Case Study: Box scales professional services and gains end-to-end project visibility with Planview AdaptiveWork

Box - Customer Case Study

Box, headquartered in Los Altos, CA, is a leading enterprise content-collaboration platform whose growing professional services team runs hundreds of projects for customers ranging from 25 to 300,000 employees. To scale quickly the new consulting organization, Box needed tools and processes for time tracking, rapid onboarding, measuring project performance, executive visibility, smooth sales-to-consulting handoffs, and tying business outcomes back to projects.

By implementing Clarizen and integrating it with Box and Salesforce, Box automated project lifecycle tracking, auto-created project folders, and standardized timesheet and closeout processes (completed over 2,000 times). The result is seamless handoffs between sales and consulting, improved visibility into project health and profitability, repeatable service delivery, and better executive reporting and marketing insights.

Box

Tim Smith

VP of Consulting