Case Study: Cardinal Capital Management achieves project-focused operations and major cost and audit-time savings with Box

Cardinal Capital Switched to Box. Now They Manage Projects, Not Servers

Cardinal Capital Management, led by Asset Manager Joe Thomae, faced a costly IT dilemma: maintaining on‑premises servers would require roughly $400,000 in updates over four years. Frustrated with server upkeep and looking for a more efficient way to collaborate and manage content, Joe began experimenting with cloud solutions.

After trialing Box and expanding a test group to six employees, Cardinal moved its entire operation to the cloud. Box’s collaboration and preview features eliminated many uploads/downloads, drastically speeding workflows—during a recent audit the company reduced staffing and time from seven accountants for eight days to two accountants for two days—allowing the team to focus on projects instead of servers.

Cardinal Capital Management

Joe Thomae

Asset Manager