Improving key business processes inside Microsoft®
Office 365®, Salesforce®, and SAP® with OpenText™
Extended ECM
OT Live Webinar
September 17, 2019
Agenda
Introduction – Extended ECM
Demo Scenario – Sales order escalation
Extended ECM for Microsoft Office 365 & Customer use case
Extended ECM for Salesforce & Customer use case
Extended ECM for SAP Solutions & Customer use case
OpenText Confidential. ©2019 All Rights Reserved. 2
Rethink…
How users access content
How your staff work
How to get an together
Information Advantage
How your information
is governed
How content supports your
business processes
OpenText Confidential. ©2019 All Rights Reserved. 3
…when content ISN’T MANAGED inside business processes
Fragmented content Out of control content is a Inconsistent information
prolongs cycle time compliance risk decreases productivity
Content locked in silos and fragmented Content not disposed of or not retained as Inconsistencies between Salesforce data and
applications results in manual search and legally required creates compliance risks documents result in rework costs and
retrieval, delays and error resolution time and can ultimately also have financial negatively impact performance and
that impact cycle time. consequences. productivity in every business function.
Inaccessible content impacts Disconnected content Inefficient content flows
service and product quality delivers less value disrupt collaboration
Inability to find information results in Aged content disconnected from business Content silos lead to inefficiencies in
uninformed decisions that impact service and apps and processes turns into a legacy and interdepartmental and external
product quality and frustrate both employees cost driver instead of being used as a collaboration.
and customers. competitive advantage.
OpenText Confidential. ©2019 All Rights Reserved. 4
Unlocking the Information Advantage
Content + Context = Value
Documents Business Data Increased Productivity
• Financial documents • CRM & eCommerce
• Quotations, contracts • ERP & supply chain Better Engagement
• Invoices, etc. • HR / HCM
Business Insight
Digital Media Business Information Model Control (Compliance)
• Product collateral • Business objects
• How-to videos, … • Business object relations
Consistent – Relevant – Personal – Connected
OpenText Confidential. ©2019 All Rights Reserved. 5
OpenText Extended ECM
Connects people and information across applications
▪ Provides seamless
integration of comprehensive Purchaser Consultant
ECM capabilities
▪ Ties processes and
information together in
business workspaces:
▪ Business content from
Project Manager Assistant
Extended ECM, with
Business data from
business applications
▪ Deeply connects data,
relationships, and roles Account
Executive
HR Admin
▪ Metadata is automatically
applied adding context
OpenText Confidential. ©2019 All Rights Reserved. 6
DEMO
Sales order escalation scenario
OpenText Confidential. ©2019 All Rights Reserved. 7
Extended ECM Demo Overview – Content in Context
Content editing & Access content & insights Improved productivity &
Collaboration inside process order processing
CUSTOMER ORDER FINANCE
WORKSPACE WORKSPACE WORKSPACE
OpenText Confidential. ©2019 All Rights Reserved. 8
Extended ECM for Microsoft Office 365®
®
Overview & Customer use case
OpenText Confidential. ©2019 All Rights Reserved. 9
Extended ECM for Microsoft Office 365 ®
BCS / USER PRODUCTIVITY
Teams
Skype for Business
SharePoint
OneDrive
Outlook
Content creation and retrieval
Communication
Ad-hoc collaboration and sharing
Good-enough lifecycle management
TCS / PROCESS PRODUCTIVITY
Extended ECM/Connected
Transactional Business Apps Workspaces
Asset Data Records Management
Finances AGA
HR Extended ECM
Extend content services into business
Work Management process
Supply Chain High-end DM
Repeatable collaboration
Intelligent capture and automation
Records management
Archiving
OpenText Confidential. ©2019 All Rights Reserved. 10
Joining Collaboration, Governance and Control
▪ Connect business processes to
informal collaboration and
communication tools
▪ Structured use of Office365
collaboration tools
▪ Frictionless flow of information
and documents between Office
365, Teams and Extended
ECM
▪ Co-Authoring directly from
Extended ECM Widgets or
interface
OpenText Confidential. ©2019 All Rights Reserved. 11
OpenText Confidential. ©2019 All Rights Reserved. 12
Extended ECM for Salesforce®
Overview & Customer use case
OpenText Confidential. ©2019 All Rights Reserved. 13
Extended ECM for Salesforce ®
Account Legal / Project
Assistant Finance Production Service
Executive Compliance Management
Campaign & Opportunity Engineering Production &
Sales Order Service
Lead Gen & Quote (Project) Delivery
OpenText Confidential. ©2019 All Rights Reserved. 14
Allow sales and service agents to stay focused
▪ Embedded Account Workspace
▪ Lightning or Classic Salesforce
User Interface
▪ Sales, Service or Industry Cloud
▪ Templated creation of underlying
structures when triggered inside
Salesforce
▪ Sophisticated Integration
▪ Community Cloud
▪ AppExchange
OpenText Confidential. ©2019 All Rights Reserved. 15
Success story
KUKA
Industry
• Manufacturing & Automation
Solutions
KUKA consolidate document silos using
• OpenText™ Extended ECM for Salesforce®
• OpenText™ Extended ECM for SAP Solutions Extended ECM for Salesforce and SAP,
Results
streamlining business processes
• SAP and Salesforce users now Requestors and buyers can easily access any procurement related
access a unified customer dossier content like correspondence, product collaterals, or specifications.
that feeds from the CRM and the ERP
systems
• Account managers have “We are using OpenText to consolidate and streamline
transparency and quick insight into information flows inside KUKA and beyond. The connectivity of
the customer record and can seize a Extended ECM to our strategic applications from SAP and
new upsell opportunity based on
amount of active service notifications. Salesforce helps to improve efficiencies, gain insight and serve
our customers better.”
• Extends previous digital contract
management solution based on Kristijan Jarc
OpenText Extended ECM for SAP EIM Project Lead
Solutions
OpenText Confidential. ©2019 All Rights Reserved. 16
Extended ECM for SAP® Solutions
Overview & Customer use case
OpenText Confidential. ©2019 All Rights Reserved. 17
Extended ECM for SAP Solutions ®
Information Processing Information Management
Capture and recognition, classification Workspace templates,
and indexing, content filing, high business metadata inheritance,
volume ingestions & migration, … related business content;
desktop integration
Extended
ECM
Information Governance Information Delivery
versioning, attachments Content access, navigation,
archiving, Security inheritance, records search, notification,
management, long term storage, view and annotate, mobile,
Workspace roles, … Any content can be associated with file sync and share, …
any SAP business object, using out of box integrations
OpenText Confidential. ©2019 All Rights Reserved. 18
Share content across departments without risk
▪ Immediate access to required content inside
the business application minimizes manual
work.
▪ Less risk of errors in processes by all
information available to all business users
instantly.
▪ Share content across departments and
across different leading applications
▪ SAP S/HANA, C/4HANA, ERP, Finance, PLM,
ECC…
▪ Reduce risk and enable compliance such as
GDPR, CCPA, POPPI and many others, for
all SAP & non-SAP related content
OpenText Confidential. ©2019 All Rights Reserved. 19
OpenText Extended ECM
Unlock the Information Advantage
▪ Simple access to business
content at the time of need
accelerates business process
▪ A single source of truth across
the organization provides
valuable insights
▪ Improved user collaboration
maximizes operational
efficiencies and outcomes
OpenText Confidential. ©2019 All Rights Reserved. 21
Thank you
twitter.com/opentext
linkedin.com/company/opentext
opentext.com
OpenText Confidential. ©2019 All Rights Reserved. 22
