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Gavin Drake, Vice President of Marketing
Modernize Your Content
Publishing Process
The Fragmentation
Challenge
1
66% of CEOs rate customer
relationships as key to their
organizations future
IBM 2012 study of 1,709 CEOs in 64 countries
and 18 industries
What Drives Outstanding
Customer Communications?
Superior
Customer
Experience
IMMEDIATE
SOCIAL & DIGITAL
SINGLE SOURCE OF TRUTH
AUTOMATED
§ 2014 saw
significant growth
of consumers using
mobile phones and
tablets as the
medium to access
content across all
online channels.
Are You Where Your
Customers Are?
21%
21%
19%
15%
14%
Executives Doubt That Their Companies
Are Ready For Digital Transformation
"Assessing your organization's digital readiness, how
much do you agree with the following statements?"
(8, 9, or 10 on a scale of 1 [completely disagree] to 10 [completely agree])
Source: Forrester/Russell Reynolds 2014 Digital Business Survey
We have the necessary process
to execute our digital strategy
We have the necessary people and
skills to execute our digital strategy
We have the necessary technology to
execute our digital strategy
We have the right people and skills
to define our digital strategy
Our CEO seats a clear vision for
digital in our business
Base: 1,254 executives in companies with
250 or more employees
Audience Fragmentation
Print
Audience Fragmentation
Print
Web
Audience Fragmentation
Print
Web
Mobile
Audience Fragmentation
Web
Tablets
E-readers
Future?
Print
Mobile
Fragmentation Explodes…
Manufacturer
App Store
Create
Geography
Hardware
OS
This Has a Business Cost
Creating & managing content
Reviewing content
Compliance
Publishing content
Delivering content
Doing all of this for multiple
output types… Cost-prohibitive!
Content processes in use
today were built for
yesterday’s world.
Most organizations still think
about documents and not
content
Smart Content
A Better Way
2
§ Quark's name for the next
generation of XML-driven
authoring and automated
publishing of high-value
communications
§ Puts XML in the background
§ The Quark Smart Content
Schema makes this possible
What is Smart Content?
Purpose:
Automate High-Value Communications Publishing
§ Content You Sell – e.g. Investment Research Reports
§ Content that Helps You Sell –
e.g. Product Data Sheets
§ Content that Helps You Run Your Business –
e.g. Standard Operating Procedures
Goal:
Provide Structured Authoring for the Non-Technical
§ Improve authoring usability for Subject Matter
Experts
§ Reduce the “over control” of traditional XML Schema
§ Support modern digital output requirements
Smart Content
Purpose and Goals
Microsoft has released the
Windows 8 Surface 3
tablet to compete with
Apple and Google.
<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:
Smart Content Example
§ Design “chrome” and formatting
§ Controlled branding
§ Content reuse
§ Database content
§ Protect legal text
§ Graphics and multimedia
B I U
Smart Content in Action
Smart Content Value:
Cost and Time Savings
• External  Authors
• Internal  Authors
• Formatting
• Self-­review
• Updates
• Review  and  
Approval
• Compliance  
• Updates
• Index
• TOC
• Links/Cross
Reference
• Layout
• Formatting
• Interactivity
• Conversion
35% 25% 15% 25%
100%
Create Review/Approve Assembly Publishing
Smart Content Value:
Cost and Time Savings
• External  Authors
• Internal  Authors
• Formatting
• Self-­review
• Updates
• Review  and  
Approval
• Compliance  
• Updates
• Index
• TOC
• Links/Cross
Reference
• Layout
• Formatting
• Interactivity
• Conversion
With  automated  processes
50%
Create Review/Approve Assembly Publishing
Smart Content Value:
Cost and Time Savings
• External  Authors
• Internal  Authors
• Formatting
• Self-­review
• Updates
• Review  and  
Approval
• Compliance
• Updates
• Index
• TOC
• Links/Cross
Reference
• Layout
• Formatting
• Interactivity
• Conversion
Create Review/Approval Assembly Publishing
With  content  reuse
25%
15%
Smart Content Value:
Cost and Time Savings
Create
Review/Approval
Assembly
Publishing
With  concurrent  processes
15%
Smart Content Value:
Cost and Time Savings
Create
Review/Approval
Assembly
Publishing
Up  to  85%  Time  and  Cost  Savings!
How to Create
Smart Content
4
If the authoring experience
isn’t right, Smart Content
will never be adopted
Corporate executives
saw the benefit of XML
authoring and wanted it
A Short History of XML Authoring
Then the users
saw the demo,
and that killed it
A Short History of XML Authoring
Creating XML Can Be Complicated
and So Are Most of the Tools
XML editing in an XML
editor: unfamiliar, complex
user interface means long
learning curves and high
user resistance
§ Work like a word processor
§ Be easy to learn and use
§ Let users quickly find and to reuse content
§ Enable rapid updates of content across
documents
§ Make applying intelligence to the content as
simple as applying formatting
§ Show the authors a preview of the final
multi-channel output without them having
to wait for a designer
For Successful Business User
Adoption, the tools must:
The Smart Content Tool
§ Authors can rapidly create Smart
Content (XML) within a familiar
word processor-like environment
§ Real-time pixel-perfect previews of
content in different output formats
§ Reuse content components (text,
images, charts, data) across
multiple documents
§ Dynamically assemble content
components for any output
§ Easily update a single source of
content and manage dynamic
content updates across multiple
documents
Simple and Familiar User Experience
Editing
Canvas
Action Pane:
Previews and
Comments
Toolbar:
Emphasis, Bullets, Numbering, Images,
Tables, Special Characters, Links,
Find/Replace, Change Tracking,
Commenting
Configurable Pane Display
Semantic Content:
Breadcrumbs
Block (paragraph) and
Inline (text) “styles”
Smart
Document
Pane:
Section
Outline,
Insert, Delete,
Move, and Doc
Navigation,
Component
Reuse
Quark Publishing Platform
Customer’s
App
QuarkXPress
Quark Author
Web Edition
High Fidelity
Print and PDF
QuarkXPress
3rd Party
CMS /
System
of Record
HTML for
Web and
E-mail
Gateway
App
App Studio
SaaS Portal
A Smart Content Workflow
XML Author
3rd party
adapters:
• XML Authoring
• Publishing
• Delivery
ECM
Who is Smart Content For?
3
§ High volume of similar
documents
§ High volume of revisions
§ Frequently repeated
creation processes
§ Government or corporate
regulated documents
§ High possibility to reuse
content across multiple
documents
Best When Content Type Has
Characteristics that Include:
§ Integration of data into
the content
§ Translated to multiple
languages
§ Delivered in multiple
formats
§ Delivered with multiple
different presentation
styles
Industry: Financial Services & Banking
Business Problem
§ Needed to provide a positive and consistent customer
experience while ensuring compliance with governmental and
internal bank policies, regulations and procedures. Had to scale
capacity to accommodate a 200-300% growth in SOPs
Solution
§ Enterprise publishing platform with Quark XML Author and
Quark Publishing Platform
Benefits
§ Componentization of content along with automation of task
assignments and reminders significantly reduced review cycle
§ Minimized risk associated with meeting regulatory
requirements by strengthening compliance and consistency
§ Significantly improved productivity to boost authoring capacity
and enable the handling of two to three times the number of
SOPs
§ Implemented an authoring and publishing solution that users
can quickly learn and easily use
§ Codified SOP workflows into the Platform to make them an
enterprise asset
Leading North American Bank
Standard Operating Procedures (SOPs)
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
State of Connecticut
Regulations
Industry: Airline
Business Problem
§ World’s best and fastest growing Airline (Skytrax 2013),
initiated Service Delivery Knowledge Base project, aimed
at delivering personalized, contextual and timely service
information needed by their 17,000 cabin crew mobile
workforce
Solution
§ Enterprise publishing platform with Quark XML Author for
structured authoring QuarkXPress for creating richly
designed, interactive content, Quark Publishing Platform
for integration with other business systems, and
automated mobile delivery to tablets
Benefits
§ Improved ability to introduce new products and services
§ Improved ability to train 4000 staff per year
§ Improved efficiency for mobile workforce of 17,000
§ Improved customer experience
Emirates
Cabin Crew Information
Industry: Manufacturing and Technology
Business Problem
§ Creation of custom datasheets was extremely labor-
intensive taking up to 1-week per datasheet. New online
PowerBench tool allows configuration of custom chips and
would drive an estimated additional 3,000 custom
datasheets per year. This would be unsustainable with
current manual approaches
Solution
§ Integration of Quark Smart Datasheets Solution with the
Vicor PowerBench tool to enable custom datasheet
creation by merging XML data with datasheet templates
and without the need for manual intervention
Benefits
§ Reduction of lead time for custom datasheets from 1-week
to 30-seconds, saving millions of dollars in datasheet
production and drastically improving customer satisfaction
Vicor
Datasheet Automation
Industry: Government
Business Problem
§ NUREG-0933 is a document mandated by the Commission and
necessitated by federal regulations. It contains Unresolved Safety
Issues and medium- and high-priority generic safety issues . As
such, its revision and maintenance is critical to the agency’s
mission.
§ The current processes for updating, publishing, and distributing
NUREG-0933 are separated among different NRC systems and
offices. To date, the final product does not facilitate information
retrieval and the web version is difficult to navigate. Those who
produce NUREG-0933 are faced with a significant coordination and
resource effort to make even minor revisions to NUREG-0933.
Solution
§ Provide a structured authoring environment to facilitate reuse and
repurposing of existing NUREG; Quark XML Author utilizing DITA &
integrated with IBM Case Manager and FileNet P8
Benefits
§ Streamline solution for updating, publishing, and distribution the
NUREG-0933 document. The system also facilitates the process for
the annual revisions in the Agency wide Documents Access and
Management System repository and produces a public web site
version that is easy to navigate and search.
U.S. Nuclear Regulatory Commission
NUREG 0933 (Nuclear Regulations)
Getting Started
5
Benefits
§ Ensure your content and content processes
support your corporate goals
§ Enhance content models and content
§ Maximize content reuse
§ Improve content processes and workflow
including compliance
§ Streamline automated multi-channel
publishing
§ Optimize translation and localization
Implement an Enterprise
Content Strategy
Requirements Phase
Analyze content lifecycle. Determine risks and
challenges. Perform high-level and detailed
content audit
Design Phase
Catalog information products. Design content
models for published documents and source
documents
Enterprise Content Strategy
Project
12 Reasons to Adopt
Smart Content
6
1. Lower cost and effort to create and reuse content
2. Makes it easy for business users to create XML
without being exposed to it
3. Faster time to market
4. Reduced translation costs
5. Higher quality content that is more accurate,
consistent and up-to-date
6. Enables automated publishing of high-value
customer communications
7. Built to support multi-channel, highly-designed,
interactive content that meets your brand guidelines
7 Business Reasons to Adopt
Smart Content
1. Support for a superior authoring experience that
balances the need for structure with ease of use.
2. Ability to fallback to processing based on root classes
3. Easier to configure and maintain than other schema
such as DITA
4. Doesn’t require complex programming to obtain the
output formatting and design required
5. Lower barriers to adoption for non-technical users
5 Technical Reasons to Adopt
Smart Content
Why Quark
7
Quark Software Inc.
§ Founded 1981
§ Denver headquarters
§ 30-years of leadership
§ Global footprint
§ Track record delivering
award-winning enterprise
solutions
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
We help our customers
communicate with their:
Customers Partners Employees
Quark Value
PrintWeb
We Help Customers Shift:
Print
Web
Tablets
E-readers
Future?
Mobile
Further Information
eBook
The Beginner’s Guide to Smart Content
www.quark.com/SmartContenteBook
Quark Web Site
Quark Enterprise Solutions
www.quark.com/enterprise
Thank You

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Modernize Your Content Publishing Process with Smart Content

  • 1. Gavin Drake, Vice President of Marketing Modernize Your Content Publishing Process
  • 3. 66% of CEOs rate customer relationships as key to their organizations future IBM 2012 study of 1,709 CEOs in 64 countries and 18 industries
  • 4. What Drives Outstanding Customer Communications? Superior Customer Experience IMMEDIATE SOCIAL & DIGITAL SINGLE SOURCE OF TRUTH AUTOMATED
  • 5. § 2014 saw significant growth of consumers using mobile phones and tablets as the medium to access content across all online channels. Are You Where Your Customers Are?
  • 6. 21% 21% 19% 15% 14% Executives Doubt That Their Companies Are Ready For Digital Transformation "Assessing your organization's digital readiness, how much do you agree with the following statements?" (8, 9, or 10 on a scale of 1 [completely disagree] to 10 [completely agree]) Source: Forrester/Russell Reynolds 2014 Digital Business Survey We have the necessary process to execute our digital strategy We have the necessary people and skills to execute our digital strategy We have the necessary technology to execute our digital strategy We have the right people and skills to define our digital strategy Our CEO seats a clear vision for digital in our business Base: 1,254 executives in companies with 250 or more employees
  • 11.
  • 13. This Has a Business Cost Creating & managing content Reviewing content Compliance Publishing content Delivering content Doing all of this for multiple output types… Cost-prohibitive!
  • 14. Content processes in use today were built for yesterday’s world. Most organizations still think about documents and not content
  • 16. § Quark's name for the next generation of XML-driven authoring and automated publishing of high-value communications § Puts XML in the background § The Quark Smart Content Schema makes this possible What is Smart Content?
  • 17. Purpose: Automate High-Value Communications Publishing § Content You Sell – e.g. Investment Research Reports § Content that Helps You Sell – e.g. Product Data Sheets § Content that Helps You Run Your Business – e.g. Standard Operating Procedures Goal: Provide Structured Authoring for the Non-Technical § Improve authoring usability for Subject Matter Experts § Reduce the “over control” of traditional XML Schema § Support modern digital output requirements Smart Content Purpose and Goals
  • 18. Microsoft has released the Windows 8 Surface 3 tablet to compete with Apple and Google. <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: Smart Content Example
  • 19. § Design “chrome” and formatting § Controlled branding § Content reuse § Database content § Protect legal text § Graphics and multimedia B I U Smart Content in Action
  • 20. Smart Content Value: Cost and Time Savings • External  Authors • Internal  Authors • Formatting • Self-­review • Updates • Review  and   Approval • Compliance   • Updates • Index • TOC • Links/Cross Reference • Layout • Formatting • Interactivity • Conversion 35% 25% 15% 25% 100% Create Review/Approve Assembly Publishing
  • 21. Smart Content Value: Cost and Time Savings • External  Authors • Internal  Authors • Formatting • Self-­review • Updates • Review  and   Approval • Compliance   • Updates • Index • TOC • Links/Cross Reference • Layout • Formatting • Interactivity • Conversion With  automated  processes 50% Create Review/Approve Assembly Publishing
  • 22. Smart Content Value: Cost and Time Savings • External  Authors • Internal  Authors • Formatting • Self-­review • Updates • Review  and   Approval • Compliance • Updates • Index • TOC • Links/Cross Reference • Layout • Formatting • Interactivity • Conversion Create Review/Approval Assembly Publishing With  content  reuse 25%
  • 23. 15% Smart Content Value: Cost and Time Savings Create Review/Approval Assembly Publishing With  concurrent  processes
  • 24. 15% Smart Content Value: Cost and Time Savings Create Review/Approval Assembly Publishing Up  to  85%  Time  and  Cost  Savings!
  • 25. How to Create Smart Content 4
  • 26. If the authoring experience isn’t right, Smart Content will never be adopted
  • 27. Corporate executives saw the benefit of XML authoring and wanted it A Short History of XML Authoring
  • 28. Then the users saw the demo, and that killed it A Short History of XML Authoring
  • 29. Creating XML Can Be Complicated and So Are Most of the Tools XML editing in an XML editor: unfamiliar, complex user interface means long learning curves and high user resistance
  • 30. § Work like a word processor § Be easy to learn and use § Let users quickly find and to reuse content § Enable rapid updates of content across documents § Make applying intelligence to the content as simple as applying formatting § Show the authors a preview of the final multi-channel output without them having to wait for a designer For Successful Business User Adoption, the tools must:
  • 31. The Smart Content Tool § Authors can rapidly create Smart Content (XML) within a familiar word processor-like environment § Real-time pixel-perfect previews of content in different output formats § Reuse content components (text, images, charts, data) across multiple documents § Dynamically assemble content components for any output § Easily update a single source of content and manage dynamic content updates across multiple documents
  • 32. Simple and Familiar User Experience Editing Canvas Action Pane: Previews and Comments Toolbar: Emphasis, Bullets, Numbering, Images, Tables, Special Characters, Links, Find/Replace, Change Tracking, Commenting Configurable Pane Display Semantic Content: Breadcrumbs Block (paragraph) and Inline (text) “styles” Smart Document Pane: Section Outline, Insert, Delete, Move, and Doc Navigation, Component Reuse
  • 33. Quark Publishing Platform Customer’s App QuarkXPress Quark Author Web Edition High Fidelity Print and PDF QuarkXPress 3rd Party CMS / System of Record HTML for Web and E-mail Gateway App App Studio SaaS Portal A Smart Content Workflow XML Author 3rd party adapters: • XML Authoring • Publishing • Delivery ECM
  • 34. Who is Smart Content For? 3
  • 35. § High volume of similar documents § High volume of revisions § Frequently repeated creation processes § Government or corporate regulated documents § High possibility to reuse content across multiple documents Best When Content Type Has Characteristics that Include: § Integration of data into the content § Translated to multiple languages § Delivered in multiple formats § Delivered with multiple different presentation styles
  • 36. Industry: Financial Services & Banking Business Problem § Needed to provide a positive and consistent customer experience while ensuring compliance with governmental and internal bank policies, regulations and procedures. Had to scale capacity to accommodate a 200-300% growth in SOPs Solution § Enterprise publishing platform with Quark XML Author and Quark Publishing Platform Benefits § Componentization of content along with automation of task assignments and reminders significantly reduced review cycle § Minimized risk associated with meeting regulatory requirements by strengthening compliance and consistency § Significantly improved productivity to boost authoring capacity and enable the handling of two to three times the number of SOPs § Implemented an authoring and publishing solution that users can quickly learn and easily use § Codified SOP workflows into the Platform to make them an enterprise asset Leading North American Bank Standard Operating Procedures (SOPs)
  • 37. 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 State of Connecticut Regulations
  • 38. Industry: Airline Business Problem § World’s best and fastest growing Airline (Skytrax 2013), initiated Service Delivery Knowledge Base project, aimed at delivering personalized, contextual and timely service information needed by their 17,000 cabin crew mobile workforce Solution § Enterprise publishing platform with Quark XML Author for structured authoring QuarkXPress for creating richly designed, interactive content, Quark Publishing Platform for integration with other business systems, and automated mobile delivery to tablets Benefits § Improved ability to introduce new products and services § Improved ability to train 4000 staff per year § Improved efficiency for mobile workforce of 17,000 § Improved customer experience Emirates Cabin Crew Information
  • 39. Industry: Manufacturing and Technology Business Problem § Creation of custom datasheets was extremely labor- intensive taking up to 1-week per datasheet. New online PowerBench tool allows configuration of custom chips and would drive an estimated additional 3,000 custom datasheets per year. This would be unsustainable with current manual approaches Solution § Integration of Quark Smart Datasheets Solution with the Vicor PowerBench tool to enable custom datasheet creation by merging XML data with datasheet templates and without the need for manual intervention Benefits § Reduction of lead time for custom datasheets from 1-week to 30-seconds, saving millions of dollars in datasheet production and drastically improving customer satisfaction Vicor Datasheet Automation
  • 40. Industry: Government Business Problem § NUREG-0933 is a document mandated by the Commission and necessitated by federal regulations. It contains Unresolved Safety Issues and medium- and high-priority generic safety issues . As such, its revision and maintenance is critical to the agency’s mission. § The current processes for updating, publishing, and distributing NUREG-0933 are separated among different NRC systems and offices. To date, the final product does not facilitate information retrieval and the web version is difficult to navigate. Those who produce NUREG-0933 are faced with a significant coordination and resource effort to make even minor revisions to NUREG-0933. Solution § Provide a structured authoring environment to facilitate reuse and repurposing of existing NUREG; Quark XML Author utilizing DITA & integrated with IBM Case Manager and FileNet P8 Benefits § Streamline solution for updating, publishing, and distribution the NUREG-0933 document. The system also facilitates the process for the annual revisions in the Agency wide Documents Access and Management System repository and produces a public web site version that is easy to navigate and search. U.S. Nuclear Regulatory Commission NUREG 0933 (Nuclear Regulations)
  • 42. Benefits § Ensure your content and content processes support your corporate goals § Enhance content models and content § Maximize content reuse § Improve content processes and workflow including compliance § Streamline automated multi-channel publishing § Optimize translation and localization Implement an Enterprise Content Strategy
  • 43. Requirements Phase Analyze content lifecycle. Determine risks and challenges. Perform high-level and detailed content audit Design Phase Catalog information products. Design content models for published documents and source documents Enterprise Content Strategy Project
  • 44. 12 Reasons to Adopt Smart Content 6
  • 45. 1. Lower cost and effort to create and reuse content 2. Makes it easy for business users to create XML without being exposed to it 3. Faster time to market 4. Reduced translation costs 5. Higher quality content that is more accurate, consistent and up-to-date 6. Enables automated publishing of high-value customer communications 7. Built to support multi-channel, highly-designed, interactive content that meets your brand guidelines 7 Business Reasons to Adopt Smart Content
  • 46. 1. Support for a superior authoring experience that balances the need for structure with ease of use. 2. Ability to fallback to processing based on root classes 3. Easier to configure and maintain than other schema such as DITA 4. Doesn’t require complex programming to obtain the output formatting and design required 5. Lower barriers to adoption for non-technical users 5 Technical Reasons to Adopt Smart Content
  • 48. Quark Software Inc. § Founded 1981 § Denver headquarters § 30-years of leadership § Global footprint § Track record delivering award-winning enterprise solutions
  • 49. 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
  • 50. We help our customers communicate with their: Customers Partners Employees
  • 51. Quark Value PrintWeb We Help Customers Shift: Print Web Tablets E-readers Future? Mobile
  • 52. Further Information eBook The Beginner’s Guide to Smart Content www.quark.com/SmartContenteBook Quark Web Site Quark Enterprise Solutions www.quark.com/enterprise