Smartsheet - OpenText Product Traceability Integration and Automation

Common Integration Use Cases Between Smartsheet and OpenText Product Traceability

1. Product launch milestone tracking with traceability records

Data flow: Smartsheet - OpenText Product Traceability

Use Smartsheet to manage launch plans, owners, dates, and dependencies, then push key product, component, or batch traceability references into OpenText Product Traceability. This gives product teams a single project view in Smartsheet while quality and compliance teams maintain the authoritative traceability record in OpenText.

Business value: Improves launch coordination, reduces manual status chasing, and ensures traceability requirements are captured early in the launch process.

2. Nonconformance and corrective action workflow management

Data flow: OpenText Product Traceability - Smartsheet

When OpenText identifies a traceability issue, lot exception, or product quality event, create a Smartsheet row for corrective action tasks, owners, due dates, and escalation tracking. Smartsheet can then be used by cross functional teams to manage remediation work until closure.

Business value: Speeds issue resolution, improves accountability across quality, operations, and supply chain teams, and provides a clear action tracker outside the quality system.

3. Supplier and component readiness tracking for regulated products

Data flow: Bi-directional

Smartsheet can track supplier onboarding, documentation completion, and readiness milestones, while OpenText Product Traceability stores the approved component or material traceability details. Integration keeps supplier status aligned with traceability data so teams can see whether a supplier or component is ready for production release.

Business value: Reduces production delays, improves supplier governance, and helps ensure only approved traceable materials move into manufacturing.

4. Change control coordination for product and process updates

Data flow: OpenText Product Traceability - Smartsheet

When a product, material, or process change is recorded in OpenText, automatically create a Smartsheet change control plan with tasks for engineering, quality, regulatory, manufacturing, and procurement. Smartsheet can track approvals, implementation dates, and readiness checks across teams.

Business value: Creates a structured execution layer for change management and reduces the risk of missed downstream actions.

5. Recall preparedness and response planning

Data flow: OpenText Product Traceability - Smartsheet

Use OpenText traceability data to identify affected products, lots, suppliers, and distribution paths, then generate a Smartsheet response plan with investigation tasks, communications, and decision checkpoints. Smartsheet provides a collaborative workspace for recall coordination while OpenText supplies the traceability evidence.

Business value: Shortens response time during quality incidents and improves coordination between quality, legal, operations, and customer service.

6. Audit evidence collection and compliance task tracking

Data flow: OpenText Product Traceability - Smartsheet

OpenText can provide the traceability history and product genealogy needed for audits, while Smartsheet tracks evidence requests, document collection, review status, and audit action items. This is useful for internal audits, customer audits, and regulatory inspections.

Business value: Makes audit preparation more organized, reduces last minute evidence gathering, and improves compliance visibility.

7. Production release readiness dashboard

Data flow: Bi-directional

Smartsheet can manage release checklist completion across functions, while OpenText Product Traceability confirms that required traceability records, lot histories, and product lineage data are complete. A combined dashboard can show whether a product is ready for release based on both operational tasks and traceability completeness.

Business value: Prevents premature release, improves cross functional visibility, and supports controlled go live decisions.

8. Portfolio reporting for quality and operations leadership

Data flow: OpenText Product Traceability - Smartsheet

Feed traceability metrics such as open exceptions, affected lots, unresolved trace gaps, and product lineage completeness into Smartsheet dashboards for leadership reporting. Smartsheet can combine this with project status, action aging, and resource tracking to provide a broader operational view.

Business value: Gives executives a consolidated view of product risk, compliance status, and remediation progress without manually compiling reports.