Automating everyday workflows for the extended enterprise

Managing information is a full time job for many organizations: between emails, shared drives and other disparate tools, tasks often fall through the cracks. And while companies might have processes in place to help standardize work, many lack the support of automation. Box Relay is a workflow solution that was co-developed with IBM to address the challenge of completing repeatable work. Relay lets you easily and automatically route work to the right people to get work done faster. And since anyone can build, track and manage a workflow in real-time, processes are more efficient and consistent — even those that extend outside the enterprise. With Relay, you can drive productivity across your entire organization, all with the content management benefits of Box

How it works

LAUNCH WORKFLOWS QUICKLY



Box Relay uses a checklist interface to quickly build serial workflows with simple looping and branching, rather than a complicated workflow modeler that requires configuration of each component. Use the easy-to-follow guide to add steps, select actions, and assign due dates and users to automate your work. Publish the template for specific people or the entire company to launch workflows within seconds.

SIMPLY GET TASKS DONE



With a simple notification system, any task you’ve been assigned — or are overdue on — will trigger an alert directly to your inbox. Even people outside your organization can be assigned a task, so everyone in your extended enterprise, including partners, vendors and customers, can all work seamlessly together. And since completing tasks is as simple as using Box, there’s no complicated training to get everyone on the same page.

KEEP TRACK OF PROGRESS



Box Relay eliminates “checking in” emails and keeps all of your project’s communications in one place. You get notifications when workflows are complete or when projects stall in any given step. And, most importantly, you know where each person is in the process so projects are completed on time and compliance requirements are met.

Workflow automation spans every department in an organization. While each process is unique, most teams follow the same general flow. These are the most common ways Box Relay helps streamline your work:

• Collect feedback with standardized reviews. When documents need to follow a prescriptive review and feedback process, many teams lack a standardized review flow — and that means changes aren’t incorporated, nor are the right people consulted. Relay lets you implement an enforceable feedback and review process, automatically routing documents to the right people for review so you can consolidate the latest changes and corrections.

• Streamline the document approval process. When teams rubber-stamp paper documents or write “approved” via email, they don’t have much visibility into the approval status. In Relay, documents are automatically routed for approval, leveraging the intuitive looping functionality if a document gets rejected. And all approvals are logged in the workflow activity log, so you never have to guess who approved what or when.

• Manage document editing and approvals. Processes that call for a flexible mix of editing, reviewing and approvals often give teams the biggest headaches — they spend an inordinate amount of time managing projects to ensure end results are accurate. Relay saves you time and energy by automatically routing the work for you, changing the document permissions based on the step and providing looping and branching for documents that need another go-around.

All with the benefits of Box

Box Relay is built into the platform you already use to manage your content, and it comes with the same features, functionality and design you know and trust. That means your content is protected throughout the entire workflow with audit trails, permissions and data protection. And with deep integrations into Office 365, Salesforce and the other productivity tools businesses use most, Box is the one platform that works with all of your content.