Custom CRM Integration DemoSami Ellong10/28/2013

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 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

Analysis of 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)

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 parameter Capture 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 parameter Capture the Subfolder Ids from the response and store

them as fields on Account record

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

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 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