Discovery Questions 100 - 200 Flashcards
Who in the organization would care the most about this?
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In your role, do you collaborate on content with people internally, externally or both?
How do you do that?
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Which departments need to collaborate with customers, vendors and partners?
How do they do that today?
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Which departments need to collaborate on content with each other?
How do they do that today?
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Who at the company feels strongly about this?
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We work with other companies who often come to us with issues around _______.
Do you have similar pain points?
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Walk me through the mission-critical process(es) that allow you to support customers.
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What are the most time consuming administrative activities for employees?
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Can you describe to me how you’re doing _______ today?
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What is the cost of doing nothing?
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In an ideal world, what would this business process look like?
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With work happening from home, what is working well / poorly for employees?
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What content are you currently storing or sharing?
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How are you managing different versions of content today?
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What types of files are you most often working with?
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What kind of confidential information is being stored today and what are you doing to prevent negligent sharing?
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With remote work the new norm, what is working and not working well for employees?
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How are you evolving your security policies to support increases in remote work?
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How do your remote users securely access the critical files they need?
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What percent of your employees are using Box vs. other apps for accessing files right now?
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When users are VPNing to access files, are they running into any challenges around usability or performance?
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Are employees using Slack, Teams, Zoom or other cloud productivity apps?
How are you securing files shared in those apps?
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Are you sharing files externally with partners, customers, or vendors right now?
How are you keeping that data secure?
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Are employees allowed to use personal devices to access enterprise apps and files?
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What authentication factors or password requirements are in place to access corporate apps and files?
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Do you have visibility into how files are shared, downloaded and accessed across your organization?
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What types of sensitive or regulated files do you manage in your organization?
Do you classify said files to regulate access or sharing?
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Do you work with regulated data today?
How do you ensure it’s secure and not shared externally?
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Do you have a defined process of monitoring and detecting cyber incidents as it relates to sensitive company files?
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What does success look like in your role?
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What are your top security initiatives or priorities this year?
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Do you have employees, partners or customers in different countries that require you to store and manage data?
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Do you have a need to address geo-specific data residency and privacy regulations?
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Do you require an audit trail of where data for every user is stored?
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Does your org have the necessary policies and procedures in place to ensure the security and portability of PII?
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How do you transfer confidential data internationally?
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Are you required to maintain duplicative systems in different regions to address data residency concerns?
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Do you find it difficult to change where user content is stored when business requirements change?
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How do you ensure end users don’t have to think about where content should be stored for data residency compliance?
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How do you manage access to sensitive data?
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How do you retain data needed for internal or 3rd party audits?
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What safeguards do you need in place to ensure confidential data is not shared with the wrong client?
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How long are you required to maintain documents related to _______?
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How do you classify content to secure it for virtual deal room situations?
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How are you protecting PII and PHI in the cloud?
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What retention requirements do you have for client data?
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How do you manage litigation with clients?
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How do you keep client data secure?
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How do you ensure consultants don’t have access to data from clients that compete with each other?
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How do you educate employees about what is internal only and what can be shared with clients?
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How do you ensure clients do not access each other’s content by accident?
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How do you prevent employees from walking away with sensitive content?
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How do you prevent leakage of sensitive documents?
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What is your process for discovering content when sued?
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What is your process for placing content on hold for litigation?
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How do you control who has access to sensitive documents?
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How do you want to quantify the results of this process?
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What is the process for collaborating with agencies, from negotiating contracts to finalizing assets?
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How do you ensure the security of these assets?
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Which teams are involved in creating and distributing assets?
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How often are confidential assets shared outside the organization?
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Does your _______ review process involve multiple systems and people?
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How easy is it to quickly search for and share rich media?
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Do you find that your _______ team is often using outdated assets in the field?
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How does your _______ team share sensitive or regulated content with your customers?
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How critical is it that your _______ teams have mobile access to materials?
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What security and auditability concerns do you have today?
How are you addressing them?
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How do you currently secure, store, organize, search and share contracts?
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How do you collaborate on contracts that go through multiple revisions with multiple internal and external parties involved?
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How do you you typically sign agreements?
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What tools do youcurrentlyuse toenableyoursalesteams?
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How often do you refreshyoursales assets?
How do you ensure everyone has access to the latest versions?
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Do you share sensitive or regulated content with your sales teams?
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Whatpercentage of your workforce works in offices vs the field?
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Whatis your _______ team’s mobilestrategy?
Are they given mobiledevices for remote work?
What kind of work do they perform?
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What kind of information is captured and accessedduring your _______ process?
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Are you building custom mobile apps foryour employees?
Do these apps allow them to exchange data, scan documents or capturerich data?
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How do remote and field staff access content residing in on-prem systems, network shared drives or SharePoint?
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How do you onboardemployees / customers / vendors today?
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Where does content get stored that you work on with new employees / customers / vendors?
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How effective is the process?
How frequently do errors occur?
What errors do you come across most frequently?
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After you onboard vendors / partners, how do you work together? (eg: To review and approve project plans)
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Does your HR team spend a lot of time answering recurring questions from employees or creating materialsthatget outdatedquickly?
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How do you currently distribute HR materials like benefits?
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Do employees have an easy way to navigate through important HR information to find what they need?
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How do you meet compliance requirements for HR records?
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What onboarding processes do you have today?
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What kind of content do you collect during your onboarding processes?
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How many people are onboarded each month?
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What are the steps in your current onboarding process?
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Where do you maintain HR records today?
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How do you discover content relevant to employee litigation?
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What is your process for providing content to the department of labor for audit?
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Which of your business processes feel needlessly complex?
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Do you ever print or FedEx documents for client onboarding or other processes?
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Do you send confidential documents via email?
If not, then how?
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What external applications are connected with your content processes?
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How long does it take for clients / employees / partners to get onboarded?
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Are clients / employees / partners satisfied with this process?
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How do you notify your clients / employees / partners about pending document related tasks?
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How do your front office employees manage all of their customer facing activities and engagements?
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How do you communicate with external parties?
Do you send confidential documents via email?
How?
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What external applications are connected with your content processes?
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How did you replace in-person collaboration?
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How do you share highly regulated documents with _______?
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How much does this cost your team?
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What does that process look like?
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What technologies do you use?
Do you feel like they allow you to work efficiently?
What would you change?
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Do you feel like that allows you to work efficiently?
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What would you change?
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Are there any processes you’d like to simplify or turn digital?
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How long does it take to process _______ information?
Who do you send it to?
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How do you make sure your regulated content is secure?
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What does your process look like for _______?
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How do you share information like _______ across your teams?
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What does your current solution prevent you from doing?
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Who do you share information with?
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What type of information do you typically work with?
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How do you share paper-based documents?
Who do you share them with?
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Doyou have the tools todayto automaterepetitive processes, like document reviews and approvals?
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How are these tools perceived by users?
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How do you engage with customers / clients today?
Via email? Mail?
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Do you have a mobile application?
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How do customers / clients submit feedback or documents to your team? Email? Mail?
What does that process look like?
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Do you have any plans to digitize any of your key processes across the business?
Does that involve process automations?
What about approvals?
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How do your field teams share information with prospects and clients?
Can they show digital assets or is this process paper based?
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Is this process paper based?
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Who do they communicate with?
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How many people are onboarded each month?
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What kind of tasks are your _______ performing on a daily basis?
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When onboarding external _______, how do you manage the security of information shared?
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Where do you maintain _______ records today?
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How do you discover content relevant to employee litigation?
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How do you collaborate on _______ that go throughmultiplerevisions and have multiple internal and external partiesinvolved?
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How do you get your _______approved and signed on time?
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Which teams are involved in creating and distributing _______?
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Where are the assets that are being worked on stored?
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How do your teams securely share information between _______ and your company?
(e.g. Vendor Tax Forms / NDAs / Banking Information / Signed Agreements / etc.)?
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Are you worried about compliance with contract requirements, financial reporting guidelines and regulatory documentation?
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How do your teams edit and share files?
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Where do you store project plans and notes?
Is there a record of changes and progress?
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Are you concerned about how your teams securely share _______?
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Is auditability a concern?
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Beyond email and calendaraccess, what capabilitieshave you deployed for your staffon mobile devices?
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How do remote and mobileemployeesaccessdataresiding in On-Prem Systems, Shared Drives or SharePoint?
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How to handle international transfer of personal data?
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How is this impacting the business?
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Who will own the final sign-off?
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What made you take this call today?
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We work with a number of other’s in your industry like _______ and _______ and consistently hearing that _______ are high on the list of things to focus on right now.
Is that the same for you?
What are the one or two biggest initiatives going on right now?
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What are the one or two biggest initiatives going on right now?
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A lot going on in the world of _______ right now, how are you guys adapting?
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What are the top priorities for the company this quarter?
Why?
How will those impact your overall goals?
What about this year?
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How are they generating revenue?
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Is there revenue tied to that?
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Who are your customers?
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What does the company’s growth plan look like?
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What technologies are currently being used?
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What are your department’s mission-critical initiatives for this Quarter?
Why?
How do those impact the business?
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What metrics are you responsible for?
Why?
How does that impact the business?
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Which departments are stronger adopters of cloud technologies?
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How many employees?
Where are they located?
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What are the different departments at _______?
Which are the largest?
Which most directly support your revenue stream?
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Who do you report to?
What do they care about?
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Tell me about your role. What do you do day to day?
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What tools do you use for that today?
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What does your current workflow look like?
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What hurdles or pain points are you running into with this process?
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Why is it important to solve this?
Why now?
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How is this impacting productivity?
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What does an ideal outcome look like for you?
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What about Box caught your attention?
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Why will that improve your workflow?
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How will that impact your team’s productivity or solve your problem?
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What security, compliance and feature requirements do you have?
Why?
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How will that impact the business?
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How will you decide on a vendor?
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Why is that the process?
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Why are those people involved?
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