Client advisory programs

Interested in any of the programs below? Contact your Sales Executive

Please note: OpenText Advisory Boards are invitation-only and participation is reserved for approved members. For information on membership eligibility and how to be considered, please contact your OpenText representative.

Hosted by development, product marketing, and sales leadership

Our Client Advisory Boards (CABs) bring together decision makers from various industries to share valuable perspectives on OpenText offerings and solutions at the business unit level. They also provide insights into customer experience, industry trends, emerging business needs, and market opportunities. This input helps OpenText align its solutions with client needs and goals, ensuring a more tailored and effective approach.

Each CAB consists of a three-hour session that will:

• Surface market, industry, and client-specific insights to guide BU execution and investment decisions. 
• Validate strategy, priorities, and roadmap relevance with core clients.
• Strengthen relationships and long-term client partnership and opportunity for business growth.

Client Advisory Boards taking place at OpenText World:

• OpenText™ Application Delivery Management
• OpenText™ Business Network
• OpenText™ Content Cloud
• OpenText™ Experience Cloud
• OpenText™ IT Operations Management

Audience: Participation is limited to Sr. Director level and above, 12-15 clients in total.

Audience: Participation is limited to Sr. Director level and above, 15–20 clients in total.

Hosted by industry marketing, business value consulting and product management leadership.

Our Industry Advisory Boards (IABs) bring together decision makers from select industries to share valuable perspectives on OpenText offerings and solutions. They also provide insights into customer experience, industry trends, emerging business needs, and market opportunities. This input helps OpenText align its solutions with client needs and goals, ensuring a more tailored and effective approach.

Each IAB consists of a 90-minute session that will:

• Surface market, industry, and client-specific insights to guide investment decisions. 
• Validate industry priorities, and inform solution direction, messaging, and go-to-market alignment
• Strengthen relationships and long-term client partnership and opportunity for business growth.

Industry Advisory Boards taking place at OpenText World:

• Banking
• Insurance
• Public Sector

Hosted by development and product marketing

Our Product Advisory Boards (PABs) bring together clients from strategic organizations for candid, interactive discussions about the OpenText products and solutions they use. Share your experiences, priorities and ideas directly with OpenText product leaders while gaining insight into product direction and learning from your peers.

Each PAB is a three-hour session designed to help participants:

• Influence future product direction by sharing business needs, priorities, adoption challenges, and ideas directly with OpenText product leaders.
• Gain greater visibility into the product vision, roadmap, and planned innovations and discuss how they could support your organization’s goals.
• Build stronger connections with OpenText product experts and other members of the product community.

Product Advisory Boards taking place at OpenText World:

Content:

• OpenText™ Content Management (Extended ECM)
• OpenText™ Documentum™ Content Management 
• OpenText™ Content Aviator™
• OpenText™ Capture & OpenText™ Core Capture 

Experience:

• OpenText™ Communications (Exstream) 
• OpenText™ Fax

 IT Operations Management:

• Service Management (OpenText™ Universal Discovery and CMDB, OpenText™ Service Management)
• Incident Prevention (OpenText™ AI Operations Management and OpenText™ Network Operations Management)

Audience: Participation is designed for product practitioners and technical users, 20–25 clients in total.