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Box and ECM:Key integrationsthat drive digitaltransformation

2Table ofcontents03ECM is moving to the cloud04Four key ECM processes to transition to the cloud05Seamlessly capture and ingest content08Process all of your content in the cloud11Governance for the content lifecycle12Analyze content with machine intelligence15Bring it all together with Cloud Content Management

ECM is moving to the cloud3ECM is movingto the cloudDigital transformation is radically disrupting the business world.With Cloud Content Management (CCM), Box provides the securityThe pace of market change and the speed of innovation requireof a traditional ECM system with the usability, mobility and user-that today’s companies operate in a market landscape that is morefriendliness that companies and workers expect today. And bycompetitive than ever. To adapt to this new, digitally disrupted businessproviding a consolidated content layer in the cloud, Box makes it easylandscape, many companies are re-examining the way they work.to integrate with a broad range of best-in-breed ECM vendors to forma complete, cloud-based ECM solution. This enables businesses toAs part of this broad digital reckoning, enterprises are also rethinking thehandle everything from simple content use cases, such as sharing filesway they manage content and finding that traditional Enterprise Contenton mobile devices, to more complex business processes like documentManagement (ECM) solutions are no longer enough to keep up. Legacy,retention, workflow and custom process integration.on-premise ECM solutions are unable to support the range of newcontent use cases companies require to function in the digital age, fromBy managing enterprise content in the cloud with Box, businesses cancollaboration across the extended enterprise, to agile and intelligentrise to the challenge of transforming digitally, improve operationalbusiness processes to building exceptional customer experiences.processes and build the exceptional customer experiences necessary tostay competitive in the digital age.Fortunately, legacy ECM solutions aren’t the only option for largeenterprises looking to securely and efficiently manage their content.Cloud-based ECM solutions are poised to displace legacy ECM as thepreferred way to manage content, foster digital business processes andenable employees across the extended digital workplace.

Four key ECM processes to transition to the cloud4Four key ECM processesto transition to the cloudWith best-in-breed integrations, Cloud Content Managementmakes it possible to get the most out of your contentthroughout the entire content lifecycle.Box offers integrations with best-in-breed software players to help you manage content through the following stages:Seamlessly captureProcess all of yourGovernance for theAnalyze content withand ingest contentcontent in the cloudcontent lifecyclemachine intelligenceIngest new content into your ECMUse metadata classification andLeverage classification andUse machine intelligence tofrom digital or physical documentssearch, eSignature capabilities,data loss prevention (DLP) andextract new meaning andand files.workflow tools, automation andeDiscovery to make sure allinformation from previouslybusiness process managementcontent governance, retention andunstructured data.(BPM) solutions to manage andcompliance requirements are met.extract value from your content. Fax and scan eSignature Classification Capture software Business process eDiscovery Formsmanagement App connectors Artificial intelligence

Four key ECM processes to transition to the cloud5Seamlessly captureand ingest contentAs an organization transforms from legacy, on-premise file shares oreven physical files to Cloud Content Management, it must inevitablyfigure out how to transition to a paperless way of working. Withsoftware tools that scan, index and extract content from digital andpaper files, companies can move forward in this transformation journeyBy managing your enterprise content effectively across each of thesestages of the content lifecycle, you become poised to get the mostvalue out of your content and to take advantage of the full range ofcontent-based services open to the extended enterprise. The restof this eBook will explore the ins and outs of the robust suite ofintegrations you can leverage with Box to move your ECM to thecloud and transform the way you work.and make that content searchable and actionable in a way it wasn’tbefore. Once in Box, content can be more effectively intertwined withother core business applications and workflows.Box also offers a full set of integrations with partner services aroundcontent capture and ingestion. From bulk scanning with opticalcharacter recognition (OCR), to automatic metadata application andcategorization, to email capture and categorization, we’ve got youcovered. Box also offers a product feature called Box Capture that letscustomers take photos, videos and document scans from their mobiledevices and save them to Box so that teams can react to informationfrom the field in real time.

Seamlessly capture and ingest content6Facilitate a paperless workplacewith fax and scanUse capture software to moveto the cloud at scaleBox partners with a variety of fax and scan hardware and softwareBox partners with other software providers to broaden and enhanceproviders to help companies work digitally and embrace the paperlessits overall ability to capture data and integrate it into the cloud.workplace. Capture solutions can also help you move files fromon-premise file servers to the cloud.With CaptureBites connecting Kofax and Box, you can map Kofax’sindex fields to Box metadata attributes. This allows for more preciseCanon integrates with Box to allow users to scan documents directly tosearching and lets you generate searchable PDFs to perform a searchtheir Box accounts rather than sending them to email first.on any word on your scanned documents in Box.Ricoh integrates with Box to allow users to scan hard copy files directlyWith Ephesoft, you get automated routing of documents stored fromto their Box accounts in the cloud.just about any source to Box. This includes imports from folders,content management systems, email accounts, mobile devices, copiersand more.

Seamlessly capture and ingest contentUse capture software to moveto the cloud at scaleForms applications allow electronic data to be captured via mobileforms, and thus make processes initiated by field teams and customersmore efficient. Working with different form provider integrations, youcan use data stored in Box to auto-populate form fields, automaticallyexport form data to Box and leverage Box as a centralized contentrepository.7“Content is a vital part of our business, sowe put a lot into the best ways to manageit. By standardizing on Box, and leveragingits metadata capabilities, we were able tosimultaneously centralize all of our assets,and make them easily discoverable foremployees and outside contractors.”— Bjorn Pave, Senior Director of IT, PopSugarProntoForms is integrated with Box to make it easy for remote workersto collect data on mobile devices and access company data in thefield. It also makes it possible for companies to track, analyze andcontinuously improve processes with form automation solutions.GoFormz integrates with Box to allow users to create electronic mobileforms that save back to Box. Inputs from these forms then flow intoconfigurable workflows and can even match forms fields to Box metadata.

Process all of your content in the cloudProcess all of yourcontent in the cloud8Leverage eSignaturewith BoxAs companies embrace working more digitally, eSignature tools havebecome an integral part of helping them get work done both internallyContent processing and workflow management applications make itand with external partners across the entire business ecosystem.possible to standardize the activities and flows across systems andWhether you’re trying to speed up the contract approval process orpeople in your business. While Box Relay allows any user to buildto get the perfect candidate to sign an offer letter, leading enterprise-custom workflows for processes previously relegated to email, othersgrade eSignature solutions integrate with Box to make the process arequire more sophisticated applications. From eSignature to rules-simple and painless.based business process management (BPM) to system-to-systemconnectors, Box provides the integrations needed to create thesecomplex, end-to-end automated process flows with ease. And byautomating these processes, you can drive continuous improvementsacross your business and increase your market competitiveness. Boxmakes it easy to drive these crucial business outcomes and automate,Adobe Sign integrates with Box so users can send documents for signaturedirectly from Box’s own web interface. Once signed, documents areautomatically saved back to Box and can be accessed from anywhere.streamline and standardize processes across every business.DocuSign give users a number of options for how to work with Box. You cansend your files directly from your Box account to be signed in DocuSign, or youcan work within Docusign’s interface and configure your DocuSign account toautomatically save signed documents directly to Box. You can also use yourmobile device to select a document from Box to send out for signature.

Process all of your content in the cloud9Improve business processmanagement (BPM) with BoxBuild automationwith API ConnectorsWith integrated partners, Box users can create custom processes tiedWith the help of Connectors, businesses can create cause-and-effectto Box content or trigger specific workflows based on Box events orlinks between different web services and thereby build automations andmetadata. This ultimately boosts efficiency and consistency across keyintegrations other than what Box provides natively. Bringing togetherprocesses.cloud apps, on-premise apps, databases, APIs and files together, these lowcode platform partners deliver data and events in the right sequence forautomation. By automating certain workflows, businesses can streamlinetheir overall business processes and free up employee time for morePegasystems enables users to easily source content from Box without leavingtheir Pega app and then store application case attachments inBox securely.Nintex is a low-code BPM application that integrates data and content storedin Box. With Nintex and Box, users can add sophisticated workflows aroundtheir documents, deliver automated solutions and create folders and movecontent between those folders in an integrated solution.strategic activities.SnapLogic provides a visual interface to simplify the process of connectingweb services to one another, to on-premise applications and to data sources.Integrated with Box, SnapLogic makes it easierto integrate Box APIs to otherservices you frequently use with little effort.workatoWorkato is an Integration Platform as a Service (iPaas) vendor that enablesintegration between Box and a myriad of other applications, including withCustomer Relationship Management (CRM), marketing, accounting andEnterprise Resource Planning (ERP) apps. Customers can use Workato toconnect a range of applications together rather than relying on pre-builtintegrations.

Process all of your content in the cloudHow Box transformed eSignatureat Guaranteed RateAs the world’s first digital mortgage lender, Guaranteed Rate has fullyembraced the digital business model. The firm chose Box as its contentbackbone to power secure content services for its web and mobileapplications. Applicants can upload, view and management documentsdigitally and provide eSignatures through Box’s DocuSign integration.Using Box and eSignature, Guaranteed Rate’s Digital Mortgageapplication has reduced loan processing time by nearly 50%.10