The success and timeliness of the initial implementation depends on both companies. PCI Group has the resources to complete the implementation within 1 week, but our experience tells us the process usually takes 3 -4 weeks to “onboard” a new customer. We detail a typical installation below.
Week 1
You will be assisted by your Account Executive in completing a new customer information form. This form is key to getting started on the right track. Once it is completed, it will be reviewed by the Account Executive with the Customer Service Manager, Programmers, and Customer Service Team. This document will prescribe file formats, layouts, data mapping and test files.
We also ask that you provide your letter templates electronically (MS Word documents are best) but we can accept hardcopy.
You will also be requested to provide business rules inherent in to your process. These business rules include such items as:
- State Blocking and State Licensing Information.
- Custom rules governing to whom and where letters are sent for certain clients or portfolios.
- Formulas you require us to need to calculate, such as dates, dollar amounts, interest, etc.
- Any other rules that govern your letter process. We believe it is better to double up your procedures “just in case” we receive a record or a condition that we shouldn’t have.
Weeks 2-3
PCI Group imports Letter Templates into our GMC Letter design production software.
PCI Group programs unique customer business rules.
PCI Group creates the file reformat, CASS, NCOA and Presort scripts to process your files.
PCI Group creates sample letters utilizing your test data from and forwards to you for review.
Letters are transmitted to you in small batches to streamline the process and not overwhelm your staff.
Week 4
We work together to finalize changes and create production ready letters. You transmit a “live” file.
