Are you looking to streamline your Docusign adoption and maximize its impact across your organization? Do you want to ensure consistent standards and drive enterprise-wide success with Docusign? Consider establishing a Docusign Center of Excellence (COE) within your organization.

👉 What’s a COE? 

A Center of Excellence is a centralized team of internal experts dedicated to setting standards and driving the successful, enterprise-wide adoption of a specific technology like Docusign. It serves as a foundational element, ideally established during the implementation of your first Docusign use case, and signals your readiness to expand to more use cases or departments.

🏛️ Pillars of a COE

Here are the key building blocks and highlights of best practices for establishing your Docusign COE:

Governance is a crucial starting point for your COE. It helps your company organize operational, financial, risk management, and reporting processes, ensuring that executive teams, programs, and projects remain aligned. Governance also plays an essential role in developing and executing a change management strategy. 

Enablement Strategy: Your COE either develops the enablement strategy, including training materials and documentation, or partners with your organization's Learning Services team. The goal is to empower users to get up and running quickly with Docusign.

Resource Allocation: Ensuring access to the right resources at the right time is vital for each branch of your COE to be appropriately staffed and prepared to grow as Docusign adoption expands throughout your organization.

Support Framework: Building a clear support framework guarantees users have a defined path to obtaining on-the-job product assistance. Support teams understand your organization's Docusign usage and how to troubleshoot, and they are responsible for gathering usage trends and success metrics for the COE.

Communication Plan: Communication is critical for increasing the adoption of your Docusign solutions. A centralized communication plan allows everyone to see the overall value of the deployment and understand how it benefits their department and the company.

🧰 Additional Resources

Want to learn more about establishing a successful Center of Excellence? Check out Docusign University's valuable learning and enablement resources, designed to help you achieve your goals.

• Creating a Center of Excellence Series
• Governance: Change Management Best Practices
• Enablement: Learn By Role Learning Plans
• Resources: Create a Use Case Intake Process
• Support: Creating a Digital COE
• Communication: Adoption Guide

🤝 Share Your Experience

Do you have a Docusign COE at your organization? What pillars of a COE have been the most beneficial to your team? Let us know in the replies.