How to Use This Template

1. Customize this template to convince your boss, coworkers or clients that you need e-signatures

2. Add and delete slides to make it your own

3. Look for the bright green arrows for spots that need to be customized

4. Be sure to delete all of the arrows before sharing this presentation

IT’S TIME TO

THE WAY WE GET DOCUMENTS SIGNED

AGENDA.

1. The Landscape Has Changed

2. How We Get Documents Signed Needs to Change Too

3. Proposed Transformation Plan

3

1. The Landscape Has Changed

2. How We Get Documents Signed Needs to Change Too

3. Proposed Transformation Plan

4

5

KATE HARRISONFORBES, APRIL 19, 2013

“Not only does going paperless clear clutter from your office environment,  but it also

saves you money and is a great PR message for potential customers and partners.” 

6 SOURCE: US CENSUS BUREAU 2012

1997

18%of all households have Internet use

at home

75%of all households have Internet use

at home

2012

And yet, we still use paper for our most important documents

An Average Organization:

Spends $20in labor searching for every misfiled

document

Loses 1 of every 20

documents

Spends $20in labor to file

each document

The average professional spends 21 days a year reviewing files and about another 6 days searching for misplaced files.

10

95%

Companies who use e-signatures can reduce errors by

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61% faster with e-signatures than with pen and ink

Contracts get signed

1. The Landscape Has Changed

2. How We Get Documents Signed Needs to Change Too

3. Proposed Transformation Plan

12

Clients simply expect to be able to close business on the same device they use to keep track of Twitter and Instagram.”

13

JOHN HARRISDIRECTOR OF PRODUCT MANAGEMENT, SIGNiX

“

[OUR COMPANY]’s Paper Costs

Monthly Printing Costs [input volume]

Monthly Mailing Costs [input volume]

Monthly Faxing Costs [input volume]

Monthly Scanning/Filing Costs [input volume]

Total Annual Cost [input volume]

Source: SIGNiX ROI Worksheet

HOW TO USE THIS SLIDE: Use the ROI Worksheet to calculate how much your company is spending on each step of the paper process. You can get this free worksheet by clicking here. Be sure to replace [OUR COMPANY] in the header too. Then delete this box and the green arrow to the left!

14

[OUR COMPANY] vs. Competitors

HOW TO USE THIS SLIDE: Use a search engine to search for competitors using e-signatures. Enter each of your competitors’ names along with one of the following keywords:

• digital signature• e-signature• esign• electronic signature

If none of your competitors use e-signatures, point to this as an opportunity to get a competitive advantage before others.

• Competitors using e-signatures:– [COMPETITOR 1]– [COMPETITOR 2]– [COMPETITOR 3]

• We need e-signatures to compete!

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Pro Tip: Add logos instead of names here

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The bad news:We are way behind.

The good news:We can transformand WIN!

1. The Landscape Has Changed

2. How We Get Documents Signed Needs to Change Too

3. Proposed Transformation Plan

17

18

Research e-signature vendors

1Evaluate our needs for features like:• Price• Security• Tamper protection• Legal evidence• Ease of use

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Create a Pilot Project2

• Start with a small pilot document or set of documents to find and address potential problems

• Get involvement across company so everyone is on board

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Expand the Program3 • Expand e-signatures to other

documents and processes• Keep ears open for feedback and

continue to refine the process

6 MONTH GOALS

• Research e-signature companies• Pilot e-signature program• Refine process and expand to other documents• Save time and money• REPEAT!

HOW TO USE THIS SLIDE: Adjust above goals according to your baseline and growth objectives.

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PROPOSED BUDGET

• $300/year– E-Signature Service Licenses: $250– Identity Authentication: $50

• Estimated Savings: [ANNUAL SPEND ON PAPER – BUDGET]

HOW TO USE THIS SLIDE: Adjust the numbers above based on your own company situation in terms of budget and expectations. Not sure what it will cost? Get a customized price quote or read this article about e-signature pricing. Then delete this box and the green arrow to the left!

IT’S TIME TO

THE WAY WE GET DOCUMENTS SIGNED