Slides from joint HighQ and DocuSign webinar run by Stuart Barr, CPSO HighQ and Stephen Maguire, Account Executive DocuSign on how you can optimise, digitise and automate transactions and processes to drive efficiency and productivity.

1. highq.com
Moving one step closer to
digital transformation
HighQ and DocuSign, June 2017

2. Speakers
Stuart Barr
Chief Product & Strategy Officer, HighQ
Stephen Maguire
Account Executive, DocuSign

3. About HighQ
• Founded in London, 2001
• Focused on legal and professional services
• Clients include 50% of global 100 law firms
• Offices in London, Amsterdam, Frankfurt,
New York, Kansas City, Sydney and Ahmedabad

4. What we do
Digital workplace and client engagement
• Client extranets, portals and content hubs
• Team collaboration and personal productivity
• Project management and process optimisation
• Secure enterprise file sharing and deal rooms
• Digital marketing, email campaigns and events

5. highq.com
Use cases to transform the way you work
Client engagement
• Client knowledge portals
• Current awareness and news
• Thought leadership
• Content marketing
• Campaign & event management
Client services
• Document automation
• Claims management
• Regulatory trackers
• Cross border guides
Internal collaboration
• Matter collaboration
• Management information sharing
• Online board rooms
• Social intranets
• Enterprise social networks
• Employee engagement
• Knowledge capture and sharing
• Document management
• Project management
• Merger integration
• Leadership team collaboration
External collaboration
• Client extranets
• Secure file sharing
• Relationship management
• Communities of practice
• Client financial reporting
• Legal project management
• Supplier management
Business processes
• Employee on boarding
• Tribunal case management
• Pitch / RFP management
• Contract management
Personal productivity
• File sync and share
• Large file transfers
• Task management
Transaction management
• Virtual data rooms
• Due diligence reviews
• Investor relations
• Portfolio management
• Risk and compliance
• Know your client (KYC)
• Fund raising
• Cross border deal management

6. The digital transformation challenge
• It affects the way you work
• How you engage with your clients
• How you deliver your products and services
• Fundamental change to the way you run a business

7. Firms need to change and adapt
• Provide better client service
• Increase operating efficiency
• Digitise transactional processes
• Leverage smart technology solutions

8. £ Higher revenue
Faster processing
Reduced errors
Better customer experience
Of responders have a pressing
need for DTM solutions that
are not being met by existing
solutions.
83%
Turnaround time for agent
contracts reduced from
20 days to 3 days.
Business technology lead, Insurance company
Without DTM With DTM
Source: Forrester, Accelerate Your Digital Transformation. Seven Best Practices For Implementing Digital Transaction Management, August 2016
Benefits of digital transformation

9. 13%More
Revenue
50%More
Profitable
19%Higher Market
Valuation
Source MIT Sloan and Capgemini – The Digital Advantage: How digital leaders outperform their peers in every industry
Organisations that rank highly on digital maturity

10. Customer
Experience
Return on
Investment
Security and
Compliance
£
The digital promise

11. About DocuSign
Qualified Trust Service
Provider (TSP) under
2014/910 Regulation (eIDAS)
- listed as such in the
European Trusted list
3 European Data
Centres: Frankfurt,
Amsterdam and
Paris
3 offices in
Europe: France,
United Kingdom
and Ireland
2400 employees
worldwide
300 employees in
Europe
Some DocuSign Facts
• More than 100 million users in 188 countries
• More than 300,000 companies
• More than 100,000 new unique users join The DocuSign Global Trust Network every day
• More than 62% of documents are completed within one hour on The DocuSign Global Trust Network
• Employees of 90% of the Fortune 500 companies have already used DocuSign
• DocuSign is available in 43 languages

12. Sales
Agreement
Work Order NDA
Purchase
Order
Sales Compensation /
Commission Approval
Project Request
Process / Approval
Approve
Collect Data Acknowledge
NotifySign
Contract to
Ops/Finance
Business Policies
Add-On to
Workflow
Use cases that are intended to inform or notify
employees, suppliers or vendors
Price Increase
Notification
Compliance
Confirmation
Change in terms &
conditions
Use cases requiring confirmation that the
employee, vendor or supplier has
read/agreed/complied
Use cases that ask for an approval as opposed to
a more formal signature
Background
check
Vendor Onboarding
Form
Change
Order
Use cases where information needs to be
collected from the Recipient(s)
Binding legal documents that require a legally-
defensible signature
Five ways to use DocuSign

13.  New Hire Paperwork
 Candidate NDA
 On/Off-boarding Checklist
 Employee Policy Distribution &
Signature
 Contractor Agreements
 Non-disclosure
 PTO Management
 Payroll Forms
 Front Desk Sign-in
 Work Orders
 Lease Agreements
 Move In / Move Out Requests
 Parking Permits
 Equipment Rentals
 Lien Releases
 Site Passes and Onsite Waivers
 Invoice Processing
 Expense Reporting
 Capitalisation Management
 Audit Sign Off
 Policy Management
 Inventory Signoff
 Asset Transfer / Retirement
 Hiring Freeze Exemption
 M&A Documentation
 Account Changes
 Service / Work Orders
 Term Changes
 Self Service Requests
 Compliance
 Field Service
 Cancellation Requests
 Internal Cancellation Processing
 Asset Tracking
 Change Requests
 Requirements Sign Off
 Access Management
 Incident Reporting
 Production Change Authorisation
 Maintenance Authorisation
 Order Fulfillment
 Change Management
 Release Management
 Code Review Reporting
 Requirements Acceptance
 Release Scope Commitments
 Project Charter Templates
 Sales Order Processing
 Account Provisioning
 Sales Compensation Agreements
 Referral Agreements
 Reseller Agreements
 Field Sales Agreements
 New Customer Sign Ups
 Terms and Conditions
 Event Registration
 Customer Communication
Approvals
 Mass Mailing / Email Approvals
 Customer Communication
Approvals
 Brand Compliance / Audits
 Event and Vendor Approvals
 NDAs
 Contract Management
 Internal Compliance
 IP Licensing
 Patent Applications
 Board Minutes
 Trade Name Assignment
 Trademark Assignment
 Finance Agreements
 Purchase Orders
 Statements of Work
 Master Service Agreement
 RFP Sign Off
 Supplier Compliance
 Competitive Procurement
Summaries
 Sole-Source Justifications
 P-Card Applications
Human
Resources
Facilities
Finance
Support
IT /
Operations
Product Management
Sales
Marketing
Legal
Procurement
£
DocuSign – sample use cases

14. HR LegalSales
1. Sales Order Processing
2. Account Provisioning
3. Sales Compensation Agreements
4. Field Sales Agreements
5. New Customer Sign Ups
1. New Hire Paperwork
2. Candidate NDA
3. On/Off-boarding Checklist
4. Employee Policy Acceptance
5. Contractor Agreements
1. NDAs
2. Contract Management
3. Internal Compliance
4. IP Licensing
5. Patent Applications
Top use cases

15. Demo.

16. Questions?