Learn about the money and time-saving benefits of eSignature software solutions, as well as the best practices to ensure you choose a solution that best fits your organization’s requirements. To continue your learning on Business Process Management, check out our training: http://www.aiim.org/Training/Certificate-Courses/Business-Process-Management.

1. Underwri(en by: Presented by:
#AIIM 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

2. Underwri(en by: Presented by:
Ted Rohm
Senior Research Analyst
Technology Evalua(on
Centers
Rahim Kaba
Director of Product
Marke8ng
eSignLive
Host: Theresa Resek
Director
AIIM
Today’s Speakers
Co-presented by:

3. Underwri(en by: Presented by:
The Business Case for E-Signature SoMware
The Business Case for
E-Signature SoMware
Ted Rohm
Senior Research Analyst
Technology Evalua(on Centers
Co-presented by:

4. Underwri(en by: Presented by:
Disrup(ve Forces Drive Digi(za(on
§ Electronic signatures are a key force
for many industries
§ “Wet” signature process is painstaking
§ Elimina7ng paper saves both 7me and
money
§ Consumers expect digital and mobile
solu7ons
Co-presented by:

5. Underwri(en by: Presented by:
§ Time to lose the 1,000-year-old prac7ce
§ Latest AIIM research shows only 21% of respondents are using
e-signatures
§ Not just for industries that process large volumes of paper
§ Aberdeen Group reveals best-in-class organiza7ons use e-
signatures
E-Signature Importance for Digi(za(on
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6. Underwri(en by: Presented by:
Business Value of Digi(za(on
§ Simple example: $4/document and 100,000 documents à
$400K savings opportunity
§ Beyond cost savings, other ROI such as reduced distribu7on,
supply, and admin costs
§ Case study: RBC es7mates 24,000 hours/week
§ Ask e-signature vendors for ROI calculators
Co-presented by:

7. Underwri(en by: Presented by:
Thorough SoMware Evalua(on Is Crucial
§ Like all so_ware decisions, it’s essen7al to follow a rigorous
so_ware selec7on process
§ Your company will live with e-signature so_ware decision for
years to come
§ The e-signature market has seen significant changes in recent
years
Co-presented by:

8. Underwri(en by: Presented by:
Your E-Signature Requirements Checklist
6 Key Evalua(on
Criteria for E-Signature
Rahim Kaba
Director, Product Marke8ng
eSignLive
Co-presented by:

9. Underwri(en by: Presented by:
More Than Just A Signature!
Co-presented by:
Use your system
of record

10. Underwri(en by: Presented by:
Evalua(on Criteria #1: White-Labeling
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11. Underwri(en by: Presented by:
Evalua(on Criteria #2: Easy to Use
§ Easy for both senders and signers
§ Customers, suppliers, partners, employees,
managers, execu7ves, and so on
§ Look for a solu(on with:
§ Intui7ve, responsive UI
§ Op7mized mobile signing experience
§ Support for high document volumes / bulk sending
§ Support for templates & layouts
§ Advanced workflow customiza7on
Co-presented by:

12. Underwri(en by: Presented by:
Evalua(on Criteria #3: Easy to Integrate
§ Integrate e-signing into your web
portals, core systems, mobile apps
§ Look for a solu(on that offers:
§ Open API
§ Fully supported SDKs
§ Mobile SDKs
§ Developer Community
§ Sample code & online documenta7on
§ Pre-built connectors for 3rd party apps
Co-presented by:

13. Underwri(en by: Presented by:
Evalua(on Criteria #4: Complete Audit Trails
§ How do you prove compliance to auditors?
§ Look for a solu7on with not only a sta(c audit trail (WHO
signed), but also a visual audit trail (HOW it was signed)
Co-presented by:

14. Underwri(en by: Presented by:
Evalua(on Criteria #5: An(-Tampering Controls
§ Ensure your e-signed document can’t be tampered with
§ Look for a solu7on that leverages digital signature technology
that secures the document a_er each signature
Co-presented by:
1-Click
Verifica(on
Permanently
embeds
the audit trail in
the document for
easy verifica7on
and storage

15. Underwri(en by: Presented by:
Evalua(on Criteria #6: Flexibility
Co-presented by:

16. Underwri(en by: Presented by:
An 8-Step Process to
E-Signature Selec(on
Ted Rohm
Senior Research Analyst
Technology Evalua(on Centers
Co-presented by:
Thorough SoMware Evalua(on Is Crucial

17. Underwri(en by: Presented by:
8 Steps for E-Signature SoMware Selec(on
§ Business case for digital transforma7on has been made and
team is in place
§ Eight-step process for e-signature so_ware selec7on
Co-presented by:

18. Underwri(en by: Presented by:
8 Steps for E-Signature SoMware Selec(on
Co-presented by:

19. Underwri(en by: Presented by:
8 Steps for E-Signature SoMware Selec(on
Co-presented by:

20. Underwri(en by: Presented by:
Keep the Big Picture in Mind
Co-presented by:

21. Underwri(en by: Presented by:
Customer Case Studies
E-Signature Success
Stories
Rahim Kaba
Director, Product Marke8ng
eSignLive
Co-presented by:

22. Underwri(en by: Presented by:
E-Signature Use Cases Across Industries
Co-presented by:

23. Underwri(en by: Presented by: 23
• Storing and retrieving paper signature cards was 7me consuming and expensive
• Improve customer experience
• Eliminate manual paper process
• Increase efficiency / give 7me back to bank personnel to be(er serve customers
• 92% adop(on across 3,000+ branches in 2 weeks
• Maintain signature sample in a centralized database – makes electronic signature cards
accessible in real-7me from any branch
• Bankers complete the account opening in one session, without errors
• Streamlines workflows and removes manual steps from the process
• Offloads administra7ve tasks so bankers can generate more revenue
• Strengthens compliance with an audit trail for every transac7on
• Saves costly archiving space in the branch
Case Study: New Account Openings
Co-presented by:
PROBLEM
GOALS
BENEFITS

24. Underwri(en by: Presented by:
Enterprise Plan
Integrate with core
systems and applica7ons.
Fully supported web and
mobile SDKs and API.
Professional Plan
Start e-signing in minutes
using our stand-alone web
service and mobile app. No
IT support required.
3rd Party Connectors
Drop into your favorite
business applica7ons. Pre-
built. No coding required.
And more!
How to Get Started with E-Signatures
Co-presented by:

25. Underwri(en by: Presented by:
Download the Full Report
Resources from eSignLive
§ Start Your 30-day Free Trial
§ Join the Developer Community
§ Download the Full
E-Signature Evalua7on Guide
Co-presented by:

26. Underwri(en by: Presented by:
SoMware Evalua(on & Selec(on Resources
Resources from TEC
§ Need help with your so_ware
evalua7on project?
§ www.technologyevalua7on.co
m
Co-presented by:

27. Underwri(en by: Presented by:
Take your skills to the next level by learning
how to map, design, and automate opera7onal
processes using a combina7on of strategies,
change management, and technologies with
AIIM’s Business Process Management training
course.
Visit: AIIM.org/BPMTraining

28. Underwri(en by: Presented by:
AIIM Is the Community for
Informa(on Professionals
AIIM believes that informa(on is
your most important asset.
Learn the skills to manage it.
Our mission is to improve organiza7onal
performance by empowering a
community of leaders commi(ed to
informa7on-driven innova7on.
Learn more at www.aiim.org
Co-presented by: