Compliance monitoring · Production

Yonder Consulting adopts Box Intelligent Content Management for secure collaboration and company-wide AI adoption

The problem

Yonder's on-premises servers blocked collaboration with clients while growing data security requirements and compliance mandates put significant pressure on IT. The firm also needed to support both AI-ready and AI-hesitant employees in adopting new ways of working.

Workflow diagram · grounded in source
1
Client project content ingestion
trigger
“In every case study, all the insights come into Box in the first place. It's a foundational layer.”
2
Project portal organization
output
“Box Hubs provides a way to present content in context and paint the full picture. Here, project teams can create content portals to aggregate specific folders and files and point to the correct contacts.”
3
AI document querying and summarization
ai_action
“With AI integrated into Box Hubs, people at Yonder can also query sets of documents and get answers to specific questions or summaries of groups of files.”
4
AI-assisted draft creation
ai_action
“Within Box Notes, people can spin up first drafts of anything, from emails to presentation copy, reducing obstacles to creating new content”
5
Instant Slack document summaries
ai_action
“With Box AI for Slack, if someone messages Cownley with a 20-page policy document, he can use Box AI to instantly draft a quick summary and respond in an informed way without having to read the entire thing.”
6
Anomaly detection and security alerting
validation
“If a user suddenly downloads a large number of files or logs in from an anomalous location, Box Shield alerts the IT team, who can then decide whether to take action and lock down that person's account.”
7
Salesforce client lifecycle sync
integration
“With Box for Salesforce, as a client moves from prospective customer to active project status, it's simple to keep folders consistent and properly permissioned.”
8
Survey data API pipeline
integration
“engineers at Yonder use Box APIs to connect survey data from a proprietary platform into Box”
Reported outcome

Box enabled secure collaboration, gave all employees accessible AI tools, and provided security monitoring that caught 25 potential security issues in 90 days, while giving the team more time back for thoughtful work.

Reported metrics
content stored in Box71 TB
Potential security issues caught in 90 days25
license growth during COVIDfrom 20 to 200
Team time for thoughtful workmore time back to do thoughtful work
Reported stack
Box HubsBox ShieldBox NotesBox SignBox GovernanceBox for SalesforceBox for Microsoft 365Box AI for SlackBox APIsMicrosoft 365SlackSalesforce
Source
https://www.box.com/customers/yonder
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Box enabled secure collaboration, gave all employees accessible AI tools, and provided security monitoring that caught 25 potential security issues in 90 days, while giving the team more time back for thoughtful work.

What tools did this team use?

Box Hubs, Box Shield, Box Notes, Box Sign, Box Governance, Box for Salesforce, Box for Microsoft 365, Box AI for Slack, Box APIs, Microsoft 365.

What results were reported?

content stored in Box: 71 TB; Potential security issues caught in 90 days: 25; license growth during COVID: from 20 to 200; Team time for thoughtful work: more time back to do thoughtful work (source-reported, not independently verified).

How is this compliance monitoring AI workflow structured?

Client project content ingestion → Project portal organization → AI document querying and summarization → AI-assisted draft creation → Instant Slack document summaries → Anomaly detection and security alerting → Salesforce client lifecycle sync → Survey data API pipeline.

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