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Download Case Study: Automated system for ordering customized marketing materials

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First Line customized the Optimizely (Episerver) Commerce Web-based platform so clients of the customer would be able to organize and automate the Automated system for ordering customized marketing materials process of creating and receiving printing marketing materials.


A large U.S.-based company provides digital printing services for the production of advertising and marketing materials. These services automate the process of creating and ordering standard marketing products: brochures, booklets, ads, e-blasts, and other materials in electronic format, including the creation of landing pages for websites. The customers of our client are large financial services organizations operating across the USA, Canada, and Western Europe.


The client approached First Line to develop a software solution for their B2B customers to fully automate the process of creating and managing the production of all types of marketing materials and promotional items, both in print and in electronic formats.

Within one month a prototype was created and accepted for the development of a system over the next 12 months. Next, the decision was made to make the system available to customers. Currently, the system is being developed for new customers. The load level is 100,000 users generating content simultaneously. The system is populated with more than 20,000 distinct items of marketing materials, including pdf booklets and presentations, as well as video and audio files.


First Line customized the Optimizely (Episerver) Commerce Web-based platform so clients of the customer would be able to organize and automate the Automated system for ordering customized marketing materials process of creating and receiving printing marketing materials. The system also allows the customer to customize and adapt marketing materials for each individual user. One of the users of the platform is a Fortune 100 insurance company. The company has more than 100,000 agents who use the customized application as a tool to create marketing materials for clients. The system allows users to configure marketing information, create personalized, signed booklets, manage the printing of materials or generate them electronically in PDF format and send them to customers, and create website landing pages. It also facilitates budget management for the individual agent. The system includes the stages of content control, as well as budget and logistics control.

Description of work

  • Development of a solution based on Optimizely (Episerver) Commerce
  • Integration with dozens of service providers
  • Integration with the United States Postal System (USPS) for mass mailings
  • A wide range of utilities for customizing the system for a specific user - in the original version, the system presents more than 100 types of services
  • Integration with an online store allows users to easily order the production of promotional items
  • Integration with data providers such as Accudata and others, with the ability to select the target audience
  • The option of organizing a workflow system of approvals for a budget, logistics, and content.

Project Technologies

XMPie, SOLR, Angular, Responsive layout, load-balanced environment, AWS (Amazon cloud), PCI DSS compliance - the industry standard for credit card payments (developed by Visa and MasterCard).

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Download Case Study: Automated system for ordering customized marketing materials

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Client References

I want to express my gratitude for all of your team’s hard work, support and extra help. We are very grateful for all that you have done for us.

Senior Project Manager, a U.S. specialty digital design and web development agency

Your quality of work is exceptional, and your flexible approach has allowed us to build and deploy a large amount of complex functionality in a very short space of time. Kudos to everyone for their professionalism and for delivering results that exceeded our expectations.

CEO, leading social media analytics provider

We have never had a better release that we can think of. And that is all because of your hard and dedicated work. So here is a big THANK YOU to everyone from all of us!

Editor, leading Scandinavian newspaper

For a software vendor like ourselves, picking the right development partner is crucial. First Line’s technical expertise and solid project management, coupled with their proficiency in Agile methodologies, have made them an integral part of our product development group.

VP Product Development, leading enterprise software vendor

Our First Line Team has been doing a great job. All of the guys check in great code, and they have a forward thinking mindset, not a feature-to-feature approach. They are also very open in terms of sharing knowledge, which is critical to running productive distributed teams.

Application Development Director, global marketing company

We've all learned a lot from you, and it is great working with you.

Application Development Director, global marketing company

The First Line team has an excellent process and we can learn from your team and improve.

Product Owner, Strategic Software Consultancy

I would like to thank the First Line development team for their dedication and high level of quality in their work. Despite being thousands of miles apart, we have been able to work quickly, effectively, and intelligently. Your team has been a major part of why we have been successful thus far.

VP Engineering, e-learning startup

First Line is a great technology partner capable of delivering complex, ‘industrial grade’ projects. They have demonstrated strong technical competence and solid understanding of the media and publishing domain. We have also been very impressed by the management team's attention to our needs and commitment to our success.

CEO, leading European digital media company

Your effort is the #1 reason that this project is going so well. I've worked with a lot of teams over the years and there are very few teams that I trust and respect. When you are given a task or feature, I never have to worry whether or not it will be accomplished on time and I never worry about the quality - you always deliver.

Architect, Strategic Software Consultancy

The team we put together in the last half of this year is one of the most productive, skilled and enjoyable I’ve ever worked on. It’s great to see the product brought to life, and I’m proud to work with all you folks.

Senior Architect, Fortune 100 company

The First Line Software team is professional, results driven, and proactive. I know that when we provide requirements for new functionality, they will not only deliver on the scope of what has been asked but will look beyond and give insight into how we can make our product even better. It has been a privilege to work with First Line Software, and I look forward to continuing our partnership in future.

VP, global marketing company
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