Bring Content into Context by Extending OpenText ECM into ERP, CRM, HR, and MS Applications
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The document discusses the integration of OpenText's Extended Enterprise Content Management (ECM) with various business applications such as ERP, CRM, and HR systems to enhance business processes. It emphasizes improving efficiency, regulatory compliance, and user adoption by embedding ECM functionalities within familiar work environments. Key concepts include creating digital business workspaces, automating document management, and ensuring that enterprise data is connected and accessible within these integrated applications.
Bring Content into Context by Extending OpenText ECM into ERP, CRM, HR, and MS Applications
- 1. Bring Content into Context by Extending OpenText ECM into ERP, CRM, HR, and MS Applications Content Enriched Business Processes Thomas Demmler, Director Product Management, Extended ECM Applications February 27, 2018
- 2. OpenText Confidential. ©2017 All Rights Reserved. 2 Put ECM in Business Context The Idea
- 3. OpenText Confidential. ©2018 All Rights Reserved. 3 Sales Process Account Executive Solution Consultant Sales Management Business Development Manager Strategic Architect Business Architect Product Management Professional Services Partners Bid Desk Legal Sales Management Order Entry Clerk Contract Solution Specification Requirements Specification RfQ Commercial Offer Sales Order Customer Invoice
- 4. OpenText Confidential. ©2018 All Rights Reserved. 4 Extended ECM Supporting Processes end-to-end across Applications Opportunity & Quote Campaign & Lead Gen Sales Order Engineering (Project) Production & Delivery Service Account Executive FinanceAssistantLegal Production Service Customer Support
- 5. OpenText Confidential. ©2018 All Rights Reserved. 5 Extended ECM Put ECM in Business Context Enterprise Content Management + Deep Integration with Business Applications Content Enriched Business Processes = Improve Business Process Efficiency by integrating content into business applications Improve Regulatory Compliance by managing content through its lifecycle AssetEmployee Project Product CustomerSupplier Business Application ECM
- 6. OpenText Confidential. ©2018 All Rights Reserved. 6 Extended ECM Enterprise Content Management Archive Collaborate Transform Perms Version Search Metadata Workflow Capture Dispose AnnotateShare
- 7. OpenText Confidential. ©2018 All Rights Reserved. 7 Extended ECM Concept of a Business Workspace A business workspace is a digital twin to an object like a customer, an employee, or an order, which is managed in a business application. CUSTOMER WORKSPACE
- 8. OpenText Confidential. ©2018 All Rights Reserved. 8 Extended ECM Concept of a Business Workspace Documents managed in a business workspace.
- 9. OpenText Confidential. ©2018 All Rights Reserved. 9 Extended ECM Concept of a Business Workspace Additional Information Map
- 10. OpenText Confidential. ©2018 All Rights Reserved. 10 Extended ECM Concept of Business Relationships Information from SAP ERP / SAP S/4HANA A business relationship visualizes relationships between business workspaces.
- 11. OpenText Confidential. ©2018 All Rights Reserved. 11 Extended ECM Open, Integrated Enterprise Content Management CUSTOMER WORKSPACE SALES ORDER WORKSPACE BUSINESS WORKSPACE
- 12. OpenText Confidential. ©2018 All Rights Reserved. 12 Extended ECM Network of Business Workspaces Project Workspace Supplier Workspace PROJECT WORKSPACE SUPPLIER WORKSPACE SUPPLIER WORKSPACE OPPORTUNITY WORKSPACE Pairing CUSTOMER WORKSPACEBusiness Relationship
- 13. OpenText Confidential. ©2018 All Rights Reserved. 13 Extended ECM Concept of Pairing Business Application Data, Roles, Relations, Classifications Extended ECM Platform Trigger Event WORKSPACE TEMPLATE Template based Creation BUSINESS WORKSPACE Business Object Content in Business Context Workspace User Interface Embedded
- 14. OpenText Confidential. ©2018 All Rights Reserved. 14 Process Integration ERP systems accomplish the work by executing processes (transactions, workflows). Extended ECM capabilities need to be accessible during the execution of these ERP processes as ECM is an essential part of many processes. Roles Integration ERP systems have a very detailed and powerful role concept to define access to crucial business data. Extended ECM leverages these ERP roles to assign role-based access to Business Workspaces and documents accordingly. UI Integration User Interface integration allows users to interact directly within content and ECM capabilities from within the ERP system. It is crucial for adoption to keep users working in the work context they are familiar with. Data & Relationships Integration Relevant data of ERP business objects (such as employee, customer, sales order) is automatically replicated to corresponding Extended ECM Business Workspaces. This ERP data can then be leveraged for classification and searching of documents & workspaces. Repository Integration Documents created or updated in the ERP system are automatically transferred into OpenText ECM repository; ideally together with important business metadata. These ERP documents must remain accessible in the ERP system. ERP documents can be put under RM control. automatically. Extended ECM Integration Dimensions Repository Data & Relationships User Interface Roles Processes
- 15. OpenText Confidential. ©2018 All Rights Reserved. 15 Extended ECM Connects People and Information across Applications ▪ Provides comprehensive ECM services ▪ Ties processes and information together in Business Workspaces ▪ Business content from Extended ECM ▪ Business data from Business Applications ▪ Deeply connects with data, relations, and roles ▪ Seamlessly integrated Account Executive Project Manager Purchaser HR Admin Consultant Assistant
- 16. OpenText Confidential. ©2017 All Rights Reserved. 16 Content Enriched Business Processes Extended ECM in Action
- 17. OpenText Confidential. ©2018 All Rights Reserved. 17 Extended ECM Supporting Processes end-to-end across Applications CUSTOMER WORKSPACE SALES ORDER WORKSPACE PRODUCT WORKSPACE CASE WORKSPACE CAMPAIGN WORKSPACE Opportunity & Quote Campaign & Lead Gen Sales Order Engineering (Project) Production & Delivery Service Account Executive FinanceAssistantLegal Production Service Customer Support
- 18. OpenText Confidential. ©2018 All Rights Reserved. 18 Extended ECM Salesforce: Account (Customer) Extended ECM Account Global Trade Workspace Salesforce Account Global Trade Account Executive
- 19. OpenText Confidential. ©2018 All Rights Reserved. 19 Extended ECM MS Outlook / Office 365: Account (Customer) Account Executive ▪ Store emails into Business Workspaces in an easy and efficient way ▪ Open business workspace ▪ Quickly find a business workspace from within Outlook ▪ Recently accessed workspaces ▪ Favorite workspaces ▪ Search by workspace name (results with type-ahead) ▪ Suggested Workspaces (March 2018)
- 20. OpenText Confidential. ©2018 All Rights Reserved. 20 Extended ECM Salesforce Mobile: Account (Customer) ...opens Extended ECM Account Workspace in Salesforce app Salesforce Account – Workspace Button… Account Executive
- 21. OpenText Confidential. ©2018 All Rights Reserved. 23 1. Select template. 2. Preview. 3. Click Create. Document Generation Salesforce: Create personalized documents (Quote) Account Executive Generate quotes, proposals, contracts, and other high-quality personalized customer correspondence
- 22. OpenText Confidential. ©2018 All Rights Reserved. 24 1. Review and adjust generated document with Salesforce data applied 2. Click on “Save in Workspace” Document Generation Salesforce: Create personalized documents (Quote) Account Executive Generate quotes, proposals, contracts, and other high-quality personalized customer correspondence Data is retrieved automatically from Salesforce. Predefined sections are editable.
- 23. OpenText Confidential. ©2018 All Rights Reserved. 25 Generated Quote is automatically filed in the Extended ECM Quote Workspace Document Generation Salesforce: Create personalized documents (Quote) Account Executive
- 24. OpenText Confidential. ©2018 All Rights Reserved. 26 Extended ECM Smart UI: Landing Page (Role Legal) Legal Extended ECM Landing Page for Legal Purchase Contracts Sales Contracts
- 25. OpenText Confidential. ©2018 All Rights Reserved. 27 Extended ECM Smart UI: Sales Contract Legal Extended ECM Sales Contract Global Trade Workspace Overview
- 26. OpenText Confidential. ©2018 All Rights Reserved. 28 Extended ECM Smart UI: Sales Contract Legal Extended ECM Sales Contract Global Trade Workspace Documents
- 27. OpenText Confidential. ©2018 All Rights Reserved. 29 Extended ECM Smart UI: Sales Contract Legal Extended ECM Sales Contract Global Trade Workspace Related Extended ECM Customer Global Trade Workspace
- 28. OpenText Confidential. ©2018 All Rights Reserved. 30 Extended ECM Smart UI: Account (Customer) Legal Extended ECM Customer Global Trade Workspace Overview
- 29. OpenText Confidential. ©2018 All Rights Reserved. 31 Extended ECM SAP ERP: Sales Order (SAPGui) Finance Extended ECM Sales Order SO 157 Global Trade Workspace Documents
- 30. OpenText Confidential. ©2018 All Rights Reserved. 32 Extended ECM SAP S/4HANA: Sales Order (Fiori) Finance Extended ECM Sales Order SO 157 Global Trade Workspace Documents
- 31. OpenText Confidential. ©2018 All Rights Reserved. 33 Extended ECM SAP S/4HANA: Customer (Fiori) Finance Extended ECM Customer Global Trade Workspace Documents
- 32. OpenText Confidential. ©2018 All Rights Reserved. 34 Extended ECM SAP S/4HANA: Customer (Fiori) Finance Extended ECM Customer Global Trade Workspace Overlay in Fiori
- 33. OpenText Confidential. ©2018 All Rights Reserved. 35 Extended ECM SAP S/4HANA: Customer (Fiori) Finance Extended ECM Customer Global Trade Workspace Office 365 Group paired with Customer Workspace
- 34. OpenText Confidential. ©2018 All Rights Reserved. 36 Extended ECM Office 365 SharePoint: Customer Support Customer Support Open up Extended ECM to Office 365 users Work with Business Workspaces SharePoint Online, SharePoint 2016 and 2013
- 35. OpenText Confidential. ©2018 All Rights Reserved. 37 Extended ECM Office 365 SharePoint: Support Case Customer Support Extended ECM Support Case Poor Pump Performance Workspace Documents Data Team
- 36. OpenText Confidential. ©2018 All Rights Reserved. 38 Extended ECM Office 365 SharePoint: Customer Customer Support Extended ECM Customer Global Trade Workspace Documents Data Team
- 37. OpenText Confidential. ©2018 All Rights Reserved. 39 Extended ECM Office 365 Teams: Customer Customer Support Extended ECM Customer Global Trade Workspace Conversations
- 38. OpenText Confidential. ©2018 All Rights Reserved. 40 Extended ECM Office 365 Teams: Customer Customer Support Extended ECM Customer Global Trade Workspace Business Workspace
- 39. OpenText Confidential. ©2018 All Rights Reserved. 41 Extended ECM Office 365 Teams: Customer Customer Support
- 40. OpenText Confidential. ©2018 All Rights Reserved. 42 Extended ECM Supporting Processes end-to-end across Applications CUSTOMER WORKSPACE SALES ORDER WORKSPACE PRODUCT WORKSPACE CASE WORKSPACE CAMPAIGN WORKSPACE Opportunity & Quote Campaign & Lead Gen Sales Order Engineering (Project) Production & Delivery Service Account Executive FinanceAssistantLegal Production Service Customer Support
- 41. OpenText Confidential. ©2018 All Rights Reserved. 43 Extended ECM Open, Integrated Enterprise Content Management Extended ECM for Government Extended ECM for Salesforce Extended ECM for Microsoft Office 365 Extended ECM for SAP SuccessFactors Extended ECM for SAP ERP SAP S/4HANA Extended ECM for Oracle EBS Extended ECM for Engineering Extended ECM for …
- 42. OpenText Confidential. ©2018 All Rights Reserved. 44 Extended ECM SAP SuccessFactors A simple, secure, compliant, and integrated enterprise solution to manage your complete employee digital records • Increases Efficiency • Minimizes Risk • Reduces Costs Employee Workspace: Quickly and easily find employee documents with secure access to a central repository of all employee information – in one digital employee file Please join the dedicated session in the afternoon
- 43. OpenText Confidential. ©2017 All Rights Reserved. 45 Benefits Much more than just document storage
- 44. OpenText Confidential. ©2018 All Rights Reserved. 46 Benefits of Extended ECM One Version of the Truth Centralized repository for all your business files Documents automatically filed by business applications Consistent business workspaces for filing documents Metadata and classification applied automatically and in the background Content connected to SAP, SuccessFactors, Salesforce, Oracle, MS Office 365 Inherited role-based permissions for access control Compliance with Regulations Compliance and internal controls for the most critical content Consistently applied metadata that powers search and faceted browsing Consistently applied RM classifications with trigger-based retention as needed Single source of unstructured content Completeness check lets you know whether there are all documents Employee Productivity Ability to stay in business processes and associated applications (SAP, SuccessFactors, Salesforce, Oracle, MS Office 365) Unified access to documents outside of the lead applications Easily find content that is part of the current or related business processes Comprehensive set of content services Personalized, process-specific document generation and distribution* * Not included in all Extended ECM offerings
- 45. OpenText Confidential. ©2018 All Rights Reserved. 47 opentext.com Contact Thomas Demmler Director Product Management Extended ECM Applications Email: [email protected] LinkedIn: de.linkedin.com/in/thomasdemmler Slideshare: www.slideshare.net/thomasdemmler Twitter: @thomasdemmler Join the Extended ECM professionals group at LinkedIn today!