As life sciences organizations increasingly embrace digital models of engagement, they need to streamline their PDF rendering processes to avoid unnecessary delays and costs in getting promotional materials to market.
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Streamline PDF Rendering with a Factory Model
1. A Rationale for a PDF Rendering
Factory Model
As life sciences organizations increasingly embrace digital models
of engagement, they need to streamline their PDF rendering
processes in order to avoid unnecessary delays and costs in
getting promotional materials to market.
Executive Summary
It’s not easy to remember life before the “PDF;”
this file format has become the de facto standard
for reviewing and approving digital content before
it is finalized and published. But as life sciences
companies continue to favor digital engagement
models for their brand communications, the
sheer number of PDFs that need to be rendered
is outgrowing most organizations’ ability to scale
this function.
For most life sciences organizations today, the
PDF rendering process entails a manual and
cumbersome process of converting a complex
interactive asset developed by a marketing agency
into a PDF format that meets the required criteria
for the medical, legal and regulatory (MLR) review
process. Although most companies would not
consider this function a strategic one, the inability
to quickly and seamlessly complete this process
can significantly hamper and even delay the MLR
review process, as well as the timing of promotion-
al materials. Additionally, it can pose a significant
drain on current resources’ time.
Typical challenges that affect PDF quality and the
MLR review process include:
• A lack of standard operating procedures
(SOPs).
• Poor communications between the different
departments involved.
• A lack of well-defined roles and responsibilities.
• High turnover among responsible personnel.
Organizations that lack a standard and stream-
lined approach to PDF rendering — from capturing
the relevant input details, to quality checks and
efficient file-sharing practices — are at risk of
generating substandard PDFs and prolonging
the review and approval process. When tied with
time-sensitive activities such as a brand launch,
the delays can have huge financial implications
for life sciences companies.
One solution is for organizations to use a PDF
rendering factory model, which enables them to
benchmark their requirements and establish a
process to consistently deliver PDFs that meet
cognizant 20-20 insights | march 2015
• Cognizant 20-20 Insights
2. these requirements. This white paper looks at
the current PDF rendering landscape, describes
an automated and streamlined approach to PDF
rendering and looks at the benefits of using such
an approach.
The Current PDF Rendering Landscape
Many life sciences businesses use a manual system
for rendering PDFs, wherein someone in the orga-
nization takes the digital assets from the agency
and manually converts them into a PDF. Because
there are often no formalized standard operating
procedures (SOP), the manual process often leads
to varying input request details, inconsistent
output quality, multiple iterations, and increased
time and effort requirements (see Figure 1). The
PDF rendering infrastructure also lacks scalability
to handle variable volume and types of requests.
Asking an agency to take over this task would be
costly, as it would charge the agency billing rate.
The result: an inefficient and high-cost MLR
review process. In one bio-pharma organization,
we estimated that 40% of an IT commercial
operations manager-level time was spent on PDF
rendering, preventing him from focusing on more
strategic priorities. Other challenges commonly
faced by the digital promotional materials team
include:
• Outputs that are not in the correct format or fit
for the purpose (which is problematic for both
reviewers and agencies).
• Renderings that are not always compatible
with marketing systems, leading to rework and
delays.
• Manual processes that are dependent on one
person, regardless of workload.
• The need to reduce cycle time and rework in
order to accomodate the needs of planned and
refreshed digital projects.
• Poor accounting of PDF rendering and process
costs.
Toward a PDF Rendering Factory Model
Because many life sciences businesses do not
understand their PDF rendering process, the first
step to improving this process is for the organi-
zation to solicit inputs from individual stakehold-
ers and then identify inconsistencies in their
understanding. They then need to convene all
the stakeholders to iron out these inconsistencies
and establish a blueprint of the current process.
The organization should then map out a new
process based on the following elements:
• Utilize a central mailbox for PDF rendering
requests to avoid hundreds of e-mail commu-
nications.
• Establish nomenclature guidelines for
requestors and a context for the entire MLR
execution team.
cognizant 20-20 insights 2
Typical PDF Rendering Process
E-Marketing
Brand Promotional
material inputs
Absence of nomenclature standards
for rendering requests
Sharing of files via e-mail
without centralized repository Quality inconsistencies
No formal signoff by
agency or E-MarketingAgency selection
New
Revision
Review changes Review changes
No
Yes
Not MLR ready
MLR ready MLR system
review
Reconcilliation
No changes
No changes
Changes
Minor
Minor
Major
Major
Asset release
Is the
complex interactive
asset correct?
No formal PDF
rendering input
request form
Creation/revision of
asset manuscript
and wire frames for
various platforms
and channels
Request initiation of
promotional material
after approvals
from finance and
marketing
Pre-MLR live or SFLR review
(facilitator captures in Adobe PDF,
interactive viewable on development site)
PSD/PDF
creation, build kit.
PDF rendering of
pre-MLR assets
PDFrenderingofmajor
reconcilliationassets
PDFrenderingofminor
reconcilliationassets
PDFrenderingof
correctedasset
post-proofreading
Creation of complex
interactive asset with
reconcilliations
Creation of complex
interactive asset with
reconcilliations
Creation of complex
interactive asset with
reconcilliations
Creation of complex
interactive asset
Proofread Proofread
Manual PDF rendering process
Multiple iterations of process
with different requirements
Agency/
Internal
Creative
Services
Commercial
Systems
Team
Developer
E-Marketing
Manager
MLR/
Facilitator
11.
How are reconcilliation
requests handled differently
from new items
1
2 3
4 5 8
6
7 14 16
13 15
12
109
17
19
18
11
Figure 1
3. • Create a standard incoming request sheet
template to ensure specifics are correctly and
accurately captured to minimize potential
rework.
• Determine standards for PDFs to ensure they
are fit for purpose in review, submission and
archival systems, and meet the immediate and
near-term needs of MLR stakeholders.
• Categorize content needs by type and usage
of output, and render output on target device
directly.
• Develop pre-request “gating filters” to allow
content owners to validate representative
samples of output before running iterations of
full-scale execution for new content types.
• Establish a project coordinator to act as liaison
with appropriate stakeholders, and be responsi-
ble for request validation and process/account-
ability to track requests through iterations and
closure.
By mapping out a transition from the old process
to the new one, we believe life sciences companies
will realize significant improvements in the
process, time and quality of the PDF rendering
process (see Figure 2).
Entrusting the PDF rendering process to an
external agency or vendor could be an optimal
solution, especially for organizations that want
to avoid the additional overheads of licensing
automated solutions and staffing to support a
process with fluctuating demands. The external
partners can provide expertise in gaining opera-
tional efficiencies while providing a lower cost
solution than the manual, agency-driven model.
The benefits of such a model extend across the
enterprise:
• Business IT can shift focus from execution to
optimizing processes and building core IT capa-
bilities to support brand needs.
• MLR process owners gain rapid rendering
turnaround times, with consistency and docu-
mentation to facilitate validation of outputs.
• E-marketing managers can handle requests
across many types of digital engagement
models and devices to meet evolving digital
tactics.
• Other stakedholders gain input/output quality
criteria, scalability, standardization, minimized
rejections and request metrics.
cognizant 20-20 insights 3
PDF Rendering Process Using the Factory Model
E-Marketing
Manager
Further review
and approval
Incoming QA
No
No
Yes
Yes
E-Marketing/
brandmanager
approval
Meets all the
request criteria?
Request form
meets standards?
Request form
for PDF rendering
Move request
criteria and source
files to a central
repository
Received and
reviewed
Identify request
criteria not met
Uploading in
central repository
QA of final PDF
rendered asset
QA of final PDF
rendered asset
Weekly status
report
Complex asset
received from the
developer
PDF rendering
of the asset
Commercial
System Team
Project
Coordinator
PDF
Rendering
Team
1
2
3
45
8
6
7
12
10
9
11
No
No
Yes
Yes
Meets all the
request criteria?
Meets all the
request criteria?
Figure 2
4. cognizant 20-20 insights 4
Figure 3
Implementation Phases
Reduce Cost in
Current Process
(Day 1 – 30)
Address Current
Pain Points
(Day 31 – 60)
Process
Improvements
(Day 61 – 90)
Implementation Details ■ Lift and shift existing
deliverable.
■ Scalable resources to
render PDF’s typically
in 24 hours.
■ Creation of a central repository
■ Establish common nomenclature
■ Obtain key stakeholder rendering
standardization requirements
■ Create, review and confirm
Request qualifying criteria
Develop fit-for-purpose
standards
Develop job tracking template
■ Prioritize process efficiencies
■ Evaluate efficacy of
automated tools
■ Implement request/
fit-for-purpose standards
■ Roll out optimized process
■ Immediate cost savings
■ Metrics for status
reports and project cost
allocation
■ Redirect commercial IT efforts
to process management
■ Stream internal
communications
■ Reduce rendering request
review time
■ Identify process
optimization tools
■ Minimize reworks
■ Reduce PDF rendering
processing time
■ Quicker MLR approval time
■ Continuous improvement
opportunities
Key Benefits
Implementing a PDF Rendering
Factory Model
A PDF rendering implementation can follow a
phased approach and realize benefits all along the
way (see Figure 3):
• Phase 1a: Reduce costs and implement a
highly efficient and cost-effective global PDF
production model.
>> Establish incoming and outgoing quality con-
trol criteria to resolve issues prior to work
and validate output against standards.
>> Ensure rapid turnaround time (24 to 72 hours)
on any device and in a format fit for purpose.
>> Develop a simple cost structure with ability to
capture and bill individual projects.
>> Send weekly status reports to key
stakeholders.
>> Establish on-site request coordinator as liaison.
• Phase 1b: Provide consultation to address
current pain points.
• Create a central repository for submission,
tracking and management of PDF rendering
requests.
• Establish a common nomenclature for PDF
rendering requests.
• Obtain key stakeholder rendering standardiza-
tion requirements.
• Create, review and confirm request qualifying
criteria; develop fit-for-purpose standards;
develop job tracking template.
• Phase 1c: Provide assistance to implement
process improvements.
>> Prioritize process efficiencies.
>> Evaluate efficacy of automated tools.
>> Implement request/fit-for-purpose standards.
>> Roll out optimized processes.
• Phase 2a: PDF rendering steady state.
>> Provide ongoing PDF rendering requests
as needed.
>> Maintain optimized process.