ipma forum 2014

Complexity Simplified.

I502THE TECHNOLOGY

BEHIND MARIJUANA LEGALIZATION


cloudPWR

• Headquarters in Seattle, WA.

• Cloud Enablement for the Public Sector

• AIRLIFT® Integration Tools

• DocuSign | Box | GoogleApps | Office365

Agenda

Introductions

DocuSign Overview

Use case from the Liquor Control Board

RFP Evaluations

Asset Transfer

I-502 Applications | Producer / Processor / Retail

3

DocuSign Trust Foundation

Available Secure Configurable Enforceable Global Open

Web

& M

obile

App

licat

ions

Adm

inis

trat

ion

& C

ontr

ol

DocuSign Core Services

Transaction R

ooms

DocuS

ign Integration Fram

ework

WorkflowDataDocuments

Prepare

Authentication ServicesSignatures

Execute

Reporting RetentionCompliance

Manage

DocuSign Digital Transaction Management Platform

UsersSystems

More Sample Use Cases

• Procurement – State of Washington• Permitting – State of Washington• Liquor Control Board – State of Washington• Office of State Controller – State of North Carolina• Department of Managed Health Care - State of California • Leasing Agreements - State of Washington • Guardian paperwork –Juvenile Court, State of Washington• Inter-City Agency Agreements – Several• Human Services – City of Seattle• Contractor Bids – Several State and City• Indeterminate Sentence Review Board – State of Washington• Search warrants signed by Police Officers and Judges• Private K-12 new students sign up - CalPac• On-board medical interns for School of Medicine at State Universities -CA• Sign up patients for on-line therapy sessions at State Universities -CA• Healthcare forms for Quarantine Plans, Disease Control Plans - County

Public Health Departments• Vendor Contracts - Colorado• Professional Services Agreements for the City• Warrants and Affidavits signed by judges – State of Arizona• Vendor Agreements - Children & Family Services

http://www.buttecounty.net/


Office Documents

• The PC revolution was a boom to office productivity.

• It gave everyone the power to easily create content.

• Printing is one of the single most expensive back office activities.

• Document scanning is used to digitize printed documents.

PC

Print

ScanIndex

Store


Business Process

• Digital Transaction Management

• Moving transactions from person to person seamlessly

• Providing access to every transaction at the mobile end point

• Eliminate printing, scanning and document indexing


Signature

• Print + Sign + Deliver + Copy + Store = a cost of time, natural resources and money.

• Wet signatures are wasteful and unnecessary.

• Electronic forms and signatures provide an alternative that is efficient and cost effective.

• Change is necessary for progress and sustainability.


What if you could…

• Provide access to a transaction 24.7.365

• Collect usable data w/o the cost of key data entry

• Automate record keeping

• Eliminate paper handling

• Initiate and complete forms w/o printing, scanning or indexing


Washington State

Complex

Single form

Simple

Fully Integrated


Agreements & Certificates

• RFP Confidentiality Agreement

• Asset Transfer

• License Processing

• Certificates of Completion

RFP Evaluation

Asset Transfer


Licensing & Permitting

• Applications for a license or permitting for operations, building or retail distribution are commonplace.

• Applications are typically handwritten and submitted manually.

• After submission they are scanned, indexed, routed for approval and finally archived.

• Information on the applications are keyed into systems of record, in some cases multiple times.


Old Process

Applicant(s)

WorkflowProcess

LS3

SignedForms

ImageIndex

LettersB L S

Record

BLSFeed

Search Completed

AppsEnforcement

Search & Route

New Process

Applicant(s)

WorkflowProcess

LS3

Search & Route

Scan Operator

SignedForms

ImageIndex

LettersB L S

RecordBLSFeed

Search Completed

AppsEnforcement

Firewall

AIRLIFT®H

TTPS

High Level Operations

1. BLS Download Creates Record

2. LS3 Sends DocuSign Form Package

• Corp, LLC, Sole Prop.

3. LS3 Sends Individual Form(s)

• Criminal History / Financial Background

4. Applicant(s) completes form(s) electronically or prints / signs / mail

5. Scan Operator scans incoming paper forms & verifies indexes

• Criminal History / Financial Background

6. LS3 processes application by accessing iSeries and Oracle

7. Enforcement can search completed application

System Components• DocuSign eSignature

• Oracle Image

• Oracle Process

• Kofax Capture

• Auto Import


The Desktop


System of Record


Data Form


AIRLIFT®


DocuSign Templates


Connect

• DocuSign provides an extensive application programming interface (API) and other methods to integrate existing applications.

• AIRLIFT® connects DocuSign with existing systems of record.

• All data that is entered, the time/date and location of completion is accessible.

• Data can be validated, used for automation and provides a wealth of information for analytics and metrics reporting.


Completed Envelopes


Key Fields


How DocuSign Enables Identity:

DocuSign Authentication Levels

Authentication Options Certificate of Authentication

Electronic Notary

Digital Certificates

Phone Authentication

ID Check

DocuSign Credentials

Access Code / SMS Code

Email Validation


Design Considerations

• Document Tattoo

• Required Fields

• Formulas and special characters

• Templates

• PowerForms


Return on Investment

• AIRLIFT® Forms | eSignature Processing

• 114 Days Live

• 2670 DocuSign Envelopes Completed

• 13,350 Forms Processed w/o manual intervention

• 333,750 Pages Automatically Injected into Workflow

Manual paper handling cost $2 per page

Savings of $667,500


Teamwork

About DocuSign

Vision

Empower organizations to “keep business digital.”

Leader in Market Share Leader Among Analysts

Leader in Users

#1eSignatureTakes Off

#1eSignature

Wave

#1eSignatureSolutions

Questions

Contact cloudPWR

•Call us at 877-303-3869•Email us at [email protected]•Visit us at www.cloudPWR.com

mailto:[email protected]

mailto:[email protected]

ipma forum 2014

Technology