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Transforming Higher Education with Intelligent Agreement Management

Published Dec 5, 2024
4 min read
    • Intelligent Agreement Management (IAM) enhances and streamlines operations 
    • Docusign IAM core capabilities 
    • Results 
    • Use case examples 

As university enrollments decline in the U.S., higher education institutions must prioritize building a thriving community to attract and recruit students and faculty. To prepare for a potential decrease in tuition revenue, schools are transforming their business models to bolster grant funding, technology transfers, and patents. In addition, institutions are seeking new ways to enhance the overall student experience. 

Fortunately, Docusign solutions make it easy to adopt digital, automated workflows that advance operational transformation and prioritize student experiences. By eliminating manual and redundant tasks, Docusign helps educational institutions free up staff to focus on revenue-generating opportunities and digital-first experiences for students and faculty. 

Meet student and faculty expectations 

Revolutionize the way you connect with your faculty and students by simplifying agreement processes and allowing them to complete forms on mobile devices from anywhere. Dynamic web forms that guide the form fill and automate the next steps dramatically improve the student and faculty experience. 

Support changing business and operational models 

With new university policies and ever-changing operational models, it’s important to streamline stakeholder and decision-maker communications. Thanks to Docusign, it’s possible to shorten the creation, review, and publishing timeline of policy updates and contracts using pre-approved templates, workflows, and third-party integrations that enhance agility and collaboration. 

Prioritize department collaboration 

Campuses must be more agile and deliberate when connecting and integrating various offices and systems around campus. Docusign solutions enable institutions to coordinate communication throughout the entire school community, mitigate risk, and promote transparency. 

Advance technology transfers 

As university technology transfer offices play a critical role in commercializing research, these offices are becoming more important for revenue generation. Docusign solutions make it possible to efficiently manage volumes of documentation, provide greater visibility into the complex contracting process, mitigate risk, and accelerate the time it takes to bring research to the commercial marketplace. 

Intelligent Agreement Management (IAM) enhances and streamlines operations 

As your organization grows, Docusign IAM ensures that your operations remain efficient, allowing you to create a seamless student experience, increase security, and support compliance. 

IAM for CX: Deliver exceptional student and faculty experiences without the heavy lifting or coding. Optimized forms and agreement processes boost conversion rates with the ability to agree instantly, anywhere, on virtually any device with our secure and fast signing solution. 

IAM Core: Our preconfigured application provides all the tools you need to put agreement data to work for educational institutions. Build and deploy customized workflows, automate agreement processes, centrally store completed agreements, and transform static documents into dynamic assets that drive decision-making. 

Docusign IAM core capabilities 

Our capabilities uniquely address each step of the agreement process to help transform your institution and advance your strategic plan. 

eSignature: Securely send and electronically sign all of your institution's forms. Collect approvals online in minutes. 

CLM: An end-to-end solution that allows educational institutions to streamline the entire contract lifecycle, from creating, signing, and managing a contract. 

Web Forms: Capture data and dynamically populate content into agreements for signatures in one easy-to-use interactive experience. 

Multi-Channel Delivery: Meet students, faculty, and the school community wherever they are with multi-channel delivery, which notifies signers through email, SMS, and WhatsApp about agreements that need to be signed. 

Document Generation: Easily leverage templates to generate custom, accurate, and professional agreements in seconds, adding flexibility, speed, and compliance to your agreement process. 

Monitor: Protect critical data and agreements from unauthorized activity through round the-clock tracking. 

Notary: Empowers educational institutions’ notaries public with the digital tools they need to conduct remote online notarization (RON) transactions. 

Integrations: Docusign offers 900+ integrations and APIs so educational institutions can connect and extend workflows without ever leaving their favorite productivity solutions. 

Results 

  • 100K+

    100K+ documents flowing through Docusign every month

  • 700+

    700+ faculty agreements remotely notarized

  • 35 minutes

    35 minutes saved per execution of donor intent agreements

Use case examples 

Admissions and financial aid

Office of advancement

Academics and registrar

Enrollment applications and agreements

Verification forms

Campus housing applications

Application fee waiver

Scholarship forms

Institutional and state financial aid forms

Donation requests

Fundraising forms 

Transcript request forms

Add/drop forms

Declaration of major/minor

Internship proposal agreements 

Procurement

HR 

IT 

Master service agreements

Purchase orders

Statements of work

RFP/RFQ/RFI sign-offs

Vendor contracts 

Offer letters

On/off-boarding agreements

Performance management 

Change requests

Incident reporting

Requirements sign-offs

Access management

Maintenance authorization