Project Plan ENTERPRISE. 4 Steps to Adobe Sign Success

Transcription

1 Project Plan ENTERPRISE 4 Steps to Adobe Sign Success

2 Step 1: Define roles & responsibilities First things first: make sure you know the key players and stakeholders. Take some time at the beginning of the process to map out everyone on your project team and your dedicated Adobe team. This way, you ll always know how to contact the right people at the right time. Your team Your Adobe account team 55Project Manager: Primary contact in your organization. Responsible for the implementation of the use case(s) driving purchase of Adobe Sign. 55Technical Contact: Manages Adobe service entitlement assignments. Adobe s contact for assisting with any technical delivery on your side. Tech contact may be a Salesforce admin, Workday admin, developer, IT manager, etc. 55Executive Sponsor: Champions the project and clears bottlenecks within your organization. Serves as escalation point for you when necessary. 55Billing Contact: Handles payment processing for the Adobe Sign service. 55Line of Business Contact: LOB manager for HR, Sales, Legal, Procurement. The source of truth for workflow-related requirements when the use case is being enabled. 55Onboarding Manager: Aligned resource for you to get you off to a great start and make sure you are maximizing your use of Adobe Sign. 55Client Success Manager: Primary point of contact throughout your partnership with Adobe Sign. Your CSM will be available during your onboarding to serve as your business partner and point of escalation. 55Account Executive: Available as an escalation point and will be included in all onboarding activities to ensure we are delivering on your plan. 55Customer Support: Recommended first stop for all technical questions, bug reports or inquiries, and product questions. Your onboarding manager and CSM will be automatically notified whenever a support request is submitted to keep them in the loop. Adobe Sign Project Plan Step 1: Define roles & responsibilities

3 Step 2: Identify your timeline Your successful onboarding means we have to work within your timeline. lf you already have some idea of when you need to have things done, great! Start there. If you need some guidance, we recommend you plan your timeline around these important milestones. Build your project around these events Suggested timeframe 55Kickoff call with Adobe Within first 10 days 55Begin testing goal Within first 30 days 55Go-live goal Within first 45 days 55End-user training Within first 60 days Is anything missing? These are only a few of many possible milestones that might be important to your particular use cases. Add any dates or goals that are specific to your organization's needs. Adobe Sign Project Plan Step 2: Identify your timeline

4 Step 3: Define document workflow requirements Your business has specific requirements when processing your documents through an electronic workflow. We recommend you write down all relevant existing workflows and processes to fully understand the requirements that must be transitioned to the Adobe Sign digital workflow. Consider these digital transition elements 55Existing environment: List migration requirements from another service, identify need for Professional Services technical guidance, etc. 55Current workflow: Fully document the current document processes within your chosen use case. 55Integration requirements: Identify any existing business systems (Salesforce, Workday, Apptus) that will have specific requirements for an e-signature workflow. 55Number of signers: Estimate how many people in your organization will need access to (and training for) Adobe Sign. 55List and description of document templates: Identify all relevant documents that are currently used as templates in the chosen use case. 55Security requirements: SSO, Signer ID, etc. Adobe Sign Project Plan Step 3: Define document workflow requirements

5 Step 4: Build out use case You have prepared yourself and your team, and are now ready to deploy. Adobe Onboarding will be with you at every stage of deployment, providing guidance on how to successfully roll out your new e-signature workflow. What to do next 55If you have not already done so, schedule a kickoff call with your Sign Onboarding Manager. 55Your successful deployment will involve assistance from your colleagues. Reach out and connect with them. Some examples may be your Salesforce admin, HR ops, or API developer. 55Your document templates will need to be updated to fully take advantage of the Adobe Sign service. Start identifying and collecting copies of your documents to review during your Onboarding. 5 5 Developing and building your new electronic workflows is a strategic initiative. Your customers, new hire candidates, and internal executives will likely be the signing recipients of your Adobe Sign powered digital transformation. It is important that you build a testing phase into your project so there are no errors. Defining a testing group is a best practice to catch anything that might need to be improved or fixed in order to build the ideal experience for your customers. Congratulations! You've completed all the critical planning for your deployment of Adobe Sign. You're ready to put the plan into action: contact your onboarding manager to get started. Adobe Sign Project Plan Step 4: Build out use case