Wrike - OpenText Information Archive Integration and Automation

Common Integration Use Cases Between Wrike and OpenText InfoArchive

Wrike and OpenText InfoArchive complement each other well in organizations that need to manage active work in Wrike while preserving completed, regulated, or legacy project records in a compliant archive. Wrike supports day-to-day collaboration, task execution, approvals, and reporting, while OpenText InfoArchive provides long-term retention, legal hold support, and controlled disposition for records that must be retained beyond operational use.

1. Archive completed project records from Wrike to InfoArchive

Data flow: Wrike to OpenText InfoArchive

When a project, campaign, or client engagement is marked complete in Wrike, the final project artifacts, approvals, status reports, and key task history can be automatically transferred to OpenText InfoArchive for long-term retention. This is especially useful for marketing agencies, professional services firms, and regulated teams that need to preserve evidence of delivery, approvals, and scope changes.

Business value: Reduces storage and clutter in Wrike, preserves audit-ready records, and ensures completed work is retained according to policy without relying on manual file handling.

2. Retain approved creative assets and proofing history for compliance

Data flow: Wrike to OpenText InfoArchive

Wrike proofing comments, approval decisions, final creative files, and version history can be archived in InfoArchive once an asset is approved and published. This creates a defensible record of who approved what, when, and which version was released, which is valuable for brand governance, regulated advertising, and client sign-off processes.

Business value: Improves compliance, supports dispute resolution, and provides a complete approval trail without keeping inactive proofing records in the live work management environment.

3. Preserve project documentation from decommissioned or replaced Wrike workspaces

Data flow: Wrike to OpenText InfoArchive

When an organization restructures teams, retires a business unit, or consolidates Wrike spaces, historical project data can be exported and archived in InfoArchive before the workspace is decommissioned. This includes task records, attachments, comments, and milestone history needed for future reference or regulatory review.

Business value: Enables clean decommissioning of obsolete workspaces while maintaining access to historical records and reducing the risk of data loss during organizational change.

4. Store regulated project evidence and delivery records for audit readiness

Data flow: Wrike to OpenText InfoArchive

For industries that require evidence of controlled execution, such as financial services, healthcare, or public sector projects, Wrike can feed InfoArchive with project plans, change requests, approvals, and delivery milestones. This creates a centralized archive of project evidence that auditors can review without exposing active operational workspaces.

Business value: Simplifies audits, strengthens governance, and reduces the time teams spend gathering documentation from multiple Wrike projects.

5. Archive completed time and budget records for financial retention

Data flow: Wrike to OpenText InfoArchive

Wrike time logs, budget snapshots, resource utilization reports, and project financial summaries can be archived after project closeout. Professional services organizations can use this integration to retain billing support records, project cost history, and utilization evidence for contractual, tax, or internal finance retention requirements.

Business value: Supports finance and billing audits, preserves historical project economics, and reduces the need to keep inactive financial records in operational systems.

6. Maintain a searchable archive of client deliverables and correspondence

Data flow: Wrike to OpenText InfoArchive

Client-facing deliverables, final presentations, signed approvals, and key decision notes from Wrike can be archived in InfoArchive to create a long-term client record. This is useful for agencies and consulting firms that need to reference prior deliverables, contract outcomes, or client decisions years after project completion.

Business value: Improves client service continuity, reduces time spent searching old project spaces, and ensures important deliverables remain accessible under retention policy.

7. Apply retention and disposition policies to completed work

Data flow: Wrike to OpenText InfoArchive

Once Wrike items are archived in InfoArchive, retention schedules and disposition rules can be applied based on project type, client contract, or regulatory category. For example, marketing campaign records may be retained for a defined period, while legal or compliance-related projects may require longer retention or legal hold.

Business value: Automates records governance, reduces legal and compliance risk, and ensures records are disposed of consistently according to policy.

8. Support legacy system replacement with Wrike as the active work layer and InfoArchive as the record system

Data flow: Bi-directional operational alignment, with historical data moving from legacy sources to OpenText InfoArchive and active work managed in Wrike

During modernization initiatives, organizations can use Wrike to manage migration tasks, cutover plans, and stakeholder approvals while InfoArchive stores the retained records from legacy systems being retired. This approach is useful when project teams need a controlled workspace for migration execution and a compliant archive for historical data that must remain accessible after system shutdown.

Business value: Enables smoother system decommissioning, keeps migration work organized, and preserves legacy records without maintaining outdated applications.