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reviewer2297748 - PeerSpot reviewer
Systems Analyst at a university with 10,001+ employees
Real User
Search is pretty powerful but the annotation tool needs improvement
Pros and Cons
  • "Being able to search is valuable. Its search is pretty powerful. We are able to search for specific text, and it points us to the document that has that text. That is pretty powerful."
  • "The annotation tool needs improvement. In other tools, such as Hyland OnBase, you can easily do annotation. You can easily merge documents. You can easily compare documents, whereas with OpenText, it seems to be a challenge."

What is our primary use case?

We use it for document storage. We also use it for reporting purposes, but mainly, it is for document storage.

How has it helped my organization?

The challenge that we were trying to address by implementing Extended ECM was the performance issue in terms of the time taken to pull up a document. We are still searching for a good tool to be able to do annotation. We currently use Brava, and our end users are not very happy with the experience with this tool. We would also like to learn more about the tool so that we do not have to do a lot of customization. Currently, some of the implementations that we work on require some customization, and they are hard to maintain as we do our upgrades.

We are jumping from an old tool to this new one, so we have not been able to optimize it yet because we are still not 100% familiar with it. We would like to improve the business processes for the users. I am looking into how to easily integrate this OpenText tool with any other existing application that we have, such as PeopleSoft or Oracle Cloud, to be able to easily look up a document within any existing application. The integration piece is what we need to improve. That probably is something that has been one of the selling points or one of the items that we were not able to do in our old tool. With OpenText, we are using integrations, and that is the main improvement that I see so far. It is just a matter of how to further improve them.

Extended ECM has helped to connect our content to our business processes. People rely on the tool a lot. They upload documents almost on a daily basis. It has had a good impact. We want people to be able to log in to the system and easily pull up a document and compare the data to another application. It has definitely impacted them on a daily basis.

Extended ECM has helped to maintain productivity in our organization.

What is most valuable?

Being able to search is valuable. Its search is pretty powerful. We are able to search for specific text, and it points us to the document that has that text. That is pretty powerful.

What needs improvement?

The annotation tool needs improvement. In other tools, such as Hyland OnBase, you can easily do annotation. You can easily merge documents. You can easily compare documents, whereas with OpenText, it seems to be a challenge. You need an additional tool to do that. I am not quite sure why that has to be an additional feature because, with the old tool that we use, OnBase is already delivered. That is a very old version of the tool. It seems like OpenText is still trying to explore.

We still do not know enough about this tool. We are still trying to learn or figure out where we can find the information. It would be great if there were easy-to-follow user guides or videos that tell us the top 10 or 20 features that we should know about OpenText. It would be helpful to know how to do something from a development perspective rather than from a user's perspective. It would be helpful to know how to easily develop a report or a workflow. It will help people to do all the configuration and use the tool.

Buyer's Guide
OpenText Extended ECM
February 2025
Learn what your peers think about OpenText Extended ECM. Get advice and tips from experienced pros sharing their opinions. Updated: February 2025.
838,640 professionals have used our research since 2012.

For how long have I used the solution?

I have been using Extended ECM for five years.

What do I think about the scalability of the solution?

It depends on the users and their vision and how much they want to invest in a product. They can then go from there. The product itself is good. They have good direction, but it is just a matter of whether the customers or end users can follow that direction. Each office or institution has its own challenges.

How are customer service and support?

My colleagues can answer this better, but it depends on how you ask the question and whether you get the right person to assist you who knows that area. The first couple of times, the experience was different because they did not quite understand the question or that area, but over the years, we understand the structure a little bit better. It is a matter of asking the right question and then finding the right person who can help us. There are some challenges here and there, and overall, I would rate their support a seven out of ten.

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

We were using another tool, but there were not many options to integrate. There was no out-of-the-box solution. We had to do customization to do the integrations. It was a fairly old tool, whereas OpenText is more modern.

How was the initial setup?

Its initial setup was complex. Each implementation is different, but the most important thing is to gather the right stakeholders from the beginning of the project. Make sure that you are asking the right questions to collect business requirements correctly, and then you have to control the scope. To be able to complete the project, you have to control the scope of the project.

What was our ROI?

It is good. In general, people are heavily using it. They rely heavily on integrations. It is not just pulling up a document and looking at it. They are looking at the data within another system and then comparing it. They no longer use the tool just for storage. They kind of multitask in two different systems at the same time. They are looking at the document, and they are also looking at the data within another application.

What other advice do I have?

Overall, I would rate Extended ECM a seven out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Jaclyn Turner - PeerSpot reviewer
Operational Support Analyst at Pacific Life
Real User
Increases productivity, keeps us organized, and helps with document retention
Pros and Cons
  • "Being able to tag metadata on documents and being able to have different workspaces in there for our documents is valuable. We do loan documents, and different types of documents have different types of retentions. We are able to categorize based on that, and we are able to do tag searching to find what we are looking for."
  • "A dashboard with information would be nice to see."

What is our primary use case?

We use the archive as our official repository for all of our finalized documents.

By implementing Extended ECM, we wanted to have a central location for all finalized documents so that everyone knows where to go and look for them. We also wanted to have retention around documents.

How has it helped my organization?

It is keeping us organized. It is putting retention around documents. It provides a centralized location for our documents.

Extended ECM has absolutely helped connect our content to our business processes. It has been very beneficial for employees' experience. Everyone knows where to find the information that they are looking for. They are not searching through different S drives, network locations, or random numbers.

Extended ECM has absolutely helped to increase productivity in our organization. There is about 50% improvement.

The integration of Extended ECM with applications has not yet helped eliminate content silos in our organization. If we did make those bridges, I could see how that would help. I am hopeful we can bring that recommendation to the company.

What is most valuable?

Being able to tag metadata on documents and being able to have different workspaces in there for our documents is valuable. We do loan documents, and different types of documents have different types of retentions. We are able to categorize based on that, and we are able to do tag searching to find what we are looking for. There are a lot of good features.

It is easy. The usability is there. It is easy to navigate through.

What needs improvement?

A dashboard with information would be nice to see.

For how long have I used the solution?

I have been using OpenText Extended ECM for three years. It probably was not called Extended ECM then.

What do I think about the stability of the solution?

It is stable.

What do I think about the scalability of the solution?

It is scalable.

How are customer service and support?

I have not contacted their technical support. We use managed services. It is not on-prem for us. It is managed. I contact our support, and they contact OpenText's support.

Which solution did I use previously and why did I switch?

We were using FileNet, but I was not personally there at the time. I came to the company later. I do not know all the details about it, but they switched because FileNet just was not meeting business needs. 

How was the initial setup?

I am not involved in the setup piece. I am the bridge between IT and business users.

What other advice do I have?

To a colleague at another company who says they do not need Extended ECM because they are invested in Microsoft solutions, I would just encourage them to look at different retention pieces and have the ability to have protection on the documents. I do not know what goes into that on different platforms, but that is a key piece for us at least, so taking a look at it would be good.

Overall, I would rate Extended ECM an eight out of ten. It has a lot of great features for our business needs.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
OpenText Extended ECM
February 2025
Learn what your peers think about OpenText Extended ECM. Get advice and tips from experienced pros sharing their opinions. Updated: February 2025.
838,640 professionals have used our research since 2012.
VijaySharma - PeerSpot reviewer
VP Sales at Syntergy
Real User
Useful for document management purposes but needs to improve user interface
Pros and Cons
  • "OpenText Extended ECM's most valuable features include permissions and security models. I also like the tool's ability to add metadata and use it to categorize information."
  • "The solution needs to improve the user interface."

What is our primary use case?

We use OpenText Extended ECM for our document management purposes. 

How has it helped my organization?

We help clients to upgrade and migrate. Without the product, we wouldn't be in business. 

What is most valuable?

OpenText Extended ECM's most valuable features include permissions and security models. I also like the tool's ability to add metadata and use it to categorize information. 

What needs improvement?

The solution needs to improve the user interface. 

For how long have I used the solution?

I have been using the solution for 23 years. 

What do I think about the stability of the solution?

OpenText Extended ECM is stable. 

How are customer service and support?

The solution's support is good most of the time. The hardest part is finding the right resource to answer the question. 

How would you rate customer service and support?

Positive

How was the initial setup?

The product's deployment is complex because of the integration and the time to complete an upgrade. Our implementation strategy focused on minimizing the impact on the end customer. 

What was our ROI?

We have seen ROI with the tool's use. 

What's my experience with pricing, setup cost, and licensing?

The tool's pricing is confusing to the end customer. 

Which other solutions did I evaluate?

I have evaluated Microsoft SharePoint before choosing OpenText Extended ECM. 

What other advice do I have?

Over the years, we have been trying to manage massive data amounts and ensure that employees get what they seek. 

The tool's integration capabilities with Microsoft and Salesforce help eliminate content silos if done correctly. It has made our operations smoother and more efficient. 

The solution has helped us connect the content to our business processes. It helps to take away barriers. 

The product increased productivity in our organization by 25 percent. 

Any company refusing to integrate OpenText Extended ECM for Microsoft products will change its mind in two years. 

I rate the product a seven out of ten. 

Disclosure: My company has a business relationship with this vendor other than being a customer:
PeerSpot user
Business Systems Analyst at SoCalGas
Real User
Top 20
Helps with retention management and serves as a rallying point for document management
Pros and Cons
  • "Retention is useful. I have been pleased with the search functionality and the extensibility for tying it into integrations with other systems and building workflows on top of it."
  • "I have not used it enough to start running into issues. Some of my technical guys could name a couple of things, but in terms of support, we did have challenges getting good responses from them."

What is our primary use case?

I work with the business users who are using it. I work at a Utility Gas company. We have a storage team set up for post-project document storage, and now we are setting up the transmission pipeline team with both mid-project and post-project document storage.

By implementing Extended ECM, we were trying to address the challenge of retention management. The biggest challenge with our previous solution was retention management. We are working on implementing a pretty complicated schedule of retention for different documents connected to assets. Extended ECM has a lot of capacity for this kind of work.

How has it helped my organization?

It has been a rallying point for us for document management. Previously, we had solutions very siloed in different parts of the company, and we are now starting to bring a lot more groups together under the same platform. That is pretty huge.

We have been working on tying it to SAP and a bunch of workflow management solutions that we already had in place. We are trying to bring the underlying document management layer into the same home. That has been going really well, and then we have some great ties into some data sources that we use to validate metadata. We get a bunch of information from the GIS system. These are still early days, but the hope for the future is that we can eliminate a lot of duplication of documents and we are able to do proper retention. We are able to get rid of documents when we are ready to, but we are also making sure that we have them, and we can find them.

The integrated capabilities of Extended ECM have been good so far, but we struggled with figuring out how to relate integrations from cloud storage to on-prem systems and what security issues are involved. It took a while, but it is mostly solved now. It has been good, but I remember that was a thing that we were struggling with for a while.

Extended ECM has helped connect our content to our business processes. We have been building either new workflow systems or rebuilding old ones onto new platforms, either the ECM itself or AppWorks sitting on top of it. We have been doing very well in terms of getting people off terrible email-based processes and onto managed systems.

Extended ECM has helped to increase productivity in our organization. We have been seeing a lot of reduction in downtime due to issues with not having everything in a well-regulated system, which led to things getting lost or forgotten. We are eliminating those hiccups and increasing efficiency.

What is most valuable?

Retention is useful. I have been pleased with the search functionality and the extensibility for tying it into integrations with other systems and building workflows on top of it.

What needs improvement?

I have not used it enough to start running into issues. Some of my technical guys could name a couple of things, but in terms of support, we did have challenges getting good responses from them.

For how long have I used the solution?

I have been using OpenText Extended ECM for a year.

What do I think about the stability of the solution?

It does not go down. There are occasional issues with a new release that have to be worked through, but nothing crazy.

What do I think about the scalability of the solution?

Scalability is why we chose it. So far, it has not proven to be a terrible idea.

How are customer service and support?

We have been working with some vendors. A part of the reason why we have been working with vendors is that we did have some challenges with their solution group, which is like a part of their tech support team. We did have challenges getting good responses from them. They have gotten better by going through an intermediary vendor that is experienced and can already answer a lot of the issues that we have been having. Based on my second-hand knowledge, I would rate them a seven out of ten.

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

We were working with a smaller company called Syntax. We were using their document management and workflow management solutions. They were good, but we needed something that would scale up better and also had better documentation retention capabilities than what that had.

How was the initial setup?

I was initially involved in the very first parts of deployment, but then I got out and was focused on the legacy solution. Now that we are more ready to move the legacy solution into the new solution, I am coming back to the project. So, I was not super involved, and even if I was, I do business systems analysts work. I am not involved at a technical level except for a single question or two here and there.

What was our ROI?

I have not done the numbers, but I can see where it would be.

What's my experience with pricing, setup cost, and licensing?

It is a little more expensive than our previous solution, but because of the fact that it has become a rallying point for different groups to come under, it might end up paying off better in the long run by not having seven siloed solutions. Even though this one solution is a little pricey, it might eliminate other ones.

What other advice do I have?

Overall, I would rate OpenText Extended ECM a nine out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Robbie Spencer - PeerSpot reviewer
Manager at Syntergy
Real User
A secure and compliant solution that helps to build products
Pros and Cons
  • "The tool's most valuable features are document storage, security, and compliance."
  • "The solution should work better with partners and be more developer-friendly."

What is our primary use case?

We build products that add value on the OpenText Extended ECM.

How has it helped my organization?

Our products run on OpenText software.

What is most valuable?

OpenText Extended ECM's most valuable features are document storage, security, and compliance.

What needs improvement?

The solution should work better with partners and be more developer-friendly.

For how long have I used the solution?

I have been using the solution for 20 years.

What do I think about the stability of the solution?

OpenText Extended ECM is pretty stable. I rate it an eight out of ten.

What do I think about the scalability of the solution?

I rate the tool's on-premise scalability a six and cloud scalability a nine.

How are customer service and support?

For support, when we open a ticket, we get assigned logs. We need to wait a week or two for a response.

How would you rate customer service and support?

Neutral

How was the initial setup?

The solution's deployment is straightforward. Our implementation strategy involved the deployment of SAP systems with the product.

What was our ROI?

The tool offers value for money.

What's my experience with pricing, setup cost, and licensing?

The solution is expensive.

What other advice do I have?

The tool's integration with Microsoft and Salesforce has eliminated content silos in our organization.

OpenText Extended ECM makes things simple for business users.

The tool has helped our customers connect business processes.

OpenText Extended ECM has boosted productivity by 75 percent.

Anyone who says they don't need the product should give it a try and understand its value-adding capabilities.

I rate the product an eight out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer:
PeerSpot user
Solutions consultant at a computer software company with 11-50 employees
Consultant
Helps to build a connector to the document to view on ServiceNow
Pros and Cons
  • "We can configure the solution with any industry's products per customer requirements."
  • "The tool's documentation is not proper and has missing information like steps."

What is our primary use case?

We use OpenText Extended ECM to build a connector to view documents on ServiceNow. It also helps to create a custom search for archived documents. 

How has it helped my organization?

OpenText Extended ECM has improved our exposure since our product is available in the market. It helps us get more business. 

What is most valuable?

We can configure the solution with any industry's products per customer requirements. 

What needs improvement?

The tool's documentation is not proper and has missing information like steps. 

For how long have I used the solution?

I have been using OpenText Extended ECM for three years. 

What do I think about the stability of the solution?

OpenText Extended ECM's stability is good. It keeps improving with newer versions. 

What do I think about the scalability of the solution?

The solution is scalable. 

How are customer service and support?

We contact the support to resolve documentation challenges. The tool's support is good. 

How would you rate customer service and support?

Positive

How was the initial setup?

A few things are complex in the tool's deployment due to the missing information in the documentation. We first build a development environment on our on-premise server for our implementation strategy. We test it out and report to the support if we find any bugs. 

What other advice do I have?

We can address a lot of problems using OpenText Extended ECM. You can build different connectors to the configuration. 

The product has helped us boost productivity by 30-40 percent. 

Microsoft doesn't have as many features as OpenText Extended ECM. You get more features in the solution compared to any other product. 

I rate it an eight out of ten. 

Disclosure: My company has a business relationship with this vendor other than being a customer: Partner. Integrator
PeerSpot user
Records Specialist at Holly Energy Partners LP
Real User
Has good search capability and allows us to securely share documents with people outside the organization
Pros and Cons
  • "We use Core Share to share documents with external auditors or with vendors, and that prevents them from being able to get into the whole system. It is useful."
  • "There are no additional features that I would like to see. I am pretty happy with it, but their support could be a bit better."

What is our primary use case?

We use it to manage our engineering documents. We use it for the drawings and our asset documents.

The challenge that we have is that some users are reluctant to use the system, so we still need to come up with a way to motivate company-wide acceptance.

How has it helped my organization?

The search capability is great, and it is far better than File Explorer, which is what we had before. That was a network drive. When it is indexed and it is OCR, it is easy to find things.

We are working to integrate with SAP completely, and we are hoping that would help to eliminate content silos in our organization.

The range of Extended ECM's integrated capabilities for addressing complex use cases is pretty good.

Extended ECM has helped connect our content to our business processes. People are able to find what they are looking for quickly.

Extended ECM has helped to increase productivity in our organization.

What is most valuable?

We use Core Share to share documents with external auditors or with vendors, and that prevents them from being able to get into the whole system. It is useful.

What needs improvement?

In terms of features, problems are mostly internal. We are still struggling with fixing our taxonomy and how we want our browsing to work. That is what we struggle with the most. There are no additional features that I would like to see. I am pretty happy with it, but their support could be a bit better.

For how long have I used the solution?

We have been using OpenText Extended ECM for about six years.

What do I think about the stability of the solution?

We do go down sometimes. I would rate it an eight out of ten in terms of stability.

What do I think about the scalability of the solution?

Its scalability is good.

How are customer service and support?

Sometimes it takes a while, but things do get resolved. I would rate them a seven out of ten.

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

We were not using any other solution previously. We were using network shares.

How was the initial setup?

It was complex in terms of understanding the users and their processes at that moment. We are doing interviews and trying to understand why that even was the way it was. That part is always complex. We are now going to translate them.

In terms of implementation strategy, we have multiple sites in our organization, and one site at a time was rolled out.

What was our ROI?

We have seen an ROI.

Which other solutions did I evaluate?

I was not involved in the decision-making process, but other solutions were evaluated.

What other advice do I have?

To a colleague at another company who says they do not need Extended ECM because they are invested in Microsoft solutions, I would say that they just have to look at each product and see what would help them the most.

Overall, I would rate Extended ECM an eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Tech lead/Solution architect/Team manager at a tech services company with 501-1,000 employees
MSP
Scalable, verifies complex solutions, and the support we receive is good
Pros and Cons
  • "It's a very good solution."
  • "Pricing could be improved and the stability or the performance needs improvement, which is very important."

What is our primary use case?

We verify complex solutions and we implement it on the business process management system. 

ECM has extra value for us. We focus on both solutions and they are a little different. 

One is only ECM and the second is as a VPN, with ECM as well.

What is most valuable?

It's a very good solution.

What needs improvement?

Pricing could be improved and the stability or the performance needs improvement, which is very important.

For how long have I used the solution?

I was using this solution for a year as a developer and for more than three years as a user.

What do I think about the stability of the solution?

It's stable, although it could be better.

What do I think about the scalability of the solution?

Open Text ECM is scalable. We have over 200 users, but the organization is now bigger.

We use a component to connect ECM to IBM file share by other systems. I am not sure how many users we have who are using it but it may be over 1,000.

How are customer service and technical support?

The technical support was okay. 

We haven't had many issues and everything was resolved through our service agreement.

Which solution did I use previously and why did I switch?

When I was an architect, on one of our organizations we used IBM Finance in one part of our business. We decided that it was a good solution.

For OpenText, it was a decision which related to using a business process managed system as well.

How was the initial setup?

I was not a part of the initial setup. We have a team in place that handles the setup and deployment.

What's my experience with pricing, setup cost, and licensing?

Both OpenText ECM and IBM FileNet share are expensive.

What other advice do I have?

From my perspective, we are working with two solutions. For both IBM FileNet and OpenText ECM, I was the accountant manager and a place where you can store electronic documentation. 

The extra value for both solutions is adding workflow managers, similar to business process management systems. You can verify flows and sign off documents.

I am not sure if I will continue to use this solution in the future. It depends on the business requirements.

If somebody were to ask me which product is better, I think that both are okay and they should verify the business needs then decide which model of pricing or which performance is better for the company.

I would recommend this solution, and if I am considering an enterprise solution, both Open Text ECM and IBM are the same, it depends on what the customer's needs are.

I would rate Open Text ECM a nine out of ten.

Which deployment model are you using for this solution?

On-premises
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Download our free OpenText Extended ECM Report and get advice and tips from experienced pros sharing their opinions.
Updated: February 2025
Buyer's Guide
Download our free OpenText Extended ECM Report and get advice and tips from experienced pros sharing their opinions.