Information Flow - Forms Design & Management - Secure Documents - Technology Innovation

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  • Smart Plan - Level 5a 
    Including Information on:  
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    Program Criteria  
    > Pricing Guidelines 
    > Charter Program 

“A Systems Management approach directed to achieving client’s goals. Action and Results oriented program, utilizing Technology in an effective manner”  

S - M - A - R - T


Quick Reference 


Executive Summary - The Vision 

  1. Comprehensive analysis and review of forms in conjunction with desired business process and related controls.

  2. Efficient means of designing, acquiring, storing, distributing, using and enhancing current forms and documents.

  3. Technical training provided to client personnel.

  4. Access to information permitting exploitation of useful technology to improve forms functionality.

  5. Use of web based tools to manage process. Personalized E-Commerce site provided.

  6. A business partner who understands client’s business, consults when appropriate and delivers on defined set of objectives.

  7. Management has an auditable process to track costs, effectiveness and make informed decisions. Savings are carefully documented.  

Under traditional systems, only “How Many” (volume) of forms is primarily considered.  

Under SMART, the “Why” (business purpose), the “How” (compatibility with Information Systems) and “How Many” is taken into account.  

“A Systems Management approach directed to achieving client’s goals. Action and Results oriented program, utilizing Technology in an effective manner”

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Definition of “Forms”:

All consumable and office documents-printed and electronic required to fulfill business cycles and functions.

Includes:

  • Traditional continuous, snap out, cut sheet, stock/custom business forms.

  • Envelopes, letterhead, business cards—stationery.

  • Checks and other secure documents.

  • Labels + tags—paper and / or synthetic.

  • Electronic forms and Auto ID solutions (bar-coding).

  • Software to design, generate, fill, process and manage forms.

  • Processing services such as mailing, printing, fulfillment, etc.

  • Supplies directly related to above including ribbons, toner, inkjet cartridges, paper rolls, etc.

  • Equipment directly related to above including computers, printers, scanners, readers, folders/sealers etc.

  • Turnkey forms/software/equipment/maintenance solutions (may be provided with business partners) 

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WHY SMART ?

Current Forms Usage within companies
+ Market  Conditions 
= Missed Opportunities for Efficiency & Savings.

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Forms Market Condition - Client

  • Products are perceived as commodities by clients/users.  

  • Primarily paper based mfg. via traditional printing methods.

  • Does not always correlate with business process intended for that form.

  • Entrenched purchasing process made up of (one or more of the following): 

    a)  Entrenched Vendors. 
    b)  Bidding Process.  
    c)  Long term contract driven (primarily price based).
      

  • No forms systems specialists on staff. Ordering handled by lower echelon employees.

  • Ad hoc review generally reactive to problems.

  • Occasional or persistent stock outages OR excessive and/or obsolete inventory .

  • Product storage and distribution based upon limited or erroneous data.

  • Reactive and secondary to software design.

  • Poor or inadequate ROI analysis.

  • True cost of forms a “hidden” cost and thus not a management priority.

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Forms Market Condition - Vendor

  1. Either selling output of owned printing equipment or using traditional mfg. methods and sources.

  2. Excessive vendors chasing diminishing traditional business forms and marketing many items besides forms.

  3. Focusing on volume and trying to make the most on each order.

  4. Slow infrastructure change to address changing marketplace.

  5. Other business challenges distracting from possible problem with business forms.

  6. Reactive decision making to counteract fear of business loss.

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Missed Opportunities for Users

  1. Lost productivity. 

  2. Negative impact on competitiveness. 

  3. Wasted resources/capital.  

BENEFITS = VALUE derived with  SMART

  1. Quality product at a competitive price (price savings documented + systems to monitor same).

  2. Reduced procurement costs (avg. cost to generate a PO is $150/PO).

  3. Time Saved & Responsiveness enhanced (making client’s employee time more valuable).

  4. Reduced risk of failure (product/svc. performance guarantee via established systems & methods).

  5. On-going info. to increase effectiveness of products provided (helping client org. be more effective).

Sales Process

  1. Identification of a specific company. Based upon industry research and / or referral. 

  2. Contact of identified company to ascertain interest and viability. 

  3. Presentation to establish process detail. 

  4. Initial audit to substantiate value. 

  5. Approval for comprehensive audit to establish action plan. 

  6. Completion, review and approval of audit. 

  7. Installation of solution. 

  8. Training of client personnel. 

  9. Management of program for continual improvements. 

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