Case Study: Box streamlines onboarding, sales, and incident management with Workato

Box cuts partner onboarding from 5 hours to under 1 hour with Workato

Box, a leading content management and collaboration platform, faced challenges with inefficient, time-consuming processes as it grew rapidly. Their partner onboarding took five hours across three apps, sales reps struggled to update Salesforce, and employees wasted time on context switching for approvals and Jira tickets. To address this, they turned to the vendor Workato for a workflow automation solution.

By implementing Workato, Box automated its key processes. They reduced partner onboarding from 12 steps to 4, cutting the time from 5 hours to under 1. Using Workato's Workbot for Slack, they created a Deal Desk for sales updates, centralized approvals, and streamlined Jira ticket submissions. This resulted in increased efficiency across sales, reduced context switching, and improved incident management, allowing employees to work more effectively.

Box