Microsoft 365 - OpenText Magellan BI & Reporting Integration and Automation

Common Integration Use Cases Between Microsoft 365 and OpenText Magellan BI & Reporting

• Executive reporting packs delivered through Microsoft Teams and Outlook

  OpenText Magellan BI & Reporting generates scheduled dashboards and KPI reports from content repositories and business systems, then distributes them into Microsoft 365 channels such as Outlook email, Teams, or SharePoint. Executives and managers receive the latest operational metrics in the tools they already use, reducing time spent logging into separate BI portals and improving decision-making cadence.

• SharePoint-based self-service analytics portal for business users

  Magellan BI & Reporting publishes interactive reports and dashboards into SharePoint pages or linked document libraries, creating a centralized analytics workspace inside Microsoft 365. Business teams can access approved reports alongside policies, meeting notes, and project documents, which improves adoption and keeps reporting tied to the operational context of the work.

• Automated operational alerts from BI thresholds into Microsoft Teams

  When Magellan detects exceptions such as overdue cases, SLA breaches, inventory variances, or compliance anomalies, it can trigger alerts into Microsoft Teams channels or direct messages. This enables faster cross-functional response from operations, finance, compliance, and service teams without waiting for manual report review.

• Document and content analytics for compliance and records management

  Magellan analyzes unstructured content stored in SharePoint or connected OpenText repositories and surfaces trends such as document aging, missing approvals, policy exceptions, or contract renewal exposure. Compliance, legal, and records teams can review these insights in Microsoft 365, helping them prioritize remediation and reduce governance risk.

• Finance and operations dashboards embedded in Microsoft 365 workflows

  Magellan BI & Reporting provides embedded analytics for finance, procurement, HR, or service operations, while Microsoft 365 hosts the surrounding workflow documents, approvals, and collaboration threads. For example, a procurement team can review spend dashboards in SharePoint, discuss variances in Teams, and store supporting files in OneDrive or SharePoint, creating a more connected review process.

• Power BI and Magellan report distribution for different user groups

  Organizations can use Magellan as the governed reporting layer for enterprise and content-heavy data, then distribute summarized outputs into Microsoft 365 for broad consumption. Power users may work with detailed Magellan dashboards, while frontline managers receive simplified report snapshots in Excel, Teams, or Outlook, ensuring the right level of detail reaches each audience.

• Meeting-ready analytics for leadership reviews and business reviews

  Magellan can refresh performance reports before recurring Microsoft Teams meetings and place the latest files or dashboard links into the meeting workspace or SharePoint agenda site. This gives leadership teams a consistent, current view of business performance, reduces manual slide preparation, and improves meeting efficiency.

• Cross-team performance management using Excel and reporting exports

  Magellan exports structured report data to Excel for deeper analysis, ad hoc modeling, or commentary by business teams in Microsoft 365. Analysts can annotate results, combine them with other operational data, and share the final workbook through SharePoint or Teams, supporting collaborative review without losing the governed source of truth.