Glean - OpenText Product Traceability Integration and Automation

Common Integration Use Cases Between Glean and OpenText Product Traceability

Glean is an enterprise AI search and knowledge discovery platform that helps employees find information across business systems, documents, and conversations. OpenText Product Traceability is used to manage product genealogy, lot and serial traceability, compliance records, and quality-related product history across the supply chain and manufacturing lifecycle. Together, they can connect operational traceability data with enterprise knowledge access, improving decision-making, compliance response, and cross-functional collaboration.

1. Unified search for product traceability records and supporting documentation

Direction: OpenText Product Traceability - Glean

Index traceability records, batch histories, lot genealogy, deviation reports, and related quality documents from OpenText Product Traceability into Glean so quality, operations, and customer support teams can quickly find the right information without navigating multiple systems.

• Customer support can locate product history for a specific serial or lot number during an escalation.
• Quality teams can retrieve linked SOPs, inspection records, and traceability evidence in one search.
• Operations leaders can reduce time spent manually gathering audit-ready documentation.

2. AI-assisted investigation of quality incidents and recalls

Direction: Bi-directional

Use Glean to surface relevant knowledge from emails, tickets, policies, and investigation notes while OpenText Product Traceability provides the authoritative product genealogy and affected lot data. This supports faster root-cause analysis and recall assessment.

• Investigators search Glean for prior incidents, corrective actions, and similar cases.
• OpenText Product Traceability supplies impacted materials, suppliers, production runs, and distribution paths.
• Teams can assemble a complete incident brief faster and with less manual effort.

3. Faster audit preparation and compliance evidence retrieval

Direction: OpenText Product Traceability - Glean

Expose traceability artifacts, certificates, inspection results, and compliance records from OpenText Product Traceability through Glean so audit and regulatory teams can quickly locate evidence for internal reviews, customer audits, and regulatory inspections.

• Auditors can search by product, lot, supplier, or date range and find supporting records immediately.
• Compliance teams can gather evidence from multiple repositories through one interface.
• Reduces delays caused by manual document chasing across departments.

4. Cross-functional product issue resolution workspace

Direction: Bi-directional

When a product issue is logged in OpenText Product Traceability, Glean can retrieve related knowledge such as engineering notes, supplier communications, and prior remediation plans. Conversely, users in Glean can jump to the traceability record to review affected inventory and disposition status.

• Engineering, quality, procurement, and customer service work from the same context.
• Teams can identify whether an issue is isolated or part of a recurring pattern.
• Improves coordination on containment, disposition, and corrective action workflows.

5. Supplier performance and material risk analysis

Direction: OpenText Product Traceability - Glean

Feed supplier-linked traceability data into Glean so procurement and quality teams can search across supplier performance notes, nonconformance history, and material traceability records to assess risk before sourcing decisions are made.

• Procurement can review supplier-related quality trends before awarding new business.
• Quality managers can identify recurring issues tied to specific suppliers or materials.
• Supports more informed supplier reviews and corrective action follow-up.

6. Knowledge assistant for frontline manufacturing and quality teams

Direction: Glean - OpenText Product Traceability

Use Glean as the entry point for employees to ask natural-language questions such as which lots were affected by a deviation or where the latest traceability record is stored, then direct them to the relevant OpenText Product Traceability record or related documentation.

• Reduces dependency on subject matter experts for routine traceability questions.
• Helps shop floor, QA, and support staff find the correct process or record faster.
• Improves consistency in how teams access product history information.

7. Executive visibility into traceability trends and recurring issues

Direction: OpenText Product Traceability - Glean

Publish summarized traceability insights, recurring defect patterns, and investigation outcomes from OpenText Product Traceability into Glean so leadership teams can search and review operational trends alongside business context from other systems.

• Executives can quickly review recurring product quality issues across plants or product lines.
• Helps identify where process improvements or CAPA investments are needed.
• Supports faster decision-making with both operational data and contextual knowledge in one place.

8. Onboarding and training for traceability and quality processes

Direction: Bi-directional

Connect OpenText Product Traceability records with Glean search so new employees can find training materials, process guides, and historical examples related to traceability workflows. This helps them learn how to use the system and understand the business process behind it.

• New hires can search for how to handle lot traceability, deviations, and recall procedures.
• Training teams can link SOPs and job aids directly to live traceability examples.
• Improves adoption and reduces errors in quality and manufacturing workflows.