25% Time Saved with Contract Lifecycle Management – UNH

Before:

Technology Underutilization Leading to Year-Long Project Implementation Delay

The University of New Hampshire’s fundraising team manages thousands of agreements with their donors every year to ensure gifts to the university are used in alignment with each donor’s wishes. UNH had previously switched from Microsoft SharePoint to Docusign Contract Lifecycle Management (CLM) to manage these agreements, but the University still did too much of this work manually. They asked Spaulding Ridge to build a system that would allow them to automate more of their agreement process.

Solution:

Streamlining Donor Agreement Processes and Saving Time with Automation

Spaulding Ridge worked with UNH to understand what was working and what needed to be streamlined with their agreement processes. UNH’s administrators needed to be able to easily look up requirements and restrictions on donors’ gifts, so Spaulding Ridge began by migrating UNH’s agreements to a centralized location, creating a single source of truth. With this enhanced data source now available to administrators, UNH then tasked Spaulding Ridge to automate the process of generating new agreements.

Spaulding Ridge developed a system that allowed agreements to be generated automatically based on user-provided information and then sent for execution and storage within UNH’s new contract system. Contract routing for internal and external review became customizable, allowing both administrators and donors to quickly review the specifics of gift agreements and gain consensus. Lastly, Spaulding Ridge integrated eSign into UNH’s CLM, allowing donors to approve their gift agreements electronically, automating background checks.