Case Study: Box achieves personalized, automated collections and instant leadership reporting with Tesorio

Box operationalizes collections with personalized dunning and the ability to address leadership's questions within minutes

Box, led by Danica Yang, Senior Manager of Payments and Collections, struggled to scale collections and produce reliable cash forecasts while relying on scattered spreadsheets and an ERP not built for collections. Personalized dunning messaging required engineering sprints, causing weeks-long delays and making it hard to answer leadership’s questions or track payment exceptions and plans in one place—so Box selected Tesorio as its dedicated collections platform.

Tesorio implemented a unified collections solution (including dunning campaigns, workspaces, and Automations/Action Center) that removed spreadsheet consolidation, put communications control in the collections team, and automated workflows. As a result, Box eliminated manual spreadsheet crunching, regained about 2 hours per week by simplifying bad-debt processes, removed weeks of wait time for messaging changes, and can now answer leadership questions within minutes while reporting weekly on impacted customers.

Box

Danica Yanga

Senior Manager, Payments and Collections