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Transforming Customer
   Communications
     Quark Software Inc.
Agenda
               Quark
 Customer                              Questions and
             Publishing   Why Quark?
Engagement                              Next Steps
              Platform
What We Do:
Enterprise Dynamic Publishing Solutions


       We help our customers
      communicate with their:
             Customers
             Partners
             Employees
We Help Customers Move
We Help Customers Shift
      From This:                    To This:

                                E-readers
                                              Print
                           Future?
     Web
              Print       Tablets
                                                      Web


                                     Mobile
Customer Communications
 In the Mobile Device Era
Tablet and Smartphone Market
• PC market will grow 0.7% in 2012 compared a growth of
    91.7% in 2012 for tablets*
•   1 billion consumers with smartphones or tablets by 2016±
•   Piper Jaffray Investment Research see Apple retaining
    majority share of market over next 3 years
•   Windows will ramp in 2014, gain almost a 30% share of
    tablets by 2016°




*Morgan Stanley
°Forrester Report: Windows: The next Five Years
Tablet Usage
 77% use their tablet every day*
 Tablet users spend an average of
  13.9 hours a week on their device**
• The Small Business Association finds
  45% business owners say next tech
   purchase will be a tablet, with laptops
  second at 41%
• 29% of hardware decision-makers said
  that tablets were standard issue for executives; 15%, for non-
  sales heavy travelers; 13%, for IT employees; 10%, for sales°

*Pew Research
**Online Publishers Association
°Forrester Forrsights Workforce Employee Survey, Q3 2011.
Huge Projected Growth in Apps
                          App Downloads

                                                     287.9
             300

             250
                                      188.9
             200
(Billions)




             150           119.8

             100     73

             50

               0
                   2013   2014       2015           2016

                                      Gartner, InfoWorld, September 2011
C-level execs will officially name
 customer experience as a top
        strategic priority.
                    Kerry Bodine,
     2012 Customer Experience Predictions, Forrester
What Drives Outstanding
Customer Communications?

            IMMEDIATE



             Superior
            Customer
            Experience
The Fragmentation Challenge
      Create


         OS


Manufacturer


   Hardware


   App Store


  Geography
This Has a Business Cost

Creating content   = Expensive!
Managing content   = Expensive!
Publishing content = Expensive!
Delivering content = Expensive!


Doing all of this for multiple
output types…….Cost-prohibitive!
Businesses are Ill-equipped to
Meet These Expectations
   Content is unstructured
   No single source of truth
   Adhoc publishing processes
   Too many manual tasks and
    independent teams
   Automation or design – never
    both
   Requires ‗specialists‘ in every
    area
   Mass produced content
   Need to do more with less time
    and cost
Introducing:




    Smart Customer Communications
Quark Publishing Platform Solves the
Customer Communications Challenge

                IMMEDIATE
                  SOCIAL & DIGITAL
              SINGLE SOURCE OF TRUTH
                    AUTOMATED




                  Superior
                 Customer
                 Experience
A platform for complete, end-to-end publishing
Based on a set of core capabilities and modules — from content creation to
integration with third-party systems and services, to automated, multi-
channel delivery




                                                          Automatically assemble components
                   Design templates for multiple collaboration
                                     Workflow and
                                                                             Automatically deliver to mobile
                    publications  Review and approval     and multi-media into layouts
                                                                               devices
                                                          Automatically publish to multiple formats
                   Author structuredTask/review notifications
                                     content
                                                                             User and role-based content
                                      Content, sources  Incorporate XML
                   Integrate to 3rdparty datadesign update notifications content streams
                                                                               targeting
                   Incorporate graphics/audio/visual management
                                     XML component
                                                                             Automatically package and
                    content          Automated checks
                                                                               deliver to system of record
                                     Version control
                                     Integration with ECM
Single-source Value:
Cost and Time Savings
                        With automated processes

        35%                     25%              15%             25%
        Create              Editorial/Review   Assembly        Publishing

                                                                              100%
                                                                               50%
 •   External Authors          • Review        • Index         • Layout
 •   Internal Authors          • Q/A           • TOC           • Formatting
 •   Formatting                • Updates       • Links/Cross   • Conversion
 •   Self-review                                 Reference
 •   Updates
Single-source Value:
Cost and Time Savings
                        With automated processes
                            With content reuse


        Create              Editorial/Review   Assembly        Publishing

                                                                              50%
                                                                               25%
 •   External Authors          • Review        • Index         • Layout
 •   Internal Authors          • Q/A           • TOC           • Formatting
 •   Formatting                • Updates       • Links/Cross   • Conversion
 •   Self-review                                 Reference
Single-source Value:
Cost and Time Savings
           With concurrent processes


  Create       Editorial/Review   Assembly   Publishing

                                                          15%
                                                          25%
Benefits of Dynamic Publishing*
Process Improvements
 Speed delivery                            Up to 85%
 Increase employee productivity            Up to 30%
 Reduce amount of redundant content        Up to 50%

Cost Reduction
 Reduce publishing process costs           Up to 75%
 Reduce printing costs                     Up to 50%
 Reduce translation costs                  Up to 30%


 *Based on customer implementations,
 analyst studies, and conference material
Must Have Smart Content


                                                                  Higher Value
Semantic                                              Smart       Multipurpose
Meaning
                                                     Content      Content



                                       Structured                 Medium Value
Logical
                                                                  Repurposed
Structure                               Content                   Content


                        Unstructured                              Lower Value
Flat                      Content                                 Specific use
Text
                                                                  Content




                           Manual        Partially    Highly
Source: Gilbane Group
                           Processes     Automated    Automated
Must Have Smart Content

What is smart content?
 Knowledge-captured, media-independent content
  components
 Can be assembled for different publications and audiences


Why is it important?
 Foundation for automation
 Enables:
    Content reuse, repurposing of information
    Use of metadata, discoverability
    Personalization
Smart Content Example
Content Type   Words                     Smart Content
Financial      “Microsoft has released   <investment-news type=“product release” date=“2012-10-26”>
               Windows 8 Surface RT      <company tkr=“msft”>Microsoft</company>has released <product
Services       tablet to compete with    uri=“www.Microsoft.com/surface”>
Report         Apple and Google”         Windows 8 Surface RT
                                         </product>
                                         tablet to compete with
                                         <company tkr=“aapl”>Apple<company> and
                                         <company tkr=“goog”> Google</company>


What can be    Can be manually           Can be automatically formatted for different devices
done?          styled. Can be read       and audiences. Can be automatically enhanced with
               by a consumer.            interactivity such as pop-up thumbnails of product
                                         page, live stock ticker information for each company,
                                         links to latest related news items regarding product
                                         releases, and more.
Smart Content in Action
Design “Chrome” and Formatting             Graphics and Multimedia
(from template)                            (slide show or video for digital)


                                 Reuse

                                                                        Database Data
                                 Personalization




                                 Brand Consistency
                                                        Protected Legal Text
XML Authoring User Experience

 It all starts with the author
 Users are not interested in
  the technology
 Improve Productivity
     Limit ―manual styling‖
 Structured Authoring
 Fine-grained Knowledge
  Capture
 Output Smart XML
  Components for Reuse
  and Automation
Digital Publishing Process

XML Author


                                          App Studio Portal




QuarkXPress   Quark Publishing Platform




                                          Customer‘s App
How it works
                                      EXTERNAL SYSTEMS



 CREATIVE      Quark Publishing Platform      Quark Publishing Platform
  SUITE                CLIENT                       WEBCLIENT                                          PDF
                                                                                                               WEB CMS


                                                                                                      eBOOKS
 CONTENT
                                                                            Quark Publishing
                                            Quark Publishing Platform
               QuarkXPress                                                     Platform
               ENTERPRISE
                                                   SERVER                                                      IBM CMS
                                                                             RENDERER                 PRINT
 PHOTOS          EDITION
                                                 Content creation
                                              Component Management
                                                Dynamic Assembly
                                                 Automated layout
MULTI MEDIA                                     Automated output                                       RSS
                                                      Reuse
                                                   Repurposing
                                                     Workflow                DITA OTK
                                                    Repository
              Quark XML Author                       Delivery                                         eMAIL
   DATA                                                                   ANTENNA HOUSE


                                                                          Quark Publishing Platform    APPS
                                                                          APP DELIVERY SERVER
Platform Capabilities

      DIGITAL               BUSINESS      STRUCTURED
                            SYSTEM        AUTHORING
                            INTEGRATION


      Publishing
      Delivery
      Analytics

      COLLABORATION                       CONTENT
                                          MANAGEMENT



      Publishing Workflow
      Review
      Approval

      MULTI-CHANNEL         CONTENT       AUTOMATION
      PUBLISHING            REUSE




                                          Layout Automation
                                          Publishing Automation
Built Using State-of-the-art
Standard-based Technologies




                                                                                                                    MOBILE CLIENTS
                                                    CUSTOM CLIENT                           CUSTOM PORTAL                                CUSTOM iOS




                                                                           WEB CLIENTS
                                        DESKTOP
                                        CLIENTS
                                                  QUARK XML AUTHOR                             WEB CLIENT                                GATEWAY iOS
         EXTERNAL                                                                                                                        STARTER APP
         SYSTEMS                                     QUARKXPRESS
                                                                                               WEBMVC
                                                      ENTERPRISE
                                                                                             COMPONENTS
                                                        EDITION




                                                        SOAP INTERFACE                                   REST INTERFACE




                                                                                                                                                                               LDAP / Active
                      MESSAGING LAYER




                                                                                                                                                      SPRING SECURITY / JAAS




                                                                                                                                                                                 Directory
                         (active MQ)




                                                        SPRING IoC CONTAINER – POJO SERVICES                                                                                                         WEB CONTAINER
                                                                                                                                                                                                       IBM WEBSHPERE
                                                  Content   Metadata   Indexing          Collection   Query       Script              Privilege
                                                  Service   Service     Service           Service     Service    Service              Service                                                         ORACLE WEBLOGIC




                                                                                                                                                                                  Kerberos / NTLM
                                                                                                                                                                                                       APACHE TOMCAT
                                                                                                                 Custom Service 1

           RENDERER
                                                                   PUBLISHING                                    Custom Service 2
                                                                    SERVICE
             SERVER                                                                                                                                                                                 MICROSOFT SHAREPOINT
            MANAGER
                                                                                                                 Custom Service 3

           SUBRENDERER                                                                                                                                                                               WORK IN PROGRESS
                                                                                                                                                  REPOSITORY
 eMAIL                                                                                                                                             ADAPTER
           SUBRENDERER
                                                   DITA           ANTENNA                  WEB                  DATA ACCESS
           SUBRENDERER                             OTK             HOUSE                   CMS                    ADAPTER
 APPS
           SUBRENDERER




eBOOKS   PRINT      RSS                                     PDF                           WWW             MS SQL                     ORACLE
                                                                                                          SERVER
Features that Deliver Customer Value
Quark
•   Founded 1981
•   Denver headquarters         Products
•   30-year leadership          • Structured Authoring
                                • Cross-Media Design
•   Global Footprint            • Brand Management
                                • Publishing automation
•   Track record delivering     • Digital publishing

    enterprise solutions

                    2011-2012
Successful Customers


   Financial              Government                   Manufacturing               Publishing
    Research reports,     Intelligence, Legislation,   Technical documentation,   Magazines, Newspapers,
Customer communications           Regulation             marketing materials          Books, Printers
Strong Partnerships
Questions?
Thank You

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Quark Enterprise Introduction Presentation

  • 1. Transforming Customer Communications Quark Software Inc.
  • 2. Agenda Quark Customer Questions and Publishing Why Quark? Engagement Next Steps Platform
  • 3. What We Do: Enterprise Dynamic Publishing Solutions We help our customers communicate with their:  Customers  Partners  Employees
  • 4. We Help Customers Move We Help Customers Shift From This: To This: E-readers Print Future? Web Print Tablets Web Mobile
  • 5. Customer Communications In the Mobile Device Era
  • 6. Tablet and Smartphone Market • PC market will grow 0.7% in 2012 compared a growth of 91.7% in 2012 for tablets* • 1 billion consumers with smartphones or tablets by 2016± • Piper Jaffray Investment Research see Apple retaining majority share of market over next 3 years • Windows will ramp in 2014, gain almost a 30% share of tablets by 2016° *Morgan Stanley °Forrester Report: Windows: The next Five Years
  • 7. Tablet Usage  77% use their tablet every day*  Tablet users spend an average of 13.9 hours a week on their device** • The Small Business Association finds 45% business owners say next tech purchase will be a tablet, with laptops second at 41% • 29% of hardware decision-makers said that tablets were standard issue for executives; 15%, for non- sales heavy travelers; 13%, for IT employees; 10%, for sales° *Pew Research **Online Publishers Association °Forrester Forrsights Workforce Employee Survey, Q3 2011.
  • 8. Huge Projected Growth in Apps App Downloads 287.9 300 250 188.9 200 (Billions) 150 119.8 100 73 50 0 2013 2014 2015 2016 Gartner, InfoWorld, September 2011
  • 9. C-level execs will officially name customer experience as a top strategic priority. Kerry Bodine, 2012 Customer Experience Predictions, Forrester
  • 10. What Drives Outstanding Customer Communications? IMMEDIATE Superior Customer Experience
  • 11. The Fragmentation Challenge Create OS Manufacturer Hardware App Store Geography
  • 12. This Has a Business Cost Creating content = Expensive! Managing content = Expensive! Publishing content = Expensive! Delivering content = Expensive! Doing all of this for multiple output types…….Cost-prohibitive!
  • 13. Businesses are Ill-equipped to Meet These Expectations  Content is unstructured  No single source of truth  Adhoc publishing processes  Too many manual tasks and independent teams  Automation or design – never both  Requires ‗specialists‘ in every area  Mass produced content  Need to do more with less time and cost
  • 14. Introducing: Smart Customer Communications
  • 15. Quark Publishing Platform Solves the Customer Communications Challenge IMMEDIATE SOCIAL & DIGITAL SINGLE SOURCE OF TRUTH AUTOMATED Superior Customer Experience
  • 16. A platform for complete, end-to-end publishing Based on a set of core capabilities and modules — from content creation to integration with third-party systems and services, to automated, multi- channel delivery  Automatically assemble components  Design templates for multiple collaboration  Workflow and  Automatically deliver to mobile publications  Review and approval and multi-media into layouts devices  Automatically publish to multiple formats  Author structuredTask/review notifications  content  User and role-based content Content, sources  Incorporate XML  Integrate to 3rdparty datadesign update notifications content streams targeting  Incorporate graphics/audio/visual management  XML component  Automatically package and content  Automated checks deliver to system of record  Version control  Integration with ECM
  • 17. Single-source Value: Cost and Time Savings With automated processes 35% 25% 15% 25% Create Editorial/Review Assembly Publishing 100% 50% • External Authors • Review • Index • Layout • Internal Authors • Q/A • TOC • Formatting • Formatting • Updates • Links/Cross • Conversion • Self-review Reference • Updates
  • 18. Single-source Value: Cost and Time Savings With automated processes With content reuse Create Editorial/Review Assembly Publishing 50% 25% • External Authors • Review • Index • Layout • Internal Authors • Q/A • TOC • Formatting • Formatting • Updates • Links/Cross • Conversion • Self-review Reference
  • 19. Single-source Value: Cost and Time Savings With concurrent processes Create Editorial/Review Assembly Publishing 15% 25%
  • 20. Benefits of Dynamic Publishing* Process Improvements  Speed delivery Up to 85%  Increase employee productivity Up to 30%  Reduce amount of redundant content Up to 50% Cost Reduction  Reduce publishing process costs Up to 75%  Reduce printing costs Up to 50%  Reduce translation costs Up to 30% *Based on customer implementations, analyst studies, and conference material
  • 21. Must Have Smart Content Higher Value Semantic Smart Multipurpose Meaning Content Content Structured Medium Value Logical Repurposed Structure Content Content Unstructured Lower Value Flat Content Specific use Text Content Manual Partially Highly Source: Gilbane Group Processes Automated Automated
  • 22. Must Have Smart Content What is smart content?  Knowledge-captured, media-independent content components  Can be assembled for different publications and audiences Why is it important?  Foundation for automation  Enables:  Content reuse, repurposing of information  Use of metadata, discoverability  Personalization
  • 23. Smart Content Example Content Type Words Smart Content Financial “Microsoft has released <investment-news type=“product release” date=“2012-10-26”> Windows 8 Surface RT <company tkr=“msft”>Microsoft</company>has released <product Services tablet to compete with uri=“www.Microsoft.com/surface”> Report Apple and Google” Windows 8 Surface RT </product> tablet to compete with <company tkr=“aapl”>Apple<company> and <company tkr=“goog”> Google</company> What can be Can be manually Can be automatically formatted for different devices done? styled. Can be read and audiences. Can be automatically enhanced with by a consumer. interactivity such as pop-up thumbnails of product page, live stock ticker information for each company, links to latest related news items regarding product releases, and more.
  • 24. Smart Content in Action Design “Chrome” and Formatting Graphics and Multimedia (from template) (slide show or video for digital) Reuse Database Data Personalization Brand Consistency Protected Legal Text
  • 25. XML Authoring User Experience  It all starts with the author  Users are not interested in the technology  Improve Productivity  Limit ―manual styling‖  Structured Authoring  Fine-grained Knowledge Capture  Output Smart XML Components for Reuse and Automation
  • 26. Digital Publishing Process XML Author App Studio Portal QuarkXPress Quark Publishing Platform Customer‘s App
  • 27. How it works EXTERNAL SYSTEMS CREATIVE Quark Publishing Platform Quark Publishing Platform SUITE CLIENT WEBCLIENT PDF WEB CMS eBOOKS CONTENT Quark Publishing Quark Publishing Platform QuarkXPress Platform ENTERPRISE SERVER IBM CMS RENDERER PRINT PHOTOS EDITION Content creation Component Management Dynamic Assembly Automated layout MULTI MEDIA Automated output RSS Reuse Repurposing Workflow DITA OTK Repository Quark XML Author Delivery eMAIL DATA ANTENNA HOUSE Quark Publishing Platform APPS APP DELIVERY SERVER
  • 28. Platform Capabilities DIGITAL BUSINESS STRUCTURED SYSTEM AUTHORING INTEGRATION Publishing Delivery Analytics COLLABORATION CONTENT MANAGEMENT Publishing Workflow Review Approval MULTI-CHANNEL CONTENT AUTOMATION PUBLISHING REUSE Layout Automation Publishing Automation
  • 29. Built Using State-of-the-art Standard-based Technologies MOBILE CLIENTS CUSTOM CLIENT CUSTOM PORTAL CUSTOM iOS WEB CLIENTS DESKTOP CLIENTS QUARK XML AUTHOR WEB CLIENT GATEWAY iOS EXTERNAL STARTER APP SYSTEMS QUARKXPRESS WEBMVC ENTERPRISE COMPONENTS EDITION SOAP INTERFACE REST INTERFACE LDAP / Active MESSAGING LAYER SPRING SECURITY / JAAS Directory (active MQ) SPRING IoC CONTAINER – POJO SERVICES WEB CONTAINER IBM WEBSHPERE Content Metadata Indexing Collection Query Script Privilege Service Service Service Service Service Service Service ORACLE WEBLOGIC Kerberos / NTLM APACHE TOMCAT Custom Service 1 RENDERER PUBLISHING Custom Service 2 SERVICE SERVER MICROSOFT SHAREPOINT MANAGER Custom Service 3 SUBRENDERER WORK IN PROGRESS REPOSITORY eMAIL ADAPTER SUBRENDERER DITA ANTENNA WEB DATA ACCESS SUBRENDERER OTK HOUSE CMS ADAPTER APPS SUBRENDERER eBOOKS PRINT RSS PDF WWW MS SQL ORACLE SERVER
  • 30. Features that Deliver Customer Value
  • 31.
  • 32. Quark • Founded 1981 • Denver headquarters Products • 30-year leadership • Structured Authoring • Cross-Media Design • Global Footprint • Brand Management • Publishing automation • Track record delivering • Digital publishing enterprise solutions 2011-2012
  • 33. Successful Customers Financial Government Manufacturing Publishing Research reports, Intelligence, Legislation, Technical documentation, Magazines, Newspapers, Customer communications Regulation marketing materials Books, Printers