Trello - OpenText Lens - Data Visibility Integration and Automation

Common Integration Use Cases Between Trello and OpenText Lens - Data Visibility

1. Data Cleanup Project Tracking for Sensitive Content Remediation

Flow: OpenText Lens - Data Visibility ? Trello

When OpenText Lens identifies sensitive, redundant, or obsolete unstructured content across file shares, SharePoint, or cloud repositories, it can create Trello cards for each cleanup workstream. Each card can represent a repository, department, or remediation batch, with labels for risk level, due dates for compliance deadlines, and checklists for review, deletion, retention, or legal hold validation.

Business value: Gives governance, security, and records teams a visible execution board for remediation efforts, improving accountability and reducing the risk of missed cleanup actions.

2. Migration Readiness and Content Inventory Tracking

Flow: OpenText Lens - Data Visibility ? Trello

Before migrating content to a new platform, OpenText Lens can scan repositories and surface what data exists, where it resides, and which files may be obsolete or sensitive. Trello can then be used to manage migration readiness tasks such as content owner review, exception handling, archive decisions, and migration wave planning. Cards can be grouped by source system or business unit to coordinate work across IT and business stakeholders.

Business value: Reduces migration risk, prevents unnecessary data movement, and helps teams prioritize what should be migrated, archived, or deleted.

3. Compliance Review Workflow for High-Risk Data Findings

Flow: OpenText Lens - Data Visibility ? Trello

OpenText Lens can flag repositories containing regulated or potentially sensitive content, then push findings into Trello for compliance review. Legal, privacy, and information security teams can use Trello cards to assign ownership, document decisions, track approvals, and monitor remediation status for items such as personally identifiable information, financial records, or confidential contracts.

Business value: Creates a clear audit trail for compliance actions and speeds up cross-functional review of high-risk data.

4. Departmental Data Stewardship and Ownership Assignment

Flow: OpenText Lens - Data Visibility ? Trello

OpenText Lens can identify where unstructured data is stored and which business areas appear to own it. Trello can then be used to assign stewardship tasks to department leads for validation, classification, and retention decisions. Cards can include repository links, file counts, risk indicators, and required actions so business owners can confirm whether content should be retained, archived, or removed.

Business value: Improves data ownership clarity and distributes governance responsibilities to the right teams instead of leaving decisions solely to IT.

5. Ongoing Information Risk Management Backlog

Flow: OpenText Lens - Data Visibility ? Trello

As OpenText Lens continuously discovers new sensitive or obsolete content, it can create or update Trello cards in a standing risk management board. Security and governance teams can triage findings, prioritize based on exposure and business impact, and track remediation through to closure. This is especially useful for recurring scans and periodic risk reviews.

Business value: Turns data visibility insights into an operational backlog that can be managed like any other enterprise risk program.

6. Content Review for Legal Hold and Retention Exceptions

Flow: OpenText Lens - Data Visibility ? Trello

When OpenText Lens identifies content that may fall under retention, legal hold, or exception rules, Trello can be used to coordinate review between legal, records management, and business teams. Cards can track exception requests, hold confirmations, and disposition decisions, ensuring that potentially relevant content is not deleted prematurely.

Business value: Supports defensible retention decisions and reduces the chance of noncompliant deletion during cleanup or migration projects.

7. Executive Reporting on Data Reduction and Governance Progress

Flow: Trello ? OpenText Lens - Data Visibility, and OpenText Lens - Data Visibility ? Trello

Trello can be used to manage governance initiatives, while OpenText Lens provides the underlying data discovery metrics. Integration can synchronize project status from Trello with scan results from OpenText Lens to produce a consolidated view of progress, such as number of repositories reviewed, sensitive files identified, and cleanup actions completed. This supports reporting to compliance leaders, CIO teams, and audit stakeholders.

Business value: Connects operational task tracking with measurable data risk reduction outcomes for better program visibility.

8. Pre-Audit Evidence Collection and Task Coordination

Flow: OpenText Lens - Data Visibility ? Trello

OpenText Lens can surface evidence about where sensitive data resides and how much obsolete content exists, then Trello can organize the tasks needed to prepare for audits or regulatory reviews. Teams can use cards to collect screenshots, export reports, validate repository owners, and confirm remediation actions before the audit deadline.

Business value: Helps audit preparation teams stay organized, reduces last-minute scrambling, and improves confidence in governance evidence.