Introducting the Sitecore Adaptive Print Studio

Transcription

1 Introducting the Sitecore Adaptive Print Studio Live Webinar: August 15, 2012 Bringing together print and web teams to deliver more dynamic, personalized and engaging customer-facing print media to maximise your multichannel marketing strategy Page 1

2 Reminders for Today s Webinar Webinar recording & slides: will be ed to you within 48 hours after the event Discussion: visit the twitter hashtag: #SitecoreLive Questions: type your questions in the chat window for today s panel discussion! Page 2

3 Today s Presenters American Presenters Sitecore John Field Product Marketing Manager, Adaptive Print Studio Uponor Don Costello Web Products Manager Jen Martinson Web Master Page 3

4 About Sitecore Innovative Laser focus on helping companies achieve revenue goals through online marketing Fully 50% of staff dedicated to R&D More than 20,000 implementations Global Presence San Francisco, Manchester, Toronto, Brisbane, Copenhagen, London, Bremen, Amsterdam, Sydney, Stockholm, Paris and Tokyo Customers Over 2,500 client installations managing over 30,000 web sites worldwide. Partners Over 450 Sitecore Certified Partners worldwide, with over 200 in North America 450+ partners Page 4

5 A Few Facts to Start 30% of marketing budget is spent on advertising agencies for sales and marketing publications The creative design process takes about 40% of the actual production time Approximately 60% of production time is spent correcting and reviewing documents 30% of the time is wasted on searching and re-generating communication materials 90% of all communication materials are used only once Page 5

6 Adaptive Print Studio helps organizations Better engage with customers in the print channel Connect the dots with online and offline Ensure brand consistency Ensure collateral is always up-to-date Reduce time taken in the process of creating collateral Reduce/eliminate errors in processes Continue using industry standard design tools Page 6

7 What is Adaptive Print Studio? Adaptive Print Studio brings the sophistication of WCM to the print world Sitecore serves as the central hub with connectors directly to Adobe InDesign and Adobe InCopy 3 rd party Systems e.g. ERP CRM User Management Sitecore Security Management APS InDesign Connector Content Management Multilingual Management APS InCopy Connector Workflow Management APS InDesign Engine InDesign Server Designers Copy Fitters Page 7

8 WCM Sophistication Separate content and presentation Dynamically delivers targeted content Renditions for a wireless layout and includes automatic device recognition Simple to use: Inline editing and page design Multi-site management Robust multi-language management Security Workflow Control layout Social Media Tools are standard Sophisticated asset management Content compliance and validation Page 8

9 APS Features Workflow and version management Media management InDesign integration handles production and ensures quality output Designers have direct access to content stored in Sitecore Automate creation of PDF s as part of workflow Supports everything from semiautomatic to 100% automatic productions Sitecore delivers robust security and access management Publish multilingual versions automatically Page 9

10 On Demand Brochures Target & serve content in printgrade assets dynamically Don t settle for a Printer friendly version of a web page Use the most up-to-date content Based on user information & behavior Regional pricing and locations Items related to a customer s purchasing history They ve looked at these products, so the brochure will be relevant Use interests shown in the web visit to provide an engaging brochure Page 10

11 Print Asset Customization Collateral is no longer frozen in time No one knows your customer better than you Create customized point-of-sales materials that speak directly to them Save time and money on updating print collateral Sales and Marketing can easily create, handoff and customize collateral It all leads to successful and seamless field-force enablement Page 11

12 For the Marketer Online Desktop For Marketers and any non-designers on your team No InDesign knowledge needed Edit PDF brochures with drag & drop Create new catalogs & brochures in minutes Pre-designed templates ensure brand consistency Create signage, price lists, business cards, brochures Production and quality of print output handled and queued behind the scenes by InDesign Server Flexibility to change more than just the text Collaborate with designers on the latest versions Page 12

13 For Users of InDesign InDesign Connector plug-in connects to Sitecore Direct access to content stored in Sitecore Create brochures, catalogs or flyers without copy/paste Select the content and populate your pages that s it! All user access rights are managed in Sitecore Manage content and production for web and print in one place Store projects and snippets in Sitecore for greater re-use Page 13

14 From highly creative productions

15 to 100% automatic

16 Customer Case: BoConcept Page 16

17 BoConcept - print Page 17

18 Complex Catalogue Production with a smart solution Some 40 people are involved when BoConcept s catalogue is in the making, from Project Managers and Merchandisers to Graphic Designers and Stylists. Their Work is resting safely in the hands of APS and InDesign Server. A timesaving solution that also eliminates any potential errors. Page 18

19 Price Sign Generator Saves Time and Money BoConcept did not just need to maintain their visual brand. They also wanted to save time. With 200 stores all over the world, managin price signs consumed a lot of time for the staff in all the countries. Thanks to a solution based on APS/InDesign server, the time spent on price signs has now decreased by 85%! Page 19

20 Price Sign Generator - Login Page 20

21 Price Sign Generator Step 1 select category Page 21

22 Price Sign Generator Step 2 select template Page 22

23 BoConcept Step 3, select product and edit Page 23

24 BoC Price Sign Generator Receive PDF s by Page 24

25 Customer Case: AVK Page 25

26 AVK- web

27 AVK- workflow (new item) 1. A new master item is created in the master data repository (MDR) (Navision). 2. A new series type variant is created in Sitecore. Workflow is initiated 3. The product owner enriches the content (adds commercial content and images) 4. Approval 5. Translation in several languages 6. PDF is produced 7. Approval 8. Series type variant is published to the website and other devices Page 27

28 AVK- print Page 28

29 Customer Case: Elsevier Business Intelligence Page 29

30 EBI - workflow 1. Author creates story, applies taxonomy & styling, requests a graphic by inserting a placeholder, and uploads the article to Sitecore all from MS Word. 2. Sitecore converts the MS Word file to HTML and versions the article. The article can now be previewed on the web. 3. The managing editor receives a notification and downloads the article for review. Changes are made and the article is uploaded to Sitecore. 4. The graphic artist receives the request from the author, uploads a graphic to Sitecore which replaces the placeholder. 5. The managing editor approves the article which publishes it to the web and sends it to the print production staff for print composition. 1 2 Author 3 4 Managing Editor v1 5 v1 v1 v2 Graphic Artist Print Staff Publish to Web Publish to Mobile Publish to Newsletter Page 30

31 EBI web delivery Page 31

32 EBI - print

33 Customer Case: Mascot Page 33

34 Mascot - web Page 34

35 Mascot print Page 35

36 Structured content Repository, Re-use where possible! Library item in different languages Product item in pricelist Library item in different languages It is a matter of changing just once and not a thousand times!!

37 Structured content Repository, Re-use where possible! Library item in different languages Product item in catalogue Library item in different languages

38 Structured content Repository, Re-use where possible! Product item on website Library item in different languages Library item in different languages

39 Situation before several sources Direct Mail Brochure Advertising In-store Materials Campaign flyer PR Quote template Website MASCOT CMS Word Files Excel Files InDesign Files Pricelists Page 39

40 Situation after one single source Direct Mail Brochure Advertising In-store Materials Campaign flyer PR Quote template Website Sitecore Pricelists Page 40

41 Uponor and Adaptive Print Studio Don Costello Page 41

42 What is Uponor? Leading manufacturer of PEX tubing Provides solutions for: Radiant Floor Heating and Cooling Plumbing Fire Safety Page 42

43 Uponor s Catalog Until 2012 largest annual print piece Printed yearly in March Two versions: U.S. and Canada 150 to 165 pages 60,000 to 75,000 production Page 43

44 Past State A3 Lean process used Value Stream mapped the entire process Findings Total production time: 207 Days Owner of process: Variable Departments affected: 9 Owner of content: None Individual people affected: 31 Information found in various locations Review cycles: 7 Page 44

45 Future State Dedicated process owners Dedicated content owners One source of record for all catalog information CHANGES AHEAD Ability to print on demand with minimal notice Flexibility to accommodate price and product changes Page 45

46 The Solution Source of record for all catalog information Works with Adobe InDesign to streamline layout and production Receives pricing, SKU, and other product level details from Oracle Receives updates directly from product Approval process for all changes managers Real-time online catalog on uponorpro.com utilizing same catalog info Page 46

47 How We Did It Page 47

48 Content is at the Core Design templates and content tree first, enabling parallel development Print Web Page 48

49 Source of Record Import Uponor parts data from Oracle nightly Use Sitecore security to ensure Oracle data fields are read-only Web and print display exactly what is in Oracle, eliminates mistakes Page 49

50 Take Ownership Using Sitecore workflow, product managers maintain their portion of catalog directly Real-time web catalog provides motivation to keep content current, print benefits with a catalog ready-to-print anytime Page 50

51 One Stop Shop Assign related documents to any level of the catalog Custom code scans the tree to find all documents related to a given product Users find all information for a product in one spot Page 51

52 Get Creative with Versions US & Canada catalogs share 90% of content Create English(Canada) version which falls back to English version through custom code Separate Uponor part lists to handle different pricing Page 52

53 Keep It Familiar Web looks, feels and navigates much like print catalog Page 53

54 Don t Forget the Index Custom code reads parts tree to dynamically build popular alphanumeric listing Page 54

55 Results 30-day catalog production time New processes and procedures Two week open enrollment period Constant updates via product mangers Workflow established Nightly Oracle feed Standardized catalog layout and values Fully functioning online catalog Page 55

56 Questions? Page 56

57 Operational Efficiencies Reduced review cycles and faster time-to-market for printed collateral Drag & drop interface speeds up production Efficient multi-channel publishing Designers work on the layout while marketers, writers and editors write content at the same time Any number of contributors can be working at the same time = true collaboration No version-control issues - brand and message consistency Get as granular as you like within a document Sitecore separates content and presentation and use of workflow. Page 57

58 Measurable Benefits For website visitors, requested collateral can be tailored to their interests and still be graphically rich Sales and Marketing can Quickly & easily create professional quality collateral Editing PDF s is a breeze with inline editing Designers have direct access to Sitecore content and can store and reuse layouts and snippets Publish to any channel quickly & easily All the advantages of automatic productions plus flexibility to manually adjust elements Page 58

59 Summary Just as Sitecore WCM puts marketing in the driver s seat of websites, APS puts marketers in total control of print APS provides marketer with a tool that has access to existing layout and content (text, images and video) Marketer or any non-design professional can make changes to the layout and content without worry For existing PDF brochures and collateral: No need to send out to a 3 rd party or design team for changes/updates Make changes using Online Desktop Seamless, integrated environment brings online and offline together Engage with visitors in print as you would on the web, mobile, social and channels Page 59

60 Uponor and the Adaptive Print Studio Don Costello- Uponor Jen Martinson- Uponor Amsterdam Las Vegas Melbourne

61 Outline Team and company introductions Past State of the Uponor catalog process Future State concept Development Process changes and results Questions Amsterdam Las Vegas Melbourne

62 What is Uponor? Leading manufacturer of PEX tubing Provides solutions for: Radiant Floor Heating and Cooling Plumbing Fire Safety Amsterdam Las Vegas Melbourne

63 Uponor s Catalog Until largest annual print piece Two versions: U.S. and Canada v pages Printed yearly in March 60,000-75,000 production Amsterdam Las Vegas Melbourne

64 Past State A3 Lean process used Value Stream mapped the entire process Findings Total production time: 207 Days Owner of process: Variable Departments affected: 9 Individual people affected: 31 Owner of content: None Information found in various locations Review cycles: 7 Amsterdam Las Vegas Melbourne

65 Future State Dedicated process owners Dedicated content owners One source of record for all catalog information Ability to print on demand with minimal notice Flexibility to accommodate price and product changes CHANGES AHEAD Amsterdam Las Vegas Melbourne

66 The Solution Source of record for all catalog information Works with Adobe InDesign to streamline layout and production Receives pricing, SKU, and other product level details from Oracle Receives updates directly from product managers Approval process for all changes Real-time online catalog on uponorpro.com utilizing same catalog info Amsterdam Las Vegas Melbourne

67 How We Did It Jen Martinson- Uponor Amsterdam Las Vegas Melbourne

68 Content is at the Core Design templates and content tree first, enabling parallel development Print Web Amsterdam Las Vegas Melbourne

69 Source of Record Import Uponor parts data from Oracle nightly Use Sitecore security to ensure Oracle data fields are read-only Web and print display exactly what is in Oracle, eliminates mistakes Amsterdam Las Vegas Melbourne

70 Take Ownership Using Sitecore workflow, product managers maintain their portion of catalog directly Real-time web catalog provides motivation to keep content current, print benefits with a catalog ready-to-print anytime Amsterdam Las Vegas Melbourne

71 One Stop Shop Assign related documents to any level of the catalog Custom code scans the tree to find all documents related to a given product Users find all information for a product in one spot Amsterdam Las Vegas Melbourne

72 Get Creative with Versions US & Canada catalogs share 90% of content Create English(Canada) version which falls back to English version through custom code Separate Uponor part lists to handle different pricing Amsterdam Las Vegas Melbourne

73 Keep It Familiar Web looks, feels and navigates much like print catalog Amsterdam Las Vegas Melbourne

74 Don t Forget the Index Custom code reads parts tree to dynamically build popular alphanumeric listing Amsterdam Las Vegas Melbourne

75 Results 30-day catalog production time New processes and procedures Two week open enrollment period Constant updates via product mangers Workflow established Nightly Oracle feed Standardized catalog layout and values Fully functioning online catalog Amsterdam Las Vegas Melbourne

76 Questions? Type your questions in the chat window! Your questions are important to us! If we do not get to answer them during this discussion, we will follow-up afterwards. We will this recording and PPT slides after the event. More educational resources: visit /resources for white papers, ebooks, videos and more. Page 76