5 Steps to Getting an E-Signature Project Off to a Good Start

Mary Ellen Power, March 27, 2015

Electronic signature software can help organizations in a variety of sectors improve operations in response to an increasingly digital world. Companies that want to maximize the value of an electronic signature investment need to make sure they get their project off the ground well, something that isn't always easy. A good e-signature solution provider can give you the help you need to create value through e-signatures, but you need to work to optimize your deployment for your specific organizational climate.

Following these five steps can help you lay the groundwork for continued success and value creation with e-signatures:

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1. Choose a flexible technology platform
A good electronic signature software solution won't tie you into rigid processes that limit how you can use the technology. If you want to maximize your return on investment, you need to make sure the technology you select is not only flexible from a process perspective, but also when it comes to using the solution on different devices and for distinct types of signature tasks.

2. Develop your signing process
An electronic signature is a capture of the process a person follows when performing a signature transaction. You can create your own signing framework to make sure all of your organizational and regulatory needs are met. As such, you need to get a clear idea of your signing process early in your e-signature migration.

3. Test the solution on a small scale
E-signatures are fairly simple to deploy from a technical perspective. However, some challenges can come up as users familiarize themselves with the technology. A small initial roll out can help you work through any kinks in the system before expanding your solution.

4. Get some champions on board
Work to get a few workers from each department deploying the solution to champion the technology to their peers. Change can be rejected off hand by some employees simply because it is different. Having workers at every organizational level ready to show their peers how useful the technology is can make it much easier to spur widespread adoption.

5. Work hard for maximum adoption
It can be tempting to get the solution out into your production environment and let users take it from there. However, aggressively working to maximize adoption rates internally - or externally if your solution is for partners or customers - can help you eliminate as much paperwork as possible and create more value.

These steps can help you get going with e-signature technology, but you may still have some questions. Check out our FAQ page to get all the answers you need.