webinar: improve productivity with workflow, form and digital signatures

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1 Webinar: Improve Productivity with Mobile Forms, Workflow and Electronic Signatures

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Post on 10-Jun-2015

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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

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Poll – Level Set

What version of SharePoint does your organization use?

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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.

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Administration/ Finance

Human Resources

Information Technology OperationsMarketing/

Sales

Approvals

Mobile Data Collection

Content Collaboration

Provisioning

Work Management

Automate Everyday Processes for Results

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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

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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

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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?

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Poll

How many of your organizational processes require signatures for

approvals?

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Step 1: Build A Long-Term Plan

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Step 2: Build Roadmap Of Processes

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Step 3: Start With A High Value Workflow

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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

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Automating approval processes across systems

Author
Replace Salesforce with CRM
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DEMONSTRATION (NINTEX)

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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.

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QUESTIONS