Open Text ECM Implementation

OpenText ECM Content Management and Workflow is a solution that enables working with a large amount of documentation (millions of scanned, paper and microfilmed documents). OpenText ECM is a scalable solution that enables easy introduction of new types of documents and addition of new users, as well as expansion and addition of new work processes to the system.

OpenText ECM contains modules for document management, advanced workflow, digital signing of documents, scanning, document import and creation of advanced reports. The system is prepared for full integration with other standard work applications (Lotus Notes, Microsoft Outlook, Microsoft Share Point, Adobe, Microsoft Office Suite, etc.). OpenText ECM includes the ability to easily connect with other work applications (eg Core Banking system).

The basis of the OpenText ECM solution is represented by modules for:

  • Imaging, which includes, among other components, a scanning application with an accompanying module for asynchronous transport of documents
  • Business Process Management, which ensures the implementation of the workflow functionality of documents that are processed
  • Document Management and Archiving, which ensures safe, encrypted storage of processed documents and easy use of documents by bank employees

OpenText ECM Content Management – basic features:

  • OpenText Content Management contains modules for document management, advanced workflow, digital signing of documents, scanning, importing documents and creating advanced reports.
  • The system is prepared for full integration with other standard work applications (Lotus Notes, Microsoft Outlook, Microsoft Share Point, Adobe, Microsoft Office Suite, etc.)
  • OpenText Content Management has the ability to easily connect with other work applications and information systems

The OpenText Content Management input module is an OpenText Imaging Enterprise Scan module that is used for scanning from a few documents per day to mass scanning of over several million documents per day. Enterprise Scan also supports hot folder (pooling) import of faxes and electronic documents, as well as automatic import of documents from e-mails.

OpenText Document Management is a software solution that helps users in companies to reduce the waste of time and effort on organizing, finding and managing business documents. The document management system allows users to scan documents, create electronic documents, organize and manage all electronic documents located on the central OpenText server. Scanned and other electronic documents that are in the document management system on the OpenText server can be easily and quickly found via the internal network (intranet) or the Internet and secure connections.

With the OpenText Document Management System, a company can improve productivity and reduce costs by having quick access to organized documentation, document versioning, business process automation and quick responses to client requests.

OpenText Content Management is the default web-oriented solution that enables access to documents regardless of the user’s location. Access rules and actions on documents are defined for each user. OpenText Content Suite uses the most advanced technology of virtual folders, which enables each user to display information grouped according to his needs (e.g. a user in a branch has a display grouped by users from that branch, while a user in the central office has data grouped by branches or products – loans, accounts, etc. ).

Open Text ECM provides a unique solution for displaying consolidated data from all work applications. In this way, the user gets the opportunity to see all information about the client in one place (e.g. by entering only the client number): his electronic and scanned documentation, complete e-mail correspondence related to the client, information from SAP, the bank’s Core system or others information systems.

Integration with additional applications

The system allows users of popular software packages (Microsoft Word, PowerPoint, Excel, Outlook, Lotus Mail) to open and save documents directly from the repository. Users can transfer documents between the desktop and the repository with simple drag and drop actions within Windows Explorer. The system supports the WebDav protocol, and allows users of applications that support this protocol to connect directly to the repository.

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