How to Use This Template 1. Customize this template to convince your boss, coworkers or clients that you need e-signatures 2. Add and delete slides to.

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Presentation transcript:

How to Use This Template 1. Customize this template to convince your boss, coworkers or clients that you need e-signatures 2. Add and delete slides to make it your own 3. Look for the bright green arrows for spots that need to be customized 4. Be sure to delete all of the arrows before sharing this presentation

IT’S TIME TO THE WAY WE GET DOCUMENTS SIGNED

AGENDA. 1. The Landscape Has Changed 2. How We Get Documents Signed Needs to Change Too 3. Proposed Transformation Plan 3

1. The Landscape Has Changed 2. How We Get Documents Signed Needs to Change Too 3. Proposed Transformation Plan 4

5 KATE HARRISON FORBES, APRIL 19, 2013 “ Not only does going paperless clear clutter from your office environment, but it also saves you money and is a great PR message for potential customers and partners.”

6 SOURCE: US CENSUS BUREAU % of all households have Internet use at home 75% of all households have Internet use at home 2012

And yet, we still use paper for our most important documents

An Average Organization: Spends $20 in labor searching for every misfiled document Loses 1 of every 20 documents Spends $20 in labor to file each document

The average professional spends 21 days a year reviewing files and about another 6 days searching for misplaced files.

10 95% Companies who use e-signatures can reduce errors by

11 61% faster with e-signatures than with pen and ink Contracts get signed

1. The Landscape Has Changed 2. How We Get Documents Signed Needs to Change Too 3. Proposed Transformation Plan 12

Clients simply expect to be able to close business on the same device they use to keep track of Twitter and Instagram.” 13 JOHN HARRIS DIRECTOR OF PRODUCT MANAGEMENT, SIGNiX “

[OUR COMPANY]’s Paper Costs Monthly Printing Costs[input volume] Monthly Mailing Costs[input volume] Monthly Faxing Costs[input volume] Monthly Scanning/Filing Costs[input volume] Total Annual Cost[input volume] Source: SIGNiX ROI Worksheet HOW TO USE THIS SLIDE: Use the ROI Worksheet to calculate how much your company is spending on each step of the paper process. You can get this free worksheet by clicking here. Be sure to replace [OUR COMPANY] in the header too. Then delete this box and the green arrow to the left!clicking here 14

[OUR COMPANY] vs. Competitors HOW TO USE THIS SLIDE: Use a search engine to search for competitors using e-signatures. Enter each of your competitors’ names along with one of the following keywords: digital signature e-signature esign electronic signature If none of your competitors use e-signatures, point to this as an opportunity to get a competitive advantage before others. Competitors using e-signatures: –[COMPETITOR 1] –[COMPETITOR 2] –[COMPETITOR 3] We need e-signatures to compete! 15 Pro Tip: Add logos instead of names here

16 The bad news: We are way behind. The good news: We can transform and WIN!

1. The Landscape Has Changed 2. How We Get Documents Signed Needs to Change Too 3. Proposed Transformation Plan 17

18 Research e-signature vendors 1 Evaluate our needs for features like: Price Security Tamper protection Legal evidence Ease of use

19 Create a Pilot Project 2 Start with a small pilot document or set of documents to find and address potential problems Get involvement across company so everyone is on board

20 Expand the Program 3 Expand e-signatures to other documents and processes Keep ears open for feedback and continue to refine the process

6 MONTH GOALS Research e-signature companies Pilot e-signature program Refine process and expand to other documents Save time and money REPEAT! HOW TO USE THIS SLIDE: Adjust above goals according to your baseline and growth objectives. 21

PROPOSED BUDGET $300/year –E-Signature Service Licenses: $250 –Identity Authentication: $50 Estimated Savings: [ANNUAL SPEND ON PAPER – BUDGET] HOW TO USE THIS SLIDE: Adjust the numbers above based on your own company situation in terms of budget and expectations. Not sure what it will cost? Get a customized price quote or read this article about e-signature pricing. Then delete this box and the green arrow to the left!Get a customized price quotethis article about e-signature pricing

IT’S TIME TO THE WAY WE GET DOCUMENTS SIGNED