Crawford Technologies Overview January 2011

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

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

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  • 1. Crawford Technologies Overview2011
    A presentation fromCrawford Technologies Inc.
    www.crawfordtech.com
    Follow, Like and Join us at
    about.me/CrawfordTechInc
  • 2. Agenda
    • Introductions
    • 3. Crawford Technologies Corporate Intro
    • 4. Product Overviews
    • 5. Enterprise Solution Scenarios
  • CrawfordTech Overview
    • Founded in 1995 and based in Toronto, CrawfordTech is a privately held global software and services company
    • 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
  • 7. CrawfordTech Overview cont’d
    • Since 2003, year-over-year double-digit revenue growth continues through both direct sales and partners, with over 700 customers globally, including:
    4 of the world’s top 5 auto manufacturers
    4 of the USA’s top 5 banks
    4 of the USA’s top 5 P&C insurance companies
    3 of the USA’s top 5 L&H insurance companies
    50% of direct sales are into service provider environments
    Recognized in 2010 by PROFIT Magazine as one of the top 100 fastest growing companies in Canada
    • Partners include OCE, InfoPrint Solutions, Oracle, Kern, LRS, EMC, IBM and more
  • CrawfordTech Differentiators
    Outstanding post-sale customer support
    Significant ongoing investment in R&D – building products and solutions based on customer requirements
    Active members of AFP Consortium, PDF/A & PDF/UA Competency Centre and ISO standards board
    Focused on core competencies
    Software is designed to easily integrate within existing workflows/processes via API’s or flexible command line
    Operating system, hardware platform and database agnostic
    We have all major O/S’s running in our facilities including a mainframe
    Sophisticated automated QA system 115K + nightly regression tests on all O/S platforms
    Flexible and easy to work with
    Competitive pricing
  • 8. CrawfordTech Support
    • Support staff average 15+ years in the industry
    60% EDPs / Master EDPs
    • Online knowledgebase
    • 9. 24x7 support available
    • 10. Phone/fax/email support
    • 11. Onsite severity 1 problem response if required
    • 12. Incident tracking system
    • 13. Documented escalation process
  • Product Overview
    • Print Stream Transforms
    • 14. Document Manipulation & Re-engineering
    • 15. File Concatenation
    • 16. Duplicate Checking
    • 17. Archiving & Retrieval
    • 18. Integration/Automated Workflow Products
    • 19. Enterprise IMB
    • 20. Document Accessibility Services - Alternate Formats
  • PRO Transforms: Problems Solved
    • Load balancing across multiple print platforms
    • 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
    • 27. Repurposing data
  • Print Stream Conversion:PRO Transforms
    • Convert Print Streams, Image & Line Data from one format to another
  • PRO Transform Plus:Indexer & Splitter Features
    • Splitter:
    Intelligently split to individual statements
    Intelligently split into multiple output files
    • Indexer:
    Extract information from print stream
    • For use in Filenames
    • 28. Creating external Index files
    • 29. Book Marks in PDF
    • 30. Writing TLEs, No Ops, etc
    • 31. Feeding other CrawfordTech functions
  • Print Stream Conversions: PRO Transform Differentiators
    • Object to object
    Provides text-based output, not full page images
    • Speed
    • 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
    • 38. Common approach and command set is consistent across all incoming print streams
  • ACME Wireless
    Customer Service
    1-800-111-2222
    *611 from you ACME Phone
    Mr. John Doe
    111 Main Street
    Town, ST, USA
    22222
    Statement Date: October 5, 2009
    Acct # 01001001001
    Phone Number 123-456-7890
    Account Summary
    Minutes $50.00
    SMS $10.00
    Data $25.00
    Subtotal $85.00
    Tax $8.50
    TOTAL $93.50
    See page 2 for detailed usage
    Please detach and send with your payment
    Mr. John Doe
    111 Main Street
    Town, ST, USA
    22222
    Statement Date: October 5, 2009
    Acct # 01001001001
    Phone Number 123-456-7890
    Amount Due $93.50
    Due By Nov. 1, 2009
    Page 1 of 3
    Customer Service
    1-800-111-2222
    Free Call *611 on your
    ACME Phone
    ACME Wireless
    Statement Date: October 5, 2009
    Acct # 01001001001
    Phone Number 123_456-7890
    Mr. John Doe
    111 Main Street
    Town, ST, USA
    22222
    Special Offer
    for our
    valued
    customers
    Renew your
    account new
    qualify for
    a free Iphone!
    Account Summary
    Usage Summary
    Minutes $50.00
    SMS $10.00
    500 GB Data $25.00
    Subtotal $85.00
    Tax $8.50
    TOTAL $93.50
    See page 2 for detailed usage
    Please detach and send with your payment
    Mr. John Doe
    111 Main Street
    Town, ST, USA
    22222
    Statement Date: October 5, 2009
    Acct # 01001001001
    Phone Number 123-456-7890
    Amount Due $93.50
    Due By Nov. 1, 2009
    Page 1 of 3
    Document Manipulation and Re-engineering Solutions
  • 39. Operations Express: Problems Solved
    • Enabling and supporting an ADF Strategy
    Postage reduction
    Ability to move work across different printer and inserter technologies
    Improve productivity of printer, inserter, staff
    Compliance with USPS IMB Strategy
    Automated reprint
    Improved mail piece integrity
    Creating MRDF-like files for downstream applications
  • 40. Transpromo Express: Problems Solved
    • Rapidly and inexpensively insert marketing content & color on transaction documents without re-composition:
    Remove hardcopy-oriented objects for electronic presentation
    Up-sell and cross-sell
    Enable your one to one marketing strategy
    Quickly and cost effectively adding color to legacy black & white applications
    Reduce time to market and implementation cost of transpromo strategy
    Retention and Regulatory communications
  • 41. Manipulating and Re-engineering Documents
    • PRO Document Enhancer - Operations Express: Optimizing Operations Processes
    Adding/Removing barcodes i.e., OMR, 2 of 5, 3 of 9, 2D, Postnet, IMB
    Filtering pages for reprint or QA purposes
    Extracting address blocks and other data
    Sorting (e.g. Postage Optimization)
    Streaming (e.g. Envelope size and weight breaks)
    Adding slip sheets
    • PRO Document Enhancer - Transpromo Express: Enhancing Document Content
    Detecting available white space and adding text and image based marketing content there
    Merging PDFs for marketing, regulatory or other informational purposes
    Adding PURLS
    Adding Color to Black & White applications
    Optional module (QR Express) to add dynamic QR codes
  • 42. Document Re-engineering & Manipulation:CrawfordTech Differentiators
    • Speed
    • 43. Support for all de facto print streams
    PCL, PDF, PS, AFP, Xerox LCDS/Metacode, Line data
    • Simple text based command language
    • 44. Platform independent
    Windows, Linux, Solaris, AIX, HP-UX, z/OS, z/Linux
    • Common approach and command set is consistent across all incoming print streams
    • 45. Development resource does not require detailed print stream knowledge
  • Print File Concatenation
  • 46. Pro Concatenator: Problems Solved
    • Improved printer and inserter productivity
    • 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
  • 51. PRO Concatenator
    • Combining multiple like type files or pages from various sources into a single file
    Intelligently concatenates any number of like type files from many sources into a single file
    Can specify which pages are pulled from each file and the sequence to be placed in
    Removes duplicate resources during concatenation
    Input file support includes PDF, PCL, Xerox, AFP, TIFF, line data
  • 52. PRO Concatenator: Differentiators
    • Platform independent
    Windows, Linux, Solaris, HP-UX and AIX, z/Linux
    • Wide range of supported input file types
    • 53. Ability to merge at the page level versus file level
    • 54. Resource management
  • Duplicate Checker
  • 55. PRO Duplicate Checker: Problems Solved
    • Eliminate cost of duplicate printing, inserting and mailing of full or partial runs
    • 56. Avoid the erosion of customer confidence and satisfaction of a duplicate mailing, particularly financial information
    • 57. Reduce financial risk of mailing cheques twice
  • PRO Duplicate Checker
    • Verify against a DB that a given mail piece has not already been processed
    • 58. Take action based on user parameters to fail the job or continue running but write an error message for each duplicate piece
    • 59. Updates the database of those that are processed that were not duplicates
  • PRO Duplicate Checker: Differentiators
    • OS and DB platform flexibility
    • 60. Tightly coupled with Operations Express via API
    • 61. Integrate with 3rd party applications via API
  • PRO Mail TrackerandPRO Unique ID Manager
  • 62. Problems Solved
    • Avoid building/maintaining in-house custom programs
    • 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
    • 68. Avoids wholesale environment change
  • IMB Solutions
    • Enterprise IMB provides a set of products to enable organizations to quickly and cost effectively be compliant with the USPS IMB strategy.
    Enterprise IMB Unique ID Manager
    Enterprise IMB Mail Tracking Facility
  • 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
  • 71. Differentiators
    • Software license versus ASP
    • 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
    • 77. DB flexibility
  • Archival & Retrieval
  • 78. PRO Dynamic Document Archive: Problems Solved
    • Lowers the cost of storage
    • 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
    • 86. Avoids incompatibility issues with Adobe PDF viewer versions and future industry formats
  • PRO Dynamic Document Archive
    • Scalable, single-source transactional customer communication archive and retrieval platform
    • 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
    • 90. Retrieves documents into PDF, PDF/A, AFP, Xerox, PCL, PS, HTML, TIFF, XML, PNG for print or presentment purposes
  • PRO Dynamic Document Archive: Differentiators
    • O/S, file system and database agnostic
    • 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)
    • 100. Unlimited scalability
  • Integration/Automated Workflow Products
  • 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
  • 102. PRO Workflow
    Simplify the integration and automate the production workflow of CrawfordTech, 3rd party and in-house batch programs:
    • PRO WorkFlow JES
    • 103. PRO WorkFlow Server
    • 104. PRO WorkFlow Connector
  • PRO WorkFlow JES
    Actively watches the JES Spool for jobs then extracts and executes defined processes on them
    Examples:
    Extract a Xerox formatted print job from the spool, convert it to AFP with a transform and place back on to the spool for printing/archiving
    Selects AFP print job from the JES Spool and ftp’s it to another computing platform such as PRO WorkFlow Server or other workflow solutions for further processing
  • 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
  • 111. DAS: Problems Solved
    • Enable customers to be compliant with following legislation:
    USA
    • Americans with Disabilities Act (ADA)
    • 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
    • 115. ADA Title III: Public Accommodations
    Canada
    • Ontarians with Disabilities Act (ODA)
    • 116. Canadian Charter of Rights and Freedoms
    • 117. Access to Information Act
    • 118. Personal Information Protection and Electronic Documents Act (PIPEDA)
  • DAS: Problems Solved (cont’d)
    • Improve customer service for visually impaired and print disabled clients by providing:
    Large Print
    • Properly formatted large print statements remove barriers (small print, multi-color, traditional layouts) for consumers that may be using enhancement devices
    Braille Grade 1 and 2 (un-contracted and contracted Braille)
    • Offering un-contracted and contracted Braille will meet the needs of your visually impaired consumers
    Audio
    • For visually impaired and print disabled consumers who do not read Braille, audio statements provide access via mp3 or WAV files
    e-Text
    • Formatted text files for consumers using assistive technologies such as Braille displays or screen readers, e-Text provides barrier-free access to the statement
  • DAS: Alternate Formats
    • DAS (Document Accessibility Services) produces and delivers alternate format output from standard print files in our PCI compliant production facility
    • 119. Industry standard print files produce alternate formats in English, French and Spanish
    Braille Grade 1 and 2
    • Embossed on 100lb, 8.5 by 11in. Braille paper using interpoint (duplex) technology
    • 120. Per industry standard, statements over 20 sheets are cerlox bound
    Large Print
    • Printed on 70lb, 8.5 by 11in. paper
    • 121. Per industry standard, statements over 30 sheets are spiral bound
    Audio
    • CD or DVD in MP3 or WAV, with both Braille and large print labels
    • 122. Cassette, with both Braille and large print labels
    e-Text
    • ASCII-formatted text file on CD or DVD, with both braille and large print labels
  • DAS: Differentiators
    • Supports the widest range of input formats
    • 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 control
    Each 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
  • 131. Large Service Bureau:Electronic Envelope
    • Problem:
    Bank customer wishes to turn off paper based statement yet continue to market to clients without changing the application or use of CMOD archive
    • Solution:
    Customer used Transpromo Express, PRO AFP to AFP w/Indexer, and PRO AFP to PDF Transform
    Index existing AFP file for retrieval purposes
    Load indexed AFP file into CMOD for standard archiving, viewing and reprinting processes
    Upon retrieval from CMOD, Transpromo Express is invoked to merge in full color paper stock replacement, terms & conditions, and PDFs representing the inserts that would have been in the client’s envelope. Customer is adding PURLs in next phase of project.
    Convert to PDF and deliver to client screen for presentment
    • Result:
    No change to applications or production processes, small archive files and high speed retrievals
  • 132. Large Service Bureau:Transpromo
    • Problem:
    Credit card issuer wants to present offers to select customers based on loyalty point threshold
    • Solution:
    Using Transpromo Express and PRO AFP Indexer, two passes on production print stream
    First pass: Determination
    • Extract customer name, address, rewards point balance, postal code, account number
    • 133. Extract the amount of white space, where is starts and what page(s) it was on
    • 134. Write this information to an external file for use against CRM system
    Second pass: Execution
    • Add AFP metadata to pages as TLEs to enable audit of TIFF images added to AFP page
    • 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
  • 137. Financial Services Merger
    • Problem:
    Two large financial services companies merge, each producing 150 million impressions/yr
    Both use similar printer hardware / models and run on MVS, JES2
    One is AFP and the other LCDS/Metacode
    Consolidate all the printing to one set of hardware and software solutions
    No application changes or JCL changes permitted: IT teams are too busy with their own integration efforts
    • Solution:
    Using PRO Meta to AFP and PRO Workflow JES
    • Workflow JES “wakes up” when an LCDS / Metacode job hits the SPOOL
    • 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
  • 141. Large Financial Institution:Merging External Documents
    • Problem:
    Print application creates PCL file
    Need to merge external hardcopy document (customer signed application) to create final document
    Final document needs to be printed and mailed as well as archived
    • Solution:
    Using PRO PCL Normalizer, Splitting feature, PRO Image to PCL Transform, PRO Concatenator and PRO PCL to PDF Transform
    Normalizing and splitting PCL files into individual statement files
    Customer scans hardcopy signed mortgage applications to create TIFFs
    Converting TIFFs to PCL
    Merging documents and imaged mortgage applications
    Converting to PDF for archive
    • Result:
    Substantial cost savings with merged documents and error free automated merging
  • 142. You’ve been watching:Crawford Technologies Overview2011
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