Ideas & Opinions

What is the ValTeo DTM Maturity Model ©

September 5, 2017
Companies and organizations who’ve started their Digital Transformation often wish to bring about change in a controlled environment, gather the results, make any corrections before expanding the process, before applying it organization-wide.  This is not only a sound approach, it’s a well understood pattern for ensuring adoption of a solution. In this post, I’ll outline the ValTeo Digital Transaction Management Maturity Model© that can be used to not only gauge the stage of transformation for your organization, but to plan the next steps and better understand what value a fully digital business holds for you in the future.

How to Plan Your Digital Transformation

August 1, 2017
You’ve realized that in order to stay ahead of the competition and help scale your organization, you need to take your company through a Digital Transformation with a focus on automating your transactions’ approvals and closing, your Digital Transaction Management. You also know the role DTM plays in your organization’s transformation and how it differs from Paperless process initiatives of days past. Now you’re planning the transformation, how you’ll manage the change, and demonstrate success. But how do you plan for this? What tools do you use to ensure success? Starting with this post…

How To Facilitate a Face-to-Face DocuSigning

July 4, 2017
In the world of banking and wealth management, it’s imperative to conduct a DocuSigning (electronic signing via DocuSign) face-to-face. This is a common pattern in this space where Bank Associates or Financial Advisors aim to provide white-glove service in the process of closing loans or opening new accounts.  It’s also a point of confusion given the misleading DocuSign terminology of “In-Person” signing roles. So, how do you accomplish this using the DocuSign platform?
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