Print Automation to Improve Efficiency and Customer Service

Print Automation for a Correspondence Management System

In this case study, we explain how a financial services management company automated the printing aspect of their Correspondence Management System to improve the efficiency of the operation and reduce the costs associated with printing and distributing printed communications to their customers. They did this by implementing OM Plus, Output Management software.

Business Problem – The Company’s Correspondence Management System (CMS) requires many different types of letters to be printed on many different styles of letterhead stationery. Each bank they provide fund management services for has different letterhead paper and different business rules regarding additional pages of standard and/or variable information that needs to be bundled along with the letters being printed (this can be different by type of letter being printed within a single bank also).

To accomplish their letter printing, the CMS user would place the right number of pages of the appropriate letterhead and continuation sheets into a nearby printer, then print the document from within the CMS to the printer they had chosen. As they print they are hoping that:

Nobody else sends any letters to that printer in the meantime and/or they have inserted enough of the correct sheets of paper for the document being printed ensuring that the job is complete when printing is finished and the letter can be mailed to the end customer 

This process is very labor intensive and time consuming, resulting in low productivity among the users of the CMS system, and is fraught with potential for error.

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