Wallace – Digital Print on Demand with Personalized Content

1. Wallace – Digital Print on Demand with Personalized Content Steve Keca – Manager Digital Print Solutions

2. Wallace Overview • Printing Company – recently purchased by Moore • 80% Traditional Printing • 20% Digital Printing • Documentum Purchased in 1997 • Basis to store and drive all customer content • Initial solution developed by Xerox • In process of developing new print solutions

3. Example of Personalized Printed Materials • Financial Marketing & Enrollment Kits • Custom Brochures • Dynamic Proposals • One to One Marketing (direct mail) • Operational Documents

4. Wallace Vision • Provide client with internet based publishing tools • Upload their templates • Personalize the overall order data • Personalize the order graphics • Upload personalized data for the order • Verify and approve a proof • Wallace would print the order • All storage and management controlled through Documentum

5. 401k Enrollment Kit Offering • Had created solutions before • Custom Programming/No Documentum • Little customer control • Lost client to competitor • Looking for solution for this and other personalized items

6. 401k Packet Scenario End Customer (Putnam Client) Wallace Client Signs up for 401k Management from Putnam Putnam wants to print personalized a 401K Booklet for Quest Employees

7. 401k – Questions to personalize End Customer Order What is the matching percent? 5% 6% What funds are available for this plan? Stock Bond International Technology Other Company

8. Goals of System • “Wizard” Approach • Provide Client with admin and user capability to configure questions templates and answer questions (content management) for complex print pieces for each end customer from internet • Graphics • Provide Client with high-end graphic manipulation from internet • Data • Provide Client method to integrate individual data files to personalize content from the internet

9. Role of • Manage all digital content with version capability and security across end customers • Graphics and Templates • Questions • Printed Pieces • Actual Digital Print on Demand

10. 401k Process Flow Administrator – Customer or Wallace 1 – Create Graphical Template 2 – Create supporting questions (tie to Graphical Template) Execution – Customer 3 – Answer Questions for Specific Order 4 – Modify Graphics for Specific Order 5 – Merge Data for Individual Booklets within order

11. 401K – Data to personalize Booklets within Order Bob Smith Phil Jones Bob Smith Phil Jones Wendy Johnson Tom Kohn Wendy Johnson Tom Kohn

12. Demo

13. Project Timeline

14. Major Components • Documentum 5.1 • WDK, DFC 5.1 • Dynamic Forms Infrastructure from Technology Services Group • XML based configurable Questions • PageFlex mPower • Designer, Producer and .EDIT

15. Significant Challenges • PageFlex integration complex • XML based but required significant effort to update correctly • Applet running across internet • Firewall and proxy issues • Scope Control • Clients want all functionality (asking for more) • Performance • Large graphical files (can be up to 200 meg for one file)

16. Future Plans • Workflow Approval • Based on Question Flow • Forms • Spell Check, Edit Masks, Reuse across orders • Further Integration with Graphical • User based Logos • User based columns and roll-over • Data - More Personalization • Adding Pages/Text/Graphics based on demographics and geographics (Age, Location, Gender)

17. Contact Information Steve Keca Email:skeca@wallace.com Phone: 630 313 7183

18. 401K – Graphics to personalize End Customer Order (steve – add other logos as you think necessary)