B2B eCommerce Software, Website & PIM software

TradingBell Inc. 1934 Old Gallows Rd, Suite 350, Vienna, VA 22182 - Tel. 1 (877) 839 5710 Email. [email protected]

TRADINGBELL COMPANY PROFILE

PRODUCTS & SOLUTIONS


TRADINGBELL COMPANY

PROFILE

HISTORY

TradingBell Inc. is a premier provider of software and services

that help manufacturers, distributors, wholesalers and

catalogers manage their product content efficiently and

deliver consistent product information to their customers

across various marketing channels.

TradingBell provides flexible state-of-the-art software

products to collect and manage product content in a central

repository using a database and automatically publish to

Print, PDF, Web, CD-ROM and other XML systems. The

company also offers custom services to convert existing

catalogs from any format, including paper, to electronic

format. TradingBell helps organize extensive product-related

data in a central repository, format and manage the data, and

publish to multimedia (e.g., Print, Web, CD-ROM, e-

marketplaces, etc.). Value added requirements include

integration of these complex product catalogs with order

processing systems and other supply chain systems (e.g., ERP,

financials, etc.).

Organized in 2004, the company began with an engagement

with a large client, the R.E. Michel Company, headquartered

in Baltimore, MD in assisting them in solving a complex

product catalog management problem. With over $1 Billion

in product sales, this leading global distributor of HVAC

components required a comprehensive, automated approach

to its manual driven processes for creating, managing,

publishing, and updating a 1,200 page product catalog. After

several iterations of its products and services, the TradingBell

technology and business process outsourcing solution was

developed over a period of four years. During early 2004,

TradingBell released its initial version of the CatalogStudio

System for catalog management and publishing.

TradingBell is headquartered in Vienna, VA in the Washington

DC high technology corridor. All management, sales &

marketing and technical support are based at its

headquarters location. Overseas, the company has a

TradingBell branch office that hosts a research and

development center, and a data conversion/ QA facility. The

company employs about 60 people that includes executive

management, sales managers, software engineers, data/

content editors, and administrative/ support personnel.

TradingBell has about 100 active clients across USA, Canada,

China, UK and Australia with over 400 users, which are

actively using TradingBell products and services to manage

and publish their product information across media.

TradingBell clients represent various industry segments that

include HVAC, Electronics, Health Care, Marine Supplies, Arts

& Crafts, Energy Equipment, Veterinary Products, Housing,

Pool & Spa Supplies, Sporting and several others.

CATALOGSTUDIO ADVANTAGE Comprehensive Solution – CatalogStudio System is an

integrated solution that enables the creation of marketing

materials in print, CD, PDF, and web format. In addition,

CatalogStudio manages the entire design-to-production-to-

publishing process, and it maintains a centralized content

repository that can be used to provide content for many

types of marketing materials, including catalogs, postcards,

direct mail, and collateral.

No other product content management solution offers

broader or deeper functionality.

Price-performance – The CatalogStudio System is built and

priced to serve the needs of mid-market companies.

TradingBell customers gain the ability to create materials that

match or exceed marketing materials created by their largest

competitors across channels. In addition, the CatalogStudio

System has consistently demonstrated a strong return-on-

investment within 12 months of deployment. Larger

companies with highly advanced product content

management needs are now evaluating CatalogStudio as an

alternative to large-footprint, large-price tag product content

management solutions.


CatalogStudio System offers the most value for the money

for mid-market B2B companies.

Deployability – CatalogStudio System is deployable both as a

customer-premise or hosted solution. In addition, the next

version will support global deployments in multiple languages

– enabling companies to manage the messaging and content

of marketing materials globally.

TradingBell offers the most flexible deployment options in

the product content management market.

Full lifecycle services provider – In addition to world-class

software, TradingBell offers a broad suite of services

delivered through its India-based team that enable marketers

to both create marketing materials quickly and maintain and

update materials over time. Frequently, TradingBell can

create better materials more economically than its

customers.

TradingBell is the only product content management

software provider to offer cost-effective services that ensure

that its customers will be successful.

STAFF EXPERTISE Technical and Professional Services Staff. TradingBell has

established a strong team of 60 professionals, including

engineers, project managers, support engineers, and data

conversion specialists. Research and Development is

managed by a Director of R&D, who has over 18 years of

experience and brings specific knowledge in content

management and publishing industry. A Senior Manager of

Projects, who has over 10 years of experience in business

process outsourcing and project delivery, manages

professional services efforts.

CUSTOMER CASE STUDIES Case Study R.E.Michel Company: R.E.Michel Company is one

of the largest wholesale distributors of HVAC equipment in

the country. R.E.Michel stocks and sells over 50,000 products

and parts and has a 1100 page catalog, which is used as the

main marketing resource for the company. R.E.Michel

decided it is in need of a central database to store all the

product information and employ tools to get the data

published to print and online media quickly. The Company

could then publish its catalog every year with minimal effort.

With the use of TradingBell software, R.E.Michel has achieved

the goal of managing its product assets in a central repository

database and make quick and last minute changes to the

product information before the catalog is published.

R.E.Michel is also using the same central product repository

to provide an online catalog to its customers.


Case Study W.W.Adcock Inc. W.W.Adcock is one of the

largest distributors of Pool & Spa Supplies. The Company sells

over 20,000 products and had an outdated product catalog

and no product database. With the implementation of the

TradingBell software and utilizing the turnkey catalog

publishing service, W.W.Adcock was able to publish its first

database-driven print catalog in less than 3 months. In 2005,

the Company published its second version of the catalog in

less than a month. The Company also has plans to web-

enable the catalog database and to provide eCommerce

capability to their customers.

Case Study - The Paper People: The Paper People is a school

supplies distributor located in Woodbridge, Virginia. The

Company had limited in-house resources to publish its own

catalog. The Paper People outsourced the entire catalog

publishing service to TradingBell and have plans in the near

future to acquire the software and to add resources to

manage publishing in-house publishing. In a very short

period, TradingBell converted the catalog data into

TradingBell database, designed the catalog using

CatalogStudio software, printed the catalog using its printing

partner -Progress Printing, Inc., and delivered the catalog

books. “

CUSTOMER TESTIMONIALS “My company needed a catalog solution that was fast,

flexible, reliable and cost effective. TradingBell provided tools

and services that expedited our catalog process, helped us to

manage our raw data, and will allow us to provide our

customers with new and innovative catalog media.” – Seth

Fluder, W.W.Adcock Inc.

I have received the printed catalogs and they look great. It is a

good foundation for future publications!” - Joseph R Meteyer,

The Paper People Inc.

“Your software reduced our catalog production time from 90

days to less than a week. Because the software links to our

database we eliminated hours of revisions to ensure accuracy.

The support people we worked with were extremely patient

and understanding and worked tirelessly to help ensure our

catalog was produced on time. We looked at other product

offerings and TradingBell clearly stood out from the pack. I

would recommend the TradingBell software without

hesitation.“ - - Kerry Allman - Indaba Trading:

“We are happy with the In-Design functions of the software

and the ease of use with the two way updates for last minute

corrections.” - - RC Hagan Pet Supplies

"I investigated several catalog content management

programs before deciding on TradingBell. It is very

sophisticated, so obviously there is much to learn. Once you

get to understanding how it works, it is very user friendly.

There is no other program that exists today that offers such

rich features and ease of use." - - CatalogStudio user, Orange

County, - CA


TRADINGBELL PRODUCTS &

SOLUTIONS OVERVIEW CatalogStudio System provides multiple tools to publish

product content efficiently while retaining the creative

aspects of the publishing process. The key capabilities of the

CatalogStudio System are:

� Content Management -- Manages product content in

support of multi-channel marketing campaigns.

� Catalog Publishing – Publishes catalogs, collateral, and

other marketing content to print, PDF, CD, and the

Internet.

� Connect with Customers

– Produces custom

deliverables for

marketing campaigns

based on content from a

Company’s master

content repository.

� Collaboration – Enables

the exchange of catalog

data to support

eCommerce transactions

generated over the web

with other enterprise

applications.

� Application Access – Critical functions such as access to

the product repository and report generation is available

from different locations and on different platforms. For

e.g., product content can be accessed on a local network

as well as over the internet.

� Administration and Reporting – Provides the ability to

perform complex administration functions such as

security, content structure manipulation and monitoring.

Template driven reporting functions are available within

the product repository and through the web.

Product Content Management

CatalogStudio Product Repository - As a foundation for the

CatalogStudio System, this powerful system provides all the

features needed to create, manage and maintain all product

content in ONE central repository. Major components include

content management, import/export tool, PDF catalog

publisher, reporting, work flow manager and security.

Parts Catalog Content Management & Publishing

Create and manage complex information about parts and

accessories in the central database and publish to multiple

media. Ability to store unlimited number of specification,

images, CAD drawing and video files to each part. Cross

associate one part to multiple

groups and configure

different views of the parts

based on use. Store multiple

key/reference numbers for

the same part.

Print Publishing for Product

& Parts Catalogs

A robust plug-in for Adobe

InDesign to create product

catalog pages using content stored in the CatalogStudio

Product Repository. Create hundreds of catalog pages using a

template or user drag and drop method to create custom

catalogs or flyers. Automatically applies styles, colors and

table styles. Bidirectional update - InDesign pages can be

updated from the database with new content or changes

made in InDesign can be updated in the database.


Web catalog with eCommerce

Complete tool kit that provides the ability to create complex

web catalogs with search, navigation, shopping cart,

configurable email notification engine, eCommerce and store

administration. Easy to customize the look and feel to

integrate with existing website design.

Searchable CD Catalogs

Fully searchable CD catalogs with complete tree navigation,

in-built shopping cart for taking orders or can be used as

purchase order system. Customizable interface to change the

look and feel to accommodate branding requirements, link

products from CD to web shopping cart.

CATALOGSTUDIO ADVANTAGE Comprehensive Solution – CatalogStudio System is an

integrated solution that enables the creation of marketing

materials in print, CD, PDF, and web format. In addition,

CatalogStudio manages the entire design-to-production-to-

publishing process, and it maintains a centralized content

repository that can be used to provide content for many

types of marketing materials, including catalogs, postcards,

direct mail, and collateral.

No other product content management solution offers

broader or deeper functionality.

Price-performance – The CatalogStudio System is built and

priced to serve the needs of mid-market companies.

TradingBell customers gain the ability to create materials that

match or exceed marketing materials created by their largest

competitors across channels. In addition, the CatalogStudio

System has consistently demonstrated a strong return-on-

investment within 12 months of deployment. Larger

companies with highly advanced product content

management needs are now evaluating CatalogStudio as an

alternative to large-footprint, large-price tag product content

management solutions.

CatalogStudio System offers the most value for the money

for mid-market B2B companies.

Deployability – CatalogStudio System is deployable both as a

customer-premise or hosted solution. In addition, the next

version will support global deployments in multiple languages

– enabling companies to manage the messaging and content

of marketing materials globally.

TradingBell offers the most flexible deployment options in

the product content management market.

Full lifecycle services provider – In addition to world-class

software, TradingBell offers a broad suite of services

delivered through its India-based team that enable marketers

to both create marketing materials quickly and maintain and

update materials over time. Frequently, TradingBell can

create better materials more economically than its

customers.

TradingBell is the only product content management

software provider to offer cost-effective services that ensure

that its customers will be successful.

TRADINGBELL SOFTWARE

ARCHITECTURE AND

TECHNOLOGY TradingBell uses the state of the art technology to develop

catalog software solutions. Applications are designed using

Microsoft technology with standard user interfaces for

desktop, web, and server based solutions.

Key technologies used include:

� Open architecture catalog database implemented using

Microsoft SQL Server database engine.

� Catalog software products were developed using

Microsoft Windows & .Net Technology, SQL, VB.Net,

C#.Net, C++, Adobe InDesign SDK, Mac OS, AJAX / Atlas,

XML, XSL, HTML & IIS.


� Microsoft SharePoint Services are used for R&D team

collaboration, software testing and quality control.

� Web based customer support portal for trouble ticket

tracking, knowledge base, and user guide.

� Extensive training guides for all software modules

available on print and online.

� Extensive database of sample catalogs (over 100 catalogs

in 25 different industries) and production quality catalogs

developed for demonstrations and QA testing.

TRADINGBELL CONTENT

SERVICES TradingBell provides multiple types of professional services to

assist customers in migrating and adopting an automated

content management using the CatalogStudio System.

Services fall into two, broad categories: Initial conversion to

and stand-up of an automated PCM approach and on-going

services that minimize cost and speed time-to-market.

New customers can shorten the learning curve and speed up

the process of gaining the benefits of CatalogStudio. Typically,

companies maintain and capture product marketing

information from multiple sources, including ERP systems,

existing catalog pages in static format like PDF, Word

documents, Excel spreadsheets, Access database,

QuarkXpress or InDesign files, or in paper catalogs.

Companies can take advantage of the JumpStart program,

and have all the data converted and loaded into the

CatalogStudio System and then cleansed, normalized and

prepared for publishing in various media. As part of the

JumpStart program, TradingBell can optionally publish the

initial print, CD and web catalogs for customers and make a

graceful transition from any existing process or system.

Content Creation / Conversion – Product information is

consolidated and structured in a central database for

effective product information management and successful

marketing of customer’s products. TradingBell offers multiple

services that facilitate this effort:

� Analysis & Project Planning: TradingBell conducts a

detailed analysis of customer provided content to ensure

data is complete and accurate and is ready to be used for

successful product marketing. A detailed project plan is

created for conversion and loading, cleansing,

normalization of the data. (Sample project plan attached

with this proposal)

� Kick-off: A project manager is designated who will then

initiate the project by going over the timeline,

requirements for additional information, methods for

gathering missing information, and project plan to meet

the proposed schedule. When customers request a

shorter timeframe, additional resources are allocated to

expedite the project execution.

� Project Execution: A detailed workflow is set up in the

CatalogStudio to execute the conversion, verification,

quality control, and approval of the data. A team

consisting of the project manager, content expert, data

conversion staff, verifiers, and quality analysts is assigned

to the project. The team analyzes the data that will be

converted every day in the morning, decides on the

strategy for loading the data, and executes it with two

levels of strict content verification. The quality control

team ensures it meets customer expectations. All

requirements, communication, and expectations are

tracked and documented by the project manager to

ensure a successful execution of the project.

� Data cleansing & normalization: Content converted

from many different formats is loaded into a central

repository. A thorough review of the content is

performed as the data may consist of inaccuracies and

non-standard information. The content along with the

meta-data is then submitted to the customer for review.

Using customer provided feedback, project technical

engineers manipulate the data to cleanse and normalize

and arrive at a good product content repository within

the CatalogStudio database.


TRADINGBELL CONTENT

CONVERSION & INTEGRATION

SERVICES TradingBell is the only company that can provide complete

turnkey service to wholesalers, distributors and

manufacturers to collect create and build product content,

provide tools to manage the data and help in multi-channel

publishing

TRADINGBELL JUMPSTART PROGRAM

New customers can shorten the learning curve and speed up

the process of gaining the benefits of CatalogStudio. Typically,

companies maintain and capture product marketing

information from multiple sources, including ERP systems,

existing catalog pages in static format like PDF, Word

documents, Excel spreadsheets, Access database,

QuarkXpress or InDesign files, or in paper catalogs.

Companies can take advantage of the JumpStart program,

and have all the data converted and loaded into the

CatalogStudio System and then cleansed, normalized and

prepared for publishing in various media. As part of the

JumpStart program, TradingBell can optionally publish the

initial print, CD and web catalogs for customers and make a

graceful transition from any existing process or system. Quite

often, TradingBell customers use the JumpStart program to

convert all their existing content and then create sections of

their print and electronic catalogs. TradingBell JumpStart

program eliminates the need for expensive in-house

resources while making the transition, helps the training

process and makes the transition a graceful one.

CONTENT CREATION / CONVERSION

Product information is consolidated and structured in a

central database for effective product information

management and successful marketing of customer’s

products. TradingBell offers multiple services that facilitate

this effort:

� Analysis & Project Planning: TradingBell conducts a

detailed analysis of customer provided content to ensure

data is complete and accurate and is ready to be used for

successful product marketing. A detailed project plan is

created for conversion and loading, cleansing,

normalization of the data.

� Kick-off: A project manager is designated who will then

initiate the project by going over the timeline,

requirements for additional information, methods for

gathering missing information, and project plan to meet

the proposed schedule. When customers request a

shorter timeframe, additional resources are allocated to

expedite the project execution.

� Project Execution: A detailed workflow is set up in the

CatalogStudio to execute the conversion, verification,

quality control, and approval of the data. A team

consisting of the project manager, content expert, data

conversion staff, verifiers, and quality analysts is assigned

to the project. The team analyzes the data that will be

converted every day in the morning, decides on the

strategy for loading the data, and executes it with two

levels of strict content verification. The quality control

team ensures it meets customer expectations. All

requirements, communication, and expectations are

tracked and documented by the project manager to

ensure a successful execution of the project.

� Data cleansing & normalization: Content converted

from many different formats is loaded into a central

repository. A thorough review of the content is

performed as the data may consist of inaccuracies and

non-standard information. The content along with the

meta-data is then submitted to the customer for review.

Using customer provided feedback, project technical

engineers manipulate the data to cleanse and normalize

and arrive at a good product content repository within

the CatalogStudio database.


PRINT PUBLISHING

Customers face tight deadlines

to publish their catalogs every

year. When the data is

converted and loaded into the

CatalogStudio system, the

JumpStart program is also used

to publish an initial catalog to

print media using Adobe

InDesign or XpressCatalog tool.

This reduces the time to take product information to print

media without the customer having to deal with the

extensive labor involved and the associated learning curve.

� InDesign: When customers need creative looking

catalogs, Adobe InDesign is used for producing the print

ready files of the catalog. A team of professional catalog

designers with creative design expertise and quality

control analysts are assigned to the project to design

print-ready catalog files based on customer’s design

requirements using master templates. A master template

is designed with sample pages and approved by the client

before the entire catalog is created. The team follows a

strict workflow process of design, verification, quality

control, delivery and approval by customer of each

section designed. Customers are fully involved

throughout the project on a regular basis to ensure all

deliverables meet customer requirements.

� XpressCatalog: Many print catalogs are used as

reference manuals to order products rather than as a

sales tool. Typically industrial customers do not need

graphically appealing catalogs but have a strong need to

produce up-to-date catalogs. XpressCatalog is a tool

developed by TradingBell to produce print catalogs that

are completely template driven. Using this tool,

hundreds of catalog pages are generated within minutes

and delivered to customer for printing. A team of

technical engineers are assigned to load the data from

excel spreadsheets provided by customers, design

templates based on the sample and quickly generate

hundreds of pages within few days. This process is

efficient and reduces time by 90% to produce print-ready

catalogs.

CD & WEB PUBLISHING

Product information can be delivered using the CD and web

media much more efficiently and in a cost-effective manner

when compared to the print catalogs. The JumpStart services

program can be used to produce CD and web catalogs using

the data converted and loaded into the CatalogStudio

repository. Designers are assigned to the project and creative

aspects of web design are executed as per customer

requirements.

INTEGRATION SERVICES

TradingBell has successfully integrated CatalogStudio product

with several third party systems and application. Integration

service is provided to create connections for data exchange

with existing legacy, ERP, or inventory management systems

to synchronize the content stored in the CatalogStudio

repository and to facilitate transaction processing. A team of

technical engineers and a project manager are assigned to

the project. Existing legacy system is analyzed and

integration components are developed to move data

between disparate systems.

MANAGED CATALOG SERVICES

Fully leverages the Web tools such as Product Manager,

Catalog Workflow, and PDF Annotation tools to enable

TradingBell customers to collaborate effectively with

catalogers, designers, and printers. TradingBell customizes

the workflows, security, and performance characteristics for

each customer and helps facilitate collaboration between

partners when required.


CONTENT CONVERSION WORKFLOW PROCESS There are many work components involved in the content conversion process. The following paragraphs summarize these

components with an emphasis on quality and process.

DATA CREATION

Customer will provide information about the source of the product information to TradingBell including documents, catalogs, vendor

reference web site links and accounts, data extracts from current ERP system to extraction, consolidation and organization or

product information in one central database.

TradingBell, with guidance from the Customer will extract data from various documents and create attributes, values, technical

specifications, descriptions, features, model information, engineering specifications, line drawings and product images.

ATTRIBUTE NORMALIZATION

TradingBell will create and manage the attributes in the central database and will make sure the attributes are normalized and no

duplicate attributes are stored in the database. Duplicate or similar attributes names captures are communicated to the customer

on a weekly basis and feedback is obtained for normalization.

A sample of attribute normalization process is shown below showing different version of the same attribute from source and final

stored attributes in the central database:

Source Attribute Name Attribute Type New Attribute (Change or Merge)

Operating voltage Product Specification Type Operating Voltage

Operating Voltage Product Specification Type

Operation Voltage Product Specification Type

Output AMPS Product Specification Type Output Amps

Plug Rating (A) 0.4 - 1xIn Product Specification Type Plug Rating (A) 0.4 - 1xIn

Plug Rating (A) 0.4-1x In Product Specification Type

Plug Rating (A) 0.625 - 1xIn Product Specification Type Plug Rating (A) 0.625 - 1xIn

Plug Rating (A) 0.625-1x In Product Specification Type

Rated Current Product Specification Type Rated Current (A)

Rated Current (A) Product Specification Type

Rated Current A Product Specification Type

Rated Current Amps Product Specification Type

Rating (A) Product Specification Type

Rating A Product Specification Type

Rating Amp Product Specification Type

Rating (A) 0.4-1 Product Specification Type Rating (A) 0.4-1In

Rating (A) 0.4-1In Product Specification Type


CATEGORY CLASSIFICATION AND STRUCTURING

TradingBell will perform data conversion of all the products and load all the product information from the PDF catalog to create a

comprehensive central product repository. TradingBell will cross reference all models with products and structure that information

in the CatalogStudio database. Conversion includes organizing product information in categories, product families and image

mapping.

Specific catalog constructs will be created that includes the hierarchy of the product information (Taxonomy) along with staging

areas for new products. After the initial load of the content, the product information will be reviewed for accuracy and reports will

be provided for review at Customer. Any corrections along with any updates will be performed and the CatalogStudio along with its

repository will be delivered to the customer.

PRINT CATALOG PUBLISHING

TradingBell will Design templates for publishing PDF quotes, custom catalogs and product spec sheets using the converted data

stored in CatalogStudio database. Customer will be able to generate outputs using the templates and the product content in the

database.

IMAGE & GRAPHIC FOR PRODUCTS

TradingBell will extract images from the sources provided and associate to correct products, groups and categories. TradingBell will

rely on the source of the information to extract high quality graphic images for the products. TradingBell will not attempt to enhance

the image quality by using any specialized tools or provide photographic service to capture images for Customer’s products.

TradingBell will run periodic reports of missing images and provide it to Customer to help TradingBell identify an alternate source for

the images.

CUSTOMER REVIEW AND APPROVAL PROCESS

TradingBell will conduct weekly status meeting with Customer and will provide weekly status update of the project.

Verification of Data: TradingBell will provide extracted data in an excel format as soon as each section of the data is converted,

normalized, organized and verified. In addition to data in excel format, TradingBell will also provide a HTML version of the extracted

data to understand the data from a web navigation perspective.

Verification of Template Design: TradingBell will work with Customer to understand their design needs and expectation and will

provide three different master template designs for approval.

Verification of Catalog Output: TradingBell will provide PDF version of the published catalog each section at a time to Customer for

verification of layout and design of the product pages. PDF provided for verification purpose will not be high resolution print ready

documents. High resolution PDF documents will be provided on specific request in the middle of the project on request. TradingBell

will provide a high resolution print ready catalog output at the end of the project for final verification and print proofing


Print Management: TradingBell will work with Customer’s printer to identify the print production guidelines including page site,

document setup, bleed and color scheme. A sample print ready output will be provided to printer for verification and approval

before starting the final catalog design work.

All files and data will be delivered through TradingBell online FTP server. Customer will have full access to their area in this server to

upload and download project documents and files.

CONTENT CONVERSION & PUBLISHING INTERNAL WORKFLOW DIAGRAM


TRADINGBELL CATALOGSTUDIO - DATASHEET

PRODUCT INFORMATION MANAGEMENT (PIM)

The CatalogStudio Suite is an integrated product information and content management system catalog management and publishing

software solution that run on a Windows PC platform. CatalogStudio is industry’s most flexible catalog solutions for rich product

content management. CatalogStudio system provides product information, images, prices, customer information and publishing to

multiple media using single, central repository database.

CatalogStudio streamlines the entire process of capturing the product and parts information in a single, central database and publish

to Print, PDF, Web, CD and other electronic media. Information served through different media is always up-to-date, accurate and

consistent.

Listed below are some of the core features of CatalogStudio system:

Complex Category Hierarchy

Effective storing, retrieving and navigation of product information require the data being separated into multiple levels of hierarchy

in a content management system. Create and manage unlimited levels of category hierarchy in the database. There is no limitation

in how deep the tree hierarchy can be created in the system.

Advanced Attribute Management

CatalogStudio is capable of

storing product information for

any industry type. With ability to

create virtually unlimited

number of product technical

specification and ability to

assign varying number of attributes to different products, any specification about a product or part can be stored in the central

repository. Any number of descriptions – long or short – can be stored for each product.

Rich Copy & Description Capturing

Store unlimited descriptions and copy in the central repository.

Multiple copies can be stored as separate attribute for different

purpose and use. Store separate descriptions for web, CD and print

catalogs with further classification to represent different type of

information.

Advance Price Management

Create buyer groups and manage group specific pricing within CatalogStudio and make it available in web, CD and print catalogs.

Create price attributes with formula to automatically calculate pricing based on list price value or other price attribute values.


Complex Product Table Support

CatalogStudio is the ONLY software in the industry with

ability to create complex product tables including pivot and

grouped tables for print and web catalogs.

Image & Document Management

Built-in image management tool for managing, assigning and

organizing images. Unlimited number of images can stored

for each product or product family. CatalogStudio supports

most popular image formats used in web and print including

EPS, JPG, GIF, BMP, AI (Adobe Illustrator) and PSD (Adobe

Photoshop).

Image are not stored in the SQL database and retrieved from

the file server. This help keep the central repository database

to a minimal size for faster retrieval of data.

Document Management

Assign and store multiple CAD drawings with CAD Viewer,

PDF, Word and other documents to a family of products,

category or each part number.

Multimedia Files Support (Audio & Video)

Support for storing audio and video clips that can be used in

web catalogs and other multi-media streaming.

Importing and Integration

CatalogStudio has built-in advanced tools for importing data

from other database, CSV files and Excel files. Import toll can

automatically import and create the entire product hierarchy,

products, descriptions, image links, multiple specifications

and prices.

Product Cross-Sell & Up-Sell Management

Product Items in CatalogStudio database is stored only once

as a single record and can be associated to other product

groups without duplicating the records for cross-sell and up-

sell. Multiple sub-family of product can be created with

multiple items to provide different view of the same product

for web, CD and print catalogs.

Advanced Attribute Level Search

Products can be searched and filtered in the CatalogStudio

software both at item and product family level. Attribute

level search enables users to find products with specific

attribute value instead of going to through the normal brows

navigation.

Attribute & Function Level Security

Advanced security enables administrators to create custom

groups with specific roles. Software functional and attribute

level access can be granted or restricted for editing.

Built-in Spell Checker

Spell check with ability to add custom words to the

dictionary. Spell check can be enabled or disabled for each

user in the CatalogStudio preference.

Supplier Management

Manage all supplier information including names, companies,

and contact information and supplier logos in the database.

This feature enables associating supplier names to product

and use the associated information including supplier logos in

print or web catalog without duplicating the information by

storing it at product family or product level.

Product Import & Export Tools

Advanced wizard based tool for importing product, category,

specification, image and price information from spreadsheets

and CSV files. Import settings can be saved for future use

avoiding setup process for repeated data import tasks.

Built-in PDF Catalog & Report Generation

Template driver quick catalog creation or generate any type

of report using templates. Built-in advanced template design

tool help create simple to advanced templates with

customizable colors, headers, footers and rules. This feature

can be used for producing quick outputs that can then be

circulated for reviews by various content experts for feedback

well before the collateral is produced in InDesign.


Quick HTML Site Publishing Tool

Design your own HTML templates and generate web sites

with category navigation and browsing. A great tool for

quickly creating output for intranet or for sending it to team

members for review and comment.

Open Architecture SQL Database

CatalogStudio run on robust Microsoft SQL server database to

provide fast and reliable data storage and retrieval of product

information and scalable to millions of products. TradingBell

can help customers with additional tools and modules for

seamless integration of your legacy systems for automatically

loading data into CatalogStudio database periodically.


TRADINGBELL INCAT

SOFTWARE - DATASHEET

PRINT CATALOG AUTOMATION

TradingBell InCat CS3 is a robust plug-in for Adobe InDesign

CS3 to automate product catalog page creation. Considerably

reduces time to publish catalogs. Simple interface, easy to

learn, get productive almost instantly.

True InDesign Plug-in

InCat is a fully integrated plug-in for Adobe InDesign. Once

installed, users will be able to seamlessly use InCat plug-in to

create catalogs by connecting to CatalogStudio database to

bring in product information, product hierarchy, product

descriptions, specifications, images and attachments in to

InDesign.

Automated Page Styling

Page layouts and styles are

automatically applied to

data objects when they are

flowed from database info

InDesign documents based

on paragraph styles set in

the InDesign master

templates. User has

complete flexibility is

setting up InDesign master

template layouts and

paragraph styles to

product category, family

names, product

specification attributes,

tables (including row, cell

and header), images and

descriptions.

InCat will automatically apply the specified paragraph style

from the master templates when flowing data in the page

and layout the pages as specified in the master template.

Users will save considerable time in laying out the pages and

applying styles to the final pages.

Fast and Reliable Document Creation

Complex tables and page layouts can be quickly created using

InCat. Users have option to setup different type of product

table’s layouts in CatalogStudio database which can be

carried over to InDesign pages with automatic styling.

Users can setup and present complex product specification in

different table formats. Tables can be created with row level

grouping, column / row merging, pivot grouping and multi-

level column grouping. InCat will automatically create the

nested, grouped or pivoted table layout when flowing data

from database and automatically apply styles to fonts, table

rows, cells and headers.

Custom Scripting

InCat has a powerful feature that allows advanced users to

control page layouts, fonts and styles with custom scripting.

InCat leverage and expose InDesign’s script engine for

advance customization. Users can write their own JavaScript

based scripts and include as part or InCat to control pay

layouts when dragging and dropping objects or using

automated flow of data.

Drag & Drop Data Objects

InCat Designer is a powerful tool which provided completed

flexibility to users to create custom looking catalogs. InCat

Designer, using XML technology exports data from

CatalogStudio database and presents data inside InDesign for

user to preview, drag and drop each element of data or a

group of data in a page. Users can drag and drop categories,

family names, product descriptions, images and product

tables in the page individually in the page where they want to

be layout or use pre-defined library layouts to drag and drop

an entire family of data in the page.


InCat provides necessary tools to quickly created product

family layouts that can be stored in an InDesign library file for

reuse when laying out the pages to save time for creative

designers.

Data Preview

InCat provides preview of all data stored in CatalogStudio

database inside InDesign. Users can quickly preview the data

in InCat preview windows before deciding to layout the data

in the page.

Custom / Target Market Catalogs

InCat can be used to create custom catalogs and smaller

catalogs with subset of data from CatalogStudio database.

Users can either pull data from a specific category of products

or create a quick set of product collection from different

product categories to create a smaller, seasonal or target

market catalogs with ease and in less time.

Template Based Page Creation

InCat Autoflow is a powerful

tool to generate hundreds of

pages of print catalog with

automatic layout and styling.

Autoflow utilized settings

defined in an InDesign master

template for product object

placements and styles to flow

data from CatalogStudio

database. This process helps

users to generate hundreds of

pages quickly without manual

placement of data objects.

Seamless Data Updates

Any data in an InDesign document created using InCat can be

updated from database using InCat. InCat using XML

technology to tag each data objects in InDesign document

and maintains a unique reference identifier to the database

field. InCat will automatically identify the changes made to

product information CatalogStudio database, including

product category names, family names, product names,

descriptions, specifications, images, price etc. and will alert

the user of the change when a document is opened.

User can quickly update the document with all the changes

from the database without affecting any manual layout

changes to the document.

Bi-Directional Updates

InCat LiveUpdate can

save considerable time

for users by tracking

any data changes

made to an InDesign

document and update

the database of the

changes. LiveUpdate

tracks each change

make to a data object

and provides an option

to users to either

update all the changes back to database or selectively send

back the changes. LiveUpdate is an effective tool to capture

last minute data changes to your product catalog and retain

the changes by sending it to the CatalogStudio database.


WEBCAT FOR ONLINE

CATALOG & ECOMMERCE WebCat is a flexible, feature-rich platform that gives business

to business and business to consumer companies the ability

to quickly deploy the web catalog and quick quote

generation. As per business needs, WebCat platform could be

customized and integrated with the businesses existing IT

infrastructure such as ERP Systems, Order Management,

Pricing & Inventory Systems.

KEY BENEFITS

� Catalog companies can easily manage store settings

such as look & feel, product inventory level,

customer (group) specific price discounts, tax, orders

& email messages.

� WebCat platform can be enabled either in

eCommerce mode or in Catalog browse only mode.

Within eCommerce mode, customers can make

purchases online or create orders and submit the

orders for quote request.

� With every Web catalog site being unique and every

catalog demands its own look & feel, navigation.

WebCat site navigation and page layouts can be

customized either in-house or as an add-on service

to the base license.

� Easy to use product navigation based on category

hierarchy, product families and item details. High-

impact product details pages can be implemented

with product photos, videos & documents.

� Search page & filters allow the customers to quickly

search and navigate to the product they are looking

for.

� Product management is done using CatalogStudio®

and it allows catalog owners’ to selectively publish

products & its attributes to the WebCat, thereby

maintaining a central catalog repository which

allows quick and easy publishing to Web, Print &

CDROM catalogs.

� For companies require high-level of customization,

WebCat offers its API’s (Application Programming

Interface) which can be used by the in-house

developers to interface with other back office

systems.

Listed below are some of the core features of WebCat

system:

Implementing a Catalog store or an online catalog does not

need to be a time consuming solution. With WebCat,

TradingBell has created a streamlined process to ensure

efficient implementation resulting in a cost effective solution.

CATALOG HOME PAGE

� Template based home page layout – User

customizable location & content for site menu,

category selector, search, promotional & featured

products display with product images & add any

custom text and graphics to home page.

� Customizable Header, Footer, Left & Right

Navigation – Add any custom content, banners or

text.

� Fonts & color themes for home page & entire site –

Define a consistent look & feel for the entire site by

customizing the style sheets.

� Category menu builder – Automatically generate

category navigation and embed them in the home

page. Define category landing pages for more

category level detailed information and allow

customers to further navigate from the category

landing pages.

PRODUCT NAVIGATION & CATALOG

DISPLAY

� Browse by product category, family, TO Suite &

manufacturer – Text or Image based navigation to

easily locate the products to order.

� Product Search – Search for the product codes or

search any text in the entire catalog. Search results

can be filtered based on the manufacturer.

� Configurable Product display – Product list and

details page can be customized to present a best

user experience. These pages can include item

description, images, and table & add to shopping

card button. WebCat has few built-in layouts to

display the list of products and tables. Custom

catalog page layouts designed by your graphics


designer can be incorporated into the WebCat by

our expert team.

� Relate products to other product groups and

increase cross-selling & up-selling.

� Product comparison – Select and compare products

side-by-side & add to shopping cart.

� Product display page will display the manufacturer

logo from the supplier database in CatalogStudio.

CATALOG FEATURES

� Unlimited number of Products, Categories, Sub-

Categories & Product Families & custom defined

Attributes allowed in the WebCat. Manage catalog

data (description, item, attributes, and category) in a

central repository and publish to web catalog only

items you select.

� Catalog data upload to WebCat – Easily upload

catalog data from a well defined Excel spreadsheets

and update the entire catalog with up-to-date price.

SHOPPING CART & CHECKOUT

� Easily add items to shopping cart – Requires user to

register and login before adding to shopping cart.

Shopping Cart can be saved for checkout later.

� Build-A-Quote – Items added to the shopping cart

can be saved and a custom quote form can be

created in PDF / HTML format. Quote request will be

forwarded to the catalog sales team and once the

customer agrees on the quote, items can be

instantly ordered online.

� Build-My-Catalog or Build-A-Quote – With few clicks,

a custom looking catalogs or quotations can be

instantly created using the items in the shopping cart

with pricing specifically defined for the customer.

These catalogs can be used as a sales and marketing

materials by the field sales reps & your dealers.

� Configurable shipping methods (DHL, FedEx, UPS) –

By default WebCat provides shipping tracker links to

these shippers.

� Accept payments by credit cards, cash on delivery or

purchase orders – WebCat has been implemented to

work with Authorize.Net payment gateway, but your

choice of payment gateway can be evaluated and

implemented.

� Easy check-out process – When the cart is ready for

checkout, with few steps, and a payment method of

choice items can be quickly ordered and instant

confirmation can be sent to all parties. Optionally,

WebCat allows processing delayed order processing

if order has to be manually verified.

� Automatic email shopping confirmation & invoice –

Upon confirmation of order, all parties will be

notified with email included in are the order

numbers and invoice.

PRODUCT PRICING

� Create buyer groups and assign discounts to buyer

groups – Registered customers (buyers) can be

assigned to a group and discounts can be applied at

the buyer group level using either a percentage of

the product list price or a discount of specific dollar

value.

� Product Price Customization (Customization as per

client requirement) – For companies requiring more

customized pricing for each product and specific to

each customer, custom database modules can be

implemented to lookup price from other systems or

database tables.

CUSTOMER MY ACCOUNT PAGE

� Company primary user can see list of all users

registered under that company

� Order status and shipment tracking number with link

to appropriate shipping provider – Customers can

login and check the status of their orders, print

invoices and track the shipments.

� Order history with full order details – WebCat

maintains the order history of all orders placed by a

customer and the order details can be retrieved any

time from their account page.

CUSTOMER REGISTRATION

� User id (customer id) is based on their email id.

� User id & Password retrieval feature.

� Customers can register as a individual or as a

company

� New customers can register with the company id. By

default, these users will be in the same Buyer Group

as all others in the same company.

� In addition to basic company / customer information

such as Name, Address, Phone, Email, Web Site and


Fax, 5 additional text fields are available to capture

any custom data from the company

STANDARD EMAIL NOTIFICATIONS

� Customer registration confirmation

� User Id Retrieval

� Password Retrieval

� Customer lockout notification

� Order confirmation to customer

� Order confirmation to store owner (optional) & copy

to any email id

� Order shipment notification with link on tracking

number

� Order cancellation notification

� Quote request notification

STORE ADMINISTRATION

� Manage User Id’s & permissions

� Order Management & Order History

� Email Invoices

� Inventory (Items, Quantity, Price)

� Buyer Group Management

� Order Shipment Update

� Email template management

� Custom page editor

� Customize fonts, colors & buttons

� Edit header, footer, left & right navigation

� Customizable tax calculations

� Shipping cost & shipping provider integration

� Update inventory, price & out-of-stock product

management

� Upload bulk catalog data online with data prepared

by CatalogStudio

� Search engine optimization features include Meta

tags and page keyword customization.

� Download orders, quotes, user information in Excel,

XML format.

� Respond to quotes by updating the price and items

in the quote.


TRADINGBELL CDCAT

SOFTWARE - DATASHEET

SEARCHABLE CD CATALOG CREATOR

TradingBell CDCat software is an advanced software product

capable of creating fully searchable CD catalogs with

complete tree navigation, built-in shopping cart for ordering,

customizable look and feel and remote price update feature.

Fully Customizable Interface

The CDCat software is capable of creating CD-ROM product

catalogs with custom look-and-feel for your organization’s

branding requirements. CDCat software uses HTML / CSS

based style sheets to automatically create final CD output

with navigation, search results and product details pages.

CD catalogs created using CDCat software does not require

installation. All data is stored in a built-in database that will

be copied over to the machines’ temporary folder when a

user tries to run the CD for the first time.

Advanced Search

Advanced Search can

be configured when

creating the CD catalog

output to search by

any attribute defined

in the CatalogStudio

database. User has the

option to select the list

from the specification

attributes setup in the

CatalogStudio

database as a search

filter option in the CD

catalog.

Attributes selected as search filters are available in the CD for

end users as a parametric search filter. End users can select

an attribute and search and further filter the results by

selecting values for additional attributes to quickly find

products in the CD catalog database.

Shopping Cart

End users can search and order products by email directly

from the CD catalog using the built-in shopping cart feature.

CDCat software is capable of configuring any price attribute

for final price calculation including tax and shipping rates

based on attribute information in the CatalogStudio

database.

Orders can be emailed to end users’ computer in PDF format

using a pre-defined email id provided when creating the CD

catalog.

Purchase Order Creation

CDCat leverages on the CatalogStudio’s PDF catalog

generation feature to create any type of PDF output using the

data stored in the CD catalog. Users can design and configure

CatalogStudio PDF catalog templates for creating purchase

orders, smaller catalogs, sales orders, etc. by the end user.


Price Updates

CDCat has a powerful feature to update price attribute values

stored in the CD catalog. Users can set the price attribute,

price expiry date and a URL where the new price will be

located when creating the CD catalog. When the price expiry

date is reached, CD catalog will automatically look at the URL

for a new price update excel file and download the new price

information to the CD catalog and update the database

located in the temporary folder in the machine.

Order History

All orders placed by an end user from the machine is

recorded and stored in the temporary database. End users

can browse the history of orders and re-order previous orders

quickly and send out the order to the configured email id in

the CD catalog.


TRADINGBELL SOFTWARE

SYSTEM REQUIREMENTS Following are the hardware and software requirements /

recommendations for successfully running TradingBell

software applications in customers IT infrastructure

environment. All hardware and software requirements will be

provided by customer and will be required before software

installation and delivery can take place. TradingBell does not

resell Microsoft Windows, Microsoft SQL Server (Enterprise

or Standard) edition and Adobe products. Please contract

appropriate vendor to purchase the required software.

CATALOGSTUDIO CLIENT SOFTWARE

• Microsoft Windows XP / Vista / Windows 7 (32bits and

64 bits versions)

• Client Computer: Pentium 4 or above with 2 GB RAM and

40 GB Hard drive.

• Microsoft.Net Framework 3.5

CATALOGSTUDIO DATABASE

• Microsoft Windows 2000 / 2003 / 2008 Server / XP /

Vista 32 bits or 64 bits

• Microsoft SQL Server 2005 / 2008 Standard Edition

(If customer is not planning to use the Microsoft SQL Server

Standard Edition, TradingBell support team will install

Microsoft SQLEXPRESS which is a free version of database

engine. Microsoft SQLEXPRESS is a fully functional version of

the SQL Server Engine but limited features to support only up

to 5 users and does not provide advanced options like

scheduling backup etc. Customer is fully responsible for

scheduling backup of their database in their local machine.

Please contact TradingBell Support Team for instructions

about setting up backups in SQL Server and SQLEXPRESS)

INCAT FOR PRINT SOFTWARE

• Windows XP / Vista 32 bits / 64 bits versions)

• Mac OS

• Adobe InDesign CS4 & CS5

CDCAT SOFTWARE

• Windows XP / Vista / Windows 7 32 bit version

WEBCAT ONLINE CATALOG SOFTWARE

Following are the software requirements for hosting WebCat

application. Hardware, Backup, Bandwidth & Network

requirements should be consulted with the Network

consultant or Hosting provider.

• Following requirements are based on the assumption

Customer will arrange for the dedicated servers with

their hosting provider.

• Windows 2000 / 2003 Server. For traffic intensive sites,

we recommend using separate dedicated server for

WebCat software and database. Customer will be

responsible for acquiring the dedicated server with

operating system software and SQL server software.

TradingBell provide installation and configuration of all

the software except the operating system remotely.

• Microsoft SQL Server 2005 / 2008 Standard Edition with

Advanced Options (For Full Text Search) in a dedicated

server environment. Database for WebCat will be located

remotely in a disconnected mode with the local copy in

Customer office. Synchronization tool will be used for to

keep the two databases in sync.

• Microsoft.Net Framework 3.5

• Microsoft IIS 6.0 / 7.0 for Web Server

• High bandwidth hosted environment for faster web

performance

• SSL security certificate for each domain has to be

purchased by Customer. TradingBell will help configure

and implement security features in WebCat software.

• Merchant account and payment gateway account has to

be purchased by Customer. TradingBell will configure and

implement the payment gateway as part of the project

implantation.

• TradingBell will require full remote access with admin

rights to both web and database server to install and

configure software.

SOFTWARE DELIVERY AND

DOCUMENTATION

• All TradingBell software is delivered as a download for

customers from TradingBell server


• Software, User Manuals and Installation Instructions can

be downloaded from our support portal at

• Our support portal also has constantly updated

knowledgebase, troubleshooting tips, FAQs and training

videos.

• Please contact our support team to obtain user id and

password for your company.

• All software upgrades and patches are delivered

automatically using built-in Automatic Software Upgrade

tool.

INSTALLATION

Installation and configuration of the software will be done

after the data import and publishing process is completed.

Installation will be performed remotely through internet by

TradingBell Support Team using GoToAssist remote

assistance software. Customer is not required to setup VPN

or Remote Desktop application. Please ensure you have

permission and access to install our remote assistance

software GoToAssist.

TRAINING

• Training sessions will be provided using GoToMeeting

online for customer purchased online training.

• Onsite training is provided for customer with large

number of users in a company and depends on different

products purchased.

Requirements for on-site training at customer’s location

• Conference room with projector and networking with

connection to database and file server to access images

and data.

• Separate machine for each person participating in the

training (Preferred).

• Make sure CatalogStudio, InDesign and InCat is

configured in all the machines.

• Make sure your database is configured in your server and

all the machines connect to the database from the

conference room.

• Configure images in the server and map a network drive

in the local machine to the images folder.

SUPPORT AND SOFTWARE UPGRADE

CONTRACT

Unlimited phone and email support is available on a yearly

basis and first year is included as part of this agreement.

Customer has the option to renew the support and software

upgrade contract after this period.

Support can be contact by email at and by phone at 703-752-

6100. Contact by email is recommended since each support

request is automatically logged and tracked using a ticket id

by our support system.

All upgrades to the software licenses being purchased are

included for the first year. Customer has the option to renew

the support and software upgrade contract at a fee of 18% of

the total product license price.

A COMPLETE SOLUTION AND

COMPREHENSIVE TRAINING

TradingBell provides a comprehensive training on all software

products. These offerings provide the training you need to

realize the full potential of our solutions, increase effective

management of your product information and multi-channel

publishing needs and achieve better return on your IT

investments. Visit http://tradingbell.com/contact-us/support-

training-knowledgebase for more information

Contact information To contact our sales representative, visit

www.tradingbell.com/contact-us

TradingBell Inc

1934 Old Gallows Rd, Suite 350, Vienna, VA 22182

Phone: 703.752.6100

Email: [email protected]

www.tradingbell.com

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