nirva mambo tutorial en

Brief definition

Complete Web-based infrastructure to allow functional people to:– rapidly create variable, industrial document templates from a blank page– share it alongside its resources (paragraphs, images, etc.) with authorised staff

and then for end-users to:– Personalise documents – Print/send individual or high volume mail-merged documents to industrial production sites

Targets

Organisations– Blue chip to Mid-size companies– Channel network companies (franchises, national federations of..., branches, partners...)

Industries– All industries (banks, car, distribution, interim, ...)– Call centers

Users– Sales managers (proposals, targetted mail shots)– Marketing managers (mailshots, personalised brochures, ...)– Customer services managers (productivity letters)– Finance managers (payment letters...)– HR (response letters, job descriptions/adverts...)

Client business benefits

Reactivity in the document creation process– Simplicity– A few minutes for a variabilised and conditionned document vs days with doc comp.– Complete autonomy (from a blank page to proof & production) - no need for technical expert

Power of industrial infrastructure– Document composition (Compart, PrintNet, Doc1, Dialogue 6...)– High volume print production (internal or outsourced)

Handle 80% of the corporate documents– Marketing– Business– Unitary, mail-merged– Variabilised and conditionned

Examples of documents

All types of documents with– Text, images, logos...– Variable objects

Business Documents– Letters, fax, memos...– Reports, contracts...– Bills, statements

Marketing documents– Mailings, emailings– Posters, flyers...– Web sites

Client business benefits (2)

Control the quality of the documents– Share versionned objects (paragraphs, images, signatures, inserts, etc.) in a central library– Validation process– Real-time proof– Production traceability

Productivity increase– Unique, easy-to-use Web interface– Self-sufficient business users– Immediate availability of the documents & their content– On-the-fly delivery

Drastic costs reductions– Industrialisation of the production– Postal reductions – Limitation of intermediaries, no BAT exchanges

Client business benefits (3)

Scalability & performance– Based on the power of document composition tools– Nirva Application Platform

Cross channel delivery – Post– Recorded post– (certified) email– Archive

Multi-media – Mail– Email– HTML– SMS/MMS

Strengths of the Nirva solution

Template creation process without technical skills Simplicity of the experience Unique objects repository for all documents, all channels (paragraphs, images, etc.) Complete infrastructure (security, creation, personalisation, library, proof, billing, etc.) Compatible with major existing composition tools Completely customisable

– Interface– Parameters

Independant from– Document composition tools– Outsourcers/internal infrastructure

Compatible with the existing infrastructure (AFP, PDF, IJPDS, VPS, etc.) Non intrusive, easy to deploy

– No client installation– Limited training

Strengths of the Nirva solution (2)

Multi-sites, multi-clients, multi-processes High volumes Multi-platform (Windows, Linux, Solaris, HP-UX, AIX) Power and flexibility of the Nirva application platform

– Extend functionalities of Track & Trace– Integrate and automate document processes and infrastructures

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Creation of a model

This is the experience of the “document adminstrator”, for instance someone at the headquarters: – Marketing manager– Sales manager– Legal representant

The following screens illustrate the 4 steps required to create a new document model from a simple Web page: 1. Creation of a blank page.2. Creation of the structure of the document.– Association of values to each zone (images, paragraphs).– Definition of presentation options to the end user.

Connection to Mambo Enter your identifiers.

Choose “create” a model.

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Step 1: creation of a blank page Give a name to

your model

Select the desired options.

Your “blank page” is ready.

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Step 2: creation of the structure of the page Select icon and draw a zone to

host an image or logo on your blank page.

and draw a zone to host text.

You can move and redimension your zones with your mouse.

Step 3: Selection of the values for the zones Give a name to your

zone and then Click on to

select the values that will populate the zone.

Do the same for each zone one by one.

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Choice of the values in the objects library Depending on the format of the zone (text or image), the appropriate content is presented.

Select the desired paragraphs or images.

Validate your selection1

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Enter a new object in the library

You can also enter a new object in the library on the fly.

Entrance of a new object in the library

Name and define the image or paragraph.

For paragraphs, type or copy it in, format it and insert variables if required.

Validate and the object is saved in the library.

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Step 4: presentation options for the end user Select

a zone Define the

personalisation options

Type in instructions to help the end user.

Validate each zone before you move on to the next one

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Step 4: Load a thumbnal of the document

After the validation of the last zone (previous slide), selct an image best representing your model (PNG format with a size proportional to the real file) by clicking on

Generation of a proof in real time (PDF)

On any of the pages, select the icon to see a real time PDF proof.

The creation of the model is done

The model is now available online to all users with the appropriate rights. It can now be personalised.

Personalisation of a model

We are now going to discover the experience of the end user, for instance a sales person at a branch, subsidiary, dealership or franchise.

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Personalisation Enter your

connection identifiers.

Choose “personalise” the model.

Let the screens guide you.

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Choice of the model to personalise

Choose the model to personalise

Personalisation of an image zone

Choose an image amongst the proposed choice.

Click on the large image at the bottom to access the image modification menu.

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Personalisation of a paragraph zone

Choose one or several paragraphs for this zone. Reorder them if necessary.

If you want to edit or format the text, check the “edit text” if you have the right to do so. You can modify the text directly in the bottom part of the screen, but only with the options allowed by the document administrator.

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Once the personalisation finished...

Generate a real-time PDF proof.

Launch your order.

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Select recipient(s) for your document

Add recipients by importing a CSV file, by selecting recipients from the contact libray.

Select a CSV file on your desktop and click on “import”.

Fields mapping Map the fields from

your CSV file with the variables used in the document.

Select the recipients to suppress and click on “delete”

Once the operation finalised, click on

Delete recipients in the list

Selection of recipients from the library

Choose amongst existing recipients/contacts

Or add new contacts

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Finalising of the order

Choose your delivery options and click on

Choose your payment options and move to the next screen.

Generate the personalised proof

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Generation of the personalised proof

Orders tracking for end users

Click on “My orders” to follow the status of your orders.

BMW: Creation of the model

Creation screen for the model with 3 images available in the image zone and visible variables.

Time to design, test and publish: 30 minutes

BMW: the personalisation phase

The personalised PDF proof generated in real time

Gaz de Bordeaux: an example of business document

The creation screen of the document with the variables visible

The associated proof

Time to design, test and publish: 2 hours

Decathlon: An example of a marketing mailer

The creation of the model with the variables visible.

The PDF proof

Time to design, test and publish: 40 minutes