[Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a...

Underwri(enby: Presentedby:

#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt

MovingPastInkwithE-Signatures–BestPrac7cesforEvalua7ngand

Selec7ngaSolu7onforYourBusinessPresentedMay11,2016

Co-presentedby:

MovingPastInkwithE-Signatures:BestPrac(cesforEvalua(ngandSelec(ngaSolu(onforYourBusiness

AnAIIMWebinarDeliveredon26May,2016UK/EuropeanEdi7on


TedRohmSeniorResearchAnalystTechnologyEvalua(onCenters

RahimKabaDirectorofProductMarke8ngeSignLive

Host:TheresaResekDirectorAIIM

Today’sSpeakers

Co-presentedby:


TheBusinessCaseforE-SignatureSoMware

TheBusinessCaseforE-SignatureSoMware

TedRohmSeniorResearchAnalyst

TechnologyEvalua(onCenters

Co-presentedby:


Disrup(veForcesDriveDigi(za(on

§  Electronicsignaturesareakeyforceformanyindustries

§  “Wet”signatureprocessispainstaking§  Elimina7ngpapersavesboth7meand

money§  Consumersexpectdigitalandmobile

solu7ons

Co-presentedby:


§  Timetolosethe1,000-year-oldprac7ce§  LatestAIIMresearchshowsonly21%ofrespondentsareusing

e-signatures§  Notjustforindustriesthatprocesslargevolumesofpaper§  AberdeenGrouprevealsbest-in-classorganiza7onsusee-

signatures

E-SignatureImportanceforDigi(za(on

Co-presentedby:


BusinessValueofDigi(za(on

§  Simpleexample:$4/documentand100,000documentsà$400Ksavingsopportunity

§  Beyondcostsavings,otherROIsuchasreduceddistribu7on,supply,andadmincosts

§  Casestudy:RBCes7mates24,000hours/week§  Aske-signaturevendorsforROIcalculators

Co-presentedby:


ThoroughSoMwareEvalua(onIsCrucial

§  Likeallso_waredecisions,it’sessen7altofollowarigorousso_wareselec7onprocess

§  Yourcompanywilllivewithe-signatureso_waredecisionforyearstocome

§  Thee-signaturemarkethasseensignificantchangesinrecentyears

Co-presentedby:


YourE-SignatureRequirementsChecklist

6KeyEvalua(onCriteriaforE-Signature

RahimKabaDirector,ProductMarke8ng

eSignLive

Co-presentedby:


MoreThanJustASignature!

Co-presentedby:Useyoursystem

ofrecord


Evalua(onCriteria#1:White-Labeling

Co-presentedby:


Evalua(onCriteria#2:EasytoUse

§  Easyforbothsendersandsigners§  Customers,suppliers,partners,employees,

managers,execu7ves,andsoon§  Lookforasolu(onwith:

§  Intui7ve,responsiveUI§  Op7mizedmobilesigningexperience§  Supportforhighdocumentvolumes/bulksending§  Supportfortemplates&layouts§  Advancedworkflowcustomiza7on

Co-presentedby:


Evalua(onCriteria#3:EasytoIntegrate

§  Integratee-signingintoyourwebportals,coresystems,mobileapps

§  Lookforasolu(onthatoffers:§  OpenAPI§  FullysupportedSDKs§  MobileSDKs§  DeveloperCommunity§  Samplecode&onlinedocumenta7on§  Pre-builtconnectorsfor3rdpartyapps

Co-presentedby:


Evalua(onCriteria#4:CompleteAuditTrails

§  Howdoyouprovecompliancetoauditors?§  Lookforasolu7onwithnotonlyasta(caudittrail(WHO

signed),butalsoavisualaudittrail(HOWitwassigned)

Co-presentedby:


Evalua(onCriteria#5:An(-TamperingControls

§  Ensureyoure-signeddocumentcan’tbetamperedwith§  Lookforasolu7onthatleveragesdigitalsignaturetechnology

thatsecuresthedocumenta_ereachsignature

Co-presentedby:

1-ClickVerifica(onPermanentlyembedstheaudittrailinthedocumentforeasyverifica7onandstorage


Evalua(onCriteria#6:Flexibility

Co-presentedby:


ExtraEvalua(onCriteriaforEurope!

Co-presentedby:

§  NeweIDASRegula(onreplacestheEUDirec7ve§  Removesprevioushurdlestocross-border

recogni7onofe-signatures§  Makesiteasiertodobusinessdigitally

throughoutEurope

§  Lookforasolu(onthat:§  MeetseIDASrequirementsfortheAdvanced&

QualifiedE-Signature§  SupportsQualifiedCer7ficates–fromanyTSP§  Addressesdataresidencyrequirements


An8-StepProcesstoE-SignatureSelec(on

TedRohmSeniorResearchAnalyst

TechnologyEvalua(onCenters

Co-presentedby:

ThoroughSoMwareEvalua(onIsCrucial


8StepsforE-SignatureSoMwareSelec(on

§  Businesscasefordigitaltransforma7onhasbeenmadeandteamisinplace

§  Eight-stepprocessfore-signatureso_wareselec7on

Co-presentedby:


8StepsforE-SignatureSoMwareSelec(on

Co-presentedby:


KeeptheBigPictureinMind

Co-presentedby:


CustomerCaseStudies

E-SignatureSuccessStoriesRahimKaba

Director,ProductMarke8ngeSignLive

Co-presentedby:


E-SignatureUseCasesAcrossIndustries

Co-presentedby:

Underwri(enby: Presentedby: 24

• Storingandretrievingpapersignaturecardswas7meconsumingandexpensive

• Improvecustomerexperience• Eliminatemanualpaperprocess• Increaseefficiency/give7mebacktobankpersonneltobe(erservecustomers

• 92%adop(onacross3,000+branchesin2weeks

• Maintainsignaturesampleinacentralizeddatabase–makeselectronicsignaturecards

accessibleinreal-7mefromanybranch

• Bankerscompletetheaccountopeninginonesession,withouterrors

• Streamlinesworkflowsandremovesmanualstepsfromtheprocess

• Offloadsadministra7vetaskssobankerscangeneratemorerevenue

• Strengthenscompliancewithanaudittrailforeverytransac7on

• Savescostlyarchivingspaceinthebranch

CaseStudy:NewAccountOpenings

Co-presentedby:

PROBLEM

GOALS

BENEFITS


EnterprisePlanIntegratewithcoresystemsandapplica7ons.FullysupportedwebandmobileSDKsandAPI.

ProfessionalPlanStarte-signinginminutesusingourstand-alonewebserviceandmobileapp.NoITsupportrequired.

3rdPartyConnectorsDropintoyourfavorite

businessapplica7ons.Pre-built.Nocodingrequired.

Andmore!

HowtoGetStartedwithE-Signatures

Co-presentedby:


DownloadtheFullReport

ResourcesfromeSignLive§  StartYour30-dayFreeTrial§  JointheDeveloperCommunity§  DownloadtheFullE-SignatureEvalua7onGuide

Co-presentedby:

https://www.esignlive.com/resource-center/key-evaluation-criteria-for-e-signature-software/

https://developer.esignlive.com/registration/

https://www.esignlive.com/products/edition-and-pricing/sign-up-for-e-signlive/free-trial/


SoMwareEvalua(on&Selec(onResources

ResourcesfromTEC§  Needhelpwithyourso_wareevalua7onproject?

§  www.technologyevalua7on.com

Co-presentedby:

https://www.technologyevaluation.com


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http://www.aiim.org/Training/Certificate-Courses/Business-Process-Management


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http://www.aiim.org

[Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a...

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