RSM Australia’s previous PDF tool did not integrate well with iManage, causing data issues that equated to lost billable hours. The company often works with government agencies and legal documents, so a highly secure PDF solution was essential. The search for a replacement that integrated with iManage led them to Adobe, the originator of the PDF, and Adobe Acrobat.
The move to Adobe Acrobat aligned well with the CIO’s push to work with best-of-breed technology. After standardizing on Acrobat, RSM Australia decided to switch from DocuSign for e-signatures to Adobe Acrobat Sign. As part of the Acrobat Sign purchase, the RSM team had access to Adobe Professional Services to assist with the rollout and deployment of their Acrobat Sign solution and use cases. In addition to Acrobat Sign being more cost effective, the Adobe Professional Services team assisted with API integration, employee onboarding, and back-end configuration to make the transition seamless.
iManage is the hub of RSM Australia’s operations, housing approximately 22 million documents and utilizing nearly 20 terabytes of data, with those numbers only expected to increase. To create its round-trip document workflow, the firm took advantage of Zylpha’s Adobe Acrobat Sign integration that enables people to send documents for signature without leaving iManage. This reduces turnaround time and creates a more secure audit trail that tracks documents through the signing process, including who signed them, building compliance into digital workflows.
“Once we saw how well Adobe Acrobat Sign integrates with iManage, the decision to migrate was easy. Within only 30 days of moving to Acrobat Sign across our divisions, we were able to process 6,000 e-signature transactions, with no additional operating costs,” says Mike Peters, Information Manager for RSM Australia. “Now, thanks to Acrobat Sign, we’re on track to process upwards of 70,000 business documents each year.”