Docstoc

Statement Processing - Innovative Technology_ Inc

Document Sample
Statement Processing - Innovative Technology_ Inc Powered By Docstoc
					     World Marketing- Omaha




Intech User’s Conference


Status Report and New Product Demonstration

                        Wednesday, October 26, 2005
                                     2:00 - 3:00 PM
    WMI- Overview

• Local Company
• National Presence
  – Mission: “To provide our clients with integrated direct
    marketing solutions which optimize their results,
    relationships and revenues.”

• Strengths
  – Critical Mail
  – Direct Mail
  – Fulfillment
  – List Acquisition
        Who We Are

World Marketing Incorporated (WMI) is a privately held
direct marketing company with the majority shareholder
being the Omaha World-Herald. WMI offers a broad range
of database and direct response services in eight locations:
•   Atlanta
•   Chicago
•   Dallas
•   Los Angeles
•   New York
•   Omaha
•   Phoenix
•   St. Louis

•Employees: 1,100
•Billings: ≈$85 Million annually
   Management Team Bio’s

• Julie Beard

• Aubrey Styles

• Tom Madsen
    WMI-Process Improvements

• PDF Sampling
  – Correct Names
  – Account Numbers
  – Variable Statement Level Messages
• Proactive Management
  – Sampling exclusion project
• Increased communication and Reporting to
  Intech
  – Month End Prep
  – Production Reporting
                       Work Process Flow- Automation
                       Processing

                                                                                                                                                                     Print Job Complete
                            Live Platform                                     Print File                                                                             Spoilage Reprinted,
   Development                  (Approved                    Print
                                                                              Platform                                                                                Counts verified.
                                                           Operations
     Platform              application programs
                                                                             (Print Queue)                                                                              Output sent to
    (Applications in       & programming files)
                                                                                                                                                                           Inserting
     development /                                                                                                                  Production Printer
    testing process)                                                                                                           QA Team verifies print quality,
                                                                                                    GUI Interface              data integrity and print counts
                             Data Processing
     Development               Operations                                                          Production print jobs        to qualify Merlin Standards
     Programmers                                                                                  readied for production
                                                                                                         printing
                             Data Processing
                                Manager
                                                        S: Drive
                                                   (Client Transmissions       Data Processing
                              Development
                                                       & Applications            Operations                                                                           QA Team verifies
                              Programmers
                                                   Programs Processing                                                                                               correct job materials
                                                          Platform)                                                                                                      for inserting
                                                                                                                                                                           process.
                                                                                                  Processing Reports
                                                                                                  sent to client via email
                                                                                                   for approval prior to
                                                                                                   production printing.
                                                                                                                                     World Marketing
                                                             R: Drive                Data
                                                                                                                                    Account Executive
                                                                                  Processing                                 Monitors all production processes to
                       FIR




                                                                                   Manager                                   ensure timely completion of the job
                                                          (Archive Folder)
                           EW
                             AL




                                                                                                                                                                    Inserting Production
                                        World                                                                                   Inserting Complete
                             L




                                                                                        Job Complete and                                                            Monitored by QA Team
Client FTP                                                                             submitted to USPS
                                                                                                                                Spoilage Reprinted,
                                       Marketing                                                                                   Inserted and
                                                                                                                                                                      Package verification
  Server                                                                               via MERLIN mailing
                                                                                                                                 merged back into
                                                                                                                                                                    process matches pieces
                                      FTP Server                                       verification program
                                                                                                                                      the job.
                                                                                                                                                                         and postage
      Monthly Production Review

100
 90
 80
 70                                   Ahead of
 60                                   Schedule
 50
                                      On-Time
 40
 30
 20                                   Late
 10
  0
      May- Jun- Jul- Aug- Sep- Oct-
       05   05   05   05   05   05
             Quality Reporting


                        May-05      Jun-05       Jul-05     Aug-05      Sep-05      Oct-05

Volume                   57,668      58,417     132,770      57,142      57,156     133,999

Impacted Packages            0           0           6           3           0           2

Correct Statements       57,668      58,417     132,764      57,139      57,156     133,997
Accuracy
Percentage           100.0000%    100.000%    99.9954%    99.9947%    100.000%    99.9985%



 Please remember to contact World Marketing with
 any errors. We use them to track quality percentages.
                        Detailed Production Reporting

                                                Intech Monthly Production Report

            Group
 Job     Number (pkg     Number     Number of    Data Rec   Audits        Audits      Rel to             Mail
Number    oz. weight)    of Pages   Packages       Date      Sent        Approved     Prod     Printed   Date                    Notes


                                                                     Credit Union-A
              1           2467       1102        1-Sep      1-Sep         2-Sep       2-Sep    2-Sep     2-Sep               Print/Burst

                                                                     Credit Union-B
              1           4087       2180        1-Sep      1-Sep         1-Sep       1-Sep    1-Sep     1-Sep                   Insert

              2           467          88        1-Sep      1-Sep         1-Sep       1-Sep    1-Sep     1-Sep                   Insert

              3            95          12        1-Sep      1-Sep         1-Sep       1-Sep    1-Sep     1-Sep                   Insert

           Invalid          3          3         1-Sep      1-Sep         1-Sep       1-Sep    1-Sep     1-Sep                   Insert

             NM             1          1         1-Sep      1-Sep         1-Sep       1-Sep    1-Sep     1-Sep                   Insert

                                                                     Credit Union-C
              1           715         474        1-Sep      1-Sep         1-Sep       1-ep     1-Sep     2-Sep               Print/Burst

                                                                     Credit Union-D
              1           915         441        1-Sep      1-Sep         1-Sep       1-ep     1-Sep     2-Sep                   Insert

              2           150          28        1-Sep      1-Sep         1-Sep       1-ep     1-Sep     2-Sep                   Insert

              3            29          4         1-Sep      1-Sep         1-Sep       1-ep     1-Sep     2-Sep                   Insert

             nm            20          17        1-Sep      1-Sep         1-Sep       1-ep     1-Sep     2-Sep                   Insert

TOTALS                   30,331     14,030                                                               100%    Ahead of Schedule

                                                                                                         0%      On Time

                                                                                                                 Late Mailings
                   Monthly Production Timeline
Task                                             Responsible      Target     Comments
                                                 Party            Date
Statement Programming Deadline (for current      Credit Union’s   11/13/05   Allows Intech to evaluate the complexity of the request and
month’s production)                                                          determine whether or not the request can be installed prior
                                                                             to the next month end cycle.
Send insert samples and Authorization Form to    Credit Union’s   11/15/05   This will allow WMI to begin entering information for next
WMI for next month’s production. (If Possible)                               month’s production cycle.
Statement Messages entered into document         Credit Union’s   11/23/05
software
Inserts Received from Credit Unions              Credit Union     11/25/05   Deadline 3-5 business days prior to end of month
                                                                             production
Notify WMI if changing mailing option.           Credit Union     11/28/05   If there is no change from last month’s run this step is not
                                                                             necessary.
Inserts entered into system                      WMI              11/28/05   Weight and Thickness information entered in order to
                                                                             properly postal sort the production job when received.
Data Processing production setup complete        WMI              11/29/05

Data received from Credit Unions                 WMI/ C.U.        12/1/05

Audits Produced                                  WMI              12/1/05
Audits sent to Credit Unions                     WMI/ C.U.        12/1/05

Audits Approved                                  WMI/ C.U.        12/1/05

Live Production                                  WMI/ C.U.        12/1/05

Provide mailing report to Intech (by CU)         WMI              12/2/05    Continues until production is complete
Mail Output                                      WMI              12/6/05
    Move Update Compliance

• What is Move Update Compliance?
  – Process to update names and addresses to obtain
    discounted rates for First-Class Mail service.




• USPS Approved Processes
  – NCOA
       Your mailing database is matched with official Postal Service
       customer provided permanent Change Of Address (COA) orders
       received from individuals, families and businesses.

  – Address Change Service
       This service provides change of address information or reason for
       non-delivery electronically.
    Move Update Compliance
    (continued)

– Ancillary Service Endorsement
    Address Service Requested
    Return Service Requested
    Change Service Requested


–   Fastforward®
    Form 6014
    Upcoming Developments

• Variable Messaging Tool



• Statement Redesign
                Variable Messaging Tool
                     Credit Union Manual Message Updating Process
                                                          CU enters                                                                         CU clicks
     Credit Union                                         message                                               CU approves all             Submit to
                            CU enters User              verbiage and               System will check
      Accesses                                                                      for spelling and                spelling /               update
                           Id and Password              Graphics into text             gramatics                  grammatical            information for
       Website                                         the appropriate                                          inconsistencies          next production
                                                          section(s)                                                                          cycle




                                 WMI-Omaha Automated Processing

                      File received from     Message database                     Statement                                                    Sample PDF’s
Messages stored in                                                                                                     Statement
                      Intech (automated      accessed and new          text       pagination                                                 generated and sent
  CU database                                                                                                     Processing continues
                      processing begins)      messages pulled                     performed                                                  to CU for approval




                                             WMI-Omaha Manual Completion
                                                                CU Approves all                        WMI completes
                                                                messages and                               approval                      Process continues
                                                                  statement               text           process and                       until mailing is
                                                                 variables as                           turns job into                       complete
                                                                     SOP                                  production
Variable Messaging Sample
        Statement Redesign
                         USA Credit Union
                         12345 Smith St
                                                                                                          This will be used for the statement level
                         Anytown, NE 68156-1234
                                                                                                            message. Please note that additional

• What’s changing                                                                                        messaging space is provided throughout the
                                                                                                                        document!!




  –
                                8 3 9 69 5 5 0 5 0 7 07 0 7 8 5 74 5 3 4 3 4 7
                               9 7 6 2 5 7 0 79 7 3 4 2 4 4 9 78 3 0 7 0 70 5
      Fonts                    John Q. Sample
                               4578 S 19th Ave
                               Anytown, IA, 51101-5647
                                                                        0967




  –   Messaging           From 8-1-05       Through 8-31-05                      Account Number: 12345                                Page 1 of 2


  –   Readability                                                                Share Checking
                        Date               Transaction Description                                         Amount                New Balance


  –
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00

      Section headers   08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx
                                                                                                           100.00
                                                                                                           100.00
                                                                                                           100.00
                                                                                                                                 10,000.00
                                                                                                                                 10,000.00
                                                                                                                                 10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00
                        08/0105Transaction xxxxxxxxxxxxxxxxxxxxxxxx                                        100.00                10,000.00


                        This space is reserved for a variable length message that can be used either for a statement level message or for an
                        account level message. It is possible to include a graphic with this message as long as it does not exceed a
                        pre-determined length.
Questions and Answers

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:6
posted:6/11/2011
language:English
pages:17