scale your mission: content collaboration in the cloud

Scale your mission: Content Collaboration in the CloudWebinarDecember 2, 2015

Your Presenters Today

Brent ShivelySolutions Analyst

Idealist Consulting@idealistcons

Zach TurnerManager, Sales Engineering

Box.org@BoxHQ

Today What is cloud content management & collaboration? Who can be effected 3 insightful nonprofit examples Integration + best practices Wrap-up and Q&A

What is Content Management & Collaboration?

▪Visualized: Box is the unstructured content data layer, Salesforce is the more structured layer.

▪Great content managementserves internal & external stakeholders

What is Content Management & Collaboration?

The kind of content we’re talking about:

● Fundraising: campaign assets like .ppt’s, grant app materials...● Program management: last year’s outcome #’s, contracts, program plans...● Admin/back office: board minutes, photos from staff retreat, strat plans...

How does it manifest per nonprofit department?

What external stakeholders can be affected?

Here’s what sort of external audiences could benefit from an awesome content collaboration solution:

● Grantees● Donors● Anyone who needs to upload, download, sign, or share

3 Insightful Nonprofit Examples

1. Migration off of a scattered approach - Dropbox+Microsoft+File svr+drives+...Bring it into Box once you’re ready to have a secure content layer

3 Insightful Nonprofit Examples

2. Sharing content with an external Community http://community.box.com/nonprofit shows a goodexample of how you can embed content assets intoa community experience, and what orgs who haveBox can do in their websites/embed

3 Insightful Nonprofit Examples

3. Marketing Automation Share event-related content and event-related marketing management: Box acts as a digital asset management platform team with creative agencies

>4000 .orgs now use Box donated or discounted (all sizes)

Integration + best practices

We come in and help map it out with everything else you’re trying to do.Box fits into the whole business process by connecting with 1000+ other apps:

● Salesforce connection (see Appexchange + FilesConnect coming soon).● Form Assembly● Conga Composer● Esignature

Integration + best practices

Best Practices:

● Folder management● Document management● Taxonomy/naming conventions

Q&A

How to reach us

www.idealistconsulting.com800.889.8675

marketing@idealistconsulting.com@idealistcons

www.box.org877-729-4269

signup@box.og@BoxHQ