document presentment by opentext

Document Presentment by OpenText

OpenText Confidential. ©2016 All Rights Reserved. 2

Todays structured Digital World is driven by Data and Processes


This is the Digital Core of an enterprise


But data and processes rely on, and generate large amounts of Digital Content


Digital Content Platform

This is the Digital Content Platform


The Digital Content Platform manages the unstructured world of the Digital core …


The Digital Core


… in todays hyperconnected world of data, processes and content


The Digital Core


The Digital Core

… that comes in many forms, …

OpenText Trading Grid and EDI

Fax and Invoices

Email and Mobile

E-Forms and hand written



… supports multiple business areas …

Workforce

Assets Suppliers

Customers

The Digital Core



… and requires unique digitization and connections …

Workforce

Assets Suppliers

Customers

The Digital Core



… because content is often generated as well as digitized.

Workforce

Assets Suppliers

Customers

The Digital Core



The Digital Content Platform manages the unstructured world of the Digital core


The Digital Core


Document Presentment streamlines and automates content generation

Document Presentment for SAP


In the hyperconnected world, content is generated as well as digitized.


Solution Use cases


1 2 3

Financial Statements and

other Correspondence

Generation of documents from

any SAP Business Object

in xECM

SuccessFactors communication


1

Barriers to engaging

Financial Services Correspondence

Challenges� Un-Engaging Bland Content� Data held in multiple

disconnected repositories� Inability to target and personalize� Wasted opportunity for customer

marketing � Statement templates take weeks

of development to modify� Inability to react to competitive

marketing


1

Fully engagedOnline - Financial

Services interactive

Correspondence

Outcome� Consolidation of many data

sources� On demand generation with real-

time, interactive data.� Targeted functional applications.� Embedded rich media including

video advertising� Targeted offers including 3rd Party

promotions� Update templates in hours not

days to stay ahead of the competition


1

Fully engagedOffline - Financial

Servicesprinted

Correspondence

Outcome� Consolidation of many data

sources� Utilize whitespace more

effectively � Reduce costs by removing

inserts from print runs, target directly on the content

� Target specific offers, call to actions on potentially the only channel to communicate with the customer


2

Workforce letter generation from SuccessFactors

Automated letter generation from SuccessFactors� Generation of Employee letters such

as statements, reviews, offers and general correspondence

� Automate manual tasks to reduce time and effort

� Employee correspondence can include multi-page documents (e.g. benefits packages).

� Automatically deliver as email, pdf, printed letter


3

Generation of documents from

any SAP Business Object

in xECM

Ad-hoc generation from xECM• Leverage existing MDG Data• Eliminate manual involvement

that introduces errors and can cause delays

• On-Time delivery of content• Synchronize document and

supply chain processes• Integrated into SAP UI’s


OpenText Document Presentment for SAP

Provides measurable performance benefits and cost savings


“Document change request turnaround decreased from 1-2weeks to less than 24hr”

“Our customer turnover rate was reduced from 25% to under

5%”

“We reduced mailing and distribution costs by 50% per

document”

“We saved €2.5M annually optimizing the account opening

process alone”

“Consume to cash process was shortened to 2-3 days, which had a huge impact on

revolving credit”

“Over the first 12 months we estimated savings to be $2M

on label printing costs”

Benefits and Cost Savings


Document Composition

Document Compose

• Connect Business Data from any Source including SAP CRM, ERP, Success Factors, LOB Applications

• Best in class document design tool.

• Allows real-time changes by Business Users

CRM

ERP

SCM

Legacy

PI

ECMRe-use and re-purpose existing content

SmartForms, XSF data

Pre-formatted: OTF/ABAP List, PDFRaw data: RDI, XSF, XFP

IDoc, OTF

IDoc, XML/WebServices

XML, CSV, JDBC, JMS


• Apply business rules for messages and content, depending on the characteristics of the recipient.

• Preview in real time• Advanced markup,

hyperlinks, • Integrated to Digital

Asset Management for SAP

• Store in xECM for Archive purposes

Document Generate

Document Generation


Document Delivery

The Digital Core


Workforce

Assets and IoT

Suppliers

Customers

Document Distribute

• Common Output process used regardless of distribution channel

• Distribute to any channel including print, email, e-document, browser, sms, tablet, in-store kiosk, XML for data transfer, interactive forms, campaign, workforce …


Document Presentment by OpenText

Document Distribute

• Common Output process used regardless of distribution channel

• Distribute to any channel including print, email, e-document, browser, sms, tablet, in-store kiosk, XML for data transfer, interactive forms, campaign, workforce …

Document Consolidate

• Consolidate individual documents into document packs

• Can be run interactively to select the appropriate documents for each pack

• Apply business rules for messages and content, depending on the characteristics of the recipient.

• Preview in real time• Advanced markup,

hyperlinks, OMR codes fully supported

• Integrated to Digital Asset Management for SAP

Document Generate

Document Compose

• Connect Business Data from any Source including SAP CRM, ERP, Success Factors, LOB Applications

• Best in class document design tool.

• Allows real-time changes by Business Users


Document presentment can be used for many types of content generation …

Asset Employee FinanceProduct CustomerSupplier

• Purchase Orders• Contracts• Correspondence• Complex Quotes• Multi part

documentation

• Product Enquiries

• Transport Documentation

• Product Catalogs• Product

Information• Newsletters• Interactive

Marketing Forms• Campaign

materials• Recalls

• Usage Guides• Installation

Guides• Scheduled

Maintenance Notifications

• Labelling• Work Orders• Correspondence• MSDS

• Payslips• Tax documents• Employee

Notifications and rewards

• Contracts• General

Correspondence• Newsletters

• Invoices• Credit Notes• Contracts• Correspondence

• *Hybris Digital Documents

• Bills• Statements• Invoices• Service

Notifications• Delivery Packs• Returns forms• Contracts• Quotes


OpenText Suite for SAPSAP Ariba Solutions | SAP S4/HANA | SAP Hybris | SAP SuccessFactors Solutions | Microsoft

INFORMATION DELIVERYINFORMATION MANAGEMENTINFORMATION PROCESSING

Invoice Management & OCR

Business Center / Digital Content Processing

xECM for Sharepoint

INFORMATION GOVERNANCE Archiving & Document Access

Core

DocumentPresentment

Hybris DigitalDocuments

Employee File Management

Extended ECM Digital AssetManagement

xECM for SAP SuccessFactors

On Premise | OpenText Cloud | Hybrid

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