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ECM Integration - OpenText Extended ECM Platform

Integrates enterprise content management with lead applications to bridge content silos and deliver content in context for more effective business processes.

Watch and learn how to improve efficiency by connecting OpenText Extended ECM Platform with lead applications like SAP® ERP, Microsoft® Office 365, Salesforce®, SAP SuccessFactors® and more

What is ECM integration?

Enterprise Content Management (ECM) refers to a set of processes and technologies that manage information flows across the organization, from capture through to archiving and disposition.

ECM has changed and continues to evolve as do the expectations of its users. It is no longer enough for ECM solutions to store, retain and, ultimately, delete content. The content created within an organization is its most valuable asset. Users want access to that content when and where it is appropriate to their task, and in an easy-to-work with format. It needs to be available immediately and within their application of choice, whether CRM, ERP, HRM, a marketing automation system, productivity software or any application they use to support their work.

Content is the fuel that drives business process, not just a corporate asset to be controlled and protected. Many processes, such as Order to Pay, Hire to Retire, Concept to Launch and Make to Deliver, rely heavily on content. And, while some processes are constrained to a single enterprise business function, such as human resources, other processes can span business areas from customer service to finance, manufacturing, and delivery, with many functions dependent on the same content.

Extended ECM Platform overview

With OpenText Extended ECM Platform, content is transparently integrated with other leading applications such as SAP S/4HANA®, SAP® SuccessFactors®, Salesforce®, Microsoft® Office 365® or any other enterprise software. With integrations, the content services platform bridges content silos and business processes to allow information to flow effortlessly across applications. Extended ECM Platform leverages an organization’s investment in its enterprise content management software and other applications, while improving transparency and insight to enable informed decisions, speed business processes, and make users happy.

ECM integration across business processes - OpenText

Extended ECM Platform features

  • Integrations to enterprise applications

    Presents content in the context of the business process or lead application user interface. These can include ERP integrations such as SAP® S/4HANA and Oracle® E-Business Suite, HR Applications like SAP® SuccessFactors® and CRM integrations such as Salesforce®. Productivity tools like Microsoft Office 365 and Sharepoint are also supported by OpenText Extended ECM. By providing a range of content services and API’s other lead applications can also benefit from Extended ECM.

  • Intuitive user experience

    Enhances productivity and eliminates barriers to adoption by allowing users to remain within the business application they are most comfortable with, while simultaneously accessing all the necessary information to get their job done. Users without access to the lead application can work with the same content used within the driving process via the Extended ECM Smart View. This intuitive UI displays select metadata related to the business object being managed in the lead application.

  • Connected Workspaces

    Simplifies ECM software deployment using templates aligned to business processes. As virtual models of a real-world business object, Connected Workspaces can be related to a customer, product, employee, purchase order or any other business object type. Workspaces can be created automatically from the lead application.

  • Content services platform

    Leverages the proven lifecycle capabilities of OpenText™ Content Suite for capture, document management, search, intelligence, security, compliance and records management.

  • Automated classification and metadata management

    Files documents consistently and automatically within a process and in the context of a related business object, removing the risk of users haphazardly filing items on local hard drives or file shares and sharing them via email. Any metadata or classification happens automatically in the background, without the need for end-user intervention.

  • Two-way integration

    Provides two-way integration that not only extends content into the lead application but presents metadata from the lead application directly in the Extended ECM Smart View. Updates can be made in either direction.

  • Cloud content management

    Flexible cloud models for public, private or hybrid deployments enable organizations to manage, protect and effectively use information within the same governance framework used by the most bulletproof on-premises systems.

Customer success stories

ECM integration benefits

  • Improved process efficiency

    Accelerates cycle time by automating manual tasks, simplifying access and improving content collaboration. Gain efficiency from both the lead application and the enterprise content management tools.

  • Better productivity

    Offers users a 360-degree view of both structured and unstructured business content from a single interface, providing content in context without the need to switch between different applications.

  • Streamlined innovation and time-to-revenue

    Transforms business models and digitizes value chains with an integrated approach to ECM that extends content services into the organization’s foundational technology environment.

  • Intelligent insight

    Delivers deeper insight into product, customer, supplier or asset performance through integrated data and content analytics for improved decision-making.

  • Mitigate compliance risk

    Automatically applies metadata and classifications transparently in the background, without end-user intervention.

  • One version of the truth

    Centralized repository for all business content regardless of the origin or source ensures that all stakeholders are working with the most current and relevant content.

Extended ECM solutions

Read the ECM integration guide