Move Update Timeline & Project Status Resources and Guides Update Transitioning to Full Service Business Customer Gateway Training &
Download ReportTranscript Move Update Timeline & Project Status Resources and Guides Update Transitioning to Full Service Business Customer Gateway Training &
Move Update Timeline & Project Status Resources and Guides Update Transitioning to Full Service Business Customer Gateway Training & Communications Scope of November Release Issues Acceptance and Verification IMB Placement MERLIN Changes 1 Move Update® 2 ►November 2008, window for compliance reduced to 95 days ►November 2008, added Standard Mail ►Postal Service has fully deployed a system that accurately measures Move Update Quality 3 ►Initially deferred implementation date from November 2008 to May 2009 ►Further delayed implementation to January 2010 ►Existing Move Update requirements remain in effect 4 ►The USPS has been providing Move Update reports to Mailers ►Information leads to significant improvement in Move Update quality ►Three specific examples: 5 The USPS Collaboration with Mailers on Move Update has resulted in quality improvement Mailer Quality Mailer 1 Mailer 2 Jan 18 – 31 Mar 1 – 18 12.14 % 3.47 % 36.67% 11.54% 31.8% 0% Mailer 3 Quality Improvement 6 Distribution of Error Rate 20,000 15,000 10,000 5,000 0 0% 5% 10 % 15 % 20 % 25 % 30 % 35 % 40 % 45 % 50 % 55 % 60 % 65 % 70 % 75 % 80 % 85 % 90 % 95 M % or e Number of Mailings 25,000 Error Rate Error Rate Data Source: Jan – Mar 2009 7 ►The data clearly indicates this is not an Industry-wide problem: – 55% of all mailings have 5% or less errors – Nearly Two-Thirds are less than 10% – 84% currently achieving threshold [30%] 8 Timeline/Project Status 9 Full Service Project Schedule FY 2008 JUN FY 2009 CY 2008 JUL AUG SEP OCT NOV DEC JAN FY 2010 CY 2009 FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Requirements Change Control Design Build Prep 11/17 – 3/12 2/2 – 4/19, SIT Prep CAT SASP, Confirm: 2/2 – 4/12 3/16 – 5/4 (SASP SIT/CAT overlap) 5/4– Business Signoff / Acceptance Prep 11/16/08 - P1! Release 18.0 4/27 – 5/8 01/19/09 - P1! Release 18.1 Cut Over 03/30/09 - P1! Release 19.0 05/10/09 - P1! Release 20.0 Go Live 5/11 05/10/09 - Full Service Release 1 05/10/09 - Price Change TEM 5/18 05/18/09 - Test Environment Mailers [TEM] 11/29/09 - Full Service Release 2 5/8 – 5/10 Price Chg Rel 2 10 10 Deliverable Plan Lines and Milestones Past Due 77% complete vs. expected 79% There are 10 milestones past due as of 4/17/09. Full-Service Milestones 500 450 Program Target % Complete: 79% Program Actual % Complete: 77% 400 350 10 Past Due 300 Cumulative Plan Cumulative Complete 250 Key Upcoming Milestones: 200 5/ 15 5/ 22 5/ 29 5/ 8 3/ 13 3/ 20 3/ 27 3/ 6 2/ 13 2/ 20 2/ 27 2/ 6 1/ 16 1/ 23 1/ 30 1/ 9 1/ 2 10 /3 1 11 /7 11 /1 4 11 /2 1 11 /2 8 12 /5 12 /1 2 12 /1 9 12 /2 6 0 5/ 1 50 4/ 10 4/ 17 4/ 24 100 4/ 3 MID/CRID Data Migration and Cleansing Phase 1: 4/30 Hour-by-Hour Release 1 Deployment Schedule: 4/30 CAT Test Release 20 Complete: 4/30 Performance Test Execution Complete: 5/1 Release 1 Go-Live: 5/11 150 Milestones Overdue as of 04/17/2009 Name Finish Date Owner SASP - CERT Ready SASP- DR Ready 4/17/2009 Rowland 4/14/2009 Rowland Confirm - Performance Test 4/17/2009 Laffey eAdmin - PROD Ready 4/14/2009 Rowland IMB - System Readiness - Post/Publish Release Note (Pre-Release), Release 20 4/13/2009 Siniscalchi IMB - Cust Interaction and Training - Deliverable #9 Mailer Perspective Overview Module 4/10/2009 Simone IMB - Cust Interaction and Training - Deliverable #10 Mailer Perspective Requirements Module (for4/10/2009 mailer participation) Simone IMB - Cust Interaction and Training - Deliverable #11 Mailer Perspective Bar Codes Module 4/10/2009 Simone IMB - Cust Interaction and Training - Refresh all guides (IT/Accenture support) 4/15/2009 Simone MID- PROD Ready 4/14/2009 Rowland New Target Notes 4/24/2009 Host completion needed by 3/21 still pending. 5/3/2009 Host completion still pending. Tech Refresh schedule affecting Confirm 4/24/2009 performance test schedule. eAdmin will need to submit CR for PROD and 4/24/2009 CAT Security Scans. Completed and under review; expect to publish 4/24/2009 on 4/24. 5/1/2009 Making final updates. 5/1/2009 Making final updates. 5/1/2009 Making final updates. All Guides posted to RIBBS with the exception 11 4/24/2009 of CSA (expected 4/23). App configuration delayed until after NCRB 4/20/2009 implementation, which is expected by 4/24. 11 Systems Integration Test [SIT] is complete Total Scripts Scripts Planned Scripts Executed Scripts Passed 1087 (100%) 1087 (100%) 1087 (100%) 1087 (100%) Number of Scripts Full Service Overall Execution 2000 1800 1600 1400 1200 1000 800 600 400 200 0 Pass 2 Complete Pass 1 Complete Planned Actual Passed 17-Apr 15-Apr 13-Apr 11-Apr 9-Apr 7-Apr 5-Apr 3-Apr 1-Apr 30-Mar 28-Mar 26-Mar 24-Mar 22-Mar 20-Mar 18-Mar 16-Mar 14-Mar 12-Mar 10-Mar 8-Mar 6-Mar 4-Mar 2-Mar 12 13 10-May 9-May 4773 8-May 5460 7-May 4773 6-May 6697 5-May Planned Tests Executed 4-May Planned Tests (To Date) 3-May Total Tests Total Tests Executed 2-May 1-May 30-Apr 71% 29-Apr 28-Apr 27-Apr 26-Apr 25-Apr 24-Apr 23-Apr 22-Apr 21-Apr 20-Apr 19-Apr 18-Apr 17-Apr 16-Apr 15-Apr Forecast Trend 13-Apr 8000 14-Apr 5000 12-Apr Cumulative Actual Execution 11-Apr 6000 10-Apr Cumulative Planned Execution 9-Apr 7000 8-Apr 7-Apr 6-Apr 5-Apr 4-Apr 3-Apr 2-Apr 1-Apr 31-Mar 30-Mar Cumulative Test Cases CAT Execution Plan 87% Total CAT Execution Plan Line 4000 RETEST 3000 2000 1000 0 PostalOne! Release 20 03/31 – 04/24/09 Pre-Production Testing (CAT) 05/11/09 Production Environment 05/18/09 Test Environment Receive and Process Electronic Documentation » Postal Wizard » Mail.dat 09.1 (except Manifest mailings) Support Customer Supplier Agreements Provision Start-the-Clock for Mail.dat users Provision Address Correction for Mail.dat users Support Mail.XML Appointment Scheduling, Data Distribution and Miscellaneous Messages 14 Intelligent Mail Program Evaluation May 2009 –Onwards System Readiness Identify and fix System Issues Resource Readiness Implement Learnings and Best Practices Establish and Validate Tolerances Refine Processes, Procedures Mailer Readiness Approval and Activation Release 2 November 29, 2009 15 Resources and Guides Update 16 Resources Additional information about all of all of Additional information about the topics in this in this the covered topics covered presentation can becan found presentation be on found on RIBBS™. RIBBS™. Click on Intelligent Mail® Services Click on Intelligent Mail® Services and then onclick “Guides” as andclick then on “Guides” as shown shown here. here. All of the All supporting of the supporting documentation references is documentation references is shown shown under “Important Links”. Links”. under “Important Ready, Set, Go! 17 Resources Ready, Set, Go! 18 Guides & Specifications Name of Guide Description Internet Link “A Resource Map to Intelligent Mail Documents” Lists all the documents, guides and source materials that you will need in transitioning to Intelligent Mail services. https://ribbs.usps.gov/intelligentmail _guides/documents/tech_guides/Re sourceMapToIntelligentMail.pdf “A Beginners Overview to Intelligent Mail Services” Provides information on what Intelligent Mail services offer and require, Intelligent Mail barcodes and their benefits, the two service level options being offered, how to get started with the Intelligent Mail program and where to find additional resources to help you. https://ribbs.usps.gov/intelligentmail _guides/documents/tech_guides/Be ginnersOverview.pdf “A Guide to Intelligent Mail® for Letters and Flats” Provides guidance on how to prepare your mail and electronic documentation and identifies the data that will be provided at no additional charge for Full-Service compliance. In addition, the Guide also describes what will be available in the first release of Intelligent Mail services. https://ribbs.usps.gov/intelligentmail _guides/documents/tech_guides/Gu idetoIntelligentMailv5_10.pdf “ User Access to Electronic Mailing Information and Reports Guide” Provides information regarding access to PostalOne!, Mailer ID, Full Service Reports, Data Distribution Profiles https://ribbs.usps.gov/intelligentmail _guides/documents/tech_guides/IM FullServiceOptionUserAccessRepor tGuidev1_032009.pdf 19 Guides & Specifications Name of Guide Description Internet Link “Electronic Documentation and Intelligent Mail: Ready, Set, Go” Provides clear guidance on how to transition Intelligent Mail using either the Basic of Full-Service options. It also describes how to migrate from existing electronic documentation options to the new Full-Service capabilities. https://ribbs.usps.gov/intelligentmail _guides/documents/tech_guides/eD ocandIntelligentMailReadySetGov1 _7.pdf “PostalOne! Mail.dat Technical specification” Provides detailed specifications for how to populate your Mail.dat 09.1 files to comply with the requirements for the Full-Service option . https://ribbs.usps.gov/intelligentmail _guides/documents/tech_guides/M aildatTechnicalGuidev4_0.pdf “PostalOne! Mail.XML Technical specification” Outlines the specifications for the messages used to send and receive data from PostalOne! Includes specifications for Full Service Feedback – Full Service ACS and Start-the-Clock !https://ribbs.usps.gov/intelligentmai l_guides/documents/tech_guides/P ostalOneMailXMLTechnicalSpecific ationv683Final.pdf “Guide to Customer Supplier Agreements” Provides guidance on how to create a CSA. https://ribbs.usps.gov/intelligentmail _guides/documents/tech_guides/Cu stomerSupplierAgreementGuide.pd f Ready, Set, Go! 20 Guides & Specifications Name of Guide Description Internet Link “Specification for the Intelligent Mail® Barcode” This specification covers the https://ribbs.usps.gov/intelligentmail _mailpieces/documents/tech_guides /SPUSPS-B-3200E001.pdf “Specification for the Intelligent Mail® Tray Label and Intelligent Mail® Barcode” This specification contains the requirements for the preparation of 24-digit barcoded tray, flat tub, and sack Intelligent Mail® Tray Labels. https://ribbs.usps.gov/intelligentmail _tray_label/documents/tech_guides/I MTL_24Digit_SPECIFICATIONS_FOR_MAI LERS_(SPUSPS-L-3216-001).PDF “Specification for the Intelligent Mail® Container Label and Intelligent Mail® Barcode” This specification contains the requirements for the Intelligent Mail Container barcode, which is to be applied to Mailer generated container labels and is designed to be scanned at acceptance and at other points throughout transportation and processing https://ribbs.usps.gov/intelligentmail _container_barcode/documents/tech _guides/IM_CONTAINER_BARCOD E_SPECIFICATIONS_(SPUSPS-B3215B001).PDF Intelligent Mail® barcode used in the USPS mailstream. Ready, Set, Go! 21 Transitioning to Full Service Ready, Set, Go! 22 Migrating to Intelligent Mail Migrating to Basic Option ► Steps to Participating in Intelligent Mail® Basic option – Step 1: Review Guides and Specifications – Step 2: Acquire a Mailer ID – Step 3: Design and Validate Barcodes with Mail Design Analyst – Step 4: Move to Production Environment using Intelligent Mail Barcodes Ready, Set, Go! 23 Migrating to Intelligent Mail Migrating to Full-Service Option ► Steps to Participating in Intelligent Mail® Full-Service – Step 1: Review Guides and Specifications – Step 2: Acquire a Mailer ID – Step 3: Design and Validate Barcodes with Mail Design Analyst – Step 4: Access Business Customer Gateway – Step 5: Design/Test Electronic Documentation – Step 6: Plan for Feedback – Step 7: Move to Production Environment Ready, Set, Go! 24 Test Electronic Documentation ►Basic: Electronic Documentation is Optional ►Full-Service: Electronic Documentation Required – Postage Statement Wizard (< 10,000 pieces) – Mail.dat – Mail.XML (coming in November) ► Mailers Using Mail.dat 8-1 or 8-2 should continue to use these with the Price Change Release ►Full Service requires Mail.dat 9-1. Mailers can start testing 9-1 in the Test Environment for Mailers (TEM) on May 18 Ready, Set, Go! 25 Test Electronic Documentation Business Customer GATEWAY Mailer accesses Gateway - TEM Notification Transmission of sent to Mail.dat files Helpdesk PostalOne! Help Desk Notification of BMEU Or BMS * Parallel Test Process Parallel Onsite Migrate to Notification of Approval Test Review Review Production Ready, Set, Go! 26 Business Customer Gateway 27 Business Customer Gateway Online access to PostalOne! via Business Customer Gateway ► Existing Users will Migrate to Gateway – Logon using existing usernames and passwords – Services will mapped from roles they had previously in PostalOne! or FAST ► New Users will go online and gain access to PostalOne! via the Business Customer Gateway Ready, Set, Go! 28 Password Capture •Customers of PostalOne! and FAST that logged in through the PostalOne! log on page between 3/30/2009 and 4/15/2009 had their Usernames & Passwords migrated to the Business Customer Gateway •Those that didn’t log on but responded to the security question will be able to log on to the new Business Customer Gateway with their existing Usernames but will be required to change their passwords (Must have valid email address to change password). •Others will need to register 29 29 Usernames & Roles • Gateway services are mapped from the roles previously assigned in PostalOne! or FAST • External Site Administrator role in the old PostalOne! system will transfer to Business Service Admin role 30 30 Role Mapping ► Previously assigned roles in PostalOne! or FAST are renamed as a task ► The Manage Mailing Activity service is the combination of the old Preparer and Owner roles in PostalOne! – Includes Electronic Data Exchange (Mail.dat, Mail.xml, Postal Wizard,and Mailer Test Environment, Reports, Balance & Fees, and Permit Profile ► Preparer and Owner Roles have been re-mapped Previous System Role Request New Gateway Service Request PostalOne! Preparer Manage Mailing Activity PostalOne! Mail Owner Manage Mailing Activity PostalOne! eVS Manage Electronic Verification Activity (eVS) PostalOne! PRS Manage Electronic Return Activity (PRS) PostalOne! External Site Administrator View Mailing Induction Activity Business Service Administrator PostalOne! Owner Auditor Audit Mailing Activity PostalOne! eDropship FAST FAST - CSAs Schedule a Mailing Appointment Customer/Supplier Agreements 31 Profile Preview Business Customer Gateway will be available for customer profile preview on May 8, 2009 ► Help Desk contacting customers to verify profile information • • Spot check Emphasis on multiple location / multiple user business customers Help Desk will be available to support customer profile issues. Contact the PostalOne! Help Desk at 1-800-522-9085 32 Training and Communications 33 Mailer Communication/Training ► RIBBS Updates with Wealth of Information ► Guides & Specifications ► Weekly Updates to DMM Advisory ► Technical Webinars/ FAQs ► Customer Awareness Sessions ► Release Notes Updates ► National Postal Forum ► Symposiums: Two More 34 Mailer Technical Webinars PostalOne!® through the Business Customer Gateway Schedule • Monday, May 4 – Friday May 8, 2009 • 2:00 – 4:00 PM, EST • Monday – Thursday: MeetingPlace - 200 lines available - First come, first served Agenda: - Screen shots Accessing PostalOne! Accessing FAST® Accessing Full-Service Feedback and more! • Friday: WebEx - 500 lines available - First come, first served Announcement including links and phone numbers on RIBBS, Intelligent Mail Services, Latest News at http://ribbs.usps.gov/index.cfm?page=intellmaillatestnews 35 Mailer Technical Webinars Intelligent Mail® Full-Service Feedback Schedule •Mon. May 11 - Thur. May 14, 2009 • 2:00 – 4:00 PM, EST • MeetingPlace - 200 lines available - First come, first served Agenda: - Full-Service ACS Change-of-Address Records - Full-Service ACS Nixie Records - Start-the-Clock Summary Report - Container Visibility / Induction Scans - and more! Announcement including links and phone numbers on RIBBS, Intelligent Mail Services, Latest News at http://ribbs.usps.gov/index.cfm?page=intellmaillatestnews 36 USPS Communication/Training ► Weekly Deployment Telecons with Area Marketing Managers, CSPA’s and IMB Coordinators ► Weekly Updates to BME ► Price Change and Technical Webinars ► BME Newsletter Updates ► Education Sessions with BME, Sales, BSN, Help Desk ► Detailed System Training – Bolger: April 15 – 16, Norman: April 28 - 29 – Train-the-Trainer and key staff from every district ► Site Readiness 37 Full Service Testing Update 38 Full Service Testing Update PostalOne! has a data quality check that will not allow a mailer to document individual IMb on all copies within a single mailpiece. Mailers would like to pay at NY using manual CPP payment process for some CPP jobs in a comail pool that include Full Service mailpieces Mailers who use the CPP consolidated payment feature will not receive Full Service data until mail is paid for PostalOne! does not allow flat Periodical Pending titles between 16 and 20 ounces Incorrect validation for Ad Percentage Basis Incorrect validation for zone on Bound Printed Matter Multiple ways of calculating weights of a pallet. PostalOne!’s weight calculation does not match industry calculation Mailing Date required on Mail.dat submissions Physical Containers required in Mail.dat submissions 39 Scope of November Release 40 November Release Full-Service Price Changes – – Price changes for Full-Service for Non-Profit & Regular Prices for All postage statements Loose Supplements pricing Mail.XML eDOC Support – – Postage Statements Supporting Documentation Single Class Co-Palletization Support – – – Supports Co-Palletization of Flats and Letters for Mail.dat and Mail.XML Provides electronic verification from original identity of containers to co-palletized identity Co-Pal and Qualification Report Changes Additional Mail.XML Capabilities – – – Create and request Mailer IDs Create and request Customer Registration IDs Postage Adjustments Patches/Fixes 41 41 Full Service Acceptance & Verification 42 Verification - Changes Full Service Process Steps Review Postage Statement and Mailers’ Account • Accesses mailer’s account – check fees/funds, authorizations Review Required Supporting Documentation • • • • • Accesses search feature and displays Jobs Postage Statements and Register Qualification Report Additional documentation as required Identification of By/For relationship Full Service – BMEU captures Start-the-Clock • Selects the Job Arrival Time checkbox at the Job display screen Mailer Prepares Mailing Mailer Presents Mailing Submits eDoc Initial Verification In-Depth Verification Finalize Verification Finalize Postage Statement Release Mail Feedback Available 43 Verification - Changes Full Service Process Steps Perform Cursory Review • Inspect Mailing for Preparation Defects Intelligent Mail® Device scan – Data Sampling • • • 3 Pallets or Containers 5 Handling Units 30 Pieces (10 Pieces from 3 different Handling Units) Determine Required PBV verifications • Enter First Page of Postage Statement Mailer Prepares Mailing In-Depth Verification Release Mail Mailer Presents Mailing Submits eDoc Initial Verification Finalize Verification Finalize Postage Statement Feedback Available 44 Verification - Changes FS Record FS Container Release Date/Time • For DMU Verified / USPS Transported mail, once the mailing is cleared for dispatching use the IMD scanner to scan the containers (IMbc) ready for release • Mailer transportation will require the appropriate clearance documentation • Container release scans are not required on containers being transported by the mailer to USPS processing facilities 45 Verification - Impacts FS Sampling May Trigger Subsequent Verification Procedures • Subsequent Verification Procedures may Impact Prices No Specific Price Impacts for FS mailings, non-compliance penalties may result in the Denial of Full Service benefits; • • • Start-the-Clock information and/or, Container Visibility and/or, Free ACS information Initial mailer non-compliance issues would be data integrity problems, either in the eDocumentation or on the Physical Mail 46 IMB Placement Automation Letter and BRM MTAC General Session April 2009 47 IMB Placement Update Effective July 6, 2009* The Postal Service™ will be revising Mailing Standards of the United States Postal Service, Domestic Mail Manual (DMM®) 202.5.3 and 507.9.8.1 to implement a more liberal barcode placement standard for mailers printing a barcode in the lower right corner of automation letters or Business Reply Mail® mailpieces. 48 IMB Placement Update New Rule Vertically, the barcode must be within the area between 3/16 inch and 1/2 inch, both measured from the bottom edge of the piece. to increase the upper limit of the allowable vertical placement for a POSTNET or an Intelligent Mail barcode placed in the lower right corner of an automation letter or Business Reply Mail mailpiece to ½ inch from the bottom of the mailpiece. provides an additional 1/16 inch of vertical clearance for mailers choosing to print a barcode in the lower right of automation letters or Business Reply Mail mailpieces. 49 MERLIN Changes May 2009 MTAC General Session April 2009 50 Merlin Updates Effective May 11, 2009* The Postal Service is revising the allowable tolerance for a MERLIN barcode readability verification to eliminate the 80 – 89% threshold. When a MERLIN or manual barcode readability verification falls below the 90% threshold, additional postage will be assessed based on the difference between the automation prices and the non-automation prices for the total automation price pieces in the mailing. The Postal Service is revising the process for mailers who request an appeal when a mailing processed on the Mail Evaluation Readability Lookup Instrument (MERLIN) or manual barcode verification falls below the acceptable tolerance for barcode readability verification. 51 Merlin Updates Hundreds MERLIN Barcode Readability % of Verifications Feb 2008- Feb 2009 1.00% 0.90% 0.80% 0.70% 0.60% 0.50% 0.40% 0.30% 0.20% 0.10% 0.00% 90% and Over 80-89% Under 80% s s s s ts rs rs rs l ts /F lts / Flts Flt s lat er at at la Lt l te l te t F t t F t / F F F b rs rs le le b b nd L Le T t rs Lt b IM AL Lt a M L M A E I T I b d b T N IM rs d T ET NE IM an IM Lt O TO ST an T N T T L & S A ST PO ET NE ET O T O PO N T N P T S T S ST PO O PO P 52 PO ET IM IM Lt rs & at s at s Lt rs /F lt s Fl Fl at s Fl Fl ts Lt rs /F lts an d b Lt rs /F lts ET IM b ST N TO TA L ST N an d Lt rs Fl at s b ET IM b ST N b le tte rs IM le tte rs Le tte rs TO TA L ET PO ST N an d TO TA L ET PO ST N ET IM b ST N 900 800 700 600 500 400 300 200 100 - PO PO PO Thousands Merlin Updates MERLIN Barcode Readability Number of Verifications Feb 2008 - Feb 2009 90% and Over 80-89% Under 80% Total 53 May 11 -- Merlin Updates The Postal Service is also revising the process for appeals when a mailing processed on MERLIN or manual barcode verification falls below the acceptable tolerance for barcode readability verification If an appeal is requested, the mailer must agree to pay for the Express Mail shipment (both to and from the PCSC) from their permit imprint or additional postage account. Mailers will receive a refund for the Express Mail costs for any appeal upheld by the PCSC. Mailers will not receive a refund when the PCSC denies an appeal. The PCSC will notify the mailer and the origin acceptance site of the results of the appeal and whether or not a refund is authorized. 54