The head of IT at a financial services company is using metadata to store and organize investment opportunities within their account.
When this company receives investment opportunities from third party vendors, they use Box to easily distribute those opportunities to interested customers:
Metadata is fast and effective way for this company to find critical information and pass it along to their customers!
In step 2, are these custom metadata attributes being created automatically or manually in Box?
In this case, the team was applying the metadata manually to each opportunity.
Hope that helps!
Other questions on step 2,
How do they know which are new opportunities to then apply the metadata templates to?
Is there a way to require metadata templates be filled out on new files that get uploaded?
How are they keeping up to continually apply the metadata manually?
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