What To Do When Your W2P Application Grows Up

What to Do When Your W2P Application Grows Up Using CMS & DAM to Manage Complex Assets

Agenda • Topics for Discussion • Characteristics of Growing Up • Trekk Case Studies • Grown Up Features • The Future • Conclusion

Topics for Discussion • Critical considerations for scaling Web-to-Print systems • Why it’s so important to use fewer, more sophisticated templates • How integrated digital asset management and content management systems can be used to solve check-in, check-out, workflow and versioning challenges

Characteristics of Growing Up • True Cross-Media Deployment Needs • Contact / Lead Management Requirements • Flexible / Expandable eCommerce Methods • Integration with Internal / External Systems • Management of Assets / Content Permissions • Archiving / Versioning Provisions • Hardware / Software Scalability

Off The Shelf vs. Custom W2P • Off The Shelf Products – EFI Digital Storefront – Printable PrintOne – Saepio Print Store – PageFlex Storefront – XMPie uStore • Custom Development Components – Production Management System – Composition Rendering Solution – eCommerce Engine – User Security and Profiles – Asset/Content Management • Why Not Both?

Trekk Case Studies • Hospitality Invitation Cards • Pharma Dynamic Asset Orders • Financial Continuity Program • Technical Partner Events • Retail Sign Shop

Hospitality Invitation Cards • Custom front end to meet client needs • Individual orders by host • One template with customizable image and text assets • Multiple languages supported • Orders formatted and inserted into off the shelf W2P system • Allows aggregation with burst sheets built into order stream to aid production • Order ganged and run every day

Pharma Dynamic Order Assets • Aggregation of orders from ERP • Order accepted by custom web services • Orders formatted into recipient list to drive template in production system • Burst sheets inserted into list • Dynamic retrieval of most recent assets for orders as needed • Integration of aggregated order to XMPie and ProMail

Financial Continuity Program • Orders placed once per month • Contacts for order managed • Multiple order items per order with future fulfillment dates • Order management front end to production system • Pull order items based on fulfillment date • Assets pulled based on needs • One design template with 18 layers

Technical Partner Events • Custom front end to off the shelf store front • One template with complex organization of assets into themes/topics • Rich Text files with formats and variables • Replaced previous system with several dozen templates • Reuse of assets for print-ready PDF and HTML email • Kits of multiple orderable items

Retail Sign Shop • Custom site with Content and Asset Management • Check In/Out, Workflow, Versioning and Archiving • XML content flexibility • Managed templates, images, text • Findability – Search / Tagging / Meta-Data • Large scale user management – Integration with LDAP/AD • E-Commerce – Accounts, Transactions, Credit s • Custom UI Widgets • Integration with production system

Grown Up Features • Managed Contacts • Asset Management • Content Management • E-Commerce • User Profiles and Security

Managed Contacts Features • Opt-In Recipients • Lead Management / Acquisition • Address Verification / Validation • Combined Internal / External lists • Integration with SFA / CRM / ERP • Campaign Membership

Asset Management Features • Check-In / Check-Out / Versioning • Automated formatting • Hi-res / Low-res swapping • External system integration • Personalized images

Content Management Features • Textual / Multimedia content in addition to image content • Preapproved formatted text blocks • Topic or theme organization • Findability • Tagging / Affinity trees • Integration

eCommerce Features • Configurable Product Types and Attributes • Product Catalogs, Groups, Bundles and Kits • Flexible Payment Options – Accounts – Pre-Paid Credit – Credit and Debit Cards • Integration with ERP and Accounting • Order Tracking and History

User Profile and Services Features • Flexible Username / Password – Database, LDAP, Federated • Extensible Profiles and Preferences • Social Media Features – Messages and Discussions – Tagging and Individual Categorization – Ratings and Reviews – Discussions

The Future • Mashups – Custom front end software integrating with multiple back-end and third party servers – SOAP, REST, AJAX, JSON • SaaS – Software as a Service – Hosted Semi-Custom Solutions • Cloud Computing – Scalable Customizable Hosted Solutions – Increasingly Competent based – Let the Professionals Provide Compute Commodities

Web-to-Everything

Conclusion • Current W2P off the shelf products are great if they meet client needs • Some can be part of a mashup solution that delivers custom requirements • Custom software architectures and components can deliver • The future is now

Questions? Jeffrey A. Stewart VP Technical Services stew@trekk.com

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What To Do When Your W2P Application Grows Up

by Jeffrey Stewart

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