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Gift Agreement Metric and Complexity Level Assignments

  • 1.  Gift Agreement Metric and Complexity Level Assignments

    Posted 2 days ago
    Good afternoon, 
    My team has been working on developing and enhancing our gift agreement metric, tracking, and complexity level assignments for a while. We are automating the process within DocuSign CLM to help with the following:
    • Predictive modeling of when we are likely to have gift agreement increases. 
    • Tracking the gift agreement at various stages.
    • Assigning complexity levels to help direct who should be reviewing the agreement and how long it should take. 
    • Reviewing error rates. 
    • How many gift agreements each DO is submitting? 
    • Tracking increase in request to be able to see if we need to hire more staff. 
    I have shared what we have been working on but would anyone else be willing to share.  Also, would anyone be willing to get on a call with us to discuss this? We can get a few people on the line to discuss. 
    If you are interested, here is a Doodle. Please signup here. 


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    Sarah Thomas
    Director Donor Services
    NC State University
    srthoma3@ncsu.edu
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  • 2.  RE: Gift Agreement Metric and Complexity Level Assignments

    Posted 2 days ago

    Sarah

    We considered docusign CLM-but realized it just wouldn't happen.  I built a super simple process in Trello.  It is new but our team is very excited about it.  Would happy to jump on a call and show you how it operates. With the exception of 'reviewing error rates' (not sure what that means but would like to hear more), I think it can track the agreements and provide data for stats.  Please know it is VERY scaled down-maybe better for a small shop???-- but we think it will be  effective.  Happy to show you via zoom if you are interested. 

    Best,

    Tracy

     






  • 3.  RE: Gift Agreement Metric and Complexity Level Assignments

    Posted yesterday
    Tracy,

    I would love to see it. 






  • 4.  RE: Gift Agreement Metric and Complexity Level Assignments

    Posted yesterday
    Good morning, 

    There will be a few of us talking about gift agreement metric, tracking, analytics, scoring and complexity levels on July 27, 2021 at 3PM EST. Here is the link if you would like to join