SureTrac™

Process Verification
Introducing the Future of Mail Creation!

Slideshow by Paul Kelly

1 PBI internal use only Education Development and Planning
Pitney Bowes, Inc.
Overview

 Focus: Business Cycles

 Problems and Symptoms
 Existing Solutions
 New Problems
 New Solutions
 SureTrac™ Process Verification
 Open Loop Offline
 Open Loop Online
 Closed Loop
 Business Cycles

 Invoices
 Statements
 Notices
 Checks
 Letters
Problems and Symptoms
Finding the Pain

4 PBI internal use only

 Problems and Symptoms
Problem Symptoms
 Problems and Symptoms
Problem Symptoms
Labor
 Problems and Symptoms
Problem Symptoms
Labour Manual insertion
Manual reconciliation
Manual separation
 Problems and Symptoms
Problem Symptoms
Labor Manual insertion
Manual reconciliation
Manual separation
Security
 Problems and Symptoms
Problem Symptoms
Labor Manual insertion
Manual reconciliation
Manual separation
Security Outsourcing
Manual insertion
Manual Checks
 Problems and Symptoms
Problem Symptoms
Labor Manual insertion
Manual reconciliation
Manual separation
Security Outsourcing
Manual insertion
Manual Checks
Integrity
 Problems and Symptoms
Problem Symptoms
Labor Manual insertion
Manual reconciliation
Manual separation
Security Outsourcing
Manual insertion
Manual Checks
Integrity Broken collations
Mismatched contents
 Problems and Symptoms
Problem Symptoms
Labor Manual insertion
Manual reconciliation
Manual separation
Security Outsourcing
Manual insertion
Manual Checks
Integrity Broken collations
Mismatched contents
Material waste
 Problems and Symptoms
Problem Symptoms
Labor Manual insertion
Manual reconciliation
Manual separation
Security Outsourcing
Manual insertion
Manual Checks
Integrity Broken collations
Mismatched contents
Material waste Inserting on all pieces
 Problems and Symptoms
Problem Symptoms
Labor Manual insertion
Manual reconciliation
Manual separation
Security Outsourcing
Manual insertion
Manual Checks
Integrity Broken collations
Mismatched contents
Material waste Inserting on all pieces

Mixed mail limitations

 Problems and Symptoms
Problem Symptoms
Labor Manual insertion
Manual reconciliation
Manual separation
Security Outsourcing
Manual insertion
Manual Checks
Integrity Broken collations
Mismatched contents
Material waste Inserting on all pieces

Mixed mail limitations Unable to mix different

documents in run
The OMR/Barcode Solution
We’ve been doing this for years!

16 PBI internal use only

The OMR/Barcode Solution
Problem Symptoms Solution
Labour Manual insertion
Manual reconciliation
Manual separation
Security Outsourcing
Manual insertion
Manual Checks
Integrity Broken collations
Mismatched contents
Material Inserting on all pieces
waste
Mixed mail Unable to mix different
limitations documents in run
The OMR/Barcode Solution
Problem Symptoms Solution
Labor Manual insertion High-Speed Inserter
Manual reconciliation Unsolved
Manual separation Divert/Stop Mark
Security Outsourcing
Manual insertion
Manual Checks
Integrity Broken collations
Mismatched contents
Material Inserting on all pieces
waste
Mixed mail Unable to mix different
limitations documents in run
The OMR/Barcode Solution
Problem Symptoms Solution
Labor Manual insertion High-Speed Inserter
Manual reconciliation Unsolved
Manual separation Divert/Stop Mark
Security Outsourcing High-Speed Inserter
Manual insertion High-Speed Inserter
Manual Checks PB First DF
Integrity Broken collations
Mismatched contents
Material Inserting on all pieces
waste
Mixed mail Unable to mix different
limitations documents in run
The OMR/Barcode Solution
Problem Symptoms Solution
Labor Manual insertion High-Speed Inserter
Manual reconciliation Unsolved
Manual separation Divert/Stop Mark
Security Outsourcing High-Speed Inserter
Manual insertion High-Speed Inserter
Manual Checks PB First DF
Integrity Broken collations Wraparound Marks
Mismatched contents Match Marks
Material Inserting on all pieces
waste
Mixed mail Unable to mix different
limitations documents in run
The OMR/Barcode Solution
Problem Symptoms Solution
Labor Manual insertion High-Speed Inserter
Manual reconciliation Unsolved
Manual separation Divert/Stop Mark
Security Outsourcing High-Speed Inserter
Manual insertion High-Speed Inserter
Manual Checks PB First DF
Integrity Broken collations Wraparound Marks
Mismatched contents Match Marks
Material Inserting on all pieces Select Feed Marks
waste
Mixed mail Unable to mix different
limitations documents in run
The OMR/Barcode Solution
Problem Symptoms Solution
Labor Manual insertion High-Speed Inserter
Manual reconciliation Unsolved
Manual separation Divert/Stop Mark
Security Outsourcing High-Speed Inserter
Manual insertion High-Speed Inserter
Manual Checks PB First DF
Integrity Broken collations Wraparound Marks
Mismatched contents Match Marks
Material Inserting on all pieces Select Feed Marks
waste
Mixed mail Unable to mix different BOC/EOC
limitations documents in run
New Problems, New Pain
OMR Introduces New Problems

23 PBI internal use only

 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the
marks on the
page
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter
marks on the IT Scratching their
page heads
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
Multiple
Setups
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
Multiple Configure scan codes
Setups on application and
inserter
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
Multiple Configure scan codes ???
Setups on application and
inserter
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
Multiple Configure scan codes ???
Setups on application and
inserter
Real Estate Features needed ???
exceed space
available
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
Multiple Configure scan codes ???
Setups on application and
inserter
Real Estate Features needed ???
exceed space
available
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
Multiple Configure scan codes ???
Setups on application and
inserter
Real Estate Features needed ???
exceed space
available
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
Multiple Configure scan codes ???
Setups on application and
inserter
Real Estate Features needed ???
exceed space
available
Manual Manual search in ???
Reconciliation application for pieces
to reprint
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
Multiple Configure scan codes ???
Setups on application and
inserter
Real Estate Features needed ???
exceed space
available
Manual Manual search in ???
Reconciliation application for pieces
to reprint
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
Multiple Configure scan codes ???
Setups on application and
inserter
Real Estate Features needed ???
exceed space
available
Manual Manual search in ???
Reconciliation application for pieces
to reprint
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
Multiple Configure scan codes ???
Setups on application and
inserter
Real Estate Features needed ???
exceed space
available
Manual Manual search in ???
Reconciliation application for pieces
to reprint
Manual Manual selection of ???
Reprint pieces to reprint
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
Multiple Configure scan codes ???
Setups on application and
inserter
Real Estate Features needed ???
exceed space
available
Manual Manual identification ???
Reconciliation of pieces to reprint
Manual Manual search in ???
Reprint application for pieces
to reprint
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter ???
marks on the IT Scratching their
page heads
Multiple Configure scan codes ???
Setups on application and
inserter
Real Estate Features needed ???
exceed space
available
Manual Manual identification ???
Reconciliation of pieces to reprint
Manual Manual search in ???
Reprint application for pieces
to reprint
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter PB First DF
marks on the IT Scratching their PB First PD
page heads
Multiple Configure scan codes ???
Setups on application and
inserter
Real Estate Features needed ???
exceed space
available
Manual Manual identification ???
Reconciliation of pieces to reprint
Manual Manual search in ???
Reprint application for pieces
to reprint
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter PB First DF
marks on the IT Scratching their PB First PD
page heads
Multiple Configure scan codes Find a solution that
Setups on application and allows pulling setup
inserter from Inserter
Real Estate Features needed ???
exceed space
available
Manual Manual identification ???
Reconciliation of pieces to reprint
Manual Manual search in ???
Reprint application for pieces
to reprint
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter PB First DF
marks on the IT Scratching their PB First PD
page heads
Multiple Configure scan codes Find a solution that
Setups on application and allows pulling setup
inserter from Inserter
Real Estate Features needed Find a solution that
exceed space reduces data
available encoded in marks
Manual Manual identification ???
Reconciliation of pieces to reprint
Manual Manual search in ???
Reprint application for pieces
to reprint
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter PB First DF
marks on the IT Scratching their PB First PD
page heads
Multiple Configure scan codes Find a solution that
Setups on application and allows pulling setup
inserter from Inserter
Real Estate Features needed Find a solution that
exceed space reduces data
available encoded in marks
Manual Manual identification Find a solution that
Reconciliation of pieces to reprint automatically
reconciles pieces
Manual Manual search in ???
Reprint application for pieces
to reprint
 New Problems
Caused by OMR/Barcode!

Problem Symptoms Solution

Getting the Unused Inserter PB First DF
marks on the IT Scratching their PB First PD
page heads
Multiple Configure scan codes Find a solution that
Setups on application and allows pulling setup
inserter from Inserter
Real Estate Features needed Find a solution that
exceed space reduces data
available encoded in marks
Manual Manual identification Find a solution that
Reconciliation of pieces to reprint automatically
reconciles pieces
Manual Manual search in Find a solution that
Reprint application for pieces allows reprint outside
to reprint of main application
And the Winner Is…
And the Winner Is…

SureTrac™
Process
Verification
Open Loop Offline
The way we’ve always done it…

47 PBI internal use only

 Open Loop Offline

Setup PB First
Configure Rules for
Configure Scan
Run import, Move printed
DF orprinting
PD JobmarksCode Definition in
Postal Code,
Print the job pages to
on the PC
(select feeds, etc.)
PB First DF or PD DI900/950
in PB First and Presort.
Inserter
Open Loop Offline

Setup job on Run!

DI900/950
Setup Scan Code
Inserter
Definition on
DI900/950
Inserter
Open Loop Online
Getting Better…

50 PBI internal use only

 Open Loop Online

Print the Move printed

job pages to
Setup PB First Setup Scan
Configure
Import jobs Rules
and for Setup job at
DI900/950
DF or PD Job Import, Postal Code definition
printing
scan marks
codes (select DI900/DI950
Inserter
on the PC. Code, and at DI900/950
feeds, from
etc.) in PB First Inserter
Presort
DI900/DI950 Inserter
Inserter
Open Loop Online

Run!

Load the job in

the PacPilot
Closed-Loop
The Future of Mail Creation!

53 PBI internal use only

 Closed Loop

Print the
Import jobs and job
Mail Runscan
Setup codes
PB First
Data Setup Scan
Configure
from Rules for Setup job at
DF or
Import,
File created PD
on Job
Postal Code definition
printing marks
DI900/DI950 (select DI900/DI950
on the
Code,
SureTrac™ PC.
and at DI900/950
feeds, etc.) in PB First
Inserter Inserter
Server Presort Inserter
Closed Loop

Move printed
pages to
DI900/950
Inserter
 Closed Loop

Run!

Server uses Job loads

DI900/950 automatically
MRDF to
reports status of on DI900/950
instruct
each piece to Run Closed
DI900/950 for
server Loop Job from
each mailpiece
Server
 Closed Loop

Choose Repair
Reprint pieces or Run Closed
Reprint for
Loop job,
marked pieces and
after Run
Run Reprints
reconciliation Reconciliation
for original job.
on Server
SureTrac Process Verification
Key Points

58 PBI internal use only

Key Points about SureTrac™ PV

 Only sold with PB First DF or PD and the DI900/950 FastPac™

 Open Loop Offline mode means there is no network
communication between the inserter and the client application
 Open Loop Online mode means the client application gets job
configuration info from the inserter
 Closed Loop Operation means:
 Job configuration info comes from the inserter
 The Server application controls the inserter during operation
 The MRDF contains the info about each mail piece
 The barcode contains only a mailpiece ID
 Reconciliation of mail runs is possible – if the job is configured
to allow it
 Reports become available
Questions?