Overview

Bring efficiency to the enterprise with automated business processes

The Workflow and Automation capabilities in OpenText™ Extended ECM lay a foundation for an intelligent and connected enterprise. With improved process flow, real-time insight and content integration with enterprise applications, such as SAP, SAP SuccessFactors, Salesforce and DocuSign, organizations can focus on high-value actions that speed time to market, improve service and reduce risk.

Why choose OpenText Extended ECM Workflow and Automation?

  • End-to-end process flow

    Address the broadest range of use cases, from automating routine content-centric tasks to orchestrating multi-application, cross-organizational process flow.

  • Robust metadata available for all applications

    Augment content with metadata as it moves through workflows, APIs, user interfaces, search tools or via heuristics and analytics.

  • Intelligently automated processes

    Infuse content with AI and machine learning or public cloud AI services to empower every knowledge worker with personalized, task-oriented content intelligence.

  • Out-of-the-box enterprise application integration

    Address nearly any operational process and speed time to value with out-of-the-box integrations to enterprise applications, including ERP, CRM, HRM and office productivity tools.

How Extended ECM Workflow and Automation can benefit business

Discover the advantages of using Workflow and Automation.

  • Improve employee productivity

    Free more time for creativity, collaboration and strategy by automating everyday tasks, such as filing, adding meta-data, generating reports and getting approvals.

  • Empower teams to make decisions quickly

    Integrate content with process applications to provide the context users need to make faster, informed decisions that drive better results.

  • Reduce operational errors and risks

    Automatically enforce business rules and policy alerts on information inputs and workflows to dramatically reduce human error.

  • Maintain control and achieve compliance

    Extend governance to previously isolated content and data with automatically applied defensible policies via system and process integration.

Features

  • Intelligent capture and filing

    Classifies and accurately routes content to the systems and people who need it and ensures documents are stored in the correct workspaces.

  • Integrated workflow engine

    Offers a graphical designer with drag-and-drop functionality, step-by-step forms and custom or pre-configured scripts to create workflows, such as review and approval, and integrate external workflows.

  • Visual dashboards

    Allows workflow tracking, monitoring and oversight with Smart View widgets and complements the views with advanced reporting and analytics that improve process performance.

  • Event Action Center

    Uses events and metadata changes in Extended ECM or other applications to orchestrate actions, such as document creation, report generation and workflows. Integrates with Salesforce Flow and Microsoft Power Automate.

  • Business Process Library

    Provides a set of pre-configured, ready-to-use applications that combine best practices with the most powerful capabilities of Extended ECM to reduce the need to design processes from scratch.

  • Low-code and mobile application development

    Offers an OpenText™ AppWorks™ add on for content-enriched process automation, mobile and dynamic case management application development so multiple enterprise systems can work in concert to orchestrate a single, more effective workflow.

Take advantage of OpenText and Partner Services

Deployment

OpenText offers deployment choice and flexibility for Workflow and Automation.

Professional Services

OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.

Partners

OpenText helps customers find the right solution, the right support and the right outcome.

Training

Comprehensive enablement and learning programs to accelerate knowledge and skills.

Communities

Explore our OpenText communities. Connect with individuals and companies to get insight and support. Get involved in the discussion.

Leaders trust OpenText

See how customers are succeeding with Workflow and Automation.

See more success stories

South African National Parks advances conservation leadership with enterprise-wide digital transformation

Learn more

SITE Centers Streamlines Lease Management with OpenText

Learn more

Huhtamaki India lays the foundation for a digital transformation with OpenText low-code development platform

Learn more

MSIG Asia enhances customer experience with digital evolution

Learn more

Workflow and Automation resources

OpenText Extended ECM Platform

Watch the video

Ensure high quality handover from Building Information Modelling (BIM) projects

Read the brief

OpenText Extended ECM

Read the overview

Extended ECM for SAP Success Factors CE

Take the click tour

OpenText Extended ECM for Salesforce

Take the click tour

OpenText Extended ECM with Content Server Mobile

Take the click tour

Cross Application Demo

Take the click tour

Optimize HCM processes with OpenText Extended ECM

Watch the video

Optimize sales cycles with OpenText Extended ECM for CRM

Watch the video

Optimize procurement with OpenText Extended ECM for ERP

Watch the video

OpenText Content Server Mobile

Watch the video

OpenText Content Suite Quick Demo

Watch the video

The resilient HR organization

Read the blog

10 Reasons to upgrade OpenText Content Suite and Extended ECM

Read the blog

The resilient sales organization

Read the blog

The resilient procurement organization

Read the blog

Provide a superior experience for commercial banking customers

Read the blog

Smart migration

Read the overview

Understanding the value of connecting content to sales and service processes

View the infographic

Understanding the Value of Connecting Documents to Processes

View the infographic

5 Questions to Better Understand Why Content in Context is Critical

View the infographic

Workflow with DocuSign integration for Content Server and Extended ECM

Watch the video

OpenText footer