Learn how DocuSign, a leader in digital transaction management, has scaled its IT infrastructure for growth, automated business processes and created extendable efficiencies by implementing Dell Boomi AtomSphere as its integration platform as a service. In this session, you will learn how DocuSign went from managing a host of disparate applications to automating data movement, management and governance across them, while establishing an enterprise-grade IT infrastructure—and how you can, too.

1. MT50: Data movement, management
and governance in the cloud
Chris McNabb, Executive Director – Information Management
Long Lam, Director Enterprise Architecture, DocuSign

2. Data is the new
currency.
Invest wisely.

3. Addressing
data
challenges
holistically,
yet modularly

4. Keeping it Digital: DocuSign IT Drives Business
Success with Cloud Innovations
Long Lam
Director, Enterprise Architecture

5. About DocuSign
• Who we are
• Our business trajectory
Our Journey: Application
Integration and iPaaS
• Our IT strategy
• Use cases: current and evolving
Lessons Learned
Q&A
Agenda

6. DocuSign is the fastest most secure
way to make every decision and
approval digital, so you can keep life
and business moving forward.

7. Consumers
Customers
Partners
Suppliers
Employees
Enterprise

8. More than
775,000
documents
containing more than
3.6
million pages are
DocuSigned each day
51%
of DocuSign
documents are
completed
within
1 hour
More than
50
million
users in
188
countries
DocuSign is
available in
43
languages
More than
50,000
new unique users
join the DocuSign
Global Trust
Network every day

9. Soaring Growth Demands a New IT Strategy
• Security and
compliance at
the forefront
• Diverse legal
requirements
across countries
Business Drivers
• Business units
require support for
their unique
requirements
• Acquisitions bring
new applications
into the ecosystem
Consumerization
of the Enterprise
• Adopt a cloud-
first approach
• Centralize IT systems
to drive efficiency
• Collaborate across
BUs to meet varied
business needs
IT Imperatives

10. Before: A Fragmented Approach to Integration
Swivel
Chair
?

11. Swivel
Chair
?
… It Just Wasn’t Working
Increased complexity
Lacked agility
Took teams outside of
their core competencies
Created excess overhead Was not scalable

12. Swivel
Chair
?
… the ongoing growth in the number of applications
magnified the challenge
Created complexity
Was not agile
Took teams outside of
their core competencies
Created excess overhead Lacked efficiencies of scaleWarehouse

13. Enterprise-grade iPaaS Supports Business Trajectory
• Simplified
monitoring to
ensure security
and compliance
• Faster time to
value
• Agility to support
varied business
requirements
• Flexibility to
seamlessly onboard
new applications
• Efficiencies
of scale
• Consolidation
of services, freeing
up LOB resources
from managing
applications
Dell Boomi’s Integration Platform as a Service (iPaaS) provides

14. From a Single Integration Solution
to a Consolidated Business Driver
Initiated ERP
Data Migration
Process Automation
Process Efficiency
Consolidated Cloud
Application Mgmt.
Improved User
Experience
Integrated Docusign
Data Warehouse
Simplified
Data Sharing
Building for
the Future
Standardized Process
for Application
Integration

15. Use Case ERP Migration from Microsoft Dynamics to NetSuite
Applications Microsoft Dynamics, Salesforce, Zuora, NetSuite
Processes Subscription billing management, revenue recognition management
Previous State All manual processes to load and process data
Business Impact
• Established a reproducible and auditable data migration process
• Increased speed of data sharing between key business platforms
• Freed up personnel resources in business units
Quickly enabled new business data integration requirements post deployment
Enhanced business compliance by simplifying monthly closing of books
Stage 1 – ERP Data Migration

16. Use Case Support DocuSign’s cloud-first strategy by consolidating management of
cloud applications
Applications Zuora, Salesforce, DocuSign Product (refunds), Anaplan, Salesforce.com, NetSuite
Processes End-to-end cancellation/ refund processes, financial forecasting and modeling
Previous State
Largely manual process, managed through a series of spreadsheets
• Involved extracting and loading data onto users computers, etc.
• Introduced errors/ inconsistencies, data was hard to report
Business Impact
• Increased automation – rely on integrations to share data
• Create auditable, repeatable processes
• Simplified user experience by keeping data & processes in appropriate systems
Delighted customers with speedy refunds – 80% faster
Empowered sales leadership by providing access to real-time data
Stage 2 – Integrated IT Strategy

17. Use Case
Provide DocuSign product-based information to key systems
to enable better business decisions
Applications DocuSign data warehouse, HRIS
Business Impact
• Ensured that the right data is available to the right systems
• Provided business teams with standardized processes to access
critical data
• Supported compliance certifications: ISO, FedRamp, Part 11
Stage 3 – Driving Business Success
Enabled data-driven decision making across business units
Enhanced corporate compliance in support of DocuSign’s path to IPO

18. Stage 4 – Looking Forward: Building On Success
Use Case
Future proofing by simplifying connectivity between applications
and segmenting data based on security and criticality
Applications Smaller, niche applications
Business Impact
• Simplify system to on-board new applications
• Leverage APIs for faster time to market
Ensures security in the age of the consumerization of IT
Drive business growth through intelligent use of data

19. Simplicity and Scalability with Dell Boomi
CPQ
CLM

20. Results and Benefits
Streamlined process for
deployment of integration
requirements including:
• One change
management process
• Better templates for
requirements gathering
• Dedicated resources
for integration work
Process
Efficiencies
Highly available cloud-
based processing for all
cloud-to-cloud integrations
• Supports ~50k records a day
• 24X7 execution of 20+ jobs
across 6 critical cloud
business applications
Smaller
Infrastructure
• Management of user
access via SAML
• Ensures SOC compliance
for access to integration
credentials
• Secured integration
system credential
storage and
management
Improved
Security Posture

21. Integration-as-a-service
can’t happen in a vacuum
Walk before you run
Capitalize on early wins
Build on your successes
Develop capabilities as part
of the maturation process
Collaborate with key
stakeholders to ensure
lasting architecture
Lessons
Learned

23. 3 things to do next
Get inspired. Visit us at Booth D7
Get going. Set up a free consultation to learn how
Boomi can help you accelerate your business success
Get prepared. Learn more at www.boomi.com

24. Thank you!