Information plays an important role in an organization’s success—in fact, it’s likely your most valuable asset. Companies that effectively harness the power of information can more readily unlock new business opportunities, gain competitive advantages, and streamline operations. From supporting decision-making to driving innovation, how you manage your information can have a significant impact on your company’s future.
We are living at a critical turning point in human history, where technological advancements are so significant that industries, societies, and cultures are transforming radically and rapidly. And at the center of it all is information—it’s the heartbeat of every organization.
As an IT leader, you’re responsible for navigating the complex landscape of managing and leveraging information to maximize its value. That’s not easy, given how much information is generated, collected, and stored these days. You need the right technologies to help you successfully optimize your information—efficiently, safely, and at scale.
Customer experiencetools that mine information to improve loyalty and product development
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Organizations that don’t prioritize how they collect, manage, and secure information are at risk of losing out to competitors that do. Where is your organization on this journey to superior information management? Take this short assessment to find out where you stand and how you can improve.
Where are you on your information management journey?
Take 3 minutes to answer 8 questions in our assessment and discover how well you’re optimizing your information and ways to improve.
When it comes to enterprise content management, one size rarely fits all. Users across departments interact with digital content differently. Yet many organizations still operate with a single, generic user interface that doesn’t reflect the unique needs of each role. This lack of proper context frustrates users, clutters their experience, and ultimately slows down productivity.
For administrators, the challenges are equally significant. Managing interfaces through tools like Perspective Manager requires toggling between multiple environments, complicating what should be a straightforward task. Without an intuitive way to build and deploy role-based experiences, user adoption and efficiency suffer.
Home pages: A smarter way to tailor user experiences
OpenText™ Content Management home pages address these challenges head-on. The introduction of customizable home pages in Smart View gives both administrators and end users a powerful new way to streamline daily work.
Home pages put everything users need to do their job front and center.
Administrators and business administrators create, edit, and manage home pages entirely within Smart View using a drag-and-drop editor. Home pages are then assigned to users by department, but admins can also apply advanced rules for more granular control as well. End users benefit from a tailored landing experience that gives them fast access to the content and enterprise content management tools they use most without needing to hunt through folders or menus.
Each home page can include a wide range of configurable elements, including:
MyToDo widgets for immediate access to action items
Recently accessed and favorites widgets to get to familiar content fast
Shortcuts to business workspaces to quickly jump back into an open project
Lists of department-specific documents without having to waste time searching
Home pages are configured directly within Smart View using a drag-and-drop editor.
Users assigned to multiple home pages can easily toggle between them using the hamburger menu and admins can set a default for a more seamless experience.
How different teams get more done with home pages
Here’s how different departments can use home pages to get more done:
Sales: A sales rep’s home page could surface pipeline dashboards, quick links to customer workspaces, and recently accessed proposals all in one place. This saves time and keeps the focus on closing deals.
Marketing: Marketing teams can use home pages to centralize campaign collaboration, brand asset libraries, and analytics reports. A clean, customized interface helps marketers move faster and collaborate more effectively.
Human Resources: HR professionals can benefit from pages that display onboarding workspaces, approved policy documents, and links to internal systems like payroll or learning platforms. Everything they need is just a click away.
Finance: For finance teams, home pages can feature access to budget workspaces, reports, and compliance documentation. Tailoring the layout by role ensures that sensitive or specialized content stays secure yet accessible.
Create tailored experiences for every role
Home pages in OpenText Content Management are more than a visual upgrade—they’re a productivity enabler. For administrators, they reduce the overhead of interface management. For users, they offer a customized environment that aligns with how they work.
With support for department-based rules, easy editing in Smart View, and import/export functionality for scaling across the business, home pages offer a practical way to bring proper context into your enterprise content management strategy. By aligning the content experience with individual roles and responsibilities, organizations can empower users to work more efficiently, making every interaction more focused, relevant, and productive.
For over a decade, financial institutions have been at the forefront of adopting analytics and AI solutions. Banks and Insurance companies, in particular, recognized early on the value of leveraging large volumes of data and the use of powerful data warehouses to streamline internal processes, reduce costs, and improve operational efficiency – as of 2024, 77% of all Financial Institutions had adopted some sort of Analytics and AI technology and led cost savings initiatives of $447B – (1). From directing clients toward lower-cost digital channels, proactively offering credit limit increases based on expenditure and payment history to automating loan and credit request processes and transforming repetitive inquiries into FAQs, financial institutions have historically focused their efforts inward.
However, the game has changed.
Today’s Analytics and AI capabilities have evolved dramatically. With predictive data analytics, data visualization tools, real time analytics and generative AI, real-time predictive models, and deep personalization now within reach, continuing to focus solely on cost optimization is no longer a competitive strategy—it’s a missed opportunity. The true potential lies in harnessing these technologies to deliver exceptional, personalized customer experiences that drive engagement, loyalty, and financial wellness – to both clients and organizations.
A Risk-Averse Industry in a Rapidly Evolving Landscape
Despite being well-equipped with customer data and digital infrastructure, many financial institutions remain stuck in a traditional, risk-averse mindset. Their reluctance to fully embrace the power of Analytics and AI for customer engagement often stems from concerns about regulatory scrutiny and internal cultural inertia. Meanwhile, FinTechs such as Robinhood, Coinbase, Cleo, Lemonade and other digital-native players are seizing the moment—delivering agile, hyper-personalized experiences that win over modern digital-native players are seizing the moment—delivering agile, hyper-personalized experiences that win over modern customers.
According to a PwC report (2), 73% of banking executives say customer expectations are increasing significantly, yet only 35% feel they are effectively leveraging AI to improve customer experience.
Letting startups lead the way in innovation while established institutions remain cautious might seem like a prudent risk management strategy. But, in reality, it exposes traditional banks, insurance companies and investment firm to a slow erosion of market share, brand relevance, and customer trust—especially among younger, tech-savvy demographics.
Turning Data into a Differentiator
Financial institutions possess a goldmine of customer data—account behaviors, transaction history, spending patterns, risk profiles, and even lifestyle indicators. The opportunity to turn this data into personalized, proactive financial guidance, using Business Intelligence tools is unprecedented.
Imagine using AI-driven insights to inform a customer about an attractive mortgage option based on the fact the client is about to retire, or suggesting an insurance plan proactively knowing the customer recently purchased an all-inclusive vacation package on their credit card or providing a short-list of stocks which are delivering above industry, to a client who tends to buy tech stock every quarter. Personalization is no longer a luxury: it is an expectation.
As an interesting fact, McKinsey (3) reports that banks that personalize customer interactions can increase revenue by 10-15% and reduce churn by up to 30%.
Also, Jim Marous, a leading financial services influencer during a recent webinar, said it best:
“Banks know more about their customers than the customers know themselves. Use this information—and share it in a meaningful way!”
This is the new competitive edge: moving from generic product offerings to highly relevant, contextual experiences that meet customer needs before they’re even articulated.
Turning day-to-day transactional Interactions into Memorable Moments
Financial institutions engage with customers billions of times each year. These interactions, however, are overwhelmingly transactional. Checking balances, transferring funds, purchasing travel insurance, buying stock, withdrawing cash. Functional? Yes. Memorable? Not even close.
With Analytics and AI solutions , these everyday moments can be transformed into relationship-building touchpoints. Imagine receiving personalized stock updates related to your investment portfolio while browsing related news, being alerted to tax-saving investment options during a high-spending month or even being alerted when stock price of your portfolio has reached a peak and hence allowing you to make the decision to sell – or maybe simply let you know of your recent increment of wealth.
According to Accenture, 67% of consumers say they want companies to provide relevant recommendations before they even ask (4). And yet, only 36% of financial institutions claim to provide proactive suggestions based on customer data.
“AI solutions can empower automation and allow a frictionless processing of operations while reducing inefficiencies and cost—while enhancing the experience of end users.”
AI-powered personalization can offer real-time insights, contextual alerts, and educational nudges that help customers make better financial decisions—turning routine banking into intelligent guidance.
Winning the Hearts of the Next Generation
Millennials, Gen Z, and Gen Alpha are fundamentally reshaping the financial services landscape. They are more open to sharing personal data, more comfortable with digital ecosystems, and far more willing to experiment with new services—provided they are relevant, fast, and intuitive. In addition, they are more risk averse and are willing to try new things to get more value into their lives – read more about Gen Zs and the future of finance on the following blog.
While older generations favored in-person trust, younger customers value digital transparency and personalization. They expect their bank to behave more like Spotify or Netflix—anticipating needs and tailoring experiences by letting these companies use their information. Let’s be clear here: they know their usage and consumption data is being used to build superb experiences via Predictive Analytics and Business Intelligence plays . And guess what: They love it!
Salesforce reports that 84% of customers say the experience a company provides is as important as its products and services (5).
And yet, many traditional banks still rely on outdated engagement models. While some have launched digital banks or partnered with fintech’s, these efforts often lack integration with core banking systems or fail to deliver seamless, personalized journeys.
Instead of playing defense, financial institutions should fully embrace the capabilities of Advanced analytics and AI to attract, understand, and retain the next generation of customers—on their terms.
Conclusion: A New Mandate for the Future of Finance
The future of financial services doesn’t lie in simply becoming more efficient—it lies in becoming more human.
Yes, cost savings and process automation are necessary. But they are just the beginning. The real opportunity is in creating intelligent, empathetic, and proactive customer experiences that build long-term value, loyalty and deepen trust—for both the institution and the individual.
Financial institutions already have the tools, data, people and infrastructure. What they need now is a mindset shift—from risk aversion to customer obsession.
Those who act now will not only differentiate themselves in a crowded marketplace but also redefine what it means to be a trusted financial partner in the Analytic and Artificial Intelligence (AI) age.
Sources
(1) “Impact, Future, Trends and Key Insights” (2025)
(2) “Financial Services Experience Survey” (2023)
(3) “The value of getting personalization right—or wrong—is multiplying” (2023)
(4) “Banking on the Cloud: Technology Vision” (2023)
As someone who has spent over two decades in the energy sector before joining OpenText as an Industry Strategist, I’ve witnessed first hand the operational challenges faced by energy and resources corporations that have root causes stemming from inadequacies in information management.
Today, I’m excited to share how organizations across utilities, oil and gas, chemicals, metals and mining, and engineering and construction can leverage information management to achieve $1 billion in operational savings over the next decade, using the same strategies OpenText employs.
Our approach combines innovative technology solutions with operational excellence to transform IT cost structures while enhancing productivity and elevating human potential across the enterprise.
The Unique Challenges Facing Energy and Resources Organizations
Energy and resources companies operate in an environment of volatile commodity prices, stringent regulatory requirements, complex asset management needs, and increasing pressure to improve safety while maintaining profitability. Many organizations in this sector struggle with:
Complex document management requirements for regulatory compliance
Complex supply chains and B2B ecosystems that play a key role in keeping assets running for longer
High costs and safety risks associated with field and facility operations
Increasing cybersecurity threats to critical infrastructure
These challenges create significant operational inefficiencies that directly impact the bottom line.
At OpenText, we’ve developed a blueprint for using our own portfolio of information management solutions to transform operations, optimize systems, and simplify complexity.
This blueprint can be used by organizations across the energy and resources sector to unlock measurable value – like $1 billion in savings over the next 10 years and perhaps even more.
The Five Pillars of $1 Billion in Savings
OpenText recently announced an ambitious initiative to achieve $1 billion in operational savings over the next decade by leveraging our own software solutions. This strategy is built around five key areas that are particularly relevant to energy and resources corporations:
Data Center Consolidation and Cloud Optimization
For energy companies managing operations across multiple locations, consolidating data centers and optimizing cloud environments can yield approximately 15% of total savings. This represents about $160M in savings in our plan to reach $1B in savings. By migrating from fragmented, on-premises systems to unified cloud platforms, companies can reduce infrastructure costs while improving data accessibility and security for both office and field personnel.
Systems and Tools Rationalization
Many energy corporations operate with dozens of disconnected systems accumulated through years of operations and acquisitions. CIOs are prioritizing consolidation by rationalizing these systems – which represents the largest savings opportunity at 35% of potential cost reduction. This amounts to about $375 million in savings for OpenText and likely even more for many companies across the energy and resources sector.
Companies can eliminate redundancies and create a unified operational view that supports better decision-making across the entire asset lifecycle and supporting business functions.
Process Improvement, Automation and AI
Asset intensive operations involve thousands of repetitive processes that are ideal candidates for automation. Our belief is that with cloud, security, and AI anything that moves, including information, can now be autonomous. By implementing intelligent process automation and AI-driven workflows, companies can achieve approximately 15% of their total savings. While freeing highly skilled workers to focus on safety and value-added activities instead of routine, and error prone tasks.
Employee Productivity and Efficiency Improvements
Facility operations across the energy and resources sector often suffer from information delays and communication challenges. Digital solutions that connect field and facility workers with real-time information and collaboration tools can drive approximately 25% of potential savings through improved workforce productivity and reduced downtime.
Cost Avoidance Through Proactive Management
Proactive management of assets and operations can help energy companies avoid approximately 10% of costs. By implementing predictive maintenance and other information management solutions, organizations can prevent costly equipment failures, operational disruptions, and safety incidents before they occur. Just as all safety accidents are preventable, so are other business challenges using information management best practices and technologies.
The Path Forward
By following OpenText’s blueprint for saving $1 billion in cost savings, companies across the entire energy and resources sector can achieve similar transformative savings while positioning themselves for sustainable growth into the future.
To learn more about how your organization can leverage OpenText solutions to achieve substantial operational savings, visit How to save $1 billion the OpenText Way and sign up for a Professional Services Workshop.
In the energy, manufacturing, and construction industries, managing vast amounts of technical documentation, ensuring compliance, and optimizing workflows are critical to maintaining operational efficiency and safety. OpenText™ Documentum™ Content Management (CM) and OpenText™ Documentum™ Content Management (CM) for Engineering have long been a trusted enterprise content management (ECM) platform for these sectors, offering robust document management, security, and scalability. Now, OpenText Documentum CM for Engineering is revolutionizing how these industries handle complex processes with the integration of generative AI capabilities through OpenText™ Content Aviator and the new AI-driven workflow insights. Let’s explore how these AI features can supercharge your operations, with specific use cases tailored to energy, manufacturing, and asset operations.
OpenText Documentum CM for Engineering: A foundation for energy, manufacturing, and construction
OpenText Documentum CM for Engineering provides a cloud-native content management platform that excels in managing technical documentation, such as engineering drawings, condition reports (CRs), and technical evaluations (TEs), while ensuring compliance with industry regulations. Its granular security, encryption, and audit trails safeguard sensitive data and manages massive data volumes securely. Its scalability—handling billions of documents— and cloud flexibility (SaaS, PaaS, IaaS, hybrid), make it ideal for global operations.
Manage complex technical documentation with OpenText Documentum Content Management for Engineering.
OpenText Content Aviator: AI-powered insights for faster decision-making
OpenText Content Aviator brings generative AI to OpenText Documentum CM and OpenText Documentum CM for Engineering, enabling conversational search, summarization, content generation, and multilingual translation. The seamless integration ensures all interactions adhere to strict security and privacy controls—data is encrypted, and responses are generated only from content users are authorized to access. This is particularly valuable in regulated industries like energy and manufacturing, where compliance is non-negotiable.
Put chat-based conversational search, content discovery, summarization, and translation right at your employees’ fingertips.
AI-driven workflow insights: Smarter processes at every step
The new AI-driven workflow insights powered by OpenText Content Aviator embeds AI into OpenText Documentum CM’s workflow engine, analyzing content at each step and presenting key data points to reviewers. This streamlines decision-making by reducing manual analysis, ensuring faster and more informed actions. OpenText Documentum CM’s workflow capabilities already offer a no-code/low-code environment with pre-built templates and features like task escalation and real-time monitoring which increased document processing by 3.5x. Now, AI enhances these workflows, making them even more efficient.
Specific use cases for energy, manufacturing, and construction
Impact review: Pinpointing affected documentation and equipment
OpenText Content Aviator can analyze updates or changes (e.g., new safety regulations or equipment upgrades) and pinpoint documentation and equipment that may be impacted. For example, in a manufacturing plant, if a new regulation affects a specific machine component, OpenText Content Aviator can identify all related drawings, procedures, and maintenance records in OpenText Documentum CM, presenting a summary to the reviewer. In an AI-driven workflow, this analysis happens at each step, ensuring that maintenance teams are immediately aware of impacted assets, reducing downtime and ensuring compliance.
Identify all related drawings, procedures, and maintenance records.
Visualization and reporting: Streamlined data in table formats
OpenText Content Aviator’s visualization and reporting capabilities allow users to generate results in table formats, which can be copied or downloaded into Excel for quick list generation. At operational facilities, a maintenance manager can query OpenText Documentum CM for a list of all equipment due for inspection, and OpenText Content Aviator will present the results in a table, including asset IDs, locations, and last inspection dates. This table can be exported to Excel, enabling rapid report generation for audits or team briefings, saving hours of manual compilation.
AI agents: Multisystem task automation with Maximo integration
Energy and manufacturing industries are extremely interested in having OpenText Content Aviator talk with other agents to complete complex, multisystem tasks, such as opening Work Orders in Maximo. For instance, during a maintenance workflow in OpenText Documentum CM for Engineering, Content Aviator can identify a need for a Work Order based on a condition report, communicate with Maximo to open the order, and update the workflow with the Work Order ID—all without manual intervention. This seamless integration reduces delays, ensuring that maintenance tasks are initiated promptly and tracked efficiently.
Condition Reports (CR): Trending and summarization
OpenText Content Aviator can evaluate Condition Reports (CRs) by trending data, pointing out references, summarizing actions taken, and highlighting other key items. In an energy plant, a safety officer can ask, “What trends are emerging from recent CRs?” OpenText Content Aviator will analyze CRs stored in OpenText Documentum CM, identify patterns (e.g., recurring equipment failures), and summarize actions taken, such as repairs or procedural updates. In an AI-driven workflow, these insights are presented at each review step, helping safety teams make data-driven decisions to mitigate risks.
Engineering: Finding untagged drawings with CAD tools
OpenText Content Aviator assists engineering teams by finding drawings that have certain parts or references not tagged in modern CAD tools. For example, in a manufacturing facility, an engineer can query OpenText Documentum CM for drawings containing a specific pump model that lacks proper tagging. OpenText Content Aviator will search the repository, identify relevant drawings, and summarize their content, highlighting untagged references. In an AI-driven workflow, this analysis can trigger a review step, ensuring that engineering teams update drawings to meet current standards, improving asset traceability.
Procedures: Summarizing and guiding tasks
OpenText Content Aviator excels at getting procedure summaries and answering how-to questions based on procedures, such as dispositioning a CR or performing maintenance tasks. In an energy plant, a technician can ask, “How do I disposition a CR for a turbine failure?” OpenText Content Aviator will summarize the relevant procedure in OpenText Documentum CM, providing step-by-step guidance. In an AI-driven workflow, this summary is presented at the disposition step, ensuring the technician follows the correct process, reducing errors and ensuring compliance with safety protocols.
Technical Evaluations (TE): Querying status and results
OpenText Content Aviator can answer general queries around Technical Evaluations (TEs), such as “Is a TE closed?” or “What were the results of the TE?” In asset operations, a reliability engineer can ask, “What was the outcome of the TE on our compressor system?” OpenText Content Aviator will search OpenText Documentum CM, confirm the TE’s status (e.g., closed), and summarize its findings, such as recommended maintenance actions. In an AI-driven workflow, this information is provided at the review step, enabling engineers to make informed decisions about asset maintenance without manual searching.
Fault tree analysis: Explaining and discussing fault trees
OpenText Content Aviator can assist with Fault Tree Analysis by analyzing, explaining, and discussing fault trees stored in OpenText Documentum CM. For example, in an energy plant, a risk analyst can ask, “Explain the fault tree for our power grid failure.” OpenText Content Aviator will break down the fault tree, highlighting key failure points and their probabilities, and provide a conversational explanation. In an AI-driven workflow, this analysis can be presented during a risk assessment step, helping teams understand potential failure modes and prioritize mitigation strategies.
Conclusion: Empowering energy, manufacturing, and construction with AI
OpenText Documentum Content Management for Engineering, enhanced with OpenText Content Aviator and the new AI-driven workflow, offers transformative generative AI capabilities for the energy, manufacturing, and asset operations industries. From pinpointing impacted documentation during an impact review to automating Work Orders in Maximo, summarizing CRs, and explaining fault trees, these AI features streamline processes, enhance decision-making, and ensure compliance. OpenText Documentum Content Management’s robust security, scalability, and integrations—combined with AI-driven workflow insights—make it an ideal solution for managing complex technical content.
Ready to see AI content management in action? Take OpenText Content Aviator for a test drive today and see firsthand how AI-driven workflow insights can unlock your organization’s potential.
Imagine you’ve found the perfect opportunity with a new customer. Discussions seem promising, you’re practically shaking hands on the deal, and they drop the question: “Are you EDI (electronic data interchange capable?” Suddenly, having an EDI strategy —a vague concept just moments ago— becomes mission critical.
This scenario is incredibly common. If it isn’t that, it could be a merger or acquisition demanding system integration, growth initiatives necessitating rapid partner connections, your legacy software hitting end-of-life, or even the retirement of the one person who knows your systems inside and out. The trigger can vary, but I find the last-minute scramble to get an EDI solution up and running, to be a recurring theme.
It’s understandable that these sudden EDI mandates create anxiety, and I see that firsthand in the questions businesses ask us, as we begin scoping their EDI strategy projects. I’ve heard everything from “Will we have transaction visibility?” and “How quickly can we get this EDI solution up and running?” to the frequently asked “Can you integrate into our existing environment, like a plug-and-play?”
This blog aims to demystify EDI, drawing on my experiences with our customers, as an Account Development Executive at OpenText Business Network.
5 Signs you need to update your EDI strategy
Is it time to update your EDI strategy? Look for these telling signs:
1. Aging systems
Just the other day, I met with the CTO of a manufacturing company facing a major hurdle: their on-prem infrastructure had become a leaky bucket, making outsourcing EDI their only way to plug the resource drain.
Customers are often tied to in-house systems that, despite past customization, now limits their ability to adapt to the rapidly changing B2B integration landscape. This is exactly the kind of challenge an experienced EDI vendor is equipped to handle. We can swiftly grasp the complexities of your systems and leverage our proven expertise, shortening your learning curve and ensuring a smoother transition.
Key takeaway: Don’t divert valuable time and resources away from your core business and wait for inefficiencies to creep in so deep.
Ecolab precisely illustrates this challenge. The complexity and high costs of their in-house EDI solutions became a significant business impediment, ultimately leading them to seek our expertise.
2. Global expansion
Businesses can no longer afford to ignore the global marketplace. But scaling globally means diving headfirst into a vortex of complex B2B information flow—borders, time zones, languages, and the ever-shifting sands of trade mandates. Recent tariffs have turned this challenge into a fight for survival, demanding rapid partner onboarding and a trading partner matrix that bends, not breaks.
This reminds me of a European apparel company that was looking to strengthen their relationships with US retail giants. They came seeking our expertise and existing relationships with Nordstrom and Macys among other giant retailers of the world, to solidify their operations. Now, flip that scenario. US companies grappling with EU cross-border trade and e-invoicing mandates? It’s a whole different beast. I’ve personally witnessed how the B2B complexity multiplies, turning simple EDI transactions into a logistical nightmare.
Key takeaway: Don’t burden your local team with global complexity. Instead, tap into an EDI vendor with a proven global network, a network your potential partners are likely already plugged into.
Let me tell you about an F&B company I met with, that was knee-deep in an ERP migration project. The IT Director was convinced the new ERP would be a game-changer. But, as they say, the devil is in the details. The first hurdle? B2B integration.
Turns out, there were about 10 different touchpoints, one of which was EDI, that needed seamless data flow into and out of the ERP. Weeks turned into months, as they swept through data, scattered across systems like confetti after a parade. The SI finally reached out to us, their EDI vendor, to help map out their ecosystem.
We make EDI integration remarkably straightforward with pre-built adapters for SAP, Dynamics 365, NetSuite, and practically any major ERP out there. Whether it’s a full migration, a version upgrade, or simply automating processes with ERP integration, our experience shows the smoothest projects bring us in early, making sure EDI doesn’t become a last-minute headache.
To illustrate the difference: integrated ERP-EDI systems pave a smooth, predictable path to effective trading partner collaboration, clear supply chain visibility, and minimal disruptions. In stark contrast, manual data entry is like trying to navigate rush hour with a map drawn on a napkin, while your trading partners are constantly changing the route, and every wrong turn hits you with a hefty penalty.
Key takeaway: Bring in EDI experts early. Ultimately, it’s an ROI question: is it more profitable to constantly address ASN nightmares, or invest in a solution that eliminates errors from the start?
I’ll never forget this interesting conversation I had with the newly appointed IT manager at an automotive company – he inherited a system that was, shall we say, creatively assembled. At that point, an EDI strategy was practically non-existent as the EDI setup was a spaghetti mess of legacy systems, manual workarounds, and enough spreadsheets to wallpaper a warehouse.
The evident shortcomings of the handover process (or rather the lack thereof) were immediately apparent, as our initial conversations were entirely dedicated to basic system familiarization. It naturally progressed into a vendor consolidation project for their VANs and EDI translation software, a common scenario we see.
We are well-versed with the expectations for new IT managers, Directors or VPs to deliver process efficiencies and cost-savings. Successful implementation of such initiatives often hinges on EDI modernization, which drives automation. A strategic project like that could help achieve both immediate and long-term IT efficiency goals.
Key takeaway: Don’t settle for duct-tape solutions. Strategic EDI investment in a future-proofed EDI system is a more visionary and sustainable approach than perpetually mending a patchwork quilt of outdated systems.
No lawyers involved (yet!), but the frustration a retail supplier I met felt, when their EDI support went MIA, might explain the title. For years, they relied on a seemingly adequate EDI vendor: transactions flowed, orders processed, invoices exchanged.
However, critical support incidents—trading partner connection failure, mapping errors, or a compliance hiccup— revealed an agonizing reality. Their IT team, already stretched thin, would spend hours on hold, wading through endless support tickets, and receiving vague, delayed responses. The true cost became apparent during a peak season, with significant ASN chargebacks and strained trading partner relationships.
Sadly, it’s a pattern I’ve observed repeatedly: the initial cost savings of a seemingly ‘good deal’ often masks a support nightmare, exacerbated by the painful and time-consuming prospect of migrating to a new EDI vendor.
Key takeaway: Don’t let poor support sabotage your operations. When those initial ‘savings’ are consistently eroded by costly chargebacks and countless wasted IT hours, the question inevitably arises: at what point does rational decision-making override the sunk-cost fallacy?
We understand this critical need for reliability, which is why our robust Service-Level Agreements and proactive support teams demonstrate our deep commitment to providing a stable and dependable platform.
While an EDI strategy project might appear daunting, the true complexity lies in managing the consequences of broken processes. Partnering with a reliable EDI provider can take the stress out of the project.
We believe in building strong partnerships and providing the service you deserve. If you’re ready to move away from reactive fixes and towards a stable, efficient platform, I encourage you to explore our easy EDI integration solutions and get in touch.
Let’s talk about your unique EDI requirements and how we can help.
Modern insurers are handling more content than ever before—from accident photos and correspondence to policy applications and inspection reports. The challenge isn’t just storing all of this critical documentation. It’s empowering your claims adjusters, underwriters, and customer service representatives to use it effectively, at speed, and in context. Even with robust policy and claims systems like Guidewire in place, disconnected content continues to slow down decisions, increase costs, and expose organizations to compliance risks.
That’s where OpenText™ Content Management for Guidewire comes in. By bringing enterprise content management directly into the systems you use every day, like PolicyCenter and ClaimCenter, you can eliminate silos, accelerate outcomes, and strengthen compliance while building better relationships with your policyholders.
Access claims and policy content in the flow of work
With seamless, UI-level integration between Guidewire and OpenText Content Management—powered by Ready for Guidewire validated accelerators for both ClaimCenter and PolicyCenter—underwriters, claims adjusters, and customer service teams gain immediate access to the content they need, right within their familiar applications. No switching tabs, no hunting down documents.
Easily access all related content, data, people and tasks directly within the Guidewire interface.
Real-time synchronization ensures that every document is automatically tagged and aligned with the right policy, claim, or customer. As a result, your teams gain full context at every step of the insurance lifecycle, helping them act faster and with greater confidence.
Because the integration is embedded directly into the familiar Guidewire interface, users don’t have to learn a new system or workflow. Content management becomes a natural extension of their daily tasks—no training cycles, no change management delays. This intuitive experience drives faster adoption and keeps your workforce focused on delivering results, not navigating tools.
A centralized platform for smarter, safer content
All content uploaded through Guidewire is stored securely in OpenText Content Management, eliminating scattered storage solutions and enabling seamless content access across departments and systems, including Salesforce®, Microsoft® 365, and SAP®.
Working from a single source of truth, teams always access the most current and accurate version of every document. No more emailing attachments or searching through outdated folders. Everyone sees the same content, updated in real time. This not only reduces the risk of error but also streamlines collaboration and accelerates decisions across policy and claims processes.
With precise, role-based permissions, enterprise content management tools give you full control over who sees what, supporting both governance and audit-readiness. From underwriting to claims resolution, teams can collaborate securely while maintaining full compliance with industry regulations.
Bring AI-powered efficiency to your team
What if every knowledge worker had an AI content assistant? OpenText Content Aviator enhances content-driven work in Guidewire by delivering intelligent assistance for high-volume, high-value tasks. Whether it’s summarizing lengthy claim files, comparing policy versions, or generating outbound correspondence, your teams can rely on AI to work smarter, not harder.
Empower users with an AI content assistant directly within Guidewire.
For knowledge workers managing dozens or even hundreds of cases, this means more time spent on strategic decisions and customer engagement, and less on routine tasks and manual searches.
Built for insurance. Ready for transformation.
OpenText offers a full suite of content management solutions that support the entire insurance lifecycle—from onboarding and servicing to renewal and archiving. By leveraging AI-ready, scalable information management, insurers can streamline operations, modernize content-centric workflows, and deliver more connected, responsive customer experiences, all without leaving Guidewire.
To learn more about how OpenText Content Management for Guidewire can help your organization reduce risk, improve efficiency, and deliver faster decisions, visit our listings on the Guidewire Marketplace.
OpenText™ Process Automation (AppWorks™) is a low-code development platform for building smart, engaging, easy-to-deploy process automation and dynamic case management applications. It empowers everyday users to quickly automate critical business processes while offering deep integrations into leading ECM platforms to harness the power of enterprise content for improved process efficiency.
April 2025: What’s new in OpenText Process Automation CE 25.2
OpenText Process Automation 25.2 introduces updates for improved agility, streamlining both solution development and deployment experiences.
Elevated experience for solution builders: Developer Aviator, an AI-powered development feature, was initially designed to empower business users to generate apps. Now, it’s enhanced to allow professional developers to create artifacts within existing applications. Additionally, all solution builders can use Developer Aviator to generate email templates, streamlining processes and reducing development time. For pro-code development, developers have flexibility to use their preferred Integrated Development Environment (IDE).
Optimized deployment with DevOps Console: Deploying applications has been a manual, time-consuming process, requiring users to download, re-upload, and deploy packages for each environment. Public cloud customers have relied on cloud ops teams to manage deployments.
A new feature, DevOps console, is a self-service tool that allows relevant users to deploy no-code applications across environments through policy-driven pipelines. This feature streamlines the deployment experience while maintaining high security standards and boosts operational efficiency.
Feb 2025: What’s new in OpenText Process Automation CE 25.1
OpenText Process Automation CE 25.1 introduces updates designed to streamline the solution-building experience, making it more efficient and intuitive.
Efficient solution-building experience
Assign multiple actions to a single rule: Solution builders can now add multiple actions to a single rule, allowing up to 20 actions per rule. Users can define a global condition at the rule level and each action can also have a condition. This flexibility enables efficient solution design, allowing a single rule to incorporate complex business logic.
For an intuitive experience, event-based rules are now split into separate front-end and back-end rule types respectively.
Custom message for mandatory form fields:For a seamless user experience, solution builders can add relevant validation or custom messages for mandatory fields in a form.
Enhanced RPA integration in a business process: Easily enhance RPA integration within your business processes with the new out-of-the-box RPA activity. This feature allows workflows to connect with an RPA process, execute tasks, and retrieve data from the RPA process. The RPA activity in a business process uses the RPA service to connect to the configured RPA vendor.
Nov 2024: What’s new in OpenText Process Automation CE 24.4
OpenText Process Automation CE 24.4 introduces exciting updates that streamline the experience for knowledge workers and solution builders, making process automation smoother and more intuitive.
OpenText™ AppWorks™ is now OpenText™ Process Automation
We are simplifying our portfolio and renaming our products to make it easier for you to understand and find our solutions. Starting November 1, we will transition to a more cohesive approach, using descriptive names that clearly highlight our offerings, and the pain points they solve. This change will not only clarify our products but also enhance your experience and make it simpler to explore the solutions that deliver against your business needs.
Optimized process automation experience
In-App Notifications: No more checking emails for status updates! Knowledge workers will now receive in-app push notifications for important events like task assignments or new cases. Solution builders can customize which events trigger notifications, ensuring the right alerts reach the right people.
Never miss a thing with in-app notifications
Case-Insensitive Search: Searching just got easier! Users can now perform case-insensitive searches across all columns, regardless of database settings. This capability ensures accurate, consistent and relevant results without worrying about capitalization.
Productive solution development experience
Modern Development Application: This new single-page app, accessible via a standalone URL and separate from the general admin UI, provides a streamlined interface for an efficient solution-building experience. With simplified navigation, easy access to development tools, and bookmarking options, solution builders, including business users, citizen developers, and professional developers, can boost productivity and work more efficiently.
Simplify solution building with a modern experience
Empower your administrators with targeted alerts
System alerts: With this capability, administrators can ensure relevant communication through tailored alerts. Administrators can configure system alerts to notify all users of critical system updates, while application alerts reach only the users of relevant applications. This targeted approach enables administrators to streamline communication, ensuring important updates reach the right audience.
Elevate system reliability through tailored alerts
July 2024: What’s new in OpenText AppWorks Platform CE 24.3
AppWorks CE 24.3 represents a major advancement in process automation application development, thanks to its use of AI to empower business users to quickly design their own process applications. The latest version also includes enhancements including a new integration with AI-powered SaaS cloud content management, and flexible options for solutions builders to further enhance their applications.
Introducing Developer Aviator: An AI-powered feature for expedited app development
Developer Aviator, powered by AI, enables business users to create a variety of basic applications without extensive knowledge of AppWorks or process modeling. These applications can encompass data models, business processes, role-based access control, and content management. Developer Aviator offers three straightforward options for generating applications for process automation:
Text instructions: Enter a series of simple text instructions at the prompt
Templates: Configure ready-made templates tailored for standard processes
Excel file: Import a Microsoft™ Excel™ file of a process previously tracked by spreadsheet, enhancing security and governance
Once Developer Aviator has created the basic application, solution builders can use the low-code tool to further customize the application, incorporating business rules, system integrations, and other attributes to meet specific process requirements.
Developer Aviator accelerates time-to-value by reducing dependency on IT or professional developers for basic app creation, enhancing agility to adapt to changing organizational needs. Users can share projects with professional developers to collaborate and add custom code, scaling the project as necessary.
Administrators can leverage AppWorks’ governance features to manage business users and oversee app generation, preventing the sprawl of applications within the organization.
Watch Developer Aviator in action
AppWorks and Core Content integration: An efficient solution for complex workflows
The integration of AppWorks with OpenText™ Core Content offers an efficient and flexible approach to automating complex workflows while easily managing process-centric content. As a SaaS solution, Core Content offers the agility and flexibility to quickly address content needs for new line-of-business, department, and industry use cases with minimal IT involvement. Core Content seamlessly integrates with crucial business tools, including SAP, Salesforce, Google Workspace, and Microsoft, ensuring the easy availability of process information to stakeholders and preventing data proliferation.
Like other OpenText content management platforms, Core Content uses business workspaces to manage documents. These workspaces are created and updated based on events. When an application builder creates a workspace in AppWorks for a process, this seamless integration automatically makes that same workspace available in Core Content. Additionally, when a user uploads a new document to that workspace in Core Content, the corresponding workspace in AppWorks is automatically updated to expose the same document. This synchronization ensures all users have a complete and consistent view of process-related content, no matter which application interface they are using.
Access Core Content’s workspace within AppWorks
Enhancements for an improved development experience
Modern development application: AppWorks CE 24.3 introduces an improved single-page application designed especially for citizen developers to build low-code applications. This application features a user-friendly interface facilitating quicker application development, easier access and navigation, and the ability to bookmark essential development artifacts. This feature is currently available for solution builders using Developer Aviator for app generation.
File Connector: In AppWorks CE 24.3 File Connector has matured from a community connector with limited support to a fully supported AppWorks product feature. File Connector allows process applications to interact with files on a computer, enabling activities such as reading, writing, copying, moving, and deleting files.
Page redirection on task actions: Solution builders can configure rules to redirect a page upon task completion. Page redirection can be configured to go to a previous location, to a specific URL, or to a home page.
April 2024: What’s new in OpenText AppWorks Platform CE 24.2
The AppWorks team is pleased to introduce an array of features for both solution builders and users, to enhance productivity, accelerate time to value, and improve user experience.
Data deletion framework: Using this framework, solution builders can set policies for deleting large volumes of outdated transactional data. Strengthen data governance by scheduling deletions on a daily, weekly, or monthly basis, previewing the impact, and adjusting as needed. Remaining focused on current tasks while historic data is being deleted in the background, ensures a lean, secure, and compliant application, thereby minimizing the risk of data breaches.
Data Deletion Framework
Mark a record read/unread: Prioritize tasks by marking records as unread and revisiting them later. Enable this configuration at the design-time for the ability to mark a record read/unread and identify higher priority items in a glance. This feature is enabled by default for the tasks in inbox.
Mark a record as read/unread
Multi-level sorting: Retrieve desired information quickly from a results list with multi-level sorting. While sorting out data in a list, select multiple columns and then arrange sorted items in a logical order to gather required information.
Sort on multiple columns
January 2024: What’s new in OpenText AppWorks Platform CE 24.1
AppWorks now provides a generic AI Connector Service that enables customers to integrate popular AI platforms such as OpenAI or Google Bard within AppWorks business processes. A new ‘AI task’ activity has been added to business process modeling to allow solution builders to use the AI Connector Service to send prompts to configure generative AI models and capture their responses. The prompts can be modified to receive improvised responses.
Add intelligence to processes to:
Analyze publicly available information to facilitate better decision making – for example in wealth management or vendor onboarding
Automate case routing based on sentiment analysis of an incoming request – for example to improve handling of citizen service requests
Provide customers with automated updates on case progression
Translate content for outbound communications
Pull current FX rates or other data
And more…
The enhanced AppWorks Platform CE 24.1 offers flexible task rejection options. Using the Dynamic Workflow Reject Task Action, a user can choose to either simply reject the task and end the workflow or reject the task and assign to a relevant persona.
The default option for the Dynamic Workflow Reject Action is reject the task and assign to the workflow initiator.
Options for the Dynamic Workflow Reject Action
Send email updates to as many recipients as relevant for the process with the revised email template where the recipient fields, including To, Cc, Bcc can now accommodate unlimited email addresses.
Email template expression editor
October 2023: What’s new in OpenText AppWorks CE 23.4
AppWorks excels at helping organizations quickly create applications to automate complex, end-to-end business processes, however there are often repetitive, high-volume human-centric tasks within those processes that are time-consuming and error prone. To address these types of tasks, AppWorks Cloud Edition (CE) 23.4 adds robotic process automation (RPA) capabilities via integration with OpenText™ Operations Orchestration, allowing organizations to further enhance their process automation applications by creating and using software robots that mimic screen-based human actions to perform routine tasks such as logging into various applications, filling out forms, and collecting, manipulating, or merging data from multiple sources including legacy systems.
Increase agility using RPA to automate mundane, repetitive tasks.
This release also delivers enhancements to the dynamic workflow feature in AppWorks, including support for pushing notifications for specific tasks, as well as improvements to both the user experience and APIs.
For OpenText™ Contract Center, we’ve enhanced the obligations tracker so that users can more easily track their contractual obligations through to closure, including the addition of task notifications that can eliminate the need for manual reminders and reduce the risk of forgetting about or missing a deadline.
Quickly create notifications to effectively track contractual obligations.
July 2023: What’s new in OpenText AppWorks CE 23.3
Recent enhancements provide users with the ability to attach user-generated documents or files when sending an email, i.e., invoices or quotes, as well as the ability to attach documents or files from content management systems such as OpenText™ Extended ECM, OpenText™ Documentum™, OpenText™ AppEnhancer, etc., which was previously supported. This new capability ensures that all attachments are archived along with the email, regardless of the attachments’ origin.
Additionally, the user experience has been further enhanced by enabling users to more easily manage email templates directly from the AppWorks home screen and refine search criteria when working with a global email address book.
For OpenText™ Contract Center, recent enhancements allow business users to create and save charts and reports in the application without assistance from an application administrator.
Easily manage email templates directly from the AppWorks home screen.
April 2023: What’s new in OpenText AppWorks CE 23.2
In AppWorks Cloud Edition (CE) 23.2, recent enhancements include integration with OpenText™ Core Signature to provide secure, enterprise-grade, digital signature capabilities for signing quotes, contracts and other documents in a fast, compliant and hassle-free way. This release also includes enhancements for email templates, enabling users to create and modify email templates directly from the AppWorks home screen, as well as enhanced integration with OpenText™ Intelligent Viewing, a cloud-first universal file viewing solution that allows users to view, compare, search, highlight, redact, annotate and publish documents.
OpenText™ Contract Center now includes support for OpenText™ Documentum™, as well as advanced search capabilities and the ability to customize and configure the user dashboard, including default layouts based on roles. Users can now add, remove, and/or rename tiles, update tiles with a new list, and expand or collapse tiles as desired.
February 2023: What’s new in OpenText AppWorks CE 23.1
This release includes enhancements to the ‘Deadline’ and ‘Notification’ building blocks to support the configuration of complex escalation/notification rules on tasks. It also introduces pre-defined list filters which can work alongside end-user defined filters, plus shortcuts that streamline navigation between items.
This release also features several enhancements to OpenText™ Contract Center, including configurable data-entry forms for each organization and contract type, global contract search, the ability to save and re-use search criteria, and options to preview and export search results and link related workspaces, i.e., vendor, customer, etc.
October 2022: What’s new in OpenText AppWorks CE 22.4
Enhancements in AppWorks Cloud Edition (CE) 22.4 include support for Git, GitHub and GitLab, improved audit capabilities, easier navigation from lists, user-enabled dynamic workflows that can reduce the burden on developers, dynamic layouts that use rules to hide information and ensure data privacy, and a low-code EIS Connector that allows consumption of REST APIs without the need to write code.
August 2022: What’s new in OpenText AppWorks CE 22.3
Recent enhancements give developers more control over UI responsiveness and how users are able to interact with items presented in a grid view. Additionally, the user profile page has been updated to provide an option to select a preferred locale for the user interface, and further enhancements to integration with OpenText™ Documentum™ gives users more control when versioning and renaming documents from AppWorks applications.
June 2022: What’s new in OpenText AppWorks CE 22.2
Recent enhancements include a new interactive report view for lists that allows end users to gain insight into their data, enhanced integrations with OpenText™ Documentum™ and OpenText™ AppEnhancer™ (formerly OpenText™ ApplicationXtender) and a new user profile feature that allows application users to update their profile image and manage up to five email signatures in their user profile, including a default signature.
Enhancements to the contract obligations feature in OpenText™ Contract Center further increase efficiency by allowing users to set timers for contractual commitments and add escalation instructions to provide additional clarity. Also, contract authors now have the option to add custom rules at the clause level of a contract, improving productivity and enhancing the authoring experience.
Save time and improve the user experience with a new interactive report view for lists.
February 2021: What’s new in OpenText AppWorks Cloud CE 22.1
In Cloud Edition (CE) 22.1, new REST APIs for integrating AppWorks’ task management and business workspace with other systems provide a modern approach to integration – one that performs well, is highly scalable, simple, and easy to modify and extend. In addition, improved error handling capabilities make it easier for a caseworker to recognize and correct mistakes and exceptions.
For OpenText™ Contract Center, a new Obligation Management feature allows contractual obligations to be defined, managed and tracked, increasing staff efficiency and ensuring commitments are visible and appropriately managed. Additional personalization options offer users greater control over email notifications, and an enhanced UI provides more space on the screen, making it easier to find relevant contract details.
Define, manage and track contractual obligations for greater insight and visibility.
Enhancements include the ability for users to save filters for reuse, a streamlined UI for faster performance and a refreshed layout for case histories with business-friendly messages that provide a holistic view of a case. In OpenText™ Contract Center, CE 21.4 enables business analysts to add attributes on their own.
Additional AppWorks Case Accelerator enhancements help developers get a head start on building applications, and a new JavaScript API for the AppWorks client simplifies customizations. The API allows your custom code to embed seamlessly into the end-user experience.
In February 2025, Bybit, a major cryptocurrency exchange, suffered one of the largest heists in digital finance history. Hackers stole $1.5 billion in Ethereum by exploiting security. While this attack was external, the financial services industry faces an even greater threat—insider-driven breaches.
In recent months, malicious insiders have been caught selling confidential bank client data, leaving customers vulnerable to fraud and identity theft. Even government institutions aren’t safe, as seen in the CFPB breach where an ex-employee illegally transferred the personal data of over 250,000 consumers.
Insider threats: a growing concern
Unlike external cyberattacks, insider threats are harder to detect because they come from employees or contractors who already have access to sensitive systems. According to Verizon’s 2023 Data Breach Investigations Report, insider threats now account for three out of every four data breaches.
The financial sector is particularly vulnerable:
The average data breach cost in financial services rose to $6.08 million in 2024, up from $5.90 million the previous year (Statista, Cost of data breaches in financial industry worldwide, 2024).
64% of financial firms have more than 1,000 sensitive files accessible to every employee (Varonis, 82 Must-Know Data Breach Statistics, 2024).
Cybersecurity talent shortages have hit a record 4.8 million unfilled positions, weakening financial institutions’ ability to detect insider threats (ISC2, Growth of Cybersecurity Workforce Slows in 2024 as Economic Uncertainty Persists, 2024).
With features like unsupervised machine learning-based anomaly detection, behavioral risk scoring, and seamless integration with Microsoft Defender for Endpoint, Microsoft Entra ID, and Microsoft Copilot, OpenText helps financial organizations automate threat hunting and detect insider and other elusive threats in days instead of months, reducing the cost and damage of breaches.
Don’t wait for the next breach
The stakes have never been higher. Whether it’s billion-dollar crypto heists or employees leaking sensitive data, financial institutions must act now. We’ve got you covered with our latest guide to AI-powered threat detection and response in the financial services industry. Learn how you can elevate your organization’s defense against unknown threats posing some of the biggest cybersecurity challenges.
In today’s data-driven world, managing enterprise content efficiently while ensuring compliance and security is a top priority for organizations. OpenText™ Documentum™ Content Management (CM) has long been a trusted enterprise content management (ECM) platform, offering robust capabilities to handle vast amounts of content with precision. Now, with the introduction of OpenText Documentum CM’s AI-driven workflow insights powered by OpenText™ Content Aviator, customers can take their business processes to new heights. This innovative feature integrates AI directly into workflows, providing actionable insights at every step to streamline decision-making. Let’s explore how this new capability, alongside OpenText Documentum CM’s existing strengths, can supercharge your information ecosystem.
Supercharge workflows with generative AI
OpenText Documentum CM CE 25.2 includes new AI-enabled workflow insights technology that will revolutionize the way reviewers interact with content at every step of the workflow process. OpenText Documentum CM’s workflow capabilities have always been a strength, offering a configurable environment with pre-built templates (e.g., 20+ for life sciences) and advanced features like task escalation, and real-time monitoring. The new AI-driven workflow insights powered by OpenText Content Aviator takes this to the next level by embedding AI content management directly into each step of the workflow process. At every stage, an AI content assistant analyzes the content, extracts key data points, presents pre-defined insights and answers real-time questions from reviewers, enabling faster, more informed decision-making.
This AI integration not only enhances productivity but also maintains OpenText Documentum CM’s commitment to security and compliance. OpenText Content Aviator adheres to ACLs, ensuring reviewers only see authorized data, and its privacy-first approach means no customer data is used to train LLMs. Additionally, the AI can generate summaries, reports, or even draft communications (e.g., emails to stakeholders) at each workflow step, further enhancing productivity. For industries like Logistics and Transportation, Air France KLM could use this feature to summarize invoice statuses at each approval stage, reducing payment times even further.
Conclusion: Transform your information ecosystem using OpenText Documentum CM with OpenText Content Aviator
OpenText Documentum CM’s AI-driven workflow insights offer a transformative solution for managing your information ecosystem. From streamlined document management and ironclad security to scalable cloud deployments, AI-powered insights, and seamless integrations, OpenText Documentum CM empowers organizations to operate efficiently and compliantly. The new AI-driven workflow insights feature takes this a step further by providing actionable insights at every step, enabling faster, data-driven decisions, as seen in potential applications for customers like Tata Power Delhi and Open Grid Europe.
Whether you’re a global enterprise managing billions of documents or a regulated industry ensuring compliance, OpenText Documentum CM’s AI-driven workflow insights powered by OpenText Content Aviator can supercharge your processes. Ready to revolutionize your ECM strategy? Take OpenText Content Aviator for a test drive.
