In 2025, Agentic AI has entered the vocabulary of nearly every CIO around the world. Many companies are still in the exploratory stages of Agentic AI, which means there’s no better time than now to embrace this next evolution of AI.
CIOs have been inundated with a mix of different technologies over the past decade. For example, in 2018, blockchain looked promising for the industry—but struggled to get off the ground as originally intended due to its complexity. Agentic AI and Gen AI are different propositions, but promise to add true value to a business operations.
The main reason for the success of Gen AI to date is that anyone can use the technology, both at work and at home. We’re all welcome to use it on our own PCs or mobile devices, enabling us to discover new insights.
This ‘consumerization’ of Gen AI has been key to why it has spread so quickly around the world, inside companies of every size. But what happens when you combine process automation with AI capabilities? For supply chain and integration leaders, it means gaining intelligent EDI agents that proactively resolve issues, adapt to shifting demands, and free up their teams to focus on higher-value work—not manual troubleshooting.
Let’s dive into what agentic EDI is, and how it will transform supply chain orchestration.
What are EDI agents?
Electronic Data Interchange (EDI) transactions have been exchanged across global supply chains for decades, but only now can we start to explore opportunities to really ignite the potential of using the data within an EDI transaction to drive insights and optimize supply chain processes like never before.
Many new technologies have been introduced over the past 50 years since the very first EDI transaction was exchanged, and the technology has evolved with each new piece of technology that entered the market. Agentic EDI represents the next evolution of technology that will fundamentally change the EDI landscape.
In the ever-evolving world of supply chain and procurement, the pressure to move faster, smarter, and more efficiently has never been greater. Traditional EDI systems—while foundational—are increasingly seen as rigid, rule-based, and reactive.
Enter agentic EDI: a transformative fusion of Agentic AIand EDI that promises to revolutionize how organizations manage data, decisions, and disruptions.
Agentic EDI refers to the integration of autonomous AI agents into EDI systems, enabling them to not only exchange structured data but also interpret, act on, and optimize that data in real time. Unlike traditional EDI, which simply transmits purchase orders, invoices, and shipping notices between systems, agentic EDI systems will:
Make decisions based on contextual data
Adapt workflows dynamically
Collaborate with other agents or humans
Learn from outcomes to improve over time
This shift mirrors the broader trend of Agentic AI—AI systems that operate with a degree of autonomy, capable of initiating actions, making decisions, and collaborating across complex enterprise environments.
With EDI agents we have an opportunity to unlock the potential of the data that resides inside an EDI transaction. Here at OpenText we help companies exchange more than 31 billion transactions per year, if you consider that each transaction has 80 data fields, on average, that represents 2.5 trillion pieces of data.
Why agentic EDI matters to supply chain and procurement leaders
For executives, agentic EDI represents a leap from automation to autonomy. It’s not just about reducing manual effort—it’s about enabling resilient, intelligent, and proactive operations. In a world where supply chain disruptions, compliance risks, and cost pressures are constant, EDI agents offer a strategic edge.
This technology aligns with broader digital transformation goals, helping organizations move from siloed, reactive systems to connected, intelligent ecosystems. This evolution is critical for staying competitive in a global market where agility and foresight are paramount.
Five high-impact use cases of agentic EDI
1. Autonomous supplier onboarding and compliance
Traditional supplier onboarding is slow, manual, and error prone. Agentic EDI systems will autonomously:
Validate supplier credentials against third-party databases
Check compliance with ESG, regulatory, and contractual standards
Initiate onboarding workflows and flag anomalies
This potentially reduces onboarding time from weeks to hours and ensures compliance from day one. It also improves supplier experience and accelerates time-to-value.
2. Dynamic purchase order optimization
In conventional EDI, purchase orders are static documents. With agentic EDI, AI agents will:
Analyse real-time inventory, demand forecasts, and supplier performance
Adjust quantities, delivery windows, or even suppliers dynamically
Negotiate terms autonomously within predefined guardrails
This ensures optimal procurement decisions even in volatile markets. It also reduces stockouts, excess inventory, and procurement costs.
Internal KPIs (e.g., late deliveries, quality issues)
When a risk is detected, the system can autonomously reroute orders, notify stakeholders, or trigger contingency plans—minimizing disruption without human intervention. This capability is vital for building resilient supply chains.
4. Intelligent invoice reconciliation and fraud detection
Invoice matching is a classic EDI function, but agentic EDI will take it further:
AI agents can detect anomalies in pricing, quantities, or payment terms
Cross-reference invoices with contracts, POs, and delivery receipts
Flag or resolve discrepancies autonomously
This not only reduces fraud and errors but also accelerates payment cycles and improves supplier relationships. It also supports touchless invoicing, freeing up finance teams for strategic work.
5. Collaborative demand planning and forecasting
Agentic EDI systems will integrate with demand planning tools and external data sources (e.g., market trends, social signals) to:
Predict demand shifts
Collaborate with suppliers to adjust production schedules
Automatically update procurement plans and inventory targets
This creates a more agile, responsive supply chain that can pivot in real time. It also supports just-in-time and just-in-case inventory strategies.
Additional use cases for EDI agents
As agentic EDI matures, new applications will emerge:
Sustainability Tracking: Agents will monitor carbon emissions, ethical sourcing, and ESG compliance across the supply chain.
Contract Lifecycle Management: AI will track contract terms, trigger renewals, and ensure compliance.
Returns and Reverse Logistics: Agents will automate return authorizations, restocking, and credit issuance.
Supplier Collaboration Portals: AI agents will act as digital assistants for suppliers, answering queries and guiding processes.
Multi-Tier Visibility: Agentic EDI will extend beyond Tier 1 suppliers to monitor Tier 2 and Tier 3 risks and performance.
Implementation considerations for agentic EDI
While the potential is vast, implementing agentic EDI requires careful planning:
Data Quality: AI agents are only as good as the data they consume. Clean, structured, and real-time data is essential.
Change Management: Teams should be trained to work alongside autonomous systems and trust their outputs.
Governance: Guardrails must be in place to ensure AI agents operate within ethical, legal, and strategic boundaries.
Integration: Agentic EDI must seamlessly connect with ERP, TMS, WMS, and supplier systems.
Security and Compliance: As agents access sensitive data, robust cybersecurity and compliance frameworks are critical.
The strategic payoff of agentic EDI
For supply chain and procurement executives, agentic EDI is more than a technology upgrade—it is a strategic enabler. It allows organizations to:
Improve decision accuracy through real-time insights
Enhance resilience by proactively managing risks
Free up talent to focus on strategic initiatives
Improve supplier collaboration and satisfaction
Those who embrace this shift early will not only streamline operations but also gain a competitive edge in an increasingly complex global landscape.
EDI agents are the natural evolution of supply chain automation—moving from static data exchange to intelligent, autonomous orchestration. For procurement and supply chain leaders, it offers a powerful way to drive efficiency, agility, and strategic value in a world where speed and intelligence are the new currency.
The journey to agentic EDI is not without challenges, but the rewards are substantial. Organizations that explore the potential of these technologies now will be better positioned to navigate uncertainty, capitalize on opportunities, and lead in the next era of digital supply chains.
Migrating from older generation ERP systems to SAP S/4HANA offers great potential to improve operational performance and transform business processes. However, this major program doesn’t happen in isolation. A smooth transition requires careful attention to SAP S/4HANA integration, especially SAP EDI Integration with external trading partner systems.
5 questions to answer before migrating to SAP S/4HANA
As companies plan for their S/4HANA migration, addressing key SAP HANA integration challenges early on will help mitigate risks, prevent delays, and ensure long-term success. Read on to learn five key questions every enterprise should answer before embarking on their SAP S/4HANA journey.
1. How are we minimizing risk and disruption?
The average cost for a company to migrate to SAP S/4HANA varies widely depending on organizational size, complexity, and specific requirements. Generally, SAP S/4HANA migration costs range from $250,000 for smaller implementations to hundreds of millions of dollars for large enterprises.
The high costs raise the stakes around managing risks related to the budget, but this is only a part of the story. Since ERP systems play a central role in supporting day-to-day business operations, ensuring minimal disruption during the transition is a key priority for organizations.
In fact, despite the looming 2027 support deadline for SAP ECC, nearly half of SAP ECC customers are still considering staying with legacy ERP beyond that date, citing concerns about complexity, cost, and risk. SAP itself emphasizes that a carefully planned migration approach is essential to ensure business continuity and minimize operational risk.
Integrations with other systems play a central role in managing the migration risks. Unfortunately, in the broad realm that is SAP S/4HANA integration, there is one area that tends to get overlooked. Too many organizations treat SAP EDI integration as an afterthought and set themselves up for encountering delays, unplanned costs, and other issues during implementation.
2. Do we know all our integration requirements?
SAP S/4HANA integration projects demand precise understanding of how data flows between systems. With internal systems this is usually a lesser issue since they are managed by the organization itself. However, external partner systems tend to cause a lot more headaches since partners can have very diverse requirements.
Making matters worse, existing SAP EDI integrations that hold the key to figuring out these requirements have usually been built over years—or even decades—project by project and without comprehensive documentation.
Because of this, mapping out the specific requirements can be challenging, and many companies resort to a “brute force” approach with their systems integrator manually reviewing individual EDI documents. Alternatively, vendors specializing in EDI can help capture the partner data requirements faster and more efficiently.
Without clear visibility into current-state integrations and the specific trading partner data requirements, organizations risk missing key details that will create complications in the later stages of the migration. A comprehensive review early on ensures accurate data modeling and avoids costly rework.
3. How much can we trust the data coming from external partners?
A survey by IDG found that 44% of the data feeding corporate ERP systems comes from external sources. Business operations, therefore, are highly reliant on the quality of the data exchanged with trading partners. According to another IDG survey, only about two thirds of respondents considered external partner data to be accurate.
With such a high expectation of errors within partner data, it’s important to address this at a very early stage. What’s best is to incorporate SAP HANA data integration and B2B data quality management considerations into your business process design when defining your SAP S/4 migration project.
4. Do we have the tools and skills we need for SAP EDI integration?
Problems are often related to using legacy integration tools. In the case of B2B data exchange, generic integration platforms are not designed for managing the complexities and diversity of connecting with external systems and managing partner engagement. However, even with modern, fit-for-purpose tooling, lack of specialist EDI expertise can lead to poor design choices and slow integration support and change management.
To tackle these issues, organizations need a modern integration solution that supports both traditional B2B/EDI integration and API integration use cases and ideally streamlines SAP HANA cloud integration with system-specific tooling. Beyond technology, having skilled integration specialists involved is equally important to execute a successful migration strategy.
5. Are we truly ready for SAP S/4HANA integration?
Today, most organizations begin their SAP S/4HANA integration journey without clearly defined B2B or SAP HANA data integration requirements. Identifying the requirements in the beginning of the S/4HANA migration project minimizes the risk of encountering surprises and delays during implementation and can even accelerate system blueprinting by speeding up data model definition. Modern integration technology, in turn, allows for optimal solution design by leveraging the most suitable integration patterns for each use case from real-time API integrations to efficient message-based transaction flows.
Having both a clear understanding of the current integration needs and the solution design options enabled by modern integration technology is an essential component of readiness to embark on the journey to S/4HANA.
Get Started: Ensure a Seamless Transition to SAP S/4HANA
Migrating to SAP S/4HANA is a complex undertaking, but with the right integration strategy, it’s also a powerful opportunity to modernize and future-proof your operations. Asking the right questions before you begin will allow you to identify integration challenges early. This means you’ll reduce risk, streamline trading partner connectivity, and accelerate time to value. OpenText provides the modern integration tools, expertise, and data readiness insights needed to make SAP EDI integration seamless and scalable.
Explore how OpenText can simplify your S/4HANA migration here.
This year’s CISO Bootcamp at RSAC 2025 was a powerful reminder that while technology continues to evolve, the heart of cybersecurity remains the same: people and risk management. The role of the CISO (Chief Information Security Officer) is more complex than ever — balancing business alignment, technical oversight, and team leadership in a world of constant change.
Here are the key takeaways that every security leader should reflect on — and how partnering with the right MSSP (Managed Security Service Provider), like OpenText™, can help you stay ahead.
1. The CISO role is about risk, not just technology
The modern CISO is first and foremost a risk manager. The bootcamp emphasized that understanding and articulating risk is more important than knowing every tool in the stack.
If a risk isn’t communicated, it doesn’t exist
Transparency is essential. CISOs must ensure that risks are documented, communicated, and addressed. This is where a strong MSSP can be a game-changer. OpenText’s Risk & Compliance Advisory Services help CISOs identify, assess, and communicate risk in a way that aligns with business priorities.
Many organizations are burdened by complex, overlapping security tools. The advice from RSAC was clear: simplify. Focus on outcomes, not tool count.
Whether you’re building from scratch or modernizing, OpenText’s end-to-end Cybersecurity solutions — overseen by our Managed Security Services — can help you streamline operations, reduce noise, and focus on what matters most: protecting your business.
3. Build a team that has your back
Leadership is about people. The best CISOs build teams that are diverse, resilient, and aligned. Some of the most practical advice from the bootcamp included:
Spend time with your team — take 15 minutes per person regularly.
Foster a no-ego, no-jerk culture — because culture is everything.
Diversity means bringing in people from both inside and outside cyber.
Support your team like family. Recognition should flow to them, not to you.
If your team can meet without you and still move toward the North Star, you’re doing it right
4. Communicate like a business leader
CISOs must be exceptional communicators. That means translating technical risk into business language and aligning with corporate executive priorities.
Yes, we can—but here’s what it takes
This mindset positions the information security team as a business enabler. And when you need to benchmark or prioritize, OpenText’s Risk and Compliance Advisory — including our Security Assessment — can provide the insights and peer comparisons you need to make informed decisions.
5. Cybersecurity in 2025: Still a people problem
Despite the rise of AI and automation, the consensus at RSAC was clear: cybersecurity is still about people. You need a lean, skilled, and trusted team.
Experience is the sum of your failures
That’s why it’s critical to invest in people, not just tools. OpenText’s Managed Extended Detection and Response (MxDR) is designed to augment your internal team, not replace it — giving you access to top-tier talent and 24/7 coverage without the overhead.
6. Justify your headcount with trust and data
Budget constraints are real. To justify your team size, you need:
Benchmarking – Compare your team structure to industry standards.
Peer consultation – Talk to other CISOs about how they build out their team and model their security strategies.
But most importantly, you need trust. Build credibility with your CEO and your Board by showing that your team is aligned with business goals and delivering measurable value. OpenText can help you map your program to industry benchmarks and provide the data you need to make your case.
7. Today’s threat landscape: Beyond technology
Cybersecurity is no longer just about firewalls and endpoints. Today’s threats are shaped by:
Geopolitical tensions
Third-party risks
Regulatory pressure
Human behavior
Attackers in 2025 are targeting your communications, your information, your infrastructure, and are placing backdoors. It’s not a matter of if an incident will happen — it’s when. That’s why OpenText’s Digital Forensics and Incident Response (DFIR) services are so critical.
8. Define the North Star, not the roadmap
As a CISO, your job is to define the vision, not micromanage the execution. The roadmap will change. Threats will evolve. But your North Star — your guiding principles — should remain constant.
Let your team own the roadmap. Empower them to adapt, innovate, and lead. Your role is to remove obstacles, build culture, and keep everyone aligned.
9. Practice, practice, practice
Whether it’s tabletop exercises, red team drills, or communication rehearsals, practice is everything. The more you train, the more confident your team will be when the real thing happens.
OpenText’s Incident Response Simulation drills your team and the entire organization to gain awareness, confidence, and readiness for the inevitable incident.
10. Final thought: who has your back?
The CISO role is demanding, high-stakes, and often lonely. That’s why it’s essential to surround yourself with people—and partners—who support you.
Pick a leadership team that has your back
For many organizations, that includes a trusted MSSP. OpenText Managed Security Services offer a full spectrum of cybersecurity services—from strategic advisory to 24/7 threat detection and response. Whether you’re building a program from scratch or looking to mature your existing capabilities, OpenText has software solutions for SMB and Enterprise as well as the expertise, scale, and commitment to help you succeed.
The modern CISO must be a risk manager, a business enabler, a people leader, a clear communicator, and a visionary. Technology is important—but it’s the last piece of the puzzle. The real work is aligning security with business goals, building strong teams, and leading with empathy and clarity. If you’re a CISO in 2025, remember: It’s still about people. And the right partner makes all the difference.
Explore OpenText Cybersecurity Solutions
Ready to strengthen your cybersecurity program? Discover how OpenText’s end-to-end Cybersecurity Services can help you lead with confidence through our Risk & Compliance Advisory, Digital Forensics and Incident Response (DFIR), and other Cybersecurity Services.
Whether you’re building from scratch or maturing your program, OpenText Managed Security Services offers the scale, expertise, and commitment to help you succeed—across SMB and enterprise environments.
In this ongoing series, our two sales engineers Mark and Alan break down the key features and benefits of OpenText Project and Portfolio Management through quick, easy-to-follow videos. Whether you’re managing strategic plans, juggling resources, or trying to get a clear view of priorities, these videos share exactly how your team can stay aligned and deliver results with the OpenText solution.
We’ll keep adding new videos regularly, so check back often and follow along as we explore more ways to make your project and portfolio management faster, safer, smarter, and more transparent.
Explore the new menu design in OpenText Project and Portfolio Management
New menu design: Our dynamic duo of sales engineers returns to serve up another fresh feature highlight. This time, they’re digging into the all-new hamburger menu, a deceptively simple upgrade that’s delivering serious usability wins. Tune in as they walk through how this redesigned navigation is making it easier and faster for users to access the tools they need across OpenText™ Project and Portfolio Management. It’s a small change with big benefits and a great example of how we’re continuously evolving the experience based on real-world feedback. Watch now to see how a smarter menu makes for a smoother project and portfolio management (PPM) experience.
Resource management simplified with OpenText Project and Portfolio Management
Team sharing episode: Join Mark and Alan as they dive into a powerful feature within OpenText Project and Portfolio Management: team sharing. In this demo, they walk through how team sharing helps organizations streamline resource management by making it easier to assign, manage, and reallocate resources across projects — without the usual bottlenecks.
Whether you’re dealing with limited capacity, shifting priorities, or simply trying to get the most out of your teams, this feature is built to bring flexibility and clarity to how work gets done. It’s a smarter, more collaborative way to manage shared resources — and it’s already changing the game for OpenText Project and Portfolio Management users.
Simplify resource management with OpenText Project and Portfolio Management
In the high-stakes world of digital experience, speed and reliability aren’t just nice to have—they’re essential. Whether you’re launching a new app, releasing a feature update, or preparing for peak traffic seasons, the last thing you want is to find out your system can’t handle the pressure when it’s already too late. That’s where load testing comes in.
What is load testing?
Load testing is a type of performance testing that simulates real-world usage to determine how a system behaves under expected—and even unexpected—user loads. The goal is to evaluate how applications perform when multiple users access them simultaneously, so teams can identify bottlenecks and optimize system behavior before it affects end users.
While performance testing is a broad category that includes various tests like stress testing, spike testing, and endurance testing, load testing zeroes in on simulating normal to high traffic scenarios. It answers the question: Can our application handle the user load we expect without slowing down, crashing, or degrading the user experience?
Now that we’re clear on what load testing is, let’s get into why it should be at the top of your testing priorities.
1. Prevent costly downtime
Unexpected downtime during a product launch, sales event, or high-traffic season can be devastating—not just to revenue, but to your brand’s reputation. Load testing helps you identify and address capacity limitations in your application infrastructure before they become production issues. By ensuring your system can handle peak demand, you drastically reduce the risk of outages and slowdowns when it matters most.
2. Deliver better user experiences
A sluggish or unresponsive application leads to frustrated users, abandoned sessions, and negative reviews. Load testing helps you measure response times, throughput, and system behavior under pressure, allowing you to fine-tune performance and optimize for real-world usage. The result? Faster, more reliable experiences that keep users engaged and loyal.
3. Build confidence in releases
Engineering teams move fast—but speed without confidence is a recipe for regression. Load testing provides quantifiable evidence that your application is ready for production, even under heavy load. It helps teams shift left, bake performance into CI/CD pipelines, and align developers, QA, and SREs around shared performance goals. With load testing, every release can ship with greater confidence and fewer surprises.
Make load testing a strategic advantage
Load testing isn’t just a checkbox—it’s a proactive strategy to protect your business, delight users, and support scalable growth. In a world where digital performance is business performance, load testing gives you the insights needed to keep your systems strong under pressure.
Ready to take the next step?
OpenText performance engineering solutions are designed to help you shift left, automate testing, and deliver fast, reliable digital experiences—at scale. Whether you’re modernizing legacy systems or building cloud-native apps, we can help you stay ahead of performance issues before they impact your users.
Visit our website to explore the full suite of capabilities—or take an interactive tour and see how easy it is to get started with smarter, more scalable load testing.
IT leaders are stuck between a rock and a hard place. They need to give employees the right technology to make them more productive, but at the same time they must follow corporate mandates to cut costs. How do you do both at once?
This paradox has become one of the defining challenges for today’s IT leaders. The old playbook of throwing more resources at productivity problems doesn’t work anymore. Today’s CIOs need to find innovative ways to unleash human potential while optimizing investments.
AI to the rescue
AI isn’t just about automation—it’s about intelligently amplifying human work. AI for business tools can reduce the time employees spend on routine tasks while improving the quality of their output.
Watch this video to see more examples of AI productivity in action.
Watch these demos to see AI productivity in action
Adopting AI can help unify fragmented data and cut decision-making times. Breaking down data silos through data unification not only trims inefficiencies but also saves significantly on storage costs.
Scale smart in the cloud
Cloud plays a role here, too. Moving to the cloud means shifting from capex to opex models so costs can be aligned more closely with actual business needs. During busy periods, resources scale up automatically. During downturns, costs scale down proportionally. What’s more, moving to the cloud can simplify operations and consolidate applications for better efficiency and security while kicking workflows into high gear.
Not there yet? Take our short cloud migration readiness questionnaire to see what your next steps should be.
Cloud migration readiness questionnaire
Evaluate your current readiness and identify next steps for your cloud transformation
The CIO’s paradox isn’t insurmountable—it’s an opportunity to demonstrate strategic value using the right technology that drives both efficiency and effectiveness. Learn more about how OpenText and better information management can help you meet your goals.
Read other blogs in the What’s keeping CIOs up at night? series:
The Food Safety Modernization Act (FSMA) represents a significant shift in how food safety is managed in the United States. One of its key sections, FSMA Section 204, focuses on enhancing food traceability to address foodborne illness outbreaks more effectively. The compliance rules defined in FSMA 204—which were initially set to enter into force in January 2026—will apply from July 2028, placing new requirements on organizations that handle specific food items.
What is FSMA Section 204?
FSMA Section 204, also known as the FDA final rule on Requirements for Additional Traceability Records for Certain Foods, mandates capturing and reporting key data elements (KDEs) for specific foods. The regulation is designed to enable the FDA to identify and remove potentially contaminated food items from the market swiftly, thereby reducing the health risks associated with foodborne illnesses.
Key requirements for organizations involved in the food supply chain
The FSMA Section 204 regulation identifies seven Critical Tracking Events (CTEs) in the food supply chain. Organizations involved in these CTEs must maintain a traceability plan, capture related KDEs for each event, and enable data reporting to the FDA within 24 hours upon request. The CTEs include:
Harvesting
Cooling
Initial packing
First land-based receiver
Shipping
Receiving
Transformation
For each CTE, organizations must capture specific KDEs, which vary depending on the event but often include information such as the location, date, and time of the event, the quantity and type of food involved, and the Traceability Lot Codes (TLCs) assigned to the food products.
Foods in scope of the regulation
To focus the regulatory efforts on foods that present the highest public health risks, the FDA maintains a Food Traceability List (FTL) that governs which foods are in scope for the FSMA 204 regulation. This list includes various high-risk foods such as:
Fresh leafy greens
Fresh-cut fruits and vegetables
Soft cheeses
Shell eggs
Nut butters
Certain seafood items
Foods that contain listed foods as ingredients are also subject to the additional recordkeeping requirements, provided the listed food remains in the same form (e.g., fresh) in which it appears on the list.
While the regulation covers a broad range of foods, it provides several exemptions that are listed in § 1.1305 of the final rule.
Steps to prepare for FSMA Section 204 compliance
While the compliance deadline was pushed out to July 2028, it is crucial to work on deployment plans already now. The extended deadline provides ample time for companies to understand the requirements and implement the necessary systems to ensure compliance. However, delays can lead to rushed implementations, increased costs, and potential non-compliance penalties.
Key steps that organizations should take as they prepare for FSMA Section 204 compliance include:
Understand the requirements: Organizations must familiarize themselves with the FSMA Section 204 regulation, including the specific KDEs and CTEs they need to track.
Develop a traceability plan: A comprehensive traceability plan should outline how the organization will capture, store, and report KDEs for each CTE.
Implement technology solutions: Leveraging technology solutions that automate the capture and reporting of KDEs can streamline compliance efforts and improve overall supply chain performance.
Train staff: Ensuring that all relevant staff members are trained on the new requirements and the organization’s traceability plan is essential for successful implementation.
Collaborate with supply chain partners: Effective compliance requires collaboration across the supply chain. Organizations should work closely with their suppliers and customers to ensure seamless data exchange and traceability.
Benefits of enhanced food traceability
Complying with FSMA Section 204 offers several benefits beyond regulatory adherence. Implementing the required improvements in food traceability enable, for example:
Enhanced food safety: Rapid identification and removal of contaminated products reduce the risk of foodborne illnesses.
Efficient recalls: Targeted, precise recalls minimize the associated costs and impact on business operations.
Consumer trust: Transparency in the food supply chain enhances consumer trust and brand loyalty.
Partnering with OpenText to ensure FSMA Section 204 compliance
To efficiently meet the compliance requirements for FSMA Section 204, organizations should look to automatically capture the KDEs on all CTEs they participate in. OpenText Business Network offers a highly configurable solution for companies in the food supply chain to automate FSMA compliance while improving their overall supply chain performance.
By leveraging OpenText’s deep expertise and advanced technology portfolio, businesses can ensure seamless data exchange with supply chain partners and meet the FDA digital reporting requirements.
Fax remains an essential part of healthcare communications, owing to its security, traceability and HIPAA-compliance. Seven in U.S. 10 hospitals still rely on fax to exchange health information, according to the Office of the National Coordinator (ONC) for Healthcare Information Technology.
Fax has evolved dramatically, from outdated analog systems with paper and physical machines to modern cloud-based solutions. Despite all the technological advancements and adoption of electronic healthcare records, many healthcare organizations are still relying on aging fax systems with complex on-premises infrastructure which leads to inefficiencies, security risks and limited interoperability. Here are five signs that your organization’s fax solution needs modernization:
1. High failure rates
Does your fax system performance leave something to be desired? High fax failure rates in healthcare can delay the transmission of critical information like referrals, lab results, and treatment plans, leading to postponed diagnoses, disrupted care coordination, and ultimately poorer patient outcomes. At the same time, these failures create costly inefficiencies for providers, as staff must spend valuable time troubleshooting, resending, and verifying faxes, which increases labor costs and reduces productivity. Delays can also impact billing cycles, slow down reimbursements, and damage patient satisfaction hurting both clinical performance and the organization’s financial health.
2. Security vulnerabilities, compliance risks
Aging fax systems pose significant security and compliance risks because they rely heavily on manual processes, making them prone to human errors like misdirected faxes and unattended documents, key contributors to many data breaches. These systems typically lack modern safeguards such as encryption, access controls, and audit trails, leaving sensitive patient data vulnerable to interception or unauthorized access. As a result, any breach intentional or accidental can lead to serious regulatory consequences and financial losses, contributing to the rising average cost of data breaches in healthcare. Research shows that over 85% of all data breaches involved a human element. The average cost of a data breach jumped to $4.88 million in 2024, according to analysis of data compiled by the Ponemon Institute. That’s up 10% from the year prior.
3. Hidden costs of legacy systems
Healthcare organizations often drain valuable IT resources maintaining aging, on-premises fax and telephony systems, or rely on third-party providers with unreliable networks. These outdated technologies not only demand constant upkeep but also cause frequent transmission errors and communication breakdowns. As a result, front-line staff are burdened with correcting issues instead of focusing on patient care, leading to operational inefficiencies, delayed treatment, and ultimately a diminished patient experience.
4. Integration challenges with modern EHR systems
Interoperability continues to be a challenge in U.S. healthcare settings with hundreds of different electronic health record (EHR) systems in use at different hospitals and clinics, often tailored to specific needs. With nearly 90% of U.S. based physicians using an EHR, ensuring related systems are integrated is essential. Integrating digital fax systems with modern EHRs ensures seamless and timely care coordination.
5. Information bottlenecks and the impact on clinical staff and patient experience
Legacy fax systems often create delays as faxes wait in queues for manual processing. Removing these bottlenecks with integrated AI enabled capture solutions can help speed workflows while reducing processing delays and human error.
Digital fax success stories in healthcare
Fax reliability and care coordination are directly connected. The University of Kansas Health System was dealing with a rise in fax transmission errors while local telcos reduced support for analog fax solutions. Employees spent significant amounts of time resending faxes and 90% of IT time was spent troubleshooting fax issues. By working with OpenText, they were able to implement a hybrid, HIPAA compliant digital fax solution that boosted fax transmission success to nearly 100%.
The Baptist Hospitals of Southeast Texas reduced the risk of delays to front-line patient services by improving the availability of fax services. The healthcare provider also avoided rising costs for fax lines as telcos phase out analog services. They boosted clinical efficiency by 20% while unlocking $200,000 in annual cost savings with a HIPAA-compliant fax solution from OpenText.
Building a business case for digital fax
1. Start with why: connect to patient care
When building your case, anchor the conversation in patient outcomes and clinician efficiency. Analog fax systems often lead to delays, missed referrals, and security gaps—none of which are acceptable in a patient-centered environment.
Tip: Use real stories. Did a critical patient referral get delayed because a fax line was busy? Share that. It brings urgency to the conversation.
2. Quantify the hidden costs of analog fax
It’s easy to overlook how expensive traditional faxing really is. Tally up the costs of:
Analog phone lines – monthly charges for each line used exclusively for faxing.
Third-party telephony services– fees paid to external vendors that may lack reliability or SLAs.
Hardware maintenance – costs for servicing or replacing fax machines, plus depreciation over time.
Consumables – paper, toner, and fax machine maintenance.
Staff labor costs – time spent manually sending, receiving, filing, and routing faxes.
Error correction and rework – time and resources spent on resolving failed transmissions or mis-faxes.
Transmission failures and downtime – impact of fax delays on clinical workflows, patient care, and revenue cycles.
Storage and archiving costs – physical space or systems needed to store paper records or scanned documents.
Opportunity costs – value of time and resources that could be re-directed to higher value patient care or innovation if fax related burdens were reduced.
Tip: Benchmark your current costs against digital fax solutions.
3. Highlight the compliance and security risks
Healthcare is one of the most regulated industries—and analog faxing creates gaps:
No audit trails for those who sent or received a fax
Risk of PHI left in trays or misdialed numbers
Lack of access controls
Digital fax offers encryption, audit logs, and user-level access management that help you stay on the right side of HIPAA, HITECH, and other regulations.
Tip: Talk to your compliance team early. Their support can strengthen your case dramatically.
4. Align with strategic goals
Most healthcare organizations have digital transformation initiatives underway. Show how digital fax aligns with broader goals:
Supporting remote and hybrid work
Reducing paper-based processes
Improving interoperability with EHRs and other systems
Tip: Reframe digital fax as an enabler of strategic priorities, not just a utility replacement.
5. Propose a phased approach
Large IT projects can feel daunting. Ease leadership concerns by recommending a phased rollout:
Start with a pilot in a department with high fax volume (e.g., referrals, radiology, or medical records)
Measure success, then expand
Tip: Choose a modern, cloud-native fax solution that eliminates the need for legacy infrastructure and supports rapid scalability across departments without the complexity of maintaining analog systems.
6. Estimate ROI and payback period
Executives want numbers. Estimate how long it will take to recoup the investment based on reduced costs and improved productivity. Most healthcare organizations see ROI within 6–12 months.
Tip: Include both hard savings (e.g., eliminated phone lines) and soft savings (e.g., time saved per fax, reduced risk of fines).
Digital transformation in healthcare isn’t just about big-ticket technologies. Sometimes, the biggest gains come from modernizing the tools we rely on every day. Fax is still essential—but it doesn’t have to be analog or on-premises. Build your case thoughtfully, and you’ll not only win leadership support—you’ll give your teams a faster, safer, and smarter way to connect with HIPAA-compliant fax.
Speak to an expert about HIPAA compliant fax solutions
Have questions about OpenText fax solution? Want a demo? Enter your information and a representative will be in touch shortly to discuss how to boost patient engagement with seamless data workflows.
Customers trust OpenText™ Documentum™ Content Management (CM) to help them ensure their high volume, critical business content is secure, organized, preserved and easily accessible while adhering to privacy and security protocols. Documentum users are also extending the value of their content to the cloud, simplifying access for content creation and collaboration, driving productivity improvements with easy-to-understand and personalized user experiences, all while applying Documentum’s robust governance at every stage of the content lifecycle.
310% ROI achieved in just three years!
Download the Forrester Total Economic Impact™ of OpenText Content Services Private Cloud Platforms study and discover cost savings and business benefits for your modernization strategy.
June 2025: What’s new in OpenText Documentum CE 25.2
The release of OpenText™ Documentum™ Content Management (CM) CE 25.2 is a game-changer, introducing a robust set of features to elevate productivity, strengthen security, and simplify workflows. This update focuses on five critical areas: enhanced user experience, modernization and migration, powerful business application integrations, improved governance, and AI-driven workflow insights. Let’s explore how these updates can transform your content ecosystem.
A next-gen user experience that boosts efficiency
CE 25.2 redefines user interaction with a sleek, intuitive interface designed for ease of use. The new rich text editor simplifies content creation, while features like the recycle bin prevent accidental data loss. Workflow visual indicators provide instant clarity on document status, and enhanced viewing capabilities support multiple rendition formats, ensuring seamless access to content. These updates cut down on training time and empower users to work more efficiently, making daily tasks feel effortless.
New custom conditional icons and formatting in various grid displays.
Modernization and migration made seamless
Upgrading to CE 25.2 is now a breeze, thanks to smarter migration tools. Search migration efficiencies slash downtime, and optimized HELM charts reduce manual errors during deployment. With certification for Java 21 and Microsoft Azure HSM encryption, the platform ensures secure operations and compliance, especially for regulated industries. These enhancements make transitions smoother, letting organizations modernize without the usual headaches.
Powerful integrations for enhanced collaboration
Collaboration gets a major boost with CE 25.2’s seamless integrations. The improved Microsoft® 365 Teams integration enables co-authoring of OpenText Documentum CM content directly within Teams, fostering real-time teamwork. Additionally, CMIS API extensions allow effortless connectivity with systems like SAP® S/4HANA, creating a unified content ecosystem. These integrations break down silos, ensuring your teams can work together efficiently across platforms.
Stronger governance to safeguard your data
Security and compliance remain top priorities in CE 25.2. Integration with Microsoft Purview, introduced last release, now supports sensitivity labels with user-defined permissions, and protected mail search, giving you tighter control over sensitive data. These governance features help organizations meet stringent regulatory requirements while protecting critical information, ensuring peace of mind in an increasingly complex digital landscape. Available only with containerized OpenText Documentum CM deployments.
AI-driven workflow insights for smarter decisions
The introduction of AI-driven workflow insights sets CE 25.2 apart. With OpenText Content Aviator, users gain access to intelligent summaries and risk flagging at every workflow stage, enabling faster, data-driven decisions. AI-drafted reports further streamline processes by reducing manual effort, allowing teams to focus on high-value tasks. This intelligent automation enhances productivity and positions organizations to stay ahead of the curve.
Supercharge workflows with generative AI.
Conclusion: A smarter, more efficient content ecosystem
OpenText Documentum Content Management CE 25.2 isn’t just an update—it’s a transformative leap forward. By prioritizing user experience, seamless modernization, robust integrations, stringent governance, and AI-powered insights, this release equips organizations to manage content more effectively, securely, and intelligently. Whether you’re looking to boost collaboration, ensure compliance, or leverage AI for smarter workflows, CE 25.2 delivers the tools you need to thrive in today’s fast-paced digital world. Ready to streamline your content ecosystem? This is the upgrade you’ve been waiting for.
December 2024: What’s new in OpenText Documentum CE 24.4
OpenText Documentum Content Management (CM) CE 24.4 introduces significant enhancements designed to extend the value of your current system by delivering the right functionality to the right users at just the right moment. The main improvements in this release are listed below:
Delight users with instant access to content using biometric authentication
It does not matter if your users favor an Android or Apple smartphone, they are used to having access instant access using biometrics. Why should it be any different when they need to access content on-the-go? Now users can enable login via biometrics using the OpenText Documentum CM Mobile app settings. Biometric authentication provides the following benefits:
Enhanced security – Biometric authentication uses unique traits (e.g., fingerprints, facial recognition, voice) to enhance security over traditional passwords.
Convenience – Users no longer need to remember or manage complex passwords, as biometric methods allow quick and effortless access with a simple scan or gesture.
Personalized experience – Ties access directly to an individual, ensuring a seamless and tailored user experience without the need for additional verification steps.
Versatility across devices – Support for Apple smartphones and Android smartphones offers a consistent and familiar method across multiple platforms.
Sign in using biometric authentication.
Give users an intelligent assistant right at their fingertips
OpenText Content Aviator can now be used to expand the value of your business content and lighten your users’ daily workload in the cloud and off-cloud. Gone are the days of manually summarizing content, creating detailed bullet lists, tabulating lists, identifying risks or creating draft plans based on content stored in various folders. The intelligent assistant puts chat-based conversational search right at your employees’ fingertips. With the added ability to run OpenText Documentum CM with OpenText Content Aviator off-cloud, organizations can realize the following benefits:
Data privacy and security – Keeping GenAI operations on-premises/off-cloud ensures sensitive data remains completely within the organization’s control.
Offline functionality – On-premises AI systems can operate without internet connectivity, ensuring uninterrupted access in environments with unreliable networks, such as remote facilities or during outages.
Compliance with industry standards – For industries like finance, healthcare, or government, where regulatory requirements mandate data residency or restrict third-party access, on-premises AI ensures adherence to these rules.
Seamless, consistent protection across both Microsoft® and OpenText Documentum CM environments
The new integration with Microsoft Purview Sensitivity Labels provides an extra layer of information governance, compliance, and security while maintaining seamless collaboration. This will help organizations:
Streamline document classification – Ensure documents stored in the repository are classified based on organizational policies. This can be completed manually by users or automatically based on metadata, content, or predefined rules.
Safeguard sensitive content – Protect sensitive content even when downloaded or shared outside OpenText Documentum CM.
Comprehensive document tracking with Microsoft Purview – Provide detailed tracking of how documents are accessed, modified, or shared within and outside OpenText Documentum CM using Microsoft Purview’s audit capabilities.
Secure collaboration with Microsoft Teams, SharePoint and OneDrive – Enable secure integration with Microsoft Teams, SharePoint, and OneDrive, allowing users to access and collaborate on OpenText Documentum CM-stored files while maintaining security controls.
Unified security with Purview Sensitivity Labels – Extend Purview Sensitivity Labels to ensure consistent classification and security policies across all repositories using OpenText Documentum CM in a hybrid environment (on-premises + cloud).
Add extra protection using Microsoft Purview Information Protection.
Personalized efficiency for effortless content access
The new OpenText Documentum Smart View features help organizations tailor content effortlessly by providing a more personalized user experience, improved workflow efficiency, and streamlined document management. The following are some of the new features in this release:
Various menu improvements (Versions, Renditions, Location, Workflow, and Relations)
Enhances user experience with more intuitive navigation.
Increases efficiency by reducing time spent searching for options.
Improves accessibility to key document-related actions.
View workflows on a per document basis
Provides better visibility into document-specific workflows.
Enables faster decision-making with clear workflow tracking.
Reduces errors by ensuring the correct workflow is followed.
Improvements to iURLs for direct file viewing
Provides updates to relationship management when creating or importing documents.
Aids in updating landing page changes.
Filtering improvements
Doclist (Show or hide folders) – Allows users to customize their view for a more focused workspace and reduces clutter by hiding unnecessary folders.
Business filters for tasks on workflow overview widget – Helps users quickly find relevant tasks and enhances productivity by streamlining task management.
Caching improvements
Cache last folder navigation – Saves time by remembering previous locations and reduces the need for repetitive navigation.
Date improvements
Users can set their on date formatting (Long, short, etc.) – Provides flexibility based on user preferences and improves clarity in international teams with different date formats.
Client can show local time zone while server maintains server time zone – Prevents confusion from time zone differences and ensures accurate time tracking across global teams.
Manual import of rendition to existing documents
Streamlines the process of updating documents.
Reduces errors by maintaining accurate document versions.
Visual indicator when a markup exists in IV
Enhances visibility of document changes or annotations.
Improves collaboration by ensuring markups aren’t overlooked.
Multi-binder ability in IV (Concatenation of selected documents in the viewer)
Enables easier document comparison and review.
Saves time by allowing multiple documents to be viewed as a single entity.
Enhancing integration and real-time interaction using OpenText Documentum CM SDK’s external widgets
The external widget in Smart View facilitates smooth integration with external clients, providing real-time updates and interactions with independent applications. It stays visible on-screen and updates dynamically as users engage with objects. This feature eases the shift from classic to Smart View by supporting the migration of custom dashboards, welcome pages, and app integrations. Using OpenAjaxHub allows customers to repurpose existing integrations for event subscription and publishing, ensuring seamless two-way communication between Smart View and almost any component. This will help organizations:
Enhanced integration – Works with any JavaScript framework supporting OpenAjaxHub, an open standard.
Real-time interactivity – Allows Smart View to send and receive events, enabling two-way communication.
Improved user experience – Keeps widgets accessible and updated without requiring manual refreshes.
Practical use case – Example implementation with Documentum Reports, where users can trigger client events externally via the “Show Report Templates” button.
External widget in Smart View.
Leverage the new OpenText Documentum CM Search off-cloud
The new OpenText Documentum CM Search offers rapid performance tied to compute power, improved search accuracy via a machine-learning engine supporting multiple languages and advanced search types (vector and semantic), a modern web-based admin interface for remote customization, and containerized architecture for cloud scalability, compatible with various file storage integrations like NAS, SAN, CAS, and Cloud-Store/SDS. This will help organizations:
Improve efficiency and productivity – Lightning-fast, compute-powered search helps employees quickly find documents, cutting search time and boosting productivity.
Enhance decision-making – Machine-learning engine enhances search relevance with multi-language, vector, and semantic support, aiding accurate, context-driven decisions.
Save money- Containerized, cloud-optimized architecture cuts costs with scalable integrations (NAS, SAN, CAS, Cloud-Store/SDS), reducing reliance on expensive on-premises hardware.
Support global accessibility – Supports multiple languages and a web interface, enabling effective search access and collaboration for global teams.
Boosted search experience for users.
Streamlined business processstructureswith a fully integrated Microsoft® Teams® owner experience
Gone are the days of relying on IT or Cloud Ops to manipulate complex workflows to meet the changing demands of the organizations, now business power users and administrators can easily:
Unlock documents
Cancel checkouts
Pause a workflow
Resume a workflow
Abort a workflow
Update a workflow supervisor
BOCS: Empowering remote operations with instant, offline access to critical materials
BOCS (Branch Office Caching Services) enables remote offices, such as oil rigs and mines, to instantly access the latest materials like manuals, repair instructions, and safety guides, even without network connectivity. This is achieved through containerization of OpenText Documentum CM Messaging Services (DMS), updates to Smart View and M365 for accessing cached content in BOCS, and providing instructions for BOCS access and off-cloud deployment. A few examples of business benefits are:
Efficient, scalable deployment across multiple remote locations using Containerization of OpenText Documentum CM Messaging Services (DMS).
Enables smooth access to cached content and ensures compatibility with existing tools and workflows.
Reduce setup time and technical challenges for remote deployments by providing clear BOCS access and off-cloud deployment instructions.
Deliver more insightful, actionable data
Through enhanced reporting and dashboards combined with improved usability and customization options, improves usability and provides easy to customize options. Now available as part of the OpenText Documentum CM X-Plans, the new reporting and dashboards take advantage of the modern capabilities of the Smart View client. The new administrative toolkit includes templatized reports and dashboards. Reports are powered by templates and configurable Documentum Query Language (DQL) that aid in the creation and delivery of new reports.
Consolidated reporting and dashboards
August 2024: What’s new in OpenText Documentum CE 24.2
The OpenText Documentum CE 24.2 release includes new capabilities designed to help organizations deliver the power of Documentum throughout their organization in a more personalized manner.
Accelerate content discovery through chat-based conversational search
OpenText™ Content Aviator for Documentum is the intelligent assistant everyone wants because it helps users discover content faster with an interactive chat interface. Users can quickly understand documents with automated analysis, summaries and translations. This boosts productivity, efficiency and satisfaction by providing instant access to relevant answers to natural language questions.
A generative AI (LLM) powered intelligent assistant for Documentum
Improve search results with the next generation of Documentum Search
The new Documentum Search provides:
Lightning-fast performance that matches with compute power
Enhanced search relevance through use of a machine-learning analytic engine that supports different languages, vector & semantic search
A modern web administrator interface that provides effective tools to make it easier to tailor search experiences remotely
Containerized for cloud-scale by supporting a variety of popular integrations of file-stores like: NAS, SAN, CAS, and Cloud-Store/SDS
Next generation of Documentum Search
Keep your secrets secret with an extra layer of protection
As hackers become increasingly more aggressive and smarter, Documentum is ready to help customers ensure their sensitive data is protected by creating new ways to manage access to secrets. Now, customers can configure Documentum using mapped vault keys. By updating the vault secrets are removed from encrypted configurations files, making it even harder to access. To bring further confidence to this solution, Documentum chose to work with the leader in the industry, HashiCorp Vault, to provide this level of security. This is a win-win for Documentum customers and a lose-lose for bad actors.
Manage access to secrets and protect sensitive data
Inspire business power users and managers to take control of their work
Gone are the days of relying on IT or Cloud Ops to manipulate complex workflows to meet the changing demands of the organizations, now business power users and administrators can easily:
Unlock documents
Cancel checkouts
Pause a workflow
Resume a workflow
Abort a workflow
Update a workflow supervisor
Business administration: Power at your fingertips
Enhance user productivity working with content stored in Documentum from within Microsoft Teams
Expose Smart View Search and Advanced Search capabilities to users working from Teams
Supports all Smart View functionality and menu options, including virtual documents and mass update
Reduce administrative tasks to manage the integration via intelligent automation
New automation framework for detecting changes to Team membership in Microsoft and synchronizing the Team workspace in Documentum
When new members are added or deleted – the access to the mapped folder in Documentum is updated
Support existing business process structures
Team Owners may now choose to create a mapped team workspace in Documentum or select an existing folder/workspace
Allows Team Owners to easily link existing business process pre-configured folder structures in Documentum as the workspace for a Team
Documentum for Microsoft 365
Help your new users navigate the mobile app with a self-paced guided tour
Now OpenText Documentum Smart View mobile users can better understand how to use the mobile app by taking a self-paced guided tour with Documentum coachmarks. Coachmarks play an important role in enhancing user engagement, reducing confusion, and improving user retention rates within mobile applications. The new coachmarks present themselves as green dialogues that coach, or teach, a feature to the users with contextual information or instructions. Coachmarks can be used during onboarding when a user first launches the app. They can be used to help current users discover and understand new features designed to make it easier for the user to stay in the mobile app to complete a complex project.
December 2023: What’s new in OpenText Documentum CE 23.4
OpenText is pleased to introduce OpenText Documentum CE 23.4, which we fondly refer to as ‘One Documentum’ because it brings the power of Documentum into a single solution that helps organizations realize extended value from their Documentum system by:
Inspiring collaboration and optimizing processes
Simplifying deployments and upgrades
Modernizing licensing
Providing end-to-end archival for mature content
Introducing One Documentum: A new way to Re-IMAGINE Documentum.
Inspiring collaboration and optimizing processes
The new OpenText™ Extended ECM Documentum™ for Microsoft® 365 solution connects people, content and tools to keep teams engaged and productive
Customer-facing teams always have access to real-time data and content to make informed decisions and deliver outstanding service to their valued clients
Rights-based access and pre-defined business rules enable content stakeholders to view, edit and manage the information they need without navigating multiple systems to locate content in potentially restricted systems or areas
Users can create content and collaborate in Teams, while remaining focused on the processes and goals managed by ERP, CRM and HCM applications
Simplifying deployments and upgrades
One-click deployment reduces upgrade time and effort
Simplified certification matrix takes away the guesswork when upgrading
Custom or standardized private-cloud plans to leverage Documentum as a cloud service
Deploy Documentum with your own data centers or other hyperscalers
Documentum™ Smart View (formerly Documentum™ D2 Smart View) users can quickly resize columns, switch between lists, pinned column and grid modes, all leveraging sticky memory to ensure their personal changes persist until the next time they need to make a change
Leverage the Documentum Smart View SDK to extend and customize Documentum Smart View
Migrate custom WebTop applications to Documentum Smart View
Create similar Webtop customizations in Documentum Smart View
Move the Classic Custom Dialog plugins with no modification or replication needed
Define and layout extension/override capabilities of the out-of-the-box Documentum Smart View components
Modernizing licensing
Move away from the years of license pileup with a new, modern licensing structure that consolidates licenses into a single model number
The new Documentum X-Plans provides discounted upgrade paths with extended functionality
Providing end-to-end archival for mature content
Empower external users to perform self-service transactions on secure content from anywhere with the new Documentum External Transactions license
Ensure all parties are always working on the latest version of the document and can make better decisions faster, reducing the cost to the business.
May 2023: What’s new in OpenText Documentum CE 23.2
With the release of OpenText™ Documentum™ CE 23.2, we’ve made improvements across the platform to enhance the user experience, automate workflows, and ensure compliance. Here’s a glance at a few of the new features in 23.2:
Augment productivity in D2 Smart View
Documentum D2 Smart View users can quickly resize columns, switch between lists, pinned column and grid modes, all leveraging sticky memory to ensure their personal changes persist until the next time they need to make a change.
Customize the UI to empower and delight users
Leverage the Documentum D2 Smart View SDK to extend and customize D2 Smart View.
Migrate custom WebTop applications to D2 Smart View.
Create similar Webtop customizations in D2 Smart View.
Move D2 Classic Custom Dialog plugins with no modification or replication needed.
Define and layout extension/override capabilities of the out-of-the-box D2 Smart View components.
Engage external users at every step of the process
Empower external users to perform self-service transactions on secure content from anywhere with the new Documentum External Transactions license
Ensure all parties are always working on the latest version of the document and can make better decisions faster, reducing the cost to the business.
Augment productivity in D2 Smart View with column resize.
June 2022: What’s new in OpenText Documentum CE 22.2
With the release of OpenText Documentum CE 22.2, we’ve made improvements across the platform to enhance the user experience, automate workflows, and ensure compliance. Here’s an overview of what’s new in CE 22.2:
Enhance user experiences
Modern work calls for new tools and new ways of thinking about Information Management. The new in-place viewing and Docmerge capabilities of OpenText™ Documentum™ D2 help enhance modern work by making it easier for users to complete their work from a single location without the need to switch back and forth between content stored in various locations. Now users can:
Preview, review and compare document properties and content in a single view
Adjust the viewing area for the size that best suits the current task
Quickly compare text on a document from one version to another
Compare drafts of CAD drawings by toggling between a view of each drawing individually, showing drawings side-by-side or overlaying them with or without differences being contrasted
An example of the in-place viewing on the properties page in OpenText Documentum D2
An example of how Documentum allows users to quickly compare text changes from one version to another
Automate workflows
OpenText Documentum Advanced Workflow is a new workflow designer that allows organizations to bring the power of OpenText™ Documentum™ xCP workflows to the applications of choice without the need for UI composition. This allows the users to remain in the applications they use the most while leveraging advanced workflows for content processing.
An example of how users can create process-driven applications without implementing a new user interface within Documentum xCP
Enhance compliance with digital signatures
Documentum D2 and D2 Mobile’sholistic integration with OpenText™ Core Signature ensures compliance by providing an ink-like digital signature as part of any D2 workflow. The signed documents are automatically retrieved back into Documentum where they are stored and logged with the required audit details using pre-configured business rules as required by the governing regulations.
An example of Documentum D2 and D2 Mobile integration with OpenText Core Signature.
The new web-based Workflow Designer provided with the Documentum Platform can be used for designing and managing D2 workflows. Current Documentum customers can migrate their workflows from Workflow Manager using the migration utility.
Update 2: Access Salesforce information
Documentum’s new integration with Salesforce® helps accelerate sales cycles by sharing content stored in Documentum directly from the Salesforce user interface. Users avoid miscommunication and improve the customer experience by always leveraging the most current Salesforce information. Organizations can rest assured their content will not be misused, since the content carries with it the enterprise security and compliance standards built into Documentum.
Update 3: Simplify access to lifecycle management
Documentum D2 Smart View users can now apply lifecycle changes to a document in Smart View based on their user privileges. Business rules are consistently and automatically applied to documents as they progress through the various states of the document’s lifecycle.
Update 4: Update en masse
Merger and acquisition activity and drug-status changes for Life Sciences companies are examples of use cases that often require mass updates to be made to documents, folders and virtual documents. To ensure these changes are made consistently and quickly, Documentum D2 updates properties on multiple objects in one action. This includes replacing attributes based on conditions of other fields.
Update 5: Do more when mobile
Documentum D2’s new mobile capabilities include:
QR code scanning
Relations management, for creating and viewing relations
Document lifecycle management
Viewing and working on checked-out documents via tile landing pages and the hamburger menu of the mobile device
e-Signature support in key areas such as task processing, lifecycle, versioning, properties and non-credential IDP
Added security and compliance with e-Sign during task processing, lifecycle management and versioning or editing properties
Working/supporting files and task notes added directly by clicking on the add button in the app header
Update 6: Easily create an attractive dashboard
Documentum xCP Case Management Framework assists in building Smart Applications. When designing and implementing a mortgage application process, for example, the new tiles and dashboard layout improve interaction and usability, provide better access to data and increase productivity with a modern interface and organized workspace.
Developers can easily create dashboards with the xCP Tile Layout Widget. Tiles provide interactive links to Data Services or any URL and can also link to common application functionality to create a dashboard menu that enhances the user experience.
Authored content with tracked changes is often converted to PDF for submission and approval workflows—but that usually means the record of document modifications is lost. Content Transformation Services now retains comments and tracked changes when Word Documents are converted to PDFs, allowing for complete lossless interaction and change management.
Additionally, Documentum Content Trusted Services can also now burn watermark text into video content for copyright purposes.
Update 2: Enhanced online and offline workflow management
Smart View users can now start workflows and insert their documents into pre-defined business processes. They can find and manage workflows, either their own or workflows started/belonging to others, and then pause, abort or provide an update to the workflow supervisor.
Workflow features extend to the free Documentum D2 Mobile App, where users can continue to work on documents offline, then initiate workflows for approvals and processing once back online.
Update 3: Streamlined Microsoft Teams collaboration
Microsoft Teams users will be delighted with the ability to quickly spin up new Teams through content stored and governed in Documentum. They’ll also have the ability to clean up the Teams space post collaboration by automatically moving all content in the space to Documentum in order to prevent content sprawl.
This new functionality simplifies and streamlines the complete collaboration lifecycle, from creation of a Teams site using content stored and governed in Documentum, through to checking files back into Documentum upon completion of the activity in Teams
Security improvements include mandatory events, to ensure multiple logins and failed login attempts are tracked, especially if they are from different locations. And two-man oversite of audit trails eliminates the risk of accidental or malicious tampering by a super-user.
For customers moving to the cloud, an update calculator is now included with the containerized release to help customers manage the cost and impact of a container update. New certifications include Azure blob storage to help reduce the costs of storing content in Azure.
Update 2: Documentum D2 enhancements
In Documentum D2, we continue to focus on enhancing the Smart View to work more intuitively and across more use cases.
For users, the new in-place viewer provides a seamless way to preview content without having to exit their current working environment.
For Administrators, the D2-Config application can now be used with Google Chrome—a popular feature request from customers.
Documentum D2 Mobile, the free mobile app for Documentum D2 customers, now allows users to scan barcodes for immediate access to the latest information. Workflow tasks can now be accessed from the home screen and can be actioned to speed up workflows.
Update 3: Documentum xCP case management
Documentum xCP CE 20.4 simplifies the development of dynamic, case-management solutions by enhancing the OOTB (Out of the Box) application that stands as the starting point for mapping to specific processes.
The new Case Management Framework assists in building Smart Applications using enhancements in the OOTB starting-point application—including the ability to search custom objects, sort results dynamically, and import task attachments from local file systems. All of which enables faster implementation cycles.
In a recent post, I explored the butterfly effect of cybersecurity—the idea that one small misstep (like an over-permissioned user or misclassified document) can cascade into a major breach. Today, I want to go a step further: because it’s not just about access—it’s about architecture.
Cybersecurity has always been about control. But what we’re controlling is changing.
As data sprawls across SaaS platforms, cloud systems, and unstructured repositories, CISOs are being pulled upstream—into data strategy, lifecycle management, and governance. They’re not just protecting endpoints anymore. They’re shaping how information flows throughout their business.
These are information architecture questions—not just security questions.
Information sprawl = attack surface
Every enterprise is a patchwork of productivity:
Files in Box
Shared links in Google Drive
Unclassified documents in SharePoint
Shadow data in abandoned AWS buckets
This isn’t just messy—it’s risky. When information is unmanaged, security can’t protect what it can’t see.
Governance and cybersecurity are converging
Data protection regulations like GDPR, CCPA, and Australia’s Privacy Act reforms are raising the bar. It’s not enough to encrypt data or respond to breaches. Organizations must:
Map sensitive data
Classify it properly
Apply risk-based controls
Prove enforcement and accountability
That convergence is putting CISOs in the same room as Chief Data Officers, legal, privacy, and compliance teams—not to react to incidents, but to architect prevention.
The Modern CISO: Strategist. Steward. Architect.
The CISO of 2025 isn’t just a technologist or risk manager. They’re part data strategist, information steward and architect of trust.
Cybersecurity today isn’t just about stopping threats. It’s about enabling responsible innovation, privacy, and business trust—by understanding and protecting the flow of information.
Final thought
We used to ask. “How do we protect the network?” Then: “How do we secure identities and endpoints?” Now we ask, “How do we protect the data that powers the business—no matter where it lives?”
That’s not just a security challenge. It’s an information architecture mandate. And many CISOs are already quietly stepping into that role.
How is your security team evolving to handle information risk? Are you seeing the same convergence of data, governance, and cybersecurity?
