[webinar slides] moving past ink with esignatures: best practices for evaluating & selecting a...
TRANSCRIPT
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
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§ Timetolosethe1,000-year-oldprac7ce§ LatestAIIMresearchshowsonly21%ofrespondentsareusing
e-signatures§ Notjustforindustriesthatprocesslargevolumesofpaper§ AberdeenGrouprevealsbest-in-classorganiza7onsusee-
signatures
E-SignatureImportanceforDigi(za(on
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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
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Underwri(enby: Presentedby:
Evalua(onCriteria#2:EasytoUse
§ Easyforbothsendersandsigners§ Customers,suppliers,partners,employees,
managers,execu7ves,andsoon§ Lookforasolu(onwith:
§ Intui7ve,responsiveUI§ Op7mizedmobilesigningexperience§ Supportforhighdocumentvolumes/bulksending§ Supportfortemplates&layouts§ Advancedworkflowcustomiza7on
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Evalua(onCriteria#3:EasytoIntegrate
§ Integratee-signingintoyourwebportals,coresystems,mobileapps
§ Lookforasolu(onthatoffers:§ OpenAPI§ FullysupportedSDKs§ MobileSDKs§ DeveloperCommunity§ Samplecode&onlinedocumenta7on§ Pre-builtconnectorsfor3rdpartyapps
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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:
An8-StepProcesstoE-SignatureSelec(on
TedRohmSeniorResearchAnalyst
TechnologyEvalua(onCenters
Co-presentedby:
ThoroughSoMwareEvalua(onIsCrucial
Underwri(enby: Presentedby:
8StepsforE-SignatureSoMwareSelec(on
§ Businesscasefordigitaltransforma7onhasbeenmadeandteamisinplace
§ Eight-stepprocessfore-signatureso_wareselec7on
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CustomerCaseStudies
E-SignatureSuccessStoriesRahimKaba
Director,ProductMarke8ngeSignLive
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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
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PROBLEM
GOALS
BENEFITS
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EnterprisePlanIntegratewithcoresystemsandapplica7ons.FullysupportedwebandmobileSDKsandAPI.
ProfessionalPlanStarte-signinginminutesusingourstand-alonewebserviceandmobileapp.NoITsupportrequired.
3rdPartyConnectorsDropintoyourfavorite
businessapplica7ons.Pre-built.Nocodingrequired.
Andmore!
HowtoGetStartedwithE-Signatures
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DownloadtheFullReport
ResourcesfromeSignLive§ StartYour30-dayFreeTrial§ JointheDeveloperCommunity§ DownloadtheFullE-SignatureEvalua7onGuide
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SoMwareEvalua(on&Selec(onResources
ResourcesfromTEC§ Needhelpwithyourso_wareevalua7onproject?
§ www.technologyevalua7on.com
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Takeyourskillstothenextlevelbylearninghowtomap,design,andautomateopera7onalprocessesusingacombina7onofstrategies,changemanagement,andtechnologieswithAIIM’sBusinessProcessManagementtrainingcourse.
Visit:AIIM.org/BPMTraining
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AIIMIstheCommunityforInforma(onProfessionals
AIIMbelievesthatinforma(onisyourmostimportantasset.Learntheskillstomanageit.
Ourmissionistoimproveorganiza7onal
performancebyempoweringacommunityofleaderscommi(edto
informa7on-driveninnova7on.
Learnmoreatwww.aiim.org
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