The Pareto principle (AKA the 80-20 rule), was discovered by the Italian economist Vilfredo Pareto, who observed in 1906 that 80% of the land in Italy was owned by 20% of the population - This simple rule works in many different walks of life including economics.

ParetoPost™ uses the same principle to deliver business documents efficiently to your key customers and in doing so, can reduce your postage, credit control and administration costs by up to 80%.

The smart way to deliver business documents!ParetoPost™ delivers business critical documents, reduces costs and improves efficiency in two main areas:

Some Example ParetoPost Applications

Secure Document Delivery

Firstly, ParetoPost™ replaces traditional post by delivering business documents electronically via a secure web portal. It’s a doddle to setup, cost effective and can save you up to 80% on your postage* costs. Better still, you’ll know when documents have been viewed or downloaded!

Secondly, in the case of e-billing, if you are already sending PDF invoices to your customers, ParetoPost’s™ self-service portal will save you money by reducing customer service enquiries, and best of all, document visibility allows credit controllers to see when customers have read the document.

Every time you post a document it costs your business at least 90p*.

Your business critical documents can be manually uploaded to ParetoPost™ or automatically submitted from any ERP system. With no need for up-front costs, ParetoPost™ is cost effective and can be set-up in hours. It’s great for:

• Invoices, Statements & Credit Notes.• Purchase Orders, Proof of Delivery (POD) & Delivery Notes.• Payslips, HR directives and documentation.• Contracts, Tenders & Proposals.• Brochures, Technical Drawings & Specifications.• Or any document where you need an assured delivery method.

*According to the Federation of Small Businesses (FSB) “The true cost of sending a letter in the UK, including paper, envelope, toner, machine rental, post and time is between 90p and £1.20 (depends on staff hourly rate)”.

If you already send PDFs, ParetoPost™ overcomes issues relating to bounced emails and lack of traceability.

For example, a credit controller chasing overdue invoices can see whether it has been viewed or downloaded. If the debtor claims not to have seen it, you can quickly point them at their secure ParetoPost™ portal or resend the unique document web address.

In simple terms, you take away the reason not to pay, thereby, reducing aged debt and improving cash flow.

Get Ahead of the Crowd...

Customer/Recipient interface allowing client users access to their own documents

Client View PortalFeatures of the "Client View" portal include:• View summary of available invoices, statements, PODs etc• Filters for new or viewed documents• Ability to view profile information• Search documents• Download selected document• View document• Attach notes to the document record

When a document is uploaded into ParetoPost for delivery, an email is automatically sent to the recipient containing a URL to the docu-ment held in ParetoPost

When the recipient clicks on the link, they are asked to login to ParetoPost™ before being given access to the document.

Clicking on the documents tab shows the status of all documents received.

Various search criteria can be applied to find the required document.

Clicking on the download file icon, allows a ZIP file to be downloaded which contains a PDF copy of the document with it’s associated meta-data. This can then be used to upload into a client’s ERP or workflow system.

Clicking on the screen icon for a specific document shows the document image, document info, payment option and notes area.

Notes can be added as required.

Right clicking on the document image, allows the document to be printed locally.

Manager/Sender level control, allowing managing & monitoring of documents status

Manager View PortalFeatures of the "Manager View" portal include:• Search document records• View document summary• View document• Email document link to client• Refresh the document visibility period• Email status report of document summary• Identify emailed, viewed and/or saved documents

Clicking on the documents tab gives access to a list of all the documents sent to all of the customers.

The manager can search for specific documents if required.

Clicking on the 4 icons to the left of the screen allow the manager to view an image of the document, email a reminder link, view the notes or view the document history.

ParetoPost™ is all about traceability and control. The red and green tick and cross icons show the customer’s interaction with the document.

Whilst many ParetoPost™ users will upload documents automatically from their ERP or business system, by clicking on the upload tab it’s possible to manually upload single documents.

For example, you may want to upload a single delivery note to prove an order has been fulfilled.

The admin tab allows the creation of new accounts (typically companies), the users within an account and the ability to review the document clicks used so far.

Note: depending on your logon permissions, this tab may not be visible on our demo site.

Hall Farm, Sywell Aerodrome, Sywell, Northampton NN6 0BN t:01604 671177 www.document-genetics.co.uk

ParetoPost FAQWhat applications can ParetoPost be used for?Any application where you need secure and traceable document delivery. Typical applications include: invoicing, statements, payslips, contracts, delivery notes, legal documents etc.How is ParetoPost licenced?ParetoPost is a cloud service with a single monthly charge per instance, starting at £199 per monthIs there a minimum contract length?90 day rolling contractIs there a software maintenance charge?No, this is included in the monthly chargeIs there a limit on the number of documents which can be uploaded?No, there is no limit on the number of documents which can be uploaded. However, over the standard 10GB data allowance we charge for extra storageIs there a limit on the number of recipients you can send documents to?No limitHow are user accounts created?User accounts can be created on mass (CSV upload) or manually on an adhoc basisIs there a setup cost?Yes, this is typically £1,500 to configure your ParetoPost instance and add your corporate brandingWhat document file types can ParetoPost work with?Currently only PDF documentsDoes ParetoPost work on mobile phones?Whilst ParetoPost may work on some mobile phones, there is not a mobile version of the ParetoPost web portal. Does ParetoPost work with all browser types?ParetoPost works with virtually all browser types (IE, Chrome, Firefox, Safari etc.)How are documents uploaded?Documents can be manually uploaded via the browser interface or automatically from your business systemHow do I automatically upload documents from my business system?You can either provide PDF documents with an appropriate XML upload file, or purchase our ERP connector software which will automatically capture your business system output and upload in the backgroundWill ParetoPost work with my ERP system?Yes, ParetoPost works with virtually all ERP systems (from SAP to Sage) without the need to modify their generic output What is the data transfer process and is it secure?Yes, this uses a SFTP processWhere is your data centre and who runs it?Our Cloud Services provider for hosting ParetoPost is UK based www.SecuraHosting.com. An overview of our Hosting Infrastructure can be found at www.document-genetics.co.uk/images/Hosting%20Infrastructure.pdf Does your data centre have any quality accreditations?For more info and accreditations: www.securahosting.com/about-secura-hosting/secura-data-centre-infrastructureIs the data encrypted on your cloud servers?By default data is not encrypted. However there is an option to use MyDiamo transparent encryption, which encrypts all files on the server – this is a chargeable option (one off charge of £1,995)Is my data backed up?Yes, backups are part of the standard service and are performed daily and weekly (on a 4 week rolling basis)What support is available?Telephone and email support is available from 9.00am to 5.00pm UK time. Support outside these times can be arranged on a case by case basis.

If you have any questions not answered here, please contact us on: info@document-genetics.co.uk