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proposal

DESIGN

SERVICE

Agenda

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01

Project
Overview

02

Scope of Work- Wabtec City

03

Scope of Work - Newsletter

04

Approach

05

Critical Success Factors - Outline

06

Critical Success Factors - Detailed

07

Projec Phases

08

Project Fees

09

Inclusions & Provisions

10

Closing Summary

Project Overview

Paperflite is excited to partner with Wabtec on the development of Wabtec City, an innovative digital platform that will transform how customers discover and engage with Wabtec's comprehensive rail, maritime, and bus charging solutions. This cutting-edge interactive experience will serve as a dynamic entry point where users can explore Wabtec's full ecosystem of products and services within immersive, real-world environments.

By creating visually stunning representations of train stations, ports, and bus terminals, we'll enable customers to naturally navigate through Wabtec's offerings while experiencing the company's commitment to sustainability and operational excellence in contextually relevant settings.

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Proprietary and confidential. Any distribution or reproduction of this material without prior written consent from Paperflite is strictly prohibited.

Develop navigable environments for Rail, Maritime, Bus, People Mover, and Industrial applications with interactive maps and hotspots. Implement responsive design with mobile optimization and intuitive user journey mapping from homepage through product exploration.

Interactive Environment Development

01

Create clickable hotspots showcasing Wabtec's complete product portfolio across all transportation sectors. Build overlay panels displaying technical specifications, downloadable brochures, and integrated contact forms linked to CRM.

Product Integration & Hotspot System

02

Wabtec City

Create an interactive digital platform enabling customers to explore Wabtec's transportation solutions through immersive environments with clickable product hotspots and integrated CRM functionality.

Scope of Work

Implement robust CMS enabling content updates without code changes, supporting multilingual capabilities. Include user role management, automated workflows, and dynamic addition of products and services.

Content Management System

03

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Deploy cloud-based hosting with CDN optimization ensuring sub-3-second load times globally. Implement enterprise security, GDPR compliance, and scalable architecture supporting future expansions.

Technical Infrastructure & Performance

04

Integrate Wabtec's complete service portfolio including maintenance, retrofit, and telemetry solutions. Develop sustainability showcase with emissions metrics, carbon savings, and green energy indicators.

Service Integration & Sustainability

05

Wabtec City

Create an interactive digital platform enabling customers to explore Wabtec's transportation solutions through immersive environments with clickable product hotspots and integrated CRM functionality.

Contd.., Scope of Work

Implement comprehensive analytics with user behavior tracking and automated lead scoring. Deploy AI-powered chatbot, predictive recommendations, and seamless Salesforce CRM integration

Analytics & AI Integration

06

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Develop quarterly newsletter templates (4 per year) covering Product Updates, Sustainability, Events, and Customer Stories. Create user-friendly customization system supporting multimedia content and interactive product hotspots.

Newsletter Creation & Template System

01

Build bi-directional Salesforce integration pulling Contacts/Leads data for recipient management. Implement automated data synchronization for email status, opt-outs, and engagement metrics.

Salesforce CRM Integration

02

News Letter

Build an automated quarterly newsletter system with Salesforce integration, GDPR compliance, and AI-enhanced features for customer communication and engagement tracking.

Scope of Work

Deploy enterprise email platform handling 5000+ recipients with high deliverability optimization. Ensure automated scheduling, delivery tracking, and scalable infrastructure for growth.

Bulk Email Distribution Platform

03

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Implement comprehensive compliance framework with automated unsubscribe mechanisms and consent management. Build user-friendly preference centers and secure data handling protocols.

GDPR Compliance & Subscription Management

04

Create seamless integration with Wabtec City and corporate websites through dedicated newsletter sections. Implement automated content syndication and responsive web viewing interfaces.

Salesforce CRM Integration

05

News Letter

Build an automated quarterly newsletter system with Salesforce integration, GDPR compliance, and AI-enhanced features for customer communication and engagement tracking.

Cont.., Scope of Work

Deploy comprehensive reporting dashboard tracking key engagement metrics and performance optimization. Implement AI-powered search functionality enabling quick content location within newsletters

Analytics & AI-Enhanced Features

06

Critical Success Factors

Based on the Wabtec Specification Document, the successful delivery of this project critically hinges on the vendors capability and proven expertise to deliver on the 8 key themes outlined.

Domain Expertise

Strong understanding of Wabtec’s business across products & services

Sophisticated Design

Ability to Intuitively create a design strategy specific to Wabtec City needs

Interactive Experience

Capability of the solution to have Interactive Sophistication

Technology Proficiency

Deep rooted technology expertise across stacks

In-Built
AI Tech

In-built AI Capabilities and learning models

Security& Compliance

Recognized expertise in Security & Compliance across systems

Integration

Seamless & approved Cross-platform Integration Capabilities

Analytics & Report

Advanced auto-triggered workflows between systems and data capture

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Strong understanding of Wabtec's business across products & services

01.

Build an automated quarterly newsletter system with Salesforce integration, GDPR compliance, and AI-enhanced features for customer communication and engagement tracking.

Need

Paperflite's proven track record working with complex B2B industrial clients gives us the expertise to quickly understand and articulate technical product portfolios across multiple market segments.

As Wabtec's existing knowledge partner serving as the central repository for all of Wabtec's content, we possess unparalleled domain expertise and deep stakeholder understanding through our dedicated Customer Success Managers specifically assigned to Wabtec, eliminating the learning curve that other vendors would face.

Why Paperflite is most suited

Ability to Intuitively create a design strategy specific to Wabtec City needs

02.

The platform must create intuitive user journeys allowing seamless exploration of Wabtec's offerings through strategically placed interactive elements. The design must balance functionality with simplicity for both technical and executive stakeholders.

Need

Paperflite's UX research team employs user journey mapping and cognitive load testing to ensure optimal navigation patterns that guide users naturally through complex product ecosystems. Our design system and component library ensure consistent interaction design that scales across product categories while maintaining visual coherence.

Cleverstory's multi-persona framework creates adaptive experiences for different user types while maintaining unified brand experience and hierarchy.

Why Paperflite is most suited

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Interactive Sophistication

03.

Paperflite's interactive design team has extensive experience with our in-house Product Cleverstory that enables sophisticated interactions without compromising performance. Our methodology focuses on meaningful micro-animations and progressive enhancement while maintaining accessibility and screen reader compatibility.

Cleverstory's component library includes pre-built interaction patterns for B2B environments, ensuring consistent performance across the platform..

Why Paperflite is most suited

Technology Proficiency

04.

Robust technical architecture is critical for delivering smooth animations, responsive performance, and cross-device compatibility meeting enterprise expectations. The platform requires advanced development capabilities and scalable infrastructure handling complex visual content without compromising load times or browser compatibility.

Need

Paperflite's development team specialized expertise headless CMS architectures specifically Cleverstory, provides scalability and performance for enterprise applications. Our DevOps expertise includes CDN optimization and automated monitoring ensuring optimal load times across global markets.

Cleverstory platform includes built-in capabilities that Wabtec city requires without additional intervention

Why Paperflite is most suited

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Advanced interaction design capabilities are essential for creating immersive hotspot experiences that differentiate Wabtec City from conventional websites. This requires expertise in micro-interactions and contextual information architecture that reveals product details organically while enhancing user exploration.

Need

In-built
AI Capabilities

05.

Paperflite's proprietary AI engine analyzes user behavior to dynamically surface relevant products for each visitor's industry context and role. Our machine learning algorithms automatically categorize content based on specifications and user intent, improving search relevance and discovery paths.

Cleverstory's analytics AI provides predictive insights into content performance and conversion scoring enabling continuous platform improvement.

Why Paperflite is most suited

Security & Compliance

06.

Enterprise-level security protocols and industry compliance standards are non-negotiable for a platform representing Wabtec's brand and handling sensitive customer interactions. The platform must implement robust data protection, secure authentication, and compliance frameworks meeting transportation industry standards with security integrated from the ground up.

Need

Paperflite maintains SOC 2 Type II and ISO 27001 certification with enterprise-grade security including end-to-end encryption and regular penetration testing. Our infrastructure includes GDPR/CCPA compliance, role-based access controls, and data handling protocols meeting transportation industry requirements.

Cleverstory employs security-by-design with automated vulnerability scanning and privacy-first data collection protecting sensitive information

Why Paperflite is most suited

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Intelligent personalization features will enhance user engagement by adapting experiences based on visitor behavior, industry focus, and interaction patterns. AI-driven recommendations surface relevant products dynamically while machine learning provides insights to continuously refine the platform experience

Need

Cross-platform Integration

07.

Paperflite's integration team has extensive experience with Salesforce, HubSpot, Marketo, and custom API development ensuring seamless data flow between systems. Our middleware includes real-time synchronization, automated lead scoring, and webhook configurations integrating with existing workflows.

Cleverstory includes pre-built connectors and custom integration capabilities enabling unified data management and automated campaigns

Why Paperflite is most suited

Reporting & Analytics

08.

Comprehensive analytics and reporting capabilities are crucial for measuring platform effectiveness, user engagement patterns, and ROI across product categories and customer segments. The analytics framework should support A/B testing, heat mapping, and custom reporting enabling continuous optimization while maintaining privacy compliance.

Need

Paperflite's analytics dashboard provides granular insights into content performance, user journey analysis, and conversion attribution with customizable reporting aligning with enterprise KPIs. Our privacy-first approach includes cookieless tracking and anonymized behavioral analysis providing insights while respecting regulatory requirements.

Cleverstory's experimentation platform includes executive dashboards enabling data-driven optimization and strategic planning.

Why Paperflite is most suited

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Seamless connectivity with Wabtec's existing digital ecosystem, CRM systems, and marketing automation platforms is essential for unified customer experience and operational efficiency. The platform must support API integrations, data synchronization, and workflow automation extending to analytics platforms and customer support tools.

Need

Phases & Key Deliverables

PHASE

Discovery & Strategic Foundation

Complete understanding of Wabtec's requirements, validated technical approach, and approved project roadmap with defined success metrics

Wabtec Stakeholders (Product Teams, Marketing, IT, Sales)
Paperflite Account Manger
UX Research Team & Implementation

Project charter with timeline, milestones, and success criteria

OUTCOME

ACTORS INVOLVED

DELIVERABLES

01

02

Design & Prototype Development

Approved design system, interactive prototypes, and content strategy ready for development implementation

Paperflite UX/UI Design Team
Wabtec Marketing & Product Teams Paperflite Creative Director

Wireframes and clickable prototypes for Wabtec City
Newsletter template mockup Stakeholder validation and design approval documentation

03

Platform Development & CMS Implementation

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Approved design system, interactive prototypes, and content strategy ready for development implementation

Paperflite Development Team Wabtec IT Team
Paperflite QA Engineers & Performance Specialists

Wabtec City interactive environments with product hotspots Newsletter creation Performance optimization and responsive design implementation

Phases & Key Deliverables

PHASE

Integration & Advanced Features

Seamless connectivity between all systems with AI features, security protocols, and compliance frameworks operational

Paperflite Integration Specialists & AI Engineers Wabtec Salesforce Administrators

Salesforce CRM integration with lead capture and trackingAnalytics and reporting dashboard configuration

OUTCOME

ACTORS INVOLVED

DELIVERABLES

04

05

Testing, Training & Launch Preparation

Production-ready platforms with trained users, comprehensive documentation, and launch readiness certification

Paperflite QA Team & Training Specialists
Wabtec End Users (Marketing, Sales, Content Teams) IT Support Team & Customer Success Managers

User training materials and administrator documentation Support documentation and troubleshooting guides

Platform Development & CMS Implementation

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Successfully deployed platforms with active user adoption, performance metrics tracking, and ongoing optimization protocols

Paperflite Customer Success & Support Teams Wabtec Marketing, Sales, and IT Teams Analytics Specialists & Performance Monitoring Team

Live platform deployment with monitoring systems Optimization recommendations based on initial usage data Ongoing support protocols and maintenance documentation

06

Proposed Budget

Project Fees - Design, Build & Grow Services Schedule

Wabtec city

An animated, hotspot-enabled interface with multilingual CMS, lead-gen forms, CRM/SEO/SSO integration, and analytics.

Wabtec newsletter- template

A Salesforce-integrated, GDPR-compliant, newsletter with template flexibility and web embedding

Annual retainer (year 2 onwards)

Infrastructure, support and hosting

$26,500/One time

$7500/ One time

$1500/ annum

FEES

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  • Dedicated Customer success team
  • Stakeholder training and user adoption support
  • Documentation and knowledge transfer sessions

Service Inclusions Project Management & Delivery

Provisions & Inclusions

  • Salesforce CRM API integration and data synchronization
  • Google Analytics and advanced reporting dashboard integration
  • Corporate website connectivity and branding alignment
  • Third-party tool integrations (email platforms, analytics tools on request )
  • Custom API development for future integrations on request

Integration & Connectivity

  • Cloud-based hosting environment (AWS) with auto-scaling capabilities
  • Content Delivery Network (CDN) for global performance optimization
  • SSL certificates and enterprise-grade security protocols
  • Automated backup and disaster recovery systems
  • 99.9% uptime SLA with 24/7 monitoring
  • Performance optimization with CDN and lazy loading

Technical Provisions Infrastructure & Hosting

  • 30-day post-launch intensive support period
  • Real-time monitoring and immediate issue resolution
  • User training and adoption assistance
  • Performance optimization based on initial usage data

Support & Maintenance Provisions Launch Support

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Provisions & Inclusions

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  • Extended training programs for advanced users
  • Custom content creation
  • Advanced analytics and business intelligence reporting
  • Additional scope of work

Additional Services Available

  • Third-party software licensing fees (beyond Paperflite platform)
  • Extensive content creation beyond template and framework setup

Exclusions & Additional Considerations Not Included

  • Regular platform updates and security patches
  • Content management support and best practices guidance
  • Performance monitoring and optimization recommendations
  • Quarterly business reviews and strategy sessions

Ongoing Maintenance

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We're your trusted knowledge partner with dedicated Customer Success Managers who understand your business, eliminating competitors' learning curve. This ensures faster delivery and seamless collaboration from day one.

Unmatched Wabtec Domain Expertise

Partners in Co-Innovation

Paperflite & Wabtec

Cleverstory delivers enterprise-grade capabilities including built-in AI, SOC 2 compliance, and proven scalability while eliminating development complexity.

Proven Enterprise Platform Built for Scale & Cost Efficiency

We deliver one unified digital ecosystem ensuring seamless data flow and operational efficiency while maximizing synergies between customer engagement touchpoints.

Integrated Dual-Platform Approach

Our proprietary AI engine learns and optimizes customer journeys in real-time, transforming static experiences into dynamic, personalized engagement.

AI-Powered Personalization That Drives Results

Our existing relationship and enterprise platform eliminate typical digital transformation risks while ensuring platform success that evolves with your business.

Risk-Free Partnership with Guaranteed Succes

Approach

Integrated platform-first methodology with enterprise focus

Strategic Pillars

5

Leveraging existing Cleverstory capabilities

Platform-Native Development

01

B2B expertise and user-centered approach

Business-First Design Methodology

02

03

Intelligent content and user experience optimization

AI-Enhanced Personalization

04

Unified connectivity across systems

Seamless Integration Architecture

05

Iterative improvement methodology

Agile Delivery with Continuous Optimization

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