digital disruption, sharepoint adoption and digital signatures with joel oleson and cosign
DESCRIPTION
Join us to discuss Digital Disruption, SharePoint adoption and digital signatures. Joel will share his top tips for increasing SharePoint adoption throughout your organization and what common rollout mistakes you should avoid. We’ll also discuss and demonstrate automated SharePoint workflows that include online signing for documents and approvals. Standard, open digital signatures are easily added to SharePoint Designer, Nintex, K2 and Visual Studio workflows. Please join us to learn more!TRANSCRIPT
Digital DisruptionTips for Increasing SharePoint Adoption
Including Digital Signatures
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About Joel OlesonFirst SharePoint AdminTop social media influencerEnterprise search strategist at BA InsightCommunity builderGlobal travellerCollabShow.comTravelingEpic.com@joeloleson
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If you build it, will they come?
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The Role of the Solutions Architect
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The Role of the Solutions ArchitectPrint. Scan. Sign. Fax. Email.
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Print. Scan. Sign. Fax. Email.
Digital disruptions happens when you zoom out. Start with exercise.
What is it?
What is it?
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You’re Too Close to the Situation
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You’re Too Close to the ProblemLook Through a Different Lens
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Tuning for Clearer Picture
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Change is Good, but can be Difficult
CollabShow.comAdoption: Carpe Diem
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About Larry KlugerB2B product marketing
Project responsibility for new Developers Portal.
Product management: led company to greater investment in SharePoint integration, on-line web documentation of APIs and definition of RESTful API requirements.
Arx.com@CoSign_ARX
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Larry KlugerSenior Marketing Manager, IntegrationsCoSign by ARX [email protected]
Digital Disruption with ECM and Digital Signatures
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Control your chaos
55% of SharePoint servers are only used for “collaboration and ad hoc document sharing”Source: 2014 AIIM Survey on Digital Signatures
How can we Increase order, decrease chaos?Increase the speed and agility of our organizations?Better manage and measure our business processes?Better serve our customers, partners, and employees?Increase quality adoption of SharePoint?
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Digital Disruption
Digital Disruption and Digital SignaturesSharePoint and other ECMs enable the first part of digital disruption:
Documents organized with meta-data, not just folder names
Workflow to manage and measure business processes
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Digital Disruption and Digital Signatures
Digital Signatures complete the digital transformationOnline documents from start to finish: no more print, sign, scan. The online document is the signed original document.
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Digital Disruption and Digital SignaturesBenefitsNo more worrying about filing the
signed paper originalHard benefits: save time and printing,
scanning, filing, mailing $$Soft benefits: “Why didn’t we switch to
digital signatures sooner?” Employee, customer and partner delight.
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Digital Disruption and Digital Signatures
Case studies
“We’ll be saving $300K per year”—Pharmaceutical
“We’re automating 100 business processes with SharePoint, K2 and CoSign”—Financial services company
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Digital Disruption and Digital Signatures
Case studies
“We created a custom onboarding system using SharePoint, Nintex and CoSign for 300 new-hires per month across 92 locations including online I-9 and W-4 forms”—Midwest services company
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Digital Signatures: faster, better, cheaper
Digital Signatures: the open standard for eliminating paper, speeding business processes,saving money
Recipients use free Adobe Reader, Word, etc to view and verify signatures
Credit: Patrick Goossens
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CoSign Standard Digital SignaturesDigital Signatures are the most secure form of Electronic
signature
Digital Signatures guarantee the Three “I”s… Identity: ID is imbedded in the signed document Intent: Non-repudiation Integrity: Any change invalidates signatures
Components: ID Certificates Private Key Public Key
Document integrity confirmed
Document change detected
Digital Signatures are vetted for security and consistency by NIST, ETSI, ISO, IETF, & W3C
x +Document hash code Private Key Digital ID
X.509 Cert
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The Analysts agree…
• “Enterprise architects should include e-signaturesas part of an overall ECM and BPM strategy… a foundational technology along with records management, eDiscovery, and other content services.”
• “Dramatic savings, successful implementation, no legal challenges”
Source: The Forrester Wave™: E-Signatures, Q2 2013
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Before Digital Signatures
“More than half of our documents
require signatures”
“It takes us more than a day just to collect signatures”
“We print half of our documents just
for signing”
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After Digital Signatures
81% of digital signature projects reach ROI in 12 months or less
Process Transformation
SlowExpensive
Paper-based
FastLow-cost
Fully digital
*25% of digital signature projects reach ROI in 3 months or less
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The “most advanced” Digital Signature Solution
“CoSign by ARX has the most advanceddigital signature capability in the field…easily integrates with internal security and credential management along with a strong central administration”
Source: The Forrester Wave™: E-Signatures, Q2 2013
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Why CoSign?
Choice: on-premises, cloud, or private cloud Centralized: control, security and low costs
Low TCO: automatic AD synchronization Connections for anything
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Signing is easy…
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Signed documents are independently verifiable
Use free PDF Reader orother software to verify signatures
Document Integrity
Signer Identity
Signer’s Intent
Signer’s Graphical Signature
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BYOD? Sure. Sign on any device, anywhere
S
Securely sign on any device at the office, at home, in the field
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Connect CoSign digital signatures to anything
CoSign Connections for SharePoint on-prem, Office 365/SharePoint Online,K2, Nintex, OpenText CS, eDOCS, Oracle WCC, Alfresco, Box, Documentum, SAP, iManage, Siemens TeamCenter, AutoCAD, and many more
Connect to anything via CoSign Signature APIsImage credit: Kevin Krejci
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SharePoint support
Connectors for SharePoint on-prem andSharePoint on-line
Workflow tools: K2, Nintex, SharePoint Designer, Visual Studio
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SharePoint Server workflow support
CoSign signature tasks with document preview
WYSIWYG positioning and sizing of signature fields
Auto-sign actions
Signature verification actions
Signature field creation from text anchors
CoSign User Management
* Different workflow tools offer different features
SharePoint Designer
K2
Nintex Workflow
Visual Studio Workflows
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Internal, Partner & External Signers
Internal signers—signer works for the organization.
Partner signers—”Extranet” apps for trusted suppliers, contractors, external staff eg Vendors, DOT contractors, hospital doctors. Long term relationships with signers.
External signers—one-time or infrequent signers. Eg customers
Photo credits: iamtheo, Mikhail Koninin, Sam Churchill
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Demo: New Employee Offer letterWorkflow:
1. HR clerk enters new employee information
2. HR Manager signs letter(internal signer)
3. Letter sent to candidate via CoSign Click (external signer)
4. HR Manager notified when letter is signed
Tools: SharePoint on-prem, Nintex Workflow, Nintex Forms, CoSign, CoSign Click
Photo credits: iamtheo, Mikhail Koninin, Sam Churchill
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Your most successful SharePoint Project
Happy users
Happy managers: Better understanding of their business processes
Happy IT: Expand quality use of SharePoint
Happy Execs: save money, speed the organization
Credit: Jens karlsson
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More info, free trial:www.arx.com/sharepoint
What do you think?