Postal Advocate Capabilities 2015

Name (18pt)Title (14pt)

Mail Savings Opportunities

Adam LewenbergPresident

Helping multi-locationorganizations streamline

their mailing costs

44,000 of pieces ofequipment, managed

by Postal Advocate

Recovered over$2,000,000

in lost postage, vendorovercharges and fees

ENTERPRISE-WIDE MAIL AUDIT AND RECOVERY

OVER $15,000,000 IN CLIENT SAVINGS

$500 K52 %

Average ClientSavings

Average EquipmentSavings

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

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Equipment Savings Process

1. Analyze Current Pricing2. Help set standardized equipment rates.3. Go site to site and define requirements and

show options available.4. Implement renewals/terminations5. Document new equipment, savings and

notes.

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Customized Renewal Email

Eliminate Mailing Vendor Avoidable Fees

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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.

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While simplifying the billing and payable process

PostageRefil l 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

LeaseLate 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 FeesPostal Advocate 2013/4 Savings StatsSavings Type # of Transactions Total SavingsFee Savings: Late/Fin Charges 75 $86,867Fee Savings: Loyalty Prog 270 $19,180Fee Savings: Remove Insurance 868 $167,113Other 11 $90,884Total 1224 $364,044

Eliminate Mailing Vendor Overcharges

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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.

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We look at every invoice to make sure you are paying the correct rates.

Typical Vendor OverchargesInvoices not giving national account discounts.Meter, maintenance and rate change charges when included on a lease.Bil ls 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 TodaySavings Type # of Transactions Total SavingsVendor Credit: Equipment 248 $555,966

Recover Lost Postage from Dormant Accounts

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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.

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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)

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Enterprise Advocate – Multi Location System - Dashboard

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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

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The data above is for demonstrative purposes only. Data does not represent true spends and costs.

Enterprise Advocate – Multi Location System - Dashboard

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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.

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Free No Obligation Mail Analysis

• Completed in 2-3 weeks• Outlines, spend and specific savings opportunities• Minimal customer involvement

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Savings Summary Locations Meter RentalsMaintenance Agreements

On Call Maintenance Lease Total Postage Spend Ratio

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Item Current 2015 2016 2017 SavingsCombined 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.

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