OpenText Extended ECM Documentum for Salesforce storing and managing business-critical content into the Salesforce platform. Enterprise-grade content governance and lifecycle management can now be introduced to content within the world’s leading CRM system.
Run in parallel, Documentum and Salesforce leave the end-user constantly switching between the two systems. This is inefficient, wastes time and increases risk. Built to address this key challenge, OpenText™ Extended ECM Documentum for Salesforce integrates OpenText Documentum with Salesforce solutions, such as Sales Cloud, Service Cloud and Financial Service Cloud, so users can easily access all information contained in Documentum directly from the process experience in Salesforce. Integration enables information flows, allowing Documentum content to be surfaced automatically within the Salesforce UI, giving users real-time information to enhance sales cycles, customer service and process efficiency.
Using Extended ECM Documentum for Salesforce, data processes and information are linked together combining structured and unstructured data in a single convenient end-user experience. Users can see all relevant content in the context of a business process within Salesforce. Working from within Documentum users can see hierarchies of content enriched with key business data from Salesforce. This integration ensures that information and content are accurate, while providing a single source of truth and stronger collaboration, better quality of response and shorter response times.
You can read more about about Documentum integration to Salesforce for ECM here.
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OpenText Documentum D2 is the next generation interface for accessing and interacting with content stored on a Documentum server.
Here are 10 reasons why to Upgrade from Webtop to Documentum D2:
1. Roadmap
When comparing roadmaps for Webtop and D2, users can clearly see that there is much more on the D2 horizon. D2 has a robust roadmap with a substantial engineering effort behind it, particularly on D2 SmartView which OpenText is continually expanding on so that users can do more using SmartView.
2. Configuration vs coding
D2 includes a configuration layer with an agile configuration tool for building content management apps. It uses a familiar, spreadsheet-like UI which runs in web browsers and allows business users to set policies without relying on custom development. It is less challenging for administrators to maintain, than using existing instances of Webtop, especially if it has been modified through years of custom coding to adapt to new use cases.
3. Validate and deploy quickly
With Webtop, implementing any new document control requirement involves a customization process of design, development, testing and validation. D2 reduces or even eliminates formally testing and validating. Deployment of new content management functionality is in the business’s hands and enables it to respond quickly to new requirements. Business analysts can work with users to configure the application, and changes to the configuration are immediately applied to the environment.
4. Collaboration
Webtop allows internal sharing and collaboration but is limited when it comes to ad-hoc external sharing with third parties or partners. D2 includes deep integration with OpenText Core Share, allowing users to securely share encrypted, audited content externally. Sharing content can either be automated based on pre-defined rules or initiated manually through the D2 interface.
5. User experience
D2 offers a modern, personalized user experience. Administrators can adapt applications to unique user and business function needs while adhering to a centralized set of rules that ensure consistency across the organization. On the other hand, Webtop was built to be a “do it all” interface, which can make it overly complex for casual users who only want to find and view content.
6. Mobile
Webtop has no mobile option and doesn’t scale to smaller screen formats. D2 scales dynamically between screen sizes. Even if you adjust your web browser to a smaller size, the tiles re-arrange, and you can still see the information you need. It also comes with a free iOS and Android app, featuring the same look and navigation as SmartView and functionality including remote wipe, Touch ID and offline content.
7. Widgets
Webtop doesn’t allow other apps to retrieve content and surface it in their UI. With D2, widgets allow Documentum content to be surfaced in Microsoft Office, SharePoint and Teams, Extended ECM for Documentum and Appworks, enabling people to work in their preferred applications. Documentum works transparently in the background, providing governance oversight.
8.Custom search screens
Search functionality that requires custom coding in Webtop is solved OOTB with D2. D2 offers facets at the folder level without performing a search. It provides facets for workflows as per the screenshot, it provides facets for tasks and facets can be nested.
9. Apply lifecycles during document creation
The ability to apply lifecycles during document creation is a common customization for many Webtop customers. D2 enables lifecycle management through a simple configuration that also includes lifecycle batch processing.
10. Controlling PDF documents
PDF is a universally accepted, secure format for sharing documents with virtually anyone, anywhere, using any application. Watermarking is a common requirement and custom code is necessary in Webtop. D2 comes standard with many PDF processing capabilities, including watermarking and the ability to add headers and footers. You can also insert content such as cover pages, signature pages, and automatically add PDF pages anywhere in the document.
You can read more about Reasons to Upgrade from Webtop to Documentum D2 here.
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eRoom is an on-line project collaboration, or collaborative software product from Opentext Corporation. The solution helps create efficiency in daily tasks, also allows users to seamlessly collaborate on projects, programs and processes to eliminate the gaps that put pressure on profitability and time to market.
eRoom Key Features:
Robust collaboration Provides an enterprise repository across collaborative workspaces.
Business process support Extends business processes across the firewall while maintaining the security of the internal repository.
Classification support Supports the classification of collaborative content according to corporate taxonomies.
Web-based interface Requires only an internet connection and browser, especially useful for geographically dispersed workers.
eRoom Essential Benefits:
Improves enterprise knowledge work Leverage a virtual meeting space online to work on projects and collaborate on common initiatives.
Accelerates collaboration and group tasks Give employees and customers a web-based space to meet, manage projects or share calendars, reports and ideas.
Give users control Let members of the project team members run and manage online rooms without IT support.
Optimizes business processes Leverage collaboration features integrated with Documentum to set automatic versioning on documents and store files and their associated online threaded discussions.
You can read more about OpenText Documentum eRoom here.
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