This document summarizes a presentation about digital transaction management (DTM) solutions. It discusses how DTM can remove friction from document-based transactions by making processes paperless and automated. The presentation introduces the speaker, Joe Shepley from Doculabs, and discusses how DTM solutions like electronic signatures can benefit organizations by improving customer experience, operational efficiency, and security compliance. Real-world examples are provided of how DTM has saved time and money for various industries.

1. In Association with: Presented by:
Presented September 16, 2015
Your Business Documents On Steroids

2. In Association with: Presented by:
About AIIM
AIIM is the Global Community
of Information Professionals
AIIM believes that the information systems we use at
work should be simple, secure, and available
anywhere, anytime, and on any device.
Our mission is to improve organizational
performance by empowering a community of leaders
committed to information-driven innovation.
Learn more at www.aiim.org

3. In Association with: Presented by:
AIIM Presents:
Your Business Documents On Steroids
Host: Theresa Resek
Director
AIIM
Joe Shepley
Vice President & Practice Leader
Doculabs
Larry Kluger
Marketing Manager
Docusign

4. In Association with: Presented by:
Introducing our Featured Speaker
Joe Shepley
Vice President & Practice Leader
Doculabs

5.  Doculabs, Inc. 2015
Digital Transaction
Management
(DTM)

6. 6
DTM Defined
Digital Transaction Management (DTM) is a category
of cloud services designed to digitally manage
document-based transactions. DTM removes the
friction inherent in transactions that involve people,
documents, and data to create faster, easier, more
convenient, and secure processes.
DTM

7. 7
Path to DTM
Process Management Maturity
Level 3
Paperless
Automated
Level 1
Paper Based
Manual
Level 2
Paperless
Manual
Level 4
Born Digital

8. 8
DTM Readiness
How ready the organization
is to adopt a digital first
approach to businessHow ready the
organization's operations
are to support/enable a
digital first approach to
business
How paperless and automated the
organization's processes are today
OPERATIONAL READINESS
PROCESS READINESS
ORGANZATIONAL READINESS
DTM
Readiness

9. 9
DTM Examples
Mortgage Origination
Clinical Trial Management
Claims Submission
Asset Lifecycle Management
+

10. 10
DTM Stakeholders

11. Thank You
 Doculabs, Inc. 2015www.doculabs.com
Joe Shepley
Vice President and Practice Leader
Doculabs, Inc.
jshepley@doculabs.com

12. In Association with: Presented by:
Introducing our Sponsor Speaker
Larry Kluger
Marketing Manager,
Developers and Connections
DocuSign

13. Introduction
to all Digital Transactions
and DocuSign
Larry Kluger
Marketing Manager
Larry.Kluger@docusign.com

14. All Successful Businesses
Will be 100% Digital.

15. 13%More
Revenue
50%More
Profitable
19%Higher Market
Valuation
Organizations that rank high on digital maturity
MIT Sloan Management Review and Deloitte’s 2015 Global Study of Digital Business

16. Customer
Experience
Return on
Investment
Security and
Compliance
The Digital Promise
Digital

17. Enterprise

18. Consumers
Customers
Partners
Suppliers
Employees
Enterprise

19. Disconnected
Systems
Manual
Processes
Poor Customer
Experience
Consumers
Customers
Partners
Suppliers
Employees
Enterprise

20. There’s a Better Way

21. Consumers
Customers
Partners
Suppliers
Employees
Enterprise
All Digital:
Signatures
& Storage

22. Today’s State
75
Internally
Digitized
100
End-to-End
Digital
Enterprise
0
Paper
and Pen
25
Basic Digital
Records
50
Ad hoc
Digitization

23. 75
Internally
Digitized
100
End-to-End
Digital
Enterprise
0
Paper
and Pen
25
Basic Digital
Records
50
Ad hoc
Digitization
Your Desired State

24. Carrier Grade
Availability
ManageExecutePrepare
• Documents
• Data
• Workflow
• Authentication
• Signature
• Payment
• Reporting
• Retention
• Transfer
Solution metrics
Bank Grade
Security
Extensive
Configurability
Legal
Enforceability
Open
Ecosystem
Global
Coverage
More than just signatures

25. Completing sales
agreements
Signing offer
letters
Opening new accounts,
in person

26. Trust
A reliable and globally-
trusted service for digital
transactions.
Simple to use, implement,
and manage, driving
immediate user adoption.
Experience
You need a complete solution
Works with applications,
services, and devices you
already use.
Choice

27. With pre-built integrations
into the systems you are
already using
Customized to your needs
using leading APIs
Choice
Deployment choice:
On any mobile device, in 43
languages around the world

28. SharePoint On-prem
SharePoint Online
SharePoint Designer
Nintex
K2


29. Get signatures
from internal
signers
1. Start the
signing process

30. Get signatures from
internal signers
2. Review and then
sign
3. Signed document is
stored in SharePoint

31. Get signatures
from external
signers
1. Request the
signature

32. Get signatures
from external
signers
2. Add signer,
tag document,
and send…

33. Get signatures from
external signers
3. Signer reviews
document—from a
mobile, or desktop
browser

34. Get signatures
from external
signers
4. Signer signs
—from a mobile
or desktop browser
5. Signed document automatically
stored back into SharePoint

35. 93%Improvement in document
turnaround time
70%Reduction in steps required
for contract completion
$33
Savings per envelope
sent via DocuSign

36. 85%Documents are processed in
under 1 day
$150MReduction in IT costs with
cloud portfolio
16Percentage point
increase in customer
satisfaction

37. $1.5M
Anticipated savings over 3
year period
10.5xIncreased turnaround time
$76Saved per agreement by
eliminating printing, faxing,
scanning & mailing

38. 90%Deals closed in under 1 day
71%Deals closed in under 1
hour
60Days of work saved with 10
fewer minutes per quote

39. Customer
Experience
Return on
Investment
Security and
Compliance
The Digital Promise

40. “DocuSign has the
best ROI of any
product we’ve ever
implemented at
Hewlett-Packard”

41. Fast and simple to implement,
manage, and use
A great user experience from the
very first transaction
Your DocuSign experience
starts the moment we decide
to partner.
A trusted partner in DocuSign
Experience

42. 50M+ users and 50,000 new
users joining the DocuSign
Global Trust Network everyday.
Standards compliant
Strongest encryption practices
Always available and always at
peak performance
Trust A full digital audit trail


43. All Successful Businesses
Will be 100% Digital.

44. Thank You!
Free trials:
Office 365 SharePoint App store
or
www.docusign.com/trial

45. In Association with: Presented by:
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46. In Association with: Presented by:
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47. aiim.org/training
• Enterprise Content Management
Improve customer and staff engagement, ensure
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• Business Process Management
Map, design, and automate operational processes
for your organization using a combination of
strategies, change management, and technologies.
• Taxonomy & Metadata
Optimize navigation, findability, and information
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Create an information accountability framework
that reduces costs, manages risk, and optimizes
value.
• Managing Records & eDiscovery
with SharePoint 2013
Manage records, ensure compliance,
and prepare for civil litigation requests.
• Electronic Records Management
Know what to keep and what to discard as volume,
variety, and velocity of digital information
intensifies.
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