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  "documentTitle": "Box, Inc. (BOX)",
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      "text": "Box must make its customers’ business outcomes the singular focus of every employee.",
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      "text": "Focus on Right to Win: All signs point to an “all things to all people” growth hypothesis. Box must focus on the areas in which it is well positioned to win - enterprise customers who value its best-of-breed capabilities, integrations, and compliance capabilities. Diligence points to at least three use cases where Box truly excels: Secure/Regulated Industries, Workflow Enablement, and External Applications.",
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      "text": "Deliver Profitable, Scaled, Repeatable Growth: Box displays wide productivity swings in its major markets – indicating the need to revisit how it leverages partners, what architectural / platform adjustments are required to win, and what will drive its sales team effectively. Box must achieve the above and implement a closed-loop, outside-in strategic development process that functions as a mature, enterprise-level, strategic function – providing stability, repeatability, and accountability.",
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      "text": "Develop a Customer-Centric Culture: Diligence points to a central idea that Box creates products that Box likes and can generate recurring revenue. However, customers are not focused on Box’s “AI” or code elegance, they care about their business outcomes. Box must make its customers’ business outcomes the singular focus of every employee.",
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      "text": "The cloud content management market has matured in the last five years, and large players like Microsoft and Google have made inroads in the core EFSS market where Box began. We believe Box must adapt its go-to-market strategy to improve performance.",
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