Designing a Secure AI Environment
Executive Summary
Across every industry, AI is showing up in more tools, more teams, and more workflows than ever before. But for them to get the best value from AI, they need governed, visible, and secure systems – not fragmented tools that create hidden risks.
Access this guide to learn how DocuSign approached enterprise AI adoption, from a controlled pilot to a full-scale rollout. Plus, learn how DocuSign successfully adopted Rovo by involving security and legal teams early, expanding access in measured stages, and building trust through human-in-the-loop workflows before scaling agents.
Key takeaways:
- A phased rollout that builds confidence: DocuSign started with a controlled pilot for power users and low-risk data, then expanded adoption with proven use cases and clear guidelines.
- Security as an enabler, not a blocker: Rovo’s built-in permissions model, which only lets AI surface information users already have access to, helped DocuSign’s security team speed up adoption instead of slowing it down.
- Measurable impact that makes the case for expansion: By tracking results like 75% faster ticket creation, DocuSign had the proof needed to expand AI adoption with leadership support.