Hello, I’m Jeff Stewart, XMPie Services Director​ Today I will present the new service offering from XMPie started last year.​ The motivation is to help customers succeed using the XMPie suite of platforms and tools​ We Can Help You Get Started Fast, Do It Well The First Time, Learn While We Build It Together

1. Now That You’ve Sold It How Do You Build It?
Jeffrey Stewart
XMPie Services Director
XMPieUser Conference, Dallas TXUSA, February 25, 2020

2. XMPie Application Services
We Can Help You Get Started Fast
Do It Well The First Time
Learn While We Build It Together

3. • Why Do This Now?
• New Services To Improve Customer Success
• Success Was Not Always Guaranteed
• What Are Application Services?
• What Services Do We Provide?
• Project Starter Kits with Predefined Scopes
• Things I've Pick up Along the Way
• Checklists are not just for…
• OKRs Measure What Matters
• Agile Is Where It Was/Is At
• Value Stream Stages
• Project Tool Workflow
• Project Best Practice & Lessons Learned
• Bulk Product Upload
• Email Tactics, Landing Pages
• CSS, JS, HTML Oh My
• Web Accessibility
• Custom uStore Programming
• Q&A
Agenda
Todaywe will coverthe
followingtopics

4. Why Do This
Now?
Why Now?What is the
problem? What Services
and How?
• New Services To Improve Customer Success
• Success Not Always Guaranteed
• What Are Application Services
• What Services Do We Provide?
• Project Starter Kits with PredefinedScopes

5. © 2019 XMPie, A Xerox Company. All Rights Reserved
New Services To Improve Customer Success
• Jeff Stewart hired as Director of
Services in April 2019
• Tasked with Creating, Launching,
and Growing for fee Customer
Application Services
• Will manage internal and external
resourcesto deliver projects that
make XMPie CustomersSuccessful
Create
Launch
Grow

6. © 2019 XMPie, A Xerox Company. All Rights Reserved
Success Not Always Guaranteed
Marketing Automationand Cross Media projectstend to involvemultiple disciplines and areas of expertiseand
management complex
• Why Projects Fail
• Not writing things down
• No common goal(s)
• Poor communication
• What was Missing
• Managing the complexity
• Defined scope of effort
• Measurable timebound objectives
• Timelines of action steps
• What are Success Driversof projects?
• Embrace complexity
• Objectives and Key results
• By-in and sponsorship of executives
• Timelines and milestones
• Routine communication and updates

7. © 2019 XMPie, A Xerox Company. All Rights Reserved
What Are Application Services?
• Implementation Consulting Services
• 1st projects for new customer
• Develop larger customer projects
• By the hour consulting and team boost
• Project scoping and design
• Setup / Stand Up Services
• StoreFlow / uStore Custom Configuration
• UPlan / uCreate / VDP Documents
• uProduce Custom Configuration
• Circle Workflow Design and Creation
• Etc? You tell me.

8. © 2019 XMPie, A Xerox Company. All Rights Reserved
What Services Do We Provide?
• Services Across Product Catalog
• Personal Effect servers
• Circle Cross-Media campaigns
• StoreFlow/ uStore eb2print storefrots
• Template Migration Conversion
• iWay templates
• EFI templates
• FusionPro templates
• Custom Functionality
• Complex Proof of Concepts
• uStore extensions / behaviors / programming
• Circle Campaign flows an integrations
• Fill the Gap Consulting

9. © 2019 XMPie, A Xerox Company. All Rights Reserved
Project Starter Kits with Predefined Scopes
Bronze,Silver, Gold Levelswith scopeestimatesget the conversationstarted
Circle XM Campaigns
• <10 touchpoints, email / print, landing
page, known recipients
• 10-20 touchpoints, RURL/GURL, known
and referral recipients, exTP
• Many touchpoints and routes,
multiple CTA and outcomes,
3rd party integrations
StoreFlow Storefronts
• 1 storefront,simpleskin, <10static,1
dynamic,1 composite,1 kit products
• 3-5 storefronts,1-2 product
templates,<50 static,<5 dynamic,1-
2 composite,1-2 kit products
• 6+ storefront,5-10 product
properties,multipleproduct
templates,<500 static,<10dynamic,
4-6 composite,5 -10 kit products

10. Things I've
Pick Up Along
The Way
Best Practicesfrom other
realms appliedto
implementationprojects
• Checklists are not just for…
• OKRs Measure What Matters
• Agile Is Where It Was/Is At
• Value Stream Stages
• Project Tool Workflow

11. © 2019 XMPie, A Xerox Company. All Rights Reserved
Checklists are not just for… anymore
The number one reason peopledo not use checklist is that theythink theyare too smart or good
• The Checklist Manifesto focuses on
the use of checklists in relation to
several elements of daily and
professional life.
• Too often the simple missed step
can spell disaster or unnecessary
mistakes
• Business Processescan be simply be
sets of checklists - remindersof best
practices and lessons learned

12. © 2019 XMPie, A Xerox Company. All Rights Reserved
OKR’s Measure What Matters, Notwhat Doesn't
Objectivesand KeyResultsare an increasingly popular methodof goal setting and tracking, even though it has been
around for almost 50 years
• Legendary venture capitalist John Doerr reveals
how the goal-setting system of helped tech giants
from Intel to Google achieve explosive growth—
and how it can help any organization thrive.
• Goal Setting and Tracking is its most simple, and
effective, form of stategic alignment
• If it is simple people can and will use it, I use it for
defining strategic intent and the
• Each has timebound measurable outcomes to know
when you get there or if you are one the right path

13. © 2019 XMPie, A Xerox Company. All Rights Reserved
Agile For Best Practices in Projects
Based on The Agile Manifesto the Methods are Rooted in what I learned as Extreme Programming 20+ years ago
• eXtreme Programming methodology moved me
away from waterfall project management - It
defined for me 2 principles
a) backlog of requirementswith A-B-C priority
b) not everything needs to be defined up front
• I started calling this Just-In-Time design
• Agile Manifesto formalized backlogs defined by
User Stories, and with user stories effort scored
as Story Points - not man-hours
• Story Points used for effort estimates in
comparison to other stories and considers team
velocity, not individual hours

14. © 2019 XMPie, A Xerox Company. All Rights Reserved
Agile based Feature Customization Stories
Userstories are written by or for users or customers to influence the functionality of the systembeing developed.
• As a <stakeholder>
• I want to <do something>
• So that <value statement>
• I know it works when <acceptance test>
• Based on successful applications of
Agile User Stories … with
enhancement and simplification
• Captures project requirements as
OKRs as outline for story back-log
aligned to product setup and
customization settings – and a test
• User Story is an informal, natural
language description of one or
more features of a software
system. User stories are often
written from the perspective of
an end user or user of a system.

15. © 2019 XMPie, A Xerox Company. All Rights Reserved
Value Stream Stages
Keyto successis simple repeatableprocessesand best practice tools.Value streams stages layout theseroutine
goals,objectives,activities,and stepswhich utilize checkliststo preventmissing things important
Project
Discovery
and Scoping
Pre Scope
Project
Implementatio
n and Delivery
Plan Setup Develop Test Deliver
Project
Turnover and
Go Live
Train Launch

16. © 2019 XMPie, A Xerox Company. All Rights Reserved
Project Plan Workflow – Stage Goals Objectives Tasks Steps

17. © 2019 XMPie, A Xerox Company. All Rights Reserved
Sampletop level OKRs
Objective
Why
Key results
What
What
What
What
Objective
Meet andExceedW2P CustomerExpectations forupgradeMarComCentral
to StoreFlow storefronts
Key results
FamiliarUser ExperiencebasedonMarComCentral StoreFront
ModifiedCustomizationPage'Tab' Controlswith'Accordion'ControlsCustom
User Profilechangemanagementandapprovalworkflow'
EnhanceWebPagesand Testfor WCGAAG 2 guidelineadherenceto ensure
usability
Deploy Static, Dynamic,andCompositeUploadStoreFlow Products

18. © 2019 XMPie, A Xerox Company. All Rights Reserved
OKR mappingto FeatureCustomizationStories

19. © 2019 XMPie, A Xerox Company. All Rights Reserved
Project Tool Workflow
Linked documentsthat implement and support the project plan workflowvalue stages
Packaged
Options
Background
OKRs
Project
Scoping
Budgetary
Estimate
Statement
Of Work
>> > >
Project Plan
Workflow
Solution
Development
Feature
Stories
Acceptance
Tests
Go Live
Checklist
>> > >

20. • Bulk Product Upload
• Modern User Experiences
• CSS, JS, HTML Oh My
• Web Accessibility
• Custom uStore Programming
Project
Best Practice &
Lessons Learned

21. © 2019 XMPie, A Xerox Company. All Rights Reserved
uStoreProduct Bulk Upload
A. Mass import of (2000-3000) static
catalog products exported for
system migrations
B. Bulk addition of (5000) dynamic
product by copy and customize of
master product templates
C. Mass import of category hierarchy
of> 300 groups

22. © 2019 XMPie, A Xerox Company. All Rights Reserved
ModernFamiliar UX with Custom NG Themes
A. Create familiar User Interrace and
Experience my mimicking
previous storefronts
B. Deliver modern and expected UX
with ReactJS components
C. Easily add front end capabilities
via React pages and new uStore
API

23. © 2019 XMPie, A Xerox Company. All Rights Reserved
Use Custom JavaScript Code to modify CSS, JS, HTML
A. Transformed thumbnail gallery
scroller into slider with pan and
zoom
B. Change layout of form labels
and fields to horizonal
alignment and narrowing
C. Modified customization page
incorporating accordion control
instead of tab steps

24. © 2019 XMPie, A Xerox Company. All Rights Reserved
Web ContentAccessibilityGuidelines(WCAG)
Ensure Storefrontsare Accessiblefor ALL Customersand here to reqgulatpryrequirements
A. Enhance Custom NG Theme
per WCAG guidelines
B. Evaluate Compliance with tools
and reports
C. Enable Preparation for
Government, NGO
and Enterprise requirement for
accessibility

25. © 2019 XMPie, A Xerox Company. All Rights Reserved
Custom Programming to ExtendPlatforms
A. URL API for fast uProduce
Proofs
B. Extend StoreFlow
Functionality to Outside
Resourcessuch StreetView
C. Alternative
Storefront Ordering (not
uStoreConnect) such as
spreadsheet upload

26. Q&A

27. What we’ve covered...
• Who
• What
• Why
• How
ApplicationServicesfrom XMPie
available to help reduceriskandimprove
your ROI
Takeaways

28. Contact me anytime
Jeff Stewart
Director of Services
Jeffrey.Stewart@xmpie.com
https://www.linkedin.com/in/jeffreyastewart/