OpenText Core Experience Insights - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText Core Experience Insights and Microsoft Planner

OpenText Core Experience Insights helps organizations measure how people interact with content and applications, while Microsoft Planner is used to organize tasks, assign work, and track progress across teams. Integrated together, they can turn usage data and experience signals into actionable work items that improve adoption, reduce friction, and support continuous improvement.

1. Convert low-adoption insights into improvement tasks

Data flow: OpenText Core Experience Insights to Microsoft Planner

When OpenText identifies low engagement, repeated drop-offs, or poor adoption for a content portal, workflow, or application feature, an automated Planner task can be created for the responsible team. For example, if a knowledge base page has high exits or low completion rates, a task can be assigned to the content owner to revise the page, simplify navigation, or update the call to action.

Business value: Speeds up response to experience issues and ensures analytics lead to concrete remediation work.

2. Track user experience improvement initiatives as cross-functional work

Data flow: OpenText Core Experience Insights to Microsoft Planner

Insights from OpenText can be used to create and prioritize Planner tasks for UX, content, training, and application support teams. For example, if analytics show that users struggle with a specific onboarding flow, Planner can organize tasks for design review, help content updates, and support script changes under one initiative.

Business value: Improves coordination across teams and keeps improvement efforts aligned to actual user behavior.

3. Trigger adoption campaigns for underused features

Data flow: OpenText Core Experience Insights to Microsoft Planner

When OpenText shows that a new feature or content area is not being used as expected, a Planner task can be generated for the communications or enablement team to launch a targeted adoption campaign. This may include creating training materials, sending user guidance, or scheduling manager briefings for affected departments.

Business value: Helps organizations increase return on digital investments by driving feature adoption based on evidence.

4. Create support follow-up tasks for recurring friction points

Data flow: OpenText Core Experience Insights to Microsoft Planner

If OpenText detects repeated user friction, such as frequent backtracking, long task completion times, or abandonment at a specific step, a Planner task can be assigned to support or process owners. The team can investigate root causes, update instructions, or escalate to application owners if the issue is systemic.

Business value: Reduces recurring support issues and improves operational efficiency by addressing root causes instead of symptoms.

5. Manage content lifecycle actions based on engagement trends

Data flow: OpenText Core Experience Insights to Microsoft Planner

OpenText can identify content that is heavily used, rarely used, or causing confusion. Based on these insights, Planner tasks can be created for content owners to review, retire, rewrite, or republish materials. This is especially useful for intranets, policy libraries, and employee self-service portals.

Business value: Keeps content relevant, reduces clutter, and improves findability for employees and customers.

6. Prioritize digital workplace enhancements using usage analytics

Data flow: OpenText Core Experience Insights to Microsoft Planner

Digital workplace teams can use OpenText analytics to identify which applications, pages, or workflows are most critical to users. Planner can then be used to manage enhancement requests, assign owners, and track delivery of improvements such as navigation changes, search optimization, or page redesigns.

Business value: Ensures improvement work is focused on the areas with the highest user impact.

7. Monitor and manage continuous improvement backlogs

Data flow: Bi-directional

OpenText Core Experience Insights can feed new improvement opportunities into Microsoft Planner, while Planner task status can be used to track whether those opportunities are being addressed. This creates a closed-loop process where analytics identify issues and Planner manages execution, review, and completion.

Business value: Supports a structured continuous improvement cycle with clear accountability and measurable progress.