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Strategy & Planning Services

Plan strategically and execute tactically with key business and IT stakeholders for a successful digital transformation

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Strategy & Planning Services overview

Investing in a business-centric strategy that aligns Information Management projects to business goals has been shown to pay dividends. OpenText™ Strategy & Planning Services helps identify and prioritize goals to support an organization’s near and longer-term planning, addressing implementation, adoption and the operation of solutions. With more than two decades of experience delivering Information Management solutions, the OpenText team helps plan the right scope and approach to projects and how to best account for broader business objectives at the appropriate time.


Maximize Information Management value

Let OpenText™ Advisory Services help build a business-aligned Information Management strategy for your organization.

Learn how about OpenText™ Advisory Services

Strategy & Planning Services benefits

  • Align projects to business goals

    Plan tactical projects guided by a business-centric vision that accounts for current projects as well as the upcoming roadmap.

  • Improved adoption for higher business value

    Influence the expected business value from Information Management investments with proven adoption strategies.

  • Faster time to value

    Gain value faster and build on successes to meet business objectives with smaller interactive projects, using a planned approach and well-defined scope.

  • Reduce risk

    Utilize Strategy & Planning Services for planning and delivery excellence that follows best practices, aligns solution deployment to business expectations and mitigates risk.

Services offered

OpenText Strategy & Planning Services help organizations achieve business wins and carry the momentum throughout their Information Management journey.

  • Education and planning workshops

    Benchmark against standard maturity model frameworks to assess risk and readiness, focusing on adoption, regulatory compliance, data security, upgrade and cloud migration.

  • Assessments

    Support project planning alongside key business, IT and Information Management stakeholders, including security, migration, upgrade and user adoption.

  • Planning studies

    Conduct comprehensive studies to strategically position projects in line with broader business transformation initiatives, including project scope and sequencing.

  • Meeting regulations

    Leverage regulatory compliance services, including GDPR strategy and CCPA compliance planning, to reduce risk of large financial penalties, audits or inspections.

  • Project and Program Management

    Steer projects with advice and guidance following best practice implementation methods with one point of contact throughout.

Find out more

innogy quote SE logo

“Our experience of working with OpenText Professional Services was really, really good. Their approach was one of thinking outside of the box, not just doing the bare minimum. They looked beyond our existing processes and brought their knowledge of industry best practices to make our processes more efficient.”

Marcus Johannes, Process Manager Accounts Payable, innogy SE

Read the customer story about innogy SE


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