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
Ÿ Un-Engaging Bland Content
Ÿ Data held in multiple
disconnected repositories
Ÿ Inability to target and personalize
Ÿ Wasted opportunity for customer
marketing
Ÿ Statement templates take weeks
of development to modify
Ÿ Inability to react to competitive
marketing

1
Fully engaged
Online - Financial
Services
interactive
Correspondence
Outcome
Ÿ Consolidation of many data
sources
Ÿ On demand generation with real-
time, interactive data.
Ÿ Targeted functional applications.
Ÿ Embedded rich media including
video advertising
Ÿ Targeted offers including 3rd Party
promotions
Ÿ Update templates in hours not
days to stay ahead of the
competition

1
Fully engaged
Offline - Financial
Services
printed
Correspondence
Outcome
Ÿ Consolidation of many data
sources
Ÿ Utilize whitespace more
effectively
Ÿ Reduce costs by removing
inserts from print runs, target
directly on the content
Ÿ 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
Ÿ Generation of Employee letters such
as statements, reviews, offers and
general correspondence
Ÿ Automate manual tasks to reduce
time and effort
Ÿ Employee correspondence can
include multi-page documents (e.g.
benefits packages).
Ÿ 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 1-2
weeks 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
ECM
Re-use and re-purpose
existing content
SmartForms, XSF data
Pre-formatted: OTF/ABAP
List, PDF
Raw 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 SAP
SAP 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
Document
Presentment
Hybris Digital
Documents
Employee File
Management
Extended ECM
Digital Asset
Management
xECM for SAP
SuccessFactors
On Premise | OpenText Cloud | Hybrid

www.opentext.com/SAP
@opentext
@jon_beardsley
facebook.com/opentext
linkedin.com/company/opentext

Document Presentment by OpenText

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