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How to Actually Get Started with a Print Strategy

Picture of Jim Lancer
Jim Lancer

TL;DR

If you want a print strategy that actually sticks, do not start with policies or procurement.

Start with analytics to understand what is happening today. Then roll out direct print to simplify printing and standardize the experience. Finally, implement secure release where it makes sense to protect sensitive documents, reduce abandoned print jobs, and improve accountability.

Print strategy is one of those topics that sounds straightforward until you try to implement it. Do we start with rules? With new devices? With security? With cost control?

The truth is: the fastest way to build a strong print strategy is to start with visibility, then move to control, then lock it down.

That path looks like this:

  1. Understand your print environment with analytics
  2. Introduce direct print for a consistent, reliable experience
  3. Add secure release to protect data and reduce waste

Let’s walk through exactly how to do that, step by step.

Employee using a printer and tablet, representing print analytics, secure release, and standardized print workflows.

Why Most Print Strategy Efforts Stall

Print is deceptively complex. It touches end users, IT, security, compliance, finance, and often facilities. Many organizations try to solve everything at once and end up stuck in analysis paralysis or rolling out point fixes that do not scale.

Here are the most common traps:

  • Making big decisions without hard data
  • Starting with enforcement before building trust
  • Treating print like a device problem instead of a workflow problem
  • Underestimating how much driver complexity and server sprawl slows everything down

A practical print strategy focuses on outcomes: visibility, consistency, security, and governance.

Step 1: Start with Analytics to Understand Your Print Environment

Before you decide what to change, you need to see what is happening today.

What analytics answers right away

A solid print analytics baseline should help you answer questions like:

  • Who prints the most, and what are they printing?
  • Which printers are overused, underused, or frequently down?
  • How much color printing is happening, and is it necessary?
  • Where are print costs coming from: volume, color, device sprawl, or support?
  • What is the true print footprint across offices, departments, and locations?
  • Which workflows are high risk from a security perspective?

If you cannot answer those questions confidently, every decision you make next will be a guess.

What to measure first (and why it matters)

Print volume by location and department – This reveals hotspots and opportunities for right-sizing.

Color vs. mono usage – Color is often where savings live. It is also where policy decisions can go wrong if you do not understand business needs.

Device utilization – Low utilization devices drive up cost per page and support overhead.

Failure rates and support tickets – If a handful of devices cause most issues, you can address them without replacing everything.

User behavior patterns – You may discover that a large share of printing comes from just a few teams, specific applications, or recurring document types. In fact, in most instances, the top 1 percent of users generate 20 percent of the print volume. 

A practical baseline timeline

You do not need six months of data to start. In many environments, 2-4 weeks provides enough signal to identify:

  • major cost drivers
  • device redundancy
  • key user groups to prioritize
  • security-sensitive workflows

The goal is not perfection. The goal is insight you can act on.

Step 2: Move to Direct Print to Standardize and Simplify

Once you have visibility, the next move is consistency.

Direct print, when done well, removes much of the complexity that makes printing feel unreliable and expensive. It helps reduce support burden and improves the user experience, especially in environments with:

  • many locations
  • diverse printer fleets
  • hybrid work
  • mixed OS endpoints
  • frequent changes to printers and device assignments

What “direct print” means in a modern strategy

Direct Print is about enabling print flows that do not depend on fragile, legacy infrastructure and constant driver maintenance. It is also about making printing predictable, regardless of where someone is sitting.

The benefits include:

  • fewer print servers to manage
  • less print driver chaos
  • simplified onboarding for new users and new locations
  • better reliability and fewer help desk tickets
  • a consistent print experience across device models

How to roll it out without disruption

Start with a controlled pilot that aligns to what you learned in analytics.

Pick one or two environments such as:

  • a location with diverse device types
  • a department that prints frequently or is open to change
  • a site with high support burden

Then standardize:

  • how printers are discovered
  • how drivers are handled
  • how print queues are managed
  • what “good” looks like for reliability and support SLAs

Once direct print is stable, you will have the foundation for the next step: secure release.

Step 3: Add Secure Release to Improve Security and Reduce Waste

Secure release is where print strategy shifts from “IT efficiency” to “risk management and governance.”

It ensures documents only print when the user is physically present to retrieve them. That matters for privacy, compliance, and common-sense security.

Why secure release belongs after analytics and direct print

Secure release is powerful, but it changes user behavior. If your environment is already frustrating, asking users to authenticate at the device can feel like added friction.

If you first improve reliability and consistency through direct print, secure release becomes a logical next step, not another burden.

The outcomes secure release enables

Reduced sensitive document exposure – No more printed documents sitting unattended in output trays.

Lower waste and fewer abandoned jobs – When users must release jobs, unclaimed prints drop dramatically.

Better accountability – Secure release ties printing to the individual user, which supports governance and auditability.

Intentional print confirmation – Secure release provides users a deliberate second chance to cancel a job before it prints, preventing accidental or regretted prints.

Improved compliance posture – Especially valuable for industries like healthcare, finance, education, and government.

How to introduce secure release smoothly

  • Start with high-risk areas first, such as HR, legal, finance, or clinical spaces
  • Offer multiple authentication options (badge, PIN, mobile)
  • Use analytics to identify where abandoned jobs are common
  • Communicate the “why” in user-friendly terms: flexibility, privacy, security, and less waste

Putting It All Together: A Simple Print Strategy Roadmap

Here is the sequence that works in the real world:

Phase 1: Visibility (Analytics)

  • Collect baseline usage, cost, and risk insights
  • Identify quick wins and high-impact areas
  • Create an informed plan instead of a guess

Phase 2: Consistency (Direct Print)

  • Standardize print experiences across users and locations
  • Reduce print server and driver overhead
  • Improve reliability and lower support volume

Phase 3: Security (Secure Release)

  • Protect documents at the device
  • Reduce waste and abandoned jobs
  • Improve compliance and user accountability

If you follow this path, your strategy will be data-informed, scalable, and measurable.

How Pharos Can Help You Get Print Strategy Right

Pharos helps organizations build a modern print strategy that is measurable, secure, and sustainable.

We work with you to:

  • Establish clear baseline analytics so you understand usage, cost drivers, and risk areas
  • Implement direct print workflows that reduce complexity, improve reliability, and support hybrid environments
  • Deploy secure release to protect documents and cut waste without disrupting productivity
  • Define a roadmap that aligns IT, security, and business stakeholders around shared outcomes
  • Measure results continuously so strategy stays relevant over time

If you are ready to move from “we should fix print” to a strategy that actually works, Pharos can be your trusted partner from the first data pull to long-term optimization. 

Picture of Jim Lancer
about the author

Jim Lancer

description

Jim Lancer is Head of Product at Pharos, where he leads customer-facing delivery and ensures successful implementation of complex technology solutions. With a career spanning technical consulting, product management, and engineering leadership, he brings deep expertise in cloud solutions, project execution, and cross-functional team leadership. Jim is passionate about helping organizations maximize the value of their technology investments through thoughtful strategy and hands-on execution.

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What is a print strategy?

A print strategy is a structured plan for how your organization manages printing, including cost control, device footprint, user experience, security, and governance. A strong strategy is based on data and aligns with business needs, not assumptions.

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How do we know if print is actually a problem?

Start with analytics. Many organizations underestimate print cost and risk because the environment is fragmented across departments and locations. Data typically reveals device redundancy, costly color printing, inconsistent user experiences, and security gaps.

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How long does it take to see results?

You can often identify quick wins within the first few weeks of analytics. Direct print improvements and secure release benefits depend on rollout scope, but most organizations see noticeable impact in reliability, support reduction, and waste reduction soon after deployment begins.

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Do we need to replace printers to improve print strategy?

Not necessarily. Many improvements come from better management, standardization, and workflow changes. Analytics can help you determine where device changes matter and where they do not.

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Will users hate secure release?

Not if the experience is reliable and the reason is clear. If secure release is positioned as protection and waste reduction, and authentication is easy, adoption is typically strong. Begin the conversation with ‘IT friendlies’ who are open to embracing change and will champion new technologies within the company. Starting with high-risk areas also makes the value obvious.

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What is the biggest mistake organizations make?

Trying to start with policy enforcement or secure release without first understanding the environment. When strategy begins with analytics and a better print experience, the later security steps feel like an upgrade, not a punishment.