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Click Here to view a print version of this pageThe Latest on ADF Implementations
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Nowhere is Tracking A Document More Important than at the Post Office

Some people may say that “intelligent mail” is an oxymoron, but that is exactly what is the centerpiece of a venture at the United States Postal Service (USPS) , which aims to not only improve and assure the ultimate delivery of mail, but also to provide companies with a way to tie backend data to a dynamic, re-engineered, Web-based, front-end customer interface.

Working together, the USPS and vendors like Pitney Bowes are enabling companies to re-engineer their flow of communications by capturing customer interaction data from the document creation process, rendering it both on the document and in control files that synchronize with the feeds from physical flow data, and then providing the information via browser-based reporting systems to key business processes.

As a result, Intelligent Mail can deliver significant benefits to the enterprise by linking the document output process with finance and treasury operations, call center functions, security tracking, and marketing campaign management.

“Intelligent mail uses data-rich, machine-readable markers to give each mailing piece a unique, trackable fingerprint,” says Karl Schumacher, vice president, global strategy Pitney Bowes Document Messaging Technologies. “The encoded information can be communicated remotely to the postal carrier and to other interested parties. And since the data can be easily incorporated into reporting, accounting, and planning systems, Intelligent Mail makes the USPS mail channel safer, more assured, and more data-rich than ever been before.

“Companies can leverage Intelligent Mail by utilizing two tracking devices per document," he continued. "One is a piece ID number linked either to an account or individual, and the other is a channel tracking symbology, such as a Planet barcode. This tandem of data allows the mailer to track the document through the entire create, produce, distribute, response cycle. The aggregated data includes information on the customer name/account, the status of the mail piece within the document factory, and details of its movement via the USPS CONFIRM database for both outgoing and incoming delivery.”

Pitney Bowes has taken this capability one step further by developing a way to feed the data back into the enterprise via a Track and Trace technology. This technology provides a means to verify mail piece integrity, track on the piece-level, obtain proof of mailing and acceptance processing, aid in fraud detection and collection efforts, facilitate image archiving, integrate with customer call centers and self-help resources, and provide early detection of undeliverable mail as well as proactive delivery notification.

“Some industry observers believe that the thirst for data and details related to customer interaction is so great that spending on CRM initiatives will increase 10 to 15 percent this year,” says Schumacher. “Indeed, nearly half of more than 100 firms surveyed by Forrester Research report they plan to spend more than $750,000 this year on marketing automation applications.

“Yet," he adds, "despite these investments, it is becoming clear that improved processes and strategies, rather than just new software tools alone, are the key to better call center performance. And that integrating the essential data from the print/mail finishing operation into the call center function may offer the best opportunity to unlock the value of these continuing investments and initiatives in marketing automation."

Is an ADF for You?
The pat answer to who should implement an ADF is any company that generates data, content, and information that needs to be personalized and communicated with target audiences in various formats. Put the dictionary aside and a more concise criterion for deciding if an ADF is for you is to measure the value of your documents.

“You could say that the ideal customer is the person who prints half a million pieces and up, but if those pieces are junk mail with only a .46 percent response rate, you don’t need to track that stuff,” says Bannor. “You only need to start tracking direct mail when the value of the document justifies it. There’s no threshold as far as the number of pieces printed, but the threshold is in the value of document,” he adds. “If printing 20 documents a year, it is probably not worth putting in an ADF, but on the other hand if you’re printing $25,000 to $30,000 worth of material a month and each document is really critical to operation, you’d want some kind of tracking capability. Even if I’m printing relatively few documents, but they are very targeted, very focused mail pieces, I would absolutely want to know they were sent and I’d want to be able to track them.”

Reducing costs is the major motivator for implementing an ADF, according to David D. Day, director, solution sales, Sefas Innovation, Inc., Woburn, Mass. The company's Open Print suite of software is an ADF management system that provides document solutions via modules designed around the ADF principles. “Document production costs are estimated within a range of six to 15 percent of corporate revenue. In many cases the cost of postage alone is greater than the entire IT budget. Employee costs are escalating as are equipment leases. Customers are demanding tighter controls, especially in the health care and insurance industries with HIPAA (Health Insurance Portability and Accountability Act of 1996) requirements coming on line. Service Levels Agreements are becoming tighter so automated controls, tracking, and reporting are required.”

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