Customer Experience Archives - OpenText Blogs https://blogs.opentext.com/category/technologies/customer-experience/ The Information Company Fri, 20 Jun 2025 17:53:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://blogs.opentext.com/wp-content/uploads/2024/07/cropped-OT-Icon-Box-150x150.png Customer Experience Archives - OpenText Blogs https://blogs.opentext.com/category/technologies/customer-experience/ 32 32 5 signs your healthcare fax solution needs an upgrade https://blogs.opentext.com/5-signs-your-healthcare-fax-solution-needs-an-upgrade/ Fri, 06 Jun 2025 16:18:18 +0000 https://blogs.opentext.com/?p=999308607 Illustration with tiles that spell out HIPAA as it relates to HIPAA compliant fax.

Fax remains an essential part of healthcare communications, owing to its security, traceability and HIPAA-compliance. Seven in U.S. 10 hospitals still rely on fax to exchange health information, according to the Office of the National Coordinator (ONC) for Healthcare Information Technology.  

Fax has evolved dramatically, from outdated analog systems with paper and physical machines to modern cloud-based solutions. Despite all the technological advancements and adoption of electronic healthcare records, many healthcare organizations are still relying on aging fax systems with complex on-premises infrastructure which leads to inefficiencies, security risks and limited interoperability. Here are five signs that your organization’s fax solution needs modernization: 

1. High failure rates 

    Does your fax system performance leave something to be desired? High fax failure rates in healthcare can delay the transmission of critical information like referrals, lab results, and treatment plans, leading to postponed diagnoses, disrupted care coordination, and ultimately poorer patient outcomes. At the same time, these failures create costly inefficiencies for providers, as staff must spend valuable time troubleshooting, resending, and verifying faxes, which increases labor costs and reduces productivity. Delays can also impact billing cycles, slow down reimbursements, and damage patient satisfaction hurting both clinical performance and the organization's financial health.

    2. Security vulnerabilities, compliance risks  

      Aging fax systems pose significant security and compliance risks because they rely heavily on manual processes, making them prone to human errors like misdirected faxes and unattended documents, key contributors to many data breaches. These systems typically lack modern safeguards such as encryption, access controls, and audit trails, leaving sensitive patient data vulnerable to interception or unauthorized access. As a result, any breach intentional or accidental can lead to serious regulatory consequences and financial losses, contributing to the rising average cost of data breaches in healthcare. Research shows that over 85% of all data breaches involved a human element. The average cost of a data breach jumped to $4.88 million in 2024, according to analysis of data compiled by the Ponemon Institute. That’s up 10% from the year prior. 

      3. Hidden costs of legacy systems  

        Healthcare organizations often drain valuable IT resources maintaining aging, on-premises fax and telephony systems, or rely on third-party providers with unreliable networks. These outdated technologies not only demand constant upkeep but also cause frequent transmission errors and communication breakdowns. As a result, front-line staff are burdened with correcting issues instead of focusing on patient care, leading to operational inefficiencies, delayed treatment, and ultimately a diminished patient experience.

        4. Integration challenges with modern EHR systems  

          Interoperability continues to be a challenge in U.S. healthcare settings with hundreds of different electronic health record (EHR) systems in use at different hospitals and clinics, often tailored to specific needs. With nearly 90% of U.S. based physicians using an EHR, ensuring related systems are integrated is essential. Integrating digital fax systems with modern EHRs ensures seamless and timely care coordination.  

          5. Information bottlenecks and the impact on clinical staff and patient experience  

            Legacy fax systems often create delays as faxes wait in queues for manual processing. Removing these bottlenecks with integrated AI enabled capture solutions can help speed workflows while reducing processing delays and human error.  

            Digital fax success stories in healthcare 

            Fax reliability and care coordination are directly connected. The University of Kansas Health System was dealing with a rise in fax transmission errors while local telcos reduced support for analog fax solutions. Employees spent significant amounts of time resending faxes and 90% of IT time was spent troubleshooting fax issues. By working with OpenText, they were able to implement a hybrid, HIPAA compliant digital fax solution that boosted fax transmission success to nearly 100%.  

            The Baptist Hospitals of Southeast Texas reduced the risk of delays to front-line patient services by improving the availability of fax services. The healthcare provider also avoided rising costs for fax lines as telcos phase out analog services. They boosted clinical efficiency by 20% while unlocking $200,000 in annual cost savings with a HIPAA-compliant fax solution from OpenText. 

            Building a business case for digital fax 

            1. Start with why: connect to patient care 

            When building your case, anchor the conversation in patient outcomes and clinician efficiency. Analog fax systems often lead to delays, missed referrals, and security gaps—none of which are acceptable in a patient-centered environment. 

            Tip: Use real stories. Did a critical patient referral get delayed because a fax line was busy? Share that. It brings urgency to the conversation. 

            2. Quantify the hidden costs of analog fax 

            It’s easy to overlook how expensive traditional faxing really is. Tally up the costs of: 

            • Analog phone lines – monthly charges for each line used exclusively for faxing. 
            • Third-party telephony services – fees paid to external vendors that may lack reliability or SLAs. 
            • Hardware maintenance – costs for servicing or replacing fax machines, plus depreciation over time. 
            • Consumables - paper, toner, and fax machine maintenance. 
            • Staff labor costs - time spent manually sending, receiving, filing, and routing faxes. 
            • Error correction and rework - time and resources spent on resolving failed transmissions or mis-faxes.
            • Transmission failures and downtime - impact of fax delays on clinical workflows, patient care, and revenue cycles.
            • Storage and archiving costs - physical space or systems needed to store paper records or scanned documents.
            • Opportunity costs - value of time and resources that could be re-directed to higher value patient care or innovation if fax related burdens were reduced.

            Tip: Benchmark your current costs against digital fax solutions.  

            3. Highlight the compliance and security risks 

            Healthcare is one of the most regulated industries—and analog faxing creates gaps: 

            • No audit trails for those who sent or received a fax 
            • Risk of PHI left in trays or misdialed numbers 
            • Lack of access controls 

            Digital fax offers encryption, audit logs, and user-level access management that help you stay on the right side of HIPAA, HITECH, and other regulations. 

            Tip: Talk to your compliance team early. Their support can strengthen your case dramatically. 

            4. Align with strategic goals 

            Most healthcare organizations have digital transformation initiatives underway. Show how digital fax aligns with broader goals: 

            • Supporting remote and hybrid work 
            • Reducing paper-based processes 
            • Improving interoperability with EHRs and other systems 

            Tip: Reframe digital fax as an enabler of strategic priorities, not just a utility replacement. 

            5. Propose a phased approach 

            Large IT projects can feel daunting. Ease leadership concerns by recommending a phased rollout

            • Start with a pilot in a department with high fax volume (e.g., referrals, radiology, or medical records) 
            • Measure success, then expand 

            Tip: Choose a modern, cloud-native fax solution that eliminates the need for legacy infrastructure and supports rapid scalability across departments without the complexity of maintaining analog systems.

            6. Estimate ROI and payback period 

            Executives want numbers. Estimate how long it will take to recoup the investment based on reduced costs and improved productivity. Most healthcare organizations see ROI within 6–12 months. 

            Tip: Include both hard savings (e.g., eliminated phone lines) and soft savings (e.g., time saved per fax, reduced risk of fines). 

            Digital transformation in healthcare isn’t just about big-ticket technologies. Sometimes, the biggest gains come from modernizing the tools we rely on every day. Fax is still essential—but it doesn’t have to be analog or on-premises. Build your case thoughtfully, and you’ll not only win leadership support—you’ll give your teams a faster, safer, and smarter way to connect with HIPAA-compliant fax

            The post 5 signs your healthcare fax solution needs an upgrade appeared first on OpenText Blogs.

            ]]>
            Illustration with tiles that spell out HIPAA as it relates to HIPAA compliant fax.

            Fax remains an essential part of healthcare communications, owing to its security, traceability and HIPAA-compliance. Seven in U.S. 10 hospitals still rely on fax to exchange health information, according to the Office of the National Coordinator (ONC) for Healthcare Information Technology.  

            Fax has evolved dramatically, from outdated analog systems with paper and physical machines to modern cloud-based solutions. Despite all the technological advancements and adoption of electronic healthcare records, many healthcare organizations are still relying on aging fax systems with complex on-premises infrastructure which leads to inefficiencies, security risks and limited interoperability. Here are five signs that your organization’s fax solution needs modernization: 

            1. High failure rates 

              Does your fax system performance leave something to be desired? High fax failure rates in healthcare can delay the transmission of critical information like referrals, lab results, and treatment plans, leading to postponed diagnoses, disrupted care coordination, and ultimately poorer patient outcomes. At the same time, these failures create costly inefficiencies for providers, as staff must spend valuable time troubleshooting, resending, and verifying faxes, which increases labor costs and reduces productivity. Delays can also impact billing cycles, slow down reimbursements, and damage patient satisfaction hurting both clinical performance and the organization's financial health.

              2. Security vulnerabilities, compliance risks  

                Aging fax systems pose significant security and compliance risks because they rely heavily on manual processes, making them prone to human errors like misdirected faxes and unattended documents, key contributors to many data breaches. These systems typically lack modern safeguards such as encryption, access controls, and audit trails, leaving sensitive patient data vulnerable to interception or unauthorized access. As a result, any breach intentional or accidental can lead to serious regulatory consequences and financial losses, contributing to the rising average cost of data breaches in healthcare. Research shows that over 85% of all data breaches involved a human element. The average cost of a data breach jumped to $4.88 million in 2024, according to analysis of data compiled by the Ponemon Institute. That’s up 10% from the year prior. 

                3. Hidden costs of legacy systems  

                  Healthcare organizations often drain valuable IT resources maintaining aging, on-premises fax and telephony systems, or rely on third-party providers with unreliable networks. These outdated technologies not only demand constant upkeep but also cause frequent transmission errors and communication breakdowns. As a result, front-line staff are burdened with correcting issues instead of focusing on patient care, leading to operational inefficiencies, delayed treatment, and ultimately a diminished patient experience.

                  4. Integration challenges with modern EHR systems  

                    Interoperability continues to be a challenge in U.S. healthcare settings with hundreds of different electronic health record (EHR) systems in use at different hospitals and clinics, often tailored to specific needs. With nearly 90% of U.S. based physicians using an EHR, ensuring related systems are integrated is essential. Integrating digital fax systems with modern EHRs ensures seamless and timely care coordination.  

                    5. Information bottlenecks and the impact on clinical staff and patient experience  

                      Legacy fax systems often create delays as faxes wait in queues for manual processing. Removing these bottlenecks with integrated AI enabled capture solutions can help speed workflows while reducing processing delays and human error.  

                      Digital fax success stories in healthcare 

                      Fax reliability and care coordination are directly connected. The University of Kansas Health System was dealing with a rise in fax transmission errors while local telcos reduced support for analog fax solutions. Employees spent significant amounts of time resending faxes and 90% of IT time was spent troubleshooting fax issues. By working with OpenText, they were able to implement a hybrid, HIPAA compliant digital fax solution that boosted fax transmission success to nearly 100%.  

                      The Baptist Hospitals of Southeast Texas reduced the risk of delays to front-line patient services by improving the availability of fax services. The healthcare provider also avoided rising costs for fax lines as telcos phase out analog services. They boosted clinical efficiency by 20% while unlocking $200,000 in annual cost savings with a HIPAA-compliant fax solution from OpenText. 

                      Building a business case for digital fax 

                      1. Start with why: connect to patient care 

                      When building your case, anchor the conversation in patient outcomes and clinician efficiency. Analog fax systems often lead to delays, missed referrals, and security gaps—none of which are acceptable in a patient-centered environment. 

                      Tip: Use real stories. Did a critical patient referral get delayed because a fax line was busy? Share that. It brings urgency to the conversation. 

                      2. Quantify the hidden costs of analog fax 

                      It’s easy to overlook how expensive traditional faxing really is. Tally up the costs of: 

                      • Analog phone lines – monthly charges for each line used exclusively for faxing. 
                      • Third-party telephony services – fees paid to external vendors that may lack reliability or SLAs. 
                      • Hardware maintenance – costs for servicing or replacing fax machines, plus depreciation over time. 
                      • Consumables - paper, toner, and fax machine maintenance. 
                      • Staff labor costs - time spent manually sending, receiving, filing, and routing faxes. 
                      • Error correction and rework - time and resources spent on resolving failed transmissions or mis-faxes.
                      • Transmission failures and downtime - impact of fax delays on clinical workflows, patient care, and revenue cycles.
                      • Storage and archiving costs - physical space or systems needed to store paper records or scanned documents.
                      • Opportunity costs - value of time and resources that could be re-directed to higher value patient care or innovation if fax related burdens were reduced.

                      Tip: Benchmark your current costs against digital fax solutions.  

                      3. Highlight the compliance and security risks 

                      Healthcare is one of the most regulated industries—and analog faxing creates gaps: 

                      • No audit trails for those who sent or received a fax 
                      • Risk of PHI left in trays or misdialed numbers 
                      • Lack of access controls 

                      Digital fax offers encryption, audit logs, and user-level access management that help you stay on the right side of HIPAA, HITECH, and other regulations. 

                      Tip: Talk to your compliance team early. Their support can strengthen your case dramatically. 

                      4. Align with strategic goals 

                      Most healthcare organizations have digital transformation initiatives underway. Show how digital fax aligns with broader goals: 

                      • Supporting remote and hybrid work 
                      • Reducing paper-based processes 
                      • Improving interoperability with EHRs and other systems 

                      Tip: Reframe digital fax as an enabler of strategic priorities, not just a utility replacement. 

                      5. Propose a phased approach 

                      Large IT projects can feel daunting. Ease leadership concerns by recommending a phased rollout

                      • Start with a pilot in a department with high fax volume (e.g., referrals, radiology, or medical records) 
                      • Measure success, then expand 

                      Tip: Choose a modern, cloud-native fax solution that eliminates the need for legacy infrastructure and supports rapid scalability across departments without the complexity of maintaining analog systems.

                      6. Estimate ROI and payback period 

                      Executives want numbers. Estimate how long it will take to recoup the investment based on reduced costs and improved productivity. Most healthcare organizations see ROI within 6–12 months. 

                      Tip: Include both hard savings (e.g., eliminated phone lines) and soft savings (e.g., time saved per fax, reduced risk of fines). 

                      Digital transformation in healthcare isn’t just about big-ticket technologies. Sometimes, the biggest gains come from modernizing the tools we rely on every day. Fax is still essential—but it doesn’t have to be analog or on-premises. Build your case thoughtfully, and you’ll not only win leadership support—you’ll give your teams a faster, safer, and smarter way to connect with HIPAA-compliant fax

                      The post 5 signs your healthcare fax solution needs an upgrade appeared first on OpenText Blogs.

                      ]]>
                      OpenText digital fax solutions set course for FedRAMP Authority to Operate & Certification in 2026 https://blogs.opentext.com/opentext-digital-fax-solutions-set-course-for-fedramp-authority-to-operate-certification-in-2026/ Wed, 04 Jun 2025 14:20:12 +0000 https://blogs.opentext.com/?p=999308558

                      FedRAMP certification is increasingly central to how technology providers serve the U.S. government. For cloud-based services that manage sensitive data, achieving FedRAMP authorization is not just a regulatory milestone. It is a signal of trust, security, and capability. This is especially true for secure communication platforms like cloud fax solutions, which continue to play a vital role in government workflows. That is why our very own solutions in OpenText™ Core Fax and OpenText™ Fax Cloud Connect are currently on a clear path to achieving FedRAMP authorization in the first half of 2026. This move reflects a strong commitment to deliver secure, compliant, and reliable services to public sector organizations.

                      But what is FedRAMP and why is it important?

                      FedRAMP, the Federal Risk and Authorization Management Program, is a U.S. government wide initiative that standardizes the security assessment, authorization, and continuous monitoring of cloud services. Any cloud provider seeking to work with a federal agency must either be FedRAMP authorized or actively working toward authorization. All U.S. federal agencies are required to use FedRAMP-authorized cloud services, ensuring a unified and risk-conscious approach to cybersecurity across the federal landscape.

                      For OpenText, achieving FedRAMP authorization goes far beyond simply meeting a compliance requirement. The benefits are significant and strategic:

                      1. Access to the federal market
                      FedRAMP authorization is a prerequisite for operating within most U.S. government environments, unlocking opportunities in a highly regulated and expansive sector.

                      2. Stronger competitive positioning
                      Authorization signals to both public and private sector clients that OpenText meets the highest standards of security and operational maturity.

                      3. Operational consistency
                      By aligning with a single, rigorous framework recognized across multiple federal agencies, FedRAMP streamlines compliance and reduces complexity.

                      4. Enhanced cybersecurity posture
                      Built on NIST 800-53 controls, FedRAMP includes continuous monitoring, incident response, and vulnerability scanning, strengthening the overall security framework.

                      5. Data protection by design
                      FedRAMP requires robust encryption (at rest and in transit), role-based access controls, and secure auditing core components of a resilient security architecture.

                      6. Transparency and oversight
                      Authorized systems undergo regular reviews and are held to evolving standards, providing agencies with confidence in the integrity and accountability of their cloud services.

                      Alignment with state and local frameworks

                      FedRAMP functions as the foundational framework that supports and often supersedes state level risk and authorization programs, including StateRAMP (a national nonprofit initiative for state and local governments) and state specific programs like TX-RAMP (Texas), AZ-RAMP (Arizona), and others. These programs are modeled after or closely aligned with FedRAMP’s robust standards, leveraging the same core principles such as NIST 800-53 controls, standardized assessment methodologies, and continuous monitoring requirements. As a result, cloud service providers that achieve FedRAMP authorization are well-positioned to meet or exceed the requirements of these state programs. This alignment enables a more efficient path to multi-jurisdictional compliance, reduces duplicative assessment efforts, and reinforces FedRAMP's role as the superset framework underpinning cloud security for all levels of government in the U.S. Finally, the result of the FedRAMP process is an "Authority to Operate" (ATO), which is a formal authorization from the government for a CSP to operate and handle sensitive data. While "certification" is often used in the same context as authorization, it can also refer to the process of meeting FedRAMP requirements and preparing for authorization. 

                      OpenText Fax Cloud Connect and Core Fax: Meeting the standards of secure federal communication

                      OpenText is committed to achieving FedRAMP authorization for its digital cloud fax solutions OpenText Fax Cloud Connect and OpenText Core Fax by the first half of 2026. This is not a theoretical goal; meaningful progress is already well underway.

                      OpenText currently operates a FedRAMP-authorized environment that hosts several approved products, and we are actively working to extend this secure platform to include both Core Fax and Fax Cloud Connect. To support this effort, OpenText has established a sovereign U.S. environment for Core Fax, ensuring that all data remains within U.S. jurisdiction fully aligned with FedRAMP’s stringent data residency and sovereignty requirements.

                      Additionally, we are partnering with a certified Third-Party Assessment Organization (3PAO) to perform an independent assessment of both solutions against the FedRAMP authorization requirements. This ensures a transparent, impartial, and rigorous validation of our security posture.

                      Through this approach, OpenText is not just aiming for compliance. We are delivering secure, trustworthy digital fax solutions that federal agencies can adopt with confidence.

                      Why secure cloud faxing still matters - six real use cases

                      Secure faxing may not dominate headlines in the same way cloud collaboration tools do, but it remains a foundational part of critical workflows where legal, personal, or sensitive data must be transmitted reliably and compliantly. Below are six real-world scenarios where FedRAMP compliant faxing plays an essential role:

                      1. Health record transfers across agencies

                      A Department of Veterans Affairs clinic needs to send medical documentation to a Department of Defense medical center. These transmissions involve protected health information (PHI) and must comply with HIPAA and federal cybersecurity standards. A FedRAMP-authorized fax solution ensures this information is transmitted securely and reliably.

                      2. Federal contract submissions

                      Government contractors frequently submit sensitive bid documents, acquisition forms, and defense-related materials via fax. This method remains preferred due to its legal enforceability and chain-of-custody features. FedRAMP compliance ensures that transmitted materials are encrypted, traceable, and stored securely.

                      3. Military procurement and defense logistics

                      Procurement officers within the Department of Defense often need to fax technical specs, procurement requests, or logistics plans to suppliers and internal teams. These documents may contain controlled unclassified information (CUI). A FedRAMP compliant fax system protects the confidentiality and integrity of that data across all endpoints.

                      4. Emergency response collaboration

                      During national emergencies, agencies like FEMA rely on fax to rapidly exchange signed waivers, resource deployment plans, and public safety documents. With FedRAMP compliant faxing, sensitive materials can be shared confidently, even in chaotic, time-sensitive environments.

                      5. Higher education loan and grant processing

                      Federal student aid offices and higher education institutions transmit thousands of loan forms, eligibility records, and grant documentation containing personally identifiable information (PII). Secure faxing remains integral to this process. A FedRAMP authorized platform guarantees compliance with federal privacy regulations.

                      6. Whistleblower and ethics reporting

                      Agencies that receive confidential or anonymous reports, particularly those related to ethics, legal investigations, or internal audits, often use fax due to its traceability and secure delivery. FedRAMP compliance provides the technical assurance needed to protect these communications.

                      Looking ahead

                      Today, our OpenText Core Fax and OpenText Fax Cloud Connect solutions are built for reliability, compliance, and secure document exchange. With our roadmap firmly set toward FedRAMP authorization in 2026, we are taking the necessary steps to support our public sector clients in their mission to operate securely and efficiently.

                      Our sovereign U.S. environment, third-party assessment strategy, and commitment to continuous monitoring place us in a strong position to support some of the most demanding and security conscious organizations in the country.

                      Secure faxing remains a cornerstone of government communication especially when certainty, privacy, and auditability matter most. With FedRAMP authorization on the horizon, OpenText digital fax solutions are poised to deliver that trust at the highest level.

                      The post OpenText digital fax solutions set course for FedRAMP Authority to Operate & Certification in 2026 appeared first on OpenText Blogs.

                      ]]>

                      FedRAMP certification is increasingly central to how technology providers serve the U.S. government. For cloud-based services that manage sensitive data, achieving FedRAMP authorization is not just a regulatory milestone. It is a signal of trust, security, and capability. This is especially true for secure communication platforms like cloud fax solutions, which continue to play a vital role in government workflows. That is why our very own solutions in OpenText™ Core Fax and OpenText™ Fax Cloud Connect are currently on a clear path to achieving FedRAMP authorization in the first half of 2026. This move reflects a strong commitment to deliver secure, compliant, and reliable services to public sector organizations.

                      But what is FedRAMP and why is it important?

                      FedRAMP, the Federal Risk and Authorization Management Program, is a U.S. government wide initiative that standardizes the security assessment, authorization, and continuous monitoring of cloud services. Any cloud provider seeking to work with a federal agency must either be FedRAMP authorized or actively working toward authorization. All U.S. federal agencies are required to use FedRAMP-authorized cloud services, ensuring a unified and risk-conscious approach to cybersecurity across the federal landscape.

                      For OpenText, achieving FedRAMP authorization goes far beyond simply meeting a compliance requirement. The benefits are significant and strategic:

                      1. Access to the federal market
                      FedRAMP authorization is a prerequisite for operating within most U.S. government environments, unlocking opportunities in a highly regulated and expansive sector.

                      2. Stronger competitive positioning
                      Authorization signals to both public and private sector clients that OpenText meets the highest standards of security and operational maturity.

                      3. Operational consistency
                      By aligning with a single, rigorous framework recognized across multiple federal agencies, FedRAMP streamlines compliance and reduces complexity.

                      4. Enhanced cybersecurity posture
                      Built on NIST 800-53 controls, FedRAMP includes continuous monitoring, incident response, and vulnerability scanning, strengthening the overall security framework.

                      5. Data protection by design
                      FedRAMP requires robust encryption (at rest and in transit), role-based access controls, and secure auditing core components of a resilient security architecture.

                      6. Transparency and oversight
                      Authorized systems undergo regular reviews and are held to evolving standards, providing agencies with confidence in the integrity and accountability of their cloud services.

                      Alignment with state and local frameworks

                      FedRAMP functions as the foundational framework that supports and often supersedes state level risk and authorization programs, including StateRAMP (a national nonprofit initiative for state and local governments) and state specific programs like TX-RAMP (Texas), AZ-RAMP (Arizona), and others. These programs are modeled after or closely aligned with FedRAMP’s robust standards, leveraging the same core principles such as NIST 800-53 controls, standardized assessment methodologies, and continuous monitoring requirements. As a result, cloud service providers that achieve FedRAMP authorization are well-positioned to meet or exceed the requirements of these state programs. This alignment enables a more efficient path to multi-jurisdictional compliance, reduces duplicative assessment efforts, and reinforces FedRAMP's role as the superset framework underpinning cloud security for all levels of government in the U.S. Finally, the result of the FedRAMP process is an "Authority to Operate" (ATO), which is a formal authorization from the government for a CSP to operate and handle sensitive data. While "certification" is often used in the same context as authorization, it can also refer to the process of meeting FedRAMP requirements and preparing for authorization. 

                      OpenText Fax Cloud Connect and Core Fax: Meeting the standards of secure federal communication

                      OpenText is committed to achieving FedRAMP authorization for its digital cloud fax solutions OpenText Fax Cloud Connect and OpenText Core Fax by the first half of 2026. This is not a theoretical goal; meaningful progress is already well underway.

                      OpenText currently operates a FedRAMP-authorized environment that hosts several approved products, and we are actively working to extend this secure platform to include both Core Fax and Fax Cloud Connect. To support this effort, OpenText has established a sovereign U.S. environment for Core Fax, ensuring that all data remains within U.S. jurisdiction fully aligned with FedRAMP’s stringent data residency and sovereignty requirements.

                      Additionally, we are partnering with a certified Third-Party Assessment Organization (3PAO) to perform an independent assessment of both solutions against the FedRAMP authorization requirements. This ensures a transparent, impartial, and rigorous validation of our security posture.

                      Through this approach, OpenText is not just aiming for compliance. We are delivering secure, trustworthy digital fax solutions that federal agencies can adopt with confidence.

                      Why secure cloud faxing still matters - six real use cases

                      Secure faxing may not dominate headlines in the same way cloud collaboration tools do, but it remains a foundational part of critical workflows where legal, personal, or sensitive data must be transmitted reliably and compliantly. Below are six real-world scenarios where FedRAMP compliant faxing plays an essential role:

                      1. Health record transfers across agencies

                      A Department of Veterans Affairs clinic needs to send medical documentation to a Department of Defense medical center. These transmissions involve protected health information (PHI) and must comply with HIPAA and federal cybersecurity standards. A FedRAMP-authorized fax solution ensures this information is transmitted securely and reliably.

                      2. Federal contract submissions

                      Government contractors frequently submit sensitive bid documents, acquisition forms, and defense-related materials via fax. This method remains preferred due to its legal enforceability and chain-of-custody features. FedRAMP compliance ensures that transmitted materials are encrypted, traceable, and stored securely.

                      3. Military procurement and defense logistics

                      Procurement officers within the Department of Defense often need to fax technical specs, procurement requests, or logistics plans to suppliers and internal teams. These documents may contain controlled unclassified information (CUI). A FedRAMP compliant fax system protects the confidentiality and integrity of that data across all endpoints.

                      4. Emergency response collaboration

                      During national emergencies, agencies like FEMA rely on fax to rapidly exchange signed waivers, resource deployment plans, and public safety documents. With FedRAMP compliant faxing, sensitive materials can be shared confidently, even in chaotic, time-sensitive environments.

                      5. Higher education loan and grant processing

                      Federal student aid offices and higher education institutions transmit thousands of loan forms, eligibility records, and grant documentation containing personally identifiable information (PII). Secure faxing remains integral to this process. A FedRAMP authorized platform guarantees compliance with federal privacy regulations.

                      6. Whistleblower and ethics reporting

                      Agencies that receive confidential or anonymous reports, particularly those related to ethics, legal investigations, or internal audits, often use fax due to its traceability and secure delivery. FedRAMP compliance provides the technical assurance needed to protect these communications.

                      Looking ahead

                      Today, our OpenText Core Fax and OpenText Fax Cloud Connect solutions are built for reliability, compliance, and secure document exchange. With our roadmap firmly set toward FedRAMP authorization in 2026, we are taking the necessary steps to support our public sector clients in their mission to operate securely and efficiently.

                      Our sovereign U.S. environment, third-party assessment strategy, and commitment to continuous monitoring place us in a strong position to support some of the most demanding and security conscious organizations in the country.

                      Secure faxing remains a cornerstone of government communication especially when certainty, privacy, and auditability matter most. With FedRAMP authorization on the horizon, OpenText digital fax solutions are poised to deliver that trust at the highest level.

                      The post OpenText digital fax solutions set course for FedRAMP Authority to Operate & Certification in 2026 appeared first on OpenText Blogs.

                      ]]>
                      Is your customer data ready for CX transformation? https://blogs.opentext.com/is-your-customer-data-ready-for-cx-transformation/ Tue, 27 May 2025 13:40:00 +0000 https://blogs.opentext.com/?p=999308551 A laptop with dashboard illustrations, pie graphs and other icons appear.

                      When we look at evolving customer communications, we often focus on improving the experience by adding new delivery channels, improving content by adding color and variable images based on the audience or improving self-service. Some organizations focus on making the communications interactive in digital channels, adding video or improving self-serve preference management to encourage digital adoption and reduce print costs. 

                      Despite efforts over the years to merge transactional and promotional (marketing) communications, it’s still more common than not that these communications continue to be managed and generated in siloed systems, separating their stakeholders in name of privacy and security of the data. Marketing needs to have the freedom to explore any and all options when it comes to lead generation and customer nurturing while transactional communications need to maintain guardrails to retain trust with existing customers by protecting their sensitive data. 

                      Unfortunately, this approach often impacts the customer experience. Inconsistencies in communication look and feel, silos by line of business, disconnected or limited integration between systems ultimately leaves gaps in the customer’s ability to navigate the vast web pages and content available through self-serve. This causes them to turn to support channels such as the contact center, customer service, agents, chats, etc. More often than not, these employees in the front lines of customer support often request patience from the customer as they need to navigate several internal systems in an effort to find the desired information or answers. 

                      While many strategies look to new software, business process automation or to redesign communications as a way to improve the overall experience, the goldmine at the root of every experience is the customer data

                      Customer data management is done in a variety of ways within an organization, even within individual lines of business. CRMs are often used to capture information for preference management, CDPs (customer data platforms) are used for website tracking and personalization, often missing the full omnichannel experience tracking. Marketing automation has included lightweight CRMs which are evolving to CDPs but are sometimes just their own database specific to their content-focused used cases. Campaign management is often separate as well, holding its own set of data used for personalizing campaigns and understanding customer behavior within them. Journey management solutions also have a unique set of data not stored elsewhere around the events, actions and behaviors, both planned and reality, that reflect customer interactions. Segmentation is another function that is often solved through custom scripting or home-grown systems or is embedded within other marketing systems but holds valuable insights. 

                      The result is a vast system of siloed data sources that customer experience executives and communication centers of excellence (COE) see a need to address, but it requires a level of attention and effort to sort through. At best, go forward efforts such as zero copy policies helps reduce complexity, but can slow down adoption of new technologies. 

                      Adding more complexity are AI and LLMs. Generative or Content AI is really where many communications and data tools have focused to generate or tweak content. However, concerns around intellectual property can limit how organizations want to use these tools. In communications management, assisting content creators to craft messages has shown some value, but is only the tip of the iceberg of the potential value AI can provide to communications experiences. The more data available to be fed into an LLM, the more we can leverage other AI variations such as Insights AI and Responsive AI, which have the potential to analyze the vast amount of data available in these siloed systems and make recommendations for improving customer experiences from individual touch points to the overall sentiment of the business relationship. 

                      Knowing that this data exists today within organizations but in disparate systems is a good problem to start with. Many have attempted to solve this through business process management/automation and integration, but that approach can create complexities of its own. Aggregating all of this data to persist in a single, centralized database is an unrealistic effort that will get shut down by every CIO and IT department. So, how can we address this? 

                      The first step is understanding where this data exists today. A few questions to ask… What systems exist and where? What type of data is stored in these systems? Is it usable? Is it actionable? Where and when is it used and to what extent? For example, can it be used for personalization of content within a communication, personalization of an experience touchpoint or automating orchestration follow ups? 

                      Once you begin to understand the complexity of your organization’s data infrastructure and the valuable data it holds, you open the door to the opportunity to connect these systems with a customer data solution that can provide a powerful, complete view of the customer that is both actionable and insightful. 

                      The work is not done yet. Understanding the personas who need to use this data, creating a data governance strategy and aligning key stakeholders are also critical steps to success. What are the desired outcomes and their respective priorities of this data once it’s aggregated, normalized, analyzed and able to provide a more complete view of your customers and their behaviors? This goldmine of data is powerful and desirable, so having clear priorities is key. 

                      As we know in customer communications, data is sensitive and must be protected but can provide powerful insights that can improve business outcomes and enhance personalized experiences when used correctly. New solutions are becoming readily available that are approaching disparate enterprise data systems with a different approach that does not require ripping out the existing infrastructure. It is important to remember that the software and solutions are only as good as the strategy that is driving the ROI and outcomes of centralizing customer data. 

                      The post Is your customer data ready for CX transformation? appeared first on OpenText Blogs.

                      ]]>
                      A laptop with dashboard illustrations, pie graphs and other icons appear.

                      When we look at evolving customer communications, we often focus on improving the experience by adding new delivery channels, improving content by adding color and variable images based on the audience or improving self-service. Some organizations focus on making the communications interactive in digital channels, adding video or improving self-serve preference management to encourage digital adoption and reduce print costs. 

                      Despite efforts over the years to merge transactional and promotional (marketing) communications, it’s still more common than not that these communications continue to be managed and generated in siloed systems, separating their stakeholders in name of privacy and security of the data. Marketing needs to have the freedom to explore any and all options when it comes to lead generation and customer nurturing while transactional communications need to maintain guardrails to retain trust with existing customers by protecting their sensitive data. 

                      Unfortunately, this approach often impacts the customer experience. Inconsistencies in communication look and feel, silos by line of business, disconnected or limited integration between systems ultimately leaves gaps in the customer’s ability to navigate the vast web pages and content available through self-serve. This causes them to turn to support channels such as the contact center, customer service, agents, chats, etc. More often than not, these employees in the front lines of customer support often request patience from the customer as they need to navigate several internal systems in an effort to find the desired information or answers. 

                      While many strategies look to new software, business process automation or to redesign communications as a way to improve the overall experience, the goldmine at the root of every experience is the customer data

                      Customer data management is done in a variety of ways within an organization, even within individual lines of business. CRMs are often used to capture information for preference management, CDPs (customer data platforms) are used for website tracking and personalization, often missing the full omnichannel experience tracking. Marketing automation has included lightweight CRMs which are evolving to CDPs but are sometimes just their own database specific to their content-focused used cases. Campaign management is often separate as well, holding its own set of data used for personalizing campaigns and understanding customer behavior within them. Journey management solutions also have a unique set of data not stored elsewhere around the events, actions and behaviors, both planned and reality, that reflect customer interactions. Segmentation is another function that is often solved through custom scripting or home-grown systems or is embedded within other marketing systems but holds valuable insights. 

                      The result is a vast system of siloed data sources that customer experience executives and communication centers of excellence (COE) see a need to address, but it requires a level of attention and effort to sort through. At best, go forward efforts such as zero copy policies helps reduce complexity, but can slow down adoption of new technologies. 

                      Adding more complexity are AI and LLMs. Generative or Content AI is really where many communications and data tools have focused to generate or tweak content. However, concerns around intellectual property can limit how organizations want to use these tools. In communications management, assisting content creators to craft messages has shown some value, but is only the tip of the iceberg of the potential value AI can provide to communications experiences. The more data available to be fed into an LLM, the more we can leverage other AI variations such as Insights AI and Responsive AI, which have the potential to analyze the vast amount of data available in these siloed systems and make recommendations for improving customer experiences from individual touch points to the overall sentiment of the business relationship. 

                      Knowing that this data exists today within organizations but in disparate systems is a good problem to start with. Many have attempted to solve this through business process management/automation and integration, but that approach can create complexities of its own. Aggregating all of this data to persist in a single, centralized database is an unrealistic effort that will get shut down by every CIO and IT department. So, how can we address this? 

                      The first step is understanding where this data exists today. A few questions to ask… What systems exist and where? What type of data is stored in these systems? Is it usable? Is it actionable? Where and when is it used and to what extent? For example, can it be used for personalization of content within a communication, personalization of an experience touchpoint or automating orchestration follow ups? 

                      Once you begin to understand the complexity of your organization’s data infrastructure and the valuable data it holds, you open the door to the opportunity to connect these systems with a customer data solution that can provide a powerful, complete view of the customer that is both actionable and insightful. 

                      The work is not done yet. Understanding the personas who need to use this data, creating a data governance strategy and aligning key stakeholders are also critical steps to success. What are the desired outcomes and their respective priorities of this data once it’s aggregated, normalized, analyzed and able to provide a more complete view of your customers and their behaviors? This goldmine of data is powerful and desirable, so having clear priorities is key. 

                      As we know in customer communications, data is sensitive and must be protected but can provide powerful insights that can improve business outcomes and enhance personalized experiences when used correctly. New solutions are becoming readily available that are approaching disparate enterprise data systems with a different approach that does not require ripping out the existing infrastructure. It is important to remember that the software and solutions are only as good as the strategy that is driving the ROI and outcomes of centralizing customer data. 

                      The post Is your customer data ready for CX transformation? appeared first on OpenText Blogs.

                      ]]>
                      What’s new in OpenText Digital Asset Management https://blogs.opentext.com/whats-new-in-opentext-media-management/ Mon, 26 May 2025 13:33:00 +0000 https://blogs.opentext.com/?p=76708

                      May 2025: What's new in DAM 25.2

                      Digital asset management is having a moment. Industries that traditionally create high volumes of rich media enjoy the productivity advantages of AI-led innovation in usability and automation. At the same time, new use cases for images, video, audio, 3D models, and other rich media formats have emerged in industry verticals such as manufacturing, transportation, and utilities, adding to the need in the market for both specialized and versatile DAM solutions.

                      OpenText™ Digital Asset Management is a leading Enterprise DAM solution that excels in securely handling multiple use cases and user communities across any organization. One of the pillars of the OpenText DAM team is relentless innovation. Let’s look at the top capabilities unlocked in the latest updates.

                      Helping colleagues find the perfect assets for their project is one of the biggest benefits of digital asset management. A skilled user can craft the ideal search query for any situation with OpenText DAM’s industry-leading Advanced Search. However, Generative AI search using RAG (retrieval augmented generation) is a powerful asset discovery assistant for occasional DAM users, releasing super-users to focus on higher-value tasks.

                      By leveraging the exceptional power of OpenText™ Knowledge Discovery, OpenText Digital Asset Management 25.2 now offers Aviator Search, including:

                      • Natural Language Search enables users to find assets using their own words
                      • Reverse Image Search enables users to find assets using a local or online image
                      • AI Asset Summary adds natural language descriptive metadata, ideal for SEO and GEO

                      Unlike most alternatives, OpenText Knowledge Discovery is available as a Private Cloud or on-premises solution, so all your data stays securely under your control in the same location as OpenText Digital Asset Management.

                      Video and 3D model enhancements

                      Recent releases have further improved the video and 3D model management capabilities of OpenText Digital Asset Management.

                      • Use AI auto-tagging to analyze 3D model previews, improving discoverability
                      • Export video transcripts in VTT format, providing more options for translation and subtitles
                      • Improved video and audio analysis when using OpenText Knowledge Discovery for AI Media Analysis

                      Continual improvement

                      While those are the top highlights, every update keeps OpenText Digital Asset Management at the leading edge of usability and security. Recent versions have included improvements  in accessibility, watermarking, asset linking, project management, API functionality and many other areas. With an exciting roadmap and a powerful vision, OpenText continues to lead the market for Enterprise DAM.

                      February 2024: Product content integrations, new file formats, AI and more

                      For a category that has been around for over 30 years, digital asset management (DAM) is surprisingly dynamic. However, it remains challenging to manage the increasing volume and complexity of rich media that organizations and individuals create and consume. Whether it is new formats, like 3D models, new channels, like social short-form video, or new technologies like Generative AI, DAM innovation must keep up the pace.

                      At OpenText™, we are proud of our track-record of relentless innovation. But we spend so much time looking forward that we are sometimes guilty of not considering the milestones we have achieved. So this is a look at the highlights that were achieved over the last year in digital asset management.

                      Product content integrations

                      For many online retailers, DAM and product information management (PIM) have been a power-couple for years. We have integrated OpenText DAM with leaders like SAP, Stibo, Riversand, and Salsify. But as more brands market their products directly, the PIM market has expanded rapidly. That’s why we introduced a PIM Integration Framework to OpenText DAM in 2023, making it easy and fast to integrate with (almost) any PIM.

                      More file format support

                      As is typical with emerging content types, the number of file formats for 3D assets continues to grow. In 2023, OpenText added support for GLB/GLTF, WRL/VRML, and 3DS. This is in addition to the existing support for PLY, FBX, STL, DAE and OBJ file formats. Our objective is to eliminate the need for dedicated 3D editing software when it is only necessary to view and rotate the object.

                      Also in 2023, we introduced support for viewing animated GIFs in the user interface and delivery through Adaptive Media Delivery (AMD). In addition, we won’t disagree with how you pronounce GIF.

                      Dynamic search experience

                      Keyword search now dynamically displays thumbnails of top results. This accelerates the discovery of key resources and reduces the friction that decreases user engagement.

                      A screen shot displays the dynamic new search experience on OpenText Media Management.

                      Automated workflows

                      Automation is more than a way to increase productivity, it also drives compliance and consistency. The workflow engine in OpenText DAM was improved to allow easy scheduling and recurrence of automated jobs. New actions were added including watermarking and unpublishing from collections. A sample expiration workflow, developed in collaboration with our customers, is now provided to show how to use the new capabilities.

                      AI and ML

                      OpenText completed the acquisition of Micro Focus in February 2023, and that included the powerful and flexible IDOL Media Analysis. We wasted no time in adding support for IDOL into OpenText DAM, adding to the options available to customers looking for world-class AI image and video analysis. Key to some customers, IDOL can be installed as a private service for security-conscious organizations, so training sets and assets needing analysis do not need to be sent outside the organization.

                      But the big buzz of 2023 was generative AI (GenAI). We partnered with Google Vertex Imagen to add this exciting new capability into the creative request workflow as inspiration images that clarify the requirement. Listening to the needs and concerns of our customers, we added governance options such as automatic tagging, watermarking, and clean-up of images, to avoid accidental or unapproved use of assets created by AI.

                      A big year

                      It has been a big year for OpenText DAM innovation, and these were just the highlights. We’ve continued to improve usability, security, and connectivity in ways that deliver success for our customers and help them deliver success to their customers.

                      2024 is set to be even bigger, so stay tuned for more!

                      The post What’s new in OpenText Digital Asset Management appeared first on OpenText Blogs.

                      ]]>

                      May 2025: What's new in DAM 25.2

                      Digital asset management is having a moment. Industries that traditionally create high volumes of rich media enjoy the productivity advantages of AI-led innovation in usability and automation. At the same time, new use cases for images, video, audio, 3D models, and other rich media formats have emerged in industry verticals such as manufacturing, transportation, and utilities, adding to the need in the market for both specialized and versatile DAM solutions.

                      OpenText™ Digital Asset Management is a leading Enterprise DAM solution that excels in securely handling multiple use cases and user communities across any organization. One of the pillars of the OpenText DAM team is relentless innovation. Let’s look at the top capabilities unlocked in the latest updates.

                      Helping colleagues find the perfect assets for their project is one of the biggest benefits of digital asset management. A skilled user can craft the ideal search query for any situation with OpenText DAM’s industry-leading Advanced Search. However, Generative AI search using RAG (retrieval augmented generation) is a powerful asset discovery assistant for occasional DAM users, releasing super-users to focus on higher-value tasks.

                      By leveraging the exceptional power of OpenText™ Knowledge Discovery, OpenText Digital Asset Management 25.2 now offers Aviator Search, including:

                      • Natural Language Search enables users to find assets using their own words
                      • Reverse Image Search enables users to find assets using a local or online image
                      • AI Asset Summary adds natural language descriptive metadata, ideal for SEO and GEO

                      Unlike most alternatives, OpenText Knowledge Discovery is available as a Private Cloud or on-premises solution, so all your data stays securely under your control in the same location as OpenText Digital Asset Management.

                      Video and 3D model enhancements

                      Recent releases have further improved the video and 3D model management capabilities of OpenText Digital Asset Management.

                      • Use AI auto-tagging to analyze 3D model previews, improving discoverability
                      • Export video transcripts in VTT format, providing more options for translation and subtitles
                      • Improved video and audio analysis when using OpenText Knowledge Discovery for AI Media Analysis

                      Continual improvement

                      While those are the top highlights, every update keeps OpenText Digital Asset Management at the leading edge of usability and security. Recent versions have included improvements  in accessibility, watermarking, asset linking, project management, API functionality and many other areas. With an exciting roadmap and a powerful vision, OpenText continues to lead the market for Enterprise DAM.

                      February 2024: Product content integrations, new file formats, AI and more

                      For a category that has been around for over 30 years, digital asset management (DAM) is surprisingly dynamic. However, it remains challenging to manage the increasing volume and complexity of rich media that organizations and individuals create and consume. Whether it is new formats, like 3D models, new channels, like social short-form video, or new technologies like Generative AI, DAM innovation must keep up the pace.

                      At OpenText™, we are proud of our track-record of relentless innovation. But we spend so much time looking forward that we are sometimes guilty of not considering the milestones we have achieved. So this is a look at the highlights that were achieved over the last year in digital asset management.

                      Product content integrations

                      For many online retailers, DAM and product information management (PIM) have been a power-couple for years. We have integrated OpenText DAM with leaders like SAP, Stibo, Riversand, and Salsify. But as more brands market their products directly, the PIM market has expanded rapidly. That’s why we introduced a PIM Integration Framework to OpenText DAM in 2023, making it easy and fast to integrate with (almost) any PIM.

                      More file format support

                      As is typical with emerging content types, the number of file formats for 3D assets continues to grow. In 2023, OpenText added support for GLB/GLTF, WRL/VRML, and 3DS. This is in addition to the existing support for PLY, FBX, STL, DAE and OBJ file formats. Our objective is to eliminate the need for dedicated 3D editing software when it is only necessary to view and rotate the object.

                      Also in 2023, we introduced support for viewing animated GIFs in the user interface and delivery through Adaptive Media Delivery (AMD). In addition, we won’t disagree with how you pronounce GIF.

                      Dynamic search experience

                      Keyword search now dynamically displays thumbnails of top results. This accelerates the discovery of key resources and reduces the friction that decreases user engagement.

                      A screen shot displays the dynamic new search experience on OpenText Media Management.

                      Automated workflows

                      Automation is more than a way to increase productivity, it also drives compliance and consistency. The workflow engine in OpenText DAM was improved to allow easy scheduling and recurrence of automated jobs. New actions were added including watermarking and unpublishing from collections. A sample expiration workflow, developed in collaboration with our customers, is now provided to show how to use the new capabilities.

                      AI and ML

                      OpenText completed the acquisition of Micro Focus in February 2023, and that included the powerful and flexible IDOL Media Analysis. We wasted no time in adding support for IDOL into OpenText DAM, adding to the options available to customers looking for world-class AI image and video analysis. Key to some customers, IDOL can be installed as a private service for security-conscious organizations, so training sets and assets needing analysis do not need to be sent outside the organization.

                      But the big buzz of 2023 was generative AI (GenAI). We partnered with Google Vertex Imagen to add this exciting new capability into the creative request workflow as inspiration images that clarify the requirement. Listening to the needs and concerns of our customers, we added governance options such as automatic tagging, watermarking, and clean-up of images, to avoid accidental or unapproved use of assets created by AI.

                      A big year

                      It has been a big year for OpenText DAM innovation, and these were just the highlights. We’ve continued to improve usability, security, and connectivity in ways that deliver success for our customers and help them deliver success to their customers.

                      2024 is set to be even bigger, so stay tuned for more!

                      The post What’s new in OpenText Digital Asset Management appeared first on OpenText Blogs.

                      ]]>
                      Gen Z & the future of finance: Fast, digital, and personalized https://blogs.opentext.com/gen-z-the-future-of-finance-fast-digital-and-personalized/ Tue, 29 Apr 2025 16:10:21 +0000 https://blogs.opentext.com/?p=999308253 Young woman sitting comfortably on the floor at home, leaning against a couch with a mobile device in one hand and a credit card in another.

                      Financial Services Institutions (FSIs) face a pivotal moment: capturing the attention and loyalty of Generation Z (Gen Z). Born between 1997 and 2012, this digitally native cohort is redefining financial landscapes with expectations for instant results, ethical practices, and seamless digital experiences. For FSIs ready to evolve, the potential is immense.​

                      Decode the Gen Z financial consumer

                      Gen Z embodies a blend of caution and ambition. Having witnessed economic downturns like the 2008 financial crisis, they are prudent yet entrepreneurial. While they may harbor skepticism toward traditional banking, they are eager to build wealth and prioritize financial security earlier than previous generations. Notably, Gen Z is projected to become the wealthiest generation by approximately 2035, primarily due to a significant wealth transfer from Baby Boomers. ​

                      The digital mandate: Beyond basic banking

                      For Gen Z, digital proficiency is non-negotiable. A staggering 99% have used a mobile banking app in the last month, with nearly 50% managing their finances exclusively via smartphones. Moreover, 60% prefer to open accounts directly from their mobile devices. ​

                      Embedded financial experiences

                      FSIs can thrive by integrating services into Gen Z's daily digital routines. This includes payment options within social platforms, investment opportunities in gaming environments, or banking services accessible through lifestyle apps. When financial management becomes an organic part of daily activities, Gen Z is more likely to engage.

                      Invisible banking infrastructure

                      Gen Z favors financial services that operate seamlessly in the background. They desire systems that automate savings, align investments with their values, and manage recurring payments autonomously. FSIs that handle financial complexities behind the scenes while offering simple interfaces will resonate with this demographic.​

                      The ethics edge: Purpose-driven banking

                      Gen Z is deeply influenced by ethical considerations. Approximately 51% cite environmental, social, and governance (ESG) factors as important when choosing a payment provider. ​

                      Values-aligned investments

                      FSIs offering transparent, values-based investment options gain significant traction with Gen Z. This involves creating portfolios that exclude industries like fossil fuels or weapons manufacturing while highlighting sectors such as renewable energy, education, and healthcare. Importantly, these options must provide competitive returns, demonstrating that ethical investing doesn't necessitate financial sacrifice.​

                      The speed imperative: Banking at Gen Z's pace

                      Accustomed to instant gratification, Gen Z finds traditional banking timelines sluggish. They expect real-time transactions, immediate account openings, and swift loan approvals. FSIs must invest in infrastructure that supports these expectations to remain relevant.​

                      Frictionless onboarding

                      With an average attention span of just 8 seconds for apps before abandonment, every additional form field or verification step risks losing potential customers. Leading FSIs are implementing streamlined account creation with biometric verification, auto-fill capabilities, and gamified elements to engage users effectively.​

                      Communication: Speaking Gen Z's language

                      Financial jargon alienates this generation. They prefer straightforward explanations delivered through visual and interactive mediums.​

                      Financial education through content

                      Short-form video content that simplifies complex financial concepts resonates with Gen Z. FSIs creating TikTok-style tutorials, interactive calculators, and gamified learning experiences about budgeting, investing, and financial planning position themselves as trusted advisors.​

                      Hyper-personalized insights

                      Generic financial advice doesn't suffice. Gen Z expects insights tailored to their specific situations, goals, and values. AI-driven platforms providing hyper- personalized recommendations, spending analyses, and goal tracking foster stronger relationships with these young consumers., leading to loyalty and advocacy.

                      Building trust with a skeptical generation

                      Despite their digital immersion, Gen Z values human connection. The most successful FSIs will blend high-tech offerings with high-touch support when needed.​

                      Transparent fee structures

                      Hidden fees and complex charge structures repel Gen Z consumers. FSIs must offer transparent, preferably low or no-fee models with clear explanations of any necessary charges.​

                      Human-backed digital experiences

                      When issues arise, Gen Z desires immediate access to human assistance through their preferred communication channels—be it chat, text, or video call. Financial institutions that provide seamless transitions from AI-driven support to human experts instill confidence in their services.​

                      Gen Z in the workforce: Shape the future from within

                      Beyond being financial consumers, Gen Z is also entering the workforce in significant numbers, bringing their digital-first mindset and values-driven approach into the financial sector itself. As young professionals, they expect modern workplace tools, AI-driven efficiency, and seamless collaboration across digital platforms. FSIs that embrace these expectations—whether through AI-powered knowledge management, flexible work models, or purpose-driven company cultures—will not only attract top Gen Z talent but also benefit from their fresh perspectives on innovation, inclusion, and customer engagement. By integrating their needs as employees, FSIs can better position themselves to serve Gen Z as customers, creating a future-proof financial ecosystem.

                      The path forward

                      To capture the Gen Z market, FSIs must undergo fundamental transformations—not just in digital interfaces but in their entire approach to banking. This entails developing products that align with Gen Z values, creating experiences that match their digital expectations, and communicating in ways that build authentic connections. Institutions that succeed will view Gen Z not merely as a market segment but as collaborators in designing the future of the financial services industry. By embracing digital innovation, ethical transparency, and instant gratification, FSIs can forge lasting relationships with a generation poised to reshape the financial landscape for decades to come.

                      How OpenText empowers FSIs to win with Gen Z

                      To successfully engage Gen Z, FSIs need more than just digital transformation—they need a connected, intelligent, and secure ecosystem. The OpenText suite of cloud solutions empowers financial institutions to meet Gen Z’s expectations with agility and innovation:

                      OpenText Content Cloud ensures seamless access to critical documents, enabling real-time knowledge management and frictionless digital experiences.

                      OpenText Experience Cloud helps FSIs deliver hyper-personalized, omnichannel interactions that resonate with Gen Z’s demand for intuitive and engaging financial experiences.

                      OpenText DevOps Cloud enables FSI application delivery teams to ship better software—faster—with AI-driven automation, testing, and quality to meet Gen Z's high expectations of their mobile apps.

                      OpenText Analytics Cloud leverages AI-driven insights to provide tailored financial recommendations, predictive analytics, and automated reporting—enhancing both customer engagement and operational efficiency.

                      OpenText Business Network Cloud streamlines and secures transactions, enabling embedded finance and invisible banking infrastructure that align with Gen Z’s digital lifestyle.

                      OpenText Cybersecurity Cloud safeguards sensitive financial data and transactions, ensuring trust, compliance, and resilience against evolving cyber threats.

                      By harnessing the power of OpenText Cloud solutions, FSIs can modernize their operations, create value-driven financial experiences, and build lasting relationships with a generation that is redefining the future of finance.

                      The post Gen Z & the future of finance: Fast, digital, and personalized appeared first on OpenText Blogs.

                      ]]>
                      Young woman sitting comfortably on the floor at home, leaning against a couch with a mobile device in one hand and a credit card in another.

                      Financial Services Institutions (FSIs) face a pivotal moment: capturing the attention and loyalty of Generation Z (Gen Z). Born between 1997 and 2012, this digitally native cohort is redefining financial landscapes with expectations for instant results, ethical practices, and seamless digital experiences. For FSIs ready to evolve, the potential is immense.​

                      Decode the Gen Z financial consumer

                      Gen Z embodies a blend of caution and ambition. Having witnessed economic downturns like the 2008 financial crisis, they are prudent yet entrepreneurial. While they may harbor skepticism toward traditional banking, they are eager to build wealth and prioritize financial security earlier than previous generations. Notably, Gen Z is projected to become the wealthiest generation by approximately 2035, primarily due to a significant wealth transfer from Baby Boomers. ​

                      The digital mandate: Beyond basic banking

                      For Gen Z, digital proficiency is non-negotiable. A staggering 99% have used a mobile banking app in the last month, with nearly 50% managing their finances exclusively via smartphones. Moreover, 60% prefer to open accounts directly from their mobile devices. ​

                      Embedded financial experiences

                      FSIs can thrive by integrating services into Gen Z's daily digital routines. This includes payment options within social platforms, investment opportunities in gaming environments, or banking services accessible through lifestyle apps. When financial management becomes an organic part of daily activities, Gen Z is more likely to engage.

                      Invisible banking infrastructure

                      Gen Z favors financial services that operate seamlessly in the background. They desire systems that automate savings, align investments with their values, and manage recurring payments autonomously. FSIs that handle financial complexities behind the scenes while offering simple interfaces will resonate with this demographic.​

                      The ethics edge: Purpose-driven banking

                      Gen Z is deeply influenced by ethical considerations. Approximately 51% cite environmental, social, and governance (ESG) factors as important when choosing a payment provider. ​

                      Values-aligned investments

                      FSIs offering transparent, values-based investment options gain significant traction with Gen Z. This involves creating portfolios that exclude industries like fossil fuels or weapons manufacturing while highlighting sectors such as renewable energy, education, and healthcare. Importantly, these options must provide competitive returns, demonstrating that ethical investing doesn't necessitate financial sacrifice.​

                      The speed imperative: Banking at Gen Z's pace

                      Accustomed to instant gratification, Gen Z finds traditional banking timelines sluggish. They expect real-time transactions, immediate account openings, and swift loan approvals. FSIs must invest in infrastructure that supports these expectations to remain relevant.​

                      Frictionless onboarding

                      With an average attention span of just 8 seconds for apps before abandonment, every additional form field or verification step risks losing potential customers. Leading FSIs are implementing streamlined account creation with biometric verification, auto-fill capabilities, and gamified elements to engage users effectively.​

                      Communication: Speaking Gen Z's language

                      Financial jargon alienates this generation. They prefer straightforward explanations delivered through visual and interactive mediums.​

                      Financial education through content

                      Short-form video content that simplifies complex financial concepts resonates with Gen Z. FSIs creating TikTok-style tutorials, interactive calculators, and gamified learning experiences about budgeting, investing, and financial planning position themselves as trusted advisors.​

                      Hyper-personalized insights

                      Generic financial advice doesn't suffice. Gen Z expects insights tailored to their specific situations, goals, and values. AI-driven platforms providing hyper- personalized recommendations, spending analyses, and goal tracking foster stronger relationships with these young consumers., leading to loyalty and advocacy.

                      Building trust with a skeptical generation

                      Despite their digital immersion, Gen Z values human connection. The most successful FSIs will blend high-tech offerings with high-touch support when needed.​

                      Transparent fee structures

                      Hidden fees and complex charge structures repel Gen Z consumers. FSIs must offer transparent, preferably low or no-fee models with clear explanations of any necessary charges.​

                      Human-backed digital experiences

                      When issues arise, Gen Z desires immediate access to human assistance through their preferred communication channels—be it chat, text, or video call. Financial institutions that provide seamless transitions from AI-driven support to human experts instill confidence in their services.​

                      Gen Z in the workforce: Shape the future from within

                      Beyond being financial consumers, Gen Z is also entering the workforce in significant numbers, bringing their digital-first mindset and values-driven approach into the financial sector itself. As young professionals, they expect modern workplace tools, AI-driven efficiency, and seamless collaboration across digital platforms. FSIs that embrace these expectations—whether through AI-powered knowledge management, flexible work models, or purpose-driven company cultures—will not only attract top Gen Z talent but also benefit from their fresh perspectives on innovation, inclusion, and customer engagement. By integrating their needs as employees, FSIs can better position themselves to serve Gen Z as customers, creating a future-proof financial ecosystem.

                      The path forward

                      To capture the Gen Z market, FSIs must undergo fundamental transformations—not just in digital interfaces but in their entire approach to banking. This entails developing products that align with Gen Z values, creating experiences that match their digital expectations, and communicating in ways that build authentic connections. Institutions that succeed will view Gen Z not merely as a market segment but as collaborators in designing the future of the financial services industry. By embracing digital innovation, ethical transparency, and instant gratification, FSIs can forge lasting relationships with a generation poised to reshape the financial landscape for decades to come.

                      How OpenText empowers FSIs to win with Gen Z

                      To successfully engage Gen Z, FSIs need more than just digital transformation—they need a connected, intelligent, and secure ecosystem. The OpenText suite of cloud solutions empowers financial institutions to meet Gen Z’s expectations with agility and innovation:

                      OpenText Content Cloud ensures seamless access to critical documents, enabling real-time knowledge management and frictionless digital experiences.

                      OpenText Experience Cloud helps FSIs deliver hyper-personalized, omnichannel interactions that resonate with Gen Z’s demand for intuitive and engaging financial experiences.

                      OpenText DevOps Cloud enables FSI application delivery teams to ship better software—faster—with AI-driven automation, testing, and quality to meet Gen Z's high expectations of their mobile apps.

                      OpenText Analytics Cloud leverages AI-driven insights to provide tailored financial recommendations, predictive analytics, and automated reporting—enhancing both customer engagement and operational efficiency.

                      OpenText Business Network Cloud streamlines and secures transactions, enabling embedded finance and invisible banking infrastructure that align with Gen Z’s digital lifestyle.

                      OpenText Cybersecurity Cloud safeguards sensitive financial data and transactions, ensuring trust, compliance, and resilience against evolving cyber threats.

                      By harnessing the power of OpenText Cloud solutions, FSIs can modernize their operations, create value-driven financial experiences, and build lasting relationships with a generation that is redefining the future of finance.

                      The post Gen Z & the future of finance: Fast, digital, and personalized appeared first on OpenText Blogs.

                      ]]>
                      What’s new in OpenText Web CMS https://blogs.opentext.com/whats-new-in-opentext-teamsite-2/ Tue, 29 Apr 2025 14:00:00 +0000 https://blogs.opentext.com/?p=71265 A web development team works on design prototypes.

                      Websites have become mission-critical business assets, growing from just 17.1 million in 2000 to an astounding 1.7 billion today. Web experiences have rapidly changed and become increasingly more interactive, more dynamic with a dramatic rise in mobile traffic. With so much usage, engagement remains a paradox. Users are quick to move away when experiences do not keep their interest or engage them. According to Forbes, click-through rates (CTRs) are only 4.23% - meaning only 4.23 people out of 100 will click on a call to action. As web presence evolves, so must the systems that power them.  

                      Check out the latest updates to OpenText™ Web CMS (TeamSite):

                      Introducing OpenText Web CMS

                      OpenText™ Experience Cloud Edition 24.2 was a big milestone for our web content management system with the release of OpenText™ Web CMS. The evolved and expanded product is the next generation from the previous flagship OpenText TeamSite. TeamSite had greatly changed over 25 years and was a pioneer and innovator in the industry. To better reflect changes in the market and the new technologies, OpenText Web CMS marks a new era with expanded use cases and new capabilities.

                      Beyond traditional content management

                      OpenText Web CMS transcends traditional content management by delivering:

                      • AI-powered experiences that dynamically adapt to user needs
                      • Interactive experience applications including HTML5 calculators, wizards, and data visualizations
                      • Customer journey mapping with robust data foundations
                      • Flexible deployment options with enhanced hybrid and headless capabilities
                      • Embedded Digital Asset Management (DAM) for seamless media integration
                      • Extensive integration platform supporting diverse business systems

                      Focusing on customer success

                      The most significant shift? Using web experiences to drive the complete customer lifecycle—from purchase through onboarding to retention and loyalty. While many companies focus primarily on acquisition, research shows existing customers are 50% more likely to try new products and spend 31% more than new customers. OpenText Web CMS excels at nurturing these valuable relationships.

                      April 2025: Power-packed 25.2 release - Titanium X

                      The Experience Cloud's 25.2 release delivers Titanium X, helping organizations win in today's experience economy. This release builds on innovations from CE 23.1 through CE 25.2, empowering companies to modernize their customer experience platforms. Users crave interactive experiences. Adding just one video increases average time-on-page by 88%. All industries are witnessing rapid adoption of progressive web applications (PWAs), single page applications (SPAs), and dynamic experiences built with modern frameworks like HTML5, React, and Angular.

                      Bridging developer-business silos

                      Success today requires bridging silos between developers, business users, and creative teams. OpenText Web CMS delivers this through:

                      • Developer flexibility: Use any language (React, Angular) beyond traditional SPAs
                      • Component collaboration: Multiple components working together with CI/CD pipeline management
                      • Connected data sources: External data integration through component properties
                      • Business user empowerment: No-code/low-code editing for non-technical teams
                      • Inter-component communication: Creating cohesive experiences across components

                      New 25.2 capabilities

                      The latest release introduces:

                      • Flexible Component Layout framework with table component integration
                      • XML file format support for both data sources and business user modifications
                      • Streamlined development with improved team collaboration
                      • Enhanced consistency and workflow efficiency

                      Look back and look forward

                      The release builds on years of innovation across five key areas:

                      1. Dynamic experiences and experience application management
                      2. AI capabilities including GenAI and intelligent content tools
                      3. Integrated customer journeys and customer data
                      4. Modernizing on a cloud platform with Kubernetes for scale, performance and high availability

                      Stay tuned for more innovations as we continue helping businesses thrive in the experience economy.

                      November 2023: What's new in TeamSite 23.4

                      The rise of app-like web experiences

                      Part of the answer is interactive content – applications and videos. By including a video, the average time on page goes up by 88%. All industries are seeing a dramatic rise in the use of progressive web applications (PWAs), single page applications (SPAs), and dynamic web experience development using modern IDEs like HTML 5, React, WebAssembly, Angular and many others. Businesses can’t thrive with just content management in a CMS or WCM system today, their future needs to bridge the new silos between developers, business users and creative teams to succeed.  The rise of headless is just one example of the trend, however it doesn’t need to be a developer centric versus business user only workspace.  Hybrid headless collaboration serves both and is always a win-win scenario. Let's see how OpenTextTM TeamSite delivers on the promise.

                      Introducing OpenText TeamSite 23.4

                      The 23.4 release delivers a new framework expanding our unique hybrid headless approach designed to help bridge the gap between the developer and business user personas.  These features reduce the friction of the development cycle, managing and deploying dynamic application experiences using modern languages and IDE tools while empowering the business with flexible design and creative tools.

                      • Marketers can now edit or change variables directly on the glass, enabling rich dynamic experiences. This brings design flexibility and creativity back into the hands of the business owner, while reducing the need for follow-on development work.

                      Two monitors display screenshots of OpenText TeamSite 23.4, showing new capabilities to edit dynamic experiences.

                      • Composable experiences are easier to create, use and modify.  Low-code components can be connected to data sources where business users can directly leverage their content.  They can be defined with event-driven actions to establish communications and initiate changes between components to build endless dynamic possibilities. Components are built around functionality, then easily repurposed and connected to a different data source to satisfy a completely new use case, saving valuable developer cycles.
                      • Manage and govern the entire process of development to deployment, including your live Web performance, including options for hybrid headless, high availability and Content Delivery Network (CDN).

                      Two monitors display screenshots of OpenText TeamSite 23.4, showing libraries of components for drag and drop use or modifications.

                      • Built-in governance of applications and development projects.  Teams work together with the right privileges and libraries of components are available for drag-and-drop use or modification.  Know where the components are used, version-control them, or create new ones.
                      • Sample Web experiences are provided in this release for teams to demo, test and use various features out of the box (OOTB). The experiences contain: modern page and template layouts, forms, localization, working search, targeting and much, much more.  Check out the new site for a fantastic hands-on experience.

                      What else in 23.4? 

                      As part of the OpenText Experience Cloud, TeamSite works seamlessly with other key experience technologies: customer communications, digital asset management, personalization, customer data, A/B testing, notifications, and voice analytics. Read more about the Experience Cloud 23.4 release, including powerful new AI, Experience Aviator, enhancements in unified UX, and other foundational services.

                      May 2023: What's new in TeamSite 23.2

                      OpenText™ TeamSite 23.2 makes it super simple for developers and marketing to work together on creating highly personalized and interactive experiences. The new TeamSite release extends current developer frameworks to be agnostic and integrate with your choice of IDE (Independent Development Environment) to create, edit and deploy interactive applications using languages and tools such as React, Angular and other JavaScript apps and front-end user experiences. These experiences could extend to interactive online calculators, forms, UX experiences like sliders or accordions, embedded video and many more, literally anything developers and marketing can dream-up and innovate with.

                      Savvy marketers know that providing a great content experience helps boost customer engagement and conversion rates. Research shows 93% of marketers believe that interactive content is more effective at educating the buyer compared to static content. It also generates four to five times more page views and two times more conversions.

                      Powerful interactive experiences are unleashed with this release, making this content type easily available to business users to drag, drop, edit available properties, and preview all in-context of the page and the specific component. And we are not stopping there, new frameworks and tools for DevOps and CI/CD are also available for implementation, encouraging reuse of development efforts. Take a holistic approach to how these compelling interactive experiences are managed and deployed. 

                      The screenshot shows how developers and marketing users can work with common components, being able to drag, drop and manage the interactive applications.
                      Developers and marketing users work with common components, being able to drag, drop and manage the interactive applications.

                      Extending to more data sources plus generative AI

                      For 23.2, TeamSite also tapped into the power of combining marketing, data analysis and development.  The TeamSite CMS platform can now be extended to more data sources for A/B testing, rich media management for videos, and utilizing Generative AI for Assisted Authoring.

                      Using a composability approach, the new release reinforces TeamSite as a single CMS platform to be used for websites, portals and a number of other omnichannel digital experiences. The CMS platform utilizes a component, template and hybrid headless architecture that can meet a variety of business and IT needs for flexibility, performance and security.

                      As part of the OpenText Experience Cloud, TeamSite works seamlessly with other key experience technologies: customer communications, digital asset management, personalization, customer data, A/B testing, notifications, and voice analytics. Read more about the 23.2 Experience Cloud release, the new unified UX, and foundational services, and how they are both extended and powered by TeamSite.

                      The post What’s new in OpenText Web CMS appeared first on OpenText Blogs.

                      ]]>
                      A web development team works on design prototypes.

                      Websites have become mission-critical business assets, growing from just 17.1 million in 2000 to an astounding 1.7 billion today. Web experiences have rapidly changed and become increasingly more interactive, more dynamic with a dramatic rise in mobile traffic. With so much usage, engagement remains a paradox. Users are quick to move away when experiences do not keep their interest or engage them. According to Forbes, click-through rates (CTRs) are only 4.23% - meaning only 4.23 people out of 100 will click on a call to action. As web presence evolves, so must the systems that power them.  

                      Check out the latest updates to OpenText™ Web CMS (TeamSite):

                      Introducing OpenText Web CMS

                      OpenText™ Experience Cloud Edition 24.2 was a big milestone for our web content management system with the release of OpenText™ Web CMS. The evolved and expanded product is the next generation from the previous flagship OpenText TeamSite. TeamSite had greatly changed over 25 years and was a pioneer and innovator in the industry. To better reflect changes in the market and the new technologies, OpenText Web CMS marks a new era with expanded use cases and new capabilities.

                      Beyond traditional content management

                      OpenText Web CMS transcends traditional content management by delivering:

                      • AI-powered experiences that dynamically adapt to user needs
                      • Interactive experience applications including HTML5 calculators, wizards, and data visualizations
                      • Customer journey mapping with robust data foundations
                      • Flexible deployment options with enhanced hybrid and headless capabilities
                      • Embedded Digital Asset Management (DAM) for seamless media integration
                      • Extensive integration platform supporting diverse business systems

                      Focusing on customer success

                      The most significant shift? Using web experiences to drive the complete customer lifecycle—from purchase through onboarding to retention and loyalty. While many companies focus primarily on acquisition, research shows existing customers are 50% more likely to try new products and spend 31% more than new customers. OpenText Web CMS excels at nurturing these valuable relationships.

                      April 2025: Power-packed 25.2 release - Titanium X

                      The Experience Cloud's 25.2 release delivers Titanium X, helping organizations win in today's experience economy. This release builds on innovations from CE 23.1 through CE 25.2, empowering companies to modernize their customer experience platforms. Users crave interactive experiences. Adding just one video increases average time-on-page by 88%. All industries are witnessing rapid adoption of progressive web applications (PWAs), single page applications (SPAs), and dynamic experiences built with modern frameworks like HTML5, React, and Angular.

                      Bridging developer-business silos

                      Success today requires bridging silos between developers, business users, and creative teams. OpenText Web CMS delivers this through:

                      • Developer flexibility: Use any language (React, Angular) beyond traditional SPAs
                      • Component collaboration: Multiple components working together with CI/CD pipeline management
                      • Connected data sources: External data integration through component properties
                      • Business user empowerment: No-code/low-code editing for non-technical teams
                      • Inter-component communication: Creating cohesive experiences across components

                      New 25.2 capabilities

                      The latest release introduces:

                      • Flexible Component Layout framework with table component integration
                      • XML file format support for both data sources and business user modifications
                      • Streamlined development with improved team collaboration
                      • Enhanced consistency and workflow efficiency

                      Look back and look forward

                      The release builds on years of innovation across five key areas:

                      1. Dynamic experiences and experience application management
                      2. AI capabilities including GenAI and intelligent content tools
                      3. Integrated customer journeys and customer data
                      4. Modernizing on a cloud platform with Kubernetes for scale, performance and high availability

                      Stay tuned for more innovations as we continue helping businesses thrive in the experience economy.

                      November 2023: What's new in TeamSite 23.4

                      The rise of app-like web experiences

                      Part of the answer is interactive content – applications and videos. By including a video, the average time on page goes up by 88%. All industries are seeing a dramatic rise in the use of progressive web applications (PWAs), single page applications (SPAs), and dynamic web experience development using modern IDEs like HTML 5, React, WebAssembly, Angular and many others. Businesses can’t thrive with just content management in a CMS or WCM system today, their future needs to bridge the new silos between developers, business users and creative teams to succeed.  The rise of headless is just one example of the trend, however it doesn’t need to be a developer centric versus business user only workspace.  Hybrid headless collaboration serves both and is always a win-win scenario. Let's see how OpenTextTM TeamSite delivers on the promise.

                      Introducing OpenText TeamSite 23.4

                      The 23.4 release delivers a new framework expanding our unique hybrid headless approach designed to help bridge the gap between the developer and business user personas.  These features reduce the friction of the development cycle, managing and deploying dynamic application experiences using modern languages and IDE tools while empowering the business with flexible design and creative tools.

                      • Marketers can now edit or change variables directly on the glass, enabling rich dynamic experiences. This brings design flexibility and creativity back into the hands of the business owner, while reducing the need for follow-on development work.
                      Two monitors display screenshots of OpenText TeamSite 23.4, showing new capabilities to edit dynamic experiences.
                      • Composable experiences are easier to create, use and modify.  Low-code components can be connected to data sources where business users can directly leverage their content.  They can be defined with event-driven actions to establish communications and initiate changes between components to build endless dynamic possibilities. Components are built around functionality, then easily repurposed and connected to a different data source to satisfy a completely new use case, saving valuable developer cycles.
                      • Manage and govern the entire process of development to deployment, including your live Web performance, including options for hybrid headless, high availability and Content Delivery Network (CDN).
                      Two monitors display screenshots of OpenText TeamSite 23.4, showing libraries of components for drag and drop use or modifications.
                      • Built-in governance of applications and development projects.  Teams work together with the right privileges and libraries of components are available for drag-and-drop use or modification.  Know where the components are used, version-control them, or create new ones.
                      • Sample Web experiences are provided in this release for teams to demo, test and use various features out of the box (OOTB). The experiences contain: modern page and template layouts, forms, localization, working search, targeting and much, much more.  Check out the new site for a fantastic hands-on experience.

                      What else in 23.4? 

                      As part of the OpenText Experience Cloud, TeamSite works seamlessly with other key experience technologies: customer communications, digital asset management, personalization, customer data, A/B testing, notifications, and voice analytics. Read more about the Experience Cloud 23.4 release, including powerful new AI, Experience Aviator, enhancements in unified UX, and other foundational services.

                      May 2023: What's new in TeamSite 23.2

                      OpenText™ TeamSite 23.2 makes it super simple for developers and marketing to work together on creating highly personalized and interactive experiences. The new TeamSite release extends current developer frameworks to be agnostic and integrate with your choice of IDE (Independent Development Environment) to create, edit and deploy interactive applications using languages and tools such as React, Angular and other JavaScript apps and front-end user experiences. These experiences could extend to interactive online calculators, forms, UX experiences like sliders or accordions, embedded video and many more, literally anything developers and marketing can dream-up and innovate with.

                      Savvy marketers know that providing a great content experience helps boost customer engagement and conversion rates. Research shows 93% of marketers believe that interactive content is more effective at educating the buyer compared to static content. It also generates four to five times more page views and two times more conversions.

                      Powerful interactive experiences are unleashed with this release, making this content type easily available to business users to drag, drop, edit available properties, and preview all in-context of the page and the specific component. And we are not stopping there, new frameworks and tools for DevOps and CI/CD are also available for implementation, encouraging reuse of development efforts. Take a holistic approach to how these compelling interactive experiences are managed and deployed. 

                      The screenshot shows how developers and marketing users can work with common components, being able to drag, drop and manage the interactive applications.
                      Developers and marketing users work with common components, being able to drag, drop and manage the interactive applications.

                      Extending to more data sources plus generative AI

                      For 23.2, TeamSite also tapped into the power of combining marketing, data analysis and development.  The TeamSite CMS platform can now be extended to more data sources for A/B testing, rich media management for videos, and utilizing Generative AI for Assisted Authoring.

                      Using a composability approach, the new release reinforces TeamSite as a single CMS platform to be used for websites, portals and a number of other omnichannel digital experiences. The CMS platform utilizes a component, template and hybrid headless architecture that can meet a variety of business and IT needs for flexibility, performance and security.

                      As part of the OpenText Experience Cloud, TeamSite works seamlessly with other key experience technologies: customer communications, digital asset management, personalization, customer data, A/B testing, notifications, and voice analytics. Read more about the 23.2 Experience Cloud release, the new unified UX, and foundational services, and how they are both extended and powered by TeamSite.

                      The post What’s new in OpenText Web CMS appeared first on OpenText Blogs.

                      ]]>
                      What’s new in OpenText Communications (Exstream) https://blogs.opentext.com/whats-new-in-opentext-exstream/ Mon, 28 Apr 2025 12:45:00 +0000 https://blogs.opentext.com/?p=71171 A man walks down a street holding his mobile device while looking into a store window.

                      At the core of every modern customer experience is personalized information delivered in the most optimal and timely way. Years of legacy communication systems and siloed business processes create a bounty of challenges for organizations looking to create impactful customer experiences that achieve the desired outcome. What if you could use it to go beyond just the 'status quo' of customer communications to make smarter, engaging experiences your competitive advantage? OpenText™ Communications (Exstream) helps businesses:

                      • Engage customers through highly personalized content across their customer journey. 
                      • Deliver targeted communications across all channels and devices. 
                      • Use data analytics to optimize business decisions. 
                      • Run anywhere and scale globally in the public cloud of your choice, hybrid or off-cloud

                      Discover the latest new features in the most-recent cloud native version of OpenText Communications.

                      April 2025: OpenText Communications (Exstream) CE 25.2

                      Unleash knowledge-driven GenAI to accelerate authoring

                      OpenText Communications (Exstream) CE 25.2 introduces the first knowledge-driven GenAI, driven by the collaboration between OpenText™ Experience Aviator and OpenText™ Content Aviator. This powerful combination allows businesses to create content faster, leveraging trusted content workspaces and focusing AI generation on specific, curated knowledge collections.

                      Accelerate your StreamServe migration to OpenText Communications

                      CE 25.2 offers many tools to help you to modernize your OpenText™ StreamServe, OpenText™ xPression, or Exstream solution, and reap the benefits of the latest cloud-native OpenText Communications (Exstream) release without having to rebuild existing communications from scratch.

                      These enhancements extend our capabilities and can be used alongside existing migration options, which include:

                      • Capabilities to export components and page design objects from Design and Production and import them into the Design Asset Service (DAS). This includes language layers, graphic and text frames, complex rule management, and sections and paragraphs (to sections/clauses) for Communications Designer.
                      • Design accelerators (DocX Import and PDF Design Import) can select PDFs and migrate required content, or import .docx files directly to create an entire communication from existing Microsoft® Word® templates.
                      • The Rationalization tool reduces redundancy by ensuring only the most critical content is extracted and consolidated on your new platform. This tool has seen many improvements in this release.
                      • Custom converters transform structured data design formats and use existing APIs to import formatted designs directly into the OpenText Communications database from any source format. For more information, please contact OpenText Professional Services.

                      Streamline the creation of compliant communications from Guidewire ClaimCenter

                      Using OpenText Communications with Guidewire ClaimCenter in the Guidewire Cloud will help to resolve claims faster by automating the design and delivery of highly personalized policyholder communications.

                      • Deliver consistent and professional communications compliant with corporate standards
                      • Ensure uniform layout, branding, headers and footers in all communications
                      • Generate communications based on communication templates and Guidewire data
                      • Enable users to generate communications on-demand from within Guidewire ClaimCenter
                      • Enable users to edit generated communications using the Interactive editor prior to saving
                      • Support review-edit-approval workflows within Guidewire ClaimCenter before communications are saved
                      • Automate communication generation from Guidewire ClaimCenter events and workflows

                      Communications orchestration job logging

                      Enhancements in CE 25.2 extend operations users’ ability to effectively monitor and troubleshoot communications orchestration activity with integrated access to orchestration job logs. Located within the job monitor UX, users can quickly review error information in the context of the job for faster troubleshooting including detailed time scripts, simplified flow scripts debugging, and view log files within the same user interface as other job-related assets.

                      January 2025 and November 2024: What's new in OpenText Communications (Exstream) 25.1 and 24.4

                      Streamline migration, worry-free

                      Are you looking to modernize your CCM solution and reap the benefits of the latest cloud-native OpenText Communications™ (Exstream) release without having to rebuild existing communications from scratch? OpenText™ Communications (Exstream) offers many tools to simplify the process.  

                      New features align with design use cases commonly used by xPression and other communication creation tools, including the ability to combine documents and pages into a single file, automatic suppression of blank pages, and reordering of documents using logic. There is also the ability to rotate images.  In addition to these usability improvements, there are significant upgrades to our xPression xDesign migration conversion tool.   

                      Using the migration conversion tool, OpenText Professional Services can accelerate your move to Cloud Native. The migration conversion tool is designed to move xDesign content and restore a functional Communication design, accommodating complex requirements such as looping (repeating content) and intricate rules.  

                      Further new features in CE 25.1 include support for DocX files as dynamic (runtime) imports, UTF-16 encoding support for inputs and cross-reference variable support.  These enhancements extend our capabilities and can be used alongside existing migration offerings, which include: 

                      • Design accelerators: Quickly migrate content from PDFs and Microsoft® Word® (.docx) templates to create polished communications. 
                      • Component export/import: Seamlessly transfer language layers, graphic/text frames, complex rule management, sections and paragraphs to the Communications Designer with the Design Asset Service (DAS). 
                      • Rationalization tool: Minimize redundancy by extracting and consolidating only the most critical content  
                      • Customer starter converters: OpenText Professional Services and Partners offers customer starter convertors that transform structured data design formats and uses existing APIs to import formatted designs directly into the OpenText Communications database. 

                      Enabling operational efficiency with enhanced orchestration in the cloud 

                      Tailored for customer success leaders seeking to optimize positive customer interactions, enhancements to orchestration include the sorting and bundling of communication set outputs, multi-condition support with flow model deciders, and introduction of the processor “logical input split”, and new with CE 25.1 is the output review and approve widget. 

                      Ready to simplify your CCM? Upgrade today  

                      Whether on-premises, cloud-based, or hybrid, our OpenText Consulting Services can help assess and optimize your upgrade journey. Transform your customer communications experience – start modernizing today! Explore more about OpenText Communications.  

                      June 2024: What's new in Exstream 24.2

                      Exstream 24.2 includes innovations to help accelerate customer communications management (CCM) migration, generative AI, high-output print capabilities, a new user experience (UX) to help manage your customer journey and design tool performance enhancements.

                      Speed CCM migration to Exstream Cloud Native

                      Exstream 24.2 helps accelerate design migration and optimization to the cloud:

                      • Export components and page designs from Design & Production and import into the Design Asset Service (DAS)
                      • Import DocX content into the Design environment
                      • Experience an updated PDF Design Import: Enhanced font format handling, clause creation and UX
                      • Preserve the formatting of fragments with the help of enhanced rationalization features and UX

                      Leverage GenAI to personalize content with ease

                      With OpenText Experience Aviator, users can easily create personalized content using generative AI to rapidly generate relevant material that can enhance content development productivity. With interactive editing, users can take advantage of GenAI for content creation during the editing experience.

                      High output print capabilities optimize the production of personalized documents

                      Streamlined customer printing processes and accelerated production of complex documents (at speeds of up to 10 million pages per hour), enables high output production of personalized documents. File formats supported include AFP, Postscript and DocX.

                      New UX provides a comprehensive view of your customer journey

                      To optimize positive customer interactions, the OpenText Core Journey integration with Exstream, available separately, offers a comprehensive, insight-driven customer journey interface. This empowers users to seamlessly create, monitor, and analyze diverse customer journeys, while generating insights and orchestrating follow-up actions based on customers’ previous behavior or status. It’s an invaluable tool for leaders who aim to address unique customer needs and offer personalized actions, unconstrained by traditional linear approaches.

                      November 2023: What's new in Exstream 23.4

                      Experience Aviator for Gen-AI powered marketing

                      Exstream 23.4 offers Experience Aviator to help authors tap into generative AI to produce unique content to cover all touchpoints in the customer journey. Experience Aviators helps users create new communication content for customers and improve existing messages for greater simplicity, understanding, and empathy with customers.

                      Soar to new heights with Experience Aviator, an AI customer experience foundation ->

                      Unleash creativity and remove technical barriers with HTML5

                      Low-code HTML5 design empowers businesses to craft captivating, digital-first communications without the need for complex coding expertise.

                      Optimize your communication designs with many new ease-of-use features

                      Exstream 23.4 now supports Design Layouts, which allows for shared templates across multiple pages. Sections and Clauses can be used in the design tool to provide easier use of content layout for insurance or contract communications. You can also change the look and feel of your communications at runtime with dynamic switching of styles sheets to enable one design to be delivered in many formats.

                      Accelerate decision making with real-time job visualization and dashboards

                      Consolidated dashboards provide operations managers with real time status of Exstream jobs and provides an overview of information that will help organizations make data-driven decisions. The addition of job list widgets allows users to see a running list of jobs in progress and their status. Jobs in the list widget link directly to its status in the Job Monitor, allowing for quick access to any job that may need to be addressed. Filters allow for saving quick views of the most critical status types, such as jobs with errors.

                      Operations managers can now quickly troubleshoot and take action on jobs in progress using visual flow model references in the job monitor. The interactive flow model allows users to click on orchestration nodes in the flow model to quickly drill down to which steps have errors that need to be addressed and take the appropriate action. Status counters on each node give users an additional layer of job monitoring.

                      May 2023: What's new in Exstream 23.2

                      PDF Design Import Tool

                      Whether running an older version of any OpenText CCM technology or looking to migrate from a competitive CCM solution, the PDF Design Import Tool can help reduce the scope, time, and cost of moving to Exstream Cloud-Native. It can:   

                      • Assist in migrating from another system, quickly and easily into Exstream Communications Designer. 
                      • Convert PDF into Exstream design editable pages/content. 
                      • Allow for design contributions from alternate sources. 

                      Watch a quick demo of the PDF Design Import Tool

                      Operational dashboards

                      Speed up data-driven decisions with operational dashboards to help visualize and analyze communications performance. Quickly see what’s working, what’s not, and empower your operations team with data to inform content creation. This visibility allows for quicker awareness of issues, troubleshooting and faster time to resolution.   

                      Advanced approval workflows

                      Customers with more complex business approval processes for communications content can make use of enhanced workflows. We’ve expanded content author capabilities to better support the business user. Users can now define multiple approver workflows for greater regulatory control of business content and reduced errors. Multiple approver stages, different approving groups and variable approving users can be part of custom-designed workflows in a serial or parallel process.  


                      See how OpenText Exstream can help you deliver smarter experiences.


                      The post What’s new in OpenText Communications (Exstream) appeared first on OpenText Blogs.

                      ]]>
                      A man walks down a street holding his mobile device while looking into a store window.

                      At the core of every modern customer experience is personalized information delivered in the most optimal and timely way. Years of legacy communication systems and siloed business processes create a bounty of challenges for organizations looking to create impactful customer experiences that achieve the desired outcome. What if you could use it to go beyond just the 'status quo' of customer communications to make smarter, engaging experiences your competitive advantage? OpenText™ Communications (Exstream) helps businesses:

                      • Engage customers through highly personalized content across their customer journey. 
                      • Deliver targeted communications across all channels and devices. 
                      • Use data analytics to optimize business decisions. 
                      • Run anywhere and scale globally in the public cloud of your choice, hybrid or off-cloud

                      Discover the latest new features in the most-recent cloud native version of OpenText Communications.

                      April 2025: OpenText Communications (Exstream) CE 25.2

                      Unleash knowledge-driven GenAI to accelerate authoring

                      OpenText Communications (Exstream) CE 25.2 introduces the first knowledge-driven GenAI, driven by the collaboration between OpenText™ Experience Aviator and OpenText™ Content Aviator. This powerful combination allows businesses to create content faster, leveraging trusted content workspaces and focusing AI generation on specific, curated knowledge collections.

                      Accelerate your StreamServe migration to OpenText Communications

                      CE 25.2 offers many tools to help you to modernize your OpenText™ StreamServe, OpenText™ xPression, or Exstream solution, and reap the benefits of the latest cloud-native OpenText Communications (Exstream) release without having to rebuild existing communications from scratch.

                      These enhancements extend our capabilities and can be used alongside existing migration options, which include:

                      • Capabilities to export components and page design objects from Design and Production and import them into the Design Asset Service (DAS). This includes language layers, graphic and text frames, complex rule management, and sections and paragraphs (to sections/clauses) for Communications Designer.
                      • Design accelerators (DocX Import and PDF Design Import) can select PDFs and migrate required content, or import .docx files directly to create an entire communication from existing Microsoft® Word® templates.
                      • The Rationalization tool reduces redundancy by ensuring only the most critical content is extracted and consolidated on your new platform. This tool has seen many improvements in this release.
                      • Custom converters transform structured data design formats and use existing APIs to import formatted designs directly into the OpenText Communications database from any source format. For more information, please contact OpenText Professional Services.

                      Streamline the creation of compliant communications from Guidewire ClaimCenter

                      Using OpenText Communications with Guidewire ClaimCenter in the Guidewire Cloud will help to resolve claims faster by automating the design and delivery of highly personalized policyholder communications.

                      • Deliver consistent and professional communications compliant with corporate standards
                      • Ensure uniform layout, branding, headers and footers in all communications
                      • Generate communications based on communication templates and Guidewire data
                      • Enable users to generate communications on-demand from within Guidewire ClaimCenter
                      • Enable users to edit generated communications using the Interactive editor prior to saving
                      • Support review-edit-approval workflows within Guidewire ClaimCenter before communications are saved
                      • Automate communication generation from Guidewire ClaimCenter events and workflows

                      Communications orchestration job logging

                      Enhancements in CE 25.2 extend operations users’ ability to effectively monitor and troubleshoot communications orchestration activity with integrated access to orchestration job logs. Located within the job monitor UX, users can quickly review error information in the context of the job for faster troubleshooting including detailed time scripts, simplified flow scripts debugging, and view log files within the same user interface as other job-related assets.

                      January 2025 and November 2024: What's new in OpenText Communications (Exstream) 25.1 and 24.4

                      Streamline migration, worry-free

                      Are you looking to modernize your CCM solution and reap the benefits of the latest cloud-native OpenText Communications™ (Exstream) release without having to rebuild existing communications from scratch? OpenText™ Communications (Exstream) offers many tools to simplify the process.  

                      New features align with design use cases commonly used by xPression and other communication creation tools, including the ability to combine documents and pages into a single file, automatic suppression of blank pages, and reordering of documents using logic. There is also the ability to rotate images.  In addition to these usability improvements, there are significant upgrades to our xPression xDesign migration conversion tool.   

                      Using the migration conversion tool, OpenText Professional Services can accelerate your move to Cloud Native. The migration conversion tool is designed to move xDesign content and restore a functional Communication design, accommodating complex requirements such as looping (repeating content) and intricate rules.  

                      Further new features in CE 25.1 include support for DocX files as dynamic (runtime) imports, UTF-16 encoding support for inputs and cross-reference variable support.  These enhancements extend our capabilities and can be used alongside existing migration offerings, which include: 

                      • Design accelerators: Quickly migrate content from PDFs and Microsoft® Word® (.docx) templates to create polished communications. 
                      • Component export/import: Seamlessly transfer language layers, graphic/text frames, complex rule management, sections and paragraphs to the Communications Designer with the Design Asset Service (DAS). 
                      • Rationalization tool: Minimize redundancy by extracting and consolidating only the most critical content  
                      • Customer starter converters: OpenText Professional Services and Partners offers customer starter convertors that transform structured data design formats and uses existing APIs to import formatted designs directly into the OpenText Communications database. 

                      Enabling operational efficiency with enhanced orchestration in the cloud 

                      Tailored for customer success leaders seeking to optimize positive customer interactions, enhancements to orchestration include the sorting and bundling of communication set outputs, multi-condition support with flow model deciders, and introduction of the processor “logical input split”, and new with CE 25.1 is the output review and approve widget. 

                      Ready to simplify your CCM? Upgrade today  

                      Whether on-premises, cloud-based, or hybrid, our OpenText Consulting Services can help assess and optimize your upgrade journey. Transform your customer communications experience – start modernizing today! Explore more about OpenText Communications.  

                      June 2024: What's new in Exstream 24.2

                      Exstream 24.2 includes innovations to help accelerate customer communications management (CCM) migration, generative AI, high-output print capabilities, a new user experience (UX) to help manage your customer journey and design tool performance enhancements.

                      Speed CCM migration to Exstream Cloud Native

                      Exstream 24.2 helps accelerate design migration and optimization to the cloud:

                      • Export components and page designs from Design & Production and import into the Design Asset Service (DAS)
                      • Import DocX content into the Design environment
                      • Experience an updated PDF Design Import: Enhanced font format handling, clause creation and UX
                      • Preserve the formatting of fragments with the help of enhanced rationalization features and UX

                      Leverage GenAI to personalize content with ease

                      With OpenText Experience Aviator, users can easily create personalized content using generative AI to rapidly generate relevant material that can enhance content development productivity. With interactive editing, users can take advantage of GenAI for content creation during the editing experience.

                      High output print capabilities optimize the production of personalized documents

                      Streamlined customer printing processes and accelerated production of complex documents (at speeds of up to 10 million pages per hour), enables high output production of personalized documents. File formats supported include AFP, Postscript and DocX.

                      New UX provides a comprehensive view of your customer journey

                      To optimize positive customer interactions, the OpenText Core Journey integration with Exstream, available separately, offers a comprehensive, insight-driven customer journey interface. This empowers users to seamlessly create, monitor, and analyze diverse customer journeys, while generating insights and orchestrating follow-up actions based on customers’ previous behavior or status. It’s an invaluable tool for leaders who aim to address unique customer needs and offer personalized actions, unconstrained by traditional linear approaches.

                      November 2023: What's new in Exstream 23.4

                      Experience Aviator for Gen-AI powered marketing

                      Exstream 23.4 offers Experience Aviator to help authors tap into generative AI to produce unique content to cover all touchpoints in the customer journey. Experience Aviators helps users create new communication content for customers and improve existing messages for greater simplicity, understanding, and empathy with customers.

                      Soar to new heights with Experience Aviator, an AI customer experience foundation ->

                      Unleash creativity and remove technical barriers with HTML5

                      Low-code HTML5 design empowers businesses to craft captivating, digital-first communications without the need for complex coding expertise.

                      Optimize your communication designs with many new ease-of-use features

                      Exstream 23.4 now supports Design Layouts, which allows for shared templates across multiple pages. Sections and Clauses can be used in the design tool to provide easier use of content layout for insurance or contract communications. You can also change the look and feel of your communications at runtime with dynamic switching of styles sheets to enable one design to be delivered in many formats.

                      Accelerate decision making with real-time job visualization and dashboards

                      Consolidated dashboards provide operations managers with real time status of Exstream jobs and provides an overview of information that will help organizations make data-driven decisions. The addition of job list widgets allows users to see a running list of jobs in progress and their status. Jobs in the list widget link directly to its status in the Job Monitor, allowing for quick access to any job that may need to be addressed. Filters allow for saving quick views of the most critical status types, such as jobs with errors.

                      Operations managers can now quickly troubleshoot and take action on jobs in progress using visual flow model references in the job monitor. The interactive flow model allows users to click on orchestration nodes in the flow model to quickly drill down to which steps have errors that need to be addressed and take the appropriate action. Status counters on each node give users an additional layer of job monitoring.

                      May 2023: What's new in Exstream 23.2

                      PDF Design Import Tool

                      Whether running an older version of any OpenText CCM technology or looking to migrate from a competitive CCM solution, the PDF Design Import Tool can help reduce the scope, time, and cost of moving to Exstream Cloud-Native. It can:   

                      • Assist in migrating from another system, quickly and easily into Exstream Communications Designer. 
                      • Convert PDF into Exstream design editable pages/content. 
                      • Allow for design contributions from alternate sources. 

                      Watch a quick demo of the PDF Design Import Tool

                      Operational dashboards

                      Speed up data-driven decisions with operational dashboards to help visualize and analyze communications performance. Quickly see what’s working, what’s not, and empower your operations team with data to inform content creation. This visibility allows for quicker awareness of issues, troubleshooting and faster time to resolution.   

                      Advanced approval workflows

                      Customers with more complex business approval processes for communications content can make use of enhanced workflows. We’ve expanded content author capabilities to better support the business user. Users can now define multiple approver workflows for greater regulatory control of business content and reduced errors. Multiple approver stages, different approving groups and variable approving users can be part of custom-designed workflows in a serial or parallel process.  


                      See how OpenText Exstream can help you deliver smarter experiences.


                      The post What’s new in OpenText Communications (Exstream) appeared first on OpenText Blogs.

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                      Customer communications: how the customer journey shows the way https://blogs.opentext.com/customer-communications-how-the-customer-journey-shows-the-way/ Wed, 16 Apr 2025 13:34:51 +0000 https://blogs.opentext.com/?p=999308083

                      The customer journey has long been more than just a visualization of a customer’s ideal path through services offered. It is a powerful tool for understanding customer behavior, personalizing communication on behavioral insights, and optimizing the customer journey for the benefit of both, your customer and your organization.

                      Effective customer communication is crucial to the success of an organization in today's hyper-competitive business landscape. The customer journey, which describes the customer's path from the first awareness of a product or service to purchase and beyond, offers a valuable framework for optimizing this communication. By understanding the different stages of the customer journey, organizations can align their communication strategies to meet the needs and expectations of customers at every stage. 

                      Four ways to optimize customer journeys

                      Take your customer communications to a new level by considering these four aspects:  

                      1. Personalization: Customers expect personalized experiences tailored to their individual needs and preferences. Organizations can achieve this by collecting and analyzing behavioral data along the touchpoints to develop a detailed understanding of their customers. Use this data to create personalized messages, offers and recommendations that are relevant and engaging for the customer. Monitor with journey analytics the increase of key indicators for personalization success - such as email open rates, click-through rates and conversion rates. 

                      1. Omnichannel communication: Customers use a variety of channels to interact with organizations, including email, social media, chat, phone and sometimes even letters and fax. Organizations need to ensure that their communications are consistent and seamless across all channels. This means that customers should be able to smoothly switch from one channel to another without losing context or having to repeat entering information. Through journey event pipelines, you integrate all communication channels into a centralized SaaS platform that ensures customer service agents can access all customer interactions, regardless of which channel the customer has chosen. Observe with journey analytics the change of key indicators for omnichannel communication – such as the positive customer satisfaction/sentiment and the decline of response times.  

                      1. Proactive communication: Customers appreciate when organizations proactively reach out to them, remind them, and provide them with relevant information or support. This can be in the form of emails with product updates, select notifications about special offers, or proactive customer service. Use journey analytics to identify these moments when proactive communication could be valuable and use journey orchestration to automate a follow-up with customer communications. Track with journey analytics the upturn of key indicators for successful proactive communications – such as conversion rates and strengthened the customer relationship. 

                      1. Continuous improvement: The customer journey is not static. Customers’ needs and expectations change over time. Organizations must therefore continuously review and improve their communication strategies to ensure they remain relevant and effective. Collect your customers’ feedback regularly with journey surveys or through the contact center. Analyze this data to identify areas for improvement and test potential journey advancements. Use journey analytics to track key indicators of improvement with different journey versions – such as time series analysis of customer satisfaction and conversions. 

                      Optimizing customer communication along the customer journey is an ongoing process that requires commitment and investment. By considering the above aspects, organizations can develop an effective communication strategy that strengthens customer loyalty, increases customer satisfaction and ultimately boosts customer success. 

                      With OpenText™ Core Journey, OpenText™ Core Messaging and OpenText™ Communications in OpenText™ Experience Cloud, journey managers can easily track the time customers spend at each stage, identify where drop-offs occur, and pinpoint the most engaging touchpoints. With these insights, your team can address weaknesses and optimize communications that drive better outcomes through journey actions directly triggering OpenText Communications. This ensures timeliness and eliminates unnecessary delays. 

                      Are you ready to bring your customer communication strategy to the next level? Discover the game-changing potential of OpenText Core Journey and optimize your customer communications.

                      The post Customer communications: how the customer journey shows the way appeared first on OpenText Blogs.

                      ]]>

                      The customer journey has long been more than just a visualization of a customer’s ideal path through services offered. It is a powerful tool for understanding customer behavior, personalizing communication on behavioral insights, and optimizing the customer journey for the benefit of both, your customer and your organization.

                      Effective customer communication is crucial to the success of an organization in today's hyper-competitive business landscape. The customer journey, which describes the customer's path from the first awareness of a product or service to purchase and beyond, offers a valuable framework for optimizing this communication. By understanding the different stages of the customer journey, organizations can align their communication strategies to meet the needs and expectations of customers at every stage. 

                      Four ways to optimize customer journeys

                      Take your customer communications to a new level by considering these four aspects:  

                      1. Personalization: Customers expect personalized experiences tailored to their individual needs and preferences. Organizations can achieve this by collecting and analyzing behavioral data along the touchpoints to develop a detailed understanding of their customers. Use this data to create personalized messages, offers and recommendations that are relevant and engaging for the customer. Monitor with journey analytics the increase of key indicators for personalization success - such as email open rates, click-through rates and conversion rates. 
                      1. Omnichannel communication: Customers use a variety of channels to interact with organizations, including email, social media, chat, phone and sometimes even letters and fax. Organizations need to ensure that their communications are consistent and seamless across all channels. This means that customers should be able to smoothly switch from one channel to another without losing context or having to repeat entering information. Through journey event pipelines, you integrate all communication channels into a centralized SaaS platform that ensures customer service agents can access all customer interactions, regardless of which channel the customer has chosen. Observe with journey analytics the change of key indicators for omnichannel communication – such as the positive customer satisfaction/sentiment and the decline of response times.  
                      1. Proactive communication: Customers appreciate when organizations proactively reach out to them, remind them, and provide them with relevant information or support. This can be in the form of emails with product updates, select notifications about special offers, or proactive customer service. Use journey analytics to identify these moments when proactive communication could be valuable and use journey orchestration to automate a follow-up with customer communications. Track with journey analytics the upturn of key indicators for successful proactive communications – such as conversion rates and strengthened the customer relationship. 
                      1. Continuous improvement: The customer journey is not static. Customers’ needs and expectations change over time. Organizations must therefore continuously review and improve their communication strategies to ensure they remain relevant and effective. Collect your customers’ feedback regularly with journey surveys or through the contact center. Analyze this data to identify areas for improvement and test potential journey advancements. Use journey analytics to track key indicators of improvement with different journey versions – such as time series analysis of customer satisfaction and conversions. 

                      Optimizing customer communication along the customer journey is an ongoing process that requires commitment and investment. By considering the above aspects, organizations can develop an effective communication strategy that strengthens customer loyalty, increases customer satisfaction and ultimately boosts customer success. 

                      With OpenText™ Core Journey, OpenText™ Core Messaging and OpenText™ Communications in OpenText™ Experience Cloud, journey managers can easily track the time customers spend at each stage, identify where drop-offs occur, and pinpoint the most engaging touchpoints. With these insights, your team can address weaknesses and optimize communications that drive better outcomes through journey actions directly triggering OpenText Communications. This ensures timeliness and eliminates unnecessary delays. 

                      Are you ready to bring your customer communication strategy to the next level? Discover the game-changing potential of OpenText Core Journey and optimize your customer communications.

                      The post Customer communications: how the customer journey shows the way appeared first on OpenText Blogs.

                      ]]>
                      Messaging just got a major glow-up https://blogs.opentext.com/messaging-just-got-a-major-glow-up/ Fri, 11 Apr 2025 17:33:33 +0000 https://blogs.opentext.com/?p=999308013

                      Let’s face it: plain old SMS is starting to feel... well, a little 2005. Customers today expect more from their omnichannel messaging experiences — and guess what? OpenText™ Core Messaging is stepping up in a big way. 

                      We’re excited to announce that rich communication channels such as WhatsApp and RCS are on the horizon — and they’re bringing with them a whole new world of interactive, secure, visually rich business messaging. 

                      What’s new? It’s not just text anymore 

                      Say goodbye to boring SMS text threads. With WhatsApp and RCS (Rich Communication Services) Business Messaging, you’ll be able to deliver: 

                      • Media-rich content (images, videos, maps!) 
                      • Location sharing 
                      • Quick reply buttons 
                      • Cards and carousels that let users browse, book, or buy — all in one chat 

                      It’s not just messaging. It’s an interactive experience. Whether you’re confirming an appointment, promoting a new product, or helping someone book a service — everything happens inside one sleek, seamless conversation. 

                      Shape

                      Security? It's built right in 

                      Worried about spam or sketchy senders? Don’t be. 

                      • WhatsApp Business requires strict Meta-verified registration — you have to prove you're legit before you can message at scale. 
                      • RCS, backed by Google, has its own vetting standards to keep bad actors out. 
                      • And while OpenText Core Messaging gives you seamless access to both platforms — we just make sure you're plugged into the right, verified ecosystem. 

                      Your messages? Safe. Your brand? Trusted. Your customers? Confident. 

                      Shape

                      Why it matters — especially to Gen Z (and the rest of us) 

                      Let’s be real: Gen Z doesn’t just want to receive a message — they want to interact with it. Scrollable carousels, tappable replies, media-rich previews... it’s the new standard. 

                      These upcoming features are purpose-built for the next generation of digital customer experiences — and businesses that adopt them early will stand out in a sea of static text. 

                      TL;DR: Messaging, but make it awesome 

                      With WhatsApp and RCS channels, OpenText Core Messaging will help you: 

                      • Engage customers where they are 
                      • Create richer, smarter, automated conversations 
                      • Build trust with verified, secure interactions 
                      • Drive better outcomes (and look really good doing it) 

                      So go ahead — ditch the dusty SMS templates and step into the future of omnichannel messaging. Your customers (and your ROI) will thank you. 
                      Shape 
                      Want to be among the first to roll out rich messaging at scale? Stay tuned — the future of business messaging is arriving soon, and it’s looking very good. 

                      The post Messaging just got a major glow-up appeared first on OpenText Blogs.

                      ]]>

                      Let’s face it: plain old SMS is starting to feel... well, a little 2005. Customers today expect more from their omnichannel messaging experiences — and guess what? OpenText™ Core Messaging is stepping up in a big way. 

                      We’re excited to announce that rich communication channels such as WhatsApp and RCS are on the horizon — and they’re bringing with them a whole new world of interactive, secure, visually rich business messaging. 

                      What’s new? It’s not just text anymore 

                      Say goodbye to boring SMS text threads. With WhatsApp and RCS (Rich Communication Services) Business Messaging, you’ll be able to deliver: 

                      • Media-rich content (images, videos, maps!) 
                      • Location sharing 
                      • Quick reply buttons 
                      • Cards and carousels that let users browse, book, or buy — all in one chat 

                      It’s not just messaging. It’s an interactive experience. Whether you’re confirming an appointment, promoting a new product, or helping someone book a service — everything happens inside one sleek, seamless conversation. 

                      Shape

                      Security? It's built right in 

                      Worried about spam or sketchy senders? Don’t be. 

                      • WhatsApp Business requires strict Meta-verified registration — you have to prove you're legit before you can message at scale. 
                      • RCS, backed by Google, has its own vetting standards to keep bad actors out. 
                      • And while OpenText Core Messaging gives you seamless access to both platforms — we just make sure you're plugged into the right, verified ecosystem. 

                      Your messages? Safe. Your brand? Trusted. Your customers? Confident. 

                      Shape

                      Why it matters — especially to Gen Z (and the rest of us) 

                      Let’s be real: Gen Z doesn’t just want to receive a message — they want to interact with it. Scrollable carousels, tappable replies, media-rich previews... it’s the new standard. 

                      These upcoming features are purpose-built for the next generation of digital customer experiences — and businesses that adopt them early will stand out in a sea of static text. 

                      TL;DR: Messaging, but make it awesome 

                      With WhatsApp and RCS channels, OpenText Core Messaging will help you: 

                      • Engage customers where they are 
                      • Create richer, smarter, automated conversations 
                      • Build trust with verified, secure interactions 
                      • Drive better outcomes (and look really good doing it) 

                      So go ahead — ditch the dusty SMS templates and step into the future of omnichannel messaging. Your customers (and your ROI) will thank you. 
                      Shape 
                      Want to be among the first to roll out rich messaging at scale? Stay tuned — the future of business messaging is arriving soon, and it’s looking very good. 

                      The post Messaging just got a major glow-up appeared first on OpenText Blogs.

                      ]]>
                      Generative AI in digital asset management https://blogs.opentext.com/generative-ai-in-digital-asset-management/ Wed, 09 Apr 2025 17:26:09 +0000 https://blogs.opentext.com/?p=999307912

                      Two years ago, soon after the public release of ChatGPT, I wrote about How AI is transforming digital asset management (DAM) solutions from passive to active. The advances in AI since then have been nothing short of astonishing. In 2025, the choice is not whether to use AI in DAM, it is which game-changing capability to incorporate first.  

                      It took at least five years for AI image analysis for descriptive metadata to start fulfilling early promises of increased productivity. In contrast, the impact of generative AI has been almost immediate, and the rate of improvement has exceeded expectations. In particular, text-to-image generation and AI-powered searching are business-ready capabilities, if they are implemented under the appropriate governance rules. 

                      Text to image generation 

                      Despite its problems when counting fingers, AI image generation is astonishingly powerful. Just describe the scene you envision and receive a high-quality image within seconds – what you say is what you get. While many organizations are hesitant to publish AI-generated images externally, they are ideal for providing inspiration for human creativity. Using OpenText™ Experience Aviator within a creative request process enables the requestor to attach AI-generated images to a creative brief. The designer understands exactly what is expected, which reduces the number of approval cycles needed to develop the final version.  

                      AI-powered searching 

                      A common question from DAM admins is how to improve users’ ability to find the right assets, particularly after migrating poorly-tagged files from a legacy system. A new way to enhance asset discovery is retrieval-augmented generation (RAG), which uses a large language model (LLM) to allow users to search using their own words, without knowledge of tagging conventions. OpenText Knowledge Discovery™ includes advanced RAG functionality that powers natural language searching in a DAM.   

                      Governance  

                      While generative AI is undeniably powerful, it isn’t without problems. Many employees are already using some form of AI in their daily tasks, but their employers want to manage the use of AI for business processes. DAM has always offered governance tools for use of assets, and that is now extended to governing the use of AI. The best DAM solutions allow admins to establish rules for the usage of AI-generated images.  

                      Availability  

                      Text-to-image generation from OpenText Experience Aviator is available in OpenText™ Digital Asset Management (previously OpenText Media Management) and OpenText™ Core DAM. AI-powered searching from OpenText Knowledge Discovery™ is available in OpenText Digital Asset Management.  Discover why OpenText was named a Leader in the IDC MarketScape: Worldwide Intelligent Digital Asset Management 2024 Vendor Assessment.

                      The post Generative AI in digital asset management appeared first on OpenText Blogs.

                      ]]>

                      Two years ago, soon after the public release of ChatGPT, I wrote about How AI is transforming digital asset management (DAM) solutions from passive to active. The advances in AI since then have been nothing short of astonishing. In 2025, the choice is not whether to use AI in DAM, it is which game-changing capability to incorporate first.  

                      It took at least five years for AI image analysis for descriptive metadata to start fulfilling early promises of increased productivity. In contrast, the impact of generative AI has been almost immediate, and the rate of improvement has exceeded expectations. In particular, text-to-image generation and AI-powered searching are business-ready capabilities, if they are implemented under the appropriate governance rules. 

                      Text to image generation 

                      Despite its problems when counting fingers, AI image generation is astonishingly powerful. Just describe the scene you envision and receive a high-quality image within seconds – what you say is what you get. While many organizations are hesitant to publish AI-generated images externally, they are ideal for providing inspiration for human creativity. Using OpenText™ Experience Aviator within a creative request process enables the requestor to attach AI-generated images to a creative brief. The designer understands exactly what is expected, which reduces the number of approval cycles needed to develop the final version.  

                      AI-powered searching 

                      A common question from DAM admins is how to improve users’ ability to find the right assets, particularly after migrating poorly-tagged files from a legacy system. A new way to enhance asset discovery is retrieval-augmented generation (RAG), which uses a large language model (LLM) to allow users to search using their own words, without knowledge of tagging conventions. OpenText Knowledge Discovery™ includes advanced RAG functionality that powers natural language searching in a DAM.   

                      Governance  

                      While generative AI is undeniably powerful, it isn’t without problems. Many employees are already using some form of AI in their daily tasks, but their employers want to manage the use of AI for business processes. DAM has always offered governance tools for use of assets, and that is now extended to governing the use of AI. The best DAM solutions allow admins to establish rules for the usage of AI-generated images.  

                      Availability  

                      Text-to-image generation from OpenText Experience Aviator is available in OpenText™ Digital Asset Management (previously OpenText Media Management) and OpenText™ Core DAM. AI-powered searching from OpenText Knowledge Discovery™ is available in OpenText Digital Asset Management.  Discover why OpenText was named a Leader in the IDC MarketScape: Worldwide Intelligent Digital Asset Management 2024 Vendor Assessment.

                      The post Generative AI in digital asset management appeared first on OpenText Blogs.

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