OpenText DAM (OTMM) - Microsoft Planner Integration and Automation

Common Integration Use Cases Between OpenText DAM (OTMM) and Microsoft Planner

• Campaign asset production tracking: OpenText DAM (OTMM) stores approved product images, videos, and campaign creative, while Microsoft Planner tracks the tasks needed to prepare, review, and publish those assets. Marketing teams can create Planner tasks for each asset version, assign owners for copy review, legal approval, and channel adaptation, and link back to the DAM record for the latest approved file. Data flow: OpenText DAM (OTMM) to Microsoft Planner and Microsoft Planner to OpenText DAM (OTMM).
• Product launch content coordination: When a new product is added or updated in the DAM, a Planner plan can be automatically created for launch activities such as image retouching, video editing, packaging review, and channel distribution. This helps product marketing, e-commerce, and sales enablement teams stay aligned on deadlines and dependencies. Data flow: OpenText DAM (OTMM) to Microsoft Planner.
• Asset review and approval workflow management: OpenText DAM (OTMM) can trigger Planner tasks when an asset requires review, such as museum collection photography, broadcast footage, or event media. Reviewers receive actionable tasks in Planner with due dates and comments, while the final approval status is reflected back in the DAM so only approved assets are published or shared. Data flow: Bi-directional.
• Channel distribution readiness tracking: For product images and videos distributed to retail, web, social, or broadcast channels, Planner can manage the checklist of channel-specific requirements such as cropping, metadata completion, rights verification, and localization. OpenText DAM (OTMM) remains the source of truth for the media files and metadata, while Planner provides visibility into what still needs to be completed before release. Data flow: OpenText DAM (OTMM) to Microsoft Planner.
• Marketing event asset coordination: After a company event or trade show, media assets uploaded into OpenText DAM (OTMM) can automatically generate Planner tasks for post-event editing, highlight reel creation, social media publishing, and internal communications. This improves turnaround time and ensures event content is repurposed efficiently across teams. Data flow: OpenText DAM (OTMM) to Microsoft Planner.
• Museum and heritage digitization project tracking: For museums and heritage organizations, OpenText DAM (OTMM) can store digitized photos and videos of collections, while Microsoft Planner manages the operational work of cataloging, conservation review, rights clearance, and exhibit preparation. Teams can use Planner to coordinate curators, archivists, and external vendors against each digitization batch. Data flow: OpenText DAM (OTMM) to Microsoft Planner.
• Broadcast and on-demand content production workflow: OpenText DAM (OTMM) can hold raw footage, edited clips, and final broadcast assets, while Planner tracks the production steps for scripting, editing, compliance review, captioning, and publishing to TV or streaming platforms. This gives production teams a simple way to manage deadlines without losing the connection to the source media in the DAM. Data flow: Bi-directional.