Smartsheet - OpenText Trading Grid Cartographer Integration and Automation

Common Integration Use Cases Between Smartsheet and OpenText Trading Grid Cartographer

1. Partner Onboarding Project Tracking Linked to Integration Mapping

Flow: OpenText Trading Grid Cartographer to Smartsheet

When a new trading partner is added in OpenText Trading Grid Cartographer, the integration metadata can be pushed into Smartsheet to create a structured onboarding plan. Smartsheet can track required tasks such as EDI specification review, endpoint setup, testing milestones, security approvals, and go-live readiness. This gives business and integration teams a shared view of onboarding status while Cartographer remains the system of record for partner connectivity.

• Reduces manual tracking of partner implementation work
• Improves visibility into onboarding dependencies and deadlines
• Helps account teams, operations, and integration architects stay aligned

2. Change Impact Assessment for Integration Updates

Flow: OpenText Trading Grid Cartographer to Smartsheet

When an EDI map, API route, or partner connection changes in Cartographer, the affected business projects or operational workstreams can be logged in Smartsheet for impact assessment and action tracking. For example, if a partner changes document formats or communication protocols, Smartsheet can manage the remediation plan, assign owners, and monitor testing and deployment tasks.

• Supports faster response to integration changes
• Creates a clear action plan for impacted teams
• Improves governance around partner and interface changes

3. Integration Portfolio Reporting and Executive Dashboards

Flow: OpenText Trading Grid Cartographer to Smartsheet

Cartographer can provide the technical inventory of partner connections, interfaces, and data flows, while Smartsheet can consolidate that information into portfolio dashboards for leadership. This enables reporting on the number of active integrations, onboarding status, high-risk connections, testing progress, and unresolved issues across the trading network.

• Gives executives a business-friendly view of integration health
• Combines technical mapping with project delivery status
• Supports prioritization of modernization and remediation efforts

4. Operational Issue Management for Failed Partner Exchanges

Flow: OpenText Trading Grid Cartographer to Smartsheet

When Cartographer identifies a failed or degraded partner exchange, a Smartsheet workflow can automatically create an incident or remediation task. The Smartsheet record can capture the affected partner, message type, business process, owner, SLA, and resolution steps. This is useful for operations teams managing recurring EDI or API failures that require coordinated follow-up across support, integration, and business teams.

• Speeds up incident triage and assignment
• Improves accountability for resolution tasks
• Creates a repeatable process for recurring integration issues

5. Trading Partner Compliance and Certification Tracking

Flow: OpenText Trading Grid Cartographer to Smartsheet

Cartographer can identify which partners are connected and which interfaces are in use, while Smartsheet can track compliance activities such as certification testing, security review, document validation, and renewal dates. This is especially valuable for organizations that must periodically recertify suppliers, distributors, or logistics partners before allowing production transactions.

• Helps ensure partners remain compliant and production-ready
• Provides a centralized schedule for certification renewals
• Reduces risk of expired or noncompliant integrations

6. New Interface Delivery Coordination Across Business and IT

Flow: Bi-directional

During the delivery of a new EDI or API interface, Cartographer can document the technical design and partner mapping, while Smartsheet manages the delivery plan, approvals, testing cycles, and stakeholder communications. Status updates from Smartsheet can be used to keep the integration inventory current in Cartographer, ensuring both platforms reflect the same implementation stage.

• Aligns technical design with project execution
• Improves coordination between integration architects and business owners
• Supports controlled go-live management

7. Integration Rationalization and Decommissioning Programs

Flow: OpenText Trading Grid Cartographer to Smartsheet

Organizations often need to retire duplicate or low-value partner connections. Cartographer can identify the current integration landscape, and Smartsheet can manage the rationalization program by tracking candidates for retirement, business approvals, migration dependencies, and cutover tasks. This helps teams reduce maintenance costs and simplify the Trading Grid ecosystem.

• Provides a structured process for decommissioning interfaces
• Helps avoid disruption during migration or retirement
• Supports cost reduction and landscape simplification

8. Cross-Functional Exception Management for High-Risk Partners

Flow: OpenText Trading Grid Cartographer to Smartsheet

For partners with repeated mapping errors, unstable connections, or frequent transaction exceptions, Cartographer can flag the technical relationship while Smartsheet manages the business response plan. Teams can track corrective actions, root cause analysis, owner assignments, and escalation timelines in one place, making it easier for operations, customer service, and supply chain teams to coordinate remediation.

• Improves handling of chronic partner issues
• Creates visibility into root cause and corrective actions
• Supports proactive management of critical trading relationships