apidays Singapore 2023 - Resilience to adaptability through digitisation April 12 & 13, 2023 Digitalising agreements with data, design & technology Charlie Loo, Principal Solution Consultant at DocuSign ------ Check out our conferences at https://www.apidays.global/ Do you want to sponsor or talk at one of our conferences? https://apidays.typeform.com/to/ILJeAaV8 Learn more on APIscene, the global media made by the community for the community: https://www.apiscene.io Explore the API ecosystem with the API Landscape: https://apilandscape.apiscene.io/

1. HELLO!
CHARLIE LOO
Principal Solution Consultant
DocuSign, Asia Pacific
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3. Digitalising Agreements
with Data, Design & Technology

4. Digital
Transformation
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5. 4
Digital
Innovation
Business
Model
Customer
Experience

6. 5
Systems of
Record
1980s +
ERP | MDM | CRM
Integrated front and back
offices
Systems of
Engagement
2000s +
MarTech | AdTech
Improved customer and
employee engagement
Systems of
Agreement
The next wave
Agreement Cloud
Smarter, Easy, Trusted
agreements, anytime, anywhere

7. A Typical Agreement “Journey”
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1 3 5
6
4
2
Negotiate terms
Review T&Cs
Generate agreement
Sign agreement
Execute
Reporting and insights

8. IMPACT OF A “FRAGMENTED” AGREEMENT JOURNEY 7
60%
of supplier contracts are
renewed automatically
without knowledge of the
buying organisation
Poor Management
Poor Execution
Poor Customer Experience
Inefficient Preparation Process
Source: Gartner Group
9%
46%
of firms believe inefficient,
manual agreement processes
have led to poor customer
experiences.
Source: Forrester
63%
of sales professionals report
needing to rework proposals
and contracts due to human
error and data entry errors
Source: DocuSign
of annual revenue is lost due
to contracting pitfalls, missed
milestones
Source: WorldCC

9. Systems of Agreement
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PREPARE
Generate, collaborate,
review and negotiate
SIGN
Route to recipients for
endorsement & consent
Retain, retrieve and
report on agreements
MANAGE
Execute on the signed
agreement
ACT

10. 9
PREPARE
DIGITALISATION
DIGITISATION
Paper-to-Digital
Reduce money spent on paper,
ink, printers and postage. Ease
of sharing and collaboration
Automated Doc Generation
Say “NO” to manual copy and paste. It’s time for
data-driven, 1-click agreement generation

11. 10
SIGN
DIGITALISATION
DIGITISATION
Go Digital
Replace wet-ink signatures with
Electronic / Digital signatures
Multi-Channel
Sign from “anywhere” i.e.
cross device, cross-channel
e.g. email, SMS, In-App

12. 11
ACT
DIGITISATION
DIGITALISATION
Simplify
From stamping “Certified True Copy”
to sharing the link to the Digital copy
Automate Post-Signature Tasks
Receive real-time signals, connect to downstream
systems and orchestrate agreement execution e.g. set up
renewal reminders, trigger workflows, notify other teams

13. 12
MANAGE
DIGITISATION
DIGITALISATION
Analytics
Insights and reporting. Real time
risk profiling & recommendations
Digital Archives
Ease of storage and retrieval,
along with audit trail of access

14. 16
Data Design Technology
SMARTER
EASIER
TRUSTED
IMPROVE
Productivity
Agreement
Generation
Data &
Insights Journey Customer Experience API | Connector | SDK
Pre-fill / Auto-fill
Form Fields
Responsive
Design
One Tap/Click
Execution
§ Classification
§ Security
§ Privacy
§ Residency
§ Validation
§ Obligation Management
§ Tamper-Proof
§ Integrity Checks
§ Authentication
§ Authorisation
§ Encryption
§ Verification REDUCE
Risks
ACCELERATE time-to
Complete
Prepare Sign
Act Manage

15. 17
Data Design Technology
SMARTER
EASIER
TRUSTED
IMPROVE
Productivity
Agreement
Generation
Data &
Insights Journey Customer Experience API | Connector | SDK
Pre-fill / Auto-fill
Form Fields
Responsive
Design
One Tap/Click
Execution
§ Classification
§ Security
§ Privacy
§ Residency
§ Validation
§ Obligation Management
§ Tamper-Proof
§ Integrity Checks
§ Authentication
§ Authorisation
§ Encryption
§ Verification REDUCE
Risks
ACCELERATE time-to
Complete
Prepare Sign
Act Manage

16. 18
SMARTER
EASIER
TRUSTED
Prepare Sign
Act Manage
IMPROVE
Productivity
REDUCE
Risks
ACCELERATE time-to
Complete
Data Design Technology
Prepare Sign
Manage Act
System of Agreement
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Modernising
As a result of our paperless initiatives, we have recouped
about 30% of office space over the last 10 years just by
aggressively digitizing our documents.
Abby Hosseini | CIO | Mercury Insurance
Metha Energia increased customer acquisition by 36%,
with 82% of consumers complete the registration (from
previous 50%) in 2 days on a seamless web experience
Metha Energia | Energy Company in Brazil
ANZ telco achieved 20% increase in close rate for in-
store sales, 2 minutes saved per transaction for millions
of in-store purchases, 50 pages saved per agreement
with one digital signing experience
Telco in ANZ

17. 19
SMARTER
EASIER
TRUSTED
IMPROVE
Productivity
REDUCE
Risks
ACCELERATE time-to
Complete
Data Design Technology
Prepare Sign
Manage Act
System of Agreement
Track
Measure
Optimise
Phase
19
Modernising
across the organisation
For all BUs, Departments, Functions

18. 20
Smarter
Easier
Trusted
Future of Digital
Agreements
Applying Data, Design and Technology to
refine the System of Agreement to deliver
Smarter, Easier and Trusted agreements.
The Strategy
Create dynamic agreement
experiences, anytime, anywhere
Remove friction. Keep it simple.
Deliver faster time to value
Enhance security and trust in
every transaction

19. THANK YOU!
ANY QUESTIONS?
You can find me at:
⬥ charlie.loo@docusign.com
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