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TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
TRADINGBELL COMPANY PROFILE
PRODUCTS & SOLUTIONS
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
TRADINGBELL COMPANY
PROFILE
HISTORY
TradingBell Inc. is a premier provider of software and services
that help manufacturers, distributors, wholesalers and
catalogers manage their product content efficiently and
deliver consistent product information to their customers
across various marketing channels.
TradingBell provides flexible state-of-the-art software
products to collect and manage product content in a central
repository using a database and automatically publish to
Print, PDF, Web, CD-ROM and other XML systems. The
company also offers custom services to convert existing
catalogs from any format, including paper, to electronic
format. TradingBell helps organize extensive product-related
data in a central repository, format and manage the data, and
publish to multimedia (e.g., Print, Web, CD-ROM, e-
marketplaces, etc.). Value added requirements include
integration of these complex product catalogs with order
processing systems and other supply chain systems (e.g., ERP,
financials, etc.).
Organized in 2004, the company began with an engagement
with a large client, the R.E. Michel Company, headquartered
in Baltimore, MD in assisting them in solving a complex
product catalog management problem. With over $1 Billion
in product sales, this leading global distributor of HVAC
components required a comprehensive, automated approach
to its manual driven processes for creating, managing,
publishing, and updating a 1,200 page product catalog. After
several iterations of its products and services, the TradingBell
technology and business process outsourcing solution was
developed over a period of four years. During early 2004,
TradingBell released its initial version of the CatalogStudio
System for catalog management and publishing.
TradingBell is headquartered in Vienna, VA in the Washington
DC high technology corridor. All management, sales &
marketing and technical support are based at its
headquarters location. Overseas, the company has a
TradingBell branch office that hosts a research and
development center, and a data conversion/ QA facility. The
company employs about 60 people that includes executive
management, sales managers, software engineers, data/
content editors, and administrative/ support personnel.
TradingBell has about 100 active clients across USA, Canada,
China, UK and Australia with over 400 users, which are
actively using TradingBell products and services to manage
and publish their product information across media.
TradingBell clients represent various industry segments that
include HVAC, Electronics, Health Care, Marine Supplies, Arts
& Crafts, Energy Equipment, Veterinary Products, Housing,
Pool & Spa Supplies, Sporting and several others.
CATALOGSTUDIO ADVANTAGE
Comprehensive Solution – CatalogStudio System is an
integrated solution that enables the creation of marketing
materials in print, CD, PDF, and web format. In addition,
CatalogStudio manages the entire design-to-production-to-
publishing process, and it maintains a centralized content
repository that can be used to provide content for many
types of marketing materials, including catalogs, postcards,
direct mail, and collateral.
No other product content management solution offers
broader or deeper functionality.
Price-performance – The CatalogStudio System is built and
priced to serve the needs of mid-market companies.
TradingBell customers gain the ability to create materials that
match or exceed marketing materials created by their largest
competitors across channels. In addition, the CatalogStudio
System has consistently demonstrated a strong return-on-
investment within 12 months of deployment. Larger
companies with highly advanced product content
management needs are now evaluating CatalogStudio as an
alternative to large-footprint, large-price tag product content
management solutions.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
CatalogStudio System offers the most value for the money
for mid-market B2B companies.
Deployability – CatalogStudio System is deployable both as a
customer-premise or hosted solution. In addition, the next
version will support global deployments in multiple languages
– enabling companies to manage the messaging and content
of marketing materials globally.
TradingBell offers the most flexible deployment options in
the product content management market.
Full lifecycle services provider – In addition to world-class
software, TradingBell offers a broad suite of services
delivered through its India-based team that enable marketers
to both create marketing materials quickly and maintain and
update materials over time. Frequently, TradingBell can
create better materials more economically than its
customers.
TradingBell is the only product content management
software provider to offer cost-effective services that ensure
that its customers will be successful.
STAFF EXPERTISE
Technical and Professional Services Staff. TradingBell has
established a strong team of 60 professionals, including
engineers, project managers, support engineers, and data
conversion specialists. Research and Development is
managed by a Director of R&D, who has over 18 years of
experience and brings specific knowledge in content
management and publishing industry. A Senior Manager of
Projects, who has over 10 years of experience in business
process outsourcing and project delivery, manages
professional services efforts.
CUSTOMER CASE STUDIES
Case Study R.E.Michel Company: R.E.Michel Company is one
of the largest wholesale distributors of HVAC equipment in
the country. R.E.Michel stocks and sells over 50,000 products
and parts and has a 1100 page catalog, which is used as the
main marketing resource for the company. R.E.Michel
decided it is in need of a central database to store all the
product information and employ tools to get the data
published to print and online media quickly. The Company
could then publish its catalog every year with minimal effort.
With the use of TradingBell software, R.E.Michel has achieved
the goal of managing its product assets in a central repository
database and make quick and last minute changes to the
product information before the catalog is published.
R.E.Michel is also using the same central product repository
to provide an online catalog to its customers.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
Case Study W.W.Adcock Inc. W.W.Adcock is one of the
largest distributors of Pool & Spa Supplies. The Company sells
over 20,000 products and had an outdated product catalog
and no product database. With the implementation of the
TradingBell software and utilizing the turnkey catalog
publishing service, W.W.Adcock was able to publish its first
database-driven print catalog in less than 3 months. In 2005,
the Company published its second version of the catalog in
less than a month. The Company also has plans to web-
enable the catalog database and to provide eCommerce
capability to their customers.
Case Study - The Paper People: The Paper People is a school
supplies distributor located in Woodbridge, Virginia. The
Company had limited in-house resources to publish its own
catalog. The Paper People outsourced the entire catalog
publishing service to TradingBell and have plans in the near
future to acquire the software and to add resources to
manage publishing in-house publishing. In a very short
period, TradingBell converted the catalog data into
TradingBell database, designed the catalog using
CatalogStudio software, printed the catalog using its printing
partner -Progress Printing, Inc., and delivered the catalog
books. “
CUSTOMER TESTIMONIALS
“My company needed a catalog solution that was fast,
flexible, reliable and cost effective. TradingBell provided tools
and services that expedited our catalog process, helped us to
manage our raw data, and will allow us to provide our
customers with new and innovative catalog media.” – Seth
Fluder, W.W.Adcock Inc.
I have received the printed catalogs and they look great. It is a
good foundation for future publications!” - Joseph R Meteyer,
The Paper People Inc.
“Your software reduced our catalog production time from 90
days to less than a week. Because the software links to our
database we eliminated hours of revisions to ensure accuracy.
The support people we worked with were extremely patient
and understanding and worked tirelessly to help ensure our
catalog was produced on time. We looked at other product
offerings and TradingBell clearly stood out from the pack. I
would recommend the TradingBell software without
hesitation.“ - - Kerry Allman - Indaba Trading:
“We are happy with the In-Design functions of the software
and the ease of use with the two way updates for last minute
corrections.” - - RC Hagan Pet Supplies
"I investigated several catalog content management
programs before deciding on TradingBell. It is very
sophisticated, so obviously there is much to learn. Once you
get to understanding how it works, it is very user friendly.
There is no other program that exists today that offers such
rich features and ease of use." - - CatalogStudio user, Orange
County, - CA
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
TRADINGBELL PRODUCTS &
SOLUTIONS OVERVIEW
CatalogStudio System provides multiple tools to publish
product content efficiently while retaining the creative
aspects of the publishing process. The key capabilities of the
CatalogStudio System are:
Content Management -- Manages product content in
support of multi-channel marketing campaigns.
Catalog Publishing – Publishes catalogs, collateral, and
other marketing content to print, PDF, CD, and the
Internet.
Connect with Customers
– Produces custom
deliverables for
marketing campaigns
based on content from a
Company’s master
content repository.
Collaboration – Enables
the exchange of catalog
data to support
eCommerce transactions
generated over the web
with other enterprise
applications.
Application Access – Critical functions such as access to
the product repository and report generation is available
from different locations and on different platforms. For
e.g., product content can be accessed on a local network
as well as over the internet.
Administration and Reporting – Provides the ability to
perform complex administration functions such as
security, content structure manipulation and monitoring.
Template driven reporting functions are available within
the product repository and through the web.
Product Content Management
CatalogStudio Product Repository - As a foundation for the
CatalogStudio System, this powerful system provides all the
features needed to create, manage and maintain all product
content in ONE central repository. Major components include
content management, import/export tool, PDF catalog
publisher, reporting, work flow manager and security.
Parts Catalog Content Management & Publishing
Create and manage complex information about parts and
accessories in the central database and publish to multiple
media. Ability to store unlimited number of specification,
images, CAD drawing and video files to each part. Cross
associate one part to multiple
groups and configure
different views of the parts
based on use. Store multiple
key/reference numbers for
the same part.
Print Publishing for Product
& Parts Catalogs
A robust plug-in for Adobe
InDesign to create product
catalog pages using content stored in the CatalogStudio
Product Repository. Create hundreds of catalog pages using a
template or user drag and drop method to create custom
catalogs or flyers. Automatically applies styles, colors and
table styles. Bidirectional update - InDesign pages can be
updated from the database with new content or changes
made in InDesign can be updated in the database.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
Web catalog with eCommerce
Complete tool kit that provides the ability to create complex
web catalogs with search, navigation, shopping cart,
configurable email notification engine, eCommerce and store
administration. Easy to customize the look and feel to
integrate with existing website design.
Searchable CD Catalogs
Fully searchable CD catalogs with complete tree navigation,
in-built shopping cart for taking orders or can be used as
purchase order system. Customizable interface to change the
look and feel to accommodate branding requirements, link
products from CD to web shopping cart.
CATALOGSTUDIO ADVANTAGE
Comprehensive Solution – CatalogStudio System is an
integrated solution that enables the creation of marketing
materials in print, CD, PDF, and web format. In addition,
CatalogStudio manages the entire design-to-production-to-
publishing process, and it maintains a centralized content
repository that can be used to provide content for many
types of marketing materials, including catalogs, postcards,
direct mail, and collateral.
No other product content management solution offers
broader or deeper functionality.
Price-performance – The CatalogStudio System is built and
priced to serve the needs of mid-market companies.
TradingBell customers gain the ability to create materials that
match or exceed marketing materials created by their largest
competitors across channels. In addition, the CatalogStudio
System has consistently demonstrated a strong return-on-
investment within 12 months of deployment. Larger
companies with highly advanced product content
management needs are now evaluating CatalogStudio as an
alternative to large-footprint, large-price tag product content
management solutions.
CatalogStudio System offers the most value for the money
for mid-market B2B companies.
Deployability – CatalogStudio System is deployable both as a
customer-premise or hosted solution. In addition, the next
version will support global deployments in multiple languages
– enabling companies to manage the messaging and content
of marketing materials globally.
TradingBell offers the most flexible deployment options in
the product content management market.
Full lifecycle services provider – In addition to world-class
software, TradingBell offers a broad suite of services
delivered through its India-based team that enable marketers
to both create marketing materials quickly and maintain and
update materials over time. Frequently, TradingBell can
create better materials more economically than its
customers.
TradingBell is the only product content management
software provider to offer cost-effective services that ensure
that its customers will be successful.
TRADINGBELL SOFTWARE
ARCHITECTURE AND
TECHNOLOGY
TradingBell uses the state of the art technology to develop
catalog software solutions. Applications are designed using
Microsoft technology with standard user interfaces for
desktop, web, and server based solutions.
Key technologies used include:
Open architecture catalog database implemented using
Microsoft SQL Server database engine.
Catalog software products were developed using
Microsoft Windows & .Net Technology, SQL, VB.Net,
C#.Net, C++, Adobe InDesign SDK, Mac OS, AJAX / Atlas,
XML, XSL, HTML & IIS.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
Microsoft SharePoint Services are used for R&D team
collaboration, software testing and quality control.
Web based customer support portal for trouble ticket
tracking, knowledge base, and user guide.
Extensive training guides for all software modules
available on print and online.
Extensive database of sample catalogs (over 100 catalogs
in 25 different industries) and production quality catalogs
developed for demonstrations and QA testing.
TRADINGBELL CONTENT
SERVICES
TradingBell provides multiple types of professional services to
assist customers in migrating and adopting an automated
content management using the CatalogStudio System.
Services fall into two, broad categories: Initial conversion to
and stand-up of an automated PCM approach and on-going
services that minimize cost and speed time-to-market.
New customers can shorten the learning curve and speed up
the process of gaining the benefits of CatalogStudio. Typically,
companies maintain and capture product marketing
information from multiple sources, including ERP systems,
existing catalog pages in static format like PDF, Word
documents, Excel spreadsheets, Access database,
QuarkXpress or InDesign files, or in paper catalogs.
Companies can take advantage of the JumpStart program,
and have all the data converted and loaded into the
CatalogStudio System and then cleansed, normalized and
prepared for publishing in various media. As part of the
JumpStart program, TradingBell can optionally publish the
initial print, CD and web catalogs for customers and make a
graceful transition from any existing process or system.
Content Creation / Conversion – Product information is
consolidated and structured in a central database for
effective product information management and successful
marketing of customer’s products. TradingBell offers multiple
services that facilitate this effort:
Analysis & Project Planning: TradingBell conducts a
detailed analysis of customer provided content to ensure
data is complete and accurate and is ready to be used for
successful product marketing. A detailed project plan is
created for conversion and loading, cleansing,
normalization of the data. (Sample project plan attached
with this proposal)
Kick-off: A project manager is designated who will then
initiate the project by going over the timeline,
requirements for additional information, methods for
gathering missing information, and project plan to meet
the proposed schedule. When customers request a
shorter timeframe, additional resources are allocated to
expedite the project execution.
Project Execution: A detailed workflow is set up in the
CatalogStudio to execute the conversion, verification,
quality control, and approval of the data. A team
consisting of the project manager, content expert, data
conversion staff, verifiers, and quality analysts is assigned
to the project. The team analyzes the data that will be
converted every day in the morning, decides on the
strategy for loading the data, and executes it with two
levels of strict content verification. The quality control
team ensures it meets customer expectations. All
requirements, communication, and expectations are
tracked and documented by the project manager to
ensure a successful execution of the project.
Data cleansing & normalization: Content converted
from many different formats is loaded into a central
repository. A thorough review of the content is
performed as the data may consist of inaccuracies and
non-standard information. The content along with the
meta-data is then submitted to the customer for review.
Using customer provided feedback, project technical
engineers manipulate the data to cleanse and normalize
and arrive at a good product content repository within
the CatalogStudio database.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
TRADINGBELL CONTENT
CONVERSION & INTEGRATION
SERVICES
TradingBell is the only company that can provide complete
turnkey service to wholesalers, distributors and
manufacturers to collect create and build product content,
provide tools to manage the data and help in multi-channel
publishing
TRADINGBELL JUMPSTART PROGRAM
New customers can shorten the learning curve and speed up
the process of gaining the benefits of CatalogStudio. Typically,
companies maintain and capture product marketing
information from multiple sources, including ERP systems,
existing catalog pages in static format like PDF, Word
documents, Excel spreadsheets, Access database,
QuarkXpress or InDesign files, or in paper catalogs.
Companies can take advantage of the JumpStart program,
and have all the data converted and loaded into the
CatalogStudio System and then cleansed, normalized and
prepared for publishing in various media. As part of the
JumpStart program, TradingBell can optionally publish the
initial print, CD and web catalogs for customers and make a
graceful transition from any existing process or system. Quite
often, TradingBell customers use the JumpStart program to
convert all their existing content and then create sections of
their print and electronic catalogs. TradingBell JumpStart
program eliminates the need for expensive in-house
resources while making the transition, helps the training
process and makes the transition a graceful one.
CONTENT CREATION / CONVERSION
Product information is consolidated and structured in a
central database for effective product information
management and successful marketing of customer’s
products. TradingBell offers multiple services that facilitate
this effort:
Analysis & Project Planning: TradingBell conducts a
detailed analysis of customer provided content to ensure
data is complete and accurate and is ready to be used for
successful product marketing. A detailed project plan is
created for conversion and loading, cleansing,
normalization of the data.
Kick-off: A project manager is designated who will then
initiate the project by going over the timeline,
requirements for additional information, methods for
gathering missing information, and project plan to meet
the proposed schedule. When customers request a
shorter timeframe, additional resources are allocated to
expedite the project execution.
Project Execution: A detailed workflow is set up in the
CatalogStudio to execute the conversion, verification,
quality control, and approval of the data. A team
consisting of the project manager, content expert, data
conversion staff, verifiers, and quality analysts is assigned
to the project. The team analyzes the data that will be
converted every day in the morning, decides on the
strategy for loading the data, and executes it with two
levels of strict content verification. The quality control
team ensures it meets customer expectations. All
requirements, communication, and expectations are
tracked and documented by the project manager to
ensure a successful execution of the project.
Data cleansing & normalization: Content converted
from many different formats is loaded into a central
repository. A thorough review of the content is
performed as the data may consist of inaccuracies and
non-standard information. The content along with the
meta-data is then submitted to the customer for review.
Using customer provided feedback, project technical
engineers manipulate the data to cleanse and normalize
and arrive at a good product content repository within
the CatalogStudio database.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
PRINT PUBLISHING
Customers face tight deadlines
to publish their catalogs every
year. When the data is
converted and loaded into the
CatalogStudio system, the
JumpStart program is also used
to publish an initial catalog to
print media using Adobe
InDesign or XpressCatalog tool.
This reduces the time to take product information to print
media without the customer having to deal with the
extensive labor involved and the associated learning curve.
InDesign: When customers need creative looking
catalogs, Adobe InDesign is used for producing the print
ready files of the catalog. A team of professional catalog
designers with creative design expertise and quality
control analysts are assigned to the project to design
print-ready catalog files based on customer’s design
requirements using master templates. A master template
is designed with sample pages and approved by the client
before the entire catalog is created. The team follows a
strict workflow process of design, verification, quality
control, delivery and approval by customer of each
section designed. Customers are fully involved
throughout the project on a regular basis to ensure all
deliverables meet customer requirements.
XpressCatalog: Many print catalogs are used as
reference manuals to order products rather than as a
sales tool. Typically industrial customers do not need
graphically appealing catalogs but have a strong need to
produce up-to-date catalogs. XpressCatalog is a tool
developed by TradingBell to produce print catalogs that
are completely template driven. Using this tool,
hundreds of catalog pages are generated within minutes
and delivered to customer for printing. A team of
technical engineers are assigned to load the data from
excel spreadsheets provided by customers, design
templates based on the sample and quickly generate
hundreds of pages within few days. This process is
efficient and reduces time by 90% to produce print-ready
catalogs.
CD & WEB PUBLISHING
Product information can be delivered using the CD and web
media much more efficiently and in a cost-effective manner
when compared to the print catalogs. The JumpStart services
program can be used to produce CD and web catalogs using
the data converted and loaded into the CatalogStudio
repository. Designers are assigned to the project and creative
aspects of web design are executed as per customer
requirements.
INTEGRATION SERVICES
TradingBell has successfully integrated CatalogStudio product
with several third party systems and application. Integration
service is provided to create connections for data exchange
with existing legacy, ERP, or inventory management systems
to synchronize the content stored in the CatalogStudio
repository and to facilitate transaction processing. A team of
technical engineers and a project manager are assigned to
the project. Existing legacy system is analyzed and
integration components are developed to move data
between disparate systems.
MANAGED CATALOG SERVICES
Fully leverages the Web tools such as Product Manager,
Catalog Workflow, and PDF Annotation tools to enable
TradingBell customers to collaborate effectively with
catalogers, designers, and printers. TradingBell customizes
the workflows, security, and performance characteristics for
each customer and helps facilitate collaboration between
partners when required.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
CONTENT CONVERSION WORKFLOW PROCESS
There are many work components involved in the content conversion process. The following paragraphs summarize these
components with an emphasis on quality and process.
DATA CREATION
Customer will provide information about the source of the product information to TradingBell including documents, catalogs, vendor
reference web site links and accounts, data extracts from current ERP system to extraction, consolidation and organization or
product information in one central database.
TradingBell, with guidance from the Customer will extract data from various documents and create attributes, values, technical
specifications, descriptions, features, model information, engineering specifications, line drawings and product images.
ATTRIBUTE NORMALIZATION
TradingBell will create and manage the attributes in the central database and will make sure the attributes are normalized and no
duplicate attributes are stored in the database. Duplicate or similar attributes names captures are communicated to the customer
on a weekly basis and feedback is obtained for normalization.
A sample of attribute normalization process is shown below showing different version of the same attribute from source and final
stored attributes in the central database:
Source Attribute Name Attribute Type New Attribute (Change or Merge)
Operating voltage Product Specification Type Operating Voltage
Operating Voltage Product Specification Type
Operation Voltage Product Specification Type
Output AMPS Product Specification Type Output Amps
Plug Rating (A) 0.4 - 1xIn Product Specification Type Plug Rating (A) 0.4 - 1xIn
Plug Rating (A) 0.4-1x In Product Specification Type
Plug Rating (A) 0.625 - 1xIn Product Specification Type Plug Rating (A) 0.625 - 1xIn
Plug Rating (A) 0.625-1x In Product Specification Type
Rated Current Product Specification Type Rated Current (A)
Rated Current (A) Product Specification Type
Rated Current A Product Specification Type
Rated Current Amps Product Specification Type
Rating (A) Product Specification Type
Rating A Product Specification Type
Rating Amp Product Specification Type
Rating (A) 0.4-1 Product Specification Type Rating (A) 0.4-1In
Rating (A) 0.4-1In Product Specification Type
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
CATEGORY CLASSIFICATION AND STRUCTURING
TradingBell will perform data conversion of all the products and load all the product information from the PDF catalog to create a
comprehensive central product repository. TradingBell will cross reference all models with products and structure that information
in the CatalogStudio database. Conversion includes organizing product information in categories, product families and image
mapping.
Specific catalog constructs will be created that includes the hierarchy of the product information (Taxonomy) along with staging
areas for new products. After the initial load of the content, the product information will be reviewed for accuracy and reports will
be provided for review at Customer. Any corrections along with any updates will be performed and the CatalogStudio along with its
repository will be delivered to the customer.
PRINT CATALOG PUBLISHING
TradingBell will Design templates for publishing PDF quotes, custom catalogs and product spec sheets using the converted data
stored in CatalogStudio database. Customer will be able to generate outputs using the templates and the product content in the
database.
IMAGE & GRAPHIC FOR PRODUCTS
TradingBell will extract images from the sources provided and associate to correct products, groups and categories. TradingBell will
rely on the source of the information to extract high quality graphic images for the products. TradingBell will not attempt to enhance
the image quality by using any specialized tools or provide photographic service to capture images for Customer’s products.
TradingBell will run periodic reports of missing images and provide it to Customer to help TradingBell identify an alternate source for
the images.
CUSTOMER REVIEW AND APPROVAL PROCESS
TradingBell will conduct weekly status meeting with Customer and will provide weekly status update of the project.
Verification of Data: TradingBell will provide extracted data in an excel format as soon as each section of the data is converted,
normalized, organized and verified. In addition to data in excel format, TradingBell will also provide a HTML version of the extracted
data to understand the data from a web navigation perspective.
Verification of Template Design: TradingBell will work with Customer to understand their design needs and expectation and will
provide three different master template designs for approval.
Verification of Catalog Output: TradingBell will provide PDF version of the published catalog each section at a time to Customer for
verification of layout and design of the product pages. PDF provided for verification purpose will not be high resolution print ready
documents. High resolution PDF documents will be provided on specific request in the middle of the project on request. TradingBell
will provide a high resolution print ready catalog output at the end of the project for final verification and print proofing
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
Print Management: TradingBell will work with Customer’s printer to identify the print production guidelines including page site,
document setup, bleed and color scheme. A sample print ready output will be provided to printer for verification and approval
before starting the final catalog design work.
All files and data will be delivered through TradingBell online FTP server. Customer will have full access to their area in this server to
upload and download project documents and files.
CONTENT CONVERSION & PUBLISHING INTERNAL WORKFLOW DIAGRAM
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
TRADINGBELL CATALOGSTUDIO - DATASHEET
PRODUCT INFORMATION MANAGEMENT (PIM)
The CatalogStudio Suite is an integrated product information and content management system catalog management and publishing
software solution that run on a Windows PC platform. CatalogStudio is industry’s most flexible catalog solutions for rich product
content management. CatalogStudio system provides product information, images, prices, customer information and publishing to
multiple media using single, central repository database.
CatalogStudio streamlines the entire process of capturing the product and parts information in a single, central database and publish
to Print, PDF, Web, CD and other electronic media. Information served through different media is always up-to-date, accurate and
consistent.
Listed below are some of the core features of CatalogStudio system:
Complex Category Hierarchy
Effective storing, retrieving and navigation of product information require the data being separated into multiple levels of hierarchy
in a content management system. Create and manage unlimited levels of category hierarchy in the database. There is no limitation
in how deep the tree hierarchy can be created in the system.
Advanced Attribute Management
CatalogStudio is capable of
storing product information for
any industry type. With ability to
create virtually unlimited
number of product technical
specification and ability to
assign varying number of attributes to different products, any specification about a product or part can be stored in the central
repository. Any number of descriptions – long or short – can be stored for each product.
Rich Copy & Description Capturing
Store unlimited descriptions and copy in the central repository.
Multiple copies can be stored as separate attribute for different
purpose and use. Store separate descriptions for web, CD and print
catalogs with further classification to represent different type of
information.
Advance Price Management
Create buyer groups and manage group specific pricing within CatalogStudio and make it available in web, CD and print catalogs.
Create price attributes with formula to automatically calculate pricing based on list price value or other price attribute values.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
Complex Product Table Support
CatalogStudio is the ONLY software in the industry with
ability to create complex product tables including pivot and
grouped tables for print and web catalogs.
Image & Document Management
Built-in image management tool for managing, assigning and
organizing images. Unlimited number of images can stored
for each product or product family. CatalogStudio supports
most popular image formats used in web and print including
EPS, JPG, GIF, BMP, AI (Adobe Illustrator) and PSD (Adobe
Photoshop).
Image are not stored in the SQL database and retrieved from
the file server. This help keep the central repository database
to a minimal size for faster retrieval of data.
Document Management
Assign and store multiple CAD drawings with CAD Viewer,
PDF, Word and other documents to a family of products,
category or each part number.
Multimedia Files Support (Audio & Video)
Support for storing audio and video clips that can be used in
web catalogs and other multi-media streaming.
Importing and Integration
CatalogStudio has built-in advanced tools for importing data
from other database, CSV files and Excel files. Import toll can
automatically import and create the entire product hierarchy,
products, descriptions, image links, multiple specifications
and prices.
Product Cross-Sell & Up-Sell Management
Product Items in CatalogStudio database is stored only once
as a single record and can be associated to other product
groups without duplicating the records for cross-sell and up-
sell. Multiple sub-family of product can be created with
multiple items to provide different view of the same product
for web, CD and print catalogs.
Advanced Attribute Level Search
Products can be searched and filtered in the CatalogStudio
software both at item and product family level. Attribute
level search enables users to find products with specific
attribute value instead of going to through the normal brows
navigation.
Attribute & Function Level Security
Advanced security enables administrators to create custom
groups with specific roles. Software functional and attribute
level access can be granted or restricted for editing.
Built-in Spell Checker
Spell check with ability to add custom words to the
dictionary. Spell check can be enabled or disabled for each
user in the CatalogStudio preference.
Supplier Management
Manage all supplier information including names, companies,
and contact information and supplier logos in the database.
This feature enables associating supplier names to product
and use the associated information including supplier logos in
print or web catalog without duplicating the information by
storing it at product family or product level.
Product Import & Export Tools
Advanced wizard based tool for importing product, category,
specification, image and price information from spreadsheets
and CSV files. Import settings can be saved for future use
avoiding setup process for repeated data import tasks.
Built-in PDF Catalog & Report Generation
Template driver quick catalog creation or generate any type
of report using templates. Built-in advanced template design
tool help create simple to advanced templates with
customizable colors, headers, footers and rules. This feature
can be used for producing quick outputs that can then be
circulated for reviews by various content experts for feedback
well before the collateral is produced in InDesign.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
Quick HTML Site Publishing Tool
Design your own HTML templates and generate web sites
with category navigation and browsing. A great tool for
quickly creating output for intranet or for sending it to team
members for review and comment.
Open Architecture SQL Database
CatalogStudio run on robust Microsoft SQL server database to
provide fast and reliable data storage and retrieval of product
information and scalable to millions of products. TradingBell
can help customers with additional tools and modules for
seamless integration of your legacy systems for automatically
loading data into CatalogStudio database periodically.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
TRADINGBELL INCAT
SOFTWARE - DATASHEET
PRINT CATALOG AUTOMATION
TradingBell InCat CS3 is a robust plug-in for Adobe InDesign
CS3 to automate product catalog page creation. Considerably
reduces time to publish catalogs. Simple interface, easy to
learn, get productive almost instantly.
True InDesign Plug-in
InCat is a fully integrated plug-in for Adobe InDesign. Once
installed, users will be able to seamlessly use InCat plug-in to
create catalogs by connecting to CatalogStudio database to
bring in product information, product hierarchy, product
descriptions, specifications, images and attachments in to
InDesign.
Automated Page Styling
Page layouts and styles are
automatically applied to
data objects when they are
flowed from database info
InDesign documents based
on paragraph styles set in
the InDesign master
templates. User has
complete flexibility is
setting up InDesign master
template layouts and
paragraph styles to
product category, family
names, product
specification attributes,
tables (including row, cell
and header), images and
descriptions.
InCat will automatically apply the specified paragraph style
from the master templates when flowing data in the page
and layout the pages as specified in the master template.
Users will save considerable time in laying out the pages and
applying styles to the final pages.
Fast and Reliable Document Creation
Complex tables and page layouts can be quickly created using
InCat. Users have option to setup different type of product
table’s layouts in CatalogStudio database which can be
carried over to InDesign pages with automatic styling.
Users can setup and present complex product specification in
different table formats. Tables can be created with row level
grouping, column / row merging, pivot grouping and multi-
level column grouping. InCat will automatically create the
nested, grouped or pivoted table layout when flowing data
from database and automatically apply styles to fonts, table
rows, cells and headers.
Custom Scripting
InCat has a powerful feature that allows advanced users to
control page layouts, fonts and styles with custom scripting.
InCat leverage and expose InDesign’s script engine for
advance customization. Users can write their own JavaScript
based scripts and include as part or InCat to control pay
layouts when dragging and dropping objects or using
automated flow of data.
Drag & Drop Data Objects
InCat Designer is a powerful tool which provided completed
flexibility to users to create custom looking catalogs. InCat
Designer, using XML technology exports data from
CatalogStudio database and presents data inside InDesign for
user to preview, drag and drop each element of data or a
group of data in a page. Users can drag and drop categories,
family names, product descriptions, images and product
tables in the page individually in the page where they want to
be layout or use pre-defined library layouts to drag and drop
an entire family of data in the page.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
InCat provides necessary tools to quickly created product
family layouts that can be stored in an InDesign library file for
reuse when laying out the pages to save time for creative
designers.
Data Preview
InCat provides preview of all data stored in CatalogStudio
database inside InDesign. Users can quickly preview the data
in InCat preview windows before deciding to layout the data
in the page.
Custom / Target Market Catalogs
InCat can be used to create custom catalogs and smaller
catalogs with subset of data from CatalogStudio database.
Users can either pull data from a specific category of products
or create a quick set of product collection from different
product categories to create a smaller, seasonal or target
market catalogs with ease and in less time.
Template Based Page Creation
InCat Autoflow is a powerful
tool to generate hundreds of
pages of print catalog with
automatic layout and styling.
Autoflow utilized settings
defined in an InDesign master
template for product object
placements and styles to flow
data from CatalogStudio
database. This process helps
users to generate hundreds of
pages quickly without manual
placement of data objects.
Seamless Data Updates
Any data in an InDesign document created using InCat can be
updated from database using InCat. InCat using XML
technology to tag each data objects in InDesign document
and maintains a unique reference identifier to the database
field. InCat will automatically identify the changes made to
product information CatalogStudio database, including
product category names, family names, product names,
descriptions, specifications, images, price etc. and will alert
the user of the change when a document is opened.
User can quickly update the document with all the changes
from the database without affecting any manual layout
changes to the document.
Bi-Directional Updates
InCat LiveUpdate can
save considerable time
for users by tracking
any data changes
made to an InDesign
document and update
the database of the
changes. LiveUpdate
tracks each change
make to a data object
and provides an option
to users to either
update all the changes back to database or selectively send
back the changes. LiveUpdate is an effective tool to capture
last minute data changes to your product catalog and retain
the changes by sending it to the CatalogStudio database.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
WEBCAT FOR ONLINE
CATALOG & ECOMMERCE
WebCat is a flexible, feature-rich platform that gives business
to business and business to consumer companies the ability
to quickly deploy the web catalog and quick quote
generation. As per business needs, WebCat platform could be
customized and integrated with the businesses existing IT
infrastructure such as ERP Systems, Order Management,
Pricing & Inventory Systems.
KEY BENEFITS
Catalog companies can easily manage store settings
such as look & feel, product inventory level,
customer (group) specific price discounts, tax, orders
& email messages.
WebCat platform can be enabled either in
eCommerce mode or in Catalog browse only mode.
Within eCommerce mode, customers can make
purchases online or create orders and submit the
orders for quote request.
With every Web catalog site being unique and every
catalog demands its own look & feel, navigation.
WebCat site navigation and page layouts can be
customized either in-house or as an add-on service
to the base license.
Easy to use product navigation based on category
hierarchy, product families and item details. High-
impact product details pages can be implemented
with product photos, videos & documents.
Search page & filters allow the customers to quickly
search and navigate to the product they are looking
for.
Product management is done using CatalogStudio
®
and it allows catalog owners’ to selectively publish
products & its attributes to the WebCat, thereby
maintaining a central catalog repository which
allows quick and easy publishing to Web, Print &
CDROM catalogs.
For companies require high-level of customization,
WebCat offers its API’s (Application Programming
Interface) which can be used by the in-house
developers to interface with other back office
systems.
Listed below are some of the core features of WebCat
system:
Implementing a Catalog store or an online catalog does not
need to be a time consuming solution. With WebCat,
TradingBell has created a streamlined process to ensure
efficient implementation resulting in a cost effective solution.
CATALOG HOME PAGE
Template based home page layout – User
customizable location & content for site menu,
category selector, search, promotional & featured
products display with product images & add any
custom text and graphics to home page.
Customizable Header, Footer, Left & Right
Navigation – Add any custom content, banners or
text.
Fonts & color themes for home page & entire site –
Define a consistent look & feel for the entire site by
customizing the style sheets.
Category menu builder – Automatically generate
category navigation and embed them in the home
page. Define category landing pages for more
category level detailed information and allow
customers to further navigate from the category
landing pages.
PRODUCT NAVIGATION & CATALOG
DISPLAY
Browse by product category, family, TO Suite &
manufacturer – Text or Image based navigation to
easily locate the products to order.
Product Search – Search for the product codes or
search any text in the entire catalog. Search results
can be filtered based on the manufacturer.
Configurable Product display – Product list and
details page can be customized to present a best
user experience. These pages can include item
description, images, and table & add to shopping
card button. WebCat has few built-in layouts to
display the list of products and tables. Custom
catalog page layouts designed by your graphics
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
designer can be incorporated into the WebCat by
our expert team.
Relate products to other product groups and
increase cross-selling & up-selling.
Product comparison – Select and compare products
side-by-side & add to shopping cart.
Product display page will display the manufacturer
logo from the supplier database in CatalogStudio.
CATALOG FEATURES
Unlimited number of Products, Categories, Sub-
Categories & Product Families & custom defined
Attributes allowed in the WebCat. Manage catalog
data (description, item, attributes, and category) in a
central repository and publish to web catalog only
items you select.
Catalog data upload to WebCat – Easily upload
catalog data from a well defined Excel spreadsheets
and update the entire catalog with up-to-date price.
SHOPPING CART & CHECKOUT
Easily add items to shopping cart – Requires user to
register and login before adding to shopping cart.
Shopping Cart can be saved for checkout later.
Build-A-Quote – Items added to the shopping cart
can be saved and a custom quote form can be
created in PDF / HTML format. Quote request will be
forwarded to the catalog sales team and once the
customer agrees on the quote, items can be
instantly ordered online.
Build-My-Catalog or Build-A-Quote – With few clicks,
a custom looking catalogs or quotations can be
instantly created using the items in the shopping cart
with pricing specifically defined for the customer.
These catalogs can be used as a sales and marketing
materials by the field sales reps & your dealers.
Configurable shipping methods (DHL, FedEx, UPS) –
By default WebCat provides shipping tracker links to
these shippers.
Accept payments by credit cards, cash on delivery or
purchase orders – WebCat has been implemented to
work with Authorize.Net payment gateway, but your
choice of payment gateway can be evaluated and
implemented.
Easy check-out process – When the cart is ready for
checkout, with few steps, and a payment method of
choice items can be quickly ordered and instant
confirmation can be sent to all parties. Optionally,
WebCat allows processing delayed order processing
if order has to be manually verified.
Automatic email shopping confirmation & invoice –
Upon confirmation of order, all parties will be
notified with email included in are the order
numbers and invoice.
PRODUCT PRICING
Create buyer groups and assign discounts to buyer
groups – Registered customers (buyers) can be
assigned to a group and discounts can be applied at
the buyer group level using either a percentage of
the product list price or a discount of specific dollar
value.
Product Price Customization (Customization as per
client requirement) – For companies requiring more
customized pricing for each product and specific to
each customer, custom database modules can be
implemented to lookup price from other systems or
database tables.
CUSTOMER MY ACCOUNT PAGE
Company primary user can see list of all users
registered under that company
Order status and shipment tracking number with link
to appropriate shipping provider – Customers can
login and check the status of their orders, print
invoices and track the shipments.
Order history with full order details – WebCat
maintains the order history of all orders placed by a
customer and the order details can be retrieved any
time from their account page.
CUSTOMER REGISTRATION
User id (customer id) is based on their email id.
User id & Password retrieval feature.
Customers can register as a individual or as a
company
New customers can register with the company id. By
default, these users will be in the same Buyer Group
as all others in the same company.
In addition to basic company / customer information
such as Name, Address, Phone, Email, Web Site and
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
Fax, 5 additional text fields are available to capture
any custom data from the company
STANDARD EMAIL NOTIFICATIONS
Customer registration confirmation
User Id Retrieval
Password Retrieval
Customer lockout notification
Order confirmation to customer
Order confirmation to store owner (optional) & copy
to any email id
Order shipment notification with link on tracking
number
Order cancellation notification
Quote request notification
STORE ADMINISTRATION
Manage User Id’s & permissions
Order Management & Order History
Email Invoices
Inventory (Items, Quantity, Price)
Buyer Group Management
Order Shipment Update
Email template management
Custom page editor
Customize fonts, colors & buttons
Edit header, footer, left & right navigation
Customizable tax calculations
Shipping cost & shipping provider integration
Update inventory, price & out-of-stock product
management
Upload bulk catalog data online with data prepared
by CatalogStudio
Search engine optimization features include Meta
tags and page keyword customization.
Download orders, quotes, user information in Excel,
XML format.
Respond to quotes by updating the price and items
in the quote.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
TRADINGBELL CDCAT
SOFTWARE - DATASHEET
SEARCHABLE CD CATALOG CREATOR
TradingBell CDCat software is an advanced software product
capable of creating fully searchable CD catalogs with
complete tree navigation, built-in shopping cart for ordering,
customizable look and feel and remote price update feature.
Fully Customizable Interface
The CDCat software is capable of creating CD-ROM product
catalogs with custom look-and-feel for your organization’s
branding requirements. CDCat software uses HTML / CSS
based style sheets to automatically create final CD output
with navigation, search results and product details pages.
CD catalogs created using CDCat software does not require
installation. All data is stored in a built-in database that will
be copied over to the machines’ temporary folder when a
user tries to run the CD for the first time.
Advanced Search
Advanced Search can
be configured when
creating the CD catalog
output to search by
any attribute defined
in the CatalogStudio
database. User has the
option to select the list
from the specification
attributes setup in the
CatalogStudio
database as a search
filter option in the CD
catalog.
Attributes selected as search filters are available in the CD for
end users as a parametric search filter. End users can select
an attribute and search and further filter the results by
selecting values for additional attributes to quickly find
products in the CD catalog database.
Shopping Cart
End users can search and order products by email directly
from the CD catalog using the built-in shopping cart feature.
CDCat software is capable of configuring any price attribute
for final price calculation including tax and shipping rates
based on attribute information in the CatalogStudio
database.
Orders can be emailed to end users’ computer in PDF format
using a pre-defined email id provided when creating the CD
catalog.
Purchase Order Creation
CDCat leverages on the CatalogStudio’s PDF catalog
generation feature to create any type of PDF output using the
data stored in the CD catalog. Users can design and configure
CatalogStudio PDF catalog templates for creating purchase
orders, smaller catalogs, sales orders, etc. by the end user.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
Price Updates
CDCat has a powerful feature to update price attribute values
stored in the CD catalog. Users can set the price attribute,
price expiry date and a URL where the new price will be
located when creating the CD catalog. When the price expiry
date is reached, CD catalog will automatically look at the URL
for a new price update excel file and download the new price
information to the CD catalog and update the database
located in the temporary folder in the machine.
Order History
All orders placed by an end user from the machine is
recorded and stored in the temporary database. End users
can browse the history of orders and re-order previous orders
quickly and send out the order to the configured email id in
the CD catalog.
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
TRADINGBELL SOFTWARE
SYSTEM REQUIREMENTS
Following are the hardware and software requirements /
recommendations for successfully running TradingBell
software applications in customers IT infrastructure
environment. All hardware and software requirements will be
provided by customer and will be required before software
installation and delivery can take place. TradingBell does not
resell Microsoft Windows, Microsoft SQL Server (Enterprise
or Standard) edition and Adobe products. Please contract
appropriate vendor to purchase the required software.
CATALOGSTUDIO CLIENT SOFTWARE
• Microsoft Windows XP / Vista / Windows 7 (32bits and
64 bits versions)
• Client Computer: Pentium 4 or above with 2 GB RAM and
40 GB Hard drive.
• Microsoft.Net Framework 3.5
CATALOGSTUDIO DATABASE
• Microsoft Windows 2000 / 2003 / 2008 Server / XP /
Vista 32 bits or 64 bits
• Microsoft SQL Server 2005 / 2008 Standard Edition
(If customer is not planning to use the Microsoft SQL Server
Standard Edition, TradingBell support team will install
Microsoft SQLEXPRESS which is a free version of database
engine. Microsoft SQLEXPRESS is a fully functional version of
the SQL Server Engine but limited features to support only up
to 5 users and does not provide advanced options like
scheduling backup etc. Customer is fully responsible for
scheduling backup of their database in their local machine.
Please contact TradingBell Support Team for instructions
about setting up backups in SQL Server and SQLEXPRESS)
INCAT FOR PRINT SOFTWARE
• Windows XP / Vista 32 bits / 64 bits versions)
• Mac OS
• Adobe InDesign CS4 & CS5
CDCAT SOFTWARE
• Windows XP / Vista / Windows 7 32 bit version
WEBCAT ONLINE CATALOG SOFTWARE
Following are the software requirements for hosting WebCat
application. Hardware, Backup, Bandwidth & Network
requirements should be consulted with the Network
consultant or Hosting provider.
• Following requirements are based on the assumption
Customer will arrange for the dedicated servers with
their hosting provider.
• Windows 2000 / 2003 Server. For traffic intensive sites,
we recommend using separate dedicated server for
WebCat software and database. Customer will be
responsible for acquiring the dedicated server with
operating system software and SQL server software.
TradingBell provide installation and configuration of all
the software except the operating system remotely.
• Microsoft SQL Server 2005 / 2008 Standard Edition with
Advanced Options (For Full Text Search) in a dedicated
server environment. Database for WebCat will be located
remotely in a disconnected mode with the local copy in
Customer office. Synchronization tool will be used for to
keep the two databases in sync.
• Microsoft.Net Framework 3.5
• Microsoft IIS 6.0 / 7.0 for Web Server
• High bandwidth hosted environment for faster web
performance
• SSL security certificate for each domain has to be
purchased by Customer. TradingBell will help configure
and implement security features in WebCat software.
• Merchant account and payment gateway account has to
be purchased by Customer. TradingBell will configure and
implement the payment gateway as part of the project
implantation.
• TradingBell will require full remote access with admin
rights to both web and database server to install and
configure software.
SOFTWARE DELIVERY AND
DOCUMENTATION
• All TradingBell software is delivered as a download for
customers from TradingBell server
TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com
• Software, User Manuals and Installation Instructions can
be downloaded from our support portal at
• Our support portal also has constantly updated
knowledgebase, troubleshooting tips, FAQs and training
videos.
• Please contact our support team to obtain user id and
password for your company.
• All software upgrades and patches are delivered
automatically using built-in Automatic Software Upgrade
tool.
INSTALLATION
Installation and configuration of the software will be done
after the data import and publishing process is completed.
Installation will be performed remotely through internet by
TradingBell Support Team using GoToAssist remote
assistance software. Customer is not required to setup VPN
or Remote Desktop application. Please ensure you have
permission and access to install our remote assistance
software GoToAssist.
TRAINING
• Training sessions will be provided using GoToMeeting
online for customer purchased online training.
• Onsite training is provided for customer with large
number of users in a company and depends on different
products purchased.
Requirements for on-site training at customer’s location
• Conference room with projector and networking with
connection to database and file server to access images
and data.
• Separate machine for each person participating in the
training (Preferred).
• Make sure CatalogStudio, InDesign and InCat is
configured in all the machines.
• Make sure your database is configured in your server and
all the machines connect to the database from the
conference room.
• Configure images in the server and map a network drive
in the local machine to the images folder.
SUPPORT AND SOFTWARE UPGRADE
CONTRACT
Unlimited phone and email support is available on a yearly
basis and first year is included as part of this agreement.
Customer has the option to renew the support and software
upgrade contract after this period.
Support can be contact by email at and by phone at 703-752-
6100. Contact by email is recommended since each support
request is automatically logged and tracked using a ticket id
by our support system.
All upgrades to the software licenses being purchased are
included for the first year. Customer has the option to renew
the support and software upgrade contract at a fee of 18% of
the total product license price.
A COMPLETE SOLUTION AND
COMPREHENSIVE TRAINING
TradingBell provides a comprehensive training on all software
products. These offerings provide the training you need to
realize the full potential of our solutions, increase effective
management of your product information and multi-channel
publishing needs and achieve better return on your IT
investments. Visit http://tradingbell.com/contact-us/support-
training-knowledgebase for more information
Contact information
To contact our sales representative, visit
www.tradingbell.com/contact-us
TradingBell Inc
1934 Old Gallows Rd, Suite 350, Vienna, VA 22182
Phone: 703.752.6100
Email: sales@tradingbell.com
www.tradingbell.com

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B2B eCommerce Software, Website & PIM software

  • 1. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com TRADINGBELL COMPANY PROFILE PRODUCTS & SOLUTIONS
  • 2. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com TRADINGBELL COMPANY PROFILE HISTORY TradingBell Inc. is a premier provider of software and services that help manufacturers, distributors, wholesalers and catalogers manage their product content efficiently and deliver consistent product information to their customers across various marketing channels. TradingBell provides flexible state-of-the-art software products to collect and manage product content in a central repository using a database and automatically publish to Print, PDF, Web, CD-ROM and other XML systems. The company also offers custom services to convert existing catalogs from any format, including paper, to electronic format. TradingBell helps organize extensive product-related data in a central repository, format and manage the data, and publish to multimedia (e.g., Print, Web, CD-ROM, e- marketplaces, etc.). Value added requirements include integration of these complex product catalogs with order processing systems and other supply chain systems (e.g., ERP, financials, etc.). Organized in 2004, the company began with an engagement with a large client, the R.E. Michel Company, headquartered in Baltimore, MD in assisting them in solving a complex product catalog management problem. With over $1 Billion in product sales, this leading global distributor of HVAC components required a comprehensive, automated approach to its manual driven processes for creating, managing, publishing, and updating a 1,200 page product catalog. After several iterations of its products and services, the TradingBell technology and business process outsourcing solution was developed over a period of four years. During early 2004, TradingBell released its initial version of the CatalogStudio System for catalog management and publishing. TradingBell is headquartered in Vienna, VA in the Washington DC high technology corridor. All management, sales & marketing and technical support are based at its headquarters location. Overseas, the company has a TradingBell branch office that hosts a research and development center, and a data conversion/ QA facility. The company employs about 60 people that includes executive management, sales managers, software engineers, data/ content editors, and administrative/ support personnel. TradingBell has about 100 active clients across USA, Canada, China, UK and Australia with over 400 users, which are actively using TradingBell products and services to manage and publish their product information across media. TradingBell clients represent various industry segments that include HVAC, Electronics, Health Care, Marine Supplies, Arts & Crafts, Energy Equipment, Veterinary Products, Housing, Pool & Spa Supplies, Sporting and several others. CATALOGSTUDIO ADVANTAGE Comprehensive Solution – CatalogStudio System is an integrated solution that enables the creation of marketing materials in print, CD, PDF, and web format. In addition, CatalogStudio manages the entire design-to-production-to- publishing process, and it maintains a centralized content repository that can be used to provide content for many types of marketing materials, including catalogs, postcards, direct mail, and collateral. No other product content management solution offers broader or deeper functionality. Price-performance – The CatalogStudio System is built and priced to serve the needs of mid-market companies. TradingBell customers gain the ability to create materials that match or exceed marketing materials created by their largest competitors across channels. In addition, the CatalogStudio System has consistently demonstrated a strong return-on- investment within 12 months of deployment. Larger companies with highly advanced product content management needs are now evaluating CatalogStudio as an alternative to large-footprint, large-price tag product content management solutions.
  • 3. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com CatalogStudio System offers the most value for the money for mid-market B2B companies. Deployability – CatalogStudio System is deployable both as a customer-premise or hosted solution. In addition, the next version will support global deployments in multiple languages – enabling companies to manage the messaging and content of marketing materials globally. TradingBell offers the most flexible deployment options in the product content management market. Full lifecycle services provider – In addition to world-class software, TradingBell offers a broad suite of services delivered through its India-based team that enable marketers to both create marketing materials quickly and maintain and update materials over time. Frequently, TradingBell can create better materials more economically than its customers. TradingBell is the only product content management software provider to offer cost-effective services that ensure that its customers will be successful. STAFF EXPERTISE Technical and Professional Services Staff. TradingBell has established a strong team of 60 professionals, including engineers, project managers, support engineers, and data conversion specialists. Research and Development is managed by a Director of R&D, who has over 18 years of experience and brings specific knowledge in content management and publishing industry. A Senior Manager of Projects, who has over 10 years of experience in business process outsourcing and project delivery, manages professional services efforts. CUSTOMER CASE STUDIES Case Study R.E.Michel Company: R.E.Michel Company is one of the largest wholesale distributors of HVAC equipment in the country. R.E.Michel stocks and sells over 50,000 products and parts and has a 1100 page catalog, which is used as the main marketing resource for the company. R.E.Michel decided it is in need of a central database to store all the product information and employ tools to get the data published to print and online media quickly. The Company could then publish its catalog every year with minimal effort. With the use of TradingBell software, R.E.Michel has achieved the goal of managing its product assets in a central repository database and make quick and last minute changes to the product information before the catalog is published. R.E.Michel is also using the same central product repository to provide an online catalog to its customers.
  • 4. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com Case Study W.W.Adcock Inc. W.W.Adcock is one of the largest distributors of Pool & Spa Supplies. The Company sells over 20,000 products and had an outdated product catalog and no product database. With the implementation of the TradingBell software and utilizing the turnkey catalog publishing service, W.W.Adcock was able to publish its first database-driven print catalog in less than 3 months. In 2005, the Company published its second version of the catalog in less than a month. The Company also has plans to web- enable the catalog database and to provide eCommerce capability to their customers. Case Study - The Paper People: The Paper People is a school supplies distributor located in Woodbridge, Virginia. The Company had limited in-house resources to publish its own catalog. The Paper People outsourced the entire catalog publishing service to TradingBell and have plans in the near future to acquire the software and to add resources to manage publishing in-house publishing. In a very short period, TradingBell converted the catalog data into TradingBell database, designed the catalog using CatalogStudio software, printed the catalog using its printing partner -Progress Printing, Inc., and delivered the catalog books. “ CUSTOMER TESTIMONIALS “My company needed a catalog solution that was fast, flexible, reliable and cost effective. TradingBell provided tools and services that expedited our catalog process, helped us to manage our raw data, and will allow us to provide our customers with new and innovative catalog media.” – Seth Fluder, W.W.Adcock Inc. I have received the printed catalogs and they look great. It is a good foundation for future publications!” - Joseph R Meteyer, The Paper People Inc. “Your software reduced our catalog production time from 90 days to less than a week. Because the software links to our database we eliminated hours of revisions to ensure accuracy. The support people we worked with were extremely patient and understanding and worked tirelessly to help ensure our catalog was produced on time. We looked at other product offerings and TradingBell clearly stood out from the pack. I would recommend the TradingBell software without hesitation.“ - - Kerry Allman - Indaba Trading: “We are happy with the In-Design functions of the software and the ease of use with the two way updates for last minute corrections.” - - RC Hagan Pet Supplies "I investigated several catalog content management programs before deciding on TradingBell. It is very sophisticated, so obviously there is much to learn. Once you get to understanding how it works, it is very user friendly. There is no other program that exists today that offers such rich features and ease of use." - - CatalogStudio user, Orange County, - CA
  • 5. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com TRADINGBELL PRODUCTS & SOLUTIONS OVERVIEW CatalogStudio System provides multiple tools to publish product content efficiently while retaining the creative aspects of the publishing process. The key capabilities of the CatalogStudio System are: Content Management -- Manages product content in support of multi-channel marketing campaigns. Catalog Publishing – Publishes catalogs, collateral, and other marketing content to print, PDF, CD, and the Internet. Connect with Customers – Produces custom deliverables for marketing campaigns based on content from a Company’s master content repository. Collaboration – Enables the exchange of catalog data to support eCommerce transactions generated over the web with other enterprise applications. Application Access – Critical functions such as access to the product repository and report generation is available from different locations and on different platforms. For e.g., product content can be accessed on a local network as well as over the internet. Administration and Reporting – Provides the ability to perform complex administration functions such as security, content structure manipulation and monitoring. Template driven reporting functions are available within the product repository and through the web. Product Content Management CatalogStudio Product Repository - As a foundation for the CatalogStudio System, this powerful system provides all the features needed to create, manage and maintain all product content in ONE central repository. Major components include content management, import/export tool, PDF catalog publisher, reporting, work flow manager and security. Parts Catalog Content Management & Publishing Create and manage complex information about parts and accessories in the central database and publish to multiple media. Ability to store unlimited number of specification, images, CAD drawing and video files to each part. Cross associate one part to multiple groups and configure different views of the parts based on use. Store multiple key/reference numbers for the same part. Print Publishing for Product & Parts Catalogs A robust plug-in for Adobe InDesign to create product catalog pages using content stored in the CatalogStudio Product Repository. Create hundreds of catalog pages using a template or user drag and drop method to create custom catalogs or flyers. Automatically applies styles, colors and table styles. Bidirectional update - InDesign pages can be updated from the database with new content or changes made in InDesign can be updated in the database.
  • 6. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com Web catalog with eCommerce Complete tool kit that provides the ability to create complex web catalogs with search, navigation, shopping cart, configurable email notification engine, eCommerce and store administration. Easy to customize the look and feel to integrate with existing website design. Searchable CD Catalogs Fully searchable CD catalogs with complete tree navigation, in-built shopping cart for taking orders or can be used as purchase order system. Customizable interface to change the look and feel to accommodate branding requirements, link products from CD to web shopping cart. CATALOGSTUDIO ADVANTAGE Comprehensive Solution – CatalogStudio System is an integrated solution that enables the creation of marketing materials in print, CD, PDF, and web format. In addition, CatalogStudio manages the entire design-to-production-to- publishing process, and it maintains a centralized content repository that can be used to provide content for many types of marketing materials, including catalogs, postcards, direct mail, and collateral. No other product content management solution offers broader or deeper functionality. Price-performance – The CatalogStudio System is built and priced to serve the needs of mid-market companies. TradingBell customers gain the ability to create materials that match or exceed marketing materials created by their largest competitors across channels. In addition, the CatalogStudio System has consistently demonstrated a strong return-on- investment within 12 months of deployment. Larger companies with highly advanced product content management needs are now evaluating CatalogStudio as an alternative to large-footprint, large-price tag product content management solutions. CatalogStudio System offers the most value for the money for mid-market B2B companies. Deployability – CatalogStudio System is deployable both as a customer-premise or hosted solution. In addition, the next version will support global deployments in multiple languages – enabling companies to manage the messaging and content of marketing materials globally. TradingBell offers the most flexible deployment options in the product content management market. Full lifecycle services provider – In addition to world-class software, TradingBell offers a broad suite of services delivered through its India-based team that enable marketers to both create marketing materials quickly and maintain and update materials over time. Frequently, TradingBell can create better materials more economically than its customers. TradingBell is the only product content management software provider to offer cost-effective services that ensure that its customers will be successful. TRADINGBELL SOFTWARE ARCHITECTURE AND TECHNOLOGY TradingBell uses the state of the art technology to develop catalog software solutions. Applications are designed using Microsoft technology with standard user interfaces for desktop, web, and server based solutions. Key technologies used include: Open architecture catalog database implemented using Microsoft SQL Server database engine. Catalog software products were developed using Microsoft Windows & .Net Technology, SQL, VB.Net, C#.Net, C++, Adobe InDesign SDK, Mac OS, AJAX / Atlas, XML, XSL, HTML & IIS.
  • 7. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com Microsoft SharePoint Services are used for R&D team collaboration, software testing and quality control. Web based customer support portal for trouble ticket tracking, knowledge base, and user guide. Extensive training guides for all software modules available on print and online. Extensive database of sample catalogs (over 100 catalogs in 25 different industries) and production quality catalogs developed for demonstrations and QA testing. TRADINGBELL CONTENT SERVICES TradingBell provides multiple types of professional services to assist customers in migrating and adopting an automated content management using the CatalogStudio System. Services fall into two, broad categories: Initial conversion to and stand-up of an automated PCM approach and on-going services that minimize cost and speed time-to-market. New customers can shorten the learning curve and speed up the process of gaining the benefits of CatalogStudio. Typically, companies maintain and capture product marketing information from multiple sources, including ERP systems, existing catalog pages in static format like PDF, Word documents, Excel spreadsheets, Access database, QuarkXpress or InDesign files, or in paper catalogs. Companies can take advantage of the JumpStart program, and have all the data converted and loaded into the CatalogStudio System and then cleansed, normalized and prepared for publishing in various media. As part of the JumpStart program, TradingBell can optionally publish the initial print, CD and web catalogs for customers and make a graceful transition from any existing process or system. Content Creation / Conversion – Product information is consolidated and structured in a central database for effective product information management and successful marketing of customer’s products. TradingBell offers multiple services that facilitate this effort: Analysis & Project Planning: TradingBell conducts a detailed analysis of customer provided content to ensure data is complete and accurate and is ready to be used for successful product marketing. A detailed project plan is created for conversion and loading, cleansing, normalization of the data. (Sample project plan attached with this proposal) Kick-off: A project manager is designated who will then initiate the project by going over the timeline, requirements for additional information, methods for gathering missing information, and project plan to meet the proposed schedule. When customers request a shorter timeframe, additional resources are allocated to expedite the project execution. Project Execution: A detailed workflow is set up in the CatalogStudio to execute the conversion, verification, quality control, and approval of the data. A team consisting of the project manager, content expert, data conversion staff, verifiers, and quality analysts is assigned to the project. The team analyzes the data that will be converted every day in the morning, decides on the strategy for loading the data, and executes it with two levels of strict content verification. The quality control team ensures it meets customer expectations. All requirements, communication, and expectations are tracked and documented by the project manager to ensure a successful execution of the project. Data cleansing & normalization: Content converted from many different formats is loaded into a central repository. A thorough review of the content is performed as the data may consist of inaccuracies and non-standard information. The content along with the meta-data is then submitted to the customer for review. Using customer provided feedback, project technical engineers manipulate the data to cleanse and normalize and arrive at a good product content repository within the CatalogStudio database.
  • 8. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com TRADINGBELL CONTENT CONVERSION & INTEGRATION SERVICES TradingBell is the only company that can provide complete turnkey service to wholesalers, distributors and manufacturers to collect create and build product content, provide tools to manage the data and help in multi-channel publishing TRADINGBELL JUMPSTART PROGRAM New customers can shorten the learning curve and speed up the process of gaining the benefits of CatalogStudio. Typically, companies maintain and capture product marketing information from multiple sources, including ERP systems, existing catalog pages in static format like PDF, Word documents, Excel spreadsheets, Access database, QuarkXpress or InDesign files, or in paper catalogs. Companies can take advantage of the JumpStart program, and have all the data converted and loaded into the CatalogStudio System and then cleansed, normalized and prepared for publishing in various media. As part of the JumpStart program, TradingBell can optionally publish the initial print, CD and web catalogs for customers and make a graceful transition from any existing process or system. Quite often, TradingBell customers use the JumpStart program to convert all their existing content and then create sections of their print and electronic catalogs. TradingBell JumpStart program eliminates the need for expensive in-house resources while making the transition, helps the training process and makes the transition a graceful one. CONTENT CREATION / CONVERSION Product information is consolidated and structured in a central database for effective product information management and successful marketing of customer’s products. TradingBell offers multiple services that facilitate this effort: Analysis & Project Planning: TradingBell conducts a detailed analysis of customer provided content to ensure data is complete and accurate and is ready to be used for successful product marketing. A detailed project plan is created for conversion and loading, cleansing, normalization of the data. Kick-off: A project manager is designated who will then initiate the project by going over the timeline, requirements for additional information, methods for gathering missing information, and project plan to meet the proposed schedule. When customers request a shorter timeframe, additional resources are allocated to expedite the project execution. Project Execution: A detailed workflow is set up in the CatalogStudio to execute the conversion, verification, quality control, and approval of the data. A team consisting of the project manager, content expert, data conversion staff, verifiers, and quality analysts is assigned to the project. The team analyzes the data that will be converted every day in the morning, decides on the strategy for loading the data, and executes it with two levels of strict content verification. The quality control team ensures it meets customer expectations. All requirements, communication, and expectations are tracked and documented by the project manager to ensure a successful execution of the project. Data cleansing & normalization: Content converted from many different formats is loaded into a central repository. A thorough review of the content is performed as the data may consist of inaccuracies and non-standard information. The content along with the meta-data is then submitted to the customer for review. Using customer provided feedback, project technical engineers manipulate the data to cleanse and normalize and arrive at a good product content repository within the CatalogStudio database.
  • 9. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com PRINT PUBLISHING Customers face tight deadlines to publish their catalogs every year. When the data is converted and loaded into the CatalogStudio system, the JumpStart program is also used to publish an initial catalog to print media using Adobe InDesign or XpressCatalog tool. This reduces the time to take product information to print media without the customer having to deal with the extensive labor involved and the associated learning curve. InDesign: When customers need creative looking catalogs, Adobe InDesign is used for producing the print ready files of the catalog. A team of professional catalog designers with creative design expertise and quality control analysts are assigned to the project to design print-ready catalog files based on customer’s design requirements using master templates. A master template is designed with sample pages and approved by the client before the entire catalog is created. The team follows a strict workflow process of design, verification, quality control, delivery and approval by customer of each section designed. Customers are fully involved throughout the project on a regular basis to ensure all deliverables meet customer requirements. XpressCatalog: Many print catalogs are used as reference manuals to order products rather than as a sales tool. Typically industrial customers do not need graphically appealing catalogs but have a strong need to produce up-to-date catalogs. XpressCatalog is a tool developed by TradingBell to produce print catalogs that are completely template driven. Using this tool, hundreds of catalog pages are generated within minutes and delivered to customer for printing. A team of technical engineers are assigned to load the data from excel spreadsheets provided by customers, design templates based on the sample and quickly generate hundreds of pages within few days. This process is efficient and reduces time by 90% to produce print-ready catalogs. CD & WEB PUBLISHING Product information can be delivered using the CD and web media much more efficiently and in a cost-effective manner when compared to the print catalogs. The JumpStart services program can be used to produce CD and web catalogs using the data converted and loaded into the CatalogStudio repository. Designers are assigned to the project and creative aspects of web design are executed as per customer requirements. INTEGRATION SERVICES TradingBell has successfully integrated CatalogStudio product with several third party systems and application. Integration service is provided to create connections for data exchange with existing legacy, ERP, or inventory management systems to synchronize the content stored in the CatalogStudio repository and to facilitate transaction processing. A team of technical engineers and a project manager are assigned to the project. Existing legacy system is analyzed and integration components are developed to move data between disparate systems. MANAGED CATALOG SERVICES Fully leverages the Web tools such as Product Manager, Catalog Workflow, and PDF Annotation tools to enable TradingBell customers to collaborate effectively with catalogers, designers, and printers. TradingBell customizes the workflows, security, and performance characteristics for each customer and helps facilitate collaboration between partners when required.
  • 10. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com CONTENT CONVERSION WORKFLOW PROCESS There are many work components involved in the content conversion process. The following paragraphs summarize these components with an emphasis on quality and process. DATA CREATION Customer will provide information about the source of the product information to TradingBell including documents, catalogs, vendor reference web site links and accounts, data extracts from current ERP system to extraction, consolidation and organization or product information in one central database. TradingBell, with guidance from the Customer will extract data from various documents and create attributes, values, technical specifications, descriptions, features, model information, engineering specifications, line drawings and product images. ATTRIBUTE NORMALIZATION TradingBell will create and manage the attributes in the central database and will make sure the attributes are normalized and no duplicate attributes are stored in the database. Duplicate or similar attributes names captures are communicated to the customer on a weekly basis and feedback is obtained for normalization. A sample of attribute normalization process is shown below showing different version of the same attribute from source and final stored attributes in the central database: Source Attribute Name Attribute Type New Attribute (Change or Merge) Operating voltage Product Specification Type Operating Voltage Operating Voltage Product Specification Type Operation Voltage Product Specification Type Output AMPS Product Specification Type Output Amps Plug Rating (A) 0.4 - 1xIn Product Specification Type Plug Rating (A) 0.4 - 1xIn Plug Rating (A) 0.4-1x In Product Specification Type Plug Rating (A) 0.625 - 1xIn Product Specification Type Plug Rating (A) 0.625 - 1xIn Plug Rating (A) 0.625-1x In Product Specification Type Rated Current Product Specification Type Rated Current (A) Rated Current (A) Product Specification Type Rated Current A Product Specification Type Rated Current Amps Product Specification Type Rating (A) Product Specification Type Rating A Product Specification Type Rating Amp Product Specification Type Rating (A) 0.4-1 Product Specification Type Rating (A) 0.4-1In Rating (A) 0.4-1In Product Specification Type
  • 11. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com CATEGORY CLASSIFICATION AND STRUCTURING TradingBell will perform data conversion of all the products and load all the product information from the PDF catalog to create a comprehensive central product repository. TradingBell will cross reference all models with products and structure that information in the CatalogStudio database. Conversion includes organizing product information in categories, product families and image mapping. Specific catalog constructs will be created that includes the hierarchy of the product information (Taxonomy) along with staging areas for new products. After the initial load of the content, the product information will be reviewed for accuracy and reports will be provided for review at Customer. Any corrections along with any updates will be performed and the CatalogStudio along with its repository will be delivered to the customer. PRINT CATALOG PUBLISHING TradingBell will Design templates for publishing PDF quotes, custom catalogs and product spec sheets using the converted data stored in CatalogStudio database. Customer will be able to generate outputs using the templates and the product content in the database. IMAGE & GRAPHIC FOR PRODUCTS TradingBell will extract images from the sources provided and associate to correct products, groups and categories. TradingBell will rely on the source of the information to extract high quality graphic images for the products. TradingBell will not attempt to enhance the image quality by using any specialized tools or provide photographic service to capture images for Customer’s products. TradingBell will run periodic reports of missing images and provide it to Customer to help TradingBell identify an alternate source for the images. CUSTOMER REVIEW AND APPROVAL PROCESS TradingBell will conduct weekly status meeting with Customer and will provide weekly status update of the project. Verification of Data: TradingBell will provide extracted data in an excel format as soon as each section of the data is converted, normalized, organized and verified. In addition to data in excel format, TradingBell will also provide a HTML version of the extracted data to understand the data from a web navigation perspective. Verification of Template Design: TradingBell will work with Customer to understand their design needs and expectation and will provide three different master template designs for approval. Verification of Catalog Output: TradingBell will provide PDF version of the published catalog each section at a time to Customer for verification of layout and design of the product pages. PDF provided for verification purpose will not be high resolution print ready documents. High resolution PDF documents will be provided on specific request in the middle of the project on request. TradingBell will provide a high resolution print ready catalog output at the end of the project for final verification and print proofing
  • 12. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com Print Management: TradingBell will work with Customer’s printer to identify the print production guidelines including page site, document setup, bleed and color scheme. A sample print ready output will be provided to printer for verification and approval before starting the final catalog design work. All files and data will be delivered through TradingBell online FTP server. Customer will have full access to their area in this server to upload and download project documents and files. CONTENT CONVERSION & PUBLISHING INTERNAL WORKFLOW DIAGRAM
  • 13. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com TRADINGBELL CATALOGSTUDIO - DATASHEET PRODUCT INFORMATION MANAGEMENT (PIM) The CatalogStudio Suite is an integrated product information and content management system catalog management and publishing software solution that run on a Windows PC platform. CatalogStudio is industry’s most flexible catalog solutions for rich product content management. CatalogStudio system provides product information, images, prices, customer information and publishing to multiple media using single, central repository database. CatalogStudio streamlines the entire process of capturing the product and parts information in a single, central database and publish to Print, PDF, Web, CD and other electronic media. Information served through different media is always up-to-date, accurate and consistent. Listed below are some of the core features of CatalogStudio system: Complex Category Hierarchy Effective storing, retrieving and navigation of product information require the data being separated into multiple levels of hierarchy in a content management system. Create and manage unlimited levels of category hierarchy in the database. There is no limitation in how deep the tree hierarchy can be created in the system. Advanced Attribute Management CatalogStudio is capable of storing product information for any industry type. With ability to create virtually unlimited number of product technical specification and ability to assign varying number of attributes to different products, any specification about a product or part can be stored in the central repository. Any number of descriptions – long or short – can be stored for each product. Rich Copy & Description Capturing Store unlimited descriptions and copy in the central repository. Multiple copies can be stored as separate attribute for different purpose and use. Store separate descriptions for web, CD and print catalogs with further classification to represent different type of information. Advance Price Management Create buyer groups and manage group specific pricing within CatalogStudio and make it available in web, CD and print catalogs. Create price attributes with formula to automatically calculate pricing based on list price value or other price attribute values.
  • 14. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com Complex Product Table Support CatalogStudio is the ONLY software in the industry with ability to create complex product tables including pivot and grouped tables for print and web catalogs. Image & Document Management Built-in image management tool for managing, assigning and organizing images. Unlimited number of images can stored for each product or product family. CatalogStudio supports most popular image formats used in web and print including EPS, JPG, GIF, BMP, AI (Adobe Illustrator) and PSD (Adobe Photoshop). Image are not stored in the SQL database and retrieved from the file server. This help keep the central repository database to a minimal size for faster retrieval of data. Document Management Assign and store multiple CAD drawings with CAD Viewer, PDF, Word and other documents to a family of products, category or each part number. Multimedia Files Support (Audio & Video) Support for storing audio and video clips that can be used in web catalogs and other multi-media streaming. Importing and Integration CatalogStudio has built-in advanced tools for importing data from other database, CSV files and Excel files. Import toll can automatically import and create the entire product hierarchy, products, descriptions, image links, multiple specifications and prices. Product Cross-Sell & Up-Sell Management Product Items in CatalogStudio database is stored only once as a single record and can be associated to other product groups without duplicating the records for cross-sell and up- sell. Multiple sub-family of product can be created with multiple items to provide different view of the same product for web, CD and print catalogs. Advanced Attribute Level Search Products can be searched and filtered in the CatalogStudio software both at item and product family level. Attribute level search enables users to find products with specific attribute value instead of going to through the normal brows navigation. Attribute & Function Level Security Advanced security enables administrators to create custom groups with specific roles. Software functional and attribute level access can be granted or restricted for editing. Built-in Spell Checker Spell check with ability to add custom words to the dictionary. Spell check can be enabled or disabled for each user in the CatalogStudio preference. Supplier Management Manage all supplier information including names, companies, and contact information and supplier logos in the database. This feature enables associating supplier names to product and use the associated information including supplier logos in print or web catalog without duplicating the information by storing it at product family or product level. Product Import & Export Tools Advanced wizard based tool for importing product, category, specification, image and price information from spreadsheets and CSV files. Import settings can be saved for future use avoiding setup process for repeated data import tasks. Built-in PDF Catalog & Report Generation Template driver quick catalog creation or generate any type of report using templates. Built-in advanced template design tool help create simple to advanced templates with customizable colors, headers, footers and rules. This feature can be used for producing quick outputs that can then be circulated for reviews by various content experts for feedback well before the collateral is produced in InDesign.
  • 15. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com Quick HTML Site Publishing Tool Design your own HTML templates and generate web sites with category navigation and browsing. A great tool for quickly creating output for intranet or for sending it to team members for review and comment. Open Architecture SQL Database CatalogStudio run on robust Microsoft SQL server database to provide fast and reliable data storage and retrieval of product information and scalable to millions of products. TradingBell can help customers with additional tools and modules for seamless integration of your legacy systems for automatically loading data into CatalogStudio database periodically.
  • 16. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com TRADINGBELL INCAT SOFTWARE - DATASHEET PRINT CATALOG AUTOMATION TradingBell InCat CS3 is a robust plug-in for Adobe InDesign CS3 to automate product catalog page creation. Considerably reduces time to publish catalogs. Simple interface, easy to learn, get productive almost instantly. True InDesign Plug-in InCat is a fully integrated plug-in for Adobe InDesign. Once installed, users will be able to seamlessly use InCat plug-in to create catalogs by connecting to CatalogStudio database to bring in product information, product hierarchy, product descriptions, specifications, images and attachments in to InDesign. Automated Page Styling Page layouts and styles are automatically applied to data objects when they are flowed from database info InDesign documents based on paragraph styles set in the InDesign master templates. User has complete flexibility is setting up InDesign master template layouts and paragraph styles to product category, family names, product specification attributes, tables (including row, cell and header), images and descriptions. InCat will automatically apply the specified paragraph style from the master templates when flowing data in the page and layout the pages as specified in the master template. Users will save considerable time in laying out the pages and applying styles to the final pages. Fast and Reliable Document Creation Complex tables and page layouts can be quickly created using InCat. Users have option to setup different type of product table’s layouts in CatalogStudio database which can be carried over to InDesign pages with automatic styling. Users can setup and present complex product specification in different table formats. Tables can be created with row level grouping, column / row merging, pivot grouping and multi- level column grouping. InCat will automatically create the nested, grouped or pivoted table layout when flowing data from database and automatically apply styles to fonts, table rows, cells and headers. Custom Scripting InCat has a powerful feature that allows advanced users to control page layouts, fonts and styles with custom scripting. InCat leverage and expose InDesign’s script engine for advance customization. Users can write their own JavaScript based scripts and include as part or InCat to control pay layouts when dragging and dropping objects or using automated flow of data. Drag & Drop Data Objects InCat Designer is a powerful tool which provided completed flexibility to users to create custom looking catalogs. InCat Designer, using XML technology exports data from CatalogStudio database and presents data inside InDesign for user to preview, drag and drop each element of data or a group of data in a page. Users can drag and drop categories, family names, product descriptions, images and product tables in the page individually in the page where they want to be layout or use pre-defined library layouts to drag and drop an entire family of data in the page.
  • 17. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com InCat provides necessary tools to quickly created product family layouts that can be stored in an InDesign library file for reuse when laying out the pages to save time for creative designers. Data Preview InCat provides preview of all data stored in CatalogStudio database inside InDesign. Users can quickly preview the data in InCat preview windows before deciding to layout the data in the page. Custom / Target Market Catalogs InCat can be used to create custom catalogs and smaller catalogs with subset of data from CatalogStudio database. Users can either pull data from a specific category of products or create a quick set of product collection from different product categories to create a smaller, seasonal or target market catalogs with ease and in less time. Template Based Page Creation InCat Autoflow is a powerful tool to generate hundreds of pages of print catalog with automatic layout and styling. Autoflow utilized settings defined in an InDesign master template for product object placements and styles to flow data from CatalogStudio database. This process helps users to generate hundreds of pages quickly without manual placement of data objects. Seamless Data Updates Any data in an InDesign document created using InCat can be updated from database using InCat. InCat using XML technology to tag each data objects in InDesign document and maintains a unique reference identifier to the database field. InCat will automatically identify the changes made to product information CatalogStudio database, including product category names, family names, product names, descriptions, specifications, images, price etc. and will alert the user of the change when a document is opened. User can quickly update the document with all the changes from the database without affecting any manual layout changes to the document. Bi-Directional Updates InCat LiveUpdate can save considerable time for users by tracking any data changes made to an InDesign document and update the database of the changes. LiveUpdate tracks each change make to a data object and provides an option to users to either update all the changes back to database or selectively send back the changes. LiveUpdate is an effective tool to capture last minute data changes to your product catalog and retain the changes by sending it to the CatalogStudio database.
  • 18. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com WEBCAT FOR ONLINE CATALOG & ECOMMERCE WebCat is a flexible, feature-rich platform that gives business to business and business to consumer companies the ability to quickly deploy the web catalog and quick quote generation. As per business needs, WebCat platform could be customized and integrated with the businesses existing IT infrastructure such as ERP Systems, Order Management, Pricing & Inventory Systems. KEY BENEFITS Catalog companies can easily manage store settings such as look & feel, product inventory level, customer (group) specific price discounts, tax, orders & email messages. WebCat platform can be enabled either in eCommerce mode or in Catalog browse only mode. Within eCommerce mode, customers can make purchases online or create orders and submit the orders for quote request. With every Web catalog site being unique and every catalog demands its own look & feel, navigation. WebCat site navigation and page layouts can be customized either in-house or as an add-on service to the base license. Easy to use product navigation based on category hierarchy, product families and item details. High- impact product details pages can be implemented with product photos, videos & documents. Search page & filters allow the customers to quickly search and navigate to the product they are looking for. Product management is done using CatalogStudio ® and it allows catalog owners’ to selectively publish products & its attributes to the WebCat, thereby maintaining a central catalog repository which allows quick and easy publishing to Web, Print & CDROM catalogs. For companies require high-level of customization, WebCat offers its API’s (Application Programming Interface) which can be used by the in-house developers to interface with other back office systems. Listed below are some of the core features of WebCat system: Implementing a Catalog store or an online catalog does not need to be a time consuming solution. With WebCat, TradingBell has created a streamlined process to ensure efficient implementation resulting in a cost effective solution. CATALOG HOME PAGE Template based home page layout – User customizable location & content for site menu, category selector, search, promotional & featured products display with product images & add any custom text and graphics to home page. Customizable Header, Footer, Left & Right Navigation – Add any custom content, banners or text. Fonts & color themes for home page & entire site – Define a consistent look & feel for the entire site by customizing the style sheets. Category menu builder – Automatically generate category navigation and embed them in the home page. Define category landing pages for more category level detailed information and allow customers to further navigate from the category landing pages. PRODUCT NAVIGATION & CATALOG DISPLAY Browse by product category, family, TO Suite & manufacturer – Text or Image based navigation to easily locate the products to order. Product Search – Search for the product codes or search any text in the entire catalog. Search results can be filtered based on the manufacturer. Configurable Product display – Product list and details page can be customized to present a best user experience. These pages can include item description, images, and table & add to shopping card button. WebCat has few built-in layouts to display the list of products and tables. Custom catalog page layouts designed by your graphics
  • 19. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com designer can be incorporated into the WebCat by our expert team. Relate products to other product groups and increase cross-selling & up-selling. Product comparison – Select and compare products side-by-side & add to shopping cart. Product display page will display the manufacturer logo from the supplier database in CatalogStudio. CATALOG FEATURES Unlimited number of Products, Categories, Sub- Categories & Product Families & custom defined Attributes allowed in the WebCat. Manage catalog data (description, item, attributes, and category) in a central repository and publish to web catalog only items you select. Catalog data upload to WebCat – Easily upload catalog data from a well defined Excel spreadsheets and update the entire catalog with up-to-date price. SHOPPING CART & CHECKOUT Easily add items to shopping cart – Requires user to register and login before adding to shopping cart. Shopping Cart can be saved for checkout later. Build-A-Quote – Items added to the shopping cart can be saved and a custom quote form can be created in PDF / HTML format. Quote request will be forwarded to the catalog sales team and once the customer agrees on the quote, items can be instantly ordered online. Build-My-Catalog or Build-A-Quote – With few clicks, a custom looking catalogs or quotations can be instantly created using the items in the shopping cart with pricing specifically defined for the customer. These catalogs can be used as a sales and marketing materials by the field sales reps & your dealers. Configurable shipping methods (DHL, FedEx, UPS) – By default WebCat provides shipping tracker links to these shippers. Accept payments by credit cards, cash on delivery or purchase orders – WebCat has been implemented to work with Authorize.Net payment gateway, but your choice of payment gateway can be evaluated and implemented. Easy check-out process – When the cart is ready for checkout, with few steps, and a payment method of choice items can be quickly ordered and instant confirmation can be sent to all parties. Optionally, WebCat allows processing delayed order processing if order has to be manually verified. Automatic email shopping confirmation & invoice – Upon confirmation of order, all parties will be notified with email included in are the order numbers and invoice. PRODUCT PRICING Create buyer groups and assign discounts to buyer groups – Registered customers (buyers) can be assigned to a group and discounts can be applied at the buyer group level using either a percentage of the product list price or a discount of specific dollar value. Product Price Customization (Customization as per client requirement) – For companies requiring more customized pricing for each product and specific to each customer, custom database modules can be implemented to lookup price from other systems or database tables. CUSTOMER MY ACCOUNT PAGE Company primary user can see list of all users registered under that company Order status and shipment tracking number with link to appropriate shipping provider – Customers can login and check the status of their orders, print invoices and track the shipments. Order history with full order details – WebCat maintains the order history of all orders placed by a customer and the order details can be retrieved any time from their account page. CUSTOMER REGISTRATION User id (customer id) is based on their email id. User id & Password retrieval feature. Customers can register as a individual or as a company New customers can register with the company id. By default, these users will be in the same Buyer Group as all others in the same company. In addition to basic company / customer information such as Name, Address, Phone, Email, Web Site and
  • 20. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com Fax, 5 additional text fields are available to capture any custom data from the company STANDARD EMAIL NOTIFICATIONS Customer registration confirmation User Id Retrieval Password Retrieval Customer lockout notification Order confirmation to customer Order confirmation to store owner (optional) & copy to any email id Order shipment notification with link on tracking number Order cancellation notification Quote request notification STORE ADMINISTRATION Manage User Id’s & permissions Order Management & Order History Email Invoices Inventory (Items, Quantity, Price) Buyer Group Management Order Shipment Update Email template management Custom page editor Customize fonts, colors & buttons Edit header, footer, left & right navigation Customizable tax calculations Shipping cost & shipping provider integration Update inventory, price & out-of-stock product management Upload bulk catalog data online with data prepared by CatalogStudio Search engine optimization features include Meta tags and page keyword customization. Download orders, quotes, user information in Excel, XML format. Respond to quotes by updating the price and items in the quote.
  • 21. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com TRADINGBELL CDCAT SOFTWARE - DATASHEET SEARCHABLE CD CATALOG CREATOR TradingBell CDCat software is an advanced software product capable of creating fully searchable CD catalogs with complete tree navigation, built-in shopping cart for ordering, customizable look and feel and remote price update feature. Fully Customizable Interface The CDCat software is capable of creating CD-ROM product catalogs with custom look-and-feel for your organization’s branding requirements. CDCat software uses HTML / CSS based style sheets to automatically create final CD output with navigation, search results and product details pages. CD catalogs created using CDCat software does not require installation. All data is stored in a built-in database that will be copied over to the machines’ temporary folder when a user tries to run the CD for the first time. Advanced Search Advanced Search can be configured when creating the CD catalog output to search by any attribute defined in the CatalogStudio database. User has the option to select the list from the specification attributes setup in the CatalogStudio database as a search filter option in the CD catalog. Attributes selected as search filters are available in the CD for end users as a parametric search filter. End users can select an attribute and search and further filter the results by selecting values for additional attributes to quickly find products in the CD catalog database. Shopping Cart End users can search and order products by email directly from the CD catalog using the built-in shopping cart feature. CDCat software is capable of configuring any price attribute for final price calculation including tax and shipping rates based on attribute information in the CatalogStudio database. Orders can be emailed to end users’ computer in PDF format using a pre-defined email id provided when creating the CD catalog. Purchase Order Creation CDCat leverages on the CatalogStudio’s PDF catalog generation feature to create any type of PDF output using the data stored in the CD catalog. Users can design and configure CatalogStudio PDF catalog templates for creating purchase orders, smaller catalogs, sales orders, etc. by the end user.
  • 22. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com Price Updates CDCat has a powerful feature to update price attribute values stored in the CD catalog. Users can set the price attribute, price expiry date and a URL where the new price will be located when creating the CD catalog. When the price expiry date is reached, CD catalog will automatically look at the URL for a new price update excel file and download the new price information to the CD catalog and update the database located in the temporary folder in the machine. Order History All orders placed by an end user from the machine is recorded and stored in the temporary database. End users can browse the history of orders and re-order previous orders quickly and send out the order to the configured email id in the CD catalog.
  • 23. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com TRADINGBELL SOFTWARE SYSTEM REQUIREMENTS Following are the hardware and software requirements / recommendations for successfully running TradingBell software applications in customers IT infrastructure environment. All hardware and software requirements will be provided by customer and will be required before software installation and delivery can take place. TradingBell does not resell Microsoft Windows, Microsoft SQL Server (Enterprise or Standard) edition and Adobe products. Please contract appropriate vendor to purchase the required software. CATALOGSTUDIO CLIENT SOFTWARE • Microsoft Windows XP / Vista / Windows 7 (32bits and 64 bits versions) • Client Computer: Pentium 4 or above with 2 GB RAM and 40 GB Hard drive. • Microsoft.Net Framework 3.5 CATALOGSTUDIO DATABASE • Microsoft Windows 2000 / 2003 / 2008 Server / XP / Vista 32 bits or 64 bits • Microsoft SQL Server 2005 / 2008 Standard Edition (If customer is not planning to use the Microsoft SQL Server Standard Edition, TradingBell support team will install Microsoft SQLEXPRESS which is a free version of database engine. Microsoft SQLEXPRESS is a fully functional version of the SQL Server Engine but limited features to support only up to 5 users and does not provide advanced options like scheduling backup etc. Customer is fully responsible for scheduling backup of their database in their local machine. Please contact TradingBell Support Team for instructions about setting up backups in SQL Server and SQLEXPRESS) INCAT FOR PRINT SOFTWARE • Windows XP / Vista 32 bits / 64 bits versions) • Mac OS • Adobe InDesign CS4 & CS5 CDCAT SOFTWARE • Windows XP / Vista / Windows 7 32 bit version WEBCAT ONLINE CATALOG SOFTWARE Following are the software requirements for hosting WebCat application. Hardware, Backup, Bandwidth & Network requirements should be consulted with the Network consultant or Hosting provider. • Following requirements are based on the assumption Customer will arrange for the dedicated servers with their hosting provider. • Windows 2000 / 2003 Server. For traffic intensive sites, we recommend using separate dedicated server for WebCat software and database. Customer will be responsible for acquiring the dedicated server with operating system software and SQL server software. TradingBell provide installation and configuration of all the software except the operating system remotely. • Microsoft SQL Server 2005 / 2008 Standard Edition with Advanced Options (For Full Text Search) in a dedicated server environment. Database for WebCat will be located remotely in a disconnected mode with the local copy in Customer office. Synchronization tool will be used for to keep the two databases in sync. • Microsoft.Net Framework 3.5 • Microsoft IIS 6.0 / 7.0 for Web Server • High bandwidth hosted environment for faster web performance • SSL security certificate for each domain has to be purchased by Customer. TradingBell will help configure and implement security features in WebCat software. • Merchant account and payment gateway account has to be purchased by Customer. TradingBell will configure and implement the payment gateway as part of the project implantation. • TradingBell will require full remote access with admin rights to both web and database server to install and configure software. SOFTWARE DELIVERY AND DOCUMENTATION • All TradingBell software is delivered as a download for customers from TradingBell server
  • 24. TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. sales@tradingbell.com • Software, User Manuals and Installation Instructions can be downloaded from our support portal at • Our support portal also has constantly updated knowledgebase, troubleshooting tips, FAQs and training videos. • Please contact our support team to obtain user id and password for your company. • All software upgrades and patches are delivered automatically using built-in Automatic Software Upgrade tool. INSTALLATION Installation and configuration of the software will be done after the data import and publishing process is completed. Installation will be performed remotely through internet by TradingBell Support Team using GoToAssist remote assistance software. Customer is not required to setup VPN or Remote Desktop application. Please ensure you have permission and access to install our remote assistance software GoToAssist. TRAINING • Training sessions will be provided using GoToMeeting online for customer purchased online training. • Onsite training is provided for customer with large number of users in a company and depends on different products purchased. Requirements for on-site training at customer’s location • Conference room with projector and networking with connection to database and file server to access images and data. • Separate machine for each person participating in the training (Preferred). • Make sure CatalogStudio, InDesign and InCat is configured in all the machines. • Make sure your database is configured in your server and all the machines connect to the database from the conference room. • Configure images in the server and map a network drive in the local machine to the images folder. SUPPORT AND SOFTWARE UPGRADE CONTRACT Unlimited phone and email support is available on a yearly basis and first year is included as part of this agreement. Customer has the option to renew the support and software upgrade contract after this period. Support can be contact by email at and by phone at 703-752- 6100. Contact by email is recommended since each support request is automatically logged and tracked using a ticket id by our support system. All upgrades to the software licenses being purchased are included for the first year. Customer has the option to renew the support and software upgrade contract at a fee of 18% of the total product license price. A COMPLETE SOLUTION AND COMPREHENSIVE TRAINING TradingBell provides a comprehensive training on all software products. These offerings provide the training you need to realize the full potential of our solutions, increase effective management of your product information and multi-channel publishing needs and achieve better return on your IT investments. Visit http://tradingbell.com/contact-us/support- training-knowledgebase for more information Contact information To contact our sales representative, visit www.tradingbell.com/contact-us TradingBell Inc 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 Phone: 703.752.6100 Email: sales@tradingbell.com www.tradingbell.com