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Process Automation

OpenText Process Automation

Maximize efficiency with AI-powered process automation software

Dashboard view of OpenText Process Automation software on a computer

Your guide to business process automation successRead the research paper

Lack of business process automation holding you back?

Disconnected, manual processes slow teams and drain energy. Without clear visibility, it’s difficult to improve workflows, especially when custom app development and expensive technical resources lead to mounting technical debt and innovation delays.

See how OpenText Process Automation streamlines processes and empowers workers

OpenText™ Process Automation turns bottlenecks into breakthroughs by replacing disconnected, manual work with efficient, streamlined processes. With AI-powered, low-code tools and deep integration with OpenText document management systems, it frees teams from technical drag, cuts information silos, and fuels faster innovation without the heavy lift of custom development.

Read the industry analyst’s research paper

Why OpenText Process Automation?

Simplify complex work with an intelligent platform to automate processes, integrate content, and optimize operations at enterprise scale.

  • Unified
    Eliminate silos with integrated process and content automation
    Streamline operations and boost team productivity with an OpenText solution that natively connects process automation with content management.
  • Agile
    Empower users to build and adapt solutions with GenAI
    Create and scale applications faster with Developer Aviator for low-code, AI-assisted development and fewer IT bottlenecks.
  • Secure
    Built-in governance and real-time insights you can trust
    Ensure enterprise-grade security, privacy, and compliance while gaining actionable insights across workflows from one dashboard.

Use cases

Transform manual processes at scale—across every industry—with business process automation software. Save time and improve collaboration and efficiency with an AI-powered, low-code development platform.

  • Reduce cycle time and improve accuracy by digitizing manual tasks, routing cases, and integrating with policy admin systems—streamlining claims, underwriting, and policy issuance.

  • Enable fast and compliant resolution of citizen requests, data privacy cases, and policy feedback by managing case lifecycles and approvals through a centralized, auditable platform.

  • Drive high-volume operations with real-time processing and maximum efficiency by unifying systems and automating workflows across trade finance, foreign exchange, payments, and dividends.

  • Boost productivity, standardize processes, and seamlessly connect teams and partners on a unified platform by automating workflows across purchasing, compliance, IT, and maintenance.

  • Accelerate investigations and ensure proactive financial governance by automating AML processes, enabling real-time alerts, and integrating with regulatory systems.

  • Enhance accuracy and operational efficiency through automated end-to-end procurement and invoicing processes—standardizing purchase orders, streamlining approvals, and integrating finance systems.

    Key features

    Unlock the power of business process automation with OpenText Process Automation to deliver speed, visibility, and seamless connectivity.

    AI-powered development platform

    Offers flexible development options, allowing technical users to use pro-code for complex scenarios, while business users can use AI-driven Developer Aviator and no-code/low-code tools.

    Watch the demo

    Process orchestration

    Streamlines diverse processes, drives real-time visibility, and orchestrates operations at scale with intelligent optimization and control.

    Secure access

    Keeps your teams connected and secure with device-agnostic access and enterprise-grade deployment. Offers FedRAMP®-certified environments and built-in compliance tools for regulated industries.

    Read the FedRAMP-solution blog

    Process insights

    Allows users to analyze process performance in real time, find bottlenecks, and act quicker with built-in reports, custom dashboards, and advanced analytics.

    Content management integration

    Empowers users to leverage natively connected document management solutions and business apps to rapidly access relevant process information, reduce context switching, and accelerate decisions.

    Adaptive automation

    Enables users to quickly adapt with dynamic case management, automated decisions, and intelligent document processing—simplifying complex processes and speeding up business outcomes.


    Accelerate the value of OpenText Process Automation

    Add-ons

    Enhance your end-to-end process experience with add-ons that streamline work, remove friction, and create a seamless, efficient environment for your teams.

    Integrations

    Break down silos across business applications and keep processes flowing with connected systems.

    • SAP® S/4 HANA

      Enhance efficiency, accuracy, compliance, and cost savings by automating SAP business processes

    • Salesforce®

      Streamline sales processes for improved customer experience, sales effectiveness, and efficiency

    Deployment

    OpenText offers deployment choice and flexibility for OpenText Process Automation.

    Professional Services

    OpenText Professional 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

    OpenText Learning Services offers 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.

      Certifications

      Built for trust and assurance, OpenText Process Automation meets leading standards for security, compliance, and reliability.

        Premium Support

        Optimize the value of your OpenText solution with dedicated experts who provide mission-critical support for your complex IT environment.

        OpenText Process Automation resources

        Huhtamaki logo

        Huhtamaki simplified financial tasks using the OpenText low-code platform

        Learn more
        MSIG Asia logo

        MSIG Asia simplified processes to serve customers faster across channels

        Learn more
        DHFL Pramerica Life Insurance logo

        DHFL Pramerica used OpenText to scale faster and simplify insurance operation

        Learn more
        Home Credit logo

        Home Credit cut time-to-hire with automated workflows to hire top talent

        Learn more
        Region Skåne logo

        Region Skåne boosted transparency by streamlining records and processes

        Learn more
        MetaSource logo

        MetaSource let customers automate workflows without changing how they work

        Learn more
        Public sector customer story

        This U.S. state cut licensing time with automated, self-service workflows

        Learn more

        OpenText Process Automation

        Read the product overview

        Your simple guide to getting business process automation right

        Read the research report

        OpenText Business Process Automation

        Read the solution overview

        OpenText Process Automation

        Read the product overview

        Your simple guide to getting business process automation right

        Read the research report

        OpenText Business Process Automation

        Read the solution overview
        Play video

        Expedite solution development with AI-enabled Developer Aviator

        Watch the video
        Play video

        Handle complex processes with flexible automation from OpenText Process Automation

        Watch the video
        Play video

        See how Huhtamaki boosted efficiency by automating financial processes with OpenText

        Watch the video
        Play video

        Empower teams to solve business challenges faster with the OpenText low-code platform

        Watch the video
        • Business process automation works best for repetitive tasks that rely heavily on information. Process automation software optimizes fragmented processes, reduces manual work and errors, and helps knowledge workers make quicker, data-driven decisions by presenting the right info at the right time.

        • Functions like HR and finance benefit most, as their processes span many systems and teams. Process automation software integrated with AI-powered document handling and RPA breaks silos, speeds up decisions, and presents relevant information quickly, making work smoother and more connected.

        • Low-code platforms speed up innovation by letting teams build and launch customized business applications without deep coding expertise. They reduce costs, ease the technical burden, and help connect old and new systems, making modernization faster and simpler.

        • The best teams mix business users, citizen developers, and pro developers. With an AI-enabled, low-code platform, they can build faster together. Establishing an automation center of excellence (CoE) adds structure, helping scale efforts and sharing best practices across the company.

        • Automation projects impact people, process, and performance. Important indicators include time saved, error reduction, faster turnaround, and user adoption. Reviewing employee experience, visibility, and whether the process now runs more smoothly and supports smarter decisions is also helpful.

        • Modern enterprise-grade platforms protect sensitive data and control who can access what. They also follow strict industry standards like FedRAMP and ISO, offering secure and scalable automation solutions even for highly regulated industries.

          May 5, 2025

          What’s new in OpenText Process Automation

          Discover new ways to automate faster and smarter with quarterly updates.

          Read the blog
          September 16, 2024

          Empower business users to spin up apps with AI-assisted development

          Learn how to embrace AI-led, low-code development safely and scale as necessary.

          Read the blog
          June 24, 2024

          Business process automation: The secret weapon of successful businesses

          Unlock success with strategic business process automation insights.

          Read the blog

          Take the next step

          Ready to simplify and optimize operations? Let’s explore how OpenText Process Automation helps your team move faster, stay aligned, and drive innovation.

          Contact us