OpenText Magellan BI & Reporting - OpenText Core Signature Integration and Automation

Common Integration Use Cases Between OpenText Magellan BI & Reporting and OpenText Core Signature

OpenText Magellan BI & Reporting and OpenText Core Signature complement each other well in document-driven business processes. Magellan BI & Reporting turns signature and workflow data into actionable insights, while Core Signature captures legally binding approvals that can be analyzed for operational performance, compliance, and process improvement.

1. Signature Process Performance Dashboards

Data flow: OpenText Core Signature to OpenText Magellan BI & Reporting

Track end-to-end electronic signature activity, including documents sent, signed, declined, expired, and pending. Magellan BI & Reporting can consolidate this data into dashboards for legal, HR, procurement, and sales teams.

• Monitor average signature turnaround time by department or region
• Identify bottlenecks in approval chains
• Measure completion rates for time-sensitive agreements

Business value: Improves visibility into approval cycle performance and helps teams reduce delays in contract and onboarding workflows.

2. Contract Execution Analytics

Data flow: OpenText Core Signature to OpenText Magellan BI & Reporting

Use signed contract metadata and execution timestamps to analyze contract throughput, cycle times, and approval patterns across business units. This is especially useful for sales operations, legal operations, and procurement.

• Compare contract execution times by contract type
• Track signature completion against target service levels
• Analyze regional or business unit differences in approval speed

Business value: Helps organizations shorten revenue cycles, improve supplier onboarding, and standardize contract execution practices.

3. Compliance and Audit Reporting for Signed Documents

Data flow: OpenText Core Signature to OpenText Magellan BI & Reporting

Aggregate signature audit trail data, signer identity details, timestamps, and document status into compliance reports. This supports internal audit, legal, and risk management teams.

• Report on documents signed within policy-defined timeframes
• Identify exceptions such as missing signatures or overdue approvals
• Provide evidence for regulatory or internal control reviews

Business value: Strengthens governance and reduces manual effort in audit preparation.

4. HR Onboarding and Employee Document Completion Tracking

Data flow: OpenText Core Signature to OpenText Magellan BI & Reporting

Track completion of employee onboarding documents such as offer letters, policy acknowledgements, tax forms, and confidentiality agreements. Magellan BI & Reporting can provide HR leaders with a consolidated view of onboarding status.

• Monitor which documents are signed before start dates
• Identify onboarding delays by location, role, or recruiter
• Measure new hire document completion rates

Business value: Improves onboarding efficiency and reduces the risk of incomplete employee records.

5. Customer Onboarding and Sales Funnel Visibility

Data flow: OpenText Core Signature to OpenText Magellan BI & Reporting

Capture signature milestones for customer agreements, order forms, and service terms, then feed the data into sales and customer operations reporting. This gives leadership visibility into deal closure and onboarding progress.

• Track time from proposal sent to signed agreement
• Measure conversion rates for pending versus completed deals
• Monitor onboarding status for new customers

Business value: Supports faster revenue recognition and better forecasting accuracy.

6. Exception Reporting for Stalled Approval Workflows

Data flow: Bi-directional, with OpenText Core Signature providing workflow status and OpenText Magellan BI & Reporting generating exception reports

Use Core Signature status updates to identify documents that have been pending too long, then surface those exceptions in Magellan BI & Reporting for managers and process owners.

• Flag documents awaiting signature beyond threshold dates
• Highlight approvers with repeated delays
• Escalate stalled items by business priority

Business value: Reduces process delays and improves accountability across approval chains.

7. Operational Reporting for High-Volume Document Programs

Data flow: OpenText Core Signature to OpenText Magellan BI & Reporting

For organizations processing large volumes of signed documents, such as insurance, healthcare, or financial services, Magellan BI & Reporting can analyze throughput, document categories, and completion trends.

• Compare volume by document type and business unit
• Track peak signing periods and workload patterns
• Support capacity planning for operations teams

Business value: Helps teams plan resources more effectively and maintain service levels during peak demand.

8. Policy and Process Improvement Insights

Data flow: OpenText Core Signature to OpenText Magellan BI & Reporting

Analyze historical signature data to identify recurring process issues, such as frequent rejections, repeated document rework, or excessive approval layers. This supports continuous improvement initiatives across legal, procurement, HR, and finance.

• Identify document templates with high rejection rates
• Measure the impact of approval chain changes
• Spot process steps that add unnecessary delay

Business value: Enables data-driven process redesign and reduces administrative overhead.