Improving key business processes inside Microsoft®

Office 365®, Salesforce®, and SAP® with OpenText™

Extended ECM

OT Live Webinar

September 17, 2019

Agenda

Introduction – Extended ECM

Demo Scenario – Sales order escalation
Extended ECM for Microsoft Office 365 & Customer use case
Extended ECM for Salesforce & Customer use case
Extended ECM for SAP Solutions & Customer use case

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Rethink…
How users access content

How your staff work

How to get an together
Information Advantage

How your information

is governed

How content supports your

business processes

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 …when content ISN’T MANAGED inside business processes

Fragmented content Out of control content is a Inconsistent information

prolongs cycle time
Content locked in silos and fragmented
applications results in manual search and
retrieval, delays and error resolution time
that impact cycle time.
compliance risk
Content not disposed of or not retained as
legally required creates compliance risks
and can ultimately also have financial
consequences.
decreases productivity
Inconsistencies between Salesforce data and
documents result in rework costs and
negatively impact performance and
productivity in every business function.

Inaccessible content impacts Disconnected content Inefficient content flows

service and product quality
Inability to find information results in
uninformed decisions that impact service and
product quality and frustrate both employees
and customers.
delivers less value disrupt collaboration
Aged content disconnected from business Content silos lead to inefficiencies in
apps and processes turns into a legacy and interdepartmental and external
cost driver instead of being used as a collaboration.
competitive advantage.

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Unlocking the Information Advantage

Content + Context = Value

Documents Business Data Increased Productivity
• Financial documents • CRM & eCommerce
• Quotations, contracts • ERP & supply chain Better Engagement
• Invoices, etc. • HR / HCM
Business Insight
Digital Media Business Information Model Control (Compliance)
• Product collateral • Business objects
• How-to videos, … • Business object relations

Consistent – Relevant – Personal – Connected

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OpenText Extended ECM
Connects people and information across applications
▪ Provides seamless
integration of comprehensive Purchaser Consultant

ECM capabilities
▪ Ties processes and
information together in
business workspaces:
▪ Business content from
Project Manager Assistant
Extended ECM, with
Business data from
business applications
▪ Deeply connects data,
relationships, and roles Account
Executive
HR Admin
▪ Metadata is automatically
applied adding context
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DEMO
Sales order escalation scenario

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Extended ECM Demo Overview – Content in Context

Content editing & Access content & insights Improved productivity &
Collaboration inside process order processing

CUSTOMER ORDER FINANCE

WORKSPACE WORKSPACE WORKSPACE

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Extended ECM for Microsoft Office 365®
®

Overview & Customer use case

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 Extended ECM for Microsoft Office 365 ®

BCS / USER PRODUCTIVITY

Teams
Skype for Business
SharePoint
OneDrive
Outlook
Content creation and retrieval
Communication
Ad-hoc collaboration and sharing
Good-enough lifecycle management

TCS / PROCESS PRODUCTIVITY

Extended ECM/Connected
Transactional Business Apps Workspaces
Asset Data Records Management
Finances AGA
HR Extended ECM
Extend content services into business
Work Management process
Supply Chain High-end DM
Repeatable collaboration
Intelligent capture and automation
Records management
Archiving

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Joining Collaboration, Governance and Control

▪ Connect business processes to

informal collaboration and
communication tools
▪ Structured use of Office365
collaboration tools
▪ Frictionless flow of information
and documents between Office
365, Teams and Extended
ECM
▪ Co-Authoring directly from
Extended ECM Widgets or
interface

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Extended ECM for Salesforce®
Overview & Customer use case

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Extended ECM for Salesforce ®

Account Legal / Project

Assistant Finance Production Service
Executive Compliance Management

Campaign & Opportunity Engineering Production &

Sales Order Service
Lead Gen & Quote (Project) Delivery

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Allow sales and service agents to stay focused

▪ Embedded Account Workspace

▪ Lightning or Classic Salesforce
User Interface
▪ Sales, Service or Industry Cloud
▪ Templated creation of underlying
structures when triggered inside
Salesforce
▪ Sophisticated Integration
▪ Community Cloud
▪ AppExchange

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Success story

KUKA
Industry
• Manufacturing & Automation

Solutions
KUKA consolidate document silos using
• OpenText™ Extended ECM for Salesforce®
• OpenText™ Extended ECM for SAP Solutions Extended ECM for Salesforce and SAP,
Results
streamlining business processes
• SAP and Salesforce users now Requestors and buyers can easily access any procurement related
access a unified customer dossier content like correspondence, product collaterals, or specifications.
that feeds from the CRM and the ERP
systems

• Account managers have
transparency and quick insight into
the customer record and can seize a
new upsell opportunity based on
amount of active service notifications.
• Extends previous digital contract
management solution based on
OpenText Extended ECM for SAP
Solutions
“We are using OpenText to consolidate and streamline
information flows inside KUKA and beyond. The connectivity of
Extended ECM to our strategic applications from SAP and
Salesforce helps to improve efficiencies, gain insight and serve
our customers better.”
Kristijan Jarc
EIM Project Lead

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Extended ECM for SAP® Solutions
Overview & Customer use case

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Extended ECM for SAP Solutions ®

Information Processing Information Management

Capture and recognition, classification Workspace templates,
and indexing, content filing, high business metadata inheritance,
volume ingestions & migration, … related business content;
desktop integration

Extended
ECM

Information Governance Information Delivery

versioning, attachments Content access, navigation,
archiving, Security inheritance, records search, notification,
management, long term storage, view and annotate, mobile,
Workspace roles, … Any content can be associated with file sync and share, …
any SAP business object, using out of box integrations
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Share content across departments without risk

▪ Immediate access to required content inside

the business application minimizes manual
work.
▪ Less risk of errors in processes by all
information available to all business users
instantly.
▪ Share content across departments and
across different leading applications
▪ SAP S/HANA, C/4HANA, ERP, Finance, PLM,
ECC…
▪ Reduce risk and enable compliance such as
GDPR, CCPA, POPPI and many others, for
all SAP & non-SAP related content

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OpenText Extended ECM
Unlock the Information Advantage

▪ Simple access to business

content at the time of need
accelerates business process

▪ A single source of truth across

the organization provides
valuable insights

▪ Improved user collaboration

maximizes operational
efficiencies and outcomes

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Thank you

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