The document discusses the future of business mail and mailing technology changes. It summarizes that mail volume has declined across all categories as businesses transition to electronic communications. Rate increases by the USPS and carriers will continue to impact business mail costs. Mailing technology is shifting from postage meters to cloud-based online postage solutions which provide improved access, savings, and visibility across locations. Enterprise online postage allows centralized control and management of mailing activities for multiple office locations.

1. The Future of Business Mail
March 9, 2022

2. Adam Lewenberg - Background and Experience
• President/CEO of Postal Advocate Inc.
– The only mail audit and recovery firm in the US and Canada
– Manage a portfolio of over 181,000 pieces of mailing and shipping
equipment for the largest US companies.
– Speak and teach nationally on mail savings and industry trends.
• Former Industry Co Chair- Boston Postal Customer Council/Mail Systems
Management Association member. 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 nation’s largest accounts.
• Not affiliated with any mailing vendor - Unbiased advice.
March 9, 2022 2

3. What We’ll Cover:
1) Mail declines in different categories
2) The Impact of Rate Increases
3) Mailing Technology Changes
4) Future Predictions
5) Best Practices to Reduce Cost
March 9, 2022 3

4. Mail Decline
March 9, 2022 4
Year
First Class®
Mail - Single
Piece
% Change
First Class®
Mail Presort
% Change
Marketing
Mail
% Change Total % Change
2021 13,895,163 -9.2% 35,621,927 -1.8% 66,236,440 3.1% 115,753,530 0.1%
2020 15,172,441 -8.8% 36,246,494 -2.4% 64,180,125 -17.9% 115,599,060 -11.9%
2019 16,511,298 -5.7% 37,130,541 -1.9% 75,690,047 -2.1% 129,331,886 -2.5%
2018 17,460,477 -6.4% 37,833,487 -2.5% 77,305,661 -1.4% 132,599,625 -2.4%
2017 18,582,618 -6.0% 38,795,454 -3.0% 78,369,843 -3.3% 135,747,915 -3.6%
2016 19,705,721 -5.3% 39,943,145 -0.6% 80,929,933 1.0% 140,578,799 -0.3%
2015 20,741,368 -3.8% 40,174,244 0.0% 80,090,273 -0.4% 141,005,885 -0.8%
2014 21,524,319 -4.5% 40,193,317 -2.4% 80,374,260 -0.7% 142,091,896 -1.8%
2013 22,501,509 -6.3% 41,144,184 -3.4% 80,962,678 1.4% 144,608,371 -1.1%
2012 23,913,510 -8.9% 42,524,039 -4.6% 79,801,009 -6.1% 146,238,558 -6.1%
2011 26,035,071 -9.8% 44,494,498 -3.9% 84,691,971 2.6% 155,221,540 -1.4%
2010 28,584,912 -10.8% 46,225,386 -3.7% 82,524,693 -0.2% 157,334,991 -3.2%
2009 31,682,890 -11.6% 47,933,717 -8.3% 82,706,211 -19.8% 162,322,818 -14.8%
2008 35,355,570 -9.1% 51,935,871 3.8% 99,084,155 -4.5% 186,375,596 -3.1%
2007 38,565,956 49,978,441 103,516,112 192,060,509
Data in Thousands
From USPS® REVENUE, PIECES, AND WEIGHT BY CLASSES OF MAIL AND SPECIAL SERVICES Reporting
Primarily Outsourced
Done In-House

5. Primary Uses of First-Class Mail®
March 9, 2022 5
Invoices/Statements – This is the number one item that is mailed by businesses, and more are
moving to email and web presentment. Larger organizations are getting smarter about
consolidating or outsourcing this mail and moving to the First Class® Mail Presort category due
to its lower postage rates.
Checks – Many payments are moving to electronic ACH due to the speed and simplicity.
Payroll checks and direct deposit statements have been eliminated at most companies forcing
employees to access data on the web.
Marketing Mailings – Many companies used to sit around a table and prepare promotional
mailings, but this has been almost eliminated in the office environment. This mail has either
converted to email marketing or has been sent to an outsource provider who has the proper
equipment and staff to get the mail sent more efficiently at lower postage rates.
Day to Day Mail – This is the final category that makes up the miscellaneous items that need to
be sent out. This volume will continue to decline as more items are accepted electronically.

6. Future of Office Mail and Parcel
March 9, 2022 6
31.7 Million businesses in the US
4,300 Companies with over 25
locations totaling 2,574,547
locations
Estimated 700,000 postage
meters left in the US, 20% in
enterprise accounts (140,000).
Estimated 5% of enterprise
account locations have meters.
Limited access to mail services at
the majority of locations.
Lots of acquisition activity and
equity funding adding to growth in
the enterprise sector.
Companies need to support small
office and remote workers with
mail and parcel needs but do not
want to pay on a per location
basis for services.
Carriers are raising rates at the
fastest levels in history. USPS is
having multiple rate increases
annually. Need for clients to have
multi carrier rate shopping
options.
Most organizations have visibility
to UPS and FedEx but limited
USPS data. Free tools do not
have single sign on and difficult to
control users. Need better access
to USPS services. It is easier for
many locations to send a $10
FedEx than an $.53 stamp.
Mail vendors need more flexible
offerings to be able to capitalize
on this market including:
• Acquisition models
• Added value services
Biggest growth is going to be in
multi carrier model with
standardization and control across
the enterprise.
Solutions Need:
- Cloud access
- Limited IT resources
- Simple to implement/maintain
- Control users with full visibility
- Save money – Positive ROI

7. The Impact of Rate Increases
USPS®
– Largest increase in 10 years last
August at 6-10%
– Stated there will be 2 rate increases
annually.
– Rates tied to inflation which will make
this years’ some of the largest.
UPS®/FedEx®
– 6% increase in 2022
– Carriers are renegotiating their rates
with clients with huge increases.
– Client has less leverage in contract
negotiations due to limited competition
and carriers operating at full output.
– 13-15% Fuel Surcharges
March 9, 2022 7
Customers will need rate shopping tools that compare costs and service levels
throughout all providers as the only way to control costs.

8. August 29, 2021 - Largest USPS Increase in 10 years!
• Two rate changes in one year. USPS has stated this will happen every year
in the future
March 9, 2022 8
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
8/29/2021 6% 4% 16% 8% 17% 8% 9%
1/24/2021 0% 2% 0% 2% 7% 1% 9%
Combined 2021 6% 6% 16% 9% 25% 9% 18%
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%
Highest Volume

9. Increases – Parcel
UPS®
Next Day 8:30
AM
Next Day
10:30 AM
Next Day End
of Day
Two Day AM Two Day Three Day Ground
1-10 LB - Zone 2-4 (Inc Letter) 4.8% 7.4% 6.9% 6.5% 4.9% 9.9% 7.0%
1-10 LB - Zone 5-8 (Inc Letter) 4.7% 6.0% 5.8% 6.5% 4.9% 9.9% 7.0%
11-25 LB - Zone 2-4 5.7% 7.5% 7.1% 6.5% 4.9% 9.9% 5.9%
11-25 LB - Zone 5-8 5.3% 6.1% 5.8% 6.5% 4.9% 9.9% 5.8%
26-150 LB - Zone 2-4 5.2% 5.8% 6.3% 6.5% 4.8% 9.8% 5.5%
26-150 LB - Zone 5-8 6.2% 6.4% 5.9% 6.5% 4.9% 9.9% 5.8%
FedEx®
Next Day 8:30
AM
Next Day
10:30 AM
Next Day End
of Day
Two Day AM Two Day Three Day Ground
1-10 LB - Zone 2-4 (Inc Letter) 4.4% 7.4% 7.4% 9.7% 4.9% 9.9% 7.0%
1-10 LB - Zone 5-8 (Inc Letter) 4.6% 6.0% 6.0% 8.4% 4.9% 9.9% 7.0%
11-25 LB - Zone 2-4 5.6% 7.5% 7.5% 9.0% 4.9% 9.8% 6.4%
11-25 LB - Zone 5-8 5.3% 6.1% 6.1% 8.1% 4.9% 9.9% 6.0%
26-150 LB - Zone 2-4 5.2% 5.8% 6.5% 8.4% 4.8% 8.8% 5.6%
26-150 LB - Zone 5-8 6.1% 6.4% 6.1% 6.9% 4.9% 9.9% 6.1%
USPS®
Priority Mail®
Express Priority Mail®
1-10 LB - Zone 2-4 (Inc Letter) 5.0% 3.0%
1-10 LB - Zone 5-8 (Inc Letter) 9.0% 2.0%
11-25 LB - Zone 2-4 5.0% -14.0%
11-25 LB - Zone 5-8 10.0% -18.0%
26-150 LB - Zone 2-4 10.0% 10.0%
26-150 LB - Zone 5-8 13.0% 12.0%
Exceeded the overall UPS and FedEx 5.9% increase and USPS 2.7% increase
March 9, 2022 9

10. Mailing Technology Changes
• More online postage accounts than postage meters.
• Multiple options to process USPS, UPS and FedEx on single cloud
based platform.
• New solutions have Single Sign On to make controlling users easy.
• Systems are either sold by location or enterprise.
• Based on USPS compliance deadlines, approximately 70% of the
postage meters in the US will need to be updated by 2024. We
think many will move to online postage solutions.
• Everything is moving to the cloud for its ease of deployment, access
and management.
March 9, 2022 10

11. Online Postage
• Most common remote mailing solution
• Subscription model
• Print from any computer with an internet connection
and a 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)
– Postage stamps
• Directly onto envelope (Along with
destination and return address)
• Stamp Sheets (Most common) – Purchased
from Online Postage provider.
• Vendor provided label printer
March 9, 2022 11

12. 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 a week or two, 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 are including Online Postage to get
these discounts).
March 9, 2022 12
Mail Type Stamps Postage Meter PC 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.

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.
March 9, 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.
March 9, 2022 14

15. Why is it easier for a company to send a $10 Overnight
item than a $.53 letter?
March 9, 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. Comparing Costs
March 9, 2022 16
Weight Overnight 2 Day 3 Day Ground USPS Priority Mail® USPS First-Class® Parcel
Zone 2 - Local within 250 miles (Delivery Time Days) 1 2 3 1 1-2 1-3
0.5 LB Ltr $26.00 $21.00 $13.50 $9.50 $7.37 $3.76
1 LB $29.00 $21.00 $13.50 $9.50 $7.37 $5.49
Zone 4 - Half way across country (Delivery Time Days) 1 2 3 2-3 2-3 2-3
0.5 LB Ltr $39.00 $23.00 $17.00 $10.50 $7.75 $3.81
1 LB $55.00 $23.00 $17.00 $10.50 $7.75 $5.57
Zone 8 - Coast to Coast 1 2 3 2-3 2-3 2-3
0.5 LB Ltr $50.00 $35.00 $30.00 $12.00 $7.75 $4.15
1 LB $76.00 $35.00 $30.00 $12.00 $9.68 $6.28
Other Charges
Fuel Surcharge 13-15% 13-15% 13-15% 13-15% 0% 0%
Residential Fee $5.35 $5.35 $5.35 $4.85 $0 $0
Delivery Area Surcharges $3.55-6.50 $3.55-6.50 $3.55-6.50 $3.40-6.50 $0 $0
Saturday Delivery Fee $16.00 $16.00 $16.00 $4.00 $0 $0
Address Correction Fee $18-19.50 $18-19.50 $18-19.50 $18-19.50 $0 $0
Discounts Varies by Client Varies by Client Varies by Client Varies by Client
Minimum Service Fees Varies by Client Varies by Client Varies by Client Varies by Client
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.

17. Carrier Provided vs. Multi Carrier Shipping Systems
• The best way to reduce expenses is to have ways to compare the rates
across multiple carriers and service levels at the point of shipment.
• You need to have the right tools in place that help your end users make the
best decisions on a package-by-package basis because there are too many
factors to make unilateral decisions.
March 9, 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. Remote Printing
Remote workers will need online tools to print larger volume documents
at locations with the proper staff and technology.
This is done with online tools that work through virtual print drivers or
customized integration on larger jobs.
Two Main Options
1. Onsite production facilities (In-house) – Software needed to control
the process and workflow.
2. Professional mail service providers (Outsource) – Per job or
Subscription services available.
March 9, 2022 18

19. How Remote Printing Works
• Print Driver - Launches the user interface
• Dialog box shows your document with a box
to highlight where the address appears.
– The address needs to be in the designated area, or a
cover page can be generated.
– Addresses can be moved to fit a flexible area.
• Variable page printing is managed by
highlighting a changing variable
Example: Invoice Number
• Additional pages can be attached by adding
files.
Example – Special offer sheet
• Templates can be saved to re-run in the
future.
• Jobs are sent to a virtual print cue where a
central area prints and manages the output.
March 9, 2022 19

20. Benefits of Remote Printing
• Flexibility with output – Through the newest tools, they give the flexibility on how
the item is sent. This can include paper, or electronic client delivery as an email, fax
or text.
• Mail Integrity - Placing 2D barcodes on each page to make sure the proper number
of sheets are being inserted. This is especially important in variable page mailings
like invoices or statements.
• Address Validation - To ensure that each piece matches the USPS database.
• Mail moves faster from central automated processes.
• Mail tracking capabilities.
• Documents are archived for retrieval in a central repository.
• Postage discounts – As you can see in the chart below, moving mail from single
piece rates to automation with barcodes provides huge savings.
March 9, 2022 20
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

21. Onsite or Offsite?
Things to Consider:
1. Do you have any internal production facilities that can process mail
for the field locations?
2. Is there a risk to outsourcing your mail from a client or compliance
requirements?
3. What is the cost difference of insource vs. outsourced mailings?
4. How is a solution going to be managed?
5. Could there be a hybrid model where offsite mail services are used
for specific jobs, to manage peak periods or for disaster recovery?
March 9, 2022 21

22. Outsourced Print and Mail Services
• In the US, most (We estimate over 75%) of the mail is
processed through an outsourced mailer who has the
staff, equipment and expertise. This outsourcing
happened for the following reasons:
– USPS® rules got more difficult for automation discounts.
– Less mail expertise internally
– Improved levels of automation externally
March 9, 2022 22

23. Key Challenges with Outsourced Print and Mail Services
1) Lack of visibility
2) Variability in the rates paid for service fees and postage
3) Inconsistent level of detail provided on invoices
4) Lack of knowledge internally to leverage with suppliers
March 9, 2022 23

24. Invoice Detail Issue
• Every vendor provides different levels of detail on their invoices. Some
charge at the job level while others break down each fee.
• We recommend that you require vendors to provide the detail by fee so that
you can understand what you are paying to compare the rates
• If it is not on the invoice, request the detail on web portals or in emailed
backup detail reports.
March 9, 2022 24
By Job By Fee

25. Service Fee Variability
March 9, 2022 25
Was the job put out to
bid or was in an add on
project to an existing
provider?
Does the vendor have a
master service
agreement for continual
work at specific rates?
What is the quantity and
frequency of the
mailing?
What are the data
processing charges?
What type of stock is
used for paper and
envelopes?
How is it printed – Type
of printing technology
and color or black and
white?
How was the piece
prepared and could it all
be automated or was
their hand work or high
levels of personalization
that was required?
How was it mailed and
what level of postal
automation was used?
What third party
services were used for
presorting, mail
forwarding or shipping?
What was needed from
the data besides
mailing:
You will find huge variations in what is charged from one service provider to another.
These are the factors that have the greatest impact:
Because of the difficulties in comparing jobs, most organizations have little control
or knowledge of best rates.

26. Mailing Categories
Mailing Categories Description
Cost High to Low 1-5 (5
being the highest)
Material Paper, envelopes, Pre-printed stock. 3
Data Processing The cost to receive data files and turn it into its final version. 2
Mail Automation
Processing the mail list through postal software to meet the USPS®
requirements.
2
Printing Putting images onto paper 4
Mail Preparation Folding, Inserting, tabbing, inkjetting addresses, hand processing into final form. 4
Postage USPS costs to mail the item. This also includes Presort services. 5
Email The cost to divert the document to be emailed vs. printed. 2
Transportation
Moving mail to the USPS or closer to its final destination to reduce postage
costs.
1
Data Storage
Image creation, storage and retrieval typically for backup or to have e-
presentment.
3
Miscellaneous Other charges based on the specifics of your project. 1
March 9, 2022 26
We have developed a process that can simplify this by the following:
• Gain access to the fee level detail for all invoices.
• Log each line item to one of the categories above along with subcategories based
on the types of services used.
• Maintain the data over periods of time to be able to compare vendors and services.
• Benchmark rates and use the data for further negotiations and vendor selections.

27. Vendor
Strategies
We recommend running an RFP (Request for Proposal) to find
the best rates and service levels for your mailings.
• Build a defined template where it is easy to compare rates
on the main mail expenses.
• Include vendors that meet the following criteria:
– Can support your customers geographic areas at the
lowest costs:
• If all mail is local – find a local or regional
providers
• If mail is nationwide, look for providers that are
in the middle of the country or at desirable
postal hubs that can reach the majority of the
country in 2-3 day delivery.
– Are close to a major presort center.
– Are in low cost of living areas who can pass on the
savings in rates.
– Have the highest level of technology to support your
needs.
– Specialize in your main classes of mail or industry
vertical – Example: Bank Statements
– Have the value-added services you need.
• Compare the responders and request references.
• Review account management processes for customer
service and issue resolution.
• Look for discounts by consolidating higher volumes of mail
into fewer suppliers.
March 9, 2022 27
Year
First Class®
Mail Presort % Change
Marketing
Mail % Change
2020 36,246,494 -2.4% 64,180,125 -17.9%
2019 37,130,541 -1.9% 75,690,047 -2.1%
2018 37,833,487 -2.5% 77,305,661 -1.4%
2017 38,795,454 -3.0% 78,369,843 -3.3%
2016 39,943,145 -0.6% 80,929,933 1.0%
2015 40,174,244 0.0% 80,090,273 -0.4%
2014 40,193,317 -2.4% 80,374,260 -0.7%
2013 41,144,184 -3.4% 80,962,678 1.4%
2012 42,524,039 -4.6% 79,801,009 -6.1%
2011 44,494,498 -3.9% 84,691,971 2.6%
2010 46,225,386 -3.7% 82,524,693 -0.2%
2009 47,933,717 -8.3% 82,706,211 -19.8%
2008 51,935,871 3.8% 99,084,155 -4.5%
2007 49,978,441 0.2% 103,516,112 1.0%
2006 49,862,002 102,459,559
Data in Thousands
From USPS REVENUE, PIECES, AND WEIGHT BY CLASSES OF MAIL AND SPECIAL
SERVICES Reporting
Mail declines leads to
more competition

28. Presort Service Savings
March 9, 2022 28
Providing visibility to where you are using
presort today along with the classes of mail
(First Class, Marketing Mail or International),
sizes processed (Letters, flats, post cards
and parcels) rates charged, volumes
processed, and service standards used.
Increasing the scope of Presort – Finding
additional locations, classes of mail and
outsourced mailings that can qualify for
presort.
Reducing Rates - We do this by either
creating leverage positions with existing
providers or performing a request for
proposal to see what other service providers
can support your needs. We have a
database of all service providers nationally
and have the top experts in the country
helping manage this category.
Audit Invoices - Continual audit of all
presort invoices to validate that you are
being billed at contract rates. We apply for
refunds where applicable.
Rate Change – Each year the USPS
changes rates which may be altering the
profitability of your mail. Small % shifts
between the rate categories can lead to
huge profits for presort service providers.
When rates are not in their favor, they are
typically passed onto the client through their
annual rate addendums.
enterpriseAdvocate provides a central
repository for all mailings. We will
document all presort invoices in our system
to validate fees and to see changes over
time. This data can be shared in a secure
environment to those that require access.

29. Best Practices
• Enterprise options should be used where possible to give you room to grow
and expand.
• Analysis needs to be done to justify these solutions which involves getting
details to the core data of the current applications.
– Mail volumes
– Package spends
– Savings areas
• Change Management - Support may be needed on implementation and
promoting use inside your organization.
• Ongoing support may be needed to manage the administration aspects of
these systems. The core areas are:
– First responder to questions
– User administration
– Reporting of activities and spends
– Billing validation of the system and usage
March 9, 2022 29

30. 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
March 9, 2022 30

31. Case Management – Most important aspect of managing enterprise
March 9, 2022 31
• Client specific landing page
• Customized messages and links for common questions.
• Drop down menu for common carrier requests
• Once the case is submitted:
• Email is sent to the requestor with a case number including Postal
Advocate customer service
• Activity is created and notes are entered into the 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.

32. Summary – Enterprise Mail Management
March 9, 2022 32
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.

33. The Analysis
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.
• Need the details to the current spends including:
– Mailing equipment and postage
• Any current mailing vendor provided reports.
• Accounts payable export of the key mailing vendor names including USPS.
• Limited request of PDF invoices from the AP export file.
• Log information to the vendor’s websites to gain full detail.
– Shipping Spends
• One month of electronic invoice detail for UPS and FedEx
• File should have line-item detail by tracking number.
• Should include accessorial charges.
• Current issues and challenges
• We typically turn this around in 2-3 weeks at no charge or obligation.
March 9, 2022 33

34. Summary
• Essential mail is moving electronic but at a slow rate.
• Mail is becoming more efficient, moving away from single piece to other discount mail classes,
most of which is outsourced.
• Promotional targeted mail is still an effective means to reach clients, but generic content like
newsletters and announcements are moving to email.
• Technology is moving to the cloud where mail can be generated either physically with online
postage or can be moved to production facilities where it can be sent in the most efficient ways.
• Single piece mail volumes will continue to decline at 6-9% annually. Production mail will
decline at slower rates
• Postal and Shipping rates will increase at faster levels with a need to rate shop for the most
optimal service.
• There is a need to have enterprise-wide visibility to mail and parcel spends to be able to control
costs and optimize services.
March 9, 2022 34

35. Helping multi-location
organizations streamline
their mailing costs
Over 181,000 pieces of
equipment, managed
by Postal Advocate
Recovered over
$24,000,000
in lost postage, vendor
overcharges and fees
ENTERPRISE-WIDEMAILAUDITANDRECOVERY
OVER $68,000,000 IN CLIENT SAVINGS
$1.9M
58%
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)

37. Sign Limited Agency
Agreement/Kick-Off Call.
Provide copies of vendor
invoices, AP export,
location list,
equipment inventory list.
Present savings opportunities
and get client approval.
Postal Advocate provides
ongoing support,
manages renewals, billing
and vendor compliance.
Provide enterprise visibility of
all spend, costs and
documented savings
through enterpriseAdvocate.
Provide client log-in.
1 2
3
4 5 6
HOW IT
WORKS
Work with current vendor to build population
report, contract terms/start/end dates,
postage volumes, costs.
Analyze spend, check for contract
compliance, billing errors, vendor
fees/overcharges, lost postage.
Identify savings opportunities.
Submit vendor credit requests,
lost postage forms and
eliminate avoidable fees.
Negotiate pricing. Create catalog.
Work with locations -
asset validation, rightsize, termination…
Full implementation of savings.
visit www.postaladvocate.com or call (888)977-MAIL(6245)
Conduct Analysis
NO COST – AUDIT PHASE CONTRACTED CLIENT

38. March 9, 2022 38

39. March 9, 2022 39