 Everyone, thank you so much for joining us for our webinar today, Saving Time and Money, Why Cloud Integrations Matter. Just before we get started, I just want to go over a few housekeeping items. So all the callers will be muted. So if you have questions, there is a chat box that you should see on the left hand side of your screen. If you lose your Internet connection, just use the link that was emailed to you and then re-login using that unique URL. If you have to drop off or if you want to watch the webinar once it's over, the webinar will be hosted on our website at techsoup.org slash community slash events dash webinars. You'll also be receiving an email with the presentation, the recording, and all relevant links. If you're on social media, feel free to send us a tweet at techsoup using hashtag TS webinars. But again, we'll be checking the Q&A box on the left hand side of your screen. So feel free to ask questions as we go along. So just a little bit about TechSoup. We are in 236 countries and territories, and we work with over a million nonprofits providing hardware and software, either donated or discounted. So just to give you guys a chance to use the chat box, if you want to type in where you guys are calling in from and I can read a few of them out just to make sure it works. So we have Arizona. That's nice. It must be warm. Warmers in here. Texas, Denver, San Francisco, someone near us, Kentucky, Oregon. Do we have anybody calling or dialing in internationally? Not yet, but I see Alaska, which is far. Cool. Okay, so it seems like it works. All right. So we work with several technology partners, Adobe, Intuit, Microsoft, Symantec, just to name a few. And then obviously today we have three of our technology partners here, DocuSign, Okta, DexSign, Okta, and Box.org. And all of these organizations are part of an initiative that TechSoup is also now helping out with called Pledge 1%. So for those of you who don't know about Pledge 1%, Pledge 1% partners with leading organizations to encourage early stage companies that they work with to make giving back a priority. So Box.org, DocuSign, and Okta who are all on this webinar today are part of this amazing initiative and have taken the pledge to donate 1% of their company's equity, time, product, and or profit. All right. So I'm going to go ahead and introduce our speakers today. So we have three speakers, Brian Breckenridge, Amy Skeeter's Barons, and Aaron Bowdo Felter. So Brian Breckenridge, he is with Box.org, and he is the Executive Director, and he leads their effort to empower nonprofits and partners around the globe. And then we also have Amy Skeeter's Barons who is the Executive Director of DocuSign Impact. And prior to DocuSign she spent 10 years at eBay where she held various leadership positions in the company's philanthropic units. And most recently she served as COO for reputation for eBay marketplaces overseeing business operations, strategy, and planning globally. And then we also have Aaron Bowdo Felter who you may recognize if you attended our webinar a couple of weeks ago. She is the Founding Executive Director of OCTA for Good which is OCTA's Corporate Social Impact Initiative. And she's worked at the intersection of business and social impact for over a decade and has had various corporate social impact roles at Zynga, Yahoo, and Warner Brothers. So I am now going to pass it off to Brian. So Brian, if you're there you can take control. Yeah, absolutely. Are you able to hear me? Yes, we can hear you. Fantastic. Well, it's an honor to chat with everyone here today. So glad to know that dozens of organizations are interested in bringing cloud technology to their organizations. I wanted to start here with a poll just to make sure that a lot of you folks who are sweet to tell us where you are radioing in from today, but also love to hear from you about which of you truly feel like you understand what cloud means in the context of technology. So if you could jump into the first poll that's being provided here, you complete the poll by just clicking on one of these radio buttons and clicking submit. So again, working on learning theory to keep you engaged looks like we're somewhat as well out in the lead with definitely to follow. I think if we had done this call a year ago we would have seen a lot more it's weather related, right? Question mark. So thanks a lot for answering that quick poll. It looks like everybody here has a basic example, and we're not going to build too much on that basic example today, but certainly happy to answer even more sophisticated questions as we advance in our relationship with all of you all. So in answering the quick question of what is the cloud, I think what we know for sure the cloud is not, which is actually me at the nonprofit tech conference last year or last week rather down in New Orleans wearing a cloud jacket. This is not necessarily what we mean when we're referencing what is the cloud. And hopefully there's a few of you smiling or at least providing some props. When we arrived on the left is Chantal from Technology Alliance Group and then a thought leader in philanthropy there on my left on the right of the screen. And all of us had these very vibrant jackets and almost thought we could be doing a jacket best practices panel as opposed to a technology and funding technology conference panel. But anyway, the cloud is more cloud computing. So it's a layer of technology that makes the technology that you're accessing available securely through the Internet instead of hosting the application on premise. And for those of us that have spent the last decade or more working for cloud organizations that care a lot about nonprofits, we're really excited to see these technologies get more and more accessible. And certainly DocuSign, Okta, and Box are no exception to that rule. So many of the pioneers in cloud computing, which these three organizations that we work for supporting nonprofits represent, but there are certainly many other frankly hundreds of technologies that nonprofits are starting to access that are delivered in a cloud-based manner taking some of the challenges of managing on-prem technology off of your shoulders. And there are about seven of those cloud companies that I'm going to let my good colleague Erin tell you about now in an initiative we started a year and a half ago together called the Impact Cloud Initiative. Over to you Erin. Great, thank you Brian. Good morning everyone. So as Brian said, there are many, many, many cloud companies. And increasingly there are cloud companies who are stepping up and saying we care deeply about helping nonprofit organizations fulfill their missions with our technology. And so Impact Cloud is a coalition, a group of these companies, you can see us all here represented on the screen working together to improve nonprofit access to and adoption of cloud technologies. The goal of which is to help them boost efficiency, streamline operations, and increase their impact. You are going to hear from three of us today. And I want to just give you a preview of what you are about to hear. At the simplest level, this is kind of what the three of us care about as companies. Box cares about the files you manage. And Brian is going to hop back on and talk more about that. DocuSign, which Amy is going to talk to, cares about you getting your document signed quickly and efficiently. And then at Okta, we really care about helping you manage the people who access your technologies. So at the simplest level, that's what we all do, that's what we care about. And all of these things together are really about helping to make you more efficient, more productive, more secure, which is increasingly important, and focus on the activities that drive your mission. So we hope that you kind of listen to the next few segments with all of this in mind, and we look forward to your questions after that. So I am going to now turn it back over to Brian who is going to walk you through Box. Thank you very much everybody. So let's start with another poll. And I'm just going to ask the close to 100 of you that are assembled here. How many of you are familiar with Box as a cloud content management platform and or our social impact initiative called box.org? So maybe we will reduce this to how many of us are aware of Box from a technology perspective, not so much a volunteering or grant making or advocacy lens. Through those advocacy lens, let's look through the technology lens. Are people using Box to manage their content, a.k.a. their files? Are they familiar but not using it? Perhaps you have heard of it, but not totally clear on what in the heck Box can do? Or what in the heck is Box.org? So I would love to just know a little bit more about who is here and can engage my comments over the next few minutes accordingly. So skipping through to the results, it looks as though almost half of us answering the poll are saying what is Box or what is Box.org? And so that again is very, very helpful. It looks as though 8 or 10% of you are familiar in using Box today on a donated or a discounted basis. So that gives me a really good sense. We need to really stay at that. What is Box generally level? And so the response or the answer there is that Box is a cloud content management platform that's housed in the cloud and it helps you as an organization regardless of your size, be it volunteer only or maybe you represent the IT team in a really large international nonprofit. But we're going to help you store and share and manage all of your files in one place. And as this graphic represents, when I speak to files, this means all of the files that your productivity applications like Microsoft and Google with the words and the G Suite and the G Docs and all of those things represent, but also all of the pictures or the videos or the audio files, well over a hundred file types are the types of files that we help organizations centralize, control, and then start to store and manage in a more productive way with their internal teams and with their external teams. And so we're currently in the position and a very grateful position of serving over 80,000 organizations in the commercial and the nonprofits, governments, and educational world on our file management or cloud content management platform. And so lots of large brands that are household names are familiar with the Box technology and trust us and use us to manage their different file types. But we also have lots of really small organizations. We currently are serving about 2,500 nonprofits that pay us a dramatically discounted rate to store their content on our platform. But we're also serving 3,000 or 4,000 organizations depending on how you define that on a donated basis. And certainly we rely heavily on TechSoup for their incredible services and community building for facilitating our donation program. So lots of great organizations to draw some of these now examples from. Box certainly is a place that replaces a lot of just basic storage drives that nonprofits may spend a bit of money on every year updating or frankly are paying for the amount of storage that they have on a shared drive that either is in their offices, behind their networks, or out on the web. We also see lots of organizations using Box to replace large file transfer vendor technologies that tend to be pretty costly. To move that video around to a donor can often with the large file transmission systems be quite expensive. And so we're seeing organizations now be able to access all of their files from inside and outside of the office. We're seeing those organizations build workspaces like folders. Maybe they're writing a grant for an example. And there may be 100 different files, be it the reporting from the field and the images from the communications volunteer, and maybe some insights from the board as you're writing the Chairman's intro letter, all of that sort of thing tend to be separate files that have separate versions and are living with separate people in separate departments. And Box tends to be a great central workspace for that type of work like an annual report or a grant application to get created more quickly and more securely. Certainly we're improving the collaboration. Show of hands though, it'll be virtual and you'll just have to do it there in your office or your home office. But how many of us have attached the board minutes to an email out to the board after a monthly board meeting and sent it out via email? And I would imagine a lot of hands would still go up in that environment. Not very secure, not very productive, and super hard for folks to then go back to those board minutes from previous meetings. And so technologies like Box really address those types of collaboration scenarios. And certainly we just like Octa and DocuSign want to keep your security top of mind. So we're definitely as an organization with our technology and with the adjoining volunteering programs and grant making programs supporting both operating organizations as well as grant making organizations. We know that raising the right support, being administratively sound, planning, executing and measuring programs, and telling your stories can be a very file or document heavy sport. And we know that those are mostly all collaborative, either collaborating internally or externally, processes in your organization regardless of size or sub-sector in the nonprofit world. But we want to support you on that. And we also are very well aware that for the grant makers on today's call, you have to maintain a relationship with your grantees, with your program managers, and other partners. And we want the files in those collaborations to be managed in a very secure and easy to use place. So just quickly before I pass the baton over to one of my awesome colleagues, I just wanted to say that box.org is the name of our initiative. Those thousands of nonprofits use the same technology that people from all the other sectors that use Box is housed. But the initiative called box.org is where we engage our employees and our brand and our box.org fund, which is our donor advice fund and all of the other assets that we channel toward nonprofits under the box.org umbrella. And so today's call is more about the technology, but certainly over time are excited to introduce our other resources like our people and our brand and our community spaces and our facilities and voice and advocacy as well behind your mission. We focus a lot on youth, humanitarian aid, and diversity and inclusion from a specific issue area basis. But again, today's call is more about the technology. We just thought we'd be remiss if we didn't also share with you the other things we do. And you can learn a lot more about us at box.org. So now passing it, well I guess I've got one more note here. Our program with TechSoup has been amazing. Two Januarys ago is when we started it up. Many thousands of organizations have come through and begun using Box. We make 501C3s and a global equivalent eligible for Box to manage their organizational content. We have three current offers on the TechSoup. I forgot exactly what you'd call it, but in their gallery of solutions. And one is a donated access to the starter edition of Box for 10 managed users for your organization. And some very small organizations will utilize the donated Box for a staff member or two and some board members. And that will be sufficient for them. And we offer 100 gigabits of free storage in those sites with a very small administrative fee that you pay one time to TechSoup to help build their community. Then we round trip you back and help you get your site set up. We also help for organizations who have to start integrating more deeply with other solutions or need a lot more storage, maybe unlimited storage, or need to have their Box system talk to a lot of external collaborators. We have upgraded editions of Box donated at 50%. And we have an over 25 staff and under 25 staff offering on TechSoup that we're happy to align the right channels to support you on. Should those seem interesting? And certainly look forward to answering any questions you have in the chat. So passing it off to my outstanding colleague now, DocuSign, Amy Skeeter-Varons. Awesome, Brian. Thank you so much. Hi, everyone. It's great to be here. But we have an introduction. Again, this is Amy Skeeter-Varons and I'm the executive director of DocuSign Impact, which is DocuSign's global initiative to accelerate the digital transformation of nonprofits through our people, our products, and our profits. As Seema mentioned, we are a pledge 1% company. Our employees get volunteer time off. We offer donations and or discounted products to most nonprofits globally. And we recently formalized our commitment to the DocuSign Impact Foundation indicating our intention to donate $30 million in cash and stock to the Foundation over the next 10 years, primarily focused on employee-directed giving. I'm especially pleased to join my colleagues and my friends from Box and OCTTA today along with of course friends from TechSoup to talk about how DocuSign along with Box and OCTTA can save time and money that you can then put towards fulfilling your really important missions. For DocuSign, there are three areas that we frequently highlight as benefit to the product, which are the ROI, improved compliance aspects, and the overall improved service levels with a variety of stakeholders, both internal and external, to an organization. And my hope is that through some examples and a very lo-fi demo of our product, those benefits will be clear to everyone. But first, we wanted to start with a quick poll to gauge the level of familiarity with DocuSign's product. So you can see the poll right here. I'm going to skip two results. Familiar but not using it. Using it or now, about 15% heard of it but not fully clear with DocuSign. Okay, super. Well, I think we will hit the sweet spot and hopefully all of you will take something away from my remarks. So to understand what DocuSign does, let's first talk about the problem. The problem in a nutshell is paper. And spoiler alert, DocuSign's goal is to take paper out of the equation. We frequently talk about how paper is the enemy internally. I'll ask you, I put up one example here from a very common use case that nonprofits have. But I'll also ask you to think about an example from your work where you have something that needs to get signed. Something that requires data inputted by someone else or perhaps multiple parties. And as I mentioned, one of the most common use cases for DocuSign by nonprofits is volunteer waivers. I found this one online and grabbed a snippet by way of example. And in your example, maybe your document is paper. Maybe it's a Word docker PDF and it needs to get signed. So either you print it to give it to someone to sign or you send it via email. They download it from your site and then they have to print it and sign it and get it back to you. Maybe they scan it. Maybe they drop it off. Maybe they mail it. Maybe they bring it in. Maybe they bring it to the event. And most likely it's some combination of all of the above, creating quite a management hassle. So you've had the challenge on the front end of getting them the document, getting it signed, and then the management challenge on the back end. So how does DocuSign help? DocuSign in a nutshell makes it easier to get these documents. Documents like this, I should say, filled out and signed real quickly from any device, any time, any place. And importantly, it keeps them all in the cloud so that they are able to be accessed on the management side from any device, anytime, anywhere. So you can see in this particular example, this is a document I received. My name and email were already populated because the sender had indicated that in DocuSign. And then I had some required options to fill in information. And then it was DocuSigned with my standard DocuSign signature and the data signature was added. So this is one, as I mentioned, very common use case for DocuSign but there are really many others. These include fundraising, grant applications, membership renewals, corporate sponsorship contracts. They include human resources use cases, policy distribution and acknowledgement, new hire paperwork, change forms, promotions, compensation, et cetera. Volunteer management as we've discussed, waivers, event registration, applications, procurement, legal, finance, IT. There are dozens and dozens of use cases that nonprofits in particular use as well as really any of the hundreds of thousands of customers that DocuSign currently has. So one thing that I found to be helpful, and again I mentioned a demo light, is just to walk through the products very quickly and a few screenshots which I think brings to life how truly easy it is to use DocuSign for a use case like I've just described with one of these others. So I just want to walk you through the really quickly five steps. So once you have DocuSign, this is your DocuSign dashboard. On the home page here, I'm going to switch to my little green arrow here. On the home console of DocuSign, step one is sign or get signatures new. Go to send an envelope. Then it gives you options in this second phase here to upload a file from your desktop to the template that you might have created like a volunteer waiver where you have basically just said this is something that I send out a lot and just pull that in or to get from the cloud. And so you see here several options, box being one of our preferred partners and easiest way is to get documents into DocuSign and I should say on the back end send them right back to box where you got them from for really easy management. And then once you've got the document uploaded, you add the recipients that need to get it over here. So I've added Brian who needs to sign it and needs to receive a copy. And then the legal team of this nonprofit would also receive a copy. So not only do you get the key signature you need but you also get it routed to the folks that need to have a copy. And these are just a handful of the simplest things that you can do with DocuSign for illustrative purposes. Next to the legal teams there, just sweating a little bit. Just makes me sweat a little bit that the legal teams are associated with Erin and I just a little bit there. That's okay. It's 100% compliant, man. DocuSign is all about security and compliance. So in terms of back to our use case of this volunteer waiver in release form you saw the finished product that was fully completed. And this is a little bit of the sausage making. So you add the sender of the document and you're sending it to the person that's going to be the signer. You would basically from this little drop and drag menu here on the left you would drag in the full name of the person that's receiving it. You could drag in a check box which could be optional. You would drag in their email which is right there. You can create text field, optional text field, and of course the all-important signature field that you would drag in and the date that it was signed. It's that it really is that easy. And again this particular document could be a PDF, it could be Word, it could be a Google Doc, and so on. So really, really good integrations. It could be a box note, really good integrations with the various tools. So I won't belabor the demo here. I'll just wrap up before I cover off on our offers for nonprofits and the nonprofit community. We just did a few final remarks about DocuSign and the power of our technology. Basically the traditional paper-based agreement process continues to be in many cases highly manual, slow, expensive, and error-prone. DocuSign eliminates the paper and automates the process allowing companies to now measure turnaround time in minutes versus days and frankly in some cases weeks to substantially reduce costs, to eliminate errors, so enhance compliance and ultimately serve a variety of stakeholders both employees, grant makers, donors, and service recipients in many cases much better. I'll also just add that while we are used by 7 of the top 10 global technology companies, 18 of the top 20 global pharmaceutical companies, 10 of the top 15 global financial services companies, we have customers that are consumers, individuals all the way up to these Fortune 50 companies. And the technology is really flexible in terms of how it can be used and how it can be structured to meet the needs of really any size organization. And finally before I turn it over to Erin, I just wanted to cover off on the three areas of offerings that we have to the nonprofit community. So our offer through TechSoup of course for our standard web product and our business prohibition. The standard web product is fully donated by DocuSign. And then you see one call out there for our upcoming Earth Day promotion where we're reducing the admin fee. So those of you familiar with the TechSoup model will know that that's about half of what the normal admin fee per license is during that time period. And then in terms of community access, we are offering a limited number of discounted or free passes to momentum for nonprofits. And finally in terms of education if you would like to see some free online courses on how to use DocuSign if you're interested in digging in a little bit further, you can access those at DocuSign University. So with that I want to turn it over to Erin from Okta. Great. Thank you Amy. And hello again everybody. So you know what this question is now. We'll do it again for Okta. Give you guys a few minutes to respond to if you're using it. I have a guess as to where most of you will land and it is proving to be fairly accurate. What is Okta? A lot of people don't know what Okta is. That's okay. I'm going to explain it to you. And I think Okta is in some ways more complicated to explain than Box and DocuSign, but I hope that the context here will help you understand how it can be useful. So great. Thanks for answering that. So now you've decided, you must have Box to manage all of your files and your collaboration. And you absolutely need DocuSign to streamline your digital signatures. And perhaps you are already using a handful of other cloud apps, maybe Office 365 or Salesforce or G Suite. So you have solved some very important problems for your organization with these tools, but now you've likely created some new problems. The first problem is that now you maybe have half a dozen cloud apps in your organization. And for each of those apps you have dozens of users with unique login details for each. Password requirements, as we all know, are so complex that oftentimes no one can remember their details and maybe they're overwhelming your administrators with password reset requests. So that's problem number one. Problem number two is security. So some of your employees need to access all of these cloud apps. Some of them are restricted to only a few. When someone joins your organization you want to be able to turn on immediate access to those tools that they need, but perhaps more importantly when they leave you want to immediately cut off access to sensitive information and data. And then the third problem is that it's not really just about your employees anymore. More and more you're expected to reach your volunteers, your donors, your board members, and your partners through cloud technologies. So how in the world do you manage all of this effectively and securely and in a low resource way? So OCTA solves these problems. And we solve it through something called identity management. Our vision and mission is really to enable any organization to use any technology today and in the future. And we are passionate about helping you solve this. We do this by securely connecting an organization's people, that's the identity management part, an organization's people to the set of tools that they want to use. So how do we help? So going back to our problems and looking at our solutions. The first solution is that we help your organization integrate all of the apps and tools that it needs and streamline password management for users. The second way we help is that we help you to build a secure foundation between your people and your technologies, right? Enabling you to control that access that I talked about based on who the user is, no matter their location, their device, or their network. And the third piece is that we help you easily build secure ways to let you connect with all of your external stakeholders. So really it's about helping you leverage technology to engage all of your stakeholders in your mission. That's what we care about. And when we talk about Okta and all of those things I just discussed, this is what we really mean, okay? So this is the Okta dashboard. That's what you are looking at. For any user in your organization, they can login once with a single user name and password into this dashboard. And this gives them a picture of all the applications that they uniquely need to do their work. So this dashboard illustrates the simplicity of our single sign-on solution from the end user's perspective. And essentially single sign-on just means that you login once with one password and you never have to login again. So once you are here and you are logged in, you can seamlessly navigate between box, docusign, Salesforce, whatever you need to do your job without having to login again. So it really enables your end users whether they are your employees or your volunteers or others to focus on their work, focus on the mission rather than having to remember all of these different user names and passwords. The other benefit sort of on the back end is that it helps to free up your IT team's time because they are no longer having to focus on password reset requests. And time spent providing and revoking access to different applications as people come and go in your organization. So they can use that time to focus on the project to save value most. And in fact when we quantify the value of time saved and returned to your mission it can really add up. These are some results from one of our Okta customers and partners City Year. This is a non-profit for those that don't know City Year. It's a non-profit that aims to bridge the gap between what students need and what schools are designed to provide. After implementing Okta, City Year saw a 95% reduction in the number of password reset requests which led to $120,000 in annual IT savings. Pretty amazing. So that's one way we help you save time and money. But it's also about productivity, right? City Year realized $175,000 in terms of annual productivity gain for their users because they were spending their time on the things that mattered most. And then we see even more savings related to issues of security and compliance with the security features of Okta. We have a whole customer story and case study written up on City Year, the web link is there. So if you want to learn more and sort of understand more deeply what they were looking at and how we helped them, feel free to check that out. So like Box and DocuSign, Okta serves thousands of customers across all different industries. But we are especially passionate about helping nonprofits. So 18 months ago, we are sort of the newest kid on the block, at least on this phone call, 18 months ago Okta took the 1% pledge as Seema said and founded Okta for Good as a way to focus our resources on helping nonprofit organizations better manage this mess of technology and focus their resources on their missions. So it was actually early customers like City Year that helped Okta and our leadership start to understand the needs of nonprofit organizations and start to point the way toward the ways that we could maybe help. So since launching Okta for Good, we've directed over a million dollars of donated technology to hundreds of nonprofits, and I'll share more details on our offer in a minute. And I just want to say to all of you too, because this is still early for us, it's an exciting time for Okta for Good because we are at the beginning. Our nonprofit customers are not only hopefully benefiting from our technology, but they are actually helping to teach us and helping us to shape our nonprofit offering in our philanthropy work. And so we are really thankful for what I would consider partnerships that we are building that are very much bidirectional. So that's a bit about Okta for Good. And I want to just leave you with a couple of helpful takeaways before I pass it back to Amy. So the first thing I want to share with you, this is actually a free resource available on Okta's website right now. You can go there and check it out. This is called the Businesses at Work Report. So the cool thing when you have thousands and thousands of customers connecting to all of these different technologies is that we as Okta can start to see some interesting patterns in the data. We started the Businesses at Work Report several years ago to help organizations understand what apps and tools were the most popular and the fastest growing, basically to share some insights with you. And you can go to this tool right now. It's sort of a live and dynamically updated dashboard that pulls all of that data from all of our customers. You can search by type of tool. You can search by industry, including nonprofit. And you can really start to see if you are short on time and resources, but you want to kind of quickly benchmark what the top tools are and get a handle on how you might think about moving to the cloud or leveraging the best-in-class and best-in-breed cloud tools. You can see what others are using and sort of make your case. I'm happy to point out that Fox and DocuSign are both on this list here which is Okta's most popular app. So way to go guys. Good job. Anyway, so it's a great tool. It's available now. Please go and use it. And again, as you think holistically about what the cloud is and how you might be able to start to leverage the best-in-right technologies for you, this is an awesome asset. And I encourage you to use it. Okay, so that's thing number one. And then just the last thing is we have a nonprofit Okta for Good program. We offer 25 licenses of all of Okta's core IT products, including all the things I just kind of reviewed, to nonprofit organizations. And then we do discounting above and beyond the 25 licenses should you need more. We also offer 50% off of all of our public training courses. We think educating your teams on how to use Okta and make the most of it is really important. So we do that. And then we also have a customer conference every year called Octane where we invite nonprofits to join us for free. There's more information on the link. And I will pass it back to Amy. Super. Thank you, Erin. Before I dive into one final example of how boxed-back send and Okta work together to help this nonprofit, and I was reflecting as I was listening to you speak on the web design and we used Okta Enterprise Live. And it was such a foreign concept three years ago. And now I just actually couldn't do without it. It's so easy once you have it and just the technology that you all have. So it was just interesting reflecting on that first experience of wait there are piles and it's on the dashboard and it's all the apps. You've got to really truly innovate in a way that no one else was doing. Thank you. Thanks Amy. Absolutely. Absolutely. Just out of curiosity, Amy, there had been a couple of questions that had come across the wire from some of our attendees. Should we answer those quickly pre-the use case review, or should we do it just after? What would you prefer? Should we do it during the Q&A session, or are you ready to go? Let's break up the talking at with some interaction. I'd love to hear some of the questions. Okay. Just one that I had seen come through was directed toward Cloud Content Management Area. And that was great questions from FISA and Elaine and a couple of others that were suggesting how is Box as a content platform unique or separate from Office 365 or G Suite, or some of the other platforms that are available in the marketplace? And I'll just answer that really briefly. The technologies that help all of your volunteers and teams get productive and build spreadsheets, and we're documenting PDFs and presentations are friendly with the Box platform. What we're finding more and more is that consumer technologies and technologies that were built for individuals like people's Google Drive that they have with their personal Google account, they're working hard to bring those suites into the context of organizations. And Box decided about 10 years ago that it wanted to see content management at an organizational level, but keep the ease of use of a lot of those consumer tools. And so the way that Box as a company has been constructed has been to allow Box as a technology to talk with all of the other technologies that get our people productive and secure. So much like Okta can be the single sign-on for thousands of different applications, Box is a content platform for your organization and become more of a central place for people to collaborate and manage content. But the places that that content starts could be a Word document or a G-sheet. And what we're seeing a lot of organizations start to do because platforms like Box are agnostic when it comes to the other platforms that your people might be working in, they will have their OneDrive instance or their Google Drive serve as a personal file drive for those employees or regular volunteers. But then the moment something needs to be more organizational there will be certain that that lives in the Box instance. And so Box really is forming an organizational content layer and that can often mean that continued use of lots of different platforms for personal storage and lots of different platforms for versioning an individual and separate personal productivity and work can happen in the platforms that are happening in, but then when something needs to then get onto the organizational radar screen for collaboration or legal review or signatures or document sign or whatever else it might be those organizations are moving this into the more centralized and secure content layers like Box. So maybe a little bit more of a sophisticated answer to the question. We certainly partner closely with Google and Microsoft and have tight integrations into their messaging tools and their productivity tools. But again, we tend to exist together in a very much a better together environment just like the three vendors that work closely together and have a lot of interoperability on this call. So I'll end it there. Super, Brian, were there other questions that you think we should answer now before I dive into this final example with Team Rubicon? I think if you want to go ahead and show the example because I think it will be helpful for everyone to kind of see what you have here and then in a few minutes we can go through the rest of the questions. Okay, super. I will do that. So we've covered off on Box, Content Management Keys where your documents are, DocuSign, how you can send documents out for signature, getting more information, and then Octa, that Uber level of how you control who has access to different tools and information in your ecosystem of different tools. So one nonprofit that uses all three is Team Rubicon. And so I wanted to cover off on how these three technologies work together to help Team Rubicon save money, save time, which is incredibly important to them given that they are an organization that is important to veterans and that volunteers during times of disaster when time truly is of the essence. So if you think about Team Rubicon, Team Rubicon itself is an organization that has different, it has employees and it has different tiers of employees that would require different kinds of access to different tools and different information. And then you have a network of 50,000 volunteers around the world so at different tiers as well. Some who are volunteer regional leaders for Team Rubicon conducting management and administrative functions especially in times of disaster but may not be the people that are actually being deployed to a particular crisis area. Then you have crisis teams that will have a leader as well as different volunteers that opt in to be deployed. So you can see you have a lot of different tiers of folks that need access to different types of information. And then of course there are compliance issues as well wanting to ensure that people after disasters are deployed quickly and safely. And so if you think about how box DocuSign and Octa facilitate getting people deployed quickly and safely and delivering aid to people in need with box. So let's take as an example, a tornado hit, a tornado several years ago hit North Oklahoma. It's a town very close to where I grew up. Team Rubicon was one of the first responders on the ground there. And one of the ways they were able to do that is that they have boxed where from any device, any time, anywhere they are able to pull up the deployment instruction and then using DocuSign send them out to the volunteers that they have in the area so that the volunteers have the right information at the right time and are then prompted to initial in various places, sign it in various places to confirm that they understand the instructions for deployment including of course the risk of going into a live disaster situation. And then of course the layer on top is Octa to manage who has access. So when you're dealing with people's personal information in various tools when you're dealing with sensitive information that shouldn't be available to even all levels of employees within Team Rubicon much less different tiers of volunteers of a cadre of 50,000 volunteers globally, Octa is really a crucial piece of how you organize and manage that access. So in the interest of time, Seema, I'm going to stop there and turn it back over to you. Okay. All right. Well, okay, we're going to move into the Q&A. So if you guys have questions, like I said, there's a chat box on the left-hand side so now is your chance to get, you know, if you have questions about any three of these technologies, feel free to ask us now. So we have a few that have come in already. So this question is for Octa. So does Octa work with QuickBooks? And it does with, this is Tucker with Octa. It does integrate with the cloud version of QuickBooks. It's a very simple setup. If you have Octa up and running, it just enables you the first time you log in to QuickBooks to store and hash your username and password so that you can actually have that secure login access. And I'm going to share a link in the chat that actually shows where you can search any application to see how it integrates or whether it integrates with Octa. A pre-integrated list of over 5,500 cloud-based applications. So it's pretty extensive. Awesome. Okay. And then in terms of like having a trial, or is there a way to demo? So this question is for all three or four of you. You know, is there a way to demo the products before signing up? Yes. Amy, you first. So we do have free monthly trials on DocuSign. So yes. And on the box side of things. Oh, go ahead, Brian. Nope, you. Same answer for Octa. We have a free trial on our page that will share the link out for it after this webinar. So yes, absolutely. And my suggestion would be to create a free personal edition of Box, which we have 50 or 60 million people using today to manage some of their personal documentation, files, et cetera. So a free Box account gives you a really good sense for what the user experience feels like. And just imagine adding a little bit more administrative control and organizational features from there. Great. Cool. And Brian, we got a couple questions. So someone's asking, Kevin is asking, what is the advantage of having Box versus Dropbox? Yeah, another great tech company that at minimum is helping a lot of individuals and households get their pictures and important documents up into the cloud. It's just about 10 years ago we had a very, decided on a very divergent business strategy from Dropbox, and that Box was really going to get very clear-sided on the needs of organizations. And that's where HIPAA compliance for people that manage health-related data came in or financial institutions that needed FINRA compliance or government entities that needed various things, those were the types of investments that we made very, very early, again, just serving organizations. And so the Dropbox and Box are pretty similar in that we both allow people to upload files and store those. It's just you're going to see lots of functionality that pertains to organizations with Box and doesn't put as much in the legacy of a consumer or individual user that Dropbox was born on. And so if you're a highly collaborative organization that needs to be able to invite owners into folders and kind of regulate their permissions and things of that nature, for say, donors or volunteers, and some of those other organizational use cases then an organizational solution versus more of an individual or consumer solution may be your best bet. But we very much admire and appreciate the work that they do and Dropbox is doing a lot of good work for nonprofits as well. So we've been coaching and mentoring and helping as much as we can, but we do have a rather unique business model in terms of what makes them different. Got it. We had another question come in for Box, for you, Brian. So can Box share documents with non-licensed users? Yeah, you can. The donated offering that we provide through TechSoup for several thousand organizations is capped at 10 managed or collaborated users. And so again, if you're one of the organization's managed users that the admin of the site creates, you could add yourself and then nine other staff members. But Box as a technology really starts to set itself apart in the domain of inviting external collaborators into folders to collaborate securely on different files. I had suggested that board use case earlier. In that case that you're going to be adding external non-employee users into the content, you will start to count against your 10 managed users in our donated sites, but in our discounted upgraded sites that are also offered through TechSoup, your ability to, with Business Plus or higher, add an unlimited number of external collaborators that may or may not be a part of your external ACTA identity system are going to be, you know, you're going to be able to add those into that content. So we very often see a nonprofit organization that's using our 10 donated teams through TechSoup and then they get into it for a few months, appreciate it, these abuses there, feel comfortable and then realize, well, maybe it's only three or four or five of our staff that really need to be managed users, but the 250 other people that they're coordinating outside of the organization that in the upgraded sites don't cost another cent makes the most sense for them. So they'll go forward with a smaller site in some cases upgraded and then incorporate all of that external collaboration and unlimited storage, I might add, for those heavily discounted upgraded solutions. And feel free, certainly, to click on Contact Us at the box.org site for more support on that or send a note directly to BB at box.com if your questions, you know, go past what I've just shared. Great. So we have another question. I think this probably applies to all three companies. So, you know, in cases where if there's a nonprofit who's in a remote area where there's limited access to Wi-Fi in terms of accessibility to box files or to the Documents and DocuSign or maybe somehow meeting password access, how does that work when you have like limited connectivity? So, Mamie, if you want to maybe go first. Yeah, I'd be happy to. So as part of a product release I should say last year, we have added the feature, that offline feature. So DocuSign works in offline mode. However, the caveat is from time to time you would need to have connectivity in order for the documents to actually be uploaded to the cloud and be saved in the cloud. So it will work in the offline environment but you won't get the global accessibility that the cloud represents unless you can actually access the cloud. Yeah, I would say it's the same for box. The neat thing about box is that when you start to use the service, your ability to add an iOS app or an Android app or your iPad or iPhone app in the iOS environment are all going to take file offline mode and your ability to move video content or PDFs or Word docs or audio files or any of the other hundreds of file types that live on box into an offline mode is possible. We see that a lot with people that get into Jeeps and bump around out in the field doing their important work. But then when they get back to the hotel or the office or the capital city, they're able to have the system sync up and down with everything that they worked on offline. So there's two or three ways at that. The offline mode is one. And again, box has got some technology like the box desktop and box sync and a few other box edit. There's another number of different features that make that work really well when you get out of that austere or no bandwidth environment and get some connection to move those files up and down. And for Okta, Okta actually requires very little bandwidth. However, it does require connectivity. When you first log in to Okta, let's say, you know, as an internal employee, you log in first thing in the morning. That's the only time you're paying the Okta servers. Once you're authenticated with Okta, Okta has already done the background, the authentication to all these different services. So you're only hitting the servers very briefly, but obviously most of the applications that you'd be using to access the Okta would also require connectivity. Great. Okay. So I think we have time for one more question. So in terms of, you know, with organizations, there might be a lot of like volunteer, turnover, or if there's board turnover. So in terms of, you know, users kind of coming in and out like for all three technologies, how easy is it to kind of, you know, switch over, just keep an inventory of the users and switch them in and out. Erin and Tucker, you first. You're the experts there. I'm happy to share our box too. So that's, I mean, that's certainly one of the benefits. We call it the single pane of glass to view all users, all usage of any of the applications that someone would be accessing through Okta. So we store all of that data. It's downloadable. And you can see the details of what user was accessing Okta from what device, what IP address, what location. And so we store all of that information in the Okta service, make it really transparent to understand who is accessing which applications. And for many of the applications, this gets a little bit more technical, where Okta supports provisioning. And in the case of both DocuSign and Box, we do support provisioning. So if you need to revoke access from DocuSign or Box or other downstream applications, if you suspend or deactivate a user with an Okta, that immediately suspends the access in those downstream applications. So it's a really nice security measure and prevents that backdoor that one of the initial slides of the presentation showed. Why does this person who left two months ago still have access to email or Google Drive or Box or whatever the case may be? And then if you're not... From the Okta side, back to the City Year example that I touched on. If you're interested, City Year, this was one of the biggest pain points that I think Okta helped solve for them. So City Year basically runs on a core of hundreds of AmeriCorps volunteers that are in the classrooms delivering their programming and schools around the country. And so every school year, they've got to onboard hundreds and hundreds of AmeriCorps volunteers and get them quickly set up with all the applications they need. And then at the end of the school year, they've got to deprovision all of those folks and get ready for the next crop of volunteers. And so this was something that Okta helped them streamline. And that was a lot of both savings in terms of IT administrative costs but then also the gains in productivity were based on streamlining that sort of onboarding, offboarding of those hundreds of volunteers every year. So if you want to learn more about their use case, it might be relevant for the person who's asking this question. Check out the link that we included in the slides and see if that answers that and sort of a more bring it to life way. Go ahead, Bryce. And I was going to say the admin console to onboard and offboard does allow you to do that with Box and suspend access to things and bump the files that one fundraiser owned. If perhaps she takes another job and you move it over to another person that comes in, those files can be moved over to those individuals. And so that's pretty straightforward and just gets – there are more and more features that provide more and more ability to do that as you move up into some of the more elevated additions that we discount heavily. And certainly we're going to be available to answer any other questions. I see a couple of others come in the stream here about partnering with us. Of course, we're receptive. And then somebody had asked there if does having people accessing their box documents via their phone take up another seat or another user in what we donate or discount and the answer is no. It's going to be a user. That's just another way to make them productive but not kind of against a second user of somebody's browser versus their phone. That wouldn't be two users. That would still miss P1. Great questions all. Amy, did you want to cover DocuSign or? So a very short answer is that OCT is the simplest way to do it. If you have OCT, then you can – if someone leaves and you have access to all the different applications to the given issue that was. But with DocuSign, as an administrator, you would be able to revoke that access. Got it. Okay. All right, everyone. Thank you so much for joining us today. And thank you to our speakers. That was very informative. Oh, sorry. Go ahead, Brian. Did you want to add something? No, I just wanted to say we're so grateful to get a chance to educate a little bit today. Thanks so much for this opportunity TechSoup. It's awesome working with you. Yeah, it's been great to have you guys here. So one thing that's really helpful for us for those who are still on the line, if you want to chat one thing that you learned in today's webinar, it's always fun for us to kind of see what you got out of the hour today. We also have a post-event survey. So any feedback that you have for us is really helpful and it helps us kind of curate content for the future. So just kind of telling us what was useful or not useful to you is always helpful. If you guys are on social media, we're on Facebook, Instagram, Twitter. We post pretty frequently and we try to post things that are helpful to your organization. So if you are on social media, give us some social media love. And then we also have a blog which is blog.techsoup.org. We post a lot of tips and tricks there as well. And we have a few webinars that are coming up. We have one on 424. That's a TechSoup tour. We have one on 5.1 which is online serving. 5.8 gets to know GrantStation. And then 5.10 the golden keys to successful grants. And lastly, I also want to thank Tucker, Barbara, and Lashika. They were on the back end answering chat questions so that's always helpful to have them here helping us out. And if you have any more questions, obviously go to our website or our product catalog where you can find all three of these companies. And thank you to our webinar sponsor ReadyTalk. And we hope to see you guys on the next one. Thank you.