Automation for the Custom Products Industry

• Software Systems, Inc. founded in 1992

• Kevin Reagan (owner) and Rita Roberts (consultant)

– Over 50 years combined software development experience

• We have developed software for numerous businesses

– Banks and Insurance Companies

Introduction

– Banks and Insurance Companies

– State government agencies

– Cellular Telephone and Electric Companies

– Agricultural Research Companies

– Funeral Homes

– Retail Businesses

– Manufacturing Companies

• ArchiType was originally developed for Classic Impressions

– A rubber stamp manufacturer based in Little Rock

– We developed, supported, and managed their software for fourteen years

– The company enjoyed rapid growth and expanded to Atlanta and Phoenix

Introduction

and Phoenix

• ArchiType played a large role in the success of the company

– Labor Costs were significantly reduced

– Postage and shipping costs were significantly reduced

– Error rates declined

– Customer satisfaction improved

– Over 95% of all orders could be filled and shipped same-day

• Classic Impressions still runs our software today

• Today eight companies enjoy the benefits of ArchiType– Holmes Stamp and Sign – Jacksonville, FL

– FRS/Spectra – Fresno, CA

– Pinellas Rubber Stamp and Engraving – Tampa, FL

ArchiType Installations

– Pinellas Rubber Stamp and Engraving – Tampa, FL

– Quality Rubber Stamp – Columbus, OH

– Classic Impressions – Atlanta, GA

– Classic Impressions – Little Rock, AR

– Fred Lake and Company – Dallas, TX

– RubberStamps.net – Bettendorf, IA

• The ninth installation is in progress now

Document Order Order

ArchiType is a suite of integrated programs designed to

deliver efficiency, automation, and cost savings to the

custom products industry

What is ArchiType?

Document

Manager

Order

Designer

Order

Fulfillment

Billing and

ShippingReceivables

Utypia

Integration

• Documents are digitized and stored electronically

• Documents are automatically filed to the proper customer account

• Eliminates labor spent filing documents

Automatically

Manages Incoming

Faxes and Emails

• Simply look up an account and all their emails and Documents are

Features and Benefits

• Simply look up an account and all their emails and faxes are visible

• Eliminates the labor of searching for filed documents

Documents are

Instantly Available for

Viewing on any PC

• Quotes and Proofs

• Order Confirmations

• Invoices, Statements, Past Due reminders

Automates Outgoing

Customer

Correspondence

• Typeset your orders with our integrated Corel Draw Module

• ArchiType captures and stores everything about the order in our database

• Some shops are handling orders multiple times (once to typeset, again to ship, again to bill)

With ArchiType You

Handle Orders

Only Once

• Orders automatically download from your Utypia website into ArchiType.

• Including production-ready images, shipping and billing addressesWith Utypia Integration

You Don’t Typeset

Features and Benefits

• Including production-ready images, shipping and billing addresses

• Pricing, discounts, and shipping charges

• Completely eliminates manual typesetting and billing of orders

You Don’t Typeset

Orders at All

• Vellum for polymer products

• Laser files (with cut lines) for laser products

• Engraving files, Sublimation files, and all others

Production Documents

are Generated

Automatically

• Packing slips are created for blind drop-ship wholesale accounts

• Invoices can also be automatically faxed or emailed to your customers

• Uses shipping notification services by FedEx, UPS, and Endicia (for US Mail)

Invoices are Created

Automatically

• Professional-looking, full-color

• Shows full image of impression

• Includes Dealer name and phone number for easy reordering

Stamp Index labels

are Printed

Automatically

• ArchiType knows the weight of every item

• You no longer need to manually weigh packages and type labelsShipping Labels

are Created

Features and Benefits

• You no longer need to manually weigh packages and type labels

• ArchiType interfaces with FedEx, UPS, and US Postal Service

• Tracking numbers are retrieved and stored with orders

are Created

Automatically

• Look up past orders by almost any information you may have:

• Order#, PO#, customized text, account#, shipping address, Invoice#

• Duplicate past orders with one click

Easily Locate

and Duplicate

Past Orders

• For common items like

• State notary seals

• Client-specific name-badges

Create Templates to

Simplify Order Entry

• Everything you expect in an Accounts Receivable system plus much more

Feature-rich Integrated

Accounts Receivables

System

• Occurs at 7:00 pm on the last day of the monthAutomatic Generation

of Statements

Features and Benefits

• Occurs at 7:00 pm on the last day of the month

of Statements

• Saving you the cost of postage and the labor of folding/stuffing

• You still have the option of printing invoices for your old-fashioned customers

Statements are

Emailed or Faxed

• Automatically generates past due invoice reminders (by fax or email)

• With one click you can fax or email copies of invoices

• With one click you can fax or email all of an account’s past due invoices

ArchiType Customers

Enjoy Improved

Account Collections

• Automatic monthly bank draft for accounts that sign up

• Accept “checks-by-fax”

• Turn faxes from your customers into bank drafts

• Collect past due balances immediately

Bank Draft Option

and “Checks-By-Fax”

• Percent or dollar discounts

• Special pricing by account

• Special pricing by groups of accounts

Flexible

Customized

Features and Benefits

• Special pricing by groups of accounts

• Special prices can be effective dated

Customized

Pricing

• For large commercial accountsOptional EDI Billing

Interface

• From payment systems like

• Ebay, Amazon, PayPal,

• And bank lock-box services

ArchiType can

Automatically

Post Payments

• Past due accounts are placed on hold

• Give special accounts extra “grace days”

Automatic

credit-hold

processing

Optional

Features and Benefits

• Occurs automatically on the last day of the month

• You control which accounts are charged

Optional

calculation of

finance charges

• ArchiType forces PO numbers for accounts that require it

• Requires shipping addresses for drop ship accounts

Automatic

Enforcement of

Account Rules

Estimated Savings based on $10/hr labor: $2410

Filing (2 hrs per day)

Typesetting (4 hrs per day)

Weighing and Shipping (3 hours per day)

Index labels (2 hrs per day)

Statement Postage (500 at $0.42 each)

Potential Monthly Savings

400

800600

400210

Statement Postage (500 at $0.42 each)