How Box Used Automation to Decrease Partner Onboarding Time by 80%
Customer Company Size
Large Corporate
Region
- America
Country
- United States
Product
- Workato
- Marketo
- Salesforce
- Box
Tech Stack
- SaaS Cloud Content Platform
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Cost Savings
- Digital Expertise
Technology Category
- Platform as a Service (PaaS) - Connectivity Platforms
- Application Infrastructure & Middleware - API Integration & Management
Applicable Industries
- Software
- Professional Service
Applicable Functions
- Business Operation
- Sales & Marketing
Use Cases
- Process Control & Optimization
- Remote Collaboration
Services
- System Integration
- Software Design & Engineering Services
About The Customer
Box is a leading content management and collaboration platform headquartered in Redwood City, CA, with 3,000 employees. The company offers a SaaS Cloud Content Platform that integrates with thousands of applications, enabling users to easily share and collaborate on content. Box is known for its robust capabilities in managing and storing content, making it a popular choice for businesses looking to streamline their content management processes. The company has a strong focus on innovation and efficiency, constantly seeking ways to improve its operations and deliver value to its customers. With a large corporate structure, Box is well-positioned to leverage technology to enhance its business processes and maintain its competitive edge in the market.
The Challenge
Marc Fenner, Director of Business Development at Box, faced a significant challenge in efficiently onboarding new partners to the Box Platform. Despite having numerous strategic partners ready to join, the existing onboarding process was cumbersome and time-consuming, involving multiple employees, numerous steps, and three different applications. This inefficiency left potential revenue and opportunities untapped, as the team struggled to keep up with the growing number of interested partners.
The Solution
To address the inefficiencies in the partner onboarding process, Marc and his team at Box turned to Workato, a platform known for its ease of use, speed of deployment, and extensive connectors. By deploying Workato, they were able to automate the administrative side of partner onboarding, connecting their marketing automation platform Marketo, CRM Salesforce, and Box for collaboration and content storage. This integration allowed them to create a simple automation that eliminated the costly and time-consuming manual process. The implementation of Workato not only streamlined the onboarding process but also positioned Box to address future needs as they continued to scale rapidly. The success of this initial use case led to further applications of Workato across the company, including streamlining the sales process and automating incident management, thereby creating additional value and cost efficiencies.
Operational Impact
Quantitative Benefit
Case Study missing?
Start adding your own!
Register with your work email and create a new case study profile for your business.
Related Case Studies.
Case Study
SET Creative Ditches Google Vault for Datto Backupify
When Kienholz first started at SET, the staff was using Microsoft Outlook for email with no form of data backup. It became apparent that something needed to change as the staff was often burdened with trying to recover emails from departed employees. Kienholz transitioned the team to Google’s Gmail and implemented Google Vault for backup purposes. While SET employees quickly adjusted to Gmail, which many use for personal email, the same could not be said for Google Vault. “Unlike most Google products, Vault was not user friendly at all. It’s very hard to search for items. We never really figured out how to do a restore either,” explained Kienholz. Due to SET’s work with high-profile brands, projects often go through many rounds of revisions right down to the eleventh hour. This means that every bit of information - especially data living in project managers’ emails - is crucial to delivering clients a polished design at deadline.
Case Study
Infosys achieves a 5–7 percent effort reduction across projects
Infosys, a global leader in consulting, technology, and outsourcing solutions, was facing significant challenges in application development and maintenance due to its distributed teams, changing business priorities and the need to stay in alignment with customer needs. The company used a mix of open source, home-grown and third-party applications to support application development projects. However, challenges resulting from distributed teams using manual processes increased as the company grew. It became more and more important for Infosys to execute its projects efficiently, so they could improve quality, reduce defects and minimize delays.
Case Study
Arctic Wolf Envelops Teamworks with 24x7 Cybersecurity Protection and Comprehensive Visibility
Teamworks, a leading athlete engagement platform, faced rising cyberthreats and needed enhanced visibility into its network, servers, and laptops. With software developers connecting from all over the world, the company sought to improve its security posture and position itself for future growth. The company had a secure platform but recognized the need for a more proactive solution to identify gaps within its technology infrastructure. Data exfiltration and malicious access were top concerns, prompting the need for a comprehensive security upgrade.
Case Study
Sawback IT and Datto Save Client From a Costly Mistake
Ballistic Echo, a software development house, faced a critical challenge when human error led to the deletion of thousands of lines of unique code. This incident occurred before the code was pushed to source control, resulting in significant loss of time, revenue, and work. The previous file-level backup solution they used was slow and inefficient, making it nearly impossible to manually recreate the lost work. The need for a more reliable and efficient business continuity solution became evident to avoid such disasters in the future.
Case Study
Opal Helps Customers Shine Thanks to Datto
SP Flooring & Design Center faced a ransomware attack that encrypted and locked their files. The attack was initiated through a compromised service account set up by an outside vendor. The ransomware infection was isolated quickly, but there was a concern about the extent of the data at risk. The company had backups in place but was unsure of how much information was compromised. The situation required immediate action to prevent further damage and restore the affected data.
Case Study
Zapier Aggregates Multiple Analytics in a Single Dashboard with the New Relic Platform
Zapier, a company that enables non-technical users to push data between hundreds of web applications, was facing a challenge in automating and provisioning servers for optimal performance. The company's environment consisted of 50 Linux servers on the Amazon Elastic Compute Cloud (EC2), a Django application split across several servers, and a backend consisting of a dynamic number of celery task workers fed by messages published to a RabbitMQ cluster. They also maintained a number of internal web services on nginx in front of Gunicorn and Node.js processes. Redis handled simple key and value stores, with logging handled by Graylog2 and ElasticSearch. However, they realized that no level of automation would be sufficient without an effective monitoring solution in place. They needed a tool that could provide immediate alerts when something was breaking and could be easily implemented into their environment.
