Enterprise Content Management (ECM)

1. Cloud-Native Content Management

  • Centralized Content Repository: Provides a centralized, cloud-based repository for storing all organizational content, including documents, media files, and other types of business-critical information.

  • File Sharing and Collaboration: Enables real-time file sharing, collaboration, and version control, allowing teams to work together efficiently from anywhere, at any time.

  • Cross-Platform Access: Secure access to content across different devices and platforms, ensuring that users can access files via web browsers, mobile devices, or desktop applications.

2. Document Management and Version Control

  • Version Control: Track and manage multiple versions of documents, ensuring that the most up-to-date version is always accessible while preserving a history of document revisions.

  • Metadata Management: Allows users to add metadata to content for easy categorization, searching, and retrieval.

  • Content Retention and Compliance: Helps organizations manage document lifecycle and retention policies to ensure compliance with industry regulations such as GDPR, HIPAA, and others.

3. Security and Compliance

  • Granular Permissions and Access Control: Provides role-based access control (RBAC) and granular permissions to ensure that sensitive content is accessible only by authorized users.

  • Secure File Sharing: Enables secure sharing of files both inside and outside the organization, with configurable permissions and encryption.

  • Audit Trails: Tracks all document activity, providing a complete audit trail for compliance and reporting purposes.

  • Data Encryption: All data stored in OpenText Core Platform is encrypted, ensuring that content is protected both in transit and at rest.

4. Workflow and Process Automation

  • Workflow Automation: Automate content-centric workflows such as document approval, review processes, and task assignments. This reduces manual work and accelerates business processes.

  • Task Management: Provides tools to assign, track, and manage tasks within workflows, improving transparency and accountability.

  • Customizable Workflows: Design custom workflows tailored to specific business needs, ensuring that processes are efficient and aligned with organizational goals.

5. Collaboration and Content Sharing

  • Real-Time Collaboration: Allows teams to collaborate on documents in real-time, reducing delays and improving decision-making speed.

  • External Collaboration: Securely share content with external stakeholders, partners, or clients without compromising security or control over the documents.

  • Discussion and Annotation: Enable stakeholders to comment on documents, ask questions, and provide feedback directly within the document interface, improving collaboration.

6. Document Scanning and Capture

  • Document Scanning: Use integrated scanning features to convert paper documents into digital files that can be stored, categorized, and accessed within the platform.

  • OCR (Optical Character Recognition): Automatically recognize text in scanned documents, making them searchable and easier to manage.

  • Capture Automation: Automatically capture and index documents as they are created or received, streamlining the document intake process.

7. Search and Discovery

  • Advanced Search Capabilities: Offers powerful search functionality that allows users to search content based on keywords, metadata, or full-text indexing.

  • Faceted Search: Provides filters and tags that allow users to narrow down search results and find the information they need more quickly.

  • Content Discovery: With machine learning and AI-powered features, the platform helps discover relevant content and insights that may not be immediately visible.

8. Integration with Other Enterprise Systems

  • ERP and CRM Integrations: Seamlessly integrates with major enterprise systems like ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management), allowing content and data to flow freely across systems.

  • API Access: Provides robust API access for custom integrations with other enterprise tools, enhancing the platform’s ability to work within existing workflows and systems.

  • Office 365 and Google Workspace Integration: Facilitates easy integration with commonly used office productivity tools like Office 365 and Google Workspace for document editing and collaboration.

9. Document Lifecycle Management

  • Automated Document Retention: Set policies to automatically delete or archive documents when they are no longer needed, ensuring compliance with legal and regulatory requirements.

  • Versioning and Archiving: Retain multiple versions of documents for historical reference and compliance, while archiving older versions to ensure that the most current version is easily accessible.

  • Approval and Review Processes: Automate document approval and review processes to ensure that documents go through the correct channels before being finalized or shared.

10. AI and Machine Learning

  • Content Classification: Use AI-powered tools to automatically classify and tag documents based on their content, improving searchability and organization.

  • Data Insights: Leverage AI and machine learning to gain insights from the data stored in the platform, helping organizations make data-driven decisions.

  • Automated Workflows: AI-powered automation helps detect repetitive tasks and workflows that can be optimized, improving operational efficiency.

1. Enterprise Content Management (ECM)

  • Centralized Document Repository: A central platform for storing documents and business content, with advanced indexing and metadata capabilities to make content easily searchable and accessible.

  • Version Control: Maintain multiple versions of a document and ensure users always access the most recent or relevant version.

  • Document Lifecycle Management: Manage documents through their lifecycle from creation to disposal, ensuring compliance with internal policies and external regulations.

  • Retention Management: Define retention rules for documents, automatically triggering actions (e.g., archival or deletion) based on pre-defined business rules.

2. Collaboration and Workflow Automation

  • Document Collaboration: Allows multiple users to work together on documents in real-time, providing feedback, editing, and commenting.

  • Workflows and Task Automation: Automate business workflows like document approval, review processes, and tasks with custom workflows to increase productivity and reduce manual effort.

  • Social Collaboration Tools: Enhance team collaboration with integrated social tools for sharing content, discussions, and tasks within the platform.

3. Compliance and Security

  • Granular Access Control: Provides role-based access controls (RBAC) and customizable permission settings to ensure that sensitive content is only accessible to authorized users.

  • Audit Trails: Tracks all actions on content, including viewing, editing, sharing, and deletion, creating a full audit trail for compliance purposes.

  • Data Encryption: Ensures that all content is encrypted both in transit and at rest, providing robust data protection.

  • Regulatory Compliance: Supports compliance with industry regulations such as GDPR, HIPAA, and others by automating content retention, access control, and data privacy policies.

4. Content Capture and Intelligent Document Processing

  • Document Scanning and Capture: Digitally capture paper-based documents, transforming them into searchable, indexed digital files.

  • Optical Character Recognition (OCR): Extracts text from scanned images, PDFs, and other non-editable formats, making them searchable and accessible.

  • Automated Document Classification: AI and machine learning tools automatically classify documents based on content and metadata, streamlining content management and retrieval.

5. Search and Information Retrieval

  • Advanced Search: Powerful search capabilities allow users to find documents based on full-text, metadata, keywords, or other attributes.

  • Faceted Search: Refine search results using filters such as document type, creation date, or metadata.

  • Content Discovery: Leverage machine learning to surface relevant content that may not be immediately visible, improving the decision-making process.

6. Integration with Other Business Systems

  • ERP, CRM, and Other System Integrations: OpenText Content Suite integrates with major enterprise systems like SAP, Salesforce, and Microsoft Dynamics, enabling seamless flow of information across your organization.

  • API Access: Provides REST APIs for custom integrations, allowing businesses to extend the platform’s capabilities to other applications.

  • Office 365 & Google Workspace Integration: Allows users to edit and collaborate on documents within popular office productivity suites while maintaining content security within the OpenText platform.

7. Cloud and Hybrid Deployment Options

  • On-Premises, Cloud, or Hybrid: OpenText Content Suite can be deployed on-premises, in the cloud, or in a hybrid environment, offering flexibility to suit various business requirements.

  • Cloud-Native Features: Provides cloud-scale benefits such as secure, global access to content, scalability, and high availability.

  • Hybrid Integration: Supports the integration of on-premises and cloud content, providing a unified content management strategy across your enterprise.

8. Business Process Management

  • Business Process Automation (BPA): Automate end-to-end business processes related to content management, such as contract approvals, document routing, and compliance checks.

  • Case Management: Organize and manage cases (e.g., legal cases, customer service incidents) with integrated document management, collaboration tools, and workflow automation.

  • Forms Management: Create, manage, and automate digital forms for various business processes, improving data collection and decision-making.

9. Mobile and Remote Access

  • Mobile App Support: Access, view, and manage content on mobile devices, ensuring that teams can remain productive even while on the go.

  • Remote Collaboration: Enable secure remote access to content for teams working outside the office, supporting flexible work arrangements.

10. Reporting and Analytics

  • Dashboards and Reporting: Built-in reporting tools allow businesses to track content usage, workflow performance, and user activity.

  • Business Intelligence Integration: Integrate with BI tools like Microsoft Power BI for advanced reporting and data insights.

11. Content Sharing and External Collaboration

  • External Collaboration: Securely share content with external partners, vendors, and clients, while maintaining control over access and permissions.

  • Link-Based Sharing: Share content via secure, expiring links to prevent unauthorized access.

12. Enterprise Integration

  • Cross-Platform Integration: Easily integrates with other business-critical systems such as ERP (e.g., SAP) and CRM (e.g., Salesforce), creating a seamless information flow across the organization.

  • Web Services and API Access: Offers comprehensive API access to allow integration with other internal applications, offering greater flexibility and data sharing.

Global Partnerships