Trek Bikes is one of the biggest bicycle manufacturers in the world. In addition to manufacturing the most efficient form of human transportation, the company  is committed to continuously improving their processes and practices to reflect better-world goals.  It only made sense that a company so devoted to efficiency would hold their document management processes to the same standard: A few months back we sat down with David Peterson, Enterprise Collaboration Manager, to discuss why they chose DocuSign for Office 365 and how digitally transforming the organization is in line with the company’s values.

What was the primary reason that Trek Bicycles chose DocuSign?

Well first, off, I have to tell you how much I hate paper.  It’s expensive, wasteful and I want it gone at Trek. To do that we needed a Digital Transaction Management solution with eSignature capabilities.  DocuSign was perfect for us because it is familiar to many.  In fact, I bought my first house and two cars using DocuSign. The integration with Office 365 and Dynamics CRM makes DocuSign that much easier for folks to use and easier for us to deploy and manage.

Describe how Trek Bicycles plans to use DocuSign with Office 365 and Dynamics CRM?

There are so many potential applications for DocuSign at Trek that it’s difficult to name just one.  For starters, we’d like to streamline the employee onboarding process, so the first place we’ll be rolling out DocuSign with SharePoint Online will be the HR department.  We’re also looking at our credit department and at solutions for our executives, many of whom share my feelings around paper-based inefficiencies. We’re planning to use DocuSign for Dynamics CRM to automate new dealer signups and dealer credit applications and extensions.

Could you tell us what the early expectations are for the DocuSign solution?

I expect DocuSign will reduce costs significantly and increase productivity.  Even just looking at the new employee paperwork solution alone, we expect to reduce the time it takes to process an employee by more than 90%.  Today the process for handling new employee paperwork is four hours per employee — and that’s a conservative estimate. We believe we can reduce new employee processing time to 15 minutes with DocuSign.  In May, we hired 70 people — and consequently, someone spent a ton of time doing something that could be easily automated.

What aspect of the DocuSign solution delighted you the most?

Hands down, it’s the single sign-on functionality.  Because we’re 100% deployed on Office 365 and use Azure Active Directory, we can set our users up to sign into DocuSign with their Office credentials so they can easily access DocuSign directly from within Word, Outlook, and SharePoint.

What advice would you give to someone else considering DocuSign?

 It really doesn’t take much work to figure out how an organization can save resources by adopting DocuSign.  Just pick out a couple of departments and ask them how much time they think they spend on managing paperwork then pilot the solution with the department(s) where they will see the most impact.

Great. Thank you for taking the time to speak with us! 

No problem. Thanks for having me!

Want to learn more about DocuSign’s Office 365 solutions? You can right here. 

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