highq.com

Moving one step closer to

digital transformationHighQ and DocuSign, June 2017

Speakers

Stuart Barr

Chief Product & Strategy Officer, HighQ

Stephen Maguire

Account Executive, DocuSign

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

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

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

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

Firms need to change and adapt

• Provide better client service

• Increase operating efficiency

• Digitise transactional processes

• Leverage smart technology solutions

£ 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

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

CustomerExperience

Return on Investment

Security and Compliance

£

The digital promise

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 worldwide300 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

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 PoliciesAdd-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

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

HumanResources

Facilities

Finance

Support

IT /Operations

Product Management

Sales

Marketing

Legal

Procurement

£

DocuSign – sample use cases

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

Demo.

Questions?