Transforming Enterprise CommunicationsGildas Duval , Stéphane Dayras Quark SoftwarePresentation to IBM Gulf - 11/03/2014

© 2014 IBM Corporation

Agenda

• Quark Introduction• Use Cases• The Quark/IBM Solution

SituationEvery institution is a publisher

• Communicating with employees

• Publishing to customers and partners

Knowledge management is an ongoing challenge• Content creation

• Discovery

• [Mobile] Dissemination

Further• Process needs to be organized

• Material has to be compliant

• Formatted for a multitude of delivery channels

Contextual and personalized3

Quark Software Inc.Omni-channel Publishing in the Digital Age

Quark Software Inc.

Founded 1981

Denver headquarters

30-years of leadership

Global footprint

Track record deliveringaward-winning enterprise solutions

We help our customers communicate with their:

Customers Partners Employees

Quark Value

PrintWeb

We Help Customers Shift:

Print

Web

Tablets

E-readers

Future?

Mobile

New customer demands

Publish……Everywhere!

Publish……To Me! Publish……Now!

Must Have Smart Content

Knowledge-captured, media-independent content components

Foundation for automation

Personalization

Metadata for discoverability

Content reuse and repurposing for different campaigns channels and audiences

Microsoft has released the

Windows 8 Surface 3

tablet to compete with

Apple and Google.

Smart Content Example

<investment-news type=“product release” date=“2012-10-

26”>

<company tkr=“msft”>Microsoft</company>

has released the <product

uri=“www.Microsoft.com/surface”>

Windows 8 Surface 3

</product>

tablet to compete with

<company tkr=“aapl”>Apple<company> and

<company tkr=“goog”> Google</company>

(what the reader sees) (what the solution understands)

Smart content can be automatically formatted and enhanced for different devices and audiences. This aids discoverability and interactivity such as links to live stock ticker information for each company.

Must be styled and enhanced manually for each device and audience.

From this: To this:

Smart Content in Action

Design “chrome” and formatting

Controlled branding

Content reuse

Database content

Protect legal text

Graphics and multimedia

B I U

And the results are…

Communications for Print

Communications for Web Apps

Communications for Tablets

Communications for Mobile Phones

Successful Customers

Government

Intelligence, legislation, Regulation

Media

Magazines, newspapers, books, service providers

Manufacturing

Technical documentation, marketing materials

Research reports,customer communications

Financial

Quark Software Products

The only company to develop and

deliver fully integrated end-to-

end solutions that include:

Structured Authoring

Cross-media Design

Marketing Content and Brand

Management

Publishing automation

Digital publishing

IBM and Quark Software

Why IBM & Quark

A Platform for complete Enterprise Content Management and Publishing

Based on a set of core capabilities and modules — from content creation and ingestion to integration with third-party systems and services, to automated, multi-channel delivery

information

peopleprocess

Case Management

Store Once

Consume Anywhere

ApproachIBM Case Manager & Quark Publishing Platform

Provide the ability to:

• Gather information

• Structure content

• Manage the process flow

• Apply metadata

• Ensure compliance

• Format real-time

• Satisfy every delivery channel

21

Technology Convergence

22

DataIntegration

StructuredAuthoring

Dynamic Publishing

CaseManagement

ContentComponents

Analytics

RecordControl

MobileDelivery

IBMQuark

Platform

Extended Market Opportunities

• Reach Deeper in Financial Services Banking: Just getting started; IBM could accelerate

Insurance: A natural fit for Quark technology

• Manufacturing: Process, Oil & Gas Marketing Comm, SOPs, Digital Sales Enablement

• Government Ecabinet, eGovernement, Policies communciations

Use cases

Policies & Procedures

• Problem• Procedures are stored in a variety of systems

• Kept in a variety of formats

• Difficult to find and interpret.

• This is a huge risk from a compliance perspective.

• Solution• Implement a unified global system

• Utilize structured templates

• Incorporate rich metadata to ensure content is prepared properly, quickly found and easily understood.

Wealth Management

• Problem• Design team was unable to publish investment reports in

a timely manner

• Needed to meet deadlines and increase their capacity without adding staff

• Solution

• Automated layout and dynamic publishing solution.

• 99% reduction in production time

• Eliminated errors with auto data integration

• Shortened proofreading & review cycles

Marketing Collateral

• Problem• A leading European bank (among the top 10 strongest in

the world), needed to enable their 2,200 retail branches to adapt marketing collateral to suit local needs while protecting all brand elements.

• Solution

• Each retail branch accesses collateral through an intuitive Web interface, which restricts changes to only those areas that should be localized.

• Brand control was achieved while opening the marketing system to a broader group of employees and offering personalized collateral to clients

State of Connecticut:Regulations

Industry Government

Business Problem

Get regulations online

Improve process to create, update and shareacross 50 state agencies

Improve efficiency for review and approval of over 1000 regulations

Solution

Quark XML Author and Platform for 2 authoring interfacesand 2 publishing formats for 300 users

IBM Case Manager for BPM, SOR , emailintegration and Push to Web portal

Benefits

Improved, efficient process achieving online goal

Increased discoverability

State of Connecticut:Regulations

Quark XML AuthorDesktop Client

Quark XML Author Platform Adapter Layer

Client / Web Client

Images

Quark Publishing Platform ServerSpring Framework – POJO Services

Publishing Services

Content Metadata Indexing Collections Query Scripting Privilege

Quark PublishingPlatform Renderer

FileNetCase Manager

DE

LIV

ER

WC

M

PU

BL

ISH

MA

NA

GE

CR

EA

TE

Multi-schema using both DITA

and BizDocs

300 authors deployed to workstations and

via Citrix

Live preview of output while authoring

Meta data manager and output creation

Reference Mgmt, BPM, ECM, LDAP to email, Push to Portal and SORQuarkXPress

(rich layout templates)

HSBC:Investment Research Reports

Industry Financial Services & Banking

Business Problem

Needed to maintain their top rank in investment reporting by reducing time-to-market for equity research, simplify their publishing process, adhere to regulatory requirements, and enhance the way in which clients consume and interact with research content on digital devices

Solution

Dynamic publishing platform with Quark XML Author for structured authoring, QuarkXPress for creating richly designed, interactive content, and automated delivery to iPad

Benefits

Enables analysts to author structured reports in Microsoft Word and automatically deliver to print, and Web

Increases analysts’ productivity

Reduces time-to-market to publish research

Provides flexibility for timely new product creation

Ensures regulatory control

HSBC:Investment Research Reports

Quark Publishing Platform

Routing & Collaboration ServerCMIS Integration Server

Component Management ServerEmail Integration Server

Metadata ServerPublishing & Transform Server

Integration ServerSecurity & Auditing ServerImage Management Server

KEY:Quark Products

Quark XML Author

QuarkXPress ServerRendering Engine

HSBC Scamps

HSBC Data Layer

FileNetContent Manager

Tablet

DeviceIndependent Email

HTML

RIXML

Email PDF

HSBCCustomers

MonolithicDocument

Monolithic DocumentRe-assembled dynamically

from components

MonolithicDocument

Monolithic DocumentRe-assembled dynamicallyfrom components

FO Processor(Antenna House)

QuarkXPress(rich layout templates)

FileNet Content Manager is SOR

Live preview of output while authoring, 12 document

types BizDocs derivative

Extensive integration to data

sources

1,200 Authors can touch more than 20 business

systems during authoring process

IBM Microelectronics:Technical Documentation

Industry Manufacturing & Technology

Business Problem Creation, assembly, & distribution of over 100

variations of 400-page microchip design manuals too labor-intensive, causing errors, inefficiencies & delays

Solution XML-based authoring & dynamic publishing system

deployed across multiple global locations; using DITA enables reuse, makes authors more efficient, & provides dynamic assembly for different audiences

Results Easy-to-use system that authors love and that

enables IBM Microelectronics to meet their deadlines with more accurate information at a lower cost

Thank You