best practices in government

Best Practices in Government: Streamlining Operations While

Providing Higher-Quality Constituent Services with eSignature

Speakers

Sharon Hayes Director,

Public Sector, DocuSign

Shadrach WhiteCEO,

cloudPWR

Agenda

Introductions

DocuSign Overview

Three Use cases from the State of Washington

Procurement

Permitting

Liquor control board

3

DocuSign Trust Foundation

Available Secure Configurable Enforceable Global Open

Web

& M

obile

App

licat

ions

Adm

inis

trat

ion

& C

ontr

ol

DocuSign Core Services

Transaction R

ooms

DocuS

ign Integration Fram

ework

WorkflowDataDocuments

Prepare

Authentication ServicesSignatures

Execute

Reporting RetentionCompliance

Manage

DocuSign Digital Transaction Management Platform

UsersSystems

DOCUSIGN CONFIDENTIAL 4

More Sample Use Cases

DOCUSIGN CONFIDENTIAL 5

• Procurement – State of Washington• Permitting – State of Washington• Liquor Control Board – State of Washington• Office of State Controller – State of North Carolina• Department of Managed Health Care - State of California • Leasing Agreements - State of Washington • Guardian paperwork –Juvenile Court, State of Washington• Inter-City Agency Agreements – Several• Human Services – City of Seattle• Contractor Bids – Several State and City• Indeterminate Sentence Review Board – State of Washington• Search warrants signed by Police Officers and Judges• Private K-12 new students sign up - CalPac• On-board medical interns for School of Medicine at State Universities -CA• Sign up patients for on-line therapy sessions at State Universities -CA• Healthcare forms for Quarantine Plans, Disease Control Plans - County

Public Health Departments• Vendor Contracts - Colorado• Professional Services Agreements for the City• Warrants and Affidavits signed by judges – State of Arizona• Vendor Agreements - Children & Family Services

Complexity Simplified.

Complexity Simplified.

Complexity Simplified.

cloudPWR

• Headquarters in Seattle, WA.

• Cloud Enablement for the Public Sector

• AIRLIFT® Integration Tools

• DocuSign | Box | GoogleApps | Office365

Complexity Simplified.

Office Documents

• The PC revolution was a boom to office productivity.

• It gave everyone the power to easily create content.

• Printing is one of the single most expensive back office activities.

• Document scanning is used to digitize printed documents.

PC

Print

ScanIndex

Store

Complexity Simplified.

Business Process

• Digital Transaction Management

• Moving transactions from person to person seamlessly

• Providing access to every transaction at the mobile end point

• Eliminate printing, scanning and document indexing

Complexity Simplified.

Signature

• Print + Sign + Deliver + Copy + Store = a cost of time, natural resources and money.

• Wet signatures are wasteful and unnecessary.

• Electronic forms and signatures provide an alternative that is efficient and cost effective.

• Change is necessary for progress and sustainability.

Complexity Simplified.

What if you could…

• Provide access to a transaction 24.7.365

• Collect usable data w/o the cost of key data entry

• Automate record keeping

• Eliminate paper handling

• Initiate and complete forms w/o printing, scanning or indexing

Complexity Simplified.

Washington State

Complex

Single form

Simple

Fully Integrated

Complexity Simplified.

Agreements & Certificates

• RFP Confidentiality Agreement

• Asset Transfer

• License Processing

• Certificates of Completion

RFP Evaluation

Asset Transfer

Complexity Simplified.

Licensing & Permitting

• Applications for a license or permitting for operations, building or distribution are commonplace.

• Applications are typically handwritten and submitted manually.

• After submission they are scanned, indexed, routed for approval and finally archived.

• Information on the applications are keyed into systems of record, in some cases multiple times.

Complexity Simplified.

Old Process

Applicant(s)

WorkflowProcess

LS3

SignedForms

ImageIndex

LettersB L S

Record

BLSFeed

Search Completed

AppsEnforcement

Search & Route

New Process

Applicant(s)

WorkflowProcess

LS3

Search & Route

Scan Operator

SignedForms

ImageIndex

LettersB L S

RecordBLSFeed

Search Completed

AppsEnforcement

Firewall

Auto

Import

HTTPS

High Level Operations

1. BLS Download Creates Record

2. LS3 Sends DocuSign Form Package

• Corp, LLC, Sole Prop.

3. LS3 Sends Individual Form(s)

• Criminal History / Financial Background

4. Applicant(s) completes form(s) electronically or prints / signs / mail

5. Scan Operator scans incoming paper forms & verifies indexes

• Criminal History / Financial Background

6. LS3 processes application by accessing iSeries and Oracle

7. Enforcement can search completed application

System Components• DocuSign eSignature

• Oracle Image

• Oracle Process

• Kofax Capture

• Auto Import

Complexity Simplified.

The Desktop

Complexity Simplified.

System of Record

Complexity Simplified.

DocuSign Templates

Complexity Simplified.

Data Form

Complexity Simplified.

AIRLIFT®

Complexity Simplified.

Connect

• DocuSign provides an extensive application programming interface (API) and other methods to integrate existing applications.

• AIRLIFT® connects DocuSign with existing systems of record.

• All data that is entered, the time/date and location of completion is accessible.

• Data can be validated, used for automation and provides a wealth of information for analytics and metrics reporting.

Complexity Simplified.

Completed Envelopes

Complexity Simplified.

Key Fields

How DocuSign Enables Identity:

DocuSign Authentication Levels

Authentication Options Certificate of Authentication

27

Electronic Notary

Digital Certificates

Phone Authentication

ID Check

DocuSign Credentials

Access Code / SMS Code

Email Validation

Complexity Simplified.

Design Considerations

• Document Tattoo

• Required Fields

• Formulas and special characters

• Templates

• PowerForms

Complexity Simplified.

Return on Investment

• AIRLIFT® Forms | eSignature Processing

• 114 Days Live

• 2670 DocuSign Envelopes Completed

• 13,350 Forms Processed w/o manual intervention

• 333,750 Pages Automatically Injected into Workflow

Manual paper handling cost $2 per page

Savings of $667,500

Complexity Simplified.

Teamwork

About DocuSign

DOCUSIGN CONFIDENTIAL31

Vision

Empower organizations to “keep business digital.”

Leader in Market Share Leader Among Analysts

Leader in Users

#1eSignatureTakes Off

#1eSignature

Wave

#1eSignatureSolutions

Thank You.

DOCUSIGN CONFIDENTIAL 32

Contact DocuSign

•Call us at 877-720-2040

•Email us at Webinar@DocuSign.com

•Visit us at www.DocuSign.com

Contact cloudPWR

•Call us at 877-303-3869

•Email us at info@cloudPWR.com

•Visit us at www.cloudPWR.com