USPS Commercial Mailer Journey Map

1 USPS Commercial Mailer Journey MapLearn to view transac...
Author: Theresa Lucas
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1 USPS Commercial Mailer Journey MapLearn to view transactions and know where mail is in the mailstream Learn shipping and mailing solutions Mail Preparation Mail Acceptance Pay for mailing Delivery World Class Customer Support Across All Channels Guided Solutions Prepare Mailings with Intelligent Barcodes and eDoc Payment Easily enter mailing Processing & Tracking  Know when a package is delivered Business Solution Centers Feedback

2 Future of Mail End-to-End Visibility Multi-Solutions GuidanceInteractive Connectivity Enhanced Data Analytics Simplified Returns Multi-Solutions Guidance Modern and Secure Payment Offerings Streamlined Drop-off & Acceptance In today’s increasingly digital world; the average person spends 28% of the workweek reading and responding to  (McKinsey Global Institute 2015). The Postal Service remains a vibrant and critical player in communications; helping businesses grow, and connecting people and communities worldwide. Remember, mail is America's original social media. Our physical delivery of mail and packages to America’s homes and businesses is the core function of the Postal Service, and is a fundamental need of the American people. As we look to the future, we see a world that is increasingly interactive, connected – and frankly, “smart.” The good news is that our industry has a key role to play in that digital future as mail is multi-generational, hyper-customized, tactile, intelligent and response driven.

3 USPS Commercial Mailer Journey MapBusiness Customer Gateway PostalPro Business Solution Centers Learn to view transactions and know where mail is in the mailstream Learn shipping and mailing solutions Mail Preparation Mail Acceptance Pay for mailing Delivery World Class Customer Support Across All Channels Guided Solutions Prepare Mailings with Intelligent Barcodes and eDoc Payment Easily enter mailing Processing & Tracking  Know when a package is delivered Feedback

4 Business Customer Gateway (BCG) / USPS.com Integration

5 BCG Dashboard Easy access to user-specific services and reportsUser-selected insights Drill into detailed reports Promotions Recommend additional services based on user profile and business

6 Menu = Postal Wizard or other most used servicesBCG Dashboard Wireframe Menu = Postal Wizard or other most used services Promotions Promotions

7 PostalPro™ Centralized, integrated user experienceReduced need for assisted help & call centers Leverage analytics to enhance search capabilities Users not exposed to multiple sites

8 Business Solution CentersWestern Denver Des Monies Kansas City Las Vegas Phoenix Great Lakes Milwaukee, Michigan Metro, St. Louis Portland Omaha Saint Paul Salt Lake City Seattle Northeast New York Eastern Louisville Pittsburgh Cleveland Columbus Philadelphia Pacific Los Angeles, Santa Anna, Sacramento San Diego Cap Metro Charlotte Coming Soon to Cap Metro Southern Houston, Dallas, Tampa, Tallahassee, North Texas In-Depth Training Mailing Tools and Resources One Stop Solution Solicit Customer Feedback Richmond, Suburban Maryland, Norfolk, Atlanta, Greenville, Raleigh, Dulles, Northern Baltimore, Southern Maryland, Virginia Current Locations Future Locations

9 USPS Commercial Mailer Journey MapFull-Service Unique IMbs Electronic Documentation Mailer Scorecard Learn to view transactions and know where mail is in the mailstream Learn shipping and mailing solutions Mail Preparation Mail Acceptance Pay for mailing Delivery World Class Customer Support Across All Channels Guided Solutions Prepare Mailings with Intelligent Barcodes and eDoc Payment Easily enter mailing Processing & Tracking  Know when a package is delivered Feedback

10 Full-Service Mailer ScorecardMailer IDs in the IMcb,IMtb, & IMb must be valid and registered with the USPS Error Type: Invalid MID in IMb, IMtb, IMcb Unique Barcodes IMcb,IMtb, & IMbs must be unique across all mailings from all mailers over the previous 45 days Error Type: IMb, IMtb, IMcb is used more than once in 45 days The Entry Facility for a container or handling unit must be a valid Postal Service location Error Type: Locale Key or Postal Code aren’t a USPS facility The Service Type ID in the IMb must be valid and correct for the class and service level of the mailpiece Error Type: Invalid STID in IMb By/For –The mail owner and preparer must be accurately identified in the eDoc Error Type: Missing or Invalid Mail Preparer/Mail Owner Unlinked Copal - All trays/virtual sacks marked for co-palletization at origin must have corresponding eDoc linking to a pallet Error Type: Tray is marked for copalletization but is not later associated to a pallet

11 USPS Commercial Mailer Journey MapPayment Modernization Single, secure centralized payment Online set-up and account management Phase 1 live for PO Boxes, Caller, and Reserve Services By December, ACS, PC Postage, and PostalOne! Learn to view transactions and know where mail is in the mailstream Learn shipping and mailing solutions Mail Preparation Mail Acceptance Pay for mailing Delivery World Class Customer Support Across All Channels Guided Solutions Prepare Mailings with Intelligent Barcodes and eDoc Payment Easily enter mailing Processing & Tracking  Know when a package is delivered Feedback

12 (Caller/ Reserve Services)Payment Modernization Account Management PostalOne! PO Boxes (Caller/ Reserve Services) Stamps

13 Payment Modernization MigrationMailer will collect and validate Permit and current Payment Account information Identify their user to manage initial EPS and PostalOne! account setup Verify that user is a registered BCG user with ability to manage permits in PostalOne! Provide CRID/user ID/ to USPS USPS provides EPS invitation code to grant first user access as EPS BSA User creates Enterprise Payment Account (EPA) EPS will assign an EPA, or choose to reuse CAPS account number Select Payment Method If Trust, fund the account using an electronic deposit to make a deposit at RSS If Debit, securely enter bank account information and online -- check selected bank account for micro-debit transactions to validate access User link permits to transition payment to designated EPA A few things of note for PostalOne! users: After the pilot, mailers will schedule migration within their organization at their own pace (i.e. by office, by region, all at once – whatever works for them) Debit customers will see transactions aggregated daily 7 days a week; CAPS is currently M-F only Local Trust customers will be able to consolidate to a single trust rather than maintaining multiple local accounts Online permit creation will allow a user to create a new permit, link it to EPS, and pay fees online in a single BCG session

14 Payment Modernization Customer ReportsDashboards & Reports – by Product/Service Transaction Dashboards & Reports – by Product/Service Detail Dashboards & Reports – by Product/Service Dashboards & Reports – by Product/Service Summary Dashboards & Reports Enterprise Payment provides reports consolidating all transactions with USPS products and services Summary reports are also available from each specific application (e.g. EPOBOL, PostalOne!) Summary reports provide additional detail based on the transaction information provided from the application Users have the ability to save and share frequently-used reports Users have the ability to save and share frequently-used reports

15 USPS Commercial Mailer Journey MapeInduction Unique IMcb Paperless entry at USPS plants Mailer Scorecard Learn to view transactions and know where mail is in the mailstream Learn shipping and mailing solutions Mail Preparation Mail Acceptance Pay for mailing Delivery World Class Customer Support Across All Channels Guided Solutions Prepare Mailings with Intelligent Barcodes and eDoc Payment Easily enter mailing Processing & Tracking  Know when a package is delivered Feedback

16 eInduction Mailer ScorecardeDoc must be submitted using Mail.dat, Mail.XML or Postal Wizard IMcbs must be unique across all mailings/mailers over the previous 45 days. IMcbs must be removed from eDoc if they are not produced eInduction indicator must be set to Y in the Mail.dat or Mail.XML file. Postal Wizard users indicate eInduction when entering postage statement Containers must not be included on paper 8125/8017 when flagged for eInduction Containers should not be flagged as eInduction if not participating in the program Zone Error Type: Container includes mail that claims the wrong zone price Payment Error Type: IMcb was included in eDoc but the eDoc was never finalized Undocumented Error Type: No eDoc with the IMcb AND MID in IMcb is registered for eInduction Duplicate Error Type: Same IMcb was scanned on different appointments Misshipped Error Type: Container was entered at the wrong facility per the MDF. Checks the overall container destination zip and entry facility type Entry Point Discount Error Type: Container includes mail that claims an entry discount that’s invalid at the entry location

17 USPS Commercial Mailer Journey MapSeamless Acceptance Automates checks of mail quality Mail Processing Equipment scans Sampling Mailer Scorecard Move Update Address Quality using Mail Processing Equipment scans Automated Package Verification Mail Processing Equipment scans to check payment quality Learn to view transactions and know where mail is in the mailstream Learn shipping and mailing solutions Mail Preparation Mail Acceptance Pay for mailing Delivery World Class Customer Support Across All Channels Guided Solutions Prepare Mailings with Intelligent Barcodes and eDoc Payment Easily enter mailing Processing & Tracking  Know when a package is delivered Feedback

18 Seamless Acceptance Mailer Scorecard90% or more of all eligible pieces must be part of a Full-Service mailing The following eDoc methods must be used Mail.dat, Mail.XML or Postal Wizard Unique Barcodes must be applied to all containers, all handling units and mailpieces. All barcodes must be included in eDoc Participate in eInduction (if applicable) “MPE” Data – obtained from MPE scans and/or eDoc Undocumented Error Type: IMb was scanned and can not be found on any eDoc Delivery Point Error Type: Last 11, 9, or 5 digits of the IMb (the delivery point) do not exist as a delivery point in the USPS Nesting/Sortation Error Type: Piece was placed on a different tray or bundle than was included in the eDoc Postage Error Type: Postage Payment Method or Postage Affixed amount on piece different than included in the eDoc Weight Error Type: Piece weight is different than was included in the eDoc Barcode Quality Error Type: Piece had a unscannable barcode and was included in a mailing that only had automated price pieces Mail Characteristic Error Type: Piece was paid at Standard Mail price but the content should make it a First-Class piece OR piece is paid at a Non-Profit piece but the content should make it a Regular price piece Nesting/Sortation Error Type: Piece was placed on a different container, tray, sack, or bundle than was included in the eDoc “Sampling” Data - obtained from Sampling

19 Move Update Address Quality Census Measurement and Assessment ProcessMove to census-based verification Results shown in Mailer Scorecard Applies to ANY eDoc Submitter w/ FS volume the month after first mailing full-service Free ACS for basic automation/Non-automation (95% FS volume) Updated process for monitoring FS volume Quarterly monitoring of FS volume for mailers receiving free ACS on basic pieces If FS volume drops < 95% for a given quarter, mailer will be removed from free ACS in next billing cycle Mailer will be reenrolled if 95% threshold is met in subsequent month New proposed draft posted to PostalPro Official version will be released through an FRN and open for a 30 day review period

20 Streamlined Mail Entry PackagesAPV Invoice postage based on package characteristics Reduced Costs Less delays in mail delivery Flexible drop-off hours not dependent on origin facilities Increased Efficiency Document and pay postage electronically Automated Mail Quality Validation Online access to manifest Improved Feedback Mail Quality Reports Simplify end-of-month process Leverages improves scales and data capture

21 Improve the customer shipping experienceAutomated Package Verification Goal Improve the customer shipping experience MPE Scans Check Manifest Package Quality Launching August 1 for PC Postage Packages Platform for the Future Automated Billing Automated Returns Pay as you go Manifest Improvements Eliminate Delivery Delays Process Capture Weight, Packaging, Dimensions on MPE Check against Manifest Notification of Shortpaid Accurate Scales Auto-Dimensioning Barcode Capture

22 USPS Commercial Mailer Journey MapBulk Quality Data Informed Visibility All mail quality errors Mailer Scorecard Coming this summer - Redesigned Mailer Scorecard Learn to view transactions and know where mail is in the mailstream Learn shipping and mailing solutions Mail Preparation Mail Acceptance Pay for mailing Delivery World Class Customer Support Across All Channels Guided Solutions Prepare Mailings with Intelligent Barcodes and eDoc Payment Easily enter mailing Processing & Tracking  Know when a package is delivered Feedback

23 Informed Visibility® (IV®) Mail Tracking & Reporting ApplicationStreamlined Mailer Bulk Quality Data Informed Visibility® (IV®) Mail Tracking & Reporting Application Subscribe to daily/weekly/monthly data feed to receive mail quality reports Mail quality data for Full-Service, eInduction, Seamless Acceptance, and Move Update Convenient access to comprehensive error/warning data through a single source.

24 Enhancing Access to Information & Providing Rich Data and AnalyticsUSPS Mailer Scorecard Redesign (proposed) Simplified Interface Customized View Trend Based Reporting Streamlined Information Enhancing Access to Information & Providing Rich Data and Analytics

25 USPS Commercial Mailer Journey MapLearn to view transactions and know where mail is in the mailstream. Learn shipping and mailing solutions. Mail Preparation Mail Acceptance Pay for mailing. Delivery World Class Customer Support Across All Channels Guided Solutions Prepare Mailings with Intelligent Barcodes and eDoc Payment Easily enter mailing. Processing & Tracking  Know when a package is delivered. Business Solution Centers Validation & Feedback

26 Current State Future State (June 2017Informed Delivery: Mailer Participation Current State vs Future State Current State Future State (June 2017 2 submission options: via (manual) using an Excel file or via PostalOne!. Mailers must work closely with the Informed Delivery Program Office (IDPO) prior to submitting a campaign to ensure content is complete and accurate Informed Delivery Campaign Portal will provide mailers with a self-service channel to create, manage, and view the results of Informed Delivery campaigns New submission process combines PostalOne! Mail.dat option, Will decrease mailers' reliance on the IDPO and better enable the service to scale

27 Informed Delivery RMR file allows mailer to provide URL for image or link to be shown to the consumer in the daily digest Up to two different images and one click-through URL can be provided RMR Content Type RMR Value C URL of Representative Image A URL of Ride-along Image B URL of Click-through for Ride-along Image O Opt-out from Informed Delivery

28 Mail Acceptance Roadmap InitiativesDevelop Package Platform Payment Modernization Onboarding & Account Management Enhance Letter/ Flat Platform Phase 1: Automated Package Verification Phase 1: Payment of PO Boxes One Payment Account: Phase 1: Shipping Service Permit Actionable Feedback Phase 1: Mail Quality Data through IV Phase 2: Easy Returns Phase 2a: ACS, PC Postage One Payment Account: Phase 2: Retire Permit Fees and Enable Single Account Actionable Feedback Phase 2: Refresh Mailer Scorecard UI Phase 3: Click-N-Ship Business Pro (BP) Phase 2b: Click-n-Ship Business Pro Simplify Customer Experience: Phase 1: Improve USPS.com and BCG integration Phase 2: Provide a guided onboarding experience Seamless Acceptance Phase 1: Mailer Onboarding Phase 4: Seamless packages eDoc Simplification Phase 1: Provide Pricing File to Mailers Phase 2c: NCMS via Commercial Postal Store Improve Identity & Management Phase 1a: Bulk MID for Packages Phase 1b: Correct CRID-Permit linkage Phase 2: Customer self-service for MIDs & CRIDs (inc. hierarchy) eDoc Processing Phase 1: Simplified and faster reversals Phase 2: Enhanced eDoc Upload Phase 3: Commercial Letters and Flats PO! Roadmap Initiatives Seamless Acceptance Phase 2: Use Images & OCR Phase 3: Develop Mailer Profile Analytics Final Pain Point Feedback eDoc Simplification Phase 2: UPE integration for pricing Phase 3: Transition to postage receipt Phase 4: Refresh Postal Wizard and Dashboard UI Phase 5: SKU and Container based eDoc Phase 6: Broker service across eDoc types Phase 1 (Starts in FY17) Future Phase (Sequencing in Process) 28 Actionable Feedback Phase 3: Integrated report UI across all classes

29 Automated Capture of Package AttributesEasy Returns Will simplify the customer experience for the return product Automated package attribute capture with automated scan events will trigger payment for accurate customer pricing and billing Automated Capture of Package Attributes Automated Invoicing

30 Informed Delivery: PostalOne! SubmissionOnboarding & Testing Mailers are requested to conduct testing in the PostalOne! and Informed Delivery Customer Acceptance Testing (CAT) environment prior to submitting the production jobs Contact Customer Acceptance Testing office at and the Informed Delivery Program Office at Features Informed Delivery processes campaign data from PostalOne! for jobs that are submitted using Mail.dat PostalOne! eDoc Mail.dat jobs mailing groups must contain IMb data that is linked with campaign data either at component (Mail.dat file: CPT) level or directly at piece level (Mail.dat file: PDR/PBC) Informed Delivery applies a campaign to all pieces mailed that fall in the lower and upper IMb serial range that is identified within eDoc Campaign data (Mail.dat file: RMR) and associated piece data (Mail.dat file: PDR/PBC/CPT) can be updated until and with the Ready to Pay submission Note: Current implementation of Informed Delivery does not support Replace Target URL to display or be a part of the campaign in the Informed Delivery notices nor on the consumer dashboard. Replace Target URL though is used as a field value to identify a campaign; it is assumed that Replace Target URL value would need to be the same across pieces for a given campaign

31 appendix Informed Delivery: PostalOne! SubmissionMail.dat Specification Updates Mail.dat files and fields that support Informed Delivery Campaigns are described below. REFERENCEABLE MAIL RECORD - .rmr Field Name Position Length Data Type Descriptions Job ID 1 – 8 8 *k A/N (Zero fill prior to numeric, if numeric only). See Header File’s Job ID definition. RMR ID 9 – 30 22*k Key field, same ID data/value as the key fields for CPT or PDR, or PBC record that this record should be linked to. One of the following three values can be used: PBC – PBC Unique ID, right justify and zero fill; PDR – Piece ID; CPT – Component ID .(zero fill prior to numeric, if numeric only) RMR ID Type 31 – 31 1*k N Field to link to a piece through PDR or PBC or to link to a version through CPT. P = PDR, B= PBC, C = CPT Type of the record (CPT, PDR/PBC) that the RMR ID (this record) represents. RMR Content Type 32 – 32 Field to capture the type of RMR content. RMR content can either be a URL of a media image that is supported by browsers or a target URL that will be placed as a Hyperlink for the media/image. Details of the codes will be available in the USPS Technical Guide for Mail.dat Values: A, B, C, D, O Content Type A and Content Type B are a pair, likewise Content Type C and Content Type D are a pair. A = Content Type A (could be the URL of an image source or other media that is supported by browsers). B = Content Type B (could be a target URL or other media that is supported by browsers, this value when provided will in most cases pair with value of A=Content Type A. A record of A=Content Type A should be present in the file when B=Content Type B is used). C = Content Type C (could be the URL of an image source or other media that is supported by browsers). D = Content Type D (could be a target URL or other media that is supported by browsers, this value when provided will in most cases pair with value of C=Content Type C. A record of C=Content Type C should be present in the file when D=Content Type D is used). O= Opt Out. The piece identified wishes to NOT be included in Real Mail RMR Value 33 – 56 24 Value/Content URL for the Referenceable Mail media or target/HREF document (could be a webpage, or image/media driven by the RMR Content Type field); Leave BLANK if piece wishes to be Opt out of Real Mail Program with RMR Content Type of O, else the field is required. Start date 57 – 64 8 Start Date when the Referenceable Mail Content can be used. Default to blank spaces when no constraint requested. YYYYMMDD (Cannot be all Zeros) End Date 65 – 72 End Date after which the Referenceable Mail Content cannot be used. Default to blank spaces when no constraint requested. YYYYMMDD (Cannot be all Zeros) RMR template Code 73 – 73 1 RMR Template Code, one of many templates provided by Postal Service, Possible values can be A through Z. RMR Record Status 74 – 74 1* O, D, I, U O = Original, D = Delete, I = Insert, U = Update Closing Character 75 – 75 Must be “#” sign appendix

32 appendix Informed Delivery: PostalOne! Submission HEADER RECORD - .hdrCONTAINER SUMMARY RECORD - .csm Field Name Position Length Data Type Descriptions Referenceable Mail Start Date 712 – 719 8 A/N Start date for the Referenceable Mail. Default to blank spaces when no constraint requested; YYYYMMDD (cannot be all zeros) Referenceable Mail End Date 720 – 727 End date for the Referenceable Mail. Default to blank spaces when no constraint requested; YYYYMMDD (cannot be all zeros) appendix HEADER RECORD - .hdr Field Name Position Length Data Type Descriptions Referenceable Mail Record Count 10* N The number of referenceable mail records in this Mail.dat Referenceable Mail Status 1* A/N O, D, R, N, C, U ...

33 Move to beginning and streamlineUSPS Commercial Mailer Journey Map Business Solution Centers Guided Solutions Tracking & Feedback Delivery & Returns Drop-off & Acceptance Payment Before I ship my package, I want to learn about the different products. I want to pay for my mailing. I want to easily enter my mailing. I want to view my transaction and mailing results.  I want an automated process for my inbound volume. Move to beginning and streamline Payment Modernization is a single, secure centralized payment and account management system that will allow customers to go online to create a single national account that can be used to pay for all products and services, such as PO Boxes, Stamps, Commercial Mailings etc. across all locations. This will be rolled out in multiple phases which are planned to be complete by end of 2018. Shipping Products Permit is a single permit imprint used for specific outbound mailings and return parcel invoicing that was rolled out in January 2017. eInduction simplifies the induction of drop shipments and expedited plant load mailings. It uses electronic documentation, Intelligent Mail barcodes and handheld scanner technologies to verify payment and preparation of commercial mail containers. Seamless Acceptance automates the verification of commercial mailings by using electronic documentation, Intelligent Mail barcodes and information collected from both handheld sampling devices and mail processing equipment scans. USPS.com provides information on the range of business shipping services available, and guidance on the services that are right for your business. Business Customer Gateway enhancements will provide guided product selection, promote solutions to increase customer use, reduce customer abandonment of new products, simplify onboarding and integrate reporting across PostalOne!, EPS, and SASP. PostalPro.com offers a state of the art search engine making it easier to find relevant information quickly. Business Solution Centers provide consultations, diagnostics, research, recommendations and hands-on assistance when mailing. Use BMEU Record Locater to find nearest location. Mailer Scorecard provides rich quality data across key initiatives including Full-Service, Move Update, eInduction, and Seamless Acceptance. Visual enhancements including trend based reporting, streamlined information, simplified interface and customizable views are planned for release in early 2018. Informed Visibility improves the visibility into and performance of  shipping and mailing solutions and provides complete end-to-end transparency for:  Trailer, Container, Tray, Bundle, Piece Logical Delivery for Letters/Flats Expected Delivery for Packages. Automated Package Verification system will simplify the mailing experience by offering easy returns for parcels. Easy Returns simplifies customer experience, automated scan events trigger payment, automated package attribute capture for accurate customer pricing and billing. World Class Customer Support Across All Channels

34 Mail Inventory and Workload ManagementInformed Visibility Mail Inventory and Workload Management 155 million Delivery Points 3 YEAR $140M Investment 35,708 Postal Facilities 290 Processing Plants End-to-End Visibility 1.2B Scans Daily 6,325+ Mail Processing Equipment Real-time Intelligence 74% Closing Visibility Gap ~350,000 Handheld Scanners Internal Service Performance Measurement $819M Savings by 2021 82 Postal Systems

35 Phase 2 BMEUS (62 sites in certification process)Certified BMEUs Cap Metro  Altlanta Baltimore Dulles Greenville NoVA Norfolk Raleigh Richmond Capital - Suburban Capital - Southern Eastern Akron Buffalo Dayton Harrisburg Knoxville Memphis Mid-City Cincinnati Nashville Rochester Salem Trenton Great Lakes Cardiss Collins Carol Stream Detroit Lansing Madison Palatine Park Fletcher Northeast Albany Boston Brooklyn Providence Hartford Kilmer Manchester Mid-Island San Juan South Hackensack Westchester Pacific Honolulu San Francisco San Jose Santa Clarita Van Nuys Southern Austin, TX Baton Rouge, LA Birmingham, AL Ft Lauderdale, FL Ft Myers, FL Ft Worth, TX Jackson, MS Jacksonville, FL Little Rock, AR Manasota, FL Miami, FL Oklahoma City Orlando San Antonio Tulsa West Palm Beach Western Albuquerque Boise Fargo Tucson Waterloo Wichita