Custom CRM Integration DemoSami Ellong

10/28/2013

Easy to navigate Folder Structure

Guidance on Content Migration

Ability to associate documents to a customer Account record

Open security model allowing all employees to upload/download files

Limited technical bandwidth require innovative solutions

Known Requirements

1. Data Analysis

2. Prep Box environment

3. Content Migration

4. Build CRM Integrations

5. Embed Box into CRM interfaces

6. Testing/Bug Fixes/Enhancements

7. End User Training

8. Go Live

Project Milestones

Analysis of file usage patterns to determine if there are any files that can be deleted or archivedEnsuring that every file can be associated to a customer accountEnsuring that every file can be categorized with a type (Account, Contact, Opportunity, Contract)Ensuring that all file names use a proper 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. Categorize & Migrate or Delete/Archive

Data Analysis

Use Create Folder method to create Account folders:Create a Folder for each Account record. Root folder passed as Parent Folder Id parameterCapture the Folder Id from the response and store it as a field on Account record

Use Create Folder method to create Account specific subfolders

Create a subfolder for each file type per Account record. Account folder id passed as Parent Folder Id parameterCapture the Subfolder Ids from the response and store them as fields on Account record

Prep Box environment

File Mapping Example

CRMFile 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

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 Root folder into a page/tab in the Application

For each account record page, embed the account's corresponding Box folder

For each Contact record page, embed the account's corresponding Box Contact subfolder

For each Oppty record page, embed the account's corresponding Box Oppty subfolder

For each Contract record page, embed the account's corresponding Box Contract subfolder

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 btwn 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 CompleteDec 23

Content Migration CompleteDec 4

Box Environment PreppedNov 15

Data Analysis Complete

Nov 8

2 daysGo Live PrepFeb 12 - Feb 13

5 daysEnd User TrainingFeb 6 - Feb 12

14 daysTesting/Bug Fixes/EnhancementsJan 20 - Feb 6

21 daysBuild Box Embed InterfacesDec 23 - Jan 20

14 daysBuild IntegrationsDec 4 - Dec 23

14 daysMigrate ContentNov 15 - Dec 4

6 daysCreate Account Folders & SubfoldersNov 8 - Nov 15

5 daysData AnalysisNov 4 - Nov 8