes Information: Entities generated and events triggered by business processes, which enable capabilities and drive business processes Technology: Provides the physical infrastructure (i.e. hardware, middleware and systems software, databases, etc) for operating the solution and information layer
12. Enterprise Architecture Proactively and holistically leads enterprise responses to disruptive forces Recommends policy changes and projects to achieve target business outcomes. Used to steer decision making toward the evolution of the future state architecture. Translates business vision and strategy into effective enterprise change Describes the enterprise's future state and enables its evolution toward desired business vision and outcomes
13. Reference Architecture to Enterprise Architecture Start with the Reference Architecture for a car Reference Architecture is an industry blueprint Enterprise Architecture is your company blueprint Reference Architecture serves as a guideline to compare to … Define the concept for your car Add your options that make it your car Select the parts that meet your needs Enjoy your car
14. Reference Architecture For Truckload CarriersKey Capabilities, Processes, Solutions Interaction Layer Supplier Portal Direct Phone Mobile Fax B2B/EDI Messaging Social Customer Portal / Company Website Security Business Capabilities Layer Sales Order Mgt Transportation Planning Financial Mgt. Safety & Regulatory Marketing Pricing/Rating Transportation Execution Human Resources IT Management Monitoring Business Process Layer Contact-to-Contract Quote-to-Cash Order-to-Delivery Source-to-Settle Hire-to-Retire Financial Balance-and-Control Business Solutions Layer Order Management Transportation Management Customer Relationship Management Human Resource Management Equip/Maintenance Management Carrier Management Fuel Management Pricing, Contracting and Rating Financial Management Safety, Regulatory, and Compliance Management Information Layer Customer Order Shipment Asset Supplier/Service Provider Employee Technology Layer Email Identity and Access Mgt. Content Mgt. Enterprise Service Bus Servers and Storage Systems Databases and Data Warehouses B2B Portals
15. Reference Architecture For LTL CarriersKey Capabilities, Processes, Solutions Interaction Layer Supplier Portal Direct Phone Mobile Fax B2B/EDI Messaging Social Customer Portal / Company Website Security Business Capabilities Layer Sales Order Mgt Transportation Planning Financial Mgt. Carrier Rel. Mgt. Marketing Pricing/Rating Transportation Execution Human Resources IT Management Monitoring Business Process Layer Contact-to-Contract Quote-to-Cash Order-to-Delivery Source-to-Settle Hire-to-Retire Financial Balance-and-Control Business Solutions Layer Order Management Transportation Management Customer Relationship Management Supplier Management Human Resource Management Carrier Management Cross Dock Management Freight Payment and Audit B2B Trading Partner Management Financial Management Management Information Layer Customer Order/Bill of Lading Shipment Equipment Supplier/Service Provider Tariff Technology Layer Email Identity and Access Mgt. Content Mgt. Enterprise Service Bus Servers and Storage Systems Databases and Data Warehouses B2B Portals
16. Reference Architecture For Trucking and Logistics Key Capabilities, Processes, Solutions Interaction Layer Supplier Portal Direct Phone Mobile Fax B2B/EDI Messaging Social Customer Portal / Company Website Security Business Capabilities Layer Sales Order Mgt Transportation Planning Financial Mgt. Lead Logistics Mgt. Marketing Trade Mgt Transportation Execution Human Resources IT Management Monitoring Business Process Layer Contact-to-Contract Contract-to-Go Live Quote-to-Cash Source-to-Settle Hire-to-Retire Financial Balance-and-Control Business Solutions Layer Order Management Transportation Management Customer Relationship Management Human Resource Management Trade Management Supplier Management Carrier Management Supply Chain Optimization Financial Management Supply Chain Visibility and Event Mgt. Management Information Layer Customer Order Shipment Asset Supplier/Service Provider Employee Technology Layer Email Identity and Access Mgt. Content Mgt. Enterprise Service Bus Servers and Storage Systems Databases and Data Warehouses B2B Portals
17. Developing the Next Level of DetailDecomposing Key Processes Manage Opportunities and Leads Generate Quotes Manage Sales Cycle Manage Orders Contact to Contract Quote-to-Cash Manage Pricing and Contracts Move Freight (Order to Delivery) Manage Accounts Invoice Customer Onboard Customer Manage Payments and Collections
18. Developing the Next Level of DetailDecomposing Key Business Capabilities Analyze Past Business Model Costs Analyze Existing Contracts Analyze Full Network Capacity Create Pricing Analyze Shipping Trends Pricing and Rating Audit System Setup Audit Pricing Audit Contracts for Compliance Maintain Rating Engine Rate Freight Bills Apply Rates to Freight Bills Audit Rates
19. Enabling Common Understanding of Terms UsedDefining Key Terms
20. Reference Architecture Workgroup Update Why Reference Architecture and What Does It Involve? Reference Architecture For TL Reference Architecture for LTL Reference Architecture for Trucking and Logistics Reference Architecture in Action Conway Estes Next Steps With Reference Architecture Q&A Agenda
21. About Con-way
22. About Con-way
23. Delivering Value – Business Perspective 23
24. Delivering Value – IT Perspective
25. IT Challenges – Collision Course 2.2 Billion Database Reads per Day Cloud and On-premise applications Complexity Over 12 Million Transactions Daily Business Continuity & Disaster REcovery B2B and Application Integration 3 BusinesS Units How do we enable the business strategy? How do we make the right technical investment decisions?
26. Without a Plan, This Could be the IT Future!
27. Reference Architecture in Action at Con-way – A Menlo Case Study Strategy – Improve Win Rate and Profit Margin on Transportation Projects Objective - Define and deliver strategic solution for end to end global transportation management.
28. Reference Architecture in Action at Con-way – A Menlo Case Study The Road We Followed – Major Mileposts
29. Reference Architecture in Action at Con-way – A Menlo Case Study
30. Reference Architecture in Action at Con-way – A Menlo Case Study
31. Reference Architecture in Action at Con-way – A Menlo Case Study
32. Reference Architecture in Action at Con-way – A Menlo Case Study
33. Reference Architecture in Action at Con-way – A Menlo Case Study
34. Modified Optional A B C A E F D E F Custom Built I G G H I Capabilities e.g. Freight Audit and Payment Product e.g. Automotive Transportation Offering Reference Architecture in Action at Con-way – A Menlo Case Study
35. Reference Architecture in Action at Con-way – A Menlo Case Study
36. Reference Architecture in Action at Con-way – A Menlo Case Study
37. Reference Architecture in Action at Con-way – A Menlo Case Study
38. Reference Architecture in Action at Con-way – A Menlo Case Study Select the best go forward solution to meet the business’ strategic objectives!
39. So… How Would a Transportation Industry Standard Reference Architecture Have Helped Con-way and Menlo? The Business Capabilities breakdown structure would have been defined already. Many hours of analysis, collaboration, travel, etc. were spent creating the list that drove much of our strategic process steps. There were 5 core team member dedicated to this effort. Strawman Processes would have been defined which together with the capabilities would have helped us with how to represent our current state VSMs.
40. Reference Architecture Workgroup Update Why Reference Architecture and What Does It Involve? Reference Architecture For TL Reference Architecture for LTL Reference Architecture for Trucking and Logistics Reference Architecture in Action Conway Estes Next Steps With Reference Architecture Q&A Agenda
41. Reference Architecture In Action - Estes
42. Capabilities Modeling at Estes Use Capabilities for Setting Context and Establishing a Common Language
43. Capabilities Modeling at Estes Use Capabilities for System-Independent Evaluation of Change Strategic Value Business Practice Maturity Technology Contribution
44. Reference Architecture in Action Summarize Investments
45. Reference Architecture in Action Compare Strategic Priorities to Investments
46. Reference Architecture in Action Compare Current State Portfolio with Future State Capabilities and Investments
47. Business Process Modeling via Capabilities Map processes through High-Level Capabilities to show: Interdependence of Capabilities Ownership Intersections
48. Understanding Costs via Capabilities Capability Summaries used in conjunction with Process Modeling create Total Cost to Serve for a given high level business process = Total Cost per High Level Process
49. Reference Architecture Workgroup Update Why Reference Architecture and What Does It Involve? Reference Architecture For TL Reference Architecture for LTL Reference Architecture for Trucking and Logistics Reference Architecture in Action Conway Estes Next Steps With Reference Architecture Q&A Agenda
50. The Road Ahead…Next Steps for the Reference Architecture Effort Create a secure website on the ATA ITLC portal to share deliverables from the workgroup Deploy reference architecture assets as they are developed for review, and feedback from the broader ITLC community. Key Deliverables for 2014-2015: Reference Architecture Initiative Overview Presentation Reference Architect Layers Architecture on a page (Truckload) Architecture on a page (LTL) Architecture on a page (Trucking and Logistics) L1/L2 Business Process Decomposition (Truckload) Definitions for Key Terms
51. Thank You ForYour Attention! Questions? Maja Tibbling Con-way, Inc. Tibbling.maja@con-way.com Annie Sparrow Estes-Express Annie.sparrow@estes-express.com Sundar Swaminathan Oracle sundar.swaminathan@oracle.com