automating, orchestrating, and optimizing your cloud ......support ticket systems. partnership...
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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
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63% with workflows over 100 steps
75% tracking over 10 items
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<50% very strong in work execution
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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…?
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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
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Not everyone can be the ‘System of Engagement’ all the time
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AutomationCustomization
DemocratizationContinuous Improvement
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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
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Human ResourcesFinance
Manufacturing Information Technology
General
Content Collaboration Trends:
Non-document based contentContent components
Structured and unstructured convergeRouting and approvalsRepeatable workflows
Thank You!
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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