Scope
Define which user journeys, geographies, and documents (driver’s license, passport) are included and which channels (web, mobile) are tested.
A formal proof of concept clarifies risks, cost, and legal constraints before production deployment, reduces integration surprises, and produces measurable acceptance criteria for identity assurance workflows.
Typical sponsors include security, compliance, product, and IT teams responsible for authentication and user onboarding.
Smaller organizations often run a condensed POC involving vendor feature tests and a pilot user set before enterprise rollout.
Define which user journeys, geographies, and documents (driver’s license, passport) are included and which channels (web, mobile) are tested.
List authentication and proofing methods to test: knowledge-based questions, credential analysis, biometric selfie match, MFA, and device signals.
Specify measurable thresholds for success: false-acceptance rate, false-reject rate, processing latency, and completion rate for enrolled users.
Document data capture points, retention, encryption at rest/in transit, third-party processors, and audit logging requirements.
Map controls to ESIGN/UETA, HIPAA (if PHI involved), and any sector rules; note BAA needs for vendors handling health data.
Describe test cases, sample sizes, test accounts, error-handling scenarios, and reporting cadence for stakeholders.
| Setting | Value |
|---|---|
| Authentication Level | Email link | SMS OTP | MFA |
| ID Types Allowed | Driver’s license, passport |
| Biometric Threshold | Set similarity score cutoff |
| Logging Detail | Full audit with timestamps |
Document the technical platforms, integrations, and file formats that the POC will use and test.
Confirm supported integrations and formats ahead of the pilot to prevent scope creep and ensure accurate comparisons.
2–4 weeks to finalize scope and vendor contracts
1–2 weeks to set up systems and test accounts
2–6 weeks depending on sample size
1–2 weeks to validate metrics and draft report
Formal go/no-go review after report delivery
| 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 | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |