fpamed
Management Briefing

fpamed
AI Strategy & Update

Box Platform  ·  April 2026

Confidential
fpamed

Topics

  • IUnderstanding the Box "Platform"
  • IIAligning fpamed Opportunities to the Box Platform
  • IIIStatus: Workflow Automations Project
  • IVLooking Ahead
fpamed
Context | Enterprise SaaS

You're paying for two products.
Most customers only use one.

80%

Box Web App

File storage, retrieval, team collaboration, on-demand AI Q&A, AI Studio. Where every fpamed team member interacts with Box day to day.

Daily Use
20%

Box Developer Platform

Custom applications built on Box APIs. Automated pipelines, structured AI outputs, bespoke workflows engineered to specification.

Custom Tools

One layer is built for non-technical users: configurable, accessible, standardized. The other is built for builders: tools to build custom applications for unique use-cases not integrated into the web app.

fpamed

What each layer looks like.

Box Web App
Box Web App — AI Studio agent for fpamed

1000's of features, available to any team member with no engineering required. On-demand AI assistants inside Box — including custom agents built by and for fpamed.

Box Developer Platform
Box Developer Platform

Where custom applications are built — automated pipelines, structured AI outputs, bespoke workflows needing to run on Box infrastructure.

fpamed
fpamed's AI Opportunity

Opportunity (ROI) fits into two categories.

Productivity Services

AI as a force multiplier
for fpamed's people

AI and LLMs that make every fpamed persona — experts, ops, admin — more effective in their existing work. On-demand, interactive, available in the tools they already use.

Case research & Q&A · Report drafting · Document review · Expert witness prep
Platform home: Box Web App / AI Studio
Automation Products

AI as automated
operational infrastructure

Narrowly defined, repeatable workflows where AI replaces manual labor, reduces vendor dependency, or creates new service capacity. Built once. Runs automatically.

Document indexing · Deposition summaries · Medical chronologies
Platform home: Box Developer Platform (custom app)
fpamed
Platform & Strategy

SaaS product architecture
designed for this type of split.

Productivity Services AI as assistant to fpamed's people
→
Box Web App + AI Studio On-demand, no custom code required
Automation Products AI as operational infrastructure
→
Box Developer Platform Custom-built, automated pipelines

One subscription. One security perimeter. Two Box Platform surfaces.

fpamed
Workflow Automations | Development Pivot

Hypothesis:
Web App was holding us back.

✕
Started in the web app. The web app layer isn't designed for bespoke, pipeline-based document automation at this level of specificity. Real ceiling.
✓
Moved to the Developer Platform. Already included in subscription. Purpose-built for exactly this. Two workflows went from zero to production in a few weeks.
fpamed
Box Developer Platform · Basket 2

Two workflows in production.
Med Chron on Roadmap.

Workflow 1

Document Index

Pick a case folder. AI-extracted dates and descriptions for every PDF. Formatted Excel index filed back to Box automatically.

700-file case indexed
Live
Workflow 2

Deposition Summary

Pick a transcript. Topics, summaries, legal significance tags. Excel and navigable PDF both filed back to Box.

303 pages → 17-page summary
Live
Workflow 3

Medical Chronology

Architecture established. Spike phase: validating Box AI against real source material before building.

On Deck
Open Live App →
fpamed
Roadmap

Two growth tracks.

Products — Operational Automation
Near term
Three workflows running. Ops no longer catalogs files or waits on a vendor for deposition summaries. The overseas med chron vendor becomes a choice, not a dependency.
Longer
fpamed's forensic vocabulary, admissibility logic, and clinical judgment — could be deeply encoded in your own custom software. No vendor sells it.
Services — People & Experts
Near term
At least several progressive experts using Box AI agents & tools actively in their web app workflow. The infrastructure is already there — what's needed is an internal champion.
Longer
FPA's collective expertise — available as an interactive AI layer to every expert on the team. Case research, report drafting, document review — not outsourced, not ad hoc. Part of how the firm works.
fpamed
What's Next

Sooner. And Later...

Near term
Alias custom app to box.fpamed.com. (3 minute website domain update.)
Run both live workflows through real cases. Gather feedback, iterate on output quality.
Begin medical chronology validation sprint — before building, confirm what the source material looks like and what the output needs to be.
Settle on Box Consulting's role going forward: validate this architecture, contribute to building out approriate Web App tools, or focus on med chron?
Mid / Longer term
Both tracks will eventually need internal ownership — someone who holds this as a practice, not a project.
The pace of change in AI isn't slowing. The organizations best positioned in 6-18 months will be those that embrace risk-managed agility both in terms of innovation and culture.