OpenText Extended ECM Platform - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText Extended ECM Platform and Microsoft Planner

OpenText Extended ECM Platform provides governed enterprise content management, workflow, and deep integration with business applications. Microsoft Planner provides lightweight team task planning, assignment, and progress tracking. Together, they can connect structured work management in Planner with controlled document and record management in OpenText Extended ECM Platform.

• Project task creation linked to governed project documents

  Data flow: OpenText Extended ECM Platform to Microsoft Planner

  When a project folder, contract package, or implementation workspace is created in OpenText Extended ECM Platform, predefined Planner tasks can be generated for project teams. For example, tasks such as document review, legal approval, client sign-off, and final publication can be automatically assigned with due dates and owners. This ensures teams can execute work in Planner while all supporting documents remain governed in OpenText.

• Document review and approval task management

  Data flow: Bi-directional

  When a document enters a review or approval stage in OpenText Extended ECM Platform, a corresponding Planner task can be created for the responsible reviewer or approver. Once the task is completed in Planner, the status can be updated back in OpenText to advance the workflow. This reduces manual follow-up and gives business users a simple task interface while preserving controlled document approval processes.

• Milestone tracking for contract and case management

  Data flow: OpenText Extended ECM Platform to Microsoft Planner

  For contract renewals, customer onboarding, claims handling, or regulatory case work, OpenText can trigger Planner tasks for milestone activities such as evidence collection, stakeholder review, or renewal preparation. Teams can manage day-to-day execution in Planner, while OpenText retains the authoritative record, related correspondence, and audit trail. This improves visibility across operational teams without exposing unmanaged content.

• Exception handling for overdue content-related actions

  Data flow: OpenText Extended ECM Platform to Microsoft Planner

  If a document, form, or record remains pending in a workflow beyond a defined threshold, OpenText can create an escalation task in Planner for the responsible team lead. This is useful for overdue legal reviews, missing compliance evidence, or delayed sign-offs. The integration helps managers act quickly on exceptions while keeping the underlying content and workflow governed in OpenText.

• Operational task coordination for content-heavy business processes

  Data flow: OpenText Extended ECM Platform to Microsoft Planner

  In processes such as procurement, HR onboarding, or supplier qualification, OpenText can manage the official documents and process states, while Planner coordinates the operational checklist across departments. Tasks such as collecting IDs, validating forms, or confirming policy acknowledgements can be pushed to Planner. This gives cross-functional teams a simple execution layer without losing enterprise control over records and approvals.

• Status synchronization for collaborative work packages

  Data flow: Bi-directional

  Planner task completion, progress updates, or reassignment can be synchronized back to OpenText Extended ECM Platform to update workflow status, trigger next steps, or notify stakeholders. In return, OpenText can provide document version, approval, or compliance status to the Planner task context. This creates a shared view of work progress across both platforms and reduces duplicate status reporting.

• Audit-ready task and document traceability for regulated work

  Data flow: Bi-directional

  For regulated processes such as quality management, audit response, or policy exception handling, Planner can be used for task execution while OpenText stores the controlled evidence, approvals, and final outcomes. Task references, completion timestamps, and responsible users can be linked back to the related record in OpenText. This supports audit readiness by combining operational task tracking with governed content retention.

These integrations are most valuable when OpenText Extended ECM Platform remains the system of record for content, compliance, and workflow, while Microsoft Planner serves as the team-friendly task execution layer for day-to-day coordination.