The first advantage is the capacity to support big companies across a large number of countries and to organize alongside security. The documents are subjected to other obligations required by customers. It's easy to administer and manage.

The tool's implementation has made life easier for customers. It is sold by SAP. The integration between SAP and the solution is good, making it easy to access the documents. It is widely recognized as a market leader in enterprise document management. 

The solution automates everything and helps us to track every move. It increases visibility and saves time in finding the documents using classification. The ability to track document changes is critical, especially for legal documents and those related to procurement. Knowing what changes occurred, when they happened, who made them, and the approval process are all crucial aspects managed by the record management solution.

OpenText Content Manager has improved our efficiency by 50-60 percent. 

The most valuable features of the solution are that it offers connectors, helps with document storage, offers workflows, and takes care of report management.

The product offers many features and functionality. A few of my favorites include:

• Integration with Microsoft Office (Word, Excel, Outlook), allowing for streamlined archive of business documents.
• Retention Schedule allows us to incorporate our company schedule directly into the system. By doing so, we are able to confidently manage our destruction process.
• Retention Hold process allows for the suspension on the standard retention process when records are identified as part of a hold order.

The product can be integrated with different solutions. There aren’t many products in the market that provide such integrations. We are integrating the product with SharePoint. It is important in content management.

We use it in the legal context a lot for document management and as a repository. It supports our legal document repository and document storage for working on cases.

The most valuable feature is the ability to search, sort and retrieve using metadata; in particular, the ability to create custom reports using the print merge functionality as per the requests that are issued from clients.

It has a robust search but has often been difficult for people to learn.

Drag and drop: With users having dual screens nowadays, this functionality is used a lot by staff and is also a good way to show people who are new to TRIM (HPE Content Manager) the simplicity of how things can be done. It is also handy if your MS Outlook integration breaks or crashes; the drag and drop of an email into TRIM usually still works. Then you can fix the actual problem with the integration later, as it becomes less of a priority. It is also handy to show people how they can drag and drop from the desktop (or network share) into TRIM, as well as drag and drop internally within TRIM. When dragging and dropping multiple items at once, a TRIM Queue window is bought up, which is pretty neat.

The online audit log is part of the reason people buy and use TRIM, as there is a requirement to have an audit trail. The audit trail is very handy, though, to be able to see exactly what has occurred when there is a problem or issue. The audit trail does not lie. Also, when sending out information in emails, I attach a TRIM reference in the email to the actual information, which is in TRIM. I can then see who has actually looked at the information via the online audit log rather than wonder who has actually read it.

The product allows us to run our Notice of Destructions seamlessly and produces our annual folders with ease.

Notice of Destructions: We rely on the software to accurately identify those documents/folders/boxes that are eligible for destruction each year and segregate them into a session. The software produces a list that we in turn route around to our Notice of Destruction approvers to obtain sign off electronically. Once all approvals are obtained, the session is processed and the documents/folders/boxes are deleted from the system.

Annual Folders: We rely on the software to identify those folders need to be duplicated for the following year. The software produces a list which we review before we produce the next year’s folders. We use the Duplicate functionality to produce 3,000+ folders each year during our Annual Folder process.

HPE Content Manager is a complex product with a great deal of functionality for managing paper and electronic records on a very large scale. The security model is excellent, the locations management is extensive, records options are abundant and metadata search is very efficient and allows for precision searching. Functions to modify records en-masse are handy and powerful, integration with other products is better established these days and the ability for HPE Content Manager to manage large amounts of content is integral to many organizations. Not only does it handle large amounts of content, but if configured and structured properly, it can manage content for you over the long- to very long-term and in accordance with legislation, many international standards and other compliance requirements.

Currently, we are just using the full client version of the application without using workflow or the web client. We do not use the desktop application (HPE Desktop) due to its limitations.

Our primary application has an embedded workflow, so we do not use the workflow capabilities of Records Manager.

The most valuable features are primarily the record web services interface and SharePoint Integration, although there is a lot that can be worked upon in the integration space.

Integration helps organizations build internal relationships with other products and communicate effectively. No wonder sole EDRMs like Objective, etc., are losing their charm as they remain into their own space without considering the overall enterprise paradigm. Look at SharePoint. It is good, but cannot replace HPE CM, as it doesn’t handle a large capacity of storage units.

All features are important for a complete solution since any solution will need to cater to drive the transformation from the reliance on paper-based processes to digitized solutions, as per the following:

• Inbound processing – capturing incoming traffic through inbound scanning, conversion to long-term preservation PDF format, document classification, metadata extraction, capturing emails.
• Repository/storage of content – ingesting all inbound traffic to a reliable ECM system with governance capabilities relating to records and information management with the capacity to identify records, storing, retrieving, collaborating, tracking, security, lifecycle management – disposal and retention, etc.
• Outbound processing – documenting composition and dispatch and database storage.

Records management tracking and workflows.

HPE Content Manager 9, and its predecessors, is an excellent EDRMS with a strong emphasis on record lifecycle and compliance with government standards. It provides unparalleled storage and search capabilities, and is an invaluable tool to information management units across all sectors.

• Audit events on documents, folders
• Ability to manage retention, disposition
• Sharing documents, setting security on documents and folders
• User labels (we wish they were ‘shareable’)

We like how the solution allows us to have retention of records and workflows, as well as its fire plan. 

The most valuable features are retention and additional field options. Retention is important because we need to know when records are due for destruction for compliance. The ability to add our own user-defined fields allows us to modify this product to suite our needs.

The product is valuable generally due to its wide use and acceptance in the public sector in my region. The skills and knowledge are transferable.

Many associated products offer OTS integrations.