Upload
jonathan-beardsley
View
8.351
Download
14
Embed Size (px)
Citation preview
Document Presentment by OpenText
OpenText Confidential. ©2016 All Rights Reserved. 2
Todays structured Digital World is driven by Data and Processes
OpenText Confidential. ©2016 All Rights Reserved. 3
This is the Digital Core of an enterprise
OpenText Confidential. ©2016 All Rights Reserved. 4
But data and processes rely on, and generate large amounts of Digital Content
OpenText Confidential. ©2016 All Rights Reserved. 5
Digital Content Platform
This is the Digital Content Platform
OpenText Confidential. ©2016 All Rights Reserved. 6
The Digital Content Platform manages the unstructured world of the Digital core …
Digital Content Platform
The Digital Core
OpenText Confidential. ©2016 All Rights Reserved. 7
… in todays hyperconnected world of data, processes and content
Digital Content Platform
The Digital Core
OpenText Confidential. ©2016 All Rights Reserved. 8
The Digital Core
… that comes in many forms, …
OpenText Trading Grid and EDI
Fax and Invoices
Email and Mobile
E-Forms and hand written
Digital Content Platform
OpenText Confidential. ©2016 All Rights Reserved. 9
… supports multiple business areas …
Workforce
Assets Suppliers
Customers
The Digital Core
Digital Content Platform
OpenText Confidential. ©2016 All Rights Reserved. 10
… and requires unique digitization and connections …
Workforce
Assets Suppliers
Customers
The Digital Core
Digital Content Platform
OpenText Confidential. ©2016 All Rights Reserved. 11
… because content is often generated as well as digitized.
Workforce
Assets Suppliers
Customers
The Digital Core
Digital Content Platform
OpenText Confidential. ©2016 All Rights Reserved. 12
The Digital Content Platform manages the unstructured world of the Digital core
Digital Content Platform
The Digital Core
OpenText Confidential. ©2016 All Rights Reserved. 13
Document Presentment streamlines and automates content generation
Document Presentment for SAP
OpenText Confidential. ©2016 All Rights Reserved. 14
In the hyperconnected world, content is generated as well as digitized.
OpenText Confidential. ©2016 All Rights Reserved. 15
Solution Use cases
OpenText Confidential. ©2016 All Rights Reserved. 16
1 2 3
Financial Statements and
other Correspondence
Generation of documents from
any SAP Business Object
in xECM
SuccessFactors communication
OpenText Confidential. ©2016 All Rights Reserved. 17
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
OpenText Confidential. ©2016 All Rights Reserved. 18
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
OpenText Confidential. ©2016 All Rights Reserved. 19
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
OpenText Confidential. ©2016 All Rights Reserved. 20
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
OpenText Confidential. ©2016 All Rights Reserved. 21
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 Confidential. ©2016 All Rights Reserved. 22
OpenText Document Presentment for SAP
Provides measurable performance benefits and cost savings
OpenText Confidential. ©2016 All Rights Reserved. 23
“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
OpenText Confidential. ©2016 All Rights Reserved. 24
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
OpenText Confidential. ©2016 All Rights Reserved. 25
• 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
OpenText Confidential. ©2016 All Rights Reserved. 26
Document Delivery
The Digital Core
Digital Content Platform
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 …
OpenText Confidential. ©2016 All Rights Reserved. 27
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
OpenText Confidential. ©2016 All Rights Reserved. 28
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 Confidential. ©2016 All Rights Reserved. 29
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
www.opentext.com/SAP@opentext@jon_beardsleyfacebook.com/opentext
linkedin.com/company/opentext