STAGE 1
Introduction
Overview
Welcome to the Introduction stage!
Here we will provide you with a ground level of understanding. The lessons in this stage are intended for all institution employees who will be part of the implementation project team or need to understand the implementation at a high level. These may include IT staff, managers, directors, C-level decision makers, and subject matter experts. Much of the detail covered in the lessons for this stage will also be included in the User Preparedness stage which will be used primarily by end users who are not in a project or decision maker role.
Key Elements of this Stage
Lessons ➟ Customer Profile ➟ Kickoff Meeting
This stage consists of six lessons each of which contains a video and supporting material. Please fill out the Customer Profile, which can be downloaded using the link in the Resources section below. Once you have submitted the Customer Profile, your IMM Project Manager will schedule your kick-off call.
Objectives
The lessons in this stage will enable you to:
- Have a good understanding of what eSign is
- Understand how eSign fits in your business process(es)
- Be able to describe the essential functions of eSign to someone else
- Feel comfortable having discussions about how your institution will use eSign
- Understand what the steps are in the implementation process
Lessons in this Stage
A first glimpse at IMM eSign.
A view of the basic eSign process from the perspective of an institution’s employee.
A view of the basic eSign process from the perspective of a signing party.
See what IMM eSign actually looks like in this view of the software.
Who should be involved, and at what stage? What processes and documents should be part of the initial roll-out? What external factors should be kept in mind?
A brief overview of the implementation process, the key players, activities, and milestones.
Activity Checklist
- Identify members of your implementation team
- Complete all lessons
- Download and complete Customer Profile
- Participate in Kickoff meeting
Resources
Download this PDF and complete it to the best of your ability. Please rename the Customer Profile to include your institution’s name (e.g., ABC Institution Customer Profile.PDF).
PLEASE NOTE: If your IMM Project Manager sent you a Customer Profile in your welcome email, please use that version instead.
This PDF serves as a summary guide for all lessons in Stage 1.
Use this link to access the Onboarding Support Request form. Your IMM Project Manager will receive the details from the form, and someone will be in touch with you in 1-2 business days.
What's Next
After the Kickoff call, STAGE 2: Getting Started will begin. The team identified as your implementation team should all participate in the lessons and activities included in Stage 2.