Phase 1 - Plan Deployment

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1. Conduct a Knowledge Transfer

If you weren’t involved with your organization’s purchase of Box, it’s a good idea to pick the brains of those who were. Learn their vision for your Box account, and be sure to ask for any information they received from their account executive.

If someone else on your team is helping with the implementation process, now’s also a good time to pass on your findings to them to make sure everyone’s on the same page.

2. Train Account Admins

Next, it’s time to get your account admin(s) trained and ready to go. Consider attending one of our online admin help sessions: These lessons teach you all there is to know about the Admin Console, the control panel you or your admin(s) will use to manage your Box account.

In this session, you’ll follow a structured walkthrough of Box’s capabilities and configuration options that’ll help you understand the implications of any changes you make to your account. Plus, there’s a Q&A session at the end of each training, letting you pitch your questions to the experts. To sign up, just visit Box University.

Prefer a written guide to work through at your own pace? No problem – take a look at our comprehensive Admin Console guide, available here.

3. Analyze Use Case(s)

Because Box supports an open platform, there’s lots it can do for your organization – so it’s important to configure your account with specific needs in mind. Your goals will influence many parts of your account, including folder structure, user management, and security settings. Understanding your objectives and corporate environment will simplify your entire deployment strategy – and simple is what Box is all about.

Need a little inspiration? Check out what other Box customers have done … you might be surprised!

4. Document Project Objectives

Now that you’ve developed your use case, it’s time to document your objectives for the deployment. Key questions to consider:

  • What results are you looking for?
  • When do you expect to see these results?

5. Finalize Your Project Schedule

While your admins are training, map the stages of your project by developing timelines for every aspect of your deployment – including content migration and user deployment. Consider the resources you’ll need for each stage, and your plan’s on its way to realization.

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