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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
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
Contracts, Rights & Royalties
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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
Contracts, Rights & Royalties
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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
Contracts, Rights & Royalties
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
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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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Klopotek Software as a Service - Benefits
• Based on documented best practice business processes
• Minimal configuration
• Guarantees immediate availability, no customization
2. Pre-configured software
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Klopotek Software as a Service - Benefits
• 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