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Registration Now Open for Xploration® 18

Customer Communications Conference to be Held April 17-19, 2018 in Orlando, FL

Lutz, FL – November 7, 2017 – Xplor International, the worldwide electronic document systems association, today announced that registration is now open for Xploration® 18 being held April 17-19, 2018 in Orlando, Florida at the Rosen Plaza.

Tweet this: @Xplor_Int announced that registration is open for Xploration 18 in Orlando, FL at the Rosen Plaza! More info: bit.ly/2Ans0Fn #XPLOR18

The Enterprise Communications Industry is in a constant state of evolution driven by new technology and changes in human behavior. Xploration 18 is about enabling the Enterprise Communications Industry by providing the “What, Why and How” for industry trends, best practices, regulations and new technologies.

With the Customer Experience taking center stage in our industry, the 2018 curriculum will cover:

  • Key Industry Trends you must prepare your business for NOW!
  • Best Practices to improve your profitability
  • Regulations that impact your business
  • Technology Solutions that are changing the industry

The event will feature over 40 educational sessions presented by end users, industry analysts, consultants, and subject matter experts who will share real world examples and case studies.

The event will take place at the Rosen Plaza which features 800 deluxe guestrooms at a great location, across the street from the Pointe Orlando shopping and entertainment complex. The Xplor group rate for this great venue is locked in at $189 per night for a standard room (plus tax, no resort fees).

If you are involved in the design, creation, production and distribution of customer bills, statements, direct mail, policies or other transactional communications, no matter what channel(s) of distribution, the Xploration 18 conference program is relevant to your organization.

“The 2018 program content is in direct response to a survey we sent to the Xplor community” says Skip Henk, President and CEO of Xplor International. “The response was overwhelming and we were able to donate $5 for each completed survey to Veterans Matter. Not only did we get great input, but we were able to help raise money to house homeless veterans and their families.”

Conference Program: The two-and-a-half day event is the perfect blend of educational sessions, panel discussions, general sessions, and networking events. Features include:

  • 40+ Educational Sessions
  • Panel Discussions and General Sessions
  • Keynote Speaker
  • 35+ Industry Partners in the Vendor Forum
  • Two Evening Networking Events (Tue/Wed)
  • Two Networking Luncheons (Tue/Wed)
  • Thursday Breakfast
  • New for 2018: A Morning with Keypoint Intelligence – InfoTrends

For more information regarding Xploration 18, or to access the registration site, please visit www.xplor.org/xplor18. 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 an exhibitor should contact Xplor’s Director of Sales, Deborah Green at +1-770-444-3845 or via email at deborahgreen@xplor.org.


About Xplor International
Xplor International is a not-for-profit association that provides thought leadership to the customer communications industry. As a community Xplor provides advocacy, education, training, mentoring and networking opportunities.

Our members are decision makers and recommenders who are involved in the conception, design, implementation production and delivery of multi-channel client, member and customer communications.

Xplor’s mission is to enhance organizational success and advance the careers of our members by providing research, publications, industry certification, professional development, web-based events, and conference programming. Xplor International has its worldwide headquarters in Lutz, Florida, with affiliated offices around the world. Further information is available at www.xplor.org.

Facebook: facebook.com/XplorInternational
Twitter: twitter.com/Xplor_Int or @Xplor_Int

Xplor International Media Contact:
Chad Henk
Director of Marketing
+1-813-949-6171
Chad@xplor.org

About Veterans Matter
Veterans Matter is the result of collaborative innovation integrating technology, housing, and the community; with the medical, mental and employment help provided by the VA that creates evidence-based results for our heroes in need: Returning them to domestic autonomy. Our mission is simple: house as many homeless veterans as we can, as fast as we can to provide the fresh start. https://veteransmatter.org/

Xplor’s Keynote Breakfast Panel Features Industry Leading Panelists

Exploring the Role of Print in Today’s Customer Journey

Lutz, FL — August 30, 2017:  Xplor International today announced the final line up of leading industry experts who will be participating in the Xplor at Print Keynote Breakfast Panel on September 12th at McCormick Place.

The event, sponsored by Canon Solutions America, Compart, Pitney Bowes and Racami, will feature four panelists that include:

  • Bill Augustadt, Vice President of Digital Communications at Conduent
  • Robert Iantorno, Vice President, North American Operations, Document Fulfillment at KUBRA
  • Dave Johannes, Senior Vice President of Operations at IWCO Direct
  • Matt Pribus, Vice President of Correspondence and Remittance Services at First Data Corporation

The session titled, Exploring the Role of Print in Today’s Customer Journey will be moderated by Matt Swain of Keypoint Intelligence – InfoTrends.  Our moderator, along with our end-user panelists, will focus on the latest market trends, best practices, and the role of print in today’s customer journey.

The complimentary event is limited to the first 200 registrants, of which over 75% of seats are reserved. Registration includes admission to the panel session, a networking breakfast, and a Print 17 exhibit hall pass, all courtesy of the event sponsors. For more information, or to register for the event, visit the event page.

Event Details:
Date: September 12, 2017
Time: 8:30 AM to 10:00 AM (Breakfast starts at 7:30 AM)
Location: McCormick Place, Chicago, IL – Room S105ABC
Cost: FREE (Registration required and limited to the first 200 registrants)

For information about Xplor at Print 17, please visit the event website. You can also contact Xplor Headquarters at +1-813-949-6170.


About Xplor International
Xplor International is a not-for-profit association that provides thought leadership to the customer communications industry. As a community Xplor provides advocacy, education, training, mentoring and networking opportunities.

Our members are decision makers and recommenders who are involved in the conception, design, implementation production and delivery of multi-channel client, member and customer communications.

Xplor’s mission is to enhance organizational success and advance the careers of our members by providing research, publications, industry certification, professional development, web-based events, and conference programming. Xplor International has its worldwide headquarters in Lutz, Florida, with affiliated offices around the world. Further information is available at www.xplor.org.

Facebook: facebook.com/XplorInternational
Twitter: twitter.com/Xplor_Int or @Xplor_Int

Xplor International Media Contact:
Chad Henk
Director of Marketing
+1-813-949-6171
Chad@xplor.org

Industry Leaders Support Xplor at Print 17 Panel

Lutz, FL — August 15, 2017: Xplor International today announced that Canon Solutions America, Compart North America, Pitney Bowes and Racami will be sponsoring the Xplor at Print 17 Breakfast Panel being held September 12, 2017 during Print 17 in Chicago.

The session titled, Exploring the Role of Print in Today’s Customer Journey will be moderated by Matt Swain of Keypoint Intelligence – InfoTrends  and will focus on the integral role that print plays as part of the customer journey.

Session description: The recent enterprise focus on improving customer experience is strongly tied to reviewing and improving the customer journey. Understanding—and mapping—a customer journey can be as much an art as it is a science. Since that journey now spans many media types, the role of print can get lost in the mix.  A timely communication by mail can secure a new customer, while a poorly-executed print campaign can also spell disaster.

Our moderator, along with our end-user panelists, will focus on the latest market trends, best practices, and the role of print in today’s customer journey.

The complimentary event is limited to the first 200 registrants. Registration includes admission to the panel session, a networking breakfast, and a Print 17 exhibit hall pass, all courtesy of the event sponsors. For more information, or to register for the event, visit the event page.

“As technology and human behavior evolve, print remains an integral component of the customer journey.” says Skip Henk, President and CEO of Xplor International. “The panel will focus on the role of print as part of the customer experience, as well as the methodology involved and how their companies use print as part of their strategy.”

Event Details:
Date: September 12, 2017
Time: 8:30 AM to 10:00 AM (Breakfast starts at 7:30 AM)
Location: McCormick Place, Chicago, IL – Room S105ABC
Cost: FREE (Registration required and limited to the first 200 registrants)

For information about Xplor at Print 17, please visit: http://bit.ly/2ftuv2C. You can also contact Xplor Headquarters at +1-813-949-6170.


About Xplor International
Xplor International is a not-for-profit association that provides thought leadership to the customer communications industry. As a community Xplor provides advocacy, education, training, mentoring and networking opportunities.

Our members are decision makers and recommenders who are involved in the conception, design, implementation production and delivery of multi-channel client, member and customer communications.

Xplor’s mission is to enhance organizational success and advance the careers of our members by providing research, publications, industry certification, professional development, web-based events, and conference programming. Xplor International has its worldwide headquarters in Lutz, Florida, with affiliated offices around the world. Further information is available at www.xplor.org.

Facebook: facebook.com/XplorInternational
Twitter: twitter.com/Xplor_Int or @Xplor_Int

Xplor International Media Contact:
Chad Henk
Director of Marketing
+1-813-949-6171
Chad@xplor.org

Xplor to host Keynote breakfast Panel at Print 17

Complimentary registration is now open for the event titled
Exploring the Role of Print in Today’s Customer Journey

Lutz, FL— June 21, 2017: Xplor International today announced that they will once again host a complimentary keynote breakfast panel during the Print 17 event, September 10 – September 14, 2017 at McCormick Place, Chicago. Additionally, the event is now open for registration. Attendees can register for the complimentary breakfast panel here: http://www.cvent.com/d/j5qw5s.

The recent enterprise focus on improving customer experience is strongly tied to reviewing and improving the customer journey. Understanding—and mapping—a customer journey can be as much an art as it is a science. Since that journey now spans many media types, the role of print can get lost in the mix.  A timely communication by mail can secure a new customer, while a poorly-executed print campaign can also spell disaster.

The breakfast keynote session, moderated by Matt Swain of Keypoint Intelligence – InfoTrends, is titled “Exploring the Role of Print in Today’s Customer Journey” and will focus on the latest market trends, best practices, and the role of print in today’s customer journey. End user panelists will share their insights during the event that boasts a lively discussion.

This sponsored breakfast session is presented at no charge, thanks to sponsors Canon Solutions America, Compart North America, and Pitney Bowes. Space will again be limited to the first 200 people who register, so register today as this session has reached capacity each year.

When:  September 12, 2017
Where: McCormick Place, Chicago, IL, Room S105abc (Right by Bus Drop Off)
Time: 7:30 AM-10:00 AM
Registration Fee: Complimentary (Registration Required here: http://www.cvent.com/d/j5qw5s)

Questions and requests for additional information can be directed to Xplor Headquarters via phone at +1-813-949-6170 or via email at info@xplor.org. One additional sponsorship opportunity remains open for the event. For more information on becoming a sponsor, please contact Deborah Green, Director of Sales, at +1-770-444-3845 or deborahgreen@xplor.org.


About Xplor International
Xplor International is a not-for-profit association that provides thought leadership to the customer communications industry. As a community Xplor provides advocacy, education, training, mentoring and networking opportunities.

Our members are decision makers and recommenders who are involved in the conception, design, implementation production and delivery of multi-channel client, member and customer communications.

Xplor’s mission is to enhance organizational success and advance the careers of our members by providing research, publications, industry certification, professional development, web-based events, and conference programming. Xplor International has its worldwide headquarters in Lutz, Florida, with affiliated offices around the world. Further information is available at www.xplor.org.

Facebook: facebook.com/XplorInternational
Twitter: twitter.com/Xplor_Int or @Xplor_Int

Xplor International Media Contact:
Chad Henk
Director of Marketing
+1-813-949-6171
Chad@xplor.org

Brian Platte Lifetime Achievement Award Presented at Xploration® 17

Lutz, FL — March 28, 2017: Xplor International, the worldwide electronic document systems association, today named the recipients of the Brian Platte Lifetime Achievement Award. This award was presented at Xplor’s Annual Conference, Xploration 17, on Tuesday, March 28th during the awards ceremony.

Tweet this: Brian Platte Lifetime Achievement Award Recipients Recognized at Xploration® 17 http://bit.ly/2mJd0JV #Xplor17

The Brian Platte 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.

This year, two Brian Platte Lifetime Achievement Awards were presented.

The first recipient is Kemal Carr. Kemal is the President of Madison Advisors, an industry research and consulting firm that provides project-based advisory services designed to assist clients with business strategy and technology selection decisions. Prior to forming Madison Advisors in 2001, Kemal held various system roles including three years with the industry analyst group at Doculabs and seven years in the systems company of Fidelity Investments. Kemal is also a frequent writer for leading industry publications and speaks at industry events around the world.

Mr. Carr supports the New York University Prism Award Luncheon, has served on the Board of the Colleyville Grapevine Youth Football Association, and volunteered on a committee working with his local City Council to pass a bond for improvements to area schools. He also supports the Woodland Hills Community Park, nurturing 100-year old pecan trees and planting more in an effort to beautify the area for all the community to enjoy.

A second Lifetime Achievement Award was also presented to Harald Grumser, who founded Compart 23 years ago and has run the company like a family ever since. The innovation that the company was built upon gives users the ability to convert any kind of print format to any other kind of print format. The unique approach Harald took to accomplish this any-to-any conversion is called “Docponents®” and remains an idea well ahead of its time that has proven to be a uniquely prescient approach.

In addition to Harald’s contributions to the industry, he has shown his deep social consciousness by sponsoring giving campaigns for victims of earthquakes, floods, famine and the tsunami caused by the Indian Ocean earthquake in 2004. His sense of humanity has been touched by the plight of Syrian refugees streaming into Europe and Germany. Sensing that money was not enough, he initiated a program to teach refugees German, using Compart’s office space, volunteers, and facilities. Volunteers were granted time off from their usual assignments in order to teach both adults and children the language skills they will need in order to thrive in Germany and adapt to their new country.

“I’d like to congratulate both Kemal and Harald for their achievement, it is well deserved.” says Skip Henk, EDP, President/CEO of Xplor International. “Our industry as a whole and the world around us are better places due to their efforts.”

Other Xplor annual awards, recognized and announced at Xploration® 17, include:

Technology of the Year
Winner Pitney Bowes / Clarity Solutions
Honorable MentionXerox Corporation / Xerox Direct to Object Inkjet Printer 
Honorable MentionElixir Technologies Corporation / Tango+

Application of the Year
Winner: BMO Bank of Montreal / GMC Software / The CX Ecosystem and Digital Transformation
Honorable Mention: Gore Mutual / uBiz
Honorable Mention: Health First / Ricoh USA, Inc. / RICOH ProcessDirector


About Xplor International
Xplor International is a not-for-profit association that provides thought leadership to the customer communications industry. As a community Xplor provides advocacy, education, training, mentoring and networking opportunities.

Our members are decision makers and recommenders who are involved in the conception, design, implementation production and delivery of multi-channel client, member and customer communications.

Xplor’s mission is to enhance organizational success and advance the careers of our members by providing research, publications, industry certification, professional development, web-based events, and conference programming. Xplor International has its worldwide headquarters in Lutz, Florida, with affiliated offices around the world. Further information is available at www.xplor.org.

Facebook: facebook.com/XplorInternational
Twitter: twitter.com/Xplor_Int or @Xplor_Int

Xplor International Media Contact:
Chad Henk
Marketing Manager
+1-813-949-6171
Chad@xplor.org

Much More Than a City in France

An Interview with XLPrint USA CEO, Gerard Callaghan
By: Skip Henk, EDP – CEO of Xplor International

At our last conference I had the opportunity to meet and speak with Gerard Callaghan, CEO of XLPrint USA, about the various changes in our industry.

I must admit, I was not familiar with XLPrint but after speaking with Gerard and spending some time on their website  (http://www.xlprint.com/) it is apparent that their platform, Paris, is relevant, agile and totally focused on transaction documents.

I decided to circle back with Gerard and get him to share a few additional thoughts on XLPrint and his vision for our industry.

Skip: Gerard thank you for taking the time to share your thoughts with the E-Document News audience.

Gerard: It is my pleasure Skip.

Skip: For our readers that are not familiar with XLPrint and its Paris product, give us your 15 second elevator pitch?

Gerard: XLPrint is a software company and Paris is our flagship product. Paris has been employed in over 55 countries, in almost every industry and in thousands of customers producing billions of printed and digital transaction documents a year. Paris is the culmination of more than 30 years of development and refinement of the tools required to efficiently design, compose and deliver transaction documents. Everyone knows that you need the right tool for a job and XLPrint remains focused exclusively on delivering exactly the right tool for transaction document workflow. We do not attempt to make tools for marketing automation or graphics arts, for example. We focus entirely on transaction document production and workflow. We believe that we continue to excel at this.

Skip: Looking ahead 2-4 years, what will our industry look like?

Gerard: I can’t think of a more exciting time to be in our industry. The rate of change and evolution in the customer communication management (CCM) and customer experience (CX) industry is astounding. Having been in this industry for over 30 years I can’t think of any other period of such great innovation and value creation. However, as exciting as these new opportunities are, companies are still very focused at fulfilling the most basic obligation of delivering transaction documents. This is usually done from business systems that have been in place for a decade or more and will remain in place for another decade or more. Many companies need a solution like Paris to handle these requirements, yet be confident they are investing in solutions that support future requirements. ‘Transaction Document Production‘ may not sound as glamorous as ‘Marketing Automation‘ or ‘Customer Experience’, but it is a vital component of any business and its workflow.

Skip: What effect will emerging technologies have on our customers and our industry?

Gerard: We are working on some very exciting ideas for transaction document content and delivery which will appeal to some of our more forward-thinking customers, but the truth is that the majority of our customers expect only incremental change in this area. Our customers still expect to be delivering significant volumes of printed and PDF/Email transaction documents in 2 to 4 years. As we saw with email delivery, there was no overnight change. Print and mail is still the main medium for transaction documents and it has been, and continues to be, a very gradual change to digital delivery. We believe that businesses will continue to look for specialized, robust, future-proof tools for transaction document production and we believe that XLPrint is one of the most focused and reliable providers out there.

Skip: What does the longer view look like? What will transaction document production look like in 15 years?

Gerard: So, even in 10 years’ time, transaction documents will still be printed and mailed and Paris will be there for them however we believe that by then we will be reaching (or have reached) a tipping point and that the majority of transaction documents will be electronically delivered. At this point, there will be an incredible opportunity to deliver spectacular functionality. We believe there will be an explosion in functionality and capabilities. We are already envisioning and working on these ideas and plan to be there for our customers as they evolve into this very bright future. XLPrint has both feet firmly planted on the ground focusing on what customers need “today” but we are very excited about what lays ahead in the longer term.

Skip: Gerard, thank you for your time. If someone would like to get in contact with you and learn more about XLPrint what is the best way to do that?

Gerard: There is obviously our web site at xlprint.com however you can also contact me directly at gcallaghan@usa.xlprint.com

About XLPrint
2017 sees XLPrint celebrate its 31st year in the business of document production and workflow solutions. We have witnessed, and been a party to, incredible changes in the way that documents are produced, distributed and managed and continue to be at the leading edge of that evolution. With thousands of installations spanning more than 55 countries, producing billions of physical and electronic pages each year, our global industry and market experience is unparalleled.

We pride ourselves on thinking beyond today, and strive to revolutionize how your business will manage tomorrow’s document production opportunities. We base our success on leading-edge technology, reliable and knowledgeable support and solid partner relationships


skip_Henk_Photo_2011

 

Skip Henk, EDP
President/CEO
Xplor International

Xplor International Announces Industry Analyst Workshop

The Half-Day Workshop is Held in Conjunction with Xploration 17

Lutz, FL — January 23, 2017: Xplor International today announced the Industry Analyst Workshop as a part of the full-conference curriculum at Xploration 17 which takes place March 28-30, 2017. The half day event will close the event on Thursday, March 30th and is sponsored by GMC Software.

Tweet this: Industry Analysts Workshop to be a part of the #Xplor17 conference program; FREE to full-conference attendees! http://bit.ly/2jKgprS

The Industry Analyst Workshop will be a three-part adventure. The first part is moderated by Keypoint Intelligence/InfoTrends and will begin with the newest trends and data from their research, including the newest software investment surveys.

Following the trends will be two workshops designed to be interactive and educational, so audience participation and questions are highly encouraged! The first Genius Panel covers guidance on Customer Experience best practices. A few panel questions will start the conversation but the attendees will be driving the session with questions, experiences, and best practices.

The second workshop introduces a new group of Geniuses. With this group, the attendees are engaged on the document journey, talking about how customer communication is created and delivered in print and online. The discussion will be on the best practices in maintaining both legacy and new environments, print and online.

“We are very excited to offer this as a part of our 2017 program and I’d like to thank GMC Software for sponsoring the workshop.” says Skip Henk, EDP, President/CEO of Xplor International. “This workshop will be a great wrap up for Xploration 17 with attendees heading home with some new ideas that they can take back to their companies.”


About Xplor International
Xplor International is a not-for-profit association that provides thought leadership to the customer communications industry. As a community Xplor provides advocacy, education, training, mentoring and networking opportunities.

Our members are decision makers and recommenders who are involved in the conception, design, implementation production and delivery of multi-channel client, member and customer communications.

Xplor’s mission is to enhance organizational success and advance the careers of our members by providing research, publications, industry certification, professional development, web-based events, and conference programming. Xplor International has its worldwide headquarters in Lutz, Florida, with affiliated offices around the world. Further information is available at www.xplor.org.

Facebook: facebook.com/XplorInternational
Twitter: twitter.com/Xplor_Int or @Xplor_Int

Xplor International Media Contact:
Chad Henk
Marketing Manager
+1-813-949-6171
Chad@xplor.org

OpenText Exstream, Digital Transformation and Customer Communications Management

An Interview with OpenText Exstream, Senior Manager of Product Strategy
By: Skip Henk, EDP – CEO of Xplor International

Last year Open Text Corp. acquired certain customer-communications management assets from HP Inc., an acquisition that certainly expanded and complemented the OpenText portfolio of software offerings.

Now that the dust has settled a bit, I wanted to catch up with Avi Greenfield, EDP – Senior Manager of Product Strategy, to discuss his views about digital transformation and Customer Communications from an OpenText Exstream point of view.

Avi, a 20 year industry veteran, is focused on technology solutions that build business value, focusing on customer communications and content management strategy. As I mentioned he is a Senior Manager of Product Strategy for OpenText Exstream, responsible for understanding the needs of customers for managing business-critical communications in complex and demanding environments, and driving the direction of the Exstream portfolio to meet those needs.

Avi received his Electronic Document Professional (EDP) certification in 2012.


Skip: Avi, thank you for taking the time to share your thoughts today.

Avi: You are welcome; we appreciate Xplor allowing us the opportunity.

Skip: For our readers who are not familiar with OpenText Exstream, can you give us your 15 second   elevator pitch?

Avi: OpenText Exstream offers the fastest, most reliable communications production engine to enable

digital transformation for companies. Exstream helps companies in a range of industries and sizes optimize customer engagement through the design and delivery of personalized, consistent, compliant, anytime, anywhere communications for better customer experiences across all channels. The latest version includes capabilities that enable users to create responsive, mobile-ready content; generate robust, interactive charts; perform controlled in-context editing; and better handle PDFs.

Skip: There is a lot in the media now about “digital transformation” and “digital business/digital economy” – what does that mean to OpenText and why is it important? 

Avi:  With 50% of the workforce expected to be made up of those who were “born digital” by 2020, digital communications are becoming more and more important and many companies are looking to move to a digital business model. A recent Gartner report states that 89% of companies will compete on customer experience and 90% of CEOs place CX as one of their top three priorities, so companies will need to be able to provide exceptional customer experiences across multiple channels to stay competitive in the future.

The Millennial generation is now larger than the Baby Boomers and they have more than one trillion dollars in purchasing power. Companies need to adapt their customer communications to appeal to this highly digital and technologically advanced group. Digital transformation of your business will be critical and is much more than being able to send email or PDFs because these consumers want much more engaging experiences and access to their brands 24/7. They have the highest adoption and usage of mobile devices of any generation, and they navigate seamlessly between devices and channels, which means they expect relevant and consistent content, experiences and branding across all channels.

Skip: What is the impact of digital transformation on CCM?

Avi:  We see it driving a lot of demand for modern CCM capabilities. Digital transformation means rethinking business processes to meet consumer demand for frictionless multichannel interactions. This frequently means updating or replacing core systems of record and systems and engagement like CRM, billing, customer care, and claims for example. Most organizations already have multiple systems that are used to produce and deliver traditional and digital communications. So when they update those core systems, it’s a great time to consider whether their current CCM tools and processes are able to serve all of their enterprise needs for engaging customers in a way puts them at the center and gives them the freedom to engage using the channels and devices of their choice. We see this leading to increased investment in enterprise-grade CCM tools and also increased focus and organizational resources dedicated to producing and delivering timely, relevant, compliant communications.

Skip: Given these changes, and a shift to digital documents and communications, what steps can people take right now to take advantage of this?

Avi: In the digital age, it is critical for your company to move from traditional paper-based documents to engaging conversations across all channels. By delivering communications in the channels preferred by your customers and designing with digital in mind, you can turn your communications into a differentiator.

Your communications should use clear and concise language and be compliant, accurate, and controlled. All this requires synchronizing the right data with CCM software and the business processes that intersect with customer touchpoints.

Communications—whether traditional or digital—are the primary customer touchpoint for most organizations. The quality, timeliness, and accuracy of those communications have a huge impact on the consumer’s perception of your company. And the quality of a customer’s experience is the single greatest predictor of whether they will return and promote your company or defect to a competitor and malign it.

The design of any communication is important and can either drive desired behaviors, additional revenue or loyalty if done well. If not, it can undermine customer experience and create expensive call center inquiries. As far as best practices, five key things to consider when designing any communication are:

  1. Design for understanding – What do you want recipients to understand?
  2. Design to drive action – What do you want recipients to do or not do?
  3. Design for digital first, but don’t neglect traditional channels – Do recipients have a seamless cross-channel experience?
  4. Design to align business user profile with the business process – How do you involve business users? Do they own content and messages? Can they help personalize communications for the front office?
  5. Design customer-centric communications from the outside-in – What do you do to modernize your processes and systems of interaction to deliver on consumer expectations for seamless cross-channel interactions?

Skip: Those are five great points. Do you believe the investment in CCM worth it?

Avi: Not only is it worth it, but it is essential to positive business outcomes. Providing a better customer experience is shown to increase loyalty and lifetime customer value and can be a key source of competitive differentiation. Delivering interactions that are clear, timely, and easy to understand leads to higher customer satisfaction.

So there are many pressures and expectations on customer communications. Companies must respond quickly to changing markets and circumstances, while providing consistent, high-quality communications in the recipient’s language and preferred delivery channel.

There is also a critical need to maintain compliance and control over communications for legal and regulatory reasons. At the same time, business users are demanding more control over the content and faster time to market. And of course operational requirements demand timely, optimized output at the lowest possible cost. So having an enterprise CCM platform with the right organizational commitment and resources dedicated to it is essential to increasing profitability, improving customer experience, and mitigating risk.

Skip: Avi, I once again thank you for taking the time to speak with me today and sharing your insights. Anyone who would like more information can contact OpenText here.

About OpenText Exstream
Exstream is a multichannel customer communication management (CCM) solution that is proven to improve the customer experience and make customer interactions more profitable. It allows business users to create the communications for connected customer journeys using the delivery formats and channels customers prefer – including email, web and mobile.

This software solution powers the transformation of all of your data—whatever file sources, formats, and systems you use—into relevant and insightful customer communications. With on-premise and cloud deployment options, Exstream is scalable to fit the needs of any department or complex enterprise environment. Design and deliver consistent, personalized, compliant, anytime, anywhere communications with Exstream.


skip_Henk_Photo_2011

 

Skip Henk, EDP
President/CEO
Xplor International

Automating the steps in a standard purchasing process to improve customer experience

Submitted by Alexandra Truchot, Content Creation Specialist for Objectif Lune.
September 29, 2016

Purchasing one of your products or services is only one of the steps in a more complex customer journey. By the time your customers get to the payment stage, they will have gone through many other crucial stages during which they also interacted with your company. Furthermore, following a purchase, the journey continues because if you want to build customer loyalty or have customers make another purchase, you have to keep in touch with them.  So the journey begins with the discovery of your brand and continues with the order, payment and delivery, not to mention the after-sales service, if required.

All of these steps are just as important in order to build customer loyalty and turn your customers into ambassadors of your products and services.

Managing them, however, can be complex and often involve many small and tedious manual tasks. By automating the most essential processes, you could save a lot of time and gain your customers’ trust by offering them a better experience when dealing with your company.

Here are a few steps in a standard customer journey which you can easily automate.

Communications with potential customers
Sales cycles are often long. Prospecting is a complex task. It takes months to strengthen ties with your network and in order to do so, you need to provide high-quality content to potential customers.

Accounts opening
The creation of new accounts is a defining moment in the customer-company relationship. But if this step is made even more complex by the excessive use of paper or tedious manual data entry by your employees, it can be frustrating for potential customers.

Order-taking
Managing purchase orders often requires scanning piles upon piles of documents every day. Employees have to manually enter numerous data to launch the subsequent phases of the process. This causes many delays and orders can sometimes take several days before being confirmed!

Deliveries
When delivering the products to your customers, you have a golden opportunity to interact with them and ensure that their experience is a good one.

Invoicing
Did you know that transactional messages are 8 times more likely to be opened than other types of communications? This is therefore a great opportunity for you to communicate with your customers.

Document management
According to the Institute of Financial Operations, 43% of organizations say that being unable to find the right data in their different customer files remains their greatest issue where after-sales services are concerned. When Customer Service wants to respond to a request, it often wastes valuable time trying to put the information together, or simply even finding the information!

Get closer to reaching your productivity, operational efficiency and customer experience objectives one step at a time!


AlexandraTruchot ThumbnailAlexandra Truchot – Content creation specialist with Objectif Lune. Writer and compulsive reader. Eager for unknown destinations and exciting encounters. Anything is possible, you just have to believe it. Connect with her on LinkedIn.

Objectif Lune has 20 years of experience developing Customer Communications Management solutions. Our solutions bridge the gap between systems and automate more personalized, relevant, multichannel customer communications. Learn more at: www.objectiflune.com.

Providing a more relevant customer experience

Submitted by Alexandra Truchot, Content Creation Specialist for Objectif Lune.
August 3, 2016

Do you dream of flexibility when communicating with your customers? Do you want to offer a better customer experience? Are your organization’s systems too inflexible, keeping you from using all the data you need to provide superior service to your customers?

More than ever, organizations are being asked to make dramatic changes to how they communicate with their end clients. There are many occasions for communicating with your customers: welcome messages, invoices, orders, confirmation of payment or invitations to evaluate the services.

Consumers have high expectations and demand personalized, relevant communications. They no longer want multi-page transactional records that do not take their uniqueness into account or highlight the relationship they have with you. Personally, I hate receiving useless paperwork. I don’t want to feel like just another number, and I will always choose a company that offers me service that looks like me.

This is a huge issue today. Organizations that do not make the effort to optimize customer communications are going to quickly lose their clientele to competitors that have been able to get onboard sooner.

So, to keep your customers, your communications have to be responsive. And to do that, you have to be able to quickly and easily modify the documents you send them, based on their purchasing history, geographic location, or marketing campaigns in progress.

In addition to wanting to satisfy your customers, you have to fulfill numerous legal requirements related to transactional records. You have to add specific phrases to comply with a new law or modify certain segments of the invoice in accordance with more stringent laws in a country where you have a subsidiary. In these cases, you have to know how to respond quickly to comply and you really have no choice.

So what to do?

Take back control of your templates by modifying them in a tool specifically intended for document design. The design tool should give you access to advanced functions for personalizing your documents and give you greater flexibility when you want to modify them.

But obviously, you don’t want to get rid of the old templates created using your ERP system and start completely from scratch.

There are now business document composition tools that go beyond mere design. Getting a tool that functions like a middleware system and regenerates the old templates into something more dynamic and modern, will give you greater flexibility. You will not lose your old templates – you’ll improve them. You’ll make them relevant, customizable and interactive.

In addition, you will be able to take advantage of them to move to multi-source communications. A good tool will enable you to easily send your documents using various means. But to smoothly make the switch to digital, you can refer to my advice in my previous note.


AlexandraTruchot ThumbnailAlexandra Truchot – Content creation specialist with Objectif Lune. Writer and compulsive reader. Eager for unknown destinations and exciting encounters. Anything is possible, you just have to believe it. Connect with her on LinkedIn.

Objectif Lune has 20 years of experience developing Customer Communications Management solutions. Our solutions bridge the gap between systems and automate more personalized, relevant, multichannel customer communications. Learn more at: www.objectiflune.com.