1.
Tips for Increasing SharePoint Adoption
Including Digital Signatures

2.
About Joel Oleson
First SharePoint Admin
Top social media influencer
Enterprise search strategist at BA Insight
Community builder
Global traveller
CollabShow.com
TravelingEpic.com
@joeloleson

3.
If you build it, will they come?

4.
The Role of the Solutions Architect

5.
The Role of the Solutions Architect
Print. Scan. Sign. Fax. Email.

6.
Digital disruptions happens when you zoom
out. Start with exercise.
Print. Scan. Sign. Fax. Email.

7.
What is it?

8.
What is it?

9.
You’re Too Close to the Situation

10.
Look Through a Different Lens
You’re Too Close to the Problem

11.
Tuning for Clearer Picture

12.
Change is Good, but can be Difficult

13.
Adoption: Carpe Diem

14.
About Larry Kluger
B2B product marketing
Project responsibility for new Developers
Portal.
Product management: led company to
greater investment in SharePoint
integration, on-line web documentation of
APIs and definition of RESTful API
requirements.
Arx.com
@CoSign_ARX

15.
Digital Disruption with ECM
and Digital Signatures
Larry Kluger
Senior Marketing Manager, Integrations
CoSign by ARX
larryk@arx.com

16.
Control your chaos
55% of SharePoint servers are only used for
“collaboration and ad hoc document sharing”
Source: 2014 AIIM Survey on Digital Signatures
How can we
Increase order, decrease chaos?
Increase the speed and agility of our organizations?
Better manage and measure our business processes?
Better serve our customers, partners, and employees?
Increase quality adoption of SharePoint?

17.
Digital Disruption
Digital Disruption and Digital Signatures
SharePoint and other ECMs enable the
first part of digital disruption:
 Documents organized with meta-data, not just
folder names
Workflow to manage and measure business
processes

18.
Digital Disruption and
Digital Signatures
Digital Signatures complete
the digital transformation
Online documents from start to finish: no
more print, sign, scan.
The online document is the signed original
document.

19.
Digital Disruption and Digital Signatures
Benefits
No more worrying about filing the
signed paper original
Hard benefits: save time and printing,
scanning, filing, mailing $$
Soft benefits: “Why didn’t we switch to
digital signatures sooner?” Employee,
customer and partner delight.

20.
Digital Disruption and Digital Signatures
Case studies
“We’ll be saving $300K per year”
—Pharmaceutical
“We’re automating 100 business
processes with SharePoint, K2 and
CoSign”
—Financial services company

21.
Digital Disruption and Digital Signatures
Case studies
“We created a custom onboarding
system using SharePoint, Nintex
and CoSign for 300 new-hires per
month across 92 locations including
online I-9 and W-4 forms”
—Midwest services company

22.
Digital Signatures: faster, better, cheaper
Digital Signatures: the
open standard for
eliminating paper,
speeding business
processes,
saving money
Recipients use free
Adobe Reader, Word,
etc to view
and verify signatures
Credit: Patrick Goossens

23.
CoSign Standard Digital Signatures
Digital Signatures are the most secure form of Electronic
signature
Digital Signatures guarantee the Three “I”s…
 Identity: ID is imbedded in the signed document
 Intent: Non-repudiation
 Integrity: Any change invalidates signatures
Components:
 ID Certificates
 Private Key
 Public Key
Document integrity confirmed
Document change detected
x +
Document hash code Private Key Digital ID X.509 Cert
Digital Signatures are vetted for security and consistency by NIST, ETSI, ISO, IETF, & W3C

24.
The Analysts agree…
• “Enterprise architects should include e-signatures
as part of an overall ECM and BPM strategy… a foundational
technology along with records management, eDiscovery, and other
content services.”
• “Dramatic savings, successful implementation, no legal challenges”
Source: The Forrester Wave™: E-Signatures, Q2 2013

25.
Before Digital Signatures
“More than half
of our documents
require signatures”
“It takes us more
than a day just to
collect signatures”
“We print half of
our documents just
for signing”

26.
After Digital Signatures
81% of digital signature projects
reach ROI in 12 months or less
Process
Transformation
Slow
Expensive
Paper-based
Fast
Low-cost
Fully digital
*25% of digital signature projects reach ROI in 3 months or less

27.
The “most advanced” Digital Signature Solution
“CoSign by ARX has the most advanced
digital signature capability in the field…easily integrates with
internal security and credential management along with a
strong central administration”
Source: The Forrester Wave™: E-Signatures, Q2 2013

28.
Why CoSign?
 Choice: on-premises, cloud, or private cloud
 Centralized: control, security and low costs
 Low TCO: automatic AD synchronization
 Connections for anything

29.
Signing is easy…

30.
Signed documents are independently
verifiable
Use free PDF Reader or
other software to verify
signatures
Signer
Identity
Document
Integrity
Signer’s Intent
Signer’s
Graphical
Signature

31.
BYOD? Sure. Sign on any device, anywhere
Securely sign on any
device at the office,
at home, in the field
S

32.
Connect CoSign digital signatures to anything
CoSign Connections for
SharePoint on-prem,
Office 365/SharePoint Online,
K2, Nintex, OpenText CS,
eDOCS, Oracle WCC, Alfresco,
Box, Documentum, SAP,
iManage, Siemens TeamCenter,
AutoCAD, and many more
Connect to anything via CoSign Signature APIs
Image credit: Kevin Krejci

33.
SharePoint support
Connectors for
SharePoint on-prem
and
SharePoint on-line
Workflow tools:
K2, Nintex,
SharePoint Designer,
Visual Studio

34.
SharePoint Server workflow support
CoSign signature tasks with document
preview
WYSIWYG positioning and sizing of
signature fields
Auto-sign actions
Signature verification actions
Signature field creation from text anchors
CoSign User Management
* Different workflow tools offer different
features
SharePoint Designer
K2
Nintex Workflow
Visual Studio Workflows

35.
Internal, Partner & External Signers
Internal signers—signer works for the organization.
Partner signers—”Extranet” apps for trusted
suppliers, contractors, external staff eg Vendors, DOT
contractors, hospital doctors.
Long term relationships with signers.
External signers—one-time or infrequent signers.
Eg customers
Photo credits: iamtheo, Mikhail Koninin, Sam Churchill

36.
Demo: New Employee Offer letter
Workflow:
1. HR clerk enters new employee
information
2. HR Manager signs letter
(internal signer)
3. Letter sent to candidate via
CoSign Click (external signer)
4. HR Manager notified when letter is
signed
Tools: SharePoint on-prem, Nintex
Workflow, Nintex Forms, CoSign,
CoSign Click Photo credits: iamtheo, Mikhail Koninin, Sam Churchill

37.
Your most successful SharePoint Project
Happy users
Happy managers: Better
understanding of their
business processes
Happy IT: Expand quality
use of SharePoint
Happy Execs: save money,
speed the organization
Credit: Jens karlsson

38.
More info, free trial:
www.arx.com/sharepoint
What do you think?