1. Develop a Print Strategy
For businesses who wish to reduce costs by managing their printing, a document and print strategy is essential. Best practices conclude that fleet assessment and strategy development should be hardware manufacturer independent. Independence should deliver a high degree of objectivity. Without this independence, the risk is that the assessment will be focused on hardware technology, not business needs. An advanced Print Strategy should be policy driven with the flexibility to encompass new policies quickly and efficiently as business changes dictate enabling a high degree of business agility. It should include a clear definition of the infrastructure tools to support the implementation and management of the strategy, Current and future functional requirements, Design principles and policies, device retirement policies, service policies covering device and user service availability, baseline print costs, their drivers and cost targets, implementation recommendations sensitive for the rate of change you business can realistically manage, a solution scalable corporate-wide not just focused on proof of concept and pilot sites, and method for measuring results of implementation. A proposal from a supplier for more services and/or hardware does not constitute a strategy. Your strategy infrastructure tools should be independent from the hardware vendor to ensure you have an objective view for both the short medium and long term. Relying on the manufacturer to decide which device is most cost effective for your corporation carries the risk that the hardware vendor who is motivated to sell more devices and associated consumables – ink & toner will recommend just that. The corporate print strategy should be revisited every 3 to 5 years which should include proper benchmarking.
2. Establish a service baseline
The baseline assessment is used as the starting point for developing the corporate print strategy. During baseline assessment, best practices incorporate all costs into the picture, not just consumables – the largest cost being human resources and their efficiency in using the service. The service baseline should consider device and printing behaviour over a period of time, 30 to 60 days, and include how the service is delivered, what impacts it is having on business cost and productivity, what the functional needs of the business are, how much printing is being produced, and what is being purchased at what cost. Note: If the current Print Service Provider already has a printer fleet management tool which contains a database of device inventory, printing activity and printer events, his revenue could be increased by offering professional independent assessment services. In addition, the service provider should be able to prepare a competitive managed print services proposal based upon the current inventory and understanding of his client’s printing history. A greater knowledge of the printer fleet than both their client and competitor is a significant strategic advantage.
3. Treat printing equipment as an IT asset
Best practices recognise that the Printer Fleet is a corporate asset, and therefore should be managed as any other IT asset. Printer asset management should look at the fleet from the enterprise perspective building this from each device through its lifecycle history. A printer lifecycle encompasses purchase decisions, upgrades, printer financials, maintenance, supplies management, moves and retirement. The enterprise perspective looks at the fleet inventory using corporate metrics, comparisons and trends, making decisions from a global, rather than, unit or commodity basis. Most suppliers look at a snapshot in time to track, optimise & identify cost savings. To do this, approximations for costs are used which are often highly inaccurate. Your print strategy infrastructure software suite should address inventory cost, location and its changes through time, including maintenance, supplies usage and provide multi-vendor equipment support. The information should allow you to decide when to retire printers and which model/manufacturer is most cost effective as a replacement.
4. Optimise
Best practice focuses on optimising the number of hardware manufacturers, the number of different device models, and the number of suppliers & service providers, according to your company’s functional needs. In some cases this will result in reducing the number devices but not necessarily so. The objective is to increase user productivity and device reliability throughput and yields and to reduce inventory and intervention costs due to assets, toner supplies, supplies replenishments and failures. The general direction of managed print services is to reduce – to reduce total costs, to reduce the amount of printing, to reduce the number of devices, to reduce the number of manufacturers and models, and to reduce the number of suppliers. However if these reductions drive up interventions due to device over use causing lower device reliability, reprints and waste from contention, productivity will be lost and user satisfaction will suffer. Any supplier providing regular reporting from advanced print infrastructure management software on the client’s printing should have an advantage to extend the number of devices managed and to offer additional value based services in other areas of print management.
5. Automate
Managing print services in a cost effective manner requires automation of many of the processes involved. Automatic device discovery and meter reads are only the beginning. The printer fleet management tool should also automate – asset management, location management, cost management, availability management, service requests in the event of a device alert (having intelligently eliminated irrelevant information and warnings at a device and fleet level) toner requests grouped to minimise transaction and shipping costs, scheduled maintenance requirements, device retirement and replacement scheduling, scheduled reports, printer supplies yield comparisons, amongst others. The managed services should not add to the human resource burden rather relieve it in delivering an optimised service.
6. Manage Desktop Printers
Desktop directly connected printers can often the most expensive component of the printer fleet on a per page basis. Not only do they tend to be under utilised, but also supplies are expensive and the printers are complex to track and manage. Best practice recommends eliminating printing using direct-attached printers except where absolutely necessary. Reasons for eliminating direct-attached printers include:
- The highest per page printing cost (TCO)
- Complex supplies management
- Greater supplies inventory costs
- Increased software management complexity
- Added complexity for asset management
- Regulatory and policy compliance issues.
Unfortunately, in some organisations there is can be a proliferation of direct-attached printers, resulting in challenges to manage these costs effectively. Life-cycle costs can result in it being more cost effective to provide low cost network alternatives to direct connected devices even if the company strategy for good reasons allows certain employees to keep personal printers. If the print strategy permits desktop printers, best practices recommend that the printers be restricted to a limited number of hardware model choices and should be network-attached, not USB-attached, to make them consistently visible to the network and to the management tools.
7. Governance for suppliers
Best practices require that suppliers be actively managed. That includes all suppliers: hardware, software, service, supplies, and consulting. Your suppliers’ objectives may not necessarily be compatible with your corporate objectives. Some corporations hire independent consultants during the assessment and strategy phase, but the deployment and on-going operational phase also requires quality control and supplier governance. Service Level Agreements (SLA) specify contractual activities that ensure your printers are available for use. The only way to ensure that the service supplier adheres to the SLA is to monitor the critical items over time. These metrics include % uptime both for devices and the overall service delivered, average time it takes to resolve any printer problems, and frequency of breakdown. Other areas of vendor governance include billing accuracy and corporate resources expended for the supplier.
8. Sustain savings through Continuous Improvement
Once the fleet strategy is deployed, the corporation optimises enterprise printing through pro-active monitoring of printer assets, failures and interventions, supplies management, and service level agreements. As with every aspect of managed print services, an infrastructure management suite of software which collects and stores this device and printing data is necessary to support the intelligent recommendations the Managed Service Provider offers to his customers. Continuous improvement requires active and continuous attention to print assets and functional business needs. Human behaviour can easily slip back into old printing management habits. Active monitoring and management automation can alleviate increases in costs arising from human frailties. This means continuous monitoring and ongoing measuring of the true impact to your business and relative costs of printing on each device. It is a fallacy to rely upon the manufacturers’ benchmarks for each model since they are unlikely to reflect you business and management policies. Each organization has different printing behaviours and needs, it is this you need to manage and control.
9. Monitor, Measure, Manage
The key to sustaining the savings from managing printing is to measure, adjust, measure, and adjust on a continuous and ongoing basis. This is where Managed Print Service Providers can retain and increase business by pro-actively demonstrating their value with regular reports on their customer’s printing which should include trend analysis showing pages, costs, interventions, availability and problems. This report should identify business changes and areas where improvements can be made such as moving, swapping, or replacing equipment always with a view to reduce total printing costs, interventions and increasing user service availability. Of course, a print infrastructure management suite, such as Insight II, is required to continuously monitor the corporate print environment to manage and generate the information for advanced business reports.
10. Regular reporting and benchmarking
Inherent in managed print services is a regular re-assessment of the corporate print environment. As with any business best practice, scheduled comparative assessments or benchmarks are necessary to stay on track competitively and strategically. The primary objective is to ensure that the savings realized by managed print services is being maintained. For instance, your strategy may have a target of 1 failure and 5 toner interventions per device per year. However without due diligence and constant attention, this target may well deviate with cost and productivity implications. Regular comparative analysis would highlight any deviation from targets and policies. In addition technology is constantly changing so the policies established at the start of the contract may no longer be appropriate to deliver the service you require. Reporting according to a schedule is critical. A best practices recommendation is to conduct formal service reviews with a report of the corporate printing environment every 6 months to reveal trends against policies but so as not to be too much of a management overhead. Monthly reports should be available to view allowing significant issues to be dealt with outside of formal reviews. Formal benchmarking should be conducted every 2 to 3 years prior to contract renewal and should include user satisfaction analysis and productivity impact assessments. As a cost effective approach, a print management infrastructure suite that continuously monitors printer service volumes and printing activities should perform this reporting. The more you know about your corporate printer fleet, the greater potential in cost savings. Continuous attention to the printer fleet by managing print service on an ongoing basis will pay off on your financial statements.