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Document Presentment by OpenText

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Document Presentment by OpenText takes the generation of documents and communications to a new level by giving business users full control of document content and processes, directly in their native SAP environment. A highly flexible solution puts into the hands of the business user the ability to generate, review edit, approve and distribute any business document, correspondence or notifications within their SAP UI or SAP Process. It is an enterprise-grade solution with a scale from individual correspondences and emails to automating high-volume billing or shipping processes. ROI is swiftly and easily calculated, by cost savings on print processes to increased interaction via marketing campaigns.

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Document Presentment by OpenText

  1. 1. Document Presentment by OpenText
  2. 2. OpenText Confidential. ©2016 All Rights Reserved. 2 Todays structured Digital World is driven by Data and Processes
  3. 3. OpenText Confidential. ©2016 All Rights Reserved. 3 This is the Digital Core of an enterprise
  4. 4. OpenText Confidential. ©2016 All Rights Reserved. 4 But data and processes rely on, and generate large amounts of Digital Content
  5. 5. OpenText Confidential. ©2016 All Rights Reserved. 5 Digital Content Platform This is the Digital Content Platform
  6. 6. 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. 7. OpenText Confidential. ©2016 All Rights Reserved. 7 … in todays hyperconnected world of data, processes and content Digital Content Platform The Digital Core
  8. 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. 9. OpenText Confidential. ©2016 All Rights Reserved. 9 … supports multiple business areas … Workforce Assets Suppliers Customers The Digital Core Digital Content Platform
  10. 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. 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. 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. 13. OpenText Confidential. ©2016 All Rights Reserved. 13 Document Presentment streamlines and automates content generation Document Presentment for SAP
  14. 14. OpenText Confidential. ©2016 All Rights Reserved. 14 In the hyperconnected world, content is generated as well as digitized.
  15. 15. OpenText Confidential. ©2016 All Rights Reserved. 15 Solution Use cases
  16. 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. 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. 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. 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. 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. 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. 22. OpenText Confidential. ©2016 All Rights Reserved. 22 OpenText Document Presentment for SAP Provides measurable performance benefits and cost savings
  23. 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. 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. 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. 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. 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. 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. 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
  30. 30. www.opentext.com/SAP @opentext @jon_beardsley facebook.com/opentext linkedin.com/company/opentext

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