This document discusses how Quark Software and IBM can work together to provide a platform for complete enterprise content management and publishing. The solution is based on core capabilities including content creation, ingestion, integration with third-party systems, and automated multi-channel delivery. Use cases are presented showing how the combined solution can help organizations in various industries like government, financial services, and manufacturing to more effectively create, manage, and disseminate regulated content and marketing materials across print and digital channels.

1. Transforming Enterprise
Communications
Gildas Duval , Stéphane Dayras
Quark Software
Presentation to IBM Gulf - 11/03/2014
© 2014 IBM Corporation

2. Agenda
• Quark Introduction
• Use Cases
• The Quark/IBM Solution

3. Situation
Every institution is a publisher
• Communicating with employees
• Publishing to customers and partners
Knowledge management is an ongoing challenge
• Content creation
• Discovery
• [Mobile] Dissemination
Further
• Process needs to be organized
• Material has to be compliant
• Formatted for a multitude of delivery channels
 Contextual and personalized
3

4. Quark Software Inc.
Omni-channel Publishing in the Digital Age

5. Quark Software Inc.
 Founded 1981
 Denver headquarters
 30-years of leadership
 Global footprint
 Track record delivering
award-winning enterprise
solutions

6. We help our customers
communicate with their:
Customers Partners Employees

7. Quark Value
PrintWeb
We Help Customers Shift:
Print
Web
Tablets
E-readers
Future?
Mobile

8. New customer demands
Publish……Everywhere!
Publish……To Me! Publish……Now!

9. Must Have Smart Content
 Knowledge-captured, media-
independent content components
 Foundation for automation
 Personalization
 Metadata for discoverability
 Content reuse and repurposing
for different campaigns channels
and audiences

10. Microsoft has released the
Windows 8 Surface 3
tablet to compete with
Apple and Google.
Smart Content Example
<investment-news type=“product release” date=“2012-10-
26”>
<company tkr=“msft”>Microsoft</company>
has released the <product
uri=“www.Microsoft.com/surface”>
Windows 8 Surface 3
</product>
tablet to compete with
<company tkr=“aapl”>Apple<company> and
<company tkr=“goog”> Google</company>
(what the reader sees) (what the solution understands)
Smart content can be automatically formatted
and enhanced for different devices and
audiences. This aids discoverability and
interactivity such as links to live stock ticker
information for each company.
Must be styled and enhanced
manually for each device and
audience.
From this: To this:

11. Smart Content in Action
 Design “chrome” and formatting
 Controlled branding
 Content reuse
 Database content
 Protect legal text
 Graphics and multimedia
B I U

12. And the results are…

13. Communications for Print

14. Communications for Web Apps

15. Communications for Tablets

16. Communications for Mobile Phones

17. Successful Customers
Government
Intelligence, legislation,
Regulation
Media
Magazines, newspapers,
books, service providers
Manufacturing
Technical documentation,
marketing materials
Research reports,
customer communications
Financial

18. Quark Software Products
The only company to develop and
deliver fully integrated end-to-
end solutions that include:
 Structured Authoring
 Cross-media Design
 Marketing Content and Brand
Management
 Publishing automation
 Digital publishing

19. IBM and Quark Software

20. Why IBM & Quark
A Platform for complete Enterprise
Content Management and Publishing
Based on a set of core capabilities
and modules — from content creation
and ingestion to integration with third-
party systems and services, to
automated, multi-channel delivery
information
peopleprocess
Case
Management
Store Once
Consume Anywhere

21. Approach
IBM Case Manager & Quark Publishing Platform
Provide the ability to:
• Gather information
• Structure content
• Manage the process flow
• Apply metadata
• Ensure compliance
• Format real-time
• Satisfy every delivery channel
21

22. Technology Convergence
22
Data
Integration
Structured
Authoring
Dynamic
Publishing
Case
Management
Content
Components
Analytics
Record
Control
Mobile
Delivery
IBM
Quark
Platform

23. Extended Market Opportunities
• Reach Deeper in Financial Services
 Banking: Just getting started; IBM could accelerate
 Insurance: A natural fit for Quark technology
• Manufacturing: Process, Oil & Gas
 Marketing Comm, SOPs, Digital Sales Enablement
• Government
 Ecabinet, eGovernement, Policies communciations

24. Use cases

25. Policies & Procedures
• Problem
• Procedures are stored in a variety of systems
• Kept in a variety of formats
• Difficult to find and interpret.
• This is a huge risk from a compliance perspective.
• Solution
• Implement a unified global system
• Utilize structured templates
• Incorporate rich metadata to ensure content is prepared
properly, quickly found and easily understood.

26. Wealth Management
• Problem
• Design team was unable to publish investment reports in
a timely manner
• Needed to meet deadlines and increase their capacity
without adding staff
• Solution
• Automated layout and dynamic publishing solution.
• 99% reduction in production time
• Eliminated errors with auto data integration
• Shortened proofreading & review cycles

27. Marketing Collateral
• Problem
• A leading European bank (among the top 10 strongest in
the world), needed to enable their 2,200 retail branches
to adapt marketing collateral to suit local needs while
protecting all brand elements.
• Solution
• Each retail branch accesses collateral through an
intuitive Web interface, which restricts changes to only
those areas that should be localized.
• Brand control was achieved while opening the marketing
system to a broader group of employees and offering
personalized collateral to clients

28. State of Connecticut:
Regulations
Industry Government
Business Problem
 Get regulations online
 Improve process to create, update and share
across 50 state agencies
 Improve efficiency for review and approval of over 1000 regulations
Solution
 Quark XML Author and Platform for 2 authoring interfaces
and 2 publishing formats for 300 users
 IBM Case Manager for BPM, SOR , email
integration and Push to Web portal
Benefits
 Improved, efficient process achieving online goal
 Increased discoverability

29. State of Connecticut:
Regulations
Quark XML Author
Desktop Client
Quark XML Author Platform
Adapter Layer
Client / Web Client
Images
Quark Publishing Platform Server
Spring Framework – POJO Services
Publishing Services
Content Metadata Indexing Collections Query Scripting Privilege
Quark Publishing
Platform Renderer
FileNet
Case Manager
DELIVERWCM
PUBLISHMANAGECREATE
Multi-schema
using both DITA
and BizDocs
300 authors deployed
to workstations and
via Citrix
Live preview of
output while
authoring
Meta data manager
and output creation
Reference Mgmt,
BPM, ECM, LDAP
to email, Push to
Portal and SORQuarkXPress
(rich layout templates)

30. HSBC:
Investment Research Reports
Industry Financial Services & Banking
Business Problem
 Needed to maintain their top rank in investment reporting by
reducing time-to-market for equity research, simplify their
publishing process, adhere to regulatory requirements, and
enhance the way in which clients consume and interact with
research content on digital devices
Solution
 Dynamic publishing platform with Quark XML Author for structured
authoring, QuarkXPress for creating richly designed, interactive
content, and automated delivery to iPad
Benefits
 Enables analysts to author structured reports in Microsoft Word
and automatically deliver to print, and Web
 Increases analysts’ productivity
 Reduces time-to-market to publish research
 Provides flexibility for timely new product creation
 Ensures regulatory control

31. HSBC:
Investment Research Reports
Quark Publishing Platform
Routing & Collaboration Server
CMIS Integration Server
Component Management Server
Email Integration Server
Metadata Server
Publishing & Transform Server
Integration Server
Security & Auditing Server
Image Management Server
KEY:
Quark Products
Quark XML Author
QuarkXPress Server
Rendering Engine
HSBC Scamps
HSBC Data Layer
FileNet
Content Manager
Tablet
Device
Independent Email
HTML
RIXML
Email PDF
HSBC
Customers
Monolithic
Document
Monolithic Document
Re-assembled dynamically
from components
Monolithic
Document
Monolithic Document
Re-assembled dynamically
from components
FO Processor
(Antenna House)
QuarkXPress
(rich layout templates)
FileNet Content
Manager is SOR
Live preview of output while
authoring, 12 document
types BizDocs derivative
Extensive
integration to data
sources
1,200 Authors can touch
more than 20 business
systems during authoring
process

32. IBM Microelectronics:
Technical Documentation
Industry Manufacturing & Technology
Business Problem
 Creation, assembly, & distribution of over 100
variations of 400-page microchip design manuals too
labor-intensive, causing errors, inefficiencies &
delays
Solution
 XML-based authoring & dynamic publishing system
deployed across multiple global locations; using
DITA enables reuse, makes authors more efficient, &
provides dynamic assembly for different audiences
Results
 Easy-to-use system that authors love and that
enables IBM Microelectronics to meet their deadlines
with more accurate information at a lower cost

33. Thank You