Trello - OpenText Extended ECM Platform Integration and Automation

Common Integration Use Cases Between Trello and OpenText Extended ECM Platform

1. Project Task Tracking Linked to Controlled Project Documents

Data flow: Trello ? OpenText Extended ECM Platform

When a project card is created in Trello, the related contract, scope document, design file, or approval record is automatically stored in OpenText Extended ECM Platform and linked back to the card. Project teams can manage tasks visually in Trello while relying on OpenText for governed document storage, version control, and retention.

Business value: Reduces document sprawl, ensures teams work from approved files, and improves auditability for project execution.

2. Content Approval Workflow for Marketing and Communications

Data flow: Bi-directional

Marketing teams can use Trello cards to manage content production stages such as draft, review, legal approval, and publish. Final assets, brand-approved copies, and compliance sign-offs are stored in OpenText Extended ECM Platform, while status updates from OpenText can move the Trello card through the workflow.

Business value: Speeds up content delivery, improves governance over published materials, and gives stakeholders a simple visual view of approval progress.

3. Customer or Partner Onboarding Coordination

Data flow: Trello ? OpenText Extended ECM Platform

Operations or customer success teams can track onboarding tasks in Trello, such as collecting signed agreements, setup forms, and training materials. Once documents are received, they are automatically filed in OpenText Extended ECM Platform under the customer or partner record for long-term retention and compliance.

Business value: Creates a consistent onboarding process, reduces missed documentation, and improves handoff between operational teams and records management.

4. Change Request and Release Documentation Management

Data flow: Bi-directional

Product and IT teams can manage change requests, release tasks, and deployment checklists in Trello. Supporting artifacts such as test evidence, release notes, approvals, and implementation plans are stored in OpenText Extended ECM Platform. When a release package is approved or updated in OpenText, the corresponding Trello card can be updated automatically.

Business value: Improves traceability between work execution and formal release documentation, supporting governance and audit requirements.

5. Legal and Compliance Review of Operational Work Items

Data flow: Trello ? OpenText Extended ECM Platform

Teams can create Trello cards for items requiring legal or compliance review, such as policy updates, vendor agreements, or regulated communications. The official review documents, comments, and approval records are maintained in OpenText Extended ECM Platform, while Trello tracks the action items and deadlines.

Business value: Keeps operational teams moving while ensuring regulated content is reviewed and archived in a controlled repository.

6. Event Planning with Centralized Asset and Record Storage

Data flow: Bi-directional

Event teams can plan logistics, vendor coordination, and task assignments in Trello. OpenText Extended ECM Platform stores venue contracts, insurance certificates, speaker agreements, and final event assets. As documents are approved or updated, the related Trello cards can reflect the latest status.

Business value: Gives event teams a simple planning interface while maintaining a secure, searchable record of all event-related documentation.

7. Cross-Functional Process Management with Governance

Data flow: Bi-directional

For processes that involve multiple departments, such as procurement, policy updates, or internal audits, Trello can serve as the task coordination layer and OpenText Extended ECM Platform can serve as the system of record for supporting documents and approvals. Each Trello card can reference the authoritative document set in OpenText, and workflow milestones in OpenText can trigger task updates in Trello.

Business value: Improves visibility across teams, reduces duplicate tracking, and ensures business processes remain both agile and compliant.