Your eSignature software is a pillar of your productivity, so the thought of switching providers probably gives you visions of chaos and downtime.
But with the right eSignature platform, it can be a smooth, seamless migration to software that transforms your efficiency, improves user and customer experiences, and reduces costs.
This step-by-step guide will help you plan a clean switch to a better eSign provider while avoiding any operational disruption.
Step 1: Evaluate where your current eSignature solution falls short
Assessing the shortcomings of your current eSign solution is the only way to identify the features you want and need in a new one.
For example:
- Does your current solution not integrate with certain tools—adding complexity to your IT stack?
- Does it meet your eSign security standards or regulatory requirements?
- Or will users simply not use it because it’s too difficult and cumbersome?
This information will direct your next step—the requirements for a new eSign solution and vendor.
Step 2: Define your requirements for a new eSign solution
Make a list of requirements for your new eSign software so you can easily evaluate the features and capabilities of vendors and their solutions. It’s critical to include the following on your list to ensure a disruption-free migration:
- Dedicated change management support: Change management should be an inherent part of your vendor’s eSign offering. The provider should be able to clearly delineate how they will support your transition, train your teams, respond to issues, and remain communicative.
- A free trial or business pilot program: You need to try before you buy. Only consider eSign solutions that let you participate in a free trial or offer pilot programs for larger teams and organizations. This also makes it a more seamless transition if you decide to implement the solution.
- Integration with your existing systems: Avoid eSign tools that will simply add to your IT stack and not play nice with your existing software.
- Compliance and security: Strong cybersecurity protocols and policies are non-negotiable, and your eSign vendor should offer assurance your organization will be protected and compliant.
Global organizations choose Nitro as their preferred eSignature provider for all of these reasons and more.
We develop a thorough understanding of our customers’ needs during the pilot phase so the switch to Nitro is effortless. Take it from mozzeno, who now processes 60,000 compliant eSignatures a year with Nitro.
“Nitro's understanding of mozzeno's needs drove a strategic deployment tailored to our unique challenges.”
Frederic Dujeux, Co-Founder of mozzeno
Step 3: Participate in a Pilot Program if possible
As mentioned above, trialing your new eSign software with a pilot program is an excellent way to allow your teams to try the solution and track your ROI before making a decision.
Not only does it ensure you are make the right choice for your money, it gives you the time to work through any potential questions or adjustments with your new provider. Use the pilot phase to test real-world scenarios in which you need the eSign tool and gather honest feedback from users.
After your pilot is over, your vendor should be able to fully migrate you to the solution faster and easier because most of your requirements and customization needs will already be in place.
Step 4: Implement your new eSign solution
While going live with new software can be the scariest step for many organizations, your eSign vendor should provide a documented process and direct communication throughout your implementation.
Nitro has perfected this process for our customers using a proven methodology. You can depend on our highly skilled and responsive specialists to make sure you experience little to no disruption to your daily workflows and operations.
“The integration of Nitro’s solution for digital signatures went very smoothly. Only 24 hours after our decision, the solution was fully rebranded to Four & Five and ready to use.”
Anneleen Vander Elstraeten, Managing Partner of Four & Five
Step 5: Train and support your team
Training has to be easy, quick, and painless for users or else they won’t maximize the value of your new solution.
Your staff should receive training and support with in-depth resources so both eSign beginners and pros effectively use the tool and get excited for how it will help them in their daily tasks.
Nitro provides comprehensive training and personalized support, as well as real-time analytics to help you track usage and ROI of our PDF and eSign solutions.
See user adoption rates and view the productivity improvements after implementation, and get help 24/7 with a qualified support team that's always on hand for any troubleshooting or questions.
Start your seamless transition to eSign success with Nitro
If you are exploring switching eSign solutions, join the thousands of organizations around the world who prefer Nitro's proven change management, dedicated customer success, and superior training and support. We are here to help you accelerate your digital transformation.
“Nitro’s expertise enabled us to seamlessly integrate eSignatures within our digital platform. It has helped us save time for our clients and employees, enhance our digital offering, and offer a superior user experience.”
Maxim D’Hoogh, Product Manager with Degroof Petercam
Learn more about Nitro’s secure eSignature solutions and flexible licensing options by getting in touch with our experts today.