At NOV, most operations follow an approval process for advancing operational and payment transactions.
NOV has faced difficulties obtaining physical approvals internally and from customers.

For example, service technicians must secure internal supervisor approval before service and customer approval upon completion to process payment. Dependence on physical documents and signatures causes payment delays.

If technicians could acquire customer signatures electronically, the process would be streamlined, improving cash collections. JDE offers E-Signature functionality, but only on Apple iPads. This limitation requires technicians to use the latest iPad model—a substantial investment.

To address this, Birlasoft developed a practical solution for NOV that integrates JDE with DocuSign using Orchestrator to update signature or approval status.

The new functionality enables collection of electronic signatures on JDE PDF documents in two ways:

Sending documents directly to a customer’s email (from the JDE address book) for E-signing.

Allowing field technicians to access the PDF on their device and capture the customer’s signature on-site.

Advantages of E-Signature Functionality:
• Send, sign, track, and manage documents electronically within JDE.
• Works on any device: laptop, desktop, tablet, or mobile phone.
• Improves cash collections by accelerating payments.