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INNOVATIVE SOLUTIONS
For business communications,
mailing & shipping.
Call us. Start here.
Crystal May, MCMP, QPP, MQC, MDP
Senior VP, Consulting & Solution Design
cmay@postalsource.com
563-581-0822 www.postalsource.com
Our MISSION
Facilitating the design, development and distribution of business critical
communications.
A Different approach to BUSINESS
Let’s face it….everyone has enough vendors.
We strive to be your
BUSINESS PARTNER.
As an independent ‘Solutions Provider’, we are vendor agnostic.
We invest in life-long relationships with our customers and take a
consultative, collaborative approach to business.
Helping BUSINESSES run better!
At Postal Source, we begin our relationships by listening. Our unique
Business Solutions Analysis (BSA) product allows us to create solutions
specific to each client’s unique needs and applications.
No cookie cutters here!
A BSA is a useful tool which assists the customer in refining decisions
which must be made in order to achieve cost savings and optimum process sustainment.
Observe, Analyze, Impact & Sustain
•Observation and Discovery
•Carrier routes/ Courier reviews
•Staffing/Labor Components
•Space Planning/ Site Development
•Survey/Interview
•Benchmark existing practices, processes, workflow, & cost factors
•Identify max-gain impact areas
•Formal ‘Report-of-Findings’
•Process Improvement Recommendations
•Cost Mitigation Strategies
•Cost Benefits Analysis
•Solution ROI Assessment
•Project Management: Integration - Sustainment
We think DIFFERENTLY.
Postal Source is committed to ‘OLD FASHIONED’ support.
a. We believe in the power of relationships
b. We believe in routine face‐to‐face meetings to ensure client satisfaction
c. We believe everyone deserves and prefers to speak to a LIVE person
d. We commit to respond to emails and voicemails the same day.
e. We stand behind our products.
f. We promise to provide correct invoices
g. We know you have a choice and we APPRECIATE your business.
Our customers are part of our family- so we treat you that way!
Postal Source understands ever-changing USPS regulations.
a. We work with clients to relay relevant info surrounding rules, regulations
and/or rate changes BEFORE they hit your budget.
b. We have PROVEN solutions for drastically reducing RETURN MAIL
c. We GUARANTEE postage savings!
d. We have a VP of Postal Affairs on staff
e. Our Support Team is trained, certified, experienced & ready to help.
f. It’s not just about mail- we have proven methods to manage challenging
shipping & logistics problems, cut costs and improve efficiency.
Postal Source employees are CONSUMERS just like you.
a. We don’t like surprises so there are no hidden fees in our contracts.
b. We disclose the ‘TOTAL cost of ownership’
c. We want more than an owners manual so we provide unlimited training & support.
d. We like Teamwork so our staff works together to support our clients.
e. We live and work in the community so our reputation is paramount. We care what
you think and value customer feedback no matter what.
f. We think character, integrity and honesty are important so we make sure our team
members possess those qualities.
g. We LIKE a little TLC so we treat you the same way. Our clients receive white glove
treatment and we assign Project Managers to ensure your on-boarding goes as
smooth as possible.
Postal Source understands each customer is UNIQUE.
a. We know each customer has unique applications & requirements so we
provide customized solutions. No cookie cutter stuff here.
b. We listen more than we talk.
c. We work hard to get to know and understand our customers
d. We constantly strive to make the latest technology & innovations available.
e. We believe no single manufacturer is perfect at everything so we remain
vendor agnostic.
f. We promise to hold our manufacturers accountable to the highest standards.
Our SOLUTION components.
Data Management, Data Quality &
Digital Mail Delivery Systems
Document Creation, House-
holding, Formatting, Electronic
Delivery Systems
Mail Assembly, Inserting, Tabbing,
Stamping & Addressing
Carrier &
Service Selection
Mail & Parcel
Processing, Cost Reduction
Barcodes, Tracking, QC Methods &
Production Visibility
Reporting, Mail or Email Tracking & Cost
Control
Managing On-serts, Regulatory Support
Cost Containment & Compliance
Business Strategy Support: Facilities
Mgmt, Outsourcing & In-Plant
Carrier Invoice Auditing, Best Practices,
Process Improvement Strategies
Eliminate Return Mail, Physical Mail
Delivery & Business Reply Mail
Management
Postal Discounting- hardware &
software
Mailroom Furniture,
Parcel Lockers
CLIENT Service Manager
Local Acct Rep Postal Affairs
(Rate changes, regulations, compliance)
Postal Source Executive Team
Service Engineers
(factory trained/authorized)
Integrated Solutions Specialists
Admin Support
Project Management Team
Quality Assurance Supervisor
Accessibility. Accountability. Absolutely!
Client-Centric SUPPORT STRUCTURE
Solution Building Blocks
BSA: Business Solutions Analysis
•Comprehensive Enterprise Audit
WORKFLOW MANAGEMENT:
•CCM solutions
•ADF solutions
•VDP solutions
PRINT & MAIL CENTER DESIGN:
•Process Development
•Workflow Design
•Room Layout
•Systems Furniture
STAFFING / SHIFT RECOMMENDATIONS:
INBOUND PACKAGE RECEIVING & TRACKING:
•Software
•Process development
•Parcel Locker Systems
INBOUND MAIL PROCESSING & EXTRACTION
•Letter openers and extractors
•Virtual Mail Delivery Systems
ADDRESSING PRODUCTS:
•Addressing systems (black & white or full color)
•Software for address hygiene & postal discounting
OUTPUT MANAGEMENT SOLUTIONS:
•Integrated Document Design
•Document integrity
•Document intelligence via OMR, 3of9, 2of5, OCR, or 2D
SHRINK WRAP SYSTEMS:
COIN SORTING SYSTEMS:
DOCUMENT DESTRUCTION SYSTEMS:
BUSINESS REPLY MAIL management programs:
RETURN MAIL REDUCTION SOLUTIONS
CHECK SIGNING SYSTEMS
POSTAL DISCOUNTING SOLUTIONS:
•Hardware with OCR cameras
•Software (API or desktop)
DOCUMENT HANDLING SOLUTIONS:
•Tabletop and Console folder/inserters
•Flats inserters
•Stand-alone folders
•Check processing systems
EMAIL DELIVERY & TRACKING SYSTEMS
MAIL CENTER FURNITURE
POSTAL EVIDENCING SYSTEMS:
• Mailing systems
•PC postage systems
•Electronic indicia
•Stamp affixers
•Inserter meter bases
SHIPPING SOLUTIONS:
•Carrier Auditing
•Carrier Rate Shopping tools
•Global logistics
•Desktop shipping solutions
MAIL ACCOUNTING / PROCESSING SOFTWARE
POSTAL CONSULTING
POSTAL COMPLIANCE REVIEWS
MAIL TRACKING, REPORTING & RECONCILIATION SOFTWARE:
PRESORT CONTRACT NEGOTIATION
DIRECT MAIL CAMPAIGN CONSULTING
DISASTER RECOVERY PLANNING
REDUNDANCY PLANNING
Postage Savings. GUARANTEED.
Why pay extra for POSTAGE?
Solution Showcase: Digital Mail Delivery
Digital mail comes with analytics.
Solution Showcase: White Paper Factory
Effective, easy document design.
Nevermind INSERTS. Move to ONSERTS.
OPENABILITY:
• Statements and invoices are expected—
they contain important financial information and usually require action
• More than 95% of transaction documents are opened and read each month-
far more than any other type of direct response effort.
• Studies show that the average customer invests between 2-6 minutes
for statement review.
• Bills and statements receive more attention than any other form of
communication including television advertisements.
No more carrier CONFUSION.
Think of it as ‘Priceline for your PARCELS’
•Premise or SaaS based solutions
•Enterprise or Desktop level
•Hazardous goods
•International customs forms
•Comprehensive tracking, reporting, cost accounting
•Multi-Carrier
•Rate Shopping
•Automatic Invoice Auditing
•Single parcel, batch parcel, pallets or LTL
We keep good company!
CDS Global- A Hearst Company
Alliant Energy
One TouchPoint Solutions
Madison Gas & Electric
United Fire & Casualty
SYSCO Foods
HON Industries/Allsteel
ARA (American Rental Assn)
Loras College
University of Dubuque
American Trust & Savings Bank
Iowa Mutual Insurance
Royal Neighbors of America
National Mutual Benefit Insurance
Truck Country/Foodliner
Cottingham & Butler / SISCO
Baker Tilly
Trinity Hospital
MATC (Madison Area Tech College)
QCR Holdings/Quad City Bank & Trust
Mercer Companies
American Family Mutual Insurance
First Central State Bank
State of WI, Dept of Admin. Services
Massachusetts General Hospital
State of Illinois, Bureau of Identification
USDA-national
PerMar Security Services
WPS
Stanley Consultants
DMS (Dealer Marketing Services)
Anchor Bank
Dick Blick
Gardner Denver
Honkamp Krueger
Dupaco Community Credit Union
BlackHawk College
Data Direct
Thermo King
OP Printing
Swiss Valley Farms
Summit Credit Union
Crescent Electric Supply Co
State of WI Hygienic Lab
Kirkwood Community College
Medical Associates Clinic
McGladrey
Anixter
Stonehill Franciscan Services
Principal Financial
State of Iowa, Dept of Admin. Services
Modern Woodmen Fraternal Financial
Rock Island Arsenal
Dupont/Pioneer
Lake Forest College
Western Illinois Univ
Anderson Weber Toyota
IWI Motor Parts
We can’t wait to meet you!
We make your work………….FLOW.
So contact us.
1-866-204-4700
www.postalsource.com

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PostalSource-who what why

  • 1. INNOVATIVE SOLUTIONS For business communications, mailing & shipping. Call us. Start here. Crystal May, MCMP, QPP, MQC, MDP Senior VP, Consulting & Solution Design cmay@postalsource.com 563-581-0822 www.postalsource.com
  • 2. Our MISSION Facilitating the design, development and distribution of business critical communications.
  • 3. A Different approach to BUSINESS Let’s face it….everyone has enough vendors. We strive to be your BUSINESS PARTNER. As an independent ‘Solutions Provider’, we are vendor agnostic. We invest in life-long relationships with our customers and take a consultative, collaborative approach to business.
  • 4. Helping BUSINESSES run better! At Postal Source, we begin our relationships by listening. Our unique Business Solutions Analysis (BSA) product allows us to create solutions specific to each client’s unique needs and applications. No cookie cutters here! A BSA is a useful tool which assists the customer in refining decisions which must be made in order to achieve cost savings and optimum process sustainment. Observe, Analyze, Impact & Sustain •Observation and Discovery •Carrier routes/ Courier reviews •Staffing/Labor Components •Space Planning/ Site Development •Survey/Interview •Benchmark existing practices, processes, workflow, & cost factors •Identify max-gain impact areas •Formal ‘Report-of-Findings’ •Process Improvement Recommendations •Cost Mitigation Strategies •Cost Benefits Analysis •Solution ROI Assessment •Project Management: Integration - Sustainment
  • 5. We think DIFFERENTLY. Postal Source is committed to ‘OLD FASHIONED’ support. a. We believe in the power of relationships b. We believe in routine face‐to‐face meetings to ensure client satisfaction c. We believe everyone deserves and prefers to speak to a LIVE person d. We commit to respond to emails and voicemails the same day. e. We stand behind our products. f. We promise to provide correct invoices g. We know you have a choice and we APPRECIATE your business. Our customers are part of our family- so we treat you that way! Postal Source understands ever-changing USPS regulations. a. We work with clients to relay relevant info surrounding rules, regulations and/or rate changes BEFORE they hit your budget. b. We have PROVEN solutions for drastically reducing RETURN MAIL c. We GUARANTEE postage savings! d. We have a VP of Postal Affairs on staff e. Our Support Team is trained, certified, experienced & ready to help. f. It’s not just about mail- we have proven methods to manage challenging shipping & logistics problems, cut costs and improve efficiency. Postal Source employees are CONSUMERS just like you. a. We don’t like surprises so there are no hidden fees in our contracts. b. We disclose the ‘TOTAL cost of ownership’ c. We want more than an owners manual so we provide unlimited training & support. d. We like Teamwork so our staff works together to support our clients. e. We live and work in the community so our reputation is paramount. We care what you think and value customer feedback no matter what. f. We think character, integrity and honesty are important so we make sure our team members possess those qualities. g. We LIKE a little TLC so we treat you the same way. Our clients receive white glove treatment and we assign Project Managers to ensure your on-boarding goes as smooth as possible. Postal Source understands each customer is UNIQUE. a. We know each customer has unique applications & requirements so we provide customized solutions. No cookie cutter stuff here. b. We listen more than we talk. c. We work hard to get to know and understand our customers d. We constantly strive to make the latest technology & innovations available. e. We believe no single manufacturer is perfect at everything so we remain vendor agnostic. f. We promise to hold our manufacturers accountable to the highest standards.
  • 6. Our SOLUTION components. Data Management, Data Quality & Digital Mail Delivery Systems Document Creation, House- holding, Formatting, Electronic Delivery Systems Mail Assembly, Inserting, Tabbing, Stamping & Addressing Carrier & Service Selection Mail & Parcel Processing, Cost Reduction Barcodes, Tracking, QC Methods & Production Visibility Reporting, Mail or Email Tracking & Cost Control Managing On-serts, Regulatory Support Cost Containment & Compliance Business Strategy Support: Facilities Mgmt, Outsourcing & In-Plant Carrier Invoice Auditing, Best Practices, Process Improvement Strategies Eliminate Return Mail, Physical Mail Delivery & Business Reply Mail Management Postal Discounting- hardware & software Mailroom Furniture, Parcel Lockers
  • 7. CLIENT Service Manager Local Acct Rep Postal Affairs (Rate changes, regulations, compliance) Postal Source Executive Team Service Engineers (factory trained/authorized) Integrated Solutions Specialists Admin Support Project Management Team Quality Assurance Supervisor Accessibility. Accountability. Absolutely! Client-Centric SUPPORT STRUCTURE
  • 8. Solution Building Blocks BSA: Business Solutions Analysis •Comprehensive Enterprise Audit WORKFLOW MANAGEMENT: •CCM solutions •ADF solutions •VDP solutions PRINT & MAIL CENTER DESIGN: •Process Development •Workflow Design •Room Layout •Systems Furniture STAFFING / SHIFT RECOMMENDATIONS: INBOUND PACKAGE RECEIVING & TRACKING: •Software •Process development •Parcel Locker Systems INBOUND MAIL PROCESSING & EXTRACTION •Letter openers and extractors •Virtual Mail Delivery Systems ADDRESSING PRODUCTS: •Addressing systems (black & white or full color) •Software for address hygiene & postal discounting OUTPUT MANAGEMENT SOLUTIONS: •Integrated Document Design •Document integrity •Document intelligence via OMR, 3of9, 2of5, OCR, or 2D SHRINK WRAP SYSTEMS: COIN SORTING SYSTEMS: DOCUMENT DESTRUCTION SYSTEMS: BUSINESS REPLY MAIL management programs: RETURN MAIL REDUCTION SOLUTIONS CHECK SIGNING SYSTEMS POSTAL DISCOUNTING SOLUTIONS: •Hardware with OCR cameras •Software (API or desktop) DOCUMENT HANDLING SOLUTIONS: •Tabletop and Console folder/inserters •Flats inserters •Stand-alone folders •Check processing systems EMAIL DELIVERY & TRACKING SYSTEMS MAIL CENTER FURNITURE POSTAL EVIDENCING SYSTEMS: • Mailing systems •PC postage systems •Electronic indicia •Stamp affixers •Inserter meter bases SHIPPING SOLUTIONS: •Carrier Auditing •Carrier Rate Shopping tools •Global logistics •Desktop shipping solutions MAIL ACCOUNTING / PROCESSING SOFTWARE POSTAL CONSULTING POSTAL COMPLIANCE REVIEWS MAIL TRACKING, REPORTING & RECONCILIATION SOFTWARE: PRESORT CONTRACT NEGOTIATION DIRECT MAIL CAMPAIGN CONSULTING DISASTER RECOVERY PLANNING REDUNDANCY PLANNING
  • 9. Postage Savings. GUARANTEED. Why pay extra for POSTAGE?
  • 10. Solution Showcase: Digital Mail Delivery Digital mail comes with analytics.
  • 11. Solution Showcase: White Paper Factory Effective, easy document design. Nevermind INSERTS. Move to ONSERTS. OPENABILITY: • Statements and invoices are expected— they contain important financial information and usually require action • More than 95% of transaction documents are opened and read each month- far more than any other type of direct response effort. • Studies show that the average customer invests between 2-6 minutes for statement review. • Bills and statements receive more attention than any other form of communication including television advertisements.
  • 12. No more carrier CONFUSION. Think of it as ‘Priceline for your PARCELS’ •Premise or SaaS based solutions •Enterprise or Desktop level •Hazardous goods •International customs forms •Comprehensive tracking, reporting, cost accounting •Multi-Carrier •Rate Shopping •Automatic Invoice Auditing •Single parcel, batch parcel, pallets or LTL
  • 13. We keep good company! CDS Global- A Hearst Company Alliant Energy One TouchPoint Solutions Madison Gas & Electric United Fire & Casualty SYSCO Foods HON Industries/Allsteel ARA (American Rental Assn) Loras College University of Dubuque American Trust & Savings Bank Iowa Mutual Insurance Royal Neighbors of America National Mutual Benefit Insurance Truck Country/Foodliner Cottingham & Butler / SISCO Baker Tilly Trinity Hospital MATC (Madison Area Tech College) QCR Holdings/Quad City Bank & Trust Mercer Companies American Family Mutual Insurance First Central State Bank State of WI, Dept of Admin. Services Massachusetts General Hospital State of Illinois, Bureau of Identification USDA-national PerMar Security Services WPS Stanley Consultants DMS (Dealer Marketing Services) Anchor Bank Dick Blick Gardner Denver Honkamp Krueger Dupaco Community Credit Union BlackHawk College Data Direct Thermo King OP Printing Swiss Valley Farms Summit Credit Union Crescent Electric Supply Co State of WI Hygienic Lab Kirkwood Community College Medical Associates Clinic McGladrey Anixter Stonehill Franciscan Services Principal Financial State of Iowa, Dept of Admin. Services Modern Woodmen Fraternal Financial Rock Island Arsenal Dupont/Pioneer Lake Forest College Western Illinois Univ Anderson Weber Toyota IWI Motor Parts
  • 14. We can’t wait to meet you! We make your work………….FLOW. So contact us. 1-866-204-4700 www.postalsource.com