Introducting the Sitecore Adaptive Print...

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Sitecore. Compelling Web Experiences Page 1 www.sitecore.net 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

Transcript of Introducting the Sitecore Adaptive Print...

Page 1: Introducting the Sitecore Adaptive Print Studiomediacontent.sitecore.net/webinars/Dynamic_Personalized_Print_Made... · Introducting the Sitecore Adaptive Print Studio ... Complex

Sitecore. Compelling Web Experiences

Page 1 www.sitecore.net

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

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Sitecore. Compelling Web Experiences

Page 2 www.sitecore.net

Reminders for Today’s

Webinar

• Webinar recording & slides:

will be emailed 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!

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Sitecore. Compelling Web Experiences

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Today’s Presenters American Presenters

Sitecore

John Field

Product Marketing Manager, Adaptive Print Studio

Uponor

Don Costello

Web Products Manager

Jen Martinson

Web Master

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Innovative

• Laser focus on helping companies

achieve revenue goals through

online marketing

• Fully 50% of staff dedicated to R&D

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

More than 20,000 implementations

450+ partners

About Sitecore

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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

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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

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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

Sitecore User

Management

Content

Management

InDesign

Server

APS

InDesign Engine

Designers

3rd party

Systems

e.g.

ERP

CRM

APS InDesign Connector

Workflow

Management

Copy Fitters

APS InCopy

Connector

Multilingual

Management

Security

Management

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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

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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 semi-

automatic to 100% automatic

productions

• Sitecore delivers robust security and

access management

• Publish multilingual versions

automatically

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On Demand Brochures

• Target & serve content in print-

grade 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

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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

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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

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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

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From highly creative productions…

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…to 100% automatic

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Customer Case: BoConcept

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BoConcept - print

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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.

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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%!

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Price Sign Generator - Login

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Price Sign Generator – Step 1 select category

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Price Sign Generator – Step 2 select template

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BoConcept – Step 3, select product and edit

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BoC Price Sign Generator – Receive PDF´s by email

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Customer Case: AVK

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AVK- web

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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

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AVK- print

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Customer Case: Elsevier Business Intelligence

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EBI - workflow

Author

Managing Editor

v1

Graphic Artist

v1

Print StaffPublish

to Mobile

Publish to Newsletter

Publish to Web

v1

v2

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

3 4

5

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EBI – web delivery

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EBI - print

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Customer Case: Mascot

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Mascot - web

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Mascot – print

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It is a matter of changing just once and not a thousand times!!

Structured content

Repository, Re-use where possible!

Product item in pricelist

“Library” item in different languages

“Library” item in different languages

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Structured content

Repository, Re-use where possible!

Product item in catalogue

“Library” item in different languages

“Library” item in different languages

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Structured content

Repository, Re-use where possible!

Product item on website “Library” item in different languages

“Library” item in different languages

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Website

Campaign

flyer

In-store

Materials

PR

Direct

Mail

Brochure Advertising

Quote

template

Pricelists MASCOT

CMS

Word

Files

Excel

Files

InDesign

Files

Situation before – several sources

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Website

Campaign

flyer

In-store

Materials

PR

Direct

Mail

Brochure Advertising

Sitecore

Quote

template

Pricelists

Situation after – one single source

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Uponor and Adaptive Print Studio – Don Costello

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What is Uponor?

• Leading manufacturer of PEX tubing

• Provides solutions for:

• Radiant Floor Heating and Cooling

• Plumbing

• Fire Safety

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Uponor’s Catalog

Two versions: U.S. and Canada

150 to 165 pages

60,000 to 75,000

production

Until 2012 largest

annual print piece

Printed yearly in March

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“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

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“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

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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

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How We Did It

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Content is at the Core

Design templates and content tree first, enabling parallel

development

Print Web

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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

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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

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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

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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

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Keep It Familiar

Web

looks,

feels and

navigates

much like

print

catalog

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Don’t Forget the Index

• Custom code reads parts tree to dynamically

build popular alphanumeric listing

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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

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Questions?

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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.

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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 re-

use layouts and snippets

• Publish to any channel quickly & easily

• All the advantages of automatic productions plus flexibility to manually

adjust elements

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• 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 3rd 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 email channels

Summary

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Amsterdam Las Vegas Melbourne

Uponor and the Adaptive Print Studio

Don Costello- Uponor Jen Martinson- Uponor

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Amsterdam Las Vegas Melbourne

Outline

Team and company introductions

“Past State” of the Uponor catalog process

“Future State” concept

Development

Process changes and results

Questions

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Amsterdam Las Vegas Melbourne

What is Uponor?

• Leading manufacturer of PEX tubing • Provides solutions for:

– Radiant Floor Heating and Cooling – Plumbing – Fire Safety

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v

Uponor’s Catalog

Two versions: U.S. and Canada

150-165 pages

60,000-75,000 production

Until 2012- largest annual print piece

Printed yearly in March

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“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

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“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

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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

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How We Did It

Jen Martinson- Uponor

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Content is at the Core

Design templates and content tree first, enabling parallel development

Print Web

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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

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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

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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

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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

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Keep It Familiar

Web looks, feels and navigates

much like print catalog

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Don’t Forget the Index

• Custom code reads parts tree to dynamically build popular alphanumeric listing

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• 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

Results

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Sitecore. Compelling Web Experiences

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• More educational resources: visit www.sitecore.net/resources for white

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