Case StudyCase Study

Case StudyGlobal Banking Institution

OverviewOverview

Barclays Capital—one of the world’s oldest and most renowned financial institutions,with offices throughout the Americas, Mexico and Canada—required an online solutionfor fulfilling corporate stationery, presentation materials, tabs and specialty papers. Thesolution had to facilitate variable data for invitations, envelopes, business cards andstationery, with translations, all printed-on-demand within 24 to 48 hours of approval,and it had to be available 24 hours a day, 365 days a year. After a very carefulscreening and proposal process, Print by Premier + More was selected as the resourceto deliver the solution. Edward Sanders of Print by Premier + More, a division ofPremier Supplies, put together a handpicked team of consummate professionals todevelop, program and deliver the Barclays solution for all of its very diverse groupswithin 60 days of being awarded the print-solution contract.

Brand Standards Made EasyBrand Standards Made Easy

The ChallengeTo develop a robust, yet easy-to-use solution for Barclays, BarclaysCapital and Barclays Wealth, specifically tailored to each brand andhierarchy of their unique business rules. After meeting with the leadprint consultant of Barclays, a wish list was developed as to what theideal system would provide from a functionality standpoint.

Some of Barclays key requirements are listed below

•Self registration and approval of users•Friendly look of Barclays’ branding

•Cost center integration•Visuals of every item (300-plus products)

•True PDFs of all variable print•Multi-approver framework

•Real-time print-bindery-delivery status•Multiple-group restricted access

•Detailed reporting•SAP integration—tap-out system

•Real-time inventory and warehousing•Electronic signature capture

•Third-party shipping integration•Job tracking and production status

The ChallengeTo develop a robust, yet easy-to-use solution for Barclays, BarclaysCapital and Barclays Wealth, specifically tailored to each brand andhierarchy of their unique business rules. After meeting with the leadprint consultant of Barclays, a wish list was developed as to what theideal system would provide from a functionality standpoint.

Some of Barclays key requirements are listed below

•Self registration and approval of users•Friendly look of Barclays’ branding

•Cost center integration•Visuals of every item (300-plus products)

•True PDFs of all variable print•Multi-approver framework

•Real-time print-bindery-delivery status•Multiple-group restricted access

•Detailed reporting•SAP integration—tap-out system

•Real-time inventory and warehousing•Electronic signature capture

•Third-party shipping integration•Job tracking and production status

STEP 1 SELECT ITEM(S)STEP 1 SELECT ITEM(S)

THE WEBSITETHE WEBSITECLEANCLEAN--EASYEASY--DETAILEDDETAILED

#2 VIEW#2 VIEW

#4 PROOF#4 PROOF

#3 ENTER#3 ENTER

#6 CHECKOUT#6 CHECKOUT#5 SHIP#5 SHIP

#4 PROOF#4 PROOF

Programming the Technology

Calling upon their experience and talent in preflight, workflow and production, theconsortium of industry experts assembled by Print by Premier + More developed acorporate store technology as the basis for the solution. The system was designed tomake it easy for the client/consumer to use and also simple for the printer to producethe work. The system would use true type fonts, real-time PDF’s and a true workflowinterface to monitor each step of the process while providing instantaneous informationto the consumer/approver. As the system developed, it became an extension of thecorporate guidelines, with an automatic ability to kern and adjust the leading ofcharacters within the templates and products as required. This ability eliminated theneed for custom, time-consuming, offline typesetting—with their associated designtweaking and approvals—improving the service level expectations for the clients.

Implementing the Solution

After meeting with the lead print consultant of Barclays, a comprehensive plan wasdeveloped to launch the various brands in stages. The process would start withBarclays Capital, followed by Barclays Wealth, and then all of the presentation andmarketing materials. The system would have the look and feel of Barclays’ ownIntranet, providing an appeal similar to what was being used internally by variousgroups. Training manuals were made available as very simple screen captures,including step-by-step information explaining how to design, proof, approve and order(DPAO™) within the system. Online demonstrations via GoToMeeting® weredemonstrated to the groups, in addition to in-house training.

Programming the Technology

Calling upon their experience and talent in preflight, workflow and production, theconsortium of industry experts assembled by Print by Premier + More developed acorporate store technology as the basis for the solution. The system was designed tomake it easy for the client/consumer to use and also simple for the printer to producethe work. The system would use true type fonts, real-time PDF’s and a true workflowinterface to monitor each step of the process while providing instantaneous informationto the consumer/approver. As the system developed, it became an extension of thecorporate guidelines, with an automatic ability to kern and adjust the leading ofcharacters within the templates and products as required. This ability eliminated theneed for custom, time-consuming, offline typesetting—with their associated designtweaking and approvals—improving the service level expectations for the clients.

Implementing the Solution

After meeting with the lead print consultant of Barclays, a comprehensive plan wasdeveloped to launch the various brands in stages. The process would start withBarclays Capital, followed by Barclays Wealth, and then all of the presentation andmarketing materials. The system would have the look and feel of Barclays’ ownIntranet, providing an appeal similar to what was being used internally by variousgroups. Training manuals were made available as very simple screen captures,including step-by-step information explaining how to design, proof, approve and order(DPAO™) within the system. Online demonstrations via GoToMeeting® weredemonstrated to the groups, in addition to in-house training.

The Reaction - Within a few weeks, the feedback included:

•“Why didn’t we do this sooner?”

•“This is so easy and simple to use!”

•“Wow! We can track all aspects of production and have real-time information!”

•“The proofs and edit controls are awesome; eliminate mistakes, saving time & money.”

•“This system is absolutely breathtaking—makes our jobs extremely easy.”

•“Print by Premier + More lived up to its promise of the best solution we’ve ever seen!”

The Conclusion

Barclays successfully launched a national print procurement, proofing, inventory andcorporate store. The company could rest assured its brand image and level of serviceto all of its business units were consistently handled 24 hours a day, 365 days a year.Costs, which had previously fluctuated by region (due to volumes), are now the same.Quality is identical across all groups and regions by using the same source. Andshipping costs to the tri-state area of New Jersey, New York & Connecticut areeliminated by using the Premier Supplies fleet of trucks, which deliver supplies andprinted products to that region’s locations. Locations outside of the tri-state region areprovided shipping through Barclays’ FedEx® account, with a real-time punch-out basedon weights provided real time freight costs.

The Reaction - Within a few weeks, the feedback included:

•“Why didn’t we do this sooner?”

•“This is so easy and simple to use!”

•“Wow! We can track all aspects of production and have real-time information!”

•“The proofs and edit controls are awesome; eliminate mistakes, saving time & money.”

•“This system is absolutely breathtaking—makes our jobs extremely easy.”

•“Print by Premier + More lived up to its promise of the best solution we’ve ever seen!”

The Conclusion

Barclays successfully launched a national print procurement, proofing, inventory andcorporate store. The company could rest assured its brand image and level of serviceto all of its business units were consistently handled 24 hours a day, 365 days a year.Costs, which had previously fluctuated by region (due to volumes), are now the same.Quality is identical across all groups and regions by using the same source. Andshipping costs to the tri-state area of New Jersey, New York & Connecticut areeliminated by using the Premier Supplies fleet of trucks, which deliver supplies andprinted products to that region’s locations. Locations outside of the tri-state region areprovided shipping through Barclays’ FedEx® account, with a real-time punch-out basedon weights provided real time freight costs.

CROSSCROSS--MEDIAMEDIAONON--LINELINESTORESSTORES

MARKETINGCOMMUNICATIONS

BrochuresBrochuresCollateralCollateralInventoryInventoryStationeryStationery

Presentation MaterialsPresentation Materials

CROSSCROSS--MEDIAMEDIAONON--LINELINESTORESSTORES

MARKETINGCOMMUNICATIONS

BrochuresBrochuresCollateralCollateralInventoryInventoryStationeryStationery

Presentation MaterialsPresentation Materials