The webinar on December 2, 2015, discussed the importance of cloud content management and collaboration for nonprofits, showcasing practical examples and best practices. Presenters Brent Shively and Zach Turner highlighted how integrating tools like Box and Salesforce can streamline content management, benefiting both internal and external stakeholders. Key insights included migration strategies, external community content sharing, and the role of Box in marketing automation for over 4,000 nonprofits.

1. Scale your mission:
Content Collaboration in the Cloud
Webinar
December 2, 2015

2. Your Presenters Today
Brent Shively
Solutions Analyst
Idealist Consulting
@idealistcons
Zach Turner
Manager, Sales Engineering
Box.org
@BoxHQ

3. Today
What is cloud content management & collaboration?
Who can be effected
3 insightful nonprofit examples
Integration + best practices
Wrap-up and Q&A

4. What is Content Management & Collaboration?
▪Visualized: Box is the unstructured content data layer, Salesforce is the more
structured layer.
▪Great content management
serves internal & external stakeholders

5. What is Content Management & Collaboration?
The kind of content we’re talking about:
● Fundraising: campaign assets like .ppt’s, grant app materials...
● Program management: last year’s outcome #’s, contracts, program plans...
● Admin/back office: board minutes, photos from staff retreat, strat plans...

6. How does it manifest per nonprofit department?

7. What external stakeholders can be affected?
Here’s what sort of external audiences could benefit from an awesome content
collaboration solution:
● Grantees
● Donors
● Anyone who needs to upload, download, sign, or share

8. 3 Insightful Nonprofit Examples
1. Migration off of a scattered approach - Dropbox+Microsoft+File svr+drives+...
Bring it into Box once you’re ready to have a secure content layer

9. 3 Insightful Nonprofit Examples
2. Sharing content with an external Community
http://community.box.com/nonprofit shows a good
example of how you can embed content assets into
a community experience, and what orgs who have
Box can do in their websites/embed

10. 3 Insightful Nonprofit Examples
3. Marketing Automation
Share event-related content and event-related marketing management: Box
acts as a digital asset management platform team with creative agencies

11. >4000 .orgs now use Box donated or discounted (all sizes)

12. Integration + best practices
We come in and help map it out with everything else you’re trying to do.
Box fits into the whole business process by connecting with 1000+ other apps:
● Salesforce connection (see Appexchange + FilesConnect coming soon).
● Form Assembly
● Conga Composer
● Esignature

13. Integration + best practices
Best Practices:
● Folder management
● Document management
● Taxonomy/naming conventions

14. Q&A

15. How to reach us
www.idealistconsulting.com
800.889.8675
marketing@idealistconsulting.com
@idealistcons
www.box.org
877-729-4269
signup@box.og
@BoxHQ