Efficiently processing large volumes of business mail can be a time-consuming and expensive task. However, automating business mail processing can help streamline operations and reduce costs. Here are some tips for bringing automation into your business mail system.
Here are the 7 Tips for Automating Business Mail Processing:
1. Evaluate Where Automation Makes Sense
Look critically at your current mail processing workflow and identify areas where automation could improve efficiency. Do you spend a lot of time manually sorting incoming mail? Do you have staff dedicated to opening envelopes? These are prime targets for automation. Focus first on automating repetitive, high-volume tasks.
2. Research Mail Processing Equipment
There is a wide range of automating business mail processing machines and software that can automate many aspects of mail operations. Mail sorters automatically route incoming mail to departments or individuals. Envelope openers quickly slit envelopes with less risk of damaging contents. Postage meters apply exact postage for outgoing mail. And mail tracking software generates reports on processing volume and speed.
Consider equipment capabilities and choose systems that best suit your needs and budget.
3. Integrate with Your Accounting System
Select automation systems that integrate with your accounting software and allow you to track postage expenditures. Many postage meters and mail tracking programs will sync with popular accounting platforms like QuickBooks. This allows you to easily import postage costs into financial reports and allocate spending across departments.
4. Establish Efficient Workflows
Redesign your physical workspace and workflows to take full advantage of automation equipment. Set up efficient mail sorting and distribution processes to route both incoming and outgoing mail into and out of automated systems. Provide staff training and documentation on proper use of the equipment within the workflow. Make any workspace adjustments needed to accommodate new equipment.
5. Add Automated Data Capture
Many automation systems allow you to add barcode readers, optical character recognition, or other data capture technologies. This allows you to automatically log and track information like customer codes, account numbers, and department routing information contained within letters and packages. Automating data capture from mailpieces further speeds processing and reduces human errors.
Mail label services like Certified Mail Labels let you type in the details and print off labels, so staff don’t need to visit the post office and wait in a queue. Simple solutions like this save time on critical mail deliveries.
6. Test and Refine the System
Once you implement automated systems, closely monitor their performance and fine-tune processes. Check that sorting accuracy meets expectations and equipment can handle processing volumes at peak times. Make adjustments to workflows, equipment settings, staff training, and volume distribution across machines. Set key performance indicators such as processing time per batch and data capture error rate.
7. Plan for Future Expansion
As your business grows, you may need to expand your automation capabilities. Leave room in your budget and facilities to add equipment and scale up systems in the future. You can start small with just a few key automation tools, then add more sophisticated solutions over time. Develop a roadmap for enhancing automation alongside business growth.
By strategically automating elements of your mail operations, you can significantly cut costs, reduce processing times, and improve accuracy and tracking. The right automation setup fine-tuned for your business can yield major productivity benefits.
