The following describes the features and functionality of the ePublishing Enterprise Publishing System and Services including Design, Integrations and Content Migration included in an ePublishing implementation.   Items included here are covered by the implementation fee and license fee.  For additional items your ePublishing Solutions Manager will provide a Statement of Work including a cost estimate.  

Services

Solutions Manager

• Kick Off Design and Implementation
• Project Management
• Communications
• Ongoing Point of Contact with ePublishing Design & Development

Design & Implementation Process

Kickoff Meeting

Strategy review and planning; Systems environment setup, Integrations Discussion

Information Architecture

Your Solutions Manager will work with you to understand your priorities, messaging, “value-add” and differentiators. We conduct assessments to guide content architecture with intuitive information flow and structure, to promote ease of use, and  promotional funnels.

Design Consulting

Responsive Design tailored to maximize performance of key features across platforms: web browsers, tablets, and mobile devices:

• Emphasize revenue-generating features
• Restructure pages to increase page views, eCommerce purchases and time-on-site
• Reposition ads and sponsorships to maximize value
• Feature value-added content prominently: blogs, awards, etc.
• Create page templates to allow easier browsing, sorting, and viewing of premium content: excerpts, interviews, reviews.

Design Process

1. Homepage:

• Wireframe of homepage in landscape view
• Wireframe of homepage in portrait view (if important to client, price needs to reflect it)
• Wireframe of homepage on mobile view (if important to client, price needs to reflect it)
• Internal review
• Delivery to client
• 2 rounds of review
• Client approves wireframe
• Design of homepage in landscape view  
• Design of homepage in portrait view (if important to client, price needs to reflect it)
• Design of homepage on mobile view (if important to client, price needs to reflect it)
• Internal review
• Delivery to client
• 3 rounds of review
• Client approves design

2.  Implementation Phase

3. Internal Pages

• Design of an article or 1 page of client's choice in landscape view
• Review of 1 interior in portrait view 
• Review of 1 interior in mobile view
• 1 round of review

4. eMail Newsletter Template Design

Integrations

eMail Service Provider

ePublishing Registration Data with ESP Contact Database/List Synchronization & Management

ePublishing EPS content flows to eMail template(s)

eMail is sent from publishing system, delivered by ESP

Fulfillment Integration

ePublishing - Audience Management

Overview

An integration to synchronize audience data gathered on an ePublishing client site creates the opportunity for single log-in to access premium content, subscribe to newsletters, create a profile, modify subscriptions to non-newsletter publications, and make other purchases.

A typical integration description appears below – including all the associated real-time and batch processes.  These processes include both Fulfillment provider and an Email Service Provider.

Data

ePublishing and your fulfillment provider will work together to map the appropriate fields between the two services to keep reader / subscriber records maintained in as close to real time as possible.

Processes

• New Reader Registration                   
• Newsletter Subscriptions
• New Subscriber Workflow                           
• Online Subscriber Profile Updates
• Paid Subscription Renewals                         
• Online / Print Subscriber Updates
• Nightly Batch Process Update

Subscription Types

1. Online & Print: The reader has access to the Premium content on the site.
2. Online Only: The reader has access to the Premium content on the site. 
3. Print Only: The reader has NO access to the Premium content on the site. 
4. Registered Online Free Trial: The reader has access to the Premium content on the site for a limited period of time.
5. Registered Print Free Trial: The reader DOES NOT have access to the Premium content on the site. 
6. Registered Only: The reader can sign up for email newsletters but does not have access to Premium content on the site.

Subscription Status States

• Active:  Reader (with appropriate subscriber type) is able to access locked sections of the site.
• Suspended:  Reader  (with appropriate subscriber type) is able to access locked sections of the site.
• Cancelled:  Reader is blocked from accessing locked sections of the site.  The reader is directed to messaging regarding renewing / subscribing.

Use Cases for Fulfillment Integration

Subscription Expiration Data

This information is sent to ePublishing from the fulfillment provider updates.  When the expiration date occurs, the reader will no longer be able to view premium content on the site.  The publisher is responsible for contacting the user to renew.

Free Trials for Registered Readers

New visitors who register on the site will have temporary access to all Premium Content for a period of time specified by the publisher.

When the expiration date occurs, the reader will no longer be able to view premium content on the site.  The publisher is responsible for contacting the reader to renew.

Newsletter Subscriptions

Free newsletters do not have an end subscription date.

Fulfillment & ePublishing Reader Authentication & Updates

A reader’s email address, password and fulfillment provider's customer ID will be used for identifying individual readers for the processes indicated in this section.  A combination of profile pages (provided by ePublishing) and subscription processing pages (provided by the fulfillment provider) will be used for the different processes a visitor / subscriber might undertake.

Note: Any fulfillment provider hosted pages will be displayed within the main site using an iFrame.

Data Migration: Legacy Content, Archives, Audience Data

Review samples of all data types

Prepare scripts to upload data - articles, images, video, pdf's, tools - to ePublishing database

Client delivers content in required format(s) 

Initial Upload

Pre-launch Upload

Enterprise Publishing System Tools, Features, Functionality

Dashboard

Each website dashboard will provide a single online point of access to all ePublishing tools and links to 3rd party providers.

3rd Party Links may vary, but typically include:

• Ad Server
• Email Service Provider
• Analytics Provider
• Basecamp
• ePublishing Support Desk

Search or Browse all tools for content in the database

ePublishing Editorial  Tools

Article Manager

General Edit Menu

WYSIWYG tools to create and update articles, insert media, links, manage fonts and formatting and post to website.  Create pagebreaks or add article body sections. Editors can also enter and work in HTML.

Publish/Unpublish button: upload or remove article from website

Dropdown menu includes:

General editing tools, Supplemental editing tools, Related, Product, SEO, Social Networking, Comments, Media, History

Required Field: Headline

Optional Fields: Kicker, Sub-Headline

Taxonomy: ePublishing will create a custom taxonomy list during implementation; admin users can update taxonomy as needed from the article tool or the taxonomy manager.

• Associate content by author
• Associate by topic and/or eMail newsletter or alert, RSS feed, Topic Page, Search results
• Designate Site Placement: Featured position, eg.
• Designate Classification: Free/Premium, Require Registration, Subscription

Keywords: click link to generate a list of keywords for each article.  Editor can select from lis or create additional keywords t to add or mark as noise.

Media Manager: upload, resize, create border/padding for images and video in WYSIWYG interface or using separate links to Media Tools

Source: indicate source title and url.

Post/Pull date: Select Time and Date to post article on website.  Pull date will remove article from site, but it will remain in content database.

Summary Data:  Wordcount;  View Count, eMail Count, Vote Count/Average; Comment Count 

Supplemental Edit Menu

• Index Checkbox
• Allow Talkback (comments) checkbox
• Publication: associate article with publication title, volume, issue, date, page (does not export)
• Taxonomy tools: Classification and Topic (see description above)

Related:  Override function to associate article with other articles, blog posts, classifieds, directory listings, products, events by selecting Generate Related Content and selecting from database results.

Product: Assign ID and Price to sell article as a pay per view product

SEO: Built in optimization tool automatically creates editable search engine friendly url and page header, meta keywords, and meta data

Social Networking: Automated feed to one or more Twitter accounts generates 140-character headline and shortened url

Comments: Manage comments for each article: tool presents comments for review, editing, deletion or mark as offensive

Media: Access Media Manager to upload/insert images, video, files

History:  Retains each version of article, review previous versions, revert to previous version.

Pagination

Create page breaks in articles and other content to increase pageviews and facilitate printing. Adminsitrative users can set breaks manually; default setting is for present complete article on one page.

Blog Tool

Create one or more blogs: assign title, author(s), taxonomy, image(s), review and manage comments, create and manage navigation links (blogroll).

Blog Post Tool

Create and Manage posts for each blog using tools similar in appearance and function to Article tool.

Create, update and manage blogs in the EPS to deliver the content to one or more blog posts. Includes categories, blog roll and related topics. Readers can post comments directly or following editorial review.  Posts can appear in search results and in related content on article pages.

Search for existing posts by Blog, Date, Topic, Keywords, Author

Export all or selected posts

Web Links: create and manage blogroll of related sites/blogs.

 Taxonomy System Automated, Dynamically Related Content 

The taxonomy tool supports four functions:

1. Associate all content on the site via semantic tagging.  Semantic tags appear as links to topic pages and determine what content is presented automatically on article pages and in search results.
2. All articles or posts can be associated with its author to present a list of recent articles by each author.
3. Determine site placement, such as Featured Article.
4. Designate delivery channel (eg, RSS, eMail).

Articles, events, special reports, products, and other content can be placed on     one or more pages or sections of the site as related content using automated taxonomy tools.

Content can be related by topic, author, type, and other criteria, without cutting and pasting.

Related Articles, Related Resources - products, events, blogs

Present resources - Articles, Blog Posts, Events Buyers Guide listings and Products - related to each article based on taxonomy tagging.  Automatically generated lists of links to related resources can increase page views, time-on-site, and brand/site loyalty.

Topic Pages

Present content related by topic, author, or type automatically on a dynamically-generated page, without cutting and pasting, based on taxonomy terms selected by an editor or administrative user.

Links placed at Article or Blog Post header or in a Product Page allow readers to view all articles on a specific topic, company, author, and view products by type, media and topic. 

RSS

Create and manage RSS feeds by tagging articles using the taxonomy tool to associate articles and posts with specific feeds.  An RSS icon is placed automatically on Topic Pages. 

Community Features

Community features can enhance brand loyalty and increase sales, page views and time on site.  Select from one or more of the following: 

• Comments: for articles and blogs, including tools to notify admin when comments are posted, for editorial review of one or all comments.
• Polls: Create polls with one or more questions/answers, present immediate results to support user voting.   Polls can be run of site or tagged to only show up on a given page or section
• Article/Content Rating by Readers, including top-rated articles
• Product Rating by Readers, including top-rated products

Social Media Integrations

Post Article or Blog Post headline and shortened URL to one or more Twitter accounts from Article or Blog tools.

Place Facebook and one or more Twitter account feeds on homepage and/or interior pages.

Social Media Sharing

Facebook, Twitter, Linkedin, Pinterest, Google+ and other social media:  Article headline, teaser (summary) and link back to site will automatically be placed in registered readers' social media and bookmarking sites. 

eMail-a-friend & print this article

Social Media Sharing  links include printer friendly pages and  emailing options.

Tag or select articles, including images, video, ads, and embedded links for multiple content types - articles, events, products, blog posts - and to place in selected eMail template(s).

Create, test and send newsletters, Alerts and marketing emails from EPS newsletter tools.   

ePublishing will provide Responsive design for each eMail template.

Templates may be repurposed for additional titles using identical layout; new format or layout requires an additional template.

Link to eMail Service Provider account from EPS dashboard to create reports, and manage lists.  Integration includes list synchronization; as readers register on site, reader account information is synchronized with eMail lists.

Search, Advanced Search

Search all site content and archives based on date, author, taxonomy and keywords. Present headline and summary, and include targeted ads, cross-sells, and other content on the results page.

Search results can be sorted by relevance, date, or product/content type. 

Search Results Page is organized by tabbed content categories for Articles, Pages, Blogs, Products, Directory Listings/Buyers Guide Listings and Events.

Browse By Topic

Navigation links allow readers to browse articles and other content based on topic or content type.  Administrative users can create and manage site navigation links.

Page Manager

Create new landing pages, product and marketing pages using WYSIWYG tools requiring no programming knowledge required. Alternatively, admin users may work in HTML.

Select from existing page templates and use taxonomy to select layout - No Sidebars or Blank Page - or designate as secure to require registration.  

Events

Create and manage events including a detailed description, images, video and links.

Calendar page presents a listing of events by multiple date ranges: day, week, month, 3 months, 6 months and archived events.  

Event Tool functionality includes: 

• Create Events; include Title, Category, Date, Location, Description, Price(s), Logo, Speakers, Sponsors, Contact, and Links.
• Assign event categories to allow readers to search and view events related by topic on a calendar in a single view.
• Event registration and payment are handled via the shopping cart.
• Capture registrant data in Audience Management database; synchronize with eMail Service Provider and Circ/Fulfillment system.
• Send confirmation eMail, reminders and updates to registrants when email tools are integrated with email service provider.

Buyers Guide/Directory System

Create and modify listings including company name, profile, links, products, downloads, video, awards, and logo/image.  Sell tiered listings, with sponsors paying via Shopping Cart for Free, Premium, Directory Sponsor level listings.

Companies/Sponsors can upload and manage the following features via a self-service form.  Listings content can be updated with the Buyers Guide admin tools:

• Company description, logo, url
• Product Listings
• Video/Image galleries
• Downloads
• Brochures, Awards
• Articles
• Events
• RFQ form

Classifieds

Create and manage classifieds for use as a Job Board or for Product/Service offers.

Create listings by topic, type and company.  Classifieds are integrated with eCommerce to allow users to pay for, create and manage listings.

Gated Content/ Metered Paywall

Tag content using the taxonomy system as free or requiring registration or payment.  Search results can present free and restricted content. Links to restricted content can prompt unregistered users or non-subscribers to register and/or pay.

Fully customizable metered paywall:

• Adjust number of articles accessible prior to subscription or registration prompt.
• Tailor subscription offers to your audience.

User Management & Audience Management/ Audience Behavioral Data

Manage administrative user roles and privileges to control tools access for editorial and marketing staff and external contributors.

Create and manage site registrant demographic data, email address, passwords, trials, subscriptions, purchases, free newsletter signups, and content preferences.  Add custom data fields such as email preferences or budget.  

Site visitors can create and manage an account through forms accessible via My Account link displayed on each page.

Overlay demographic information and purchase history with individual behavioral data on site – articles viewed, downloads, frequency of visits – to segment audience and target editorial and marketing tactics.  Create and export reports, segment groups, export data, groups.

Calls to Action – Audience / Registration Management

Create links to content sample pages, subscription page, and registration forms to gather and manage registrant information. 

eCommerce

Catalogue:  Create a product catalogue of physical and digital items; sell books chapters, pages, reports, premium content, subscriptions, downloads, webinars, and conferences in a user-friendly shopping cart.  Process payments securely via authorize.net.

Create purchase and subscription options, including pay-per-view articles, monthly subscriptions or site access.

Offers:  Create and test special offers and discount codes applied to one or more products, shopping cart or a specific date range.

Create and offer discounted bundles

Display most popular products

Display products related to other products & content

Customers can browse by Topic, Media, or Category.  Products related by taxonomy can be presented on Article pages.

Shopping Cart:  All transactions will be handled on a secure page on the site; users are not directed to a new site to allow for Analytics tracking, up-sells and other related promotions.  Check out process is streamlined and intuitive.

Contextually Related Content & Products: Using ePublishing’s taxonomy tool, products can be tagged to present content and related products, reports, events, books, web conferences, video, and other paid or free content. Sites associating product and content typically see dramatic sales growth, compared to simply providing a separate product catalogue or marketplace.

Products will be managed within the ePublishing EPS – books, DVDs, PDF downloads, free newsletter subscriptions, and other products included in the site catalogue will be handled through a shopping cart implemented for the site. Credit card transactions will be handled via authorize.net.

Site License & Library IP Access

As an optional service not included with our standard implementation, ePublishing will provide a tool that allows you to set up new libraries/site licenses within the system – including login information for readers and the librarian/manager.  The ePublishing system site will then automatically allow access to all content for users in that IP address range.

Advertising Management

Using a 3rd party ad server of your choice, manage advertisements and campaigns, place and rotate ads in zones on the site and in mobile/tablet versions of the site; place ads in emails, create and download reports.

As part of our implementation service, ePublishing will tag your site for your Ad Servers – 24/7 Real Media, OpenX, Adstream and many more to place targeted ads related to content on the site.

Site SEO

Site design includes the creation of pages to support SEO tactics, including making all site content, including pdf files, available to search engine spiders, PPC and email marketing landing pages. 

Design elements including breadcrumbs, topic pages and other internal links improve content visibility to Search Engines.

The ePublishing EPS automates keyword analysis and associations for each article, and ensures that each article and other content includes Search Engine-friendly url, browser title, meta description and meta keywords – ensuring all updates are Search Engine friendly. 

Google Sitemap

As new pages are developed or existing pages revised, the site map protocol is created or changed nightly. ePublishing also develops the supporting robots.txt file. The robots text directs Google, Yahoo!, Bing, MSN, and ASK.com as to the location of the sitemap protocol so you do not need to submit after every update. Simply working in the system is all that is required to make the Search Engines aware of your content.

Report Center
Track site data to further enhance content and UI. Report lists can be generated and posted to the site:

• Most Popular Content
• Most eMailed Content
• Most Viewed Content
• File Download History
• Most Viewed Products
• Most Recent Search Terms
• Directory Listing Views, Viewed by

Web Analytics

Track user behavior on the site using Google Analytics or other Analytics package. Site redesign will include base tagging of all site pages for site Analytics.