Optimizing Marketing Material Management with Generative AI Solutions

The Client

Our client, Sandy Alexander, a prominent U.S.-based printing and marketing solutions company, serves diverse industries such as retail, publishing, and healthcare. Renowned for quality and customer service, the client counts brands like Uniqlo and Denny’s among their customers. They have partnered with First Line Software for years, developing various applications from the ground up and optimizing marketing material management.

The Challenge

The client’s users struggled to find specific products within extensive catalogs, where product names often didn’t match search terms. Additionally, key information was stored within document attachments, which weren’t being fully utilized in searches. Currently, the tagging of uploaded marketing materials is done manually, requiring someone to read each document and add tags based on experience. To enhance efficiency and accuracy, First Line Software aimed to create an automated system capable of tagging keywords and concepts as documents are uploaded and optimizing marketing material management.

The Approach

Data Ingestion, Analysis, and Classification with Generative AI

First Line Software developed a solution that uses GenAI for OCR and analyze documents’s content to generate relevant tags. This multimodal approach enables the GenAI tool to provide precise keywords in a single call, reducing both processing time and cost. During testing, generated tags were reviewed to ensure accuracy.

Once tagged, documents are added to a searchable database accessible through the client’s current solution.

The Solution

First Line Software proposed an automated keyword generation feature, leveraging OpenAI’s models to analyze product attachments in various formats (PDF, ZIP, PPT).

Key implementation steps included:

1. Azure Function (GetDoc): A function accepting a list of AWS S3 files in formats like PDF, DOC, PowerPoint, JPEG, and PNG. The function extracts keywords for each file.
2. .Net Framework Console Application: A console app that calls the Azure function and displays the output.
3. Web Application Integration: Securing and incorporating the Azure function in the client’s existing .Net web app, along with a configuration page for managing keys, endpoints, and subscriptions.
4. Keyword Review and Approval: The updated application allows users to review and approve auto-generated keywords.
5. One-Time Background Job: A job to process existing documents, appending new keywords without replacing current ones.
6. Usage Monitoring: A system administration page displaying Azure usage statistics for tracking.

The solution required front-end and back-end updates and was completed within a week, plus additional testing. Imagine updating your 500+ marketing materials over 10 times faster! This dramatic reduction in manual work frees you to focus on what matters.

The Team

• AI Engineer
• Prompt Engineer
• DevOps Specialist

Outcomes

• Enhanced Search Efficiency: Users can find products quickly and accurately within the catalogs.
• Improved User Experience: GenAI-driven tagging and classification provided more relevant search results, increasing user satisfaction.
• Reduced Manual Labor: Automation reduced reliance on manual tagging, lowering labor costs and minimizing human error.
• Scalability: The client can handle more marketing materials without increasing manual processing time, supporting growth.
• Cost Savings: The multimodal approach reduced document handling and keyword generation costs.
• Data-Driven Insights: Analytics on keyword performance and document usage aid in refining marketing strategies.
• Streamlined Document Management: A structured tagging process makes documents easily searchable and accessible.
• Increased Revenue Potential: Enhanced product discoverability may boost sales as customers find relevant products more easily.
• Future-Ready Infrastructure: Integrating GenAI prepares the client to adopt future GenAI advancements.
• Client Satisfaction and Retention: The solution strengthens the partnership between First Line Software and the client, promoting future collaboration.

This GenAI-driven approach streamlined the client’s marketing material management, aligning with operational and business growth goals.

Learn more about Printing, Labeling and Pakaging Technologies development with First Line Software