Post on 22-Jan-2018
transcript
highq.com
Moving one step closer to
digital transformationHighQ and DocuSign, June 2017
Speakers
Stuart Barr
Chief Product & Strategy Officer, HighQ
Stephen Maguire
Account Executive, DocuSign
About HighQ
• Founded in London, 2001
• Focused on legal and professional services
• Clients include 50% of global 100 law firms
• Offices in London, Amsterdam, Frankfurt,
New York, Kansas City, Sydney and Ahmedabad
What we do
Digital workplace and client engagement
• Client extranets, portals and content hubs
• Team collaboration and personal productivity
• Project management and process optimisation
• Secure enterprise file sharing and deal rooms
• Digital marketing, email campaigns and events
highq.com
Use cases to transform the way you work
Client engagement
• Client knowledge portals
• Current awareness and news
• Thought leadership
• Content marketing
• Campaign & event management
Client services
• Document automation
• Claims management
• Regulatory trackers
• Cross border guides
Internal collaboration
• Matter collaboration
• Management information sharing
• Online board rooms
• Social intranets
• Enterprise social networks
• Employee engagement
• Knowledge capture and sharing
• Document management
• Project management
• Merger integration
• Leadership team collaboration
External collaboration
• Client extranets
• Secure file sharing
• Relationship management
• Communities of practice
• Client financial reporting
• Legal project management
• Supplier management
Business processes
• Employee on boarding
• Tribunal case management
• Pitch / RFP management
• Contract management
Personal productivity
• File sync and share
• Large file transfers
• Task management
Transaction management
• Virtual data rooms
• Due diligence reviews
• Investor relations
• Portfolio management
• Risk and compliance
• Know your client (KYC)
• Fund raising
• Cross border deal management
The digital transformation challenge
• It affects the way you work
• How you engage with your clients
• How you deliver your products and services
• Fundamental change to the way you run a business
Firms need to change and adapt
• Provide better client service
• Increase operating efficiency
• Digitise transactional processes
• Leverage smart technology solutions
£ Higher revenue
Faster processing
Reduced errors
Better customer experience
Of responders have a pressing
need for DTM solutions that
are not being met by existing
solutions.83%
Turnaround time for agent
contracts reduced from
20 days to 3 days.Business technology lead, Insurance company
Without DTM With DTM
Source: Forrester, Accelerate Your Digital Transformation. Seven Best Practices For Implementing Digital Transaction Management, August 2016
Benefits of digital transformation
13%More
Revenue
50%More
Profitable
19%Higher Market
Valuation
Source MIT Sloan and Capgemini – The Digital Advantage: How digital leaders outperform their peers in every industry
Organisations that rank highly on digital maturity
CustomerExperience
Return on Investment
Security and Compliance
£
The digital promise
About DocuSign
Qualified Trust Service Provider (TSP) under 2014/910 Regulation (eIDAS) - listed as such in the European Trusted list
3 European Data Centres: Frankfurt, Amsterdam and Paris
3 offices in Europe: France, United Kingdom and Ireland
2400 employees worldwide300 employees in Europe
Some DocuSign Facts•More than 100 million users in 188 countries•More than 300,000 companies•More than 100,000 new unique users join The DocuSign Global Trust Network every day•More than 62% of documents are completed within one hour on The DocuSign Global Trust Network• Employees of 90% of the Fortune 500 companies have already used DocuSign•DocuSign is available in 43 languages
Sales Agreement
Work Order NDA
Purchase Order
Sales Compensation / Commission Approval
Project Request Process / Approval
Approve
Collect Data Acknowledge
NotifySign
Contract to Ops/Finance
Business PoliciesAdd-On to Workflow
Use cases that are intended to inform or notify employees, suppliers or vendors
Price Increase Notification
Compliance Confirmation
Change in terms & conditions
Use cases requiring confirmation that the employee, vendor or supplier has
read/agreed/complied
Use cases that ask for an approval as opposed to a more formal signature
Background check
Vendor Onboarding Form
Change Order
Use cases where information needs to be collected from the Recipient(s)
Binding legal documents that require a legally-defensible signature
Five ways to use DocuSign
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
Capitalisation 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 Authorisation
Maintenance Authorisation
Order Fulfillment
Change Management
Release Management
Code Review Reporting
Requirements Acceptance
Release Scope Commitments
Project Charter Templates
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
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
P-Card Applications
HumanResources
Facilities
Finance
Support
IT /Operations
Product Management
Sales
Marketing
Legal
Procurement
£
DocuSign – sample use cases
HR LegalSales
1. Sales Order Processing
2. Account Provisioning
3. Sales Compensation Agreements
4. Field Sales Agreements
5. New Customer Sign Ups
1. New Hire Paperwork
2. Candidate NDA
3. On/Off-boarding Checklist
4. Employee Policy Acceptance
5. Contractor Agreements
1. NDAs
2. Contract Management
3. Internal Compliance
4. IP Licensing
5. Patent Applications
Top use cases
Demo.
Questions?