Xplor International Announces 2024 Conference Dates

Lutz, FL — March 11, 2024:  Xplor International, the worldwide electronic document systems association, today announced their annual conference, the 2024 Xplor Summit will take place September 24-26, 2024, in Lake Buena Vista, Florida at the Hilton Orlando Lake Buena Vista, Disney Springs Area.

“We are excited to partner with Hilton Orlando Lake Buena Vista this September,” says Skip Henk, Xplor President/CEO.  “The venue location offers a one-of-a-kind experience for attendees to encourage networking with entertainment and restaurants in close proximity.”

The two-and-a-half-day event brings together end users, analysts, consultants, industry experts, and vendors dedicated to the education, evolution, and success of the Customer Communications Management (CCM) industry. The event will include:

  • Rapid-Fire General Session Exhibitor Introductions
  • Educational Sessions
  • Birds of a Feather Discussions
  • Educational Panels
  • Leading-Edge Exhibitors
  • Daily Networking (including lunches and evening events)
  • Industry Awards

The 2024 Xplor Summit website, as well as the Call for Presentations, will open in the coming weeks. Check out www.xplor.org for the latest and most up-to-date information.

Interested in speaking or exhibiting? Watch for our Call for Presentations announcement or email register@xplor.org to be notified once we are accepting applications. If you are interested in exhibiting, please email skip@xplor.org.

Questions should be directed to Xplor HQ via email at register@xplor.org or by phone at +1-813-949-6170, between the hours of 9:00 AM to 5:00 PM (ET), Monday through Friday.


About Xplor International

Xplor International is a not-for-profit association dedicated to the education, evolution, and success of the Customer Communications Management (CCM) industry. Our members design, produce, implement, deliver and manage high-volume, highly regulated and highly personalized communications across all channels and in all formats.

Xplor’s mission is to provide the education and resources necessary for the development of engaging customer communications.

We enhance organizational success and advance the careers of our members by providing research, analyst access, industry certification, professional development, and educator guidance. Global members benefit from our in-person annual conference, virtual events, and networking opportunities.

Xplor International has its worldwide headquarters in Florida, with active membership across the globe.

Further information is available at www.xplor.org.

Xplor International Media Contact:
Chad Henk
Marketing Director
+1-813-949-6170
Chad@xplor.org

Quantre Solutions. Celebrating 15 Years.

Strategies for Enhancing Customer Communication and Experience Management with AI and RPA

(Quantre Solutions, created with MidJourney, 2023)

In 2023, I attended Xplor’s CCM Summit, where I shared insights on how Artificial Intelligence (AI) and Robotic Process Automation (RPA) are being used in Customer Communications Management (CCM) and Customer Experience Management (CXM). My presentation, “AI and RPA to Help Process Automation,” was one of two sessions exclusively focused on this topic. Generative AI was also mentioned during multiple other sessions, highlighting the importance of this novel technology in delivering personalized, relevant, and engaging customer experiences. This article aims to present the case for Generative AI to be added to modern CCM/CXM platforms to support the delivery of customer messaging and experiences, like what I presented at the Xplor event.

Request access to Quantre Solutions 2023 Xplor Presentation AI and RPA to Help CCM Process Automation at http://go.quantre.com/xplor23.

The Economic Potential of Generative AI and CXM

Recent research by McKinsey Digital shows that Generative AI could add $4.4 trillion to the global economy annually (McKinsey Digital, 2023). This research identifies that 75% of the economic value added will come from Customer Operations, Marketing/Sales, Software Engineering, and R&D. Based on McKinsey’s use cases, our CCM/CXM industry can gain an estimated $1.5 trillion annually from generative AI, which is more than digital transformation project spend. However, we must take the lead in delivering AI services for customer content messaging. Otherwise, IT-centric service providers will take over and cause another silo-managed and segmented customer experience.

Xplor’s Preparation for CCM’s AI Evolution

For many years, Xplor International conferences have been helping professionals understand how to take advantage of digital transformation opportunities. Attendees learn about industry trends, insights, strategies, and new methodologies and technologies that can support digital transformation projects. At the 2023 Xplor conference, vendors showcased their use of AI in the latest product features.

Accurate and relevant responses require Generative AI to access significant data and content. Experts like Brian Cox with RR Donnelley and Jeff Williams with OpenText have emphasized the importance of personalized content that resonates with consumers during the Xplor conference. They suggest that strategic content management, which aligns with customer expectations, is crucial. During the 2018 conference, Cox discussed that the primary need of customers is personalized content, followed by the integration of content silos and the efficient use of content (Cox, RR Donnelley, 2018). In 2012, Williams discussed the significance of making content relevant to consumers and ensuring channel relevance for customer communications experiences (Williams, OpenText, 2012).

Xplor sessions have emphasized the significance of content management techniques to ensure quality, relevance, and personalization. These principles have become even more crucial as we upgrade our traditional multi-channel communications to omni-channel experiences using AI.

The Heart of CX: C.O.D.E.

Our CCM industry specializes in delivering customer experiences across multiple channels in industries with regulations. Our expertise includes creating business content and rules, using composition tools, and workflow engines. We have strong data privacy practices, content segmentation, and automated quality assurance to handle complex tasks within regulated industries.

Companies that want to use Generative AI to communicate with their customers across various delivery channels must manage content and data effectively. These include data corpora and custom knowledge bases that help the AI generate appropriate messages. To introduce Generative AI channels, companies must replicate industry best practices models such as Create Once, Distribute Everywhere, or C.O.D.E. (Broadridge Financial Solutions Inc, 2017). Evaluating current CCM/CXM capabilities before adopting new Generative AI delivery channels is essential. An ecosystem assessment can help companies understand the maturity of their current capabilities.

When implementing Generative AI services, it is essential to consider doing so within the customer communications platform. Separating these services would be like having digital communications not connected to print communications. This approach aligns differently with modern Omni-channel communication goals, creating disconnected customer channel experiences.

Adding Retrieval Augmented Generation AI to CCM

Retrieval Augmented Generation, or RAG (Microsoft, 2023), is a highly advanced AI system that enhances the capabilities of Large Language Models, or LLMs. It works by providing access to a custom knowledge base, which is used to inform the LLM’s responses. By prioritizing the custom content over general LLM-trained content, RAG improves the quality of the AI response for the user. The custom knowledge base is carefully selected to match the specific scope of the AI project, enabling the system to find relevant data and facts more effectively.

(Quantre Solutions, 2023)

Our CCM industry is primarily responsible for managing and publishing knowledge-based content. This content is often used for customer communications, websites, and customer service response libraries. The CCM platforms are ideal for supporting Generative AI with the RAG framework. Combining the RAG framework with CCM can significantly improve the quality and relevance of AI-generated customer interactions.

CCM + RPA + RAG = CXM

A sophisticated data model is required to deliver Generative AI messaging channels for an organization with multiple clients, lines of business, and products. Although siloed solution designs are not commonly accepted in the CCM industry, siloed custom knowledge bases with RPA can deliver the desired accuracy to meet our goals (Forrester Research, Inc, 2023). With RPA business rules and siloed knowledge bases, organizations can deliver a targeted and quality Generative AI customer experience.

The approach is not a theoretical model but a proven methodology in the CCM industry for managing content and business rules across an organization or by service providers supporting multiple clients for generating and distributing customer communications and messages.

Infographic showing C.O.D.E. integrating with RPA and client data silos to deliver compliant RAG Generative AI process for service providers.

CCM + RPA + RAG

Customer Communications and AI Strategic Integration

As customer expectations change, companies must stay ahead by adopting and refining new technologies. When considering the implementation of AI, it is vital to use it effectively as a channel and touchpoint to meet customers’ self-service needs with meaningful interactions without introducing redundant capabilities within existing CCM platforms. The future of CXM relies on our ability to continuously innovate and ensure that our communication strategies are as dynamic as the customers we serve.

About Quantre Solutions

Quantre Solutions offers consulting and services related to customer communications management. The company has expertise in designing and updating CCM workflow solutions, conducting ecosystem assessments, and formulating client onboarding strategies. In early 2023, Quantre launched CxStrategizer, a tool that utilizes AI and process automation to analyze customer communications. The platform is powered by advanced AI technologies from Semantex, Microsoft Azure AI Services, and OpenAI, and it automates the analysis process to categorize, measure, and report on modernization strategies that can benefit customers during service provider migration projects. Quantre’s extensive experience integrating AI and using LLMs in CxStrategizer for multi-client service providers formed the basis of the company’s 2023 Xplor session and this article.

Quantre Solutions is the only industry consulting firm with multiple EDP certified industry professionals. Learn more about Quantre Solutions and our EDP certified professionals at www.quantresolutions.com.


 

Scott Mulkey, M-EDP
COO & Partner
Quantre Solutions

 


Citations

Broadridge Financial Solutions Inc. (2017). Transforming the Participant Experience. Retrieved from broadridge.com: http://www.broadridge.com/_assets/pdf/broadridge-transforming-the-participant-experpience-2017.pdf

Cox, B, RR Donnelley (2018). Architecture Required for a Customer Experience Management Platform. Xplor International Conference.

Forrester Research, Inc. (2023). Forrester Glossary. Retrieved from Forrester Glossary: http://www.forrester.com/staticassets/glossary.html

McKinsey Digital. (2023, June 14). The economic potential of generative AI: The next productivity frontier. Retrieved from mckinsey.com: http://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/the-economic-potential-of-generative-ai-the-next-productivity-frontier#industry-impacts

Microsoft. (2023). Retrieval Augmented Generation (RAG) in Azure AI Search. Retrieved from http://learn.microsoft.com/: http://learn.microsoft.com/en-us/azure/search/retrieval-augmented-generation-overview

Quantre Solutions, created with MidJourney. (2023). Futuristic AI Robot created with Midjourney and licensed vector Adobe Stock. Retrieved from MidJourney: http://go.quantre.com/x23ai1

Williams, J, OpenText. (2012). Seamless Repository Integration with Electronic Document Output. Xplor International Conference.

Xplor President talks to Crawford Technologies President, Ernie Crawford

Interviewed by Skip Henk, EDP, President and CEO of Xplor International

I have had the pleasure of watching Crawford Technologies over the years becoming a leading provider of customer communications solutions. Their latest solution, SmartSetup, was recognized at the 2023 Xplor CCM Summit with the Technology of the Year award.

Founded in 1995, Crawford Technologies has grown to become a renowned provider of solutions for enterprise communications processing (ECP). Ernie Crawford, Founder, President & CEO of Crawford Technologies, shares his thoughts about ECP and the need to process customer communications for smartphones and tablets.

Skip – What is enterprise communications processing and how is it different than customer communication management?

Ernie – Enterprise communications processing (ECP) is a comprehensive approach to giving enterprises the tools they need to manage and deliver all forms of business communications to their customers, across various channels like email, print, mobile apps and more. It streamlines and automates the entire communication workflow, from composition through post-composition, postal automation, job combining and assembly to delivery and tracking. 

ECP has become very popular because most organizations have multiple CCM platforms and composition software, and it is very costly and inefficient to get them all to provide multi-channel and omni-channel capabilities that are consistent with each other—if that is even possible. It is highly desirable to have a single point of control and that is where ECP comes in.

ECP helps organizations improve their customer experience with consistent on-target, timely communications through their customers’ preferred channels.  At the same time, we see organizations benefit from reduced operational costs by eliminating redundant and manual tasks. This translates into tremendous cost savings that enable the money to be used to improve other areas of the business, such as accessibility.

On the other hand, CCM focuses on the composition of customer communications, involving tasks like planning communication strategies, designing compelling content and adhering to branding guidelines. It’s essentially the creative hub where the communication materials take shape, addressing the customer’s journey and information needs.

Skip – What’s the challenge with using PDFs for electronic delivery?

Ernie – PDFs were created in the 1990s to provide a standard format for sharing documents electronically between computer systems. Today, nearly 80% of consumers prefer reading emails, newsletters and other forms of corporate communications on their smartphones or tablets. Combined with 92% of internet users accessing the internet using a mobile phone, that means there has been a dramatic shift from consumers using computers to smartphones to read news, check email, respond to text messages, communicate on social media, access corporate portals, shop for goods and services and browse the web. This shift, or mobile revolution, makes it a requirement for organizations to make sure that all their customer-facing communications are optimized for mobile devices. As an ECP company, Crawford Technologies ensures that we provide the tools and capabilities for organizations to make that happen. The beauty of doing that in ECP is that we can be made aware of when a user is on a mobile device and provide that format dynamically.

Skip – OK, what format should our readers be using for electronic customer communications?

Ernie – Composing customer communications and formatting them into AFP or PDF is still a regulatory requirement for many organizations in order to match the printed documents. They are a document of record for record retention. Therefore, AFP and PDF are not going away.

We have embraced the concept of processing print files and transforming them into responsive HTML for mobile device communications, without altering the original document in any way.  A good example is a customer of ours which is a very large financial institution. Our software converts their print-ready transactional customer communication documents into responsive HTML for mobile devices. It is done in real time when a customer requests to view their statement from their smartphone.

Skip – Why not compose customer communications in HTML?

Ernie – You could invest in composing customer communications in an HTML format, but that would result in maintaining and storing a print and HTML version of the communication. This approach will increase your labor, storage and operational costs when corporate mandates are to reduce costs and be more efficient. For example, one of our customers estimated that it would cost them in excess of $20 million to generate, maintain and store two communications with the same data.

Skip – Good point.  Any closing thoughts for our readers?

Ernie – Enterprise communications processing is a versatile technology that can be used to improve customer communications in a variety of ways. We provide some of the best, cutting-edge technologies in the industry. If you are looking for a way to streamline your communication processes, deliver communications for smartphones and tablets and reduce costs, then our ECP solutions are a good option to consider.

The future of electronic customer communications is undeniably mobile. Organizations must recognize this shift in consumer behavior and adapt their strategies accordingly. Embracing responsive HTML for electronic communications is not just an option—it’s a necessity for staying relevant in a rapidly changing digital landscape. It’s time for organizations to leave behind the constraints of PDFs, embrace responsive HTML and usher in a new era of mobile customer communications.

Skip – Thank you, Ernie, for taking the time and sharing your thoughts. Best wishes to you and the Crawford family for a happy holiday season.

To learn more about making your customer communications mobile-ready, register for the upcoming webinar, Mobile Revolution: Enhancing Customer Engagement with Responsive HTML, hosted by Crawford Technologies on December 7 at 1 p.m. ET. It will include tips and tricks to transform PDFs into responsive HTML and show how it can be done using Crawford Technologies’ enterprise communications processing software.


Until next interview! Take care.

skip_Henk_Photo_2011

 

Skip Henk, EDP
President/CEO
Xplor International

Cal Poly Team Wins Xplor’s Annual Design Competition

Lutz, FL – November 20, 2023 – Xplor International, the worldwide electronic document systems association, today announced the winners of their 2023 Communication Design Competition. The annual contest is open to university students and challenges them to promote real-life application development, while having a bit of fun.

Participating teams each consisted of up to five student members from the same university. A team can only submit one entry, but the university can have multiple teams. Each student can only participate on one team.

The top two teams presented their solutions on Wednesday, November 15th at the 2023 Xplor CCM Summit and the winners were recognized on stage.

Sponsored by Quadient, the winning team was from the California Polytechnic State University’s Graphic Communication Department and included students Keilana Calder, Miriam Gabai, Umika Kuroda and Charlotte Smith.

“The Design Competition is a highlight of our event. The efforts put forth by the students is a testament to their commitment as the next generation of CCM professionals,” says Skip Henk, President and CEO of Xplor International. “I want to thank Cal Poly for participating and Quadient for their investment in supporting this wonderful program.”

The winners were selected based on their team’s presentation and explanation of the redesign to a panel of judges. Additionally, each participant received a complimentary full-summit pass to the annual event where they attended educational sessions and panels and networked with other attendees and our exhibitors.


About Xplor International

Xplor International is a not-for-profit association dedicated to the education, evolution, and success of the Customer Communications Management (CCM) industry. Our members design, produce, implement, deliver and manage high-volume, highly regulated and highly personalized communications across all channels and in all formats.

Xplor’s mission is to provide the education and resources necessary for the development of engaging customer communications.

We enhance organizational success and advance the careers of our members by providing research, analyst access, industry certification, professional development, and educator guidance. Global members benefit from our in-person annual conference, virtual events, and networking opportunities.

Xplor International has its worldwide headquarters in Florida, with active membership across the globe.

Further information is available at www.xplor.org.

Xplor International Media Contact:
Chad Henk
Marketing Director
+1-813-949-6170
Chad@xplor.org

Xplor Announces 2023 Dr. Keith Davidson Lifetime Achievement Award

Lutz, FL — November 15, 2023: Xplor International, the worldwide electronic document systems association, today named the recipients of the 2023 Lifetime Achievement Awards. These awards were presented at the 2023 Xplor CCM Summit, on Tuesday, November 14th during the awards ceremony in Orlando, Florida.

The Lifetime Achievement Award was established in 2007 and is given to an individual, or individuals, whose efforts and contributions have significantly changed the course and development of the digital document industry. This award is open to Xplor International members as well as non-members.

The award was renamed last year to honor Dr. Keith Davidson, EDP who passed away. Dr. Davidson was the original Executive Director of Xplor for 11 years and is responsible for much of the influence of the association. In his honor, Xplor has officially renamed the award to the Dr. Keith Davidson Lifetime Achievement Award.

The 2023 recipients are:

Roger P. Gimbel, EDP, has had a long and distinguished history in the Document Industry. His father founded a successful chain of copy shops in New York City in the 1950’s and with his father’s premature passing in the 1970’s, he was thrust into taking over, diversifying and growing the business in additional areas, such as doing Facilities Management for AT&T.

At its’ apex, he had 3 partners in Global Document Solutions, approximately 700 employees, offset, print-on-demand and digital transactional print technologies.

20 years ago, he reinvented himself again, selling his interest in Global Document Solutions and setting up a consulting business, which continues today with 17 consultants advising clients on a broad range of document processes and technologies.

He is a founding member of IPN, the International Printers Network, which connects printers and print work across the globe.

He has been involved in Xplor for over 25 years, has attended and supported regional and global events, most recently as a Platinum Partner. He has also supported the development of our college students through contributions to the Xplor Member Scholarship program.

Scott Baker, EDP, has exhibited exceptional leadership in the technology marketing industry for over 30 years. His knowledge and expertise in technology marketing, strategy development, planning, international channels, and strategic relationships have made him a true visionary and expert in his field.

Throughout his career, he has demonstrated an unparalleled understanding of various industries, including enterprise level software, document accessible solutions, Business Process Outsourcing (BPO), Direct Marketing (DM), Managed Print Services (MPS), Customer Communications Management (CCM), Enterprise Content Management (ECM), Printing and Publishing, and the Finance sector.

His most significant contribution is his unwavering dedication to sharing knowledge and insights. Scott has been a consistent presence at Xplor events, attending and presenting for nearly a decade.

His commitment to Xplor and industry the in general extend beyond mere participation. Scott

served on the Board of Directors, playing a pivotal role in shaping the association’s direction. He is a global subject-matter expert on customer communications management (CCM), and his visionary approach has influenced the development of critical concepts such as Enterprise Communications Processing (ECP), Software-as-a-Service (SaaS), Enterprise Content Management (ECM), and Variable Data Publishing (VDP).

As Executive Vice President of Crawford Technologies and during his tenure as VP, Worldwide Channels at Quadient (formerly known as GMC), he has played instrumental roles in shaping the success of these organizations.

“Our 2023 recipients represent the best the industry has to offer,” says Skip Henk, President/CEO of Xplor International. “We thank them for all of their contributions to Xplor and the industry in general.”

Other Xplor annual awards, recognized and announced at the CCM Summit, include:

Technology of the Year
Winner:  Crawford Technologies – SmartSetup
Honorable Mention:  Smart Communications – SmartIQTM
Honorable Mention:  Messagepoint – MARCIE

Application of the Year
Winner:  Mayo Clinic & Solimar Systems, Inc. – Dynamically Created Personalized Patient Booklets
Honorable Mention:  Papyrus Software – Papyrus DocuFlow

Xplorer of the Year
Cheryl Simerson, EDP

Design Competiton Winners
Keilana Calder, Miriam Gabai, Umika Kuroda & Charlotte Smith
California Polytechnic State University


About Xplor International

Xplor International is a not-for-profit association dedicated to the education, evolution, and success of the Customer Communications Management (CCM) industry. Our members design, produce, implement, deliver and manage high-volume, highly regulated and highly personalized communications across all channels and in all formats.

Xplor’s mission is to provide the education and resources necessary for the development of engaging customer communications.

We enhance organizational success and advance the careers of our members by providing research, analyst access, industry certification, professional development, and educator guidance. Global members benefit from our in-person annual conference, virtual events, and networking opportunities.

Xplor International has its worldwide headquarters in Florida, with active membership across the globe.

Further information is available at www.xplor.org.

Xplor International Media Contact:
Chad Henk
Marketing Director
+1-813-949-6170
Chad@xplor.org

Industry Leaders Support the 2023 Xplor CCM Summit

Lutz, FL – October 19, 2023 – Xplor International, the worldwide electronic document systems association, today announced the line-up of summit sponsors for the 2023 CCM Summit, being held November 14-16, at the Rosen Centre Hotel in Orlando, Florida.

For information about the event or to register visit: go.xplor.org/23summit

“I’d like to thank all of our sponsors and partners,” said Skip Henk, EDP, President and CEO of Xplor International. “Your continued support allows us to produce an educational and fun event, each and every year.”

  • Diamond Summit Sponsors
    • Crawford Technologies – Wednesday Reception Co-Sponsor
    • Gimbel & Associates – Beverage Breaks, Wednesday Lunch, Industry Awards, Educational Tracks
    • Quadient – Mobile App, Lanyards, Collegiate Design Competition
    • RenderX, Inc. – Wednesday Reception Co-Sponsor
    • Smart Communications – Tuesday Social Hour
  • Ruby Summit Sponsor
    • Messagepoint – Tuesday Lunch
  • Emerald Summit Sponsors
    • Canon Solutions America – Conference Bags
    • The Cincinnati Insurance Companies – Printed Event Guides
    • McGrewGroup Inc. – Registration
    • Solimar Systems, Inc. – Booth Scramble

2023 CCM Summit Vendor Forum:

  • Allyant, Conduent, Content Critical Solutions, Inc., Crawford Technologies, FCI CCM Inc., Gimbel & Associates, Macrosoft Inc., Messagepoint, MHC, Papyrus Software, Quadient, RenderX, Inc., Smart Communications, Solimar Systems, Inc.

About Xplor International

Xplor International is a not-for-profit association dedicated to the education, evolution, and success of the Customer Communications Management (CCM) industry. Our members design, produce, implement, deliver and manage high-volume, highly regulated and highly personalized communications across all channels and in all formats.

Xplor’s mission is to provide the education and resources necessary for the development of engaging customer communications.

We enhance organizational success and advance the careers of our members by providing research, analyst access, industry certification, professional development, and educator guidance. Global members benefit from our in-person annual conference, virtual events, and networking opportunities.

Xplor International has its worldwide headquarters in Florida, with active membership across the globe.

Further information is available at www.xplor.org.

Xplor International Media Contact:
Chad Henk
Marketing Director
+1-813-949-6170
Chad@xplor.org

2023 Technology and Application of the Year Award Winners Announced

Recipients to be recognized at the 2023 Xplor CCM Summit in Orlando on November 14th

 

Lutz, FL — October 12, 2023 – Xplor International, the worldwide electronic document systems association, today announced the recipients of its 2023 Technology and Application of the Year Awards. The awards will be presented at a ceremony Tuesday, November 14, 2023, during the CCM Summit event at the Rosen Centre hotel in Orlando, Florida.

Application of the Year Award:

The Application of the Year Award is presented to an individual, a company or an organization to recognize outstanding achievement in the imaginative application of current technology and/or unique implementation of existing document and communication systems. This award is open to members and non-members alike.

Xplor will award one honorable mention in addition to the 2023 winner.

  • The winner of the 2023 Xplor Application of the Year is Solimar Systems, Inc. & Mayo Clinic. Mayo Clinic dynamically creates personalized patient booklets, in both print and electronic formats, delivering critical information that improves the patient experience and the quality of time with nurses.

    The Automated workflow eliminated the need for manual booklet kitting, packaging and mailing allowing nurses more time to spend with patients. The system-generated packets ensure current material versioning and customization for each patient. The new automated workflow freed up many hours and eliminated pre-printed materials.

  • An Honorable Mention is being awarded to Papyrus Software for its innovative Papyrus DocuFlow solution for rapid digitization of forms, documents and processes. The Papyrus DocuFlow makes it easy to migrate and design forms for digital and replaces emails and manual processes with automated workflows and case management. The DocuFlow wizard automatically converts PDF interactive forms into Web forms, accelerating digital transformation and enabling businesses to offer products and services to any customer on any device to complete and digitally sign.

Technology of the Year Award:

The Technology of the Year Award honors an individual, company or organization that has conceived and developed an original concept leading to a significant advancement in the industry.  This can be a new program, product, or technology that notably enhances the capabilities of document and communication systems. This award is open to members and non-members alike.

This year, Xplor will present two honorable mentions, in addition to the winner of the award.

  • The winner of the 2023 Xplor Technology of the Year is Crawford Technologies’ SmartSetup. This product is an efficient, no-code software solution that simplifies the indexing process for document onboarding and application migration projects. By leveraging SmartSetup’s capabilities, businesses can significantly increase productivity, eliminate errors, simplify complex projects, and enhance overall operational efficiency.
  • An Honorable Mention is being awarded to Smart Communications for SmartIQTM. Forms automation software from SmartIQTM allows organizations to modernize any form process—guiding internal stakeholders and end-users through an automated digital experience that will reduce abandonment rates and inaccurate data, accelerate end-to-end processing time, create highly secure processes that protect customer data and empower business users across the enterprise.
  • A second Honorable Mention is being awarded to Messagepoint for their Intelligent Content Hub. This leverages proprietary AI through the Messagepoint Advanced Rationalization and Content Intelligence Engine (MARCIE) which acts as an intelligent assistant to accelerate the ingestion, migration, consolidation, and optimization of content. These capabilities were a groundbreaking industry first within the CCM industry and are available in Messagepoint, Rationalizer, and an API-based content intelligence service known as Semantex.

“As always the nominations were impressive and the Awards Committee found their task of selecting winners for each award to be challenging,” says Skip Henk, EDP, President and CEO of Xplor International. “Congratulations to our 2023 award recipients and thank you to all who took the time to submit a nomination. I encourage you to visit the Xplor website for more information and if you are going to be at the 2023 Xplor CCM Summit, stop by and say hello to our winners.”

Xplor International will also be announcing the recipients of additional awards during the 2023 CCM Summit on Tuesday, November 14, 2023, during the awards ceremony.

For more information regarding the event, or to access the registration site, please visit xplor.org/2023ccmsummit. Questions should be directed to Register@xplor.org or +1-813-949-6170 between the hours of 9:00 AM and 5:00 PM (ET), Monday through Friday. Vendors interested in being a sponsor or exhibitor can contact Xplor HQ, at +1-813-949-6170 or via email at sales@xplor.org.


About Xplor International

Xplor International is a not-for-profit association dedicated to the education, evolution, and success of the Customer Communications Management (CCM) industry. Our members design, produce, implement, deliver and manage high-volume, highly regulated and highly personalized communications across all channels and in all formats.

Xplor’s mission is to provide the education and resources necessary for the development of engaging customer communications.

We enhance organizational success and advance the careers of our members by providing research, analyst access, industry certification, professional development, and educator guidance. Global members benefit from our in-person annual conference, virtual events, and networking opportunities.

Xplor International has its worldwide headquarters in Florida, with active membership across the globe.

Further information is available at www.xplor.org.

Xplor International Media Contact:
Chad Henk
Marketing Director
+1-813-949-6170
Chad@xplor.org

Sponsors Announced for Xplor Breakfast Panel at PRINTING United

Lutz, FL – October 5, 2023 – Xplor International, the worldwide electronic document systems association, today announced the sponsors for their complimentary breakfast panel during the PRINTING United event in Atlanta, GA.

Sponsors include Crawford Technologies, Quadient, and Solimar Systems.

The breakfast panel will be co-moderated by industry experts Pat McGrew, M-EDP and Ryan McAbee and is titled ”Efficient Workflows Make Your Press Run Faster.” This panel will explore the ways printers waste money with outdated workflows and it begins with how you create the print files and continues through every task. Panelists will be answering the hard questions about how they help printers save money.

The event will take place October 19th from 7:30-9:30am and will include a complimentary full breakfast, a brief industry overview and a panel discussion.

“I’d like to thank Crawford Technologies, Quadient, and Solimar Systems for their support of this event,” says Skip Henk, Xplor’s President and CEO. ”Their participation allows us to put on a high-quality panel while providing a relaxing networking opportunity over breakfast.”

For more information or to register for the event visit: go.xplor.org/printingunited


About Xplor International

Xplor International is a not-for-profit association dedicated to the education, evolution, and success of the Customer Communications Management (CCM) industry. Our members design, produce, implement, deliver and manage high-volume, highly regulated and highly personalized communications across all channels and in all formats.

Xplor’s mission is to provide the education and resources necessary for the development of engaging customer communications.

We enhance organizational success and advance the careers of our members by providing research, analyst access, industry certification, professional development, and educator guidance. Global members benefit from our in-person annual conference, virtual events, and networking opportunities.

Xplor International has its worldwide headquarters in Florida, with active membership across the globe.

Further information is available at www.xplor.org.

Xplor International Media Contact:
Chad Henk
Marketing Director
+1-813-949-6170
Chad@xplor.org

An Interview with Roger P. Gimbel, EDP, President, Gimbel & Associates

By Skip Henk, President/CEO, Xplor International

Roger Gimbel and I have known each other for almost 30 years. For the last 20, through Xplor as Gimbel & Associates is a staunch supporter of the association as a Platinum Elite Partner, Diamond Event sponsor, exhibitor, speaker and much more. Recently I spoke to him on a variety of technology topics and asked him to share some of his thoughts with our readers.


Skip: For our readers who are not familiar with Gimbel & Associates give us your 15 second elevator pitch.

Roger: The uniqueness of Gimbel & Associates lies in several key aspects that set us apart in the highly competitive landscape of our industry:

With decades of experience in the field, Gimbel & Associates boasts a team of seasoned professionals who have encountered and successfully addressed a wide range of challenges in various sectors of the print graphics and marketing industries. Our depth of knowledge and extensive industry insight is a testament to our expertise.

Gimbel & Associates does not offer one-size-fits-all solutions. We pride ourselves on delivering highly customized strategies and plans that address the unique circumstances and objectives of each client.

Our team of highly experienced consultants thrive on staying ahead of the curve by embracing the latest trends, technologies, and best practices. We’re not just reactive; we’re proactive. Our commitment to continuous learning and professional development ensures that our team is always at the forefront of industry trends.

We don’t view our clients as one-off projects. Instead, we aim to build long-lasting partnerships, providing ongoing support and guidance to help them navigate the complexities of the business world.

Skip: How important is color management in the inkjet world?

Roger: Color management, such as that of our partner, ChromaChecker, is of paramount importance in the inkjet production print world for several key reasons:

  • Maintaining consistent color from one print job to another is critical. Customers expect the colors in their marketing materials, packaging, and other printed products to match their branding and design specifications precisely.
  • Consistent and faithful color reproduction in inkjet production helps ensure that printed materials accurately represent a company’s brand, which is critical for brand recognition and customer trust. Certain industries, such as packaging and labeling, have strict color accuracy and consistency requirements due to regulatory standards.
  • Quality Control: Color management helps identify and rectify color discrepancies before the final output, reducing waste and rework. Efficient color management processes can save both time and resources.
  • Inkjet production print environments often handle a wide range of substrates and print applications. Color management systems can adapt to various substrates and ink formulations, ensuring accurate color reproduction across different media.
  • In a competitive print market, the ability to consistently deliver high-quality, color-accurate prints can give a business a significant edge.

Skip: Have toner-based production printing systems reach their “end of life”?

Roger: Toner-based production printing systems had not reached their “end of life.” They have been a mainstay in the printing industry for many years and are known for their high-quality output, speed, and reliability, making them suitable for a wide range of applications, including commercial printing, transactional printing, and packaging. However, it’s important to note that the print industry is continually evolving, and technological advancements can lead to changes in the popularity and prevalence of various printing technologies.

Several factors influence the continued relevance and adoption of toner-based production printing systems:

  • The demand for short-run, variable data, and personalized printing has continued to grow. Toner-based systems excel in these areas due to their digital nature.
  • Ongoing developments in toner formulation and printing processes have led to improvements in print quality, color accuracy, and efficiency.
  • Toner-based systems are versatile and can handle various print substrates, including paper, synthetic materials, and labels, making them suitable for a broad range of applications.

The choice between toner-based and inkjet production printing systems depends on the specific needs of a printing operation, including print volume, substrate requirements, color quality, and budget considerations. It’s advisable for businesses in the printing industry to regularly assess their equipment and technology options to determine the best fit for their evolving needs.

Skip: Can interactive print change how people view the printed page?

Roger: Yes, interactive print has the potential to change how people view the printed page by adding new dimensions of engagement and interactivity to traditional printed materials.

Printed materials often have limited space for text and images. Interactive print provides a way to overcome this limitation by offering readers the option to access more in-depth information, supplementary content, or links to external resources.

Interactive print can be used to deliver personalized content or experiences based on the reader’s preferences or location. For example, a magazine might provide customized content recommendations or special offers tailored to the reader’s interests.

Marketers can use interactive print in campaigns to create memorable and interactive advertisements. QR codes and AR experiences can provide customers with product demonstrations, discounts, or additional product information directly from printed ads.

By creating interactive print printers have the potential to breathe new life into the printed page by blending the benefits of traditional print with the interactivity and richness of digital media.

Skip: Roger, thank you for your time and insights. For those that would like to learn more about Gimbel & Associates you can visit their website at: http://www.rogergimbel.com/ as it contains a wealth of information that I am sure you will find helpful. Roger will also be at the 2023 Xplor CCM Summit, November 14-16th in Orlando. Stop by and say hello.

Xplor Auction Benefitting the Scholarship Program Returns for 2023 Event

Lutz, FL – September 1, 2023 – Xplor International, the worldwide electronic document systems association, today announced they will once again host an online auction with the winners announced at the 2023 Xplor CCM Summit, being held November 14-16, at the Rosen Centre Hotel in Orlando, Florida.

For information about the 2023 Xplor CCM Summit, visit: go.xplor.org/23summit

Due to the generosity of Gimbel & Associates, RenderX and Rio Crest Wines, we are offering two unique experiences for auction. This is a great opportunity to treat employees, customers or prospects to a one-of-a-kind experience.  All proceeds will benefit the Xplor Member Scholarship program.

The first item up for auction is a private luxury day cruise on the Hattrick Yacht, which is an 82 ft. Hatteras that has been featured on The Apprentice and Princesses of Long Island. Sponsored by Gimbel & Associates, the winner will cruise from Pompano Beach, Florida for the day with up to 20 guests. The captain and crew are included as well as soft drinks/snacks. The starting bid is $3,000 USD.

The second item is a day in Sonoma wine country. Up to 10 guests will engage in the wine country lifestyle for the day where they will savor Rio Crest’s award-winning wines and treats from the wine cellar, including locally sourced cheeses and olives. Sponsored by RenderX, Inc. and Rio Crest Winery, the guests will also indulge in tastings at two other local wineries before concluding the day with a five-course dinner at Rio Crest Winery in Guerneville, California. The starting bid is set at $3,000 USD.

Those looking for additional information about the items or to bid, can do so at go.xplor.org/2023auction. Winners will be announced at the 2023 Xplor CCM Summit.  For questions, please reach out to register@xplor.org.


About Xplor International

Xplor International is a not-for-profit association dedicated to the education, evolution, and success of the Customer Communications Management (CCM) industry. Our members design, produce, implement, deliver and manage high-volume, highly regulated and highly personalized communications across all channels and in all formats.

Xplor’s mission is to provide the education and resources necessary for the development of engaging customer communications.

We enhance organizational success and advance the careers of our members by providing research, analyst access, industry certification, professional development, and educator guidance. Global members benefit from our in-person annual conference, virtual events, and networking opportunities.

Xplor International has its worldwide headquarters in Florida, with active membership across the globe.

Further information is available at www.xplor.org.

Xplor International Media Contact:
Chad Henk
Marketing Director
+1-813-949-6170
Chad@xplor.org