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 Readiness Form 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 and attach it to the Readiness Form (also accessed below) which you should submit after your team completes all of the lessons in this stage. Once you have submitted the form with the Customer Profile and your insitution’s logo attached, 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
  • Submit Readiness Form
  • 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., Hometown Bank Customer Profile.PDF) when submitting it with the Readiness Form.

This PDF serves as a summary guide for all lessons in Stage 1.

Use this link to access the Readiness Form for Stage 1. Once submitted, your IMM Project Manager will contact you to schedule your Kick-off call.

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 within one business day.

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.