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| Home » Events » Past Events » 2009 PODi AppForum » TransPromo Track |
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TransPromo Track
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Session Descriptions* for the TransPromo Track
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TransPromo documents combine promotional messages with transactional documents (statements, bills, etc.) to create very powerful customer communications. TransPromo document production has finally reached a tipping point due to the convergence of technology advancements and innovative document production practices in the user and service provider communities.
This track is designed to help organizations understand how to transition transactional documents into effective, loyalty building and revenue generating opportunities. The TransPromo track explores the strategies, practices, and technologies required to successfully enable TransPromo document production, as well as educational case studies from organizations that are leading the market with proven success.
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CEOs, Presidents, General Managers, EVPs, VPs, Marketing, Operations, and Production Executives and Personnel responsible for TransPromo initiatives that combine promotional messaging with transactional communications.
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| Best Practices for TransPromo Document Production |
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Tues, 11:15 - 12:00 pm |
Rising economic and competitive pressures have forced many enterprises to look at how they can transform transactional documents, such as monthly statements and invoices, into marketing tools with a high ROI through the addition of highly personalized, promotional data. Known as TransPromo, this emerging type of document production represents the convergence of myriad processes and technologies. Best practices are critical for successful TransPromo production. As successful TransPromo applications are deployed, we learn what is required to create and maintain consistently successful programs.
In this session Kemal Carr of Madison Advisors will discuss the best practices required to support successful TransPromo document production, looking across all technologies, including data manipulation, asset management, and production. Carr & DeVoyd will discuss real-world best practices from Madison Advisors’ Best Practices Analysis (BPA), a comprehensive study that examines best practices across the converging markets of high-volume output, print on demand (POD), and electronic delivery operations, including those of captive or internal document services operations and for-profit service providers. This session will also disclose data from the soon to be published Oniya Shapira case study, plus details from several other live implementations. Finally, the session will help attendees justify the investment in TransPromo and provide areas to think about when scoping potential projects to help ensure its success.
Key Takeaways:
- Learn how to unleash the Power of TransPromo with document production best practices
- Learn from examples of industry leading organizations across several key verticals, including financial services, insurance, utilities, print service providers, etc.
- Understand the best application of resources to support high levels of document production efficiency, effectiveness, and quality
- Identify means for achieving cost containment and successfully deploying technology
- Identify how to enhance organizational control to gain additional improvements over time
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| Does your Document Composition do TransPromo? |
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Tues, 1:00 - 2:00 pm |
Your organization likely has at least one document composition solution, but do any of them have what it takes to enable TransPromo document production? Huff, principal analyst behind Madison Advisors Document Composition Market Study, will discuss the role of document composition within an overall TransPromo solution. He will review the latest market trends in document composition, the various types of solutions, and best practices in the user community. Huff will also review leading document composition solutions, with insight into their strengths, challenges, best fit scenarios, and which solutions are best at enabling TransPromo document production.
Key Takeaways:
- How does document composition fit within a TransPromo solution?
- Market trends in document composition
- How to choose the right document composition solution for your organization’s TransPromo requirements
- Solution reviews of leading document composition solutions
- How to determine if your document composition solution can handle TransPromo
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Service Provider Case Study: Going Live with TransPromo Initiatives
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Tues, 2:00 - 3:00 pm |
It’s one thing to learn about the power of TransPromo documents, and quite another to actually put them into production. Learn from the experiences of several brand- name organizations that already have implemented TransPromo projects with vendor resources. The case studies cut across industries and demonstrate tactical how-to’s to accomplish strategic goals.
Key Takeaways:
- What to reflect on during goal-setting and planning
- Types of tools to consider and what resources may be required
- Critical success factors based on shared learning from actual implementations
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| TransPromo: Build vs. Buy |
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Wed, 10:15 - 11:15 am |
There is more than one way to produce TransPromo communications. Which is the best approach for your organization?
In this session, Carr provides an overview of the major components and processes required to enable TransPromo document production, and then reviews the different strategies for achieving desired state. He will discuss the pros and cons of the various approaches – e.g. build, buy, outsource, co-source, etc. – and offer insight into criteria for determining the right approach for your business.
Key Takeaways:
- Required technologies and processes for TransPromo
- Leading approaches for achieving TransPromo document production
- Insight into TransPromo service offerings from leading service providers
- How to assess your goals, define your requirements, and identify gaps
- How to establish decision criteria that enable your organization to make the right choice – build, buy, outsource, co-source, etc. – for your business
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| TransPromo Workflow & Inhibitors to Adoption |
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Wed, 11:30 - 12:30 pm |
Workflow. Automated document factories. Data analytics. Campaign management. Document design. Document composition. High-speed color print.
What’s truly required to get started with TransPromo production? Are there common pitfalls to avoid?
In this session, Huff will identify the key technology enablers behind successful TransPromo, including a discussion of workflow vs. automated document factories (AFDs). He will review all of the major components and integration points in a “base-line” vs. “best-in-class” transpromo solution, and help attendees identify where their production needs fall on this spectrum. Finally, he will identify common inhibitors to adoption, and provide guidance on how to avoid them in your TransPromo initiatives.
Key Takeaways:
- Discover the key technologies behind TransPromo enablement
- Learn the role of workflow in TransPromo document production
- Workflow vs. ADFs: What is the difference and what do you need?
- Understand the inhibitors to TransPromo adoption
- Tips for avoiding common mistakes
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| Implementation of a Digital Color TransPromo Printing Operation |
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Wed, 1:30 - 2:30 pm |
What exactly does it take to print TransPromo documents, specifically in a full-color presentation mode?
Join Rex Brooker of Principal Financial Group in this session as he discusses the implementation of just such a printing environment at Principal’s in-plant printing facility. This session focuses on the operational aspects of implementing the printing elements of a digital color solution. It will include a high-level overview of the existing applications that drove Principal into the world of high-volume digital color, as well as what Principal sees as the next generation of TransPromo applications. Brooker will also introduce the concept (and power) of Educational/Transactional documents (ETDocs) as the next wave of TransPromo. Booker will also touch on some of the challenges Principal they faced as it implemented its solution, and close with Q&A.
Key Takeaways
- Insight into Principal Financial’s transition to TransPromo document production
- Understanding of potential challenges when implementing a high-volume digital color printing solution designed for TransPromo documents
- Key attributes of best fit applications for TransPromo at Principal
- Insight into how Educational/Transactional documents (ETDocs) are being used at Principal
- Future applications spawned by the current generation of TransPromo and ETDocs
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TransPromo: Taking the Next Steps  |
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How do you get there from here? In this interactive wrap-up session, Track Chair, Kemal Carr, and your peers in the TransPromo track will help you decide what to focus on as you implement the most important ideas from these sessions.
* Note: Speakers & Session descriptions are subject to change
Sessions identified with this icon will be based on audience participation |
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