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Building a More Efficient Government with eSignatures Jim Harper, Senior Director of Government Business Development and Operations June 7th, 2016

DOCUSIGN CONFIDENTIAL

Today’s Agenda

• Electronic Signatures 101

• Who is DocuSign

• Case Study: Georgia Department of Community Supervision

• Case Study: City and County of San Francisco

• Electronic Signatures – 5 Tips for Getting Started

Electronic Signatures 101

What Is an Electronic Signature?

An electronic signature is an “electronic sound, symbol or process, attached to or logically associated with a contract or other record and executed or adopted by a person with the intent to sign the record.”

• Sound, symbol, process

• Associated with record

• Executed or adopted

• By a person

• With intent to “sign”

The Legal Foundation for Electronic Signatures

• Response to states adopting inconsistent laws to govern electronic records and agreements

• Drafted by Uniform Law Commission

• Overlay statute that amends state laws or rules that require “writing” or “signature”

• Adopted in 47 states + DC

• WA, IL, NY all have e-signature statutes too

UETA Uniform Electronic Transactions Act – 1999

• Federal version of UETA

• Instant 50-state baseline

• Consumer protections

• Preemption of nonconforming State laws

ESIGN Electronic Signatures in Global & National Commerce Act – 2000

Electronic Signature

Legal sufficiency vs. attribution

• UETA answers the question “is it a signature?”

• Does NOT answer the question “is it your signature?”

It’s all in the PROOF

• May be proven by any means, including surrounding circumstances or efficacy of agreed-upon security procedure

• Different risks may require different kinds of evidence

• How does your paper process provide proof? Could it be better?

The Keys to Enforceability

Record Integrity

Attribution

How DocuSign Assures Attribution

2. Audit Trail 1. Signer Identity

ID Check

Industry-Leading Choice of Authentication Options

Enterprise Add-On

Standard Method

Access Code

SMS

Phone

Third Party

Social ID

Digital Certs

Primary Multifactor add-ons

Email Address

Federated/ SSO

DocuSign Account

KBA or In Person

Enforceability: The eSignature Difference

5/1/2013 8:41:12 PM EST

name@email.com

IP: 192.156.22.122

ID Proofing Options:

One Time Password

Phone Authentication

Knowledge Based Authentication

Witnessed Signing

Digital Certificate Validation

Tam

per

-pro

of

con

tain

er

Paper Record

5/1/2013

Who is DocuSign

DocuSign is the fastest most secure way to make every decision and approval digital, so you can keep

life and business moving forward.

Get Approvals Done, Faster than Ever

Sign Anytime, Anywhere, Any Device

Ensure Secure and Compliant Business Processes

Makes Any Workflow or Approval Simple, Fast and

Secure So You can Keep Business and Life Moving

Disconnected Systems

Manual Processes

Poor Constituent Experience

Constituents

Other Government Agencies

Partners

Suppliers

Employees Agency

Constituents

Other Government Agencies

Partners

Suppliers

Employees Agency

Availability

Manage Execute Prepare

• Documents

• Data

• Workflow

• Authentication

• Signatures

• Templates

• Reporting

• Retention

• Audit Trail

Platform

Product

Security Global

Architecture

DocuSign Product & Platform

Open Integration Framework

The Market Leader | The Industry Standard 225K Customers

2010 2016

DocuSign in the Public Sector 36 States and 300+ City, County, and Municipal Organizations

Non-customer

State Gov’t customer

Local Gov’t customer

How DocuSign Helps the Public Sector

• Employee policy distribution and signature

• New hire paperwork • Benefits enrollment • Contractor agreements • PTO management • Non-disclosure • Change of beneficiary forms

• Contracts • Non disclosures • Electronic notary • Internal compliance • Outside counsel agreements • ADA compliance • FLSA compliance • Inspections and audits • Legal case management and

evidence archiving

• Tax returns • Warrants/affidavits • Emergency response • Inter-agency agreements • Permits and applications • Engineering document approval

and archiving • Decrees and other public electronic

documents

• Contractor bids • Master vendor agreements • Purchase orders • Statements of work • RFP sign offs • Supplier compliance • Internal approvals

• Project budget approvals • Asset tracking • Change requests • Requirements sign off • Access management • Incident reporting • Production change authorization • Maintenance authorization

• Payroll and finance processes • Budget approvals • Invoice processing • Expense reporting • Travel reimbursement • Audit signoff

• DMV forms and processes • Zoning and permit approvals • Permits • Social services programs • Public health programs • Disability program forms • Incorporation forms • Housing programs

• Work orders • Lease agreements • Move in / move out requests • Front desk sign-in • Parking permits

Government Activities Constituent Services Procurement Finance

Human Resources Legal and Compliance IT Facilities

Why the Public Sector Chooses DocuSign

Trust

• 85M+ users and 225,000+ customers, including hundreds of federal, state, and local government organizations, use DocuSign

• 99.99%+ uptime over past 5 years • SSAE 16, ISO 27001, PCI Compliant,

TRUSTe Certified • Strongest encryption in the industry • $500 million invested in industry

leading security practices

• Fast and simple to implement, integrate, manage, and use

• Top rated end-to-end user experience from the very first transaction

• Extensive partner network and support system

Experience

• 300+ Pre-built integrations with the systems you already use – saving you time and money

• Customizable to your specific needs using industry leading APIs

• Sign, send, and manage on any device, in 43 languages

Choice

SVP CIO

President FedEx

Office, CIO CISO CISO

CISO Founder VP IT & System CIO CISO Head of IT Strategy

CISO Former Director Chairman & Founder Partner

xDTM Board of Governors

85M+ users and 50,000 new users joining the DocuSign Global Trust Network everyday

Uses the xDTM standard

Strongest encryption practices

Always available and always at peak performance

A full digital audit trail

10x

acceleration in contract processing time

Return on Investment in the Public Sector

95% reduction in average

approval time for new business applications, from 3 weeks to less

than 1 day

$42 average savings per

transaction

$4M saved in first year of

implementation

Faster Processes Better Constituent Service Increased Efficiency Real Cost Savings

Case Study Georgia Department of Community Supervision

Georgia DCS: Mission

“As an integral part of the criminal justice system, we protect and

serve all Georgia citizens through effective and efficient offender

supervision in our communities, while providing opportunities for

successful outcomes”

What the Georgia DCS does

The Georgia Department of Community Supervision

oversees more than 180,000 felony offenders in Georgia

communities who are serving a probated sentence or have been

granted a parole

Vision

Become the national leader for innovative and progressive community supervision

Embrace the best and the next evidence-based practices

Utilize an integrated approach to improve offender behavior

The Answer: Virtual Offices

Benefits of Virtual Offices

Improves supervision services by pushing officers into the

communities they serve

Benefits of Virtual Offices

Makes it easier for offenders to meet supervision requirements

while pursuing educational opportunities, employment, and

family commitments

Challenges

Challenge 1: Collaboration

Challenge 1: Collaboration

Virtual Offices can limit employee interaction. How do you optimize collaboration?

Answer:

Challenge 2: Paper-intensive processes

Challenge 2: Paper-intensive processes

Operations depended on paper, including getting signatures and keeping records

Answer:

The Outcome

The Benefits

• Elimination of paper-based workflows

• Increased employee efficiency

• Improved constituent service

• Safer communities

Case Study City and County of San Francisco

City & County of San Francisco – Civic Innovation and Leadership

First U.S. City to have OPEN DATA (2009)

First U.S. City to create Chief Innovation Officer role (2012)

First U.S. City to have comprehensive Open Data Strategic Plan (2014)

First U.S. City to have “Entrepreneurship in Residence Program” (2014)

Leading U.S. City in “dealing” with Disruptive Technologies

Mayor’s weekly tech visits (2011-2014)

Led Major U.S. Cities on Net Neutrality and Connectivity Strategy (2014-2015)

Going Digital

First of its kind Twitter-311 service is solving San

Franciscans’ problems with a tweet or text

City agencies are embracing social media to

interact with residents and share information

Over 60 apps have been developed using data

made available through our Open Gov Initiative

City sponsored hackathons have resulted in the

participation of 500 individuals creating 10,000

hours of civic engagement

Digital Transactions

Delivering:

• Better business process

• More efficient government

• Cost efficiency

• Accessibility for all users

Legend Pre-ELA Agencies and Departments Live Use Case (Go live date) Identified Use Case (Expected go live date)

City & County of San Francisco – Use Cases*

Department of Public Health (DPH) – Laguna Honda Hospital • Health at Home Patient Orders • Health at Home Plan of Treatment • Health at Home Forms

Treasurer & Tax Collector (TTX) • Online Business Registration

Department of Technology (TIS) • Contracts • Business Portal • City Attorney’s Office Email Discovery Request • City Attorney’s Office Lift of Litigation Hold • Whistleblower Report • Office 365 Integration • Single Sign On deployment

Municipal Transit Authority (SFMTA) • Employee Data Change Request

Human Services Agency (HSA) • Wage Subsidy Employer Application / Change Requests • Individualized Training Internship Program Application /

Change Requests • On the Job Training Application / Change Requests

Office of Contract Administration (OCA) • Professional Services Contract • Vehicle Lease Purchase

Department of Children, Youth, and Their Families (DCYF) • Grant Agreements • Budget Revision Form • Time Off Request

Real Estate Development (RED) • Purchase Request • Engineering Invoice • Absence Request Form

Department of Emergency Management (DEM) • Memorandum of Understanding

Modification Notice

Public Works-IT (DPW-IT) • Contracts • Integration to K2 and InfoPath systems

SF International Airport (AIR) • Engineering plans

DocuSign Signature Appliance (CoSign)

DocuSign

Success Metrics • DPH and HSA reported Turn Around

Time reduced from 3-4 weeks to 1-2 days

• SFMTA reports increased employee satisfaction being able to submit forms electronically instead of in person; reduced staff effort from not printing, logging and filing forms.

• 95% of envelopes completed successfully

*April 1, 2016

The Holy Grail

Real time establishment of business entity in a municipality:

• Legal

• Back Taxes

• Fraud

• Compliance

• Dependencies

Putting It Together

“Having just a vision’s no solution, everything depends on execution.”

- Stephen Sondheim

The APP!

New Business Registration

Taxpayer Experience Back Office Processing

Increased Efficiency and Turn-Around Time

Time for DocuSign and Payment Completion

Percentage of Transactions Completed

75%

10% 6% 7% 2% 0.4%

0%

20%

40%

60%

80%

100%

< 1 Hour 1 - 6 Hours 6 - 24 Hours 1 - 7 Days 7 - 21 Days 21+ Days

Same-Day Transaction Completion for 91% of Applicants

ROI – To Date

Old State

• 10,000 new business applications a year

• 75% via the mail

• Average wait for completion of New Business Account – 21 days

• Average cost to complete one application $40.00

• Weekly output – 150 applications a week

3 Months Since Implementation (March 1 – May 31)

• 7,475 applications submitted

• 42,527 pages processed

• 87% of applicants set up accounts via DocuSign API

• Estimated annual labor savings $220,000

• 75% of applications completed within 1 hour of submission

• Near real-time set up of businesses with no wait or requirement to come in person - priceless

Electronic Signatures 5 Tips for Getting Started

Start with the constituent experience What are your constituents’ expectations for accessibility and turn-around time?

Enable internal adoption through ease of use Make enterprise apps as easy to use as consumer-facing apps

Document your success Make the case for broader use of electronic signatures by measuring reduction in turn-around time, cost savings, and efficiency gains

Find champions for electronic signatures in your organization Leverage them to create a mandate

Build momentum with quick wins Introduce electronic signatures into existing processes (time sheets, PTO requests, offer letters, etc.) while you’re building out higher-value use cases

Thank You

Jim Harper jim.harper@docusign.com