CUSTOMER INFORMATION 2| 2017 · our Upgrade Flyer for Contracts, Rights, and Royalties (“STREAM” / “Overview” – download section on right-hand side) The 360° view apps

In case you were not able to meet us at our Frankfurt Book Fair booth: in this issue of Customer Information, we’ll brief you on our company’s most important innovations, explain the various technologies and concepts that help create the speed and intuitive-ness of STREAM, and, of course, present the most important software enhancements in our patch 2 | 2017 for the Classic Line. We see the year nearing its end: we wish you a wonderful festive season and look forward to continuing working with you in 2018.

STREAM: modern technology

for 360° views ...................................... 1

New Web Apps

and the complete STREAM family ...... 2

Interview on Rights Portal ................... 3

News from publishers ........................... 4

Case Studies

F.A. Davis, Noordhoff ............................ 4

Developments at Klopotek ................... 6

Save the Date

Publishers‘ Forum 2018 ........................ 7

Classic Line Patch 2 | 2017

Important Enhancements ............. Insert

C O N T E N T

Dear reader,

Why upgrade to STREAM?

“Using STREAM is fun”: Nella Klopotek, EVP UX Design & UI Development, and Peter Karwowski, CTO, explain in a de-tailed interview which includes aspects of technology, conceptual thinking and proj-ect management, why publishers should upgrade to STREAM technology: reduced costs of ownership and happy users.

You’ll find the interview on our website: “STREAM” / “Overview” – download section (right-hand side)

Interview on the advantages of the STREAM technology and agile software development

STREAM: ‘The 360° Brand‘

Our central, multiple business process-specific web apps provide complete 360° views on the information in the key areas of publishing you deal with every day. All information relevant to the various func-tional types of users in your organization is available at one glance. Providing true workflow support, STREAM makes it possi-ble to directly take decisions and act based on the clear views of the data and analyses that are displayed.

C U S T O M E R I N F O R M AT I O N 2 | 2 0 1 7

Kind regards , Nella KlopotekNella Klopotek, EVP UX Design & UI Development

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“Klopotek has invested in these STREAM applications to support the ideation and production processes of publishers. The list of applications is neither fixed nor complete, and may still change – depending on the requirements of the Members of STREAM development Partner Program.“

Dr. Michael Castner, Director Product & Solution Management, Klopotek

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A short introduction to our new Klopotek STREAM apps

STREAM is characterized by agile devel-opment and the highly reusable Klopotek Sotware Development Kit. These features enable us to speed up our time-to-market. In this issue, we’d like to shortly introduce you to our new ‘STREAM family members’:

Blurb Manager: creating and adding all types of texts for title approval and marketing made easy.

www.klopotek.com: „STREAM“ / „Blurb Manager“

CUSTOMER INFO NO. 2 | 2017

Royalty Accounting Manager: user-defin-able view of royalty statements, advance remittances and account information in a customizable dashboard.

Royalty Sales Editor: simple and effective editing and correcting of erroneous sales lines, e.g. market channels.

Find out more about these two apps in our Upgrade Flyer for Contracts, Rights, and Royalties (“STREAM” / “Overview” – download section on right-hand side)

The 360° view apps are blazing-fast and make use of highly configurable widgets that can display information from third-party applications outside of Klopotek. They are also characterized by modern jump-out functionalities to other STREAM apps and the Classic Line.

We’re happy to be able to confirm that Taylor & Francis Group has just completed a global roll-out of Product 360°. The compa-ny is also in a quality assurance project with us in the area of product data and business processes.

Best deal for upgrading: sign up for our STREAM Development Partner Program

Visualize and manage essential parts of the value chain life cycle in our complete 360° views:

Boost your ‘idea to approval’ and ‘plan toproduct’ phases in Title Management, Editorial, and Production (Central cloud-based app: Product 360°).

Handle all crucial tasks from rights acqui-sition, contract creation, and royalty accounting to rights selling and rights accounting in Contracts, Rights, and Royalties (Central cloud-based app: Contract 360°).

In our recent upgrade flyers, you’ll find out about new and more intuitive STREAM approaches to handle crucial tasks for TEP and CRR, new STREAM apps and the benefits of becoming an early adopter of STREAM technology.

Did you know that 14 of our customers with over 2,600 users in total have opted to switch to STREAM technology in 2017?

www.klopotek.com: “STREAM” / “Over-view” – download section on the right-hand side

Royalty Accounting Manager: comprehensive royalty account information at a glance

Overview of all available apps (as of 2017)

CRR

CRM

O2C

TEP Authors Online Contract Workflow Manager Rights Sales Manager Royalty Accounting Manager Royalty Sales Editor Intercompany Publishing Deals Contracts 360° Author 360° widgets

Procuct 360° Classification Manager Early Title Manager Vendor Portal /

Suppliers Online Blurb Manager

Contact Manager Contact 360° Ticketing CRM Portal

Area AreaApp App

Renewal Manager Order Manager

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In an interview with Publishing Perspec- tives’ Editor-in-Chief, Porter Anderson, published on 30 June 2017, Nella and Uli Klopotek point out the advantages of Klopotek’s Rights Portal with integrated Rights Sales Solution:

After having registered as Portal Users, rights buyers are able to create their in-dividual interest profiles, so other titles which will be relevant to them can be presented based on the information they provided. In the Portal, rights can be

Interview about STREAM supported Rights Portal

offered and acquired at a granular level. This makes it possible for the rights buy-er to bundle and combine the particular rights that have been selected as desired as one coherent step of a smooth workflow.

Porter Anderson sums up: “The funda-mental key to what father and daughter are building turns out to be flexibility. Klopotek STREAM is the company’s brand-ing for its web-based platform, adaptable for each end-user in a publishing house’s workflow and accessed in the cloud.”

You’ll find the interview in the “News” section of our website (“Overview”)

“The fundamental key to what father and daughter are building turns out to be flexibility.“ (Porter Anderson)

Source: https://publishingperspectives.com/ 2017/06/klopotek-stream-cloud-based-soft-ware-rights-portal/


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News from publishers

After 22 years, Callwey has renewed the contract with Kloptek – following an evalu-ation of software products from other pro-viders. As a result of the new agreement, the hosting and technical management of the software will be outsourced to Klopo-tek. Another element of the new contract is the option of a simple and cost-effective switch to STREAM. Christian Tesch, Head of Marketing and Sales, Callwey, explained about the new agreement: “We’re glad to renew the long-term partnership with Klopotek and look forward to the benefits of switching to working in the cloud.”

Holiday House Publishing – a renowned, New York-based children’s publisher of quality children’s books for more than 80 years – has selected Klopotek’s Product Planning and Management system (PPM / Classic Line – as SaaS) for their new book publishing ERP system. This software proj-ect is to go hand in hand with the publisher’s plans to expand their business. Derek Stor-dahl, General Manager, explained about

their selection: “With a growing number of titles to handle and the rights business becoming more complex in the digital world, we chose Klopotek PPM because it provides an integrated, end-to-end solu-tion to all our requirements. We are also impressed by Klopotek’s continuous in-vestment in technology and their efforts to establish best practices in publishing.”

The Dutch publisher Brill – “over three cen-turies of scholarly publishing” – went live with the Klopotek STREAM app Authors Online in June 2017, a smart tool for pub-lisher’s employees, authors, and agencies. Brill has now started to use Authors Online for e-statements (sending out automated e-mails notifying the authors that they can now view their e-statements by log-ging into the app). Providing e-statements instead of printed statements saves time, decreases your costs (paper, printing, post-age) and is environmentally friendly (re-source conservation).

Find out more in a webinar we recently held: https://vimeo.com/183803373

Georg Thieme Verlag and Thieme Medical Publishers have gone live with the Global Sales System on Version 11.0 of the Klopo-tek Classic Line. They have also started using the STREAM web app Renewal Man-ager.

More information on the Global Sales System: www.klopotek.com / “Innovations” All details on the Renewal Manager can be found in the “STREAM” section

We are happy to announce that Cornelsen is now a Klopotek customer. Franz Cor-nelsen is one of Germany’s largest publish-ers, creating and distributing educational materials for a wide market, ranging from primary-school education to vocational training. This publishing group is now in a project with us in the area of contract and royalty management. A first go-live is scheduled for the beginning of 2018.

New Case Studies

More than just short success stories: detailed interviews. Klopotek Case Studies provide in-depth information about recent software implementation projects:

F.A. Davis Company: PPM, O2C ten years ago; STREAM – Product 360°, Early Title Manager

On the tenth anniversary of Klopo-tek’s go-live, George Ricciardi, MIS / Internet Services Director, reflects on the changes in the market, the grow-ing complexity of handling a varied

product portfolio, and the benefits of the cloud-based platform Klopotek STREAM for optimized workflow.

https://www.klopotek.com/ Case Study F. A. Davis

Noordhoff Uitgevers: Klopotek CRM Solu-tion Implementation – STREAM Contact 360° and Ticketing

In order to provide a seamless and per-sonalized Customer Journey to your vari-ous target groups (universities, schools, teachers, students – often operating and exchanging experiences in communities), publishers need a solution which enables you to learn from all the individual users of your portal. It is vital to address the right person with the right information at the


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Knowledge shared: User Groups

In October – at the Frankfurt Book Fair – and in November in Orlando, Florida, the most recent Klopotek User Groups for our customers in the German-speaking coun-tries and in North America took place. A clear focus was put on the STREAM tech-nology platform. Thanks for coming and discussing with us!

Source: www.plantyn.com – the CRM projects for Noordhoff and Plantyn have both been completed successfully.

right time – browser-based and on all types of devices. Klopotek has implemented this for Noordhoff Uitgevers (with other educational publishers, such as Liber and Plantyn, part of the Infinitas Learning Group) by integrating a wide range of state-of-the-art technologies to create a unique CRM solution. “The more information you have, the better and more targeted the communication will be,” explains Olaf Hoge, Manager Services, in a talk with us.

The CRM implementation projects for Noordhoff and Plantyn – integrating Liferay and Salesforce – have now been completed (using XML and Web Services). For Plantyn, a multilingual website, special filtering, and an automated registration process for teachers and students were additional ele-ments.

The web app Ticketing, an essential part of CRM, is now also live at these publishers.

www.klopotek.com/Case Study Noordhoff

How Klopotek implements the EDItEUR standards for its customers

As part of our membership of EDItEUR and as partner of the publishing business, we are involved in the continuing develop-ment of standards for data quality in pub-lishing.

In an interview, Dr. Michael Castner, Direc-tor Product & Solution Management, Dr. Dirk Wetzel and Bernd Scheufler-Bolze, Product Managers, set out how Klopo-tek supports and utilizes the standards in general and the 2016 updates ONIX 3.0.3, thema 1.2, and ICEDIS in particular in soft-ware solutions for its customers.

You can find the interview on our website at “News“ / “Editorials“


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We are happy to announce that Ilhan Aksoycan has decided to step down as the chairman of the Super-visory Board of Klopotek AG and to take the position of Chief Operating Officer

of the company. In this role, Ilhan will focus on the development of the global Profes-sional Services unit as well as taking the executive role in supporting a number of major customers.

Ilhan has more than 30 years experience in managing IT organizations and more than 20 years experience in the publishing in-dustry. He has been the European CTO and EVP for Internet services at VNU publishers (Verenigde Nederlandse Uitgeverijen) as well as the global CTO of Wolters Kluwer.

New office in Berlin

We’ve just moved to a new address in the German capital: our company headquar-ters are now located in Lorenzweg 5, 12099 Berlin. This office is close to the U6 subway line (change at Friedrichstraße); car park-ing is also available.

You’re very welcome to visit us at our new office and get a demo of the most recent additions to our growing portfolio of Web Apps which run on our cloud-based tech-nology platform STREAM.

Ilhan Aksoycan to join Klopotek as COO

Slice & Dice: Sylvie Kempf, Head of Finance and Controlling, and Peter Karwowski, CTO, gave a formal start to the internal celebration of having moved the Berlin office to Lorenzweg 5.


The red builing in the center of the picture is where the new Berlin office is now located.

In his opening speech, Wolf-Michael Mehl, Manag-ing Director, gave a brief overview of the building’s manyfold history. It is one of the oldest industrial buildings in the Tempelhof district and once hosted a large telegraph company.

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The next Publishers‘ Forum will take place on Thursday, 26 April, and Friday, 27 April 2018, at the dbb forum in central Berlin.

The motto is: “Beyond Publishing – Direct-to-Consumer, Big Data, ArtificiaI Intelli-gence: enrich your organization’s mind-set to become a trusted provider of knowl-edge and services.“

Register now to benefit from our attractive Early Bird rates (available till 15 February 2018 for publishers and service providers).

Find all the details on the event and a regis-tration form at www.publishers-forum.com

Last, but not least: save the date for the Publishers‘ Forum

Impressions of Publishers’ Forum 2017

The Publishers’ Forum GmbH,

a Klopotek company

www.publishers-forum.com

. . . Save the Date!

REGISTER NOW

Pst. . .

Publishers’ Forum26 – 27 April 2018

G O I N GF U L L C I R C L E


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Enhancements of the Classic Line in patch 2 - 2017

Contracts, Rights & Royalties

Generation of comments for claimsUsing a batch procedure of the Klopotek system, you can generate subsidiary rights claims from data in rights sales contracts – both for regular statements and for irregular install-ments as agreed in the rights sales contract. As of version 10.8, your system administrator specifies whether the comments for the subsidiary rights claims should be automatically generated by the batch procedure or not.

By default, the comments are not generated automatically. If you choose the other op-tion, they are displayed in the ‘Rights Revenues’ module and enable you to identify which irregular installment a claim relates to.

Rights revenues: configurable contract nameFor subsidiary rights invoices, your system administrator can now – as of version 11.0 – specify whether the ‘Sub rights claims document printing to interface’ batch procedure prints the contract short name or the contract subject on the documents as the contract name.

Royalty recipient: delete alternative payeeOn the ‘Beneficiaries’ tab in the ‘Royalty Recipient’ module, the ‘Delete Line’ option (pop-up menu) is now available (as of version 10.8), so that an alternative payee in the ‘Payee’ group box can be deleted.

Title Management, Editorial & Production

External product search: project number In the ‘Products’ module, you have the option of uploading a list of products from a file (*.csv oder *.txt) as a results list. After you use the ‘External Product Search’ option (pop-up menu), you can then, for example, perform a collective revision for these products.

Until now, you were able to enter the ISBN, order number, or work number as the product identifier in the first column of the file. As of version 11.0, you can also enter the project number to identify the product.

Production – section: pagination with Roman numeralsIn the ‘Production’ module, you specify the first and last page number for each section. As of version 11.0, you have the additional option (for more refinement) of indicating that pagination of the section should be in Arabic or Roman numerals via a checkbox.

The information on the type of numbering used is exported (Message Based Service ‘Sup-plier Order adaptor (OUT)’) and can be used for various forms of automated order place-ment.

Modification to notes causes product updateOn the ‘Notes’ tab (‘Business Partner’ form), it is possible to enter information (such as an author’s biography) that the ‘VLB Title Registrations in ONIX Format’ batch procedure exports as data regarding the product’s originator.

Whether or not new, modified or deleted notes regarding the business partner result in an update to the product(s) that this business partner is assigned to as an originator depends on your system settings. An update to the products results in modified values in the ‘Data Entry Info’ window (as of version 10.8).

Production – Shortcut for closing extended calculation if macro invalidIn the ‘Production’ module, you use the extended calculation to, for example, calcu-late the break-even point for a production project and use it in the Klopotek applica-tion. The extended calculation is created using Excel®, and the Excel® templates for the extended calculation can be custom-ized. The use of macros is also possible.

It may happen that a macro becomes inval-id (e.g. for compatibility reasons or as a re-sult of links to external resources that have become invalid) and causes Excel® to crash. If Excel® crashes, the Klopotek application remains in a waiting state and, until now, had to be restarted in such cases.

As it may require a great deal of effort to manually revise all the affected calcula-tions, now, as of version 10.8, a shortcut is available to close an extended calculation with an invalid macro and continue work-ing with the application (Ctrl+Shift+Del).

Order to Cash

Company-group-specific addressesKlopotek O2C offers features that support the use of a common business partner with different address by multiple companies (company groups) in the context of sales and distribution (as of version 10.8). As a result, the user’s workload is reduced sig-nificantly and data security is improved.

Automatic creation of company-group-spe-cific addresses: For the modules ‘Customer (BSD)’, ‘Customer (JSD)’, and ‘Customer (ASM)’, your system administrator defines the company groups for which the system will automatically create new addresses as part of the entry of company-group-specific customer terms. In addition, new company-group-specific addresses are created for ex-ternal proprietor-level main addresses (not contacts) that are assigned to the standard usages ‘Delivery address’, ‘Invoice address’ or ‘Invoice mailing address’ for a business partner in the role ‘Customer (BSD)’.

© Klopotek 2017


Automatic assignment of / grouping via address reference: You can have the sys-tem automatically assign a unique address reference to all new addresses created at company group level as well the associated main address at proprietor level as the basis for independent downstream pro-cessing. The group of addresses can be clearly identified via the address reference.

Document printing: archiving documents that are not printedTo ensure compliance with the require-ments set forth by law, documents that are not printed must also be archived. As of version 11.0, the archiving run for these documents is started separately in the first printing mode.

E-mail address in ordersElectronic products are not physically shipped; instead the Klopotek system sends a message with a reference to the product purchased and the relevant e-mail address to the distribution system. In order to sim-plify and speed up data entry for large orders (e.g. bundles of 100 or more e-books for a single recipient such as a library), you can (as of version 11.0) specify a single e-mail address which applies to all the order lines.

International Address Pool

Identifiers / address references: configu-rable displayUsing the highly generic ‘Identifiers and Address References’ option (pop-up menu) in the ‘Business Partner’ module, you man-age all the necessary types for individual applications or external systems with the associated identifiers (e.g. the Internation-al Standard Name Identifier [ISNI]) and ad-dress references. Identifiers reference busi-ness partners and address references refer to addresses.

If identifiers or address references have been entered for a business partner, your system administrator can now, as of version 10.8, configure whether the ‘Information’ box (‘Busi-ness Partner’ tab) displays

the type and value for the identifier or address reference only the type without the value no information at all on the type

This gives you the flexibility to make the identifiers and/or address references that are most important to you visible on the ‘Business Partner’ tab. The system displays the types in the order configured via the sort key.

Uniserv – risk address check When entering or modifying addresses, you can check them against exclusions that already exist in the address pool. Your system administrator activates the check, defines the profile to be used, and stores the rules for scanning the address data for risk addresses. The predefined rules provided by Klopotek have been revised (as of version 10.8): contacts are included in the check and the number of false positives was reduced.

And did you know … ... copying write-protected data It is possible to copy write-protected data (such as the contract number) from boxes in the Klopotek system by holding [Ctrl] and clicking the right mouse button. This function copies the entire content of the respective box and moves it to the clipboard, so you can paste it in a different box or document (version 11.0).

… Installation with Microsoft Server 2016 is now possibleWith Patch 2 / 2017 the Q/A processes for MS Server 2016 have been completed: at this patch level, our software can be installed on MS Server 2016 without any issues.

… No problem with GDPR and changes to copyright lawsThe Klopotek software already complies with the upcoming changes to the Urheber-rechtsschutzgesetz (copyright laws) in Germany. Early next year, following the delivery of Patch 1 | 2018, this will also be the case for the GDPR (General Data Protection Regulation of the European Union).

… Classic Line and STREAM are perfectly integratedDid you know that we’ve achieved a seamless integration of the STREAM platform and the Classic Line? Especially the STREAM apps that provide 360° degree views on data are perfect starting points for searching, receiving and perceiving information. It is easy to directly jump to specific editing fields in the Classic Line from the various STREAM widgets for titles, contacts, classifications, etc.

28 of our customers have upgraded to version 11 of the Klopotek Classic Line

© Klopotek 2017


Enhancements of the Classic Line in patch 2 - 2017

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WE WISH YOU A WONDERFUL FESTIVE SEASON

AND LOOK FORWARD TO SEEING YOU AGAIN IN 2018

© Klopotek 2017 www.klopotek.com

Questions? Feedback? Please drop us a line: [email protected]


Documents

CUSTOMER INFORMATION 2| 2017 · our Upgrade Flyer for Contracts, Rights, and Royalties (“STREAM” / “Overview” – download section on right-hand side) The 360° view apps