How E-Sign Supports Customers During Implementation

The decision to procure a digital document solution is an important one for many large scale organisations. As it can mean adapting your existing workflows to accommodate the new system, in the early stages of its use. E-Sign understands this, which is why our implementation process is designed to support customers as much as possible. Ensuring a seamless transition to using the platform. In this step by step guide, we’ll be explaining our onboarding approach and how we help customers when implementing our Enterprise solutions. 

Step 1 – Understanding customer requirements

The first stage of our onboarding and implementation process is conducting a deep dive into your organisation. This includes your needs and existing systems if applicable. Our digital transformation team works closely with you to get a detailed overview of your pain points. Before putting a plan together that ensures E-Sign meets your specific needs and can be implemented into your workflows smoothly. For example, we will establish the type of licence you need, the number of users, envelope volumes, and any specific feature requirements (e.g., data tags, single sign on, API etc).

Step 2 – Creating a plan for set up and implementation

Following our initial fact finding in relation to your requirements, you will be assigned a dedicated account manager. They will be your point of contact throughout the onboarding and implementation process. To ensure you have a consistent and proactive experience that meets your personalised requirements. Also, you will have access to our live chat service on our website. If you have any questions about implementing or using the platform. 

The account manager will work with you to create a Business Value Map (BVM) document. This is a breakdown of the strategic goals and desired outputs for the application of E-Sign. Based upon this document and continued discussions, the account manager will then provide an implementation report. Detailing the different phases and the required resources from you, the client, to complete the process effectively. 

Within this report, E-Sign provides clear milestones and mitigating risk criteria in order to keep to the scheduled phases of implementation. The account manager will have organised meeting/s with the key stakeholders in your business to build up a series of use cases for the E-Sign application. These use cases help the manager to efficiently implement E-Sign across each relevant department. And provide user specific support documentation where required.

Once the order form is signed and a go live date determined, the account will be set up with the admin users and master account if needed. If you require any specific features within the system, such as our CFR 21 module, this will also be activated at this stage. 

Step 3 – Training the users of the platform

Prior to implementation of E-Sign, a member of our digital transformation team will provide you with a web demonstration of the platform. Showing you the features and functionality you will have access to. Also, we can provide a training session for the team members within your business who will be using the platform once implemented. 

Both our web demonstrations and user training are carried out online via Microsoft Teams or Google Meet. Our use case specific training is based on user requirements. For example we offer training for admin users, helping them to become fully competent with the system to manage their teams and accounts accordingly. 

These training sessions can be invaluable in minimising disruption and maximising adoption across your business and the relevant departments. During the training, the account manager will go through specific use cases that match with how your team will be using the platform in their daily workflows.

Step 4 – Project launch

Once all the required work and training have been completed, the account is fully live and can be used by the assigned team members in your organisation. You will have access to all the features and functionality within our Enterprise plan and can start sending envelopes and maximising the capabilities of E-Sign within your document processes. 

The Enterprise plan gives you complete flexibility over the users in your account, meaning you can add and remove users as and when required. Also, you can have more than one account to reflect different departments who will be using the platform. These features can be managed by your master account.

Step 5 – Checking in and ongoing review

The process and support customers receive doesn’t end with the final stages of implementing E-Sign. Our team is always committed to ensuring our customers are happy with the quality and service of the platform. Shortly after the launch of the project, a review meeting can be set up to get feedback on the system, optimise workflows, and troubleshoot any issues. 

Regular catch up meetings with your account manager can be organised to support the continued success and optimisation of your processes with E-Sign. There will also be a review and opportunity to update the original BVM document at the end of your licence period. Depending on how you have used the system during that time, and if there have been any developments in your business operations.

Why do enterprise organisations choose E-Sign?

E-Sign has a proven track record of working with large-scale organisations and providing them with tailored solutions that meet their specific needs. Our support service is second to none with our ongoing optimisation. This is to ensure that every business we work with benefits from the platform and that it can grow and adapt as customer needs evolve. We pride ourselves on our prompt response times to issues and queries. Customers have the contact details of their account manager and will be provided with a phone number for our support team. So there is always someone to speak to if needed. 

The support team and your account manager are dedicated to providing personalised guidance to ensure proactive responsiveness that manages any issues quickly, to avoid delays or disruption to your workflow. E-Sign’s pricing for Enterprise plans is highly competitive for the features and functionality you receive. We strive to provide a cost effective solution for customers, supporting long term stability and delivering consistent value in return. Our onboarding and implementation process for our e-signature platform is designed to be straightforward and beneficial for all organisations. 

Additionally, E-Sign is the only electronic signature provider trusted on the Public Service Network. The PSN is the UK government’s highly secure network that allows public sector organisations to collaborate, share resources, and reduce duplication. We have earned several accreditations for our security systems and features including ISO 27001, which is a world renowned standard for information security management systems. We are a UK based business with all our data centres located in the UK. Providing assurance that you know where your data is stored and it is handled in a fully secure and legally compliant way.

Conclusion

Implementing a new digital solution into your workflow can be highly beneficial to your organisation. As long as you have a good level of support from your provider. At E-Sign we strive to avoid disruption to your daily operations and ensure a seamless onboarding and implementation of the E-Sign platform. 

That is why we offer several useful resources to support our customers in addition to their dedicated account manager. Our live chat feature is always available through the website, as well as telephone and email details for our technical support team. We also have a library of useful how-to guides and tutorial videos to help you understand how to use the features within the platform, which can be referred back to at any time. 

To find out more about how our Enterprise plan can work for your large-scale organisation, please don’t hesitate to contact us. Our specialist digital transformation team is on hand to discuss your requirements and how E-Sign can support your organisation to increase efficiency in your document processes. They can also set you up with a free trial of the platform, so you can explore the key features and functionality to see how it could work for your business.