Transcript Name of presentation

Intelligent Mail® Made Simple
Through Outsourcing
Dan Hindman
PB Presort Services
June 21, 2010
Workshop Overview
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Intelligent Mail® Vision & Overview
The Value of Intelligent Mail
Intelligent Mail Implementation
Why Outsource?
Outsourcing Solutions
Questions
Intelligent Mail® Overview
• Intelligent Mail® allows mailers to increase
the value of mail and improve their business
operations
– Optimize the value of mail by producing
mail intelligently and knowing the most
about your mail at the lowest cost
– Service standard measurement
– Simplified mail piece
– Piece level tracking
– Move Update tools and services
– Advanced reporting
Intelligent Mail® Vision
Mail - a Key Communication Medium
• Identifiable & Verifiable
• Traceable & Accountable
• Efficient & Predictable
• Valuable & Responsive
Presorted
First-Class Mail
U.S. POSTAGE PAID
Washington, DC
20260
Permit No. 1
6060 PRIMACY PKWY STE 201
MEMPHIS TN 38188
-3333
Address Service Requested
IRENE PAYNE
6449 AMBERVIEW CV
MEMPHIS TN 38141
-8346
Intelligent Mail® Overview
with the Full Service IM™BC
Electronic
Documentation
(PostalOne!®)
Advance Notification
(FAST®)
Advance
Notification
Business
Customer
Gateway
Tracking
(Confirm® &
PostalOne!)
And
UAA
Information
(ACS™)
Start-The-Clock
(PostalOne!®)
Verification and Postage Payment
(PostalOne!®)
Intelligent Mail® Overview
Example of a Traditional Mailpiece
ACS™ Keyline
and Participant
Code
PLANET Code®
for Confirm®
Service
POSTNET™ Code for
sortation and automation
prices
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Intelligent Mail® Overview
Example of a Mailpiece With an Intelligent Mail® Barcode
Presorted
First-Class Mail
U.S. POSTAGE PAID
Washington, DC
20260
Permit No. 1
6060 PRIMACY PKWY STE 201
MEMPHIS TN 38188-3333
Address Service Requested
IRENE PAYNE
6449 AMBERVIEW CV
MEMPHIS TN 38141-8346
One Barcode for Basic or Full Service
• Routing Code for sortation
• Tracking with CONFIRM® Service
• Address Quality
• Special Services
Intelligent Mail® Overview
Basic and Full Service Requirements
• Basic
– Intelligent Mail® barcode (IM™BC) on mailpieces
– Will replace POSTNET™ in May 2011 for automation
discounts
• Full-Service
– Unique Intelligent Mail barcode on mailpieces, trays
and containers
– Barcodes must be unique for 45 days
– Electronic mailing documentation (PostalOne!®)
– Scheduled Facility Access Shipment Tracking
(FAST®) appointments
– Customer Supplier Agreements (CSA)
– Services/benefits included with Full-Service:
• Full-Service ACS™, Start-the-Clock, Mail Quality Data,
Full Service Discount
Intelligent Mail® Overview
The Intelligent Mail® Piece
Presorted
First-Class Mail
U.S. POSTAGE PAID
Washington, DC
20260
Permit No. 1
6060 PRIMACY PKWY STE 201
MEMPHIS TN 38188
-3333
Address Service Requested
IRENE PAYNE
6449 AMBERVIEW CV
MEMPHIS TN 38141
-8346
Intelligent Mail® Barcode (for letters and flats)
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Barcode Service Type
ID
ID
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Barcode Service Type
ID
ID
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Mailer ID
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Serial Number
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Mailer ID
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Routing Code
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Serial Number
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Routing Code
Example of Intelligent Mail® Barcode with 6-digit
and 9-digit Serial Numbers in relation to Mailer IDs.
Intelligent Mail® Overview
Full Service 24-digit Intelligent Mail® Tray Tag
Content
Processing
ZIP CodeTM
Identification
Code
Ex: Memphis, TN Number (CIN)
Ex: “1” for
“38141”
3-digits describing Automation
the tray
Compatible
Serial
Mailer ID
Number
Label Type
Ex: “123456”
Ex:“20080001 Ex: “1” for
USPS
” Mailer
6-digit MID
Assigned
Assigned
Full Service IM™BC Overview
The Intelligent Mail® Container Placard
Application
Identifier
“99”
Type
Mailer ID
Serial Number
Indicator USPS Assigned, Ex: Mailer Assigned, Ex:
“M”
“123456”
“200800000001”
Full Service IM™BC Overview
Nesting of Data
Intelligent Mail®
barcode
Tray
Pieces
Pallet
Intelligent Mail® tray
barcode
Tray
Pieces
Intelligent Mail® container
barcode
Example Data for eDoc
The Value of Intelligent Mail®
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Maximum Deliverability and Effectiveness:
– Who?
– What?
– Where?
– When?
– How?
Production:
– Intelligent Mail ® barcode
– Mail Quality Reports
Process Monitoring and USPS® Handling
– Start the Clock
– CONFIRM ® Service – Piece level tracking
The Value of Intelligent Mail®
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Discount Savings
Regulatory Compliance
• CARD Act (UDAP Compliance)
• CMS Policy
UAA and Return Mail handling
– NCOALink®, FASTforward®, ACS™, Endorsements
Inbound Mail Processing
Associate database & record to individual piece
– CONFIRM® Service
– ACS™
Optimized Marketing
Intelligent Mail® Implementation
Optimal implementation within your business is
most likely not a project of days to weeks, but
months to years!
• Investigation
• Budget
• Education
• Operations
• IT
Intelligent Mail® Implementation
Investigation
• Business needs
– Track Individual Pieces
– Who gets Start the Clock and mail quality data?
– Full Service ACS™: Which format of data, who gets, what
is done with data?
• USPS® requirements
– Education
– Satisfy Move Update Requirement
• Operational Requirements
– Upgrades
– Process
– Maintaining uniqueness
Intelligent Mail® Implementation
Investigation
• Resource availability
• In-house talent
• IT requirements
– How many databases?
– Level of integration
• Process Gap Analysis
• Risk Analysis
• Future initiatives
Intelligent Mail® Implementation
Budget
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Financial resources
Staffing resources
Education/Training
Hardware and Software
Real estate
In-house vs. outsourcing cost analysis
Intelligent Mail® Implementation
Education
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Intelligent Mail® seminars
Industry certification
Industry association meetings
USPS® documentation
In-House training program
Intelligent Mail® Implementation
Operations
• Process flow
• Upgrades
• Intelligent Mail® Barcodes
– Mailer Identifier (MID) types
– Service Type Identification (STID)
– Uniqueness of pieces, trays and containers for 45 days
– Printing of the Barcodes
• Quality program
• Electronic Documentation (eDoc) creation and submission
• Customer Supplier Agreement
• FAST® integration
• Testing
Intelligent Mail® Implementation
IT
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Intelligent Mail® Barcode payload
Uniqueness
Database integration
Electronic Documentation (eDoc) creation
– Mail.dat
– Mail.XML
eDoc maintenance
Data storage and management
Financial, operational and quality reporting
ACS™ results matching
– Multiple databases
Why Outsource?
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Extensive requirements
Reduce costs
Access to Subject Matter Experts
Improve operations
Reduce risk
Solve business needs
Revamp out of date best practices
Reduced time to implement
Simplified solution
Outsourcing / Implementation
Solutions
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Consulting Services
Hybrid solution / Partnership
Outsourced Onsite solution
Presort Bureau
Consulting Services
Consulting services provide an analysis
to help determine the most viable
Intelligent Mail® options.
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Various levels of engagement
Subject Matter Expert
Diverse experience
Merge mailer’s current and future needs with
USPS® regulations and technology
Cons:
– What are consultant’s credentials?
– Are recommendations unbiased?
– Are all available opportunities explored?
Hybrid Solution / Partnership
In-house application of Intelligent Mail® barcodes.
Mail is given to a Presort Partner for commingling
and induction to USPS®.
Pros:
– Associate mailpiece back to appropriate
database
– Utilize Presort Partner’s Move Update solutions
– eDoc requirements handled by Presort Partner
– Improved postage rates due to increased
qualifications
– Reduced mail finishing labor
– Shared risk
Cons:
– Capital and on-going expenses required to create
and apply barcode
Outsourced On-site Solution
Implementation outsourced to an on-site team
for ongoing end to end mail management.
Pros:
– Access to Subject Matter Experts
– Monitor on-site process
– Maintain control
– Associate mailpiece back to appropriate
database
– Focus on core business
– Shared risk
Cons:
– Implementation Cost
– Ongoing management and labor costs
– Limited mailing qualification
– Is mail processing core business?
Outsource to Presort Bureau
Mail is given to a Presort Partner for commingling and induction
to USPS®. Presort Bureau applies Intelligent Mail® Barcodes.
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No capital investment
Improved postage rates due to increased qualifications
Reduce operational labor
Current with USPS® rules & regulations
Presort Bureau will interface with USPS
– Automated mailing requirements
– Full Service requirements
– Mail acceptance
– Visibility with Intelligent Mail®
– You can start today
Cons:
– Is there a requirement to associate a specific piece back to
multiple databases?
– Is there a quality program?
– Is facility secure?
For Additional Information From USPS®
ribbs.usps.gov
Customer Support
1-800-522-9085
For additional information from
Pitney Bowes Presort Services….
• Dan Hindman - 516-822-0900
- [email protected]
Workshop Knowledge Validation Questions
Question:
Answer:
Question:
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Question:
Answer:
Unique Intelligent mail barcoded pieces,
Intelligent Mail tray tags, pallet placards, and
electronic documentation are all
requirements of Full Service.
True
A full service barcode must have a mail
class, Mailer ID, and serial number that is
unique for 45 days from the day the mail is
submitted to the USPS.
True
Address Change Service and CONFIRM services
are available for mail pieces that have either a
Basic or Full Service Intelligent Mail Barcode.
True
Questions?
Please fill out the workshop evaluation form on your way out.
Trademark Notice: Intelligent Mail, IM, FAST, USPS, NCOALink, ACS, FASTforward, PostalOne!,
Confirm, PLANET Code, ZIP Code and POSTNET are trademarks owned by the United States Postal
Service.
The LI PCC would like to thank today’s
session sponsor
Thank you
TMG Mail Solutions Inc
Trademark Notice: Intelligent Mail, IM, FAST, USPS, NCOALink, ACS, FASTforward, PostalOne!,
Confirm, PLANET Code, ZIP Code and POSTNET are trademarks owned by the United States Postal
Service.