OpenText Extended ECM Platform - Glean Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM Platform and Glean

OpenText Extended ECM Platform provides governed enterprise content management, workflow, records management, and deep integration into core business applications. Glean adds enterprise search and AI-powered knowledge discovery across systems. Together, they can connect trusted content repositories with fast, contextual access to information, improving productivity, reducing duplicate work, and helping teams find the right content at the right time.

1. Unified search across governed content repositories

Data flow: OpenText Extended ECM Platform to Glean

Index documents, records, and metadata from OpenText Extended ECM into Glean so employees can search across contracts, project files, policies, case records, and other governed content from a single interface. This is especially valuable for legal, procurement, HR, and operations teams that need fast access without navigating multiple repositories.

• Reduces time spent searching for approved documents
• Improves reuse of existing content and reduces duplication
• Preserves governance by exposing only permissioned content

2. AI-assisted knowledge discovery for business processes

Data flow: Bi-directional

Use Glean to surface relevant OpenText content during active work in business applications such as CRM, ERP, or case management tools connected through Extended ECM. For example, a sales user preparing a proposal can quickly find prior contracts, pricing approvals, and customer correspondence stored in OpenText without leaving the workflow.

• Supports faster decision-making with contextual content recommendations
• Improves productivity inside day-to-day business applications
• Helps users find precedent documents and approved templates

3. Policy and compliance content access for employees

Data flow: OpenText Extended ECM Platform to Glean

Publish controlled access to policies, procedures, training materials, and compliance documents from OpenText into Glean so employees can ask natural-language questions and retrieve the latest approved version. This is useful for HR, compliance, quality, and internal audit teams that need consistent answers from authoritative sources.

• Ensures employees use current, approved content
• Reduces reliance on manual policy lookup or email requests
• Supports auditability through governed source systems

4. Case and project knowledge retrieval

Data flow: OpenText Extended ECM Platform to Glean

Expose project files, lessons learned, deliverables, and case artifacts from OpenText so teams can quickly find similar work, prior decisions, and supporting documentation. For example, a project manager can search for past implementation plans, risk logs, and change requests to accelerate a new engagement.

• Improves reuse of institutional knowledge
• Shortens onboarding for new team members
• Reduces repeated effort across projects and cases

5. Content creation and filing from search results

Data flow: Glean to OpenText Extended ECM Platform

Allow users to discover relevant information in Glean and then save, classify, or link selected content into OpenText-managed workspaces, folders, or records. This supports teams that need to capture research, supporting evidence, or reference material into a governed repository after discovery.

• Bridges discovery and formal content governance
• Helps users move from search to action faster
• Supports controlled retention and records management

6. Executive and operational dashboards with linked source content

Data flow: Bi-directional

Use Glean to surface summarized insights and related documents from OpenText content for leadership teams, while OpenText maintains the authoritative source records. Executives can quickly review supporting contracts, approvals, or project artifacts behind a dashboard summary without manually assembling information from multiple systems.

• Improves visibility into operational status and supporting evidence
• Speeds up review cycles for leadership and governance meetings
• Maintains traceability back to source documents

7. Employee self-service knowledge hub

Data flow: OpenText Extended ECM Platform to Glean

Create a self-service knowledge experience where employees use Glean to find HR forms, onboarding materials, benefits documents, standard operating procedures, and internal guidance stored in OpenText. This reduces dependency on service desks and shared inboxes for routine information requests.

• Lowers support volume for common questions
• Improves employee experience and response times
• Ensures access to governed, approved content

Overall, integrating OpenText Extended ECM Platform with Glean combines governed enterprise content management with intelligent search and knowledge discovery. The result is faster access to trusted information, better reuse of enterprise knowledge, and more efficient cross-functional workflows.