postalone! ® system presented by:. 2 agenda what is business mail? what is the postalone! system?...
TRANSCRIPT
2
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
3
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
4
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
5
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
6
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
7
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
8
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?
9
What Is Available?Available Features
Electronic mailing documentation, automated postage statement processing & online account access
Online account management & automated drop shipment processing
10
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
11
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
12
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
14
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
15
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
16
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
17
Postage Statement Wizard®
Online tool that allows access to USPS® forms via any desktop browser
Supports postage statements
Complete form & submit online
18
Benefits
Eliminates hardcopy Postage Statements
Reduces wait times
Provides access to financial & historical information
Provides reports
19
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!
20
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
21
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)
22
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
25
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
26
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
27
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