The Electronic Envelope:
           Moving to Comprehensive Electronic
                   Delivery Channels
              ...
Agenda

      • The Electronic Envelope: Concept &
        Benefits
      • Enabling the Electronic Envelope
      • Q&A

...
The Electronic Envelope:
                       Concept & Benefits




Slide 3 of 17
Copyright © 2009 by Crawford Technolo...
Addressing Multiple
                           Delivery Channels Seamlessly
      Transactional Customer
     Communicatio...
Multi-Channel Communication Issues

      • Regulatory issues
            – Missing T&C, legal notices
      • Marketing i...
What Is An Electronic Envelope?
      • An electronic representation (most often
        in PDF format) of the paper based...
Electronic Envelope Benefits
     • Regulatory
           – All T&C and other legal/regulatory statements
             are...
Electronic Envelope Benefits
     • Marketing
           – Consistent branding, messaging
                  • Color can be...
Enabling
                     The Electronic Envelope




Slide 9 of 17
Copyright © 2009 by Crawford Technologies and Naut...
Electronic Envelope
                         Implementation Considerations
      •    Dynamic marketing
      •    Retriev...
Electronic Envelope
                                    Implementation Options

      • Process then Store
            – P...
Implementation Options
     Process then Store                                            Store then Process
          Dyn...
Case Study




Slide 13 of 17
Copyright © 2009 by Crawford Technologies and Nautilus Solutions
Business Need

      • Bank needed to integrate statements with
        EBPP payment management
            – 15+ products...
Results

      • Project in production in 7 months from
        inception
      • First 8 months loaded 300,000 statements...
Summary
      • The Electronic Envelope allows you to
        communicate with your customers how they
        want while ...
Q&A

               Visit Crawford Technologies in
                       the exhibit area


Slide 17 of 17
Copyright © 20...
Upcoming SlideShare
Loading in …5
×

Electronic Envelope - 2009 Document Strategy Forum

2,699 views

Published on

The Electronic Envelope: Moving to Comprehensive Electronic Delivery Channels

Presented at the Document Strategy Forum October 2009 in Chicago

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
2,699
On SlideShare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
9
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Electronic Envelope - 2009 Document Strategy Forum

  1. 1. The Electronic Envelope: Moving to Comprehensive Electronic Delivery Channels Stephen D. Poe representing Crawford Technologies Document Strategies Forum Chicago 6 October 2009 Slide 1 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  2. 2. Agenda • The Electronic Envelope: Concept & Benefits • Enabling the Electronic Envelope • Q&A Slide 2 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  3. 3. The Electronic Envelope: Concept & Benefits Slide 3 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  4. 4. Addressing Multiple Delivery Channels Seamlessly Transactional Customer Communication Documents Mail Web Electronic Envelope™ Slide 4 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  5. 5. Multi-Channel Communication Issues • Regulatory issues – Missing T&C, legal notices • Marketing issues – Difficulty in maintaining common look-and- feel, branding, messaging – Missing hardcopy inserts, messages – Electronic medium offers more functionality than hardcopy Slide 5 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  6. 6. What Is An Electronic Envelope? • An electronic representation (most often in PDF format) of the paper based customer communication envelope including: – Transaction/correspondence details – Color letterheads – Terms and conditions – Marketing, regulatory & other information/offers whether: • printcerts/coupons printed as part of the document • placed into the envelope during the insertion process Slide 6 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  7. 7. Electronic Envelope Benefits • Regulatory – All T&C and other legal/regulatory statements are included • Functional – Allows the call center to view exactly what the customer received – including T&C, inserts – Tracks when the electronic envelope is opened (with ‘invited pull’ model) – Improves navigation experience – Improves understanding and retention of Slide 7 of 17 contents Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  8. 8. Electronic Envelope Benefits • Marketing – Consistent branding, messaging • Color can be added at very small incremental cost – Highlight or emphasize existing offers, create deeper & more personalized offers • Take advantage of electronic medium functionality – Utilize URLs/Personalized URLs • Customized web-based offers, prefilled for this customer – Inserts • Duplicate same inserts as are in hardcopy envelope • Add additional inserts without the ‘additional ounce’ cost penalty Slide 8 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  9. 9. Enabling The Electronic Envelope Slide 9 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  10. 10. Electronic Envelope Implementation Considerations • Dynamic marketing • Retrieval speed • Processing power • Storage space • Compliance • Batch reprints • Backward compatibility with Adobe • Future presentment formats Slide 10 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  11. 11. Electronic Envelope Implementation Options • Process then Store – Pre-process/re-engineer all documents in the print file – Store in ECM/archive system – Retrieve as needed • Store then Process – Store the original print file in ECM – Retrieve as needed – Modify/convert documents retrieved on the fly Slide 11 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  12. 12. Implementation Options Process then Store Store then Process Dynamic marketing Dynamic marketing Retrieval speed Retrieval speed Processing power Processing power Storage space Storage space Compliance Compliance Batch reprints Batch reprints Backward compatibility Backward compatibility with Adobe with Adobe Future presentment Future presentment formats formats Slide 12 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  13. 13. Case Study Slide 13 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  14. 14. Business Need • Bank needed to integrate statements with EBPP payment management – 15+ products in initial roll-out – Over 250K customers • Wanted to re-create the hardcopy envelope – Pre-print, T&C, Intelligent inserts • Needed rapid display times – < 4 seconds Slide 14 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  15. 15. Results • Project in production in 7 months from inception • First 8 months loaded 300,000 statements • Met or exceeded customer expectations – Currently being expanded to additional products Slide 15 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  16. 16. Summary • The Electronic Envelope allows you to communicate with your customers how they want while increasing your marketing capabilities • Choose your implementation approach & software carefully to avoid future issues & unnecessary costs • Implementation requires some customization but most of the solution is available in commercial products Slide 16 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions
  17. 17. Q&A Visit Crawford Technologies in the exhibit area Slide 17 of 17 Copyright © 2009 by Crawford Technologies and Nautilus Solutions

×