AI Answers and Dashboards: Unlock Real-Time Visibility in Your eSignature Workflows

eSignature workflows power mission-critical business operations — from loan applications and employee contracts to onboarding forms and compliance documents. As organizations scale, they often process thousands of signatures each day.

But with high volume comes complexity. Without clear visibility into what happens after documents are sent for signing, bottlenecks can build up silently, slowing processes, frustrating customers, and impacting revenue.

To address these challenges, OneSpan introduces two major innovations:

• Transaction Dashboards
• AI Answers

Together, they provide deeper insight into eSignature performance and make analytics accessible through intuitive dashboards and natural language questions.

The Visibility Gap in eSignature Workflows

Many organizations face the same issue: once a document leaves their system, they lose visibility into its journey. This creates fundamental questions:

• Where exactly are transactions getting stuck?
• Which signers or steps cause the longest delays?
• Are some workflows consistently slower than others?
• How do volume peaks impact performance?

Without answers, administrators can only react after a problem affects customers or operational SLAs. This leads to:

• Growing backlogs with unclear root causes
• Unoptimized resource allocation during peak periods
• Missed opportunities for systematic process improvements

The workflow may function — but it doesn’t perform at its full potential.

Gain Clarity with OneSpan’s eSignature Transaction Dashboards

OneSpan Sign’s Transaction Dashboards give administrators a clear, real-time view of eSignature performance using intuitive, visual reports. Instead of guessing where bottlenecks occur, teams can instantly see what needs attention.

Three Dashboards for Complete Operational Insight

1. Transaction Performance Dashboard

A high-level overview of transaction status, including completion and failure rates. Administrators can quickly spot where signers drop off or where documents remain idle.

2. Transaction Velocity Dashboard

Shows how long transactions take to move through each workflow stage. This makes it easy to identify slow steps or recurring delays in specific processes.

3. Transaction Volume Dashboard

Provides month-over-month analysis of transaction volume and statuses. Ideal for identifying peak periods and seasonal trends to optimize staffing and workload distribution.

Take Proactive Action, Reduce Delays, Improve Experience

These dashboards do more than display data — they empower teams to act before delays escalate.

For example, the Transaction Volume Dashboard highlights peak workload periods, helping organizations adjust in real time:

• Reallocate resources
• Extend operational coverage
• Balance tasks across departments
• Introduce automation where needed

During slower periods, teams can focus on training, process improvements, or strategic projects — maximizing operational efficiency year-round.

Deeper Insights with AI Answers

While dashboards provide powerful visual analytics, AI Answers takes insights to the next level. Administrators can ask simple, natural language questions, such as:

• “How many transactions were completed last week?”
• “Which departments have the highest completion rates?”
• “Where do delays happen most often?”

AI Answers then analyzes the full transaction dataset and responds instantly — no data analyst required.

Continuous Improvement Through Built-In Feedback

OneSpan includes a feedback mechanism directly within AI Answers. Administrators can rate the relevance of responses, helping refine and enhance AI performance over time. This creates a collaborative improvement cycle between OneSpan and its users.

Turning eSignature Workflows Into Transaction Intelligence

OneSpan Sign’s Transaction Dashboards and AI Answers represent a major evolution in digital transaction management. Instead of simply capturing signatures, organizations can now:

• Identify bottlenecks before they impact customers
• Optimize workload distribution
• Drive data-driven decisions
• Improve signing completion rates
• Strengthen the overall customer experience

In a market where speed, accuracy, and experience differentiate leaders from followers, these insights deliver a genuine competitive edge.

Experience the Future of Digital Transaction Intelligence

The next generation of digital workflows goes beyond collecting signatures — it’s about understanding, optimizing, and continuously improving every step of the process.

Contact Softprom to schedule a custom OneSpan demo and discover how AI Answers and Transaction Dashboards can transform your eSignature operations.