Smartsheet - OpenText Core Experience Insights Integration and Automation

Common Integration Use Cases Between Smartsheet and OpenText Core Experience Insights

Smartsheet and OpenText Core Experience Insights complement each other well in organizations that need to manage work execution while also understanding how users engage with content, applications, and digital experiences. Smartsheet provides the operational layer for planning, tracking, approvals, and cross-team coordination. OpenText Core Experience Insights provides the measurement layer for adoption, engagement, and experience optimization. Together, they help teams turn usage data into actionable work items and improvement plans.

1. Digital workplace adoption tracking and remediation planning

Data flow: OpenText Core Experience Insights to Smartsheet

Usage analytics from OpenText Core Experience Insights can be sent into Smartsheet to create and update an adoption tracker for intranet pages, employee portals, knowledge bases, or collaboration tools. When engagement drops on a key page or feature, Smartsheet can automatically generate a task for the digital workplace team to investigate content quality, navigation issues, or training gaps.

• Business value: Faster response to low adoption areas and better employee experience.
• Operational benefit: Centralized action tracking for content owners, UX teams, and communications teams.
• Example: If a policy page has low repeat visits or high abandonment, Smartsheet creates a review task, assigns an owner, and tracks remediation through completion.

2. Content performance review and optimization workflow

Data flow: OpenText Core Experience Insights to Smartsheet

OpenText Core Experience Insights can feed content engagement metrics into Smartsheet dashboards for marketing, communications, or knowledge management teams. Smartsheet then becomes the workflow system for reviewing underperforming content, scheduling updates, and coordinating approvals across stakeholders.

• Business value: Improves content relevance and user engagement.
• Operational benefit: Structured review cycles with clear ownership and deadlines.
• Example: A campaign landing page with declining engagement triggers a Smartsheet workflow to update messaging, refresh assets, and route changes for approval.

3. Application rollout and training effectiveness monitoring

Data flow: Bi-directional

During a new application rollout, OpenText Core Experience Insights can measure whether users are actually engaging with training content, help pages, and in-app guidance. Smartsheet can manage the rollout plan, training schedule, stakeholder tasks, and issue resolution. If analytics show low adoption in a region or department, Smartsheet can automatically create follow-up actions for training teams or local champions.

• Business value: Better adoption of new systems and reduced rollout risk.
• Operational benefit: Links change management activities to real usage data.
• Example: After a CRM launch, low usage of the onboarding guide in OpenText Core Experience Insights creates a Smartsheet task for the enablement team to revise training materials.

4. Employee self-service portal improvement program

Data flow: OpenText Core Experience Insights to Smartsheet

Organizations can use OpenText Core Experience Insights to identify where employees struggle in self-service portals, HR sites, or internal service hubs. Those insights can be pushed into Smartsheet to manage a continuous improvement backlog, prioritize fixes, and coordinate between HR, IT, and digital experience teams.

• Business value: Reduces support demand and improves employee satisfaction.
• Operational benefit: Prioritized backlog based on actual user behavior rather than assumptions.
• Example: If users repeatedly abandon a benefits enrollment page, Smartsheet creates a corrective work item for UX review, content simplification, and testing.

5. Portfolio reporting for experience improvement initiatives

Data flow: Smartsheet to OpenText Core Experience Insights, with analytics feedback to Smartsheet

Smartsheet can serve as the master plan for a portfolio of experience improvement projects, such as intranet redesigns, portal enhancements, or content cleanup initiatives. OpenText Core Experience Insights can provide the performance metrics used to evaluate whether those initiatives are improving engagement. The combined view helps leadership connect project delivery with measurable outcomes.

• Business value: Demonstrates ROI for digital experience investments.
• Operational benefit: Executive reporting that combines delivery status and usage impact.
• Example: A dashboard in Smartsheet tracks project milestones while OpenText Core Experience Insights feeds post-launch engagement trends to show whether the redesign improved user behavior.

6. Content governance and lifecycle management

Data flow: OpenText Core Experience Insights to Smartsheet

OpenText Core Experience Insights can identify stale, underused, or high-friction content. Smartsheet can then manage the governance workflow for content review, archiving, rewriting, or approval. This is especially useful for regulated industries where content accuracy and freshness are critical.

• Business value: Reduces risk from outdated content and improves compliance.
• Operational benefit: Repeatable review process with audit-friendly tracking.
• Example: A policy document with declining engagement and outdated references is flagged in OpenText Core Experience Insights, then routed in Smartsheet for legal review and content update.

7. Cross-functional issue management for digital experience defects

Data flow: OpenText Core Experience Insights to Smartsheet, with status updates back to stakeholders

When OpenText Core Experience Insights detects unusual drop-offs, repeated navigation failures, or poor engagement on a content journey, Smartsheet can be used to open and manage defect or improvement tickets across IT, UX, content, and business teams. This creates a structured process for triage, assignment, and resolution.

• Business value: Faster resolution of user experience issues.
• Operational benefit: Clear ownership and SLA tracking across teams.
• Example: A spike in failed interactions on a customer support portal page creates a Smartsheet issue record, assigns it to the web team, and tracks fix deployment.

Overall, the strongest integration pattern is to use OpenText Core Experience Insights as the source of behavioral intelligence and Smartsheet as the execution and coordination layer. This combination helps organizations move from observation to action, improving adoption, content quality, and digital workplace performance.