Case Study: Box scales consulting operations and boosts project visibility with Planview Clarizen

Box - Customer Case Study

Box, the enterprise content collaboration platform, faced the challenge of scaling a rapidly growing professional services organization that runs hundreds of projects for customers of all sizes. Leadership needed better time and lifecycle tracking, faster onboarding, measurable project performance, clear executive visibility, seamless sales-to-consulting handoffs, and the ability to tie business outcomes back to projects.

Box implemented Clarizen with deep integrations to Box and Salesforce—automating project-folder creation, timesheet and lifecycle tracking, and syncing projects and templates for both packaged and custom engagements. The result was faster ramp-up for consultants, consistent, repeatable delivery, improved utilization and performance reporting, executive visibility into “lighthouse” accounts, richer marketing insights, and a standardized closeout process completed over 2,000 times.

Box

Tim Smith

VP of Consulting