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Outsourcing - The next frontier in Editorial Workflow
      Shivaji Sengupta – Vice President – Business Solutions
       WoodWing Publishing Conference 2007 Barcelona, Spain
Who is HOV Services?


                                                 • We Process over 10,000,000 Business
                                                   Transactions a Month
                                                 • 70+ Processing Centers Globally.
                                                 • Headquartered in Troy, MI
                                                 • Service over 50% of the Fortune® 100
                                                 • Employ 12,000+ People
                                                           12 000+
                                                 • Regional Delivery with Global Footprint
                                                 • Strong Platform with 4000 Customer Base
                                                 • 20+ Years Experience
                                                 • Six Sigma, ISO 9001, CMM Level 4 Certified
                                                       Sigma      9001
                                                 • Redundant Configuration / Quick Scalability
                                                                                   Canada



HOVS ranked in the top 25 of the Global
Outsourcing 100 List published in
FORTUNE® magazine by the International
Association of Outsourcing Professionals and
was recently named to the Global Services 100
distinguishing HOVS as one of the world’s most
      g      g
innovative outsourcing service providers.
                                                      Mexico            India          China
Industry Opportunities?
Workflow Evolution


Workflow in the 1970s               Workflow in the 2010s

 Type text, edit and send to         Copy text from manuscript,
  typesetter                          paste into layout and style
 Shoot photos, develop film,         Select digital photos
  select from contacts, make         Publish in Workflow
  glossies                           PDF proof for approval
 Read and correct proofs. Repeat.    Create PDF/X for printer from
  Repeat again                        InDesign and eMail
 Design layout in pencil and
  submit for approval
                                     Stand by the Blackberry all night
 Paste text on boards. Make
  photostats of photos to size
 Retouch and scale photos
 Rt     hd         l ht
 Send boards to photoengraver
 Approve blues
 Stand by press all night
Redefined Workflow?




Remote Workforces
Outsourcing
Media consolidation
Fragmentation
Editorial Workflow Eco System

Enterprise Wide       Content Management System
Applications:

•Content
 Content
                                   Editorial Workflow System
Management
•Learning             Archival
                      System
Management
•Human Resource
                                              Human Resource
Management                          Tools
                                              System
•Archival System
•Purchase / Finance
 Purchase              Finance                 Performance   Access Control
                      Managem
                      M                        Management      and Rights
                         ent
System                             Extranet      System       Management
                       System

•Indent and
Approval System.
Maintenance and Help Desk for
                             Editorial Workflow Eco System.
                              d to a o       o   co Syste

Biggest hidden costs in the application space:
• Maintenance of existing platforms.
• Development of new features / bug fixes
                                      fixes.
• Functional and Technical Help Desk for Users.
Costs hidden away in:
• Temp Programmers for set up who
  tend to stay long term.
                     term
• Onsite Contractors / Consultants for
  Help Desk needs.
• Maintenance left up to in-house
  technology groups / depts.
• Backlog of Development due to
  unavailability of in-house resources.
Typical Help Desk Scenario


                   Level I Customer Support

Application    Application         Application        Application     Application
     1              2                   3                  4               5


 Business        Business           Business            Business       Business
  Group           Group              Group               Group          Group



  Help            Help                Help               Help           Help
  Desk            Desk                Desk               Desk           Desk



              IT Infrastructure – Hosting Connectivity Servers etc
                                  Hosting, Connectivity,       etc.
Some of the Challenges Involved

• Staffing multiple teams of function and technical
  folks to
  f lk t maintain multiple systems in departments
              iti       lti l     t     id      t    t
  like IT, HR, MIS, Editorial, Fulfillment, Systems etc.
• Una ailabilit of skilled resources .
  Unavailability              reso rces
• Due to this Integration is virtually impossible and
  usually comes down to being a blame game when
  something goes wrong.
• Absence of a common strategic and Tactical plan is
  handle integration and roll outs.
• Lack of technical and functional documentation.
Seamless, Integrated & Effective
                                      Tech Custo e Suppo t
                                       ec Customer Support



                                   Business         Business          Business
                                    Groupp           Groupp            Groupp

                 Level I, II            Business Application ‘s / Portal ‘s
                 and III
Inbound Phone,
                 Customer
eMail and Web
                                       Application Help Desk for Bug
Chat Queries
                 Support               Fixes, Change Requests


                                       IT Infrastructure – Hosting,
                                       Connectivity, S
                                       C              Servers etc.
Integrated Support for Eco System

                           Integration
                           Tighter integration
                           between the various
Knowledge Exchange /
                           application systems
Documentation
                           leading to higher uptime.
Central Repository of
Technical and Functional
Knowledge of
WoodWing and its Eco
System.
St



                                                               Business Support
                                                               Finally one customer
                                                               support & tech group
                                                               that
                                                               th t can talk to various
                                                                        t lk t     i
                                       Global Changes
                                                               business groups to
                                       One team means one
                                                               develop one strategy
                                       strategy and One Fix.
                                                               to ensure satisfied
                                       No more indi id al
                                                 individual
                                                               customers and
                                       applications evolving
                                                               business outcome.
                                       disparately.
Components of Help Desk


•Functional Help: When Users
 Functional
need to know feature sets and
how to navigate them.
•Technical Help: When a set up of
the application or modules of it are
required.
required
•Development: When new
changes are requested for by the
      g          q          y
business groups.
•Maintenance: Include regular
activities like database
maintenance and troubleshooting
bugs.
bugs
The Support Model

                                              Incoming Support Calls
                                             for Workflow Eco-System
                                                     Support.
                        Co-ordination with
                       WoodWing and other
                            partners


                            Level 3 Co-                                Highly Productive
                                               Level 1 - Diagnostic
   Application             coordinating                                    Internal and
                                                   Support &
Development Team         Engineering Level                                External User
                                               Level 2 - Advanced
                             Support
                                pp                                             Base.
                                                Technical Support
                                                             pp




                                                  Respond to
               Improved                        Individual Needs
            Product / Service
                Quality
                                               Identify Sources
                                               of Dissatisfaction
              Feedback on
               Prevention

                                                 Conduct Root
                                                Cause Analysis
Levels of Engagement
Business outcomes for customers
       are the basis for services.




                “People d ’t b quarter-inch
                “P      l don’t buy     tih
                drills. They buy quarter-inch
                holes.”
                - Theodore Levitt
Top 4 Drivers for Outsourcing


Take on Short-Term Trials Before Making Long-
Term Commitments.
Look for ‘Thinking Out of the Box partners to
          Thinking Out-of-the-Box’
drive Knowledge Process Outsourcing.
Look for Pre-configured Solutions to Enable
                   g
Speed and Agility.
Global Delivery is the Way Forward.
Things to Avoid

    Avoid any design that is known to introduce inefficiencies. Also avoid any
    unnecessary step or steps that are likely to have a negative impact on
               y    p       p               y             g        p
    customer satisfaction.
•     Sorting. In a “sorting” model, calls
      are routed to groups of specialists.
                               specialists
•     Gatekeeper. A “gatekeeper” model
      forces customers to go through some
      intermediary group before they speak
      it       di          bf     th       k
      with an individual who may solve
      their issue
•     Callback. W li i
      C llb k We live in a world of instant
                                 ld f i t t
      gratification, and supporting
      customers in “callback” mode is no
      longer acceptable.
              acceptable
•     One size fits all. Customers have
      different needs and expectations.
Best Practices

    Certain models and processes have been proven, over time, to deliver good
    results. Industry studies have found that support centers providing world-
    class service have a number of common traits.
•    Define the level of service that         In the service and support world,
     your contact-handling process is
           contact handling                   the triage process must include
     intended to deliver, and then            defined escalation paths and
     design a model that will achieve         thresholds that ensure customers
     this objective.
             j                                will receive the appropriate level of
                                                                pp p
                                              attention.
•    Skills-based routing (SBR) is a
     technique that essentially           •   “Call Center” approach - Think
     matches customer needs to agent          about your service/ support
     skills.                                  operation as a “call/contact
                                              center,” as opposed to a “technical
•    Triage support methodology
                                              resource center.” A typical call or
                                                                    yp
     determines the urgency and
                                              contact center manager believes
     complexity of each incident so
                                              that the key to running a smooth
     that treatment decisions can be
                                              operation is efficient call-flow and
     made accordingly.
                                              call-handling processes.
Application Support Phases




                                                               Service
                                                               Optimisation
                                       Service
                                       Alignment               Decision Center

                    Service            Knowledge
                    Control            Management

Service                                Service Level
                    Help & Change      Management
Establishment       Requests
                                       Catalogue Mgt
                    Change Mgt
Service/Help Desk                      Business Intelligence
                    Problem Mgt
Incident M t
I id t Mgt
                    Release Mgt
Configuration Mgt
                    Discovery
Reporting
Creating Valued Partnerships


                                                    Adding Value
                                                          g
       Building Virtual
                                                 through Innovative
         ODC’s thus
                                                   and Convergent
     retaining talent and
                                                  Technologies and
           building
                                                     Initiatives
        accountability



                                                    Ensuring high
    Engaging clients
                                                   productivity on
   by addressing core
                                                  solutions executed
                                                    l ti         td
     business issues
                                                    thru motivated
      with focused
                                                         teams.
       solutions.


“Ideas won’t keep. Something must be done about them. When the idea is
  new,
  new its custodians have fervour, live for it and if need be, die for it.”
                          fervour                          be          it
                              Alfred Whitehead
The HOV Services’ Global BPO Advantage


             • Business Process Knowledge
             • End-to-End Solutions
               End to End
             • High Quality Skills &
               Resources
             • Flexibility
             • Commitment to Quality &
               Continuous Improvement
             • Common Technology
                         Technolog
               Platforms with Load
               Balancing &
               Disaster Recovery
             • Security
Gracias
                            Russian

                                                                                                          Thai

                                                Traditional Chinese




                                Thank You
                                                                                  Spanish




                                                                                            Obrigado
                                                                                            Ob i d
   Arabic

                                                                                               Brazilian Portuguese



                    Grazie                                            Danke
                                                                                              Merci
                                                                         German
                                      Italian



                                                                                                      French




                                                Simplified Chinese
            Tamil

                                                                                     Korean




                    Hindi
                                                                       Japanese




eMail: ssengupta@lason.com
 M il         t @l                                                     Call: 1
                                                                       C ll +1 248 835 0939

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Outsourcing The Next Frontier In Editorial Workflow Shivaji Sengupta

  • 1. Outsourcing - The next frontier in Editorial Workflow Shivaji Sengupta – Vice President – Business Solutions WoodWing Publishing Conference 2007 Barcelona, Spain
  • 2. Who is HOV Services? • We Process over 10,000,000 Business Transactions a Month • 70+ Processing Centers Globally. • Headquartered in Troy, MI • Service over 50% of the Fortune® 100 • Employ 12,000+ People 12 000+ • Regional Delivery with Global Footprint • Strong Platform with 4000 Customer Base • 20+ Years Experience • Six Sigma, ISO 9001, CMM Level 4 Certified Sigma 9001 • Redundant Configuration / Quick Scalability Canada HOVS ranked in the top 25 of the Global Outsourcing 100 List published in FORTUNE® magazine by the International Association of Outsourcing Professionals and was recently named to the Global Services 100 distinguishing HOVS as one of the world’s most g g innovative outsourcing service providers. Mexico India China
  • 4. Workflow Evolution Workflow in the 1970s Workflow in the 2010s Type text, edit and send to Copy text from manuscript, typesetter paste into layout and style Shoot photos, develop film, Select digital photos select from contacts, make Publish in Workflow glossies PDF proof for approval Read and correct proofs. Repeat. Create PDF/X for printer from Repeat again InDesign and eMail Design layout in pencil and submit for approval Stand by the Blackberry all night Paste text on boards. Make photostats of photos to size Retouch and scale photos Rt hd l ht Send boards to photoengraver Approve blues Stand by press all night
  • 6. Editorial Workflow Eco System Enterprise Wide Content Management System Applications: •Content Content Editorial Workflow System Management •Learning Archival System Management •Human Resource Human Resource Management Tools System •Archival System •Purchase / Finance Purchase Finance Performance Access Control Managem M Management and Rights ent System Extranet System Management System •Indent and Approval System.
  • 7. Maintenance and Help Desk for Editorial Workflow Eco System. d to a o o co Syste Biggest hidden costs in the application space: • Maintenance of existing platforms. • Development of new features / bug fixes fixes. • Functional and Technical Help Desk for Users. Costs hidden away in: • Temp Programmers for set up who tend to stay long term. term • Onsite Contractors / Consultants for Help Desk needs. • Maintenance left up to in-house technology groups / depts. • Backlog of Development due to unavailability of in-house resources.
  • 8. Typical Help Desk Scenario Level I Customer Support Application Application Application Application Application 1 2 3 4 5 Business Business Business Business Business Group Group Group Group Group Help Help Help Help Help Desk Desk Desk Desk Desk IT Infrastructure – Hosting Connectivity Servers etc Hosting, Connectivity, etc.
  • 9. Some of the Challenges Involved • Staffing multiple teams of function and technical folks to f lk t maintain multiple systems in departments iti lti l t id t t like IT, HR, MIS, Editorial, Fulfillment, Systems etc. • Una ailabilit of skilled resources . Unavailability reso rces • Due to this Integration is virtually impossible and usually comes down to being a blame game when something goes wrong. • Absence of a common strategic and Tactical plan is handle integration and roll outs. • Lack of technical and functional documentation.
  • 10. Seamless, Integrated & Effective Tech Custo e Suppo t ec Customer Support Business Business Business Groupp Groupp Groupp Level I, II Business Application ‘s / Portal ‘s and III Inbound Phone, Customer eMail and Web Application Help Desk for Bug Chat Queries Support Fixes, Change Requests IT Infrastructure – Hosting, Connectivity, S C Servers etc.
  • 11. Integrated Support for Eco System Integration Tighter integration between the various Knowledge Exchange / application systems Documentation leading to higher uptime. Central Repository of Technical and Functional Knowledge of WoodWing and its Eco System. St Business Support Finally one customer support & tech group that th t can talk to various t lk t i Global Changes business groups to One team means one develop one strategy strategy and One Fix. to ensure satisfied No more indi id al individual customers and applications evolving business outcome. disparately.
  • 12. Components of Help Desk •Functional Help: When Users Functional need to know feature sets and how to navigate them. •Technical Help: When a set up of the application or modules of it are required. required •Development: When new changes are requested for by the g q y business groups. •Maintenance: Include regular activities like database maintenance and troubleshooting bugs. bugs
  • 13. The Support Model Incoming Support Calls for Workflow Eco-System Support. Co-ordination with WoodWing and other partners Level 3 Co- Highly Productive Level 1 - Diagnostic Application coordinating Internal and Support & Development Team Engineering Level External User Level 2 - Advanced Support pp Base. Technical Support pp Respond to Improved Individual Needs Product / Service Quality Identify Sources of Dissatisfaction Feedback on Prevention Conduct Root Cause Analysis
  • 15. Business outcomes for customers are the basis for services. “People d ’t b quarter-inch “P l don’t buy tih drills. They buy quarter-inch holes.” - Theodore Levitt
  • 16. Top 4 Drivers for Outsourcing Take on Short-Term Trials Before Making Long- Term Commitments. Look for ‘Thinking Out of the Box partners to Thinking Out-of-the-Box’ drive Knowledge Process Outsourcing. Look for Pre-configured Solutions to Enable g Speed and Agility. Global Delivery is the Way Forward.
  • 17. Things to Avoid Avoid any design that is known to introduce inefficiencies. Also avoid any unnecessary step or steps that are likely to have a negative impact on y p p y g p customer satisfaction. • Sorting. In a “sorting” model, calls are routed to groups of specialists. specialists • Gatekeeper. A “gatekeeper” model forces customers to go through some intermediary group before they speak it di bf th k with an individual who may solve their issue • Callback. W li i C llb k We live in a world of instant ld f i t t gratification, and supporting customers in “callback” mode is no longer acceptable. acceptable • One size fits all. Customers have different needs and expectations.
  • 18. Best Practices Certain models and processes have been proven, over time, to deliver good results. Industry studies have found that support centers providing world- class service have a number of common traits. • Define the level of service that In the service and support world, your contact-handling process is contact handling the triage process must include intended to deliver, and then defined escalation paths and design a model that will achieve thresholds that ensure customers this objective. j will receive the appropriate level of pp p attention. • Skills-based routing (SBR) is a technique that essentially • “Call Center” approach - Think matches customer needs to agent about your service/ support skills. operation as a “call/contact center,” as opposed to a “technical • Triage support methodology resource center.” A typical call or yp determines the urgency and contact center manager believes complexity of each incident so that the key to running a smooth that treatment decisions can be operation is efficient call-flow and made accordingly. call-handling processes.
  • 19. Application Support Phases Service Optimisation Service Alignment Decision Center Service Knowledge Control Management Service Service Level Help & Change Management Establishment Requests Catalogue Mgt Change Mgt Service/Help Desk Business Intelligence Problem Mgt Incident M t I id t Mgt Release Mgt Configuration Mgt Discovery Reporting
  • 20. Creating Valued Partnerships Adding Value g Building Virtual through Innovative ODC’s thus and Convergent retaining talent and Technologies and building Initiatives accountability Ensuring high Engaging clients productivity on by addressing core solutions executed l ti td business issues thru motivated with focused teams. solutions. “Ideas won’t keep. Something must be done about them. When the idea is new, new its custodians have fervour, live for it and if need be, die for it.” fervour be it Alfred Whitehead
  • 21. The HOV Services’ Global BPO Advantage • Business Process Knowledge • End-to-End Solutions End to End • High Quality Skills & Resources • Flexibility • Commitment to Quality & Continuous Improvement • Common Technology Technolog Platforms with Load Balancing & Disaster Recovery • Security
  • 22. Gracias Russian Thai Traditional Chinese Thank You Spanish Obrigado Ob i d Arabic Brazilian Portuguese Grazie Danke Merci German Italian French Simplified Chinese Tamil Korean Hindi Japanese eMail: ssengupta@lason.com M il t @l Call: 1 C ll +1 248 835 0939