2009 On Demand Expo Presentation on Using CMS & DAM to Manage Complex Assets

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

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

3. 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

4. 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

5. 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?

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

7. 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

11. 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

13. 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

18. 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

23. 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

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

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

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

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

39. 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

40. 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

41. 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

42. Web-to-Everything

43. 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

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