Box can be used by marketing teams as a centralized content repository for storing assets. It allows for efficient collaboration on event planning through shared access to files and folders. Mobile access enables viewing of event binders to reduce printing costs. Overall Box improves productivity, speeds processes, and reduces data leakage risks for marketers compared to legacy systems or consumer file sharing tools.
Gigaom-Intralinks Webcast on %22Harnessing the tyranny of autonomy%22
Use Box to Close More Deals Faster with Centralized Content and Cross-Department Collaboration
1. Use Box for content
storage and sharing
(replacing a personal/
corporate drive), ac-
cesible on any device
Use Box to access
corporate content
from a
mobile device
Use Box to store,
share and collaborate
on documents and
critical projects with
team members
Use Box share
documents between
different internal
teams
Use Box to store and
manage the transfer
of content with exter-
nal parties
Use Box to transfer
information between
parties to achieve
a desired business
objective as part
of critical business
processes
Use the Box platform
to build custom apps
for internal business
processes, integrate
with existing business
applications, or to sell
as independent app
• Mac & Windows
Sync
• 15GB Upload Size
• Preview
• Full Document
Search
• Groups
• Native Apps on all
Platforms
• Mobile Preview
• Device Pinning
• Mobile Security
Controls
• Box for EMM
• Box Notes
• Comments
• Tasks
• Annotations
• Granular
Permissions
• Version History
• Granular
Permissions
• Shared Links
• Access Statistics
• Box Notes
• Managed External
Collaborators
• Usage Logs
• Granular
Permissions
• Restricted Down-
loads
• Metadata
• Automations
• Tasks
• Governance
• Box Embed
• Content API
• View API
• Developer Edition
• Partners and
Integration
Ecosystem
• Centralized
Content
Repository
• Asset Distribution
• Contract Template
Repository
• Field Sales
Activities
• Rep Training &
Onboarding
• Sales Proposal
Creation
• Internal Sales
Portal
• Virtual Deal Room
• Partner/Vendor
Portal
• Sales Contract
Management
• Custom portal
supporting internal
and channel access
to marketing assets
stored on Box
• Centralized
Content
Repository
• Asset Distribution
• Virtual Binder for
Events
• Event Planning &
Binders
• Asset Creation
• Marketing
Campaign
Execution
• Sales Enablement
• Sales/Marketing
Alignment
• Coordinate Product
Launches
• Budget Planning
• Agency/Vendor
Collaboration
• Event Coordination
& Managment
• Collaboration with
Design Agencies
• Digital Asset
Management
• Embed marketing
assets directly on
corporate websites
• Centralized
Employee Record
Repository
• Distribute
Onboarding
Materials
• Approve Offer
Letters from
Mobile Devices
• Manage Hiring
Process &
Feedback Loop
• HR Portal
• Performance
Reviews
• Headcount Planning
• Internal Job-Board
• Recruiting Event
Coordination &
Management
• Collaboration
with Recruiting
Agencies
• Automated
Onboarding
Process
• Offer Letter Review
and Approval
Process
• Integrate HR
paperwork and
company files into
corporate intranet
• Corporate User
Drive
• PC Backup
• Enterprise Mobility
Management
• BYOD and Remote
Work Solution
• Disaster Recovery
• Communication
Log
• Secure Internal File
Sharing Tool
• IT Resource
Repository
• Secure Internal
Collaboration Tool
• External Software
Distribution
• External File Shar-
ing & Collaboration
Tool
• Build internal or
external software
distribution tool on
top of Box
• Store and Share
Contracts
• Mobile Access to
Legal Documents
• Mobile Redlining
and Annotations of
Legal Documents
• Internal Legal
Projects
• Contract & Propos-
al Creation
• Collaboration with
Outside Council
• Virtual Deal Room
• Contract
Management
• Contract and
Proposal
Review Process
Sales Contract
Management
• Store and Share
Product Specs and
Information
• Field Engineering
Activities
• Mobile Viewing
of Product Specs/
Renderings
• Product Design &
Development
• Code Sharing
• Standup Meeting
Notes
• Coordinate
Product Launches
• Collaboration with
Design Teams
• Collaboration with
Manufacturers/
External Review
• Procurement
• Supplier
Management
• Automated
Product
Development
Workflow
• Integrate with
Product Lifecycle
(PCL) applications
• Store and
Share Financial
Documents
• View and
Approval Financial
Statements from
Mobile Devices
• Audit Testing
Activities
• Contract
Management with
Internal Teams
• SOXCompliance
• VirtualDealRoom
• Analyst/Investor
Relations
• Collaborationwith
ExternalAuditors
• ProcurementActivities
• Contract Management
• Invoice Processing
• Order Management
• Automatic Renewal
Notifications
• Build a custom
investor, analyst,
or customer portal
using content
stored on Box
• Access Meeting
Notes, Financial
and Company
information
• Virtual Board
Packets
• Mobile Access
to Confidential
and Sensitive
Information
• Executive Meeting
Content
• Collaboration
between Executive
Team and Board
Members
• Virtual Deal Room
• Mergers &
Acquisitions
Activities
Description
USE CASE CATGORY
Basic Sync
& Share
External
Collaboration
Team Collaboration
& Project Management
Platform
Mobile
Productivity
Process
Management
Cross-Department
Collaboration
HRSales Legal FinanceFeatures ITMarketing R&D/Engineering Executive/Board
Box
Use Cases
2. • C
Sales Use Box to close more deals in less time
Centralized Content
Repository
Basic Sync & Share
Challenges Addressed
Benefits of Box
Customer Stories
Use Box as a sales rep’s single source to store and manage all their content including
customer facing presentations & marketing assets, internal price sheets and contract
templates in a single location. Additionally they can surface this content in other
business applications they use such as DocuSign and Salesforce
• Sales cycles are slowed when sales reps have to use multiple systems to find
and store their content
• Decreased rep productivity when reps must transfer documents between
internal storage to external sharing applications
• Risk of data leaks when sales reps use consumer file sharing tools/email
to share documents with clients due to lack of easy external sharing
functionalities with IT sanctioned tools
• Increase rep productivity by allowing them to easily send files to
customers and prospects
• Optimize deal strategies by monitoring customer engagement with
documents shared with them and tailoring sales tactics accordingly
• Reduce risk of corporate data breach by securely sending documents
within and outside your organization
• Reduce time and friction in completing tasks by centralizing all content on
Box and integrating into other business workflows and critical applications
such as Salesforce, DocuSign and Docurated
• Alere
“Our entire North American diagnostic sales team can share files with customers
without leaving Salesforce.”
- Sales and Marketing Development
• Splunk
Sales teams use Box as their “center of gravity” from which they can store,
update and share presentations from
Field Sales Activities
Mobile Productivity
Challenges Addressed
Benefits of Box
Customer Stories
Asset
Use Box to enable field sales to create, edit, share, and present content on mobile
devices. More advanced use cases can also integrate content stored in Box into
other 3rd party mobile business applications
• Slow sales cycle due to rep’s inability to access files or respond to customer
needs when they are away from their laptop or out of the office
• Inefficient sales process if reps and clients do not have the most updated
documents available to them
• Risk of data leaks due to reps downloading content from legacy IT solutions
and transferring onto consumer file sharing tools in order to view on mobile
devices
• Increase sales productivity by allowing sales to quickly find and share
relevant content from any device at any time
• Reduce risk of data breaches by using Box to securely share files with
customers and prospects from mobile devices
• Speed up sales cycles by ensuring all parties always have the most current
content and is integrated into other core business applications
• Simplify workflows by seamlessly accessing content from Box in other
mobile applications such as Notability, Showcase, Slideshark and DocuSign
• Eli Lilly
15,000 Field reps use Box on iPads to have instant access and present the
latest marketing materials to clients easily and quickly onsite
• Boston Scientific
“We’ve been leveraging mobile technology like iPads to improve how our sales
teams communicate with physicians and health-care providers.”
- Chief Information Officer
• Box for Mobile Datasheet
Rep Training &
Onboarding
Team Collaboration & Project Management
• Slow sales cycle and increased ramp time for new sales reps by forcing
reps to search for assets in multiple locations/repositories
• Sub-optimal content when there is no visibility into what content is being
viewed and leveraged the most
• Increase sales productivity by equipping reps with the best training and
assets so they always have the most updated information
• Enhance the quality of training content by providing content creators with
data on the adoption and usage of the assets they are creating
Use Box to collect and distribute the most updated training, corporate
information and updates to sales teams on an ongoing basis
Challenges Addressed
Benefits of Box
3. • to
Sales Use Box to close more deals in less time
Sales Proposal
Creation
Cross-Departmental Collaboration
Benefits of Box
• Slow and inefficient proposal creation process due to different teams/
departments using incompatible file sharing solutions
• Increased risk of miscommunication or information loss by transferring
documents through different systems and communicating information
over email
• Risk of data and internal corporate communication leaks due to security
shortcomings of legacy file sharing solutions and email attachments
Use Box to create and collaborate on sales proposals with other internal departments
(eg. Sales Operations, Legal, Finance etc)
• Speed up proposal process from creation, editing, and versioning through
approval by internal stakeholders
• Reduce risk of data breach while proposals are being collaborated on
between different teams
• Increase efficiency of approval process by ensuring all teams are working
off the most current version and editing documents directly from Box
Challenges Addressed
Virtual Deal Room
External Collaboration
Benefits of Box
• Large and costly risk of data breaches if bidding or confidential
corporate information is leaked into the wrong hands
• Inefficient process when email is used to transfer and collect
information due to attachment size limit and having to keep track of
multiple versions of documents
• Inefficient process when legacy systems are used, due to difficulty with
sharing files, lack of mobile access and an unintuitive user interface
• Unnecessary additional costs due to high price of dedicated VDR
solutions
Use Box to create a secure virtual deal room for M&A activities, bidding, and
contract negotiations with multiple external parties
• Ensure security controls through robust permissions which can be
configured for users by role so that everyone only sees the information
meant for them
• Accelerate deal cycles by allowing parties to respond and take action
anytime and from any device
• Monitor for suspicious activity by easily auditing file and user activity
using granular reporting to ensure only compliant actions are being taken
• Protect bidder privacy by preventing unauthorized access to documents
Challenges Addressed
Internal Sales
Portal
Cross-Departmental Collaboration
• Slow sales cycle because reps to have to search through multiple locations
& repositories to find the assets they need
• Decreased rep productivity due to friction and difficulty in sharing
documents and assets with customers and prospects
• Risk of data leaks when sales reps use consumer file sharing tools or email
to share documents with prospects instead of IT-sanctioned tools
• Lack of visibility into whether prospects are viewing the content that has
been shared with them
• Speed up sales cycles by easily sharing marketing materials, contracts and
legal documents with customers and prospects from any device
• Increase rep effectiveness by preventing customers from viewing outdated
materials
• Optimize deal strategies by monitoring customer engagement with
documents shared with them and tailoring sales tactics accordingly
• Simplify workflows by accessing Box content through Salesforce and other
business critical applications
Use Box as an internal sales portal where internal team like Sales Productivity/
Enablement, Marketing and Legal can share the latest resources with sales in a
central location
Challenges Addressed
Benefits of Box
4. Sales Use Box to close more deals in less time
Partner/Vendor
Portal
External Collaboration
Benefits of Box
• Increased time and resources allocated to equipping partners with
updated resources
• Inefficient or underperforming resellers who do not have immediate
access to the tools and information they need to succeed
• Risk of data leaks when teams use consumer file sharing tools/email to
share documents
• Slow deal cycle due to manual and inefficient information sharing
between parties
Use Box to power a portal that creates a seamless and collaborative partner experience.
Submit orders, store collateral, formal agreements, and other resources that partners
need when engaging with customers and prospects
• Speed up workflows by quickly finding and sharing the right content with
partners and vendors, and advancing deal cycles from any device
• Tailor and optimize engagement strategies by monitoring partner
engagement with content and documents
• Enable and empower partners with the knowledge and ability to become
successful drivers of revenue.
Challenges Addressed
Sales Contract
Management
Process Management
• Slow and inefficient contract management process due to different
teams/departments using different file sharing solutions
• Unnecessary friction in the process by having to keep track of multiple
contract versions during negotiations
• Increased risk of miscommunication and information loss when
transferring documents through different systems and communicating
information over email
• Risk of data leaks when sales reps use consumer file sharing tools/
email to share proposals with clients due to lack of easy external sharing
functionalities in IT sanctioned tools
• Additional costs of standalone contract management tools which lead to
siloed data and content sprawl
• Accelerate deals by reducing the time it takes from proposal creation to
approval by all relevant internal and external parties
• Simplify the negotiation process by easily allowing internal teammates
from legal, finance and other supporting teams to access and collaborate
on contracts
• Reduce risk of data breach during the iteration and negotiation process
by securely sharing contracts within and outside your organization
• Increase flexibility for customers as to how they complete contracts by
enabling them to edit and approve from any device
• Six Flags
Sales teams used Box and were able to reduce their sales cycle by one
week per deal, leading to $1.3M inincremental revenue and a 3% increase
in gross profit
• Sales Contract Management Diagram
Use Box to automate workflows to create, share, and approve sales contracts
with customers. Collaborate on the proposals internally using Box, then create
automated workflows to pass the contracts on to clients for approval using
integrations with e-signature tools such as DocuSign. After contract is signed,
tag it with relevant metadata attributes, and store it in Box
Challenges Addressed
Benefits of Box
Customer Story
Asset
5. Centralized Content
Repository
Basic Sync & Share
Event Planning & Binders
Team Collaboration & Project Management
• Risk of data leaks by marketers using consumer file sharing tools/email
for sharing documents with external parties due to lack of easy external
sharing functionalities in IT sanctioned tools
• Longer time-to-market for new assets due to marketers having to look
through multiple systems and email chains to find documents
• Content sprawl due to multiple versions of documents being created and
stored in different locations while going through the asset iteration process
• Risk of data leaks due to marketers using consumer file sharing tools/
email for sharing documents as a result of IT sanctioned tools lacking easy
external sharing capabilities
• Difficultly accessing and sharing files using mobile devices or outside the
VPN network when content is stored on legacy IT systems
• Inefficient event planning process due to teams using incompatible file
sharing systems and thus resorting to sharing content via email
• Reduce costs for printing event binders by viewing all event and binder
content on mobile devices
• Speed up processes with one-click sharing of files and folders without
worrying about file attachment sizes
• Increase the collective team’s productivity by maintaining all files, assets
and the comments and feedback associated with them in one unified
workspace
• Reduce risk of data and confidential announcements being leaked before
the event using robust security controls such as password protected links
and restricted downloads
Use Box as a marketer’s single location to store, manage, and share all their
content including images, videos, PDFs and Microsoft Office documents - both
work-in-progress content as well as finalized assets
Use Box as a portal to store and share all event-related content during the
planning and execution of marketing events
Challenges Addressed Challenges Addressed
Benefits of Box Benefits of Box
Marketing Use Box to get the right message to the right audience
Sales
Enablement
Cross-Departmental Collaboration
• Slow sales cycle and increased ramp time for new sales reps by forcing
reps to search for assets in multiple locations/repositories
• Sub-optimal quality of marketing assets due to lack of visibility as to what
content is actually being used by sales teams, customers and prospects
• Decreased marketing efficiency by spending their time sending and re-
sending content to individual sales reps
• Create more compelling and useful marketing assets by monitoring
which content is being used and shared the most
• Increase sales effectiveness by preventing customers from viewing
outdated materials and collateral
• Increase sales productivity by quickly enabling them with the latest
training and assets to share with customers and prospects
• Meet and exceed customer needs by enabling sales teams to share
information and advance sales cycles from any device, anywhere
Use Box to collect and distribute the most updated training information, latest
marketing assets and other updates to sales teams on an ongoing basis
Challenges Addressed
Benefits of Box
• Reduce risk of data breaches by using box to securely share files with
internal colleagues and external teammates
• Develop assets faster by easily accessing all content in one place, and
eliminating the need to keep track of multiple versions
• Simplify asset iteration process by storing conversations about edits
directly on assets and ensuring information is not lost in translation
• Increase productivity by integrating Box into existing work processes,
including integrations with Microsoft Office products
• Grey Group
6,000 Grey employees and 15,000 external collaborators use Box to share
brand assets and ad creative for review and approval, allowing them to re-
place 300+ FTP servers globally, eliminate redundant IT efforts and reduce
infrastructure costs
Customer Story
6. Marketing Use Box to get the right message to the right audience
Digital Asset Management
Process Management
Challenges Addressed
Benefits of Box
Customer Stories
Assets
Use Box as a unified workspace to securely store, manage, share and collaborate on
rich digital assets
• Inability to view rich media assets on mobile devices or without native
software installed if they are stored on legacy IT systems or basic EFSS
solutions
• Inefficient workflows due to difficulty searching and organizing large
volumes of rich media assets quickly and efficiently
• Slow process from asset creation to approval due to the multiple parties
involved, assets being stored in different systems and having to keep track of
long email threads regarding edits
• Difficulty sharing files over email due to the large size of rich media files,
particularly a challenge for external sharing
• Risk of data leaks when assets go between teams inside and outside the
organization through multiple channels, a major threat when working on
confidential or unreleased materials
• Speed up workflows by finding assets faster and keeping all content
consolidated in one location, including outdated assets that can be
automatically archived and retained on Box
• Streamline asset review and approval process by keeping edits and
feedback connected to assets and setting up automated approval chains
• Optimize marketing investments by granularly monitoring asset
performance and usage
• Reduce costs by eliminating specialized software licenses for team
members who only needed to review and approve assets
• Belk
Marketing and eCommerce teams use Box to manage creative workflow:
selecting, proofing, touching up and watermarking images for website and
in-store branding
• PopSugar
“By standardizing on Box and leveraging its metadata capabilities, we were
able to simultaneously centralize all of our assets while also making them easily
discoverable and seamlessly organized for employees and even outside contrac-
tors when needed.”
• Box for Digital Asset Management Overview
• Box for Digital Asset Management Whitepaper
• Box for Digital Asset Management Video
Event Coordination
& Management
External Collaboration
Benefits of Box
Customer Stories
Challenges Addressed
Use Box as a portal to store and share all event-related content during the planning and
execution of marketing events with internal teams and external partners.
• Risk of data leaks by marketers using consumer file sharing tools/email for
sharing documents with external parties due to lack of easy external sharing
functionalities in IT sanctioned tools
• Difficultly accessing and sharing files using mobile devices or outside the
VPN network when content is stored on legacy IT systems
• Inefficient event planning process due to teams using incompatible file
sharing systems and thus resorting to sharing content via email
• Unnecessary costs for sharing large files/confidential information which
must be printed and mailed to external parties
• Reduce costs and decrease time it takes to send documents and content
between agencies, vendors and clients
• Speed up processes with one-click sharing of files and folders to both
internal and external teammates
• Increase the collective team’s productivity by maintaining all files,
assets and the comments and feedback associated to them in one unified
workspace
• Reduce risk of data and confidential announcements being leaked before
the event using robust security controls such as password protected and
expiring links
• Live Nation
Marketing teams used Box to securely share files (maps, stage info,
contracts, forms, policies) and collaborate with 200+ event vendors
• Mattress Firm
Teams use Box to distribute 800+ conference materials and videos to
vendors and attendees, resulting in savings of $50,000 on printing,
shipping, administrative and hardware costs for each conference.
Additionally, field managers save two hours per week by using Box on iPads
to share content with national teams
Agency/Vendor
Collaboration
External Collaboration
Benefits of Box
Customer Stories
Challenges Addressed
Use Box to easily and securely collaborate on documents and projects with outside
agencies or vendors
• Unnecessary costs for sharing large files/confidential information which
must be printed and mailed to external parties
• Difficultly accessing and sharing files using mobile devices or outside the
VPN network when content is stored on legacy IT systems
• Risk of data leaks when marketers use consumer file sharing tools/email to
share documents with external parties due to lack of easy external sharing
functionalities in IT sanctioned tools
• Content sprawl and inefficient processes due to the inability to
simultaneously collaborate on documents and easily share files
• Increase project efficiency by finding and sharing the right content with
external team members quickly and securely and from any device
• Increase efficiency by ensuring everyone is always working on the latest
versions of documents
• Reduce risk of files falling into the wrong hands and add advanced security
protections for highly confidential information
• Expedite project completion by monitoring access statistics and file usage
to ensure progress is being made
• Six Flags
“Compared to email, Box has reduced the time we spend searching for and
sending material by 50%. And everybody – both our internal teams and
external vendors – finds it exceptionally-simple to use.”
• Electronic Arts
Box enables 2,000 employees to collaborate seamlessly with marketing
agencies agencies, partners and legal teams and has both improved innovation
and collaboration across the company and decreased both time-to-market
7. HR Use Box to onboard and empower the best talent
Centralized Employee
Record Repository
Basic Sync & Share
• Inefficient processes due HR employees spending their time looking
through hard copy documents or searching multiple siloed databases for
employee information
• Decreased HR employee productivity as they spend their time responding
to one-off requests for documents and information from employees
• Unnecessary friction in workflows due to lack of ability to easily search
through large numbers of documents stored in traditional/hard copy
formats
• Risk of data leaks by HR employees using consumer file sharing tools/email
for sharing documents with employees
• Secure confidential employee information by allowing access to all
necessary parties but restricting edit rights for certain individuals
• Increase employee productivity by having a unified workspace where
employees can easily submit, store, and search for private information
• Ensure compliance with company and external regulations regarding
employee information using retention policies to automatically preserve
documents securely on Box
• Speed up workflows by easily finding documents by using metadata tags
to search documents
• Reduce risk of data leaks by using Box to send and share employee
documents and add enhanced security controls for highly confidential
information
Use Box to securely store and organize confidential employee information such
as benefits, payroll and performance reviews, and allow individual employees
controlled access to their personal information
Challenges Addressed
Benefits of Box
Manage Hiring
Process & Feedback Loop
Team Collaboration & Project Management
• Risk of data leaks by HR employees using consumer file sharing tools/
email for sharing paperwork with external candidates due to lack of easy
external sharing functionalities in IT sanctioned tools
• Inefficient hiring process due to paperwork and feedback being stored in
multiple locations
• Reduce risks of data leaks by only sharing candidate information and
feedback through secure Box links
• Reduce time to close a candidate by easily sharing input, viewing the
hiring team’s feedback on candidates, and collaborating on hiring decisions
• Easily ensure all stakeholders are included in hiring decisions by storing
all information in a centralized workspace that all members have access to
from any device
Use Box as a unified workspace where recruiting and hiring teams can share
candidate information and feedback during the interview process
Challenges Addressed
Benefits of Box
HR Portal
Cross-Department Collaboration
• Risk of data leaks by HR employees using consumer file sharing tools/email
for sharing documents with employees
• Decreased HR employee productivity as they spend their time responding
to one-off requests for documents and information from employees
• Decreased employee productivity as they spend their time searching for
essential HR information
• Reduce risk of data leaks by using Box to send and share HR documents
and information and add enhanced security controls for highly
confidential information
• Increase employee productivity by providing a solution for HR team
members and company employee to find and share information easily
Use Box to centralize all HR resources such as, benefits information, learning
and development resources and holiday calendars for employees in a single,
secure location that can also be integrated into an existing company intranet
Challenges Addressed
Benefits of Box
8. Automated Onboarding
Process
Process Management
• Cumbersome onboarding process for new hires who are forced to use a
number of unintuitive systems to complete required paperwork
• Content sprawl due to the large number of people and teams involved
with the onboarding process who each use different systems to store
documents
• Slow and inefficient recruiting process by having to juggle multiple
collaboration systems for internal versus external sharing and searching for
resources in multiple locations
• Get new employees up-to-speed faster
• Increased speed of offer process by automating processes for approving
hiring candidates and completing required HR paperwork with future
employees
• Increase efficiency of offer process by integrating Box content into
business applications such as Microsoft Office 365, DocuSign and Adobe
EchoSign
• Impress new hires with a slick and easy to use onboarding experience to
send and receive HR paperwork, corporate information and orientation
materials
• HR Onboarding Process Diagram
Use Box to manage and automate the employee onboarding process, from
extending the offer to coming onboard
Challenges Addressed
Benefits of Box
Asset
HR Use Box to onboard and empower the best talent
Recruiting Event
Coordination & Management
External Collaboration
• Risk of data leaks by HR employees using consumer file sharing tools/email
for sharing documents with vendors and candidates due to lack of easy
external sharing functionalities in IT sanctioned tools
• Difficulty accessing and sharing files using mobile devices or outside the
VPN network when content is stored on legacy IT systems
• Inefficient event planning process due to teams using incompatible file
sharing systems and thus resorting to sharing content via email
• Reduce costs and decrease time it takes to send event and candidate info
between agencies and internal teams
• Reduce time to close candidates by easily collecting and viewing
feedback in a single location
• Increase event planning efficiency by maintaining all event paperwork
and candidate information as well as the comments and feedback
associated to them in one unified workspace
• Reduce risk of confidential candidate information being leaked
Use Box as a shared space to coordinate recruiting events with event and hiring
agencies and collect post-event feedback on candidates
Challenges Addressed
Benefits of Box
9. IT Resource Repository
Cross-Department Collaboration
Corporate User Drive
Basic Sync & Share
• Cumbersome and slow sharing process when employees are outside the
VPN network or firewall if content is stored on legacy IT systems
• Decreased end-user productivity due to lack of easy access to download
applications and updates necessary for them to complete their required
business workflows
• Decreased IT team productivity from responding to one-off requests for
software and applications from employees
• High costs and limited functionality of legacy network drives and on-
premise storage which require capacity buildout planning, provide limited
per user storage and have insufficient sharing and mobile capabilities
• Burden on IT teams who must dedicate resources to provisioning new
hardware, updating operating systems, implementing patches, and
maintaining network infrastructure
• Use of shadow-IT products such as consumer file sharing tools by
employees trying to access their files when outside the office or on their
mobile device
• Focus IT resources on high-impact projects by spending less time finding
and sending applications and files to individual employees
• Increase employee productivity by ensuring they always have access to
the IT applications they need to get their work done
• Enhance IT education and onboarding for new employees by tracking
which resources are utilized most to better understand employee
knowledge-gaps
• Eliminate shadow IT, increase employee satisfaction and productivity by
providing them a storage tool that is intuitive, easy to use, and meets their
business needs
• Simple and secure rollout using integrations with Active Directory/LDAP
for SSO
• Ensure data availability with Box’s full data backup and data center
redundancy
• Protect your corporate data by using the admin console to keep an audit
trail of all file and user activity and control where and how company
information is used
• Reduce the burden on IT by eliminating the time spent sending
application updates, provisioning users and doing manual infrastructure
configuration on legacy file repositories
Use Box to store core applications, installation files, and IT support
documentation on Box and share them with the appropriate employees
Use Box as a secure network drive for employees to access from anywhere
without the hassle of firewalls or VPNs
Challenges Addressed Challenges Addressed
Benefits of Box
Benefits of Box
IT Use Box to protect your corporate information while providing employees with an intuitive, easy to use file storage and collaboration tool
Disaster Recovery
Team Collaboration & Project Management
• Longer downtime due to inability access necessary plans and files and if
not stored in a central location
• Lost and irrecoverable data if end-users back up data on personal devices
• Ensure data preservation and recovery by having all critical files backed
up on Box and the ability to manage disaster recovery from a remote
location
• Constant, uninterrupted access to all disaster recovery files from any
location on any computer or from mobile device
• Minimize system downtime by quickly accessing all necessary files to
recover information
Use Box to centralize disaster recovery planning and execution process using
Box’s resiliency to provide access to disaster recovery content in the event of
a failover. Store recovery binaries, postmortem reviews, failover test planning,
and all disaster recovery related checklists within Box
Challenges Addressed
Benefits of Box
• McAfee
- Replaced legacy file sharing system with Box which reduced admin time from
six to one hour per week and large file upload time from hours to minutes
- “Box has been the best and easiest implementation I’ve ever done in my 20+ years
in the industry.” - IT Director
• Nationwide Insurance
“We tested Box and instantly people became more productive because they could
access the files they needed” - Director of New Technology Innovation
Customer Stories
10. IT Use Box to protect your corporate information while providing employees with an intuitive, easy to use file storage and collaboration tool
Secure Sharing Tool
Team Collaboration & Project Management
Cross-Department Collaboration
External Sharing
• Risk of data leaks by employees using consumer file sharing tools/email
for sharing documents due to lack of easy sharing functionalities in IT
sanctioned tools
• Lack of visibility for IT admins into user activity and where content has
been shared, and inability to lockdown highly confidential corporate
information
• Decreased employee productivity by spending time navigating firewalls
and VPN, or being unable to access critical business information when
outside the office
• Increase employee productivity by enabling them to easily access
documents when outside the office on mobile devices while maintaining
the security of your information
• Simplify and streamline the collaboration process for end users by
allowing them to easily share files and collaborate with colleagues
• Protect your corporate data by keeping an audit trail of all file and user
activity and setting granular permissions to prevent the unauthorized
viewing, editing, or downloading of documents
• Eliminate shadow IT, increase employee satisfaction and productivity by
providing them a storage tool that is intuitive, easy to use, and meets their
business needs
• Tranforming Collaboration Infographic
Use Box as the sanctioned tool for employees to share and collaborate on files
with other internal colleagues and external parties from any device.
Challenges Addressed
Benefits of Box
Asset
11. Legal
Mobile Access to Legal
Documents
Mobile Productivity
• Risk of data breaches due to employees downloading content from legacy
IT solutions and transferring onto consumer file sharing tools in order to
view on mobile devices
• Decreased employee productivity due to difficulty accessing, editing and
sharing briefs, motions, and contracts when away from a computer
• Reduce risk of data breaches by using Box to securely share documents
with internal and external parties from any mobile devices
• Speed up negotiations and timely follow-up by ensuring all parties always
have the most current content and can respond to changes, no matter
where they are
• Simplify workflows and expedite the signature process by seamlessly
accessing content from Box in other 3rd party mobile applications such as
Notability and DocuSign.
Use Box to access and edit highly sensitive and confidential legal documents and
share up-to-date content with relevant parties from anywhere on any device
Challenges Addressed
Benefits of Box
Use Box to minimize legal risks and comply with internal and external regulations
Internal Legal Projects
Team Collaboration & Project Management
• Risk of data and internal corporate information leaks due to security
shortcomings and inefficient sharing capabilities of legacy file sharing
solutions
• Increased risk of miscommunication and information loss when
transferring documents through different systems and communicating
information over email
• Unnecessary friction in the process by having to keep track of multiple file
versions during course of a project
• Difficultly accessing and sharing files stored on legacy IT systems using
mobile devices or outside the VPN network
• Reduce risk of data leaks by securing sharing documents and any
associated comments through Box while still having the ability to access
and edit files from mobile devices
• Increase efficiency and productivity by having a single workspace
to redline and revise documents, track feedback and assign tasks to
teammates
• Track and speed up progress by easily monitoring document usage and
auditing user activity, while ensure only compliant actions are being taken
Use Box to create a secure workspace for legal teams to create and negotiate
contracts, handle paperwork and address any legal matters that may arise
Challenges Addressed
Benefits of Box
Contract & Proposal
Creation
Cross-Departmental Collaboration
• Slow and inefficient proposal creation process due to different teams/
departments using incompatible file sharing solutions
• Increased risk of miscommunication or information loss by transferring
documents through different systems and communicating information over
email
• Risk of data and internal corporate information leaks due to security
shortcomings and inefficient sharing capabilities of legacy file sharing
solutions
• Speed up proposal process from creation to editing and approval by
internal stakeholders
• Reduce risk of data breach while proposals are being collaborated on
between different teams
• Increase efficiency of approval process by ensuring all teams are working
off the most current version and editing documents directly from Box
with the Microsoft Office integration
Use Box to create and collaborate on sales proposals and with other internal
departments (eg. Sales, Finance) before sending it out to external council or
other parties
Challenges Addressed
Benefits of Box
12. Collaboration with
Outside Council
External Collaboration
• Inefficient workflows due to legacy file sharing tools, VPNs and firewalls
preventing parties from sharing documents outside their organization in a
simple and timely manner
• Unnecessary costs for sharing large files/confidential information which
must be printed and mailed to external parties
• Risk of data leaks by employees using consumer file sharing tools/email
for sharing documents with external parties due to lack of easy external
sharing functionalities in IT sanctioned tools
• Difficulty accessing and sharing files using mobile devices or outside the
VPN network when content is stored on legacy IT systems
• Increase project efficiency by finding and sharing the right content with
external council quickly and securely and from any device
• Reduce risk of files falling into the wrong hands and add advanced
security protections for highly confidential information
• Expedite project completion by monitoring file access statistics and user
activity to ensure progress is being made
• Increase efficiency by ensuring everyone is always working on the latest
versions of documents
Use Box to easily and securely collaborate work with outside council and
external parties involved in corporate legal matters
Challenges Addressed
Benefits of Box
Legal Use Box to minimize legal risks and comply with internal and external regulations
Contract Management
Process Management
• Slow and inefficient contract management process due to different teams/
departments using different file sharing solutions
• Unnecessary friction in the process by having to keep track of multiple
contract versions during the negotiations
• Increased risk of miscommunication and information loss when
transferring documents through different systems and communicating
information over email
• Risk of data leaks when employees use consumer file sharing tools/
email to share proposals with external parties due to lack of easy external
sharing functionalities in IT sanctioned tools
• Accelerate contract closing by reducing the time it takes from proposal
creation to approval by all the relevant internal and external parties
• Streamline the negotiation process by easily allowing internal teammates
from legal, finance and other supporting teams to access and collaborate
on contracts
• Simplify workflows by integrating contracts from Box with other business
critcal applications such as DocuSign and CCScan
• Reduce risk of data breach during the iteration and negotiation process by
securely sending contracts within and outside your organization
• Efficiently manage contracts by easily finding contracts based on specific
elements using metadata tags, and setting automatic alerts before contract
expirations
• Orrick, Herrington & Sutcliffe
Legal teams use Box to automate their file review process by adding
appropriate metadata and routing the contract to necessary individual for
approval. Box has allowed them to save 90% in infrastructural costs
Use Box to easily create, share, and approve contracts with clients, vendors and
other parties. Collaborate on the proposals internally using Box, then create
automated workflows to pass the contracts on to clients for approval using
integrations with e-signature tools such as DocuSign. After contract is signed,
tag it with relevant metadata attributes, and if Governance is purchased apply
retention and deletion policies..
Challenges Addressed
Benefits of Box
Customer Story
Virtual Deal Room
External Collaboration
• Large and costly risk of data breaches if bidding or confidential corporate
information is leaked into the wrong hands
• Inefficient process when email is used to transfer and collect information
due to attachment size limit and keeping track of multiple versions of
documents
• Inefficient process when legacy systems are used due to difficulty with
sharing files, lack of mobile access and an unintuitive user interface
• Unnecessary costs due to high price of dedicated VDR solutions
• Ensure security controls through robust permissions which can be
configured for users by role so they only see the information meant for
them
• Accelerate the deal cycle by allowing parties to respond and take action
anytime and from any device
• Monitor for suspicious activity by easily auditing user activity and file
usage through granular reporting to ensure only compliant actions are
being taken
• Protect bidder privacy by preventing unauthorized access to documents
Use Box to create a secure virtual deal room for M&A activies, bidding and
contract negotiations with multiple external parties
Challenges Addressed
Benefits of Box
• Gunderson Dettmer
Attorneys and paralegals use Box to share time sensitive briefs, memos
and contracts with external parties securely and instantly instead of
having to burn thousands of legal documents to CDs and send them via
mail.
Customer Story
13. R&D / Engineering
Product Design &
Development
Team Collaboration & Project Management
Supplier Management
External Collaboration
• Slow product design cycles due to different teams/departments using
different file sharing and collaboration solutions
• Unnecessary friction in workflows due to inability to view videos or CAD
files on legacy IT systems or send large renderings via email
• Inefficient workflows due to rapid iterations which quickly make files
stored locally outdated and teams working off different information
• Increased risk of miscommunication or information loss by transferring
documents through different systems and communicating information over
email
• Longer time to market due to inefficient information sharing between
product teams and suppliers
• Risk of product and corporate information leaks when teams use
consumer file sharing tools/email to share files due to lack of easy external
sharing functionalities in IT sanctioned tools
• Costly production errors due to manufacturers using outdated product
specs or updates sent via email get overlooked
• Speed up product planning, research and development by centralizing
content and integrating into other planning software such as Asana
• Easily work with dispersed teams by ensuring everyone always has the
most current information and can seamlessly share feedback and updates
• Protect intellectual property with clear documentation of authors and
creation timelines while products are being developed
• Stay on time and under budget by centralizing schedules, resourcing and
timelines in a central location that is easily accesible by all teammates
• Simplify workflows by easily viewing 100+ file types within Box without
any additional software required
• Buildera
Uses Box to enable its globally disperse design team to speed up their
development workflow and has cut cycle time by 3-5x
• Bechtel
16,000+ employees and 16,000+ external contractors use Box for mobile
access to CAD, BIM, Excel, PDF, PPT and video files in the office and on
job sites
• Promote timely and on-budget product releases by keeping all parties
informed of updates and having a single source of truth for all product
information
• Increase product production efficiency by easily sharing sensitive product
information with suppliers and manufacturers
• Protect product information by using enhanced security controls to
ensure information does not get into the wrong hands
• Track and speed up progress by assigning tasks, monitoring document
usage and auditing user activity
Use Box to collaborate at every phase of product development process-
including design, engineering, prototyping though final production
Use Box to collaborate securely and share production specs, sourcing
requirements, and other content vital to the production process with suppliers
and manufacturers
Challenges Addressed Challenges Addressed
Benefits of Box
Customer Stories
Benefits of Box
Use Box to streamline the development of products that engage and delight customers
Coordinate
Product Launches
Cross-Department Collaboration
• Decreased efficiency and launch delays due to miscommunications and
lack of transparency between product, marketing, operations and other
internal stakeholders
• Risk of data leak or breach before launch due to teams using consumer file
sharing tools/email to share documents and information
• Facilitate collaboration from any device between teammates to ensure a
seamless and smooth launch
• Reduce risk of pre-launch leaks or data breaches by securely sharing files
from any device and adding enhanced security controls like password
protected and expiring links for highly confidential information
Use Box to collaborate with key internal departments on product launch
strategies and details
Challenges Addressed
Benefits of Box
14. Audit Testing Activities
Team Collaboration & Project Management
SOX Compliance
External Collaboration
• Content sprawl due to multiple file versions of documents created through
the audit process that are stored on different systems and devices
• Increased risk of miscommunication or information loss by transferring
documents through different systems and communicating information over
email
• Decreased productivity due to difficultly accessing and sharing files stored
on legacy IT systems using mobile devices or outside the VPN network
• Risk of data leaks by employees using unauthorized file sharing tools/
email for sharing financial information instead of IT sanctioned tools
• Inefficient workflows due to collaboration tools which make finding and
sharing sensitive financial information with external parties difficult
• Decreased productivity due to lack of visibility into progress of workflows,
what actions users have taken and which tasks are yet to be completed
• Risk of data leaks when teams use consumer file sharing tools/email to
share documents and information due to lack of easy external sharing
functionalities in IT sanctioned tools
• Streamline the audit process by ensuring everyone is working on the
most current version no matter what device they are using
• Ensure compliance with internal and external regulations by applying
retention and archival schedules to preserve documents
• Reduce risk of data leaks by adding advanced security protections
including restricted downloads, passwords and shared link expirations for
highly confidential information
• Slow and inefficient proposal creation process due to different teams/
departments using incompatible file sharing solutions
• Increased risk of miscommunication or information loss by transferring
documents through different systems and communicating information
over email
• Risk of data and internal corporate information leaks due to security
shortcomings and inefficient sharing capabilities of legacy file sharing
solutions
• Speed up proposal process from creation to editing and approval by
internal stakeholders
• Reduce risk of data breach while proposals are being collaborated on
between different teams
• Increase efficiency of contract approval process by ensuring all teams are
working off the most current version and editing documents directly from
Box with the Microsoft Office and Google Apps integration
• Reduce risk of compliance failures by ensuring all critical documents are
automatically retained
• Shorten workflows by easily finding and sharing specific documents with
internal and external parties from any device
• Easily provide complete audit trails and full visibility into user activity, file
usage and sharing to external audit parties
• Reduce risk of miscommunication and information loss when transferring
documents between internal teams and audit parties
Use Box to build audit plans, collect documents and manage progression of
audits in a secure workspace
Use Box to assist your company comply with SOX section 404 and 302
which require the manual and automated process of documenting and testing
information controls, as well as executive sign-off on financial statements
Use Box to negotiate and collaborate on contracts with internal departments (eg.
Sales, Legal) before sending them out to external parties
Challenges Addressed Challenges Addressed
Benefits of Box
Benefits of Box
Finance Use Box to enable accurate financial planning, reporting and risk mitigation
Contract Management
with Internal Teams
Cross-Department Collaboration
Challenges Addressed
Benefits of Box
15. Virtual Deal Room
External Collaboration
Contract Management
Process Management
Challenges Addressed
Challenges Addressed
Benefits of Box
Benefits of Box
Asset
Finance Use Box to enable accurate financial planning, reporting and risk mitigation
Investor/Analyst Portal
External Collaboration
• Inefficient workflows due to incompatible sharing tools which make it
difficult to constantly share financial information with investors, analysts
and other stakeholders
• Risk of data leaks when teams use consumer file sharing tools/email to
share sensitive financial information due to lack of easy external sharing
functionalities in IT sanctioned tools
• Slow and inefficient contract management process due to different teams/
departments using different file sharing solutions
• Unnecessary friction in the process by having to keep track of multiple
contract versions during the negotiations
• Increased risk of miscommunication and information loss when
transferring documents through different systems and communicating
information over email
• Risk of data leaks when employees use consumer file sharing tools/
email to share proposals with clients due to lack of easy external sharing
functionalities in IT sanctioned tools
• Accelerate deal closing by reducing the time it takes from proposal
creation to approval by all the relevant internal and external parties
• Simplify the negotiation process by easily allowing internal teammates
from sales, finance and other supporting teams to access and collaborate
on contracts
• Reduce risk of data breach during the iteration and negotiation process by
securely sending contracts within and outside your organization
• Increase flexibility for customers and external parties as to how they
complete contracts by enabling them to edit and approve from any device.
• Contract Management Process Diagram
• Large and costly risk of data breaches if bidding or confidential corporate
information is leaked into the wrong hands
• Inefficient process when email is used to transfer and collect information
due to attachment size limit and keeping track of multiple versions of
documents
• Inefficient process when legacy systems are used, due to difficulty with
sharing files, lack of mobile access and an unintuitive user interface
• Unnecessary costs due to high price of dedicated VDR solutions
• Ensure security controls through robust permissions which can be
configured for users by role so that everyone only sees the information
meant for them
• Accelerate deal cycles by allowing parties to respond and take action
anytime and from any device
• Monitor for suspicious activity by easily auditing user activity and file
usage through granular reporting, ensuring only compliant actions are
being taken
• Protect bidder privacy by preventing unauthorized access to documents
• Enhance relationships with investors and analysts by ensuring they
always have easy access to the most updated information about your
company from any device
• Protect your sensitive information by restricting access to only
authorized users and viewing granular reports on file and user activity
Use Box as a portal where investors and analysts can securely access the most
current corporate financial filings and reports
Use Box to automate workflows to create, share, and approve contracts with
customers and vendors. Collaborate on the proposals internally using Box, then
create automated workflows to pass the contracts on to clients for approval
using integrations with e-signature tools such as DocuSign. After contract is
signed, tag it with relevant metadata attributes, and if Governance is purchased
apply automatic retention and deletion schedules.
Use Box to create a secure virtual deal room for M&A activities, bidding and
contract negotiation with multiple external parties
Challenges Addressed
Benefits of Box
Customer Stories
• Beaumont Health System
“Box allowed the teams working our merger [with local healthcare system] to
easily communicate in a virtual deal room. It was quick and painless.”
- Timothy Purves, Administrative Director, IT Infrastructure
• Dunn Construction
Uses Box as the central repository for all contracts, plans, meeting minutes,
schedules, and bids. The use of Box as a VDR resulted in faster and more
competitive bidding, as well as savings of over $10,000 per year in printing
and postage costs.
16. Executive/Board
Vitual Dealroom
External Collaboration
Executive Meeting Content
Team Collaboration & Project Management
• Large and costly risk of data breaches if bidding or confidential corporate
information is leaked into the wrong hands
• Inefficient process when email is used to transfer and collect information
due to attachment size limit and keeping track of multiple versions of
documents
• Inefficient process when legacy systems are used due to difficulty with
sharing files, lack of mobile access and an unintuitive user interface
• Unnecessary additional costs due to high price of dedicated VDR solutions
• Large and costly risk of data breaches if consumer file sharing tools/email
are used share confidential corporate information with executives due to
lack of easy external sharing functionalities in IT sanctioned tool
• Unnecessary costs for sharing confidential information which must be
printed and mailed to board members
• Decreased productivity of executives due to limited ability to collaborate,
edit and access documents from mobile devices
• Increased risk of miscommunication or information loss by transferring
documents through different systems and communicating information over
email
• Ensure security controls through robust permissions which can be
configured for users by role so that everyone only sees the information
meant for them
• Accelerate deal cycles by allowing parties to respond and take action
anytime and from any device
• Monitor for suspicious activity by easily auditing user activity and file
usage through granular reporting ensuring only compliant actions are
being taken
• Protect bidder privacy by preventing unauthorized access to documents
• Protect corporate information by preventing unauthorized access to
content using advanced security controls such as password protected and
expiring links
• Increase productivity by allowing execs to access and take actions with
content no matter what device they are working from
• Monitor for suspicious activity by easily auditing user activity and file
usage through granular reporting
• Speed up workflows by assigning tasks and comments to other
executives directly on documents, removing the need to track discussions
over email
• Nationwide Insurance
Executive team uses Box for distributing board meeting content and
saved $150,000 per year by replacing BoardBook
Use Box to create a secure virtual deal room for M&A activities, bidding and
contract negotiation with multiple external parties.
Use Box to store and share confidential corporate documents and information
for executive and board meetings
Challenges AddressedChallenges Addressed
Benefits of Box
Benefits of Box
Customer Story
Use Box to empower your executive team with constant access to the information they need to lead your business
Virtual Board Packets
Mobile Productivity
• Large and costly risk of data breaches if consumer file sharing tools/email
are used share confidential corporate information with executives due to
lack of easy external sharing functionalities in IT sanctioned tool
• Unnecessary costs for sharing confidential information which must be
printed and mailed to board members
• Decreased productivity of executives due to limited ability to collaborate,
edit and access documents from mobile devices
• Protect corporate information by preventing unauthorized access to
contentusing advanced security controls such as password protected and
expiring links
• Increase productivity by allowing execs and board members to access and
take actions with content no matter what device they are working from
• Monitor for suspicious activity by easily auditing user activity and file
usage through granular reporting
• Nationwide Insurance
Executive team uses Box for distributing board meeting content and
saved $150,000 per year by replacing BoardBook
Use Box to provide board members with sensitive corporate documents and
boardbooks accessible from anywhere
Challenges Addressed
Benefits of Box
Customer Story