Threekit - OpenText Workflow Service Integration and Automation

Common Integration Use Cases Between Threekit and OpenText Workflow Service

1. Product Configuration Approval Workflow for Complex or Regulated Products

Data flow: Threekit ? OpenText Workflow Service

When a customer, sales rep, or dealer creates a customized product in Threekit, the configuration can be routed into OpenText Workflow Service for review and approval before it is finalized. This is especially useful for configurable products that require engineering validation, pricing approval, or compliance checks, such as industrial equipment, furniture, or automotive accessories.

• Threekit captures the selected options, visual configuration, and pricing
• OpenText Workflow Service routes the request to sales, engineering, finance, or compliance teams
• Approvers review the configuration and either approve, reject, or request changes
• Approved configurations are released back to downstream commerce or order systems

Business value: Reduces configuration errors, prevents unapproved custom orders, and shortens approval cycles for complex products.

2. Custom Quote and Order Exception Handling

Data flow: Threekit ? OpenText Workflow Service ? ERP or CRM

When a Threekit configuration falls outside standard pricing rules, discount thresholds, or product constraints, OpenText Workflow Service can manage the exception process. The workflow can assign the case to the right approver based on margin impact, customer segment, or product line.

• Threekit sends the configured product, pricing details, and exception flags
• OpenText Workflow Service creates a case for review
• Sales operations, pricing analysts, or finance approve special terms
• Approved exceptions are pushed to CRM or ERP for quote generation and order processing

Business value: Improves pricing governance, supports faster quote turnaround, and ensures discount and margin controls are enforced consistently.

3. Content and Asset Approval for Product Visualization Updates

Data flow: OpenText Workflow Service ? Threekit

Marketing and product teams often need to approve new 3D assets, textures, product renders, or AR content before they are published in Threekit. OpenText Workflow Service can orchestrate the review process across brand, legal, product, and localization teams.

• New visual assets are submitted into OpenText-managed workflow
• Reviewers validate accuracy, brand compliance, and regional requirements
• Approved assets are published to Threekit for use in product experiences
• Rejected assets are returned with comments for revision

Business value: Ensures visual content is accurate and approved before customer-facing publication, reducing rework and brand risk.

4. Product Launch Readiness Workflow

Data flow: Bi-directional

For new product launches, Threekit can provide the final visual configuration and customer-facing experience, while OpenText Workflow Service coordinates launch readiness tasks across departments. This includes approvals for product data, imagery, pricing, legal copy, and channel readiness.

• Threekit provides the finalized 3D configuration and visual assets
• OpenText Workflow Service tracks launch tasks and approvals across teams
• Missing items such as translations, compliance signoff, or pricing updates are escalated
• Once all tasks are complete, the product experience is released in Threekit and related commerce channels

Business value: Creates a controlled launch process, improves cross-functional accountability, and reduces delays in go-live dates.

5. Customer-Specific Configuration Exception Case Management

Data flow: Threekit ? OpenText Workflow Service

In B2B sales scenarios, customers may request non-standard configurations that require special handling, such as custom dimensions, materials, or compliance documentation. Threekit can trigger a workflow case in OpenText to manage these requests from intake through resolution.

• Sales rep configures a custom product in Threekit
• OpenText Workflow Service opens a case with the full configuration details
• Operations, engineering, and supply chain teams assess feasibility
• Approved exceptions are documented and routed back to sales for customer confirmation

Business value: Improves visibility into custom requests, supports faster internal coordination, and reduces manual email-based follow-up.

6. Compliance and Legal Review of Product Claims and Visuals

Data flow: OpenText Workflow Service ? Threekit

For products with regulated claims or restricted imagery, OpenText Workflow Service can manage legal and compliance review before Threekit content is published. This is valuable in industries such as healthcare, consumer electronics, automotive, and home goods.

• Product descriptions, claims, and visuals are submitted for review
• Legal and compliance teams approve or flag required changes
• Only approved content is released to Threekit experiences
• Audit trails are retained for governance and regulatory support

Business value: Reduces compliance exposure, supports auditability, and prevents unapproved content from reaching customers.

7. Dealer or Channel Partner Request Fulfillment Workflow

Data flow: Threekit ? OpenText Workflow Service ? CRM, ERP, or partner portal

Channel partners often need support for product configuration approvals, asset requests, or quote exceptions. Threekit can capture the partner?s selected configuration, while OpenText Workflow Service manages the fulfillment process across internal teams.

• A dealer configures a product in Threekit
• OpenText Workflow Service routes the request for pricing, inventory, or production review
• Fulfillment status is tracked through the workflow
• Updates are returned to the partner portal or CRM

Business value: Improves dealer experience, standardizes partner request handling, and reduces turnaround time for channel sales.

8. Post-Sale Change Request and Order Amendment Workflow

Data flow: Threekit ? OpenText Workflow Service ? ERP or order management system

After a customer places an order based on a Threekit configuration, changes may be needed due to design revisions, availability issues, or customer requests. OpenText Workflow Service can manage the amendment process and route it to the right teams for approval and execution.

• Original configuration and order details are pulled from Threekit
• OpenText Workflow Service creates a change request case
• Operations, finance, and customer service review the impact
• Approved changes are synchronized to ERP or order management systems

Business value: Reduces order errors, improves customer service responsiveness, and creates a controlled process for post-sale changes.