Wednesday, January 27, 2021

Beyond Electronic Signatures: Continuous Improvement around DocuSign

UVAFinance has been using DocuSign for over two years now. From fixed assets forms to digital reconciliation forms, vendor contracts to remote work agreements, DocuSign software has made it possible to transition from paper to digital with a complete audit trail and improved security (not to mention reduced the time and effort it takes to get things signed).

But why stop there?

In the spirit of continuous improvement, UVAFinance’s Business Services Group (BSG) has taken DocuSign in hand as an expanded service the group can offer for the benefit of all. 
UVAFinance does not,
unfortunately, currently 
offer DOGuSign.

The group’s aim is to have business processes in place for use of DocuSign. In other words, says Scott Adams, Director of Business Services, the group intends to develop DocuSign as a service they can offer, with full support and guidance.

“What the Business Services Group is doing is taking DocuSign beyond just a vehicle to get electronic signatures,” says Mara Hilliar, Executive Assistant to the VP. Hilliar and other colleagues worked closely with BSG on remote work agreements for UVAFinance employees.

“The potential for DocuSign was known but the opportunity to utilize its many features was untapped – enter the pandemic and remote work and this tool became an invaluable asset to getting work done and keeping our people safe,” she adds.

Members of BSG have designed and led DocuSign training, tested new features, and customer support protocols, along with building templates and a document repository.

Sarah Fleming, Special Assistant to the Associate Vice Presidents for Finance, says that working with BSG on the first large-scale DocuSign project was a great experience.

“DocuSign for all, coupled with the rollout of vpf-support@virginia.edu is an example of the expanded service the group hopes to continue to develop for the benefit of UVAFinance,” she says (see more on the new email for administrative support on the blog here: https://uvafinance.blogspot.com/2021/01/new-email-for-administrative-support-in.html )

Adams says the ultimate goal is to integrate the use of DocuSign into Salesforce for an even more seamless customer experience.
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