Podcasts about esignatures

eSignature - verwendest du digitale Unterschriften, um Genehmigungsprozesse zu erleichtern und zu vereinfachen? Microsoft hat jetzt mit der SharePoint eSignature Variante eine weitere Möglichkeit ins Rennen geworfen und wir stellen dir diese, sowie AdobeSign und DocuSign vor. Ebenso klären wir die Frage, ob du alle drei gemeinsam verwenden kannst.

We're at the peak of summer, but the EDU updates don't stop! Here's a rundown on some important updates, changes, and ideas for you to consider as you sit poolside or enjoy friends and family. As part of my daily routine, I scan dozens of blogs, visit a handful of Facebook groups, and skim through Twitter. ***Episode Sponsor: VIZOR for Chromebooks*** Track your devices, repairs, loaners, and more with VIZOR's best-in-class asset management system. Schedule a demo TODAY and beat the summer rush! Use this exclusive link to save 20% off your first year: http://vizor.cloud/cbc Here are my favorite links for July 2024: Ask Gemini about documents and emails Google Vids in Beta Can you spot the AI image?  Wednesday Webinars are back for 2024-25 eSignatures in Google Docs Pre-configure Google Meet from Calendar LaCrOS is dead World Emoji day Great stuff from Figma The Art of Online Writing (book review) ----------------------------- Thanks for tuning into the Chromebook Classroom Podcast! If you enjoyed today's episode, I would appreciate your honest rating and review! You can connect with me, John Sowash, on Facebook, Twitter, or Instagram. I would love to hear your thoughts on the show!

Digital Signatures | EP 102 | Nikolaos Kalantzis | June 13, 2024 | 2PM EasternSeveral months ago, I was invited to a conference in Romania where I saw Nikolaos Kalantzis present some of his research on Digital Signatures. It was a really impressive talk and we had some great discussions about his work. Today, I am happy to say he is my next guest on Forensics Talks!With a distinguished career that spans forensic handwriting and document examination, Nikolaos has developed a profound expertise in digitally captured signatures, a crucial area in modern forensic science. Starting his training in 2001 and currently serving as a private forensic examiner, Nikolaos has provided expert testimony in various international courts and has been an active researcher and educator in the field. This episode titled "Investigating Digital Signatures", will delve into how Nikolaos applies his knowledge to the challenges within digital signatures which are becoming more relevant as digital transactions become increasingly prevalent. Don't miss this fascinating discussion on the forensic aspects of digital signatures and their implications for security and legal processes in our increasingly digital world.Originally aired on: June 13, 2024

Guests: Topé Olufon, Senior Analyst at Forrester [@forrester]On LinkedIn | https://www.linkedin.com/in/topeolufon/Madelein van der Hout, Senior Analyst Security & Risk at Forrester [@forrester]On LinkedIn | https://www.linkedin.com/in/madelein-van-der-hout-65452025/On Twitter | https://x.com/HoutMadelein____________________________Hosts: Sean Martin, Co-Founder at ITSPmagazine [@ITSPmagazine] and Host of Redefining CyberSecurity Podcast [@RedefiningCyber]On ITSPmagazine | https://www.itspmagazine.com/sean-martinMarco Ciappelli, Co-Founder at ITSPmagazine [@ITSPmagazine] and Host of Redefining Society PodcastOn ITSPmagazine | https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/marco-ciappelli____________________________Episode NotesThis episode of 'On Location with Sean and Marco' features insightful discussions with host Sean Martin, Madelein van der Hout, and Topé Loufon from Forrester. The conversation covers a wide array of topics in the cybersecurity realm, ranging from predictions and future trends to the impact of AI-generated code on data breaches.Madelein van der Hout, a senior analyst at Forrester, shares her expertise on API security, cyber consulting services, the threat landscape, and cybersecurity trends. Topé Loufon, also a senior analyst at Forrester, provides valuable insights on Zero Trust, Monitoring, Detection and Response, Digital Identity, and eSignatures, emphasizing the importance of collaboration in the digital trust domains.Overall, the dialogue emphasizes the significance of the human element in cybersecurity, highlighting the need for behavior training and awareness to combat social engineering attacks. The pair also discuss resilience policies, aligning security strategies with business goals, and the evolving threat landscape in Europe. They also shed light on practical applications of AI in cybersecurity, emphasizing the importance of cutting through the noise to derive tangible benefits.The episode invites listeners to engage in the evolving conversations surrounding cybersecurity in their myriad of sessions during Infosecurity Europe in London, promising a thought-provoking and informative experience for all attendees.Be sure to follow our Coverage Journey and subscribe to our podcasts!____________________________Follow our InfoSecurity Europe 2024 coverage: https://www.itspmagazine.com/infosecurity-europe-2024-infosec-london-cybersecurity-event-coverageOn YouTube:

Guests: Topé Olufon, Senior Analyst at Forrester [@forrester]On LinkedIn | https://www.linkedin.com/in/topeolufon/Madelein van der Hout, Senior Analyst Security & Risk at Forrester [@forrester]On LinkedIn | https://www.linkedin.com/in/madelein-van-der-hout-65452025/On Twitter | https://x.com/HoutMadelein____________________________Hosts: Sean Martin, Co-Founder at ITSPmagazine [@ITSPmagazine] and Host of Redefining CyberSecurity Podcast [@RedefiningCyber]On ITSPmagazine | https://www.itspmagazine.com/sean-martinMarco Ciappelli, Co-Founder at ITSPmagazine [@ITSPmagazine] and Host of Redefining Society PodcastOn ITSPmagazine | https://www.itspmagazine.com/itspmagazine-podcast-radio-hosts/marco-ciappelli____________________________Episode NotesThis episode of 'On Location with Sean and Marco' features insightful discussions with host Sean Martin, Madelein van der Hout, and Topé Olufon from Forrester. The conversation covers a wide array of topics in the cybersecurity realm, ranging from predictions and future trends to the impact of AI-generated code on data breaches.Madelein van der Hout, a senior analyst at Forrester, shares her expertise on API security, cyber consulting services, the threat landscape, and cybersecurity trends. Topé Olufon, also a senior analyst at Forrester, provides valuable insights on Zero Trust, Monitoring, Detection and Response, Digital Identity, and eSignatures, emphasizing the importance of collaboration in the digital trust domains.Overall, the dialogue emphasizes the significance of the human element in cybersecurity, highlighting the need for behavior training and awareness to combat social engineering attacks. The pair also discuss resilience policies, aligning security strategies with business goals, and the evolving threat landscape in Europe. They also shed light on practical applications of AI in cybersecurity, emphasizing the importance of cutting through the noise to derive tangible benefits.The episode invites listeners to engage in the evolving conversations surrounding cybersecurity in their myriad of sessions during Infosecurity Europe in London, promising a thought-provoking and informative experience for all attendees.Be sure to follow our Coverage Journey and subscribe to our podcasts!____________________________Follow our InfoSecurity Europe 2024 coverage: https://www.itspmagazine.com/infosecurity-europe-2024-infosec-london-cybersecurity-event-coverageOn YouTube:

#airtable #on2air #builtonair 1/16/2024 - BuiltOnAir Live Podcast Full Show - S17-E02 ___________________________ The BuiltOnAir podcast is a live weekly show highlighting everything happening in the Airtable universe. Check us out at BuiltOnAir.com/join. Join our community, join our Slack channel, and see what's happening. ------------------------ SPONSORED BY On2Air - Airtable Apps and Integrations to run your business operations in Airtable Start a free 14-day trial of On2Air Apps - https://on2air.com?via=podcast ------------------------ ___________________________ IN THIS EPISODE

In this enlightening episode of the CanadianSME Small Business podcast, we had the pleasure of hosting John Gruetzner, COO at Syngrafii. John brings an impressive background in international business development, with a specific focus on the Asian market, and a rich experience in strategic partnerships and investment advisory. His role as the non-executive Chairman of Intercedent underscores his significant influence in Asia. A University of Toronto graduate and a Mandarin Chinese student at the University of Nankai, John's insights are grounded in a deep understanding of international business dynamics.Key Highlights:John delves into the evolving role of AI in business workflows, discussing its impact on consent and verification processes over the internet.The conversation explores how this feature in eSignatures adds a personal touch and authenticity to digital contracts.John shares his thoughts on the challenges and opportunities small businesses face as they adopt e-signature technologies in the shift to digital platforms.A light-hearted anecdote from John illustrates the journey and reactions encountered while introducing new technologies to sectors like law.Insights into how Syngrafii is adapting its services to meet the evolving standards set by the Law Society of Ontario and Alberta Law Society.Strategies employed by Syngrafii to capture client attention and demonstrate the value and cost savings of their technology.We extend our heartfelt thanks to John Gruetzner for his valuable contributions to our podcast, offering in-depth insights into the transformative role of e-signature technology in small businesses. His emphasis on the importance of digital adaptation for improved efficiency and compliance is particularly noteworthy. A key takeaway from our discussion is the integral role innovative technologies like 'write to sign' play in balancing the authenticity of traditional business practices with the efficiency of digital solutions. These advancements symbolize a commitment to evolving alongside the changing needs of the business world while preserving the unique character of small businesses.Our appreciation also goes out to our partners: Exclusive Banking partner RBC, Exclusive shipping partner UPS, and Exclusive accounting software partner Xero. We encourage our listeners to subscribe to CanadianSME Small Business Magazine for more engaging and informative content. Visit www.canadiansme.ca  to stay up-to-date with the latest trends and insights. Until our next episode, we encourage you to support local businesses and embrace the innovative changes shaping the small business landscape.

On today's episode I'm bringing you the energy and excitement of interviews from the Xero Brisbane Roadshow. Here's the order of who I'm talking to. I do try to introduce them at the start of each segment, but sometimes things don't go as planned. Kylie Wing CMO at Approval Max a tool for getting your bills and expenses approved and paid on time; Evan Barker General Manager at Synnch a tool for assisting with your R&D Tax Incentive; Tony Harcourt Co-Founder at WorkGuru.io a comprehensive job costing and optional stock control solution for SMB's Corey Cacic Founder and CTO of Annature a tool for affordable eSignatures and Identity verification; Colleen Diver who is the Managing Director at Logic HQ Pty Ltd. Colleen Diver was also one of the early Xero Account Managers in QLD & NT. She was also the original founder of Diverse Business Consultants, the business featured in the Xero keynote address. As well as diverse being a play on her name Diver, she told me she named the business Diverse because at that time she was diverse and worked across MYOB, SaaSu and Xero, until, in her words Xero eventually won her heart. And it's an Aussie podcast, so we can never have too many Kylies!  Our second Kylie on the episode!! Is … Kylie Drury Director of Sales and Operations at FishBowl. Fishbowl is manufacturing and warehouse management for repeat products. It's suitable if you're doing the same thing all the time and managing a production line. If however you're doing something custom or bespoke then you'd look at WorkGuru. It's important to understand the difference between inventory solutions in the market. And finally David Boyar Tedx speaker, CEO of Change GPS and Host of From the Trenches podcast and conference joins the show. At his request his segment was heavily trimmed, so hopefully I'm sharing the good bits, and that's why that interview is a little bit choppy. I'm grateful to strategically partner with a number of apps who support me, to support the community. In this episode, full disclosure I strategically partner with Approval Max, Annature and WorkGuru.io. You can find full details of how I strategically partner with businesses on my website. From here, I suggest you join the Xero Mastermind group on Facebook for advanced conversations around the ecosystem. I suggest you  subscribe to the informative Accounting Apps newsletter which gives you a great overview of the ecosystem space available at https://HeatherSmithAU.COM.  I encourage you to connect with me on LinkedIn and subscribe to the Cloud Stories podcast, and let me know what your highlight was from attending the roadshow.   I'm Heather Smith and you've been listening to the Cloud Stories podcast.   

Nicole discusses the current prevalence of online pet scams, how to identify them, and what you can do to protect yourself. Also, learn what Good Dog is actively doing to change the system to fight against scammers.E-Contracts on Good Dog are a convenient, free, and secure way to collect legally binding electronic signatures or “eSignatures” from buyers. Good Dog provides E-Contracts completely for free to members of our community. If you aren't yet a member of our Good Breeder community, you can sign up to join today to access E-contracts on Good Dog.

As work environments undergo a rapid transformation and distributed and hybrid workforces become the norm, the need for an efficient, smooth digital document creation and management process becomes paramount. Documents remain the essential glue of how business gets done, but many professionals still need help in manual legacy processes or face challenges in their digital document creation. The old way of signing and sending documents means you're tethered to your desk. The new way: collect eSignatures wherever life takes you – whether it's an office or a beach halfway around the world. You can even track important updates right from your mobile phone. So today, I have invited Mikita Mikado, CEO of PandaDoc, to explore Digital transformation in remote work environments and the mission to create seamless document creation and finalization tools. We also discuss how PandaDoc recently introduced the first "forever free" e-signature solution and offers businesses of all sizes an all-in-one solution to easily manage the creation, editing, and signing of documents in every work setting in the new era of hybrid and remote work. Tech Talks Daily Podcast Sponsor Check out Flippa, who is the show sponsor in December. Find out more information at https://flippa.com/tech-talks

In the digital era, convenient eSignatures have evolved from a “nice to have” to a “must have.” But where are they going, and how can your institution get the most out of this digital transformation enabler? We invited an eSignature expert to walk us through how the landscape has changed, new developments in eSignatures and the values of a bank-centric solution.

#1110 - We continue our Back-to-School life-long learning series by discussing  2 things you need to understand about money and arithmetic. Today's episode is made possible by: SignNow. Sign documents online, generate agreements, negotiate contracts, and accept payments with legally-binding eSignatures. Learn more at BIGGsuccess.com/SignNow. See our show summary, The Professor's whiteboard, and resources mentioned in this episode here: https://biggsuccess.com/?page_id=1963 Thanks so much for listening, - George aka "The Professor" & Mary-Lynn P.S. Multiply your earnings by investing in learning. Find out how with our free eBook, Back to School for Adults: How to Profit from Lifelong Learning. 

Digital Transformation of Operational Workflows E28 In an increasingly digital world, it's critical for business leaders to explore digital transformation, or the creation and modification of business processes, culture and customer experiences, to meet changing business and market demands. But where to start? The July 2022 episode of the Arizona Technology Council’s AZTechCast podcast featured […]

Digital Transformation of Operational Workflows E28 In an increasingly digital world, it's critical for business leaders to explore digital transformation, or the creation and modification of business processes, culture and customer experiences, to meet changing business and market demands. But where to start? The July 2022 episode of the Arizona Technology Council’s AZTechCast podcast featured […] The post Digital Transformation of Operational Workflows E28 appeared first on Business RadioX ®.

Welcome to episode 264 (“AirTags Are Powerful”) of the EdTech Situation Room from July 6, 2022, where technology news meets educational analysis. This week Jason Neiffer (@techsavvyteach) and Wesley Fryer (@wfryer) discussed Google news including Google Hangouts problems, eSignatures in Google Docs, and ChromeOS battery improvements. In Apple News, AirTag tracking problems, innovative ways to use AirTags, and the passage of the "Digital Markets Act" in Europe were discussed. Continued security concerns over TikTok and the billions of dollars being spent by schools for "high tech defensive systems" in the wake of mass shootings were topics rounding out this week's show. Geeks of the Week included "Image Candy," a USB-C to USB-A adapter, and Apple's Magic Keyboard for iPad. Check out our shownotes for links to all the articles we discussed, and subscribe to our Substack to receive all the links we discussed and also didn't have time to talk about in this week's show in your email inbox! Our show was live streamed and archived simultaneously on YouTube Live as well as our Facebook Live page via StreamYard.com, and compressed to a smaller video version (about 100MB) on AmazonS3 using Handbrake software. Please follow us on Twitter @edtechSR for updates, and join us LIVE on Wednesday nights (normally) if you can at 10 pm Eastern / 9 pm Central / 8 pm Mountain / 7 pm Pacific or 3 am UTC. All shownotes are available on http://edtechSR.com/links. Stay savvy and safe!

In the previous parts of this series, we discussed the what's and why's of eSignatures and some of the practical uses. In part three of this series, we will discuss the technical requirements, security, hidden costs, and other concerns that should be explored when looking to acquire and implement an eSignature solution. Questions that Jack/Alisher will ask Patrick and Aaron: 1. Why should an organization adopt an eSignature provider? 2. What are the differences between most eSignature solutions? 3. What are the most important requirements an organization should consider when choosing an eSignature Solution? 4. Can we be specific on what security requirements should be considered and addressed? 5. Are there any hidden costs that may be missed when preparing to deploy or post deployment that can arise? Co-Moderators: @Jack Recinto - Senior Applications Director, Vedder Price P.C. @Alisher Yuldashev - Business Technology Advisory Manager, Borden Ladner Gervais Speakers: P​​atrick Albert - Senior Business Architect, OneSpan Aaron Davis - Director of Product Marketing, OneSpan

If we have learned one thing from the pandemic, it's the fact that we can't always meet in person but we can continue business. In this podcast, the speakers will discuss ways that eSignatures, remote online notaries and virtual rooms can eliminate the need to travel to an in person Notary. Questions the Co-Moderators will ask Speakers: ○ Could you please tell our listeners a little about yourselves? Aaron, let's start with you. ○ If you both could briefly chime in as to what e-signatures are and what you can accomplish with them, that would be a great place to start. ○ Can you explain for our listeners, how Notaries worked pre-pandemic? ○ With the ongoing digital transformation, eSignatures became very popular in the last 2 years. More eSignature vendors offer unique features to digitize traditional workflows in different industries. We know you are familiar with online notarization and Virtual Rooms. Can you tell us more about Remote Online Notarization and Virtual Rooms? What are those and how can they help busy attorneys? Co-Moderators: @Jack Recinto - Senior Applications Director, Vedder Price P.C. @Alisher Yuldashev - ​ Business Technology Advisory Manager, Borden Ladner Gervais ​Speakers: -Aaron Davis - Director, Product Marketing, OneSpan -​Raquel Lima - Product Manager, OneSpan  Recorded on 04-17-2022

As the world transitions to a “work from anywhere” model, industries have been struck by the realization that a large percentage of their processes relies heavily on communication, approval, and signature collection. Businesses cannot afford to wait while documents are mailed or delivered, so electronic signatures have become a popular alternative. TrueSign is ImageSoft's proprietary eSignature platform that provides top-tier security, a user-friendly interface, and unmatched convenience.  Brother International is recognized as a leader of office technology such as scanners and printers. We are thrilled to have them as a TrueSign partner, and we had the opportunity to sit down with Bob Burnett, Director of B2B Solution Development and Planning. In this episode, listen in as ImageSoft Strategic Alliance Manager and TrueSign extraordinaire Rob Beier discusses some of the most crucial aspects of the partnership with Brother International including:  Brother's new scan-to-email signing option  Security needs surrounding electronic signatures  TrueSign's document template library  Current user feedback  And more! 

In this episode of Getting There: Innovations in Education, hosted by Kevin Hogan: 3 reasons higher ed will move to multiple learning modalities What the numbers say about community colleges and online coursework How automated forms processing will finally end the back office paper chase

DOQFY is a Contract Execution SaaS platform with simple and user-friendly web application through which individuals and businesses can execute their documentation with eStamping and eSigning. By catering to a wide range of legal documentation services over B2B channels, DOQFY has become a pioneer in forging a lasting business relationships. Some of the core services include Contract Execution, eStamping and eSignatures. We believe in following a holistic approach to ensure that our clients receive best advice at all times. Our Company is geared for efficiency and accessibility through the range of services we offer and how we interact with our clients. For more information, visit https://doqfy.in/ If you have the next big idea, apply to the Expert Dojo Accelerator: www.expertdojo.com

When she bought her first home at the age of 21, Annature founder and chief executive Amreeta Abbott couldn't believe how many documents she had to sign in person. Having worked across professional services strands as a tech entrepreneur, she understands better than most the inextricable need for more efficient processes as we move into a post-pandemic market. On this episode of LawTech Talks, host Jerome Doraisamy is joined by Ms Abbott to discuss her personal and vocational journeys, how she feels the legal profession is faring relative to other industries when it comes to uptake and meaningful utilisation of technologies such as eSignatures and identification verification, what further change needs to occur in law (both legislative updates and community perceptions), and what sectors of the profession are upping the ante. The pair also delve into the extent to which change is client-driven or led by lawyers, better navigating pain points with eSigning and identity verification, why technology helps one evolve into a better, more modern lawyer in addition to making one's life easier. Elsewhere, the pair talk about Annature, its purpose within the legal profession and benefits it currently offers for lawyers. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts (The Lawyers Weekly Show) and by following Lawyers Weekly on social media: Facebook, Twitter and LinkedIn.   If you have any questions about what you heard today, any topics of interest you have in mind, or if you'd like to lend your voice to the show, email editor@lawyersweekly.com.au for more insights!

Dan Springer is a three-time Silicon Valley CEO. He's currently the CEO of DocuSign, which he took public and subsequently scaled to more than $2 billion in run-rate revenue and $50+ billion in market cap. Any losers out there will want to stop listening now, because this episode is all about how to win: how to win as a CEO, how to win at go-to-market, and how to win the war for talent.

In this podcast Colin Rooney, Partner in the Technology and Innovation Group, will be discussing the use of electronic signatures with Maedhbh Clancy, Of Counsel in our Finance Department and Suzanne Kearney, Of Counsel in our Corporate and M&A Department. Maedhbh and Suzanne regularly encounter and consider various aspects of the execution of documents and deeds, including the use of electronic signatures, as part of their practice and will have some practical tips which they will share with our listeners. Disclaimer: The contents of this podcast are to assist access to information and do not constitute legal or other advice. Specific advice should be sought in relation to specific cases. If you would like more information on this topic, please contact a member of our team or your usual Arthur Cox contact.

Let's talk about digital identity with Margus Pala, Founder and CEO at eID Easy, and Johan Nyman, Project Coordinator at Åbo Akademi University. In our 50th episode, Margus and Johan discuss eSignatures. Coming from Estonia and Finland, they explore the use (and potential future use) of simple, advanced and qualified eSignatures in two of the world's most digitally advanced countries. They also delve into how we can standardise the use of eSignatures in Europe, and advice for business owners on what to ask from an eSignature provider. [Scroll down for transcript] Margus Pala Margus is from the world's most digitally advanced country, Estonia, and has seen the future many years ahead of most other countries. He started his professional career as a programming teacher before being part of multiple start-ups, including one unicorn - Playtech. He is also an officer in the Estonian army's National Guard Cyber Unit and has a master's degree in Cyber Security. For the last 5 years he has been running eID Easy, whose mission is to help everyone benefit from the future of digital identity and electronic signatures - not by breeding faster horses, but going to a whole new level. Find Margus on Twitter @MargusPala @e_id_easy and on LinkedIn. Johan Nyman Johan's interest in digital identity, and specifically electronic signatures, is manifested in two areas: 1) the citizens' perspective; how citizens can take advantage of national PKI (public key infrastructure) available on their ID cards to produce and use qualified electronic signatures, and 2) the public sector; how organisations working within the public realm, e.g. universities, can use national PKI for issuing e-signed documents, and also how they can raise their awareness and knowledge to handle qualified e-signatures in incoming correspondence from persons using e-signatures. He works as a project manager in university administration at Åbo Akademi, in Turku/Åbo, Finland. Find Johan on Twitter @Johan_Nym or email johan.nyman@abo.fi. Margus refers to the Finnish Trust Network. Find out more about the FTN here - https://www.ubisecure.com/authentication/finnish-trust-network-ftn/ We'll be continuing this conversation on Twitter using #LTADI – join us @ubisecure!     Podcast transcript Let's Talk About Digital Identity, the podcast connecting identity and business. I am your host, Oscar Santolalla. Oscar Santolalla: Hello and thanks for joining into a new episode of Let's Talk About Digital Identity. And today, we are coming back with a fireside chat format in which we have two guests. And this time, two guests are going to talk about electronic signatures. For that, let me introduce them. We will have Johan Nyman, who is Project Coordinator, Research and Education Services at Abo Academy University in Turku. His interest in digital identity and specifically electronic signatures is manifested in two areas. First, the citizens' perspective, how citizens can take advantage of national PKI, public key infrastructure, available on their ID cards to produce and use qualified electronic signatures. And the second is the public sector, how organisations working within the public realm such as universities can use PKI for issuing electronic signed documents and also how they can raise their awareness and knowledge to handle qualified eSignatures in incoming correspondence from persons using electronic signatures. And our second guest is Margus Pala, who is founder and CEO of eID Easy. Margus come from Estonia. He proudly says that it is the world's most digitally advanced country, country which has seen the futures many years ahead of most other countries. He started his professional career as a programming teacher before being part of multiple start-ups, including one unicorn, Playtech. He's also an officer in Estonian army, the National Guard Cyber Unit and has a master's degree in Cyber Security.

In this episode of Bank Statements we speak to Kylie Mergen, Director of Financial Services, about the use of eSignatures and eNotes in pledging collateral to FHLBank Topeka. Kylie explains the importance of utilizing the Mortgage Electronic Registry System  eRegistry  for tracking eNotes and how to set your community financial institution up for a successful future with eSignatures and eNotes.FHLBank Topeka's eNotes GuideMERS eRegistry

Hello and welcome to Your Operations Solved, for Wednesday, April 28th, 2021I'm your host, Channing Norton, of PC Solutions, and this is the 16th episode of our show,Listen to us Tuesdays, Wednesdays, and Thursdays, or on our Saturday compilation episodes. If you find the show helpful or informative, please do give it a like on your platform of choice, or share it to someone else who might also enjoy it.With that out of the way, let's get started on today's headlinesFirst, an update to a previous story. On our very first episode, entitled "What is IT. How can it improve your business," we talked about a proposed acquisition of social media startup Discord by Microsoft. Discord has announced that they are backing out of the deal, and will instead be seeking an IPO. This is likely in part to the discord userbase being generally wary of the deal, as microsoft has managed several platforms with similar formats to discord, and is seen as being unsuccessful in doing so. As a discord user, I do think that this is good for the platform as a whole from a community management perspective, but as an IT provider, I do think that the possibility of integrating discord into the microsoft stack was exciting, and a part of me is sad to see that possibility go away. That being said, I think discord is a great platform, in fact, I met my wife on it, so I am excited for them going public nonetheless, as well as whatever they have in store for us going forward as far as new features and capabilities. Should any of them be relevant to business and marketing, I will certainly update you.Next, we get onto today's main story. Another day, another major data breach it seems, as 2021 has had quite a few. Australian Developer "Click Studios" was hit by a supply chain attack that compromised their password management tool, passwordstate, the developer announced in an email to its customers on the 23rd of this month. As the tool is used globally, and this announcement was sent via email to only customers thought to be affected, the first press reporting from english sources I have seen of this hit today, as news has been trickling in worldwide. Password state is an enterprise password management tool used by large enterprise customers, including over 100 of the fortune 500 companies, as well as a very large proportion of outsourced IT providers. As such, this breach affects more than just password state customers. The reason for this is that, as password state is designed specifically for IT users in mind, and markets almost exclusively to them, the passwords contained that have been compromised are going to be largely passwords for firewalls and servers. As such, if you are a business owner, you need to check with your IT team, be they in house, or outsourced, and confirm several things.1. That they do not use password state2. That no vendor that has access to any of your infrastructure uses password state3. That if anyone does use password state, they update it ASAP according to the instructions in the email from the vendor4. That if anyone does use password state, that you change every password that that vendor or department may have had access to as soon as they update it, but not a moment before.In my opinion, the quiet manner in which this VERY serious breach was disclosed is unacceptable. This is a breach with global consequences, and leaving the world at large in the dark about things, while knowing that this breach affects more than just your direct customers is... disgusting, for lack of a better word. While I can vouch first hand that password state is an fantastic product, I would even argue the best on the market for password control in certain use cases, this manner of breach disclosure makes me unwilling to ever consider click studios as a vendor going forward. The risk of not hearing about another breach like this is far, far too high.As a disclosure, PC Solutions did previously make use of this product, however, we migrated off of passwordstate in Febuary of 2021. As our password state server was not running at the time the compromise took place, we are not affected by this breach.Passwordstate developer click studios did not respond to my request for comment on this breach via email prior to recording, and all of their phone lines are busy or out of service at time of recording. Should they respond in future, an update note will be made.With that done, let's talk about our main topic for today, document and contract management. Depending on your industry, you may spend a lot of time shuffling documents and contracts around. Looking at you, lawyers, but its not just the legal profession that does, many Business to Business companies, companies involved in real estate, or large scale projects like construction also spend a lot of time managing contracts. It's likely that, even prior to the pandemic, such companies were making use of Esignatures on their documents, but most are not utilizing that technology to its full potential. This is where Document and contract management tools come in.If you're like most companies using esignatures, you send out a contract proposal via email with a link to your document, and get an email back when the recipient signs things. Maybe it even gets fancy and sends out a reminder email or two on your behalf. This works well enough if your volume of contracts is small, perhaps two or three a month, but beyond that point, there's a lot more efficiency that can be gained. Let's examine the workflow around that contract.Prior to sending out the contract, you have a series of exchanges with the signee to determine some information that will be codified in the contract, say the sale price for a house, or the exact nature of services within your scope of services that they require. You then have a template document that you prepared that you stick that information into, you send the document out via email, you wait, a few hours or days later, you get an email saying the contract has been signed, and then you go into a few different pieces of software to mark that contract as signed, for instance, quickbooks to put in the revenue that that signed deal represents, and perhaps set up an invoice, and your CRM suite to update the status of the customer as a landed deal. Finally, you might send out an email to the office stating that "So and so has signed their contract, they are now a customer rather than a prospect" or "Such and such house just sold, don't show it off to any more potentials." All of this makes the process of sending out a contract take an hour on each end, or more. These are the inefficiencies a document management system is designed to eliminate.We have a case of double entry here, which is always indicative of inefficiency, It's subtle, and I will admit, I didn't spot it at first when I was introduced to these tools. Can you see it?We're entering say, a sale cost into quickbooks, but we've already entered it somewhere... the contract itself. If our contracts were more than just... images with signature fields, if they were smart, we'd be able to pull that information out, along with other information in the contract, and push it to our various systems, and this is exactly the idea with contract management tools. Let's re envision the contract signing process.You negotiate with the other party. As you do so, you are updating a template contract, which can keep track of revisions, in case you need to revert terms, or check your negotiation timeline. Once you and the other party are in agreement about the terms, you can, with one click, render the final document, and send it out to them, potentially from your main line of business tool, rather than a seperate one. You can check the status of your contract from that line of business tool, to see when they sign it, and automated reminders go out. When the contract gets signed, all of that information, those emails to the office, the invoices generated, the statuses in your CRM updated, whatever, happen automatically, saving you time on every single contract. Such tools also keep a helpful repository of contracts in one place akin to an actual file drawer, and easy to back up or export to other tools and media if needed. These document management systems have certainly been helpful in my practice, and I'm sure they can be helpful to a number of my listeners as well.That's our show for today, thank you so much for listening. Tomorrow, join us for a conversation about a better phone system. In the meantime, check us out on the web at www.YourOperationsSolved.com, where you can join our newsletter, and opt to be notified of all our uploads. I will see you next time.

Formstack is a secure workplace productivity platform built to produce ingenious solutions to the everyday work that slows organizations down. From eliminating paper forms to breaking digital silos, Formstack empowers anyone to quickly and easily build custom forms, create documents, and collect eSignatures—all without code.  Chris Byers is the CEO. He's taken the company from 6 employees to currently over 250 in the last 11 years since he took over the reins. Learn More

Formstack is a secure workplace productivity platform built to produce ingenious solutions to the everyday work that slows organizations down. From eliminating paper forms to breaking digital silos, Formstack empowers anyone to quickly and easily build custom forms, create documents, and collect eSignatures—all without code.  Chris Byers is the CEO. He's taken the company from 6 employees to currently over 250 in the last 11 years since he took over the reins. Learn More

Highlights from the November 5 webcast “The Digital-First Credit Union: How to Move Forward with eSignatures.” This event featured Patrick Albert, Senior Solutions Architect from OneSpan, and Aphrodite Koukoulas, Senior Marketing Manager, also from OneSpan.   The full on-demand presentation can be found at  https://www.cutimes.com/2020/10/05/the-digital-first-credit-union-how-to-move-forward-with-esignatures/

The need for a secure, simple way to complete online legal agreements is growing. Whether it's for eCommerce businesses selling product terms, merchant services agreements, or something else entirely, old eSignatures may not cut it anymore. Eric Prugh of PactSafe joins the show to cover the new Clickwrap technology and its payments applications. Find show notes and more at: https://www.soarpay.com/podcast/

The e-signature market is expected to grow at a CAGR of 34.7% to reach $9,073.1 million by 2023.* The demand stems from surging security concerns among enterprises, an increasingly challenging regulatory environment with more stringent requirements for authentication and compliance, a growing global e-commerce market, and environmental concerns fuelling the paperless movement. Additionally, the Coronavirus pandemic, which has a profound effect on the nature of work, can only drive further adoption of technologies that enable decentralized collaboration, expanding the e-signature and video conferencing market. Syngrafii – A LegalTech/regtech company is offering a compelling and enhanced alternative to other eSignature providers and has many applications across Fintech, financial services, legal, automotive leasing, and real estate, to name a few sectors. Syngrafii provides a complete suite of products including eSignatures, and a video signing room (VSR™). VSR is a patented, all-in-one electronic signing solution that allows the signing and witnessing of documents in a secure live video-conferencing session. VSR preserves the biometric protection of a traditional signature, mitigates the risk of fraudulent behavior, provides enhanced consumer protection, and lowers the environmental impact of in-person signing. Nonrepudiation is built into every step. It is the only remote signing solution that is fully compliant with remote swearing, commissioning, and notarizing – mitigating potential legal issues with virtual signings. Syngrafii also provides a remote wet ink signature using Syngrafii’s robotic LongPen – enabling viewing a document in one location and a wet ink signature application in another. Syngrafii, CEO, Matthew Gibson, joins me on Tech Talks Daily to discuss all this and much more.

Join Scott and Nick as they discuss eSignatures their use and impact.

Eric Prugh oversees product, design and solutions engineering at PactSafe. PactSafe is a SaaS company that securely powers clickwrap agreements & eSignatures for businesses like Dell, Wayfair, Door Dash, Extra Space Storage, Upwork, HomeAdvisor, and more. Prior to his current rule, Eric spent 7 years at ExactTarget and Salesforce in enterprise pre-sales as well as the product organization. He is a proud Purdue grad and lives in Meridian-Kessler with his wife Liz, their 2 daughters and 2 dogs.   Questions Could you share with us a little bit about your background, how it is that you got into product design and solutions engineering? Share with us a little bit about PactSafe. How does it help to basically envelop the customer experience for your clients and of course, meet the user experience better for their customers? In terms of customer experience and its level of priority for your organization and even you, just as a consumer, you know what the importance of it for you as an individual. How do you think it has changed in the last maybe 3 to 5 years? And do you foresee greater change in that spectrum over the next 3 to 5 years? How do you stay motivated everyday? Could you share with us maybe one online resource, tool, website or app that you absolutely can't live without in your business? Could you think of maybe one or two books that have had the biggest impact on you? Can you share with us what's one thing that's going on in your life right now - either something that you're really excited about, something that you're probably either working on to develop yourself or your people? Where can listeners find you online? Is there's a quote or saying that during times of adversity or challenging, they would revert to these particular quote or saying to help them navigate through those rough waters or those rough times to kind of get them refocused. Do you have one of those? Highlights Eric shared that he has been writing code and working and design since he was 13 years old. So, it's really kind of a nerd early on and he has always been fascinated with the power of technology and the power of the internet.   And so, at a pretty early age when he was 16, 17 years old, he decided it was something he was really passionate about pursuing both in his college degree and his career and so he went to school for that type of stuff, web development, graphic design, became a developer out of school and just realized he’s not a very good developer and didn't have the level of detail, the attention span for it.   He certainly has a massive respect for software engineers and engineers of all types because it requires a ton of hard work and got into consulting. And that's when he moved into software as a service and found a really interesting consulting job at a company called ExactTarget based in Indianapolis. And that took him on an amazing journey around the world and a big acquisition by Salesforce and got to join the product team from there.   And the reason he joined the product team is that he became fascinated with the problems that a single cloud based product could solve for such a myriad of people and how a lot of different companies can make products their own and solve their own specific problems that ultimately become broadly applicable problems for many companies, whether it's within the same vertical or within the same size of organization.   And so, he really just became enamoured with building products that solve problems for people. When he was in sales engineering, it was all about being the catalysts to solve the problem, being the person that was helping customers realize the value of the product.   And then he really got excited about how can he build products that are going to enable people to solve problems at a little bit higher level. So, that's how he moved into it. And then obviously the opportunity impacts that came along. One of his really good friends of a very long time had this amazing idea. He was a lawyer and he (Eric) had a lot of experience in SaaS. And so it's really a very good combination of skills, complimentary set of skills that they were able to come together and start the business and certainly been a roller coaster since.   Eric shared that PactSafe has a little bit of a unique perspective and when we talk about contracts and accepting contracts, generally, you're thinking about a very arduous, multi-step approval workflow, trying to get a contract signed or a contract logged or you're managing contracts for vendors. They've really created a very disruptive product that is designed from the very beginning to serve all the companies that have to do contracts at a massive scale. So, if you think about Wayfair, who is an amazing customer of theirs, doing amazing things in the market, they've completely disrupted the way people buy furniture.   They don't talk to their customers and have each of them go through a contract workflow to sign something. You're going through an e-commerce flow, you're buying furniture, you're buying a really nice light fixture or whatever for your home.   The contract is just a seamless part of the experience of checking out and Amazon, Facebook, early tech companies really pioneered that as a legally enforceable way to enter into a contract with customers. But legal teams at these big companies that were doing business in this way didn't have a way to manage the terms that were being presented to ultimately present those contracts as part of the customer experience.   And there were technology teams that were designing these experiences without really knowing what's the right, legal, best practice for doing so. And so, it creates all sorts of issues in the process and the bigger the company, the bigger the problem.   And so, that's really where the business came from in the initial problem that they solved. But what they found is that they became consultants for how a lot of larger, more don't want to say old school, but businesses that had done business in a more traditional way. They had salespeople going door to door, calling on businesses. They were doing larger contracts. Now that everything is moving online, software as a service has really kind of pioneered the way people expect to buy; e-commerce has changed the way people expect to buy.   And so, you have companies like Dell that are trying to figure out how best to implement the right customer experiences for doing more business, doing it faster, helping to recognize revenue for their business faster.   But then they have an army of lawyers that are concerned about doing business in this way because there still needs to be contracts as part of a workflow where customer engages. So, they really bring those two people together, the product person that's designing the experience and the legal person that's ensuring the right level of compliance is there. And they allow them to work in harmony and design the best experience and not worry about all the legal controls or compliance measures because they offer that out of the box.   And so, the product is great, it does amazing things. But, it's their people, it's their team that's helping working with these big companies to navigate how best to do these experiences in a way that everybody benefits, the customer, the end user, and the business.   Me: So basically, your integrated platform with a lot of these large organizations that require these contracts from a legal perspective makes the process that much easier for the end user.   Eric shared that you see in the largest businesses in quarterly earnings calls and annual reports in the last 3 or 5 years, you've started to see this transition of what CEOs are talking about.   Customer experience has always been important, but now it's talking about introducing new ways of doing business, new business models, companies are talking about. You've got Cisco, who's a huge business that's traditionally been selling hardware for networking and routers and all that sort of stuff.   They're trying to move towards more of a digital model where they're buying companies like Duo Security that are primarily SaaS and they're trying to bake that into their overall go to market strategy. So you're seeing a lot of big companies trying to lean into the subscription model. And companies like Zuora have been evangelizing that transition for quite some time but you're really starting to see it from even the world's biggest companies. And he thinks a lot of that centers around the way people expect to access the products that they buy, whether it's B2B or B2C.   They wrote a big e-book on how a lot of these big companies are trying to transition to self-service and one of the interesting stats from a future commerce report was that “72% of buyers now want self-service access to their accounts, to their orders, to their transaction history and even the ability to buy products online and that's at the enterprise or B2B level.”   And he thinks it's a big thing that's driving that is, as a consumer, you can do so much from your phone. Even in the last 3 to 5 months, like, wow, he really doesn't need to go to a grocery store, he doesn't need to go anywhere, really. He doesn't have to go anywhere because there's so much at his fingertips on his phone to be able to get delivered to his door, whether it's alcohol, groceries, you name it.   And so, that shift is like the second a B2B buyer wants to engage, a B2B brand, usually there's a gated form where they have to talk to somebody and it feels so heavy. And he thinks in the next 3 to 5 years, you're going to see a lot of companies and it's already starting. A lot of SaaS companies are moving towards self service, enabling their customers to find what they need to buy online.   They're being more transparent in how they're pricing going to market. You're seeing a lot of B2C companies that have traditionally done business through grocery stores, through Wal-Mart. Even PepsiCo, for example, is a great example. They just recently announced they're launching all these direct consumer sites for all their brands where people can go and order products online. And Pepsi is able this to start a direct relationship with their customer as opposed to having to work through the grocery stores of a Wal-Mart or Costco or whoever.   So, the whole business model is shifting, whether it's offering more subscription based products, if you've been a traditional, more on premise or hardware type company. And then you've got these direct consumer brands or these big B2C brands moving into a direct consumer model.   And you've seen a lot of companies like Warby Parker and you got like Casper, you got Harry's Razors. There are all sorts of companies that have established that that's a great way to do business. And primarily serving the customer directly online, being great, easy to do business with and even offering a subscription type model is a great way to go to market and people love buying in that way, reducing his upfront cost, make it something that's recurring and then add recurring value over time through a great customer experience.   Me: Your phone is definitely a very powerful device. I totally agree. I mean, I've seen so many changes, as you indicated, just from this pandemic. It's actually forced a lot of businesses to do things that maybe they may have had on their radar before, but they've definitely bumped it up as priority because of the time that we're going through.   When asked how he stays motivated, Eric shared that it depends on the day; it's definitely had its challenges. He has 2 very young kids and which has been so amazing in some aspects and so challenging in others. He thinks what has helped him to stay motivated is laser focus on priority and ultimately trying to keep his own sanity by starting his week, he just started a process where on Sunday he’s making his to do list for the week. He’s not doing it on Monday morning, that way on Monday morning he’s just going through and starting to execute on what he needs to get done for the week.   He hasn't hit a week yet where he’s actually gotten everything done, he’s always too ambitious, so, a good way to stay motivated, you knock out your to do list and you check everything off the list, that feels awesome. But he also thinks for him, it's about being realistic and honest with himself and okay with the fact that he’s not going to get everything done, there are going to be some things that don't move quite as fast as he'd like.   But ultimately, it's about managing, trying to manage what he can control and ultimately holding everybody on the team accountable and in a very similar way and understand that we all need time to go and hang out with our kids and know that ultimately there are people in our lives that we're doing this for. Whether it's a spouse, partner, family, friends, what have you, that's helped kind of bring him back to normal when things do get a little out of control.   But really, one thing he’s most excited about is the speed at which things are happening in all markets right now, it's a pretty inspiring kind of action, amount of action being driven in healthcare, in manufacturing, in all sorts of fields and industries that have needed that, whether it's digital transformation, whether it's innovation, whether it's collaboration around the world on a cure, on a vaccine, it's really been amazing to watch and he tries to balance the news that he intake with that sort of mentality and information and news stories, as well as like trying to stay up to date on the data on what's happening. What a long winded answer to your question.   Me: That's okay, it would be of great influence as a representation because people deal with things in different ways. And it's a question that we ask all our guests. It's interesting to see how different people stay motivated because what may work for you may not work for someone else, so at some point, I'm sure that maybe a blended approach or a little bit of this or a little bit of that will work for some of our audience that is listening to the different episodes. So, we are grateful for all that you shared.   Eric shared that they have a couple online resources. One thing that has helped him stay sane is he uses an email app called Superhuman, which he knows is an up and coming solution or product. It basically just helps people maintain their inbox and state inbox zero, it's amazing. It has a lot of keyboard shortcuts and stuff like that that helps you pound through email, which is super important to him because obviously it's more important than ever to stay on top of things, but not letting email be a huge distraction.   They also use Quip to help collaborate and not the toothbrush. It is actually a product by Salesforce. It's a great collaboration tool that their whole team has access to and you can build spreadsheets and kind of manage projects and collaborate really well and all that sort of stuff. So, that's been really great.   And then other tools that have been immensely helpful to him, they also use a project management tool for both their product design and development and his entire product and design teams use it. It's called Clubhouse and it's great for just managing, knocking out reporting on tasks across the team, so he’s not having to constantly hammer people with questions about what they're doing, it just gives me really good visibility and gives the whole team visibility into what people are working on, how we're tracking towards goals and all that sort of stuff.   Me: So, the clubhouse is very much like a productivity app as well for you to ensure that people are actually doing work.   Eric shared that he tries not to read too many startup kind of books, but there's a book he read right as they're starting the business, there are two books he read that he really liked.   One, for those considering starting a business, there's a book by a guy named Peter Thiel. If you've seen Silicon Valley, he's represented as Peter Gregory on the show. And he wrote a book called Zero to One: Notes on Startups, or How to Build the Future, which is an amazing book. A lot of people probably talked about this, but it talks a lot about how to build a big business when you're considering starting a company, how to think about the market, how best to carve out your niche in the space, how to expand all that sort of stuff. It's really good. Peter Thiel, he's a little bit controversial, the character but it's good.   And then he also read The Hard Thing About Hard Things: Building a Business When There Are No Easy Answers by Ben Horowitz, which is a really good one and definitely in times like this has been very good to go back to and really kind of think about how to work through tough times, which we've been very fortunate right now.   But certainly it hasn’t been easy. He’s reading a book right now called Masters of Doom: How Two Guys Created an Empire and Transformed Pop Culture by David Kushner. It's about the guys who created IDSoftware, which is the firm that actually created the game Doom. So it's about their story and it's super interesting and kind of a nice, crazy story, but lots of cautionary tales about building a business the right and wrong way. That's for sure.   Me: Storytelling and experiences is so important because a lot of us learn from other people's stories and their own experiences.   Eric shared that one thing they're really excited about at PactSafe that they're working on as a team is one of the things that has been not a challenge, but really trying to carve out a space is the combination of building a new product and having to explain and educate people on it, as well as really quantifying what the market is? How big is it? What types of customers can they serve? What's the story? That's challenging when you're really building something new.   There's no competitive set for what they do, which is a good and bad thing at times because you're not coming up against people that have bought this type of product before. So, they need help understanding how to buy it, what the value is, all that sort of stuff. They've recently partnered with a third party research firm that's going to help them kind of understand and carve out what the space looks like for them and  engaging analysts or research firms like this is a big bet.   It's a long, expensive endeavor to kind of help understand how best to build the company and product that's going to be unique and build a new market and help establish where they fit and all that sort of stuff. But overall, the prospects have been really good and he thinks for them, it's giving them a good perspective at a high level on how to think about their role in the customer experience, which is a huge part of what they do.   But they haven't done the best job of capturing the highest level of value for what they do. And then secondly, what the space really looks like. So, they've been working in startup world, you kind of work hyper focus at a very low level for what your product can do, because they don't have 5 or 10 years of research and development of a bunch of engineers building this thing out. They've got a limited set of engineers that have been hard at work for 5 years.   They have been very in the weeds on the problems that they solve and what these analyst firms help with. And for those that don't know Aragon Research, Forrester,Gartner. These types of firms, you're trying to look at high level macro trends and understand what's happening and what markets exist and what people are trying to do. They're really helpful in shaping what's really happening and articulating it in a clear way that speaks to the real trends in the market.   And so, he doesn’t advise it for everybody, but he thinks for people that have similar problems as them, they believe it's going to be transformational. So, super excited about the opportunity and it's something that his whole team is helping them sort out all the way from the CEO down to some of the product marketing folks on his team who are hard at work trying to cast the vision, if you will.   Me: Data is king, so the more capitalized you can get on your data to understand specifically what the pain points of your customer avatar is then I'm sure you'll be able to add value to those people if you get extremely granular about it, so the research approach is definitely an excellent technique to get specific on it.   Eric shared listeners can find him at –             Twitter – @eprugh             LinkedIn –Eric Prugh   When asked about a quote or saying that helps him refocus, Eric shared that as product person, he has always subscribed to Henry Ford's quote of, “If I had asked people what they wanted, they would have said a faster horse.” Because you take customer feedback on how you're building your product or your experience as a very key, important input and data point as you build out your company and product. But ultimately, as the business owner, entrepreneur, you've got all this experience and tribal knowledge and vision for where things could go. And you've been thinking about it every day, 10 times more than any of your customers really would. So ultimately, he has learned a lot by relying on that quote over the years. Links Zero to One: Notes on Startups, or How to Build the Future by Peter Thiel The Hard Things About Hard Things: Building a Business When There Are No Easy Answer by Ben Horowitz Maters of Doom: How Two Guys Created an Empire and Transformed Pop Culture by David Kushner   Do you want to pivot your online customer experience and build loyalty - get a copy of “The ABC’s of a Fantastic Customer Experience.”   The ABC's of a Fantastic Customer Experience provides 26 easy to follow steps and techniques that helps your business to achieve success and build brand loyalty. This Guide to Limitless, Happy and Loyal Customers will help you to strengthen your service delivery, enhance your knowledge and appreciation of the customer experience and provide tips and practical strategies that you can start implementing immediately! This book will develop your customer service skills and sharpen your attention to detail when serving others. Master your customer experience and develop those knock your socks off techniques that will lead to lifetime customers. Your customers will only want to work with your business and it will be your brand differentiator. It will lead to recruiters to seek you out by providing practical examples on how to deliver a winning customer service experience!   Listen to past episodes of Navigating the Customer Experience | Join Our Mailing List for future articles, podcasts and videos on Customer Experience  

In the second episode of our Techplace Tickler series, Danielle Ochs and Gus Suarez discuss the expanding importance of the use of electronic signatures (eSignatures) in the remote workplace and tips for evaluating your eSignatures process. They cover what constitutes an eSignature, which laws govern eSignatures, and best practices for enhancing compliance with those laws.

In this episode, Brian welcomes back Lothar Determann, partner in our Palo Alto office, to cover the ins and outs of electronic signatures. Download and listen to learn: The benefits of using e-signature over traditional pen and paper Examples of areas of law where e-Signatures may not suffice Practical considerations to be made when choosing to execute a contract via e-signature

Ravi Viswanathan is the Founder and Managing Partner @ NewView Capital, launched in 2018 with their $1.35Bn Fund I, they have already set themselves as leaders in the world of growth funding with 3 massive exits in less than 2 years in the form of Plaid, sold to Visa for $5.3Bn, Acquia, sold to Vista Equity for $1Bn and then Scout, sold to WorkDay for $540M. Prior to founding NewView Ravis spent 14 years at one of the largest venture firms in the business, NEA where he co-led their venture growth equity practice and in 2016, became COO @ Nea. Before the world of venture, Ravi spent 4 years as a VP @ Goldman Sachs and before that was at McKinsey & Co. In Today’s Episode You Will Learn: 1.) How Ravi made his way into the world of venture from investment banking and how that led to his founding the monster $1.35Bn Fund I for NewView Capital? 2.) Given the first fund being $1.35Bn, how did Ravi find the fundraising process for NewView? On reflection, what did he and the team do well that they would do again? What did they not do well that they would alter? What advice would Ravi give to first-time fund managers raising today? 3.) Would Ravi agree with Bill Gurley, "the biggest challenge today is the sheer quantum of capital flowing into the industry"? What does Ravi make of the rise of private equity (PE) houses entering the venture landscape? How does it change the exit landscape? 4.) How does Ravi think about the right way for funds to navigate and approach the secondary market? What advice would he give to emerging managers? How does Ravi feel about founder secondaries? What framework does he use to determine whether the amount is reasonable? 5.) How does Ravi think about what it take to truly win the best deals in competition today? If one does not have the budget of a16z, how does one build a venture platform? Where do the majority of investors make mistakes when it comes to VC value add? Items Mentioned In Today’s Show: Ravi's Fave Book: Shoe Dog: A Memoir by the Creator of NIKE, Born A Crime: Stories from a South African Childhood Ravi’s Most Recent Investment: Plaid As always you can follow Harry, Ravi and The Twenty Minute VC on Twitter here! Likewise, you can follow Harry on Instagram here for mojito madness and all things 20VC. Businesses are always looking for ways to shorten their sales cycles. HelloSign provides secure, effortless eSignatures proven to speed up contract signing by 80%. Most clients go from a multi-week turnaround to a multi-hour one. They’re an industry leader and have been voted #1 for Ease of Use two years in a row on G2 Crowd. Don’t let pen and paper processes slow you down. Click Here to join the millions of users already using HelloSign to close more deals faster!

Todd Jackson is First Round Capital's newest Partner (announced today) having spent the last 2 years as a Founder-in-Residence working with the FRC portfolio. Prior to his time in venture, Todd spent close to 3 years at Dropbox as VP Product & Design. Before that he was with Twitter as Director of Product Management, following his startup, Cover, being acquired by Twitter in 2014. Before founding Cover, Todd was a Product Manager @ Facebook where he helped lead major redesign of Newsfeed. Finally, Todd started his career at Google as a Product Lead taking Gmail from 0 to 200m users in 4 years. Todd is joined today by his Partner @ First Round, Phin Barnes. Phin also writes the most fantastic blog, sneakerheadVC, that really is a must-read. In Today’s Episode You Will Learn: 1.) Phin, what is the exclusive news you would like to break on the show today? Todd, taking one step back, how did you make your way to this stage, what was your entry into technology and how did you come to be a Partner @ First Round Capital today? What were Todd's biggest takeaways from working on some of the most transformative social products in Gmail, Twitter, Newsfeed @ Facebook and Dropbox? 2.) What advice does Phin have for Todd when it comes to entering a venture partnership? Where do many people go wrong in their first year in venture? What should Todd be optimising for in the partnership? In terms of measurement, how does one measure success of the first year of work as a Partner? 3.) Todd, making the move from angel to institutional VC is a mindset shift, how does Todd think his investment mentality will be impacted by the shift from angel to institutional VC? Having raised funding as a founder, what type of founder experience and investor does Todd want to be and bring? 4.) Phin, it has been a long time since FRC added a Partner, walk me through the recent changes at the top of FRC? What are the most important qualities for First Round when adding a Partner? What are the biggest tips to doing generational transition well? Where do many firms go wrong in generational transition? Items Mentioned In Today’s Show: Todd’s Fave Book: Creative Selection: Inside Apple's Design Process During the Golden Age of Steve Jobs, Trillion Dollar Coach: The Leadership Handbook of Silicon Valley’s Bill Campbell Todd’s Most Recent Investment: Papaya Payments, Snackpass As always you can follow Harry, The Twenty Minute VC and Todd on Twitter here! Likewise, you can follow Harry on Instagram here for mojito madness and all things 20VC. Businesses are always looking for ways to shorten their sales cycles. HelloSign provides secure, effortless eSignatures proven to speed up contract signing by 80%. Most clients go from a multi-week turnaround to a multi-hour one. They’re an industry leader and have been voted #1 for Ease of Use two years in a row on G2 Crowd. Don’t let pen and paper processes slow you down. Click Here to join the millions of users already using HelloSign to close more deals faster!

The fax machine changed the offer process, streamlining document transfer across the real estate industry. After that, eSignatures made it possible for buyers to get their offers out there even faster. Today’s guest, Mike Russo, is ushering in the next evolution of the offer process with SparkOffer – a new service that gives buyers unrivaled control, speed, and transparency when making offers. Listen and learn how SparkOffer could change the industry by ensuring buyers never miss out on the opportunity to make an offer again.

The fax machine changed the offer process, streamlining document transfer across the real estate industry. After that, eSignatures made it possible for buyers to get their offers out there even faster. Today’s guest, Mike Russo, is ushering in the next evolution of the offer process with SparkOffer – a new service that gives buyers unrivaled control, speed, and transparency when making offers. Listen and learn how SparkOffer could change the industry by ensuring buyers never miss out on the opportunity to make an offer again. Sponsors  Rebus University – Get Over $10,000 in Real Estate Training for as Little as $97 at  futureofrealestatetraining.com  MyOutDesk – Book a FREE Business Strategy Session and See How to Grow Your Business with the Help of a Virtual Assistant at  myoutdesk.com FREE Resources for Real Estate Agents   Join the FREE Agent Success Toolbox and Get Immediate Access to Over 200 Real Estate Downloads Claim Your FREE Copy of Pat Hiban’s Best-Selling Book: 6 Steps to 7 Figures Claim Your FREE Copy of Tribe of Millionaires by Pat Hiban and David Osborn Learn more about your ad choices. Visit megaphone.fm/adchoices

David and Blake are back from weeks on the road and ready to dig into the news, including: Intuit has acquired ChronoBooks to bundle with QBO Advanced; Xero released their half year 2020 results, partnered with TransferWise for electronic bill payments directly INSIDE Xero (UK only for now), and teamed up with GoCardless for inbound ACH payments in the Americas; Google is rolling out checking accounts for consumers; why the future of banking means you're probably still broke; Blake's favorite new app (You Need a Budget); half of firms are still not using eSignatures, and more.

The people who are in the headlines are often not the people in the trenches. So who is behind the scenes, solving the problems and uncovering issues? Host Jason Gabbard, Head of AI Strategy at Conga, shares stories often untold featuring organizations’ unsung heroes. The professionals on the frontlines, driven by purpose and dedicated to delivering impact.

Fenergo and Accenture join forces to present a target operating model for how commercial and business banks can design their digital client journeys from end-to-end to deliver a better client experience throughout initial client onboarding and throughout the entire client lifecycle. In this podcast, you'll learn: The top trends in digital transformation and client experience Expected regulatory changes in 2019/2020 impacting Client Lifecycle Management Target Operating Model: How to design and implement a frictionless, straight through client journey from initial onboarding to ongoing lifecycle management, including the key digital technologies that will make this happen e.g. eSignatures, digital ID&V, biometrics etc. Live Demo: What a digital, well-orchestrated and connected Client Onboarding & Lifecycle process looks like Speakers: Conor Coughlan - Chief Marketing Officer, Fenergo James Follette - Global Head of Commercial, Business and Retail, Fenergo Rachel Woolley - Global AML Manager, Fenergo Jonathan Jones - Principle Director, Accenture Philippe Guiral, Managing Director, Accenture To learn more about Fenergo's Client Lifecycle Management solutions check out our solutions page here.

Episode Sponsor HoneyBook Save time and money working on your photography business using HoneyBook. You can manage your shoot calendar, client communications, and your accounting needs like eSignatures and invoicing all in a single tool. Go to https://www.honeybook.com/ and use offer code IMPROVE to get 50% off your first year! Follow Up on 2018 and New Goals for 2018 Let’s ... The post Photography Goals and Predictions for 2019 appeared first on Master Photography Podcast.

There's a reason Vinney's nickname is “Mr. Smiles”, which is evident even through just hearing the demeanor in his voice throughout this show! He has always believed in individuals' ability to shape the world around them through positive thought and selfless actions, and he has been a passionate motivational speaker and teacher for over three decades. Vinney Chopra came to the United States more than 40 years ago with $7 in his pocket. After earning a Mechanical Engineering degree and an MBA, Vinney decided to leave that world and become a motivational speaker and fundraiser. Vinney earned his real estate broker's license  and has dedicated his career not only to mastering the field of fundraising and motivation through speaking engagements and the art of building wealth through real estate investing, but more importantly, to sharing that knowledge and expertise – and his passion for doing good – with others. Vinney turned his attention to multifamily investing and syndication a few years after becoming an active commercial real estate broker in California in 2004. He and his team have built his business from the ground up, learning effective techniques, ideas and concepts and putting them into action. He has done 26 syndications – 12 of them in the last 24 months – and now is able to raise $5 million to $10 million for his offerings in only a few days, in many cases. He is a systems guru (in the best sense of that term!), having designed proven systems of underwriting, acquisition, team building, presenting, syndication and management of multifamily investment properties. Vinney's companies have controlled more than $172 million in multifamily assets. Key Points Lessons learned from 26 successful syndication Invest in yourself first Surround yourself with great people – brokers, attorneys, accountants, property managers, etc. Do your due diligence Target 5-7 brokerage firms Raising $6M in two days Resources http://www.vinneychopra.com/ (VinneyChopra.com ) https://www.getsigneasy.com/ (SignEasy) – eSignatures for your everyday business needs. Sign contracts, invoices, quotes, agreements, and other important documents in minutes, hassle-free.   Contact Vinney Vinney@MoneilIG.com  

Welcome to the first ever episode of PayPod: The Payments Industry Podcast! This week, we're talking about innovations in payment gateways. Helping us explore this are our guests from PDCflow, Stefan Tapia and Matt Thomas. PDCFlow is an application that allows multi-channel payments with integrated eSignatures for compliant payment authorizations, all on one central platform. Listen in to learn how it works, and what payment gateway innovation can do for your business in regards to reducing chargebacks, and more. Find show notes and more at: http://www.soarpay.com/podcast/

In our 16th Overtime episode, Dan chats with Danielle Evans—a visual artist, letterer, and designer from Columbus, Ohio. Back in 2013, she combined lettering, photography, and dad jokes to start food typography. Since then she's been doing amazing stuff with food and real life objects to create lettering masterpieces. She's worked with incredible companies like Target, Disney, American Greetings, Parade, Conde Nast, and more. This episode is brought to you by HelloSign—the most powerful platform for your business agreements. With HelloSign's API, you can collect eSignatures right from your own interface. That's great for all us product folks interested in building seamless useful experiences right in our own products. Start using HelloSign to embed documents directly on your website with just a few lines of code! In this episode, Danielle recounts starting a design career during the recession and how she got the idea for food typography. Dan and Danielle also talk about talks about how she prepares for her food lettering pieces, the value of community, the temporary nature of her work, learning other skills like photography to support her work, and more. Dribbble Shots: Spread the Love Ice Queen 420 Broccoli Branded Food Type Case Study Links Mentioned in Overtime: Danielle Evans on Dribbble Food Typography Danielle's website Danielle on Twitter Danielle's latest project KANYEGG

In our 16th Overtime episode, Dan chats with Danielle Evans—a visual artist, letterer, and designer from Columbus, Ohio. Back in 2013, she combined lettering, photography, and dad jokes to start food typography. Since then she's been doing amazing stuff with food and real life objects to create lettering masterpieces. She's worked with incredible companies like Target, Disney, American Greetings, Parade, Conde Nast, and more. This episode is brought to you by HelloSign—the most powerful platform for your business agreements. With HelloSign's API, you can collect eSignatures right from your own interface. That's great for all us product folks interested in building seamless useful experiences right in our own products. Start using HelloSign to embed documents directly on your website with just a few lines of code! In this episode, Danielle recounts starting a design career during the recession and how she got the idea for food typography. Dan and Danielle also talk about talks about how she prepares for her food lettering pieces, the value of community, the temporary nature of her work, learning other skills like photography to support her work, and more. Dribbble Shots: Spread the Love Ice Queen 420 Broccoli Branded Food Type Case Study Links Mentioned in Overtime: Danielle Evans on Dribbble Food Typography Danielle's website Danielle on Twitter Danielle's latest project KANYEGG

VoiceAmerica and SAP team up at SAPPHIRE NOW 2017! Bonnie D Graham, host of, Coffee-break with Game changers and SAP radio. Join in today as are wrapping up the Live event with Thought Leader live at SAPPHIRE NOW 2017! Don't miss the inspiring Thought Leadership talk radio on technology and business topics that are changing the game!