OpenText Magellan BI & Reporting - Glean Integration and Automation

Common Integration Use Cases Between OpenText Magellan BI & Reporting and Glean

OpenText Magellan BI & Reporting is typically used to analyze operational, content, and enterprise data through dashboards, reports, and analytics. Glean is an enterprise search and knowledge discovery platform that helps employees find information across systems, documents, and conversations. Together, they can connect governed analytics with fast knowledge access, improving decision-making and reducing time spent searching for information.

1. Search-Driven Access to BI Dashboards and Reports

Data flow: Glean to OpenText Magellan BI & Reporting

Index Magellan dashboards, reports, and KPI definitions in Glean so employees can find the right analytics asset using natural language search. Users can search for terms such as ?Q4 revenue by region? or ?open support cases by product? and quickly locate the relevant report without navigating multiple BI folders or portals.

• Reduces time spent hunting for reports
• Improves reuse of trusted analytics assets
• Helps business users access governed reporting faster

2. Analytics Embedded in Enterprise Search Results

Data flow: OpenText Magellan BI & Reporting to Glean

Surface key metrics, scorecards, and report summaries inside Glean search results. For example, when a user searches for a customer, product, or process term, Glean can display related BI insights such as revenue trends, service performance, or compliance status alongside documents and emails.

• Combines search and analytics in one workflow
• Gives users immediate context before opening a report
• Supports faster operational decisions

3. Unified Access to Content and Performance Data for Operations Teams

Data flow: Bi-directional

Connect Magellan reporting with content repositories indexed by Glean so operations teams can view performance metrics and supporting documents together. For example, a manufacturing or claims team can review a dashboard in Magellan and then use Glean to retrieve the related SOPs, incident notes, or case files that explain the numbers.

• Links metrics to underlying business context
• Improves root-cause analysis
• Supports cross-functional collaboration between operations and knowledge workers

4. Self-Service KPI Discovery for Business Users

Data flow: Glean to OpenText Magellan BI & Reporting

Use Glean as the front door for business users to discover approved KPIs, report definitions, and data sources managed in Magellan. This is especially useful for finance, sales, and HR teams that need to understand which report is authoritative before using it in planning or reviews.

• Reduces dependency on analytics teams for basic report discovery
• Improves trust in metrics through easier access to definitions and lineage
• Supports standardized reporting across departments

5. Executive Briefing Packs with Searchable Supporting Evidence

Data flow: OpenText Magellan BI & Reporting to Glean

Publish executive dashboards and briefing reports from Magellan, then index them in Glean together with supporting documents such as board decks, policy updates, and meeting notes. Executives and assistants can quickly retrieve the latest performance view and the evidence behind it before leadership meetings.

• Speeds preparation for executive reviews
• Improves consistency between dashboards and supporting materials
• Creates a single searchable source for meeting preparation

6. Compliance and Audit Investigation Workflow

Data flow: Bi-directional

When compliance teams identify a risk indicator in Magellan, they can use Glean to locate related policies, approvals, emails, and case records. Conversely, when an auditor finds a document in Glean, they can jump to Magellan reports that show the operational trend or control performance behind that record.

• Speeds audit response and evidence gathering
• Connects policy, process, and performance data
• Improves traceability across structured and unstructured sources

7. Customer and Account Intelligence for Sales and Service Teams

Data flow: Bi-directional

Integrate account-level dashboards from Magellan with customer-facing content in Glean so sales and service teams can prepare for meetings more effectively. A user searching for a customer can see recent revenue trends, open cases, renewal risk indicators, and relevant account notes or proposals in one place.

• Improves account planning and customer response quality
• Helps teams act on both quantitative and qualitative signals
• Supports better handoffs between sales, support, and account management

Together, OpenText Magellan BI & Reporting and Glean create a stronger information layer for the enterprise: Magellan delivers governed analytics, while Glean makes those insights easier to find and use in daily work.