Key Considerations for Customizing Opentext Exstream__Part2

1. Key Considerations for Customizing Opentext Exs Key Considerations for Customizing Opentext Exstream__Part: tream__Part:2 2 Document Generation: What to Consider Document Generation: What to Consider Opentext Exstream’s document generation capabilities are also a critical aspect of the platform. Here are a few things to consider when customizing document generation in Opentext Exstream: 1. Define Your Document Generation Workflow 1. Define Your Document Generation Workflow Opentext Exstream provides a range of features to help you streamline your document generation workflow. To make the most of these features, you’ll need to define your workflow upfront. How will documents be created and generated? Who will manage the approval process? How will documents be stored and distributed? Answering these questions will help you create a more efficient document generation process and ensure that your communications are always accurate and up-to-date.

2. 2. Optimize Document Generation for Different Channels 2. Optimize Document Generation for Different Channels Opentext Exstream can generate documents for a wide range of channels, including print, email, and mobile. However, each channel has its unique requirements and constraints that you’ll need to consider. For example, emails may need to be shorter than printed documents, and mobile documents may need to be optimized for smaller screens. By optimizing your document generation workflow for each channel, you can ensure that your communications are effective and engaging regardless of the channel. 3. Plan for Doc 3. Plan for Document Management and Archiving ument Management and Archiving Generating large volumes of documents can quickly become unwieldy without a solid plan for document management and archiving. Opentext Exstream provides tools for managing and storing documents, but you’ll need to define your document management strategy upfront. Questions to consider include: How will documents be stored? Who will be responsible for document management? How will archived documents be accessed and searched? Having a solid document management and archiving plan in place will ensure that you can easily find and access critical documents when you need them. Conclusion Conclusion Opentext Exstream is a powerful platform that can help businesses improve their customer engagement through personalized, high-

3. quality communications. However, successful customization of the platform requires careful consideration of key factors like content personalization and document generation. By defining your personalization strategy, determining your data requirements, planning your template structure, optimizing document generation for different channels, and planning for document management and archiving, you can ensure that your Opentext Exstream implementation is successful and delivers the results you need. Accelerate upgrades & reduce risk by partnering with Bentech’s experts. Customers with Bentech’s OpenText Professional Services- led upgrades or other implementation projects reported a 75% reduction in inquiries to customer support. Let our experts work with your in-house teams to assess your current environment and prepare recommendations for a successful upgrade, whether on-premises, in the cloud, or in a hybrid environment. To learn more, check out our Services page, or Contact us directly.