opentext Extended ECM for Engineering FasTrak Instruction Manual

: June 12, 2024
: opentext

Table of Contents

SERVICE OVERVIEW
Related services
About OpenText
References
Read User Manual Online (PDF format)
Download This Manual (PDF format)

SERVICE OVERVIEW

OpenText Extended ECM for Engineering FasTrak Fast track the implementation of OpenText ™ Extended ECM for Engineering.
Benefit from OpenText’s extensive experience in engineering document management for capital projects and as-built documentation. opentext Extended
ECM for Engineering FasTrak

| Accelerate onboarding with hosted prototype system
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| Achieve rapid end user adoption and go live faster
| Save costs with faster time to value
| Receive leading practice expertise

Opentext ™ Extended ECM for Engineering is one of the most comprehensive engineering and asset information management platforms available for engineering, procurement and construction.
It provides document control to support an entire project lifecycle from initial set-up, design, construction and commissioning to final handover and operation and enables document control managers, engineers, engineering leaders, external collaborators and subsequent operations personnel to efficiently control engineering information, work processes and risk across the lifecycle of projects and operations to help accelerate revenue. But introducing an engineering document management system can be complex due to organization-specific functional requirements pertaining to solution deployment.
The OpenText Extended ECM for Engineering FasTrak service has been designed for faster deployment and rapid scale-up. It allows customers to gain hands-on experience on the standard Extended ECM for Engineering solution before deciding on individual changes that may need to be incorporated. From the first design workshop, customers can experience a fully configured engineering document management system that delivers capabilities familiarization and facilitated, informed configuration design confirmation.
Specialist engineering company enhances efficiency and avoids costly project delays with central document management system based on OpenText ™ Extended ECM for Engineering
“Replacing 12 legacy systems with OpenText Extended ECM for Engineering enables us to reduce our total cost of ownership substantially— contributing to greater operational cost-efficiency and helping us to weather a challenging economy…
Mapping out our workflows and designing the optimal digital processes were complex tasks, but we could always count on OpenText
Professional Services to support us when we needed It. By working closely with our document controllers, OpenText helped us to design effective flows for our processes.”
Spokesperson, Energy solutions provider (engineering, procurement and construction)
Read the full Success story
Accelerate onboarding with hosted prototype system
Customers will be onboarded from the beginning of the project on a preconfigured OpenText-hosted prototype system. OpenText experts lead familiarization sessions showcasing key use cases addressed by leading- practice solution configurations.
Key users get hands-on experience and support from OpenText experts.
Achieve rapid end user adoption and go live faster
Functional requirements are discussed, prototyped and validated in an agile method. Discussion outcomes are formalized as a design specification document informing system configuration. The team can see early on during the design phase what the final system will look like and early hands-on experience improves design decisions and user adoption. With the configuration validated by customer representatives, OpenText transfers configurations to the customer’s system.
Save costs with faster time to value
This FasTrak solution improves project efficiency and control via process automation, revision transparency and transmittal management. This allows customers to control risk to the project scope, schedule and costs, which ensures faster return on investment by speeding time to production and operations.
This FasTrak offering includes:

Landing page
Workspace concept with roles, permissions, relations
Master Document workspace, Project workspaces, Transmittal workspaces
Navigation, filter/facets, folders, general search, advanced search widget, report widgets
Engineering revision management, document numbering, check-in/out
Document creation wizard or drag and drop of documents followed by internal review and approval process
Intelligent Viewing annotate and commenting
Agile collaboration with externals via OpenText ™ Core Share
Supplier document review and approval
Transmittals for official exchange of approved/rejected revisions
Document planning with MDR (master document register) and inbound automation

Learn more
Effective engineering document management lies at the heart of successful construction and capital projects »
Making the best out of your Engineering Document Management implementation »
Understanding the Master Document Register within an engineering capital project »
To talk to an OpenText Professional Services expert, please contact profservices@opentext.com or visit www.opentext.com/services.
Buy and implement with confidence from the product vendor of Extended ECM for Engineering
OpenText Professional Services has a dedicated team of experts with extensive field experience in engineering document management for capital projects. When working with OpenText, organizations benefit from expertise, accountability and innovative problem-solving.
As the product vendor, OpenText delivers as one team. Its global Professional Services team, more than 3,000 strong, has unparalleled access to customer support and product engineering teams who share mutual accountability to customer success and satisfaction relating to products, product extensions and services.

Advisory Services helps customers maximize business value from IM investments through planning—your vision rendered as an executable strategy.
Customer Success Services helps guide customers through every step of their OpenText journey—from onboarding to user adoption.
Learning Services, including Training (instructor led via remote or in-person, or self-paced), maximizes the effectiveness of IT staff to understand the modernized system and how to leverage it innovate to solve other business needs.
Consulting services further extends the value of solution investments through business application configuration, integration, information migration, etc.

About OpenText

OpenText, The Information Company, enables organizations to gain insight through market leading information management solutions, on-premises or in the cloud. For more information about OpenText (NASDAQ: OTEX, TSX: OTEX) visit: opentext.com.
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