More Related Content Similar to Document Presentment by OpenText (20) Document Presentment by OpenText6. OpenText Confidential. ©2016 All Rights Reserved. 6
The Digital Content Platform manages the
unstructured world of the Digital core …
Digital Content Platform
The Digital Core
7. OpenText Confidential. ©2016 All Rights Reserved. 7
… in todays hyperconnected world of data,
processes and content
Digital Content Platform
The Digital Core
8. OpenText Confidential. ©2016 All Rights Reserved. 8
The Digital Core
… that comes in many forms, …
OpenText
Trading Grid and
EDI
Fax and
Invoices
Email and
Mobile
E-Forms and
hand written
Digital Content Platform
9. OpenText Confidential. ©2016 All Rights Reserved. 9
… supports multiple business areas …
Workforce
Assets Suppliers
Customers
The Digital Core
Digital Content Platform
10. OpenText Confidential. ©2016 All Rights Reserved. 10
… and requires unique digitization and
connections …
Workforce
Assets Suppliers
Customers
The Digital Core
Digital Content Platform
11. OpenText Confidential. ©2016 All Rights Reserved. 11
… because content is often generated as well
as digitized.
Workforce
Assets Suppliers
Customers
The Digital Core
Digital Content Platform
12. OpenText Confidential. ©2016 All Rights Reserved. 12
The Digital Content Platform manages the
unstructured world of the Digital core
Digital Content Platform
The Digital Core
13. OpenText Confidential. ©2016 All Rights Reserved. 13
Document Presentment streamlines and automates
content generation
Document Presentment for SAP
16. OpenText Confidential. ©2016 All Rights Reserved. 16
1 2 3
Financial
Statements and
other
Correspondence
Generation of
documents from
any SAP
Business Object
in xECM
SuccessFactors
communication
17. OpenText Confidential. ©2016 All Rights Reserved. 17
1
Barriers to
engaging
Financial Services
Correspondence
Challenges
Ÿ Un-Engaging Bland Content
Ÿ Data held in multiple
disconnected repositories
Ÿ Inability to target and personalize
Ÿ Wasted opportunity for customer
marketing
Ÿ Statement templates take weeks
of development to modify
Ÿ Inability to react to competitive
marketing
18. OpenText Confidential. ©2016 All Rights Reserved. 18
1
Fully engaged
Online - Financial
Services
interactive
Correspondence
Outcome
Ÿ Consolidation of many data
sources
Ÿ On demand generation with real-
time, interactive data.
Ÿ Targeted functional applications.
Ÿ Embedded rich media including
video advertising
Ÿ Targeted offers including 3rd Party
promotions
Ÿ Update templates in hours not
days to stay ahead of the
competition
19. OpenText Confidential. ©2016 All Rights Reserved. 19
1
Fully engaged
Offline - Financial
Services
printed
Correspondence
Outcome
Ÿ Consolidation of many data
sources
Ÿ Utilize whitespace more
effectively
Ÿ Reduce costs by removing
inserts from print runs, target
directly on the content
Ÿ Target specific offers, call to
actions on potentially the only
channel to communicate with
the customer
20. OpenText Confidential. ©2016 All Rights Reserved. 20
2
Workforce letter
generation from
SuccessFactors
Automated letter generation
from SuccessFactors
Ÿ Generation of Employee letters such
as statements, reviews, offers and
general correspondence
Ÿ Automate manual tasks to reduce
time and effort
Ÿ Employee correspondence can
include multi-page documents (e.g.
benefits packages).
Ÿ Automatically deliver as email, pdf,
printed letter
21. OpenText Confidential. ©2016 All Rights Reserved. 21
3
Generation of
documents from
any SAP
Business Object
in xECM
Ad-hoc generation from
xECM
• Leverage existing MDG Data
• Eliminate manual involvement
that introduces errors and
can cause delays
• On-Time delivery of content
• Synchronize document and
supply chain processes
• Integrated into SAP UI’s
22. OpenText Confidential. ©2016 All Rights Reserved. 22
OpenText Document Presentment for
SAP
Provides measurable performance
benefits and cost savings
23. OpenText Confidential. ©2016 All Rights Reserved. 23
“Document change request
turnaround decreased from 1-2
weeks to less than 24hr”
“Our customer turnover rate was
reduced from 25% to under
5%”
“We reduced mailing and
distribution costs by 50% per
document”
“We saved €2.5M annually
optimizing the account opening
process alone”
“Consume to cash process was
shortened to 2-3 days,
which had a huge impact on
revolving credit”
“Over the first 12 months we
estimated savings to be $2M
on label printing costs”
Benefits and Cost Savings
24. OpenText Confidential. ©2016 All Rights Reserved. 24
Document Composition
Document
Compose
• Connect Business
Data from any Source
including SAP CRM,
ERP, Success
Factors, LOB
Applications
• Best in class
document design tool.
• Allows real-time
changes by Business
Users
CRM
ERP
SCM
Legacy
PI
ECM
Re-use and re-purpose
existing content
SmartForms, XSF data
Pre-formatted: OTF/ABAP
List, PDF
Raw data: RDI, XSF, XFP
IDoc, OTF
IDoc, XML/WebServices
XML, CSV, JDBC, JMS
25. OpenText Confidential. ©2016 All Rights Reserved. 25
• Apply business rules
for messages and
content, depending
on the characteristics
of the recipient.
• Preview in real time
• Advanced markup,
hyperlinks,
• Integrated to Digital
Asset Management
for SAP
• Store in xECM for
Archive purposes
Document
Generate
Document Generation
26. OpenText Confidential. ©2016 All Rights Reserved. 26
Document Delivery
The Digital Core
Digital Content Platform
Workforce
Assets and
IoT
Suppliers
Customers
Document
Distribute
• Common Output
process used
regardless of
distribution channel
• Distribute to any
channel including
print, email, e-
document, browser,
sms, tablet, in-store
kiosk, XML for data
transfer, interactive
forms, campaign,
workforce …
27. OpenText Confidential. ©2016 All Rights Reserved. 27
Document Presentment by OpenText
Document
Distribute
• Common Output
process used
regardless of
distribution channel
• Distribute to any
channel including
print, email, e-
document, browser,
sms, tablet, in-store
kiosk, XML for data
transfer, interactive
forms, campaign,
workforce …
Document
Consolidate
• Consolidate individual
documents into
document packs
• Can be run
interactively to select
the appropriate
documents for each
pack
• Apply business rules
for messages and
content, depending
on the
characteristics of the
recipient.
• Preview in real time
• Advanced markup,
hyperlinks, OMR
codes fully
supported
• Integrated to Digital
Asset Management
for SAP
Document
Generate
Document
Compose
• Connect Business
Data from any
Source including
SAP CRM, ERP,
Success Factors,
LOB Applications
• Best in class
document design
tool.
• Allows real-time
changes by
Business Users
28. OpenText Confidential. ©2016 All Rights Reserved. 28
Document presentment can be used for many
types of content generation …
Asset Employee FinanceProduct CustomerSupplier
• Purchase Orders
• Contracts
• Correspondence
• Complex Quotes
• Multi part
documentation
• Product
Enquiries
• Transport
Documentation
• Product Catalogs
• Product
Information
• Newsletters
• Interactive
Marketing Forms
• Campaign
materials
• Recalls
• Usage Guides
• Installation
Guides
• Scheduled
Maintenance
Notifications
• Labelling
• Work Orders
• Correspondence
• MSDS
• Payslips
• Tax documents
• Employee
Notifications and
rewards
• Contracts
• General
Correspondence
• Newsletters
• Invoices
• Credit Notes
• Contracts
• Correspondence
• *Hybris Digital
Documents
• Bills
• Statements
• Invoices
• Service
Notifications
• Delivery Packs
• Returns forms
• Contracts
• Quotes
29. OpenText Confidential. ©2016 All Rights Reserved. 29
OpenText Suite for SAP
SAP Ariba Solutions | SAP S4/HANA | SAP Hybris | SAP SuccessFactors Solutions | Microsoft
INFORMATION DELIVERYINFORMATION MANAGEMENTINFORMATION PROCESSING
Invoice Management & OCR
Business Center / Digital Content
Processing
xECM for
Sharepoint
INFORMATION GOVERNANCE Archiving & Document Access
Core
Document
Presentment
Hybris Digital
Documents
Employee File
Management
Extended ECM
Digital Asset
Management
xECM for SAP
SuccessFactors
On Premise | OpenText Cloud | Hybrid