Smartsheet Workflow integration with Docu sign by Smarter Business Processes
25
DocuSign Confidential Accelerating Your Digital Transformation from Smarter Business Processes 2015
-
Upload
gwen-rymill -
Category
Technology
-
view
197 -
download
1
Transcript of Smartsheet Workflow integration with Docu sign by Smarter Business Processes
DocuSign Confidential
Accelerating Your Digital Transformation
from Smarter Business Processes 2015
22
Vision
Enable organizations to
“keep business digital”
Market Leader
• More than 110K Customers
• 188 Countries, 43 Languages
• Top brands across industries
2009 2010 2011 2012 2013
Leader in Users
40M+ Users, 40K New Users/Day
Leader Among Analysts
#1eSignature
Takes Off
#1eSignature
Wave
#1DTM Category
Leader
33
Sydney
London
Chicago
Seattle
San
Francisco
Paris
São Paulo
DocuSign Around the World
4
Sends
Web App Signs
Sends
Web App Signs
Sends
Web App Signs
Sends
Web App Signs
Sends
Web App Signs
Sends
Web App Signs
Mobile Signs
Sends
Web App Signs
Mobile Signs
Sends
Web App Signs
Mobile Signs
Sends
Web App Signs
Mobile Signs
Sends
Web App Signs
Mobile Signs
55
Customer Aspirations
We need to
streamline our
operations.
We need to
accelerate our
revenues.
We need to
transact via
mobile.
We need to
improve our
customers’
experience.
We want to go
paperless.
66
Enterprise wide many uses…
Sales Order Processing
Account Provisioning
Sales Compensation
Agreements
Referral Agreements
Reseller Agreements
Field Sales Agreements
New Customer Sign Ups
Terms and Conditions
Event Registration
Customer Communication
Approvals
Mass Mailing / Email
Approvals
Customer Communication
Approvals
Brand Compliance / Audits
Event and Vendor Approvals
New Hire Paperwork
Candidate NDA
On/Off-boarding Checklist
Employee Policy Distribution &
Signature
Contractor Agreements
Non-disclosure
PTO Management
Payroll Forms
Front Desk Sign-in
Work Orders
Lease Agreements
Move In / Move Out Requests
Parking Permits
Equipment Rentals
Lien Releases
Site Passes and Onsite
Waivers
Invoice Processing
Expense Reporting
Capitalization Management
Audit Sign Off
Policy Management
Inventory Signoff
Asset Transfer / Retirement
Hiring Freeze Exemption
M&A Documentation
Account Changes
Service / Work Orders
Term Changes
Self Service Requests
Compliance
Field Service
Cancellation Requests
Internal Cancellation
Processing
Asset Tracking
Change Requests
Requirements Sign Off
Access Management
Incident Reporting
Production Change
Authorization
Maintenance Authorization
Order Fulfillment
Change Management
Release Management
Code Review Reporting
Requirements Acceptance
Release Scope Commitments
Project Charter Templates
NDAs
Contract Management
Internal Compliance
IP Licensing
Patent Applications
Board Minutes
Trade Name Assignment
Trademark Assignment
Finance Agreements
Purchase Orders
Statements of Work
Master Service Agreement
RFP Sign Off
Supplier Compliance
Competitive Procurement
Summaries
Sole-Source Justifications
Procurement Card
Applications
Sales
Marketing
HumanResources
Facilities
Finance
Support
IT /Operations
Product Management
Legal
Procurement
77
Collage
Make the world a better place
88
Digital Consumer Security & ComplianceMobility
Digital Transformation Drivers
99
The Next Major Step in Productivity
1960sMainframe Computing
1970sMini Computing
1980sClient/Server
Computing
2000Cloud
Computing
Today Mobile
2010sSocial
Networking
Next Step
Fully Digital
Enterprise
Smartsheet workflow integration with DocuSign
Your Consultant is Richard Rymill
The need…
Service Engineers of most Skills and Industries have need of a simple workflow
To record time taken, note the solution provided and get the client to Sign off
that work for Invoice or as part of a service agreement.
The Solution…
Using a Smart Phone or Tablet, the details of the work is entered from a
Smartsheet SmartForm that Populates a worksheet.
The sign off…
Is automated by Smartsheet data merging with DocuSign Documents.
See how…
11
A template is created in DocuSign that
has Data Fields ready for population
1212
DocuSign in Your Business… Using any Device
Mobile AppsiOS, Andriod, Win 8
Desktop/LaptopCreate templates
Admin controls
System automated
APICustom work flows
Customer Integrations
Integrated Enterprise Solutions Custom work flows
Customer Integrations
13
The SmartForm takes data from a Phone,
Tablet or a PC and Populates the Customer log
14
The Customer work log has added the latest job to the bottom of the
sheet. The data contained can now be merged for signature.
15
Access the Smartsheet data merge page from a book
mark on your iPad and Proceed to choosing the client…
16
Choose the correct Row or Rows to send out several
Documents for sign-off all at one click. Next…
17
Client gets an email inviting them to “view the documents” …
18
Client is asked to confirm the data is correct or make changes
(if you allow them to) and Sign it off securely.
19
Each party then get a secure copy of the signed form by
email.
20
This is a screenshot of an iPad asking for a signature, as used by an
engineer onsite seeking a signature from his customer, or the same screen if
the client picks up his request on their ipad and has not, as yet save a digital
signature. ... Could even be used to receipt a parcel?
21
The Signed document copy is then automatically added to the customer log
sheet in Smartsheet for the records when invoicing.
22
A Secure Digital certificate is created for every transaction
53 trillion pages printed550 billion paper faxes
3B Overnight Express Envelopes100M One Customer
Or we can just carry on .... Business as Usual?
24
Enterprise Wide
Sales
Marketing
Procurement
Legal
ProductManagement
IT / Operations
Support
Finance
HumanResources
Facilities
DocuSign Across the Enterprise
Smartsheet workflow integration with DocuSign by ourselves
Arrange a Free initial consultation or demonstration
Now, email me or call +44 1937 541 553
Your Consultant is Richard Rymill
www.smarterbusinessprocesses.com
