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Crawford Technologies Introduction. Agenda Introductions Crawford Technologies Corporate Intro Product Overviews Enterprise Solution Scenarios.

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Presentation on theme: "Crawford Technologies Introduction. Agenda Introductions Crawford Technologies Corporate Intro Product Overviews Enterprise Solution Scenarios."— Presentation transcript:

1 Crawford Technologies Introduction

2 Agenda Introductions Crawford Technologies Corporate Intro Product Overviews Enterprise Solution Scenarios

3 CrawfordTech Overview Founded in 1995 and based in Toronto, CrawfordTech is a privately held global software company Core competency is in transaction print stream and document production software, including: o Alternate Format services o Automated Document Factory solutions o Document manipulation & re-engineering applications o Print stream conversions/transform applications o Transaction document archiving & retrieval solutions o Integration/WorkFlow solutions

4 CrawfordTech Overview cont’d Since 2003, year-over-year double-digit revenue growth continues through both direct sales and partners, with over 700 customers globally, including: o 4 of the world’s top 5 auto manufacturers o 4 of the USA’s top 5 banks o 4 of the USA’s top 5 P&C insurance companies o 3 of the USA’s top 5 L&H insurance companies o 50% of direct sales are into service provider environments Partners include OCE, InfoPrint Solutions, Oracle, Kern, LRS, EMC, IBM and more

5 CrawfordTech Differentiators Outstanding post-sale customer support Significant ongoing investment in R&D – building products and solutions based on customer requirements Active members of AFP Consortium, PDF/A & PDF/UA Competency Centre and ISO standards board Focused on core competencies Software is designed to easily integrate within existing workflows/processes via API’s or flexible command line Operating system, hardware platform and database agnostic We have all major O/S’s running in our facilities including a mainframe Sophisticated automated QA system 115K + nightly regression tests on all O/S platforms Flexible and easy to work with Competitive pricing

6 CrawfordTech Support Support staff average 15+ years in the industry o 60% EDPs / Master EDPs Online knowledgebase 24x7 support available Phone/fax/email support Onsite severity 1 problem response if required Incident tracking system Documented escalation process

7 Product Overview Print Stream Transforms Document Manipulation & Re-engineering File Concatenation Duplicate Checking Archiving & Retrieval Integration/Automated Workflow Products Enterprise IMB Document Accessibility Services - Alternate Formats

8 CrawfordTech System Architecture Print PDLs PDF AFP LCDS DJDE Metacode PCL PNG PS TIFF Line Data JPEG CrawfordTech Output Drivers PS PDF AFP Metacode PCL TIFF Text PDF/A HTML Alternate Formats CrawfordTech Infrastructure (held in memory) CrawfordTech Interpreters (executables ) PROPDF PROAFP PROMeta PROPCL PROPS PROIMG “Display list” of everything on each page: ► fonts, text, images, forms, paper tray, plex info, finishing Completely print stream independent Perform Document Enhancement: ►Transpromo Express ►Operations Express ►Indexer ►Splitter ►Batcher PRO Dynamic Document Archive Index Output files: XML, CSV, Text, Fixed Field Width Stats, Audit and Log files Enterprise IMB®: Unique ID Manager, Mail Tracker Printer: Reprint and Recovery Viewing: Electronic Presentment Duplicate Checker API Pro WorkFlow: JES, Server, Connector Transactional Document Generation Application Generation Application External Files Consumer dataConsumer data TextText Sorted CASS/PAVE result filesSorted CASS/PAVE result files Other customer data as requiredOther customer data as required PRO Concatenator API

9 PRO Transforms: Problems Solved Load balancing across multiple print platforms Convert to supported format for downstream processing in other software Extend life of legacy assets/applications Increase utilization of existing assets Enable print output for online presentment Extract billing information Data/messaging verification & reporting Repurposing data

10 Print Stream Conversion: PRO Transforms Convert Print Streams, Image & Line Data from one format to another

11 PRO Transform Plus: Indexer & Splitter Features Splitter: o Intelligently split to individual statements o Intelligently split into multiple output files Indexer: o Extract information from print stream For use in Filenames Creating external Index files Book Marks in PDF Writing TLEs, No Ops, etc Feeding other CrawfordTech functions

12 Print Stream Conversions: PRO Transform Differentiators Object to object o Provides text-based output, not full page images Speed Output file sizes High level command set Platform independent Excellent fidelity Flexible resource management Perform many functions in a single pass Common approach and command set is consistent across all incoming print streams

13 Document Manipulation and Re-engineering Solutions ACME Wireless Customer Service 1-800-111-2222 *611 from you ACME Phone Mr. John Doe 111 Main Street Town, ST, USA 22222 Statement Date: October 5, 2009 Acct # 01001001001 Phone Number 123-456-7890 Account Summary Minutes $50.00 SMS$10.00 Data $25.00 Subtotal$85.00 Tax $8.50 TOTAL$93.50 Page 1 of 3 Please detach and send with your payment Mr. John Doe 111 Main Street Town, ST, USA 22222 Statement Date: October 5, 2009 Acct # 01001001001 Phone Number 123-456-7890 Amount Due $93.50 Due By Nov. 1, 2009 See page 2 for detailed usage Customer Service 1-800-111-2222 Free Call *611 on your ACME Phone Mr. John Doe 111 Main Street Town, ST, USA 22222 Statement Date: October 5, 2009 Acct # 01001001001 Phone Number 123_456-7890 Account Summary Minutes $50.00 SMS$10.00 500 GB Data $25.00 Subtotal$85.00 Tax $8.50 TOTAL$93.50 Page 1 of 3 Renew your account new qualify for a free Iphone! ACME Wireless Please detach and send with your payment Usage Summary Mr. John Doe 111 Main Street Town, ST, USA 22222 Statement Date: October 5, 2009 Acct # 01001001001 Phone Number 123-456-7890 Amount Due $93.50 Due By Nov. 1, 2009 See page 2 for detailed usage Special Offer for our valued customers

14 PRO Document Enhancer - Operations Express: Problems Solved Enabling and supporting an ADF Strategy o Postage reduction o Ability to move work across different printer and inserter technologies o Improve productivity of printer, inserter, staff o Compliance with USPS IMB Strategy o Automated reprint o Improved mail piece integrity o Creating MRDF-like files for downstream applications

15 PRO Document Enhancer - Transpromo Express: Problems Solved Rapidly and inexpensively insert marketing content & color on transaction documents without recomposition: o Remove hardcopy-oriented objects for electronic presentation o Up-sell and cross-sell o Enable your one to one marketing strategy o Quickly and cost effectively adding color to legacy black & white applications o Reduce time to market and implementation cost of transpromo strategy o Retention and Regulatory communications

16 Manipulating and Re-engineering Documents PRO Document Enhancer - Operations Express: Optimizing Operations Processes o Adding/Removing barcodes i.e., OMR, 2 of 5, 3 of 9, 2D, Postnet, IMB o Filtering pages for reprint or QA purposes o Extracting address blocks and other data o Sorting (e.g. Postage Optimization) o Streaming (e.g. Envelope size and weight breaks) o Adding slip sheets PRO Document Enhancer - Transpromo Express: Enhancing Document Content o Detecting available white space and adding text and image based marketing content there o Merging PDFs for marketing, regulatory or other informational purposes o Adding PURLS o Adding Color to Black & White applications o Optional module (QR Express) to add dynamic QR codes

17 Document Re-engineering & Manipulation: CrawfordTech Differentiators Speed Support for all de facto print streams o PCL, PDF, PS, AFP, Xerox LCDS/Metacode, Line data Simple text based command language Platform independent o Windows, Linux, Solaris, AIX, HP-UX, z/OS, z/Linux Common approach and command set is consistent across all incoming print streams Development resource does not require detailed print stream knowledge

18 Print File Concatenation

19 Pro Concatenator: Problems Solved Improved printer and inserter productivity Reduce number of files to be managed in production process Achieve item quantities for maximum postal discounts Eliminate printer clutching due to number of resources Sample scenario: o 250,000 individual confirms are created daily in PCL o Outsourcer requires single AFP file per day to manage o Concatenate the individual documents into a single file and convert to AFP

20 PRO Concatenator Combining multiple like type files or pages from various sources into a single file o Intelligently concatenates any number of like type files from many sources into a single file o Can specify which pages are pulled from each file and the sequence to be placed in o Removes duplicate resources during concatenation o Input file support includes PDF, PCL, Xerox, AFP, TIFF, line data.

21 PRO Concatenator Differentiators Platform independent o Windows, Linux, Solaris, HP-UX and AIX, z/Linux Wide range of supported input file types Ability to merge at the page level versus file level Resource management

22 Duplicate Checker

23 PRO Duplicate Checker: Problems Solved Eliminate cost of duplicate printing, inserting and mailing of full or partial runs Avoid the erosion of customer confidence and satisfaction of a duplicate mailing, particularly financial information Reduce financial risk of mailing cheques twice

24 PRO Duplicate Checker Verify against a DB that a given mail piece has not already been processed Take action based on user parameters to fail the job or continue running but write an error message for each duplicate piece Updates the database of those that are processed that were not duplicates

25 PRO Duplicate Checker Differentiators OS and DB platform flexibility Tightly coupled with Operations Express via API Integrate with 3rd party applications via API

26 Enterprise IMB

27 Enterprise IMB® : Problems Solved Avoid building/maintaining in-house custom programs Enterprise level scalability Use customer’s IMB as opposed to vendor’s ASP is cost prohibitive for high volume mailers Shipment of sensitive customer data to ASP Flexibility to customize reports and integrate with existing business applications Avoids wholesale environment change

28 Enterprise IMB® Enterprise IMB provides a set of products to enable organizations to quickly and cost effectively be compliant with the USPS IMB strategy. o Enterprise IMB Unique ID Manager o Enterprise IMB Mail Tracking Facility

29 Enterprise IMB® Unique ID Manager Client/Server implementation that generates unique IDs on demand for a single application, multiple applications, a site, or enterprise Supports multiple mailer IDs Time period of uniqueness is user defined Integration is achieved via API, batch utilities, the GUI-based UID dispenser Tightly coupled with Operations Express via the API

30 Enterprise IMB® Mail Tracking Facility Facility for tracking both inbound and outbound full service IMB encoded mail through the USPS in conjunction with their ACS and OneCode Confirm services Supports multiple mailer IDs Includes standard reporting capabilities such as: o Production Run Status Report o SLA (Service Levels Agreement) Status Report o Lost Mail Pieces Report Includes a report generator to allow user to define custom reports Allows for user defined fields to be included in DB Is tightly coupled with Operations Express via the API

31 Enterprise IMB® Differentiators Software license versus ASP Enterprise scalability Manage multiple mailer IDs Either integrated with existing 3rd party products or in-house applications Either stand alone or tightly integrated with Operations Express Platform flexibility DB flexibility

32 Archival & Retrieval

33 PRO Dynamic Document Archive: Problems Solved Lowers the cost of storage Enables rapid reprint/fax/email of archived documents Provides call center and end customer presentment consistency Enables move to desired OS/DB technologies Reduces number of files managed Lower cost of DB licensing and management Maximizes service providers flexibility to support a wide range of input and output formats Unlike generic archive systems, preserves print stream metadata to providing audit, regulatory and compliance support within the archive Avoids incompatibility issues with Adobe PDF viewer versions and future industry formats

34 PRO Dynamic Document Archive Scalable, single-source transactional customer communication archive and retrieval platform Enables high speed ingestion and retrieval Compresses documents to reduce storage requirements (typically 50% to 90%) Stores print streams in original formats including AFP, Xerox, PCL and PDF Retrieves documents into PDF, PDF/A, AFP, Xerox, PCL, PS, HTML, TIFF, XML, PNG for print or presentment purposes

35 PRO Dynamic Document Archive Differentiators O/S, file system and database agnostic High speed ingestion and retrieval Disk space savings (typically 50-90%) Efficient resource management for common elements in each print file Finishing, paper tray and plex information maintained Fewer files to manage Can be integrated with virtually any archival or content management system Widest range of supported input and output formats Delivers the original document back for reprint Flexibly recovers from changes in Acrobat reader (e.g., V8.1 errors) Unlimited scalability

36 Integration/Automated Workflow Products

37 Integration/Automated Workflow: Problems Solved Eliminate need for JCL changes Automate movement of work across different computing platforms Utilize hot folder watching to simplify integration Fully automate production processes to reduce human resource requirements and errors Augment or replace in-house developed workflow solutions

38 PRO Workflow Simplify the integration and automate the production workflow of CrawfordTech, 3 rd party and in-house batch programs: o PRO WorkFlow JES o PRO WorkFlow Server o PRO WorkFlow Connector

39 PRO WorkFlow JES Actively watches the JES Spool for jobs then extracts and executes defined processes on them Examples: o Extract a Xerox formatted print job from the spool, convert it to AFP with a transform and place back on to the spool for printing/archiving o Selects AFP print job from the JES Spool and ftp’s it to another computing platform such as PRO WorkFlow Server or other workflow soutions for further processing

40 PRO WorkFlow Server Manages production workflows on open systems platforms, can receive and distribute work via LPR, FTP, and hot folder watching Provides a GUI for queue management and to monitor active processes Provides email notification of successful or failed jobs Can manage multi-step workflows Example: o Read a print file from a watched folder, remove address block with Operations Express, pass the file to CASS/PAVE software for sorting and address updates, then reprocess the original print file to put in postal sequence with updated address blocks, then LPR to a printer/print server

41 PRO WorkFlow Connector Used for transferring files along with any associated metadata across different computing platforms Metadata can be used to populate prebuilt scripts, JCL, and other process invocation methodologies in order to dynamically define the specific set of processes for that file Example: o Receive file and metadata from PRO Workflow Server (as per previous example) move to the mainframe, reblock and place in the JES Spool with appropriate JES metadata such as FORM, CLASS, DEST, JOB ID, etc.

42 PRO Workflow Differentiators Designed specifically to manage the unique data files and the associated metadata relevant to high volume transactional production work Support for mainframes as well as open systems, and can seamlessly move work across these different platforms if required We provide support to work with 3 rd party, in-house and CrawfordTech applications

43 Document Accessibility Services - Alternate Formats

44 DAS: Problems Solved Enable customers to be compliant with following legislation: o USA Americans with Disabilities Act (ADA) Section 508 of the Rehabilitation Act Section 504 of the Rehabilitation Act Section 255 of the Telecommunications Act – Access for People with Disabilities ADA Title III: Public Accommodations o Canada Ontarians with Disabilities Act (ODA) Canadian Charter of Rights and Freedoms Access to Information Act Personal Information Protection and Electronic Documents Act (PIPEDA)

45 DAS: Problems Solved (cont’d) Improve customer service for visually impaired and print disabled clients by providing: o Large Print Properly formatted large print statements remove barriers (small print, multi- color, traditional layouts) for consumers that may be using enhancement devices o Braille Grade 1 and 2 (un-contracted and contracted Braille) Offering un-contracted and contracted Braille will meet the needs of your visually impaired consumers o Audio For visually impaired and print disabled consumers who do not read Braille, audio statements provide access via mp3 or WAV files o e-Text Formatted text files for consumers using assistive technologies such as Braille displays or screen readers, e-Text provides barrier-free access to the statement

46 DAS: Alternate Formats DAS (Document Accessibility Services) produces and delivers alternate format output from standard print files in our PCI compliant production facility Industry standard print files produce alternate formats in English, French and Spanish o Braille Grade 1 and 2 Embossed on 100lb, 8.5 by 11in. braille paper using interpoint (duplex) technology Per industry standard, statements over 20 sheets are cerlox bound o Large Print Printed on 70lb, 8.5 by 11in. paper Per industry standard, statements over 30 sheets are spiral bound o Audio CD or DVD in MP3 or WAV, with both braille and large print labels Cassette, with both braille and large print labels o e-Text ASCII-formatted text file on CD or DVD, with both braille and large print labels

47 DAS Differentiators Supports the widest range of input formats Standard software versus custom code for each client Documented DRP policy and site security PCI-DSS compliant facilities Splits alternate format records from a complete print run if required Can return large print for client to print and mail if required End-to-end tracking and reporting of production process Unparalleled production process and delivery quality control o Each sheet is bar coded and electronically reconciled to ensure each document is complete o Option to utilize the USPS One Code Confirm service to track and validate delivery of the packages by the USPS via the IMB

48 Crawford Technologies Customer Solution Snapshots

49 Large Service Bureau Electronic Envelope Australia/PacRim’s largest Service Bureau Problem: o Bank customer wishes to turn off paper based statement yet continue to market to clients without changing the application or use of CMOD archive Solution: o Customer used Transpromo Express, PRO AFP to AFP w/Indexer, and PRO AFP to PDF Transform o Index existing AFP file for retrieval purposes o Load indexed AFP file into CMOD for standard archiving, viewing and reprinting processes o Upon retrieval from CMOD, Transpromo Express is invoked to merge in full color paper stock replacement, terms & conditions, and PDFs representing the inserts that would have been in the client’s envelope. Customer is adding PURLs in next phase of project. o Convert to PDF and deliver to client screen for presentment

50 Large Service Bureau Transpromo Problem: o Credit card issuer wants to present offers to select customers based on loyalty point threshold Solution: o Using Transpromo Express and PRO AFP Indexer, two passes on production print stream o First pass: Determination Extract customer name, address, rewards point balance, postal code and account number Determine adequate area of white space available on a particular page Write to external file: –Name, address information and customer number –Page number where white space appears –Amount of white space available on the page (accurate to 1/300th of an inch) –X and Y location of white space start o Second pass: Execution Add AFP metadata to pages as TLEs to enable audit of TIFF images added to AFP page Per list of TIFFs provided by Salmat, add these to the page as AFP Page Segments o Six weeks to implement including 4 weeks of testing

51 Financial Services Merger Problem: o Two large financial services companies merge, each producing 150 million impressions/yr o Both use similar printer hardware / models and run on MVS, JES2 o One is AFP and the other LCDS/Metacode o Consolidate all the printing to one set of hardware and software solutions o No application changes or JCL changes permitted: IT teams are too busy with their own integration efforts Using PRO Meta to AFP and PRO Workflow JES

52 Financial Services Merger Solution Meta to AFP Transform to convert the Xerox / LCDS into AFP o All the jobs were on the JES spool o Approximately 15,000 different jobs, 275 different job setups Workflow JES : o “Wake up” when an LCDS / Metacode job hits the SPOOL o Invoke the transform with appropriate config for that job, based on JES2 metadata such as CLASS, WRITER, FORMS o Put the resulting AFP file back on the spool, passing through delivery information, FORMS, WRITER name, etc

53 Large Financial Institution Merging External Documents Problem: o Print application creates PCL file o Need to merge external hardcopy document (customer signed application) to create final document o Final document needs to be printed and mailed as well as archived Solution: o Using PRO PCL Normalizer, Splitting feature, PRO Image to PCL Transforfm, PRO Concatenator and PRO PCL to PDF Transform o Normalizing and splitting PCL files into individual statement files o Customer scans hardcopy signed mortgage applications to create TIFFs o Converting TIFFs to PCL o Merging documents and imaged mortgage applications o Converting to PDF for archive Result: o Substantial cost savings with merged documents and error free merging

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