OpenText Core Signature - OpenText Core Experience Insights Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and OpenText Core Experience Insights

1. Signature workflow adoption and completion analytics

Data flow: OpenText Core Signature to OpenText Core Experience Insights

Track how users interact with signature requests, including invitation open rates, time to complete, drop-off points, and completion by department or region. This helps operations and process owners identify where signing workflows are slowing down and which document types create the most friction.

• Measure average signature turnaround time by workflow
• Identify bottlenecks in approval chains
• Compare adoption across business units
• Support continuous improvement of digital signing processes

2. Customer onboarding journey optimization

Data flow: Bi-directional

Use OpenText Core Signature to capture legally binding onboarding documents, then send interaction data to OpenText Core Experience Insights to analyze where customers hesitate or abandon the process. Insights can be used to refine onboarding steps, improve document sequencing, and reduce onboarding cycle time.

• Analyze completion rates for onboarding packets
• Detect which forms cause delays or rework
• Improve customer experience in high-volume onboarding programs
• Support faster account activation

3. HR document signing experience improvement

Data flow: OpenText Core Signature to OpenText Core Experience Insights

For HR processes such as offer letters, policy acknowledgements, and benefits enrollment, signature activity can be analyzed to understand employee engagement and completion behavior. HR teams can see which documents are frequently delayed, which employee groups need more support, and where communication needs to be clearer.

• Track completion of offer and policy documents
• Identify employee segments with lower completion rates
• Reduce manual follow-up by HR staff
• Improve new hire experience and compliance

4. Contract approval process performance monitoring

Data flow: OpenText Core Signature to OpenText Core Experience Insights

Integrate signature events from contract workflows into analytics to measure approval cycle efficiency across legal, procurement, sales, and finance. This gives business leaders visibility into where contracts stall, how long each approver takes, and whether certain templates or approval paths create unnecessary delays.

• Measure cycle time by contract type
• Spot slow approver groups or regions
• Compare performance across standard and exception workflows
• Support SLA management for contract execution

5. Digital workplace adoption reporting for e-signature services

Data flow: OpenText Core Signature to OpenText Core Experience Insights

Organizations rolling out e-signature capabilities across the digital workplace can use analytics to monitor adoption, usage frequency, and user behavior. This helps IT and change management teams determine whether employees are using the service effectively and where additional training or communication is needed.

• Track active users and usage trends over time
• Measure adoption by business unit or location
• Identify low-engagement groups for targeted enablement
• Validate return on investment for digital transformation initiatives

6. Exception handling and rework analysis for unsigned documents

Data flow: Bi-directional

When documents remain unsigned, are rejected, or require resubmission in OpenText Core Signature, those events can be analyzed in OpenText Core Experience Insights to identify recurring causes such as unclear instructions, missing fields, or poor mobile usability. The insights can then be used to improve document templates and workflow design.

• Analyze rejection and resend patterns
• Identify documents with high rework rates
• Improve template quality and signer instructions
• Reduce operational overhead in support teams

7. Executive dashboards for compliance and process efficiency

Data flow: OpenText Core Signature to OpenText Core Experience Insights

Combine signature completion data with analytics dashboards to provide leadership with a clear view of compliance-related document execution. This is useful for regulated industries that need visibility into whether required acknowledgements, disclosures, and approvals are being completed on time.

• Monitor compliance document completion rates
• Track overdue or pending signatures
• Provide audit-ready operational reporting
• Support governance across multiple business functions