OpenText Extended ECM - Business Workspaces - Loci Integration and Automation

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

1. Personalized document recommendations inside business workspaces

Data flow: OpenText Extended ECM - Business Workspaces to Loci, then Loci back to OpenText Extended ECM - Business Workspaces

As users open a customer, project, or case workspace, Loci analyzes workspace content, user behavior, and document metadata to recommend the most relevant files, templates, policies, or related records. OpenText Extended ECM - Business Workspaces can surface these recommendations directly in the workspace so users see the most useful content first.

• Improves document discovery in large workspaces
• Reduces time spent searching for related content
• Helps teams work with the most current and relevant information

2. Context-aware next-best-content suggestions for case and project teams

Data flow: OpenText Extended ECM - Business Workspaces to Loci

When a team works on a specific case, project, or customer record, OpenText Extended ECM - Business Workspaces provides the business context and associated content history. Loci uses this context to recommend supporting materials such as prior case resolutions, project artifacts, compliance documents, or similar customer files.

• Supports faster decision-making
• Helps teams reuse proven content and approaches
• Reduces duplication of effort across departments

3. Personalized workspace landing pages by role or behavior

Data flow: Loci to OpenText Extended ECM - Business Workspaces

Loci can analyze user behavior patterns and content engagement to determine which workspace items should be highlighted for different roles such as sales, legal, operations, or customer service. OpenText Extended ECM - Business Workspaces can then present a tailored landing page with recommended documents, tasks, and related business objects.

• Improves user adoption of the workspace platform
• Reduces clutter by prioritizing relevant content
• Creates a more efficient experience for different user groups

4. Smart recommendations for related content during workflow execution

Data flow: OpenText Extended ECM - Business Workspaces to Loci, then Loci back to OpenText Extended ECM - Business Workspaces

During workflow steps such as approvals, reviews, or exception handling, OpenText Extended ECM - Business Workspaces can send the current case or project context to Loci. Loci returns recommended supporting documents, prior approvals, policy references, or similar completed workflows to help users make informed decisions.

• Speeds up review and approval cycles
• Improves consistency in operational decisions
• Reduces risk of missing required supporting information

5. Content engagement analytics to improve workspace design

Data flow: OpenText Extended ECM - Business Workspaces to Loci

Usage data from business workspaces, including which documents are opened, shared, or ignored, can be analyzed by Loci to identify content patterns and user preferences. Business teams can use these insights to reorganize workspace layouts, improve document naming standards, and highlight high-value content more effectively.

• Helps information governance teams optimize content structure
• Improves findability of high-value documents
• Supports continuous improvement of workspace design

6. Recommended templates and standard documents for new workspaces

Data flow: Loci to OpenText Extended ECM - Business Workspaces

When a new customer, project, or case workspace is created, Loci can recommend the most relevant templates, standard operating procedures, checklists, and starter documents based on the workspace type and historical usage patterns. OpenText Extended ECM - Business Workspaces can automatically present these recommendations to the workspace owner.

• Accelerates workspace setup
• Promotes use of approved standard content
• Improves process consistency across teams

7. Cross-team knowledge reuse across similar business objects

Data flow: OpenText Extended ECM - Business Workspaces to Loci, then Loci back to OpenText Extended ECM - Business Workspaces

Loci can identify similarities between workspaces, such as comparable customers, projects, or cases, and recommend content from those related workspaces. OpenText Extended ECM - Business Workspaces can then expose those recommendations to sales, service, legal, or project teams so they can reuse relevant knowledge without manually searching across repositories.

• Breaks down information silos
• Improves reuse of institutional knowledge
• Supports faster onboarding for new team members