OpenText Magellan BI & Reporting - OpenText SMS & Email Notifications for Cloud Messaging Integration and Automation

Common Integration Use Cases Between OpenText Magellan BI & Reporting and OpenText SMS & Email Notifications for Cloud Messaging

1. KPI threshold alerts for operational teams

Data flow: OpenText Magellan BI & Reporting to OpenText SMS & Email Notifications for Cloud Messaging

Magellan BI monitors operational dashboards for key metrics such as order backlog, SLA breaches, inventory shortages, or case resolution times. When a metric crosses a defined threshold, it triggers an SMS or email notification to the responsible team or manager.

• Reduces delay in responding to exceptions
• Supports faster escalation for time-sensitive issues
• Improves accountability across operations, service, and supply chain teams

2. Scheduled executive reporting with automated delivery alerts

Data flow: OpenText Magellan BI & Reporting to OpenText SMS & Email Notifications for Cloud Messaging

Magellan generates recurring reports for leadership, finance, or compliance teams and uses cloud messaging to notify recipients when reports are published or when a report is overdue. This is useful for monthly performance packs, compliance summaries, and board reporting.

• Ensures timely access to critical reports
• Reduces manual follow-up by analysts and administrators
• Improves visibility into reporting cycles and delivery status

3. Exception-based alerts from content and business system analytics

Data flow: OpenText Magellan BI & Reporting to OpenText SMS & Email Notifications for Cloud Messaging

Magellan analyzes data from ECM repositories and business systems to identify exceptions such as missing approvals, overdue documents, unusual transaction patterns, or policy violations. When exceptions are detected, notifications are sent to the relevant business owner for action.

• Supports proactive exception management
• Helps compliance and audit teams respond faster
• Improves control over document and process-driven operations

4. Customer or partner notification based on analytics outcomes

Data flow: OpenText Magellan BI & Reporting to OpenText SMS & Email Notifications for Cloud Messaging

Business users can use Magellan insights to trigger outbound notifications when a customer order is delayed, a service level is at risk, or a claim is ready for review. The messaging platform sends SMS or email updates to customers, partners, or internal account teams.

• Improves customer communication and transparency
• Reduces inbound status inquiries
• Helps teams respond consistently to service events

5. Notification performance analytics and campaign effectiveness reporting

Data flow: OpenText SMS & Email Notifications for Cloud Messaging to OpenText Magellan BI & Reporting

Delivery data from the messaging platform, such as sent, delivered, bounced, and failed messages, is fed into Magellan for reporting and analysis. Teams can track notification effectiveness by business unit, region, message type, or workflow.

• Provides visibility into message delivery quality
• Helps identify failed communication patterns
• Supports continuous improvement for operational messaging

6. Workflow escalation reporting for unresolved cases

Data flow: Bi-directional

Magellan tracks unresolved cases, aging work items, or process bottlenecks and sends escalation notifications through the messaging platform. If recipients do not respond within a defined period, response status can be fed back into Magellan for escalation reporting and management review.

• Improves follow-up on overdue tasks
• Creates a closed-loop escalation process
• Gives managers better insight into response behavior

7. Compliance and audit notification with response tracking

Data flow: Bi-directional

Magellan identifies compliance events such as overdue attestations, missing approvals, or policy exceptions and triggers email or SMS alerts. Response and resolution data from the messaging workflow can then be analyzed in Magellan to measure compliance performance and audit readiness.

• Strengthens governance and audit controls
• Improves visibility into compliance follow-up
• Supports reporting on resolution times and outstanding risks