Resource Center

Resources for Every BPS Need

Welcome to the OpenText BPS Resource Center!  This resource center contains a wealth of resources related to the disciplines of Business Process Management, Dynamic Case Management, Enterprise Architecture, Business Process Analysis, and more. From general white papers to industry-specific challenges to success stories featuring organizations that have successfully deployed OpenText BPS, we invite you to explore, download, and learn from these valuable resources.

Function > Finance Operations

Case Studies

  • Adapt Services Ltd Read how Adapt's implementation of the ITIL-ready OpenText Assure has enabled them to configure each of their client SLAs to match their needs, offer a granular level of support, and respond to unexpected events and failures.
  • AmerisourceBergen Read about how AmerisourceBergen used OpenText MBPM to transform its Contract & Chargeback process, and after its initial success moved to an enterprise-wide deployment. The company also established a Process Center of Excellence and has saved millions of dollars by establishing BPM as a credible and critical part of its IT and business infrastructure.
  • Blue Rhino Learn how OpenText has helped Blue Rhino become more efficient across its entire organization and maintain compliance with the Sarbanes-Oxley Act of 2002.
  • British Transport Police Learn how British Transport Police is benefiting from replacing its legacy IT Service Desk with the ITIL-ready OpenText Assure, provided by OpenText and its partner ICCM Solutions.
  • Butler Snow Butler Snow automated its New Matter Intake process using OpenText MBPM, which works seamlessly with their Thomson Elite ProLaw system, allowing the firm to realize greater agility and efficiency amongst its people, systems and processes.
  • Bytes Systems Integration Learn how Bytes Systems Integration, by deploying a progressive IT service management strategy with OpenText and partner ICCM Solutions, was able to streamline and improve their customer support operations while generating additional revenue opportunities for the company.
  • CIBA Vision CIBA Vision deployed OpenText solutions to integrate with their SAP/AP systems to improve overall cycle times for AP invoice processing and provide visibility and control to AP administrators.
  • CIT Group CIT implemented OpenText MBPM in its Tempe, Jacksonville, Dublin and Canadian service centers among others. With CIT's various operational needs in mind, its Web Customer Service organization has deployed OpenText MBPM in several different ways.
  • City of Richmond The City of Richmond is using OpenText MBPM to help take control of its processes through automation. Implementing OpenText MBPM has given the city the ability to make the right strategic decisions on how to streamline and improve its operations - allowing them to create greater efficiency and improve citizen service.
  • City of Winston-Salem The City of Winston-Salem selected OpenText MBPM to support a Web-enabled, streamlined, collaborative procurement process to facilitate collaboration between internal departments and external vendors.
  • Cooper Tire & Rubber Company Read how Cooper Tire was able to fully deploy OpenText MBPM in less than three months, rolling out an automated process that increased operational efficiency and accelerated time-to-market.
  • Danone Italy Learn how Danone selected OpenText MBPM software, which was provided and implemented in Italy by partner ICON, to manage the organization of its corporate processes and meet the needs of the Sarbanes-Oxley requirements.
  • DePaul University Read more about how DePaul University used OpenText MBPM to create a solution where users could initiate and complete tasks ranging from creating and filling out work order forms, getting approval, and routing associated questions, actions, documents and decisions to the correct people via a Web browser interface.
  • Dr. Scheller Dr Scheller selected OpenText MBPM to create a more efficient product development process with greater transparency for its staff.
  • El Paso County By automating its Agenda Management process using OpenText MBPM, the county will be able to digitize and aggregate all the backup data from the various departments at the commissioners’ offices and then enable each of the users to have insight into where these items are in the process and when they are approved to go on the BoCC agenda.
  • Ergo Hestia Learn how STU Ergo Hestia SA solved its invoice approval challenge with OpenText MBPM, resulting in more efficient, faster, and faultless payments.
  • Fiat OpenText MBPM is used by Fiat for Invoice Tracking and Verification and gives the company the ability to track the source of incorrect invoices and to address the inaccuracy instantaneously via automated steps.
  • First United Bank Read how First United Bank is leveraging Open Text BPS process and case management solution to manage documents, improve processes, manage exceptions, and provide analytics and reporting.
  • Freiberger Learn how Freiberger used OpenText MBPM to develop an automated and streamlined new product development process.
  • Gaston Memorial Hospital Read why Gaston Memorial Hospital turned to OpenText MBPM to facilitate its transition to an automated organization.
  • Globus SB Warenhaus Holding GmbH & Co GLOBUS headquarters is the central location responsible for processing invoices for internal company expenses, such as those arising from the provision of IT or office equipment, or as part of internal building projects. Learn how GLOBUS used OpenText MBPM to automate and improve these formerly manual and paper-based processes.
  • Great Clips By adopting OpenText MBPM for its critical franchise relationship management processes, Great Clips has been able to standardize its processes and dramatically improve efficiency and productivity in this core area of its business.
  • Interpak Books Learn how Interpak Books has successfully deployed robust rules-driven processes using OpenText MBPM, accelerating their logistics supply chain and increasing internal process visibility.
  • Komatsu Komatsu uses OpenText MBPM for their New Product Introduction process that has increased the speed of information and improved collaboration and knowledge share among employees.
  • Linklaters Linklaters used OpenText MBPM software as the foundation to create and implement its TRACS tool that manages the creation and tracking of all documents. Integrated into Linklaters existing GLIDE site (Global Linklaters Integration Desktop environment), TRACS enables anyone within the organization to request a document to be created and amended.
  • London Underground In 2002, London Underground decided to use OpenText MBPM to improve its Incident Reporting process, known internally as EIRF. Using EIRF, more than 3,000 users across LUL can submit incidents electronically and the system enforces collection of all information it needs for any given incident and reduces errors in filling out forms manually.
  • Mallesons Stephen Jaques Mallesons added OpenText MBPM to its core technology infrastructure to effectively manage its enterprise processes and help establish a corporate-wide BPM initiative to streamline and automate core business processes.
  • Metro Health Hospital Learn more about how the hospital has leveraged OpenText MBPM to automate over 40 processes throughout the organization - resulting in significant cost savings, the elimination of numerous paper forms, faster response times, and greater quality control.
  • Micro Focus See how Micro Focus' OpenText implementation is not just a new IT Service Management Solution, but one that has the capabilities of improving organizational efficiencies across multiple departments such as Facilities, Finance and Marketing, with benefits being realized within only four months.
  • Miller Valentine Miller Valentine Group appointed OpenText to provide an advanced IT Service Management Solution based upon Business Process Management (BPM) architecture. Learn how the flexibility of the OpenText Assure solution has enabled Miller Valentine to transform the way their IT department serves the business.
  • New Trier Township High School New Trier turned to OpenText and its consulting partner Infiniron to automate various internal processes. OpenText MBPM is now being used by the school’s support staff and faculty across both campuses for processes ranging from supply requisition to student services.
  • Polkomtel S.A. Polkomtel selected OpenText to help manage continued growth and the bureaucracy that came with its expansion. OpenText MBPM is being used to improve its internal process controls, provide a more efficient work environment, and maintain a certain level of control and insight over how the business is running.
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  • Rompetrol Having already been successfully using OpenText ProVision for Enterprise Architecture (EA) and Business Process Analysis (BPA) activities, and OpenText Knowledge Exchange as a collaborative work environment, read about how OpenText MBPM now provides Rompetrol with an easy to use tool that has significantly decreased processing times and increased efficiency across the business.
  • Schottenstein Zox & Dunn Learn how SZD used OpenText MBPM to automate nearly 100 processes across the practice - realizing greater agility and efficiency while significantly improving customer service and employee collaboration.
  • Telenor Group Learn how OpenText was able to deliver a flexible and scalable service desk solution across Telenor's HR, Finance, and IT Service Centers.
  • The United States Army National Guard The U.S. Army National Guard is using OpenText MBPM to automate key business processes and reduce administrative costs for the Yellow Ribbon Program, which provides support for soldiers and their families during mobilization and as they reintegrate into society.
  • United Pet Group United Pet Group turned to OpenText MBPM to revamp their Engineering Change Notification process to ensure that products are designed with the appropriate parts and level of input from other departments, thus shortening the engineering process.
  • UST Global UST Global has added OpenText MBPM to its portfolio of solutions that its consultants offer to clients in addition to implementing the software internally. To date, the company has undertaken an in-house development initiative and automated and improved four processes that are key elements that support some of the company’s corporate functions.

Datasheets

  • Business Performance Intelligence for Knowledge Exchange Learn how the OpenText Business Performance Intelligence (BPI) for ProVision/Knowledge Exchange helps unlock Enterprise Architecture information for business architects, practitioners, and business executives alike.
  • Case360 See why organizations are turning to adaptive case management to better serve knowledge work requirements, reaching beyond traditional technology and mindset to be more dynamic and collaborative.
  • Finance Operations: Accounts Payable Find out to gain efficiency and control across your procure-to-pay processes.
  • M3 M3 is the only platform that allows you to start today with the full power to model your business - not just your processes - in a collaborative environment where all users can participate and share their knowledge. This unique platform gives you the best results, faster time to value, and a foundation for future growth across your enterprise.
  • MBPM for Microsoft Office As a Gold Certified Microsoft Partner, OpenText enables you to leverage the latest in Microsoft technology to provide you with a powerful, flexible, and seamless solution for your business improvement projects. Access OpenText Metastorm BPM (MBPM) applications directly through SharePoint, Word, Excel, Outlook, and even PowerPoint to complete, monitor and report on your organization's work - wherever it's most convenient.
  • Metastorm BPM OpenText MBPM delivers a comprehensive solution to make your vision for business improvement a reality. Whether it's customer on-boarding, case management, new product introduction, or regulatory compliance, OpenText MBPM customers are empowered by our visual design environment to rapidly develop and deliver improvements that allow you to outperform business goals.
  • MIM for CICS OpenText MIM CICS frees and enables your CICS applications and data without requiring massive efforts to upgrade systems, add new and foreign architectures, or re-train staff.
  • MIM for Managed File Transfer OpenText's comprehensive data integration solution offers you a unique process-centric approach that rapidly addresses integration challenges that result from the highly diverse range of systems, applications and data sources in today's enterprise. OpenText Metastorm Integration Manager Managed File Transfer (MIM MFT) provides the facilities required to integrate data across all popular computing platforms and data sources.
  • MIM Integration Server Unlike point-to-point integration techniques, OpenText MIM Integration Server orchestrates, manages, and tracks multiple business processes and their activities across diverse system interfaces throughout your enterprise.
  • Mobile BPM Learn how OpenText Mobile BPM for MBPM enables you to contribute to and advance your business processes via iPhone, iPad, Blackberry, or Android devices.
  • OpenText Business Process & Case Management Solutions This brochure provides an extensive overview of OpenText's business process and case management solutions - complete with example screen shots.
  • OpenText in Financial Services: Account Opening Solution Gain control and efficiency in your Customer Onboarding, Account Opening, and Servicing Processes.
  • OpenText managerView See how OpenText managerView is the only solution that gives you the visibility into both your processes and the people that support them to ensure you meet your business goals.
  • OpenText Shared Services Center for IT Learn how you can use process-based applications to continuously improve IT Services.
  • Process Discovery Made Easy: With Microsoft Visio 2010 and OpenText analystView Learn how with Microsoft Visio 2010 and OpenText's analystView add-in, business analysts and process professionals now have access to powerful ready-to-use process discovery, analysis, and collaboration capabilities.
  • ProVision ProVision enables you to capture, present and analyze your entire enterprise - resulting in a thorough understanding of the cause-effect relationships between business strategy, business processes and the systems and technology that support them.
  • Reference Model for Finance & Audit Using the OpenText Finance & Audit Reference Model, you can significantly reduce the time and expense to document financial processes and controls, while improving the overall quality and accessibility of documentation for future maintenance and audits.
  • Smart Business Workspace The OpenText Smart Business Workspace delivers a personalized working environment for the OpenText Metastorm platform that you create and arrange in a way that best suits the way you work. Create a single place to access your applications, other websites, and to find and collaborate with others - allowing you to get more done and make decisions faster.
  • Transform Your Business with OpenText Process and Case Management Learn how OpenText's persona-based Business Process Management Suite (BPMS) delivers an evolutionary approach to process improvement initiatives.

Videos

  • City of Philadelphia Customer Story The City of Philadelphia, one of the largest cities in the United States, has deployed the OpenText MBPM software as the platform for citywide enterprise process automation.
  • City of Richmond Customer Story The City of Richmond is using OpenText MBPM to help take control of its processes through automation. Implementing OpenText MBPM has given the City the ability to make the right strategic decisions on how to streamline and improve its operations - allowing them to create greater efficiency and improve citizen service.
  • OpenText Business Process Solutions - Make Every Moment Matter Make every moment matter in your business. Start the process improvement journey with OpenText Business Process Solutions.

White Papers

  • 5 Steps to Choosing the Right BPM Suite BPM Suites can deliver significant business benefits and fast ROI - but only if you choose the right one. This white paper explains the five steps to selecting an appropriate BPM suite to meet your specific needs and details the best practices for accomplishing each step.
  • Aligning Strategy with Execution - The Secret to Success Strategy and goals set direction, but execution drives results. How can you unify these often disparate paths? The focus of this paper is helping you figure out how to align strategy, analysis, and execution. The secret to success is simple - close the gaps. Eliminate the silos by closing the gaps that exist between them.
  • BPM Primer Just getting started in BPM? This is the perfect document for you. Learn the BPM Fundamentals (A-Z) with this informative whitepaper.
  • Building a Business Case for BPM - A Fast Path to Results You've identified a set of challenges that could be addressed by a BPM solution. This white paper explains how to build a business case for BPM and gain and maintain the executive sponsorship required for a successful BPM project. Includes a customer case study and sample ROI model.
  • Business Process Analysis The push is on for organizations to improve their competitive posture by improving the quality of goods and services, streamlining design and production, minimizing costs and increasing revenue. To accomplish these objectives, an enterprise must optimize its operations. This white paper presents a model-driven approach for business process improvement leveraging OpenText ProVision.
  • Demonstrate Business Value Through Application Portfolio Management Even with the right tools in place, organizations must adopt cultural changes to achieve the promise of application portfolio management (APM). To faciliate full contribution from the business, a top-down approach has proven most successful, wherein executive-level management assigns one or more APM champions. Additionally, organizations shold partner with a vendor offering a comprehensive APM solution that supports both business and IT needs.
  • Increasing IT Value by Connecting Strategy and Execution Connecting strategy and execution aligns IT with business goals and delivers true value to the organzation. This white paper discusses the strategies for aligning IT and businesses as well as the benefits gained when these two often disparate organizational functions collaborate and integrate.
  • Microsoft SharePoint as the Cornerstone of Your Enterprise Process Platform If your organization is already using SharePoint, read this document to better understand how to leverage that investment toward improving enterprise process performance and operations.
  • Moving Enterprise Architecture Teams Out of IT and Into the Business Fusing Enterprise Architecture (EA) and the business requires a fundamental shift in the way IT and the business think about each other. This shift will only occur if executives and individuals from both sides realize the business imperative and support the steps necessary to make it happen. In the end, open communications between the business and IT - at all levels - will be crucial to EA's impact on the bottom line.
  • Navigating the Perfect Storm: Strategies to Cut Costs Without Disrupting Your Supply Chain Explore the challenges and opportunities presented by current market conditions and the immediate results that can be achieved through critical focus in four strategic areas. Along the way, we highlight supply chain companies with best practices implementations and proven results. See how your company can benefit from these useful practices through improved people productivity, process performance, and business visibility.
  • Successful Enterprise Architecture Successful alignment of business and IT maximizes enterprise performance. This white paper describes how organizations can achieve alignment through Enterprise Architecture and provides practical guidance on the steps required to begin putting an Enterprise Architecture in place.
  • What to Look For in a Case Management Platform Find out how selecting the right case management solution - with the right partner - can drive immediate value for your organization, give you a competitive advantage, and improve business performance.
  • When BPM Emphasizes People Before Process The critical links in the process success chain are represented by the activities, wants and needs of all the people involved in the process. From conception to operation - then on to adaptation - process success is determined by the ability of people to interact with processes in a simple, personal and meaningful way. Each major persona group is explained here in detail.
  • Winning in the New Normal: Adaptive Case Management Strategies to Deal with Business as it Happens Think case management is not for you, it's time to think again. This paper reviews examples of the dramatic business impact case management process improvements can have across a variety of industries, including best practice implementations and proven results. We will also highlight winning case management strategies that improve decision making, eliminate paperwork from process, and enhance the overall customer experience.