Sun Life Financial's Document Services Group saves the company time and money, even if it means less printing

By Bob Neubauer

Using Web-to-print to Grow Company Business

The newest change at Sun Life Financial’s Document Services Group is happening this month, as the in-plant launches Rochester Software Associates’ WebCRD Web-to-print system. Previously, job files that weren’t hand delivered were e-mailed to the in-plant, a process that Senior Manager John Moschilli admits left lots of room for error. His goal, he says, was to improve accuracy while simplifying the job submission process.

“We’re dealing with insurance people, not printing people, so we need to make it as easy as possible for them,” he says. “We don’t want to discourage them from using our services.”

WebCRD (which the in-plant calls “ePrint” internally) will save his staff from having to enter data by hand and will allow him to pull reports quickly to show clients, for example, how much they have spent on printing over the past month. He also hopes the in-plant can use the Web-to-print system to get more business from Sun Life Financial’s sales people out in the field. Rather than printing and warehousing marketing collateral, they will be able to import their contact lists into WebCRD to create personalized mailers.

“Historically, our focus was on servicing after the sale; now we want to be part of the sale,” says Lance McGinnis, associate director, Document Services Group. In short, the in-plant wants to help contribute to new business for the company.

Helping customers save time and money is every in-plant's mission. So when Sun Life Financial's Document Services Group discovered that a department was hiring temps to manually stuff envelopes—and taking a week to 10 days to do it—John Moschilli had to take action.

The senior manager of the Document Services Group convinced the department that his in-plant could do this inserting much more quickly and cost effectively using automated processes. To do this, the in-plant added an address page with a barcode on it to each piece. The code told the shop's Pitney Bowes inserters how many pages were in the statement and which inserts to put in the envelope.

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Bob Neubauer Author's page

Bob has served as editor of In-plant Impressions since October of 1994. Prior to that he served for three years as managing editor of Printing Impressions, a commercial printing publication. Mr. Neubauer is very active in the U.S. in-plant industry. He attends all the major in-plant conferences and has visited more than 180 in-plant operations around the world. He has given presentations to numerous in-plant groups in the U.S., Canada and Australia, including the Association of College and University Printers and the In-plant Printing and Mailing Association. He also coordinates the annual In-Print contest, co-sponsored by IPMA and In-plant Impressions.

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