OpenText™ Capture (Intelligent Capture), which includes machine learning (ML) and artificial intelligence (AI) technologies, provides omnichannel capture of digitized paper documents and native digital documents to extract content and route information efficiently and securely to the right users and systems in the organization.

June 2025: What’s new in OpenText Capture CE 25.2

Complex backgrounds and mobile images

• Expand the actionable data available and improve accuracy with enhanced processing of mobile-captured images and inbound documents that have complex and colorful backgrounds.
• Reduce manual validation and empower continuous machine learning with the additional extracted data.

For more information about OpenText CE 25.2, check out the release notes on OpenText MySupport.

December 2024: What’s new in OpenText Capture CE 24.4

Increase admin efficiency with large language models (LLM)-created profiles 

• Benefit from LLMs without your data being used to train the models, whether you upload a blank or completed sample document  

• Save time and reduce the need for experts by eliminating the need for administrators to manually create the profiles used by continuous machine learning (CML). 

• Automatically identify and label key data fields using Google Vertex AI to configure CML.  
   
  Note: This capability requires a Google Vertex subscription.

Expand extracted data with use-case specific LLM  

• Automatically identify, extract, and process critical information from structured or semi-structured documents using advanced language models like Robustly Optimized BERT Approach (RoBERTa). 

• Extract specific fields and values as defined for targeted use cases, to increase accuracy from documents such as invoices.  

Modernize with new human-in-the-loop web UI 

• Boost productivity of remote and hybrid employees with responsive web-based UI for configuration and validation. 

• Keep your brand in front of users with no-code configuration to customize the header with your 
  company name and logo.  

• Embed capture in line-of-business web apps. 

Advanced Cloud OCR with Microsoft^® Azure Read OCR 

• Expand the document types and fields that can be processed by Advanced Recognition. 

• Extract actionable data from unconstrained handprint, cursive, and low-quality mobile images with new built-in integration with Microsoft^® Azure Read OCR.  

For more information about OpenText Capture CE 24.4, check out the release notes on OpenText My Support. 

January 2024: What’s new in OpenText Intelligent Capture CE 24.1 

Ingest image formats from mobile devices 

• Process mobile images faster with automated conversion of HEIF, HEIC, and 64-bit PNG images into TIFF images 
• Automatically extract data from HEIF, HEIC, and 64-bit PNG images, often received in emails and as documents 

For more information about OpenText Intelligent Capture CE 24.1, check out the release notes on OpenText My Support. 

October 2023: What's new in OpenText Intelligent Capture CE 23.4

Extract accurate checkbox data automatically with continuous machine learning

• Accelerate business processes by leveraging AI for data accuracy from structured forms

Expanded Integration with Microsoft

• Ingest email content from M365 Outlook by directly connecting inbox folders using Microsoft Graph protocol.

Manage secure connections

• Set up a secure SFTP connection with the new option to use SSH keys for export.

For more information about OpenText CE 23.4, check out the release notes on OpenText My Support.

July 2023: What’s new in OpenText Intelligent Capture CE 23.3

Updated audit logs and admin reports

• Support compliance with new exportable detailed audit logs and admin reports that help verify the “who” and “what happened” related to captured information and extracted data.

Arabic support: capture and extraction

• To expand the documents that can be classified and extracted, Arabic is supported, including the creation of text-searchable PDF files and document classification/data extraction.

For more information about OpenText CE 23.3, check out the release notes on OpenText My Support.

April 2023: What’s new in OpenText Intelligent Capture CE 23.2 

Smart document classification using continuous ML and NLP 

• Increase document separation and classification accuracy with two new continuous machine learning models for document separation and NLP-based document classification. 

Postal address recognition using continuous ML 

• Process documents faster with new continuous machine learning for postal addresses that automatically selects the correct address when multiple addresses are in a document. 

View fuzzy search alternatives in the human-in-the-loop UI 

• Reduce the need to consult other applications when matching against a database that includes multiple entries that are nearly identical. The new Enable Alternatives setting for the SnapMatch capability will show not only the best match, but also the next best matches for user consideration.  

For more information about OpenText Intelligent Capture CE 23.1, check out the release notes on OpenText My Support. 

February 2023: What’s new in OpenText Intelligent Capture CE 23.1

Natural language processing for unstructured content   

• Built-in integration with Magellan Text Mining automatically extracts named entities, such as people, organizations and locations, and creates content summaries with less time spent on data entry and IT customization. 

Expanded Integration with Extended ECM and Documentum 

• New workspaces can be created in OpenText™ Extended ECM when documents are exported from Intelligent Capture.  
• OpenText™ Documentum™ D2 native workflows can be set up directly through the Intelligent Capture REST-based exporter  

For more information about OpenText Intelligent Capture CE 23.1, check out the release notes on OpenText My Support. 

October 2022: What’s new in OpenText Intelligent Capture CE 22.4  

Enhancements to Advanced Cloud OCR integration 

Organizations that use the product’s Advanced Cloud OCR capability can improve OCR accuracy and regional data privacy compliance by specifying the content’s language and the required region for data residency.  

Information extraction for intelligent automation 

Business users will save time with the new capability that uses machine learning to automatically extract postal addresses. This update supports many EU and North American country formats.  

Integration to Documentum with REST Services 

Organizations with the OpenText™ Documentum™ D2 UI or Documentum xCP can securely export captured content from Intelligent Capture to Documentum through a new REST-based exporter. Integration with REST services is key for modern data centers and cloud implementations of Documentum.    

For more information about OpenText Intelligent Capture CE 22.4, check out the release notes on OpenText My Support. 

November: 2021: What's new in OpenText Intelligent Capture CE 21.4

OpenText Intelligent Capture (formerly Captiva) Cloud Edition (CE) 21.4 highlights OpenText's commitment to build more machine learning, native cloud and advanced automation capabilities into a market-leading capture platform. As capture is the starting point of ECM and ERP solutions, being able to automatically ingest incoming documents and data provides organizations with an immediate and demonstrable return on their investment. The CE 21.4 release includes three powerful new capabilities:  

Information Extraction Engine (IEE) machine learning 

OpenText Intelligent Capture now includes OpenText™ Information Extraction Engine (IEE), a proven third-generation machine learning engine, which drastically reduces set-up time. It has the ability to recognize and learn new incoming document types and auto-classify and extract data from these documents (as well as variations of those documents,) significantly reducing the need for manual set-up and sorting.  

Although Intelligent Capture has utilized machine learning, such as Production Auto-learning (PAL) for nearly a decade, the addition of IEE has many partners and end users delighted. They anticipate major cost savings by being able to automatically recognize and learn new document types without the need to manually identify new documents and variations via scripting or configuration.  Improved recognition results begin immediately and IEE never stops learning and improving! 

Containerization for the REST subsystem   

In addition, Docker container support for Real-Time/ REST subsystem and Web Client has been added to simplify software deployments, scaling and upgrades.  Intelligent Capture 21.4 also includes Advanced Cloud OCR (separately licensed) that provides excellent results on handwritten and cursive text, documents with challenging backgrounds and documents captured on cell phones.   

New integrations for Advanced Cloud OCR and OpenText™ Magellan 

OpenText™ Magellan™ Text Mining sentiment analysis (also separately licensed) is now seamlessly integrated into IEE and uses Natural Language Processing (NLP) and can provide document-level insights: positive, negative, or neutral.

June 2020: What’s new in OpenText Intelligent Capture Cloud Edition (CE) 20.2

OpenText™ Intelligent Capture (formerly Captiva) Cloud Edition (CE) 20.2 continues to deliver innovation in automating manual processes, enhanced user interfaces (UIs) for increased user productivity and integration directly with OpenText™ Extended ECM.

The Intelligent Capture Web Client has been significantly enhanced in CE 20.2 to include powerful new automation capabilities and an updated, ergonomic and intuitive UI for remote users to accomplish more with less manual sorting and fewer keystrokes.

These significant automation and UI updates are made specifically for the Web Client, enabling field and home workers to process more documents with fewer manual steps. These enhancements include Single-Click Entry, Auto-table complete and On-Image Navigation.

July 2019: What’s new in OpenText Intelligent Capture

July 2019: Introducing OpenText Intelligent Capture

The post What’s new in OpenText Capture appeared first on OpenText Blogs.

OpenText™ Knowledge Discovery (IDOL) provides a data analytics platform for enterprises who need to extract maximum value from all their text, audio, video, and image data, from any repository in any file format. Providing data extraction, data enrichment, precise search and knowledge discovery, Knowledge Discovery helps organizations discover valuable information they did not know they had, whilst also identifying compliance risk associated with document contents such as personally identifiable information (PII) using entity grammars. 

With an unparalleled history in artificial intelligence and machine learning, Knowledge Discovery provides a unique set of optimized models to fit any application, accelerating time to value. Connecting and gathering information from diverse locations with over 160 connector types, including Public and Private Cloud and On-Premise, Salesforce, Microsoft® 365, Google Workspace and OpenText Content Solutions and can access and retrieve information and knowledge from over 2000 file types.  

May 2025: What’s new in OpenText Knowledge Discovery CE 25.2

This OpenText Knowledge Discovery (IDOL) CE 25.2 release includes various functional and performance improvements, new connectors, file format support, and many other additions. 

New connectors

• Improved OpenText Information Archive connector – An updated bidirectional connector for the Information Archive repository allows it to archive data as well as search and understand previously archived data.

• New Guidewire connector – A searching connector enables the ingestion of contract and policy content into the OpenText Knowledge Discovery index.

Named Entity Recognition - Landmarks exposed to pre-process

• Defined improvements in Named Entity Recognition – Added elements for Turkish Address, more city names in NZ Addressand the NZ Social Welfare number. 

• Defined improvements in PCI - Added extra delimiters for card details, in names and medical details, as well as expanded landmarks for Telephone context matching. 

• PII Japanese names accuracy improved - Increased accuracy of Named Entity Recognition detecting Japanese names, and improved ability to correctly identify Japanese names within a document.  

Opentext File Content Extraction updates and other improvements

• File formats - New Design Web Format (DWF) filter support, metadata now available from password-protected iWork files and additional formats detected. 

• Performance improvements – A reduction in the iWork reader disk footprint as well as a reduction of the footprint of the common third-party libraries. 

• Easier access to HTML Export from Filter – Improved ability to select XMP metadata elements and subfile extraction arguments added to C++ API 

• OEM platform – OEM Easier fault diagnosis with library-wide logging, improved security of inter-process mechanisms and better HTML Export fidelity for DWG Docs.  

January 2025: What’s new in OpenText Knowledge Discovery CE 25.1  

Organizations are looking to access all their Enterprise Data; but in a world where 90% of existing corporate knowledge is in Unstructured formats, over 50% of organizations are not tapping into this aspect of their knowledge with any form of discovery. Customers can use OpenText Knowledge Discovery with new interfaces, including using Natural language questioning to reach their information securely across all users. 

This OpenText Knowledge Discovery (IDOL) CE 25.1 release includes various functional and performance improvements, new connectors, file format support, and many other additions. 

New APIs added 

PII named entity resolution REST API – created a published REST API to access OpenTex Named Entity Recognition for PII functionality. Simplifies the adoption of Knowledge Discovery Al technology by internal and external OEMs 

Rich-Media analysis REST API – created a published REST API to access all Rich Media analytics functionality. Simplifies the adoption of Knowledge Discovery Al technology by internal and external OEMs 

Ingest and connectors 

New OpenText DAM connector

• A highly functional connector to the OpenText DAM product. This allows OpenText Knowledge Discovery to ingest and enrich content from the DAM repository and keep the data synchronized between the two systems to provide DAM content filtering using the Search Abstractor API 

Improved security in OpenText Content Management (Extended ECM) Connector  

• Increased alignment of document security policies between OpenText Content Management and OpenText Knowledge Discovery

• OpenText Content Management has numerous document security models above and beyond document folder based, where possible these have now been mapped to OpenText Knowledge Discovery's understanding of access rights

OpenText Named Entity Recognition - Landmarks exposed to pre-process 

Defined grammar landmarks are now visible at the pre-process stage of OpenText Named Entity Recognition

• Pre-processing can significantly help in reducing latency and workload, landmarks can be used to help make selection decisions at this early stage. DLP OEM vendors will benefit from this.  

PII Thailand names accuracy improved

• Increased accuracy of OpenText Named Entity Recognition detecting Thai names - the new grammar has an improved ability to correctly identify Thai names within a document  

Deployment and other improvements 

Automatic scaling OpenText Knowledge Discovery platform for Kubernetes

• Published Helm charts to deploy OpenText Knowledge Discovery with the ability to automatically scale resource - deployment size flexibility along with simplified expansion as and when required 

Vault integration with OpenText Knowledge Discovery components

• OpenText Knowledge Discovery microservices can securely store passwords and keys in the Vault repository (or equivalent)  
• Customers will benefit from cloud deployment best practice of secure central storage of passwords and keys etc. 

December 2024: What’s new in OpenText Knowledge Discovery CE 24.4 

Organizations are looking to access all their enterprise data; but in a world where 90% of existing corporate knowledge is in unstructured formats, over 50% of organizations are not tapping into this aspect of their knowledge with any form of discovery. Customers can use Knowledge Discovery with new interfaces, including using natural language questioning to reach their information securely across all users. 

This OpenText Knowledge Discovery (IDOL) 24.4 release includes various functional and performance improvements, new connectors, file format support, and many other additions. 

New API added 

Search Abstractor Rest API – created to support conversational question and answering with better context for AI generated responses. Conversation server, working with FAQ answers through Answer bank, Fact bank and now LLM’s remembers the context of questions within the conversations service in Knowledge Discovery. Adding to the great governance provided by curated answers. 

Filtering support in the Search Abstractor adds parametric fields for pre-filtering of documents. The search results can provide microscopic view of either single or multiple documents through criteria for fine grain filtering. The searching can now utilise prior knowledge to allow focus on RAG document retrieval, by using parametric fields to build a subset of entities for RAG. 

Working across text documents and images simultaneously in the search abstractor. Searching can now take criteria of both text and images as search criteria, and the results will also include similar images making Multi Modal search available. 

Ingest & connectors 

• Salesforce – Updating the connector to stay up to date with the changes in Salesforce. 

• Additional Pre filtering for focused selection added to OpenText Core Content Management & OpenText Content Management.

• IBM FileNet P8 Each document in FileNet can have multiple binary files which we now interrogate. 

Text analytics 

• Analytics: LLM based image matching - Image based transformers can be used to generate vectors for the Knowledge Discovery (IDOL) Index. Customers can now search for similar images based on not just the textual description but also the actual image content.   

Media Server 

• The Media Server as a NiFi Processor is now available with full functionality. This allow NiFi workflows and the ability to scale and manage the Media Server app though Nifi clustering. 

• Demo application with abilities to process and analyze images and other functionalities is now available in the Media Server for ease of use. 

File content extraction

• Filtering of Source Code comments 

• Support added for Metadata output for .mht files & QuickTime (.mov) files. 

• Extended format detection, with support for 93 additional file formats. 

• In HTML Export the pdf2sr reader to extract images from pages in a PDF file, you can now configure the size of the images to produce. 

Deployment & other improvements 

• HELM charts for Kubernetes provide a comprehensive set of options to assist complex deployments. With the 24.4 release we bring further enhancements to our HELM charts. 

• Named Entity Recognition SDK: You can load multiple grammars and then dynamically turn off what it is not needed for a particular document, allowing the flexibility of swapping grammars with less degradation of performance in comparison to the loading unloading cycle of grammars. The new thing is a reducing of the overall impact of this process.  

July 2024: What’s new in OpenText Knowledge Discovery (IDOL) CE 24.3

OpenText Knowledge Discovery CE 24.3 is a significant release for the third quarter of CY24. There is an increasing need for companies to reach a greater variety of data, which adds to the complexity of their search types. We allow all customers to achieve a suitable response in their enterprise-wide search across all levels of an organization.

Now part of Content Services, the combination of best of breed products will help organizations who are looking to access all their corporate knowledge through enterprise search. Bringing additional abilities to derive deeper insights, reach actionable conclusions quicker, and gaining a new level of investigative analytics, across content, teams, and projects. Document level security is also enhanced, with extra features to report and export securely and track data delivery end to end.

The Knowledge Discovery CE 24.3 release includes various functional and performance improvements, new connectors, file format support, and many other additions.

The main improvements in version CE 24.3 are listed below:

Ingest 

• Microsoft Teams, Zoom, Cisco Webex and Google Chat connectors – New connectors allow customers to collect collaborative video meetings for retrospective analysis and/or content retrieval as part of aviator search.

Text Analytics 

• Search abstractor – Customers will have better context provided by the RAG to pass on to the GenAI, therefore experiencing a higher likelihood of a correct answer being produced.

• Specific document retrieval – Customer can ask the system to find and return a specific document that matches their unique specification.

Rich Media Analytics 

• OCR improvement – Improved OCR for better support of scrolling text. Customers will experience a higher accuracy of extracted text from video imagery. 

• Speaker ID improvement – Customers will experience a higher accuracy of Speaker ID from video or audio files. 

KeyView 

• Added Audio and Video to the Export SDK.

• Added 30 new formats to File detection. 

• Metadata API Improved to limit duplicated data.

• New .NET API.

• Added support for Python 3.12.

Solutions 

• Knowledge Discovery Discover – Discover provides investigative analytics and advanced UI for searching and analyzing relations between objects, with project and team collaboration along with full oversight on the analytics process.

• Knowledge Discovery for Microsoft Exchange – Knowledge Discovery can be added as a BOT in MS Exchange allowing customers to directly access the functionality via simple natural language prompts emailed to a BOT email address in MS Exchange. 

Deployment & Licensing changes 

All components are now published to the Public Docker Hub repository to allow easier installation, maintenance and upgrades.

• Eduction Python EDK – Customers who prefer to program using the popular Python language can now use it to control our Eduction engine, simplifying their integration experience. 

• Eduction for Windows ARM – OEM users of Eduction EDK can now deploy on Windows ARM systems. 

• Additional license feature
  • From CE 23.2, we are introducing an additional license feature – a “version.key” 
  • The file is available in the SLD portal for customers with an active support contract and is required for all Knowledge Discovery installations running CE 23.2.
  • New key will be issued with every future Knowledge Discovery release. 

April 2024: What’s new in OpenText Knowledge Discovery (IDOL) CE 24.2

Organizations are looking for conversational access to enterprise data; in a world where 90% of existing corporate knowledge is in unstructured data, over 50% of organizations are not tapping into this aspect of their knowledge with any form of discovery. Customers can use the new interfaces with Q&A using natural language questioning to deliver their information with data securely to all users.

This OpenText IDOL 24.2 release includes various functional and performance improvements, new connectors, file format support, and many other additions.

New solution added: Teams client

• Customers can access functionality using simple natural language prompts directly via the Teams interface.

Ingest & connectors

• Drupal Connector – Updated to support the latest API changes and allow data extraction from old and new Drupal versions.  

• Google Workspace Connectors – Content extraction is now accessible from the major Google Workspace apps including Mail, Calendar and Chat using dedicated connectors.

• Web Connector 2FA – Updated to allow 2Factor Authentication. 

• Additional new connectors – Stack Exchange; Moodle and OpenText eDocs.

• IDOL Media Server – Can now run within NiFi, allowing processing of media streams & sources.

Text analytics

• Analytics: Search abstraction – IDOL can now automatically decide which index type to use to achieve the best response. The functionality abstracts the complexity of search types, democratizing Enterprise search, and allowing all users to achieve a suitable response, across all levels of an organization. 

• Multi-document summarization – Generative summary compiled from answers sourced from multi documents. The functionality provides richer answer to any question asked as it can be the combination of multiple parts sourced from different documents. 

• Dynamic clustering of vector results to identify grouping – Customers can use the grouping of results to select a variation in documents returned rather than returning very similar documents with no added information. 

• Analytics: LLM based image matching – Image based transformers can be used to generate vectors for the IDOL Index. Customers can now search for similar images based on not just the textual description but also the actual image content.   

Media Server

• The Media Server as a NiFi processor is now available with full functionality. This allow for NiFi workflows and the ability to scale and manage the Media Server app though Kubernetes. 

• Demo application with abilities to process and analyze images and other functionalities is now available in the Media Server for ease of use. 

KeyView

• Tabular data detection for One Note & pipe separated text.  

• OCR is now available on MacOS through the KeyView SDKs.

• Header & Footer are now configurable through Python APIs.

• Significant Performance improvements through Shared Memory Streaming.

• Additional Formats, Security & Compatibility improvements.

Deployment & other improvements

• HELM charts for Kubernetes provide a comprehensive set of options to assist complex deployments. CE 24.2 brings further enhancements to our HELM charts. 

• Eduction SDK Post-processing access to match context.

The post What’s new in OpenText Knowledge Discovery appeared first on OpenText Blogs.

Migrating from older generation ERP systems to SAP S/4HANA offers great potential to improve operational performance and transform business processes. However, this major program doesn’t happen in isolation. A smooth transition requires careful attention to SAP S/4HANA integration, especially SAP EDI Integration with external trading partner systems.

5 questions to answer before migrating to SAP S/4HANA

As companies plan for their S/4HANA migration, addressing key SAP HANA integration challenges early on will help mitigate risks, prevent delays, and ensure long-term success. Read on to learn five key questions every enterprise should answer before embarking on their SAP S/4HANA journey.

1. How are we minimizing risk and disruption? 

The average cost for a company to migrate to SAP S/4HANA varies widely depending on organizational size, complexity, and specific requirements. Generally, SAP S/4HANA migration costs range from $250,000 for smaller implementations to hundreds of millions of dollars for large enterprises.

The high costs raise the stakes around managing risks related to the budget, but this is only a part of the story. Since ERP systems play a central role in supporting day-to-day business operations, ensuring minimal disruption during the transition is a key priority for organizations.

In fact, despite the looming 2027 support deadline for SAP ECC, nearly half of SAP ECC customers are still considering staying with legacy ERP beyond that date, citing concerns about complexity, cost, and risk. SAP itself emphasizes that a carefully planned migration approach is essential to ensure business continuity and minimize operational risk.

Integrations with other systems play a central role in managing the migration risks. Unfortunately, in the broad realm that is SAP S/4HANA integration, there is one area that tends to get overlooked. Too many organizations treat SAP EDI integration as an afterthought and set themselves up for encountering delays, unplanned costs, and other issues during implementation. 

2. Do we know all our integration requirements?

SAP S/4HANA integration projects demand precise understanding of how data flows between systems. With internal systems this is usually a lesser issue since they are managed by the organization itself. However, external partner systems tend to cause a lot more headaches since partners can have very diverse requirements.

Making matters worse, existing SAP EDI integrations that hold the key to figuring out these requirements have usually been built over years—or even decades—project by project and without comprehensive documentation.

Because of this, mapping out the specific requirements can be challenging, and many companies resort to a “brute force” approach with their systems integrator manually reviewing individual EDI documents. Alternatively, vendors specializing in EDI can help capture the partner data requirements faster and more efficiently.   

Without clear visibility into current-state integrations and the specific trading partner data requirements, organizations risk missing key details that will create complications in the later stages of the migration. A comprehensive review early on ensures accurate data modeling and avoids costly rework.  

3. How much can we trust the data coming from external partners? 

A survey by IDG found that 44% of the data feeding corporate ERP systems comes from external sources. Business operations, therefore, are highly reliant on the quality of the data exchanged with trading partners. According to another IDG survey, only about two thirds of respondents considered external partner data to be accurate.

With such a high expectation of errors within partner data, it’s important to address this at a very early stage. What’s best is to incorporate SAP HANA data integration and B2B data quality management considerations into your business process design when defining your SAP S/4 migration project.

4. Do we have the tools and skills we need for SAP EDI integration? 

Thanks to the diversity of trading partner data requirements, managing SAP EDI integration can be notoriously complex. The challenges compound when the business has an extensive network of trading partners to manage or the partners span multiple geographies.
 
Problems are often related to using legacy integration tools. In the case of B2B data exchange, generic integration platforms are not designed for managing the complexities and diversity of connecting with external systems and managing partner engagement. However, even with modern, fit-for-purpose tooling, lack of specialist EDI expertise can lead to poor design choices and slow integration support and change management.

To tackle these issues, organizations need a modern integration solution that supports both traditional B2B/EDI integration and API integration use cases and ideally streamlines SAP HANA cloud integration with system-specific tooling. Beyond technology, having skilled integration specialists involved is equally important to execute a successful migration strategy.

5. Are we truly ready for SAP S/4HANA integration? 

Today, most organizations begin their SAP S/4HANA integration journey without clearly defined B2B or SAP HANA data integration requirements. Identifying the requirements in the beginning of the S/4HANA migration project minimizes the risk of encountering surprises and delays during implementation and can even accelerate system blueprinting by speeding up data model definition.
Modern integration technology, in turn, allows for optimal solution design by leveraging the most suitable integration patterns for each use case from real-time API integrations to efficient message-based transaction flows.

Having both a clear understanding of the current integration needs and the solution design options enabled by modern integration technology is an essential component of readiness to embark on the journey to S/4HANA.

Get Started: Ensure a Seamless Transition to SAP S/4HANA

Migrating to SAP S/4HANA is a complex undertaking, but with the right integration strategy, it’s also a powerful opportunity to modernize and future-proof your operations. Asking the right questions before you begin will allow you to identify integration challenges early. This means you'll reduce risk, streamline trading partner connectivity, and accelerate time to value.
OpenText provides the modern integration tools, expertise, and data readiness insights needed to make SAP EDI integration seamless and scalable.  

Explore how OpenText can simplify your S/4HANA migration here.

The post 5 key questions to ask before your SAP S/4HANA migration  appeared first on OpenText Blogs.

Software is the engine of innovation, but even the most brilliant ideas can falter without a smooth, efficient development process. That's where developer experience takes center stage.

Developer experience is more than just happy developers; it's about empowering them to build extraordinary things. It's about removing roadblocks, fostering collaboration, and providing the tools and environment they need to thrive.

Why the developer experience matters more than ever

Think of your developers as elite athletes. To perform at their peak, they need the right training, equipment, and support system. A poor developer experience is like forcing them to run a marathon in flip-flops – frustrating, inefficient, and ultimately detrimental to their performance.

A superior developer experience , on the other hand, unleashes their full potential. This translates to

• Faster time to market: Streamlined workflows, automated processes, and collaborative tools accelerate development cycles, enabling you to deliver innovative solutions ahead of the competition.
• Elevated code quality: Happy, empowered developers write better code. With the right tools and support, they can focus on crafting elegant, robust solutions that delight users and drive business value.
• Increased developer retention: Top talent is a precious commodity. A positive developer experience  fosters a sense of purpose and satisfaction, making your organization a magnet for the best developers and reducing costly turnover.

OpenText: Your partner in developer experience excellence

OpenText offers a comprehensive suite of developer experience solutions designed to elevate your developer experience and fuel your software development success.

1. OpenText™ DevOps Cloud: Empower developers in the cloud

This cloud-based AI DevOps platform provides a unified environment for development, testing, and deployment, eliminating the friction of juggling disparate tools.

• Integrated toolchain: Connect all phases of your software delivery lifecycle (SDLC) and consolidate your tools into a single, holistic platform.
• AI-powered automation: Free your developers from tedious tasks with AI-driven test automation and intelligent assistance.
• Seamless collaboration: Foster a culture of shared success with integrated tools that break down silos between development, testing, and operations teams.
• Performance optimization: Equip your developers with performance engineering tools to proactively identify and address bottlenecks, ensuring your applications perform flawlessly under pressure.

2. OpenText™ Functional Testing: Shift-left with confidence

Integrate automated testing early in the development cycle and empower developers to catch bugs sooner, reducing costly rework and accelerating delivery.

• AI-driven testing: Simplify test creation and maintenance with AI-powered tools that learn and adapt to your application.
• Codeless automation: Make test automation accessible to all developers, regardless of their testing expertise.

3. OpenText™ Performance Engineering: Build for scale and performance

Ensure your applications can handle the demands of real-world usage with comprehensive performance testing and analysis tools.

• Real-world simulation: Simulate user traffic and load conditions to identify performance bottlenecks before they impact your users.
• Continuous performance feedback: Integrate performance testing into your CI/CD pipeline for continuous feedback and optimization.

4. OpenText™ Software Delivery Management: Orchestrate your development lifecycle

Manage your entire software development lifecycle from a single platform, streamlining workflows and fostering collaboration.

• Agile and DevOps support: Embrace Agile and DevOps methodologies with tools that support iterative development and continuous delivery.
• End-to-end visibility: Gain complete transparency into your development process, enabling data-driven decisions and continuous improvement.

Embrace the future of developer experience with OpenText

The future of software development belongs to those who prioritize developer experience. OpenText is your partner in building a developer-centric culture that fosters innovation, accelerates delivery, and drives business success.

Ready to unleash the full potential of your development team?

Explore OpenText DevOps solutions or contact an OpenText expert today!

The post How to not burn out your developers: Optimize the developer experience  appeared first on OpenText Blogs.

FedRAMP certification is increasingly central to how technology providers serve the U.S. government. For cloud-based services that manage sensitive data, achieving FedRAMP authorization is not just a regulatory milestone. It is a signal of trust, security, and capability. This is especially true for secure communication platforms like cloud fax solutions, which continue to play a vital role in government workflows. That is why our very own solutions in OpenText™ Core Fax and OpenText™ Fax Cloud Connect are currently on a clear path to achieving FedRAMP authorization in the first half of 2026. This move reflects a strong commitment to deliver secure, compliant, and reliable services to public sector organizations.

But what is FedRAMP and why is it important?

FedRAMP, the Federal Risk and Authorization Management Program, is a U.S. government wide initiative that standardizes the security assessment, authorization, and continuous monitoring of cloud services. Any cloud provider seeking to work with a federal agency must either be FedRAMP authorized or actively working toward authorization. All U.S. federal agencies are required to use FedRAMP-authorized cloud services, ensuring a unified and risk-conscious approach to cybersecurity across the federal landscape.

For OpenText, achieving FedRAMP authorization goes far beyond simply meeting a compliance requirement. The benefits are significant and strategic:

1. Access to the federal market
FedRAMP authorization is a prerequisite for operating within most U.S. government environments, unlocking opportunities in a highly regulated and expansive sector.

2. Stronger competitive positioning
Authorization signals to both public and private sector clients that OpenText meets the highest standards of security and operational maturity.

3. Operational consistency
By aligning with a single, rigorous framework recognized across multiple federal agencies, FedRAMP streamlines compliance and reduces complexity.

4. Enhanced cybersecurity posture
Built on NIST 800-53 controls, FedRAMP includes continuous monitoring, incident response, and vulnerability scanning, strengthening the overall security framework.

5. Data protection by design
FedRAMP requires robust encryption (at rest and in transit), role-based access controls, and secure auditing core components of a resilient security architecture.

6. Transparency and oversight
Authorized systems undergo regular reviews and are held to evolving standards, providing agencies with confidence in the integrity and accountability of their cloud services.

Alignment with state and local frameworks

FedRAMP functions as the foundational framework that supports and often supersedes state level risk and authorization programs, including StateRAMP (a national nonprofit initiative for state and local governments) and state specific programs like TX-RAMP (Texas), AZ-RAMP (Arizona), and others. These programs are modeled after or closely aligned with FedRAMP’s robust standards, leveraging the same core principles such as NIST 800-53 controls, standardized assessment methodologies, and continuous monitoring requirements. As a result, cloud service providers that achieve FedRAMP authorization are well-positioned to meet or exceed the requirements of these state programs. This alignment enables a more efficient path to multi-jurisdictional compliance, reduces duplicative assessment efforts, and reinforces FedRAMP's role as the superset framework underpinning cloud security for all levels of government in the U.S. Finally, the result of the FedRAMP process is an "Authority to Operate" (ATO), which is a formal authorization from the government for a CSP to operate and handle sensitive data. While "certification" is often used in the same context as authorization, it can also refer to the process of meeting FedRAMP requirements and preparing for authorization. 

OpenText Fax Cloud Connect and Core Fax: Meeting the standards of secure federal communication

OpenText is committed to achieving FedRAMP authorization for its digital cloud fax solutions OpenText Fax Cloud Connect and OpenText Core Fax by the first half of 2026. This is not a theoretical goal; meaningful progress is already well underway.

OpenText currently operates a FedRAMP-authorized environment that hosts several approved products, and we are actively working to extend this secure platform to include both Core Fax and Fax Cloud Connect. To support this effort, OpenText has established a sovereign U.S. environment for Core Fax, ensuring that all data remains within U.S. jurisdiction fully aligned with FedRAMP’s stringent data residency and sovereignty requirements.

Additionally, we are partnering with a certified Third-Party Assessment Organization (3PAO) to perform an independent assessment of both solutions against the FedRAMP authorization requirements. This ensures a transparent, impartial, and rigorous validation of our security posture.

Through this approach, OpenText is not just aiming for compliance. We are delivering secure, trustworthy digital fax solutions that federal agencies can adopt with confidence.

Why secure cloud faxing still matters - six real use cases

Secure faxing may not dominate headlines in the same way cloud collaboration tools do, but it remains a foundational part of critical workflows where legal, personal, or sensitive data must be transmitted reliably and compliantly. Below are six real-world scenarios where FedRAMP compliant faxing plays an essential role:

1. Health record transfers across agencies

A Department of Veterans Affairs clinic needs to send medical documentation to a Department of Defense medical center. These transmissions involve protected health information (PHI) and must comply with HIPAA and federal cybersecurity standards. A FedRAMP-authorized fax solution ensures this information is transmitted securely and reliably.

2. Federal contract submissions

Government contractors frequently submit sensitive bid documents, acquisition forms, and defense-related materials via fax. This method remains preferred due to its legal enforceability and chain-of-custody features. FedRAMP compliance ensures that transmitted materials are encrypted, traceable, and stored securely.

3. Military procurement and defense logistics

Procurement officers within the Department of Defense often need to fax technical specs, procurement requests, or logistics plans to suppliers and internal teams. These documents may contain controlled unclassified information (CUI). A FedRAMP compliant fax system protects the confidentiality and integrity of that data across all endpoints.

4. Emergency response collaboration

During national emergencies, agencies like FEMA rely on fax to rapidly exchange signed waivers, resource deployment plans, and public safety documents. With FedRAMP compliant faxing, sensitive materials can be shared confidently, even in chaotic, time-sensitive environments.

5. Higher education loan and grant processing

Federal student aid offices and higher education institutions transmit thousands of loan forms, eligibility records, and grant documentation containing personally identifiable information (PII). Secure faxing remains integral to this process. A FedRAMP authorized platform guarantees compliance with federal privacy regulations.

6. Whistleblower and ethics reporting

Agencies that receive confidential or anonymous reports, particularly those related to ethics, legal investigations, or internal audits, often use fax due to its traceability and secure delivery. FedRAMP compliance provides the technical assurance needed to protect these communications.

Looking ahead

Today, our OpenText Core Fax and OpenText Fax Cloud Connect solutions are built for reliability, compliance, and secure document exchange. With our roadmap firmly set toward FedRAMP authorization in 2026, we are taking the necessary steps to support our public sector clients in their mission to operate securely and efficiently.

Our sovereign U.S. environment, third-party assessment strategy, and commitment to continuous monitoring place us in a strong position to support some of the most demanding and security conscious organizations in the country.

Secure faxing remains a cornerstone of government communication especially when certainty, privacy, and auditability matter most. With FedRAMP authorization on the horizon, OpenText digital fax solutions are poised to deliver that trust at the highest level.

The post OpenText digital fax solutions set course for FedRAMP Authority to Operate & Certification in 2026 appeared first on OpenText Blogs.

When we look at evolving customer communications, we often focus on improving the experience by adding new delivery channels, improving content by adding color and variable images based on the audience or improving self-service. Some organizations focus on making the communications interactive in digital channels, adding video or improving self-serve preference management to encourage digital adoption and reduce print costs. 

Despite efforts over the years to merge transactional and promotional (marketing) communications, it’s still more common than not that these communications continue to be managed and generated in siloed systems, separating their stakeholders in name of privacy and security of the data. Marketing needs to have the freedom to explore any and all options when it comes to lead generation and customer nurturing while transactional communications need to maintain guardrails to retain trust with existing customers by protecting their sensitive data. 

Unfortunately, this approach often impacts the customer experience. Inconsistencies in communication look and feel, silos by line of business, disconnected or limited integration between systems ultimately leaves gaps in the customer’s ability to navigate the vast web pages and content available through self-serve. This causes them to turn to support channels such as the contact center, customer service, agents, chats, etc. More often than not, these employees in the front lines of customer support often request patience from the customer as they need to navigate several internal systems in an effort to find the desired information or answers. 

While many strategies look to new software, business process automation or to redesign communications as a way to improve the overall experience, the goldmine at the root of every experience is the customer data. 

Customer data management is done in a variety of ways within an organization, even within individual lines of business. CRMs are often used to capture information for preference management, CDPs (customer data platforms) are used for website tracking and personalization, often missing the full omnichannel experience tracking. Marketing automation has included lightweight CRMs which are evolving to CDPs but are sometimes just their own database specific to their content-focused used cases. Campaign management is often separate as well, holding its own set of data used for personalizing campaigns and understanding customer behavior within them. Journey management solutions also have a unique set of data not stored elsewhere around the events, actions and behaviors, both planned and reality, that reflect customer interactions. Segmentation is another function that is often solved through custom scripting or home-grown systems or is embedded within other marketing systems but holds valuable insights. 

The result is a vast system of siloed data sources that customer experience executives and communication centers of excellence (COE) see a need to address, but it requires a level of attention and effort to sort through. At best, go forward efforts such as zero copy policies helps reduce complexity, but can slow down adoption of new technologies. 

Adding more complexity are AI and LLMs. Generative or Content AI is really where many communications and data tools have focused to generate or tweak content. However, concerns around intellectual property can limit how organizations want to use these tools. In communications management, assisting content creators to craft messages has shown some value, but is only the tip of the iceberg of the potential value AI can provide to communications experiences. The more data available to be fed into an LLM, the more we can leverage other AI variations such as Insights AI and Responsive AI, which have the potential to analyze the vast amount of data available in these siloed systems and make recommendations for improving customer experiences from individual touch points to the overall sentiment of the business relationship. 

Knowing that this data exists today within organizations but in disparate systems is a good problem to start with. Many have attempted to solve this through business process management/automation and integration, but that approach can create complexities of its own. Aggregating all of this data to persist in a single, centralized database is an unrealistic effort that will get shut down by every CIO and IT department. So, how can we address this? 

The first step is understanding where this data exists today. A few questions to ask… What systems exist and where? What type of data is stored in these systems? Is it usable? Is it actionable? Where and when is it used and to what extent? For example, can it be used for personalization of content within a communication, personalization of an experience touchpoint or automating orchestration follow ups? 

Once you begin to understand the complexity of your organization’s data infrastructure and the valuable data it holds, you open the door to the opportunity to connect these systems with a customer data solution that can provide a powerful, complete view of the customer that is both actionable and insightful. 

The work is not done yet. Understanding the personas who need to use this data, creating a data governance strategy and aligning key stakeholders are also critical steps to success. What are the desired outcomes and their respective priorities of this data once it’s aggregated, normalized, analyzed and able to provide a more complete view of your customers and their behaviors? This goldmine of data is powerful and desirable, so having clear priorities is key. 

As we know in customer communications, data is sensitive and must be protected but can provide powerful insights that can improve business outcomes and enhance personalized experiences when used correctly. New solutions are becoming readily available that are approaching disparate enterprise data systems with a different approach that does not require ripping out the existing infrastructure. It is important to remember that the software and solutions are only as good as the strategy that is driving the ROI and outcomes of centralizing customer data. 

The post Is your customer data ready for CX transformation? appeared first on OpenText Blogs.

As supply chains become more digital, global, and complex, businesses are under growing pressure to modernize the way they connect, communicate, and operate.

Two of the most critical technologies enabling this transformation are Electronic Data Interchange (EDI) and Application Programming Interfaces (APIs). While both are used to exchange data between systems and partners, they work in fundamentally different ways—and understanding when and how to use each is key to building a future-ready supply chain. 

In this blog, we’ll break down EDI vs. API, explaining their differences, and why EDI remains vital despite the rise of modern APIs. And, explore how combining the two can give your business the flexibility, speed, and scalability needed to thrive in today’s dynamic environment. 

What is the difference between EDI and API? 

Electronic Data Interchange (EDI) and Application Programming Interfaces (APIs) are both methods of exchanging business data, but they serve different purposes and operate differently. 

EDI (Electronic Data Interchange) is a standardized method for exchanging structured business documents like invoices or purchase orders in batches—ideal for high-volume, stable transactions. 

APIs (Application Programming Interfaces) enable real-time, flexible data sharing between systems, suited for dynamic tasks like live shipment tracking or inventory checks. 

Understanding EDI vs. API is essential because each serves a distinct role. EDI excels at handling high-volume, standardized transactions, while APIs enable real-time, flexible data exchange.  

By understanding their strengths, businesses can strategically use both to create a connected, agile supply chain that balances stability with speed and adaptability. This hybrid approach ensures seamless integration across partners, systems, and workflows. 

EDI simplifies key transactions 

EDI enables fast, structured, and automated data exchange between trading partners, which simplifies key transactions, such as sending orders, giving notice of deliveries, confirming receipt of deliveries, booking transport, sending invoices, among others.  

EDI is understood globally and follows recognized formats, such as EDIFACT, ANSI X12 for seamless data exchange. It’s secure and efficient at handling large volumes of data transactions, but it can be complex and costly to set up the initial configuration and trading partner mappings, especially for smaller companies.  

Despite being trusted and used for decades, for years now, many believed that EDI would be phased out and replaced by Application Programming Interfaces (APIs). However, given its value in delivering structured, error-free data exchange in an increasingly complex global marketplace, EDI usage continues.  

Companies around the world, from suppliers and logistics providers to retailers and manufacturers, rely on an EDI strategy to exchange critical business documents securely, quickly, and in a standardized format. 

APIs enable instant data exchange 

APIs allow instant data exchange without waiting for batch processing and offer integration flexibility with a wide range of systems, such as CRMs, ERPs, analytics tools, and other cloud-based applications within your digital ecosystem. However, where EDI is all about standardization, API formats vary, requiring custom integrations with each partner, which can be costly and time-consuming in multi-partner environments.  

Many businesses use APIs to communicate between disparate systems within their system chain. Since APIs provide real-time data exchange, this can improve supply chain transparency and visibility.  

And, APIs connect to e-commerce platforms and support the integration of analytics tools, allowing businesses to gain insights into performance metrics and adapt to changing conditions.  

The importance of a strategy that connects EDI and API   

The supply chain workforce is changing. Some professionals are retiring, others joining don’t know much about EDI and want to go forward with API-first strategies.  

There are also business challenges, like rising costs, but fewer resources, supply chain disruptions, and technology innovation initiatives, and more. Given these factors, it's less about EDI vs. API, and more about taking a “best of both worlds” approach, which sets you up for success.  

Rather than replace EDI, integrate it with APIs, other cloud platforms, and AI/ML, so you can enhance automation and flexibility within your digital ecosystem. This connected approach will reduce costs in the long term, improve operations despite possible disruptions and workforce changes, and ensure compliance with global standards.  

With a connected strategy, you can bridge the gap between bulk transaction support and real-time data exchange, making it easier to handle high-volume processes and dynamic, immediate updates needed to keep the flow of business going.  

You can more easily integrate with ERP systems, such as Microsoft Dynamics, Oracle NetSuite, Oracle Fusion, and SAP S/4HANA, that are already in place instead of ripping and replacing to make new technology fit with legacy technology. 

How to get started with EDI and API integration 

Every day you try to keep operations running smoothly, find ways to innovate and drive efficiencies, reduce costs, and simplify your supply chain. But you are asked to do this with limited resources and budget, making it hard to keep up with the speed of technology.  

When managing all these connections and the information attached to them, it's important to think long-term, not just one year at a time. You need solutions that evolve with you and continuously add new capabilities to assist you as your business grows. 

You don’t have to go it alone. There are several solutions out there, but what you need is a partner and a solution that will take the time to understand your digital ecosystem, so everything is done right from the start.  

Here are questions to ask when selecting an EDI and B2B integration solution and partner:  

• Knowledge and Know-How: Can they ensure a successful implementation—on time and on budget? 

• Automated Workflows: Can they help you find ways to reduce manual tasks and errors and increase productivity? 

• Enhanced Visibility: Does the solution – as built out of the box - enable access up-to-date information for better decision-making, gaining insights into your supply chain operations? 

• Cost Reduction: Will the solution reduce long-term costs, including total cost of ownership (TCO), and avoid hidden implementation fees? 

• Compliance: Can they ensure adherence to industry standards and regulations? 

• Ongoing Support: Will you receive regular customer support, including help with data validation and mappings from onboarding through implementation and after go-live? 

EDI and APIs: How OpenText can help 

OpenText Business Network supports both EDI and API-based integration—allowing businesses to connect with all partners, regardless of their technology maturity. This hybrid approach ensures end-to-end visibility, flexibility, and scalability across your digital supply chain. 

OpenText's B2B Integration solutions create a unified environment connecting your ERP system (Microsoft Dynamics 365, Oracle NetSuite, Oracle Fusion, SAP S/4HANA, etc.) with EDI and APIs in one digital ecosystem. 

OpenText offers pre-built ERP EDI-to-API adapters on a modern, scalable B2B platform and VAN—enabling faster deployment without requiring deep EDI expertise. 

Our trusted, flexible solutions let businesses connect once to everything. With our expertise, you'll streamline supply chain operations and build a foundation for innovations like AI/ML that maximizes your business data value. 

Ready to get started? Learn more about OpenText’s Easy EDI integration. 

The post EDI vs. API: Why both still matter in a modern supply chain appeared first on OpenText Blogs.

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.

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.  

Enter information management

Comprehensive information management solutions offer the tools you need to extract full value from your information. They feature innovative technology such as:

• AI to automate how you handle information and to draw insights from it
• End-to-end security to protect your—as well as your customers’—information
• Reliable, highly available cloud platforms so you can quickly and safely scale as your information stores grow
• Content management to ensure your information is well-organized and data governance so it complies with regulatory requirements
• Customer experience tools that mine information to improve loyalty and product development

 Start here

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.

The post Are you making the most of your information? appeared first on OpenText Blogs.

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:

1. Aging infrastructure requiring significant maintenance resources
2. Siloed data systems
3. Complex document management requirements for regulatory compliance
4. Complex supply chains and B2B ecosystems that play a key role in keeping assets running for longer
5. High costs and safety risks associated with field and facility operations
6. 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.

How can OpenText work with you?

Learn more about OpenText solutions for Utilities, Chemicals, Oil and Gas, Metals and Mining and Engineering, Procurement and Construction that can help you work smarter in 2025 and beyond.

The post How to Save $1B for Energy and Resources Corporations the OpenText Way appeared first on OpenText Blogs.

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.

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.

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.

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.

The post Transform energy, manufacturing, and asset operations with AI content management appeared first on OpenText Blogs.