Streamlining Mailroom Operations: How an O&G Payments Company Tripled its Accounts with FP Mailing Solutions
JC Data Solutions Case Study
Case Study Overview
JC Data Solutions is a leader in the oil and gas payments industry. Companies turn to JC Data to send revenue checks, AP checks, regulatory filings and other mission-critical mailings. Its customers expect fast turnaround times, affordable prices and above all, accuracy.
FP Mailing Solutions is a provider of high-quality mailroom solutions. It is one of only four authorized providers of U.S. postage systems; in addition to its mailroom solutions, it offers a full range of digital and shipping solutions. As the fastest-growing mailing solutions provider in the U.S., its goal is to help businesses improve customer experiences through innovative communication solutions.
Complete Mailing Partners is an authorized dealer of FP Mailing Solutions, serving the Dallas/Ft. Worth area.
The Problem
JC Data Solutions was manually folding, sorting, matching, and mailing hundreds, if not thousands, of checks and statements per week. This process was not only time-consuming and resource-intensive but also led to occasional errors with critical customer documents. When Bill Weir of Complete Mailing Partners called on them, he realized there had to be a better way to handle this painfully slow process. Initially, he introduced a folder inserter, which automatically folds documents and inserts them into envelopes quicker and more accurately than hand processing.
While this was a great start and saved a lot of time, the cumbersome process of sorting and matching documents remained a significant bottleneck. “I needed a way to confirm we were not double printing checks, missing mail pieces and a way to match our checks to statements and add extra documents,” said JC Data’s Katie Adams. The resource constraints created by the manual processes were so severe the company was unable to take on additional work.
The FP Solution
After confirming that all documents and checks were available in PDF format, Weir introduced his customer to FlexStream, an innovative solution that automates the merging of checks with corresponding statements, adds barcodes, and performs job splits for oversized documents. FlexStream significantly reduced the time spent on sorting and matching, which freed up the client's resources for other tasks.
After a brief demo, Adams was convinced of the potential of FlexStream and opted for onsite training to ensure they could leverage the software effectively. “They came out for a two-day training on the software products,” she said. “It was great to get the one-on-one training.” This step marked the beginning of a seven-year partnership that has seen a considerable improvement in the client's productivity and growth.
Outcomes and Impact
With FlexStream fully operational, JC Data reported dramatic improvements in their output. According to Adams, "Flex has allowed us to triple our accounts because of the time savings and will allow us to do it again. I have the same number of employees I started with. However, I process three times the amount of work in less time than it took before. I honestly don't understand how we ran this company before Flex."
"I honestly don't understand how we ran this company before Flex."
Katie Adams
Beyond increased productivity, FlexStream also became a key selling point for the client when seeking new business. It set them apart from their competition and enabled them to perform tasks automatically that were previously manual, thereby reducing costs and improving accuracy.
After experiencing steady growth over five years, the client company was acquired by a larger firm, largely due to their ability to streamline operations and outperform competitors — including the firm that eventually acquired it — with the help of FlexStream.
Conclusion: The FP Advantage
This success story underscores FP Mailing Solutions' transformation from a postage meter company to a provider of innovative communication solutions. Our commitment to helping businesses improve customer experiences through automation and digital solutions, while remaining true to our roots in mailing equipment, sets us apart.
FP Mailing Solutions continues to empower businesses across the USA with tools like FlexStream and FlexMail. To learn more about how our solutions can help your company stay connected with your customers, visit our website at https://www.fp-usa.com/find-a-dealer.
Complete Mailing Partners
Complete Mailing Partners, LLC is a family-owned company serving the needs of companies large and small across the Dallas-Fort Worth metroplex. We provide personal service and training to the people who manage mailrooms and offices – and consults to deliver solutions that best meet their needs. Complete Mailing Partners is an authorized dealer of FP Mailing Solutions.
You can learn more about this company by visiting the Complete Mailing Partners website.
Learn more about FlexStream Software
Published at: 09/11/2023
Jamie Spell is the National Business Development Manager. He has been with FP Mailing Solutions since 2018, and working in the industry for over 10 years. When not working, Jamie enjoys travelling, golfing, and college sports.
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Streamlining Mailroom Operations: How an O&G Payments Company Tripled its Accounts with FP Mailing Solutions
Case Study Overview JC Data Solutions is a leader in the oil and gas payments industry. Companies turn to JC Data to send revenue checks, AP checks...