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Re-Envision Enterprise Printing

Don’t settle for printer consolidation; seek the elimination of print.

  • Enterprises may be overspending on printing, but this spend is often unknown and untracked.
  • You are locked into a traditional printer lease and outdated document management practices, hampering digital transformation.

Our Advice

Critical Insight

Don’t just settle for printer consolidation: Seek to eliminate print and enlist your managed print services vendor to help you achieve that goal.

Impact and Result

  • Identify reduction opportunities via a thorough inventory and requirements-gathering process, and educate others on the financial and non-financial benefits. Enforce reduced printing through policies.
  • Change your printing financial model to print as a service by building an RFP and scoring tool for managed print services that makes the vendor a partner in continuous innovation.
  • Leverage durable print management software to achieve vendor-agnostic governance and visibility.

Re-Envision Enterprise Printing Research & Tools

1. Re-Envision Enterprise Printing – A step-by-step document to help plan and execute a printer reduction project.

This storyboard will help you plan the project, assess your current state and requirements, build a managed print services RFP and scoring process, and build continuous improvement of business processes into your operations.

2. Planning tools

Use these templates and tools to plan the printer reduction project, document your inventory, assess current printer usage, and gather information on current and future requirements.

3. RFP tools

Use these templates and tools to create an RFP for managed print services that can easily score and compare vendors.

4. Printer policy

Update the printer policy to express the new focus on reducing unsupported printer use.


Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.

8.0/10


Overall Impact

$9,000


Average $ Saved

2


Average Days Saved

Client

Experience

Impact

$ Saved

Days Saved

Regina Catholic Schools

Guided Implementation

8/10

$9,000

2

Sheridan College of Applied Arts & Technology

Guided Implementation

9/10

N/A

10


Re-Envision Enterprise Printing

Don't settle for printer consolidation; seek the elimination of print

Analyst perspective

You're likely not in the printing business.
Prepare your organization for the future by reducing print.

Initiatives to reduce printers are often met with end-user resistance. Don't focus on the idea of taking something away from end users. Instead, focus on how print reduction fits into larger goals of business process improvement, and on opportunities to turn the vendor into a partner who drives business process improvement through ongoing innovation and print reduction.

What are your true print use cases? Except in some legitimate use cases, printing often introduces friction and does not lead to efficiencies. Companies investing in digital transformation and document management initiatives must take a hard look at business processes still reliant on hard copies. Assess your current state to identify what the current print volume and costs are and where there are opportunities to consolidate and reduce.

Change your financial model. The managed print services industry allows you to use a pay-as-you-go approach and right-size your print spend to the organization's needs. However, in order to do printing-as-a-service right, you will need to develop a good RFP and RFP evaluation process to make sure your needs are covered by the vendor, while also baking in assurances the vendor will partner with you for continuous print reduction.

This is a picture of Emily Sugerman

Emily Sugerman
Research Analyst, Infrastructure & Operations
Info-Tech Research Group

Darin Stahl
Principal Research Advisor, Infrastructure & Operations
Info-Tech Research Group

Executive summary

Your Challenge

IT directors and business operations managers face several challenges:

  • Too many known unknowns: Enterprises may be overspending on printing, but this spend is often unknown and untracked.
  • Opportunity costs: By locking into conventional printer leases and outdated document management, you are locking yourself out of the opportunity to improve business processes.

Common Obstacles

Printer reduction initiatives are stymied by:

  • End-user resistance: Though sometimes the use of paper remains necessary, end users often cling to paper processes out of concern about change.
  • Lack of governance: You lack insight into legitimate print use cases and lack full control over procurement of devices and consumables.
  • Overly generic RFP: Print requirements are not tailored to your organization, and your managed print services RFP does not ask enough of the vendor.

Info-Tech's Approach

Follow these steps to excise superfluous, costly printing:

  • Identify reduction opportunities via a thorough inventory and requirements-gathering process, and educate others on the financial and non-financial benefits. Enforce reduced printing through policies.
  • Change your printing financial model to print-as-a-service by building an RFP and scoring tool for managed print services that makes the vendor a partner in continuous innovation.
  • Leverage durable print management software to achieve vendor-agnostic governance and visibility.

Info-Tech Insight

Don't settle for printer consolidation: seek to eliminate print and enlist your managed print services vendor to help you achieve that goal.

Your challenge

This research is designed to help organizations that aim to reduce printing long term

  • Finally understand aggregate printing costs: Not surprisingly, printing has become a large hidden expense in IT. Enterprises may be overspending on printing, but this spend is often unknown and untracked. Printer consumables are purchased independently by each department, non-networked desktop printers are everywhere, and everyone seems to be printing in color.
  • Walk the walk when it comes to digital transformation: Outdated document management practices that rely on unnecessary printing are not the foundation upon which the organization can improve business processes.
  • Get out of the printing business: Hire a managed print provider and manage that vendor well.

"There will be neither a V-shaped nor U-shaped recovery in demand for printing paper . . . We are braced for a long L-shaped decline."
–Toru Nozawa, President, Nippon Paper Industries (qtd. in Nikkei Asia, 2020).

Weight of paper and paperboard generated in the U.S.*

This is an image of a graph plotting the total weight of paper and paperboard generated in the US, bu thousands of US tons.

*Comprises nondurable goods (including office paper), containers, and packaging.

**2020 data not available.

Source: EPA, 2020.

Common obstacles

These barriers make this challenge difficult to address for many organizations:

  • Cost-saving opportunities are unclear: In most cases, nobody is accountable for controlling printing costs, so there's a lack of incentive to do so.
  • End-user attachment to paper-based processes: For end users who have been relying on paper processes, switching to a new way of working can feel like a big ask, particularly if an optimized alternative has not been provided and socialized.
  • Legitimate print use cases are undefined: Print does still have a role in some business processes (e.g. for regulatory reasons). However, these business processes have not been analyzed to determine which print use cases are still legitimate. The WFH experience during the COVID-19 pandemic demonstrated that many workflows that previously incorporated printing could be digitized. Indeed, the overall attachment to office paper is declining (see chart).
  • Immature RFP and RFP scoring methods: Outsourcing print to a managed service provider necessitates careful attention to RFP building and scoring. If your print requirements are not properly tailored to your organization and your managed print services RFP does not ask enough of the vendor, it will be harder to hold your vendor to account.

How important is paper in your office?

87% 77%

Quocirca, a printer industry market research firm, found that the number of organizations for whom paper is "fairly or very important to their business" has dropped 10 percentage points between 2019 and 2021.

Source: Quocirca, 2021.

Info-Tech's approach

Permanently change your company's print culture

  1. Plan your Project
    • Create your project charter, investigate end user printer behavior and reduction opportunities, gather requirements and calculate printer costs
  2. Find the right managed print vendor
    • Protect yourself by building the right requirements into your RFP, evaluating candidates and negotiating from a strong position
  3. Implement the new printer strategy
    • Identify printers to consolidate and eliminate, install them, and communicate updated printer policy
  4. Operate
    • Track the usage metrics, service requests, and printing trends, support the printers and educate users to print wisely and sparingly

The Info-Tech difference:

  1. Use Info-Tech's tracking tools to finally track data on printer inventory and usage.
  2. Get to an RFP for managed print services faster through Info-Tech's requirement selection activity, and use Info-Tech's scoring tool template to more quickly compare candidates and identify frontrunners and knockouts.
  3. Use Info-Tech's guidance on print management software to decouple your need to govern the fleet from any specific vendor.

Info-Tech's methodology for Re-Envision Enterprise Printing

1. Strategy & planning 2. Vendor selection, evaluation, acquisition 3. Implementation & operation
Phase steps
  1. Create project charter and assign roles
  2. Assess current state of enterprise print environments
  3. Gather current and future printer requirements
  1. Understand managed print services model
  2. Create RFP documents and score vendors
  3. Understand continuous innovation & print management software
  1. Modify printer policies
  2. Measure project success
  3. Training & adoption
  4. Plan persuasive communication
  5. Prepare for continuous improvement
Phase outcomes
  • Documentation of project roles, scope, objectives, success metrics
  • Accurate printer inventory
  • Documentation of requirements based on end-user feedback, existing usage, and future goals
  • Finalized requirements
  • Completed RFP and vendor scoring tool
  • Managed print vendor selected, if necessary
  • Updated printer policies that reinforce print reduction focus
  • Assessment of project success

Insight summary

Keep an eye on the long-term goal of eliminating print

Don't settle for printer consolidation: seek to eliminate print and enlist your managed print services vendor to help you achieve that goal.

Persuading leaders is key

Good metrics and visible improvement are important to strengthen executive support for a long-term printer reduction strategy.

Tie printer reduction into business process improvement

Achieve long-lasting reductions in print through document management and improved workflow processes.

Maintain clarity on what types of printer use are and aren't supported by IT

Modifying and enforcing printing policies can help reduce use of printers.

Print management software allows for vendor-agnostic continuity

Print management software should be vendor-agnostic and allow you to manage devices even if you change vendors or print services.

Secure a better financial model from the provider

Simply changing your managed print services pay model to "pay-per-click" can result in large cost savings.

Blueprint deliverables

Key deliverable:

Managed Print Services RFP

This blueprint's key deliverable is a completed RFP for enterprise managed print services, which feeds into a scoring tool that accelerates the requirements selection and vendor evaluation process.

Managed Print Services Vendor Assessment Questions

This is a screenshot from the Managed Print Services Vendor Assessment Questions

Managed Print Services RFP Template

This is a screenshot from the Managed Print Services RFP Template

Managed Print Services RFP Vendor Proposal Scoring Tool

This is a screenshot from the Managed Print Services RFP Vendor Proposal Scoring Tool

Each step of this blueprint is accompanied by supporting deliverables to help you accomplish your goals:

Enterprise Printing Project Charter

This is a screenshot from the Enterprise Printing Project Charter

Document the parameters of the print reduction project, your goals, desired business benefits, metrics.

Enterprise Printing Roles and Responsibilities RACI Guide

This is a screenshot from the Enterprise Printing Project Charter

Assign key tasks for the project across strategy & planning, vendor selection, implementation, and operation.

Printer Policy

This is a screenshot from the Printer Policy

Start with a policy template that emphasizes reduction in print usage and adjust as needed for your organization.

Printer Reduction Tool

This is a screenshot from the Printer Reduction Tool

Track the printer inventory and calculate total printing costs.

End-User Print Requirements Survey

This is a screenshot from the End-User Print Requirements Survey

Base your requirements in end user needs and feedback.

Blueprint benefits

IT benefits

  • Make the project charter for printer reduction and estimate cost savings
  • Determine your organization's current printing costs, usage, and capabilities
  • Define your organization's printing requirements and select a solution
  • Develop a printer policy and implement the policy

Business benefits

  • Understand the challenges involved in reducing printers
  • Understand the potential of this initiative to reduce costs
  • Accelerate existing plans for modernization of paper-based business processes by reducing printer usage
  • Contribute to organizational environmental sustainability targets

Info-Tech offers various levels of support to best suit your needs

DIY Toolkit

"Our team has already made this critical project a priority, and we have the time and capability, but some guidance along the way would be helpful."

Guided Implementation

"Our team knows that we need to fix a process, but we need assistance to determine where to focus. Some check-ins along the way would help keep us on track."

Workshop

"We need to hit the ground running and get this project kicked off immediately. Our team has the ability to take this over once we get a framework and strategy in place."

Consulting

"Our team does not have the time or the knowledge to take this project on. We need assistance through the entirety of this project."

Diagnostics and consistent frameworks used throughout all four options

Guided Implementation

What does a typical GI on this topic look like?

Phase 1 Phase 2 Phase 3

Call #1: Scope requirements, objectives, and your specific challenges.

Call #4: Review requirements.
Weigh the benefits of managed print services.

Call #6: Measure project success.

Call #2: Review your printer inventory.
Understand your current printing costs and usage.

Call #5: Review completed scoring tool and RFP.

Call #5: Review vendor responses to RFP.

A Guided Implementation (GI) is a series of calls with an Info-Tech analyst to help implement our best practices in your organization.

A typical GI is 8 to 12 calls over the course of 4 to 6 months.

Phase 1

Strategy and Planning

Strategy & planning

Vendor selection, evaluation, acquisition

Implementation & Operation

1.1 Create project charter and assign roles

1.2 Assess current state

1.3 Gather requirements

2.1 Understand managed print services model

2.2 Create RFP materials

2.3 Leverage print management software

3.1 Modify printer policies

3.2 Measure project success

3.3 Training & adoption

3.4 Plan communication

3.5 Prepare for continuous improvement

Re-Envision Enterprise Printing

  • This phase will walk you through the following activities:
  • Create a list of enterprise print roles and responsibilities
  • Create project charter
  • Inventory printer fleet and calculate printing costs
  • Examine current printing behavior and identify candidates for device elimination
  • Gather requirements, including through end user survey

This phase involves the following participants:

  • IT director/CIO
  • Business operations manager
  • Project manager

Step 1.1

Create project charter and assign roles

Outcomes of this step

Completed Project Charter with RACI chart

Phase 1: Strategy and Planning

  • Step 1.1 Create project charter and assign roles
  • Step 1.2 Assess current state
  • Step 1.3 Gather requirements

This step involves the following participants:

  • IT director/CIO
  • Business operations manager
  • Project manager

Activities in this step

  • Create a list of enterprise print roles and responsibilities
  • Create project charter

1.1 Create project charter

Use the project charter to clearly define the scope and avoid scope creep

Identify project purpose

  • Why is the organization taking on this project? What are you trying to achieve?
  • What is the important background you need to document? How old is the fleet? What kinds of printer complaints do you get? What percentage of the IT budget does printing occupy?
  • What specific goals should this project achieve? What measurable financial and non-financial benefits do these goals achieve?

Identify project scope

  • What functional requirements do you have?
  • What outputs are expected?
  • What constraints will affect this project?
  • What is out of scope for this project?

What are the main roles and responsibilities?

  • Who is doing what for this project?

How will you measure success?

  • What are the project's success metrics and KPIs?

Enterprise Printing Project Charter

This is a screenshot from the Enterprise Printing Project Charter

Anticipate stakeholder resistance

Getting management buy-in for printer reduction is often one of the biggest challenges of the project.

Challenge Resolution
Printer reduction is not typically high on the priority list of strategic IT initiatives. It is often a project that regularly gets deferred. The lack of an aggregate view of the total cost of printing in the environment could be one root cause, and what can't be measured usually isn't being managed. Educate and communicate the benefits of printer reduction to executives. In particular, spend time getting buy-in from the COO and/or CFO. Use Info-Tech's Printer Reduction Tool to show executives the waste that is currently being generated.
Printers are a sensitive and therefore unpopular topic of discussion. Executives often see a trade-off: cost savings versus end-user satisfaction. Make a strong financial and non-financial case for the project. Show examples of other organizations that have successfully consolidated their printers.

Info-Tech Insight

If printer reduction is not driven and enforced from the top down, employees will find ways to work around your policies and changes. Do not attempt to undertake printer reduction initiatives without alerting executives. Ensure visible executive support to achieve higher cost savings.

Align the printer reduction project to org goals to achieve buy-in

A successful IT project demonstrates clear connections to business goals

Which business and organizational goals and drivers are supported by IT's intention to transform its printing ecosystem? For example,

Legislation: In 2009, the Washington House of Representatives passed a bill requiring state agencies to implement a plan to reduce paper consumption by 30% (State of Washington, 2009). The University of Washington cites this directive as one of the drivers for their plans to switch fully to electronic records by 2022 (University of Washington, n.d.).

Health care modernization: Implementing electronic health records; reducing paper charts.

Supply chain risk reduction: In 2021, an Ontario district school board experienced photocopier toner shortages and were forced to request schools to reduce printing and photocopying: "We have recommended to all locations that the use of printing be minimized as much as possible and priority given to the printing of sensitive and confidential documentation" (CBC, 2021).

Identify overall organizational goals in the following places:

  • Company mission statements
  • Corporate website
  • Business strategy documents
  • Other IT strategy documents
  • Executives

Document financial and non-financial benefits

Financial benefits: Printer reduction can reduce your printing costs and improve printing capabilities.

  • Printer reduction creates a controlled print environment; poorly controlled print environments breed unnecessary costs.
  • Cost savings can be realized through:
    • Elimination of cost-efficient inkjet desktop printers.
    • Elimination of high-cost, inefficient, or underutilized printers.
    • Sharing of workshop printers between an optimal number of end users.
    • Replacing separate printers, scanners, copiers, and fax machines with. multi-function devices.
  • Cost savings can be achieved through a move to managed print services, if you negotiate the contract well and manage the vendor properly. The University of Washington estimated a 20-25% cost reduction under a managed print services model compared to the existing lease (University of Washington, "What is MPS").

Non-financial benefits: Although the main motivation behind printer reduction is usually cost savings, there are also non-financial benefits to the project.

  • Printer reduction decreases physical space required for printers
  • Printer reduction meets employee and client environmental demands
    • Printer reduction can reduce the electricity and consumables used
    • Reduction in consumables means reduced hazardous waste from consumables and devices
  • Printer reduction can result in better printing capabilities
    • Moving to a managed print services model can provide you with better printing capabilities with higher availability

Assign responsibility to track print device costs to IT

Problem:
Managers in many organizations wrongly assume that since IT manages the printer devices, they also already manage costs.

However, end users typically order printer devices and supplies through the supplies/facilities department, bypassing any budget approval process, or through IT, which does not have any authority or incentive to restrict requests (when they're not measured against the controlling of printer costs).

Organization-wide printer usage policies are rarely enforced with any strictness.

Without systematic policy enforcement, end-user print behavior becomes frivolous and generates massive printing costs.

Solution:
Recommend all print device costs be allocated to IT.

  • Aggregate responsibility: Recommend that all printer costs be aggregated under IT's budget and tracked by IT staff.
  • Assign accountability: Although supplies may continually be procured by the organization's supplies/facilities department, IT should track monthly usage and costs by department.
  • Enforce policy: Empower IT with the ability to enforce a strict procurement policy that ensures all devices in the print environment are approved models under IT's control. This eliminates having unknown devices in the printer fleet and allows for economies of scale to be realized from purchasing standardized printing supplies.
  • Track metrics: IT should establish metrics to measure and control each department's printer usage and flat departments that exceed their acceptable usage amounts.

Don’t settle for printer consolidation; seek the elimination of print.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

MEMBER RATING

8.0/10
Overall Impact

$9,000
Average $ Saved

2
Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 3-phase advisory process. You'll receive 6 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Strategy and planning.
  • Call 1: Scope requirements, objectives, and your specific challenges.
  • Call 2: Review your printer inventory. Understand your current printing costs and usage.

Guided Implementation 2: Vendor selection, evaluation, and acquisition.
  • Call 1: Review requirements. Weigh the benefits of managed print services.
  • Call 2: Review completed scoring tool and RFP.
  • Call 3: Review vendor responses to RFP.

Guided Implementation 3: Implementation and operation.
  • Call 1: Measure project success.

Authors

Darin Stahl

Emily Sugerman

Contributors

  • Jarrod Brumm, Sr. Digital Transformation Consultant
  • Jacques Lirette, President, Ditech Testing
  • 3 anonymous contributors
  • 187 survey participants
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