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Custom CRM Integration DemoSami Ellong10/28/2013
Ability to associate documents to a customer Account record
Easy to navigate folder structure Guidance on content migration Open security model allowing all employees
to upload/download files Limited technical bandwidth
Known Requirements
1. Data Analysis2. Prep Box environment3. Content Migration4. Build CRM Integrations5. Embed Box into CRM interfaces6. Testing/Bug Fixes/Enhancements7. End User Training8. Go Live
Project Milestones
Analyzing file usage patterns to determine if there are any files that can be deleted or archived
Ensuring that every file can be associated to a customer account
Ensuring that every file can be categorized with a type (Account, Contact, Opportunity, Contract)
Optionally - Determine a standard file naming convention which will make them easily identifiable in a sub folder. (Example: Sami Ellong – Document 123)
Identifying outliers and working with the Business to identify next steps.
Data Analysis
Create Folder method to create Account folders: Create a Folder for each Account record. Root folder passed as Parent Folder Id parameter Capture the Folder Id from the response and store them in a
database Create Folder method to create Account related subfolders
Create a subfolder for each file category and record for a given Account record.
Account folder/subfolder Id passed as Parent Folder Id parameter
Capture the Subfolder Ids from the response and store them in the database
Prep Box environment
File Mapping Example
CRM File Id
CRM File Location
File Name File Category
Account Folder Id
Sub Folder Id
123 \crm\ibm\con IBM Joe Smith Bio
Contact File
123456 5555555
456 \crm\ibm\acc IBM pitch Account File
123456
789 \crm\ge\acc1 GE pitch Account File
987654
999 \crm\ge\con2 GE Contract 1
Contract File
987654 7777777
Use File Upload method to migrate files into Box Pass Account folder Id as Parent Folder
parameter for Account files Pass appropriate subfolder folder Id as Parent
Folder parameter for all other files
Content Migration
Account Creation: Leverage Create Folder method to create the Account folder and necessary subfolders.
Account Deletion: Leverage Move Folder method to Archive the Account folder into a separate root folder.
Build CRM Integrations
Embed Box in the following places: Tab page to display entire folder structure Individual record pages
Embed Box into CRM interfaces
Perform end to end testing on the functionality
Perform user acceptance testing with a subset of users
Fix bugs, make enhancements
Testing/Bug Fixes/Enhancements
Train end users on Box basics Train end users on the custom integration
between CRM and Box
End User Training
Project Manager Business Analyst Developer Trainer
Required Resources
Project Timeline
2013
Nov Dec
2014
Jan Feb
Go LiveFeb 13
End User Training Complete
Feb 6
Testing/Bug Fixes CompleteJan 20
CRM Integrations Complete
Dec 23
Content Migration CompleteDec 4
Box Environment Prepped
Nov 15
Data Analysis CompleteNov 8
2 daysGo Live Prep
Feb 12 - Feb 13
5 daysEnd User Training
Feb 6 - Feb 12
14 daysTesting/Bug Fixes/Enhancements
Jan 20 - Feb 6
21 daysBuild Box Embed Interfaces
Dec 23 - Jan 20
14 daysBuild Integrations
Dec 4 - Dec 23
14 daysMigrate Content
Nov 15 - Dec 4
6 daysCreate Account Folders & Subfolders
Nov 8 - Nov 15
5 daysData Analysis
Nov 4 - Nov 8