Threekit - OpenText Extended ECM - Business Workspaces Integration and Automation

Common Integration Use Cases Between Threekit and OpenText Extended ECM - Business Workspaces

1. Product Configuration Records Stored in Customer or Deal Workspaces

Data flow: Threekit ? OpenText Extended ECM - Business Workspaces

When a sales rep or customer configures a complex product in Threekit, the final configuration, visual renderings, SKU selections, pricing snapshot, and approval history can be automatically stored in the related customer, opportunity, or deal workspace in OpenText. This gives sales, legal, operations, and finance a single governed record of what was sold.

• Supports auditability for custom orders
• Reduces disputes over selected options or pricing
• Gives downstream teams immediate access to approved configuration details

2. Quote and Proposal Package Assembly

Data flow: Threekit ? OpenText Extended ECM - Business Workspaces

Threekit can generate product images, 3D snapshots, and configuration summaries that are automatically attached to proposal or quote workspaces in OpenText. Sales teams can combine these visual assets with contracts, pricing sheets, and approval documents to create a complete proposal package.

• Speeds up proposal creation for configurable products
• Ensures the latest approved visuals are used in customer-facing documents
• Improves consistency across sales, marketing, and legal teams

3. Engineering Change and Product Approval Workflow

Data flow: Bi-directional

When product managers or engineers update a configurable product in OpenText, such as a new material, finish, or component, the change request can trigger a review in Threekit to update the visual model and configuration rules. Once approved, Threekit can publish the updated configuration back to OpenText for controlled release and documentation.

• Aligns product governance with visual commerce content
• Prevents customers from seeing outdated or invalid options
• Creates a controlled approval trail for product changes

4. Customer-Specific Project Workspaces for Custom Orders

Data flow: Threekit ? OpenText Extended ECM - Business Workspaces

For made-to-order or highly customized products, each customer project workspace in OpenText can store the exact Threekit configuration, renderings, specifications, and supporting documents such as site measurements, installation notes, and signed approvals. This is especially useful in furniture, industrial equipment, and automotive accessory sales.

• Centralizes all project artifacts in one governed workspace
• Improves handoff from sales to operations and fulfillment
• Reduces errors caused by email-based document sharing

5. After-Sales Service and Warranty Documentation

Data flow: Threekit ? OpenText Extended ECM - Business Workspaces

When a customer submits a service request or warranty claim, the service team can access the original Threekit configuration stored in the related case workspace. This helps confirm the exact product variant, selected components, and visual reference for troubleshooting, replacement parts, or warranty validation.

• Improves first-contact resolution for support teams
• Reduces back-and-forth with customers about what was purchased
• Supports accurate parts identification and service decisions

6. Compliance and Regulatory Evidence for Configurable Products

Data flow: Bi-directional

For regulated industries, OpenText can manage compliance documents, certifications, and approval workflows tied to a product workspace, while Threekit provides the exact visual configuration that was approved for sale. This creates a complete evidence package showing what was configured, what was approved, and what compliance documents applied at the time.

• Supports internal audits and external regulatory reviews
• Links product visuals to compliance records
• Helps prove that only approved options were offered or sold

7. Dealer or Channel Partner Order Validation

Data flow: Threekit ? OpenText Extended ECM - Business Workspaces

Channel partners can configure products in Threekit, and the resulting order package can be stored in a partner or order workspace in OpenText for validation and approval. Operations teams can review the configuration, attached documents, and exceptions before releasing the order to manufacturing or fulfillment.

• Improves control over indirect sales channels
• Creates a reviewable record of partner-submitted orders
• Reduces costly order corrections and rework

8. Launch Readiness and Content Governance for New Products

Data flow: OpenText Extended ECM - Business Workspaces ? Threekit

During new product launches, OpenText can act as the controlled workspace for product specifications, legal approvals, packaging documents, and launch checklists. Once approved, the finalized content and approved assets can be pushed to Threekit so the visual commerce experience goes live only when all supporting materials are ready.

• Coordinates launch activities across product, legal, marketing, and e-commerce teams
• Prevents premature publication of incomplete product experiences
• Improves launch quality and governance