ABOUT

Mark J. Barrenechea Tom Jenkins This book is dedicated to all OpenText employees, partners, and customers for their combined efforts, innovation, and collective vision over the past 25 years. ABOUT

Mark J. Barrenechea Tom Jenkins Barrenechea, Mark J. Jenkins, Tom

About OpenText

First Printing, November 2016 Printed in Canada First Edition

ISBN 978-0-9936047-6-8

Published by Open Text Corporation 275 Frank Tompa Drive Waterloo, Ontario, Canada N2L 0A1 (519) 888-7111 [email protected] www.opentext.com

Certain statements in this book may contain words considered forward-looking statements or information under applicable securities laws. These statements are based on OpenText’s current expectations, estimates, forecasts and projections about the operating environment, economies and markets in which the company operates. These statements are subject to important assumptions, risks and uncertainties that are difficult to predict, and the actual outcome may be materially different. OpenText’s assumptions, although considered reasonable by the company on the date of publishing, may prove to be inaccurate and consequently its actual results could differ materially from the expectations set out herein. For additional information with respect to risks and other factors which could occur, see OpenText’s Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and other securities filings with the SEC and other securities regulators. Unless otherwise required by applicable securities laws, OpenText disclaims any intention or obligations to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

Copyright ©2016 Open Text Corporation. OpenText is a trademark or registered trademark of Open Text SA and/or Open Text ULC. The list of trademarks is not exhaustive of other trademarks, registered trademarks, product names, company names, brands and service names mentioned herein and are the property of Open Text SA or other respective owners. All rights reserved. For more information, visit: http://www.opentext.com/2/global/site-copyright.html_SKU.

II ACKNOWLEDGEMENTS

We would like to thank the staff, customers, and partners of OpenText for their contributions to this book.

Special thanks go to writers Elizabeth Hanson and Renee Tremblay and the following contributors:

Rana Aluraibi, Tim Brook, Dave Buchman, Carolyn Chan, Travis Cain, Sandy Clark, Steven Cohen, Christen Daniels, Tom Dong, Mike Eggert, Joel Grebinski, Marc Green, Alena Han, Kasey Holman, Adam Howatson, Helene Hughes, Meghan Huras, Jennifer Kerr, Eugene Kim, Brenda Kirkwood, David Harris Kolada, Lindsay Lane, Robin Lane, Nicole Lavell, Alexandra Maher Le Beguéc, Yann Le Layec, Christine Lesden, Mike Magier, Aditya Maheshwari, Julie Millard, Tim Milton, Karolina Moeser, Kiera Obbard, Russ O'Neill, Douglas Parker, Donna Pearson, Tony Reinhart, Anabel Sarrate, Keith Sauve, Geoff Schmitt, Scott Schultz, Erin Schwab, Michele Stevenson, Katharina Streater, Albert Tay, Trevor Unruh, Karen Zamel, Collin Zilke

We would also like to thank Kevin Sy and Joe Dwyer for artwork, layout, design, and production.

Finally, a special thank you to all of the site leaders who provided the team photos of OpenText employees featured in this book:

Angel Acevedo, Pamela Bernardino, Ingrid Bosman-Anneveldt, Nelson Cacnio, Robert Caldwell, Michel Colaci, Rackel Correa, Chris Ditchburn, Lars Drexler, Rainer Ehre, Ramona Ferrara, Jim Fischer, Mao Gen Foo, Michael Griesbach, Stephen Halstead, Phil Hanson, Toshiaki Hara, Brian Hayward, Nicolas Heldmann, Dieter Kehl, Cori Knorr, Steve Koons, Matthew Lalor, Gerwin Ligtenberg, Jason Likins, Gill Lloyd, Jim McKenna, Marie-Eve Racicot, Isaac Rajkumar, Georgia Reams, Delphine Theolier, Treber Rebert, Henning Scheibner, Kevin Smith, Robert Smith, Jeff Stokes, Mel Strauss, Jackie Thomas, Rajeev Virmani, Hanna Widenberg-Jansson, Dittmar Wilden, Berry Wittenberg, Leo Yeung

III CONTENTS

Acknowledgements ...... III Foreword ...... VI Introduction ...... VII Chapter 1: Our History ...... 1

The Search Engine that Could ...... 2 Defining a Market ...... 2 A Strategy for Future Growth ...... 3 Building the Pillars of Success ...... 4 Chapter 2: OpenText Today ...... 10

A Global Leader ...... 12 Putting People First ...... 14 Pioneering Technology Innovation ...... 14 Powering the World’s Biggest Business Network ...... 15 Capturing Market Opportunity ...... 15 Delivering Recognizable Value ...... 16 Demonstrating Solid Financial Growth ...... 16 Chapter 3: Our Mission ...... 18

Creating a Better Way to Work ...... 20 Our Mission: To Enable the Digital World ...... 20 EIM: A Digital Business Strategy ...... 21 Our Corporate Strategy and Product Roadmap ...... 21 The OpenText View of the World ...... 21

IV Chapter 4: What We Do ...... 24 Trust ...... 51 EIM: From Engagement to Insight ...... 26 Excellence ...... 51 Process Flows from Engagement to Insight ...... 28 Innovation ...... 51 EIM: Unlocking the Value of Information ...... 32 The Best Place to Work ...... 52 Chapter 5: Our Customers and What They Achieve ...... 34 Chapter 7: Our People and Locations ...... 54

The Transformative Power of EIM ...... 36 A Growing Family ...... 57 Global Leadership across Industries ...... 41 The People of OpenText ...... 57 Energy ...... 42 Chapter 8: OpenText in the Community ...... 80 Engineering, Construction, and Operations ...... 42 Education and Innovation for Global Change ...... 82 Government ...... 42 Children and Family ...... 83 Financial Services and Insurance ...... 43 Disaster Relief ...... 84 Legal Industry ...... 43 Going Green with Digital ...... 85 Healthcare ...... 44 Together We Make a Difference ...... 85 Utilities ...... 44 Chapter 9: The Next 25 Years ...... 88 Media and Entertainment ...... 44 From Engagement to Insight ...... 90 Pharmaceutical and Life Sciences ...... 45 The Cognitive Enterprise...... 91 Manufacturing ...... 45 Innovation Defines Our Future ...... 92 Chapter 6: Our Culture ...... 46 We Are All Information Companies ...... 92 A Culture of Diversity and Inclusion ...... 48 A Canadian Soul ...... 49 Our Values ...... 50 Customer...... 51

V FOREWORD

For society to progress, it has to continuously invest in the All of this combined makes up EIM. EIM brings together structured and unstructured development of leading-edge technologies. For many economists, information to unlock the value of enterprise information while minimizing its risk. technology and prosperity are interdependent. At OpenText, our These risks will only become greater as the digital world embraces new technologies commitment to technology innovation is what drives us. Companies like machine-to-machine (M2M) communications and the Internet of Things (IoT). The and governments around the world are benefiting from our software mandate to open up access to information while ensuring security and privacy will only solutions, creating better ways to work in the enterprise with far- increase. And OpenText will be there, helping both private and public sector companies reaching implications for new ways to function and flourish in achieve this fine balance. In the digital world, as businesses continue to be impacted by society. Examples of this are found in all industries—from preventing the combination of content and technology, OpenText will push this relationship to new the outbreak of disease to making services more accessible to citizens to bringing new heights to advance innovation and create new opportunities for growth. treatments and products to market for a higher quality of life. Our solutions cross industries and borders. We enable the digital world. It has been an incredible 25-year journey. As the development of technology continues to accelerate, I look forward to how OpenText will continue to shape the industry and help This book has been written to celebrate 25 years of innovation at OpenText. It describes society overcome the challenges of the digital world. not only the evolution of a company, but also the creation of an industry: Enterprise Information Management (EIM). And if we look a little deeper, we see that our progress maps to the evolution of information itself—from simple text in a database to content contained in invoices, websites, mobile devices, sensors, and social media sites in the Cloud. We have been there to manage it all. At one point in the past 25 years, approximately one-third of all web users in the world have created, shared, stored, and managed their content using OpenText software. From our beginnings as a spin-off from the University of Waterloo, OpenText has grown to become one of the largest software companies in the world. We have continually Tom Jenkins adapted to change, reinventing ourselves in times of intense volatility and competition in CHAIR OF THE BOARD, the marketplace. OPEN TEXT CORPORATION Ours is a history of firsts. We learned to crawl the Internet while it was in its infancy using one of the earliest search engines. We matured the Enterprise Content Management (ECM) market. We brought it all together to introduce one of the first intranets, and then expanded this into partner extranets, foreseeing the importance of managing information and processes in the Cloud. We invited social media inside the firewall, and along with email, provided solutions to manage it securely. Oncewe became prolific in managing online content, we shifted our focus to e-commerce to help organizations securely exchange transactions across their supply chains. And we’re excited about all the prospects information has to offer when analytics are applied.

VI INTRODUCTION

For 25 years now, OpenText has been redefining enterprise software. Content needs to be governed throughout its complete lifecycle, from capture to disposition. Only when information is secure, can it be effectively routed through This book tells the story of this amazing journey, as OpenText applications to improve efficiency and performance. Employees and customers grew from an innovative idea about mining the text of the Oxford Process and share information for greater project output and innovation. To English Dictionary into one of Canada’s top-performing technology Collaborate increase agility and reduce risk, organizations have to , extract, and understand companies. When we examine our history, we can see how the Discover their business data. Agility extends beyond processes and into the business network, evolution of Enterprise Information Management (EIM) has where the fast, secure, and compliant of information between organizations been progressive, based on the development and integration of Exchange is critical. Finally, analytics adds value to enterprise information, resulting in high- core technologies. quality, actionable business Insight. From Engagement to Insight—OpenText powers the While Enterprise Content Management (ECM) is our heritage, EIM is our future. complete flow of information and processes across the digital enterprise. As the transformative technology of the digital world, EIM will be the leading enterprise Today, we are delivering on the promise of EIM to create better ways to work. Using platform for the coming decades. Campaign to Cash, automated by Enterprise Resource our solutions, our customers experience better control, engagement, productivity, Planning (ERP), ruled the enterprise for the last 20 years. Engagement to Insight, innovation, and insight. We believe information provides the foundation of value for the automated by EIM, will dominate the next 20 years. enterprise. Only when this information is governed, shared, secured, and unlocked, can The enterprise has shifted from systems of record and engagement to systems of insight. the enterprise transform its operations to succeed in the digital world. For decades now, CIOs have been focused on automating processes and transactions It has been my privilege to steward OpenText on this journey—and it has been a truly in ERP systems. These were eclipsed by the application of systems of engagement to transformative one. To be a part of this massive digital shift that is currently underway, automate processes and transactions for unstructured information. In the coming years, and to lead our customers by example, we had to change our entire business strategy, cognitive systems of insight will overtake digital as the next big technology trend. As our culture, who we hire, how we build software, how we go to market, and the speed our customers make their transformational journeys to embrace cognitive systems, of the organization. And although we accomplished this, we continue to challenge and OpenText will be their trusted partner. reinvent ourselves, because as Benjamin Franklin so pointedly put it, “when you’re finished For the past 25 years we have been driving the evolution of EIM as it moved from changing, you’re finished.” governing information to building applications on top of this information, and finally, to Here’s to another 25 years of change. present-day systems that open up information, analyze it, and uncover insight to find answers to the most critical business questions. With cognitive technologies infused into each of our product suites, our EIM platform is functionally complete. We are the only company in the market that can fully automate Engagement to Insight— from Engagement, Capture, Content, Process, Collaboration, Discover, Exchange, to Insight. This is EIM complete—end to end—from OpenText. Mark J. Barrenechea Our customers are using our EIM solutions to Engage with customers and employees CEO & CTO, across all channels, to create rich and meaningful experiences. Capture technologies OPEN TEXT CORPORATION help to preserve and manage content as the byproduct of engagement and interaction.

VII OUR 1 HISTORY

The Search Engine that Could The story of OpenText began on campus at the University of Waterloo in Ontario, OpenText has a history rich in innovation. Although our legacy is 25 years long, Canada. The modernization of the OED, a project called “OED2,” brought together its impact reaches beyond these years, helping to shape an industry and drive the the Oxford University and the University of Waterloo in a partnership that would development of digital business. Our footprint is expansive. Our technology solutions produce the world’s first and fastest text-based search and retrieval software—a power the world’s biggest brands. precursor to today’s web-based search engines. Like most companies, OpenText began as an idea. An idea that sparked an The project was a massive undertaking and well ahead of its time. It predated the innovation that evolved into Canada’s largest software company and an industry Internet and publishing platforms like Wikipedia. Digitizing the text in the OED, or leader. Like every startup, our technology was developed to address a specific making it readable and open, was the only way to support future revisions of the problem. And that problem was 60 million words. More specifically, 60 million dictionary. It involved digitizing 600 megabytes of text. This was no small feat, given words on 21,000 pages, containing more than 600,000 definitions of terms that the 20-megabyte hard drive was not standard and 128K was considered a lot and 2.5 million quotations. This was the Oxford English Dictionary (OED), the of RAM. world’s most established and definitive record of the English language. The year From dictionary to database, it took three years to tag and code each entry in the was 1986, it was an analog world, and our first customer, the Oxford University OED. The search engine that the project team developed helped researchers, editors, Press, wanted to digitize the OED. publishers, and students find any word, or string of words, in the OED. A handful of people involved in the OED2 project saw the business value of being able to find information quickly and easily. Based on this software, OpenText would build a search engine capable of indexing the World Wide Web in just seconds. And the rest (as they say) is history. Defining a Market During the early nineties, the Internet did not exist as a platform for the corporate market (or even the consumer market). Instead, businesses were investing their IT spend on client-server-based solutions. As Internet-based email and bulletin board Oxford services moved out of the realms of academia and into the commercial world, English YAHOO! digital documents were playing a larger role in business information—and they were SEARCH accumulating. There was an increasing demand for search engines because finding Dictionary corporate information was becoming a daunting challenge. OpenText realized the potential of the Internet as a platform for collaboration, along with the value of digital content as a strategic knowledge asset that must be managed throughout its lifecycle. The company incorporated in 1991 and began hosting its OpenText 4 search engine on the web, competing directly with the AltaVista web search engine. In 1995, OpenText provided the search technology used by Yahoo!® FIGURE 1.1: From Indexing the OED to Indexing the Web as part of its web index. As OpenText moved into the corporate search market, the “OpenText Index” became one of the most used search engines at the time. This was the first of many innovations that would lead the company from search into the world of Enterprise Information Management (EIM).

2 | CHAPTER 1 The merger with Odesta was a pivotal moment in the company’s history. It established a business model based on growth through acquisition that is central to our corporate strategy today. It brought the product “Livelink” into the fold to round out the core functions of a corporate intranet, combining the capabilities of workflow, search, and information for true collaboration. As intranets expanded inside organizations, the importance of collaboration tools grew. Now that the plumbing was in place, it was time for companies to let the water flow. In 1996, based on the application of web technology and standards to business, OpenText shipped its first web-based intranet. The leap of faith we took in the Internet paid off. In months, we grew from a company of 20 to almost 300 people, with 18 sales representatives. Four years out of the gate, we integrated with Microsoft®, SAP®, and Oracle® solutions. From here, OpenText would lead the industry in the creation of universal document standards by both geography and industry.

“Intranet-based groupware products such as OpenText's Livelink FIGURE 1.2: Jerry Wang of Yahoo! and Tom Jenkins of OpenText Launch in 1995 Intranet are leading the trend by meeting user expectations in the area of document management and workflow with tangible results.”

“We are witnessing the evolution of document management from A Strategy for Future Growth traditional client/server applications to powerful web-based solutions. On our path to success, we have grown both organically and through acquisition, OpenText has been at the forefront of this metamorphosis…” incorporating the technology and talent of 57 organizations along the way. Twenty- five years after its inception, OpenText is the global leader in EIM. Alongside organic development, our integrated approach to Mergers and Acquisitions (M&As) is central to growth, helping us create superior products, customer success, and The application of search evolved naturally into document and knowledge shareholder value. management. Finding information necessitated managing it. Unless people applied knowledge to information, it was just data. OpenText was the first company to We acquire technology companies to fill functional white spaces, provide embrace the web for document management, anticipating both the need for people complementary vertical capabilities, and expand our reach into new geographies. to collaborate around information and the tremendous accessibility of the web as a As with our organically developed technologies, those that we acquire are platform. To evolve its solution for a growing market, OpenText merged with Odesta evaluated within the context of our EIM strategy. We consistently create value by in 1995. That same year, OpenText shipped its first web-based product, Latitude integrating operations, our sales force, Research and Development (R&D), and Web Server (later renamed Livelink Web Server), which gave Yahoo! the capability to processes. Our leadership in the market is a direct result of this culture of integration search every word on every public web page. and a business system that shows repeatable success.

OUR HISTORY | 3 “[IDI,] the pioneer in the EDMS (electronic document management systems) industry is now part of the family that has been called the fastest growing company in the EDMS market.” Engineering Sales

s / E rgie fficie Although OpenText was originally known as a vendor of content management ne nc Sy y and collaboration software, the company needed to make investments in records management and archiving software to help protect the knowledge created through collaboration. In 1999, OpenText entered the records management market by Operations Integrated Processes acquiring PSSoftware and Microstar Software. The new suite of integrated products OpenText marked the availability of the first comprehensive, completely web-based document and records management solution for the enterprise. In 2004, we further enhanced our document management capabilities by acquiring FIGURE 1.3: A Culture Rooted in Effective Integration Munich-based IXOS, a software vendor with 15 years of experience in integrated Building the Pillars of Success SAP solutions. The IXOS and OpenText technologies combined to form a robust Through an integrated approach, we have guided the evolution of the EIM market. ECM solution and enabled OpenText to further solidify its European presence. As the world’s most comprehensive digital platform, OpenText EIM delivers a single With its advanced capabilities for regulatory compliance, the joint solution became source of the truth for the digital enterprise. The functional domains of this platform— a key part of the ECM portfolio, addressing the full spectrum of enterprise content Enterprise Content Management (ECM), Business Process Management (BPM), requirements, from creation through to search and archive, and finally, disposition. Customer Experience Management (CEM), Analytics, and the Business Network— We announced the arrival of IXOS with an advertisement in the Wall Street Journal direct the flow of information across digital processes in the Cloud, on premises, or that read “The Game Just Got Bigger.” A few years later, we increased our scale in across a hybrid mix of both. the ECM market by merging with Hummingbird Ltd. This strategic integration of operations, technologies, and expertise cemented OpenText as a market leader in The depth and breadth of our platform continues to differentiate us in the market. electronic document management, records management, and ECM, as recognized by From our first acquisition of Odesta in 1995 to Vignette, IXOS, GXS, EasyLink, IDC, Forrester Research, and Gartner. Actuate, Recommind, and others, the core technologies remain central to OpenText EIM. Through five suites and a common technology infrastructure, OpenText The underlying processes that require information sharing proved to be an equally enables the digital world. important part of the OpenText software equation. Based on this, we added process management functionality to round out our ECM and workflow technology. From the start, our vision was to develop software solutions to give organizations The acquisitions of Metastorm Inc., Global 360, and Cordys produced the most better control of their information through governance, compliance, and security. comprehensive set of ECM and BPM software solutions from a single vendor. Today, In 1998, we expanded our document management offerings with the addition of our customers use our BPM solutions to model, analyze, and optimize business the BASIS family of products from Information Dimensions Incorporated (IDI), processes for increased efficiency and agility. Year after year, industry analysts adding offices in London, Paris, Frankfurt, and Ohio. The 1.3 million install base put position OpenText in the leader’s quadrant for Business Process Analysis, Smart OpenText in the market leadership position for web-enabled electronic document Process Applications, and BPM solutions. management with a 69% market share.

4 | CHAPTER 1 and global distribution capabilities into our business. As information management technologies, these solutions not only made deeper customer engagement possible, BUSINESS CONTENT PROCESS EXPERIENCE ANALYTICS NETWORK they also enabled us to build employee engagement into our platform with social media functionality, such as feeds, comments, private messaging and more, creating an internal social network for the enterprise. One year later, StreamServe became a member of the OpenText family, introducing ECM BPM CEM IX Analytics expertise and technologies for Customer Communication Management (CCM) software. The addition of Artesia established OpenText in the Digital Asset Management (DAM) market and weComm advanced the company’s mobile application strategy with the deployment of high-quality, media-rich apps. With the addition of HP Inc. technologies in 2016, OpenText today offers a strong arsenal of WCM, DAM, and CCM solutions, empowering businesses to deliver rich, personalized, and interactive experiences that increase customer engagement, retention, and satisfaction.

FIGURE 1.4: Strategic Investments to Grow Our EIM Portfolio “This is the strongest arsenal of WCM, DAM, and CCM in the market.”

Building on our fundamental belief that better business is based on better “[OpenText’s] efforts to defi ne the markets for integrated information information, we added analytics capabilities to our EIM portfolio. Nstein technologies management and active electronic document have been well ahead of brought content analytics and semantic search engine capabilities. Actuate, a the curve. [Its] continuing growth has set the benchmark for document recognized leader in personalized and embedded analytics, introduced the ability to analyze and visualize a broad range of data to our customers using an open source management software suppliers as the market moves beyond its early platform with Business Intelligence and Reporting Tools (BIRT) and sophisticated stages and into a new status as an accepted enabler for electronic mobile app technology. These additions paved the way for embedded analytics in business processes.” all our product suites, as well as our release of OpenText Big Data Analytics, which brings the power of advanced analytics capabilities to business users in the Cloud.

Successful businesses put the customer at the heart of everything they do, making customer engagement a strategic priority. Early on, OpenText laid a solid foundation “Tools such as BIRT Analytics can change the organizational culture in optimizing customer engagement with investments in Customer Experience around data and analytics. They put the power of data discovery and Management (CEM) technologies. In 2009, Vignette Corporation, an early innovator data visualization into the hands of tool-savvy managers as well as in the Web Content Management (WCM) space, joined OpenText. Building on the commitment to deliver the most innovative solutions for our customers and partners, business analysts.” we incorporated its customer base, WCM, portal and social media technologies,

OUR HISTORY | 5 The Cloud is fundamental to business. Without the Cloud, machines could not talk The OpenText Business Network is helping our customers manage the flow to each other, the subscription economy would not exist, and performing analytics of information quickly, securely, and reliably, within organizations or across a on big data would not be possible. Knowing the demand for technology solutions network of trading partners. The 2016 acquisition of ANX, a provider of cloud- was moving to the Cloud, we acquired RightFax and Easylink to help accelerate based information exchange services, has enhanced the Business Network the establishment of the OpenText Cloud. RightFax from Captaris made OpenText with targeted solutions in the automotive and healthcare industries. With the the worldwide leader in fax and electronic document delivery solutions, including Internet of Things (IoT) and the potential of machine-to-machine (M2M) services delivered in the Cloud. When we combined the synergies of RightFax with communications, this network and its services will only grow. Easylink and its ability to securely exchange information in the Cloud, we were able to offer a best-in-class portfolio of cloud-based services. We further extended our cloud offerings with Recommind’s Software-as-a-Service (SaaS) and managed services solutions in 2016, offering analytics-as-a-service and “Industry leaders, like OpenText, are providing innovative and dynamic enhancing our customers’ ability to draw insight from their data to make better e-business solutions for enterprises, changing the face of technology and faster business decisions. The OpenText Cloud lies at the heart of innovation around the globe.” for OpenText. All of the historically on-premises OpenText products are now also available in the OpenText Cloud.

We Are All Information Companies Our heritage lies in opening up information, digitizing it, and making it accessible “… [OpenText] has a data center infrastructure that means they can for a wide range of benefits. Twenty-five years ago, we brought the Oxford English promise data sovereignty to clients that want or need it. That is huge Dictionary into the computer age, and today we are bringing organizations across all for them and something almost no one else can do right now.” industries into the digital age. Every company is an information company. Data drives business, no matter what size an organization is, regardless of industry—from insurance claims to manufacturing purchase orders, contracts, company emails, strategic presentations, and We remain committed to leading EIM with the market’s best products and cloud- e-invoices. Big or small, companies run on all kinds of information. This is what based services. This includes the OpenText Business Network, a cloud ecosystem of drives OpenText forward. It is the guiding principle behind our strategy of growth interconnected customers and suppliers. In 2014, with mature records, document, through organic development, enhanced by intelligent acquisition. EIM is our market and web content management offerings, we capitalized on the opportunity and our software is the agent of change. It delivers true competitive advantage by presented by Business-to-Business (B2B) commerce and acquired GXS, the company unlocking the value of information. Information in any format, on any device, in any that pioneered electronic document exchange and a global leader in the market. transaction, or any process, in motion or at rest. We manage it and we make it better. Combining our information exchange capabilities with cloud-based B2B integration and managed services has equipped us to run the world’s largest Business Network.

6 | CHAPTER 1 Mark Barrenechea, CEO and CTO of OpenText, announces Magellan at Enterprise World 2016. From the first web-based search engine to cognitive computing, OpenText is shaping the future of information with Magellan, a next-generation cognitive platform. Named for its abilities to open up new worlds of information for the enterprise, OpenText Magellan uses open algorithms and machine learning to help customers unlock the value of their information. Acquisition Timeline

1996 2004 2010 2016 Nstein NIRV Center 2000 Artesia 2008 Select Assets Burntsand Acquired from HP InfoDesign 1998 Bluebird Systems IXOS Software eMotion New Generation ANXeBusiness 1991 SoftCore Information Dimensions BRS/Search Query Server 2002 Vista Plus 2006 Spicer Corp Consultants 2012 2014 Corp. (ANX) Year Founded Network Software Group LAVA Systems Open Image Centrinity BitFlash Hummingbird Captaris StreamServe Easylink GXS Recommind

1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 Odesta Campbell Services Microstar Software Base4 Gauss Interprise Optura Momentum Systems Vignette Metastorm Resonate KT Informative Graphics Intunix PSSoftware Solutions Eloquent Vizible weComm ICCM Solutions Corporation (IGC) Internet Anywhere TierTwo Systems Corechange Global 360 Cordys Actuate SER Solutions Operitel Daegis Software, Austria MESSAGEmanager Solutions SER eGoverment Deutschland EDC Solutions

8 | CHAPTER 1 1996 2004 2010 2016 Nstein NIRV Center 2000 Artesia 2008 Select Assets Burntsand Acquired from HP InfoDesign 1998 Bluebird Systems IXOS Software eMotion New Generation ANXeBusiness 1991 SoftCore Information Dimensions BRS/Search Query Server 2002 Vista Plus 2006 Spicer Corp Consultants 2012 2014 Corp. (ANX) Year Founded Network Software Group LAVA Systems Open Image Centrinity BitFlash Hummingbird Captaris StreamServe Easylink GXS Recommind

1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 Odesta Campbell Services Microstar Software Base4 Gauss Interprise Optura Momentum Systems Vignette Metastorm Resonate KT Informative Graphics Intunix PSSoftware Solutions Eloquent Vizible weComm ICCM Solutions Corporation (IGC) Internet Anywhere TierTwo Systems Corechange Global 360 Cordys Actuate SER Solutions Operitel Daegis Software, Austria MESSAGEmanager Solutions SER eGoverment Deutschland EDC Solutions

OUR HISTORY | 9 OPENTEXT 2 TODAY

Some companies shape the future, while others are shaped by it. At OpenText, we Our products and services provide the benefits of organizing and managing continue to innovate, mold our market, and help our customers excel at what they do. business content while leveraging it to operate more efficiently and effectively. After 25 years in the making, OpenText is the largest technology company in Canada Our solutions incorporate disruptive technologies like social, mobile, and and the tenth largest enterprise software company in the world. analytics, and are delivered for on-premises deployment, as well as through We are well-positioned to help our customers succeed, based on a combination of cloud and managed hosted services models for flexibility and cost efficiencies. In the best talent in the industry, an obsessive focus on the customer, leading-edge addition, we provide solutions that facilitate the exchange of transactions that occur technology, world-class partnerships, the right market conditions, and solid financial between supply chain participants, such as manufacturers, retailers, distributors and growth year after year. financial institutions, and are central to a company’s ability to effectively collaborate with its partners. A Global Leader Our reach is expansive. As a global provider of EIM software, our products are operating in more than 40 countries across the globe, supported by 37 data centers and 8,900 employees in 120 office locations. Our global presence allows us to draw on business and technical expertise from a diverse workforce for greater levels of innovation and stability. We work side by side every day with the industry’s best and brightest talent. Our diversified employee base equips us to develop and refine best- in-class solutions for our customers, and to continually innovate and out-perform our competition.

#1 $1.9B #1 80% 600,000 1,300 EIM Global Revenue Business Network of Fortune 5,000 Trading Partners Cloud Experts

2,000 100,000 25 8,900 40 18B Partners Customers Years of Innovation Employees Countries Transactions $7 TRILLION In Cloud Commerce

FIGURE 2.1: OpenText by Numbers

12 | CHAPTER 2 EMEA HQ Grasbrunn DE

WW HQ Waterloo US HQ ON San Mateo Japan HQ CA Tokyo JP

South America HQ Sao Paulo Africa HQ BR Johannesburg SA APAC HQ Sydney AU

FIGURE 2.2: A Global Footprint

OPENTEXT TODAY | 13 Putting People First Pioneering Technology Innovation OpenText is enabling the digital world for more than 100,000 customers. We put From early search engine technology to releasing the world’s most comprehensive our customers first. It is a big part of who we are and what makes us so successful. digital EIM platform, OpenText is a recognized technology pioneer. Our latest Eighty percent of the world’s most respected Fortune 5,000 companies are using product release, OpenText Release 16, is the only product on the market that OpenText EIM to turn their transformative vision into reality. Approximately one in automates the complete flow of EIM—from Engagement to Insight. Our solutions three users of web-based software accesses OpenText solutions on a regular basis. address key business goals that drive digital transformation. Only OpenText offers B2B is our marketspace and we operate behind the firewall, below the billions of the breadth of capability or the capacity to deliver these solutions from a single web pages that are accessible in the public web. Protecting and maximizing content in release and platform. the deep web is the OpenText domain. We constantly push the boundaries of disruptive technologies to develop innovative We partner to succeed with approximately 2,000 sales and distribution partners solutions such as Project Bandaroo, our latest social collaboration technology. Built worldwide. Our partnership strategy is comprehensive. OpenText has developed on top of OpenText Core, it combines ECM and social software to give our customers strong and mutually beneficial relationships with key technology partners to deliver the ability to collaborate around information. customer-focused solutions, including major software vendors, systems integrators, value-added resellers, and storage vendors. Key strategic alliances of OpenText OpenText Social Channels Bots Project include SAP, Microsoft, Oracle, and Accenture®. We are passionate about our Core Communities (not walls) (not idle CPUs) Management partners and their success. + + + +

FIGURE 2.4: Project Bandaroo Delivers Social Collaboration

We are driving the evolution of EIM as it moves from governing information to building information-based applications to uncovering business insight. Our next- generation cognitive platform, Magellan, epitomizes the promise of EIM fulfilled. It democratizes cognitive capabilities because it is easy to program, affordable, and highly accessible. In the same way that Ferdinand Magellan opened up the world by circumnavigating it, OpenText Magellan opens up a world of possibilities for the enterprise. The power of information is transformative. A culture of innovation drives our operations. As we continue to ride the wave of digital disruption, we will disrupt our own business models and operations to innovate and shape the future of EIM. We believe that EIM is the platform of the future.

FIGURE 2.3: Passionate About Partner Success

14 | CHAPTER 2 Powering the World’s Biggest Business Network for spending on IT through 2020. The enterprise software market is growing and In a digital world, the technology industry has transitioned to a subscription economy. disruptive technologies will impact this growth, constituting at least one-quarter We recognize that the Cloud is a strategic imperative for organizations as they of total enterprise software spend. This represents a significant opportunity for advance on their journey toward digitization. enterprise software market players that enable digital businesses. We are a leading Cloud Services provider and we recognize that it is a hybrid world. The information management market is an established market with room to grow. Some customers want to run in the Cloud, some want to run on premises, and others We will continue to produce solutions in ECM, BPM, CEM, and Discovery to answer want to strategically place workloads where it is most important to them. Our flexible business requirements in the information management market. cloud models for public, private, or hybrid deployments help our customers protect Historically, our managed services offerings gave us inroads into a billion-dollar and manage their information according to governance policies and regulations. business network market. We are exploring how to best serve our business network We run the world’s biggest business network in the OpenText Cloud. It processes customers in this space. OpenText manages the environment, the upgrades, and over 18 billion transactions across 600,000 trading partners per year. If the workload to give customers the ability to scale to support more users, trading OpenText Business Network were a country, it would be the world’s third largest. partners, or customers at a fraction of the cost. This includes access to our cadre of Approximately 10% of the world’s GDP flows over the OpenText Business Network. experts across the globe. Many of the world’s largest businesses depend on our network for around-the-clock, On its own, the analytics market is rich in potential. Our cognitive solution, combined reliable services. with analytics technologies, will push the enterprise market beyond its current limits, The OpenText Cloud is owned and managed by OpenText. This means that we for deeper levels of insight and business intelligence. can assist our customers in fulfilling data sovereignty requirements and regional directives to help ensure their data and systems are safe and compliant. As a trusted partner to our customers, we guarantee that we will not sell our customers’ data. The OpenText Cloud is also purpose-built; spanning both information management Information and B2B integration—all with advanced analytics. Customers can manage their own Management deployments, or have OpenText Managed Services run them in the Cloud. Supported (E CM, BPM, CE M, D iscov ery ) by a global, scalable, and secure infrastructure, the OpenText Cloud consists of a foundational platform of technology services and packaged business applications for industry and business processes alike. Capturing Market Opportunity The perfect storm of market upheaval, disruptive technologies, a best-in-class EIM Business platform, and managed cloud services has resulted in rich opportunities for OpenText A nalytics to capture market share. We will continue to be an EIM company, producing solutions Networks in the information management, business network, and analytics markets. According to industry analysts, the year 2020 will see a convergence of technologies into a nexus of forces that businesses can capitalize on to create competitive advantage. A combination of cloud computing, social media, mobility, big data, and FIGURE 2.5: A Market Rich in Opportunity the IoT will drive the digitization of business and form the major growth drivers

OPENTEXT TODAY | 15 Delivering Recognizable Value income, and today we celebrate annual sales in the billions of dollars. EIM is a large, Over the years, OpenText has won many awards, demonstrating our leadership fragmented, and growing market, with more than $30B USD in annual customer in fostering mutually beneficial partnerships, delivering innovative solutions, and spend. OpenText has the right platform, vision, and technologies to lead this market. achieving technology excellence. We remain focused on operational excellence and delivering on our targets for growth and performance. As we look back over the last 25 years, we are excited Celebrated Partnerships about our future and the opportunities it will present to deliver superior products, For nine years running, OpenText has been honored with the SAP “Pinnacle Award customer success, and shareholder value. We are shaping our future, the future of for Application Innovation Partner of the Year,” recognizing our outstanding customer success, and the future of a market. contributions as an SAP partner. SAP presents these awards annually to partners that have excelled in developing and growing their partnership with SAP and helping customers "run better." We have also been recognized by Microsoft as an “Alliance Total Revenue ISV Industry Partner of the Year” for demonstrating excellence in innovation and * $ 1 ,9 0 0 in CC implementation of customer solutions based on Microsoft technology. 10 Year CA GR 16% $ 1 , 8 5 2 $ 2 9 7 Innovation and Technology Excellence $ 1 , 6 2 5 $ 2 9 4

From the outset, OpenText has been recognized as an innovator. We placed on $ 3 0 6 $ 1 , 3 6 3 ComputerWorld’s emerging “Ones to Watch” list, as one of “Fortune 100’s Fastest $ 6 2 1 $ 1 , 2 0 8 $ 6 0 5 Growing Companies,” and also as “Canada’s Top Software Company” (Branham300). $ 2 7 3 $ 3 7 3 Ranking at the top of lists by Investor’s Business Daily, the Profit 100 List, and $ 1 , 0 3 3 $ 2 9 4 $ 9 1 2 $ 1 8 0 Canadian Business Tech100, OpenText is distinguished as a leader in software $ 2 6 9 $ 7 8 6 solutions. We listen to our customers and receive global accolades for doing so— $ 7 2 6 $ 2 3 8 $ 5 9 6 $ 2 3 0 $ 2 1 9 from our Computerworld Malaysia and Computerworld Singapore “Customer $ 6 5 7 $ 6 5 8 $ 7 0 7 $ 7 3 2 $ 7 9 8 $ 1 8 3 $ 4 1 0 $ 5 6 1 Care Awards” to Forrester’s prestigious “Voice of the Customer” awards, our $ 5 0 7 $ 1 2 3 $ 3 6 4 $ 4 0 5 innovative approach and efforts have a proven impact on our customers and their $ 2 8 8 $ 1 8 4 business performance. $ 2 0 4 $ 2 5 7 $ 2 5 2 $ 2 3 8 $ 2 2 1 $ 2 0 0 $ 1 0 3 $ 1 2 6 $ 1 4 3 $ 1 5 1 $ 1 6 6 From ECM to CCM, Business Intelligence, Dynamic Case Management, DAM, WCM, FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 and Smart Process Applications, our software solutions receive external validation Serv ices Maintenance Cloud L icense by industry and third-party analysts. Currently, we participate in 17 top market ranking categories, and are leaders in nine. FIGURE 2.6: Stable Growth and Performance Demonstrating Solid Financial Growth The Company’s initial public offering was made on the NASDAQ in 1996 and, subsequently, on the Toronto Stock Exchange (TSX) in 1998. Since listing as a public company, OpenText has demonstrated steady growth while remaining profitable. OpenText endures. We survived when the dot-com bubble burst in the nineties and have gone on to experience record earnings, with consistently strong financial results quarter over quarter. We have grown our revenues, increased our operating

16 | CHAPTER 2 OpenText appears on the NASDAQ in Times Square OPENTEXT TODAY | 17 OUR 3 MISSION

Creating a Better Way to Work And finally, a better way to work means having better control over information. Early on, we recognized that information is a key strategic component for Our solutions give our customers more control over their information so that they every organization. It drives innovation and growth. Information leads to greater can successfully meet internal and regulatory mandates for information governance, insight, higher customer satisfaction, accelerates time-to-market, and helps our compliance, security, and privacy—all of which are extremely critical in the customers discover new opportunities, arming them to remain competitive and grow digital world. into market leaders. Our Mission: To Enable the Digital World Our EIM platform creates a better way for organizations to work with enterprise In a digital world, our customers face unprecedented competitive forces. Disruptive information, in any format, on premises or in the Cloud. technologies are introducing new business models and reshaping entire industries. Businesses are capitalizing on a subscription economy to bring new products and services to market. Other disruptors such as the digital consumer, a changing workforce, globalization, and regulatory pressure are converging with technology to impact business operations. As new businesses replace the incumbents, no Better Better Better Better Better organization is immune to these disruptive forces. Business Productivity Innovation Insight Control OpenText enables organizations to take advantage of digital disruption to achieve their business goals. To succeed in the digital world, digital transformation must be FIGURE 3.1: EIM – A Better Way to Work extensive, reaching beyond customer touchpoints to become embedded at the very core of the organization. EIM drives better engagement. Customer engagement is central to business in the digital world. Digital consumers are calling the shots. They are mobile, always- We provide the tools, solutions, and direction required to digitize information, on, and hyper-connected. To meet their needs, organizations have to offer them processes, and transactions across the enterprise and the business network. Through solutions that leverage extreme connectivity, extreme automation, and extreme our EIM products and services, we strive to ensure that our customers are prepared computing power. for the disruption that the digital world brings to business. EIM powers better productivity at all levels of the enterprise. Better productivity We enable the digital world for our customers. means improved output, higher revenue, and greater market share. In order to sustain OpenText helps companies of all sizes and across industries to manage, secure, a digital customer experience on the outside, organizations must embrace digital and leverage their unstructured business information. Our core competencies of transformation equally on the inside. technology and expertise provide our customers with competitive advantage and To foster innovation, organizations need the flexibility to try out new approaches productivity gains. without incurring high costs, and the agility required to quickly respond to market To help our customers increase their revenue and decrease their costs in this time changes. EIM helps organizations find new and better ways to innovate. of disruption, OpenText solutions maximize customer experience, operational Behind every business goal is the ability to make well-informed decisions, backed processes, and business models. EIM is the transformative technology and the by data and the ability to derive conclusions and predictions from it. With analytics platform that underpins a deployable digital strategy. infused into every suite, OpenText EIM delivers better insight.

20 | CHAPTER 3 EIM helps transform the enterprise into a digital enterprise. Every transaction, every ased Rev Incre enue process, and all of the data that flows in between is digital—from internal systems and infrastructure to external systems in an extended business network in the Cloud. Its underlying systems are fast and configurable. It supports technologies that enhance automation, like sensors, M2M communications, and cognitive systems. When processes and data are fully integrated, predictive analytics can be applied Customer to add value all across the enterprise and its supply network—to offer insights into Experience better performance, customer behavior, and product innovation. Our Corporate Strategy and Product Roadmap & a C at cs lo EIM equips organizations on their journey to digital transformation. The journey ti u D ly d g a i n is a complex one made up of: the digitization of all processes and information, B A Nexus of the consolidation of information across many systems, alignment and seamless Forces integration of business networks, wildly exciting customer experiences, and cognitive M l s a k o i r b oc o systems that augment how we work with technology to create and innovate. il S w e et N From early search engine tools to cognitive technologies—and all the EIM Business Operational technologies in between—we build world-class solutions to help our customers excel Models Processes in the digital world. We call this the OpenText View of the World and it drives our product development strategies. The OpenText View of the World The following approaches are key in supporting these priorities:

D 1. One Platform ecreased Costs We believe in one platform. One digital platform that integrates data schema and FIGURE 3.2: How We Enable the Digital World architecture with user experience, across all the EIM functions. One platform for all information. EIM: A Digital Business Strategy OpenText provides a set of enterprise suites to manage unstructured information EIM introduces new, digital business models that enable our customers to transform and business processes. These suites comprise the EIM platform on which many themselves into a digital business. In broad terms, a digital business is billions of business applications are built, whether by OpenText, our partners, or those people, businesses, and devices communicating, collaborating, and transacting in real developed by our customers themselves. time. Its potential is huge—from replacing paper and manual processes with software to moving applications to the Cloud to applying analytics for business insight. A digital business involves more than just adopting an e-commerce model, it replaces old operational approaches with new business models.

OUR MISSION | 21 2. One Business Network Through analytics, we strive to empower the enterprise to report, visualize, analyze, It is a corporate priority to continue to be the world’s largest Business Network. Not make what-if decisions, and ultimately, make predictions from the information in their just to manage and govern the information on one platform, but to exchange the EIM platform, across the Business Network, and from the Internet. information in any format for commerce. For business-to-business, cloud-to-cloud, 6. Leadership and Expertise and ultimately, machine-to-machine. This is a key operating tenant that we strive to We strive to perfect EIM. This involves having the expertise and leadership required deliver against. to help our customers make this transformational journey to digitization. OpenText delivers the capabilities to automate B2B transactions for business Our customers inspire us to innovate. They are the center of our universe. For this networks, including supply chains, logistics operations, or inter-bank money reason, we are not a change-order-driven company. When a customer has an issue, transfers. Our B2B solutions connect multiple trading partners, from basic to the they come to us and we solve it. By doing this effectively, we build trust with our most sophisticated, and vertical and horizontal applications that OpenText can host customers all over the world. This is what it means to enable the digital world, and for the entire business network. this is our mission. 3. Re-invent the Information Developer We can’t build it all—and organizations have a lot to build. We believe they should EXTREME be empowered to program our business network and write an app on top of the EXTREME EIM network, or build applications on top of EIM. We want information developers to AUTOMATION CONNECTIVITY have a RESTful service into EIM so that they can write an app that leverages all of our CEM or BPM capabilities. One Platform This is our direction—to re-invent the information developer because: 1) the 1 Manage and exploit all Enterprise Information developer makes all things possible, 2) we can’t build it all, and 3) there are a lot of lightweight applications that organizations need to write. One Business Network 2 Exchange all Enterprise Information 4. Most Trusted Partner (from B2B, C2C, M2M and in all formats) We strive to be our customers’ most trusted partner. This is a goal from the top Re-invent the Information Developer of the organization down. We are committed to our customers as they digitize 3 The developer makes all things possible their information and processes, as they move workloads to the Cloud, as they deliver meaningful customer experiences, and as they exchange commerce and Most Trusted Partner communications across their business networks. 4 In( the lives of our customers (On-premises, in the OpenText Cloud, 3rd Party Cloud) As a trusted partner, we help make information safe. OpenText has decades of experience with assisting customers with their information governance, regulatory 5 Information Analytics compliance, risk mitigation, and security. Visualize, extract insights, and make predictions Leadership and Expertise 5. Information Analytics Leadership and Expertise The analytics software market is expected to be in the billions of dollars in just a few 6 Shape the future, hire the best, differentiate our short years. customers

FIGURE 3.3: The OpenText View of the World

22 | CHAPTER 3 OpenText employees gather at the annual corporate kickoff

OUR MISSION | 23 WHAT 4 WE DO

EIM: From Engagement to Insight OpenText Enterprise Information Management (EIM) is the platform for digital to Cash. For the next 20 years, EIM will be the dominant enterprise system, transformation for enterprises the world over, automating complete business automating customer engagement to business insight. OpenText offers the processes from Engagement to Insight. For the last 20 years, Enterprise Resource complete EIM flow: from Engagement to Capture to Content, Process, Collaboration, Planning (ERP) has been the dominant enterprise system, automating Campaign Discover, Exchange, and Insight.

Engagement Capture Content Process

In the digital world, reaching consumers The byproduct of engagement is With a rich legacy in ECM, our Content Once information is digitized, requires a complex, multifaceted information. Enterprise information solutions provide benefits that reach organizations can automate processes approach across many channels. New exists in many formats that need to be beyond lifecycle management and around this information for greater digital technologies have created new captured to be understood, governed, and governance to deliver a new way to efficiency and agility. Having moved customer touchpoints with opportunities leveraged to maximize value. work. OpenText Content Suite is ECM beyond our early days of a workflow to deepen Engagement. Capture is a requirement for true reimagined to foster collaboration, engine embedded in an ECM system, our Our customers are using OpenText digitization. OpenText Capture Center increase productivity, and deliver insights Process solutions enable organizations to Experience Suite to digitize the entire uses sophisticated Optical Character based on enterprise information. build applications using entity modelling customer journey. OpenText Experience Recognition (OCR) software to quickly Content Suite is an integrated group of and a robust orchestration engine. Suite is a comprehensive, integrated suite and efficiently capture and digitize ECM solutions that creates a centralized, OpenText Process Suite is a set of of products that includes WCM, DAM, documents, forms, and faxes from sources unified information grid to connect components for building process and case CCM, social technologies, and portals, such as high-end scanning devices, information from across the enterprise management applications. It includes working together to create compelling Multi-Function Peripherals (MFPs), file with the people and systems that need the OpenText Process Platform, out- and consistent brand experiences, and system folders, email servers, and FTP it. Content Suite improves productivity of-the-box applications, and add-on consolidate information for deeper sites. Technologies like e-forms and with simple, intuitive tools and compelling products that enable our customers to insights into customer preference e-signatures help to route documents as user experiences. It increases process craft the process and case automation and buying behavior. Many of the part of a digital process. Organizations productivity through full integration environment that suits their particular world’s biggest brands use OpenText use OpenText Capture solutions to with applications such as SAP, Oracle, needs. OpenText Process Suite offers CEM solutions to increase customer reduce manual keying and paper handling, Salesforce®, and Microsoft for better social and mobile capabilities and satisfaction, brand loyalty, and profit improve data quality, and decrease the control with OpenText governance and flexible deployment options, and allows margins—all through deeper and richer risk of non-compliance through digitized security functionality. Used by some of organizations to build applications customer engagement. information and processes. the largest companies and governments that leverage a wide variety of in the world, Content Suite is available on EIMcapabilities. premises, as a subscription in our Cloud, or as a managed service. ration

26 | CHAPTER 4 E ngagement Capture Content Process Collab oration D iscov er E xchange I nsight

FIGURE 4.1: The Complete EIM Flow – from Engagement to Insight

Collaboration Discover Exchange Insight

OpenText Collaboration technologies As an aspect of EIM, Discovery Exchange technologies facilitate the When analytics are applied to the provide a secure environment where solutions work together to enhance an efficient, secure, and compliant exchange Business Network and EIM Suites, the projects can be safely archived, organization’s capacity to both “find” of information across the enterprise information flow moves from systems moderated, managed, and explored and “remember.” The expense and time and its business network, from faxes of engagement and systems of record to for greater value. Enterprise social associated with traditional legal or and cloud services to Electronic Data cognitive systems of insight. Business capabilities deliver a medium through other information discovery is very high. Interchange (EDI) and large Managed Insight is gained by capturing, combining, which our customers can customize their Having a set of Discover tools available to File Transfers (MFTs). An information and transforming information to identify social experience and integrate with reduce time spent finding materials and exchange can be described as a payload of relationships, risk, and new opportunities today’s consumer platforms. Spanning this also refine the accuracy of the data sets data, moved between one or more parties for growth. Available on premises bridge in a way that is both compelling for retrieved represents immediate savings for the purposes of communication, or in the Cloud, OpenText Analytics end users and safe for the organization for an organization. By linking structured sharing, or transacting business. These Suite offers an integrated solution for is critical in the digital world. OpenText and unstructured information across services generate massive amounts advanced analytics and embedded data Core is a file synchronization and sharing multiple formats and sources—Discovery of data. B2B integration falls under visualization to help organizations better solution that offers a rich, collaborative lays the foundation for analyzing large the umbrella of Information Exchange understand and engage their market experience in the Cloud with the control volumes of information in real time solutions, managing information and customers. Our next-generation and governance that is needed in the with superior accuracy. Incorporating transmitted between supply chain trading cognitive platform, OpenText Magellan, enterprise. Project Bandaroo, our next- information and records management partners. B2B integration drives the real- leverages open algorithms and machine generation collaborative technology, with solutions for archiving, email time, automated transfer of information, learning, enabling organizations to apply combines Core, social communities, management, auto-classification, search, money, and goods and services. Our EDI predictive analytics to EIM to unlock the channels, intelligent bots, and secure and eDiscovery helps our customers and integration services, the Trading value of their information. Each of the project management. Both Core and reduce litigation, risk, and storage Grid™ and Managed Services, provide OpenText EIM Suites have been infused Bandaroo bring teams together securely costs. At the same time, they benefit end-to-end visibility into supply chain with analytics to help our customers find to work in social and convenient ways to from improved compliance, security, operations for real-time decision making answers to their most pressing significantly improve productivity across user productivity, and time-savings in and the improved orchestration business questions. the enterprise. addressing the need to classify huge of operations. volumes of legacy content, email, and social media.

WHAT WE DO | 27 Process Flows from Engagement to Insight is captured once the candidate engages with an organization using an online form. With EIM complete, our customers can digitize vertical or enterprise process flows When the application is submitted, the digitized process creates a PDF version like Hire to Retire, Procure to Pay, Idea to Product, and the Digital Mailroom—from of that form and includes any required digital signatures. A content management Engagement to Insight. system manages and consolidates associated files, and records management is applied to help ensure compliance. A flexible workflow provides notification of all Automating the Hire to Retire process eliminates the paper-intensive structure of post-hire activities including benefits, training, and periodic reviews. A new hire employee onboarding, streamlining the process while adhering to regulation and can be successfully onboarded using collaborative workspaces and social networks. governance policies. The entire process is digitized, from Engagement to Insight, Discovery technologies and analytics can be applied to mine employee information as a potential employee moves through the hiring process. Pertinent information for sentiment and other insights.

H ire to Retire

E ngagement Capture Content Process Collab oration D iscov er E xchange I nsight

• E mploy ee Portal • W eb and Mob ile • E mploy ee F ile • E mploy ee • E mploy ee • eD iscov ery • On- D emand • E mb edded F orms Management Onb oarding and Onb oarding Messaging R eporting and • Manager Portal Termination • I nf ormation V isualiz ation • e- Signature and • Content Processes • D ispute R esolution G ov ernance • Secure Managed • Onb oarding and D igital Signature Management F ile Transf er • Predictiv e A naly tics e- L earning • H CM I ntegration • E xception H andling • I nf ormation A ccess • Capture and • R ecords • Secure E mail • Structured and • Contract OCR / I CR Management • Case Management • Social • Content A naly tics Unstructured Management Collab oration • Sentiment A naly sis I nf ormation • F ile Sharing and • E ntity Modeling A naly tics Sy nc • Omni- Channel D eliv ery

FIGURE 4.2: Digitized Process Flows – From Engagement to Insight (Hire to Retire)

28 | CHAPTER 4 The goal of Procure to Pay is to automate processes by introducing efficiency system. Transaction data from banks, vendors, shipping companies, and other controls. To enforce buying controls, for example, purchasing budgets are cross- external sources is accepted and reconciled with supplier statements to payments referenced with pre-defined buying limits. A requisition that falls within limits is and goods received. Contract analysis can be applied to identify the similarities automatically routed for approval, converted into a purchase order, and sent to and differences between agreements. Predictive analytics and embedded reports the correct supplier by email. Data can be extracted across multiple systems; for and visualization provide additional business insight into the process. All of this is example, invoice and payment data from a general ledger, an ERP system, or a CRM digitized—from Engagement to Insight.

Procure to Pay

E ngagement Capture Content Process Collab oration D iscov er E xchange I nsight

• Supplier/ Trading • V endor and • A ctiv e D ocuments • Managed Serv ices • A ctiv e Communities • Contract A naly sis • Connectiv ity • Trading G rid Partner Portal Supplier I nv oice I ntegration A naly tics Management • A ctiv e Orders • Secure Messaging • B2 B I ntegration • Partner Onb oarding • Custom SL A s and • E mb edded and Mapping • Capture/ OCR • F ile Sharing and A rchitecture • F ile Sharing and • B2 B Managed R eporting and Serv ices Collab oration Collab oration Serv ices V isualiz ation • I ntelligent F ield • D ata Sov ereignty R ecognition • R ecords • Customer • F ax Solutions • Business A ctiv ity Management • I ndustry Communication I ndex Certif ication Management

FIGURE 4.3: Digitized Process Flows – From Engagement to Insight (Procure to Pay)

WHAT WE DO | 29 Product development generates enormous and complex sets of information. to consistent business rules, effective management of the handover process Effectively managing this bulk of information is a daunting task. Poor or missing between projects and operations, improved communication and efficiency, and information can lead to product release delays, bad decisions, or even project minimized duplication of efforts. A digitized flow helps organizations approach failure. Both product design and control are dependent upon accurate and timely their product releases—from ideation through to release and marketing—with the information, as well as the ability to use this information effectively. Automating flexibility required to manage a process in which stakeholders, organizations, and the Idea to Product process flow from Engagement to Insight offers a range of information are in a state of constant flux. benefits, including greater control of project assets and documentation, adherence

Idea to Product

E ngagement Capture Content Process Collab oration D iscov er E xchange I nsight

• Media and D igital • Collab oration • E ngineering • Contract • F ile Sharing and • R egulatory R ecords • B2 B Managed • Predictiv e A sset Management D ocument Management Collab oration R etention Serv ices A naly tics • Content Management • Social Collab oration Management • E nterprise • D igital Supply • I ndustry R egulatory • Secure Messaging • Content A naly tics • Campaign A rchitecture Chain Management Compliance and Text Mining • Connected Management • F ax Solutions W ork spaces • A pplication • Omni- Channel • eD iscov ery • E mb edded • Media D ev elopment D eliv ery R eporting and • Secure E mail Management • I nf ormation V isualiz ation • Process G ov ernance I ntelligence • Case Management

FIGURE 4.4: Digitized Process Flows – From Engagement to Insight (Idea to Product)

30 | CHAPTER 4 The Digital Mailroom is the digitization of all incoming mail processes, from OpenText EIM combines information and process flows together in a single platform. Engagement to Insight. Using capture solutions, organizations are able to digitize Hire to Retire, Procure to Pay, Idea to Product, and the Digital Mailroom all move incoming mail and automate the classification and distribution of mailed documents through Engagement to Insight. From software for speech and video processing within the enterprise. Both paper and email can be managed, allowing organizations to Natural Language Processing (NLP) to contract analysis to a predictive engine to standardize their internal mail distribution procedures according to regulations for deeper insight—the functionality is extensive, the solution is complete, and the and corporate policies. As mail volumes continue to grow exponentially, the Digital benefits that our customers realize are transformative. Mailroom will become the standard in every enterprise. EIM as a centralized platform brings significant gains in mail processing through improved productivity and customer service.

D igital Mailroom

E ngagement Capture Content Process Collab oration D iscov er E xchange I nsight

• Secure and R egular • D igital D ocument • A uto- Classif ication • E mail/ D ocument • D ocument V iewing • eD iscov ery • Secure E mail • Content A naly tics E mail Capture R outing • R ecords • R edaction/ • Content A naly tics • Secure Messaging • Text Mining • Paper Mail • Paper D ocument Management • E xception H andling A nnotation Scanning and • F ax Serv ices • E mb edded • M2 H I nteractions OCR / I CR • Content • Multi- F ormat R eporting and and N otif ications Management V iewing V isualiz ation • A rchiv ing • F ile Sharing and Social Collab oration

FIGURE 4.5: Digitized Process Flows – From Engagement to Insight (Digital Mailroom)

WHAT WE DO | 31 EIM: Unlocking the Value of Information Most information companies keep their information in vast repositories. These repositories house information of significant volume that compounds on a daily basis. Information and data, and often the processes that underpin them, are fragmented. Information flows across the enterprise are interrupted and disconnected, their paths are not clear, vulnerabilities lay hidden, and opportunities are lost. In the digital world, many organizations are unable to realize the strategic significance of their information.

Secure

Collab orativ e Trusted E CM CE M

EIM I ntegrated A naly tics BPM Modern

Business N etwork

Prov en Scalab le

FIGURE 4.6: EIM – The Digital Platform of the Future

OpenText EIM is the digital platform of the future. It is secure, trusted, modern, scalable, proven, integrated, and collaborative. It unlocks the true value of enterprise information by managing the complete information flow from Engagement to Insight. As an integrated platform of suites, EIM assembles information flows and expands them beyond simple tasks to add value as information moves through the enterprise. EIM provides controls and creates the opportunity for unlimited growth and responsiveness so that organizations can succeed in a digital world.

32 | CHAPTER 4 Fostering innovation with customers and partners at Enterprise World WHAT WE DO | 33 OUR CUSTOMERS 5 AND WHAT THEY ACHIEVE

The Transformative Power of EIM The OpenText solutions team worked closely with the company to deliver a Better insight, operational efficiency, productivity, customer satisfaction, compelling user experience for quick and easy access to content. The design was compliance and security, cost reduction, and B2B integration are core to doing better implemented using OpenText tools to offer a consistent end-user experience, business. From Engagement to Insight, OpenText solutions empower our customers regardless of device type. A dynamic home page presents consumers with current to meet their strategic goals to drive transformation and deliver value across shows, as well as a customizable channel schedule, videos, photo galleries, and the the enterprise. company’s blog. As a result, the company has been able to successfully introduce new channels and models in today’s subscription economy. Engagement Capture Organizations all over the world are using our EIM solutions to engage with customers and employees to create experiences that delight. With OpenText Experience Suite, OpenText capture technologies are used to preserve and manage content as the some of the world’s most successful brands are creating online experiences that byproduct of engagement and interaction. attract consumers, engage users, generate loyalty, and drive revenue. A city and unitary local authority in the U.K. has used EIM solutions to digitize their entire mailroom and transform council services. The new, state-of-the-art mailroom has the capacity to handle 8,000 items a day, has converted over one million existing documents to digital format, and captures 90,000 to 100,000 pages per month. The team handles more inbound mail than ever before and even offers an outsource mail capture service to other organizations as an additional

Mob ile W eb revenue stream. Back-office savings through consolidation and other efficiencies elivD ery have contributed to savings of £20M ($35M USD) with no unfavorable impact on front-line services. Omni- channel More than 2,000 people currently use the system and this is expected to extend to EXPERIENCE 3,500 users. Digitized solutions are being applied in human resources, to the Land Social Print Charges process, and for recordkeeping for the special educational needs team, Content among others. EIM is providing the agency with a solution that is efficient, intuitive, Production and scalable, helping them accomplish their core activities in a cost-effective, transparent, and timely manner. Content Media Statements Enterprise content needs to be governed throughout its complete lifecycle, from capture to disposition. OpenText Content Suite enables organizations from all

FIGURE 5.1: Empowering the Digital Enterprise with Experience Suite Solutions industries to bring content to people’s fingertips to increase productivity, integrate critical content with business processes, and promote compliance with internal A major American television network required a connected mobile application that policies and external regulations. would provide fans with a daily schedule, a blog, and full access to movie reviews, galleries, video clips, and trailers. The application had to be distributed across multiple channels to maximize revenue-generating opportunities and support responsive web design for both touch and non-touch devices.

36 | CHAPTER 5 “The most signifi cant business benefi ts resulting from the Share A nnotate implementation of OpenText ECM Suite for SAP Solutions are the HE CONT speed at which an invoice is approved (minutes vs. days) and the W ork f low T EN Collab orate SE T U improved ability to view documents and track invoices in the approval process. We can now also easily summarize our un-posted liabilities.

Search A rchiv e These benefi ts were anticipated and achieved.” CONTENT — CIO OF A LEADING U.S. OIL AND GAS COMPANY

M Capture A T D ispose N EN AG T E THE CON A national European railway company was challenged by a complex set of business drivers that ranged from cost optimization while delivering customer service to Metadata Transf orm punctuality without compromising safety. To satisfy its directives, the company set out a vision for its digital future where all business processes would be content- Perms V ersion enabled, removing much of the paper that flowed through the organization. FIGURE 5.2: Content Suite is ECM Reimagined The company has standardized its processes and information across the organization on an EIM platform, with expected savings of €30M ($33M USD) per year. Around 2.5 In the natural gas business, records have a long life that can span decades. million documents were added to the system in the first year, growing by some 1.3 Government regulations require service lines to be tracked for the life of the million each year to over 7.5 million after five years. With the foundational platform corporation. Many other aspects of energy production are also highly regulated. A now established and providing fast, accurate information access—in context—staff U.S.-based oil and gas exploration and production company was looking for an ECM have the confidence that information accessed is the single source of the truth. This solution that would help them comply with regulations and automate their procure- has led to the possibility to grow the use and application of EIM technology. to-pay process to improve competitiveness and overall profitability. Specifically, the company wanted to improve invoice tracking, streamline the approval process, reduce the length of time spent responding to vendor inquiries, and ensure a more efficient internal control system. “Based on centralized information, more than 5,000 drivers are The company rolled out a content solution that offers integration, extensibility, able to access the latest bulletins and record service information and interoperability. Touching all departments at the organization, 400 users move on their mobile devices in real time. So this means that information seamlessly between instances of Microsoft Outlook® and SAP with full integration can be pushed directly to our drivers’ devices based on their profi le, into their ECM system. The solution provides a much higher level of internal control signifi cantly improving our effi ciency and response rates.” to the entire procure-to-pay process, enabling the company to comply. The benefits from the system are significant and quantifiable: an improvement in ratio of purchase — PROGRAM MANAGER OF A NATIONAL EUROPEAN RAILWAY COMPANY orders to non-purchase orders, an increase in early payment discounts, a decrease in late-payment penalties, reduced time spent on vendor calls, and a minimum of 85% success for vendor compliance of invoice requirements.

OUR CUSTOMERS AND WHAT THEY ACHIEVE | 37 Process When enterprise information is secure, it can be effectively routed through process “[Our] success isn’t just measured by the number of ISAs that we applications to improve efficiency and performance. OpenText Process Suite offers processed and the amount of new business we brought in—it was solutions for flexible, agile business process automation and case management in the speed, accuracy, and timeliness that we were able to process systems that enable employees, customers, and partners to collaborate, streamline applications and the exceptional experience that we were able to operations, and work more efficiently. provide to our customers.”

— HEAD OF CUSTOMER OPERATIONS OF A U.K.–BASED FINANCIAL SERVICES INSTITUTE

A naly z e Collaboration OpenText EIM solutions enable secure collaboration between employees, partners, Monitor and customers, empowering them to add value to information to improve productivity PROCESS D esign and innovation. For large, international hotel chains, delivering excellent customer service and consistent experiences between locations requires the engagement of many individuals. This is particularly challenging considering these individuals span continents, time zones, cultures, and languages. D eploy Orchestrate One of the world’s leading premier hotel companies was looking to build an infrastructure that would connect employees to promote community, facilitate day-to-day work, and enable the sharing of information across all the properties of FIGURE 5.3: Process Suite Optimizes Business Processes and Accelerates Time-to-Results its global portfolio. It opted for a CEM solution that combined a portal with collaboration and media management. The personalized portal acts as a gateway One of the largest financial services institutions in the U.K. was having problems to information and is fueled by social collaboration among associates. Project with the multi-stage, paper-driven (and inefficient) application process for cash and timelines are reduced through improved collaboration and a range of social fixed-rate Individual Savings Accounts (ISAs). features, including wikis, blogs, ratings, reviews, tags, and threaded discussions. The To automate this process, the company implemented an OpenText BPM platform, solution streamlines the content flow from associates to guests. Armed with the replacing its legacy workflow management system. With this new solution, time- latest information on policies, procedures, best practices, and internal articles, consuming and paper-based tasks such as generating letters, account opening, associates are better able to deliver more satisfying customer experiences. validation, and data entry are fully automated. Complying with government regulations, cash transfer time has been reduced from 21 to 15 days. Only two years after implementation, the company has secured a 25% share of the ISA market, while simultaneously eliminating eight million pieces of paper and saving on associated IT and infrastructure costs.

38 | CHAPTER 5 Exchange “Using OpenText, associates working in our corporate offi ce and OpenText Business Network solutions enable organizations to accelerate and control at our hotel properties can quickly update and locate fundamental how information is delivered across mission-critical business processes, such as information and benefi t from the knowledge of other individuals— supply chain and logistics. regardless of location. That translates into more time dedicated to our Global organizations are using OpenText Business Network solutions to drive guests.” business value through the efficient, secure, and compliant exchange of information— inside and outside the organization. — CHIEF HUMAN RESOURCES OFFICER OF A LARGE HOTEL CHAIN

Discover To be agile in the digital world, organizations have to be able to discover the true value of their business data. With OpenText Discovery solutions, our customers gain leading-edge capabilities to mine, extract, and present enterprise information to reduce risk, increase compliance, and improve decision making. One of the largest integrated oil companies in the U.S. needed a combined EIM solution with discovery capabilities to preserve and protect their information across BUSINESS 20,000 users worldwide. Seeking to elevate their information to an asset on par with NETWORK others like oil, gas, refineries, vehicles, and marine vessels, the company specifically wanted its employees to be able to create, find, and share relevant and accurate information. They also sought to eliminate out-of-date or duplicate information, and preserve information required for legal and regulatory compliance. Implementing an eDiscovery Early Case Assessment tool has enabled the company to quickly and accurately explore data where it resides, before collection and preservation. Used by the discovery management team, a part of the company’s legal organization, the solution is saving the company a tremendous amount of time and money, without the costly investment of engaging with an external third party to process the information. FIGURE 5.4: A Better Way to Work across an Extended Trading Ecosystem

The dynamic nature of the automotive industry and the significant growth “You have the productivity savings; you have the ability to make opportunities in emerging markets presented a significant challenge to one of the decisions based on relevant information, so you’ve got more trusted largest tire manufacturers in the world. The company realized that to minimize their supply chain risk, move production capacity to other countries, and work more closely information.” with customers in emerging markets, they needed a flexible B2B infrastructure. — ECRM PROGRAM MANAGER OF A LEADING U.S. INTEGRATED OIL COMPANY

OUR CUSTOMERS AND WHAT THEY ACHIEVE | 39 The company turned to OpenText for a Business Network solution that could scale DERSSTTAAN to support growth and meet the security needs of the company and its supply chain UUNND NDD partners. The new cloud-based integration platform does just that—supporting How did my e Ad What are my nc va marketing a nc international operations by providing a secure, scalable, highly reliable platform for rm e customers’ habits? campaign perform? o d rf A the exchange of transactions, such as purchase orders, shipment notices, commercial e Monitoring Analysis n P a k ly invoices, and payment instructions. In addition, OpenText Managed Services c t Why are i a c r s customers manage and monitor all B2B processes and business transactions, ensuring that B2B How close T Modeling operations are running smoothly around the clock. am I to my leaving? annual goal? What’s the next Alerts Segmentation best product to offer? “We were looking for a scalable solution with security. We found that ANALYTICS OpenText Managed Services was completely in line with our strategy Ad-hoc Interactive Data and this is why we moved to Managed Services. I would say that we Dashboard are extremely happy.” How much was sold? Can my bank — EDI MANAGER OF A GLOBAL TIRE MANUFACTURER S show me my e d lf e spending history? How successful S d e d are the different r e v Reporting Visualization b ic sales channels? e Em Insight Can I personalize my How much was OpenText Analytics Suite includes high-performing, on-premises and cloud solutions account statement? lost to fraud? for big data and predictive analytics. It provides an easier way to access, blend, EENNGGAAGEE explore, and analyze data to better understand customers, markets, and business FIGURE 5.5: Drive Understanding and Engagement with Analytics Suite operations without requiring data experts or additional IT resources. A government established lottery administrator in Europe needed a solution that OpenText is helping customers at every stage of their transformative journey. As could integrate easily with their existing gaming platform to support an annual illustrated in the examples in this chapter, our EIM solutions equip organizations with turnover of €10B ($12B USD). The system had to scale to support new users, the tools and technologies they need to digitize their information and operations. By and provide audit and usage analysis so that they could continually monitor and providing the world’s best integrated EIM platform and applications, OpenText EIM improve performance. ensures that global organizations can digitally transform their operations, processes, A combined analytics, social media, and portal solution was selected to replace the and information to better service and interact with their customers, suppliers, and partners, and create better ways to work. agency’s ad-hoc content management system and integrate with its online gaming platform. On the back end, the solution provides an agile development environment that permits users to modify content without rigorous product testing. It scales to support traffic greater than 80 million page views per month and is fully integrated with the online gaming platform. The system has proven itself through the efficient handling of volumes of traffic with analytics tools to optimize performance—enabling it to cost-effectively scale to support a growing membership.

40 | CHAPTER 5 Global Leadership across Industries At OpenText, the customer is our top priority. Everything we do is driven by the Aerospace 10 of the top 10 desire to make our customers wildly successfully. We believe this is why so many of the world’s most successful information companies partner with us. No matter Automotive the industry—from energy to financial services to healthcare—OpenText is helping 9 of the top 10 organizations achieve success by maximizing the potential of their information, in any format, across the enterprise and their business networks. Consumer Packaged Goods 10 of the top 10 In the age of digital disruption, organizations are experiencing a fundamental change to the way they work, interact with customers, and approach business processes. Engineering, Because of the shift towards digitization, competitors in every industry are taking Construction & of the top Operations 9 10 advantage of new platforms, tools, and integration opportunities to challenge incumbents. Digital is changing everything. Throughout this digital revolution, there Finance & will be industry winners and there will be industry losers. OpenText will fuel the Insurance 9 of the top 10 winners as the enabling force for transformation, through our products, services, and expertise. Government 6 of the top 10 Our solutions are helping 90% of the Fortune 500 meet the challenges of digital disruption. Across a range of industries, global leaders are using EIM to successfully Healthcare & transform their business—and turn strategic vision into competitive advantage. Life Sciences 10 of the top 10 The following examples illustrate the tremendous benefits that our customers are realizing from deploying innovative OpenText EIM solutions. Legal 8 of the top 10

Media & Entertainment 10 of the top 10

Mining 8 of the top 10

Oil & Gas 9 of the top 10

Retail 10 of the top 10

Utilities 7 of the top 10

FIGURE 5.6: Proven Worldwide Leadership across Industries

OUR CUSTOMERS AND WHAT THEY ACHIEVE | 41 Energy Engineering, Construction, Government and Operations It takes an enormous amount of energy and fuel to As technology advances, citizens are power businesses and homes around the world. Energy Engineering projects are incredibly expecting the same levels of responsiveness (mining, oil, and gas) companies are under continual complex. They typically involve from their governments that they experience pressure to responsibly extract and deliver resources a multitude of collaborators and in the private sector. So, in addition to while minimizing operating expenses and improving enormous volumes of information. developing policies and improving services, operational excellence. Seventeen of the top 20 Energy Effectively connecting all project governments must also modernize citizen companies around the world rely on OpenText to fuel stakeholders and securely managing access to programs and services. Seven of industries and nations across the globe. the information associated with the 10 largest governments around the world large-scale projects can be daunting. are using OpenText solutions to achieve this Nine of the top 10 Engineering, transformation. Construction, and Operations Integrating OpenText Content organizations around the world rely Suite solutions into their on OpenText solutions to tackle many An OpenText mobile social network was used business processes has of the industry’s toughest problems. at the Toronto G-20 Summit for the first time allowed NuStar Energy L.P. ever, enabling delegates to leverage secure to delete more than 10 million emails to meet their social media tools to collaborate on agenda governance needs. OpenText items before, during, and after the forum. ECM software Central Hudson Gas & helps Hatch reduce turn-around times The New Zealand Electric Corporation is for document reviews and receipt Transport Agency centralizing content and and certification of supplier and is using cloud- simplifying regulatory vendor data. These improvements based ECM-as-a-Service to make knowledge compliance to create greater value for its customers, have meant significant cost and accessible to improve performance and fulfillment for its employees, and profitable growth for time savings. process efficiencies and better serve citizens. its investors.

Bernalillo County is providing With OpenText Extended residents with high-quality ECM solutions, Subsea 7 services at the lowest cost has streamlined purchase-to-pay processing, which FMC Technologies relies on OpenText through automated and translates to cost and time savings and, ultimately, solutions to deliver real-time insights streamlined accounts payable. improved supplier relations. that enhance customer service.

42 | CHAPTER 5 Financial Services and Insurance Legal Industry

Never before have the Financial Services and Insurance industries been In the digital world, protecting people and intellectual property has threatened by so many disruptive forces. Digital financial institutions—“fintechs”— become increasingly important. Law firms must continually evaluate and are emerging and, unlike incumbents in the industry, they are focused explicitly on update their business processes to remain competitive. Legal services delivering services to meet consumer needs. This approach is forcing traditional companies trust OpenText solutions to manage and protect their institutions to modernize their systems, digitize their processes, and unlock the information and that of their clients. We support the business practices, value of the vast stores of information to deliver more targeted products and information management, and proactive compliance needs of eight of services. Today, nine of the top 10 Financial Services and Insurance institutions the top 10 around the world are using OpenText EIM solutions to transform their operations, law firms. services, and business networks.

Davies has been using OpenText ECM solutions to Citibank leads the way in terms of adopting new technologies (including OpenText manage and protect its intellectual property content for Experience Suite solutions) to create impactful, real-time communications that over two decades, which helps the firm stay competitive surpass the expectations of their digital customers. and provide its clients with the best legal service possible.

KeyBank is using OpenText cloud-based Managed Gowling WLG has completely digitized an Services to digitize commercial transactions and entire area of practice, securely routing optimize transparency along its supply chain. more than 890,000 documents through automated processes, to keep legal matters on track, on time, and on budget. Using OpenText software, The PrivateBank is realizing the benefits of digitization: compliance, cost reduction, OpenText solutions improve productivity collaboration, cycle time, and customer satisfaction. and collaboration at Lewis Rice, helping the law firm maintain its reputation of excellence by delivering enhanced Ohio National Financial Services is using OpenText client services. solutions to help advance its digital strategy, delivering usability improvements that save employees hundreds The European Court of Human Rights of hours annually and provide a higher level of engagement. (ECHR), has seen productivity gains of 60% since deploying OpenText ECM. The OpenText Experience Suite gives FWD competitive solution enables the ECHR to efficiently advantage by streamlining customer communications, manage its growing case load without compromising its ability to allowing them to deliver a more personalized and protect the civil and human rights of European citizens. consistent experience that exceeds customer expectations.

OUR CUSTOMERS AND WHAT THEY ACHIEVE | 43 Healthcare Utilities Media and Entertainment

Healthcare organizations across Utilities companies have been experiencing a Over the past 15 years, Media and Entertainment the globe have one common goal: to massive transformation in recent years. With industry business models have been undergoing provide better care. Many institutions budgets strained by aging infrastructure and an unprecedented reformation. The subscription are struggling to manage volumes investments in new capacity, renewable energy, economy has transformed the landscape with of information in many formats, Smart Grids, and the convergence of operational newcomers usurping established industry leaders. while still meeting requirements for technology with IT, Utilities organizations need To survive the digital revolution, Media and Electronic Health Records (EHR) and new ways to maximize output and minimize Entertainment companies must adopt software other regulations. We are helping cost to power urban and suburban centers. that supports emerging innovative business models the top 10 providers digitize their OpenText EIM solutions enable seven of the and production practices that will put them out in records and processes to deliver life- top 10 Utilities companies to attract and retain front, instead of out of business. OpenText provides saving services more efficiently while customers, increase uptime of operations, and the top 10 Media and Entertainment publishers, adhering to strict regulations. improve business insight—all while operating in broadcasters, movie studios, and advertisers with compliance with regulatory requirements. the solutions they need to deliver thrilling, on- demand, world-class entertainment.

Using OpenText Content Suite solutions, NorthBay Healthcare is using cloud- Metropolitan Utilities enabled document exchange to District has transformed enhance customer service and deliver operations by digitizing sophisticate care to patients. 3 million legacy paper documents, resulting in improved productivity and an estimated Our Experience and Process Suite solutions are $300,000 USD in annual savings. helping PBS streamline its broadcast and digital program delivery capabilities, enabling the network to fulfill its mission of creating and delivering Connecting employees content that educates, informs, and inspires. Sutter Health is sending more than 1 with content allows million faxes per month, eliminating Hydro Tasmania to paper to increase efficiencies, which redirect an estimated 25,000 hours per year and has resulted in more affordable care support its safety-first mission to compete in an for over 3 million customers. evolving marketplace.

44 | CHAPTER 5 Pharmaceutical and Life Sciences Manufacturing

Pharmaceutical and Life Sciences companies operate in one of the most International expansion, changing consumer needs, and new forms of heavily regulated industries in the world. They face the unique challenge digital technologies—such as 3-D printing, advanced robotics, drones of thinking outside of the box to make life-saving medical advancements and the IoT—are significantly impacting the manufacturing industry. and discoveries while operating within strict regulatory guidelines. And The confluence of these factors is forcing manufacturing companies in they must do this in a highly competitive environment where being first- automotive and aerospace, as well as Consumer Packaged Goods (CPG), to-market matters. Our solutions help the top 10 Pharmaceutical and Life to rethink their supply chains and IT infrastructures. Twenty-nine of the Sciences companies succeed. top 30 manufactures around the world have partnered with OpenText to deliver compelling digital experiences in addition to quality products.

AmerisourceBergen is exceeding consumer expectation through digitized document Columbia Sportswear is using a winning combination of Experience Suite delivery and more streamlined customer and Business Network to deliver more consistent user experiences, helping communications, resulting in millions of dollars the company maintain its top position as the largest outerwear and active in recurring cost savings. wear brands.

“We have the power and performance needed to create, With OpenText Analytics, North Star BlueScope render, and distribute a quarter million documents into the Steel can better engage with their business, customers’ hands by the next morning.” allowing the company to pinpoint higher profit potential and upsell prospects while gaining a better – SCOTT MARSHALL, DIRECTOR OF APPLICATIONS DEVELOPMENT, AMERISOURCEBERGEN understanding of customer trends and needs.

One of the largest tire manufacturers in the world, Michelin, is improving B. Braun is using OpenText solutions to handle efficiencies across more than 700 trading partners, processing 500 invoices more than 2.5 million versions of regulated a day using OpenText B2B Managed Services as a modern and scalable documents efficiently, cost-effectively, and in B2B platform. accordance with regulatory requirements. With time savings of 15–20%, the company can focus on making a significant contribution to medical advancements rather than pushing paper.

OUR CUSTOMERS AND WHAT THEY ACHIEVE | 45 OUR 6 CULTURE

As Peter Drucker famously said, “culture eats strategy for breakfast.” At OpenText, Having a workplace that is both diverse and inclusive creates an environment of this is a guiding principle. Changing corporate strategies and structures are an mutual respect, increased employee satisfaction, high team morale, and motivation. inevitable reality in the fast-paced digital world. But implementing a new business Ultimately, this leads to increased productivity, creativity and, most importantly, strategy alone isn’t enough to ensure success. Regardless of how sound a corporate innovation. It also improves our overall business outcomes, allowing us to deliver strategy is, if it does not align with culture, it will be difficult to achieve strategic goals. exceptional service while enabling the digital world for our customers. This success Our success is built on our corporate culture. It rests on the shoulders of giants— enhances our culture while advancing our objective of creating the best place to work. our people. We keep our culture strong through diversity, our Canadian soul, and our To promote diversity, OpenText adheres to a Global Diversity and Inclusion Policy value system based on the customer, trust, excellence, being the best place to work, that applies to all employees of OpenText worldwide. As part of this policy, we and innovation. strive to provide employees with equal opportunities based on their performance The alignment of our culture and strategy positions us to achieve greater success. We and potential, regardless of their ethnicity, gender, sexual orientation, age, physical will continue to fulfill our strategic goals through constant innovation. And the best characteristics, family status, religious beliefs, perspectives, working styles, and way to promote innovation is through a culture of diversity. experiences. It also accommodates the diverse needs of individuals at different career and life stages. A Culture of Diversity and Inclusion We owe much of our success to our culture—a culture that has been shaped by our 25 At OpenText, we do not overlook our diversity, we embrace it. One of the benefits of year history. In that time, we’ve completed an impressive 57 acquisitions. With each being a global company with offices around the world is that we can bring together acquisition, our culture has evolved, integrating the values and beliefs of companies employees from different cultures, countries, and even companies. This diversity of that join the OpenText family. This goes beyond our multicultural, Canadian heritage. thought, ideas, languages, and cultures is in our DNA. It’s what makes us who we are. It is a culture of integration that demonstrates that the whole truly is greater than the sum of its parts. So while we are a combination of many companies, we are one OpenText. Our Commitment We have a high level of commitment and support for diversity in the workplace from the CEO and Executive Leadership Team. With their sponsorship and support, we evolve our culture with practices to improve organizational performance, ensuring we hire and retain the best talent. This means evolving as the employment landscape is impacted by disruptive forces, such as digital technologies, globalization, and shifting demographics. OpenText is committed to accommodating the varied needs and expectations of a diverse workforce and to adopting technologies that both support and empower our employees.

FIGURE 6.1: A Culture Enriched by Diversity

48 | CHAPTER 6 Women in Technology: A Catalyst for Change While data is a critical factor in innovation, we believe diversity is equally important. The more heterogeneous our workforce, the more we are able to enhance creativity. As a global company, OpenText operates in a culturally diverse environment. Catalyst We are committed to advancing equality and representation of women, both in the workplace and society. As such, we support the Grace Hopper Celebration of Women Accord in Computing and the Hour of Code in an ongoing effort to reduce the gender gap that Signatory is prominent in the technology industry. Sponsoring events like the Grace Hopper Celebration allows OpenText to play an active role in bringing the research and career Advancing interest of women in technology to the forefront. Participating in movements like Women the Hour of Code, a worldwide effort to celebrate computer science and demystify coding, enables us to introduce young women in our community to the exciting field on Boards of computer science and plant the seeds of a future in technology. In addition to these programs, with the support of CEO and CTO, Mark Barrenechea, OpenText launched the Women in Technology Program as a key initiative under FIGURE 6.2: OpenText is a Catalyst for Gender Equality the Global Diversity Policy. We responded to the call to action issued by Catalyst, a nonprofit organization dedicated to accelerating progress for women through workplace inclusion, for Canadian corporations to increase the overall proportion of A Canadian Soul board seats held by women to 25% by 2017. Digital is the most disruptive force in modern times; more than the industrial age and even more than the dawn of the computer age. In the fast paced digital world, Joined by fellow corporations, we signed the Catalyst Accord pledge and are proud to it can be challenging for organizations to remain true to their culture. When many have already surpassed this goal. With 30% of our workforce composed of women, as organizations think of the far-reaching impact of digital, their focus is often too well as three board seats held by women, we are currently ahead of gender diversity narrow, centering only on executing on the corporate strategy rather than ensuring industry averages. their strategy is aligned with the organization’s culture and values—or its soul. Despite maintaining a higher-than-industry average, OpenText will continue to Being Canadian is inherently part of the OpenText soul. Canadians are known improve gender representation on the board and throughout the workforce, for being democratic, fair, and are renowned for possessing a desire to reconcile and leverage strategic resources from Catalyst to help build world-class differences peacefully. We strive to work with integrity, honesty, and stability and diversity initiatives. our technology advances our ability to connect and collaborate with the rest of the world. This is evident every day in our interactions between colleagues, with our partners, and with our customers. Our composition is a reflection of our Canadian heritage—combining multiple cultures, languages, and opinions to create a unified team. While we are proud of our global presence and workforce, we are equally proud of our heritage as a Canadian startup success story, with our headquarters in Canada. Together, we are more than just a technology company, we are more than a global organization, we are more than an industry leader—together, we are OpenText.

OUR CULTURE | 49 At OpenText our culture, soul, and vision inform every aspect of our corporate mission: to enable the digital world. We are platform operators, not asset optimizers. We help organizations consolidate their information and process applications to gain a holistic view of their operations, and then improve them. We digitize what is important, remove what is redundant, integrate what is common, and celebrate the differences of strong products and brands. This is a formula that is working for us in the midst of unprecedented change and digital disruption. And this change is happening on our very own doorstep. Our Values If culture eats strategy for breakfast, then it also impacts corporate values. This is especially true when corporate values do not truly reflect the sum of the individual values within the organization. When culture, strategy, and values are aligned, organizations are in their peak performance zone. Corporate values are a reflection of a company’s identity. Values that are imposed without giving consideration to a company’s culture and its people will fall flat. In order for values to be embraced and realized by employees each and every day, they FIGURE 6.3: OpenText Soul – Canadian to the Core must be authentic and built from the bottom up. Our values guide us. Even before they were formally articulated, OpenText employees On a global stage, Canada strives to respect diversity. As a company that is true to its lived by them. Our values have evolved organically over 25 years and are a true roots, OpenText relies on Canadian principles, created for employees by employees reflection of our beliefs and, as such, are genuine and enduring. They support both our to enhance value in the workplace, deliver success to our customers, and guide our corporate culture and our strategy. So while our strategy and structure may change business operations. While we’ve grown into a global company, our Canadian roots over time, our core values of Customer, Trust, Excellence, Innovation, and Best Place run deep. to Work will remain constant. At the local level, OpenText has helped to establish Southwestern Ontario as the Silicon Valley of the North—with nearly 300,000 tech workers and almost 1,000 tech companies contributing billions of dollars annually to the global economy. OpenText OUR CULTURE has benefited from this strategy, drawing from a pool of talent that has the “not afraid BY MEANS OF WHAT WE VALUE to fail” mindset required for technology innovation to thrive. We believe the digital economy drives growth and prosperity and we’re proud to play our part in this. The most enduring companies are the ones in which the corporate culture is so engrained, it becomes the soul of the organization. This transformation can be hard to CUSTOMER TRUST EXCELLENCE INNOVATION BEST PLACE achieve for any company that makes the transition from startup to global powerhouse. TO WORK Sometimes, the original vision (and culture) can be lost in the process.

FIGURE 6.4: OpenText Values Support our Culture and Strategy

50 | CHAPTER 6 Customer As previously stated, 90% of the world’s Fortune 500 companies rely on our EIM Throughout our history, we have focused relentlessly on our customers, working solutions to pursue key strategic goals to create a better way to work. We believe our to build a foundation of trust based on doing what is right versus what is faster or customers choose OpenText for more than just our industry-leading solutions. We cheaper, by solving problems instead of selling software, and by focusing on life- are a trusted partner, helping our customers at every stage of their journey of digital time value rather than one-time transactions. We have done so by consistently transformation—from Engagement to Insight. developing and delivering best-in-class software to support our customers, by hiring Trust the brightest talent to create, market, and support our solutions, and by making Every day, our customers entrust us with their one of their most valuable resources— strategic acquisitions to fill functional white spaces so we can deliver the world’s their information. From our early years delivering ECM solutions to address most comprehensive EIM platform. governance and compliance challenges to running the world’s largest Business Our customer centricity is epitomized by our annual user conference. Called Network, we’ve spent the last 25 years working to earn our customers’ trust. And Enterprise World, it has become a long-standing tradition that dates back to 1998. we’re going to spend the next 25 years working to keep it, because trust is the Each year, we provide more than 2,000 customers with the opportunity to learn foundation of every good relationship. about our latest products and applications, hear strategic roadmap plans first-hand from OpenText executives, and network with OpenText staff, industry peers, and Excellence thought leaders. OpenText is constantly striving for excellence. We have defined controls and implemented Approvals and Authorities (A&A) policies that ensure we can achieve Our focus on the customer is further exemplified by our customer loyalty program, our bottom line results. Like our customers, OpenText is an information company, OpenText Elite. Each year, we celebrate the outstanding accomplishments of our and we too are undergoing our own digital transformation, looking for ways to customers with the OpenText Elite Awards. Winners are recognized for their creative attain further operational excellence. To this end, we are undergoing a large-scale and innovative application of our software and services to improve performance, SAP implementation to streamline our operations and processes while we grow. This increase customer satisfaction, optimize employee engagement, and drive revenue. initiative will benefit the company by providing us with a centralized data governance team for customers, vendors, and products for a single source of the truth. It will simplify our cost structure, standardize global processes like purchase requisition and payment, and give us improved controls over A&As. This project will be an important tool to support future growth. Our tireless pursuit of excellence does not go unnoticed. Each year, OpenText is recognized by third-party organizations for our innovative solutions, exceptional service, and culture of excellence. Much of this recognition comes as a direct result of our people. These awards are a reflection of their ingenuity, dedication, and passion. Innovation Innovation is at the heart of what we do. Whether we are involved with local academic institutions, helping to establish and support organizations to encourage innovation in our communities, investing as venture capitalists to stimulate our economy and fund future technologies, or refining our products and growing a market—OpenText FIGURE 6.5: Recognizing Our Customers with the OpenText Elite Awards is heavily invested in fostering innovation.

OUR CULTURE | 51 Digital is radically redefining how we innovate. It is accelerating the pace and scale, Our employees are fundamental to our success. They have the opportunity to make a and creating opportunities for new ecosystems to thrive. In order to continue to lead difference every day. We value this. As such, we strive to provide our employees with in the EIM market, OpenText must not only operate at the speed of digital, but we the training, technology, environment, and opportunities required to develop their must innovate at the speed of digital too. skills and excel at what they do while gaining satisfaction from their work—because Innovation is a race. One that OpenText will win by continually pushing ourselves to we spend far too much time at work to not derive meaning from it. come up with innovative solutions that create better ways for our customers to work. Throughout our history, our people have been our biggest asset. And they will continue to be. They enable us to develop and deliver technology and solutions that The Best Place to Work make our customers successful. It is our goal to be one of the best places to work, so Providing our customers with world-class software solutions requires the brightest we can continue to deliver the world’s leading EIM solutions. people from around the world. We have found that the surest way to attract top talent is to create the best place to work. Driven by Our Culture OpenText has received numerous awards acknowledging our culture and quality Our culture evolves with every company we acquire, embedding new perspectives, of employment, including Europe’s “TOP JOB” quality seal, “Canada’s Top 100 beliefs, and value systems into the whole of OpenText. With a strong focus on Employers,” “The Ten Best Companies to Work for in Canada,” and “Waterloo integration, we aim to foster and nurture our culture to ensure that it supports our Area's Top Employers.” These awards recognize companies that create a culture goals of future growth and success for our employees and our stakeholders. based on progressive workplace policies that are supported by exceptional human A people-first approach is core to our value system and our culture. As we create resources programs. the best possible solutions for our customers and the best place to work for our employees, we are dedicated to creating an environment of empowerment where everyone can achieve their potential. We believe that by recognizing and combining our diverse experience, backgrounds and ideas, we will produce stronger business results and greater innovation.

FIGURE 6.6: Internationally Recognized as a Best Place to Work

“We are honored to have been selected as one of Canada’s Top 100 Employers. I am very proud of our employees and am pleased that OpenText continues to be a place where people are excited to work, learn, and grow their careers. We look forward to continuing our role as a leading Canadian employer for many years to come.”

– MARK J. BARRENECHEA, CEO AND CTO, OPENTEXT

52 | CHAPTER 6 OpenText soccer superstars OUR PEOPLE 7 AND LOCATIONS

As we reflect upon our past, one thing emerges as a constant, and that is the all- challenging problems using the latest technologies. We believe in recognizing hard star caliber of OpenText employees. Our employees have been, and will always be, work with programs like OpenText Champions and our quarterly Excellence Awards, the key to our success. From our founders to our most recent hires and everyone in which celebrate milestones and reward individuals and teams who excel. Recognizing between—each and every OpenText individual has played an integral role in shaping employees for their creativity and courage to take risks is important to our company- the company. The dedication, creativity, passion, excellence, and pure genius they wide success. In addition, we are proud to offer competitive health benefits as well as bring to the office each and every day has made us into the company we are today. perks, like fitness reimbursements and referral bonuses. We work hard at OpenText, but we balance it out with our fair share of play. Each year, we treat employees in our offices around the world to a variety of social activities, including holiday parties, annual corporate kick-off festivities, and team outings to “Teamwork is the ability to work together toward a common vision. give everyone a chance to socialize and have fun. We also provide employees with The ability to direct individual accomplishments toward organizational daily entertainment via on-site games rooms in larger facilities. objectives. It is the fuel that allows common people to attain uncommon results.”

– ANDREW CARNEGIE Really S mart People From the very beginning, we have valued innovation, creativity, excellence, and collaboration above all else. At OpenText, it’s all about being bright, fast, and responsive to our customers, while continuing to innovate at the speed of digital. There are three traits in particular that our employees exemplify: They are smart. They have big ideas. And they get stuff done. When these three qualities converge, the possibilities are endless. Every day, the intelligent, creative, and motivated employees at OpenText exchange ideas in hallways, meeting rooms, offices, and Big Get S tuff cafeterias all over the world—meaning that big things happen at OpenText. Ideas D one Individuals and teams have a profound impact on OpenText. They create, experiment, fail, refine, try, and try again to get their successes to a global market at astonishing speeds. This tenacity is why we succeed at OpenText. We repeat the process until we get it right. We are able to do this because we are not satisfied with the status quo, we are curious, and we pursue excellence through innovation. FIGURE 7.1: OpenText Employees Help Us Achieve Excellence OpenText has worked to create an environment where our people can thrive. We invest in our people via education benefits and professional development to help employees advance their careers. Our horizontal, not hierarchical, structure encourages the free-flow of ideas and innovations, which contributes to our high- performance culture. We strive to empower our employees to seek and discover professional fulfillment through collaboration with world-class colleagues and solve

56 | CHAPTER 7 While we place a strong emphasis on professional fulfillment, we also value work- information they need—from anywhere, on any device. So not only do our solutions life balance. We believe this philosophy is the reason why so many of our employees enable the digital world for our customers, they also enable the digital world for our spend the best part of their careers here. OpenText is 25 years old, but we have many employees. In this respect, we have been “drinking our own champagne” for decades employees who have a tenure of more than 40 years when we include pre-acquisition and, in many cases, acting as alpha testers for our new products before they reach employment. Our people are our number one winning strategy—which is why we the market. strive to attract and retain the very best the industry has to offer. Today, the OpenText family is made up of more than 8,900 employees working in 120 A Growing Family offices around the world. Our workforce is composed of 14% Cloud Services, 16% Customer Support, 28% Engineering, 12% G&A, 4% Marketing, 14% Sales, and 12% Our 25th anniversary gives us many reasons to celebrate—more than 8,900, in fact. Services professionals, with a higher-than-industry average of women represented It’s hard to believe that OpenText was once just three people with an idea in an office across all functions. Our top talent allows us to outperform our competitors. With on a university campus. 58% of sales in North America, 33% of sales in Europe, the Middle East and Africa With each passing year and every acquisition, we have expanded both the OpenText (EMEA), and 9% of sales in Asia-Pacific and Japan (APJ), OpenText staff around the family and our global footprint. We now have regional headquarters in Grasbrunn, world are helping solve our customers’ toughest challenges. Germany, San Mateo, U.S, Sydney, Australia, Johannesburg, South Africa, Sao Paulo, Brazil, and Tokyo, Japan, as well as our corporate headquarters in Waterloo, The People of OpenText Canada. Our global presence enables us to scale our operations internationally Every OpenText employee brings something unique to their team, shaping the while increasing our ability to understand local preferences within our personality of their office and contributing to the culture of OpenText. They are your customer base. colleagues, your mentors, your friends. They are the people of OpenText, working With office locations spanning different continents and time zones, we rely on our together all over the world. own solutions to support our growth and keep employees connected to the people and

FIGURE 7.2: The Alpharetta Team FIGURE 7.3: The Sao Paulo Team

OUR PEOPLE AND LOCATIONS | 57 The Americas The Americas region spans both North and South America, consisting of 49% of our global workforce working in approximately 50 offices in locations like Gaithersburg, Hilliard, Irvine, Montreal, New York, Raleigh, Richmond Hill, Rochester, San Mateo, Scottsdale, Southfield, Tallahassee, Tampa, Tucson, and Waterloo.

Hilliard, Ohio, United States The Hilliard office became part of the OpenText family in 1998 through the Information Dimensions Inc. (IDI) acquisition. In 1973, well before the idea for OpenText was even conceived, BASIS (IDI’s document management product) was the first online search service to provide access to an online collection of more than one million records. The team at Hilliard is a long-time supporter of Operation Feed—a local initiative committed to ending hunger in the community. In fact, they’ve been participating in fundraising events for the cause longer than OpenText has been in existence!

Gaithersburg, Maryland, United States Gaithersburg joined OpenText in 2014 with the acquisition of GXS. The company's roots date back to the mid-1960s, when they were originally founded as GE Information Systems (GEIS) and offered computer time-sharing services—a service used by none other than Bill Gates, founder of Microsoft. Gates was quoted as saying his “favorite gift” he ever received was time on a GE Mark III time-sharing computer at his middle school in Seattle. This gave Bill his first taste of computer programming. In 2002, GXS spun off from GE as an independent entity and is now a valued member of the OpenText family.

58 | CHAPTER 7 Montreal, Quebec, Canada The Montreal office brings together teams from the Nstein and Hummingbird acquisitions. Despite their different origins, the team has come together to accomplish big things both at OpenText and within the community—like powering the Election Tracker app with content analytics and bringing the joy of Christmas to less fortunate children by supporting Opération Père Noël.

Irvine, California, United States Irvine is responsible for three primary product units: Business Networks (BizManager), Oracle Salesforce Group (Extended ECM for Oracle and Salesforce), and Portfolio (Report and Output Management). These groups have a big impact on our cloud business, as well as on our ECM solutions for Salesforce and Oracle ERP. They also operate as a center of excellence in output and print spool management.

OUR PEOPLE AND LOCATIONS | 59 Raleigh, North Carolina, United States In April, 2016, we strengthened our industry presence and reach in the Automotive and Healthcare industries with the acquisition of ANX. This meant the expansion of our existing B2B integration solutions as well as the addition of cloud services, G&A, and Sales employees into the OpenText family.

New York, New York, United States Located in the heart of the bustling financial hub on Wall Street, the New York team sells to and supports financial services firms in the securities industries. Since 2005, the team has helped support and grow our business with our largest financial services customers.

60 | CHAPTER 7 Rochester, New York, United States The Rochester team is composed primarily of Customer Support staff. The group’s penchant for support extends beyond the office and into the community. Over the past several years, the team has been involved in many charitable activities, including collecting donations for local camps, providing meal support for the family of a colleague on active duty, leading local Boy Scout troops, donating turkeys to a local food cupboard, and even traveling to Africa to help install a computer network— making Rochester the small office with a big heart.

Richmond Hill, Ontario, Canada The Richmond Hill team boasts some impressive stats. They are the fifth largest office for Engineering and overall size, the third largest for Finance, and the leading office for consolidating acquisitions—with employees from seven companies on the roster. Given their proximity to Toronto, it’s no surprise that they’re also the biggest Toronto Blue Jays fans.

OUR PEOPLE AND LOCATIONS | 61 Scottsdale, Arizona, United States In 2015, we welcomed Informative Graphics Corporation (IGC), a long-time partner of OpenText, into the fold, strengthening our capabilities for secure access to any content, on any device, on premises and in the Cloud. This year, the Scottsdale team has two reasons to celebrate: both OpenText and the Scottsdale office are turning 25.

San Mateo, California, United States Prior to becoming part of the OpenText family, the San Mateo office served as Actuate headquarters. From what we hear, the team sure knows how to have fun, with a ping pong table, street hockey, weekly food trucks, and a monthly happy hour. The San Mateo team really is living the California dream.

62 | CHAPTER 7 Tallahassee, Florida, United States The Tallahassee office is the home of eDOCS, a document management system originally created for a law firm in the area. The office is known for its team spirit and can often be found motivating each other (as they bike, train, and run together), rooting for the Florida State Seminoles, or cheering for their fantasy football team. The office includes a number of veteran employees, seven of whom have been with the company for over 20 years. Throughout the year, the team always finds time to participate in community activities, including an annual chili cook off, as well as collections for Toys for Tots and the food bank.

Southfield, Michigan, United States When OpenText acquired ANX, we gained the Southfield team. Less than a year after joining the family, the team pulled in an impressive $800,000+ USD in sales. With the addition of ANX, we anticipate a greater ability to address industry- specific B2B requirements for delivering reliable, secure, and compliant information exchange. So far, the team has brought the ability to enhance the scope of trading partner collaboration within the OpenText Business Network to include product design and planning.

OUR PEOPLE AND LOCATIONS | 63 Tampa, Florida, United States The Tampa team is known for their love of holiday celebrations and an even bigger love of contests (best chili, best soup, best Hawaiian shirt, best Halloween costume… the list goes on). And don’t forget the monthly birthday celebrations, social hours, and air hockey and X-Box tournaments! Their competitive spirit comes in handy when fundraising for the community. Each year, they donate toys, bikes, and clothes to the Salvation Army’s Christmas drive. They share the wealth and collect canned goods for local organizations and go the distance, participating in 5km runs to raise funds and awareness for cancer. They also support each other in times of need, providing assistance such as making donations to rebuild a house or supplying meals for those with health issues. Somehow, between all the celebrations, contests, and charity work, they manage to find time to bring in over $8M USD in sales in FY16 alone!

Tucson, Arizona, United States The Tucson team came to OpenText by way of the RightFax acquisition. Each holiday season the Tucson office gives back to the community— adopting families with the help of the Salvation Army, participating in canned food drives for the local food bank, and stuffing a Hummer full of toys and gifts for children. Recently, the entire team donated new clothes, toys, household goods, and cash, allowing a local family in need to give their three-year old daughter a Christmas to remember.

64 | CHAPTER 7 Waterloo, Ontario, Canada From the beginning, growth has been a part of our DNA. In the early days, we were growing so fast that we had “windowless seating”—in other words, someone was working out of a closet! And look at us now! Located on Frank Tompa Drive (a street named after one of our founders) the OpenText global headquarters is home to nearly 1,000 employees representing all functions and a wide variety of acquisitions, demographics, and cultures. Being situated in the Silicon Valley of the North with access to some of the best and brightest talent has allowed us to keep our corporate headquarters close to home. In fact, over our 25-year history we’ve never strayed more than 500 meters from our first office on the University of Waterloo campus! In addition to being known as an IT hub, the Waterloo region is also famous for the largest Oktoberfest celebration outside of Germany. Each year the team comes together (decked out in traditional lederhosen and dirndl costumes) to kick of the festivities with a highly anticipated tapping of the keg event.

OUR PEOPLE AND LOCATIONS | 65 Europe, Middle East, and Africa The EMEA region is composed of a number of countries in Europe, the Middle East, and Africa. Twenty percent of our global workforce is concentrated in this region, working in nearly 40 office locations, including Amstelveen, Baden, Cork, Frankfurt, Grasbrunn, Hoofddorp, Konstanz, Oldenburg, Putten, Reading, and Stockholm.

Baden, Switzerland Highlights from the Baden team include one of the largest OpenText Enterprise Cloud deals to date. The team worked tenaciously on the opportunity for more than 30 months. The solution consists of a combination of Engineering Document Management with Content Suite technologies and Brava! in the OpenText Cloud— serving 5,000 engineers worldwide.

Amstelveen, Netherlands The Amstelveen site is home to one of the core OpenText global data centers and the Business Network office in The Netherlands. It was established in 1976 as General Electric’s super center in Europe to provide mainframe time sharing and proprietary network solutions. The office became part of OpenText through the acquisition of GXS in 2014. To help meet customer data sovereignty requirements, a fully segregated and independent European Data Zone for the company’s Enterprise Managed Cloud Services operations went live in March 2016. IT operations, disaster recovery, and hands-on managed cloud services are provided from within the European Economic Area. The 40 years of experience in cloud computing are now used to host and support the OpenText Business Network and Managed Cloud Services with unparalleled uptime.

66 | CHAPTER 7 Frankfurt, Germany The Frankfurt office, which opened in 2008 as a GXS sales office, is the home of 40 OpenText and GXS colleagues. This location is the home base of many consultants that support key finance or banking customers in the region. In 2014, the team welcomed colleagues from OpenText Bad Homburg and StreamServe to its remodeled offices. To better accommodate the still-growing team, they will be moving to a larger floor. Rumor has it, they’re already planning the grand opening party!

Cork, Ireland Cork played host to our first-ever OpenText partner event in Europe. In addition to hosting our partner event, Cork is also host to our expanded GXS Professional Services and Customer Support functions. Having grown significantly with the GXS acquisition, the team in Ireland moved into a new office in August of 2015.

OUR PEOPLE AND LOCATIONS | 67 Hoofddorp, Netherlands Working on a team of approximately 40 people in a cozy office makes the Hoofddorp team feel like a family. And just like a family, they have their own traditions—like shooting champagne corks into the ceiling and writing the date next to the mark Grasbrunn, Germany to celebrate successes. We’re looking forward to seeing the mark in the ceiling commemorating our 25th anniversary. The Grasbrunn office, home to over 400 employees (more than 100 of whom are engineers), is our European regional headquarters. This office is the center of expertise and development for all OpenText SAP and Archiving products and also one of the main OpenText Engineering labs. Whether it’s to enjoy ice cream, jelly donuts, or a day on the ski slopes, to raise money for refugees, or to ensure customer success—in Europe, Emerging Markets, and globally—the Grasbrunn site is driven by an outstanding cooperation across all functions to achieve great things.

68 | CHAPTER 7 Oldenburg, Germany The Oldenburg office has a rich history in web content management dating back to 1995. For more than 20 years, the team has being making it easy for non-technical users to create, manage, and distribute web content. In 2006, Hummingbird acquired RedDot. Later that same year, OpenText acquired Hummingbird. And that’s how the Oldenburg team, or “those red dot guys” came to join the OpenText family. Today, the R&D team continues to develop easy-to-use software across the whole CEM stack. Now part of the global CEM product group, the Oldenburg team embraces the opportunity to be part of something bigger, while keeping the team spirit that they have developed over the years.

Konstanz, Germany The Konstanz office is located in Southern Germany near the border of Switzerland at Lake Constance. It is the home of capture products, including OpenText Capture Center, Invoice Capture Center, Business Capture Center, and the core recognition engines. The team, made up of 79 employees that work in Customer Support, IT, R&D, Professional Services, Product Marketing, Sales, and Product Management, joined the OpenText family in 2008 through the Captaris acquisition.

OUR PEOPLE AND LOCATIONS | 69 Stockholm, Sweden The Stockholm office hosts the majority of the Nordic Sales and Professional Services organizations, as well as other functions, like IT and Marketing. In 2010, the Stockholm office welcomed StreamServe employees. The team believes that the mix of companies, cultures, and functions is one of their best qualities. The diversity in the office makes for some interesting conversations over coffee.

Putten, Netherlands The Putten team, a mix of Engineering, Customer Support, Services, G&A, and Sales, came to us by way of the Cordys acquisition in 2013. When they’re not keeping their eye on the ball, or bumping, setting, and spiking in friendly volleyball tournaments, the team keeps their eye on the sky as their office is one of the only OpenText sites reachable by helicopter.

70 | CHAPTER 7 Reading, United Kingdom OpenText moved into the Reading office in September 2009, where it serves as the U.K. headquarters and shares the role of EMEA headquarters with the Munich office. The team in the Reading office includes colleagues from most, if not all recent acquisitions. The office was recently extended and refurbished, culminating in an April 2016 Grand Opening that was attended by the Canadian High Commissioner to the U.K., Mr. Gordon Campbell. This team photo was taken at that event.

OUR PEOPLE AND LOCATIONS | 71 Asia-Pacific and Japan Thirty-one percent of OpenText employees live and work in the Asia-Pacific and Japan region in more than 30 offices in cities like Bangalore, Hong Kong, Hyderabad, Manila, Melbourne, Sydney, and Tokyo.

Bangalore, India Housed in the heart of the Silicon Valley of India, the Bangalore Center started as an “In-house Software Development Center” for GXS in 1999, before becoming a part of the OpenText family in 2014. Since then, the Bangalore Center has morphed into a world-class R&D, Professional Services, and Operations Center of Excellence. The office takes pride in delivering “wing-to-wing” solutions across multiple functional areas. The center has contributed significantly to the company’s strategic product launches, especially around analytics, mobility, and critical supply chain processes. The team’s community spirit is reflected in their numerous activities, such as blood donation camps, disaster relief efforts, and educational programs for underprivileged children.

72 | CHAPTER 7 Hyderabad, India The team in Hyderabad represents a number of functions, including Professional Services, Customer Support, and IT. In addition, they make significant contributions to engineering initiatives, such as our latest platform release and for a variety of products across the pillars. In 2015, the office was recognized by HYSEA (Hyderabad Software Enterprises Association) as the Best Offshore Development Centre in Hyderabad. We have to agree!

OUR PEOPLE AND LOCATIONS | 73 Manila, Philippines In January 2016, renovations were completed to bring together more than 1,200 Manila-based employees at a single location. Not only have they positively impacted the company, the Manila team has had a huge effect on the community. They partnered with a local chapter of Habitat for Humanity to help build homes for those in need. Team members also rolled up their sleeves and donated 134 bags of blood for the Philippine Children’s Medical Center. Together, they put their best foot forward and participated in the Race for Life to raise funds for deprived but deserving high school and college scholars. Finally, they opened up their hearts and coordinated seven community outreach activities, bringing joy and laughter to more than 300 less fortunate children. They even found time to have fun at work, with their first-ever Sportsfest—a two-month long event including basketball, volleyball, badminton, bowling, and cheer dance. We expect even bigger things in the future from our Manila team!

74 | CHAPTER 7 Melbourne, Australia Having “ballooned” from three people to 30 in just a few years, the team in Melbourne had outgrown their facilities. So, in 2015, the team was moved to a new, larger office. In 2016, from their new location, the team secured a $1.2M USD deal for a Client Management solution based on Case360, OpenText Capture Center, and Customer Communications Management. That same year, Sales also implemented a customer revitalization program and integrated all business functions.

Hong Kong, China The Hong Kong office has been operating the GS1 HK ezTRADE EDI service since 2000. The service supports 2,000 users and runs on the Business Network Managed Services system, which covers three verticals, including retail and consumer packaged goods, healthcare, and catering. They handle 30 million transactions per annum including over 80% of purchase orders in Hong Kong’s supermarket industry.

OUR PEOPLE AND LOCATIONS | 75 Sydney, Australia The OpenText Sydney office came to OpenText through the Lava acquisition in 1998. The location currently houses 109 employees and serves as our Asia-Pacific regional headquarters. The Sydney team has demonstrated extreme generosity, donating over 70 toys in its annual Christmas Toy Run and hundreds of dollars to the local charities through various fundraisers in the past year alone.

Singapore Pictured in their new office which serves as the hub for OpenText in Southeast Asia, the Singapore location brings together Actuate, GXS, and OpenText teams under one roof. The staff has grown from 12 to more than 70 people in less than five years. Recent wins have resulted in the opening of a new office in Malaysia with a staff of five and growing. OpenText is a member of Canadian ASEAN Business Council, representing the Canadian’s flagship IT company in the region.

76 | CHAPTER 7 In a landscape where almost one quarter of startups fail within the first year, and more than half do not make it past five years, OpenText has defied the odds. What’s more impressive is that after all this time, we are thriving as an organization and this is because our employees consistently help us outshine the competition. This celebration of 25 years is a celebration of our people and their combined contributions to building OpenText into an industry leader. We are fortunate to have outstanding employees serving our customers and partners in so many different capacities. We are immensely proud to be a part of the OpenText family, and together we strive to make the company the best place to work and the communities we live in the best places to live.

Tokyo, Japan The Tokyo office serves as our regional headquarters in Japan. The combined Tokyo, Nagoya, and Osaka teams are made up of OpenText employees and recently acquired Xpedite and GXS colleagues. The history of integration goes much further back though, with team members representing the IXOS, Hummingbird, Cordys, and Actuate acquisitions as well. Because our solutions protect personal information so securely, OpenText KK (as it’s referred to in Japan) is able to use the "The Privacy Mark" by JIPDEC, allowing us to win social trust from customers and business partners in the region.

OUR PEOPLE AND LOCATIONS | 77 OpenText Around the World

EMEA HQ Office Locations WW HQ Grasbrunn, DE Waterloo, ON EMEA HQ Office Locations WW HQ Grasbrunn, DE Waterloo, ON

US HQ Japan HQ San Mateo, CA Tokyo, JP EMEA HQ Office Locations WW HQ Grasbrunn, DE Waterloo, ON APAC HQ +120 offices Sydney, AU US HQ Japan HQ San Mateo, CA Tokyo, JP South America HQ Africa HQ US HQ Sao Paulo, BR Johannesburg, SA Japan HQ San Mateo, CA Tokyo, JP % of Sales by Region APAC HQ A mericas E ME A A PA C APAC HQ Sydney, AU +120 officesSydney, AU 58% +12033% offices 9%

South America HQ Africa HQ Sao Paulo, BR Johannesburg, SA South America HQ Africa HQ Sao Paulo, BR % of Sales by Region Johannesburg, SA A mericas E ME A A PA C % of Sales by Region 58% 33% 9% A mericas E ME A A PA C 58% 33% 9%

78 | CHAPTER 7 Office Locations GrowthHeadcount Over 25 Years EMEA HQ WW HQ Grasbrunn, DE Waterloo, ON

1 9 9 1 1 9 9 6 20012006 20112016 US HQ Japan HQ San Mateo, CA Tokyo, JP < 1 0 2 9 2 1 , 1 0 3 Office Locations GrowthHeadcount Over 25 Years Office Locations 1 , 8 9 4 GrowthHeadcount Over 25 Years Office Locations +120 officesGrowthHeadcount Over 25 Years EMEA HQ 4 , 4 1 0 Office Locations Office Locations GrowthHeadcount OverGrowthHeadcount 25 Years Over 25 Years EMEA HQ WW HQ Grasbrunn, DE 8 , 9 0 0 EMEA HQ Office Locations EMEA HQ WW HQ GrowthHeadcount Over 25Grasbrunn, Years DE EMEA HQ Waterloo, ON Grasbrunn, DE WW HQ Grasbrunn, DE Waterloo, ON WW HQ WW HQ Grasbrunn, DE EMEA HQ South America HQ Waterloo, ON Waterloo, ON Grasbrunn, DE Africa HQ Current Gender Diversity Numbers Waterloo, ON WW HQ Sao Paulo, BR Johannesburg, SA Waterloo, ON APAC HQ Sydney, AU % of Sales by Region Male 1 9 9 1 1 9 9 6 20012006 20112016 US HQ 70%Japan HQ 1 9 9 1 1 9 9 6 20012006 20112016 US HQ Japan HQ 1 9 9 1 1 9 9 6 20012006 20112016 San Mateo, CA 1 9 9 1 1 9 9 6 20012006 20112016 Tokyo, JP US HQ Japan HQ 1 9 9 1 1 9 9 6 20012006 20112016 US HQ Japan HQ San Mateo, CA Tokyo, JP US HQ < 1 0 Japan HQ San Mateo, CA A mericas Tokyo, JP E ME A A PA C 1 9 9 1 1 9 9 6 20012006 20112016 San Mateo, CA San 4 0 Y ears < 1 % % of Employees by Tenure of Employees by Function Generational Demographics % of Employees by Tenure of Employees by Function Generational Demographics % of Employees by Tenure% of Employees by Tenure of Employees by Function of Employees by Function Generational DemographicsGenerational Demographics % of Employees by Tenure of Employees by Function< 1 Y ear 3 1 % Generational DemographicsCloud Serv ice 2 6 % < 1 Y ear 3 1 % Cloud Serv ice 2 6 % < 1 Y ear 3 1 % Cloud Serv ice 2 6 % < 1 Y ear < 1 Y ear 3 1 % Cloud3 1 % Serv ice Cloud Serv ice 2 6 % 2 6 % 2 - 4 Y ears 2 0 % Customer Support 9 % 2 - 4 Y ears 2 0 % Customer Support < 1 Y ear 3 1 % Cloud Serv ice 2 6 % 9 % Boomers Generation Millennials 2 - 4 Y ears 2 0 % Customer Support 9 % 2 - 4 Y ears Boomers 2 - 4 Y ears2 0 % Generation 2 0 % MillennialsCustomer Support Customer9 % Support 9 % 5 - 9 Y ears 2 0 % G&A 1 2 % Boomers GenerationBoomers GenerationMillennials Millennials 5 - 9 Y ears Boomers 2Generation 0 % Millennials G&A 1 2 % 2 - 4 Y ears 2 0 % Customer Support 9 % B 5 -X 9 Y ears M 2 0 % G&A 5 - 9 Y ears 2 0 % G&A 1 2 % Boomers Generation Millennials 5 - 9 Y ears 2 0 % G&A 1 2 % 1 2 % 1 0 -1 9 Y ears 2 2 % Prof essional Serv ices 1 2 % B X M 1 0 -1 9 Y ears 2 2 % Prof essional Serv ices B X M 5 - 9 Y ears 2 0 % G&A 1 2 % B X M 1 2 % B X M 1 0 -1 9 Y ears 2 2 % Prof essional Serv ices 1 2 % 1 0 -1 9 Y ears 1 0 -1 9 Y ears 2 2 % 2 2Prof % essional Serv ices Prof essional1 2 %Serv ices 1 2 % 2 0 -2 9 Y ears 5 % R esearch & D ev elopment 2 5 % 2 0 -2 9 Y ears B RX esearch & D ev elopment M 1 0 -1 9 Y ears 2 2 % Prof essional Serv ices 1 2 % 5 % 2 5 % 2 0 -2 9 Y ears 5 % R esearch & D ev elopment 2 5 % 2 0 -2 9 Y ears1 9 % 5 % 2 0 -24 9 5 % Y ears 5 % 3 6 % R esearch & D ev elopment R esearch & D ev elopment 2 5 % 2 5 % 3 0 -3 9 Y ears 2 % Sales & Mark eting 1 6 % 1 9 % 4 5 % 3 6 % 3 0 -3 9 Y ears Sales & Mark eting 2 0 -2 9 Y ears 5 % R esearch & D ev elopment 21 % 9 % 2 5 % 4 5 % 3 6 % 1 6 % 1 9 % 4 5 % 1 9 % 43 5 6 % % 3 6 % 3 0 -3 9 Y ears 2 % Sales & Mark eting 1 6 % 3 0 -3 9 Y ears 2 % 3 0 -3 9 Y ears 2 % Sales & Mark eting 1 6 % Sales & Mark eting 1 6 % > 4 0 Y ears < 1 % > 4 0 Y ears 1 9 % 4 5 % 3 6 % 3 0 -3 9 Y ears 2 % Sales & Mark eting 1 6 % < 1 % > 4 0 Y ears < 1 % > 4 0 Y ears < 1 % > 4 0 Y ears < 1 % > 4 0 Y ears < 1 % Growth/Headcount Over 25 Years

< 1 0 2 9 2 1 , 1 0 3 1 , 8 9 4 4 , 4 1 0 8 , 9 0 0

1 9 9 1 1 9 9 6 2 0 0 1 2 0 0 6 2 0 1 1 2 0 1 6

OUR PEOPLE AND LOCATIONS | 79 OPENTEXT IN THE 8 COMMUNITY

At OpenText, we are committed to our role as a responsible corporate citizen. As well as striving to create the best place to work for our employees, we also give back to the communities where we live and work. As we’ve grown into an international company, with offices in North and South America, Europe, the Middle East, Africa, Asia-Pacific, and Japan, our charitable efforts span the globe. These efforts began at a much smaller scale and consisted of local initiatives like mentoring student entrepreneurs through Junior Achievement, a not-for-profit organization that mentors and prepares students for success, and fundraising for charities like the Food Bank and local shelters. Now, as a leader in our industry, we have an even greater responsibility and capacity to give back. Recognizing that our international presence puts us in a position to make a positive impact, OpenText developed the Corporate Giving Program to help ensure we distribute our resources as effectively as possible. FIGURE 8.1: Communitech – Waterloo’s Innovation Center This program is based on four key areas: education and innovation for global change, In 2008, we went back to our roots and teamed up with the University of Waterloo children and family, disaster relief, and the United Way. to create one of the world’s largest centers dedicated to research and innovation in Education and Innovation for Global Change digital media. Located in Stratford, Ontario, the University of Waterloo Stratford Innovation is core to our business success and central to the advancement of people Campus embodies innovation in education by bringing together students, and their communities. Growing from a startup on the University of Waterloo researchers, businesses, and entrepreneurs to advance digital media technology and campus into Canada’s largest technology company, OpenText has earned the creative software applications and apply them to business, government, and culture reputation of a trusted and proven company. With our success comes both the in new and exciting ways. responsibility and ability to support innovation and growth within the community. Over the years, OpenText has collaborated with universities, colleges, governments, industry partners, and non-profit organizations to foster education and to promote “We are an Ontario-grown global company. And we chose to invest the transformative power of technology. here because of the highly educated workforce, our strong university Early on, our education and innovation initiatives were close to home, near corporate partnerships in R&D, as well as the province’s robust and innovative headquarters in Waterloo, Ontario. Shortly after going public, OpenText began startup communities.” investing heavily in the community, playing a pivotal role raising the profile of the Waterloo Region tech community with the founding of Communitech, an innovation – MARK BARRENECHEA , CEO AND CTO, OPENTEXT center that now supports a community of more than 1,000 tech companies. OpenText continues to support Communitech and promote the community as a OpenText software manages a third of the world’s data behind the firewall. With technology hub by sponsoring numerous events and initiatives, drawing talent to the content, documents, and records management markets being close to mature, we region, and providing technology thought leadership. recognized the potential for innovation and economic growth in mining big data. As such, we’re involved in a number of big data and open data events and partnerships with both the public and private sector, including organizations such as Canada’s Open Data Exchange (ODX). ODX is a national initiative that seeks to strengthen

82 | CHAPTER 8 Canada’s brand as a leader in digital innovation by accelerating the commercialization In 2011, OpenText joined forces with SAP to donate €20,000 ($23,000 USD) to of open data and creating competitive advantage through access to and usability of help UNICEF build new, manual water wells and separate latrines for boys and girls, open data. Unlocking the potential of open data—the natural resource for the 21st benefitting an estimated 2,000 children in Ethiopia. Initiatives such as these allow century—promises to improve both government services and the economy. As a us to continually improve our communities by leveraging combined strengths of like- founding partner and strong supporter of the initiative, OpenText has opened the minded organizations while strengthening our business relationships. doors to its Waterloo, Ontario office, providing a temporary home for the ODX in 2015 and part of 2016, and donating software to the cause. In an effort to invest in the future, OpenText has recently entered the venture capital market, committing approximately $100M CAD to five fund managers to “OpenText is making the largest impact by a tech company [in support entrepreneurship in Canada, the U.S. and beyond, and will be allocating Waterloo Region] ever. This is huge for us. Not just the money, but the capital going forward for direct Venture Capital (VC) investments. Our VC approach relationships. The traction we gain is what this is about.” is to partner to drive new revenues, support our M&A growth strategy, and derive – JERRY LAWLOR, DIRECTOR OF DEVELOPMENT FOR HABITAT FOR HUMANITY a compelling return on capital as well as increase our purview into emerging technologies adjacent to our current lines of business. Through our partnerships with a variety of institutions and support of innovative As an enthusiastic supporter of Habitat for Humanity, OpenText teams have raised initiatives, OpenText is creating the foundation required to further establish money and volunteered their services to help build, providing children and families Waterloo as a center of innovation while cultivating the leaders of tomorrow. around the world with a roof over their heads and a place to call home. Children and Family Many communities around the world offer programs and foundations which aid in the health, welfare, and social services for children, families, and animals in need. By partnering with these organizations, OpenText is able to improve living conditions for children and families around the world. Through annual fundraisers, charity events, and donations, we support the efforts of United Way and their mission to assist countless organizations in the communities where we live and work.

“Whether matching employee donations to support Red Cross aid or co-sponsoring UNICEF initiatives, OpenText has an ongoing commitment to improving the health and wellbeing of people’s lives and their environment. While we are focused on technology solutions, there are many other ways in which OpenText collaborates to improve people’s lives.”

– FORMER VP SAP SOLUTIONS, OPENTEXT FIGURE 8.2: OpenText Employees in Manila, Philippines Lend a Helping Hand at a Habitat for Humanity Build

OPENTEXT IN THE COMMUNITY | 83 At a global level, OpenText has been participating in walks, rides, and fundraisers to support organizations, like Run for the Cure®, the Leukemia and Lymphoma Society of Canada, Cancer Council Australia, Princess Margaret Cancer Centre, Moffitt Cancer Center, and the Heart and Stroke Foundation.

FIGURE 8.4: OpenText Employees in Tokyo, Japan Run for the Cure

Through employee participation in charitable activities such as toy drives, food bank collections, cancer-related fundraising, Habitat for Humanity builds, and corporate cash or in-kind donations, OpenText is able to enrich the lives of children and families within the community and around the world. FIGURE 8.3: Richmond Hill, Canada Employees Celebrate 10 Years of Participation in the Heart & Stroke Foundation’s RIDE for Heart Fundraiser Disaster Relief As communities are impacted by catastrophic events, OpenText seeks to lessen the We believe the spirit of innovation has the potential to save lives. OpenText is proud devastating effects. Over the years, as disaster strikes—like the 2010 earthquake in to support organizations and research centers in their efforts to develop innovative Haiti, the 2011 tsunami in Tokyo, Japan, the refugee crisis, or the wildfires in Alberta, and advanced treatments, and ultimately, to find cures to diseases like cancer, ALS, Canada—OpenText offices around the world have responded with humanitarian MS, and more. relief efforts to help. To maximize employee efforts and make an even more significant impact, OpenText often matches employee donations for these causes. Additionally, supporting organizations like CARE and Students Offering Support allows OpenText to extend its disaster relief efforts.

84 | CHAPTER 8 As part of our mandate to help organizations thrive in a digital world, OpenText is proud to have significantly reduced the world’s reliance on paper and physical storage facilities through the implementation and use of our software. Our EIM solutions decrease the business requirements for paper by making electronic documents readily available to people from anywhere using a laptop, a smartphone, or a tablet. Over 150 million users access our solutions across the world, each one performing their work on documents or online media and contributing to the elimination of waste, unnecessary recycling, and the reduction of physical facility storage space to minimize their carbon footprint. We take pride in the positive impact our customers have on communities around the world. OpenText products are helping organizations such as CARE Canada, the Dutch Refugee Council, Ocean Conservancy, and Macmillan Cancer Support to improve the quality of life, preserve our planet, and make life-saving medical discoveries. We strive to better the environment around us and to make a difference—every day. So, not only do our products create a better way to work, they also create a better place to live. Together We Make a Difference Our Corporate Giving Program enables us to effectively foster education and innovation in the community, support children and families in need, and provide humanitarian efforts and relief services in times of crisis. Our commitment to giving back combined with minimizing our impact on the environment enables OpenText to

FIGURE 8.5: OpenText Responds to the Alberta Fires Appeal significantly improve many aspects of life in the community. With the help of our dedicated Site Leadership Committee, office locations around Going Green with Digital the world raise funds and provide volunteer services for local organizations and Our commitment to the community extends beyond its people. OpenText is initiatives year round. committed to protecting the environment and reducing waste as well. Thanks to the generosity and dedication of OpenText employees, each year hundreds OpenText promotes the efficient use of energy and natural resources, innovative of thousands of dollars are raised, tons of food collected, thousands of toys provided, solutions to reduce emissions or pollutants, and environmentally safe disposal hundreds of pints of blood donated, and dozens of houses are built—all to benefit the methods. As such, we routinely assess the impact that our activities have on communities in which we live in and work. the locations where we operate, implement programs based on a sustainability perspective to mitigate the environmental risk; and follow the principles of Reduce, Reuse, and Recycle. In addition OpenText encourages its employees to take further actions both big and small to help protect the environment, such as participating in Earth Day and Earth Week activities, biking to work, and making use of our corporate shuttles to reduce the emissions associated with commuting.

OPENTEXT IN THE COMMUNITY | 85 FIGURE 8.6: Giving Back to Communities Around the World in Many Ways

Our active involvement in the community and commitment to the greater good contributes to a work-life balance by helping to give employees a sense of purpose as they shape their communities for the better. Employees at OpenText pride themselves on assisting the communities that sustain them. Over the past 25 years, giving back has played a large role in shaping the culture at OpenText—and it will continue to play an equally important role over the next 25 years.

86 | CHAPTER 8 The CEO PMO team gives back to the community at The Food Bank of Waterloo Region OPENTEXT IN THE COMMUNITY | 87 THE NEXT 9 25 YEARS

The OpenText formula for success is based on a culture of innovation, diversity, One Trillion Devices integration, and putting people first. Early on, we forged a path as a pioneer in the enterprise software industry. Our rich and varied history is what makes us both unique and successful. Today, OpenText is an industry frontrunner, a trusted partner Cognitive and vendor, a stable and progressive company where people can start or continue Machine-to-Machine a fulfilling career, and the only company that offers the complete EIM flow—from (M2M)

Engagement to Insight. As enterprise IT investments shift from ERP to EIM, we are YOU ARE Robotics confident that EIM will be the leading enterprise platform for the coming decades, HERE and that OpenText will continue to lead the way. Digital Velocity From Engagement to Insight Cloud The Digital Revolution is introducing another mass inflection in the rate of our Social development. The pace of technological change is increasing. Information is growing in volume. Both are fueling the acceleration of business. Internet Disruptive technologies are changing business models in every industry. Extreme ERP automation and extreme connectivity are forcing the enterprise to rethink its Personal Suites Email approach to customers, markets, its business network, and operations. As we connect Fax across one trillion devices, organizations in every industry face an increasing volume, Paper velocity, and variety of information. This is not a trend, but the reality of doing Time = Competitiveness business. From paper to fax to email to machine-to-machine (M2M) communications— FIGURE 9.1: The Pace of Change is Accelerating the digital universe is expanding. According the figure above, our systems of record (ERP) have been augmented by systems of engagement (social and mobile), and these will be extended by systems of insight (cognitive) over the next few decades. Every organization will make a transformational journey to digital to embrace cognitive systems of insight. Many organizations are struggling along the curve of technology adoption, caught between the two extremes of paper-based legacy systems and moving their business to the Cloud in a “race to zero” on IT infrastructure. Climbing this technology curve is even more challenging for global industry leaders. At OpenText, we have been following this evolution, watching EIM overtake ERP systems as the future of enterprise information. While ERP manages structured information and transactions, EIM manages unstructured information. OpenText EIM delivers the most comprehensive platform for digitization, integrating with ERP systems to bring together structured and unstructured information inside the enterprise and across the business network.

90 | CHAPTER 9 The Digital Revolution is introducing new digital formats to the enterprise based on of insight. Large amounts of data can be processed in micro-seconds. The required robotics, M2M communications, and cognitive systems. This is where the future of actions can take place immediately to take business agility to new and previously EIM lies and over the next 25 years we will enable the digital world by helping our unrealized heights. customers embrace cognitive technologies on their transformational journeys, from The impact of cognitive technologies on business will grow significantly in Engagement to Insight. the immediate future. The shift to cloud computing will be the catalyst for The Cognitive Enterprise many organizations to integrate one or more technologies into the enterprise infrastructure. The more mature cognitive technologies, like NLP and speech Cognitive computing is a game changer for the enterprise. recognition, are becoming components of enterprise software systems. Current computing systems are doing a good job of processing information, Organizations are already combining their portfolios of data with analytics, cloud, programming business rules, and automating processes to increase our overall mobile, social, and the IoT to derive new forms of business value and transform their productivity and efficiency. In accordance with Moore’s Law, as computers become industries. The adoption of these technologies is part of the movement to systems of more powerful they become more mainstream (available to many at a lower cost). insight as part of the shift to cognitive systems. Based on more powerful microprocessors, the creation of a variety of sensors, With OpenText Magellan, our next-generation cognitive platform, we’re building and improved analytics, our computer systems are becoming “smarter.” They have cognitive capacity into EIM. Smart meters are embedded into our Business Network, evolved from automating simple tasks to becoming self-learning, Artificial Intelligence supporting M2M communications across millions of transactions every month. First (AI) systems. Neural networks are being used to complete tasks like speech responders in the healthcare industry are capturing real-time videos and uploading recognition that ordinary, rules-based programming cannot solve. this into our content server repository. In engineering and construction, we’re As neural networks become a reality, computers will evolve to be more intelligent and working with companies that are deploying drones at construction sites for greater human-like. Our devices can already listen to us (through voice recognition software), reach, portability, and capabilities. They’re capturing video and telemetry data which act as our eyes to monitor aspects of our lives (visually and otherwise) and respond to is then being stored in an EIM system. For our customers, the machines are waking our touch. Touch screens and wearable devices have revolutionized how we interact up and they’re talking to each other. Our EIM solutions are helping to capture and with computers, and cognitive systems will take this interaction to a whole new optimize these conversations for acute business value. level. They will present us with new and exciting ways to interact with technology. With their ability to make complex decisions quickly, these systems will expand our cognition, improve our efficiency, and empower us to be more innovative. Inside the enterprise, we will see the adoption of cognitive technologies into enterprise systems, processes, and practices. The promise of deeper insights, more targeted marketing campaigns, higher levels of product and service innovation, Election Finding Intelligent NetApp Information the ability to scale expertise, and greater transparency and efficiency will push the Tracker H1N1 BPM Utilization Security Monitoring adoption of cognitive technologies to the top of the corporate agenda. Cognitive systems will be used to amplify human capabilities, pushing the limits of what is possible with technology. They will become more powerful, smarter, and act autonomously to self-protect, self-monitor, self-program, and communicate with other cognitive systems. Huge amounts of data will be exchanged across billions of Mortgage Cognitive Maps for Business Network Business Sales Forecasting / connected machines. When analytics are overlaid, they uncover unprecedented levels Analysis Trading Partners Supplier Analytics Activity Index SFDC integration

FIGURE 9.2: Cognitive Applied with OpenText EIM

THE NEXT 25 YEARS | 91 Our solutions will help transform organizations into cognitive enterprises. The cognitive enterprise will gain substantially from disruptive technologies, with OpenText opportunities to improve customer engagement and experience, optimize process automation and performance, reduce risks of fraud and non-compliance, and accelerate the pace of innovation. ECM BPM CEM Discovery Innovation Defines Our Future Developer Tools OpenText Common Services Just as it has served as a foundation of growth for OpenText, innovation defines (AppWorks, Entity Modeling, (Workflow, OCR, Security) our future. RESTful Services) Analytics Over the years, we have invested billions to develop and acquire innovative 1,000 Information Sources: EIM Technology Platform: technologies. As a result, we have built a world-class EIM portfolio of products that Files, Folders, Email, ERP, CRM, Network Business Oracle, SQL Server, Postgres brings value to our customers. Within the company, there are 2,000 employees Connectors, SFDC, etc… dedicated to R&D and Customer Service and Support. With large-scale development centers in Waterloo, Hyderabad, Bangalore, Manila, San Mateo, and Grasbrunn, we OpenText Cloud-to-Cloud Connectivity are able to scale our operations cost effectively. When we combine these factors with our customer-centric requirements and our compelling multi-year product roadmaps, we are well-positioned for future growth. The 3rd Party 3rd Party Business-to- Managed On Premises Our corporate strategy of developing technology solutions and integrating acquired OpenText Business Cloud Business Services technologies to fill white spaces is a proven approach that creates value and growth. Cloud Networks

Over the past five years, we cemented our presence in the BPM market with FIGURE 9.3: The Most Comprehensive EIM Platform in the Industry innovative new solutions, we entered the Business Network and Analytics markets, and today, we are strengthening our portfolio in the eDiscovery market. We Are All Information Companies We have expanded our CEM offerings and extended ECM to complete our EIM In the digital world, information is the new currency. Not only does it drive business, platform portfolio. information is also a key differentiator that defines competitiveness. Our current portfolio of businesses with leadership positions in key markets is strong At OpenText, EIM has come of age. Our customers can now govern and consolidate and we will continue to invest in next-generation, transformative technologies. Our their information from multiple sources for greater business understanding. new product release cycle demonstrates continuous innovation based on the most Information applications can be built on top of our platform to integrate emerging comprehensive digital platform available in our market. technologies with legacy IT infrastructure, standardize data across systems, and OpenText will always be in the trust and relationship business. We remain stalwartly create dynamic and flexible processes to support new technologies and devices. focused on the customer and we partner with the best. We have data centers across Every transaction, every process, and all of the data that flows in between is digital— the globe to keep the world’s top businesses running. As we expand our business into from internal systems and infrastructure to external systems in an extended business emerging geographies and markets, we have the talent, infrastructure, and credibility network in the Cloud. We enable the digital world. to support thousands of managed services customers who run their businesses in Our digital EIM platform empowers the enterprise to unlock the power of its the Cloud. Through our products and services, we enable businesses to grow faster, information—from Engagement to Insight. lower operational costs, and reduce information governance and security risks by improving business insight, impact, and process speed. Because we are all information companies.

92 | CHAPTER 9 We will continue to evolve with our customers, shape the EIM industry, and enable the digital world. Mark J. Barrenechea joined OpenText in January 2012 and is the CEO and CTO, as well as a member of the board. Previously, Mark was President and CEO of Silicon Graphics International Corporation (SGI). A Technical Computing pioneer, Mark defined and distinguished the market, establishing SGI as one of its leaders. Mark has also served as Executive Vice President, CTO, and as an executive Mark J. Barrenechea management team member for CA, Inc., as well as Senior Vice President of Applications Development at Oracle Corporation. Mark has received many accolades recognizing his leadership excellence, including the 2011 Best Large Company CEO from the San Francisco Business Times and the 2015 Results-Oriented CEO of the Year by the CEO World Awards. Mark has authored several books including On Digital, Digital: Disrupt or Die, eGovernment or Out of Government, Enterprise Information Management: The Next Generation of Enterprise Software, Software Rules and e-Business or out of Business.

Tom Jenkins is Chair of the Board of OpenText and has served as a member of its board since 1994. Tom also served as President and CEO of OpenText from 1994 to 2005, and as Executive Chairman and Chief Strategy Officer from 2005 to 2013. Tom is the Chair of the National Research Council and the tenth Chancellor of the University of Waterloo. He is a member of the board of Manulife Financial Corporation, Thomson Reuters Inc., and TransAlta Tom Jenkins Corporation and is the Co-Chair of the Business Higher Education Roundtable (BHER), as well as the Advisory Council for the Governor General of Canada Innovation Awards Program. Tom has been recognized for his contributions to education and innovation in Canada, receiving many awards including the Ontario Entrepreneur of the Year, the Schulich School of Business Outstanding Executive Leadership Award, as well as the Next Canada Spotlight Award for lifetime achievement for innovation. Tom was also awarded the Canadian Forces Decoration (CD) and the Queen’s Diamond Jubilee Medal (QDJM) and is an officer of the Order of Canada (OC). Tom is the author and/or co-author of 10 widely read books on the Internet, publishing most recently Digital Financial Services: The Greatest Revolution Since Minted Money and e-Government or out of Government. This book celebrates 25 years of innovation at OpenText. It tells the remarkable story of a small company that grew from from an innovative idea about mining the text of the Oxford English Dictionary into one of Canada’s top-performing technology companies. About OpenText not only describes the evolution of a company, but also the creation of an industry: Enterprise Information Management (EIM). Today, OpenText is one of the largest software companies in the world. As a global provider of EIM software, our products are operating in more than 40 countries across the globe, supported by 3 data centers and ,900 employees in 120 offi ce locations. More than 100,000 customers are using our products to break new ground in areas such as cancer research, aviation technology, and public service. Together, we are delivering on the promise of EIM to enable the digital world.

© 2016 by Open Text Corporation. All rights reserved. Printed in Canada