Are electronic signatures legally valid?

Yes. Electronic signatures are legally enforceable under the federal ESIGN Act (15 U.S.C. §7001) and UETA in most states, provided intent, consent, attribution, and reliable record retention are satisfied.

When is notarization required?

Notarization is generally not required for implementation statements, but some jurisdictions or specific transaction types may request notarized acknowledgements; verify local notary rules or RON availability.

How do I show signer authority?

Record the signer's title and capacity in the signature block, and retain supporting corporate documents or a board resolution when necessary to prove authority.

What to do after a signed change order?

Attach the signed change order to the original implementation statement, update milestone schedules, and notify finance to adjust invoicing triggers.

Can I rely on remote notarization?

Many states now permit permanent RON with identity proofing and recording; confirm state requirements since California, Massachusetts, and some others have more limited RON rules.

How long should I keep executed statements?

Retain for at least the active term plus 3–7 years depending on business needs and regulatory obligations; follow IRS and HIPAA retention rules where applicable.

Electronic Signature
Templates
Miscellaneous
Business Implementation Statement

Business Implementation Statement

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Business Implementation Statement

Statement ID:

Parties and Project Identification

Business / Project Name Project Reference Client Name Client Address Service Provider Service Provider Address

Recitals

WHEREAS, Client Name: has engaged Service Provider: to perform implementation services for the Project Reference: .

WHEREAS, the parties intend this Business Implementation Statement to detail the scope, schedule and payment terms that supplement any existing master agreement or purchase order identified as Agreement Reference: , effective as of Effective Date: .

Scope of Work

The Service Provider shall perform the following implementation services, deliverables and acceptance criteria. The description below shall control the work to be performed and any change shall require a written change order signed by authorized representatives of both parties.

Detailed Scope

Payment Terms

Compensation for the services described in this Statement shall be as set forth below. Unless otherwise specified, all amounts are stated in U.S. dollars and invoices are due in accordance with the schedule below.

Total Contract Value Deposit / Initial Payment (if any) Payment Schedule / Milestones

Invoices shall be submitted to the Client and are payable within days of receipt unless otherwise agreed in writing. Late payments shall incur interest at the lesser of (a) % per month or (b) the maximum rate permitted by applicable law. A flat late fee of may also be applied after days overdue.

Term and Termination

This Statement commences on Start Date: and, unless earlier terminated in accordance with this Section, expires on End Date: .

Either party may terminate this Statement for convenience upon prior written notice to the other party delivered at least days prior to the effective date of termination. Either party may terminate immediately for material breach if the breach is not cured within days after written notice specifying the breach.

Confidentiality

Each party (the "Receiving Party") shall hold in confidence and not disclose any non-public, proprietary or confidential information received from the other party (the "Disclosing Party") except as required to perform its obligations under this Statement. Confidential information does not include information that is (a) generally known to the public other than by a breach of this Statement, (b) rightfully received from a third party without restriction, or (c) independently developed without use of the Disclosing Party's confidential information.

The obligations in this section remain in effect during the term of this Statement and for a period of years following termination or expiration, unless a longer period is required by law.

Acknowledgement: By checking this box the signatory acknowledges the confidentiality obligations above and affirms that they have authority to bind the party.

Governing Law; Allocation of Remedies

This Statement shall be governed by and construed in accordance with the laws of the State of , without regard to conflict of law principles. The parties agree that monetary damages may be inadequate for breaches of confidentiality and that equitable relief may be sought in addition to any other remedies available at law or in equity.

Entire Agreement; Amendments

This Statement, together with any referenced master agreement, purchase order and any executed change orders, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements and understandings, whether written or oral. No amendment or waiver of any provision of this Statement shall be effective unless in writing and signed by authorized representatives of both parties.

Assignment: Neither party may assign or transfer its rights or obligations under this Statement without the prior written consent of the other party, except that either party may assign to an affiliate or in connection with a change of control of such party.

Signatory Authority: Each individual signing below represents and warrants that they are duly authorized to execute this Statement on behalf of the party for which they sign.

Client:

By:

Date:

Service Provider:

By:

Date:

What a Business Implementation Statement Is and When Teams Use It

A Business Implementation Statement documents how an organization will execute a specific initiative, project, or change program. It typically identifies parties, scope, responsibilities, deliverables, milestones, resource commitments, acceptance criteria, and governance. The statement aligns stakeholders on timelines, roles, and dependencies and is used by project managers, operations leads, and contracting parties to reduce ambiguity during rollout. It can be a standalone agreement or an exhibit to a master services agreement and is frequently used to support invoicing, change control, and performance measurement.

Why a Clear Implementation Statement Matters

A precise Business Implementation Statement reduces disputes, clarifies responsibilities, and speeds approvals by converting verbal plans into measurable commitments.

Who Prepares and Reviews a Business Implementation Statement

Typical contributors include project managers, contracting officers, legal reviewers, and client representatives who confirm scope and risk allocation.

Project Managers and PMO leads — draft timelines, resource allocations, and acceptance criteria for operational handoff.
Legal and Contracts — review liability, indemnity, confidentiality, and change-control language before signature.
Finance and Procurement — confirm payment milestones, invoicing triggers, and budget alignment with procurement rules.

The document is finalized by authorized signers and distributed to operational teams for execution and recordkeeping.

Core Elements to Include in a Professional Statement

A complete Business Implementation Statement organizes obligations and measurable outcomes so teams can track progress and verify performance against agreed criteria.

Parties

Full legal names of contracting entities and any acting representatives, including corporate form and state of organization.

Scope of Work

Concise description of deliverables, features, or services with measurable acceptance criteria and any excluded items.

Deliverables & Milestones

List of deliverables, delivery dates or windows, milestone acceptance steps, and associated deliverable owners.

Responsibilities

Role-level responsibilities for each party, including resource commitments, dependencies, and escalation paths.

Payment & Invoicing

Payment triggers, amounts, invoicing instructions, and any retainers or holdbacks tied to milestones.

Change Control

Procedure for requested scope changes, approval workflow, impact assessment, and adjustment to schedule or fees.

Step-by-Step: Completing a Business Implementation Statement

Follow these sequential steps to prepare, review, and finalize the statement with minimal rework.

01

Draft Core Data: Enter parties, effective date, and concise scope.
02

Define Deliverables: List milestones, owners, and acceptance criteria.
03

Confirm Finance Details: Add payment terms, invoicing instructions, and tax treatment.
04

Review and Sign: Have legal and authorized signers approve and execute.

How to Configure an Online Workflow for This Statement

Recommended workflow settings reduce signer friction and preserve an audit trail when using an eSignature platform.

Field	Configuration
Authentication	Email plus optional SMS code for signer identity
Templates	Save as reusable template for repeat projects
Conditional Fields	Show payment fields only if milestone paid
Audit Trail	Enable IP, timestamp, and action log capture

Where to Send, Submit, and Archive the Completed Statement

Follow this routing pattern to ensure the executed statement reaches stakeholders and legal records.

Upload to Repository: Store executed copy in contract management or document vault.
Notify Stakeholders: Email finalized PDF to project, finance, and legal teams.
Trigger Work Orders: Create tasks or tickets tied to accepted milestones.
Archive for Retention: Retain per corporate records policy and regulatory requirements.

Digital Signing and Integration Considerations

Choose platform features that match your compliance requirements and automation needs to reduce manual handoffs and preserve evidentiary records.

Integrations: Salesforce | NetSuite | Google Workspace | Microsoft 365
File Formats: PDF | DOCX | HTML | Excel
Security: TLS 1.2/1.3 and AES-256 encryption

Comparing eSignature Options for Executing a Business Implementation Statement

Platform pricing and core capabilities vary; select a vendor that supports required compliance, bulk sends, and integration with your systems.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	Yes, 7-day	No	No	No	No
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No
Envelope Cap	No cap	100 envelopes/user/yr	Varies by plan	Varies by plan	Varies by plan

Common Mistakes to Avoid When Preparing the Statement

Vague scope descriptions that omit excluded services, causing scope creep and disputed invoices.
Missing acceptance criteria for deliverables, which delays signoff and milestone payments.
Incorrect signer authority or unsigned approval lines, risking unenforceability or payment holds.
Failing to capture audit trail metadata when using eSign, which weakens evidentiary value in disputes.

Risks from an Incomplete or Incorrect Statement

Payment Delays: Invoices withheld

Contract Disputes: Litigation or arbitration risk

Regulatory Exposure: Data handling violations

Operational Delays: Missed milestones

Rework Costs: Higher project expense

Evidentiary Gaps: Weak audit trail

Practical Tips for Accurate and Efficient Completion

Adopt these practices to reduce approval cycles and improve enforceability when using digital workflows.

Use Standardized Templates

Create and maintain a controlled template library so recurring implementation statements use consistent language, reducing legal review time and drafting errors.

Predefine Acceptance Tests

Specify objective, measurable acceptance criteria for each deliverable to speed verification and avoid disputes over deliverable quality.

Verify Signer Authority

Confirm the signer's corporate authority before signature to prevent later challenges to enforceability or performance obligations.

Capture Full Audit Trails

Enable platform audit logs with IP addresses, timestamps, and signer authentication to preserve admissible evidence of execution.

Real-World Examples of Implementation Workflows

These brief examples show how organizations use digital workflows to manage implementation commitments and approvals.

Optica Ventures

Optica streamlined execution across investors and service providers using digital statements to align deliveries and payments.

The process reduced back-and-forth by consolidating scope and signoff.
Brian Fitzgibbons, COO of Optica Ventures LLC, noted that the interface is simple and easy to use for teams and customers, improving turnaround on executed agreements.

Xerox (NetSuite)

Xerox integrated signed implementation statements with its ERP to trigger invoicing and change orders automatically.

Integration eliminated manual rekeying between systems.
Kodi-Marie Evans, Director of NetSuite Operations at Xerox, praised the flexibility for getting signatures on the right documents in the right formats.

Frequently Asked Questions About Execution and Validity

Answers to common legal and process questions when preparing, signing, and storing Business Implementation Statements.

Need help? Contact support

Are electronic signatures legally valid?
Yes. Electronic signatures are legally enforceable under the federal ESIGN Act (15 U.S.C. §7001) and UETA in most states, provided intent, consent, attribution, and reliable record retention are satisfied.
When is notarization required?
Notarization is generally not required for implementation statements, but some jurisdictions or specific transaction types may request notarized acknowledgements; verify local notary rules or RON availability.
How do I show signer authority?
Record the signer's title and capacity in the signature block, and retain supporting corporate documents or a board resolution when necessary to prove authority.
What to do after a signed change order?
Attach the signed change order to the original implementation statement, update milestone schedules, and notify finance to adjust invoicing triggers.
Can I rely on remote notarization?
Many states now permit permanent RON with identity proofing and recording; confirm state requirements since California, Massachusetts, and some others have more limited RON rules.
How long should I keep executed statements?
Retain for at least the active term plus 3–7 years depending on business needs and regulatory obligations; follow IRS and HIPAA retention rules where applicable.

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