OpenText Core Digital Asset Management - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText Core Digital Asset Management and Microsoft Planner

OpenText Core Digital Asset Management helps organizations store, organize, govern, and distribute approved digital assets such as images, videos, brand files, and campaign content. Microsoft Planner supports team task management, work assignment, and progress tracking. Together, they create a practical workflow where creative assets and operational tasks stay aligned across marketing, communications, and project teams.

1. Asset Review and Approval Task Creation

When a new asset is uploaded to OpenText Core Digital Asset Management, a task can be created in Microsoft Planner for reviewers, brand managers, or legal approvers. The task can include the asset link, due date, and required action, helping teams manage approval cycles without relying on email chains.

• Direction: OpenText Core Digital Asset Management to Microsoft Planner
• Business value: Faster approvals and clearer accountability
• Typical users: Marketing operations, brand governance, legal review teams

2. Campaign Asset Delivery Coordination

For campaign launches, approved assets in OpenText Core Digital Asset Management can trigger Planner tasks for downstream teams such as social media, web, print, or regional marketing. Each task can reference the approved file and specify channel-specific deployment steps, ensuring execution stays synchronized with the asset library.

• Direction: OpenText Core Digital Asset Management to Microsoft Planner
• Business value: Better campaign coordination and fewer missed launch steps
• Typical users: Campaign managers, regional marketers, channel owners

3. Asset Request Management from Project Plans

When a project team identifies a need for new creative content in Microsoft Planner, a task can be sent to OpenText Core Digital Asset Management workflows or linked to an asset request process. This allows project managers to request images, videos, or brand materials directly from their work plan and track the request through completion.

• Direction: Microsoft Planner to OpenText Core Digital Asset Management
• Business value: Structured intake for creative requests and reduced ad hoc communication
• Typical users: Project managers, creative teams, content producers

4. Expiration and Refresh Task Tracking for Assets

OpenText Core Digital Asset Management can identify assets nearing expiration, such as outdated product images, seasonal campaign files, or licensed media. It can then create Planner tasks for content owners to review, replace, or retire those assets before they are reused in active projects.

• Direction: OpenText Core Digital Asset Management to Microsoft Planner
• Business value: Lower compliance risk and improved content freshness
• Typical users: Content governance teams, legal, marketing operations

5. Cross-Team Content Production Workflow

As creative assets move through production stages in OpenText Core Digital Asset Management, Planner can be used to assign supporting tasks such as copywriting, translation, localization, metadata enrichment, and final QA. This creates a coordinated workflow across creative, editorial, and regional teams while keeping the asset as the central reference point.

• Direction: Bi-directional
• Business value: More efficient production handoffs and better visibility across teams
• Typical users: Creative services, localization teams, content operations

6. Brand Compliance Remediation Tasks

If an asset in OpenText Core Digital Asset Management is flagged for missing metadata, incorrect branding, or policy issues, a Planner task can be generated for the responsible team to correct the problem. Once the task is completed, the asset can be updated and reapproved in the repository.

• Direction: OpenText Core Digital Asset Management to Microsoft Planner
• Business value: Faster remediation and stronger brand governance
• Typical users: Brand managers, compliance teams, content administrators

7. Event and Product Launch Coordination

For events or product launches, OpenText Core Digital Asset Management can serve as the source of approved banners, presentations, videos, and promotional materials, while Microsoft Planner manages the execution checklist. Tasks can be assigned for booth setup, email deployment, partner distribution, and social publishing, each linked to the relevant asset set.

• Direction: Bi-directional
• Business value: End-to-end launch control with fewer execution gaps
• Typical users: Event teams, product marketing, field marketing

These integration scenarios help organizations connect asset governance with day-to-day work management, improving speed, consistency, and accountability across content-driven processes.