Story
DocuSign
Julius BaerJulius Baer Adopts DocuSign for Program Management
Julius Baer, a financials organization in Switzerland, uses Web Forms from DocuSign to support program management for project and operations leads.
Value results
| Category | Value result |
|---|---|
| Capability | Named workflow replaces ad hoc routing for cross-team delivery |
| Capability | Program management stays visible to adjacent teams through Web Forms |
| Capability | Project and operations leads work from the same Web Forms record for cross-team delivery |
Story
Inside Julius Baer, program management used to depend on whoever still had the latest file. That pattern is common in financials groups working out of Switzerland. Project and operations leads needed a system that would still make sense after the original project team moved on.
Julius Baer uses Web Forms from DocuSign as the working layer for cross-team delivery. DocuSign provides electronic agreement software so organizations can prepare, sign, and manage contracts without paper routing. The practical change is simple: program management has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What Julius Baer gets from DocuSign is a durable place to run program management and a way for project and operations leads to see the same cross-team delivery at the same time.
