Georgetown University is undertaking a digital transformation called Project GU 360 to create a centralized portal for students, faculty, and alumni. They are partnering with DocuSign to digitize academic forms and create integrated digital workflows to improve processes. DocuSign allows forms to be signed electronically, data to be automatically populated, and agreements to be tracked digitally. This streamlines processes, saves time, reduces errors, and improves the user experience for students and faculty.

1. Anticipating and Meeting Evolving
Student Expectations in a Digital Era
Georgetown University & DocuSign

2. Doug Little
Senior Assistant Dean
& Director of
Academic Affairs
Sarah Hawkins
Project Lead for
Administrative
Applications
Ryan Hansen
Sales Manager,
Higher Education

3. What we’ll cover today
01 Georgetown University’s Digital Transformation
• Project GU 360
• Digitizing academic forms with DocuSign
• Data strategy for the future
02 DocuSign for Higher Education
•
•
03 Q&A

4. Georgetown University’s
Digital Transformation

5. Georgetown University 360
What we plan
to deliver:
• Replacement for our
advancement and
explore systems
• Centralized portal for
students, staff, and
faculty to easily access
all critical information
about students
Goals for this
implementation:
• Provide a personalized
experience for
students, faculty, and
alumni
• Integrate data to
create meaningful
engagements
GU360 is Georgetown’s implementation project of Salesforce, the industry-leading
CRM system
Image by Brad Feinknopf

6. GU360 Vision: A Building Digital Home
Personalized Experience for
Digital Savvy Students
• One stop shop for all of a student’s needs
• Cura personalis
• Personalized journeys around common
passion points
• Life-long engagement
Image by Brad Feinknopf

7. Partner with DocuSign to Create the Future
Digitize Academic Forms and Create
a Digital File
• Improve business processes
• Automate workflows to benefit both
students and faculty
• Improve data collection
Image by Georgetown Law

8. The Chaos of Paper Forms Before

9. Integrated Digital File Solution

10. Workflow for Request for Leave
Student
submits request for
leave or withdraw
Advisor
completes form
and approves
request
If for medical
reason: get
approval from
CAPS
If international
student: get
approval from
OGS
Program Director
or Dean
approves request
Registrar
approves and
processes request
Auxiliary Office
receives form
OGS
Library
GoCard
Student Financial Services
Financial Aid
Residential Living
Student Health
Auxiliary Services
Student Employment
Student is notified of approval or denial

11. Workflow for Adding or Dropping a Course
Undergrad
Student
requests to
add/drop a course
Faculty
approves request
Dean
approves request
Program Director
approves request
Registrar
approves and
processes request
Graduate Student
requests to
add/drop a course
If
international
student: OGS
is notified
Student is notified of approval or denial

12. The Power of Autofill
Amazon Experience
Smart
technology that
collects and
recalls data
Eliminate data
discrepancies
scattered
amongst
various sources
Improve our
data validation
at point of
collection
Empower
students by
building trust

13. Improving Data Collection
Expand student record outside of SIS
Opportunity to
build upon
existing data to
improve user
experience
Create
comprehensive
Salesforce
record to allow
for greater
reporting and
forecasting
Potential to
leverage
Einstein/AI
in future

14. Goals of DocuSign Integration
Enhance student and
faculty user
experience
Improve accessibility
and auditability of
data
Win back time for
faculty to spend more
time on student
relationships

15. DocuSign for Higher Education

16. Focusing on agreement processes across student services
and faculty operations
• Meal Plan Agreements
• Occupancy Agreement
• Title IX Reporting Form
• Transfer Roommate Request
• Campus Police Forms
• Parking Permit Application
• Health Services & Medical
• Student Organization Application
• Greek Life Forms
• Student Government Forms
CAMPUS LIFE
• Scholarship Forms
• FAFSA Form
• CSS/Financial Aid PROFILE
• Institutional Financial Aid Form
• State Financial Aid Form
• Income Verification
• Loan Adjustment Request
• Noncustodial Waiver Request
FINANCIAL AID
• Transcript Request Form
• Add/Drop Form
• Declaration of Major/Minor
• Records Request Form
• Internship Proposal Agreement
• Independent Study Proposal
• Part-time Student Petition
• Academic Overload Request
• External Credit Equivalency Form
• Request to Graduate
ACADEMICS &
REGISTRAR
ADMISSIONS
• Enrollment Applications
• Enrollment Agreement
• Verification Forms
• Campus Housing Application
• Application Fee Payment/Waiver
• Early Decision Agreement
• Admission Deferral Form
• Residence Questionnaire
ALUMNI RELATIONS
• Alumni Membership Form
• Donation Requests
• Fundraising Forms
• Diploma & Certificate Reissue
Requests
• Student Career Relations: Non-
Disclosure Agreements
• Student Loan Deferment Forms
• Reunion Reimbursements
• Asset Tracking
• Change Requests
• Requirements Sign Off
• Access Management
• Incident Reporting
• Production Change Authorization
• Maintenance Authorization
• Real Estate Approval
IT/OPERATIONS
• NDAs
• Contract Management
• Internal Compliance
• Shareholder Agreements
• Licensing Agreements
• Patent Applications
• Memoranda of Understanding
LEGAL
• Invoice Processing;
• Expense Processing
• Capitalization Management
• Audit Sign Off
• Policy Management
• Asset Transfer/Retirement
• Grant Applications
• Inventory Sign Off
FINANCE
• Master Service Agreements
• Purchase Orders
• Statements of Work
• RFP/RFQ/RFI Sign Off
• Vendor Contracts
• Supplier Compliance
• Service Level Agreements
• Software License Agreements
PROCUREMENT
• Offer Letters
• New Hire Paperwork
• Candidate NDA
• On/Off-boarding Agreements
• Employee Policy Agreements
• Performance Appraisal
• Compensation Plans
• Equity/Stock Grants
HUMAN RESOURCES

17. Every institution has a system of agreement whether they know
it or not. It’s just not built for the speed of today’s operations.

18. A legacy system of agreement brings many problems
Manually
routing and
signing
agreements
with paperFilling in an
agreement with
information you
already have
Manually
entering info
from a signed
agreement into
other systems
Difficulty
finding a
completed
agreement

19. The status quo has real costs
$36
Outdated manual,
paper processes
that people hate
Legal risk due to
lack
of standardization
and security
Days
Per agreement of
wasted resources
and slower speed
to revenue
Lost waiting for
agreements to be
completed

20. DocuSign helps streamline processes to improve your students’
experience while making your budget stretch further
ADMISSIONS FINANCIAL
AID
ACADEMICS &
REGISTRAR CAMPUS LIFE
ALUMNI
RELATIONS
Enrollment
Agreement
Campus Housing
Application
Scholarship Forms
FASFA Form
Institutional
Financial Aid Form
Transcript Request
Form
Internship Proposal
Agreement
Request to Graduate
Student
Organization
Applications
Title IX Reporting
Form
Transfer
Roommate
Request
Alumni
Membership Form
Diploma &
Certificate Reissue
Requests
Student Loan
Deferment Forms

21. And we help you get the most out of your current investments
Out-of-the-box
Popular Productivity Apps
Easy-to-use
Quick to deploy
Flexible
ERP, SIS, CRM, CLM, HRIS
Embed in websites
Stand Alone
Apps
Custom End-to-End
Workflows
Pre-Built
Integrations

22. Why institutions choose DocuSign for Salesforce (DfS)
Win
Time Back
Simplify
The Day-to-Day
Work
Smarter
• Configure quotes faster
• Quickly predict forecasting
• Automate routing updates
status without admin
involvement
• Reducing mundane work
• Signing made simple
• Increase value by creating
a contextual experience
• Reduce data entry errors
• Set auto stage changes
• Intelligent template
recognition to auto- and
pre-populate documents
• Einstein can be trained on
DocuSign for better
insights and prediction

23. Q&A