OpenText Extended ECM - Business Workspaces - Glean Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM - Business Workspaces and Glean

OpenText Extended ECM - Business Workspaces is strong for governed content management inside business processes, while Glean excels at enterprise search and knowledge discovery across systems. Together, they can help users find the right information faster while keeping authoritative content organized in OpenText workspaces.

1. Search OpenText Business Workspaces from Glean

Data flow: OpenText Extended ECM - Business Workspaces to Glean

Index workspace metadata, documents, and related business context into Glean so employees can search across projects, customers, cases, or assets without opening each workspace manually. This is useful for sales, legal, procurement, and operations teams that need quick access to governed content.

• Find contracts, project files, and case records by customer name, project ID, or status
• Reduce time spent navigating multiple workspaces
• Improve reuse of approved content and reduce duplicate requests

2. Surface Workspace Content in Glean Based on User Role and Context

Data flow: Bi-directional

Use Glean to present relevant OpenText workspace content based on the user?s department, recent activity, or business role. For example, a project manager searching for a client can see the associated workspace, latest documents, and open tasks in one view.

• Deliver role-based results for finance, HR, legal, and project teams
• Show the most relevant workspace documents and metadata in search results
• Improve decision-making with context-aware access to governed content

3. Launch Directly into the Correct Business Workspace from Glean Search Results

Data flow: Glean to OpenText Extended ECM - Business Workspaces

When users find a document or business object in Glean, they can click through to the exact OpenText workspace where the content is managed. This supports workflows where users need to review related records, add comments, or upload new files in the governed system of record.

• Reduce friction between discovery and action
• Ensure users work in the correct governed workspace
• Support auditability and version control by keeping edits in OpenText

4. Improve Customer or Case Resolution with Unified Knowledge Access

Data flow: OpenText Extended ECM - Business Workspaces to Glean

For customer service, claims, or legal case teams, Glean can index workspace content such as correspondence, evidence, approvals, and prior decisions. Agents can quickly locate similar cases, approved responses, and supporting documents without searching across multiple repositories.

• Shorten case handling time
• Increase consistency in responses and decisions
• Help teams reuse prior work and avoid repeated investigation

5. Enable Project Teams to Find Deliverables, Approvals, and Status Information Faster

Data flow: OpenText Extended ECM - Business Workspaces to Glean

Project workspaces often contain schedules, deliverables, meeting notes, approvals, and change requests. By indexing these into Glean, team members can search across active and completed projects to find the latest approved version or identify dependencies across workstreams.

• Support cross-functional project collaboration
• Reduce delays caused by searching for the latest document version
• Improve visibility into project history and approvals

6. Make Compliance and Audit Evidence Easier to Retrieve

Data flow: OpenText Extended ECM - Business Workspaces to Glean

Compliance teams can use Glean to locate audit evidence stored in OpenText workspaces, such as policy acknowledgements, approval records, contract artifacts, and supporting documentation. This helps teams respond faster to audits and internal reviews while preserving OpenText as the governed repository.

• Speed up audit preparation and evidence collection
• Reduce manual searching across departments
• Maintain controlled access to sensitive records

7. Create a Knowledge Layer Across Structured and Unstructured Business Data

Data flow: Bi-directional

Combine OpenText workspace metadata with Glean?s search and retrieval capabilities to create a unified knowledge layer across business objects and content. Users can search by business context in Glean and then drill into the authoritative workspace in OpenText for the full record.

• Connect documents to customers, cases, projects, and assets
• Improve discoverability of content tied to business processes
• Support enterprise-wide knowledge access without weakening governance

In summary, OpenText Extended ECM - Business Workspaces provides the controlled business context, while Glean makes that context easy to find and use across the enterprise. The integration is especially valuable where employees need fast discovery without losing content governance and process control.