Five Change Management Tips to Help You Do More With Docusign

When deploying new technologies, change management is a key part of growth, and it becomes even more important as adoption increases. As use cases multiply, digital solutions impact more business workflows. When moving from simple eSignature solutions to more complex deployments, strategic planning and expert guidance are proven to help organizations succeed.

To get the most out of Docusign , widespread adoption and usage are key. A successful digital transformation starts by understanding your organization’s pain points and potential implementation barriers. 

Our Customer Success team has been working closely with the California Department of Water Resources (DWR) for over two years. In a recent discussion with Kevin See, Deputy CIO at DWR, we dove into what change management looks like in his organization and how it’s possible to move quickly in an industry that’s often reticent when it comes to adopting new technologies. He and his team applied the change management best practices below during his department’s recent digital agreement transformation with Docusign. 

Below are five takeaways from our new white paper on change management, which provides an in-depth look at how other organizations embrace change, as well as best practices to get your organization on board.

Key Components of Change Management

1. Executive Sponsorship 

Identifying an executive who shares your vision for digital transformation will help push your project forward. Involving a leader who can communicate with other executive stakeholders as well as implement new employee policies will make the process easier. 

2. Communication 

Clear and effective communications will also aid in your expansion by getting stakeholders on board with the importance of digital transformation and the positive impact it can bring to their work. These communications should include information about why you’re implementing Docusign, how to use it and where to go for more information. 

If other teams in your organization have implemented a new digital solution, consider sharing success stories to build credibility and brew excitement around what’s to come. Internal success stories are excellent; external case studies about organizations in your industry can be helpful as well. Both options show how going digital improves workflows and increases productivity, saving time and money across the board. 

3. Training

Enablement goes hand-in-hand with communication. Supplying your end users with adequate training will ensure that your center of excellence doesn’t get overwhelmed by addressing common troubleshooting questions.  

Docusign offers multiple ways to enable users without having to create your own material. Docusign University offers self-paced and instructor-led deep dive courses for users to gain the knowledge and skills they need to succeed. Additionally, the Knowledge Market offers a library of best practice whitepapers and industry-specific playbooks that serve to drive further adoption and enablement. 

4. Support

Setting up a support team with defined roles and responsibilities will make your rollout more efficient, as well as lay the groundwork to expand into other departments or to adopt additional solutions. Some support roles to consider include those responsible for troubleshooting or for the intake of new cases. 

5. Metrics & Adoption 

Evidence that supports your success is critical for future expansion. Be sure to collect success stories from your end users to share with other departments and executives and showcase the value that your Docusign solution brings to your organization.

Change doesn’t have to be intimidating. Step by step, everyone can get on board and gain confidence in doing things in new ways. The resulting cost and time savings from increased efficiency and productivity make for a win-win all around.  

Get ready to scale your organization’s digital transformation and agree better through effective change management.