In this webinar, learn the value that e-signature workflow content automation can bring to your operations to support your digital business transformation strategy. You will also get a walk-through of an optimized workflow in SharePoint Online that will illustrate how enterprises can digitize their content processes and enhance their customer & partner journeys. Want to follow along with the webinar replay? Download it here for FREE: https://info.aiim.org/how-to-extend-the-value-of-your-information-management-systems

1. Underwritten by:
#AIIMYour Digital Transformation Begins with
Intelligent Information Management
How To Extend the Value of Your
Information Management Systems
Presented February 13, 2019
eSignatures: Learn How This Technology Can
Revolutionize Your Workflows within
Your Information Management Systems
An AIIM Webinar presented February 13, 2019

2. Underwritten by:
Today’s Speakers
Pragni Sanghvi
Product Marketing Manager
OneSpan
François Leblanc
Director of Technical Sales
OneSpan
Host: Theresa Resek, CIP
Director
AIIM

3. Underwritten by:
Intro
Theresa Resek, CIP
Director
AIIM

4. Which of the following best describes the offices in your
company? (Check all that apply)
“Improving Business Operations in 2017: Capturing Vital Content “
N=204
©AIIM 2017
0% 10% 20% 30% 40% 50%
Contracts, orders, booking forms,
etc., are signed on paper
We capture and manage digitally
born business information
immediately
Most of our important business
content is referenced and still filed
as paper
Desktop, smaller workgroup MFPs
are used more for scanning and
capturing paper-based information
Centralized, Larger MFPs are used
more for scanning and capturing
paper-based information
We run a clear-desk, mostly paper-
free office
Piled high with paper and paper
processes
We use digital signature for most
of our contractual needs
42% say contracts,
orders, booking
forms, etc., are still
signed on paper
Only 16% use digital
signatures for most
of their contractual
needs

5. 2/14/2019
© 2018 AIIM - use with attribution permitted
2018 State of IIM, Overall N = 366
5

6. Informationchaosneeds
tobetackledatitsorigins.
85%seefailuretodigitize
andstandardize(and
automate!)business
inputsasakey
Transformation
bottleneck.
Completely agree
Somewhat agree
No opinion
Somewhat disagree
Completely disagree
46%
40%
6%
7%
2%
Digitizing and standardizing business inputs
is one of the key bottlenecks for Digital
Transformation.
2/14/2019
© 2018 AIIM - use with attribution permitted
2018 State of IIM, Overall N = 366
6

7. Only 18 months from
2020, less than 1 in 5
organizations are near
where they want to be
re the core
Transformation
challenge of
“understanding,
anticipating, and
redefining internal and
external customer
experiences.”
don't care
planning, but haven't started
25% there
50% there
75% there
we're there!
3%
22%
29%
27%
15%
4%
Relative to where you want to be by 2020,
where are you in your overall Digital
Transformation Journey to "understanding,
anticipating, and redefining internal and
external customer experiences"?
2/14/2019
© 2018 AIIM - use with attribution permitted
2018 State of IIM, Overall N = 366
7

8. Underwritten by:
Today’s Speakers
Pragni Sanghvi
Product Marketing Manager
OneSpan
François Leblanc
Director of Technical Sales
OneSpan

9. PAPER IS SLOWING DOWN YOUR BUSINESS PROCESSES
Reducing costs related to paper
Automating business processes
Improving the employer,
employee or customer experience
Mobility
Holistic view of Business
3

10. WHAT WE WILL COVER TODAY
• What is Digital Transformation and where is it today
• Digital business trends that can create Magic Moments
• Where does e-signature fit in
• Top use cases
• DEMO
• Q&A
© 2018 OneSpan North America Inc., all rights reserved. 10

11. Heightened consumer expectations are pressuring organizations to deliver
better experiences – and across channels and devices
1980s / 1990s 2000s 2010s & beyond
The “Paperless Office”
• Digitization of paper
• Primarily physical channels
• A focus on back office
efficiency
The “Digital” Movement
• Key e-sign laws pass to
digitize the last mile
• Online & “multi-channel” gain
momentum
The Omni-channel
• Channel integration
• Consumers empowered through
mobile and self-service
• Customer experience #1 priority
THE EVOLUTION OF DIGITAL TRANSFORMATION
© 2018 OneSpan Inc.

12. CONTENT + INTELLIGENT PROCESSES = MAGIC MOMENTS
© 2018 OneSpan North America Inc., all rights reserved.12

13. Downstream
Processing
Archive
Data Capture
Document Template
13
• Verify ID
• Login credentials/SSO
• SMS text code
• Challenge-response
• 3rd party ID provider
• DIGIPASS / biometrics
• More
Authenticate
• Desktop or
mobile
• Signing order
• Document
visibility
Present
• Supporting docs
(e.g., drivers
license, Proof of
Insurance)
Doc Insertion
• Click-to-sign
• Handwritten
• Accept only
• Optional: 2nd level
authentication
Sign
• Text box
• Check box
• Radio button
• Drop-down list
• More
Data Capture
• Secure
download
• Email
attachment
Deliver
Call Center
Account Team
Web Self-Service
Retail Branch
Mobile
• Email
• Online portal
• Mobile app
Access
Automates and enforces business rules
throughout the signing workflow
© 2018 OneSpan, all rights reserved.
E-SIGNATURE WORKFLOW

14. E-SIGN USE CASES

15. E-SIGNATURE USE CASES
Human Resources
Legal
Sales and Customer
Service
Operations Procurement
Marketing and
Contracting

16. VOLUME
USE CASESInternal External
RFPs
Business
Contracts
Renewals
and work
orders
Customer
Support
Vendor
Contracts
NDAs
SOWs
HR /
Onboarding
Internal
Approvals
Employee
Letters
Purchase
Orders
Invoice
Approvals
Higher
Lower
B2C
B2E
B2B
Claims
Invoicing
and
Estimates
E-SIGNATURES ACROSS THE ENTERPRISE
Expense
Reports and
Leave
Requests
Sales
Agreements

17. PAPER VS. DIGITAL WORKFLOW
Operations QAs
& scans docs
Storage in
ECM
Signer leavesPhotocopy
final copies
‘Wet’ sign
forms
Verify
physical
ID
F2F Meeting
with signer
Print
documents to
be signed
F2F
approvals
Employee
reviews
necessary
documents
9 10
Automatic
processing,
reporting &
storage in ECM
Client accesses
e-signed docs
(online or
mobile)
Internal
signatures
and
approvals
Signer
receives
signing
notificatio
n
E-sign
document
s
Employee reviews
document on ECM
7
SIMPLIFIED DIGITAL
CUSTOMER AND
ORGANIZATION
EXPERIENCE
© 2018 OneSpan Inc.
4
Verify ID
(digital or
manual)
5 6

18. POLL
What Information Management System /
Enterprise Content Management System
are you currently using or looking to
start using?
© 2018 OneSpan North America Inc., all rights reserved.18
•• Microsoft SharePointMicrosoft SharePoint
•• M-FilesM-Files
•• BoxBox
•• LaserfischeLaserfische
•• Hyland OnBase, ShareBaseHyland OnBase, ShareBase
•• OtherOther

19. DEMO

20. TAKE AWAYS

21. 21
Comprehensive Audit Trails
Reliable and easy to prove what took
place during the signing workflow
Highly Flexible
Automate any use case across
your lines of business, channels,
geographies or departments
Easy for Everyone
Fully optimized user
experience for signers, senders
and developers
Scalable Platform
E-signatures as a service. Scale
across your operations – quickly and
cost-effectively
For a successful deployment – today and tomorrow
TOP REQUIREMENTS
© 2018 OneSpan, all rights reserved.

22. TOP TAKEAWAYS
22© 2018 OneSpan, all rights reserved.
1. Can’t go digital without e-signatures;
2. When you do, it can be transformational;
3. Proven success with use cases in nearly all
major LOBs and departments;
4. Start small and scale, knowing that your
solution will grow with you when e-signatures
become an enterprise requirement;
5. Create Magic Moments: Automate your
workflows and documents journey so that
productivity is at an all time high and friction is
low
Magic
Moment
s

23. OPTIONS FOR GETTING STARTED
23
Comes with 25+ years of e-signature expertise & innovation built in, while enabling you to fully customize for your needs
Enterprise Plan
Integrate into your own apps.
• Open REST API
• Web & mobile SDKs
− Java, .NET, APEX, iOS, Android+
Professional Plan
No development required.
• Online web app
• Mobile apps
• Print Driver
+ 3rd Party
Connectors
Pre-built.
No coding required.
And more!
© 2018 OneSpan, all rights reserved.
An optimized user experience for signers, senders & developers

24. © 2018 OneSpan North America Inc., all rights reserved. 24
THANK YOU!
FRANCOIS.LEBLANC@ONESPAN.COM
PRAGNI.SANGHVI@ONESPAN.COM