“Every time a new enterprise-related integration process was needed, Dell Boomi has proven it could scale to meet the demand while maintaining the security our business requires.” — Long Lam, Director, Enterprise Architecture, DocuSign

DocuSign’s cloud-first strategy relies on Dell Boomi AtomSphere integration platform as a service (iPaaS) to lower costs, increase scalability and enable data-driven decision making across the enterprise.

DocuSign, Inc. is changing how business gets done by empowering more than 100,000 companies and more than 50 million users in 188 countries to sign, send and manage documents anytime, anywhere, on any device with trust and confidence. By replacing printing, faxing, scanning and overnighting documents, DocuSign offers the easiest, fastest, most trusted way for organizations of every size to accelerate digital contracts, approvals and workflows.

Business need

As a fast-growing global business, with 50,000 new users joining the DocuSign Global Trust Network every day, DocuSign needed a centralized integration solution to share data among a rapidly expanding list of applications used by business units at its offices around the world. Given the types of business-critical transactions that it handles for customers, the company’s success hinges on ensuring carriergrade reliable, bank-grade secure and compliant services to customers within an ever-changing legal and regulatory climate.

Replacing manual processes and point-to-point solutions

DocuSign’s business units used a variety of applications to meet their needs, and they typically handled the integration of those applications in an ad-hoc manner. Data moved from one system to another using a manual process of exchanging spreadsheets, and extracting and loading data onto individual users’ computers. Each business unit managed the integration process — which led to inconsistencies in the data.

As the company expanded geographically and through acquisitions, there were new applications to integrate, and the data from those applications needed to be shared throughout the organization. DocuSign sought a new solution that increased the organization’s agility, scalability and auditability.

Solution

iPaaS powers the enterprise and lowers TCO

Initially, DocuSign looked for an integration solution because the company needed to efficiently manage a large ERP data migration during implementation of a new system. With Dell Boomi AtomSphere iPaaS, DocuSign found a unified, scalable integration platform that simplified the ERP data migration, streamlined its business processes and increased the speed of data sharing between key business applications.

“As we became familiar with Dell Boomi, we realized that we could leverage AtomSphere for new use cases and integration requirements,” said Long Lam, director of enterprise architecture for DocuSign Information Technology. Dell Boomi’s single-platform, multitenant architecture fit with the DocuSign cloud-first IT strategy, eventually becoming the standard for application integration across the entire organization — centrally managed by IT. “We made a strategic decision to use Dell Boomi as a platform, with enterprise applications managed by a single team within DocuSign,” said Lam.

Automating business processes significantly reduced the man hours previously allocated for manual data loads, and allowed business units to reassign those resources to business-critical tasks.

Moving to the 100 percent, cloud-based Dell Boomi platform also meant that DocuSign could scale up or down, easily changing the subscription in response to business requirements, paying only for the connectors they need.
Data sharing improves employee and customer satisfaction

Today, instead of shuffling around spreadsheets, DocuSign uses AtomSphere to share data between a number of business-critical platforms, including systems for billing, expense management, customer relationship management, human resources, enterprise resource planning, as well as DocuSign’s own product. The automated, standardized and repeatable processes put accurate and current data within the systems that employees use every day, simplifying the user experience and enabling data-driven decisions across the organization.

“By providing DocuSign product-based information to key systems, AtomSphere is enabling better business decisions,” said Lam. “Sales leaders now have access to real-time data for daily forecast meetings across all sales groups.” The ease of data sharing helps to streamline business processes well beyond the IT team. DocuSign’s monthly accounting close has been transformed: what used to require several extended work days now takes a few hours. Integrating with the human resources system allows DocuSign to quickly and easily activate and deactivate user accounts across enterprise systems.

Customers also benefit from seamless data sharing as AtomSphere has streamlined DocuSign’s refund process. Today, the refund request forms created in its CRM system automatically send refund data to its billing system for more accurate billing now that 80 percent are processed end-to-end automatically. Plus, processing time for refunds was reduced by 78.5 percent.

Meeting agility and scalability needs — securely

DocuSign is entrusted with legal documentation as well as customers’ personal data. As a result, security and compliance are of the utmost importance, especially in light of a constantly changing legal and regulatory environment worldwide. By working with AtomSphere, DocuSign has reduced its IT footprint and automated processes, making monitoring and compliance easier and more efficient. Managing data effectively has helped DocuSign achieve and maintain its ISO 27001 and SSAE-16 (SOC 1 and SOC 2) certifications.

As the company increased in size, DocuSign eventually upgraded to the AtomSphere enterprise package. Using a single, cloud-based integration platform helped standardize processes and greatly simplified onboarding of applications — regardless if they were the result of an acquisition or a business-unit request.

“Every time a new enterprise-related integration process was needed, Dell Boomi has proven it could scale to meet the demand while maintaining the security our business requires,” said Lam. It also gave DocuSign greater control and flexibility — allowing the company to experience efficiencies of scale and faster time to value.

“That’s a big reason why we invested in Dell Boomi. It has allowed us to scale, so we can grow with our customers to ensure their continued success with DocuSign,” Lam said.