Crawford Technologies Overview January 2011 - A presentation from Crawford Technologies Inc. - http://www.crawfordtech.com/

1. Crawford Technologies Overview2011 A presentation fromCrawford Technologies Inc. www.crawfordtech.com Follow, Like and Join us at about.me/CrawfordTechInc

3. Crawford Technologies Corporate Intro

4. Product Overviews

6. Core competency is in transactional customer communication solutions:Alternate Format services Automated Document Factory solutions Document manipulation & re-engineering applications Print stream conversions/transform applications Transaction document archiving & retrieval solutions Integration/WorkFlow solutions

9. 24x7 support available

10. Phone/fax/email support

11. Onsite severity 1 problem response if required

12. Incident tracking system

14. Document Manipulation & Re-engineering

15. File Concatenation

16. Duplicate Checking

17. Archiving & Retrieval

18. Integration/Automated Workflow Products

19. Enterprise IMB

21. Convert to supported format for downstream processing in other software

22. Extend life of legacy assets/applications

23. Increase utilization of existing assets

24. Enable print output for online presentment

25. Extract billing information

26. Data/messaging verification & reporting

28. Creating external Index files

29. Book Marks in PDF

30. Writing TLEs, No Ops, etc

32. Output file sizes

33. High level command set

34. Platform independent

35. Excellent fidelity

36. Flexible resource management

37. Perform many functions in a single pass

47. Reduce number of files to be managed in production process

48. Achieve item quantities for maximum postal discounts

49. Eliminate printer clutching due to number of resources

50. Sample scenario:250,000 individual confirms are created daily in PCL Outsourcer requires single AFP file per day to manage Concatenate the individual documents into a single file and convert to AFP

53. Ability to merge at the page level versus file level

56. Avoid the erosion of customer confidence and satisfaction of a duplicate mailing, particularly financial information

58. Take action based on user parameters to fail the job or continue running but write an error message for each duplicate piece

60. Tightly coupled with Operations Express via API

63. Enterprise level scalability

64. Use customer’s USPS IMB as opposed to vendor’s

65. ASP is cost prohibitive for high volume mailers

66. Shipment of sensitive customer data to ASP

67. Flexibility to customize reports and integrate with existing business applications

69. PRO Unique ID Manager Client/Server implementation that generates unique IDs on demand for a single application, multiple applications, a site, or enterprise Supports multiple mailer IDs Time period of uniqueness is user defined Integration is achieved via API, batch utilities, the GUI-based UID dispenser Tightly coupled with Operations Express via the API

70. PRO Mail Tracker Facility for tracking both inbound and outbound full service IMB encoded mail through the USPS in conjunction with their ACS and OneCode Confirm services Supports multiple mailer IDs Includes standard reporting capabilities such as: Production Run Status Report SLA (Service Levels Agreement) Status Report Lost Mail Pieces Report Includes a report generator to allow user to define custom reports Allows for user defined fields to be included in DB Is tightly coupled with Operations Express via the API

72. Enterprise scalability

73. Manage multiple mailer IDs

74. Either integrated with existing 3rd party products or in-house applications

75. Either stand alone or tightly integrated with Operations Express

76. Platform flexibility

79. Enables rapid reprint/fax/email of archived documents

80. Provides call center and end customer presentment consistency

81. Enables move to desired OS/DB technologies

82. Reduces number of files managed

83. Lower cost of DB licensing and management

84. Maximizes service providers flexibility to support a wide range of input and output formats

85. Unlike generic archive systems, preserves print stream metadata to providing audit, regulatory and compliance support within the archive

87. Enables high speed ingestion and retrieval

88. Compresses documents to reduce storage requirements (typically 50% to 90%)

89. Stores print streams in original formats including AFP, Xerox, PCL and PDF, PDF/A

91. High speed ingestion and retrieval

92. Disk space savings (typically 50-90%)

93. Efficient resource management for common elements in each print file

94. Finishing, paper tray and plex information maintained

95. Fewer files to manage

96. Can be integrated with virtually any archival or content management system

97. Widest range of supported input and output formats

98. Delivers the original document back for reprint

99. Flexibly recovers from changes in Acrobat reader (e.g., V8.1 errors)

101. Integration/Automated Workflow:Problems Solved Eliminate need for JCL changes Automate movement of work across different computing platforms Utilize hot folder watching to simplify integration Fully automate production processes to reduce human resource requirements and errors Augment or replace in-house developed workflow solutions Implement complete document and piece level tracking from composition through to printing and mailing Achieve full end to end compliance and workflow reporting

103. PRO WorkFlow Server

105. PRO WorkFlow Server Manages production workflows on open systems platforms, can receive and distribute work via LPR, FTP, and hot folder watching Provides a GUI for queue management and to monitor active processes Provides email notification of successful or failed jobs Can manage multi-step workflows Example: Read a print file from a watched folder, remove address block with Operations Express, pass the file to CASS/PAVE software for sorting and address updates, then reprocess the original print file to put in postal sequence with updated address blocks, then LPR to a printer/print server

106. PRO WorkFlow Connector Used for transferring files along with any associated metadata across different computing platforms Metadata can be used to populate prebuilt scripts, JCL, and other process invocation methodologies in order to dynamically define the specific set of processes for that file Example: Receive file and metadata from PRO Workflow Server (as per previous example) move to the mainframe, re-block and place in the JES Spool with appropriate JES metadata such as FORM, CLASS, DEST, JOB ID, etc.

107. PRO Workflow: Differentiators Designed specifically to manage the unique data files and the associated metadata relevant to high volume transactional production work Support for mainframes as well as open systems, and can seamlessly move work across these different platforms if required We provide support to work with 3rd party, in-house and CrawfordTech applications

108. PRO Production Manager Integrates the capabilities of our other workflow products into a single platform Adds end to end process automation, tracking, process monitoring, statistics gathering and robust reporting capabilities Monitors and tracks every document through each electronic and physical workflow process at the mail piece and page level – even when multiple documents are merged into a single mail piece Provides detailed proof of process reporting for all of your compliance reporting needs.

109. PRO Production Manager: Differentiators Readily integrates into mixed vendor computing, printing and insertion environments Costly system, printing, insertion equipment and other upgrades are avoided Low acquisition, implementation and integration costs Reusable libraries mean process changes and new projects are implemented quickly and efficiently

110. Document Accessibility Services - Alternate Formats

112. Section 508 of the Rehabilitation Act

113. Section 504 of the Rehabilitation Act

114. Section 255 of the Telecommunications Act – Access for People with Disabilities

116. Canadian Charter of Rights and Freedoms

117. Access to Information Act

123. Standard software versus custom code for each client

124. Documented DRP policy and site security

125. PCI-DSS compliant facilities

126. Splits alternate format records from a complete print run if required

127. Can return large print for client to print and mail if required

128. End-to-end tracking and reporting of production process

129. Unparalleled production process and delivery quality controlEach sheet is bar coded and electronically reconciled to ensure each document is complete Option to utilize the USPS One Code Confirm service to track and validate delivery of the packages by the USPS via the IMB

130. Crawford TechnologiesCustomer Solution Snapshots

133. Extract the amount of white space, where is starts and what page(s) it was on

135. Per list of TIFFs provided by Salmat, add these to the page as AFP Page Segments

136. Result:Eight weeks to implement including 6 weeks of testing

138. Invokes the Xerox to AFP transform with appropriate config for that job, based on JES2 metadata such as CLASS, WRITER, FORMS

139. Put the resulting AFP file back on the spool, passing through delivery information, FORMS, WRITER name, etc.

140. Result:Approximately 15,000 different jobs converted in <3 weeks with no JCL or application changes….removed 50% of printer fleet

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