Wrike - OpenText Extended ECM Platform Integration and Automation

Common Integration Use Cases Between Wrike and OpenText Extended ECM Platform

1. Project Deliverables Linked to Controlled Content Repositories

Data flow: Wrike ? OpenText Extended ECM Platform

When a project task in Wrike reaches a key milestone, the final deliverable, supporting documents, and approval records can be automatically stored in OpenText Extended ECM Platform as the system of record. This is especially useful for marketing campaigns, client deliverables, and regulated project documentation where teams need both execution visibility in Wrike and long-term content governance in ECM.

Business value: Reduces manual filing, improves auditability, and ensures approved content is retained with the right metadata, version history, and retention controls.

2. Document Review and Approval Workflow Synchronization

Data flow: Bi-directional

Wrike can manage the operational review cycle for creative assets, contracts, or project documents while OpenText Extended ECM Platform maintains the governed document version and approval trail. When a document is updated in OpenText, Wrike can create or update a review task for stakeholders. Once approved in Wrike, the final status can be written back to OpenText to lock the approved version.

Business value: Keeps teams aligned on the latest version, shortens approval cycles, and prevents uncontrolled document changes.

3. Request Intake to Content-Driven Project Initiation

Data flow: OpenText Extended ECM Platform ? Wrike

Business users can submit structured content requests or intake forms in OpenText Extended ECM Platform, such as legal review requests, policy updates, or customer onboarding documentation. Based on the request type, Wrike can automatically generate a project, task list, and assignees for execution. The originating request and related documents remain linked in OpenText for governance and traceability.

Business value: Standardizes intake, accelerates project setup, and ensures every work item starts with the correct supporting documentation.

4. Contract and Statement of Work Execution Tracking

Data flow: OpenText Extended ECM Platform ? Wrike

Contracts, statements of work, and amendments stored in OpenText can trigger delivery tasks in Wrike once they are executed. For example, when a client contract is finalized, Wrike can create a project for onboarding, implementation, or service delivery with deadlines tied to contractual obligations. Key contract metadata such as client name, effective date, and service scope can be passed into Wrike for planning and reporting.

Business value: Connects legal and commercial commitments to operational delivery, reducing missed obligations and improving handoff between departments.

5. Governance of Marketing and Creative Assets

Data flow: Wrike ? OpenText Extended ECM Platform

Marketing and creative teams can manage campaign production in Wrike, including task assignments, proofing, and approvals. Once assets are approved, the final versions can be published to OpenText Extended ECM Platform with campaign metadata, usage rights, and retention rules. This creates a governed archive of approved brand assets, campaign collateral, and source files.

Business value: Improves brand control, simplifies asset reuse, and provides a compliant repository for approved creative materials.

6. Change Management for Policies, Procedures, and Controlled Documents

Data flow: OpenText Extended ECM Platform ? Wrike

When a controlled document such as a policy, SOP, or compliance procedure is revised in OpenText, Wrike can automatically create review and implementation tasks for impacted teams. Tasks may include training updates, communication plans, or system changes. Once the rollout is complete, Wrike can update the document record in OpenText with implementation status and completion evidence.

Business value: Ensures document changes are operationalized consistently and provides evidence that downstream actions were completed.

7. Project Status Reporting with Content Context

Data flow: Bi-directional

Wrike project status, milestones, and task completion data can be combined with OpenText document status, version state, and approval history to create a more complete view of project progress. For example, a professional services team can see whether a deliverable is merely completed in Wrike or also formally approved and archived in OpenText.

Business value: Gives leaders a single operational and content governance view, improving decision-making and reducing status ambiguity.

8. Audit-Ready Delivery Packages for Client or Regulatory Use

Data flow: Wrike ? OpenText Extended ECM Platform

At project closeout, Wrike can package final deliverables, task completion evidence, and approval records into OpenText Extended ECM Platform as an audit-ready record set. This is valuable for regulated industries, consulting engagements, and customer implementations where teams must demonstrate what was delivered, when it was approved, and who signed off.

Business value: Strengthens compliance, simplifies audits, and preserves a complete record of project execution and approvals.