Wrike - OpenText Extended ECM - Business Workspaces Integration and Automation

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

1. Project Workspace Creation from Wrike Project Initiation

Direction: Wrike ? OpenText Extended ECM - Business Workspaces

When a new project is approved in Wrike, the integration can automatically create a corresponding Business Workspace in OpenText Extended ECM tied to that project record. The workspace can store contracts, statements of work, briefs, approvals, and supporting documents in a governed repository while Wrike continues to manage tasks, timelines, and ownership.

• Business value: Gives project teams a single governed content space linked to the live project plan.
• Operational benefit: Reduces manual setup of folders and document repositories for every new project.
• Best fit: Marketing campaigns, client onboarding, implementation projects, and professional services engagements.

2. Centralized Document Access from Wrike Tasks and Projects

Direction: OpenText Extended ECM - Business Workspaces ? Wrike

Wrike users can access relevant documents stored in the Business Workspace directly from tasks, projects, or custom fields. For example, a creative task in Wrike can link to the latest approved brand guidelines, legal review documents, or customer requirements stored in OpenText Extended ECM.

• Business value: Ensures teams work from the correct version of controlled documents.
• Operational benefit: Eliminates time spent searching across shared drives, email attachments, and disconnected systems.
• Best fit: Creative operations, regulated content review, and cross functional project delivery.

3. Approval and Review Workflow Synchronization

Direction: Bi directional

Wrike can manage the work execution side of an approval process while OpenText Extended ECM manages the formal document review and retention side. For instance, a marketing asset can move through drafting and internal review in Wrike, then be routed through a governed approval process in OpenText Extended ECM for legal, compliance, or executive sign off.

• Business value: Aligns operational task management with formal content governance.
• Operational benefit: Creates a clear audit trail for both work progress and document approval history.
• Best fit: Brand approvals, regulated communications, policy documents, and customer facing deliverables.

4. Customer or Project Case Workspace Linked to Delivery Plans

Direction: OpenText Extended ECM - Business Workspaces ? Wrike

For customer facing work, a Business Workspace can serve as the authoritative record for the account, case, or project. Wrike can then pull key metadata such as customer name, case number, service level, or contract reference to create and organize delivery tasks. This gives delivery teams a structured way to manage work while keeping the business context anchored in OpenText Extended ECM.

• Business value: Improves visibility across account management, service delivery, and document history.
• Operational benefit: Reduces duplicate data entry and improves consistency across systems.
• Best fit: Professional services, customer implementation, and managed services operations.

5. Contract and Statement of Work Driven Project Execution

Direction: OpenText Extended ECM - Business Workspaces ? Wrike

When a contract or statement of work is finalized in OpenText Extended ECM, the integration can trigger a Wrike project with predefined tasks, milestones, and owners based on the approved scope. The contract workspace remains the source of truth for commercial terms, while Wrike manages execution against those terms.

• Business value: Speeds project kickoff after commercial approval.
• Operational benefit: Ensures delivery teams start with the correct scope, dates, and obligations.
• Best fit: Client onboarding, implementation projects, and statement of work based engagements.

6. Change Request Management with Controlled Document Updates

Direction: Bi directional

When a change request is raised in Wrike, the related documents in OpenText Extended ECM can be updated or versioned as part of the formal change record. Conversely, if a controlled document is revised in OpenText Extended ECM, Wrike can create or update tasks for impacted teams such as creative, legal, operations, or customer success.

• Business value: Keeps project plans and controlled content aligned when scope changes.
• Operational benefit: Prevents teams from executing against outdated requirements or deliverables.
• Best fit: Product launches, policy updates, regulated content, and complex client projects.

7. Project Reporting with Document and Task Context

Direction: Bi directional

Wrike dashboards can show project status, overdue tasks, and resource utilization, while OpenText Extended ECM can provide the associated documents, approvals, and metadata needed to explain project progress. Together, they give managers a complete view of both execution and content governance for a project or business case.

• Business value: Improves decision making with both operational and documentary context.
• Operational benefit: Helps leaders identify delays caused by missing approvals, incomplete documents, or unresolved dependencies.
• Best fit: Executive reporting, PMO oversight, and client delivery governance.

8. Audit Ready Delivery Records for Regulated Work

Direction: Wrike ? OpenText Extended ECM - Business Workspaces

At project completion, Wrike can pass final deliverables, task history, approvals, and completion metadata into the Business Workspace for long term retention. OpenText Extended ECM then becomes the governed archive for the full delivery record, including evidence of who approved what and when.

• Business value: Supports compliance, audit readiness, and defensible record keeping.
• Operational benefit: Reduces risk of losing critical project evidence after work is closed in Wrike.
• Best fit: Legal, compliance, healthcare, financial services, and public sector projects.