Reuters Professional Goes Live on Advantage

by Cindy Morphew 1. May 2008 11:56

ACS is pleased to welcome Reuters Professional Publishing (formerly Thomson Financial) to the Advantage community. Reuters Professional Professional Publishing is the fifth UK client to implement Advantage, beginning live operations in the first quarter of 2008.

With a portfolio of market-leading titles and online services, Reuters Professional Publishing provides authoritative and unbiased market intelligence to investment banking and private equity professionals throughout the world. Additionally, Reuters Professional Publishing runs events across the globe, including roundtables, conferences and awards dinners.

Reuters Professional Publishing began looking for a new fulfillment system late in 2006 to replace several existing systems. Their primary objective was to find a system capable of fulfilling their multi-product strategy: subscriptions, management reports, advertising sales, and conferences. Being able to provide a complete picture of their customers was becoming increasingly difficult with several outdated billing and fulfillment systems. Additionally, Reuters Professional Publishing was looking for a system to improve their customer service and provide more comprehensive marketing capabilities. Advantage was the system chosen to best satisfy all of these needs.

Giuliana d’Agostino, Order Processing Manager of Publishing, has this to say about her division’s experience, “I’m very confident in the future, and I’m more than ever confident that the choice of Advantage as a system has been a positive one.”

The ACS team on the project included Tim Zapawa as project director, John Sheehy as project manager, Barbara Smith and Karl Davis as lead engineers. John Moore was also heavily involved in the subscription and customer data conversions.

Advantage Ahead of the Trend

by Daniel Heffernan 1. May 2008 11:54

Dan HeffernanLast year, my family and I made our seventh move for Advantage Computing Systems. This was a move from beautiful, warm Alabama to beautiful, cold Michigan. Since Cecilia, my wife, was born and raised in a tropical country, you can imagine that this last move was met with something that could best be described as, well, “less-than-enthusiastic.” Let’s just leave it there.

After a 16-year absence from my home state, I’d forgotten how quickly winter becomes summer. Just two weeks ago as I write this it was snowing. Now, there are leaves on many of the trees and it’s been in the 70s for several days. Of course, it will probably snow again tonight.

But this quick transition is good because summer is our family’s favorite season for the aforementioned reason, and the sooner it’s hot out the better.

This time of year usually forces some planning, as weekends begin to get filled up with graduations, weddings, visits for Mother’s Day and Father’s Day (you’re welcome for the reminder) and family reunions, and we start to see that the summer is short and we’d better plan on a vacation or it simply won’t happen.

At ACS, we force people to plan early so that we can stagger vacations to provide the appropriate amount of support to you, our clients. (Sometimes I think it would just be easier if we did what they do in many countries: all take the month of August off and head for the beach.)

This forward-looking exercise is something we’re constantly doing for our product as well. We are finding that in order to be agile enough to keep up with the barrage of new ideas that come our way from you, our innovative clients, we need to consistently take a step back and make sure we’re not only seeing the forest for the trees, but that we’re in the right forest!

Let me provide an example. There have been clients who have accused us of being focused on print publishing, rather than digital. Our print-based functionality in our product has been cited as proof of this focus. Please indulge me in addressing this allegation.

Advantage has, for many years, provided solutions for publishers of digital content. When it became clear that the move toward digital publishing was not just a fad, we set about designing areas of functionality that would address the software requirements of publishers who wanted to sell digital content. (Digital, electronic, online…call it what you will, we’re talking about the same thing here – it’s not on paper.) We met our clients' needs in this area by expanding on functionality already found in our software to cater to the unique requirements of digital publishing. But it wasn’t long before we decided to create some new functionality specifically designed for digital content sales - Access Management & Billing, affectionately known as the AMB module.

In the last year or so, this area of our software is receiving major attention from many of you. As a result, it is going through further development and refinement and is turning into the hottest thing on our plate. We can hardly keep up with the demand for demonstrations!

But this all took the foresight of seeing the need and developing the specific functionality BEFORE any of you required it. Let’s use the analogy of a house: we had to build the model so you could see the potential. Then once we had the spec house in place, you were able to choose the carpeting, paint, tiles and cabinets to prepare it for occupancy.

We have made digital publishing a focus of much of our efforts over the last several years. We have not removed print functionality (such as direct mail costs and providing customer service letters on the printed page), because most of our clients still need it. But in the digital world, as you know, the reader wants to subscribe for periods of time which are much more variable, such as 24 hours, or 3 weeks or 4 months, when they know they’ll be done with a course they’re taking, for example. Digital publishing does not nail the reader or publisher down to issues of a journal or magazine. Digital content is more fluid and can change constantly. It can be purchased under many models: straight time-based subscriptions, number of downloads, phonecard models, etc. More models are being thought up all the time. And the content itself can be made up of pieces of journals or magazines, chapters of books, charts, pictures and tables of contents that the reader might want to package all together and access at a nice package discount.

It takes the print publishing business model and turns it on its head.
Here’s a quote (reprinted with permission) from industry guru Bob Sacks of Media Ideas, which focuses on magazine publishers, but underscores why we are doing what we’re doing with Advantage:

“Magazines are not changing, how you read their content is. What is a magazine? We at Media-Ideas believe that for a magazine to be a magazine, it must be metered, edited and have designed content, as well as be delivered periodically to the reader in a format that is date-stamped and permanent. We accept that a digital magazine with those six attributes is a magazine. We further believe that over the next 15 years, digital magazines will grow to become 30 percent of the magazine market. Within 25 years, they will represent more than 75 percent of the market for periodicals…Publishers must create a specific road map today toward multiplatform magazine publishing and content distribution.”

So as you are in the process of transforming your business away from paper, communicate with us and with our clients. There are probably Advantage users who have been through what you are facing and have used Advantage as the tool to drive that transformation.

For our part, we are looking at a number of areas where we’d like to expand functionality. Some of it we’ll develop and for some of it we’ll likely partner with other software developers. Please just be assured that I am pestering our engineers with ideas and impossible deadlines to make sure Advantage, both the product and the company, are ready to meet the latest requirements for your business.

Enjoy the Spring, and please pick up the phone and call whenever you want to talk about anything regarding Advantage – new ideas or questions about what we can already do. I’d love to hear from you.

Evelyn Acton: Energy and Enthusiasm to Spare

by Cindy Morphew 1. May 2008 11:51

There’s no such thing as a stranger to Evelyn Acton. Once she meets you, she adds you to her wide circle of friends, both business and personal. She doesn’t stand on ceremony, but will do everything within her power to serve her clients, all in a professional -- yet warm and personal -- way.

Her clients appreciate her efforts. Neal Hawkins of Oakstone is one of Ev’s fans. “Ev is one of my very favorite Advantage people,” he says. “She's always willing to take extra time to resolve an issue. Evelyn is great, in that she manages to not make me feel stupid when I do something stupid and the answer is really easy.”

“The nicest thing I can say about Ev,” he continues, “is that, if we didn't have Advantage to talk about, I would still want to know her. The way she makes others feel at ease is a very special quality of hers.”

Peter Loftus of SRDS has this to say about Ev: “I work in Arizona, so I am 3 hours behind ACS, yet whenever I need to speak with Evelyn, if she does not get back to me during her office time, she invariably reaches me from her cell phone on her drive home. She never takes the approach that she can get back to me the following day. In her mind, she needs to touch base with me ASAP and if that means on her way home on the Interstate then so be it! A “clock-watcher” she is not and she always puts the needs of her customers first.”

Ev earned a degree in Business Administration from the University of Michigan, and her first job was managing a Coffee Beanery. She soon decided that computers were the way to go and went to Inacomp asking them for a job (not surprising, to anyone who knows Ev). She sold computers and worked to develop the vertical market for their accounting software. She then moved to an accounting firm that used the software she had been selling and developed their data entry department. From there, she joined Creative Solutions where she spent 8 years, finishing as Support Team Leader, Accounting Products.

Evelyn joined ACS in 1998 and was the first Advantage Support Center Manager. (Prior to that time, support was handled by the project teams for the clients they installed.) She still holds that position, as well as Senior Account Manager for nine Advantage clients. In addition, she is the ACS representative to the Advantage User Group Steering Committee and attends all the AUG events.

Nikki Lorenz from Kalmbach has known Ev since she first joined ACS. “Ev is the queen of multi-tasking,” says Nikki. “I don’t think she’s capable of doing just one thing at a time.” (Note: As I write this before 8 a.m. on a weekday, Ev is outside my window planting flowers in front of the ACS building. She thought we needed more color so she went out and got the plants and is putting them in before her ‘work day’ begins.)

Nikki goes on to say: “She genuinely wants her Support Center to be the best there is and is always open to feedback. More often than not, Ev has already anticipated any suggestions for improvement and is itching to implement changes. The reality is that change takes time – but that doesn’t mean she’s going to just sit around and wait for it to happen!”

Under her leadership, the Support Center has grown to include a group of eight analysts who are trained to answer support calls. Besides managing the Support Center staff, she has worked hard to expand the tools that are used to serve clients. She pioneered web support capabilities, enhanced the CSL system and championed offering webinars as a way to conduct more efficient and cost-effective training. In recognition of her many contributions, Ev received the Advantage Ace Achiever award this month at a company-wide meeting.

Andy Wright of Oxford University Press has worked with Ev in the Support Center and on the AUG steering committee. “I think Ev does a fantastic job on so many levels,” he says. “Firstly, she has managed to do the 'big things' that she was brought in to do, mainly, to turn the Support Center around and build up a very professional and well-drilled team.

“On a day-to-day level,” he continues, “she always replies straight away to emails and, with her almost encyclopedic knowledge of how the software works, is able to either give an immediate answer or will hand me over to someone who can help me.

“Finally, she goes way beyond what would be expected of any employee at the annual User Group Conferences. She always stays for the weekend to socialize and build relationships with those still around and even ropes in her husband, Brian, as an unofficial and unpaid tour guide and chauffeur - customer service that really exceeds customer expectations!”

Ev’s favorite aspects of her job are client interaction and the fact that it provides such variety. She says that every day is different and that she never gets the same question twice. In her leisure time, Ev’s “current addictions” are quilting, especially memory quilts which include photos, and gardening. She and her husband, Brian, are looking forward to being empty-nesters in a few years when the last of their three children finishes college. Not that she’ll relax. You can be sure Ev will have a dozen projects going and will be planning a dozen more.

An Update From Engineering

by Richard Hile 1. May 2008 11:49


Dick Hile

An auto mechanic had a famous heart surgeon’s car in his shop and took the opportunity for a little friendly banter. “You know, Doc, cars are a lot more complicated than they used to be, what with embedded chips, GPS systems, anti-emission devices and all the rest. In fact, I’m sure my job is every bit as difficult as yours and yet you’ve got the fancy house and country club membership. What gives?” The surgeon nodded as he paid, agreeing that he wouldn’t have a clue how to fix his own car. As he was leaving the shop he turned back. “There is one little difference, though. You mechanics get to turn off the engine while you work.”

While software development is, thankfully,not a life or death issue, the engineering staff at ACS is acutely aware that both the publishing and computer industries are subject to fast-paced, unrelenting change. Whether we think of broad trends in technology or day-to-day operational challenges, we see a diminished tolerance for downtime or delay coupled with rising expectations for 24x7 service. Both computers and organizations are held to ever-rising standards. Let me highlight several initiatives under way here at ACS to build a product and an organization that is available whenever you need us.

We continue to streamline our upgrade process. In one recent example, we migrated 500+ GB of data (over one billion rows) from Oracle to Sql Server, applied 800 schema upgrades and advanced through seven Advantage revisions. We know that it is critical that upgrades be completed as rapidly and painlessly as possible.

We are also experimenting with new models for developing modifications to Advantage. In one recent project, we set aside the traditional four step model – specifications, code, QA, documentation – in favor of a more dynamic process that started with a high-level functionality ‘roadmap’ in lieu of a complete spec. Coding, testing and documentation all proceeded in parallel, with frequent checkpoints for web demos and hands-on access to the software throughout the development. For certain projects, we see significant potential in this more ‘agile’ development model.

For clients who use Advantage web or enterprise integration services to achieve real-time interaction with other enterprise software and to invent new ways to use Advantage, the number of individual ‘methods’ available through the Advantage API has grown steadily over the past four years (see Chart).


We’ve also made significant progress recently toward addressing the remaining incompatibilities between background processes like customer de-dupe and online users. We look forward to installing these improvements at client sites and continuing our dialog with you about how Advantage can best help you meet business demands without ‘missing a beat’.

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Voices

New! Fresh from the Drawing Board: Highlights of 2008R2

by Cindy Morphew 1. May 2008 11:45
It’s full of new features and functionality. Here is a sampling of the great things you’ll find in Advantage 8R2, available in early June.

Advantage now supports multiple credit card (and/or direct debit) clearing vendors on the same instance of the software. This would allow your organization, for example, to use the same instance of Advantage for operations in different geographic locations, each with its own credit card or direct debit vendor.

• An upload process has been added for Access Management and Billing. You can load up agreements---with full participant and access point information---including agreements that may have been entered outside of Advantage. The upload process can be particularly useful for moving agreement management from an outside system onto the Advantage database.

• Separate "transaction only" tables have been created as appendices to the promotion analysis tables (CPNPMO-M and CIRPMO-M). The transaction tables contain only the statistical fields from CPNPMO-M and CIRPMO-M. Advantage processes that update promotion stats now write to the transaction tables and then roll up the statistics to CPNPMO-M and CIRPMO-M at the end of the process. As a result, promotion code maintenance at CPNPMO can occur while Advantage posting processes are running.

• An upload process has been added for the Contact Management system, with the option to create a task that is linked to an image on the network. You could scan in documents that are related to customer service issues and then create a CRM task via the upload that is automatically linked to one of the images.

• You can now enter PRO returns at SVCDAT/PRO, instead of MSTDAT/FST. For example, if a customer calls in the return, the rep can locate the order at SVCDAT/PRO and process an applied return…without having to route away from the basic customer service flow.

For more information, contact your ACS account manager.

Understanding Non-Inventory Items

by Molly Mathe 1. May 2008 11:43

Advantage allows you to have a PRO item that is actually a service item (or a non-inventory item). This allows you to add the item on PRO orders, but you do not need to keep warehouse quantities for the item.

Setup at INVDAT
Create your inventory item as you would any other PRO item.

Setup at INVDAT/WHS
You will need to add an item/warehouse record, even though you will not be keeping stock of the non-inventory or service item in your warehouse. To add the item, use the AN function, which will create the item with a quantity of 99999999 in the warehouse but the bin quantity will remain 0. You do not want to use the ‘A’ function to add the item, and then receive or adjust the quantity to 9,999,999 since that will create a bin quantity of 9,999,999, and that will cause problems later.

Assumptions on Non-Inventory Items

  1. You cannot enter adjustment on service items.
  2. You cannot enter a receipt on service items.
  3. You can delete a warehouse record item when the quantity is 99999999.
  4. You cannot commit inventory on service items.
  5. You cannot backorder a service item.
  6. Returning a service item does not increase the quantity in the warehouse.
  7. You cannot enter a transfer on a service item.
  8. You cannot do a physical inventory on service items.
  9. A package header must be defined as a non-inventory item.

Quick Search Icons

by Katherine Porter 1. May 2008 11:39
Searching for a customer, publication information, a product, customer notes or promotions is easier than ever. It is NOT necessary to route to SVCDAT/CTM to search for your customer or to CIRPUB to look for information about your publication. Simply use the icon (or the associated hot key) to access the appropriate search dialog box.

These icons are available at EVERY view - even views without Order Entry capability (CDSOPR...).

The icons - in order from left to right - are as follows:

  • Blue & yellow figurines: Customer Lookup (Control key plus number 1 key = CTL-1)
  • Darker blue square icon: Inventory Lookup (CTL-2)
  • Orange figure with pen: Customer Notes (CTL-3)
  • Orange square icon: Publication Information (CTL-4) - see issues, rates, delivery codes and much more
  • White square icon: next Due Notes (CTL-5) - sort in reverse order by Due Date
  • Open envelope icon: Promotion Finder (CTL-6) - Old fashioned value list works on the Promo Code at the bottom of the dialog box
  • Yellow figurine: Customer Overview (CTL-7) - for current session customer
  • Orange figure in frame: Customer Portrait (CTL-8) - for current session customer
  • Scissors in box: Coupon Information for customer and for coupon (CTL-0) - as of 2007r2
  • Red phone: Call Tracking icon (CTL-9)

These ten icons can save you time and effort when looking up information, whether checking up on something or working with a customer.

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Advantage Computing Systems is the proven leader in premium in-house fulfillment and marketing software for medium to large publishers of digital or print magazines, journals, newsletters, electronic products, content, directories, conferences and events, catalogs & books.