Template Management Is Hard

Businesses everywhere have template management issues. One of these issues is that no two organizations define how to manage templates in the same way.

And it’s all about communicating perspectives. Ultimately, when we invoke a “template management concern” the definition relies on who is speaking, who is being spoken to, and what they are talking about.

Three variables. Thousands of permutations.

Depending on the who’s and what’s involved, the word template could easily describe one of tens or hundreds or thousands of items being managed in a communications infrastructure. Are you referring to the master template – the one determining the properties of essentially every communication you distribute? Or one of its many subsidiary templates, affecting the quality of its own subordinate documents – are you talking about one of those?

Are we talking about filling out a form? Words, pictures, or both? Are we altering parameters or passing them for a simple ad-hoc change? Are we talking about selecting the right template for sending a message for a specific situation, customer and channel?

Are we having a dream within a dream within a dream?

Finding answers to these questions in real-life conversation can be something of a deep-sea dive in the dark. They could depend on (and determine) who is qualified to address an issue, IT expert or not.

Even further, we’re trying to address the management of these templates. Managing the above conundrums (and others related) is rather complex for the sole reason that template management means different things to different people. Our customers are looking for ways to simplify the complex, and to bring controls into the management process.

Talking Templates

I’ve already alluded to this: It depends on who you are, and it depends on what exactly you’re trying to manage. Specifically, it could matter what part of the document production cycle you’re in. The items we want to manage are not limited to any one of these, but these are the most common: 


And these are just a few ways in which the word template has come to be used. When we talk about managing those templates, we add further dimensions to our elaborate prism:

Where To Begin

Each of these concepts addresses a different dimension of the template’s lifecycle, and narrowing it down in conversation raises a number of questions. But as the company responsible for programming software that allows you to manage templates, we like to start from the basics.

We want to communicate to you, as clearly as possible, our vision for template management. One of the main objectives is specifically to resolve any complexities that do not need to be – that’s in reference to the function of our software, and to our abstract conversations about it.

So the broadest use of the phrase template management refers to the simplification of your business document processes. Basically, it revolves around the life cycle of the template: 

Understanding these critical steps, and the details contained within them, is the foundation of our ability to solve whatever problems arise in the universe of template management. The goal is to find the place where our varied concepts can mingle and a conversation can be had.

This will change case-by-case, no doubt; but just as the EOS Platform promotes engaging your customers with communications management solutions, we want to engage you in the dialogue that will solve your template management issues most efficiently.

With our many years of experience, and an increasingly comprehensive understanding of your needs, template management is only getting easier:

Stick with us to learn about the life cycle of a template in detail. Whether you’re a technical expert or not, we can speak the same language!

For any questions about template management, give us a call at +01 866.418.3838 or send us an email!