OpenText Lens - Data Visibility - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText Lens - Data Visibility and Microsoft Planner

OpenText Lens - Data Visibility helps organizations discover, classify, and assess unstructured content across repositories, while Microsoft Planner provides a simple way for teams to assign, track, and complete work. Together, they can turn data visibility findings into actionable tasks for governance, compliance, migration, and cleanup programs.

1. Create Planner tasks from sensitive data findings

When OpenText Lens identifies sensitive content such as personal data, financial records, or regulated documents in shared drives or content repositories, it can trigger Microsoft Planner tasks for the responsible business or IT team. Each task can include the repository location, file count, sensitivity type, and recommended action such as review, restrict access, or remove.

• Data flow: OpenText Lens - Data Visibility to Microsoft Planner
• Business value: Speeds up remediation of high-risk content and improves compliance response times

2. Track data cleanup work for obsolete and redundant content

OpenText Lens can identify duplicate, obsolete, or redundant unstructured data during cleanup initiatives. Those findings can be converted into Planner tasks assigned to records managers, department owners, or migration teams to review and delete unnecessary content before storage optimization or archive projects.

• Data flow: OpenText Lens - Data Visibility to Microsoft Planner
• Business value: Reduces storage costs, lowers legal exposure, and improves repository hygiene

3. Support migration readiness planning

Before moving content to Microsoft 365, a new ECM platform, or a cloud archive, OpenText Lens can surface content that is sensitive, stale, or poorly governed. Integration with Planner allows migration leads to create structured work items for content owners to validate, classify, or exclude files before migration begins.

• Data flow: OpenText Lens - Data Visibility to Microsoft Planner
• Business value: Prevents unnecessary migration of risky or low-value content and improves project execution

4. Assign remediation tasks for compliance gaps

When OpenText Lens detects content that violates retention, privacy, or governance policies, it can generate Planner tasks for compliance, legal, or information governance teams. Tasks can be grouped by policy type, business unit, or repository to support structured remediation campaigns.

• Data flow: OpenText Lens - Data Visibility to Microsoft Planner
• Business value: Creates a clear workflow from discovery to remediation and strengthens audit readiness

5. Coordinate business owner review of high-risk repositories

OpenText Lens can identify repositories with unusually high concentrations of sensitive or unmanaged content. Planner can be used to assign review tasks to repository owners, requiring them to confirm ownership, validate access needs, and approve cleanup or retention actions.

• Data flow: OpenText Lens - Data Visibility to Microsoft Planner
• Business value: Improves accountability and ensures business-led decisions on content disposition

6. Manage exception handling for content that requires manual review

Not all findings can be remediated automatically. OpenText Lens can flag items that need human judgment, such as legal hold candidates or ambiguous classification results, and create Planner tasks for manual review by legal, compliance, or data stewards.

• Data flow: OpenText Lens - Data Visibility to Microsoft Planner
• Business value: Ensures exceptions are handled consistently and prevents premature deletion or misclassification

7. Monitor remediation progress across departments

OpenText Lens can provide the discovery and risk data, while Microsoft Planner tracks task status, ownership, and completion across teams. This gives program managers a practical way to monitor cleanup, compliance, or migration workstreams and prioritize the next set of actions based on completed tasks.

• Data flow: Bi-directional, with OpenText Lens generating work and Planner returning status updates to program reporting
• Business value: Improves visibility into execution and helps leadership track risk reduction progress

These integrations are especially valuable in governance, compliance, migration, and information lifecycle management programs where discovery alone is not enough and teams need a simple way to turn insights into action.