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HighQ and DocuSign - moving one step closer to digital transformation

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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.

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HighQ and DocuSign - moving one step closer to digital transformation

  1. 1. highq.com Moving one step closer to digital transformation HighQ and DocuSign, June 2017
  2. 2. Speakers Stuart Barr Chief Product & Strategy Officer, HighQ Stephen Maguire Account Executive, DocuSign
  3. 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. 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. 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. 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. 7. Firms need to change and adapt • Provide better client service • Increase operating efficiency • Digitise transactional processes • Leverage smart technology solutions
  8. 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. 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. 10. Customer Experience Return on Investment Security and Compliance £ The digital promise
  11. 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. 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. 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. 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. 15. Demo.
  16. 16. Questions?

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