AI Answers and Dashboards for smarter digital transaction management

eSignature workflows are the backbone of mission-critical business transactions. From loan applications and employment contracts to client onboarding documentation and compliance documents, organizations process thousands of digital signatures daily.

However, with this volume comes complexity, and without proper visibility, bottlenecks can emerge that slow operations, frustrate customers, and ultimately impact your bottom line.

OneSpan's latest innovations address these challenges with two powerful features: Transaction Dashboards and AI Answers. Together, these features provide new visibility into eSignature workflows while making performance insights accessible through simple, natural language queries.

The visibility gap in eSignature workflows

Many organizations struggle with a fundamental challenge. After they send documents for signature, they lack clear visibility into what happens next, including:

• Where are transactions getting stuck?
• Which signers are causing delays?
• Do certain workflows perform better than others?

Without answers to these questions, account administrators are forced to be reactive, only discovering transaction workflow problems after they've already impacted customer experience or operational efficiency. Common pain points stemming from the visibility gap include:

• Transaction delays that accumulate without the ability to clearly identify root causes.
• Unrecognized peak workload periods, leading to resource allocation issues.
• Hidden patterns in transaction performance that prevent teams from implementing systematic improvements.

The result is an eSignature process that functions but never reaches its full potential for speed and efficiency.

Greater performance visibility through intuitive eSignature transaction dashboards

OneSpan Sign’s transaction dashboards fundamentally change this dynamic by enabling account administrators to perform through intuitive, visual reports. Administrators gain immediate access to performance metrics that tell the complete story of their eSignature operations.

The dashboard suite includes three specialized views of eSignature transaction performance.

• Transaction Performance Dashboard: An overall view of transaction statuses, including completion rates. This bird's-eye perspective allows administrators to quickly identify bottlenecks in the signing process.
• Transaction Velocity Dashboard: Displays the time it takes transactions to move through workflows, including detailed insights into each stage leading to completion.
• Transaction Volume Dashboard: Analyzes transaction volume and status trends across months, enabling administrators to identify volume patterns over time.

Take proactive action to reduce transaction delays

The true power of these dashboards centers on proactive intervention that directly improves customer experience. When administrators can see exactly where transactions are delayed, they can take targeted action to address bottlenecks before they escalate into real problems.

For example, OneSpan’s Transaction Volume Dashboard feature can help to identify peak loads to optimize resource allocation accordingly. In many organizations, eSignature workflows are unevenly distributed, with certain administrators, departments, or systems bearing disproportionate loads while others remain underutilized.

The Transaction Volume Dashboard makes these imbalances visible, allowing leadership to ensure balanced distribution of eSigning tasks. During identified peak periods, organizations can temporarily reallocate staff, extend operating hours, or implement additional automation to maintain service levels. Conversely, during quieter periods, resources can be redirected to process improvement initiatives, training, or other strategic activities.

Enable more informed decisions with accessible, AI-powered insights

While dashboards provide powerful visual analytics, OneSpan Sign’s AI Answers feature allows administrators to ask questions about transaction performance using natural, text-based inquiries.

AI Answers interprets natural language questions to deliver relevant insights drawn from the complete transaction dataset, such as:

• How many transactions were completed last week?
• Which senders have the highest completion rates?

Continuous improvement through feedback

OneSpan has built a feedback mechanism directly into AI Answers, recognizing that natural language processing and AI systems improve through use and refinement. Administrators can provide feedback on how their questions were answered, helping OneSpan continuously enhance the accuracy and usefulness of the feature.

This feedback loop creates a partnership between OneSpan and its clients in developing increasingly sophisticated transaction analytics.

Transforming eSignature workflows into transaction intelligence

OneSpan Sign's Transaction Dashboards and AI Answers feature represents more than incremental improvements to eSignature management — they mark a fundamental shift toward intelligent, proactive transaction operations.

By combining comprehensive visual analytics with accessible natural language querying, OneSpan puts powerful performance insights into the hands of every administrator.

Organizations that leverage these tools gain the ability to identify and resolve bottlenecks before they impact customers, balance workloads to maximize efficiency, and make data-driven decisions about process improvements and resource allocation.

At a time when speed and customer experience are key differentiators for companies, these capabilities provide a genuine strategic advantage.

The future of digital transactions is about more than just capturing signatures. Deep understanding of the process, optimization in real-time, and continuous improvement benefits the entire customer experience.

Schedule a custom demo with us to see how AI Answers and Dashboards can transform your transaction management process.