Enterprise World

Map Your Path at Enterprise World

Enterprise World

Have you ever found yourself lost at an industry event? Not sure, which speaker you want to go to hear, or should you be checking out the latest demos on the expo floor, or maybe networking with your peers at an industry round table? Large industry conferences can be confusing affairs, especially for the first time attendee. Even frequent attendees can hit the “what should I do now?” wall as successful events continue to grow and evolve. Events like OpenText’s very own Enterprise World. This year will be the biggest and best Enterprise World yet with a wide variety of sessions, events, and activities to participate in. This year’s event includes: • Workshops and Training Sessions • Innovation and Developer Labs • The Digital Disruption start-up competition • The Future Forward program for university students • Women in Technology luncheon • Elite Customer Awards As well as the main Enterprise World Conference itself with 200 breakout sessions, thought provoking track keynotes and much more. Running alongside the conference will be the Expo Hall with a wide variety of demo pods, specialist theaters, and your chance to meet the experts one-on-one, network with fellow customers, or see many solutions in action. If it all sounds like a lot, it is, but don’t worry – we’ve mapped it out for you. We will help you with your Enterprise World journey by providing you with a “Map Your Path” overview for each of the breakout tracks. This “map” will help guide you during your 3 days with us and outline all there is to see and do with relation to your area of interest. It includes can’t miss breakout sessions, keynotes, expo floor demos, theater presentations, labs and more! Click here to check out the list of Maps that will help you navigate and get the greatest benefit from what promises to be an informative, and entertaining Enterprise World.

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Enterprise World: Which Business Network Customers are Speaking?

Enterprise World

One key benefit of attending an event such as this is to be able to learn from your peers about the challenges they face across their extended enterprise and the OpenText™ Business Network solutions they have deployed to resolve these challenges. We have a number of great customers lined up to present in the Business Network track at Enterprise World this year, for more information on who is speaking, please see the session information below. Our keynote speaker for the Business Network track will be Randall Urban, Vice President of the Digital Office at Adient, a leading tier 1 supplier to many leading vehicle manufacturers. Randall’s session, When Will Your Industry Get Disrupted? Adient’s Digital Journey will share insights gained along its journey from a static, linear supply chain to a dynamic and agile ecosystem—one that digitizes and integrates capacity, demand, sourcing and logistics—and what’s next, such as using advanced analytics to further optimize key processes. Attend this session to learn how Adient is leading digital transformation, rather than being disrupted by it—and what it could mean for your industry. In addition to this keynote session from Adient, we also have three sessions with contributions from other B2B Managed Services customers of OpenText. BNN 101 – How Digital Disruption is Driving New Supply Chain Transformation Initiatives – Tuesday 11th July between 2:00pm and 2:50pm – OpenText recently sponsored a study from the analyst firm IDC to understand whether new digital technologies were leading to new supply chain transformation initiatives across a company. More information about the key findings from this study can be found in this blog. B2B Managed Services can not only provide a digital backbone which seamlessly integrates external trading partners to internal enterprise systems, it can also provide additional resources to manage your B2B environment leaving you to focus on managing your business and rolling out new digital initiatives across the extended enterprise. This session will be co-presented with Siva Raja, Logistics & EDI Manager, Matson Logistics who will discuss their journey towards moving to a cloud-first strategy and deploying B2B Managed Services to support their business operations. BNN 106 – Accelerate Competitive Advantage with B2B Managed Services – Wednesday 12th July between 4:10pm and 5:00pm – Your business is faced with multiple demands and challenges. Whether internal initiatives, such as ERP consolidation; go-to-market strategies, such as M&A activity or channel expansion; or external forces and mandates, such as electronic invoice compliance, your resources are stretched thin. Attend this session to learn how OpenText™ B2B Managed Services can help your organization turn these challenges into opportunity and competitive advantage and shield your business from the complexities of B2B integration allowing you to focus on your core business activities. This session will be co-presented with Greg Munster, Senior Director Sales Productivity, Red Hat who will discuss how B2B Managed Services helped the company to simplify supplier integration complexity, expand their global reach and digitally enable their end to end supply chain processes. BNN-107 Simplify & Optimize Your SAP Implementation with B2B Managed Services, Thursday 13th July between 9:00am and 9:50am – If your business runs SAP, then you have made a significant investment in an ERP system that simplifies how you manage your business operations. But how do you ensure that your extended enterprise and external trading partners can leverage this investment as well? This session will explain the benefits of integrating your SAP and B2B platforms together and how SAP’s endorsement of B2B Managed Services simplifies this process. This session will also explore how SAP is leveraging other Business Network capabilities such as global e-invoice compliance, notifications, and cloud fax to enhance SAP’s solution offerings. This session will be co-presented with Calvin Leong, Director Business Technology & eCommerce, DistributionNow, who will discuss the challenges they faced with regards to their SAP integration project, why they decided to take a B2B Managed Services approach and the benefits they obtained. More information about other Business Network sessions can be found in blogs by Greg Horton, Karen Bieniek, and in one of my earlier blogs. Our event this year will be held in Toronto, Canada, and if you are interested in learning more about how Business Network can support your B2B integration needs today and in the future then I would suggest taking a look at our registration page here. I hope to see you in Toronto in July!

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The Time for Education is Now!

According to Benjamin Franklin, “An investment in knowledge pays the best interest.” That couldn’t be more true. Employee education and training are proven to drive: Employee advancement, engagement and career growth Enhanced productivity and quality, resulting in: More accurate work output, and Better customer service Employee retention In short, employee education and training are key drivers of success, which in turn bolsters customer success and the entire organization – driving everything from brand recognition to bottom line company growth. At OpenText, our goal is to provide users of our products with the in-depth understanding of our software and the technical knowledge they need to optimize their use of Enterprise Information products to meet their unique business challenges. With our role-based training: System administrators benefit from understanding options for configuring and managing the system for current and future requirements Business analysts gain insights into features in the products, new releases and leave with expertise to advance current and future projects Developers achieve the knowledge they need to customize and extend the applications to meet specific use cases At Enterprise World 2017, there are over 35 training courses and workshops  taught by knowledgeable experts – with product managers joining some courses for part of the time as well. The information shared with peers, instructors and other OpenText staff in these interactive sessions can solve organization-specific issues, and answer your “what if?” and “how can I?” questions. If you haven’t already registered, plan to join us for courses at Enterprise World in Toronto July 8th – 10th.  If you are an Elite customer, you can even use your points on training. This year there are seven new courses covering Release 16 including: OpenText EIM Adoption Strategy Workshop: 2 day course (U-TR-6-5009) Upgrading to Content Server v16: 1 day course (U-TR-3-0137) Process Modeling for Process Platform v16: 3 day course (U-TR-4-4913) Content Server Installation and Configuration v16: 2 day course (U-TR-3-0187) Engineering Document Management Suite: 2 day course (U-TR-2-0235) Implementing OpenText™ Media Management v16: 3 day course (U-TR-3-0805a) Documentum Technical Fundamentals: 3 day course (U-TR-3-8010a) See you there!

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A day in the Life of a Utility Company

Toronto

In the last in my blog series on Operational Excellence, I’d like to introduce you to BigShock Energy. It’s a utility company with power generation plants in ten countries worldwide. It realized that while each of its plants was managed in isolation, it was impossible to achieve the optimum operational efficiency across the organization. Each plant was managing and maintaining equipment and issues that had been encountered at the other plants without the benefit of the lessons learnt. So BigShock decided to digitally transform its business to create a central operations solution, across all their plants that seamlessly integrates key operations systems. In creating a centralized solution the company integrated enterprise asset management, centralized content management, advanced analytics and a business process engine. The overall objective being to improve operational performance and deliver better business insight across the portfolio of plants. So, what does this mean in practice? Let’s take a look at a typical day. It’s midday in Bangalore. Dinesh Patel, a maintenance technician responsible for overseeing equipment performance at all BigShock plants, is at his desk when a dashboard on the screen flashes red. A pump in one of the company’s Nuclear facilities in Florida has exceeded its optimal working temperature. Dinesh quickly accesses and analyses data about the pump from all the other facilities at BigShock, sees that there is a significant chance of failure with this pump when it starts to exceed operating temperature and decides it needs immediate replacement. He opens the facility’s Maintenance Management System and creates a new work order. It’s 7.30am in Tallahassee. Over his first coffee of the day, maintenance engineer, Jim Smith, opens his iPAD to see his schedule for the day ahead. He notices he has a new instruction to replace one of the older pumps. He examines notes on the pump and can see that it has been regularly exceeding optimal performance over the last 24 hours. Jim accesses the equipment store register, checks the part is in stock and requests the replacement pump. Once accepted, he returns to the maintenance app and schedules replacement for 1pm. It’s 9am when Jim arrives at his desk. He connects his iPAD to the company network and begins to access all the relevant documentation he’ll need to review before replacing the pump. The information is stored within a central corporate Operations Asset Management system at corporate headquarters in New York. Jim downloads all the information he needs onto his iPAD so that he can access and read it while on-site. He heads to the warehouse to pick up the replacement pump. It’s 1pm in Cody, a short drive from Tallahassee where the Nuclear facility is based. Jim is ready to undertake the replacement of the pump. He is standing next to the pump in the plant and accesses the shutdown procedure and replacement procedures from his iPAD app. Once the pump is replaced, Jim starts a pump test process. He opens the relevant test form, completes the required data and adds a photograph of the completed pump – taken with his iPAD. He immediately forwards the completed test form to the Inspection Manager for approval. Finally, he returns to his desk where he starts an MOC process with the affected P&ID, drawing and specifications. It’s 2.30pm in Tallahassee. Freddie Goodwin, the Inspection Manager, sees a new task for a pump inspection appear on his dashboard. The task is labeled ‘critical’ as production cannot be resumed until it is complete. It includes the completed test form, a link to the original maintenance request and links to the associated P&ID, drawing and specifications. Freddie drives to Cody, checks the replacement pump and sends his approval to restart production. At  3.30pm, Willie Bell, the production supervisor, receives a task in his inbox telling him he can now resume production. He begins the startup procedure on the newly installed pump. Willie accesses the procedure from his iPAD, starts the pump and returns the plant to full production. By 4.30pm, full production is resumed. It’s 5pm in Cody. Terry Cooper in the drawing office receives an email. It includes a task to update the P&ID and replace the current ‘as built’ P&ID for the part of the plant that houses the newly installed pump. He decides he can get all that done before the end of the day. Back in New York, it’s 6pm. Gary Rowett, COO, accesses the Operations Systems and finds that uptime across all facilities currently stands at 99.95%. He drills down and notices a potential worry. Including Jim’s pump, over 30 Type 12 pumps have had to be replaced worldwide in the last three months. He thinks the issue needs investigating. He fires off an email to a member of his team and decides to have an early night. BigShock Energy is, of course, a fictitious company but energy companies can do all of this today. The technology and solutions needed to digitally transform your operations aren’t just available. They’re mature. It all starts with a comprehensive Enterprise Information Management (EIM) solution that provides a central backbone for managing and analyzing all your information across all your plants worldwide. We’ll be discussing how EIM can drive Operational Excellence at this year’s Enterprise World.

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Where Have all the Millennials Gone? Adapting the Customer Experience

adapting customer experience

My wife and I recently stopped at the local branch of a chain restaurant that was a regular family eating spot when our girls still lived at home. The food was just as good as we remembered it, and reasonably priced. The staff were engaged, fun, and friendly. But, there was something missing – other customers. The restaurant was about quarter-full during prime dining hours. We remembered the place as always being full of families and having a bustling atmosphere, but those days seemed to have passed. As it happens, we had both independently read a couple of articles earlier in the day about how Millennials were abandoning the traditional family-dining restaurants their parents had taken them to. Although neither article had mentioned this particular chain, it definitely fit the description, and what we were seeing seemed to confirm the articles’ supposition. We spent a fair amount of time over our meal discussing the articles, and why we thought the change had happened. Was it bad customer experience? As far as my wife and I were concerned nothing had changed, the in-restaurant experience and service was just as we expected, and in fact I’d say it had improved slightly. So we asked our own “millennials” – our eldest daughter (a small business owner), and her husband (a copywriter) if they ever ate out at our former family favorite. The answer was an interesting one. They don’t eat out the way we did (or still do). They don’t go out just for a meal anymore. They, and most of their friends, eat out as part of an overall evening when they will grab something to eat before heading to a concert or event. They prefer to eat at places close to the venue that will be their final destination for the evening, and they prefer to be able to eat quickly and move on. When they do want a restaurant style meal, they prefer to have a date at home and have the food delivered. Their first choice will be restaurants affiliated with delivery services like UberEATS, where they can look at menus, create meals, order and pay online and have it turn up at their doorstep. So it was a customer experience issue, but not a tactical micro-experience one, such as the level of service in the restaurant itself, but more of a strategic macro-level one. The behaviors of a sector of the customer demographics has changed, and any restaurant that isn’t either physically located near other entertainment venues, or offers a delivery service, isn’t even considered. Within Customer Experience Management we use tools such as website optimization, analytics, surveys, and more to capture the voice of the customers so we can deliver better more engaging experiences. However, these are based on the activities and experiences of the customers we have. Can we use these same tools to capture information about the experiences we don’t supply that potential customers may be looking for? How do we track the changes in behavior for a target demographic and how do we use that to make strategic decisions about the evolving customer experience? I don’t have any immediate answers, but it makes for an interesting discussion; and it’s a topic I’ll be returning to during my session on “Ten Trends in Customer Experience for 2017” at the upcoming OpenText™ Enterprise World conference.

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Enterprise World 2017 Offers “Everything ECM” for OpenText and Documentum Customers

Enterprise World

Regardless of whether you’re an OpenText or a Documentum ECM customer, Enterprise World 2017 is the place to maximize your current investment and prepare for the future of content management. It starts with learning. As is the case at every Enterprise World, a full slate of training, breakout, and interactive opportunities will let you explore the latest product updates and discover how to make your existing infrastructure more productive. Whatever your area of interest, there will be a session or expert here to help you be better at it. It’s tangible insight you just can’t get anywhere else, but it’s also just part of the Enterprise World experience. The other key benefit of Enterprise World comes from hearing first-hand from thought leaders and fellow customers about how this technology can drive real-world transformation. This year, we’re once again including a variety of panels, success stories, and keynotes to give experts and progressive organizations a chance to talk about what ECM success looks like today and tomorrow. Here are a few thought provoking sessions you won’t want to miss: Content Track Keynote: OpenText Content Suite, Documentum, and the Future of ECM Join OpenText ECM leadership as they welcome Gartner Research Director Karen A. Hobert and the CIOs of Hydro One and the County of Los Angeles for an insightful discussion on the current ECM landscape, the future of content management, and a path to success built on leveraging today’s investments in Content Suite, Documentum, Extended ECM, and LEAP. ECD-215 Customer Panel: The Role of ECM in Building a Digital Transformation Program ECM-218: Customer Story: The Government of Canada’s Journey from ECM to EIM ECD-214 Customer Story: The Delta ECM Journey Accelerates Forward Thanks to a Firm Foundation ECM-216 Customer Story: BSTDB discusses Upgrade to OpenText Content Suite 16 & Smart User Interface ECM-214 Customer Story: Bank of America uses Content Intelligence to Enhance User Adoption and RM ECM-219 Customer Panel: Implementing RM Best Practices with OpenText Records Management Solutions The Documentum Customer’s Guide to Enterprise World Welcoming Documentum customers into the OpenText family is one of the most exciting aspects of this year’s Enterprise World! Not only are we looking forward to connecting and hearing about what you want and need to ensure success, we’re also working hard to make sure Enterprise World provides value that applies directly to your Documentum solutions. In addition to our usual wide-ranging agenda of ECM breakouts, we’re introducing a comprehensive series of Documentum-focused sessions covering everything from optimizing existing installs to discovering complementary solutions to future convergence strategies and product roadmaps. And we’re inviting a number of Documentum customers to the stage to share the learnings, challenges, and results of their ECM journeys. To help navigate your first Enterprise World, we’ve put together a Documentum-dedicated Map Your Path guide that highlights the Documentum, InfoArchive, Captiva, and LEAP sessions most rewarding and relevant to you. We invite you to use it as a start, but, by all means, please introduce yourself as soon as you hit the floor at Toronto Convention Centre. Connections are what Enterprise World is all about. We’re looking forward to helping make your first Enterprise World a truly rewarding experience. There is still time to register to attend.

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Quality and Innovation From Bench to Clinic – the Role of Data Integrity

quality

According to a recent PwC survey of pharma CEOs, 35% consider strengthening innovation a top priority. At the same time, they are facing increasing challenges from more stringent regulatory requirements and rising standards of quality. The Life Sciences track at this year’s Enterprise World looks at the benefits of building the quality-centric enterprise within Life Sciences. Data integrity is a foundation stone of quality and at the very heart of Digital Transformation. How can organizations gain visibility and control over all their data? Digital Transformation, for me, is not just about replacing paper with digital-based processes. It is about releasing the value that an enterprise has in the data it holds. The challenge is that most organizations have developed as a series of departmental silos. This is certainly true for quality. Separate departments or business units have created their own home-grown or legacy systems – often on Excel spreadsheets – to manage product and process quality. Apart from being hugely expensive to maintain and prone to error, these systems lack any enterprise-wide visibility, ability to share information across the organization and its partners, or to manage by exception. How reliable is your quality data? Despite best efforts, the data held within many of these quality systems must be considered less than reliable. Estimates indicate that bringing a new drug to market costs more than a billion dollars and takes up to 15 years so the effective use of quality data can help drive innovation and reduce costs. For example, a new product submission to the FDA can run to 600,000 pages containing data from a wide range of sources. The proper document management of that submission is essential to remove error and cost from the process. Companies are faced with regulatory requirements such as GxPs, reporting mandates, international quality standards and other compliance issues. This is simply part of daily operations and assuring the integrity of data feeding and driving these systems is paramount. This situation would be challenging enough if it were only internal data that the organization had to worry about – neatly held within enterprise applications and databases. However, every Life Sciences company operates in an ecosystem of customers, supplier and research partners. The amount of data is exploding and most of it is unstructured. According to The Economist, as of 2017, more than 1.7 billion healthcare and fitness apps have been downloaded onto smart phones. These apps are collecting mountains of valuable data that companies can use to improve product development and inform innovation. Towards the quality-centric organization To become a quality-centric organization, you have to be able to effectively many multiple data types from multiple sources. This data has to be reliable and available to drive quality through your entire ecosystem (See figure 1). Figure 1: Key drivers for the end-to-end, quality-centric Life Sciences organization Supplier Enterprise Customer Supplier audit Containment & failure analysis Supplier corrective action Cost recovery Supplier KPI/scorecard Inspection/audits Non-conformance CAPA Containment & failure analysis Document control & records management Change control Digital marketing & communication Training Equipment calibration Safety management Quality scorecard Customer issue & complaint management CAPA Containment & failure analysis Change control Document control & records management Product change notification Quality scorecard   It is difficult – if not impossible – to achieve this level of data integrity without a central platform to manage that data and content. With the Documentum acquisition, OpenText is uniquely positioned to provide the most comprehensive Enterprise Information Management platform to Life Sciences companies. Enterprise application integration, B2B integration and advanced analytics build out the ECM solution to give you new levels of visibility and control of the data across end-to-end business processes. This is the focus for Enterprise World. There will be speakers from some of the world’s largest Life Sciences brands talking about their experiences of driving quality and innovation within their companies. There are still a few spaces available so register today. It would be great to see you there.

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Energize Your Customer Experience Strategy at Enterprise World

customer experience strategy

Are you looking to re-energize your Customer Experience strategy? Do you want to know how other companies are approaching it? Are you interested in the latest customer experience trends and how they may impact your business? Do you want to catch up on the full suite of technology solutions that can help you from customer engagement, to business insights, all the way through to capturing customer sentiment? If so, come join us at what will be Canada’s largest technical conference of 2017 – OpenText Enterprise World, taking place at the Metro Toronto Convention Center. As part of Enterprise World we will have a wide range of activities specifically catering to attendees interested in Customer Experience. With 40 breakout sessions, that coverage a wide range of topics designed for strategic planners, customer experience practitioners, and solutions developers. These are supplemented by a series of presentations in a dedicated Customer Experience theater on the Expo floor. Close to the theater, you will find dedicated demonstration pods where you can view the latest enhancements in the OpenText Customer Experience Suite portfolio of products and chat with OpenText’s own experts. Better than listening to our experts, is the chance to listen to others who are driving the digital transformation of Customer Experience within their own companies. On Tuesday, July 11 at 4:10pm we are pleased to host one of our customer speakers, from an internationally recognized brand, on the event’s main stage to share their story or how implementing a customer experience strategy helped further promote the brand, encourage customer engagement and retention, and bring real, measurable, business benefit. Throughout the event will also have other customers presenting in various breakout sessions and on customer panels. These are great opportunities for you to learn from your peers, and ask insightful questions that will help you along your own digital transformation journey. Equally, the various breakout sessions presented by the OpenText industry and product experts will help you get the most from solutions implementations, do deeper dives into product features if you want, or just gain a good overall understanding of industry trends and best practices. Add in opportunities to participate in the Innovation and Developer Labs, means there is a lot to choose from. To help you gain the most from your time at Enterprise World we will be sharing a series Map Your Path outlines that recommend the best CEM and related sessions for you whether prime interest is in Digital Asset Management, Web Content Management, Customer Communications Management, or Contact Center Workforce Optimization and Surveys. If this all sounds like a great reason to spend July 10th to the 13th in Toronto, then make sure to register and we’ll see you there.

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5 Tips For Better Digital Marketing in Financial Services

financial services

While Financial Services CEOs and CIOs talk of the importance of digital transformation, many firms have been slower to harness the potential of digital marketing. Whether held back by the regulations governing their activities, or their legacy systems and data, companies understand the importance of digital communication but still find implementation a challenge. This is a major theme for the Financial Services track at this year’s Enterprise World so I thought I’d write a blog to outline five key areas to consider when moving to digital marketing. There is one figure that illustrates the gap between the financial services sector and industries when it comes to digital marketing: almost three quarters of retail and consumer goods companies report acquiring a customer through Facebook. This falls to under one third for banks and financial services companies. Yet digital marketing has proved to be more effective in financial services than elsewhere. Financial services ranks highest in website conversion rates compared to other industries. Sales conversions in financial services are 58% higher on a mobile than a desktop device. How do financial services firms get the most of their investment in digital marketing? Here are five brief pointers. Map content to the customer journey It might come as a surprise to know that research shows that financial services leads the way in content marketing. Research shows that 75% of financial services marketers have separate content strategies in place for each marketing channel, more than any other industry sector. Sadly, few marketers believe their content marketing strategies are as effective they could be though. The idea of providing useful and relevant content to people as they pass along their customer journey is an easy one but it is very challenging to implement. What channels are they using? What level of detail do they want? What are their personal preferences? What did they do when they consumed a piece of content and how should you respond? Content marketing is more than creating great content and distributing it properly. It is about being able to use the information you have available to discern the habits of individuals and being able to quickly – sometimes automatically – create communications based on their preferences and real-world behaviors. A customer communications solution like OpenText™ Exstream moves beyond simple Marketing Automation or Content Marketing solutions to enable you to draw from multiple sources to gain a better picture of the customer and customize communication effectively. Get personalized content right every time Customized communications begins with appropriate personalization. Most financial services firms are well aware of the importance of personalization but 60% of marketers admit they struggle to personalize content in real-time. Financial services marketers are faced with two challenges: they need to access data from a wide range of sources – both internally and externally – to gain the single view of a customer needed to effectively personalize communication. Secondly they need to ensure that they are using the personal data on customers and prospects in ways that comply with industry regulations. This is why a customer communications solution like Exstream is so important. It can dynamically access data and content from multiple sources – both structured and unstructured data – and deliver fully personalized one-to-one communication to virtually any print or electronic channel. Deliver the omni-channel customer experience The Aberdeen Group has found that companies with strong omni-channel capabilities retain on average 89% of their customers, compared to just 33% of companies that are weak in this area. We have moved way beyond the need to be ‘mobile-ready’ or deliver impressive mobile apps – although these are important. This is all about allowing an end-to-end transaction or engagement with customers to happen smoothly on a range of devices. A customer may want to research on their desktop, talk to an agent in the call center and set up their account administration on their mobile. Each time they interact with your brand, the experience should be seamless with the information available so that your customer can complete their transaction at the earliest point possible. For this reason you always need to think of omni-channel not as multiple channels but as channel independence. The service has to be delivered as an end-to-end service that the customer can access at any stage – using any device they want – and receive the exact same experience. OpenText Exstream takes this one step further. For on-demand, real-time and structured communications, if the primary delivery channel is unavailable for any reason, the solution sends the communication through secondary channels to minimize service disruption and increase customer satisfaction. Remember marketing doesn’t just happen in the marketing department It has been a long time since marketing could be considered a simple exercise in outbound communication that ends the moment the lead passes to sales. We talk about the customer journey and that encompasses pre-sales, sales, support and the development of customers as advocates. Marketers today work in collaboration with other departments – every piece of correspondence is the opportunity to upsell and cross-sell. This means knowing the customer as an end-to-end persona across the organization. Your marketing systems require seamless access to other enterprise systems to achieve this objective. They will need to draw data from ERP, CRM, billing and accounts systems and many others to ensure that the messages being to delivered to individuals are targeted, personalized and delivered at just the right time. A customer communications solution like OpenText Exstream will have a comprehensive range of connectors to seamlessly integrate into your enterprise environment to make enterprise data available to marketing for analysis and campaign development. Put governance and compliance front and center The myriad of new social and digital channels offer as great a risk as opportunity for an industry as heavily regulated as the financial services sector. To reap the benefits of digital media means ensuring that personal data and content is protected and used properly in all instances. This requires a customer communications platform that has information governance built-in. With OpenText Exstream, financial services firms can centralize content control and ensure effective governance is placed upon it. There is opportunity here. By taking such a structured approach about how you work with and control content, you can more effectively and cost-efficiently manage the flow of information across a large array of customer engagement points. Digital marketing is a major part of the digital transformation programs now underway at most financial services companies. It offers the potential to cost-effectively reach your customers with messages and content that you know will resonate. During Enterprise World, we’ll be looking at best practices in digital marketing for financial services companies and be hearing from some of the world’s leading financial brands about what they have achieved. It would be great to meet with you there.

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Effective Change Management – Next Step to Operational Excellence for Energy Companies

Change management

In my previous blog, I looked at the need to gain control of your content when creating operational excellence. In this blog I thought I’d cover the role of effective change management. Operational excellence is the main focus of the Energy track at this year’s Enterprise World where some of the world’s largest brands will be discussing industry best practice and their individual approaches. Change management at an operational level provides huge opportunity to drive cost and productivity improvements. The last few years had been tough for energy companies. Low oil prices have seen capital projects cancelled and costs cut to the bone. Wood MacKenzie believes that oil and gas companies, especially, are coming out of survival mode and are set for renewing investment in growth. However, I’d say that the focus on operational efficiency is now ingrained at most energy companies. As Wood MacKenzie points out, one reason that companies can begin to re-invest is that the focus on operations to create revenues has improved cash flow generation. Energy companies are far from out of the woods just yet. The result of years of retrenchment, according to Ernst and Young, is that over 50% of global oil and gas production comes from assets that passed the midpoint of their life cycle. We all know that the older assets get, the less reliable. We may want 100% production and 100% uptime but that is not going to happen. Things go wrong. In fact, Ernst and Young reports an 11% year-on-year decline in E&P operational efficiency between 2008 and 2012. Putting a value on operational change management Delivering a structured approach to change management at an operational level boosts efficiency and productivity by reducing the errors and accelerating workflows and collaboration across the organization and with external parties. It is only one element of operational excellence but it can be highly significant. Ernst and Young predicts that operational costs for major oil and gas suppliers increases at 2.85% per annum – which will see costs rise from just under $250 billion in 2017 to over $280 billion in 2020. The consultancy suggests that there is the potential for $25 billion savings to be made between best-in-class and average operations. In a presentation for Digital Energy Journal, Haliburton discussed the ‘power of the 1%’ – the ability to find a small improvement in operations that brings major benefits. If effective change management can achieve only a 1% improvement – using EY figures – that’s a $250 million saving. In practice, excellent change management offers far greater rewards. Implementing effective change management I define operational change management as the process of improving workflows to minimize the time, effort and cost of delivering peak asset performance. From something that was primarily paper-based, we’re moving to a completely integrated operations and maintenance environment. This means more than digitization. It requires a highly structured approach – underpinned by a central EIM platform – to the capture, management and sharing of information within the change management process. There are five key elements to delivering effective change management: Integrate your Plant Maintenance scheduling system with your critical engineering content: As work orders are issued to the maintenance engineers, links should be generated to lead the engineer to the relevant and up to date documentation required to undertake the task safely and successfully. Capture & coordinate content change: As the plant is modified during a maintenance task, you have to be able to capture all change requests and automatically associate all relevant content to that request. Any necessary revisions to documentation only occur after the changes have been approved. Automate notifications & acknowledgements: All updates to documentation have to be circulated to the people who need them. The process should be fully automated not only to ensure access at the proper time but to also facilitate an audit trail for compliance. Review & approve changes: You require a central system that allows all changes to be managed from a single package. There needs to be stringent version control so all participants know that they are working on correct – and the most up-to-date – information. Share & collaborate: As industry partnerships and cooperation grows, you require an automated and secure means to exchange documents with external parties. The shared information has to be correct and tracked – all changes have to go through exactly the same change and approval process as internal documentation. In this way companies can create a fully end-to-end change management process (see figure 1 below) that has benefits beyond improving the efficiency of operational changes. The energy industry is the midst of a major skills challenge. It’s not just assets that are aging! As people retire or move, essential skills are being lost and are not easy to replace. A digital change management approach lessens that burden on knowledgeable staff and reducing the training overhead for new staff. Figure 1. A structured end-to-end change management platform If you’d like to hear first hand how OpenText is helping the world’s largest energy companies achieve operational excellence, there’s still time to join us at this year’s Enterprise World. There are still a few place left so register today.

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eDOCS at Enterprise World 2017: see our Latest Product Release

eDocs 16.2

We’re looking forward to seeing you at Enterprise World from July 10-13 in Toronto, Canada. Why Attend? eDOCS customers come to Enterprise World for many reasons, to:  Interact with industry peers to understand common problems and solutions  Hear from well-known and respected ECM thought leaders  Return to the office with a better sense for how you’ll evolve your eDOCS system New Product Releases Certainly, one of the best reasons to attend is to learn about recent and upcoming product releases. Earlier this year, the launch of eDOCS 16.1 brought a host of functionality – from FlexFolders and Shared Workspaces to streamlined administration in the DM Management Studio. With Release 16.2 we’re pleased to add InfoCenter to our arsenal of DM interfaces. InfoCenter is a modern “tiled” UI that is highly customizable and easily tailored – providing users with more options and flexibility in how they work. We’re also adding features like “eDOCS Search+” and a RESTful API. Attend our breakout session about these recent product releases or pop by our booth in the tradeshow area to get a live demonstration. You can also read this blog to discover all about the the must-see eDocs sessions that are happening at Enterprise World this year. Click here for more details about attending. See you in Toronto!

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Gain Control of Your Content – First Step to Operational Excellence for Energy Companies

operational excellence

There are many notable anniversaries this year. It’s 50 years since the Sergeant Pepper album. JFK was born in 1917 at the same time as the Russians were having a revolution. You may not be aware of another anniversary: the Mechanicville hydro-electric plant  in New York is 120 years old this year – and it’s still going! Aging assets is just one of the challenges that energy companies face as they increase their focus on operational excellence. At this year’s Enterprise World, we’re going to be looking at best practice approaches to achieve effective operations and maintenance. It all starts by gaining control of your content. It’s a demanding business environment for many energy companies. According to US Energy Information Administration, energy consumption fell by 3.5% between its peak in 2007 and 2015. Companies who undertook expensive capital projects while oil prices were high now find that they need to wring every penny of profit out of the assets they have. The average nuclear power station in the US is 36 years old and companies are looking to extend their life for another 20 years or more. Sweating your aging assets Aging assets mean more maintenance activities on your plant or rig to ensure peak performance for the longest period of time. They mean an increasing struggle with the loss of knowledge and skills as personnel leave or retire. And, there’s paper. Lots and lots of paper. In fact, I worked on the transfer of an asset between oil companies a few years back. The documentation from the previous owners arrived at our door on 16 palettes. It took four months to deploy a production solution to manage the asset that satisfied contractual requirements. Energy companies are now well advanced with their Digital Transformation strategies but they are still to properly gain control of their content. I’d suggest that most energy firms, if they were honest, would admit to still being at the stage of trying to understand what content they have, where it is and what tools they need to effectively manage and utilize it. Today, we still have operational management systems driven by silos of information that rely on both paper-based records and the direction of staff that are knowledgeable in how the system works. Recently I helped another US oil company break down its silos of operations and engineering documentation that were costing millions of dollars in regulatory fines. Pressures surrounding regulatory compliance are growing but they still pale against a situation where an engineer arriving to undertake maintenance doesn’t know what the fault is, whether all the documentation is correct, whether they have the right part or, indeed, whether they’re in the right area of the plant! Gain control of your content The ARC Advisory Group suggests that the global process industry loses $20 billion, or 5% of annual production, due to unscheduled downtime. A major contributory factor to this is the inability to effectively use the information and documentation on all aspects of operations. You can’t implement predictive maintenance when you don’t know what’s actually happening with your assets. Rather than operational information being the impediment, it has to become the enabler. There are two key elements to gaining control of your operational content: Centralized information control  – the first step has to be to ensure that all information is held digitally. Beyond this, it has to be held centrally or easily accessible from a central system. That system must be able to enforce data integrity and security. You need to be able to deliver a ‘single version of the truth’ for every piece of content within your operations. Enterprise information access – the second step is to ensure that all documentation is up-to-date, correct and reliable. You have to be able to limit access to only the correct versions. You must be able to ensure that all changes are made in a systematic and structured way. All rights and security has to be rigorously enforced. Finally, the information has to be accessible quickly wherever and whenever it is needed. Secure mobile access becomes a core component of this. The benefits of using centralized information management to drive operational efficiency can be extremely impressive. Deloitte suggests that the US Navy’s ability to coordinate policy, design and maintenance changes within its shipyards has saved it at $2 billion. EIM: The platform for operational excellence Designed specifically for the energy sector, the Extended ECM Solution from OpenText combines an industry-leading EIM, purpose-built interfaces and workflows, and industry best practices. Figure 1. Gain control of content. The central role of Enterprise Information Management It includes all the control and management functionality an energy company needs to gain full control of its content as well as securely sharing the information across enterprise departments and with suppliers and customers. It integrates the content to the operations and maintenance work orders from systems like SAP and Maximo and with the potential to add on data analytics allows for greater insight to the content and data. All together it provides the information foundation to deliver the productivity gain and cost reduction benefits of operational excellence. In my next blog, I’ll discuss how excellent content control will help you achieve operational excellence through intelligent change management.

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OpenText Business Network at Enterprise World 2017, Focused Around YOU!

B2B

Enterprise World 2017 is the premier B2B and Secure Information Exchange event you don’t want to miss. Attend to join hundreds of your industry peers and solution experts who will explore the future of supply chain and B2B integration services. Gain practical insights, best practices and lessons learned from today’s leaders. With full dedicated Business Network tracks, including keynotes and technical sessions, Enterprise World 2017 is an event focused on YOU. My colleague Marco De Vries introduced Business Network’s participation at Enterprise World a few week’s ago. At Enterprise World you will be able to learn more about the extensive enhancements we have recently introduced to Business Network and to take a sneak peak at the new capabilities that will be on show in the expo hall area at Enterprise World, here is a short video explaining our latest enhancements. The expo hall is a great location to visit at Enterprise World as it allows you to interact with our Business Network solutions and you can speak with our team of experts who will be on hand to answer any questions you may have. Business Network will feature six demonstration pods in the expo hall area this year, and each of these pods is described below. Whether you are looking to deploy an on-premises, cloud or hybrid based B2B or secure information exchange environment, the following demonstration pods will help you explore these options: Enterprise Fax – Understand the core capabilities of our RightFax solution Secure Cloud Messaging – Explore how Fax2Mail & Notifications can benefit your business B2B Integration – Learn about some of our key B2B integration solutions such as Trading Grid Online, Active Documents, ANX and BizManager B2B Managed Services – Learn about the eight core components of B2B Managed Services and the benefits that companies can obtain by outsourcing their B2B integration to a trusted partner Business Network Analytics – Discover how analytics are leveraged across several Business Network product offerings, namely Trading Grid Analytics, Fax, Notifications and Active Documents. So if you need deep insights into what is going on across your business then this is definitely the demonstration pod to visit! Digital Supply Chain – Get an overview of our suite of Active Applications, namely Active Orders, Active Invoices with Compliance and Active Community In addition to the 26 breakout sessions that make up the Business Network track, we will also be presenting a number of short presentations in the mini theatres located in the expo hall. The exact agenda for all these sessions is still to be confirmed but the sessions will expand on some of the great content being shown in the main breakout sessions. Finally, don’t forget to join the OpenText crew in our Innovation Lab, where visitors have the opportunity to evaluate innovative new designs and collaborate with OpenText user experience designers and researchers. This year, Business Network will be showcasing: Trading Grid Online and Active Community redesign Intelligent Web Forms redesign with new user interface and enhanced user experience for web forms access RightFax, Fax2Mail and Notifications analytics Trading Partner graph for a visual representation of your community, who trades with whom, using what protocols, and what document types Our event this year will be held in Toronto, Canada, and if you are interested in learning more about how Business Network can support your B2B integration needs today and in the future then I would suggest taking a look at our registration page which can be accessed below. I hope to see you in Toronto in July!

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Want to Know What Your Peers are up to? – Join the Customer Conversations at Enterprise World

Enterprise World

Attending conferences like OpenText™ Enterprise World provide some of the best opportunities for you, and your company, to take your game to the next level. While we can do lots of research online and keep up with our peers via social media, there’s nothing like being in a room of like-minded people. People who are willing to take time away from the office to learn something new. People who are happy to disconnect from being online and network in person. Attending conferences can provide unique opportunities that you won’t find anywhere else. At Enterprise World you’ll be able to network with people who know what’s going on in your particular space, not just OpenText staff – although there will be plenty of opportunity to meet with our experts – but other customers who know things you need to know, and can answer your questions too. Whether you attend some of our forty Customer Experience Management focused breakout sessions, or sit in on a Theater presentation, catch a product demo on the Expo floor, or just start a conversation over a cup of coffee you’ll discover that you are not alone in wanting to improve your skills and bring back something of value to your organization. Talking and listening is a great way to get ideas and feedback from others who may be facing the same business and technical challenges that you are. To help with this we are lining up a great roster of customer speakers who want to share their stories, in sessions, panels, and socially. In fact, we will be kicking off the whole CEM track with a track-keynote from a customer. What a better way to start than with a real-life example of how implementing a CEM strategy and solution can bring you and your company real benefits? As with all good conferences, Enterprise World will have many opportunities for attendees to mix and mingle, form new relationships, and strengthen existing ones. Over coffee, lunch, or cocktails, you may make a connection with the just the right person to help answer some of your questions. At a breakout session you may find yourself sitting next to someone who can provide advice or suggest new approaches. Customer presentations may spark new ideas or open up solutions that you hadn’t even thought of yet. Personally, I always return from a conference with new ideas and approaches that make me more effective. Enterprise World will provide a unique convergence of networking, learning, and fun into a single package; and like all good conferences force you to grow and challenge yourself. If this all sounds like a great reason to spend July 10th to the 13th in Toronto, then make sure to register and we’ll see you there.

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Getting Hands On With Release 16 and OpenText Professional Services

Professional Services

Over the last year OpenText™ Release 16 solutions have been implemented by customers around the globe. With the acquisition of complementary document and customer experience products in the last 12 months, OpenText now has the most complete, integrated digital information platform in the market. As your organization focuses on an EIM strategy, OpenText Professional Services can provide the “how to” guidance and hands-on expertise needed to plan, integrate and execute effectively with our solutions. Our Professional Services teams have amassed a wealth of experience and best practices working with our customers on planning, designing and building end-to-end solutions that support and optimize key business processes. There is no better place to gain practical assistance and guidance than Enterprise World 2017 in Toronto, Canada July 8-13. This is the largest event ever for our services experts to be there to help you with your EIM strategy, Release 16.x upgrades, consolidating and integrating legacy systems, migrating to the cloud and realizing EIM benefits of all types. Here are some highlights from the many “how to” opportunities available at the event: Learning Services Training Over 35  training courses and workshops will be offered in Toronto. Make the most of your Enterprise World experience by joining these different interactive and informative sessions that will be presented by OpenText experts on July 8-10. Some sessions focused on how to make the most of Release 16 include: OpenText EIM Adoption Strategy Workshop: 2 day course (U-TR-6-5009) Upgrading to Content Server v16: 1 Day Course (U-TR-3-0137) Process Modeling for Process Platform v16: 3-day Course (U-TR-4-4913) Content Server Installation and Configuration v16: 2 Day Course (U-TR-3-0187) Engineering Document Management Suite: 2 Day Course (U-TR-2-0235) Implementing OpenText Media Management v16: 3 day course (U-TR-3-0805a) Documentum Technical Fundamentals : 3 day course (U-TR-3-8010a) Meet with our Professional Services Experts in the Expo hall There will be a significant area focused on Services in the Expo hall this year. Join us at the theatre to learn how to: Upgrade to Release 16.x Migrate to the OpenText™ Cloud Reduce TCO with Optimize service programs Realize EIM strategic goals with Release 16 Practical applications for OpenText™ Content Server Learn how GDPR will impact your business Bring your questions to the Professional Services Expo Theater and our Services experts will be happy to share insight and options for you. Professional Services led Breakout Sessions Optimize your investment with OpenText Services Programs (EIM-100) How to Measure and Enhance User Adoption (EIM-200) GDPR for Compliance & Business Advantage – 10 Things You Can Do Now (EIM-300) OpenText Cloud Breakout Sessions OpenText Cloud – Strategy, Offerings and Meet the Experts (CLD-200) Reduce your TCO by up to 40% by Moving Your Application to the OpenText Cloud (CLD-100) Hear from the Experts on the How, Why, What, Where & When of Moving to the Cloud (ECM-210) Breakout Sessions: EIM Strategy and Total Cost of Ownership Fueling Digital Transformation with Secure Information Exchange & Omni-Channel Messaging (BNN-203) Creating Intelligent Analytic Bots for Slack Using OpenText Analytics (ANA-203) Business Performance Management Analytics (ANA-100) Enterprise World 2017 offers the best chance to learn about the advantages or EIM, the benefits of Release 16 and to gain insights and concrete “how to” advice from our Services experts. Register for the event, the courses, the breakouts and the meetings. We look forward to seeing you there! For more information visit our Enterprise World 2017 site.

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5 Active Applications Sessions at Enterprise World

Enterprise World

If you are an OpenText™ Business Network customer (or if you are considering becoming one), we would like to invite you to OpenText™ Enterprise World 2017. We know that it can be tough to take time out of your busy schedule to attend an event, so we are working hard to ensure Enterprise World is relevant to you, your business, and the OpenText solutions you use. Previous blog posts about Business Network at Enterprise World include a summary of why you should attend and a post about the future of the digital supply chain. If you outsource your B2B integration to OpenText™ B2B Managed Services you may not be aware of some of the cloud-based supply chain automation applications we offer. These application provide additional integration and automation capabilities. Sessions at Enterprise World will describe these “Active Applications,” the problems they are designed to solve, and how they can positively impact your business. Here are 5 Active Applications sessions at Enterprise World that you should find valuable: Buying organizations need visibility into frequency of order errors or late deliveries by suppliers. See how these metrics provide the information to help identify potential problems in the supply chain and make adjustments. This session demonstrates supplier performance metric that enable manufacturers to manage under-performing trading partners—ultimately mitigating risk to business performance—and help determine the most strategic trading partners to do more business with. Your B2B integration program’s ROI is determined by the percentage of trading partner you integrate with. So how do you maximize trading partner participation and ROI? We’ll show you how OpenText can help you get your trading partners onboarded – through tools for community management (with new self-service features!), direct connect and EDI VAN enablement, and a web portal for non-digital trading partners plus onboarding services that free your staff for more strategic efforts. Your trading partners want to exchange invoices electronically so they can automate and reduce costs of invoice processing – and so do you. But e-invoicing has a varied set of formats, government requirements and integration challenges. OpenText B2B Managed Services and Active Invoices with Compliance work together for sending, receiving and storing e-invoices that comply with government tax laws and recent business to government (B2G) e-invoicing mandates. This session will discuss what you need to do to comply with ever changing e-invoicing regulations, including upcoming mandates for B2G invoicing in EU countries and the differences between compliance models in Europe and Latin America.  Don’t be shut out of these markets.  Attend this session and learn how to comply. Vendor Compliance is More Than a Manual – see how retailers are capturing vendor compliance violations and increasing accuracy to better offset expenses from shipping errors. Along the way they are also improving relationships with their vendors through clarity and visibility! We’ll show you how the OpenText deduction management solution works and how one customer used it to increase compliance while improving the relationship with their vendors. Active Catalogue & Your Data Synchronization Strategy – this session will explore the benefits of implementing and executing a data synchronization and product catalogue strategy, specifically with OpenText Active Catalogue.  Learn customer best practices, challenges and successes in deploying the Catalogue solution. Also attend to learn the  future direction of Active Catalogue. These Active Applications sessions at Enterprise World are only 5 of many sessions for Business Network customers. Plus, in addition to breakout sessions there are many other activities that you can participate in, such as industry breakouts, live product and solution overviews in our expo hall and a chance to test drive new product enhancements in our developer lab. This year Enterprise World is in Toronto, Canada, and if you are interested in learning more about how Business Network can support your B2B integration needs today and in the future visit our registration page. I hope to see you in Toronto in July.

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App Development for Structured Data at Enterprise World 2017

mobile workforce app development

The OpenText™ Gupta team is looking forward to seeing you at Enterprise World from July 10-13 in Toronto, Canada. You can learn all about high value software development for mobile workforce apps by visiting us at our pod in the exhibition area of Enterprise World 2017.  Here’s a few reasons why it’s worthwhile coming to meet with the Gupta team at Enterprise World this year: Learn how to empower your mobile workforce with digital processes See live demos on how to build mobile workforce apps for structured data Meet expert Sales and Technical staff and get answers to your technical and commercial questions regarding software development of mobile workforce apps Learn how your organisation can benefit from high value software development for mobile workforce apps Learn what the future holds for OpenText™ Gupta TD Mobile Read this blog to discover more about Gupta TD Mobile and how you can empower your mobile workforce. You can also request a free trial here. Click here for more details about attending Enterprise World 2017. See you in Toronto! OpenText Gupta TD Mobile Quick Overview Developing native mobile workforce apps requires developers for iOS™ and Android™ to have specialized and often expensive skills. Gupta TD Mobile offers one integrated IDE that uses high level-coding and data-access-configuration to quickly build native mobile workforce apps that work on all mobile devices, regardless of screen size, language, and mobile operating system at a fraction of the cost of native development. For organizations building cross-platform mobile workforce apps for mobile data acquisition, Gupta TD Mobile addresses the challenges of native development by simplifying, automating and accelerating mobile enterprise app development – greatly reducing the cost of mobile enterprise app development. Gupta TD Mobile offers no-coding, configuration-only database access to all databases, and easy access to Web Services and REST services to be able to feed data into all backend data systems with ease. Request a free trial of OpenText Gupta TD Mobile here.

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AI-Enhanced Search Goes Further Still With Decisiv 8.0

Decisiv

OpenText™ Decisiv extends enterprise search with the power of unsupervised machine learning, a species of AI. I recently blogged about how Decisiv’s machine learning takes search further, helping users find what they’re looking for, even when they’re not sure what that is.   Now, Decisiv 8.0—part of OpenText™ Release 16 and EP2—takes the reach and depth of AI-enhanced search even further. Take Search to More Places In addition to being embedded in both internal and external SharePoint portals, Decisiv has long been integrated with OpenText eDOCS, enabling law firms to combine AI-enhanced search with sophisticated document management. Decisiv also connects to OpenText™ Content Suite, Documentum, and a wide range of other sources to crawl data for federated search. Decisiv 8.0 expands these integrations with the introduction of a new REST API. With this release, administrators can efficiently embed Decisiv’s powerful search capabilities into an even broader range of applications, such as conflicts systems, project management, CRM, and mobile-optimized search interfaces. Take Search Deeper Other enhancements in Decisiv 8.0 include a new Relevancy Analysis display, which shows researchers precisely why their search results received the rankings they did and even lets them compare the predicted relevance of selected documents. This enhancement helps researchers to prioritize their research more effectively and administrators to understand how the engine is functioning and being leveraged across the enterprise. New Open Smart Filter display options also help researchers benefit from using metadata filters to zero in on useful content. By opting to automatically show the top values in each filter category (left side of the screen below), administrators can educate researchers on how to use filters for faster access to the content they need, without training or explanation. Decisiv Goes Beyond Legal Decisiv’s premier law firm customer base leaves some with the impression that Decisiv is just for legal teams. In fact, Decisiv’s machine learning isn’t limited to any specific industry or use case. That’s because it analyzes unstructured content on a statistical basis, rather than taxonomical. (Surprisingly, sometimes lawyers do lead the way on versatile technology.) …and Decisiv Goes to Toronto Learn more about Decisiv Search and our other award-winning Discovery Suite products at Enterprise World this July. You’ll hear from top corporate, law firm, and government customers how their enterprises are leveraging OpenText’s machine learning to discover what matters in their data.

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Bring Content Into Context of the EcoSystem with EP2 (SAP, Sharepoint, SuccessFactors, Salesforce, Oracle) and More

EcoSystem

Many of the OpenText EcoSystem products (quick reminder – EcoSystem products are solutions for SAP, Microsoft, Salesforce and Oracle) are part of the EP2 release, building on the foundation laid down last year with Release 16 and adding features requested by you, our customers to improve productivity and speed to implement. xECM Platform: the xECM family of products has grown from xECM for SAP, Oracle EBS and Microsoft Sharepoint this year with new products xECM for Process Suite and xECM for Engineering Documents all based on the platform foundation. You can find more details about these xECM versions, as well as the rest of the Enterprise Applications in the Content Suite EP2 launch blog here, but wait – don’t go just yet, there’s lot’s more to read here too! xECM the platform EP2 has new features to improve Workspace Creation from the lead application, better browsing and View integration as well as Batch Creation. Also, and probably most importantly, Completeness Check. This much requested feature from our customers ensures that a workspace is fully populated, be it a HR workspace for SuccessFactors, or an opportunity workspace for Salesforce. Of course, all of the features in the Core platform are available within the various version of xECM as well. xECM for SAP EP2 continues its market leading, Pinnacle Award winning (10 years in a row) integrations into SAP applications with support for SAP Hybris Cloud for Customer, offering full support for EIM into the Account, Lead and Opportunity workspaces integrated into the C4C UI. To support organisations moving to S/4 HANA Cloud, xECM now extends the CMIS interface to support the SAP CMIS profile. Finally, enhancements have been made to the Business content windows and to the way metadata properties are assigned – improving the implementation times and reducing the need for custom development. xECM for SuccessFactors EP2 adds some very impressive new capabilities including support for HCM on premise. This is critical for customers who have HCM and are migrating to SAP SuccessFactors as you can now view employee data from two systems connected to a single Employee File. Other features include document completeness validation – ensuring all documents are present when a workspace is created and finally, Duration management capabilities to schedule automatic HR document follow ups to aid in HR compliance (e.g. automatic reviews, escalations and expiry dates). These are just the top 3 features in xECM for SuccessFactors however there are many more. xECM for Salesforce EP2 is all about support for Lightning. With EP2 OpenText upgrades the widget integration to Lightning, Salesforce latest experience platform. Following Lightning design principles the integration of the OpenText widget can be flexibly configured to deliver modern enterprise apps. Building on the Lightning design also allows xECM For Salesforce Ep2 to be fully mobile xECM for SharePoint EP2 adds new capabilities to support search, browse and favourite Business Workspaces from within Outlook, making it seamless to add emails to a workspace both from the desktop and web interfaces. Also in EP2 is support for Office Groups integration allowing users to view group calendars, tasks conversations and notes into the Business Workspace and finally a new Search Widget allows Office 365 users to search natively for content in the xECM repository. xECM for Oracle EP2 receives a new coat of paint and now supports the new Smart UI as well as the classic UI, fully integrated into the Oracle EBS (12.1 and 12.2) UI as well as the platform capabilities outlined above. It’s not just xECM – EcoSystem products that offer specialised capabilities are also covered with EP2: Microsoft Application Governance and Archiving EP2 (AGA) is given the same capabilities as xECM for Sharepoint to support search, browse and favourite Business Workspaces from within Outlook, making it seamless to add emails to a workspace both from the desktop and web interfaces. Outlook is where collaboration happens, but it must not become a silo and the new EP2 capabilities helps solve that problem. As well as Outlook integration, AGA also includes the same Search capability to allow users to search inside the archive for content from Sharepoint. There are also some additional enhancements to simplify common tasks and configuration when archiving content from Sharepoint to the Archive Document Access and Archiving and Archive Center for SAP Solutions, Cloud Edition EP2 has enhanced support for the SAP Fiori UI with the new Business Object Browser, ensuring that all content is properly presented in context. In addition they contain more flexible layout in the SAP Business content window. Document Access has a new asynchronous report for record declaration to enable full text search of existing content. Recently licensed features of Archive Center Cloud Edition are CMIS interfaces and file share archiving and additional enhancements to the Archive Center application SAP DAM EP2 (just to remind you this is the number 1 rated DAM solution on the market, and the only solution preferred by SAP Hybris – in-case you forgot) has an all new Workflow engine to reduce the time and complexity in setting up the platform with a more lightweight workflow engine. In addition to a host of new UI features, SAP DAM is further integrated into the new Customer Experience capabilities of Hybris 6.x releases, and SAP DAM 16 EP2 exposes new widgets to ease integration into Hybris smart edit. We also gain advantage of the improvements made to the OTMM platform, on which SAP DAM is based and extended (you can read about some of these here) Document Presentment does have an EP2 release, however there are so many new capabilities within this product, it deserves a blog in it’s own right – to follow shortly Employee File Management EP2 received some minor updates and fixes. For customers who are wondering where the EP2 launch is for VIM and Business Center – don’t worry, we’ve got you covered in the EP3 launch later in the year. EP2 for the EcoSystem continues to expand on the foundation of Release 16, making xECM the platform even more the future of ECM, by bringing Content into Context, as well as making the other applications in our Portfolio even more mission critical. And keep reading our EcoSystem blogs for details on upcoming events including a South African Customer Day, Digiruption, SAP Sapphire and Enterprise World 2017.

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5 Ways Content Suite 16 EP2 Drives ECM Success

Content Suite

Today, OpenText released Enhancement Pack 2 (EP2) for OpenText™ Content Suite. These enhancements build on the revolutionary functionality introduced in last year’s launch of Content Suite 16. We’ve received overwhelmingly positive feedback from customers who have been quick to adopt Content Suite 16 for its intuitive Smart UI, Connected Workspaces for repeatable collaboration, and deep integrations to leading business applications. This valuable feedback, along with validation from industry analysts such as Forrester, continues to reinforce that OpenText is on the right path in rethinking ECM. Enterprise content management is moving away from its traditional implementation as a monolithic, one-size-fits-all application toward providing a set of content services that can be used to build lightweight, discrete applications and embed ECM functionality into the applications that drive business. Let’s take a look at 5 key areas where Content Suite 16 EP2 embraces this evolving vision of ECM: 1. Transforming the user experience and improving personal productivity by providing: An expanded set of collaboration tools, including a redesigned wiki that provides users with creative ways to author and collaborate A new Content Server Mobile application with its own Smart UI-based user experience A growing set of features optimized for ease of use are now available in the Smart UI including Records Management, Physical Objects, and Brava! 2. Strengthening integration with the productivity suites users work in every day: Office 365 Groups can now be integrated with Business Workspaces — users can view and access shared calendar items, notebooks, and conversations from an associated Office 365 Group directly in a Business Workspace in Content Suite Users can now open, edit and co-author Microsoft Word, Excel, and PowerPoint documents using Office Online directly from Content Suite Connected Workspaces are supercharged with a new Outlook Add-in to browse Business Workspaces and store content in Content Suite Watch a demo of OpenText Content Suite EP2 3. Enhancing information flows and automating business processes by: Making it easy for users to start and participate in workflows from the Smart UI Providing more tools to tailor the Smart UI to business processes with the new Visual Data Widget — making it a snap for users to get to the info they need to make informed business decisions — and the new Carousel Widget, which presents the user with several “slides” of dynamic content in a single tile Offering a deeper level of customization with the new Content Server Smart UI SDK, which allows developers and administrators to quickly and easily tailor the new UI Strengthening the integration of ECM with lead applications via the OpenText Ecosystem products. Read this blog  to learn more about what’s new in xECM for SAP EP2, xECM for SuccessFactors EP2, xECM for Salesforce EP, xECM for SharePoint EP2, xECM for Oracle EP2 and more 4. Improving control and governance with: Automated, case-based Records Management through Connected Workspaces to apply retention to entire workspaces New ways to intuitively use metadata, including the ability to add Source File Data from content automatically and make highly sensitive information more easily identifiable by exposing Security Level, Supplemental Marking, and other security metadata directly in an actively viewed document 5. Simplifying deployment, configuration, and maintenance on-premise or in the cloud: Administration capabilities are now split between System Administration and Business Administration, a model that helps distribute workload and reduce bottlenecks, providing business groups with the flexibility to configure applications to meet their specific needs without engaging IT System Center, an all-in-one application designed to provide a unified approach to managing OpenText products, has been enhanced to simplify access to product information, deployment, and patching management and has been optimized to run Cloud Services There’s no better time to upgrade than now! OpenText provides a full range of services to help your organization successfully take advantage of EP2. Speak with an Upgrade Expert from the OpenText Professional Services team about a free, 1-2 day upgrade assessment. Or visit Upgrade Central for resources to get you started (customer login required). No matter which path you choose, you can count on OpenText to help with your upgrade and deployment process. Get the Whole Picture at Enterprise World 2017  These are just a few of the highlights of Content Suite 16.2. We invite you to join us at Enterprise World 2017 to experience more. Every Enterprise World offers unique learning opportunities you can’t get anywhere else, including the opportunity to share knowledge with other OpenText customers just like you. This year, we’re all looking forward to a number of engaging customer sessions including one with Black Sea Trade and Development Bank (BSTDB) who will share how their upgrade to Content Suite 16 is driving adoption, applying consistent metadata across disparate information repositories, automating processes, and generating better insight through integrated reporting and monitoring tools. In addition, our Professional Services team and Product Managers will be hosting a variety of sessions highlighting new features and detailing upgrading best practices. And the always-popular Expo returns with hands-on demos and opportunities to get one-on-one answers to your questions. Don’t miss it!

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