OpenText Extended ECM - Business Workspaces - OpenText Core Experience Insights Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM - Business Workspaces and OpenText Core Experience Insights

1. Workspace Adoption Analytics for Business Process Owners

Data flow: OpenText Extended ECM - Business Workspaces → OpenText Core Experience Insights

Track how employees, partners, or case teams use business workspaces tied to customers, projects, claims, or cases. Usage data such as login frequency, document access, workflow participation, and search behavior can be analyzed to identify which workspaces are actively supporting business processes and which are underused.

• Measure adoption by department, region, or business unit
• Identify workspaces with low engagement and poor content usage
• Support continuous improvement of workspace design and process adoption

Business value: Helps process owners improve user adoption, reduce process friction, and ensure the workspace model is delivering value in day-to-day operations.

2. Content and Workflow Experience Optimization

Data flow: OpenText Core Experience Insights → OpenText Extended ECM - Business Workspaces

Use experience analytics to identify where users struggle with workspace navigation, document retrieval, or workflow completion. Insights can be fed back to workspace administrators to refine metadata structures, task layouts, and content organization.

• Detect high drop-off points in workflow completion
• Spot frequently searched but hard-to-find documents
• Improve workspace templates based on actual user behavior

Business value: Reduces time spent searching for information, improves task completion rates, and creates a more intuitive business workspace experience.

3. Customer or Project Workspace Engagement Reporting

Data flow: OpenText Extended ECM - Business Workspaces → OpenText Core Experience Insights

For customer-facing or project-based workspaces, capture engagement metrics across internal teams and external collaborators. This enables managers to see whether key stakeholders are reviewing documents, responding to tasks, and participating in the workspace as expected.

• Monitor engagement by project phase or customer account
• Compare participation across internal and external users
• Highlight inactive stakeholders before deadlines are missed

Business value: Improves accountability and coordination across cross-functional teams, especially in client delivery, implementation, and account management scenarios.

4. Governance and Compliance Usage Monitoring

Data flow: OpenText Extended ECM - Business Workspaces → OpenText Core Experience Insights

Analyze how users interact with governed content in regulated workspaces such as legal cases, audits, procurement files, or quality records. Experience insights can reveal whether required documents are being accessed, whether approval steps are being completed, and where compliance-related delays occur.

• Track completion of mandatory review and approval steps
• Identify workspaces with repeated policy exceptions or delays
• Support audit readiness with evidence of user activity

Business value: Strengthens compliance oversight, reduces operational risk, and helps ensure governed content is used correctly within business processes.

5. Role-Based Workspace Design Improvement

Data flow: OpenText Core Experience Insights → OpenText Extended ECM - Business Workspaces

Use behavioral analytics to understand how different roles, such as sales, case managers, procurement specialists, or project leads, interact with their workspaces. The results can be used to tailor workspace templates, permissions, and content presentation by role.

• Compare behavior patterns across user groups
• Adjust workspace layouts for specific job functions
• Reduce unnecessary content exposure and navigation complexity

Business value: Improves productivity by making workspaces more relevant to each role and reducing time spent navigating irrelevant content.

6. Search and Content Findability Analysis

Data flow: OpenText Extended ECM - Business Workspaces → OpenText Core Experience Insights

Capture search terms, failed searches, and document access patterns within business workspaces to determine whether users can quickly find the content they need. This is especially useful in large customer, project, or case workspaces with high document volumes.

• Identify content gaps and duplicate documents
• Improve metadata quality based on search behavior
• Optimize folder structures and document classification

Business value: Reduces wasted effort, improves information retrieval, and supports better content governance through cleaner workspace design.

7. Executive Reporting on Digital Workplace Effectiveness

Data flow: Bi-directional, with OpenText Extended ECM - Business Workspaces providing operational usage data and OpenText Core Experience Insights providing analytics and trend summaries

Combine workspace activity data with experience analytics to create executive dashboards showing how effectively business workspaces support collaboration, process execution, and content access across the enterprise.

• Show adoption trends by business process or geography
• Correlate workspace usage with workflow completion and turnaround times
• Support investment decisions for workspace expansion or redesign

Business value: Gives leadership a clear view of operational performance and user adoption, helping prioritize process improvements and platform investments.

8. Continuous Improvement for Customer and Employee Experience Programs

Data flow: Bi-directional

Use OpenText Core Experience Insights to identify friction points in workspace usage, then apply changes in OpenText Extended ECM - Business Workspaces to improve the experience. After changes are deployed, monitor the impact through ongoing analytics to validate whether adoption and engagement improve.

• Test changes to workspace templates, content structure, or workflow steps
• Measure before and after adoption metrics
• Create a feedback loop for ongoing optimization

Business value: Establishes a closed-loop improvement cycle that helps business teams continuously refine collaboration and content management processes based on real user behavior.