Overview

Person working on laptop with illustrated workflow and automation icons.

OpenText™ Case Management capabilities automate end-to-end business processes to accelerate decisions within workflows and capture outcomes. Collecting content throughout workflows, Case Management generates structured and transactional outputs, such as sales quotes or contracts, driven by leading applications.

How OpenText Case Management can benefit business

Discover the advantages of using Case Management

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  • Enable faster decisions

    Deliver a combined view of relevant content and data needed to drive related business processes to process participants.

  • Increase productivity

    Gather critical insight into processes and cases, tailor events and notifications and provide users with content-enriched processes accessible via multiple channels.

  • Accelerate time to value

    Quickly automate scenarios without code, scripting or other IT-dependent support using pre-configured templates for common business processes.

  • Streamline information delivery

    Author dynamic document generation systems and embed them within business processes to reduce steps and dependencies on non-integrated processes.

Features

  • Data-driven process insights

    Delivers real-time statuses and enables smarter, faster decisions with content and related case data.
  • Turnkey business processes

    Offers a growing library of templates for processes, including Purchase Requisitions, Sales Contracts and Request for Proposals (RFP).

  • No-code case modeler

    Gives end users the ability to build their own case frameworks using a no-code case modeler to enable faster, more flexible deployment.
  • Process-driven document generation

    Supports processes, such as supplier onboarding, sales quotes and contracts, which require dynamic document outputs.

Take advantage of OpenText and partner services

Deployment

Connect content with digital business within the security and scalability of the public cloud SaaS.

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

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..

Case Management resources

Create a Workflow

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OpenText Core Case Management feature overview

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OpenText Core Case Management product overview

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Core Case Management use case: Request for proposals

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OpenText Core Content feature overview

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Core Content administration overview

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Core Case Management: How-to playlist

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Core Content: How-to playlist

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What’s new in OpenText Core Case Management

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What’s new in OpenText Core Content

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