Custom CRM Integration DemoSami Ellong

10/28/2013

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 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)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 parameterCapture the Folder Id from the response and store them in a database

Create Folder method to create Account related subfoldersCreate a subfolder for each file category and record for a given Account record. Account folder/subfolder Id passed as Parent Folder Id parameterCapture the Subfolder Ids from the response and store them in the database

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

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 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