Electronic Signatures & PDF:Electronic Signatures & PDF:Enabling eEnabling e--processes across the processes across the

Enterprise & WebEnterprise & Web

Tommy PetrogiannisPresidentSilanis Technology Inc.

The Paper Problem

Manual Signing Process Cumbersome:

– Management of external & internal documents.

– Document authentication issues.

– Document loss, retrieval and storage issues.

– Signing and production bottlenecks.

– Etc.

The cost to fill a four-drawer filing cabinet is $25,000 plus the $2,100 annual expense to maintain it.

The need for handwritten signatures prevents businesses from maintaining end-to-end electronic processes

The Problem for eBusiness

90% of organizations require signature approvals as part of their standard business processes

Electronic Signatures in Business

Needs for electronic commerce and business

– Internal processes: employee, intra- and inter-departmental

– External processes: B2B, B2G, B2C

Legal requirements of signing

– Act of intent or consent to document/data/information.

– Legislation

Societal requirements of traditional signing– “Individuals still require the ceremony of physically signing for

important life transactions.” - Gartner Group

Electronic Signature Concerns

Security– Forgery, repudiation

Support for existing systems– Electronic documents, forms, databases

– Document management, workflow, email, OS, etc.

Legality– Legal precedence, regulations

Ease of Use– Installation & training

Process vs. Technology

Process– Electronic Approval: complete signing process involving electronic

signatures.

– Electronic Signature: electronic act taken by an individual to consent to a document’s content which binds their intent to the document.

Other Technology Issues: – Digitized signatures– Digital signatures, certificates, PKI– Encryption

Electronic ApprovalSecure

ElectronicSignatures

Secure Document Authentication

Signature/Record Linking

Controls

Automation

Supports Key Record

Formats

Electronic Approval Process

Electronic Approval Should….

Emulate paper processes to avoid re-engineering

Provide “One Pen” solution for electronic signing:

– support native applications

– cross version compatibility

Docu-centric: security dependent on document/data, not environment managing documents

Manage the complexity of multiple approval processes and allow for revisions/annotations between signatures

continued

Electronic Approval Should….

Follow standards for encryption, certificates, PKI

Meet legislative and regulatory guidelines for the technology

Easy to use, manage and deploy across enterprise

Commercially available, off-the-shelf, plug-ins

Demonstration

Issues Prior to Implementation

Time Frame:

– Requirement to meet eBusiness and operational objectives.

Senior Management Involvement:

– Essential to success.

Change of Mindset:

– Cultural issues

– Misconceptions about security.

Implementation Strategy

Leverage existing IT infrastructure to create eProcesses:

– Native application -> Adobe Acrobat PDF, web based PDF forms

– Computer network & Email;

– Workflow, Document Management, Inter/tranet components.

Leverage Knowledge Workers:

– Approval processes already in place;

– Limit technology training requirements and re-engineering of business processes to speed implementation.

Multi-signature and approval automation features allows any signing process to be made electronic.

Out-of-the-box support for:

– Adobe Acrobat versions 3.0 & 4.0 and PDF forms;

– MS-Office & MS-Outlook;

– JetForm FormFlow.

Interfaces at the document data level to work seamlessly with inter/tranet, document management, workflow, email, etc.

Industries using ApproveIt include: government, health, insurance, telecom, pharmaceutical, engineering and others.

In closing

Your Questions

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Download demonstration copy or presentation.

Participate in a Webinar (Online Seminar).