Service Engineers have need of a simple workflow To record time taken, note the solution provided and get the client to Sign off that work for Invoice or as part of a service agreement. Using a Smart Phone or Tablet, the details of the work are entered from a Smartsheet SmartForm that Populates a worksheet. The sign off is simply automated by Smartsheet data merging with DocuSign Documents.

1. DocuSign Confidential
Accelerating Your Digital Transformation
from Smarter Business Processes 2015

2. 22
Vision
Enable organizations to
“keep business digital”
Market Leader
• More than 110K Customers
• 188 Countries, 43 Languages
• Top brands across industries
2009 2010 2011 2012 2013
Leader in Users
40M+ Users, 40K New Users/Day
Leader Among Analysts
#1
eSignature
Takes Off
#1
eSignature
Wave
#1
DTM Category
Leader

3. 33
Sydney
London
Chicago
Seattle
San
Francisco
Paris
São Paulo
DocuSign Around the World

4. 4
Sends
Web App Signs
Sends
Web App Signs
Sends
Web App Signs
Sends
Web App Signs
Sends
Web App Signs
Sends
Web App Signs
Mobile Signs
Sends
Web App Signs
Mobile Signs
Sends
Web App Signs
Mobile Signs
Sends
Web App Signs
Mobile Signs
Sends
Web App Signs
Mobile Signs

5. 55
Customer Aspirations
We need to
streamline our
operations.
We need to
accelerate our
revenues.
We need to
transact via
mobile.
We need to
improve our
customers’
experience.
We want to go
paperless.

6. 66
Enterprise wide many uses…
 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
 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
 Capitalization 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
Authorization
 Maintenance Authorization
 Order Fulfillment
 Change Management
 Release Management
 Code Review Reporting
 Requirements Acceptance
 Release Scope Commitments
 Project Charter Templates
 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
 Procurement Card
Applications
Sales
Marketing
Human
Resources
Facilities
Finance
Support
IT /
Operations
Product
Management
Legal
Procurement

7. 77
Collage
Make the world a better place

8. 88
Digital Consumer Security & ComplianceMobility
Digital Transformation Drivers

9. 99
The Next Major Step in Productivity
1960s
Mainframe Computing
1970s
Mini Computing
1980s
Client/Server
Computing
2000
Cloud
Computing
Today
Mobile
2010s
Social
Networking
Next Step
Fully Digital
Enterprise

10. Smartsheet workflow integration
with DocuSign
Your Consultant is Richard Rymill
Richardr@Smarterbusinessprocesses.com
The need…
Service Engineers of most Skills and Industries have need of a simple workflow
To record time taken, note the solution provided and get the client to Sign off
that work for Invoice or as part of a service agreement.
The Solution…
Using a Smart Phone or Tablet, the details of the work is entered from a
Smartsheet SmartForm that Populates a worksheet.
The sign off…
Is automated by Smartsheet data merging with DocuSign Documents.
See how…

11. 11
 A template is created in DocuSign that
has Data Fields ready for population

12. 1212
DocuSign in Your Business… Using any Device
Mobile Apps
iOS, Andriod, Win 8
Desktop/Laptop
Create templates
Admin controls
System automated
API
Custom work flows
Customer Integrations
Integrated Enterprise Solutions
Custom work flows
Customer Integrations

13. 13
 The SmartForm takes data from a Phone,
Tablet or a PC and Populates the Customer log

14. 14
 The Customer work log has added the latest job to the bottom of the
sheet. The data contained can now be merged for signature.

15. 15
 Access the Smartsheet data merge page from a book
mark on your iPad and Proceed to choosing the client…

16. 16
 Choose the correct Row or Rows to send out several
Documents for sign-off all at one click. Next…

17. 17
 Client gets an email inviting them to “view the documents” …

18. 18
 Client is asked to confirm the data is correct or make changes
 (if you allow them to) and Sign it off securely.

19. 19
 Each party then get a secure copy of the signed form by
email.

20. 20
 This is a screenshot of an iPad asking for a signature, as used by an
engineer onsite seeking a signature from his customer, or the same screen if
the client picks up his request on their ipad and has not, as yet save a digital
signature. ... Could even be used to receipt a parcel?

21. 21
 The Signed document copy is then automatically added to the customer log
sheet in Smartsheet for the records when invoicing.

22. 22
 A Secure Digital certificate is created for every transaction

23. 53 trillion pages printed
550 billion paper faxes
3B Overnight Express Envelopes
100M One Customer
Or we can just carry on .... Business as Usual?

24. 24
Enterprise Wide
Sales
Marketing
Procurement
Legal
Product
Management
IT / Operations
Support
Finance
Human
Resources
Facilities
DocuSign Across the Enterprise

25. Smartsheet workflow integration with DocuSign by ourselves
Arrange a Free initial consultation or demonstration
Now, email me or call +44 1937 541 553
Your Consultant is Richard Rymill
Richardr@Smarterbusinessprocesses.com
www.smarterbusinessprocesses.com