What Panorama does, at a glance

Every controlled document moves through four states: Draft, Approved, Effective, Retired. Panorama tracks every document through every state, with the right people notified at the right moment.
Documents enter one of two ways. Create or edit directly, or request a change via a formal change order. From there, Panorama handles the signatures with Box Sign, the version history, the audit trail, and the retirement.

Controlled documents have four audiences. Most systems serve one.

Document software gets evaluated by the people who edit documents. Editors are the smallest audience. A typical SOP has one to five editors and governs the work of hundreds or thousands of people once effective.
The result is predictable. Software optimized for editing. A field worker on the night shift who cannot find the current version. A compliance team that cannot answer “what was in force on the date of the incident” without a multi-hour reconstruction.
Panorama is built around all four audiences: Editors, Approvers, Everyone, and Legal and Compliance. Each lives in a different state of the lifecycle. Each has different needs. Panorama serves all of them.

Five things Panorama to Box

• Start a controlled document the right way. Create or edit directly, or request changes through a formal change order. Both routes land in the lifecycle Panorama manages.
• Find any version, any date, any document. Panorama search returns the exact version that was effective on the date you specify. One query. One answer.
• Ask your documents questions, with Box AI. Panorama uses Box AI to let you query controlled documents in plain language. Find policies, cite sources, surface conflicts.
• See the state of every document at a glance. The Panorama Dashboard shows what’s in draft, what’s awaiting approval, what’s live, and what’s retired. Drill in with one click.
• Signatures and lifecycle, together. Box Sign handles signatures. Panorama handles state, dates, and retention. The two work together across the full document lifecycle.

Built for Box Customers. By Micro Strategies.

Panorama is a controlled document application built on Box by Micro Strategies, a technology consulting firm with 30+ years of experience designing document governance systems for regulated industries. Panorama runs on your Box tenant, uses your Box permissions, and extends Box Sign for signature workflows. The documents stay in Box. The governance layer is Panorama.