webinar: improve productivity with workflow, form and digital signatures
DESCRIPTION
Make your business processes move faster while maintaining governance and compliance. While technology is making it easier and faster to provide companies with the improved productivity for mobile forms and processes, how can you be sure that your organization is ready to make the technology and behavioral investment in digital workflow and approvals? This session discusses how you can easily convert existing paper processes and forms to digital and mobile workflows that include electronic signatures.TRANSCRIPT
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Webinar: Improve Productivity with Mobile Forms, Workflow and Electronic Signatures
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Today’s Presenters
Adam LevithanOffice 365 Capability Lead, Portal Solutions@collabadam
Brad OrlukTechnical Evangelist, Nintex@bradorluk
Jennifer BakerEvangelist, DocuSign@docusign
33
Poll – Level Set
What version of SharePoint does your organization use?
44
About Portal Solutions
3
Times selected in Office Early Adopter Program
45Full-time employees, consultants, developers, business analysts, SME
11
11 years in business
250+ SharePoint and Office 365 Implementations
We deliver Digital Workplace solutions that help organizations share what they know and find what they need by connecting people, data, and content.
Administration/ Finance
Human Resources
Information Technology OperationsMarketing/
Sales
Approvals
Mobile Data Collection
Content Collaboration
Provisioning
Work Management
Automate Everyday Processes for Results
DOCUSIGN CONFIDENTIAL
DocuSign is the global enterprise standard for digital transactions
Sends
Web App Signs
Mobile Signs
40M+Users
+40KUsers/Day
188 Countries43 Languages
DocuSign Offices
1Global Enterprise Standard
2Standard Across Industries
3Bank-Grade Security
4Carrier-Grade Architecture & Operations
5Leader in Innovation
6Rapid Time-to-Value
7World-Class Mobile Experience
8Largest Partner Ecosystem
9Award Winning APIs
10Ranked #1 by Analysts
DOCUSIGN CONFIDENTIAL
Functionality for 100% digital transactions from end-to-end DocuSignIntelligent document templates with predefined forms, signers, and workflow to speed completion of most frequent transactions ✔Robust workflows easily configure to match existing business processes ✔Patented PowerForms for generating on-demand, self-service forms for signatures and more ✔Transaction rooms to manage, organize and simplify transactions in the cloud ✔Breadth of authentication options to provide maximum assurance that appropriate people are accessing transactions ✔
Powerful on-the-go mobile capabilities to prepare, execute and manage transactions from any device ✔Open Mobile SDK, REST & SOAP APIs for requesting signatures and signing documents through app or websites within minutes ✔
DocuSign offers speed to value for customers
1Global Enterprise Standard
2Standard Across Industries
3Bank-Grade Security
4Carrier-Grade Architecture & Operations
5Leader in Innovation
6Rapid Time-to-Value
7World-Class Mobile Experience
8Largest Partner Ecosystem
9Award Winning APIs
10Ranked #1 by Analysts
DOCUSIGN CONFIDENTIAL
Native App experience for every mobile platform
DocuSign transactions anytime, anywhere on any device
Android Windows 8 Mobile WebiOS
1Global Enterprise Standard
2Standard Across Industries
3Bank-Grade Security
4Carrier-Grade Architecture & Operations
5Leader in Innovation
6Rapid Time-to-Value
7World-Class Mobile Experience
8Largest Partner Ecosystem
9Award Winning APIs
10Ranked #1 by Analysts
Apple’s App Store Best of
2012
Featured at CES 2012
Top Productivity
App
Featured in TechCrunch, WSJ, LifeHacker, USA
Today, ZDNet
“This makes life in the business world a whole lot easier and faster. Truly a
great app.”
«««««
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SIGNATURES NEEDED: WORKFLOW AUTOMATION STREAMLINES EXISTING PROCESSES Why Are We Here Today?
1010
Poll
How many of your organizational processes require signatures for
approvals?
1111
Step 1: Build A Long-Term Plan
1212
Step 2: Build Roadmap Of Processes
1313
Step 3: Start With A High Value Workflow
1414
Poll
Does your organization serve up processes to users on mobile
devices?
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Step 4: Start
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Contract and proposal processes
Insurance High TechCommunications
/MediaHealthcare
/Life Sciences Real Estate Consumer EverywhereFinancialServices
1717
Automating approval processes across systems
1818
DEMONSTRATION (NINTEX)
1919
Set-Up a Free Trial!
Next Steps
Contact Portal Solutions at jblackburn@portalsolutions.
netto request a free trial or for a
more in-depth demo.
2020
QUESTIONS