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Do You Wanna BOK?

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Submitted by Skip Henk, EDP, President/CEO of Xplor International
March 17, 2015

When you read the title, what was the first thought that came to your mind? I am hoping some of you were asking yourselves “What is he talking about? What is a BOK?” That was my dilemma.

Although I have been active and involved in the industry for many years, I did not know what a BOK was or why it was important to our members and the industry in general.

According to our friends at Wikipedia:

a body of knowledge (BOK) is the complete set of concepts, terms and activities that make up a professional domain, as defined by the relevant learned society or professional association.

EDBOKMaking It Relevant
I must admit I was a bit slow to come around to the whole idea of having a BOK for the association. The idea that a document could or would contain the “complete set of concepts, terms and activities” for our industry was difficult to conceive. Looking at the “complete document lifecycle” and all of the inherent components, the different technologies, methodologies and disciplines that put end to end defines our industry would be a monumental task.

Climbing The Mountain
At Xploration® 13, a group of Xplor EDP members got together and determined that it was time our industry had a Body of Knowledge for the Electronic Document Industry. The “Limited Edition” was presented at Xploration® 14 with the first edition being published and released last year at Graph Expo. In all, almost forty people contributed in one way or another to the creation and delivery of our industry BOK. The scope of the book is impressive and includes:

  • Document Development Lifecycle, requirements gathering, business analysis, technical analysis, stakeholder agreement, architecture, information design, project design, development, critical communications recovery(disaster recovery), test and QA, production launch, maintenance
  • Document Production Workflow, data, data objects, composition, print streams, transformations, print management, electronic presentation, web and mobile delivery, archiving, print technology, inserting technology, delivery process.

The end product has become the basis for our industries knowledge and the platform that now drives Xplor’s educational mission.

Who Cares? You Should.
Anyone in our industry, no matter what role you play, will benefit from reading it. If you are in a technical or operations role, this book pulls it all together, filling in the blanks and expanding your overall understanding of the electronic document industry. If you are in sales or marketing, it will give you an end to end view of the industry, the various components and the knowledge will certainly differentiate you from your peers.

Special thanks to all those responsible for bringing this ground breaking document to fruition.

The project team: Matt Riley edp, Project Chair, Neil Merchant m-edp, Project Manager, Pat McGrew m-edp, Editor, Scott Baker, Roberta McKee-Jackson edp, Chad Henk eda

The technology contributors: Paul Abdool edp, William Broddy m-edp , Franklin Campbell edp, Tim Ciceran, Brett Dashwood edp, Christine Durfee, Carol Fiore, Franklin Friedmann edp, Neal Gottsacker , Chris Halicki edp, Cheryl Kay, Kevin Lantaff edp, Robert Linsky, Wendy MacMillan m-edp, William McCalpin m-edp, Linda McDaniel edp, Roberta McKee-Jackson edp, Neil Merchant m-edp, Denise Miano edp, Tim Nelms, Stephen Poe edp, Rebecca Rodgers m-edp, Kevin Tondreau edp

So, Do You Wanna BOK?
For more information on the Electronic Document Body of Knowledge (EDBOK) visit the EDBOK information page under Career Development.

 

skip_Henk_Photo_2011
Skip Henk, EDP
President/CEO
Xplor International

Madison Advisors Returns to Xplor Conference to Share CCM Insights

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Half-Day Pre-Conference Event Helps Kick Off Xploration® 15

Lutz, FL —February 24, 2015—Xplor International, the worldwide electronic document systems association, today announced that the Madison Advisor’s Pre-Conference Intensive will once again be part of Xplor’s Annual Conference, Xploration® 15, April 14-16, at the Wyndham Orlando Resort International Drive in Orlando, Florida. The pre-conference program will take place April 13, 2015, from 1:00 to 5:00 PM.

Tweet this: @Madison_Advisor Pre-Conference Intensive again returns to Xploration® 15 in Orlando, Florida #Xplor15

Madison Advisors provides thought leadership, strategic consulting, and market research to clients in the customer communications management (CCM), electronic delivery, and print industries. Their industry-neutral expertise enables end-user organizations, service providers, and vendors to achieve their strategic objectives around transactional customer communications and publishing services.

This year’s pre-conference program will feature three sessions that include:
• Archives: Not Just for Documents Anymore
• Measuring What Matters: Dashboards and KPIs
• Minding Your Print & Queues: Job Scheduling, Tracking & Optimization

Pricing
Attendance to the Madison Advisors pre-conference program is not included with the conference’s Platinum Passport. However, attendees can purchase this pre-conference program during the registration process for Xploration® 15. For Xplor Members, the cost is $200 USD and non-members, $225 USD.

About Xploration® 15
Xploration® 15 is being held at the Wyndham Orlando Resort International Drive from April 14-16, 2015. Pre-Conference Programs will take place on April 13, 2015.

For questions about Xploration® 15, please contact Xplor Headquarters at +1-813-949-6710 or by email at register@xplor.org.

Registration to the three-day event includes access to all of Xploration® 15’s 60+ educational sessions, panels, keynotes, general sessions, evening networking events, networking lunches and a breakfast on Thursday.

A limited number of exhibit spaces are still available. Vendors interested in becoming an exhibitor or event sponsor should contact Xplor’s Director of Sales, Deborah Green, at +1-770-444-3845 or via email at deborahgreen1@earthlink.net.

About Xplor International
Xplor International is a worldwide, not-for-profit professional association that consists of thousands of users and suppliers of the products and services that create, modify, and deliver customized information using a wide variety of document technologies. The association provides educational products and programs for its members and the industry at large through conferences, meetings and annual events. 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: @Xplor_Int

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

About Madison Advisors


Madison Advisors, an advisory firm, exists to advance the print and electronic communications objectives of Fortune 1000 companies. The company’s analysts provide advisory services for a range of content delivery strategies, particularly those addressing enterprise output technologies and customer communications. Through short-term, high-impact engagements (measurable in days or weeks, not months), Madison Advisors offers expertise and advisory services that directly help clients achieve hard and specific return on investment (ROI) related to their enterprise output goals and objectives. The company’s analyst team has an extensive background in the enterprise output industry, enabling Madison Advisors to offer its clients unique, objective perspectives and unparalleled guidance for their print and electronic communications initiatives. For more information about Madison Advisors, visit the company’s web site at www.madison-advisors.com or call (817) 684-7545.

What Was “Old, Stale, and so 1990s” Is New Again!

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Submitted by Skip Henk, EDP, President/CEO of Xplor International
February 24, 2015

The roar from our members had finally reached a crescendo that it was time to do something. I find Inaction under the guise of “not enough time” could no longer be an excuse.

And so it goes for www.xplor.org

The “Ah-hah” Moment

Over the last two years I have received comments about our website. Comments such as: “The site looks old”, “you need to be mobile friendly”, “stale”, “so 1990’s” to name just a few. BUT we were busy, did not have enough time and really could not deal with it at the time. (A bit short sighted)

The “ah-hah” moment came when one of our members called me and flat out told me she was frustrated with the site and would not recommend any of her colleagues or friends to visit the site.

That simple phone call hit home. When your own member would not recommend your site your credibility is called into play and the logical assumption is you are not acting in the best interest of your members, whether intentional or not.

“For every customer who bothers to complain, 26 other customers remain silent.” Source: White House Office of Consumer Affairs”

Your Website Is the Face of Your Company

A company website is many times the “first impression” one will have of your company. Since many people opt first to go to a company website to get information your website design needs to meet their needs. (Not yours) If the design of your website is unappealing, information is not readily available or hard to find, you most likely will lose a potential customer (or member).

• According to business2business community: (46%) of people say a website’s design is their number one criterion for determining the credibility of a company.

• “94% of people cited web design as the reason they mistrusted or rejected a website.” – ironpaper.com

Getting it Done

Like any project you have to commit, come up with a plan, allocate resources and execute. An organization must also realize its limitations and sometimes look outside for a solution.

That is what we did. We committed and incorporated outside resources into the plan. Turning things over is a difficult thing for most organizations but looking back me getting out of the way was the best thing that could have happened.

Our Marketing Coordinator was tasked with getting it done. He worked with Deborah Corn of Print Media Center, who coordinated the project with our web designer, Elementary Digital.

A Statement of Work was created, reviewed and agreed to. Work began and as much as I would like to take you through the process, I received occasional updates and assurances things were going well, and continued to stay off to the side.

The site was launched last week, they still are doing a bit of tweaking, but I feel Xplor has arrived and our “face” to the industry is new, fresh, intuitive and serves our membership.

Things to Think About

• Listen to your customers, they know what they want (and what they don’t)
• No excuses, short-term savings equals long term loss. Commit.
• Get people involved that do it for a living, you don’t have to do it all
• Spend time on the Statement of Work. What the end product will be.
• Do your homework, there are a lot of web designers. They are not all created equal.
• Do it … and enjoy the results

Your plan needs to be forward thinking and include not only viewing on a PC but tablets and mobile devices.

“Only 22% of marketers say they’re ahead of the curve when it comes to responsive design. 29% say they have “average” experience level, 23% say they’re behind the times, and 4% say they’re hopeless. (Source: eMarketer)”

Special Thanks to Deborah Corn at PrintMediaCentr, Andy Holland of Elementary Digital, and Chad Henk of Xplor for making what was old, new again.

And a big thank you to you for stopping by! We would love to hear your comments on the new site! Sound away!

Describing The World B.G. (Before Google) Can Seem Unbelievable!

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The other day my son and I were having a discussion about the similarities between dolphin and mahi mahi. It came to a point in the conversation where he asked me a question and I quickly had to admit I did not know the answer, a real downer for a father. Immediately he took out his cell phone and “Googled” it getting an almost instantaneous answer to his question.
Looking at me quizzically he asked “what did people do before google?” I smiled and said “you went to the library or if you were fortunate enough looked it up in your home encyclopedias. “ (His eyes began to cross)

He was 16 when “the last entry for Encyclopedia Britannica in book form” was announced. However I was excited to share my knowledge of life before Google as I went into my story about how after high school I sold the Encyclopedia Britannica’s. How expensive they were and that you received a beautiful wood bookcase when you bought them. And, every year you could purchase the update volume to keep your information current. I also laughed at how short my career was with one sale, to my parents. (I still have the books in my attic)

At this point he was in full “are you kidding” mode, eyes crossed and asking questions like; What if it was not in the encyclopedia? (You go to the library) What if it is something trivial that you don’t want to spend the time to look up? (Then you didn’t.)

Our discussion shifted to the “value” of Google. Being antagonistic I took the diametrically opposite opinion of my son. He claimed Google gave people instant access to information allowing people instant knowledge, very good points. I however argued Google can be inaccurate in many cases unlike an encyclopedia. It is contributing to the demise of face to face social interaction. It over complicates our lives introducing minutia in an already complicated world. Case in point, did learning about the difference between dolphin and mahi mahi change your life?

As far as the difference between a dolphin and mahi mahi.

The common English name of dolphin causes much confusion. This fish is not related to the marine mammals also known as dolphins (family Delphinidae). Additionally, two species of dolphinfish exist, the common dolphinfish (Coryphaena hippurus) and the pompano dolphin (Coryphaena equiselis). Both these species are commonly marketed by their Pacific name, mahi-mahi.

Don’t believe me? Google it!

 

Not a cloud in the sky…

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At Xploration™14 in March we had several sessions on the cloud. Fortunately I was able to attend a couple of them and came back with more questions than answers as to how vulnerable Xplor would be if the cloud suddenly disappeared.

My conclusion to my brief sixty second assessment, we would be in deep trouble depending on the length of the outage and the ability of our provider to get us back up. Xplor’s email system is in the cloud as well as our event registration, website and members hub, which is just about all of Xplor.  We backup our database but if the rest goes down it is still a really big  problem.

Wozniak Agrees?

In further researching I read an interesting article the other day by Steve Wozniak regarding the cloud that made me think. In the article he stated “The more we transfer everything onto the web, onto the cloud, the less we’re going to have control over it. With the cloud, you don’t own anything. You already signed it away.” 

The term that really caught my attention was “You already signed it away.”  Yes, that is what we often do when we check that terms and conditions box in addition to absolving the provider of most if not all liability.

The Need to Ask Questions

What if your cloud provider goes out of business, is a victim of hackers or cyber terrorists. What are their safeguards? How do you get back up and running?  How do you recover? What is their liability?

Xplor as an organization is going to be asking the three vendors that control our “clouds” these questions.

So how does your organization handle the cloud and the people you entrust with your information?

What if there was not a cloud in the sky? I am curious to hear your views.

 

 

Dear Occupant, We Are Raising The Bar!

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If you are old enough to remember receiving direct mail addressed to “Dear Occupant,” you will certainly remember the astonishment and wonder when you received your first piece of “personalized mail” – Dear (insert your name here).
Over time the level of text personalization increased to include things like the company you worked for, the city you lived in, etc., and we all felt connected in some way. We were not just an “occupant” but an individual.

That was the late 80‘s, early 90’s if I recall correctly.

Today, receive a piece of personalized mail and you are typically less than impressed. In fact, you probably may even ignore it unless it is something out of the ordinary, like your name spelled in the sand on a beach, or in the clouds against a blue sky. There is still a WOW factor to the innovative use of personalization. However personalization and the WOW factor have to be relevant. A catchy piece, plus a good offer to the right person, equals a winner for the Brand.

In 1999 Harry Quadracci of Quad Graphics wrote, “We are in the Age of Advertising. Baby Boomers, now in their peak spending years, have a lot of buying power, and there’s going to be a lot of advertising to get that dollar. The best way to harness that buying power will be through properly promoting the brand… and the most effective media for brand promotion will continue to be ink on paper. It’s The Brand, Stupid, it’s The Brand!”

Mr.Quadracci was right in 1999 and remains so today, “it is the brand” and the decision makers of the brands who require results. Sending out 100,000 pieces of direct mail to “Dear (insert your name here), hoping 2-3% produce results is no longer what the brands are looking for or need. Sending out 50,000 innovative pieces, to the right people with the right offer drives double digit results. If you are a printer I am not saying you need to be a “marketeer” – but you do need to understand what your customers may ask you to print. (Everyone familiar with augmented reality?)

So as a printer, what is interactive print? (I personally believe it could be the Renaissance of direct mail) What do the brands need? How can you be part of the opportunity?

There is a great deal of opportunity for those who get it. To get it you need to reach out to different places and spheres of influences.

I invite you to add Xplor to your sphere of influences and join us for Xploration 14, March 25-27th in Orlando Florida.

Are We Sacrificing Sales For Convenience?

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A Mobile App or The Hot Dog Guy

One of the big joys in my life is attending sporting events whether it  baseball, football, hockey, arena football. There are some things I love and I hate about the experience.

Baseball• I LOVE to sit in the stands, do the wave, eat a hot dog and drink a beer
• I HATE to have to get up and stand in line for a hotdog and a beer
• I LOVE to sit in my seat and buy a hotdog and beer from one of the vendors
• I HATE when they pass my hotdog down the row and 10 people have their hands on it
• I LOVE not getting out of my seat, so I get over it them passing my hot dog

Throw the Hot Dog Guy Out

What if you had a mobile app that allowed you to sit in your seat key in your section and seat number and order whatever you want and it will be delivered to you right where you sit?  Payment is automatic, including the tip and posted to your account. No fuss no muss.

You don’t have to wait for a vendor to come by to remind you that you need another beverage or that your daughter wants cotton candy.

Would you download such an app? Well it’s currently being tested at Yankee Stadium in New York in Section 130 and is also being used in stadiums in Ireland and Australia. It seems just a matter of time to invade the US sports scene unless fans reject it …. which we should.  Click here to check out the whole story

Enough is Enough!

I know I said I hated to get up and stand in line but that is why they have the hot dog and beer vendors. These folks are going to lose their job. And what about the cotton candy guy making me look like a hero when she says “Daddy can I have some cotton candy, pleeeeaaaasseee” and she gives me a kiss on the cheek.

What are the owners thinking? How would I know I needed that second beverage, that bag of peanuts or a second hotdog if those wonderful vendors did not remind.

In my mind they are making a mistake and are going to lose money.  Am I going to download the app? I don’t think so. Are you?

Make Your Next Tradeshow An Event!

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Are You Excited About Print13?  You Need To Be!

You book a flight, a hotel room and make sure you register for the free exhibit hall pass. You even sign up for a few conference sessions.  Where are you going?  To a tradeshow!

If you are in your mid-20’s you are absolutely pumped. A trip out of town, a few days away, most likely to a new city, all expenses paid. It doesn’t get any better than this. If you have been around the industry for 20+ years, you are either truly excited or saying “oh, boy another trade show,” with a great deal of sarcasm in your voice. Young or old if you are not excited get out of the industry and go do something else.

Two Types of Tradeshow People

Primarily there are two types of tradeshow people: the buyers and the sellers. Buyers attend to look at new products and services, get a little education and expand their network. Sellers attend to show the buyers their products, share their knowledge and hopefully become part of their network. The buyer/seller relationship can and should be a beautiful thing.

Young or Old Tradeshows Present a Unique Opportunity

I have been attending tradeshows for over 35 years and I still get excited going to one. Why, because I MAKE IT an event. I plan for it, I set expectations and I make sure my investment in time and money will pay big dividends and you should be doing the same thing too.

If you are a buyer tradeshows are a great opportunity to visit with a lot of vendors without being “overwhelmed” shall we say. My suggestion is to:

Put together a show plan:

• Write a list of any technology that your company is considering and cross check it with the exhibiting vendors on the tradeshow website. Do your homework on the vendor companies and visit their booths. Do some preliminary qualification.

• Allow blocks of time for “new stuff”. Large tradeshows are a mecca for new product announcements of products you may not be aware of. Make sure you look on the event website, onsite publications etc. for new technology announcements. The more you know, the better you can stay on the leading edge.

• Look at the available conference sessions. Pick a few that would expand your knowledge base and make you more valuable to your customers and company.

• Get on your social network and find out who is attending and meet up.

Work the plan and plan to work!

As a seller, where else can you hook up with dozens of customers and prospects without flying city to city going through security, eating airport food and getting back home grumpy and tired. Tradeshows can be a sales bonanza IF YOU PLAN!

• Contact ALL of your customers and prospects to see if they plan to attend. If you can, offer them free exhibit passes, an invitation to a company event, etc.  Even if they do not plan to attend they know you were thinking of them. It is a point of contact!

• Schedule appointments with your customers and prospects. If you have a booth, take them through the latest product announcements and/or new features.

• Check out your competition. (Get some free tchotchkes )

• Allow blocks of time to walk the floor and look at “new stuff” in your product category. The more you know, the better you can stay on the leading edge.

• Look at the conference sessions. Pick a few that would expand your knowledge base and make you more valuable to your customers and company. Learn a couple “techie” phrases. Goes a long way.

• Get on your social network and find out who is attending and meet up.

Work the plan and plan to work

Whether a buyer or seller expand and share your knowledge, meet new people and have fun. It should be.

My next tradeshow is PRINT 13 in Chicago September 8-12. Let me know if you will be there. We can hook up.

Are We There Yet? We will see at #Print13

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One of the buzzwords or phrases that has made the rounds the last several years is “multi-channel marketing”.  I have watched dozens of  presentations on the subject, spoken about it and have debated it’s attributes.

What is Multi-Channel Marketing?

According to our friends at Wikipedia – Multichannel marketing is marketing using many different marketing channels to reach a customer.[1] In this sense, a channel might be a retail store, a web site, a mail order catalogue, or direct personal communications by letter, email or text message. The objective of the companies doing the marketing is to make it easy for a consumer to buy from them in whatever way is most appropriate.

Does Multi-Channel Marketing Equate To Effective Marketing?

My favorite definition of relevant communications is “the right message, to the right person at the right time …. using the right media.  Is multi-channel communications the same thing as effective marketing? Sometimes, maybe but not always. 

When I was looking at what type of programming Xplor was going to do at Print13 I decided it was time to address the issue. I wanted to have a forum where several companies who had implemented multi-channel communications speak openly about their successes and failures. I wanted someone to ask the tough questions, who knows the industry.

Are We There Yet: A 2013 Multi-Channel Communications Industry Perspective 

InfoTrends_A_Questex_Company_LogoPrint 13 is the perfect backdrop for Xplor’s breakfast keynote session moderated by industry expert Matt Swain of InfoTrends. Matt’s panel of leading print service providers will talk about their challenges, the things they would do different and the things that worked.

It is a don’t miss 90 minutes at Print13.

The breakfast panel is taking place September 10th from 8:30 am to 10:00 am. The cost, complimentary thanks to our sponsors Compart, Crawford Technologies and Solimar Systems.

Join us for breakfast, a great educational session and also receive a complimentary exhibit hall pass simply by registering to attend.

The session is going to be conveniently located at McCormick Place South in Room 101 a few short steps from the shuttle bus drop off area.

See you in Chicago …. Are We There Yet?

The Future of Credit Cards …. Really!

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I recently read an article on “The Future of Credit Cards” published as a result of a conference devoted to travel and credit card rewards.  Executives from Chase, Barclaycard, US Bank, Capital One and American Express were on hand to share their views on the future of credit cards.

My expectation was that they would simply predict the demise of the physical credit card, as mobile technology certainly can replace it almost instantaneously. In one of my February posts entitled “Remember Your Smartphone, Forget Your Wallet”, I addressed this.

However, these execs went beyond the boundaries of simply replacing the physical card. For many, these discussions are not an “epiphany,” individually you may be familiar with some if not all of their talking points. For others, who assume the evolution of technology, they make perfect sense and you ask yourself, “what is the big deal?”

The fact that banks are talking about this collectively is a big deal.

  • Big Data – One of the new buzz words certainly familiar within our community. We talk about it in webcasts and conference sessions but what was interesting in the article is the discussion of leveraging that data across multiple vendors. Can a free Subway drink at your local Walmart be in your future?  (Only makes sense if your Walmart has a Subway)
  • Mobile – Once again not a new concept, but providing realtime “offers” to cardmembers utilizing location and spending data. My wife would love to get a 20% off coupon while standing outside Justice with my daughter.
  • Budgeting Tool/Spend Smarter – This one seemed counter intuitive to me based on the concept of the credit card and habits of some people in using one.

Banks hope to offer cardholders not just deals and offers, but information to help manage spending  offering information to consumers about how they spend and how to spend smarter. This should be interesting to watch.

  • Unbanked/Underbanked – At the conference it was reported that 8.2% of the people did not have a checking or savings account and were referred to as “unbanked.” They also referred to the “underbanked” as people who have a checking or savings account, but use non-bank means of credit, like payday loans. This group represents 20+% of the population and growing.

AMEX partnered with Walmart on the BlueBird prepaid card looking to the next generation who may not want a bank account. As mentioned in the article, it remains to be seen but the next generation might find bank accounts as relevant as land lines, compact discs, and print publications.

  • Less Junk Mail / More Social Media – Note was made that credit card marketing is changing. No surprise here. Rising costs of traditional mail coupled with the communication preferences of the next generation makes this a bit of a no brainer. Barclaycard was noted as leading the way in integrating social media with its credit card products by introducing the Ring card .

David Gold, General Manger of Partnerships for Chase Card Services noted that he wakes up every day worried about what will be written online about his products by bloggers who focus on how many cents they can get out of each point. Certainly something we need to watch today.

What does it mean for the stakeholders?

As a customer:  Some of it sounds pretty good and high tech. Who wouldn’t want great relevant offers, discounts and ways to spend your money smarter?

The credit card company: higher customer retention, decreased costs, increased revenue and more accounts.

As a vendor: Opportunity! These companies will need consultants, software and hardware to implement these changes.

Will be fun to look back on this in a few years.

To read the whole article go to: http://finance.yahoo.com/news/future-credit-cards-080024294.html