Name (18pt)
Title (14pt)
Mail Savings Opportunities
Adam Lewenberg
President
Helping multi-location
organizations streamline
their mailing costs
44,000 of pieces of
equipment, managed
by Postal Advocate
Recovered over
$2,000,000
in lost postage, vendor
overcharges and fees
ENTERPRISE-WIDEMAILAUDITANDRECOVERY
OVER $15,000,000 IN CLIENT SAVINGS
$500 K
52 %
Average Client
Savings
Average Equipment
Savings
HOW WE DO IT
• 200 + years of industry experience
• Comprehensive web-based tool
providing visibility of all mail
and equipment spend
• Time Savings - Assistance
in fleet management
Postal Advocate Update
• Started 8/1/2011 but worked solely on a Pitney Bowes project through the
end of the year.
• January 2013 – 10 Clients
• January 2014 – 23 Clients
• July 2015 – 43 Clients including Novitex (Former Pitney Bowes
Management Services)
Savings Statistics
• $15 million in savings since 2013.
• 55,000 pieces of mailing equipment under management.
• Average equipment savings 52%
• Lost Postage Recovered - $1,320,000
• Avoidable Fees and Overcharges - $520,652
July 6, 2015 3
Equipment Savings Process
1. Analyze Current Pricing
2. Help set standardized equipment rates.
3. Go site to site and define requirements and
show options available.
4. Implement renewals/terminations
5. Document new equipment, savings and
notes.
July 6, 2015 4
Customized Renewal Email
Eliminate Mailing Vendor Avoidable Fees
July 6, 2015 5
Monitor future invoices to validate they do not return.
Create online accounts on the vendors websites.
Link every location, account, meter and postage refill.
Document all savings and notes.
Identify avoidable fees and develop plans for their removal.
✓
✓
✓
✓
✓
1
2
3
4
5
While simplifying the billing and payable process
Postage
Refill Fees - Rentals $0-20 each
Postage Advance Fees Included or up to 1% of the Advance
Postage Advance Late Fees 0-15% of the Advance
Postage Advance Finance Charges 15% or higher APR
Overlimit Credit Charge Varies by Vendor
Annual Fee Rewards Program Varies by Vendor
Lease
Late Fees Varies by Vendor and Lease Value
Insurance - Leases Only
Varies by Vendor and Lease Value -
Automatic enrollment unless proof
insurance is provided.
Mailing System Fees
Postal Advocate 2013/4 Savings Stats
Savings Type # of Transactions Total Savings
Fee Savings: Late/Fin Charges 75 $86,867
Fee Savings: Loyalty Prog 270 $19,180
Fee Savings: Remove Insurance 868 $167,113
Other 11 $90,884
Total 1224 $364,044
Eliminate Mailing Vendor Overcharges
July 6, 2015 6
Continue to monitor future bills looking for overcharges.
Document all savings and notes.
Identify transactions being overcharged.
Format requests for refunds/credits.
Validate refunds have been received.
✓
✓
✓
✓
✓
1
2
3
4
5
We look at every invoice to make sure you are paying the correct rates.
Typical Vendor Overcharges
Invoices not giving national account discounts.
Meter, maintenance and rate change charges when included on a lease.
Bills for equipment from closed sites.
Reset and advance postage fees that should be included.
Loyalty points that go undredeemed or cashed in for personal use.
Postal Advocate Savings Stats 2013 to Today
Savings Type # of Transactions Total Savings
Vendor Credit: Equipment 248 $555,966
Recover Lost Postage from Dormant Accounts
July 6, 2015 7
Validate that funds have been received back.
Document all savings and notes.
Create online visibility to every postage account and refill.
Format vendor requests to validate funds.
Fill in refund request forms.
✓
✓
✓
✓
✓
1
2
3
4
5
We track down postage from terminated or forgotten meter accounts.
We have found over $2,000,000 in the
last 24 months mostly residing with the
mailing vendors.
The majority of funds we
find are still with the
mailing vendors.
Current Inventory Management Opportunities
• Simplifying the population reports.
• Seeing Pitney Bowes, Neopost, Hasler, FP and
Stamps.com spends in one place.
• Linking the inventory to invoices paid.
• Merging postage spends from to the site (Not just meter
number).
• Seeing all account numbers in one place.
• Validating that all invoices are billed correctly with your
corporate discounts.
• Flagging equipment that may no longer be used or
needed.
• Highlighting sites with inappropriate spend ratio’s
(Equipment/Postage)
July 6, 2015 8
Enterprise Advocate – Multi Location System - Dashboard
July 6, 2015 9
Highlights
• Simple access to all mail spends.
• Visibility to fees and savings.
• All account numbers are stored in one place.
• Simple to drill down to an individual location or invoice.
Spend Ratio
What are we
spending on the
equipment
compared to the
postage used.
The data above is for demonstrative purposes only. Data does not represent true spends and costs.
Enterprise Advocate – Multi Location System - Dashboard
July 6, 2015 10
The data above is for demonstrative purposes only. Data does not represent true spends and costs.
Enterprise Advocate – Multi Location System - Dashboard
July 6, 2015 11
Highlights
• Complete visibility to all
mailing spends by
location.
• Can see detail for
multiple vendors.
• All account numbers are
stored in one simple to
access place.
The data above is for demonstrative purposes only. Data does not represent true spends and costs.
Postal Advocate No Risk Savings Model
• We will do a detailed no cost or obligation
analysis outlining savings potential.
• Fees – 35% of any documented savings
(10% for State Unclaimed Funds)
– Only when the savings has been
implemented or funds recovered.
– Detailed savings statements and
invoices documenting each
transaction.
– Online visibility to all savings and
fees.
– No cost web based inventory
management system.
July 6, 2015 12
Free No Obligation Mail Analysis
• Completed in 2-3 weeks
• Outlines, spend and specific savings opportunities
• Minimal customer involvement
July 6, 2015 13
Savings Summary Locations Meter Rentals
Maintenance
Agreements
On Call
Maintenance Lease Total Postage Spend Ratio
0.00
Item Current 2015 2016 2017 Savings
Combined
Savings
Equipment Costs
Avoidable Fees
(Late Fees, Finance Charges, Equip Insurance, Loyalty Plans)
Contract Violations
(Supply, maintenance, meter discounts, overcharges)
Lost Postage Funds (Meter Accounts)
Lost USPS Permit Funds
Total $0 $0 $0 $0 $0 $0
Summary
 Visibility: We will provide you a web dashboard to all mail spends, applications and
pricing.
 Savings: We will be monitoring your account looking for savings in equipment and fees.
 Recovery: We will find and recover any lost funds or overpayments from
dormant/orphaned accounts.
 Simplicity: We will make mail related spends easy to manage.
 Support: We represent the best in the industry and will act as your advocate on all mail
related questions.
 Risk Free: You only pay us when we can document specific savings.
July 6, 2015 14
July 6, 2015 15

Postal Advocate Capabilities 2015

  • 1.
    Name (18pt) Title (14pt) MailSavings Opportunities Adam Lewenberg President
  • 2.
    Helping multi-location organizations streamline theirmailing costs 44,000 of pieces of equipment, managed by Postal Advocate Recovered over $2,000,000 in lost postage, vendor overcharges and fees ENTERPRISE-WIDEMAILAUDITANDRECOVERY OVER $15,000,000 IN CLIENT SAVINGS $500 K 52 % Average Client Savings Average Equipment Savings HOW WE DO IT • 200 + years of industry experience • Comprehensive web-based tool providing visibility of all mail and equipment spend • Time Savings - Assistance in fleet management
  • 3.
    Postal Advocate Update •Started 8/1/2011 but worked solely on a Pitney Bowes project through the end of the year. • January 2013 – 10 Clients • January 2014 – 23 Clients • July 2015 – 43 Clients including Novitex (Former Pitney Bowes Management Services) Savings Statistics • $15 million in savings since 2013. • 55,000 pieces of mailing equipment under management. • Average equipment savings 52% • Lost Postage Recovered - $1,320,000 • Avoidable Fees and Overcharges - $520,652 July 6, 2015 3
  • 4.
    Equipment Savings Process 1.Analyze Current Pricing 2. Help set standardized equipment rates. 3. Go site to site and define requirements and show options available. 4. Implement renewals/terminations 5. Document new equipment, savings and notes. July 6, 2015 4 Customized Renewal Email
  • 5.
    Eliminate Mailing VendorAvoidable Fees July 6, 2015 5 Monitor future invoices to validate they do not return. Create online accounts on the vendors websites. Link every location, account, meter and postage refill. Document all savings and notes. Identify avoidable fees and develop plans for their removal. ✓ ✓ ✓ ✓ ✓ 1 2 3 4 5 While simplifying the billing and payable process Postage Refill Fees - Rentals $0-20 each Postage Advance Fees Included or up to 1% of the Advance Postage Advance Late Fees 0-15% of the Advance Postage Advance Finance Charges 15% or higher APR Overlimit Credit Charge Varies by Vendor Annual Fee Rewards Program Varies by Vendor Lease Late Fees Varies by Vendor and Lease Value Insurance - Leases Only Varies by Vendor and Lease Value - Automatic enrollment unless proof insurance is provided. Mailing System Fees Postal Advocate 2013/4 Savings Stats Savings Type # of Transactions Total Savings Fee Savings: Late/Fin Charges 75 $86,867 Fee Savings: Loyalty Prog 270 $19,180 Fee Savings: Remove Insurance 868 $167,113 Other 11 $90,884 Total 1224 $364,044
  • 6.
    Eliminate Mailing VendorOvercharges July 6, 2015 6 Continue to monitor future bills looking for overcharges. Document all savings and notes. Identify transactions being overcharged. Format requests for refunds/credits. Validate refunds have been received. ✓ ✓ ✓ ✓ ✓ 1 2 3 4 5 We look at every invoice to make sure you are paying the correct rates. Typical Vendor Overcharges Invoices not giving national account discounts. Meter, maintenance and rate change charges when included on a lease. Bills for equipment from closed sites. Reset and advance postage fees that should be included. Loyalty points that go undredeemed or cashed in for personal use. Postal Advocate Savings Stats 2013 to Today Savings Type # of Transactions Total Savings Vendor Credit: Equipment 248 $555,966
  • 7.
    Recover Lost Postagefrom Dormant Accounts July 6, 2015 7 Validate that funds have been received back. Document all savings and notes. Create online visibility to every postage account and refill. Format vendor requests to validate funds. Fill in refund request forms. ✓ ✓ ✓ ✓ ✓ 1 2 3 4 5 We track down postage from terminated or forgotten meter accounts. We have found over $2,000,000 in the last 24 months mostly residing with the mailing vendors. The majority of funds we find are still with the mailing vendors.
  • 8.
    Current Inventory ManagementOpportunities • Simplifying the population reports. • Seeing Pitney Bowes, Neopost, Hasler, FP and Stamps.com spends in one place. • Linking the inventory to invoices paid. • Merging postage spends from to the site (Not just meter number). • Seeing all account numbers in one place. • Validating that all invoices are billed correctly with your corporate discounts. • Flagging equipment that may no longer be used or needed. • Highlighting sites with inappropriate spend ratio’s (Equipment/Postage) July 6, 2015 8
  • 9.
    Enterprise Advocate –Multi Location System - Dashboard July 6, 2015 9 Highlights • Simple access to all mail spends. • Visibility to fees and savings. • All account numbers are stored in one place. • Simple to drill down to an individual location or invoice. Spend Ratio What are we spending on the equipment compared to the postage used. The data above is for demonstrative purposes only. Data does not represent true spends and costs.
  • 10.
    Enterprise Advocate –Multi Location System - Dashboard July 6, 2015 10 The data above is for demonstrative purposes only. Data does not represent true spends and costs.
  • 11.
    Enterprise Advocate –Multi Location System - Dashboard July 6, 2015 11 Highlights • Complete visibility to all mailing spends by location. • Can see detail for multiple vendors. • All account numbers are stored in one simple to access place. The data above is for demonstrative purposes only. Data does not represent true spends and costs.
  • 12.
    Postal Advocate NoRisk Savings Model • We will do a detailed no cost or obligation analysis outlining savings potential. • Fees – 35% of any documented savings (10% for State Unclaimed Funds) – Only when the savings has been implemented or funds recovered. – Detailed savings statements and invoices documenting each transaction. – Online visibility to all savings and fees. – No cost web based inventory management system. July 6, 2015 12
  • 13.
    Free No ObligationMail Analysis • Completed in 2-3 weeks • Outlines, spend and specific savings opportunities • Minimal customer involvement July 6, 2015 13 Savings Summary Locations Meter Rentals Maintenance Agreements On Call Maintenance Lease Total Postage Spend Ratio 0.00 Item Current 2015 2016 2017 Savings Combined Savings Equipment Costs Avoidable Fees (Late Fees, Finance Charges, Equip Insurance, Loyalty Plans) Contract Violations (Supply, maintenance, meter discounts, overcharges) Lost Postage Funds (Meter Accounts) Lost USPS Permit Funds Total $0 $0 $0 $0 $0 $0
  • 14.
    Summary  Visibility: Wewill provide you a web dashboard to all mail spends, applications and pricing.  Savings: We will be monitoring your account looking for savings in equipment and fees.  Recovery: We will find and recover any lost funds or overpayments from dormant/orphaned accounts.  Simplicity: We will make mail related spends easy to manage.  Support: We represent the best in the industry and will act as your advocate on all mail related questions.  Risk Free: You only pay us when we can document specific savings. July 6, 2015 14
  • 15.