PROPOSAL FOR: Strategic Forecasting LLC APRIL 15, 2011 Submitted by: JASON GRANT Solutions Specialist jason.grant@pb.com Office: 866-581-1234 ext. 5798
April 15, 2011 John Gibbons Strategic Forecasting LLC 221 W 6th St STE 400 Austin, TX 78701 Dear John, Pitney Bowes is pleased to provide you with the attached proposal. We are confident that our products and solutions will deliver maximum efficiency while cutting costs, building profitability and increasing productivity. You can trust that Pitney Bowes understands the mailstream and how to provide a solution customized for your unique needs. With 86 years of experience, we have the most comprehensive suite of mailstream software, hardware, services and solutions, as well as years of successful experience in your industry, to help companies like yours manage the flow of mail, documents and packages to improve communication. The attached proposal helps to explain how Pitney Bowes mailstream solutions will help build your business while delivering productivity and efficiency benefits, as you have indicated are important to you and your firm. As you evaluate your options, please don t hesitate to contact me if you have any questions or need further information. I am eager for this opportunity to serve you and look forward to finalizing this solution with you soon. Sincerely, JASON GRANT Solutions Specialist jason.grant@pb.com Office: 866-581-1234 ext. 5798
NOTICE OF CONFIDENTIALITY Copyright 2010, Pitney Bowes Inc. All rights reserved. THE INFORMATION CONTAINED IN THIS DOCUMENT AND THE SOLUTION PROPOSED BY PITNEY BOWES IS PROPRIETARY AND CONFIDENTIAL TO PITNEY BOWES. THESE MATERIALS CAN BE USED SOLELY FOR THE PURPOSE OF EVALUATING A POSSIBLE TRANSACTION BETWEEN PITNEY BOWES AND ITS PROSPECTIVE CUSTOMER. NO RECIPIENT OF THESE MATERIALS MAY USE THEM FOR ITS OWN COMMERCIAL ADVANTAGE. THE RECIPIENT OF THESE MATERIALS MUST HOLD THEM IN CONFIDENCE AND SHALL NOT DISTRIBUTE THEM, IN WHOLE OR IN PART, TO ANY OTHER INDIVIDUAL OR ENTITY IN ANY FORM WITHOUT THE PRIOR WRITTEN CONSENT OF PITNEY BOWES MANAGEMENT. Pitney Bowes Proprietary and Confidential
ABOUT PITNEY BOWES Competitive advantages of Pitney Bowes As a $5.6 billion corporation, Pitney Bowes provides the world s most comprehensive suite of mailstream software, hardware, services and solutions to help companies manage their flow of mail, documents and packages to improve communication. With 86 years experience in the mailing industry, Pitney Bowes helps organizations of all sizes engineer the flow of communication to reduce costs, increase effectiveness, and enhance customer relationships. Pitney Bowes created an industry in 1920 with the introduction of the postage meter and continues to lead today in creating products, services and solutions that help business use mail and documents more effectively and efficiently. We have the unique ability to deliver customized solutions that meet the needs of our customers, from the smallest home office to the largest Fortune 50 corporation, owing to: Our best-of-breed document management, digital document delivery, and mailing technology, much of it proprietary, for world-class, automated mail and document operations. Our products and services are in use by approximately 2 million customers worldwide. Our world-class R&D efforts and our Intellectual Property portfolio of more than 3,500 patents worldwide, with applications in a variety of markets, including printing, shipping, encryption, and financial services. We have invested more than 1 billion in research and development over the last decade. Our technology leadership has resulted in, for example, nine out of the top ten credit card issuers in the United States processing their card statements using Pitney Bowes technology. Our dedication to continuous quality process improvement. We have in-depth experience in successfully applying process improvement methodologies. Our Document Messaging Technology (DMT) facility in Danbury, CT was the first in the United States to receive ISO 14001 certification. In addition, we have adopted Six Sigma methodology for certain internal processes at key accounts. Our unsurpassed expertise in postal and carrier processes, built over decades of working with the USPS and other carriers and managing those relationships. Pitney Bowes is best positioned to partner with your company and help you improve the strategic effectiveness of your mail and document flow. Our financial strength. Pitney Bowes is an A+ rated company and generates significant free cash flow to fuel innovation and acquisition, and has a market valuation of over $10 billion. In addition to serving a large number of financial services firms who are our clients, Pitney Bowes is, in part, a financial services firm itself, through our credit services and subsidiary and payment solutions through the Pitney Bowes Bank,Inc. 4/15/2011 Pitney Bowes Proprietary and Confidential Page 1
SOLUTIONS & INVESTMENTS SEND SUITE SHIPPING SendSuite Shipping Solutions SendSuite Shipping Solutions let you compare real-time information from multiple carriers, so you can make informed choices based on delivery objectives, rates, service levels and business rules. LEASE Investment Send Suite Shipping software, 100lb scale and label print for outside vendor shipping labels. 51 months 39 months 30 months $509 $580 $672 Key Features: Smart Rate Shop - Choose the best carrier rate or delivery time, everytime. Disclose or not, shipping prices to your clients - stealth indicia Save time with manual processing by importing csv. file directly to Send Suite and printing. Tracking all of your shipments from one source. Accountantibitly is timely and user friendly. Quote expires - 1/1/1900 4/15/2011 Pitney Bowes Proprietary and Confidential Page 2
APPENDICES 4/15/2011 Pitney Bowes Proprietary and Confidential Page 3
SendSuite Shipping Solutions The right technology and business tools can help your multilocation enterprise make more intelligent decisions about carrier service choices. You could save your company up to 38% in carrier spending by using SendSuite Shipping, the smart carrier management solution from Pitney Bowes. This smart carrier management system is a multi-carrier, enterprise, web-based solution supporting UPS, USPS, FEDEX, DHL, regional and local couriers, that helps you: Reduce carrier spend by managing carrier/service choices in a single solution, you can make better decisions based on the needs of the business, paying only for the services you need Optimize use of multiple carriers and services select the best level of service for the best price while meeting business delivery objectives Enforce business rules minimize carrier charges while maintaining service levels, utilizing established shipping rules for packages SendSuite Shipping gives you instant access to comprehensive shipping data: mailing machines, accounting for all expenses, detailed usage and costs across the enterprise Crystal Reports charge back lower rates and perform billing reconciliation Manage, monitor and consolidate multi-carrier shipping choices with SendSuite Shipping. This best-in-classe system gives you the power to make more practical decisions for your enterprise and save your company money. Know the cost of doing business manage your enterprise by leveraging the technology, extensive reporting and analysis capabilities Make sound business decisions validate/audit carrier bills, reconcile billing, reduce labor costs, streamline cost center allocations, and improve your leverage when negotiate carrier pricing Improve quality and deliverability of mail and parcels - Street Smart Address Correction makes sure your packages get to their destination in a timely and cost-effective manner.