Pitney Bowes Inc. · NYSE:PBI

Pitney Bowes — Investor Presentation (March 2003)

25 slides from Pitney Bowes's investor presentation, Mar 19, 2003

  1. Slide 1: Pitney Bowes - Engineering the flow of communication

    =z PitneyBowes Engineering the flow of communication Michael J. Critelli Chairman & Chief Executive Officer

  2. Slide 2: Pitney Bowes - Good to Great / Built to Last

    Pitney Bowes GOOD.TO JIM COLLINS Coauthor a te besuaing BUILT To LasT

  3. Slide 3: Pitney Bowes - Engineering the flow of communication

    Fiz PitneyBowes Engineering the flow of communication

  4. Slide 4: Observations

    Observations * Constant Communication With Customers Is Essential * Businesses Underestimate Their Communication Costs * Business Generally Don't Appreciate the Range of Communication Solutions Provided by Pitney Bowes

  5. Slide 5: $250 Billion Global Market Opportunity

    $250 Billion Global Market Opportunity Creative Services Retail /Delivery Originate =™Produce ™ Distribute = Receive =Update Integrated Outsourcing Facilities Management Digital on Demand Commercial Transaction Archival Management Retrieval

  6. Slide 6: Growth Strategies

    Growth Strategies Mailstream Document Global Cross- Expansion Management Penetration Selling ENHANCE CORE BUSINESSES

  7. Slide 7: Fundamentals of Success

    Fundamentals of Success * Passion to Help Organizations Communicate Effectively * Exceptional Technology and Know How * Global Distribution Network * Diverse, Talented Workforce * Highly Ethical Standards

  8. Slide 8: Five Changes

    Five Changes * Become More Integrated * Introduce More Discipline into Business Processes * Integrate Acquisition Capability with Focused Growth Strategy * Diversify Customer Base and Solutions * Think Big About Future Opportunities

  9. Slide 9: More Integrated

    More Integrated * Disengaged From Non-Core Businesses * Common Mission for Core Businesses * Organize as “One Company” with Common Infrastructure * Enterprise Relationship Development Group * Integrated Re-Branding Campaign

  10. Slide 10: More Discipline

    More Discipline * Incorporate Six-Sigma Performance Excellence Tools * Streamline Infrastructure * Review General and Administrative Expenses

  11. Slide 11: Acquisitions

    Acquisitions * Focused Acquisition Strategy in Mail and Document Management * Demonstrated Success = Identifying Opportunities = Completing Acquisitions = Integrating Acquisitions

  12. Slide 12: Diversification

    Diversification * Increased Leasing and Rental Initiatives * Expanded Value Proposition * Upgraded Sales Capabilities * Deliver Innovations More Quickly

  13. Slide 13: Think Big

    Think Big * Company-Wide, Top-Down Planning * Not Business as Usual * Stay Focused on Core Businesses

  14. Slide 14: Market Opportunities - Criteria

    Market Opportunities - Criteria * Markets are Energizing and Compelling * Markets are Large and Growing * Possess or Acquire Critical Capabilities For Success * Ability to Become Market Leader

  15. Slide 15: Growth Strategies

    Growth Strategies Mailstream Document Global Cross- Expansion Management Penetration Selling ENHANCE CORE BUSINESSES

  16. Slide 16: Understanding the Mail Stream

    Understanding the Mail Stream * Stable Postal Rates Mean Higher Volumes * Mail Volumes Are Large = 400 Billion Pieces Worldwide * Opportunities to Add Value to Mail Pieces - Targeted and Personalized Mail - Direct Interaction Between Mailers and Postal Service = Consolidation of Mail to Reduce Cost

  17. Slide 17: Drivers of Mail

    Drivers of Mail * Electronic Networks Generate Mail * Mail and Documents Connect Organizations to Their Customers * Mail Gets Through to Intended Recipients

  18. Slide 18: Mail Value Chain

    Mail Value Chain $80 Billion U.S. Opportunity Creation / inti Finishing Presort/ Pangng, Work Sharing Fulfillment Data Processing List Management Consolidation Creative Services Retail /Delivery Originate = Produce = Distribute = Receive Update

  19. Slide 19: Mailstream Expansion Opportunities

    Mailstream Expansion Opportunities * Intelligent Mail * Work Sharing Services * Postage and Carrier Payment Financing

  20. Slide 20: Work Sharing Services

    Work Sharing Services Seu Presort / Work Sharing

  21. Slide 21: Document Management Value Chain

    Document Management Value Chain Originate = Produce = Distribute = Receive = Update Copy/Print Integrated Outsourcing Facilities Management Digital on Demand Commercial Transaction Printing = Archival/ Management Retrieval $90 Billion U.S. Opportunity

  22. Slide 22: Document Management

    Document Management * Internal and Customer Facing Material - Training Materials - Technical Documents - Sales Collateral Regular Communications to Customers - Customer Bills - Customer Statements - Letters

  23. Slide 23: Global Penetration

    Global Penetration * European Mailing Market Transition - From Monopoly to Competition - New Postal Competitors * Emerging Market Opportunities - Japan - China = India - Brazil

  24. Slide 24: Cross-Selling

    Cross-Selling * Focus on Enterprise Customers * Expand Presence Internationally * Leverage Technology-Based Tools

  25. Slide 25: Pitney Bowes Advantages

    Pitney Bowes Advantages * Expertise in Comprehensive Communication Processes * Broad Range of Communication Solutions * Opportune Time to Execute Growth Plan * Well Positioned to Win Against Competition

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