postalone! ® system presented by:. 2 agenda what is business mail? what is the postalone! system?...

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PostalOne! ® System Presented by: <insert name here>

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PostalOne!® System

Presented by: <insert name here>

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AgendaWhat 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

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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

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Retail Services

Discount Services

Online Services

Who are you trying to reach?

Establish an address list X X X

What are you mailing?

Design your mailpiece (size, shape, weight, and content)

X X X

How will you plan & complete your mailing?

Meet minimum volume requirements X

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

Mailing ServicesChoosing a Method for Mailing

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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

Discount Mailing Services

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Discount Mailing ServicesDiscount 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

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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

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PostalOne!®

Electronic Mailing

Information

Customers Automates Postage Payment Processing

Presents Mailing Documents

Provides Account Access & Mailing Information

Facilitates Drop Shipment Scheduling

What Does PostalOne! Do?

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What Is Available?Available Features

Electronic mailing documentation, automated postage statement processing & online account access

Online account management & automated drop shipment processing

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PostalOne!®

Mailing Information

CustomersBenefits Improved Service with

Automated Processes

Eliminates Hardcopy Paperwork

Online Process Management:• Mailing Activity• Payments• Plan & Schedule• Mailing Quality Feedback

Integrates Business Functions

What Are the Benefits?

Offers Centralized

Payment Options

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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

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How Can You Send Information?Structured approach to electronic documentation

and postage that offers options for all mailers:

Mail.dat®

File-based electronic exchange

Web ServicesForm-based electronic exchange

Postage Statement Wizard®

Postage statements online

Allows Mailer to choose the one best suited for them

• Mail.dat®

• Web Services• PS Wizard

PostalOne!®

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

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Mail.dat® Process

2. Mailer presents

mail to USPS®

2. Mailer presents

mail to USPS®

PostalOne!®Customer

1. Send original Mail.dat® file

4. USPS®

performs MERLIN®

or manual verification

4. USPS®

performs MERLIN®

or manual verification

5. USPS® validates deducts postage

5. USPS® validates deducts postage

3. USPS® accesses information

on PostalOne!®

3. USPS® accesses information

on PostalOne!®

6. Data returned to mailer for

online viewing

6. Data returned to mailer for

online viewing

2. Send update Mail.dat® file

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Web ServicesUSPS® 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

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Web Services Process

3. USPS® accesses Information

on PostalOne!®

3. USPS® accesses Information

on PostalOne!®

PostalOne!®Customer

1. Send PS Forms & Qualification Report

2. Mailer presents

mail to USPS®

2. Mailer presents

mail to USPS®

4. USPS® performs MERLIN® or manual

verification

4. USPS® performs MERLIN® or manual

verification

5. USPS® validates & deducts postage

(all domestic statements)

5. USPS® validates & deducts postage

(all domestic statements)

6. Message sent to Mailer that data is available

for online viewing

6. Message sent to Mailer that data is available

for online viewing

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Postage Statement Wizard®

Online tool that allows access to USPS® forms via any desktop browser

Supports postage statements

Complete form & submit online

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Benefits

Eliminates hardcopy Postage Statements

Reduces wait times

Provides access to financial & historical information

Provides reports

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Postage Statement Wizard® Process

Select a Form

Select a Form

Enter • Permit • User Information• Mailing Characteristics

Go to theAppropriate

SectionSubmit Online

Submit Online

CompleteSections &

Review

CompleteSections &

ReviewNote: The usercan save workat any stage

along the way.

Note: The usercan save workat any stage

along the way.

ABCDEtc.

Present Mailto BMEU

Present Mailto BMEU

BMEU Accesses Information

BMEU Accesses Information

BMEU Accepts and Verifies

BMEU Accepts and Verifies

BMEU Deducts Postage

BMEU Deducts Postage

Log on to PostalOne!

Log on to PostalOne!

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FASTFacility Access & Shipment Tracking (FAST)

Simplified Scheduling ProcessesElectronic options providing mailing information

Improved Operational EfficiencyWhen postal facilities understand customer requirements ahead of time, appointment slots can be offered based on capacity

Encourages Timely, Accurate AppointmentsMailers who provide accurate content details and arrive on time will have the widest selection of appointment slots

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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

Electronic Mail Improvement Report (eMIR)

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Accessing eMIRProvides visibility to mail owners/preparers with

reported problems

Log into PostalOne!®

Click on Reports and then click the link to eMIR

Click Reports

Click eMIR Link

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Feedback & Resolution

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Feedback & Resolution

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How Can You Get PostalOne! Access?

POSTAGE STATEMENT WIZARD (PSW)

Mail Owner

Mail Preparers

Contact your local BMEUIf you are a…

Complete: 1357 – C Customer Request for Web Access

Complete: Welcome Kit: * User agreement (i.e. participation, data exchange) * Site Administrator’s Designation Form * 1357-C Customer Request for Web Access

BMEU will forward documents to the Area / District PSW Coordinators for processing

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How Can You Get PostalOne! Access?

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

Mail.dat / Wizard Web Service

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Resources for Additional InformationPostalOne!®

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

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Questions?