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Click Less, Ship More: Getting the Most Out of OTM Workbenches

Air Date: Thursday, Nov 5th

OTM workbenches can bring an entire workflow onto a single screen, yet many organizations aren't taking full advantage of their capabilities. In this session, GoSaaS and Oracle will showcase real-world workbench examples tailored to different roles within a logistics organization. Attendees will learn how to streamline everyday tasks, reduce unnecessary clicks, and make faster, more informed decisions.

Key takeaways include:

Role-Based Workbenches: Tailoring workbenches to specific roles, including configuring a workbench as a user's home screen for immediate access to their daily tasks.

Role-Based Workbenches: Tailoring workbenches to specific roles, including configuring a workbench as a user's home screen for immediate access to their daily tasks.

Operations Management: Monitoring delayed shipments, identifying orders that failed to plan, analyzing utilization trends, and drilling down into shipment details.

Operations Management: Monitoring delayed shipments, identifying orders that failed to plan, analyzing utilization trends, and drilling down into shipment details.

Spot Bidding and Carrier Selection: Bringing carrier KPIs and scorecards alongside live spot bids, with the ability to award bids directly from the workbench.

Spot Bidding and Carrier Selection: Bringing carrier KPIs and scorecards alongside live spot bids, with the ability to award bids directly from the workbench.

Sourcing and Freight Settlement: Leveraging workbenches to improve visibility into sourcing analytics and freight settlement processes.

Sourcing and Freight Settlement: Leveraging workbenches to improve visibility into sourcing analytics and freight settlement processes.

Register to watch the full recording

Speakers

Rupal Shah Rupal-headshot
Rupal Shah
Group Manager, OTM – SCM Development, Oracle Corporation

Rupal Shah is a Group Manager in Oracle Application Development for Oracle Transportation Management (OTM), with more than 20 years of experience in software development and agile project management. She brings extensive logistics and supply chain expertise, with hands-on development experience across OTM's Enhanced Workbench, user interface, integration, fleet, and dock scheduling capabilities. A certified Scrum Master and Technical Lead for the Workbench Team, Rupal focuses on aligning technical innovation with business needs and driving continuous improvement.

Vicky Spurlock Vicky
Vicky Spurlock
Master Principal Solution Engineer, Oracle Corporation

Vicky Spurlock is a Master Principal Solution Engineer at Oracle with more than 20 years of experience in information technology and logistics. She specializes in Oracle Transportation Management (OTM), bringing expertise in software development, supply chain solutions, and cloud and on-premises implementations. Her experience spans third-party logistics, retail, pharmaceuticals, chemicals and industrial products, manufacturing, and agriculture. Vicky combines deep technical knowledge with a practical understanding of business needs to help organizations address transportation and logistics challenges.

Zach Lockhart zach
Zach Lockhart
Solution Architect, GoSaaS, Inc. - An Argano Company

Zach Lockhart is a Solution Architect at GoSaaS with over seven years of experience implementing Oracle Transportation Management (OTM) across a variety of industries. His expertise spans the full transportation lifecycle, including planning, execution, freight settlement, and integrations with ERP systems, warehouse management systems, and third-party platforms. He specializes in designing and implementing OTM solutions that streamline transportation processes and improve operational visibility. He has also presented on OTM workbenches at the OTM SIG and as part of the GoSaaS/Oracle webinar series.