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What's New and What’s Next in OpenText Extended ECM & Content Suite

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This presentation explains new capabilities of OpenText Extended ECM & Content Suite and gives you an overview of what is coming next. Correlates to release CE 20.4. Published January 2021.

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What's New and What’s Next in OpenText Extended ECM & Content Suite

  1. 1. OpenText ©2021 All Rights Reserved. 1 What’s New and What’s Next in OpenText Extended ECM & Content Suite Product Update & Roadmap January 2021 | Thomas Demmler – Senior Director Product Management
  2. 2. OpenText ©2021 All Rights Reserved. 2 Disclaimer Certain statements in this presentation constitute forward-looking statements or forward-looking information within the meaning of applicable securities laws (“forward-looking statements”). Such forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of Open Text, or developments in Open Text’s business or in its industry, to differ materially from the anticipated results, performance, achievements or developments expressed or implied by such forward-looking statements. Forward-looking statements include all disclosure regarding possible events, conditions or results of operations that is based on assumptions about future economic conditions and courses of action. Forward-looking statements may also include any statement relating to future events, conditions or circumstances. Open Text cautions you not to place undue reliance upon any such forward-looking statements, which speak only as of the date they are made. Forward-looking statements relate to, among other things, changes in the ECM market; the market focus of Open Text, Open Text’s revenue mix and margin targets; Open Text’s operations priorities; and Open Text’s strategy for its products and solutions. The risks and uncertainties that may affect forward-looking statements include, among others, the completion and integration of acquisitions, the possibility of technical, logistical or planning issues in connection with deployments, the continuous commitment of Open Text's customers, demand for Open Text's products and other risks detailed from time to time in Open Text's filings with the Securities and Exchange Commission and Canadian provincial securities regulators, including Open Text's Annual Report on Form 10-K and the Quarterly Report on Form 10-k. Forward-looking statements are based on management’s current plans, estimates, projections, beliefs and opinions, and the Company does not undertake any obligation to update forward-looking statements should assumptions related to these plans, estimates, projections, beliefs and opinions change.
  3. 3. OpenText ©2021 All Rights Reserved. 3 Content Suite provides a simple to use, simple to configure, robust and efficient solution for managing content securely in a compliant way Extended ECM allows to seamlessly integrate Content Suite with business applications, e.g., ERP, CRM or HR Extended ECM & Content Suite Innovate with Intelligent Workspaces ReThink Content Management Update to Release CE ECM Content Services ReThink Release Strategy Choose your Cloud Strategy Release CE and OT2 ReThink Cloud Acceleration
  4. 4. OpenText ©2021 All Rights Reserved. 4 Intelligent Workspaces
  5. 5. OpenText ©2021 All Rights Reserved. 5 Workspaces Drive Digital Transformation with Business Workspaces Traditional approach ◦ Enterprise Workspace and Personal Workspaces ◦ An organization is mapped to a folder hierarchy inside the Enterprise Workspace, e.g., in the Enterprise Workspace there are sub folders for business units ◦ User navigates through a hierarchy of folders Workspace approach ◦ A Business Workspace is a digital twin to an object such as a customer, an employee, or an order, which is in many cases managed in a lead business application ◦ User navigates through a network of related Business Workspaces
  6. 6. OpenText ©2021 All Rights Reserved. 6 Workspaces Drive Digital Transformation with Business Workspaces OPPORTUNITY WORKSPACE CUSTOMER WORKSPACE PROJECT WORKSPACE PURCHASE ORDER VENDOR WORKSPACE
  7. 7. OpenText ©2021 All Rights Reserved. 7 Workspaces Business Workspaces become Intelligent Build on Extended ECM Intelligent Workspaces as you become digital Smart View Enjoy working in a modern user experience Intelligent Automation Automate your tasks Integrated in Business AppsGet business context and meaning Integrated in MS TeamsCollaborate as team Remote Working Work in remote locations Integrated in MS Office 365Edit your documents Core ShareShare documents with external parties Workspace TemplatesGet consistent structures Core SignatureSign documents digitally Mobile Working Work with mobile devices Information GovernanceApply your policies File documents easilyIntelligent Filing Stay informedGain Insights Work with content in-placeIntelligent Viewing Browse business relationshipsConnected Run Anywhere Choose your platform
  8. 8. OpenText ©2021 All Rights Reserved. 8 Workspaces Start Immediately with Solution Accelerators What’s new? • Solution Accelerators for Content Suite based on Workspace approach • Solution Accelerators are preconfigured business scenarios • Initial Solution Accelerators • “Product Launch” • “Records Management” • Ready to be installed (all configuration included). Turn on business scenarios in a few minutes • Tailor a Solution Accelerator to your business needs by simply adding and removing preconfigured reports, shortcuts to content, search tools, and other widgets Solution Accelerator for Product Launch
  9. 9. OpenText ©2021 All Rights Reserved. 9 TYPE Classify Document Extract Data Identify Workspace Receive email with attachment Receive paper-based document Scan document • New document • New version of document Intelligent Capture / Core Capture Services Extended ECM Family Store document in business workspace Workspaces Automatically File Documents into Workspaces What’s new? • Combine Extended ECM with Core Capture or Intelligent Capture to store automatically incoming documents at the right place • Embedded process flow for Intelligent Filing (for getting feedback) What’s next? • Embedded process flow for Intelligent Filing (production ready) using a drag & drop widget in Smart View Drag & Drop document
  10. 10. OpenText ©2021 All Rights Reserved. 10 Workspaces Gain Insights with Relevant Notifications What’s the idea? • Watch a Business Workspace to start receiving relevant and targeted notification that pertain to your line of work • Users want to be notified about relevant changes of documents in & data at the Business Workspace What’s next? • New Watching mechanism in Smart View for getting relevant updates Watch Workspace Message Center
  11. 11. OpenText ©2021 All Rights Reserved. 11 Workspaces Reduce Manual Work with Event Action Center Event Action Center allows intelligent content related event driven business process automation What’s new? • Event “Upload Document” • Action “Initiate Workflow” • Action “Create or Update Business Workspace” What’s next? • Action “Add Reminder” • Actions for updating SAP S/4HANA, Salesforce with relevant data of the business process • Transport Event Action Center configuration Events: • Event “Upload Document” • Event “Employee Rehire” (Extended ECM SAP SuccessFactors only) • Event “Employee Hire” (Extended ECM SAP SuccessFactors only) • Event “Change in Employee Location” (Extended ECM SAP SuccessFactors only) • Event “New Concurrent Employment” (Extended ECM SAP SuccessFactors only) • Event “Add Global Assignment” (Extended ECM SAP SuccessFactors only) • Event “Employment Termination” (Extended ECM SAP SuccessFactors only) • Event “Update of Job Application Status” (Extended ECM SAP SuccessFactors only) • All events configured in SAP SuccessFactors Integration Center Actions: • Action “Initiate Workflow” • Action “Create or Update Workspace” • Action “Create Document” (Extended ECM SAP SuccessFactors only)
  12. 12. OpenText ©2021 All Rights Reserved. 12 Workspaces Share Content Securely with External Parties Sharing content with external parties. What’s new? • Defines business workspace templates with shared folders • Automate sharing via a workflow step • Pays attention to Security Clearance and Supplemental Markings • Define an expiry date • My Shares Widget What’s next? • Synchronize document attributes • To enforce data protection ensure that shared content is approved before shared
  13. 13. OpenText ©2021 All Rights Reserved. 13 Workspaces Syndicate Content around the World Primary Site Remote Site Support work in remote sites and subsidiaries. What’s new? • Use syndication with business workspaces to overcome low bandwidth or offline situations in remote locations • Support for regional storage providers to pay attention to regional storage and database setups What’s next? • Syndication support for relationships between business workspaces
  14. 14. OpenText ©2021 All Rights Reserved. 14 Workspaces Visualize Information with WebReports Define tabs in Workspaces that visualize (calculated) information What’s new? • Interactively adjust parameters in Smart View • Action buttons, such as initiate workflow support Smart View destinations • Improved performance What’s next? • Flexible interactions in Smart View, e.g., run outstanding insurance claims within a region, then list documents or associated business workspaces. Further report actions could be to assign open claims to users
  15. 15. OpenText ©2021 All Rights Reserved. 15 Workspaces Migrate Folders to Business Workspaces What’s new? • Migration tool that allows to convert easily folders to Business Workspaces • Import and export Business Workspaces and Business Workspace Templates via Object Importer • Transport Smart View configuration • Streamlined Transport with exact dependency matching What’s next? • Adjust workspace instances automatically to updated workspace templates to support changing business needs • Convert (old) contract management to Business Workspaces Folders, Projects, Binder, Cases Business Workspace → Migrate →
  16. 16. OpenText ©2021 All Rights Reserved. 16 ECM Content Services
  17. 17. OpenText ©2021 All Rights Reserved. 17 Overview Extended ECM & Content Suite Admin Experience (Cloud & Operations & Infrastructure) OpenText Cloud Hyperscaler Clouds Off-Cloud Deployment Operations ECM Infrastructure Monitoring Scalability Storage System Administration Content Services Organize Content Create Content Capture Content Manage Content Search Content Share Content Govern Content Classify Content View Content Accomplish Work Apply Signatures Integrate in Business App Integrate in Desktop Stay Informed Go Mobile Work Remote Protect Content Transform Content Applications Developer Experience (REST & SOAP APIs, OScript, WebReports, CMIS, SDKs, UI Widgets) Extended ECM & Content Suite Product Customer Supplier Asset Employee Building Material Initiative Record Admin Experience Content Management Application Business Applications Developer Experience Content Services to build Applications User Experience (Smart View, Mobile, Desktop)User Experience Extended ECM for SAP SuccessFactors Extended ECM for SAP Solutions Extended ECM for Salesforce Extended ECM for MS Office 365 Extended ECM for …
  18. 18. OpenText ©2021 All Rights Reserved. 18 User Experience - Smart View Personalize your Landing Page End users can personalize their landing page. What’s new? • To increase efficiency users also want to do individual changes • Hide widgets that are not needed • Change the order of widgets • Create new shortcut groups • “Edit Page” command available now for each user End User Experience
  19. 19. OpenText ©2021 All Rights Reserved. 19 User Experience - Smart View Provide Role based Landing Pages Key users can define landing pages. What’s new? • Key User edit the complete landing page in Smart View • Add/remove widgets • Change the widget order • Editing widget options • Change the page layout • Add My Workspace Widget to landing page • Add Scan Widget for CS Mobile Key User Experience
  20. 20. OpenText ©2021 All Rights Reserved. 20 Business Workspaces Business Workspaces, flexible workspace visualization, related workspaces, my workspaces, team, metadata, dossier view, business attachments, add Workspaces to collections, “Recently Accessed” widget lists Business Workspaces Records Management Apply RM classifications, edit RM metadata, finalize records, apply & remove holds assign cross-references, request & borrow physical items, RM disposition review & perform actions, assign security clearance levels & supplemental markings, dashboards Workflow My Assignments, start/stop/delete workflow, complete & forward workflow assignment, send an assignment for review, track workflow, view workflow activities, view & edit attachments, electronic signature, apply signatures Document Management Add, delete, edit, add version, rename, share, view properties, zip & download, copy, move, audit, reserve/unreserve, copy link, open, collections facets, editing attributes, standard versioning, custom columns, browse, pagination, filtering, thumbnail, advanced versioning, … Search & Info Display Full text search, custom view search, tabular search results, slices, best bets, search facets, HTML WebReport, carousel, visual data, WebReports node list, role-based landing pages, search forms, personalized search result display Collaboration Core Share, MS Teams, forums, commenting, activities, reminders, wikis, user profiles, recently accessed, new reminder e-mail format User Experience - Smart View It’s the Time to Switch to Smart View Records Management Search & Info Display WorkflowCollaboration Available in Smart View Business Workspaces Document Management
  21. 21. OpenText ©2021 All Rights Reserved. 21 User Experience - Smart View Accelerated Performance for many Operations • Improved performance • Open a business workspace • Browse in folder hierarchy • Show document overview page • Upload document with Drag & Drop • Show Thumbnails • General page load time • Show property page • Display search results
  22. 22. OpenText ©2021 All Rights Reserved. 22 View Content A modern Viewing Experience What’s new? • Integrated next generation viewing technology - provided by the “Brava!” team • New document viewing experience designed to maximize utilization and minimize costs • Quickly access content in a convenient and easy-to-read slide-in pane • Premium Add-On “Intelligent Viewing” What’s next? • New workflow step with in-place viewing documents • Multi-File Viewing • Document Publishing • Redactions
  23. 23. OpenText ©2021 All Rights Reserved. 23 Create Content Create conveniently Documents from Templates What’s new? • Create conveniently documents from templates • Easy selection of the right document template by • Thumbnail view for document templates • Grouping of document templates • Ability to define and auto-fill category attributes for the document • Ability to define Records Management and Security Clearance parameters
  24. 24. OpenText ©2021 All Rights Reserved. 24 Apply Signatures Sign your Documents with Core Signature or DocuSign You can use DocuSign or OpenText Core Signature to sign electronically documents What’s new? • Integration with OpenText Core Signature Service that allows employees and third parties to sign documents in a fast, compliant and hassle-free way https://www.opentext.com/products- and-solutions/products/opentext- core-signature • New workflow step that initiates the signing process What’s next? • Support for Core Signature Templates • Visual indicator at signed documents TODO Lars
  25. 25. OpenText ©2021 All Rights Reserved. 25 Work in MS Windows Increase Productivity with ‘My Working Documents List’ Changed “Office Editor” to “My Working Documents List” to better reflect its true functionality which is quick and easy access to the most recent documents a user has worked on + offline availability What’s new? • Streamlined user interface • New action “Send to - Mail as attachment” to email a document as Outlook attachment • New action “Send to - My working documents list” to have them in the desktop list without editing
  26. 26. OpenText ©2021 All Rights Reserved. 26 Go Mobile Work on the Road with CS Mobile What’s new? • In-App tutorial for new users • New landing page widget to run a pre-configured search • New landing page widget to show all items the current user has reserved • Improved offline and edit experience • Search filters to filter search results • Viewing audit information • Showing the activity feed • Mobile device management: AirWatch, MobileIron, BlackBerry Dynamics, Microsoft InTune ReThink Cloud Acceleration
  27. 27. OpenText ©2021 All Rights Reserved. 27 What’s new? • Classification Workspace in Smart View • Multiple RM Classifications in Smart View • Add and Remove multiple RM Classifications on the Properties page • Set the primary RM Classification in Smart View • Create and update Standard and Records Management Classifications and RM Folders from the Smart View Classification workspace • View Content Server objects from RM Classifications and performing actions on the associated records Govern Content Govern your Content with RM Classifications
  28. 28. OpenText ©2021 All Rights Reserved. 28 Govern Content Preconfigured Application for Records Management What’s new? • Solution Accelerator “Records Center” provides a summary view of your managed objects, dispositions, physical object, transfers, storage management and more • Tailor the Records Center to your information governance needs by simply adding and removing preconfigured reports, shortcuts to content, search tools, and other widgets What’s next? • Solution Accelerator “Records Management” for rapid deployment of OpenText’s certified records management solution Disposition Search RM Classifications Retention Policies (RSIs) Records Center Settings & Table Codes Document Record Set
  29. 29. OpenText ©2021 All Rights Reserved. 29 Oct 2019 Jan 2020 Apr 2020 Jul 2020 Oct 2020 Jan 2021 CE 21.2 < Apr 2021 Content Suite & Extended ECM Release Naming 16.2.10 < 16.2.11 < CE 20.2 < CE 20.3 < CE 20.4 < CE 21.1 < Changed naming scheme for quarterly updates: Starting with April 2020 it is “CE year.quarter“ 20.2 The year 2020 2nd quarter Update to Release CE (this is no major upgrade)
  30. 30. OpenText ©2021 All Rights Reserved. 30 Cloud
  31. 31. OpenText ©2021 All Rights Reserved. 31 Latest Innovations Run Like Never Before • OpenText Release CE allows container deployments and deployments on bare metal or VM. • OpenText Cloud Services on OT2 ◦ Core Archive Service ◦ Core Capture Service ◦ Core Viewing & Transformation Service ◦ Core Share Service ◦ Core Signature Service • Integration of hyperscaler services • Close cooperation with Google and Microsoft OT2 Release CE
  32. 32. OpenText ©2021 All Rights Reserved. 32 Cloud Platforms Run Anywhere – Cloud Native in all Major Clouds What’s new? • Go for a modern cloud deployment on the Kubernetes platform of your choice Kubernetes Platforms • OpenText Cloud • Google Kubernetes Engine • Amazon Elastic Kubernetes Service • Azure Kubernetes Services • Cloud Foundry Container Runtime • RedHat OpenShift (soon) Release CE
  33. 33. OpenText ©2021 All Rights Reserved. 33 Cloud Databases Run Anywhere – Cloud Databases in all Major Clouds What’s new? • Chose the appropriate Cloud database • Provides attractive database costs • Reduces efforts for administration and manual database upgrade Cloud Databases • Google Cloud SQL • Azure PostgreSQL Database • Amazon RDS for PostgreSQL Google Cloud SQL Azure PostgreSQL Amazon RDS GKE AKS EKS
  34. 34. OpenText ©2021 All Rights Reserved. 34 Cloud Archive Use Core Archive as a Compliant Storage Solution What’s new? • Core Archive Service running on OT2 can be used as a compliant and comprehensive storage solution for Content Suite and Extended ECM • Leverage cost-effective multi-tenant cloud archiving service and storage • Consolidate into one archiving solution running in the cloud, for secure information governance Core Archive Service Content Suite Platform Extended ECM Platform Archive Connector Archive Connector Content Suite Platform Extended ECM Platform
  35. 35. OpenText ©2021 All Rights Reserved. 35 Integrate OpenText OT2 services into Release CE to drive hybrid use cases and simplify CE deployments Make your choice of a cloud hyperscaler (Google, Microsoft Azure, Amazon) or do off-cloud or do OpenText Cloud Run cloud-native on a Kubernetes platform with Release CE Cloud Transformation Options
  36. 36. OpenText ©2021 All Rights Reserved. 36 Summary
  37. 37. OpenText ©2021 All Rights Reserved. 37 37 Intelligent Workspaces Run Better Update to Release CE ReThink Content Management Extended ECM & Content Suite ReThink Cloud Acceleration ReThink Release Strategy
  38. 38. OpenText ©2021 All Rights Reserved. 38 Thomas Demmler Senior Director Product Management Extended ECM | Content Suite thomas.demmler@opentext.com linkedin.com/in/thomasdemmler Join the Extended ECM community at LinkedIn 10 Reasons to upgrade to OpenText Extended ECM CE OpenText Extended ECM

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