Postal Advocate manages the mailing and shipping spends for some of the largest organizations in North America. Most of the spend never touches a shipping center, is not a core shipping function (including documents, samples, computers, labs, etc.), and will be processed by end users with little experience. This creates unique challenges and opportunities for savings that often get missed. In addition, the world is changing and so is the way we communicate. Documents still need to be generated and processes need to evolve. At a corporate level, many organizations will use a third-party company to audit their carrier bills, looking for late shipments or items that do not adhere to their contract. Some entities may also use a service to help negotiate their rates. Where we see the biggest gap is the way the spend is managed inside the organization that can have the largest impact on costs. This webinar focused on the new technology and services available and the top things you can do to create better controls and help streamline your organization’s needs. Items We Will Cover: 1. The Evolution of Shipping & Mailing 2. Enterprise Visibility 3. Web Accessed/Cloud-Based shipping & mailing solutions a. Online Postage b. Enterprise Online Postage c. Multi-Carrier enterprise shipping and mailing 4. Administrative Challenges 5. Account Management 6. User Management 7. Rights Management 8. Case Management - Local Questions/Issues Resolution 9. Reporting 10. Rate Shopping 11. Address Validation 12. Single Sign-On 13. Best Practices and Tips

2. Background and Experience
Speaker: Adam Lewenberg
• President of Postal Advocate Inc.
– The only mail audit and recovery firm in the US and Canada
– Manage a portfolio of 128,000 pieces of mailing equipment for the largest
US companies.
– Speak and teach nationally on mail savings and industry trends.
• Former Industry Co Chair- Boston Postal Customer Council and Mail Systems
Management Association. CMDSS and MDC Certifications.
• Featured Writer for Mailing Systems Technology Magazine.
• Worked for one of the largest mailing vendors for over 17 years
– Director of national sales for presort, tabletop inserters, addressing
hardware/software and green offerings.
– Was one of the top 5 account managers nationally working with some of
the nations’ largest accounts.
May 18, 2022 2

3. What We’re Covering
• Future of Mail and Parcel - Dynamics
• Enterprise Visibility
• Equipment Savings Strategies
• Postage Savings Strategies
• Online Postage
• Multi-Carrier enterprise shipping and mailing
• The cost of “Free” Carrier Provided Systems
• Shipping Savings Strategies
• Rate Shopping
• Address Validation
• Certified Mail
• Single Sign On
• Central Administration Opportunities
• The Analysis
May 18, 2022 3

4. Future of Mail - Dynamics
• Remote workers is the new reality. This requires a new support model.
• Postage rates increasing at highest levels (Increases 2x per year as the norm).
• Shipping costs are increasing at higher rates and carriers are leveraging larger
increases at contract renewals due to capacity constraints.
• Most organizations have limited to no visibility on mail spends.
• Less mail expertise inside an organization including central mail ownership.
• Less mail in the office locations but still need convenience.
• Increased volume pushed to central hubs and outsource providers due to
complexity, postage discounts and automation levels.
• More volume pushed to FedEx ® and UPS® due to lack of other options
especially when no mail technology exists at a facility or for a remote worker.
• 70% of all meters need to be replaced due to USPS ® mandates by 2024 which
will cause clients to evaluate the value proposition for devices.
• Clients hate managing this category due to the complexities.
May 18, 2022 4

5. August 29, 2021 - Largest Increase in 10 years!
• Two rate changes in one year. USPS has stated this will happen every year
in the future. – 4-13% just announced for July 10, 2022!
• Many companies have not budgeted for these increases and may need to
find savings to offset these numbers.
May 18, 2022 5
Outsourced Mail Classes
Date
First-Class
Mail® Retail
Letters
First-Class
Mail® Metered
Letters
First-Class
Mail® Flats
First-Class
Mail® Auto
Letters
First-Class
Mail® Auto
Flats
Marketing-
Mail® Letters
Marketing-
Mail® Flats
7/10/2022 - Proposed 4% 8% 11% 7% 13% 6% 8%
8/29/2021 6% 4% 16% 8% 17% 8% 9%
Last 12 Mo Increase 10% 12% 27% 14% 30% 14% 17%
1/24/2021 0% 2% 0% 2% 7% 1% 9%
1/26/2020 0% 0% 0% 2% -4% 2% 4%
1/27/2019 10% 6% 0% 1% 2% 2% 5%
1/21/2018 2% 2% 2% 1% -2% 0% 5%
1/22/2017 4% -1% 4% 0% 0% -1% 2%
4/10/2016 -4% -4% -4% -4% -5% -4% -4%
5/31/2015 0% 1% 0% 2% 2% 1% 2%
1/26/2014 7% 5% 7% 6% 7% 6% 6%
1/27/2013 2% 2% 2% 2% 2% 2% 2%
1/12/2012 2% 2% 2% 3% 4% 2% 2%

6. Enterprise Shipping & Mail – 100% of all spends
May 18, 2022 6
Mail Equipment
and Postage
Gain visibility
and drive
savings on the
cost of mailing
equipment and
metered
postage run
through your
locations
Home and Small
Office Mail
Create a
simplified
process of
distributing,
printing and
accounting for
postage
generated in
small offices,
remote staff or
while travelling
for business.
USPS® Permit
Accounts
Simplify the
oversight, visibility
and access to
postage
processed through
direct USPS®
accounts used for
large mailing
projects and
Business Reply
Mail.
Find ways to
reduce the costs
on the accounts
and the postage
generated.
Outsourced
Mail Services
Gain
centralized
visibility to
outsourced
mailings and
Presort service
providers.
Drive savings
and optimize
contracts.
Expedited
Document and
Parcel Shipping
Implement the
proper tools
and oversight
to allow your
users to send
overnights and
parcels at the
lowest costs
with the fastest
delivery times.

7. Enterprise Visibility – Most Important Step
May 18, 2022 7
Mail Equipment
and Postage
Home and Small
Office Mail
USPS® Permit
Accounts
Outsourced
Mail Services
Expedited
Document and
Parcel Shipping
Savings cannot be generated without visibility to the current state. This is the process we recommend
to gain visibility and we will pull this together for any client at no charge to show them the savings
available.
• Request reports from mailing and shipping vendors including USPS®, UPS ®, and FedEx ®
• Look at accounts payable records for the main vendors and request specific copies of invoices.
• Create access to the vendors online portals to be able to view invoice details, contract terms, spends and
postage balances.
• Maintain an inventory system of equipment, transaction details, contracts, postage activities, changes and
notes.
• Measure changes over time.

8. Equipment Savings Process
May 18, 2022 8
Optimized Mailing Fleet Asset Management
1. Gain visibility to your equipment and spends.
2. Validate questionable charges.
3. Negotiate enterprise pricing and terms with fixed price packages.
Push for low end rentals to eliminate long term lease obligations.
4. Work with locations on equipment changes. – Most Important Step
5. Follow up that every transaction is completed.
6. Eliminate fees and overcharges
7. Maintain postage balances and claim lost funds.
8. Continual review to ensure savings.
This process leads to 30-70% savings!
Step 1
Work with location to
define requirements
Step 2
Request agreements
from vendors, review and
submit to client for
approval
Step 3
Notify location of
equipment changes and
next steps
Step 4
Follow up with each
location to make sure
changes occurred
Mail Equipment
and Postage

9. Postage Savings Process
May 18, 2022 9
• Use a postage meter or Online Postage to save $.05 per letter.
• Convert high volume Letters and Flats to Automation Classes –
up to 60% Savings!
• Up to 3.5 ounces for the price of 1 ounce!
• Fold flats for additional savings
• Faster delivery and automated address validation
• Convert Priority Mail® from Retail to Commercial to Plus (Requires
Online Postage)
• 16% average savings for Priority Mail®
• 15% average savings for Priority Mail® Express
• Convert First-Class Mail® Parcels from Retail to Commercial –
28% Savings (Requires Online Postage)
• User Electronic Return Receipt with Certified Mail - $1.25
Savings. (Requires Online Postage or meter subscription)
• Compare pricing across carriers for the best rate on each
package.
Mail Piece Examples
First-Class Mail®
Retail Single Piece
First-Class Mail®
Metered Single
Piece
Typical Presort
Service - First-
Class Mail®
First-Class
Mail® -
Automation
Marketing
Mail® -
Automation
Marketing
Mail® Non
Profit-
Automation
1 Ounce #10 Envelope $0.58 $0.53 $.461-.494 $.426-.485 $.277-.33 $.146-.199
3 Ounce Newsletter (6X9) $0.98 $0.93 $.461-.494 $.426-.485 $.277-.33 $.146-.199
8 Ounce Flat (9X12) $2.56 $2.56 $2.291-2.40 $1.955-2.291 $.745-1.061 $.503-.819
Post Card $0.40 $0.40 $0.335 $.306-.326 n/a n/a
Single Piece Rates Automation Mail with Barcodes
All savings
requires
visibility to the
spends to
drive change!

10. Evolution of Shipping & Mailing
• Approximate dates
2022-05-18 10
Parcel
Manifest
–
Web
Based
Parcel
Register
PC
Postage
Parcel
Manifest
–
PC
Based
Parcel
Manifest
(Scale
Based)
Postage
Meter
Postage
Stamp
2011
1999
1990
1985
1920
1840
PC
Postage
-
Web
Based
2015 2017
PC
Postage/Parcel
Manifest
-
Web
Based
PC
Postage
-
Enterprise
2007
Web based
technology has
created the
biggest jump in
adoption and
accessibility

11. Home and Small Office Mail
• Online Postage – Fastest growth segment of the mailing industry
• Inexpensive compared to postage meters and typical costs range from $10-30 per
month.
• Cloud based and can be accessed from any device.
• Easy to deploy and use – Within 10-15 business days, you can receive your login
credentials, a scale and starter labels. There are simple online tutorials to get you
started quickly.
• Visibility to all history and package tracking statuses.
• Some systems have multiple carrier options to process UPS®/FedEx®
• Significant postage savings –some newer postage meters may come with a Online
Postage subscription to get these rates. (Some newer mailing systems include Online
Postage to get these discounts).
May 18, 2022 11
Mail Type Stamps Postage Meter Online Postage Savings % Savings
1 Ounce Letter $0.58 $0.53 $0.53 $0.05 9%
1 Ounce Certified Mail with Return Reciept $7.38 $6.13-7.33 $6.13 $1.25 17%
5 Ounce First Class Parcel $4.80-5.20 4.80-5.20 $3.46-3.85 $1.34-1.35 26-28%
10 Ounce First Class Parcel $5.50-5.95 $5.50-5.95 $4.04-4.68 $1.16-1.27 21-22%
15 Ounce First Class Parcel $7.70-16.85 $7.70-16.85 $5.19-5.98 $2.51-10.87 33-65%
Priority Mail 1LB $7.70-16.85 $7.70-16.85 $7.16-14.25 $.54-2.60 7-15%
Priority Mail 5LB $10.60-47.95 $10.60-47.95 $8.20-41.46 $2.40-6.49 14-23%
Priority Mail 10LB $14.15-82.60 $14.15-82.60 $10.15-72.43 $4-10.17 12-28%
Priority Mail Express $26.75-62.85 $26.75-62.85 $23-54.05 $3.75-8.80 14%
Prices lower than available through postage meters.
Home and Small
Office Mail

12. Online Postage – How it Works
• Most common remote mailing solution
• Subscription model
• Print from any computer with an internet connection and a
printer
– Postage stamps
• Directly onto envelope (Along with destination and
return address)
• Stamp Sheets (Most common) – Purchased from PC
Postage provider
• Vendor provided label printer
– 4” x 6” - Shipping labels
• Regular paper (To be taped to the item or use
labelope)
• Avery type labels (Purchased from office supply
provider)
May 18, 2022 12

13. Cloud-Based Enterprise Options – Online Postage
Enterprise Online Postage is the same as standard Online Postage with the main difference
being how multiple locations can be controlled under a central administration license.
This offers the following benefits:
• Simplicity of onboarding new users
• Reporting on all location and user activities from a central dashboard
• Managing billing for subscriptions, supplies and postage
• Controlling user access (This includes removing users who are no longer active)
• Single Sign On - Some systems have this option to link to an active directory to
eliminate password management.
• If you have more than 10 locations using Online Postage, we recommend having
them controlled through an enterprise license.
May 18, 2022 13

14. Multi-Carrier Enterprise Mail and Shipping
• Similar to enterprise Online Postage but more focused on the shipping
– More robust rate shopping between carriers and service levels.
– Create rules that can be enforced automatically.
• Example: Only director levels have the ability to do 8:30AM shipments
that cost an additional $25 each.
• Example: Intercompany shipments default to 2 day or ground
shipments.
– Improved user management and reporting options.
– Enhanced single sign-on (SSO)
– Some systems provide the option to print postage stamps on the same
platform as packages.
– Multi-carrier capabilities provides leverage with carrier negotiations
– Some platforms can provide enterprise mailing capabilities for all locations
through one license making it accessible for everyone regardless of volume.
May 18, 2022 14

15. Why is it easier for a company to send a $15 Overnight
item than a $.53 letter?
May 18, 2022 15
UPS/FedEx USPS USPS
Current Current Proposed
Cost to Mail an Item Typically starts at about $10 Letters can be mailed for $.53 Letters can be mailed for $.53
Technology
Uniform web access - CampusShip
(UPS), UPS.com, FedEx.com
Varies by location - Postage Meters,
PC Postage, go to the Post Office to
purchase Stamps (Majority of users) Uniform web access
Where can they mail:
- Large Corporate offices Uniform web access Postage Meters Postage Meters
- Other company locations Uniform web access
Some will have postage meters or
PC Postage and others will need to
go to the Post Office to purchase
Stamps Uniform web access
- Remote workers Uniform web access
Go to the Post Office to purchase
Stamps Uniform web access
Visibility
Complete visibility on consolidated
invoices and dashboards
Limited and fragmented view to the
mail spends.
Complete visibility on consolidated
invoices and dashboards
Funding for Charges Pay after use
Typically prepay to fill a meter/pc
postage or to purchase stamps. Pay after use
Chargeback
Allocated by internal cost centers
from consolidated invoices
Fragmented based on the locations
metering technology, payment
method (check, credit card or
expense report)
Allocated by internal cost centers
from consolidated invoices

16. Multi Carrier Enterprise Mail and Shipping
• Employee-level access
• Multi-carrier rate shopping
• Single Sign On for simple user
management and control
• USPS capabilities including
• Commercial rates
• Electronic Return Receipt
• Optional stamp printing
• Simplifies visibility and oversight
Empowered Employees

17. The Cost of “Free” Carrier Provided Systems
Free Carrier Provided Systems limit leverage to switch shipping vendors when negotiating new
agreements due to the change management aspects of switching user to a new platform.
May 18, 2022 17
Category
Free Carrier Provided
Shipping Systems
Multi Carrier Shipping
Systems Impact
Carriers to compare and process Single
Multiple - UPS, FedEx,
DHL, USPS, LTL, Courier
4-12% Savings by rate shopping. Increased
leverage in carrier negotiations.
Compare Air to Ground on the
same screen No Yes
Largest area of savings due to guaranteed
Ground next day, two day delivery to local
zones.
Automatically flag as a
residential delivery No Some systems
Automatically adds the $5 residential fees
which are needed for better comparisons.
Ability to process USPS Priority
Mail® and First-Class® Parcel No Yes
Best for light weight items going to residences
or rural zip codes. Prices start at $3!
Ability to print USPS Stamps No Some systems
Ability to send a $.53 letter from the same
platform forcing premium services only for
required items.
USPS Certified Mail capabilities No Some systems
Can store up to 7 years of signature history and
save $1.25 per return receipt.
Single Sign On capable No Some systems
Eliminate password management and non
active employees from shipping.

18. Expedited Document and Parcel Shipping Savings Strategies
Most Organizations
• Contract Negotiations
• Freight Audit – Looking for late
shipments and items not billed at the
proper carrier rates
Proposed
• Continue with Contract Negotiations
and Freight Audit
• Provide tools for users to make the
best decisions at the point of
shipment.
• Find additional savings in your
existing spends.
– Identify the key issues.
– Create change management
– Educate and reinforce
– Continue to monitor and measure
May 18, 2022 18
Outside of shipping rooms, most of your packages are sent by desktop users
with little expertise and may need support to make the best decisions. This can
be done through technology, education, support and continual reinforcement of
best practices.

19. Administrative Challenges
Two Types of Shippers
Professional
• Trained around shipping process
• Core part of their job responsibility
• Systems and tools provided to optimize
• Traffic management reviews
• Primarily ground services for packages
• Continual education and improvement
Casual Users
• No formal training
• Only done when needed
• Typically use free carrier tools or airballs
• Little oversight and support
• Primarily overnight services for documents
• No formal education around best practices
May 18, 2022 19
This group can make up most of a company’s
shipping spend and needs the most support!
Greatest opportunity for savings!

20. Rate Shopping
May 18, 2022 20
Top Rate Shopping
Strategies
• Compare Air to
Guaranteed Ground
Service.
• Consider USPS® for light
weight residential or rural
zip codes.
• Create rules around 8:30
AM delivery to push for
10:30 or end of day
service.
• Make sure items are
properly coded as Letter
vs. Parcel.
• If it is a Parcel, make sure
the dimensions are
entered up front.
Zone Weight 2 3 4 5 6 7 8
NDA Early Ltr $57.33 62.97 72.15 75.47 76.36 81.38 83.69
1 $62.76 78.03 93.09 100.56 104.23 114.16 116.46
NDA Priority Ltr $8.95 $9.27 $11.93 $12.90 $13.15 $14.61 $15.28
1 $9.85 $14.58 $19.25 $21.56 $22.70 $25.78 $26.49
NDA Standard Ltr $8.78 $9.09 $11.32 $12.27 $12.52 $13.72 $14.35
1 1 $9.01 $12.27 $16.68 $18.73 $20.30 $22.06 $23.26
2Day AM Ltr $13.94 $14.40 $16.67 $20.49 $23.33
1 1 $14.51
2Day Ltr $10.22 $10.65 $10.67 $11.57 $13.48 $13.72 $14.00
1 1 $10.22 $10.67 $11.57 $13.48 $13.72 $14.00
3Day 1 $9.09 $9.27 $9.09 $9.64 $10.54 $10.58 $11.74
Ground 1 $7.96 $7.96 $7.96 $7.96 $7.96 $7.96 $8.13
USPS Priority Ltr $7.40 $7.40 $7.40 $7.40 $7.40 $7.40 $7.40
1 $7.16 $7.46 $7.67 $7.88 $8.34 $8.52 $8.80
USPS First Class Parcel Ltr (8 Oz) $3.46 $3.49 $3.51 $3.57 $3.58 $3.69 $3.85
1 $5.19 $5.23 $5.27 $5.42 $5.66 $5.81 $5.98
USPS does not charge:
Fuel Surcharges 9%
Residential Fees $4.95
Delivery Area Surcharges $3.25-5.90
Address Correction Fees $18
*Ground Service with the same or better day delivery performance

21. Rate Shopping Savings
May 18, 2022 21
Additional Savings Potential:
• Calendar view that shows days and times of delivery. Will
provide Ground and USPS options not seen before in the
current UPS CampusShip platform. Should make users
choose more cost-effective services.
• Residential and Delivery Area Surcharge fee visibility
moving items to lower cost services.
• Ability to generate $.53 letters vs. UPS at an average cost of
$7.12
Rate Shopping Savings Strategies
Carrier and Service Level Qty Previous New Savings
Annual
Estimates
Savings
%
% of Total
Shipment
Spend
Convert from Air to Ground 11177 $75,932 $53,129 $22,803 $273,636 30% 13.47%
USPS FC 1854 $17,099 $7,485 $9,614 $115,368 56% 5.68%
USPS Priority 586 $7,291 $5,222 $9,344 $112,124 128% 5.52%
Total Savings 13617 $100,322.00 $65,836.00 $41,760.63 $501,127.56 42% 24.67%
Additional Savings
Better rate shopping choices moving items to lower cost services.
Residential and Delivery Area Surcharge fee visibility moving items to lower cost services.
Ability to generate $.53 letters vs. $10 overnight

22. Address Validation
• The carriers charge $18 for each address correction.
• Oftentimes, the same address is charged this fee over and over because it is not edited in
the database.
• Use systems that force address corrections.
• Set a process to communicate address changes with the senders to make sure they make
changes in their databases for the future.
• Work towards having centralized office databases for internal packages.
• Monitor the change in behavior over time through reports and internal communications.
May 18, 2022 22
Frequency Count of Address Correction Count Fee
1 647 $11,646.00
2 140 $2,520.00
3 84 $1,512.00
4 44 $792.00
5 45 $810.00
6 6 $108.00
8 24 $432.00
9 18 $324.00
10 10 $180.00
13 26 $468.00
14 14 $252.00
Grand Total 1058 $19,044.00
Address Correction Summary

23. Certified Mail with Electronic Return Receipt (ERR)
- This can be part of a Multi Carrier Mail and Shipping platform.
Benefits of Electronic Return Receipt
• Save $1.25 by switching to an electronic version.
• Single database of all Certified documents to control most what has been delivered
and returned.
• Some systems will provide a Firm Mail Book (Manifest) that can be rubber stamped at
the USPS.
• Some systems automatically retrieve the return receipt signature files.
• Some systems will provide separate PDFs of all signature files to be indexed in the
clients imaging system to be stored with the client record
May 18, 2022 23

24. User Access and Single Sign-On
• Most companies rely on “Free” carrier provided tools (UPS CampusShip, UPS.com,
FedEx.com or ShipManager) that do not have Single Sign On and require users or
administrators to manage passwords.
Challenges:
– When users leave they are typically not removed from the system and could ship on
their own on your accounts.
– When new users join the company it is a manual process to get them set up.
• New enterprise web tools have Single Sign-On to make this easy.
– Typically set up by using a common field like email address or employee number.
– Automatic imports can be set up but still may require an administrator to add extra
linkages prior to import.
– Makes using the application easy because they do not have to remember passwords.
This adds to uniform acceptance.
– These systems still require administration support because approved user lists
need to be managed and linked to proper locations, cost centers and user
profiles.
May 18, 2022 24

25. Central Administration – Keys To Success
With users spread out at different locations, working remotely and with
different needs, how do you implement and manage these systems to
ensure success?
Requires Central Administration
1. Defining requirements
2. System implementation
3. Training
4. Onboarding users
5. Managing user access
6. Case and issue management
7. Monitoring usage
8. Reporting on key metrics
9. Quantifying savings
10.Expanding and promoting usage
May 18, 2022 25

26. New System Onboarding
• The success of the onboarding plan will determine the
systems internal acceptance and optimization.
• Do you have the right internal resources?
May 18, 2022 26
UPS.com
UPS
CampusShip FedEx.com DHL.com Stamps.com PB SendPro
Multi Carrier
Systems
ONBOARDING • • • • • • •
Create rollout plan • • • • • • •
Working through IT Issues • • • • • • •
Setting up system to client specifications • • • • • • •
Adding users • • • • • • •
Adding cost centers • • • • • • •
Ordering scales, label printers and starter
supplies • • • • • • •
Sending out first time user email and
instructions • • • • • • •
Running Educational Webinars • • • • • • •
Validating first time use - activation and
training • • • • • • •
Assisting with current equipment returns • • • • • • •

27. Who in your organization is managing the data?
UPS.com
UPS
CampusShip FedEx.com DHL.com Stamps.com PB SendPro
Multi Carrier
Systems
BILLING
Generating monthly invoices (Subscription,
postage adds and supplies) • • • • • • •
Validating charges are correct • • • • • • •
Customized internal billing to chargeback each
cost center based on usage and service fees • • • • • • •
Managing the differences between postage
added to each license to the actual postage
processed • • •
REPORTING
Creating ongoing reporting requirements • • • • • • •
Managing reports are being run and sent at
specific time periods • • • • • • •
Creating cost center chargeback reporting for
AP/Accounting Dept • • • • • • •
Defining thresholds that require attention and
managing these exceptions • • • • • • •
Creating custom reports - ongoing or ad hoc • • • • • • •
VISIBILITY
Providing online inventory of all locations and
account numbers. • • • • • • •
Updating spend data for each location • • • • • • •
Managing contract terms and end dates • • • • • • •
POSTAGE MANAGEMENT
Managing postage access and refill amounts • • •
Minimizing prepaid funds • • •
Validating proper postage chargeback • • •
Recovering unused funds from closed accounts • • •

28. Managing the Day-to-Day Requests
May 18, 2022 28
UPS.com
UPS
CampusShip FedEx.com DHL.com Stamps.com PB SendPro
Multi Carrier
Systems
ONGOING MANAGEMENT
Managing location, user rights and access • • • • • • •
Answering help questions • • • • • • •
Promoting system internally • • • • • • •
Adding new locations • • • • • • •
Adding new users • • • • • • •
Managing passwords, cost centers and address
changes • • • • • • •
Ongoing training and information • • • • • • •
Simplifying supply ordering • • • • • • •
Reaching out to contacts with no activity • • • • • • •
Purging inactive accounts and users • • • • • • •
Handling postage refund requests • • •
• What resources do you have internally making sure your users are supported?
• What level of training does your support staff have to manage these issues?
• How do users make requests and ensure they are completed?
• What documentation and reporting do you have about the requests throughout your
locations?

29. Case Management – Most important aspect of managing enterprise
May 18, 2022 29
• Dedicated client specific landing page
• Customized messages and links for common questions.
• Pull down menu for common carrier requests
• Once the case is submitted:
• Email is sent to Postal Advocate to start the process
• Email is sent to the requestor with a case number
• Activity is created and notes are entered into their location record.
• Resolutions are taken care of by Postal Advocate with communication to the
location and closure to the activity.
• All cases, activities, contacts and notes are stored for reporting and archiving.

30. Mail Analysis:
1. Letter of Authority – Giving us the
approval to research your mailing spends.
2. Any mail equipment reports you may
have – Current or Historical.
3. Accounts Payable Export of Mailing
Vendor Transactions – Postal Advocate
will provide a listing of vendor names.
4. Providing PDF copies of specific
invoices requested from the Accounts
Payable Export – We will try to limit this.
5. Shipping Spends - One month of
electronic invoice detail for UPS and FedEx
6. Meet with us to review the results
May 18, 2022 30
The only way to see if these solutions
make sense is to do a detailed
analysis of the current spends.
Here is our process for conducting an
analysis.

31. Summary
• Gain visibility to your mail spends as the most important way to reduce costs.
• Mail equipment and postage spends can be optimized with proper oversight.
• More and more people will be working remotely or in offices without mailing
solutions.
• Cloud-based tools are needed to support their mail and shipping needs.
• Online Postage can provide a way to mail from anywhere with an internet
connection and printer.
• Multi-carrier tools are available to rate shop for the lowest costs to send.
• Enterprise versions are available to manage all users on a single platform.
• All of these solutions create efficiencies and savings.
• For systems to be successful they need central administration and oversight.
May 18, 2022 31

32. Helping multi-location
organizations streamline
their mailing costs
Over 128,000 pieces of
equipment, managed
by Postal Advocate
Recovered over
$27,000,000
in lost postage, vendor
overcharges and fees
ENTERPRISE-WIDEMAILAUDITANDRECOVERY
OVER $73,000,000 IN CLIENT SAVINGS
$1.9M
56%
Average Client
Savings
Average Equipment
Savings
HOW WE DO IT
• 220+ years of industry experience
• Comprehensive web-based tool
providing visibility of all mail
and equipment spend
• Time Savings - Assistance
in fleet management
visit www.postaladvocate.com or call (888)977-MAIL(6245)

34. May 18, 2022 34
Contact: Adam Lewenberg - President
888-977-MAIL X 501
adam.lewenberg@postaladvocate.com
Questions?