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PostalOne!® System Presented by: Floresa Ross Agenda What is Business Mail? What is the PostalOne! System? What Does PostalOne! Do? What Are the Benefits? How Can You Send Information? Facility Appointment & Shipment Tracking (FAST) Electronic Mail Improvement Reporting (eMIR) How Can You Get PostalOne! Access? Questions & Resources 2 What is Business Mail? Business mail includes all the ways mail is used to accomplish the goals of your business or organization Bills, invoices, catalogs, coupons, solicitations, newsletters, magazines, merchandise and advertisements in any quantity are just some of the items businesses & organizations mail every day 3 Mailing Services Choosing a Method for Mailing Retail Services Discount Services Online Services X X X X X X Who are you trying to reach? Establish an address list What are you mailing? Design your mailpiece (size, shape, weight, and content) How will you plan & complete your mailing? X Meet minimum volume requirements Choose a mailing service X X X Choose a postage payment method X X X Construct your mailpiece X X Sort your mail X Pay an annual mailing fee X Fill out a postage statement X Deposit your mail X X 4 Discount Mailing Services Discount Mail A proven, cost-effective business tool Offers a lower price on postage for the work you perform Can accommodate a variety of business needs Gives your business or organization a professional image with customers Can promote your business or organization name through use of permit imprint, postage meter, or PC Postage technology 5 Discount Mailing Services Discount Mail Work you do, such as preparing, sorting, and entering your mailing, can lower your postage costs Requires annual mailing fee of $180 at each facility where you enter mail Optional aspects of a discount mailing (use of permit imprints, business reply mail, or mailing endorsements) may require additional fees Requires additional documentation be submitted with mailing to identify work share 6 What Is the PostalOne! System? USPS Information Management System Supports business processes of the Business Mail Entry Unit (BMEU) [verifying, accepting & paying postage] for your bulk business mail Designed to transform the business mailing experience to an Internet (Web-based) process by offering a suite of electronic features & services Centralized payment processing Electronic document processing Online account & mailing information 7 What Does PostalOne! Do? Presents Mailing Documents Customers Electronic Mailing Information Automates Postage Payment Processing PostalOne!® Facilitates Drop Shipment Scheduling Provides Account Access & Mailing Information 8 What Is Available? Available Features Electronic mailing documentation, automated postage statement processing & online account access Online account management & automated drop shipment processing 9 What Are the Benefits? Eliminates Hardcopy Paperwork Benefits Customers Improved Service with Automated Processes Offers Centralized Payment Options Mailing Information PostalOne!® Integrates Business Functions Online Process Management: • Mailing Activity • Payments • Plan & Schedule • Mailing Quality Feedback 10 What Exactly Is Centralized Payment? Electronic postage payment system that provides a centralized, convenient, and cost-effective way to fund their account ACH credit/Fed wire (trust account) ACH debit Electronic alternative to presenting checks and cash for postage and fees at multiple post offices 11 How Can You Send Information? Structured approach to electronic documentation and postage that offers options for all mailers: Mail.dat® Web Services • Mail.dat® • Web Services • PS Wizard Form-based electronic exchange Postage Statement Wizard® File-based electronic exchange Postage statements online PostalOne!® Allows Mailer to choose the one best suited for them 12 Mail.dat® Mail.dat® is an industry controlled specification managed by IDEAlliance, a non-profit organization that requires membership IDEAlliance provides governance necessary to “standardize” information protocols A comprehensive “supply chain” relational data file Normally used in high volume, complex preparation schemes Mail.dat® Process 1. Send original Mail.dat® file Customer 2. Send update Mail.dat® file 6. Data returned to mailer for online viewing 2. Mailer presents mail to USPS® 3. USPS® accesses information on PostalOne!® PostalOne!® 4. USPS® performs MERLIN® or manual verification 5. USPS® validates deducts postage 14 Web Services USPS® controlled specification that requires no fee for use Leverages mature XML technology Enables mailer to convert data outputs to electronic forms to submit to USPS® Enables mailer to develop own browser “look & feel” Enables dynamic messaging to facilitate automating processes 15 Web Services Process 1. Send PS Forms & Qualification Report PostalOne!® Customer 2. Mailer presents mail to USPS® 3. USPS® accesses Information on PostalOne!® 6. Message sent to Mailer that data is available for online viewing 4. USPS® performs MERLIN® or manual verification 5. USPS® validates & deducts postage (all domestic statements) 16 Postage Statement Wizard® Online tool that allows access to USPS® forms via any desktop browser Supports postage statements Complete form & submit online 17 Benefits Eliminates hardcopy Postage Statements Reduces wait times Provides access to financial & historical information Provides reports 18 Postage Statement Wizard® Process Log on to PostalOne! Select a Form Go to the Appropriate Section Note: The user can save work at any stage along the way. BMEU Deducts Postage Enter • Permit • User Information • Mailing Characteristics A B C D Etc. BMEU Accepts and Verifies Complete Sections & Review Submit Online Present Mail to BMEU BMEU Accesses Information 19 Facility Access & Shipment Tracking FAST (FAST) Simplified Scheduling Processes Electronic options providing mailing information Improved Operational Efficiency When postal facilities understand customer requirements ahead of time, appointment slots can be offered based on capacity Encourages Timely, Accurate Appointments Mailers who provide accurate content details and arrive on time will have the widest selection of appointment slots 20 Electronic Mail Improvement Report (eMIR) Replaces old hardcopy PS Form 3749 Web-enabled business process that: Identifies issues impacting efficient processing of business mailings Informs process owners of identified deficiencies and impacts to mailing efficiency Improves business processes through information management and reporting capabilities 21 Accessing eMIR Provides visibility to mail owners/preparers with reported problems Log into PostalOne!® Click on Reports and then click the link to eMIR 22 Feedback & Resolution 23 Feedback & Resolution 24 How Can You Get PostalOne! Access? BUSINESS CUSTOMER GATEWAY (BCG) WWW.USPS.COM 25 How Can You Get PostalOne! Access? Mail.dat / Wizard Web Service Complete the online application and submit it electronically. http://www.usps.com/postalone/howto.htm PostalOne!® Customer Care Center will process your application and send a Welcome Kit to the email address you provide. Contact them at: 1- (800) 522-9085 Welcome Kit will contain additional forms requiring signatures 26 Resources for Additional Information PostalOne!® www.usps.com/postalone/howto.htm Mail.dat® www.usps.com/postalone/guides.htm IDEAlliance www.idealliance.org Web Services www.usps.com/postalone/guides.htm Postage Statement Wizard® www.usps.com/forms/postagewizard.htm 27 Questions? 28