software and technology – development roadmap gregor wolf...

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Software and Technology –Development Roadmap

Gregor Wolf – Wolf-Michael Mehl

Oct 25/26, 2010

About roadmaps

It‘s in the nature of a roadmap: It‘s based on assumptions and predictions about a changing future

Change

Why does it take so long?

Why does it behave irrationally?

Why does it sometimes not happen at all?

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Predictions

‘E-book readers will be introduced in the UK later this year, and have already proved popular with American users. From the Barnes & Noble web site, usercomments include: ‘I don’t know how I got along without it’, ‘I will never goback to paper again; the future has arrived and it’s great.’

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- Bookseller June 2000

(Mis-) Estimations

‘I travelled from north to south and from east to west. I´ve talked to the best people we have. And I can assure you that data processing is just a spleen which will be gone before end of the year’

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- CEO Prentice Hall, 1957

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(Mis-)Estimations

Thomas Watson, CEO IBM, 1943

„I guess there will be a world market for about 5 computers. “

„There is no reason, why anybody would want to have a computer at home.“

Ken Olson, President und founder of the Digital Equipment Corporation, 1977

„Ok, but for what may this be helpful?

Head of Advanced Computing Systems Division of IBM, 1968, referring to the micro chip

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Checking blocked addresses

Due date for credit notes

Run accrual again

Limiting the contract offsetting period

Orders: main contract code

Agency settlement presets

Royalty invoicing: display zero postings

Royalty write-off: no. of months after publication write-off

Editorial type for review copy orders

Catalog export: issue path per company group

Production: displaying last end date

Warehouse: stock level file import

Bundling

Freezing classificationsUser groups in the roles tool

Exporting product data in XML – quick and easy

Production: weight of paper and total sheets

Cockpit: observation templates

Supplier order: different shipping addresses

Import book contributions

Rights acquisition: sales count presetsSubscriptions: suppressing prices on documents

Delivery threshold specific to company group

Update originator’s address details

Monitor: terminating batches

Warehouse import: Mohr Morawa

Import incoming invoices without single lines

Depreciable costs

Determining contractual royalty rates

Orders: sorting marketing activities list

Orders: suppressing notification

Document separation for monthly invoices

Hiding entries in the data types Adding consecutive numbers, time stamps to file names

Ship remaining stock in search results

Quantity in search results

Search all standing orders

Mail merge as e-mailLimiting credit on credit notes

Enable code in JSD

Admin password for customer

Online subscriptions

Royalty calculation: correcting accounts

Agencies in the creditor interface

Tax exemption for royalty recipient

UnicodeLDAP server for batch procedures

Message based services

Royalties for online products

Integration of PPM and CMS

Connecting schedules

Online access portals

Invoices for usage and downloads

Integration with distribution platforms

Accrual for online products

Supplemental products

Revenue split for online products

Office 2007

Collective revision

Klopotek Development – Investment Commitment

3,800 days of innovations funded by Klopotek

3,200 days of customer requested enhancements

7,000 development days

From 1 January to 31st December…

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Title Management, Product Marketing, Editorial and Production

Title Management, Product Marketing and Editorial

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• Creating Product Families: One content – different appearances

• Product Data Synchronization Process

• different synchronization methods are assigned to "Hardcover”, “Paperback”, "E-Book” and "Online“which all belong to the same version family

• Highlighted Fields

• optically indicates all fields currently synchronized with at least one other product. So the user is alerted to be careful with changes

Title Management, Product Marketing and Editorial

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• Supporting Global Publishers

• Editing multilingual titles

•Save title data in various languages in the product pool •Edit these title detail groups, which consist of a title, a subtitle and a short title, and the corresponding title language

Production

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• Communication with external partners

• External Events

• Use event logging for enabling external systems to log their Klopotek system events.

• Use the event logging to display the events logged for a particular object (e.g. product, contribution, digital asset collection) in several components

• Use the event logging to trigger updates on scheduled tasks in your production project

Title Management and Production

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• Support data cleansing and data updates

• Mass updates – product selection

• You no longer have to do data revision for each individual product or production project in a selection list

• Use for the products contained in a selection the collective update function:

• Replace, add to or remove the classification• Replace, add to or remove the responsibilities and

the corresponding staff members• Replace the publisher, division and subject group

Title Management and Editorial

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• Editorial Planner

• Klopotek provides you with the tool "Editorial Planner" (EP)

• Use EP to comfortably plan your publications in a flexible manner

• Easy entry screens available

• Configure the entry screens to meet your individual workflow needs

• Create a project within a few minutes, add basic data to it, perform a calculation and directly export to PPM

• Plan multiple version types and multiple languages as an “all in one” process

Production

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• More flexibility in data exchange at production projects

• Templates for transferring data to and from extended calculations

• Standard style sheet for extended calculation: from OLE to XML

• Manage your Microsoft Excel® templates in a flexible manner for the extended calculation

• Supply externals with a lot of data regarding the product, project and calculation

Title Management and Production

The Challenge of Digitization Multiple product typesIndividiually structured meta data

Re-usabilityMonetary participation

of rights owners

Title Management, Product Marketing, Production

PCM

Component hierarchy

below a product

Customize attributes

-> production order

-> catalogs

-> platforms

-> marketing

Component wise production

Re-use of components15

Title Management and Product Marketing

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• ONIX 3.0 Meta- data and exports

• Klopotek supports ONIX 3.0 standard

• Adjustment of the current ONIX 2.x XSLs to ONIX 3.0

• Creation of new ONIX 3.0 XSLs

DAM

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� Publicity:

Reviews -

current / archived

versions available

� Production:

Cover and cover

parts – only

released versions

available for

further steps

Pool forProduct related Assets

ST4

� Production:

Product data

available as data

file

Next: Integration of PPM and ST4 – DAM features

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� PPM

� Schedule, calculation, …

� Catalog and product

marketing

� ST4

� Compile and re-use

� Creation collaboration

� Multiple output generation

PPM Pool forContent Information

ST4

contribution

Next: Integration of PPM and ST4 - Components

chapter

abstract

track

Next: Digital Products - Digital Production – Digital Delivery

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Planning ProductionMarketing Sales

Sales item:•ISBN•Format•Price•…

Work:•Title•Author•Marketing texts•…

Next: All in One

The variant mode is enabled by a specific setting of version type, binding or medium or a specific combination of it (configurable).

It also determines a number of variant types available for this kind of product

The variant mode is enabled by a specific setting of version type, binding or medium or a specific combination of it (configurable).

It also determines a number of variant types available for this kind of product

A regular product can be run in a variant mode on edition level. Instead of a single identifier (ISBN/order no.) there are multiple identifiers maintainable each with a distinct variant type.

A regular product can be run in a variant mode on edition level. Instead of a single identifier (ISBN/order no.) there are multiple identifiers maintainable each with a distinct variant type.

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Next: Workflow / Task Management

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Contracts, Rights & Royalties


Sales data in “real” currency – more transparency for authors

• System accepts foreign currencies in sales lines

• System calculates royalties at correct exchange rates

• Currencies and exchange rates on the author statements

Royalty scales based on revenue (USD) – important for content sales

• Use rising rates based on USD: 5% to 10.000 USD, 6% to 20.000 USD

• Use together with existing calculation basis

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• Customer specific royalty rules – exclude author sales from calculation

• Set up an individual royalty for a specific customer

• Copies sold are calculated at normal rate, but copies sold to the author are exempt from royalties

• Offsetting returns for flat rate royalty contracts

• If returns exceed sales, the “negative royalty” will either reduce the payable or increase the carry forward

• Account Navigator


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Improved rights offers workflow

• Offer available rights to several prospects at the same time

• Automatically inform the other prospects via e-mail that the right has been sold to one of them

• If the limited right is about to expire, inform the licensee and offer the possibility to negotiate the extension of the rights terms

• Generate these notification e-mails about expiring rights to the licensee directly from within PPM


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Store documents in the database (DAM)

• Upload contract documents in the database

• or any document type

• Access directly from the contract module

• Safe archive

• Authorized access

• Available in the contract component as a first step, will be opened for other modules in the near future


Next: Contracts, Rights & Royalties

• Royalties for content, data usage, database access etc

• Product Component Manager (PCM) and contract metadata

• Electronic statement

• Individual author’s currency

• One invoice per licensee statement

• Negative rights postings

• Contract Request Form

• Rights reporting

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Online Business and Fulfillment

Bundling Enhancements

• Bundle header IS the subscription

• Pricing and revenue allocation on components

• One subscription, not several in renewal and statistics

• More detailed revenue allocation (day level)

• Negative option on bundles

• Web services and message based services for bundles

• Combined with fulfillment at component

• Fulfillment changes in the running bundle

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Print and Online Subscriptions

• Fit for 90%+ sales via web platform• Fit for agency business

• Agency discount per price of a publication

• Customer hold from finance

• Grace period for online access in days

• ICEDIS standard interface

• Moving wall information

• Publisher's payment - commission service for publishers

• Web price indicator, immediate calculation as web service

• Authorization synchronization with web site

More to follow on Tuesday during the „NxGen & UNISON - Application Roadmap“ session31

Finance accounting and controlling

• Standard interfaces meet the expectations of all customers with an existing finance package solution in place

• Defined integration scenario

• Only converters mapping between standard interfaces and finance package are needed

• „Plug and Play“ Integration with SAP, Microsoft Dynamics NAV, and GP out of the Klopotek box

• Partnerships for the implementation of these finance packages with Klopotek

• Paradigm for GP, Raber + Maerker for NAV, Arvato for SAP

• Also SAP By Design Software as a Service for SMB!

• Payments management is an integral part of Order-to-Cash and will become a new and native module of the Klopotek software

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SAP Business By Design

• Not SAP R/3, SAP All in one, …

• A new software product from SAP for small and midsize companies

• A new alternative to NAV, GP for SMB

• Setup project for 36,000$ fix price, 10-20 users, 190$ / user / month, Software as a Service

• Klopotek – partner Denker & Lenker

• One of only 12 certified SAP partners for Business by Design

• Staff who has made SAP R/3 projects in conjunction with Klopotek software in the past

• Know the publishing industry and the Klopotek software

• able to run international projects

http://www.sap.com/sme/solutions/businessmanagement/businessbydesign/index.epx

https://sap.na.pgiconnect.com/bydquickdemo

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Technology

UC4 Automation Engine

• Enterprise Job Scheduling, fully integrated into Klopotek

• Scales from a very easy Klopotek-only scheduling to enterprise wide data center automation

• Replaces Q

• Automate tasks across the full scope of operating systems, from mainframe systems to Linux to Windows

• Automate any prerequisite tasks, from simple file transfers to complex job queues, ensuring first-time completion and reducing errors

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UC4 Automation Engine

• Introduces

• file transfers and SQL script execution

• Load balanced batch execution

• Event based batch execution and intelligent chaining of batches

• Implementation of auditable automation policies

• Klopotek V 9.8, patch 1/2011, February 2011 – switchable between Q and UC4, migration to UC4 does not require a n additional version upgrade

http://www.uc4.com/products-solutions/automation-engine.html

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Uniserv Address Validation and Deduplication

• Enterprise data quality solution

• Fully integrated into Klopotek address modules

• Works silently in the background

• Replaces Fuzzy! - Fuzzy can be used until 2012

• New: optional Software as a Service model (“pay as you check”)

• 220 countries, US KASS certified

• Klopotek V 9.8, patch 1/2011, February 2011(*)

• Switchable between Fuzzy! and Uniserv

• Migration to Uniserv does not require a version upgrade > V 9.8

• License model changes to „concurrent“ – advantage for most customers

• Upgrade fee Fuzzy -> Uniserve only 3000 € - 9000 €

http://www.uniserv.com/ 37(*) Uniserv for V 9.10 starts 1.1.2011

New GUI

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• Highly improved readability

• Shorter training period

• Consequent implementation of explicit functions

• Redesign of all forms

• Workflow and collaboration-orientation

• Task- and user-centric orientation

V 10 - New GUI

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� Development completed for PPM – SaaS Strategies

� Public launch at the Frankfurt Bookfair 2010

� Workflow / Task management in prototype

� V 10 compatible to V 9.8 – customers can switch without version

upgrade

� Available in

� English

� Dutch

� Swedish

� German

� French

Usability and workflow roadmap

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Roadmap to .Net

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Research

• Bizycle (completed)

• 7 Software-companies, Technical University of Berlin

• 7,5m € budget, ministry of education and research funded

• Goal: Development of model-based software development tools for software integration

• Bizware (starts September 2010)

• 9 Software companies, Technical University, Fraunhofer Institute

• 15m € budget, ministry funded

• Goal: Domain-specific-language based software development tools

• NxArt (ends December 2010)

• Software refactoring and enhancement project, refactoring software architecture and code

• Foundation for PCM, workflow / task management prototype, and message based services development

• Publicly funded by the Berlin government

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Klopotek Software as a Service

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Klopotek Software as a Service

• Klopotek Publishing Solution

• Pre-configured based on Best Practice

Business Processes

• Operated by professional data centers

• Internet-based, accessible 24/7 from

anywhere

• No in-house installation required

• Monthly fee

• No hardware investment

• No upfront license cost

• No maintenance fee

• Full service includes all technical and

professional services, all required

software licenses and maintenance

contracts

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Operating the Klopotek SaaS Publishing Solution (1)

• Data center (certified)

• Infrastructure and hardware

• Virtualized environment on a private or public cloud. Cloud separates software, database and data from other clouds

• All basic software licenses, such as operating system, network, virtualization, terminal server, and associated maintenance

• Oracle™ database system licenses and associated maintenance

• Microsoft Office™ licenses

• Security services, firewall, virus protection, protection against unauthorized access

Klopotek SaaS covers all operating costs, including the data center,infrastructure, all technical and professional services and all requiredsoftware licenses and maintenance contracts. In detail:

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Operating the Klopotek SaaS Publishing Solution (2)

• Backups and emergency recovery plans

• High-speed internet access point

• Klopotek software licenses

• Klopotek software maintenance and all related services; upgrades, updates

• Hotline / helpdesk with defined service levels and reaction times

• Webtrace: 24x7 internet-based issue tracking tool

• Administration of the infrastructure, hardware, basic software, database, Microsoft office, security services and Klopotek software

• Performance and service level monitoring

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Klopotek Software as a Service - Benefits

• Implementation is guided by Klopotek’s best practice business processes

• All standard processes covered by the software

• Benchmark for international publishers

• Implementation is simple, quick and cost-effective

1. Best Practice Business

Processes

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• Based on documented best practice business processes

• Minimal configuration

• Guarantees immediate availability, no customization

2. Pre-configured software

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• System is pre-configured and tested

• System runs in a professional 24/7 data center which is accessed via internet

• No infrastructure investment

• No annual maintenance fee for the software

• Monthly fee covers all services and licenses

3. Ready to use

4. Cost effectiveness

Pre-configured Software

5151

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Setup of Klopotek SaaS in 5 steps

1. Initialization of the system: settings like users, company name, etc. must be defined

2. Training by experienced consultants (including in-depth training material and training database with examples for standard use cases)

3. Data entry (e.g. addresses, products, contracts) – either manually or migration as an additional service

4. Integration: Klopotek integrates with other systems and comes with standard import and export interfaces

5. Support: Our consultants are available to support the publisher with their expertise and publishing knowledge

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And why this all?

To cover your requirements in even challenging situations

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By serving you

with appropriate tools!

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and to supply you with better tools.

Thank you for your attention

software and technology – development roadmap gregor wolf...

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