Automating, Orchestrating, and Optimizing Your Cloud ......Support ticket systems. Partnership R’ship Management. E-Commerce. Advertising technology. Customer R’ship Management.

Automating, Orchestrating, and Optimizing Your Cloud Content Management

Research Director, Workforce Productivity and Compliance

451 RESEARCH

ChrisMarsh

Group Manager, Partner Product MarketingBOX

Priya Patel

Workflow Automation for the Modern Workforce.

Chris Marsh, Nintex xchange, February 2018

4

63% with workflows over 100 steps

75% tracking over 10 items

6

<50% very strong in work execution

7

Asset CreationEmailCalendarDocumentsVideoNote takingSocial mediaIntranetsWikis

CollaborationContact managementCollaboration toolsDigital workspacesCommunications servicesVirtual assistants

Data and content servicesDatabasesE-forms & E-signaturesContent capture & processingContent storageContent publishing and deliveryEnterprise Content ManagementContent collaborationInformation retrieval, governanceMarketing, Sales, SupportMarketing & Sales AutomationCustomer services & supportSupport ticket systemsPartnership R’ship ManagementE-CommerceAdvertising technologyCustomer R’ship Management

Human ResourcesApplicant trackingHuman Resources ManagementTalent, Performance ManagementEmployee EngagementLearning Management

Operations, Work ManagementEnterprise Resource PlanningSupply Chain ManagementPerformance ManagementWork & Process ManagementIT Services ManagementProduct Lifecycle ManagementBusiness Intelligence

OtherVertical applicationsTask based applicationsLocation based services

x2…3…4…?

8

9

Source: Zach Weiner

Source: Zach Weiner

Old WorldFinding, logging, moving informationOrganizing, scheduling tasksChecking in, chasing upManual reconciliationsTask, process repetitionWho, when, how?

New World

Workflow iteration

Tactical problem resolution

Ideation and strategy execution

Team and resource management

Creative work

Training and development

Business development

10

Not everyone can be the ‘System of Engagement’ all the time

11

AutomationCustomization

DemocratizationContinuous Improvement

12

Work cultureUser engagement

Architecture

Sales…Full of Pain Points!

13Sources: 451 Research, Insidesales, Capterra, Gryphon, LinkedIn, Qvidian

“29% of salespeople are spending an hour or more on data entry every day.”

49% have an inability to track content effectiveness across the deal

cycle

“Over 50% of sales organizations have improved win rates by automating

their proposal process.”

“Sales reps can spend up to 40% of their time looking for somebody to call”

49% struggle to ensure sales knowledge is up to date such as best

practices, case studies etc.

The most pressing challenge amongst sales leaders is training and

development. For reps lead quantity and quality

75% need improvement in real-time adjustments based on sales stage

54% can’t use the right content at the right time with the right prospect

15

Human ResourcesFinance

Manufacturing Information Technology

General

Content Collaboration Trends:

Non-document based contentContent components

Structured and unstructured convergeRouting and approvalsRepeatable workflows

Thank You!

17

Priya Patel – Product MarketingSalim Odero – Sales Engineering

Transform your content strategy with CCM

Priya PatelGroup Manager, Partner Product Marketing

Box

Agenda1. How to transform your content

strategy

2. Value of Box and Nintex

3. Live demo

4. Questions

Our mission is to power how the world works together

80KCustomers

67%Fortune 500

Employees expect a digital workplace• Agile collaboration with teams inside and outside the organization• Access to information anytime, anywhere on any device

Businesses need to evolve in the digital age• Speed up process across the extended enterprise• Customers expect modern digital experiences

Cyber threats and regulations are constantly changing• Security and data protection are board-level issues• Regulations come from all over the globe (GDPR)

IT is mired in support for legacy systems• Constant pressure to reduce costs• Ongoing maintenance reduces capacity for innovation

Digital transformation is challenging every organization

How we collaborate and manage informationis at the center of digital transformation

Line-of-business apps and custom development

But legacy systems are holding us back

Enterprise content management

File shares, email and physical media

Enterprise file sync and share

Present1990s

60% Workers think collaboration tools from IT aren’t useful

93% Workers do not have support for mobile workflows (76% said it was essential)

50% ECM projects have lower than expected adoption rates

76% Employees think it’s acceptable to move confidential documents to personal devices

60% from Dimensional Research | 93% from AIIM | 50% from Systemscope | 76% from Ponemon

This has real business impact

FTP

FTP

FTP

!

!

!

Creating a mess for users, IT and developers

Work is fragmented

Processes are disconnected

Data is insecure

What if you had one platform that worked for all of your content?

Enable collaboration & process across the extended enterprise

Secure and compliant for every industry and geography

Integrated with the apps you already work in

Designed for the needs of end users, developers and IT

This is Cloud Content Management

Content

Metadata

Collaboration

Workflow

Zones

KeySafe

Protection Policies

Governance

Compliance

Insights

Intelligence

API

Box, one platform that works for all of your content

Box for Cloud Content Management

Content Metadata Collaboration Workflow Intelligence

Zones Policies Compliance Insights Governance KeySafe

Capture Notes

MobileDriveWeb

Relay

1400+ integrations Custom apps

Secure client portals

Custom digital process

Mobile field support

Content submission apps

APIs

Box apps

Box powers your digital transformation

Secure document vaults and portals

Simplified digital asset management

Modern records management

Content ingestion and document workflow

Custom apps and digital experiences

Secure file sharing

External and team collaboration

Mobile and field productivity

Team workflow

Network file share replacement

Security and Data Protection

Content Services

Digital Workplace Digital Business

• Enterprise identity management integration• Granular access and collaboration controls• Native device & mobile controls

• Seamless retention management• Defensible eDiscovery with in-place legal holds• Automatic content policy enforcement

• Multiple data centers, 99.9% SLA, optional in-region data storage• Full encryption in transit and at rest, optional customer-managed keys• Penetration tests and secure software development lifecycle

Comprehensive security and compliance

In-region storage meets local regulations

United States

Canada

Ireland

United Kingdom

Germany

Japan

Australia

Singapore

Box and Nintex unlock advanced workflow capabilities across the organization

Automate sophisticated workflows

Leverage Box content to automate complex workflows; kick off

workflows with Nintex and pull content from Box

Apply modern methods of data capture

Secure content underlying workflows

Combine Box’s metadata and machine learning

capabilities with Nintex’s rich workflow capabilities

Ensure content underlying workflows is applied with

consistent security, governance and compliance

Box and Nintex value

Kick off Nintex workflows directly from Box

• Out-of-the box integration

• Trigger workflows based on metadata

Sample use cases

• Service-to-Cash• Service forms• Repair forms

• Sales-to-Cash• NDAs• Invoicing

• Sales proposals• Agreement reviews• Terms and conditions

Document Lifecycle Management

Contract Lifecycle Management

Field Services

Creating and sending an NDA

Internal - Sales

Customer

Opportunity created

Completed NDA routed to appropriate Box folder, applied with appropriate retention and

legal holds

Nintex workflow triggered

Pull appropriate NDA template from Box based on metadata.

Extract customer information from Opportunity record

Document sent for e-signature

Enhances employee productivity and ensures security of sensitive information • Deployed to 60,000 users as the primary tool for

content collaboration; replaced OD4B, SharePoint and multiple shadow IT uses

• Enabled migration of “My Documents” network file stores to Box, replacing on premise network file storage.

• Uses Box and Nintex to power internal workflows across the organization, along with DocuSign and Office365

• Box compliance and security allows for handling of sensitive research and patient information

Live Demo

Salim OderoLead Sales Engineer

Box

Questions?

From the xchange mobile app, select “Survey” from the sessions that you attend

Complete the short evaluation

Click “Submit”

Thank youContact: [email protected]

Visit: box.com/apps