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Perfion
info@perfion.com
www.perfion.com
5 crucial questions you
need to answer before
choosing a PIM system
- a simple roadmap to managing product data with success
25 crucial questions you need to answer before choosing a PIM system
Content
03	 A guide to a better decision - for you
04	 1. Where do you use your product data?
06	 2. Where do you receive product data from?
08	 3. How complex is your product information?
10	 4. What work processes must PIM support?
12	 5. How close should the PIM system be integrated with ERP?
14	 One last bit of advice:
	 Find the right balance between a standard or a special solution
Perfion | info@perfion.com | www.perfion.com
35 crucial questions you need to answer before choosing a PIM system
A guide to a better decision -
for you
Product Information Management – or PIM
–dealswithmakingcumbersomeprocesses
easier and giving you full control over
product data throughout the entire life of
the product and in all possible channels.
A task which is difficult to understand and
time consuming to handle without central
management of product data.
It is about simplicity, but investing in PIM is still a com-
plex decision. Mainly, because PIM affects many different
parts of your business. Both in relation to data and the
people who use it.
We have written this guide to help you reach the best pos-
sible basis for your decision before you invest in a PIM
system. If you want to achieve full value out of your in-
vestment, finding a PIM system that matches your needs
in all the key areas is critical
Based on our experience from hundreds of customers all
over the world, we have selected 5 questions that are es-
sential for a solid identification of needs. The questions
provide you a qualified basis on which to evaluate differ-
ent PIM solutions.
1.
Where do you use your
product data?
Perfion | info@perfion.com | www.perfion.com
55 crucial questions you need to answer before choosing a PIM system
Where do you publish and distribute data?
-- Website?
-- Webshop?
-- Catalogs – both digital and print?
-- Mobile Apps?
-- Amazon, eBay, or similar marketplaces?
-- Data sheets?
-- Customer-specific price lists?
-- Data files for customers and dealers?
-- Direct mail?
-- E-mail marketing?
-- Social media?
-- Intranet?
An overview of the need for distribution of data provides
you with an important indicator for how urgent the need
for a PIM system is.
For example, if your business is based solely on your own
webshop and you do not publish data in other places,
then you perhaps do not need a PIM system. In this sce-
nario, it may be possible to manage product data directly
in the webshop and not place a burden on overall pro-
cesses. But if you also need to make catalogs or sell your
products on other platforms, then you have a case for a
PIM system.
The simple rule of thumb is: The more channels, formats,
and languages, the easier it is to justify a business case
to acquire a PIM system.
1. Where do you use your product data?
Most companies invest in PIM, because they need to distribute their product data across
many different channels, formats, and languages. Furthermore, it is almost impossible to
ensure updated and consistent information across all channels in an efficient manner if
you do not have a central place to store and maintain data.
Therefore, it is crucial that you have an overview of how your product data is to be used to
help you ensure that your PIM system supports your needs in these areas.
Think about tomorrow…
When you review your needs for distributing data, you should also keep an eye on the horizon. What does your
business strategy look like? Could e-commerce become a reality within the coming years? Are you on your way
into new markets – possibly in other languages?
The ability to change quickly is essential in a world where the markets develop faster and faster, so it is import-
ant that your PIM system can keep up with your development.
2.
Where do you receive product
data from?
Perfion | info@perfion.com | www.perfion.com
75 crucial questions you need to answer before choosing a PIM system
Which external sources contribute with product information?
-- Suppliers?
-- Subcontractors?
-- Photographers?
-- Text writers?
-- Translation agencies?
-- Industry-specific portals?
2. Where do you receive product data from?
Product information is often generated internally in the company, but it is important to
identify whether you also receive information from external sources.
Manual processing of product information from external sources can be a time-
consuming task, and therefore your new PIM system should be able to handle the external
sources.
Here it is important to remember that product information is not only raw product data, but
also images, translations, and meta data such as reviews, related descriptions, etc.
See PIM as a part of your digitalization
When you identify your product information and use scenarios, it is easy to focus on the specific task which a PIM
system must solve – for example receiving product images from photographers. It is a good idea to have a look
at it in a broader context and focus on how PIM can contribute to an increased digitalization of your company
and its work processes.
Is there some manual work that you currently have in connection with product data which could benefit from
being supported by a PIM system? And in the future, how can you use PIM to streamline your processes?
3.
How complex is your
product information?
Perfion | info@perfion.com | www.perfion.com
95 crucial questions you need to answer before choosing a PIM system
What does your product information consist of?
-- What data is registered on the products?
-- Is there a difference between data which is registered
on different types of products?
-- How many languages do you work with?
-- Is certain data shared by many products?
-- Do you work with variants and/or configurable prod-
ucts?
-- Do you use other types of data than product data
– so-called meta data – as a part of your product
information?
In particular, the latter meta data can be a challenge to
handle. An example could be a wine importer. In addition
to specific product information about the wine, the im-
porter will also need to be able to display more detailed
information about the grapes, the winery, the region, and
similarly – information which will be used across several
products and different marketing channels.
The issue of the complexity of production
information is rarely solved in a simple
manner. In this section we will give you
some pointers that can give you a picture
of what your future PIM system should be
able to handle.
It is not about the number of different
products, but more about the type of
product information you make use of
and how they are structured in relation
to one another.
Is your data ready?
Many companies immediately reply yes, if they are asked whether the quality of their product data is in order.
However, upon closer inspection, the reality often looks different.
Therefore, it is important to look carefully at the quality of the data before you implement PIM. The better the
data you put in, the greater value you get out of the system.
Some of the questions you can ask yourself, are:
Do we have the data we need? If not, do we have the resources to produce or obtain it?
Is the data consistent? For example, is length always expressed in the same way or can it be “20mm”,
“20 mm”, “20”, etc.?
How complete is the data? Do all products within a given category have the same data associated, or does it vary
from product to product?
The answers will give you an impression of whether there is a need to improve the data quality before the in-
troduction of PIM.
3. How complex is your product information?
4.
What work processes must
PIM support?
Perfion | info@perfion.com | www.perfion.com
115 crucial questions you need to answer before choosing a PIM system
How do you work with product data?
-- Who should interact with product information?
-- What should they do?
-- How should they do it?
-- When should they do it?
An important parameter to deal with in this context is the
PIM system’s way of displaying tasks which can and must
be done. One can basically distinguish between wheth-
er a PIM system sets the scene for working sequentially
or in a parallel manner with the handling of product in-
formation. That is, whether a task must be finished be-
fore the next can be started, or whether several users
can perform various tasks at the same time in relation to
product information. Therefore, it is worth considering
what is best for your organization.
4. What work processes must PIM support?
Implementing PIM in your organization will without a doubt mean that you will change
some of your work processes – simply because you have obtained a tool that makes
optimizing possible.
Yet there is good reason to map out how your more basic work processes look and what the
interfaces are like between the different departments and their use of product information.
Your PIM system must support your work processes in the best possible way – not least
in relation to role management. Who should have access to do what? Should different
departments each have their own rights? Should product data be able to be locked in
certain stages? What should external contributors have access to?
The answers to these questions will place important demands on your future PIM system.
To create an overview, you can use the following fundamental questions as a starting
point.
Is your organization ready for PIM?
To succeed with PIM requires a solid organization-
al anchoring – an anchoring, which rarely comes
by itself. That is why it is a good idea to identify
which departments must use the PIM system and
involve the employees early in the process. The
likelihood that the employees embrace the PIM
system increases significantly if everyone is on
board with which tasks the system must solve and
the value of doing things in a new way.
At the same time, it is important that management
makes it clear that the introduction of a PIM sys-
tem is a priority task which will be allocated re-
sources adequately.
5.
How close should the PIM system
be integrated with ERP?
Perfion | info@perfion.com | www.perfion.com
135 crucial questions you need to answer before choosing a PIM system
Which integration do you need between ERP and
PIM?
-- Should a product’s life cycle start in ERP or in PIM?
-- Should ERP data, such as prices and inventory status
for example, be visible in PIM?
-- Do you need to be able to maintain PIM data in ERP
without opening PIM?
-- Do you need to generate data sheets, or similar out-
puts, in ERP?
The first question is particularly important for many
businesses. For example, many merchants take advan-
tage of the possibility of letting the entire broad prod-
uct portfolio reside in PIM, until a product is sold, after
which it is transferred to ERP. Other companies need a
“sandbox”, where it is possible to work with products and
enrich them with data early in the product’s life cycle be-
fore the product is ready to be created in ERP.
However, one this is for sure - the more of the above
questions you can answer yes to, the closer the integra-
tion between PIM and ERP you need.
5. How close should the PIM system be integrated with ERP?
It goes without saying that a PIM system should work in conjunction with your ERP system.
However, there is a difference as to how different PIM systems integrate with ERP. In some
cases, it is only the exchange of data from ERP to PIM, while others offer closer integration
and data exchange in both directions between the two systems. Close integration provides
a range of possibilities, which you must assess as to whether you will be able to get value
out of.
Think PIM before ERP
If you are in a situation where you will soon be re-
placing or upgrading your ERP, there are a number
of reasons to get a PIM system in place before you
implement the ERP system.
By getting your product data in place in a PIM
system first, your ERP project will be more man-
ageable. PIM implementations have a remark-
able way of informing you on data that does
not belong in ERP, thus you should expect fewer
customizations inside your ERP. Among other
things, it becomes a question of cleaning-up
data so that non-current products are removed,
while creating better data quality for the exist-
ing products.
One last bit of advice:
Find the right balance between a
standard or a special solution
Perfion | info@perfion.com | www.perfion.com
155 crucial questions you need to answer before choosing a PIM system
One of the other issues you are guaranteed to have to consider is the extent to which you will have to customize the
system to your needs – in other words the balance between a standard and a customized solution.
For good reason, most will start off with a standard solution, but if you have special needs, it may be necessary to cus-
tomize the system.
You should be aware that the costs of implementation, maintenance, and operation increase in-line with customiza-
tions. While updates and new releases will be rolled out automatically to all customers on “the standard part” of a
system, you alone will pay for corrections in the areas that have been customized specifically for you. While the upgrade
of a standard solution is automatic, a customization will often mean that the system cannot immediately be upgraded
– and, as often is the case, the the customized solution will need to be customized again.
The discussion on standard vs. customization is often both long and heated, but in reality it is not so crucial to identify
the solution as one or the other. When it comes down to it, it is a question of finding the balance between what suits
your specific needs and the simplest possible with regard to the system.
Or in other words: Be sure to select a standard solution which is so dynamic that you can make the necessary adjust-
ments and that you can immediately support these adjustments in the future when the PIM system must be upgraded.
One last bit of advice:
Find the right balance between a standard or a special solution
If you have answered the questions in the 5 previous sections, then you now have a strong
basis for selecting a PIM system that suits your needs.
This guide is not intended to be an exhaustive list and there may of course be other themes
that are relevant to consider for your organization.
Perfion – Single Source of Truth
PIM Perfion is one single source for all
product information.
As the world’s only 100 % standard solu-
tion for Product Information Management,
Perfion PIM gives you the basis to optimize
your business’ processes so you can lower
time-to-market, win new markets, and al-
ways deliver the information your custom-
ers need.
Perfion’s open API makes it easy to integrate the solution
with the IT systems you use today – everything from your
ERP system to InDesign to your Office package.
Perfion PIM has been developed for businesses that
communicate in many channels and in several languages
and which have a complex product structure with a lot of
product data. With Perfion, you have one single source
for all of your texts, technical data, files, images, videos,
etc. It gives you full control of all product data on all
sales and marketing platforms.

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5 crucial questions you need to answer before choosing a PIM system

  • 1. Perfion info@perfion.com www.perfion.com 5 crucial questions you need to answer before choosing a PIM system - a simple roadmap to managing product data with success
  • 2. 25 crucial questions you need to answer before choosing a PIM system Content 03 A guide to a better decision - for you 04 1. Where do you use your product data? 06 2. Where do you receive product data from? 08 3. How complex is your product information? 10 4. What work processes must PIM support? 12 5. How close should the PIM system be integrated with ERP? 14 One last bit of advice: Find the right balance between a standard or a special solution
  • 3. Perfion | info@perfion.com | www.perfion.com 35 crucial questions you need to answer before choosing a PIM system A guide to a better decision - for you Product Information Management – or PIM –dealswithmakingcumbersomeprocesses easier and giving you full control over product data throughout the entire life of the product and in all possible channels. A task which is difficult to understand and time consuming to handle without central management of product data. It is about simplicity, but investing in PIM is still a com- plex decision. Mainly, because PIM affects many different parts of your business. Both in relation to data and the people who use it. We have written this guide to help you reach the best pos- sible basis for your decision before you invest in a PIM system. If you want to achieve full value out of your in- vestment, finding a PIM system that matches your needs in all the key areas is critical Based on our experience from hundreds of customers all over the world, we have selected 5 questions that are es- sential for a solid identification of needs. The questions provide you a qualified basis on which to evaluate differ- ent PIM solutions.
  • 4. 1. Where do you use your product data?
  • 5. Perfion | info@perfion.com | www.perfion.com 55 crucial questions you need to answer before choosing a PIM system Where do you publish and distribute data? -- Website? -- Webshop? -- Catalogs – both digital and print? -- Mobile Apps? -- Amazon, eBay, or similar marketplaces? -- Data sheets? -- Customer-specific price lists? -- Data files for customers and dealers? -- Direct mail? -- E-mail marketing? -- Social media? -- Intranet? An overview of the need for distribution of data provides you with an important indicator for how urgent the need for a PIM system is. For example, if your business is based solely on your own webshop and you do not publish data in other places, then you perhaps do not need a PIM system. In this sce- nario, it may be possible to manage product data directly in the webshop and not place a burden on overall pro- cesses. But if you also need to make catalogs or sell your products on other platforms, then you have a case for a PIM system. The simple rule of thumb is: The more channels, formats, and languages, the easier it is to justify a business case to acquire a PIM system. 1. Where do you use your product data? Most companies invest in PIM, because they need to distribute their product data across many different channels, formats, and languages. Furthermore, it is almost impossible to ensure updated and consistent information across all channels in an efficient manner if you do not have a central place to store and maintain data. Therefore, it is crucial that you have an overview of how your product data is to be used to help you ensure that your PIM system supports your needs in these areas. Think about tomorrow… When you review your needs for distributing data, you should also keep an eye on the horizon. What does your business strategy look like? Could e-commerce become a reality within the coming years? Are you on your way into new markets – possibly in other languages? The ability to change quickly is essential in a world where the markets develop faster and faster, so it is import- ant that your PIM system can keep up with your development.
  • 6. 2. Where do you receive product data from?
  • 7. Perfion | info@perfion.com | www.perfion.com 75 crucial questions you need to answer before choosing a PIM system Which external sources contribute with product information? -- Suppliers? -- Subcontractors? -- Photographers? -- Text writers? -- Translation agencies? -- Industry-specific portals? 2. Where do you receive product data from? Product information is often generated internally in the company, but it is important to identify whether you also receive information from external sources. Manual processing of product information from external sources can be a time- consuming task, and therefore your new PIM system should be able to handle the external sources. Here it is important to remember that product information is not only raw product data, but also images, translations, and meta data such as reviews, related descriptions, etc. See PIM as a part of your digitalization When you identify your product information and use scenarios, it is easy to focus on the specific task which a PIM system must solve – for example receiving product images from photographers. It is a good idea to have a look at it in a broader context and focus on how PIM can contribute to an increased digitalization of your company and its work processes. Is there some manual work that you currently have in connection with product data which could benefit from being supported by a PIM system? And in the future, how can you use PIM to streamline your processes?
  • 8. 3. How complex is your product information?
  • 9. Perfion | info@perfion.com | www.perfion.com 95 crucial questions you need to answer before choosing a PIM system What does your product information consist of? -- What data is registered on the products? -- Is there a difference between data which is registered on different types of products? -- How many languages do you work with? -- Is certain data shared by many products? -- Do you work with variants and/or configurable prod- ucts? -- Do you use other types of data than product data – so-called meta data – as a part of your product information? In particular, the latter meta data can be a challenge to handle. An example could be a wine importer. In addition to specific product information about the wine, the im- porter will also need to be able to display more detailed information about the grapes, the winery, the region, and similarly – information which will be used across several products and different marketing channels. The issue of the complexity of production information is rarely solved in a simple manner. In this section we will give you some pointers that can give you a picture of what your future PIM system should be able to handle. It is not about the number of different products, but more about the type of product information you make use of and how they are structured in relation to one another. Is your data ready? Many companies immediately reply yes, if they are asked whether the quality of their product data is in order. However, upon closer inspection, the reality often looks different. Therefore, it is important to look carefully at the quality of the data before you implement PIM. The better the data you put in, the greater value you get out of the system. Some of the questions you can ask yourself, are: Do we have the data we need? If not, do we have the resources to produce or obtain it? Is the data consistent? For example, is length always expressed in the same way or can it be “20mm”, “20 mm”, “20”, etc.? How complete is the data? Do all products within a given category have the same data associated, or does it vary from product to product? The answers will give you an impression of whether there is a need to improve the data quality before the in- troduction of PIM. 3. How complex is your product information?
  • 10. 4. What work processes must PIM support?
  • 11. Perfion | info@perfion.com | www.perfion.com 115 crucial questions you need to answer before choosing a PIM system How do you work with product data? -- Who should interact with product information? -- What should they do? -- How should they do it? -- When should they do it? An important parameter to deal with in this context is the PIM system’s way of displaying tasks which can and must be done. One can basically distinguish between wheth- er a PIM system sets the scene for working sequentially or in a parallel manner with the handling of product in- formation. That is, whether a task must be finished be- fore the next can be started, or whether several users can perform various tasks at the same time in relation to product information. Therefore, it is worth considering what is best for your organization. 4. What work processes must PIM support? Implementing PIM in your organization will without a doubt mean that you will change some of your work processes – simply because you have obtained a tool that makes optimizing possible. Yet there is good reason to map out how your more basic work processes look and what the interfaces are like between the different departments and their use of product information. Your PIM system must support your work processes in the best possible way – not least in relation to role management. Who should have access to do what? Should different departments each have their own rights? Should product data be able to be locked in certain stages? What should external contributors have access to? The answers to these questions will place important demands on your future PIM system. To create an overview, you can use the following fundamental questions as a starting point. Is your organization ready for PIM? To succeed with PIM requires a solid organization- al anchoring – an anchoring, which rarely comes by itself. That is why it is a good idea to identify which departments must use the PIM system and involve the employees early in the process. The likelihood that the employees embrace the PIM system increases significantly if everyone is on board with which tasks the system must solve and the value of doing things in a new way. At the same time, it is important that management makes it clear that the introduction of a PIM sys- tem is a priority task which will be allocated re- sources adequately.
  • 12. 5. How close should the PIM system be integrated with ERP?
  • 13. Perfion | info@perfion.com | www.perfion.com 135 crucial questions you need to answer before choosing a PIM system Which integration do you need between ERP and PIM? -- Should a product’s life cycle start in ERP or in PIM? -- Should ERP data, such as prices and inventory status for example, be visible in PIM? -- Do you need to be able to maintain PIM data in ERP without opening PIM? -- Do you need to generate data sheets, or similar out- puts, in ERP? The first question is particularly important for many businesses. For example, many merchants take advan- tage of the possibility of letting the entire broad prod- uct portfolio reside in PIM, until a product is sold, after which it is transferred to ERP. Other companies need a “sandbox”, where it is possible to work with products and enrich them with data early in the product’s life cycle be- fore the product is ready to be created in ERP. However, one this is for sure - the more of the above questions you can answer yes to, the closer the integra- tion between PIM and ERP you need. 5. How close should the PIM system be integrated with ERP? It goes without saying that a PIM system should work in conjunction with your ERP system. However, there is a difference as to how different PIM systems integrate with ERP. In some cases, it is only the exchange of data from ERP to PIM, while others offer closer integration and data exchange in both directions between the two systems. Close integration provides a range of possibilities, which you must assess as to whether you will be able to get value out of. Think PIM before ERP If you are in a situation where you will soon be re- placing or upgrading your ERP, there are a number of reasons to get a PIM system in place before you implement the ERP system. By getting your product data in place in a PIM system first, your ERP project will be more man- ageable. PIM implementations have a remark- able way of informing you on data that does not belong in ERP, thus you should expect fewer customizations inside your ERP. Among other things, it becomes a question of cleaning-up data so that non-current products are removed, while creating better data quality for the exist- ing products.
  • 14. One last bit of advice: Find the right balance between a standard or a special solution
  • 15. Perfion | info@perfion.com | www.perfion.com 155 crucial questions you need to answer before choosing a PIM system One of the other issues you are guaranteed to have to consider is the extent to which you will have to customize the system to your needs – in other words the balance between a standard and a customized solution. For good reason, most will start off with a standard solution, but if you have special needs, it may be necessary to cus- tomize the system. You should be aware that the costs of implementation, maintenance, and operation increase in-line with customiza- tions. While updates and new releases will be rolled out automatically to all customers on “the standard part” of a system, you alone will pay for corrections in the areas that have been customized specifically for you. While the upgrade of a standard solution is automatic, a customization will often mean that the system cannot immediately be upgraded – and, as often is the case, the the customized solution will need to be customized again. The discussion on standard vs. customization is often both long and heated, but in reality it is not so crucial to identify the solution as one or the other. When it comes down to it, it is a question of finding the balance between what suits your specific needs and the simplest possible with regard to the system. Or in other words: Be sure to select a standard solution which is so dynamic that you can make the necessary adjust- ments and that you can immediately support these adjustments in the future when the PIM system must be upgraded. One last bit of advice: Find the right balance between a standard or a special solution If you have answered the questions in the 5 previous sections, then you now have a strong basis for selecting a PIM system that suits your needs. This guide is not intended to be an exhaustive list and there may of course be other themes that are relevant to consider for your organization.
  • 16. Perfion – Single Source of Truth PIM Perfion is one single source for all product information. As the world’s only 100 % standard solu- tion for Product Information Management, Perfion PIM gives you the basis to optimize your business’ processes so you can lower time-to-market, win new markets, and al- ways deliver the information your custom- ers need. Perfion’s open API makes it easy to integrate the solution with the IT systems you use today – everything from your ERP system to InDesign to your Office package. Perfion PIM has been developed for businesses that communicate in many channels and in several languages and which have a complex product structure with a lot of product data. With Perfion, you have one single source for all of your texts, technical data, files, images, videos, etc. It gives you full control of all product data on all sales and marketing platforms.