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Ernie Crawford, M-EDP
Crawford Technologies Inc.


33+5 THINGS YOU CAN DO
WITH A PRINT FILE BESIDES
PRINTING IT
Why not follow us on Twitter, Like us on Facebook and
join our LinkedIn Group.

Links to all of these available at crawfordtech.com/about




                                Xplor International Webinar   June 22, 2011   1
Introducing Crawford Technologies
 Founded in 1995 and based in Toronto, CrawfordTech is a privately
  held global software company
 On PROFIT 100 list of fastest growing companies in Canada
 Core competency is in transaction print stream and document
  production software, including:
      Automated Document Factory and Integrity solutions
      Document Re-engineering solutions
      Print stream conversions/transform solutions
      Document Archive Solutions
      Document integration/workflow solutions
      Document Accessibility Services
Agenda

• Print Files defined
• What do you want to do with them?
• Why would you want to?
• How to accomplish these 38 objectives?
Print Formats
Why would you want to do anything
other than print these files?
• Deal with printer obsolescence
• Extract data from them for integrity and tracking
  purposes
• Look at them for proofing purposes
• Make changes before you print them
    • Transpromo, optimization, barcodes, etc.
•   Save them for the future
•   Mail optimization for cost savings
•   Address document accessibility requirements
•   Multi-channel distribution
Printer obsolescence

 Output to new printers
 Distribute print
 Centralize print
 Load balance across multiple printers
 Extend the lifetime of older printers
 Standardize print architecture and printers
 Extend life of legacy applications


               Xplor International Conference & Vendor Forum   April 5-7, 2011   6
Print Stream Transforms
 Convert from one print format to another
   Typically automated with spooler or workflow tool
Extract data
 Document Integrity tracking and reporting
 Document tracking
   Automated Document Factory
   Intelligent inserters
 Indexing print file
   Reprint
   Archive indexing and management
 Extract for reconstruction
   Recomposition or storage in XML/CSV

                  Xplor International Conference & Vendor Forum   April 5-7, 2011   8
Document Reengineering
 Add bar codes
 Add QR Codes for multi-channel
    communications
   Add Intelligent Mail Barcodes
   Postal Sortation
   Add finishing information (tray pulls,
    etc.)
   Index for ADF
   Create print run manifests for file-
    based inserters & Post Office
Document Reengineering

   Means making changes
    to bills, statements and
    other mission-critical
    transactional customer
    communications post-
    composition.
   Provides the ultimate in
    flexibility for the printing
    and mailing of
    transactional customer
    communications that are
    created using legacy print
    streams.
Automated Document Factory
                           and
             Document Integrity Solutions

 Audit
 Automated reprint
 Track for compliance
  purposes
 Ensure duplicates are
  not printed and mailed
 Cross reference to
  ensure printing has
  been done and on time
Document Accessibility Services
Extract content and convert into Alternate Formats:
 Braille
 Large Print
 Audio
 eText
 Accessible
  PDF
 Mobile formats
  for smart
   phones
Archive Management Solutions

    Keep documents for later usage
•    Archive & view
•    Enterprise Content
     Management (ECM)
•    Report Output
     Management
•    eDelivery
•    Electronic Envelope
•    Digital Postal Mail
Commingling and Combining
•   Combine multiple
    print files
•   Extract pages and
    combine with other
    pages from other
    print files
•   Commingling
•   House-holding
Transpromo Document Re-engineering




  Go from this …       … to this …
Transpromo Document Re-engineering
    •   Remove hardcopy-oriented objects for electronic presentation
    •   Adding color to legacy black & white applications
    •   Detect available white space to apply text and image-based marketing content there
    •   Merge PDFs for marketing, regulatory or other informational purposes (Printserts)
    •   Add PURLS (personalized URLs)
    •   Add QR codes to direct smart-phone savvy customers to relevant offers and info
    •   Add color to black & white applications




Go from this …                                                                              … to this




                            for a fraction of the traditional cost
Streaming
 Multi Channel Distribution
 Suppressing hardcopy for customers taking
  alternative delivery methods
 Providing documents the way each customer wants
  them
Providing documents the way each
               customer wants them
•   Print Stream Transforms
•   Document Reengineering
•   eDelivery
•   Document Accessibility Services
38 Things you can do with print files besides printing
   Output to different devices                    •   eDelivery
   Embed pages in other applications              •   Electronic Envelope – combine inserts in
   Extract information for indexing purposes          electronic document
   Extract information for reconstruction         •   Archive & view
   Add bar codes                                  •   Store in ECM
   Add QR Codes for multi-channel                 •   Report Output Management System
    communications                                 •   Combine multiple print files
   Add Intelligent Mail Barcodes                  •   Extract pages and combine with other
   Postal Optimization                                pages from other print files
   Add finishing information (tray pulls, etc.)   •   Commingling
   Index for ADF                                  •   House-holding
   Create print run manifests for file-based      •   Redesign/Reformat
    inserters & Post Office                        •   Compliance formatting and content changes
   Automated reprint                              •   Change to/from duplex/simplex
   Track for compliance purposes                  •   Transpromo
   Ensure duplicates are not printed and          •   Replace white space with 1:1 targeted
    mailed                                             messages and graphics
   Accessibility                                  •   Convert to color
   Alternate formats (Braille, Large Print,       •   Printserts
    Audio, eText, Accessible PDF)                  •   Multi Channel distribution
   Digital Postal Mail                            •   Mobile delivery
   Suppress printed versions of mail pieces       •   Provide documents the way customers want
   Ensure duplicates are not printed & mailed         them
Tools and Techniques

• Print Stream Transforms
• Operational Document Re-engineering
• Automated Document Factory/Document
    Integrity/Production Management Systems
•   Document Accessibility Services
•   Archive Management Systems/ECM Integration
•   Commingling and print file combining software
•   Transpromo Document Re-engineering
•   Streaming
Summary
•   In the current economy, successful organizations are leveraging their
    Print Files to do more with less, and are becoming the shining lights in
    the industry
•   Using Document Re-engineering and Print Stream Transforms, many
    organizations are leveraging their Print Streams to achieve many
    innovative, successful and profitable mileposts with minimal
    investments
•   This includes leading edge initiatives such as Transpromo, Document
    Integrity Solutions, Archive, Online Viewing, and Electronic Document
    Distribution
•   Document Accessibility Services can address the percentage of
    customers with disabilities allowing you to address100% of your
    customers
•   Many critical and even profitable initiatives can be accomplished
    quickly and easily without the need for massive amounts of capital
    investment or architecture redesigns
Ernie Crawford, M-EDP
Crawford Technologies
+1 416-923-0080
ernie@crawfordtech.com
WWW.CRAWFORDTECH.COM



33+5 THINGS YOU CAN DO
WITH A PRINT FILE BESIDES
PRINTING IT



                         Xplor International Webinar   June 22, 2011   22

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  • 1. Ernie Crawford, M-EDP Crawford Technologies Inc. 33+5 THINGS YOU CAN DO WITH A PRINT FILE BESIDES PRINTING IT Why not follow us on Twitter, Like us on Facebook and join our LinkedIn Group. Links to all of these available at crawfordtech.com/about Xplor International Webinar June 22, 2011 1
  • 2. Introducing Crawford Technologies  Founded in 1995 and based in Toronto, CrawfordTech is a privately held global software company  On PROFIT 100 list of fastest growing companies in Canada  Core competency is in transaction print stream and document production software, including:  Automated Document Factory and Integrity solutions  Document Re-engineering solutions  Print stream conversions/transform solutions  Document Archive Solutions  Document integration/workflow solutions  Document Accessibility Services
  • 3. Agenda • Print Files defined • What do you want to do with them? • Why would you want to? • How to accomplish these 38 objectives?
  • 5. Why would you want to do anything other than print these files? • Deal with printer obsolescence • Extract data from them for integrity and tracking purposes • Look at them for proofing purposes • Make changes before you print them • Transpromo, optimization, barcodes, etc. • Save them for the future • Mail optimization for cost savings • Address document accessibility requirements • Multi-channel distribution
  • 6. Printer obsolescence  Output to new printers  Distribute print  Centralize print  Load balance across multiple printers  Extend the lifetime of older printers  Standardize print architecture and printers  Extend life of legacy applications Xplor International Conference & Vendor Forum April 5-7, 2011 6
  • 7. Print Stream Transforms  Convert from one print format to another  Typically automated with spooler or workflow tool
  • 8. Extract data  Document Integrity tracking and reporting  Document tracking  Automated Document Factory  Intelligent inserters  Indexing print file  Reprint  Archive indexing and management  Extract for reconstruction  Recomposition or storage in XML/CSV Xplor International Conference & Vendor Forum April 5-7, 2011 8
  • 9. Document Reengineering  Add bar codes  Add QR Codes for multi-channel communications  Add Intelligent Mail Barcodes  Postal Sortation  Add finishing information (tray pulls, etc.)  Index for ADF  Create print run manifests for file- based inserters & Post Office
  • 10. Document Reengineering  Means making changes to bills, statements and other mission-critical transactional customer communications post- composition.  Provides the ultimate in flexibility for the printing and mailing of transactional customer communications that are created using legacy print streams.
  • 11. Automated Document Factory and Document Integrity Solutions  Audit  Automated reprint  Track for compliance purposes  Ensure duplicates are not printed and mailed  Cross reference to ensure printing has been done and on time
  • 12. Document Accessibility Services Extract content and convert into Alternate Formats:  Braille  Large Print  Audio  eText  Accessible PDF  Mobile formats for smart phones
  • 13. Archive Management Solutions Keep documents for later usage • Archive & view • Enterprise Content Management (ECM) • Report Output Management • eDelivery • Electronic Envelope • Digital Postal Mail
  • 14. Commingling and Combining • Combine multiple print files • Extract pages and combine with other pages from other print files • Commingling • House-holding
  • 15. Transpromo Document Re-engineering Go from this … … to this …
  • 16. Transpromo Document Re-engineering • Remove hardcopy-oriented objects for electronic presentation • Adding color to legacy black & white applications • Detect available white space to apply text and image-based marketing content there • Merge PDFs for marketing, regulatory or other informational purposes (Printserts) • Add PURLS (personalized URLs) • Add QR codes to direct smart-phone savvy customers to relevant offers and info • Add color to black & white applications Go from this … … to this for a fraction of the traditional cost
  • 17. Streaming  Multi Channel Distribution  Suppressing hardcopy for customers taking alternative delivery methods  Providing documents the way each customer wants them
  • 18. Providing documents the way each customer wants them • Print Stream Transforms • Document Reengineering • eDelivery • Document Accessibility Services
  • 19. 38 Things you can do with print files besides printing  Output to different devices • eDelivery  Embed pages in other applications • Electronic Envelope – combine inserts in  Extract information for indexing purposes electronic document  Extract information for reconstruction • Archive & view  Add bar codes • Store in ECM  Add QR Codes for multi-channel • Report Output Management System communications • Combine multiple print files  Add Intelligent Mail Barcodes • Extract pages and combine with other  Postal Optimization pages from other print files  Add finishing information (tray pulls, etc.) • Commingling  Index for ADF • House-holding  Create print run manifests for file-based • Redesign/Reformat inserters & Post Office • Compliance formatting and content changes  Automated reprint • Change to/from duplex/simplex  Track for compliance purposes • Transpromo  Ensure duplicates are not printed and • Replace white space with 1:1 targeted mailed messages and graphics  Accessibility • Convert to color  Alternate formats (Braille, Large Print, • Printserts Audio, eText, Accessible PDF) • Multi Channel distribution  Digital Postal Mail • Mobile delivery  Suppress printed versions of mail pieces • Provide documents the way customers want  Ensure duplicates are not printed & mailed them
  • 20. Tools and Techniques • Print Stream Transforms • Operational Document Re-engineering • Automated Document Factory/Document Integrity/Production Management Systems • Document Accessibility Services • Archive Management Systems/ECM Integration • Commingling and print file combining software • Transpromo Document Re-engineering • Streaming
  • 21. Summary • In the current economy, successful organizations are leveraging their Print Files to do more with less, and are becoming the shining lights in the industry • Using Document Re-engineering and Print Stream Transforms, many organizations are leveraging their Print Streams to achieve many innovative, successful and profitable mileposts with minimal investments • This includes leading edge initiatives such as Transpromo, Document Integrity Solutions, Archive, Online Viewing, and Electronic Document Distribution • Document Accessibility Services can address the percentage of customers with disabilities allowing you to address100% of your customers • Many critical and even profitable initiatives can be accomplished quickly and easily without the need for massive amounts of capital investment or architecture redesigns
  • 22. Ernie Crawford, M-EDP Crawford Technologies +1 416-923-0080 ernie@crawfordtech.com WWW.CRAWFORDTECH.COM 33+5 THINGS YOU CAN DO WITH A PRINT FILE BESIDES PRINTING IT Xplor International Webinar June 22, 2011 22