Your Business Documents On Steroids
50
In Association with: Presented by: Presented September 16, 2015 Your Business Documents On Steroids
Transcript of Your Business Documents On Steroids
In Association with: Presented by:
Presented September 16, 2015
Your Business Documents On Steroids
In Association with: Presented by:
About AIIM
AIIM is the Global Community of Information Professionals
AIIM believes that the information systems we use at
work should be simple, secure, and available anywhere, anytime, and on any device.
Our mission is to improve organizational
performance by empowering a community of leaders committed to information-driven innovation.
Learn more at www.aiim.org
In Association with: Presented by:
AIIM Presents:
Your Business Documents On Steroids
Host: Theresa Resek Director AIIM
Joe Shepley Vice President & Practice Leader Doculabs
Larry Kluger Marketing Manager Docusign
In Association with: Presented by:
Introducing our Featured Speaker
Joe Shepley Vice President & Practice Leader
Doculabs
Doculabs, Inc. 2015
Digital Transaction Management
(DTM)
6
DTM Defined
Digital Transaction Management (DTM) is a category of cloud services designed to digitally manage document-based transactions. DTM removes the friction inherent in transactions that involve people, documents, and data to create faster, easier, more convenient, and secure processes.
DTM
7
Path to DTM
Process Management Maturity
Level 3 Paperless Automated
Level 1 Paper Based
Manual
Level 2 Paperless Manual
Level 4 Born Digital
8
DTM Readiness
How ready the organization is to adopt a digital first approach to business How ready the
organization's operations are to support/enable a digital first approach to business
How paperless and automated the organization's processes are today
OPERATIONAL READINESS
PROCESS READINESS
ORGANZATIONAL READINESS
DTM Readiness
9
DTM Examples
Mortgage Origination
Clinical Trial Management
Claims Submission
Asset Lifecycle Management
+
10
DTM Stakeholders
Thank You
Doculabs, Inc. 2015 www.doculabs.com
Joe Shepley Vice President and Practice Leader Doculabs, Inc. [email protected]
In Association with: Presented by:
Introducing our Sponsor Speaker
Larry Kluger Marketing Manager,
Developers and Connections DocuSign
Introduction to all Digital Transactions
and DocuSign Larry Kluger Marketing Manager [email protected]
All Successful Businesses Will be 100% Digital.
13% More
Revenue
50% More
Profitable
19% Higher Market
Valuation
Organizations that rank high on digital maturity
MIT Sloan Management Review and Deloitte’s 2015 Global Study of Digital Business
Customer Experience
Return on Investment
Security and Compliance
The Digital Promise
Digital
Enterprise
Consumers
Customers
Partners
Suppliers
Employees Enterprise
Disconnected Systems
Manual Processes
Poor Customer Experience
Consumers
Customers
Partners
Suppliers
Employees Enterprise
There’s a Better Way
Consumers
Customers
Partners
Suppliers
Employees Enterprise
All Digital: Signatures & Storage
Today’s State
75 Internally Digitized
100 End-to-End
Digital Enterprise
0 Paper
and Pen
25 Basic Digital
Records
50 Ad hoc
Digitization
75 Internally Digitized
100 End-to-End
Digital Enterprise
0 Paper
and Pen
25 Basic Digital
Records
50 Ad hoc
Digitization
Your Desired State
Carrier Grade Availability
Manage Execute Prepare
• Documents • Data • Workflow
• Authentication • Signature • Payment
• Reporting • Retention • Transfer
Solution metrics
Bank Grade Security
Extensive Configurability
Legal Enforceability
Open Ecosystem
Global Coverage
More than just signatures
Completing sales agreements
Signing offer letters
Opening new accounts, in person
Trust A reliable and globally-trusted service for digital transactions.
Simple to use, implement, and manage, driving immediate user adoption.
Experience
You need a complete solution
Works with applications, services, and devices you already use.
Choice
With pre-built integrations into the systems you are already using
Customized to your needs using leading APIs
Choice
Deployment choice:
On any mobile device, in 43 languages around the world
SharePoint On-prem SharePoint Online SharePoint Designer Nintex K2
Get signatures from internal signers 1. Start the signing process
Get signatures from internal signers 2. Review and then sign 3. Signed document is stored in SharePoint
Get signatures from external signers 1. Request the signature
Get signatures from external signers 2. Add signer, tag document, and send…
Get signatures from external signers 3. Signer reviews document—from a mobile, or desktop browser
Get signatures from external signers 4. Signer signs —from a mobile or desktop browser 5. Signed document automatically stored back into SharePoint
93% Improvement in document turnaround time
70% Reduction in steps required for contract completion
$33 Savings per envelope sent via DocuSign
85% Documents are processed in under 1 day
$150M Reduction in IT costs with cloud portfolio
16 Percentage point increase in customer satisfaction
$1.5M Anticipated savings over 3 year period
10.5x Increased turnaround time
$76 Saved per agreement by eliminating printing, faxing, scanning & mailing
90% Deals closed in under 1 day
71% Deals closed in under 1 hour
60 Days of work saved with 10 fewer minutes per quote
Customer Experience
Return on Investment
Security and Compliance
The Digital Promise
“DocuSign has the best ROI of any product we’ve ever implemented at Hewlett-Packard”
Fast and simple to implement, manage, and use
A great user experience from the very first transaction
Your DocuSign experience starts the moment we decide to partner.
A trusted partner in DocuSign
Experience
50M+ users and 50,000 new users joining the DocuSign Global Trust Network everyday.
Standards compliant
Strongest encryption practices
Always available and always at peak performance
Trust A full digital audit trail
All Successful Businesses Will be 100% Digital.
Thank You!
Free trials: Office 365 SharePoint App store
or www.docusign.com/trial
In Association with: Presented by:
QUESTIONS?
In Association with: Presented by:
AIIM Resources
Download AIIM Studies www.aiim.org/research
aiim.org/training
• Enterprise Content Management Improve customer and staff engagement, ensure compliance, and automate business processes.
• Business Process Management Map, design, and automate operational processes for your organization using a combination of strategies, change management, and technologies.
• Taxonomy & Metadata Optimize navigation, findability, and information discovery through content classification.
• Information Governance Create an information accountability framework that reduces costs, manages risk, and optimizes value.
• Managing Records & eDiscovery with SharePoint 2013 Manage records, ensure compliance, and prepare for civil litigation requests.
• Electronic Records Management Know what to keep and what to discard as volume, variety, and velocity of digital information intensifies.
AIIM Training
In Association with: Presented by:
Connect with AIIM
Access Industry Tutorials, Research, Webinars, and Expert Advice Blogs – all in one place
Enterprise Content Management (ECM) Business Process Management
(BPM) Capture & Scanning Collaboration Content Analytics
Electronic Records Management (ERM) Information Governance Search SharePoint Taxonomy & Metadata Web Content Management
Visit aiim.org/resource-centers
In Association with: Presented by:
Survey and Feedback
To take our Survey, click on the link in the Resources tab at the bottom of your screen.
Tell us how we did today, and offer suggestions for topics of future events.
In Association with: Presented by:
Upcoming Webinars
October 7th Leverage Mobile Devices to Streamline Processes and Improve Workflows in All Parts of Your Business
Register Today at www.aiim.org/webinars
View our library of Webinars On Demand www.aiim.org/WebinarsOnDemand
