Thursday, June 26, 2014

The Marketing Supply Chain Field Guide: Part 11 - Vendors in the Chain

Over the course of the past two installments, we have identified the various marketing, communication, direct mail, packaging and display material categories that organizations may manage and source through their marketing supply chains. While we can easily say that some form of printing is a critical element in the production of each marketing material category; we can’t simply lump all printing together. Just as there are a variety of marketing material categories, there are a variety of vendors – print and otherwise – with distinct capabilities on whom we rely on to produce and assist in the execution of the projects in our marketing supply chains. Today we will explore some of those primary producers.


When You Think “Printer” You Think About These Guys


Commercial printers are your good old all-purpose printers. Or are they? Variety, demand, expectations and ever-changing processes and technologies mean that specialization is becoming the norm. Sure, there are commercial printers who can and will print anything and everything they can squeeze out of their equipment and resources. There are also many commercial printers that despite technically having the capability to produce on a broader scope choose to specialize.


A vendor may do a fine job of producing a certain material for a good price because it fits their specialty. But given a material they are capable of printing, but that is outside of their area of specialization, quality and price may not be up to par. This is just one of the reasons why knowing the true, objective capabilities, capacities and levels of quality of all of your vendors is crucial to an efficient and effective marketing supply chain.


Consider the Whole Package


Aside from simple boxes, bags and other containers and labels of stock sizes and shapes that are custom printed; the production of most packaging is very specialized. Effective packaging in today’s marketplace often pushes the limits of production methods and materials. Substrates run the gamut from paper and card stocks to corrugated materials, metals, plastics, glass, wood and other organic materials. Every form of printing from digital and offset to silk screening, embossing, stamping, painting and even non-ink methods are used. Die cutting, folding, converting and other forms of physical manipulation are common and multi-part packages made of dissimilar materials are as ubiquitous today as a simple box was in the past.


Packaging is an attractive and lucrative market for printers as well as processors of plastics, metals, glass and other materials. It’s not uncommon to find printers who are able to print on surfaces they never would have considered in the past. It’s also not uncommon to find producers and suppliers of cans, bottles, jars, plastics and other packaging materials with in-house printing capabilities. Regardless of whether the packaging vendor is a printer or otherwise, packaging is the face of the product, and knowing that the vendor’s capability, capacity and quality are a precision match to project specs is of the utmost importance.


Creating Something with P.O.P.


If marketing materials were a family, point of purchase, or POP, displays and packaging would be first cousins. In fact much of the same that was already said for packaging above can be said for displays, signage and other materials intended to attract attention where a product is being sold. POP materials can essentially anything from uniquely-printed and constructed boxes, to permanent or semi-permanent merchandising fixtures, electronic displays, simple printed signs, banners, shelf-talkers and the like or anything in between. That means vendors of point of purchase materials can range from printers, to box and packaging specialists, to fabricators, cabinet makers and more. Elaborate POP displays may even require working with several vendors such as a commercial printer, a fabricator and a sign manufacturer.


Seeing the Big Picture


With the advent and subsequent growth of digital design and printing, one specialty area of the graphic communications industry that has grown by leaps and bounds is large or wide format printing. The capabilities of printers who specialize in the large and wide format area open a whole new world that goes beyond billboards and signage. This specialty is one that makes covering vehicles, walls, floors and other large objects with beautiful, detailed graphic images easier and more cost-effective than ever. Large and wide format printing is, however, definitely a specialty and something where capability and quality should be well-vetted. It is also an area of production where close, consistent communication and mutual attention to detail in project specifications is a must.


Join us next week when we wrap up our exploration of vendors you may encounter in the marketing supply chain with a look at some of the important yet often overlooked supporting vendors and partners.



The Marketing Supply Chain Field Guide: Part 11 - Vendors in the Chain

Thursday, June 19, 2014

The Marketing Supply Chain Field Guide: Part 10 – Materials in the Chain (continued)

Last week we began dissecting the catch-all term “marketing materials” to discover just what kinds of items may be flowing through your marketing supply chain. Even as we began our exploration with some of the more common, old-standby sort of marketing communication tools, we saw that there was much more complexity than the simple and bland-sounding description of “marketing materials” would lead us to believe.


This week we’ll explore unique items that may not commonly be thought of as marketing materials, but certainly are flowing through your marketing supply chain right now.


So Unforgettable We Forget It’s a Marketing Material


They’re pretty hard to escape in your daily routine, and if they’re done well, they’re hard to forget. Interestingly enough, many of us get so wrapped up in their function we forget that at their core, signage, point of purchase and merchandising displays are indeed marketing materials. I can’t tell you how many times I’ve spoken with fellow marketers and when the subject of printed marketing materials comes up they say something like “we really don’t do too many printed pieces anymore, most of our brochures and literature are digital now. Then I say “well what about your point of sale and merchandising materials?” and they get the “oh…yeah” expression on their faces. The whole point of these materials is to get attention, build brand presence and make customers buy. If that’s not a marketing material I don’t know what is.


So why don’t people think point of sale, display, merchandising and signage materials at their core level? One possible explanation is because marketing has become so fragmented and specialized based on function. There may be a team for displays and a team for collateral and a team for this, that and the other thing. Another explanation is simply that some forms of marketing communication tools are elevated in importance because the function they serve is seen as more important or their creation and management is considered more complex than others. Everything from copy to artwork to construction of display materials tends to be project specific. Often times multiple versions are required. More than one vendor or service provider may be involved and specifications are certainly crucial. On the surface a POS display may look more imposing than a product flier and there may be more people involved with it. While both are highly specific, target-focused marketing communication tools can be complex to coordinate, source, produce and manage.


So Important It Often Outshines the Product Itself


Every year around the holidays you are bound to hear stories about how someone’s child tore open a toy, took it out of the package, and then proceeded to be more enamored with the box than what was in it. It’s funny when you think of your friend being mad that they dropped 50 bucks on something their kid found less interesting than its packaging, but it also makes a point about how important packaging can be to attracting consumers to, making them want to buy, and then buy a product. Packaging has always been important to branding and marketing, but in today’s cluttered world, packaging is more complex and important than ever. To a marketer, the product really is the package and the package is more important than what’s inside it. Because of this close tie to the product, the packaging dictates how a product is shipped and stored or is designed around how it will be shipped and stored. Packaging may be considered more in the realm of product development. But let’s make no mistake about it, packaging is physical, graphic communication. It is intended to gain attention, make clear brand identification, encourage purchase and communicate usage and other important information. Packaging is a marketing material.


Perhaps even more than display materials, packaging is extremely complex and often highly customized. There may be multiple layers of packaging – like a bottle with a label on it, placed inside of a box with an informative insert included and a branded outer wrapper around the whole thing. Each element may come from a different manufacturer. Packaging may have to adhere to government regulations for labeling or notices. There are often multiple variations on size, shape or method merchandising in a retail environment, and packaging is often required to change because of new promotions or product evolution. With all of this information in mind, it’s easy to understand why packaging is part of the marketing supply chain mix and why it is important to manage packaging projects with tools built for the job.


So Much Fun We Forget Their Real Purpose


Let’s pretend that we’re walking through a trade-show and there are two different companies pitching the same basic thing. Both have nice looking professional displays and friendly looking staff. Company A has some really cool giveaways and novelties. Company B does not. Which booth do you go in first? Be honest! Chances are you’ll go to the booth that has the swag first. Chances also are that even after going into both companies’ booths, you’ll remember Company A down the road because that knick-knack they gave you is still sitting on your desk. Promotional giveaways, or advertising specialties as they are often called, are definitely marketing materials. They may not tell a big story or convey lots of benefits, but they say something about the personality of the organization. They make a personal connection and they’re memorable. But when many of us think about marketing materials we often forget about promotional materials. Why is that? Perhaps because once again we don’t connect with the term; giveaways are fun, the term seems boring.


If your organization is designing and sourcing branded tchotchkes for the purposes of connecting with and influencing prospects and customers, then they are items in your marketing supply chain. Granted, some promotional giveaways are fairly simple and are more personalized than fully custom-made. However some giveaways, especially those intended to stand out and make a big impact, can be rather involved and truly custom-built. But even in the case of simpler items, managing the project like any other in the marketing supply chain makes sense to control brand assets, track progress and get the job done on-time and on-budget.


So Big We Get Lost in Their Size


It was not all that long ago that large-format graphic communication required either custom painting or many individually-printed sheets assembled as one large installation. While both sign painters and traditional multi-sheet billboards still exist today, modern printing technology and new developments in printable substrates have made large-format graphic communication more accessible, adaptable and affordable than ever. Depending upon where the large-format item is being installed, it might be easy to forget that it is first and foremost a marketing communication tool and therefore a marketing material. For instance, your organization may be ordering a new fleet of delivery vans. The plan is to have these new vans covered in branded vehicle wraps. You certainly wouldn’t make such an investment without ensuring that the colors, logos or messaging was correct, would you?


Large-format communication makes a big impact at a big price. It’s easy to get wrapped up in the scale and scope of producing such projects. At the same time it’s also imperative that such projects are handled as marketing communication projects and that all parties involved with them are on the same page. The scale, cost, complexity, specifications and the people involved in large-format specialty projects are often unique to the project. One missed step or lost detail can be enough to take the project from colossal impact to colossal disaster. Managing large-format printing and graphic communication projects requires tools that can adapt to their scope and needs to ensure desired results are achieved.


While this installment wraps up our look at the kinds of materials that may be flowing through your marketing supply chain, it is by no means exhaustive. Just as we have said in the other marketing supply chain areas we have explored, there is no one across-the-board model to follow. The best that can be done is to go deeper than the surface, pull back the cover and expose a broad sampling of the many elements that comprise a simple term like marketing materials. You may never consider some of the materials we have discussed in this and the previous installment. You might use some that we didn’t discuss and certainly your organization’s mix of materials is going to vary from that of your competition. That’s why, over the past four decades, we have come to believe in the use of tools that are not only purpose-built for the job, but also tailored to the organization using them.


Join us next week as we explore the variety of vendors and partners you might encounter when managing projects in your marketing supply chain.



The Marketing Supply Chain Field Guide: Part 10 – Materials in the Chain (continued)

Tuesday, June 17, 2014

In the News - Digital Meets Print in a Unique Place

The communication potential of public restrooms is not something that has gone un-noticed. After all, everyone uses them and in the process becomes a captive audience. Even twenty years ago, at a nightclub I was marketing on Philadelphia’s waterfront, we had frames on the inside of the stall doors where we promoted upcoming events along with display ads from beverage companies. There is also the good old American ingenuity of posting the sports page of the day’s paper above certain male-oriented fixtures; giving guys a chance to catch the box score of the second half of last night’s double header instead of merely executing the silent, dead-ahead stare that is standard men’s room protocol.


Then there is this little bit of pure genius from south of the border.


Mas Por Mas a popular print and online Mexican newspaper looking for a way to increase readership and direct eyes to its online edition teamed up with ad agency FCB Mexico to take the news in the loo idea a step further. The paper has installed internet-connected paper towel dispensers in public restrooms that print the latest headlines right on the towel.


Pure. Genius.


Imagine the possibilities of this technology for marketing communications. Being internet-connected, content could be changed in real-time. Knowing where the dispensers are installed gives the ability for demographic and geographic targeting. If combined with other digital-meets-print technology such as augmented reality or other smartphone-scanable technology, a simple paper towel could lead to an immersive multimedia communication experience.


See a more detailed article on the dispensers and the campaign here – via psfk.com



In the News - Digital Meets Print in a Unique Place

Thursday, June 12, 2014

The Marketing Supply Chain Field Guide: Part 9 – Materials in the Chain

Over the past eight installments of our Marketing Supply Chain Field Guide we’ve discussed mechanics, functional areas and roles. Now it’s time to open a new chapter and take a look at the goods the marketing supply chain delivers – marketing materials.


Admittedly, a deep-dive into marketing materials may not sound like edge-of-your-seat kind of stuff, but that is exactly the point. It’s so easy to lump so many forms and mediums of communication that are so crucial to your marketing efforts together under such a simple – and frankly – bland term. But when you stop to think about the breadth and depth of everything that could be considered marketing materials those notions go right out the window. Marketing materials are anything but simple. Their variety and complexity is the antithesis of bland.


The oversimplification of such a complex operational category is likely one of the key factors in the marketing supply chain goes unrecognized. It’s also an important reason to consider purpose-built tools for managing projects within the marketing supply chain. Let’s take a look at some of the more traditional or common marketing materials that may be flowing through yours.


In the Universe of Marketing Materials – Here’s the Black Hole


It’s known by about as many names as there are varieties of it. Collateral, pamphlets, documents, handouts, fliers, folders, booklets, rack cards, one-sheeters, sales kits, brochures…you get the point. What we’re talking about here is one of the foundations of marketing and promotional communication and something that’s still effective even in the digital age; good old printed, branded and distributed information. Marketing collateral (let’s call it that for now) is pretty much the catch-all classification in the marcom world. Here’s the catch about this catch-all though; while it’s so familiar and seemingly basic, it’s really anything but. Everything about it is variable. Size, format, content, purpose, complexity (or simplicity), design, method of distribution – you name it – all varies from item to item. What doesn’t tend to vary is the need for consistent branding across all variants and the fact that collateral changes frequently to stay up-to-date.


Some organizations rely on hundreds, if not thousands, of forms of marketing collateral. Sometimes collateral is produced by multiple teams from different locations where each may be responsible for its own sourcing. Keeping information, branding and targeting current in the face of such an environment can be tricky at best. The simple act of having reprinting last year’s brochures suddenly isn’t so simple. In a well-managed marketing supply chain, marketing collateral can be a model for efficiency instead of a black hole where “everything else” ends up.


Snow, Rain, Heat and Gloom of Night Are One Thing – Project Complexities Are Another


Even today, direct mail is still considered one of the most effective ways to reach a client and customer bases. The ability to put a highly targeted piece of communication right in the hands of its intended audience is powerful. And say what you will about the state of the post office, it still does a remarkably reliable job of getting the message where it needs to go. Even though neither snow nor rain nor heat nor gloom of night, as the old saying goes, are supposed to hinder the delivery of your next direct mail campaign; its own complexities could hinder its production. The term direct mail, like marketing materials, is another convenient phrase that oversimplifies a not-so-simple concept. Direct mail campaigns run the gamut in terms of design, format, content, purpose and complexity. About the only thing that remains constant across direct mail campaigns is the fact that they rely upon the post office for distribution. Even that is a point of complication.


Take for example a postcard campaign. It’s a single piece that’s self contained. No envelope is needed; postage indicia, and even addresses, can be printed directly on it. But like any marketing material there’s always a catch. There are stipulations on everything from physical size to stock thickness, finish and even layout and content. Significant attention must be paid to providing the appropriate space, on a printable and clearly visible surface, for bar codes to be applied for proper routing. Copy that is too close to the designated address area could cause machines to misread the address. Even when designs account for all postal regulations, simple production errors or variances, that are negligible in other instances, could render a postcard campaign undeliverable or much more costly to mail. Precision specifications and strict adherence to them in production are absolutely crucial to direct mail even in its most simple form.


In more complicated forms of direct mail, not only do size, thickness and weight come into play, but often multiple pieces as well. In some of the most effective and powerful direct mail campaigns there may be many creative assets with production spread across different vendors. Traditional (think ink on paper) and non-traditional (think plastic cards or product samples) media are frequently combined. Personalization is often involved in more than just the address. Mix in kitting, list and mailing services and direct mail project management might be as complex as it gets. In an organized marketing supply chain these complexities can be harnessed and the full power of direct mail channeled when you use tools that were built for the job.


Keeping the Publication Gears Turning


The fact that some catalogs, newsletters and other marketing and public relations publications are going strong while others have given up paper for pixels clearly illustrates that people take one of two sides on them. Those who continue physical publication of catalogs and outreach obviously see value and power in them with their specific audiences. The ongoing impact of printed publications seems to remain very strong where specialties, special interests and niches are concerned. Such audiences tend to be more deeply connected and involved and hard-copy publications speak well to that involvement.


Anyone who is involved in projects involving publications of any kind is sure to tell you that while techniques and strategies may be similar, each and every publication is unique. Because of the number of moving parts within them, there is a lot of opportunity for things to go awry in the creation, production and distribution of a publication. Nothing is inconsequential managing a publication project. Even a simple approval getting held up in the works could bring a publication that is critical to an organization’s marketing communications goals to a grinding halt. Big money could be lost and that deeply involved and connected audience could be left hanging. It is hard to squeeze something as individual as a publication into a one-size-fits-all approach. It’s near impossible to manage a publication project without the ability to adapt your tools to the specific resources, needs and purposes of your publication.


Join us next week when we continue to break down the many different kinds of marketing material projects the marketing supply chain is responsible for creating, producing and distributing.



The Marketing Supply Chain Field Guide: Part 9 – Materials in the Chain

Friday, June 6, 2014

The Marketing Supply Chain Field Guide: Part 8 – Legal Roles

When you think of roles and functions that go hand in hand with each other; marketing and legal probably aren’t too high on your list. The fact is they work closer than you think, especially in marketing project management. We’re not saying that it’s common to have lawyers write copy, create designs, source materials or oversee distribution. However they will often be involved in those functions and more as compliance and contracts surround just about everything in today’s business environment.


Legal Compliance in the Marketing Supply Chain


We might as well start with the big gun that’s not always so obvious: intellectual property. Marketing material that does not contain some kind of intellectual property would certainly be an exception rather than a rule. Some organizations place stewardship of certain intellectual property like logos, slogans and other trademarked information in the hands of marketing professionals. They create and use some forms of IP, so they are expected to know the rules. Even in such cases it is not uncommon to for people in legal roles to be involved from time to time. In other cases legal is a standard part of the review and approval process regarding marketing materials. On the other side of the coin, especially in situations where comparisons are made or competition is very close, there may be legal concerns over the use or infringement on the IP of others.


We’ve all seen ads and marketing collateral that portray something outrageous to get our attention followed by a disclaimer. That often denotes the involvement of people in legal roles. If there is any risk of liability over real or perceived safety issues, product claims, or anything else that could lead to end-user endangerment or dissatisfaction, it’s a safe bet that legal staff involvement will be required. The same may hold true for any communication related to usage and assembly of products.


Giveaways, contests and sweepstakes are another area where legal involvement is common. Depending on the organization, its location and its target audience the laws surrounding promotions where “winning” is an objective can be deep and confusing. Ever see a promotion on a cereal package that refers you to a bunch of fine print that seems like a lot for sending in a box top? That’s not the work of some maniacal copywriter or just something lawyers do to irritate package designers; it’s the law and if it’s not done correctly it can be a costly mistake. Before it’s released to the public, or after something goes awry, legal will be involved at some point.


Targeting and execution can even be areas where legal becomes involved in marketing projects. For example there are various laws regarding promotion and packaging of products intended for children. Products that are considered to be “controlled” have restrictions and warning requirements for promotional and packaging materials. Non-profit and charitable organizations often come under different rules. Publicly-held organizations may have to follow requirements and restrictions of the Securities and Exchange Commission or the Interstate Commerce Commission in their marketing. All of these situations will often trigger involvement of legal staff in marketing projects.


Just Sign on the Dotted Line…After Legal Approves It


Contracts are not something considered to be crucial to marketing – until the time comes that a contract is required to bring a marketing material project to fruition. Unless your organization’s marketing supply chain is completely internal, which is highly unlikely, you will rely on outside resources to get the job done. When you rely on outside resources contracts are a fact of life. When contracts are a fact of life legal staff will be involved.


Traditional contracts outlining all of the particulars of a business deal between two entities can exist at nearly any level and for any purpose. Common places where contracts will appear along the marketing supply chain include freelance creatives and analysts, agencies, vendors, printers, manufacturers, service bureaus, mail shops, transportation carriers, warehouses, distributors and media outlets. But the list doesn’t stop there.


Other forms of contracts, less common in other areas of business, are more common in the world of marketing materials. If models, spokespeople, voice-over artists or even testimonials and quotes are part of the project, releases may be required before the work can be made public. The same can hold true for photos, cinematography, written copy and designs even when created by an individual who is under contract, depending on the terms of their contract. Other times, especially when dealing with stock media such as photos, footage or music that was not originally created for the organization or its marketing, royalties or licenses may be involved. While releases, royalties and licenses might not seem as daunting as a thick contract; they can be just as complicated and the ramifications of non-compliance as severe.


Spotting the Legal Types in Your Organization


Legal departments vary in size and composition as much as any other department. There could be one person or a whole team. Some may even be outside resources on contract or retainer. Their titles will also vary as much as in any other department but their general areas of responsibility and interaction will be similar.


Generally at the top end of a large legal operation, or as a one person show in a smaller one, will be a chief legal officer, solicitor or other top level corporate attorney. If the organization is large, involvement should be similar to other C-level executives: top-level policy and major decisions. In smaller organizations this person may be involved with anything and everything.


Some organizations employ the services or specialty attorneys, either on staff or through retainers. When an intellectual property lawyer is present they will likely be involved with marketing material projects and the marketing supply chain at some point as their concern is focused on trademarks, logos, slogans, copyrights and patents owned by the organization. More concern over these areas may be noticed when agencies or other outside marketing resources are working with an organization’s IP as they may not be as familiar with it. Contract attorneys will be focused on the creation, review and execution of contracts between the organization and other parties. If specialty attorneys are not part of the legal team, those duties would revert to others on the team.


Lawyers are not the only roles to be found in an organization’s legal structure. Some organizations rely on paralegals along with attorneys. Depending upon the jurisdiction and situation of the organization a paralegal can often do a lot of what an attorney would do in a business environment. If paralegals are part of the team, they would conceivably be more likely to interact with the marketing supply chain on a regular basis than an attorney. Legal clerks or administrators are often seen in situations where the legal activities of an organization are frequent and consistent but there are not many lawyers or paralegals. As administrative level staff versed in legal matters and processes, legal clerks are often tasked with everyday legal matters and may serve as an initial point of contact.


As in all marketing supply chain roles, the legal ones in your organization may – and probably will – vary. You may even have roles or entire categories of roles that we have not discussed. Since it would be impossible to cover every unique circumstance, we focused on the roles that are likely to occur across a broad variety of organizations. As we close yet another chapter in the Marketing Supply Chain Field Guide, the seemingly unending combinations of roles further reinforces the importance of managing projects with tools and software not only built for the task, but tailored to your organization.


Join us next week as we open a new chapter investigating the kinds of marketing materials managed within the marketing supply chain.



The Marketing Supply Chain Field Guide: Part 8 – Legal Roles