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

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Informa(on Is Your Most Important Asset. Learn the Skills to Manage It Moving Past Ink with E-Signatures – Best Prac7ces for Evalua7ng and Selec7ng a Solu7on for Your Business Presented May 11, 2016 Co-presented by: Moving Past Ink with E-Signatures: Best Prac(ces for Evalua(ng and Selec(ng a Solu(on for Your Business An AIIM Webinar Delivered on May 11, 2016
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Underwri(enby: Presentedby:

#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt

MovingPastInkwithE-Signatures–BestPrac7cesforEvalua7ngand

Selec7ngaSolu7onforYourBusinessPresentedMay11,2016

Co-presentedby:

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

AnAIIMWebinarDeliveredonMay11,2016

Underwri(enby: Presentedby:

TedRohmSeniorResearchAnalystTechnologyEvalua(onCenters

RahimKabaDirectorofProductMarke8ngeSignLive

Host:TheresaResekDirectorAIIM

Today’sSpeakers

Co-presentedby:

Underwri(enby: Presentedby:

TheBusinessCaseforE-SignatureSoMware

TheBusinessCaseforE-SignatureSoMware

TedRohmSeniorResearchAnalyst

TechnologyEvalua(onCenters

Co-presentedby:

Underwri(enby: Presentedby:

Disrup(veForcesDriveDigi(za(on

§  Electronicsignaturesareakeyforceformanyindustries

§  “Wet”signatureprocessispainstaking§  Elimina7ngpapersavesboth7meand

money§  Consumersexpectdigitalandmobile

solu7ons

Co-presentedby:

Underwri(enby: Presentedby:

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

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

signatures

E-SignatureImportanceforDigi(za(on

Co-presentedby:

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BusinessValueofDigi(za(on

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

§  Beyondcostsavings,otherROIsuchasreduceddistribu7on,supply,andadmincosts

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

Co-presentedby:

Underwri(enby: Presentedby:

ThoroughSoMwareEvalua(onIsCrucial

§  Likeallso_waredecisions,it’sessen7altofollowarigorousso_wareselec7onprocess

§  Yourcompanywilllivewithe-signatureso_waredecisionforyearstocome

§  Thee-signaturemarkethasseensignificantchangesinrecentyears

Co-presentedby:

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YourE-SignatureRequirementsChecklist

6KeyEvalua(onCriteriaforE-Signature

RahimKabaDirector,ProductMarke8ng

eSignLive

Co-presentedby:

Underwri(enby: Presentedby:

MoreThanJustASignature!

Co-presentedby:Useyoursystem

ofrecord

Underwri(enby: Presentedby:

Evalua(onCriteria#1:White-Labeling

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Evalua(onCriteria#2:EasytoUse

§  Easyforbothsendersandsigners§  Customers,suppliers,partners,employees,

managers,execu7ves,andsoon§  Lookforasolu(onwith:

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

Co-presentedby:

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Evalua(onCriteria#3:EasytoIntegrate

§  Integratee-signingintoyourwebportals,coresystems,mobileapps

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

Co-presentedby:

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Evalua(onCriteria#4:CompleteAuditTrails

§  Howdoyouprovecompliancetoauditors?§  Lookforasolu7onwithnotonlyasta(caudittrail(WHO

signed),butalsoavisualaudittrail(HOWitwassigned)

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Evalua(onCriteria#5:An(-TamperingControls

§  Ensureyoure-signeddocumentcan’tbetamperedwith§  Lookforasolu7onthatleveragesdigitalsignaturetechnology

thatsecuresthedocumenta_ereachsignature

Co-presentedby:

1-ClickVerifica(onPermanentlyembedstheaudittrailinthedocumentforeasyverifica7onandstorage

Underwri(enby: Presentedby:

Evalua(onCriteria#6:Flexibility

Co-presentedby:

Underwri(enby: Presentedby:

An8-StepProcesstoE-SignatureSelec(on

TedRohmSeniorResearchAnalyst

TechnologyEvalua(onCenters

Co-presentedby:

ThoroughSoMwareEvalua(onIsCrucial

Underwri(enby: Presentedby:

8StepsforE-SignatureSoMwareSelec(on

§  Businesscasefordigitaltransforma7onhasbeenmadeandteamisinplace

§  Eight-stepprocessfore-signatureso_wareselec7on

Co-presentedby:

Underwri(enby: Presentedby:

8StepsforE-SignatureSoMwareSelec(on

Co-presentedby:

Underwri(enby: Presentedby:

8StepsforE-SignatureSoMwareSelec(on

Co-presentedby:

Underwri(enby: Presentedby:

KeeptheBigPictureinMind

Co-presentedby:

Underwri(enby: Presentedby:

CustomerCaseStudies

E-SignatureSuccessStoriesRahimKaba

Director,ProductMarke8ngeSignLive

Co-presentedby:

Underwri(enby: Presentedby:

E-SignatureUseCasesAcrossIndustries

Co-presentedby:

Underwri(enby: Presentedby: 23

• 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

Underwri(enby: Presentedby:

EnterprisePlanIntegratewithcoresystemsandapplica7ons.FullysupportedwebandmobileSDKsandAPI.

ProfessionalPlanStarte-signinginminutesusingourstand-alonewebserviceandmobileapp.NoITsupportrequired.

3rdPartyConnectorsDropintoyourfavorite

businessapplica7ons.Pre-built.Nocodingrequired.

Andmore!

HowtoGetStartedwithE-Signatures

Co-presentedby:

Underwri(enby: Presentedby:

DownloadtheFullReport

ResourcesfromeSignLive§  StartYour30-dayFreeTrial§  JointheDeveloperCommunity§  DownloadtheFullE-SignatureEvalua7onGuide

Co-presentedby:

Underwri(enby: Presentedby:

SoMwareEvalua(on&Selec(onResources

ResourcesfromTEC§  Needhelpwithyourso_wareevalua7onproject?

§  www.technologyevalua7on.com

Co-presentedby:

Underwri(enby: Presentedby:

Takeyourskillstothenextlevelbylearninghowtomap,design,andautomateopera7onalprocessesusingacombina7onofstrategies,changemanagement,andtechnologieswithAIIM’sBusinessProcessManagementtrainingcourse.

Visit:AIIM.org/BPMTraining

Underwri(enby: Presentedby:

AIIMIstheCommunityforInforma(onProfessionals

AIIMbelievesthatinforma(onisyourmostimportantasset.Learntheskillstomanageit.

Ourmissionistoimproveorganiza7onal

performancebyempoweringacommunityofleaderscommi(edto

informa7on-driveninnova7on.

Learnmoreatwww.aiim.org

Co-presentedby:


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