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    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.

    Platforms

    Products > OpenText BPM Suite

    Case Studies

    • 1199 NBPF Read about how 1199 NBPF deployed OpenText MBPM to help re-engineer their Pension Department operations by automating and controlling the complex, multi-step processing of more than 5,000 monthly applications.
    • Acerta Used within both Acerta's Family Allowance Fund and Social Insurance Fund, OpenText's process management solutions enabled Acerta to minimize storage requirements, prevent files from being mislaid, and have simultaneous multiple-user access to documents for enhanced customer service.
    • Achmea Achmea has implemented OpenText's Business Process Management solution for the efficient, digitized performance of all of its policy records management tasks, resulting in increased productivity by more than 20%, and greater customer satisfaction.
    • 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.
    • ADP Netherlands Using OpenText MBPM (formerly Metastorm BPM), ADP Netherlands has developed a more efficient managed services payroll process with less human intervention and better process management.
    • ADP Streamline Learn how by using OpenText MBPM (formerly Metastorm BPM), ADP Streamline developed a secure, online environment for clients to access critical information through a Web interface and electronically manage all payroll procedures in one place.
    • Aegon Learn how OpenText's solution has enabled AEGON to more efficiently control the over 50,000 inbound invoices, reducing their invoice processing time by a month.
    • AES PHEAA See how AES deployed OpenText's BPM Suite to automate their business processes, increase document access efficiency, and reduce document processing and storage costs. The new system affords them with 24x7 availability, disaster recovery procedures, improved loan processing, and provides the necessary scalability to support future growth.
    • AKPK Suffering from manual processes and a growing number of applicants enrolling in their Debt Management Program, AKPK deployed OpenText MBPM to help manage the automation of their business processes. Learn how AKPK reduced the average turnaround time for processing customer applications from 60 days to within 30 days.
    • Allen & Overy LLP Allen & Overy selected OpenText MBPM to automate its matter inception process firm-wide. The firm began with a pilot system and today its production system is at an advanced stage and is integrated into the firm’s Thomson Elite system.
    • Alliance Healthcare Alliance Healthcare (Distribution) Ltd. uses OpenText MBPM to manage its Trading Agreement Proposal (TAP) process – a critical set of procedures related to bringing on new customers and agreeing to the contract terms. Learn how OpenText MBPM helped transform these manual procedures into an automated, streamlined, and highly efficient process.
    • AMEC Learn how AMEC, an international engineering and project management company, is successfully using the OpenText Business Transformation Platform to support its enterprise-wide "Operational Excellence" business transformation effort.
    • 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.
    • AMTI Read more about how AMTI is using OpenText MBPM to improve their internal processes for purchasing, travel and support, resulting in faster processing times, fewer data entry errors, improved traceability and increased user satisfaction. AMTI is also extending the solution to support their own clients.
    • Anthem Blue Cross Blue Shield Anthem deployed OpenText's BPM Suite to eliminate its paper-based processes and streamline its claims processing operations to provide world-class service and processing efficiency.
    • ANWB Royal Dutch Touring Club Learn how the OpenText solution provided ANWB's Europe-wide emergency center staff with multi-user, real-time access to incident-related documents, ensuring fast resolution of incidents through controlled and automated document workflow.
    • AXA AXA deployed OpenText's solution to integrate its business units' workflow and develop a sophisticated case management system. The bank now provides better and faster customer service while cutting operational costs.
    • Bachman Group Learn more about how Bachmann used OpenText MBPM to standardize and automate core business processes and assist with "'Know Your Client" compliance.
    • Baker Hostetler Baker Hostetler turned to OpenText MBPM to automate processes across the practice. Learn more about how Baker Hostetler has leveraged the OpenText technology to successfully automate its New Business Intake process and revamp other core procedures - increasing overall efficiency and significantly expediting process life-cycles.
    • Banca Popolare di Sondrio Read how Banca Popolare di Sondrio is using OpenText MBPM and OpenText ProVision to fulfill its business process analysis (BPA) and business process management (BPM) needs to transform the business, especially around Mortgage Loan Processing, Dossier Management, and Digital Signatures.
    • Bendigo Bank Learn how Bendigo Bank has used OpenText MBPM for Dispute Resolution Management, achieving an 80% reduction in its Dispute Resolution procedural errors, faster resolution of customer queries, and increased turnaround on cardholder reimbursements.
    • 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.
    • BoatUS Read about how using OpenText BPS has reduced BoatUS's application processing time from two days to 20 minutes, decreased costs across the company, and improved workflow for claims underwriting and records management.
    • 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.
    • Carlson Marketing Canada Learn how Carlson Marketing Canada was able to integrate OpenText's solution with their Microsoft investments to accelerate processing of proposal requests, enhance data quality, and enable improved worker productivity.
    • Channel 4 Channel 4 leverages OpenText MBPM to automate its eCommissioning processes to accept, approve and engage vendors for commissioned work. Read more about how Channel 4 was able to reduce proposal response time from more than 2 weeks to as few as 24 hours and is now able to produce more timely news pieces.
    • Chartis See how Chartis was able to reduce submission-to-quote time by 33%, total cost per application more than 60%, and underwriting cycle time from 48 hours to under two hours, while eliminating all paperbased backlogs with OpenText's case management solution.
    • 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 Norfolk The City of Norfolk turned to OpenText MBPM to automate its processes city-wide. Since most city functions are process-driven, OpenText MBPM gives the City of Norfolk the tool it needs to automate endless applications - therefore enabling them to be more efficient and to increase accountability.
    • 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 Vancouver By deploying OpenText BPS, the City of Vancouver was able to reduce processing time from weeks to days, saved nearly $400,000 a year by eliminating the need to manually search for records to answer inquiries, and ensured compliance with hundreds of regulatory issues.
    • 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 Gay OpenText MBPM is being used by Cooper Gay for compliance with FSA regulations with minimal effort and expense, in addition to streamlining business processes enabling employees to focus on more business critical tasks.
    • 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.
    • Cornerstone Tax Advisors Since adopting OpenText MBPM, Cornerstone Tax Advisors have successfully implemented a web-based information submission platform, resulting in standardized templates, improved accuracy and consistency of information across its enterprise.
    • Crédit Agricole Learn how Crédit Agricole implemented electronic customer files that enable faster processing, back office optimization and compliance with regulations.
    • Credit Lyonnais OpenText BPS provides electronic management of storing, classifying and consulting documents for 35 business specific applications including inheritance, life assurance, securities, electronic cash, etc. resulting in improved customer service and lower operating costs.
    • 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.
    • Deutsche Post Learn how Deutsche Post was able to consolidate pension benefit processing centers and improve the skill sets and productivity of its employees by deploying OpenText MBPM within the Human Resources division.
    • Dexia Bank Learn how Dexia Bank implemented OpenText's case management solution to optimize its document digitization and dossier management processes to increase efficiency and reduce costs.
    • Dispute Resolution Services Ltd DRSL needed to manage its core processes more effectively and chose OpenText MBPM to help manage and grow the business while keeping overhead to a minimum and also minimize the potential for error, duplication and data integrity issues in both its everyday work and its formal reporting processes.
    • Dr. Scheller Dr Scheller selected OpenText MBPM to create a more efficient product development process with greater transparency for its staff.
    • Duane Morris Duane Morris LLP has successfully implemented OpenText MBPM resulting in improved client responsiveness, enhanced productivity, and ensured adherence to business intake rules and ethical standards.
    • Ehrhardt Keefe Steiner & Hottman PC Learn how EKS&H has used OpenText MBPM to assist with its enterprise-wide automation initiative to help it better serve clients and improve its ability to retrieve customer information and reports when needed.
    • 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.
    • Eniro OpenText MBPM was implemented by Eniro alongside Siebel in its centralized call center operations and now all customer-facing advertising change requests are sent and handled electronically.
    • Ergo Hestia Learn how STU Ergo Hestia SA solved its invoice approval challenge with OpenText MBPM, resulting in more efficient, faster, and faultless payments.
    • Europ Assistance Europ Assistance used OpenText ProVision to redesign their entire organizational structure in order to be more aligned with customer needs and market trends. Europ Assistance then leveraged the improved design by automating critical processes, such as customer service requests and claims, through OpenText MBPM to ensure a faster and better customer experience and continue to improve those experiences as their business evolves.
    • Europabank Learn how the OpenText BPS solution allows Europabank to maintain the highest levels of customer service, including quick access to documents on-screen, faster document processing, and elimination of document loss.
    • 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.
    • Glacier Financial Services Glacier Financial implemented OpenText MBPM to help grow its business and better serve its clients. Glacier has streamlined the way processes are deployed and now has all client facing processes automated and centrally accessible with the ability to implement new products and processes much easier.
    • 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.
    • Goodmans LLP Learn how OpenText MBPM has provided Goodmans with an enterprise platform to streamline and automate its core administrative and legal procedures.
    • 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.
    • Hampshire County Council The Hampshire County Council selected the OpenText MBPM Suite to create OT Direct, a collaborative call center and case management solution.
    • Highgrove Learn how Highgrove used OpenText MBPM software to rapidly develop powerful and flexible applications for running all client-facing operations.
    • 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.
    • Irish Life Irish Life implemented OpenText's process solutions to automate workflow, enhance reporting and improve decision making. Learn how Irish Life achieved a 35% increase in productivity and improved customer service.
    • Kansas City Power & Light KCP&L deployed process and document management solutions from OpenText BPS to provide a highly scalable document management and workflow system for multiple departments to integrate all customer touch points, increase business speed, and improve customer service.
    • Kean Miller Kean Miller has successfully implemented OpenText MBPM to streamline its New Business Intake procedure, and further automate its Conflict Approval procedure. Learn how OpenText is helping the firm to become a more paperless practice, broaden its process capabilities, and enabling it to improve productivity and optimize resources.
    • 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.
    • London Verzekeringen Learn how London Verzekeringen deployed OpenText BPS process solution to digitize and manage their documents and automate the processing of applications for new insurance policies, generate new policies, and alter existing policies.
    • Louisiana Department of Social Services The OFS Fraud and Recovery Section selected OpenText MBPM to manage its investigative activities. Read how with OpenText MBPM in place, the agency can now process more cases per investigator, monitor case load weaknesses, assess its performance against federal standards, and recoup misused funds in a shorter period of time.
    • Lufthansa Miles & More Using OpenText MBPM, partner arvato developed a project called SWIMM - Scanning & Workflow Integration Miles & More - to redesign and automate Lufthansa's Miles & More procedures. Learn more about how the solution has helped decrease transport and logistics costs and accelerated customer response times.
    • 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.
    • Martineau Johnson Martineau Johnson chose OpenText MBPM as a backbone to rationalize processes and improve the way in which staff operates with external contacts. Learn how the solution has enabled Martineau Johnson to deliver faster and more efficient internal procedures while freeing up valuable staff time and increasing billable working hours.
    • McKenna Long & Aldridge McKenna Long & Aldridge still practices law the old fashioned way, but has used OpenText MBPM for the automation of new client matter intake procedures.
    • 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.
    • Michael Best & Friedrich LLP Read how Michael Best Friedrich leverages OpenText MBPM for its new matter intake process to improve efficiency, increase approval times, and reduce errors associated with manual entry.
    • 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.
    • Mid Devon District Council Mid Devon District Council sought to better serve citizens through improved customer service and increased efficiency. To address these challenges the Council invested in e-Service Desk from ICCM which is built on top of OpenText MBPM.
    • 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.
    • Morrison & Foerster Morrison Foerster used OpenText MBPM to automate critical legal processes resulting in efficient, adaptable and automated processes, and the ability to document the due diligence that takes place before signing on a new client or taking on a new matter.
    • Morse Morse deployed OpenText MBPM as the foundation for its newly-automated Order Management System and enabled it to achieve best practices and adhere to the ISO and SLA standards that are extremely critical to its organization.
    • MSB International MSB turned to OpenText MBPM to automate its internal processes in support of its re-focus on customer service. Learn how OpenText MBPM helped the company eliminate extraneous processes giving them the ability to manage critical business processes across multiple locations.
    • MTN Group Using OpenText to digitize a formerly cumbersome paper-driven contract application process, MTN was able to reduce the time taken for new customer approvals, reduce the administrative overhead and the associated complications of the retention of paper records.
    • Nationwide Building Society Learn how OpenText worked with Nationwide to implement a BPM platform to replace their legacy workflow management solution and improve customer account opening and servicing.
    • 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.
    • Newcastle Building Society Learn how Newcastle Building Society replaced their manual, paper-based systems with an integrated OpenText BPM solution that increased their processing time, improved customer service, and has allowed the Newcastle to effectively manage peaks in workload.
    • North Staffordshire Health Intelligence Service North Staffordshire NHS Trust created an electronic referral and discharge system using OpenText MBPM, providing faster patient care, improved data accuracy, and visibility into referral delays and bottlenecks.
    • Northamptonshire Fire and Rescue OpenText MBPM has enabled Northamptonshire Fire and Rescue to improve its operations and regulatory compliance. The added visibility, accountability and enhanced functionality at reduced cost ensure that Northamptonshire delivers superior, life-saving service to its citizens.
    • Nottingham University The University of Nottingham used OpenText MBPM to develop an automated Authority to Fill a Post process. The new system allows management and staff to initiate and track the status of requests throughout the process.
    • NY State Teachers' Retirement System Learn how NYSTRS has trimmed months off member application processing time, gained greater control of workflows, is able to measure staff productivity, and has dramatically improved service to members.
    • Pannone LLP Pannone turned to OpenText MBPM to automate procedures for new file opening, and now has an enterprise platform to streamline and automate its core legal procedures.
    • Philippines Land Transport Office Learn how by leveraging OpenText business process solutions, the Philippines Land Transport Office (LTO) was able to convert all of its paper-based application and processing forms into an electronic process management system, transforming the LTO into a tight, highly efficient organization.
    • Pinellas County - Clerk of the Circuit Court Read more about how Pinellas County implemented OpenText to serve as the foundation for a new official records repository. Today, official records are imaged into the system where OpenText's case management technology is responsible for managing requests, pulling inquiries, and providing a reliable platform for future growth.
    • 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.
    • Quarles & Brady Striving to achieve automation while maintaining trusted and proven industry expertise with superior customer service, Quarles & Brady chose OpenText MBPM to improve its New Matter Intake process and, ultimately, to integrate with its other systems, revamp other core processes, and enhance overall productivity and efficiency across the practice.
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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.
    • RTE Television Learn how RTE Television developed an eCommissioning System using OpenText MBPM that handles the electronic submission of program proposals providing the ability to handle a larger volume with the same staff, and created a self-service website to enable external producers to submit and track program proposals completely online.
    • Sagicor Read about how the OpenText BPMS has streamlined Sagicor's processes by eliminating paper and automating workflow. What had been a fairly rigid, sequential, manual process requiring duplicate data entry was redesigned as a flexible, secure, automated and optimized New Business workflow capable of supporting Sagicor's organic growth strategy.
    • 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.
    • Screen Actors Guild / PPHP (SAG) Learn more about how the SAG is now able to balance workloads, integrate audit points into the process, and quickly retrieve claims documents in support of the 750,000 medical claims they receive each year with OpenText's case management solution.
    • Stirling Council Learn how Stirling Council chose OpenText MBPM as a backbone to drive processes within and between its contact center and service departments.
    • Sumitomo Mitsui Banking Corporation Learn how Sumitomo Mitsui Banking Corporation is using OpenText MBPM for New Customer Intake and Basel II and Patriot Act Compliance.
    • Symetra Financial Life Insurance Company Read more about how OpenText's process solution has streamlined Symetra's processes by eliminating the paper and automatically routing electronic documents to their staff and outside vendors. The Life and Investment group realized a 67% increase in work capacity without adding additional staff.
    • 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.
    • Telstra Super Learn how Telstra Super's implementation of OpenText's process solution enabled them to boost capture and retention of members, reduce operating costs and improve customer service levels and efficiencies beyond industry averages.
    • Texas Secretary of State Learn how OpenText BPM has extended the reach of the Business and Filings division via their Web site, eliminating manual copy tasks and improving service to the public, reduced labor-intensive tasks required to support public requests for information and records, and made corporate certificates available online.
    • 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.
    • U. S. Social Security Administration, Office of the Inspector General OIG is currently using OpenText MBPM as the basis for its National Investigative Case Management System (NICMS). The NICMS is used by SSA to track detailed information pertaining to allegations and cases of fraud, waste and abuse in SSA programs.
    • U.S. Department of Justice - Office of Federal Detention Trustee Using OpenText MBPM, the DOJ OFDT created eDesignate - a paperless case management system that support cross-agency collaboration on detention issues. The system is used to manage the prisoner designation process from the Courts, the United Marshals Service (USMS), and the Federal Bureau of Prisons (BOP).
    • UBS Italia Using OpenText MBPM, UBS Italia was able to gain visibility and control into complex, competing processes, as well as significantly reduce the time spent on new client on-boarding and document archiving.
    • United Guaranty Corporation United Guaranty deployed an OpenText case management solution to create a centralized document management repository to provide seamless, automatic process management, and increase employee productivity and satisfaction.
    • 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.
    • United States Air Force The U.S. Air Force uses OpenText ProVision and OpenText MBPM for Lean Six Sigma. Learn how the Common Integration Environment Business Process Reengineering Transition resulted in increased efficiencies, reduced costs, enhanced productivity, and significant ROI.
    • US Department of Homeland Security Read how the US DHS deployed Case360 as the enterprise solution for handling eFOIA requests, putting an end to their manual, paper-based processes while improving operations and responsiveness.
    • US Department of Homeland Security - Chicago District Office Read how OpenText MBPM has helped the Chicago District Office increase productivity and efficiency, improve customer satisfaction through faster response times and drastically reduce its backlog of correspondence.
    • 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.
    • Vodafone Italia Learn how Vodafone Italia automated customer contracts processing, increased account activations and operating margins, eliminated data errors, and improved activation process monitoring with OpenText Business Process Solutions.
    • Vorys, Sater, Seymour and Pease Vorys, Sater, Seymour & Pease selected OpenText MBPM to begin converting its manual procedures into streamlined, efficient, automated processes. Learn how the firm has leveraged OpenText MBPM across its enterprise for the automation of its most critical legal processes.
    • Washington Wizards Learn how the Washington Wizards have increased the productivity, efficiency, and collaboration of the scouting process by implementing OpenText MBPM.
    • Webber Wentzel Bowens To help meet compliance requirements, the firm turned to OpenText MBPM and today, WWB has set a standard in South Africa as the first legal firm to properly adopt BPM for FICA compliance.
    • Western United Read how Western United reduced costs for processing claims, improved processing performance for their claims and underwriting departments, and improved customer service during a significant growth period.
    • World Intellectual Property Organization (WIPO) WIPO used OpenText MBPM to create a new electronic leave request system that has reduced the time spent by employees and managers in handling leave requests. Now a process that previously took three to four days can be completed in fifteen to thirty minutes.

    Datasheets

    • Aggregate Spend Management With the OpenText Aggregate Spend solution, see how our our Life Sciences customers are able to model all business processes related to HCP spend across the organization, align these processes to corporate compliance policies and legal regulations, create dynamic business rules to govern the processes and enforce guidelines, provide automated reporting and audit trails to document compliance, and ultimately ensure these companies have the required process documentation and information available for the required reporting stipulated by the Sunshine Act and the 10+ state reports required.
    • Business Performance Intelligence OpenText Business Performance Intelligence (BPI) dashboards enhance the OpenText Business Transformation Platform by adding advanced capabilities for the visualization and analysis of real-time and historical business activity. OpenText customers can use these intuitive dashboards to identify changes in business activity, spot historical trends, react more quickly and proactively capitalize on opportunities.
    • Business Transformation Platform With a focus on helping organizations achieve their revenue and profitability goals through better visibility, resource optimization, operational efficiency and agility, OpenText alone combines the capabilities of enterprise architecture (EA) and IT planning, business process analysis (BPA), and business process management (BPM) into an integrated software suite, enabling organizations to drive greater improvements faster than any other vendor providing an offering in one of these areas.
    • Claims Solution for Property & Casualty Accelerate claims settlement for improved business performance with our OpenText Claims Solution for property & casualty.
    • Client Onboarding OpenText MBPM for Client Onboarding is a highly flexible platform that enables you to not only customize a solution to suit your company's unique onboarding process today, but to also remain agile and able to adapt the solution based on client feedback and additional improvements that you discover over time.
    • Finance Operations: Accounts Payable Find out to gain efficiency and control across your procure-to-pay processes.
    • 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.
    • 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.
    • Oil and Gas Upstream Operations OpenText's capabilities can enable you to optimize your Upstream operations to advance your position in the global marketplace.
    • OpenText Authorization for Expenditure See how Authorization for Expenditure for Upstream Oil & Gas processes automates the data gathering, review and approval of estimated expenses for well management, allowing effective control of capital budgets and expenditures.
    • 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 eCommissioning OpenText eCommissioning is a proven solution that automates and optimizes the commissioning process. Ensure that you are able to rapidly consider all submissions and process those that are approved without interruption so that good ideas aren’t lost to competitors.
    • OpenText Healthcare Mobile Learn about the best in class in the healthcare mobile development platform. Both clinicians and patients expect healthcare provider organizations to provide innovative tools, such as mobile applications, that overall enhance patient care and delivery of services. To be a competitive healthcare provider it is imperative that your organization adopt the new business model for information access that mobile offers and make the most of the new types of engagement we work with today. OpenText Healthcare Mobile provides a powerful mobile application development technology that healthcare organizations or software vendors can use to create, develop, and deliver clinical and administrative mobile applications supporting both inside and outside the firewall environments across any mobile device.
    • OpenText in Financial Services: Account Opening Solution Gain control and efficiency in your Customer Onboarding, Account Opening, and Servicing Processes.
    • OpenText in Financial Services: Loan Processing Solution Gain control and efficiency in your loan origination and servicing processes. Learn how OpenText provides banks, credit unions and other lending organizations a dependable foundation upon which to improve loan processing.
    • OpenText in Insurance: New Business Solutions OpenText provides New Business and Underwriting solutions that automate paper and process to deliver the productivity gains and speed necessary to defend and improve your market position.
    • OpenText in Legal Services: New Client Matter Intake Solution The OpenText New Client Matter Intake (NMI) Solution is based on our flexible Metastorm BPM framework that streamlines new business intake, automating this cumbersome manual process.
    • Opentext in Life Sciences: Site CTMS The OpenText Site Clinical Trial Management System (CTMS) provides a flexible, web-based solution for research organizations to significantly improve study startup operations. See how.
    • 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 Process and Case Management Solutions for SharePoint Combining SharePoint's collaboration, content management and portal capabilities with OpenText's powerful workflow and end-user applications, you can turn your existing investment into a platform for enterprise-wide process and document management while enjoying faster user acceptance and adoption.
    • OpenText Shared Services Center Learn how you can use process-based applications to continuously improve business and IT Services.
    • OpenText Shared Services Center for IT Learn how you can use process-based applications to continuously improve IT Services.
    • Regulatory Submission Document Automation Learn how by automating submission document processes with business process management (BPM) software from OpenText can alleviate burdens by significantly reducing end-to-end process cycle times, and enforcing adherence to submission deadlines.
    • 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.

    eBooks

    • How to Gain Competitive Advantage by Automating Client Onboarding Banking and investment management has entered a new competitive era where customer service and managing the customer experience are clear differentiators - crucial for success. Nowhere is it more crucial than in your first interaction with a new client. This eBook gives you the practical advice you need to build a business case and align investment client onboarding with your business drivers and goals - to gain competitive advantage.

    Videos

    • Allergan Customer Story Allergan, a multispecialty healthcare company, shares insight on why enterprise architecture, business process analysis and business process management were an investment priority for the company and how these technologies have benefited multiple groups within the company.
    • Asia United Bank Customer Story Asia United Bank reduced loan application processing time by 50-70% in 3 months by reducing manual steps and paper in the process, consolidated and streamlined operations by having all electronic documents in virtual case folders instead of multiple different systems. The bank improved customer service by enabling loan processors to have more time to help clients.
    • Channel 4 Customer Story See how Channel 4 leverages OpenText MBPM to automate its eCommissioning processes to accept, approve and engage vendors for commissioned work.
    • City of Norfolk Customer Story The City turned to OpenText MBPM to automate its processes city-wide. Since most City functions are process-driven, OpenText MBPM gives the City the tool it needs to automate endless applications - therefore enabling the City to be more efficient and to increase accountability.
    • 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.
    • Deutsche Post Customer Story Learn how Deutsche Post was able to consolidate pension benefit processing centers and improve the skill sets and productivity of its employees by deploying OpenText MBPM within the Human Resources division.
    • Eversheds Customer Story The automation of business processes using the OpenText BPM software has enabled Eversheds to efficiently manage critical processes -- including new matter intake -- in an auditable environment for enhanced productivity and collaboration across the firm.
    • First United Bank Customer Story Learn how First United Bank and Trust unified operations, ensures regulation compliance and improved customer service with OpenText Business Process Solutions.
    • Glacier Financial Services Customer Story Glacier delivers a variety of financial products for the South African affluent market on behalf of Sanlam, a leading financial services group and one of the top two insurance companies in South Africa. The company implemented OpenText MBPM to help grow its business and better serve its clients. Glacier has streamlined the way processes are deployed and now has all client facing processes automated and centrally accessible with the ability to implement new products and processes much easier.
    • Hogan & Harston Customer Story Hogan & Harston LLP is a Global 50 law firm that began its use of the OpenText MBPM software by automating a mission-critical new business intake process. Recognizing the need to enable highly mobile legal professionals to participate in key, time sensitive client matter and legal conflict reviews while away from the office, the team also built a OpenText MBPM application for the Blackberry wireless device and has deployed it to more than 900 of the firm's partners, attorneys and other key employees.
    • IKON Office Solutions Customer Story IKON Office Solutions is the world's largest independent channel for copier, printer and MFP technologies. IKON has used the OpenText MBPM software to automate its Sales Order process. The process was standardized and improved, providing end-to-end visibility of critical business and process data.
    • Nationwide Building Society Learn how OpenText worked with Nationwide to implement a BPM platform to replace their legacy workflow management solution and improve customer account opening and servicing.
    • 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.
    • UniChem Customer Story UniChem is a leading distributor and wholesaler of pharmaceutical, medical and healthcare products in the UK. The company has implemented the OpenText MBPM software to transform its Trading Agreement Proposal (TAP) procedures into an automated, streamlined and highly efficient process.

    White Papers

    • Three Strategies to Ensure Profitable Loan Processing Learn about the three proven operational strategies to improve loan processing.
    • 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.
    • Breaking with Tradition in the Insurance Industry: Strategies to Insure Operational Efficiency and Future Growth Explore best practices for process improvement in the Insurance sector, including real world case studies.
    • 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.
    • Completing the Patient Record Using OpenText Healthcare Records Management The OpenText Healthcare Records Management white paper describes the lifecycle of both clinical and non-clinical content used by clinicians in their provision of patient care. The paper discusses the various stages from capture to propagation of information across the enterprise. It discusses how OpenText healthcare technologies fill the gap that exists in most electronic medical records strategies where unstructured content is not inherently managed by the EMR. Bringing to light how organizations need to have such ECM system in place in order to manage the high volume of content on an enterprise-wide scale whilst also supporting business and clinical workflow processes. Finally, discover how by bridging structured and unstructured content, business processes, and workflows organization can complete the patient records and provide clinicians with the sought after longitudinal patient view.
    • Good - Great - Extraordinary: Transform Your Business With OpenText To help organizations quickly establish a foundation for good business and IT services and then transform them to extraordinary, OpenText’s Assure helps define, manage, and optimize a portfolio of process-enabled services on which the business can run. Read more to learn how.
    • Increase Firm Profitability with Adaptive and Efficient Operations Learn how law firms, such as Allen & Overy, DLA, Duane Morris, Foley & Lardner, Freshfields, Hogan & Hartson, and Jones Day have reduced the burden of administrative paperwork, overhead and process inefficiencies to boost lawyer productivity in this informative white paper.
    • 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.
    • Manage the Complete Patient Record to Enhance Patient Care and Control Costs Storing and managing patient records in different formats and locations creates obstacles, risks, and costs - particularly for large or multi-site healthcare providers. When clinicians work with incomplete information, patient safety or quality of care may be compromised. The OpenText Healthcare Records Management executive brief highlights the features and benefits the OpenText HRM solution brings to Healthcare providers; as risks, costs, and inefficiencies can be reduced or eliminated with a system that captures, processes, distributes, secures, manages, and archives all information for an individual patient.
    • 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.
    • 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.
    • Retail Banking: Strategies to Improve Efficiency Without Breaking the Bank This paper describes how Business Process Management (BPM) technologies, including case management solutions and business architecture tools, can help retail banks reduce operational costs, eliminate significant streams of paperwork in their processes, empower their staff for greater productivity, and forge the kind of customer relationships that banks need to survive. Along the way, we highlight financial institutions with best practices implementations and proven results.
    • 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.