Document Integrity - Presentation from Xplor 2011 - A presentation from Crawford Technologies - http://www.crawfordtech.com/

1. Document IntegrityMaximize Your Benefits Through Production Management A presentation fromCrawford Technologies Inc. www.crawfordtech.com Follow, Like and Join us at about.me/CrawfordTechInc

2. Agenda Definitions & Terms The Difference between Production Management & Document Integrity vs. “an ADF” The PROs and Cons of each approach The Benefits of Production Management & Document Integrity have Increased The Costs of Production Management & Document Integrity have Decreased Conclusion & Wrap up

3. Definitions & Terms ADF “An architecture for efficiently and cost-effectively producing internal and external printed transaction documents” “To ensure lower costs, higher quality, integrity and process controls”

4. Definitions & Terms ADF Defined and named by Gartner in 1995 as: Input – the data enters the ADF Transformation & Integrated Output – production onto appropriate media Delivery Preparation – documents are prepared for delivery to the recipient Control & Reporting – production management of the ADF - sits over the other 3 modules The Interfaces between the 4 modules

5. Definitions & Terms ADF 2.0 (Gartner 2007) adds two new modules: Document Design and Content Integration – Business rule design & placement of all variable data & messaging components Response Management – Ongoing analysis of customer behaviors to maximize customer lifetime value

6. Definition & Terms Document Integrity: A service level quality standard that transactional document production is measured against. It specifically measures the quantity of ‘co-mingles’ and other privacy related document production errors. It is measured in %, for example, “99.5% error free of document integrity errors”. Integrity System A system that uses camera technology to visually inspect the physical production of transactional customer documents. It monitors, tabulates and reports on all activities to significantly reduce errors.

8. Definition & Terms Production Management System manages all Production processes and achieves Document Integrity ExistingPrint Streams Insert Production Management System Mail Delivery Archive Print

9. Production Management System compared to ADF

10. Production Management Systemcompared to ADF

11. Who is involved? ADF: Operations, IT Project Management, IT Developers, IT Architects, Composition Teams, Marketing, CRM team, etc. Production Management System: Operations

12. Complexity ADF: Complexity is high due the breadth of involvement from so many areas of the organization Any time marketing is involved . . . Integration requirements across the enterprise Production Management System: Complexity is low due to the narrow breadth within operations and minimal IT involvement Operational staff typically can implement and deploy such a system

13. Costs ADF: Expect larger up front costs Expect large vendor integration invoices Expect large costs related to the integration across functional areas and system Software upgrades Internal IT staff costs and charge backs Other system upgrades and costs Production Management System: Much smaller up front costs Small to no vendor integration costs Little to No cross functional integration costs as it is all “within Operations”

14. Project Duration ADF: Expect greater than 1 year project durations, even longer than 2 years Complexity, agreeing on scope, agreeing on priorities and goals and cross functional interaction ALL mean longer project duration Production Management System: Expect completion in a couple of months Complexity is minimized Scope, goals and objectives are easily determined “within Operations” Shorter Project duration means achieving your cost reduction goals sooner

15. Privacy Breach Both ADF & Production Management & Document Integrity achieve significant privacy breach reductions Consistent operational processes, rich proof of process reporting and tight integrity management are features of both approaches

17. Does not include Composition management and integration within it’s scope

19. What does all this mean? The goals and benefits of ADF are significant in terms of operational savings and integrated customer communications The correct Production Management system can achieve operational savings quicker and with lower costs The correct Production Management system will form the foundation for your future, full ADF

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