What to Do When Your W2P Application Grows UpUsing CMS & DAM to Manage Complex Assets

Agenda

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

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

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

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?

Trekk Case Studies

• Hospitality Invitation Cards• Pharma Dynamic Asset Orders• Financial Continuity Program• Technical Partner Events• Retail Sign Shop

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

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

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

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

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, Credits• Custom UI Widgets• Integration with production system

Grown Up Features

• Managed Contacts• Asset Management• Content Management• E-Commerce• User Profiles and Security

Managed Contacts Features

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

Asset Management Features

• Check-In / Check-Out / Versioning• Automated formatting• Hi-res / Low-res swapping• External system integration• Personalized images

Content Management Features

• Textual / Multimedia content in addition to image content

• Preapproved formatted text blocks• Topic or theme organization• Findability• Tagging / Affinity trees• Integration

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

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

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

Web-to-Everything

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

Jeffrey A. StewartVP Technical Services

stew@trekk.com

Questions?