Westchester Publishing Services

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Dropbox Work in Progress Conference

production services

Discussing the Westchester Publishing Services Client Portal

by Tyler M. Carey, Chief Revenue Officer

This week’s Dropbox Work in Progress conference in New York City was exciting whether you are a Dropbox power user or not. Topics covered included the new normal of what workplaces and productivity look like, supporting clients and staff with the right tools to get work done as well as communicate more effectively, and — threaded through pretty much every session and panel — the impact of AI on work itself. I was fortunate enough to participate in two back to back editions of a panel called “Scaling Success: the role of automation and collaboration in business growth.” More on what I shared there about our Client Portal, but let’s talk about what the overarching message of the day was, first.

Image of Drew Houston, CEO of Dropbox standing on a stage in front of a screen with the words Global Pandemic and Economic Uncertainty on the left and the words Flexible work and AI revolution on the right.
Drew Houston keynote speech, Dropbox Work in Progress Conference, October 10, 2023

The keynote by Dropbox CEO Drew Houston sets the table for a discussion all companies should have on an ongoing basis about how work is handled in a post-pandemic world, how we are supporting our team members, and how new tools — including AI — can be used to add to productivity when used with the right level of trust and responsibility.

Houston’s keynote is a must watch, and set the tone for the day. To cherry pick another highlight, I would also point to comments by one of the later panelists — John Horton, Associate Professor at MIT Sloan School of Management — who emphasized how AI benefits us most when paired with human beings to apply their judgment and selectively apply what AI can output, rather than just use AI output and guidance without consideration. That is right in line with how the best companies are using AI as a tool, rather than replacing proven expertise. Westchester, for instance, will never just dump a manuscript into an engine for copyediting – that negates the expertise we bring to every project. But, just like how our indexers using indexing software to create lists of terms, or we use NLP to create lists of keywords for marketing, it’s worth looking at what tools can help our editors, typesetters, sales people, and more with using their skills effectively.

Image of man standing on a stage in front of a screen displaying learning points
Drew Houston, Dropbox Work in Progress Conference, October 10, 2023

Lest it be thought that the day’s content was just a one-time event-driven theme, it’s clear to see that Dropbox’s approach to making work easier – not just designing a strong file sharing and productivity platform – is baked into everything Dropbox does and communicates, right now. An op-ed in this week’s Independent (UK) by Dropbox’s Andy Wilson elaborates on the company’s approach to work – with an emphasis on finding ways to help users find info they need and avoid the constant distractions of email messages, Slack notifications, and other attention grabbers that, according to data cited in the article, eat up a typical 131 hours of each employee’s work time each year. You may remember Andy from our Work from Home webinar in March 2020, where he – in the thick of the initial pandemic lockdown – spoke about productivity and tools – and continues to share insights and solutions to this day. Andy will be co-presenting with me and Westchester’s COO, Deb Taylor, at the upcoming Digital Book World in January in NYC on just this, once again!

Picture of two women and a man seated on stage with a banner reading Perspectives behind their chairs.
Debbie McClure, Tyler Carey, and Darci Kendall. Photo provided by Dropbox

I was excited to join Debbie McClure, Dropbox’s Global Head of Sales, and Darci Kendall, Founder of Hodde Bros Beverage Co, on the two back-to-back sessions for our panel called “Scaling success: the role of automation and collaboration in business growth.” Debbie moderated the panel asking us questions about our businesses, our tech stack, the opportunities with AI (which I talked about in a recent blog post), and how we grow our businesses – and make our client experience better – by using different tools. Darci provided a lot of great examples of how she uses different channels to engage with her clients, and how she has grown from a small start up ten years ago into a top brand for the beverage and events industries. If your firm is a start up looking to grow, I really encourage you to look up the story of Hodde Bros Beverage Co and learn more.

So, why is Westchester’s story relevant enough to this topic that I was asked to come speak in these sessions at the event? Well, here’s an overview of what I shared during the panel, in narrative form.

Not long after Westchester became an employee-owned company in 2014, Westchester’s managers began highlighting areas where we could focus on a better client experience, as well as ways to grow our company. Our client experience at the time was in some ways fragmented, client by client. On one-hand, this was a bespoke solution for our clients — each client’s own workflow was tailored to, and supported as essentially its own unit here. But that worked well, for both us and our clients, when we had only forty clients to support, and most of those clients had one major line of work with us. But, as we started doing more work across organizations, we found that maybe one department liked to send us files via FTP en masse for typesetting and ePub conversion, and another department was essentially a smaller operation within the same firm that sent individual projects via WeTransfer for editorial and typesetting – and had wholly different style guidelines, schedules, and expectations. And as we moved into new markets back then — like the work we do for think tanks, legal publishers, trade associations, and more — we found that different types of clients had different needs and expectations for file transfer, schedules, communications, project involvement, and services.

To scale, Westchester needed a partner. After vetting many platforms, we selected Dropbox as our partner for file exchange and storage (to start). Clients could still send and receive files via FTP, WeTransfer, Box, Google Drive, what have you, but by setting up a number of processes on our end that talked to those different systems and pulled files into a central cloud-based Dropbox environment, we created efficiencies for us and for our clients.

And wow, did things grow from there! Dropbox was highly consultative, and our team identified use cases with the Dropbox API that let us build a custom project management system using our development team, and sitting on top of a trusted brand by using the Dropbox API for automations and process management, which expedited file transfer and made for a robust client experience. You’ve heard me talk about this in past blog posts, but this was the launch of our Client Portal. The Client Portal allows for easy transfer of files to Westchester via whatever means are best for you — but optimized for easy drop-off using Dropbox, even if you don’t have an enterprise account. No longer did clients have to log into a server, download assets, pass them to an author, gather those files back, upload them again… Steps like that became more automated and lightning fast.

Throughout each project, our clients can see the status of assets at each phase, download assets using downloadable links, and track the project schedule against milestones. None of these features, reports, or options for exchange replace the human interaction and customer care that Westchester is known for — we are just providing added transparency and options for engaging with your project’s assets. This has made for a great experience for our clients and has helped us scale our company as we have added more services and clients, growing from the forty-odd we had in the US back in 2014 to nearly 600 clients around the globe, today.

Beyond the Client Portal, Dropbox opened up its platform to us so that we could use more of their tools, including Dropbox Paper (which we use for many things including tracking client documentation, collaborating on marketing pieces, and planning projects), Dropbox Sign (which we use for contracts and onboarding clients within certain units of our company), DocSend (which we use for maintaining a library of marketing collateral for our sales and marketing teams to engage with clients and prospects about meaningful, relevant case studies), Dropbox Capture (which helps with internal training and other use cases for sharing content with narration), and more. Dropbox has been a phenomenal partner, and we rely on their platform, products, experience, consultation, innovation, and highly regarded security as a key element of not just our tech stack, but also how we support our staff and our clients.

While I’m excited about our above use cases that I shared on the panel — as well as further discussions we had about AI, marketing, and client engagement — that’s not the end of the story. We continue to have very detailed workflow conversations with dozens of accounts each week – both existing partners looking to address new products or challenges, as well as exploratory discussions with new, potential clients. Our editorial, production, and digital services are a cornerstone to the workflows for our nearly 600 clients around the world for a reason, and the blend of people skills and technology we are known for is key to their success. If you are a publisher, the chances are very good that we have had to solve any of the editorial or production challenges that you are currently facing. Contact Us to discuss your needs, and explore ways that US employee-owned Westchester Publishing Services can help.

by Tyler M. Carey, Chief Revenue Officer

headshot of Tyler CareyWestchester Publishing Services has decades of history helping different types of publishers and content providers, including trade publishers, children’s publishers, K-12 EdTech platforms, think tanks, legal publishers, industry trade publishers, and many other types of organizations that create and distribute content.

Whether the project is a manuscript for an illustrated board book for children, assessment items for an online learning platform, or a policy paper intended for presentation on Capitol Hill, Westchester has specialists who can help edit, design, and layout the content for the right audience.

Specialized Publication Programs

Trade Associations – and related organizations like professional societies – often have rather different kinds of publications programs from typical publishers. While some industry-driven organizations have book or journal publishing programs focused on topics relevant to their domain area, many have varied publications from professional development content to white papers to conference proceedings to blog posts, each requiring different levels of support, expertise, and workflow customizations.

Here are examples of recent projects trade associations partnered with Westchester Publishing Services on:

• Helping a trade association modify content from their conferences and annual meetings into WebPDFs and ePubs. This content was then made available on their website for free download by members and for purchase by non-members. Conference proceedings in particular can be an area where professional societies and trade associations have content, but it’s laborious to produce rapidly – and in all the needed formats – once a conference wraps.
• Working with a trade association that provides content to medical professionals in a very specific field to create children’s publications to be used by their industry when working with young patients to help them understand and navigate a specific medical condition.
• Partnering with a bar association to better package updates to state statutes into book publications that allow attorneys to quickly understand changes to the laws in their area of practice, as well as access direct links to Fastcase citations in their digital editions.
• Supporting a medical association with editorial and production resources to help them present the best quality professional development and continuing ed materials to be shared with doctors in their specific discipline.
• Helping an educational industry organization edit and typeset new editions of their backlist titles, updating industry standards and information without writing wholly new manuscripts.
• Ongoing editing for industry journals in topic areas including medicine, mathematics, and social sciences.
• Editing and typesetting titles on subjects including management, business technology, and corporate finance for a prominent organization that tracks trends in these areas.
• Creating abstracts, executive summaries, and even tweets that an organization can share as abbreviated versions of their larger studies and white papers, letting industry executives skim the highlights before diving into 200+ page analytical studies.

Different Content, Different Distribution Channels

If you work for a trade association or professional organization, chances are good that you have historically handled your publications and content in ways that differ from your peer associations. Oftentimes, a trade association’s content grows organically as new distribution channels or newer media for online ingestion of content become available. Westchester’s expertise supporting different types of content and distribution methods for academic, trade, and policy groups, is easily applied to the needs of trade association partners to identify cost-effective solutions that will allow your association to efficiently and affordably build new content and expand your publication program.

The team at US employee-owned Westchester Publishing Services would be happy to explore how we can help you edit, design, and present your content, as well as share our expertise about how other organizations have navigated similar challenges using industry partners, new channels for distribution, and more. Contact us to talk about the content you currently manage, how you’re looking to engage with your association or industry, and solutions we can provide to help you achieve your goals.

by Tyler M. Carey, Chief Revenue Officer

It has been longer than I would have liked since I last shared a post-conference blog post. I am glad that NYC’s Digital Book World (DBW), held January 16-18 at the Sheraton on Seventh Avenue, afforded me the opportunity to reconnect in person with many of Westchester’s partners and those of our clients who were able to make the trip to New York for the meeting.

As noted by Lorraine Shanley in her coverage of DBW in MPI’s Publishing Trends newsletter, the attendance was a bit upside down with far more vendor and industry types than publishers, it appeared. That said, the panels presented provided more than a little food for thought on topics ranging from the role of AI in publishing, to how to market books effectively online in the current landscape, to where we’re all headed as an industry.

Screenshot from keynote speechIt was on that latter topic that Margot Atwell, the executive director and publisher of The Feminist Press, provided an insightful session. She revisited a presentation she had shared at London Book Fair in 2019, in which she had identified a number of trend lines in the industry – including equity, consolidation, and the financial health of the industry – and updated her analysis and predictions for 2023. Whether you were representing a vendor, a large publisher, or a start up, her insights on how to foster equity, continue to adapt to a distributed workplace, and navigate the financial and societal challenges in our industry resonated.

Aligned with another one of Westchester’s core principles was the panel on accessibility hosted by Bill Kasdorf, who was a panelist on our September 2022 webinar about accessibility and sustainability. Joining Bill were Michael Johnson from Benetech, Madeleine Rothberg from WGBH, and Richard Orme from the DAISY Consortium. As a Benetech GCA-certified partner, Westchester is keen to help amplify the messaging around not just the needs for accessibility but also the best practices that publishers can adapt into their workflows. Each panelist shared a headline and several discussion points with one another to help further discussion about the needs for publishers to accelerate their adaptation to support readers requiring accessible content. As the coverage of Day 1 of the conference in Publishers Weekly emphasized, Michael Johnson laid out numerous examples of the prevalence within the population of individuals who need or use adaptive technology to consume content. With an estimated 20% of the world’s population having a need, this isn’t a nice to have, it’s a necessity for ensuring as many readers can consume your content as possible.

Bill Kasdorf put perhaps the finest point on the subject by pointing out that due to the European Accessibility Act, if you plan on selling any ePub content in Europe by 2025, that content has to be created accessible or converted to accessibity standards – including backlist content – or it will be illegal to sell within the EU. But, to the point of everyone on the panel, that doesn’t necessarily mean a gigantic investment of resources or a total revision to how you create content. Micromoves internally and with partners can help pick away at the pile quickly and affordably. One key topic that seems to frustrate many publishers is that of alt text. While there are commonly accepted practices, the ‘right’ alt text is not codified the way that say metadata rules might be. As Michael Johnson pointed out, the same image could have different tags depending on its use. An image of the Eiffel Tower in a cookbook about crepes may be ornamental – not relevant to how to make a crepe – so it could just be labeled as “Ornamental” in its alt text entry. In a book about Paris, perhaps a few brief sentences describing the image of the Eiffel Tower would be appropriate. In an engineering book, the Eiffel Tower image might be being used to augment some content about the tensile strength of steel so a different, brief entry would be called for. But in none of these instances is a thoroughly written, revised, and breathtaking narrative called for – alt text entries are there to tell a reader what is in the image, not replace the content that is already in the text that the image is intended to augment. And to Madeleine Rothberg’s point, there is a metadata field called “Accessibility Summary” in each file that allows you to make notations re: pieces that are works in progress, absent, etc., understanding that there will be exceptions and things that may need further attention after initial creation or conversion. We’re all learning new things regarding accessibility – even those of us who are deeply involved in accessibility – and this field serves as a placeholder to indicate where we think something may need to be revisited.

To help us all navigate the world of accessibility, and better plan for the looming EU deadline referenced above, a number of resources were shared by the panel that Bill Kasdorf consolidated here. I highly encourage you to review these resources and share them with any of your team involved in working with authors, editing content, and producing digital files.

Other excellent sessions included Ingram’s presentation about its Ingram iD platform, which allows for direct-to-consumer marketing, sessions from Scribd and Spotify about different revenue models for content distribution, and sessions from AI firms showing how audiobooks and more can benefit from AI.

Westchester’s Vice President of Business Development and Marketing, Deb Taylor, attended DBW as well, and provided this commentary about ChatGPT coming out of a session hosted by another vendor in our space.

Deb shares:

DBW’s sessions were typically not company/product commercials, although like most conferences, a few did lean that way. When the Trends in Content Creation Using AI and Smart Technology session by PageMajik started, I think most expected it to be a carefully disguised commercial about their services. It turned out to be a micro master class in how to think about AI and, in this case, the “controversial” open source AI, GPT3 (or ChatGPT). Keep in mind, PageMajik wasn’t the only one discussing AI and how it has many places in publishing – we learned about interesting uses of AI in audiobook production workflows, and in the use of synthetic voice, too.

So while ChatGPT has been banned on some school networks due to fear of plagiarism, this session reminded us that this is just technology – clever technology, mind you – but still just technology, and we, as humans can make a choice in terms of how to use and deploy it.
“We can be lazy, or we can be productive. The choice is ours.” And yes, we should be mindful that clever technology like GPT, does need some guardrails so it can be harnessed with positive productivity, not laziness or malintent.

For those who are wondering how ChatGPT can be purposeful in the publishing industry, here are a few thoughts:

1. One potential use case is for content generation, where the model can be trained on a specific topic or writing style, and then used to generate new articles, blog posts, or other written content. Additionally, ChatGPT can be used for editing and proofreading by identifying grammar and style errors in existing text. It can also be used for summarizing long articles or books, creating headlines and summaries for news articles, and even writing personalized responses to readers’ questions or comments. Overall, ChatGPT offers a powerful tool for automating and enhancing various aspects of the publishing process.

2. Another area in the workflow that often requires much back and forth with authors and copyediting teams is the reviewing, checking, and correcting of references and citations. ChatGPT can help with reference citation checking in manuscripts by using natural language processing (NLP) techniques to identify and extract citations from the text. Once the citations have been identified, the model can then compare them to a database of references to ensure that they are accurate and properly formatted. Additionally, ChatGPT can also be trained on specific citation styles, such as MLA or APA, to ensure that the manuscript adheres to the appropriate guidelines. It can also be used to check for missing references or duplicate citations in the manuscript. Overall, ChatGPT can provide a powerful tool for automating the reference citation checking process, which can help to save time and improve the accuracy of the final manuscript.

I’ll leave you with this final disclosure: Both the paragraph on use cases and reference citations were written by ChatGPT, in seconds. Would that be categorized as lazy? No. I believe it was incredibly efficient, however, the best use may be more in the middle. Let ChatGPT be the tool to help you formulate your idea but perhaps not be used verbatim. After all, it’s just technology, and it’s using what it has access to. You still need to validate the information. Try it out for yourself here. And then make sure to ask what its limitations and challenges are.

In general, these new aspects of technology are exciting and ones that we should not be fearful of, but figure out how to use to improve and advance our industry as a whole.

While there was a bit of humor artfully weaved into Book.io’s session, Digital Ownership, NFTs and Revenue Streams for Publishers, there were some interesting things to think about as it relates to the personalized marketing opportunities and the new potential revenue stream that blockchain could offer. eBooks, as we know, are meant to be licenses to the individual to “view, use and display” without any permissions to sell, rent or distribute otherwise. Digital books on the blockchain change that paradigm, and also enable the publisher to experience an ongoing revenue stream from books sold here. Per Book.io, it will increase the intellectual property value of the content. There is also the opportunity for the publisher to direct market the owner since there is more visibility in the digital ownership – think here about gating content with permissions, and even price points to owners vs non-owners. There are efficiencies (multiple languages), interesting design opportunities (different cover designs), unique targeted marketing ideas, and more here. As with all new technology, let’s not dismiss or fear it, but rather let’s get to know and harness it to continue to advance our industry.

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Further coverage of DBW 2023 is available in this post from Publishing Perspectives that provides thorough coverage of keynote speaker Karine Pansa’s presentation about her mandate and expectations for her term heading the International Publishers Association, as well as this article from Publishers Weekly highlighting information for publishing start ups.

As always, US employee-owned Westchester Publishing Services is keen to learn more about which portions of your book production workflow you are navigating, in the hope that we can help. Over 500 publishers rely on Westchester for services ranging from manuscript preparation to editorial services to quality, on-time printer file production and accessibility remediation. Contact us today to talk about your publications and how we can help.

The Benefits of Using the Right Vendor Instead of In-House Resources

In my previous article, “The Benefits of Sending Pre-Press Production Work to a Vendor,” I discussed the potential cost savings publishers can achieve when using a large pre-press production vendor with an India based composition house vs. handling this pre-press work in-house. In this article, I will focus on the question of vendor quality compared to the quality of final work product produced by in-house staff.

To jump right in, let me give you two key reasons why a large vendor can (let me emphasize “large” and “can,” which I’ll come back to) achieve better work product quality than in-house staff:

1. Expert Staff – The professionals and staff handling each task along the production workflow are specialists, experts in performing their specific responsibility – back to the time-honored principle – practice (or experience) makes perfect. Adding to this, because a service vendor must have experts in each task along the workflow, they must ensure each expert is well-trained and continues to learn about new systems or processes – otherwise, they will lose the game.

2. Quality Controls – Despite the fact that a provider has experts handling each task, those experts are human beings, and they will occasionally make mistakes. A good service vendor understands they must have comprehensive Quality Control procedures to identify and correct any errors that might occur.

Using baseball as an analogy, while a publisher can bring on experts in any and all tasks within their production workflow just as a service provider does, is it possible once the publisher has brought in that expert “shortstop” to keep the shortstop playing in that position full time? Without a substantial and steady volume of projects flowing through the workflow, and all the other positions filled with their own experts (1st base, catcher, etc.), I submit the answer is no, it’s not possible for that in-house expert to only handle one key responsibility. The next question a publisher has to ask themselves if how much training, most importantly on-going training will they be able to provide for those in-house experts receive? I’ve worked in several very large companies, and job-specific training after day one was practically non-existent. As a practical matter and a reality, It’s just not realistic from a financial standpoint for a publisher to maintain experts at each stage of the pre-press production workflow.

As a vendor providing a service where product quality can mean the difference between a successful business and total business failure, it would be playing Russian roulette not to have comprehensive Quality Control procedures in place. In this case, we’re talking about the primary product of publishers, the books and other publications they sell, where even a single quality failure could have disastrous implications. At Westchester, we have QC procedures in place aimed at achieving 100% quality assurance. While it is possible for a publisher to have similar QC procedures in place, often the pressure of keeping internal costs low wins out over having the extra staff necessary to perform those QC functions. Ultimately, the risk of quality issues getting through to final publications are a trade-off these publishers live with, but they don’t have to.

Now let’s come back to why a “large” vendor “can”.

The importance of being a “large” vendor is related to the challenge of a publisher having experts in each key position along the workflow. In order to maintain experts in each key position, there must be a volume of work to keep them engaged and productive in that position. If you only keep an in-house paginator engaged part-time setting pages in InDesign – and doing completely different tasks the rest of the time – will they ever be as good and efficient as someone doing the same task full time? Being a large vendor ensures the volume of work necessary to keep the experts in place in all positions at all times, performing at the top of their game.

The importance above of saying a vendor “can,” relates to a common complaint in today’s pre-press production service market. Large service providers may have the resources and the impetus to institute comprehensive QC procedures which ensure very high-quality end product – but many do not. At Westchester, we take pride in separating our company from those vendors who are unable to deliver near-perfect quality. Once again, we aim to achieve 100% quality assurance for all our publisher clients.

You might be asking, can a vendor provide all this, experts along the entire workflow plus comprehensive quality control procedures? Tying back to key points in my previous article about higher vendor efficiency, the answer is yes, as a result of larger volumes as well as an extremely cost-efficient workforce on the typesetting side of the workflow.

Westchester Publishing Services with our 40+ U.S. based production editors/project managers, 450+ network of copyeditors, a U.S. based customer service department, and 100% company owned and U.S. managed composition/typesetting facilities located in India, is the only U.S. employee-owned company of scale focused solely on pre-press production services. Let us take care of the editorial and production and after we take care of the coordination and hand-off of your final print files with your designated printer, we’ll leave the printing to the experts in that field.

by Tyler M. Carey, Chief Revenue Officer

As we reach the anniversary of the beginning of the Pandemic “Lockdown” back in March 2020, two Washington Post articles caught my attention. One about the hindsight that can now be applied to the tragic impact of the COVID-19 virus on the world, which was far greater than any of us could have anticipated, and another about how conferences and events are trying to adapt to restart in-person industry meetings this year as hope around vaccines and recovery begins to take hold.  It was exactly a year ago that Westchester temporarily closed its Danbury location, hoping to have staff return expediently once it was safe.  A year on, nearly all of us are continuing to work from home, with only select staff going into the office as needed to tend to billing and postal needs.  As vaccine distribution improves, we look forward to more formally reopening our operations in Danbury and Dayton in the States, Stratford upon Avon in the UK, and Noida and Chennai in India.

The pandemic quickly impacted all of us and the ways we engaged with our clients to support them evolved rapidly.  We realized that our history and expertise working distributed, globally, could help many of our clients who were newer to navigating the distributed or “work-from-home” model. Our marketing team quickly brought together clients and industry figures for a webinar to talk through their approaches to the challenges that hit us all immediately. On our website, we set up a Work from Home resources page, curating articles and other useful information to help people adapt to this new way of working.

Many of our clients were experiencing similar challenges within their operations, prompting us to create video content to address those issues, including:

You can find all of these and more video content on the Westchester YouTube channel.

We’re all continuing to consider what’s next for the publishing industry. On April 6th, Westchester will again partner with Publishers Weekly for the industry thought leader webinar, “Publishing Now ’21: Looking Forward”, featuring insights from Dominique Raccah of Sourcebooks, Cathy Felgar from Princeton University Press, Lorraine Shanley of MPI, and Tom Chalmers of Legend Times.  I invite you and your colleagues to join us for this free webinar, and engage with these publishing experts on questions about all aspects of the industry and supply chain that are affecting you.

Westchester remains committed to helping the Publishing Industry with its changing editorial and production needs, and continues to pivot and address individual workflow needs for our clients, to help each client in their areas of greatest need. Stay connected with us through our webinars, video content, and our recently launched Westchester Words podcast, featuring short, impactful conversations on topics specific to the publishing industry. Contact Us to discuss your challenges, and how Westchester can help you.