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Intelligent Mail® Made Simple Through Outsourcing
Intelligent Mail® Made Simple Through Outsourcing
Dan HindmanPB Presort Services
June 21, 2010
Dan HindmanPB Presort Services
June 21, 2010
Workshop OverviewWorkshop Overview
• Intelligent Mail® Vision & Overview• The Value of Intelligent Mail• Intelligent Mail Implementation• Why Outsource?• Outsourcing Solutions• Questions
• 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® OverviewIntelligent Mail® Overview
• Identifiable & Verifiable
• Traceable & Accountable
• Efficient & Predictable
• Valuable & Responsive
Intelligent Mail® VisionIntelligent Mail® Vision
Mail - a Key Communication Medium
6060 PRIMACY PKWY STE 201MEMPHIS TN 38188-3333
Address Service Requested
IRENE PAYNE6449 AMBERVIEW CVMEMPHIS TN 38141-8346
PresortedFirst-Class MailU.S. POSTAGE PAIDWashington, DC 20260Permit No. 1
Advance Notification
Business Customer Gateway
Electronic Documentation(PostalOne!®)
Advance Notification(FAST®)
Start-The-Clock(PostalOne!®)
Verification and Postage Payment(PostalOne!®)
Tracking(Confirm® & PostalOne!)
AndUAA
Information (ACS™)
Intelligent Mail® Overview with the Full Service IM™BC
Intelligent Mail® Overview with the Full Service IM™BC
Intelligent Mail® OverviewIntelligent Mail® Overview
6
PLANET Code®
for Confirm® Service
POSTNET™ Code for sortation and automation
prices
ACS™ Keyline and Participant
Code
Example of a Traditional Mailpiece
Intelligent Mail® OverviewIntelligent Mail® Overview
One Barcode for Basic or Full Service
• Routing Code for sortation
• Tracking with CONFIRM® Service
• Address Quality
• Special Services
6060 PRIMACY PKWY STE 201MEMPHIS TN 38188- 3333
Address Service Requested
IRENE PAYNE6449 AMBERVIEW CVMEMPHIS TN 38141- 8346
PresortedFirst- Class Mail
U.S. POSTAGE PAIDWashington, DC
20260Permit No. 1
Example of a Mailpiece With an Intelligent Mail® Barcode
Intelligent Mail® OverviewBasic and Full Service RequirementsIntelligent Mail® OverviewBasic 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® OverviewIntelligent Mail® Overview
Example of Intelligent Mail® Barcode with 6-digit and 9-digit Serial Numbers in relation to Mailer IDs.
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31
Intelligent Mail® Barcode (for letters and flats)
Serial Number Mailer ID
Serial Number Mailer ID
Barcode ID
Service Type ID
Barcode ID
Service Type ID
Routing Code
Routing Code
The Intelligent Mail® Piece
6060 PRIMACY PKWY STE 201MEMPHIS TN 38188-3333
Address Service Requested
IRENE PAYNE6449 AMBERVIEW CVMEMPHIS TN 38141-8346
PresortedFirst-Class MailU.S. POSTAGE PAIDWashington, DC 20260Permit No. 1
Intelligent Mail® OverviewIntelligent Mail® Overview
Full Service 24-digit Intelligent Mail® Tray Tag
ZIP CodeTM
Ex: Memphis, TN “38141”
Content Identification Number (CIN)
3-digits describing the tray
Processing Code
Ex: “1” for Automation Compatible
Serial Number
Ex:“20080001” Mailer
Assigned
Mailer IDEx: “123456”
USPS Assigned
Label TypeEx: “1” for 6-digit MID
Full Service IM™BC OverviewFull Service IM™BC Overview
Application Identifier
“99”
Type Indicator
“M”
Mailer IDUSPS Assigned, Ex:
“123456”
Serial NumberMailer Assigned, Ex:
“200800000001”
The Intelligent Mail® Container Placard
Full Service IM™BC OverviewFull Service IM™BC Overview
Intelligent Mail® barcode
Tray
Tray
Pallet
Pieces
Pieces
Intelligent Mail® tray barcode
Intelligent Mail® container barcode
Nesting of Data
Example Data for eDoc
The Value of Intelligent Mail®The Value of Intelligent Mail®• 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®The Value of Intelligent Mail®
• 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® ImplementationIntelligent 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® ImplementationInvestigationIntelligent Mail® ImplementationInvestigation
• 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® ImplementationInvestigationIntelligent Mail® ImplementationInvestigation
• Resource availability• In-house talent• IT requirements
– How many databases?– Level of integration
• Process Gap Analysis• Risk Analysis• Future initiatives
Intelligent Mail® ImplementationBudgetIntelligent Mail® ImplementationBudget
• Financial resources • Staffing resources• Education/Training• Hardware and Software• Real estate • In-house vs. outsourcing cost analysis
Intelligent Mail® ImplementationEducationIntelligent Mail® ImplementationEducation
• Intelligent Mail® seminars• Industry certification• Industry association meetings• USPS® documentation• In-House training program
Intelligent Mail® ImplementationOperationsIntelligent Mail® ImplementationOperations• 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® ImplementationITIntelligent Mail® ImplementationIT• 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
• 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
Why Outsource?Why Outsource?
• Consulting Services• Hybrid solution / Partnership• Outsourced Onsite solution• Presort Bureau
Outsourcing / Implementation SolutionsOutsourcing / Implementation Solutions
Pros: – Various levels of engagement– Subject Matter Expert– Diverse experience– Merge mailer’s current and future needs with
USPS® regulations and technologyCons:
– What are consultant’s credentials?– Are recommendations unbiased?– Are all available opportunities explored?
Consulting ServicesConsulting ServicesConsulting services provide an analysis to help determine the most viable Intelligent Mail® options.
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
Hybrid Solution / PartnershipHybrid Solution / PartnershipIn-house application of Intelligent Mail® barcodes. Mail is given to a Presort Partner for commingling and induction to USPS®.
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?
Outsourced On-site SolutionOutsourced On-site SolutionImplementation outsourced to an on-site team for ongoing end to end mail management.
Pros: – 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?
Outsource to Presort BureauOutsource to Presort BureauMail is given to a Presort Partner for commingling and induction to USPS®. Presort Bureau applies Intelligent Mail® Barcodes.
For Additional Information From USPS®For Additional Information From USPS®
Customer Support
1-800-522-9085
ribbs.usps.gov
For additional information from Pitney Bowes Presort Services….For additional information from Pitney Bowes Presort Services….
• Dan Hindman - 516-822-0900- [email protected]
Workshop Knowledge Validation QuestionsWorkshop Knowledge Validation QuestionsQuestion: Unique Intelligent mail barcoded pieces,
Intelligent Mail tray tags, pallet placards, and electronic documentation are all
requirements of Full Service.
Answer: True
Question: 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.
Answer: True
Question: Address Change Service and CONFIRM services are available for mail pieces that have either a
Basic or Full Service Intelligent Mail Barcode.
Answer: 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.
