2010 04 22 esignature delivery options

7/31/2019 2010 04 22 ESignature Delivery Options

1/36

Silanis Technology Inc., 2008 All Rights Reserved

E-Signature Delivery OptionsIs On-Premise, SaaS or Cloud right for you?

April 22, 2010


2/36


Welcome

TELECONFERENCE

Toll Free 1-866-288-9872

Toll: 1-913-312-2900

TELECONFERENCE PASSCODE

459624

LIVE MEETING TECHNICAL SUPPORT1-866-493-2825 #1

Robert Al-Jaar

EVP & CTO, Silanis Technology

Bill Nagel

Analyst, Forrester Research


3/36

Legalize It: The State OfE-Signatures In 2010

Bill Nagel

Analyst

Forrester Research


4/36

2 Entire contents 2010 Forrester Research, Inc. All rights reserved.

Agenda

What are companies asking Forrester aboute-signatures?

Who are the primary adopters of e-signatures today?

Why is interest in e-signature products and servicesbroadening and deepening?

How are e-signature services are being delivered tosuit everyones needs?


5/36


Interest in e-signatures by inquiry volume

Forrester client inquiries on electronic signatures


6/36


Clients want to know what peers are doing

Source: Forrester Research analyst inquiry data


7/36


Questions are becoming more specific

What signing methodologies are in use?

What authentication mechanisms are supported?

Can this be used in multiple jurisdictions (i.e., US,Canada, EU, South America, Asia-Pacific)?

What are the benefits and drawbacks of hostedversus licensed?

What kind of pricing models are out there?

Is there a maturity model for e-signatures thatmeasures how applicable they are to differentsituations?


8/36


Finance & insurance are the biggest takers

Source: Forrester Research analyst inquiry data


9/36


Factors driving interest in e-signatures

Primary drivers for interest in e-signatures

Cost savings (materials, personnel)

Remaining competitive through cycle time reductions

Initial focus is on just one of the general applications ofe-signatures

B2B with partners, suppliers, etc.

B2C for serving existing customers

B2C for attracting new customers

B2E (internal approval processes)

Level of maturity in terms of workflow automation is allover the place

E-signatures generate not just interest but enthusiasm


10/36


Its not just about the signature

E-signatures are the linchpin of the electronicdocument life cycle, with its multiple stages andmany moving parts:

Document delivery to the signing location

Signer notification

Signer authentication

Capturing the signers intent to sign electronicallyDocument presentment via signing ceremony

Signature capture

Signed document delivery to processing

Audit trail generation and delivery along with the signed record

Integration with enterprise apps within the life cycle:e-forms, ECM, CRM, archive


11/36


Enthusiasm meets reality

Finance and insurance are primary adopting verticals

A lot (the most?) to gain from e-signatures

Sometimes already well-positioned for workflowautomation and straight-through processing

Most stringent set of (internal) requirements

Conservative culture

Heavy regulatory burden

Some points of (internal) resistance

Legal questions

Regulatory issues

Discomfort with the concept (non-IT folks; also generational)Fear of lack of acceptance in the retail customer base

What do these folks see when they look at an enterprise-wide,on-premise deployment?


12/36


The long and winding road

eForms

integration

ECMintegration Archive (vault)

integration

Archivingrequirements

Strongauthentication

Identity-proofing

Legal non-repudiation

Securedocumenttransfer

Brand trust

Enterprisewidesolution (!!)

Distributedenterprise

IT silos(M&A)


13/36


SaaS, cloud solutions offer alternatives

In many cases, on-premise deployments make themost sense, but:

What if you could start small?

What if you didnt have to control absolutelyeverything?

What if you have to serve multiple business segmentswith differing needs?

Software-as-a-service solutions are growing in

acceptance (even for security-related functions)


14/36


Interest in SaaS was still soft in 2006-7 . . .


15/36


. . . but there are now far fewer holdouts


16/36


E-signing as a service

Much of the e-signature market either already in or moving toSaaS/cloud

A typical enterprise:

Doesnt have the e-signature workflow pieces in place

Hasspent (lots of) money on products/solutions that address theother life cycle stages

The build or buy and vendor selection decisions can be

agonizingHow to meet all enterprise needs and still integrate the

functionality into whats already there?

One remedy is to procure the e-signature workflow management

piece separately, and the service model is an option A typical SMB has less difficulty here

Also more willing to procure e-signatures as a service


17/36

Silanis Technology Inc., 2010 Proprietary, All Rights Reserved.

e-Signat ure D el ivery Opt ionsOn-Premise, SaaS, or Cloud

April 22, 2010

Robert Al-Jaar, PhDExecutive Vice President and CTO


18/36


Discussion Topics

Definitions

e-Signature Deployment Models

Decision Factors

Silanis Solutions

Recommendations


19/36


Definitions

SaaS

Cloud-Based

ASP

Multitenant

BaaS

SaaS

PaaS

IaaS

3.0

1.0

2.0

MY APP


20/36


ANY-Premise e-Signature Options

Dedicated installation

Dedicated e-sign process

Dedicated database

Self-flexibility and control

Buy the software

Buy the hardware

Manage the infrastructure

Enterprise cost

OFF

Premise

ON

Premise

Multitenant SaaS solution

Configurable e-sign process

Ready-to-Go

Assisted flexibility and control

No software

No hardware

No infrastructure management

Lower cost

Dedicated installation


Dedicated database


No software

No hardware


Cloud economics

Enterprise Solution,On-Premise

Online e-SignatureServices, SaaS

Dedicated e-SignService, Cloud


21/36


SaaS

e-Sig

PrivateCloud

e-Signature Deployment Models

e-Sig

B. O.

Portal

B. O.

Portal

B. O.

Portal

e-Sig

B. O.

Portal

e-Sig

B. O.

Portal

Your

VirtualPrivate

Cloud

e-Sig

B. O.

Portal

e-Sig

B. O.

Portal

Your

VirtualPrivateCloud

YourPrivate

Cloud

OFF-Premise

ON-Premise

PublicCloud

B. O.

Portal

e-Sig

e-Sig

Your VirtualPrivate Cloud

B. O.

Portal


22/36


Decision Factors

Compliance

BUSINESS

Flexibility and Extensibility

AD-HOCSTPSTPe-Signing Process, Ad-Hoc or STP

Agility and Time-to-Market

Competitiveness and Barrier-to-Entry

SaaSCloudOn-Premise


23/36


Decision Factors

Compliance

TECHNICAL

BUSINESS

Integration

Security

Elasticity

Control

HW/SW Management





SaaSCloudOn-Premise


24/36


Decision Factors

Compliance

ORGANIZATIONAL

TECHNICAL

BUSINESS

Integration

Security

Elasticity

Control

HW/SW Management





Resources and Skills

Capital and Initial Investment

SaaSCloudOn-Premise


25/36


The Si lanisA N Y-Premise

e-Signat ure Solut ions


26/36


The Silanis ANY-Premise Offerings

Dedicated AWS installation


Dedicated database


Buy the software

Buy the hardware

Manage the infrastructure

Enterprise cost

OFF

Premise

ON

Premise

Multitenant SaaS solution

Configurable e-sign process

Ready-to-Go

Assisted flexibility and control

No software

No hardware


Low cost

Dedicated AWS installation


Dedicated database


No software

No hardware


Enterprise cloud cost

ApproveItWebServer, On-Premise

e-SignLive OnlineServices, SaaS

ApproveItWebService, Cloud


27/36


On-Premise, ApproveItWeb Server


28/36


ApproveIt

Web

Service

The ApproveItWeb Service in a Nutshell

Your own instance of ApproveIt Web Server

Hosted for you on the Amazon Cloud

(today) and the IBM Cloud (soon)

Managed for you

Pre-defined processes to

accelerate your deploymentand time-to-market!


29/36


ActivitiesActivities My NetworkMy NetworkContactsContacts

Preparation Presentation Review Signature

Definition andConfiguration

DocumentAccess

ExecutiveDashboard

EvidenceRecording

MeetingsMeetings ChatChat ChartsCharts SurveysFormsConferencing Mail

Documents

Vaulting and Archival

e-SignLive, the Silanis SaaS Offering


30/36


ActivitiesActivities My NetworkMy NetworkContactsContacts



DocumentAccess

ExecutiveDashboard

EvidenceRecording


Documents



ActivitiesActivitiesMy NetworkMy Network

ContactsContacts



DocumentAccess

ExecutiveDashboard

EvidenceRecording


Documents



31/36


e-SignRoom

ConnectionsEngage Events iNotesMeetings Notes

Files Activities My Network Surveys Chat Charts


e-SignDoc

e-Sign Documents with ANYone!ANYwhere ANYtime ANYplace


32/36


Recommendations

Choose On-Premise

when:

Unique requirements,customization is essential

Enterprise requirements,

multiple channels

Integration and STPrequired

OFF

Premise

ON

Premise

Choose SaaS when:

Time-to-market, budgetconstraints highest concern

Limited resources/expertise

No hassle, ready-to-go

Pilot/PoC

Ad-Hoc process

Choose Cloud when:

Limited in-house ITresource availability/expertise

Still need flexibility to

customize

Integration and STPrequired

Enterprise Solution,On-Premise

Online e-SignatureServices, SaaS

Dedicated e-SignService, Cloud


33/36


Summary

No going back at this point: e-signing is here to stay

Firms whose business hinges on large volumes of

legally binding signed agreements:Those who have already adopted e-signing have a

short-term competitive advantage

It will soon become a must-have Other companies still benefit from the cost savingsand ease of use of e-signature enabled automation

We are at the beginning of a long, slowdecline inon-premises, self-managed software

E-signing will be in the water


34/36


35/36


QUESTIONS?


36/36


Upcoming Web Seminars

Integrating E-Signatures withInsurance Systems

Tuesday, April 27, 2010, 2 pm ET

Register at: http://www.silanis.com/integration.html

Reducing Risk in ConsumerLending with eDisclosures

Thursday, May 4, 2010, 12 pm ETRegister at: http://www.silanis.com/edisclosures.html