Customer Communications

OpenText Communications Implementation Services

Insurance, banking, utilities, and telco customer-experience teams have hundreds of document templates trapped in legacy composition engines — Group1 DOC1, CSF, Xerox VIPP, or aging in-house systems. A simple disclaimer change takes six weeks and a developer ticket. Regulators add new rules. Marketing wants personalised digital delivery the legacy stack cannot produce. OpenText Communications (formerly Exstream) is the CCM platform that consolidates statements, bills, policies, welcome kits across print, email, web, and SMS — with business-user authoring instead of developer tickets. BCS implements the migration off the legacy composition stack onto Communications.

Business-user authoring
DESIGN CENTER

Marketing, compliance, and product teams update templates in browser. Developer tickets for disclaimer changes retire.

Omnichannel delivery
PRINT TO DIGITAL

Same composition engine outputs print, email, web, SMS, and mobile from one template. The channel mix evolves without re-platforming.

Regulator-ready
COMPLIANCE WORKFLOW

Plain-language acts, state insurance commissioner rules, GDPR requirements implement as template versions with audit trail.

Architecture

Five Layers Of OpenText Communications

The composition platform for high-volume regulated customer communications

Legacy customer communications platforms are developer-dependent and channel-locked. A disclaimer change requires a code change. A new channel requires a separate output system. The marketing team cannot personalise digital delivery without engineering involvement.

OpenText Communications separates the composition engine from the authoring surface. Business users author templates in a browser with embedded business logic. The composition server outputs the same template to print, email, web, SMS, and mobile. Regulator-mandated changes ship as template versions with audit trail.

01 - Design Center / Empower

Business-user authoring in browser

Browser-based template authoring with embedded business logic. Business users design templates; compliance approves; the change ships as a versioned template. No developer ticket for routine template changes.

02 - Communications Server

High-volume composition engine

The batch and interactive composition engine. Processes millions of documents per day for statements, bills, policies. Same engine handles batch overnight runs and on-demand interactive customer service composition.

03 - Communications Orchestration

Multi-channel delivery rules

Channel orchestration based on customer preferences, regulatory requirements, and document type. Same template outputs to the channel mix the customer has chosen.

04 - Inspire Interactive

Agent-assisted live composition

Customer service agents compose customer-specific documents during the live interaction. Agent UI surfaces the template, prefills customer data, lets the agent personalise within compliance-approved variations.

05 - Knowledge-driven Generative AI

AI-assisted content suggestions

Generative AI assists with content suggestions, tone adjustment for plain-language compliance, and multi-language drafts. The AI works within the template framework, not as a separate composition surface.

Why Communications

The Four Triggers That Move Communications From Consideration To Programme

Communications programmes start when one of four operational realities forces the decision.

01 - Legacy composition end-of-life

The mainframe composition platform is unsustainable

Group1 DOC1, CSF, Xerox VIPP, or an aging in-house composition engine is running on infrastructure approaching end-of-life. The team that maintains it is shrinking. The CIO has accepted that the migration is unavoidable; the question is the destination platform.

02 - Digital channel pressure

Customers expect digital delivery, the platform cannot produce it

Statements, policies, and welcome kits go out in print and PDF only. Customers expect mobile-first delivery, the marketing team cannot deliver, and the digital adoption rate is below industry benchmarks. The competitive pressure makes the decision.

03 - Regulator-driven change

Plain-language acts or state-specific rules accumulate

State insurance commissioners, banking regulators, GDPR, plain-language acts add rules faster than the developer ticket queue can absorb. Every regulator change creates a six-week project. The compliance team needs template-versioned change control with audit trail.

04 - Brand and product evolution

Marketing cannot personalise customer communications at scale

The CMO has approved a customer-experience programme. Personalisation requires the composition platform to handle customer-specific content variations. The legacy composition stack cannot; the marketing automation platform cannot produce regulated documents. Communications fills the gap.

Business Impact

Who Benefits From The Communications Implementation, And Through Which Operational Lever?

Communications has a CX/CMO-led buyer panel. Each accordion names the specific lever.

Head Of Customer ExperienceCustomer communications quality, channel coverage

For CX, customer communications are the brand at scale. The platform decides whether digital delivery, personalisation, and channel preference work or remain aspirational.

  • Omnichannel delivery from one template — channel mix follows customer preferences.
  • Personalisation runs as template variations, not as a separate marketing automation campaign.
  • Plain-language and accessibility compliance enforced at template level.
CMOBrand consistency, time-to-market

For the CMO, the composition platform decides whether marketing can ship a customer communication change in days or in six weeks. Communications puts that authoring in marketing's hands.

  • Marketing authors templates in browser without developer tickets.
  • Brand consistency enforced through template design system and approval workflows.
  • Time-to-market for customer communication changes drops from weeks to days.
Head Of BillingBill production, dispute reduction

For Billing (utilities, telco, banking), the platform decides whether bills go out on time, with accurate calculations, and with the digital channel mix customers expect.

  • Batch bill production runs on Communications Server at the volumes the operation needs.
  • Digital channel adoption increases as customers can subscribe to email and mobile delivery.
  • Bill disputes decrease as personalisation can explain charges in customer-specific context.
Head Of Policyholder ServicesInsurance policy issuance, claims communications

For insurance Policyholder Services, every policy issuance, endorsement, and claim communication is regulated. Communications handles them with state-specific compliance built into the template.

  • Policy issuance, endorsements, and claim communications composed on one platform.
  • State-specific compliance variations handled as template variations, not parallel templates.
  • Agent-assisted live composition via Inspire Interactive for service interactions.
CIOComposition platform consolidation, mainframe retirement

For the CIO, Communications retires a mainframe-era composition platform. The infrastructure footprint reduces; the developer dependency for routine template changes retires.

  • Mainframe composition retires — Group1 DOC1 / CSF / VIPP estate decommissions.
  • Developer dependency for routine template changes reduces; compliance changes ship as versioned templates.
  • Same platform handles batch overnight runs and on-demand interactive composition.
Chief Compliance OfficerTemplate version control, regulator readiness

For Compliance, every customer communication is a regulator-relevant artefact. Communications tracks template versions, approvals, and the audit trail through the change cycle.

  • Template versions with approval workflow — every regulator-mandated change has a documented sign-off chain.
  • Plain-language compliance can be verified during the template approval workflow.
  • Historical retrieval of customer-specific document versions for dispute or audit.
CFOCommunications operating cost, mail spend

For the CFO, customer communications carry direct mail costs and the operating cost of the legacy composition platform. Communications reduces both: digital channel adoption shifts volume off print, and the legacy platform retires.

  • Print volume reduces as digital channel adoption rises.
  • Legacy composition platform retires with its infrastructure and licence costs.
  • Same platform handles the growth in regulated communications without proportional cost increase.
CTOComposition architecture, AI integration

For the CTO, Communications is the composition substrate that needs to integrate with the rest of the customer-facing stack — CRM, marketing automation, billing, claims systems.

  • Pre-built connectors to Guidewire, Duck Creek, FIS, Temenos, Salesforce.
  • Same composition engine handles batch and interactive workloads.
  • Generative AI integration assists with content authoring within the template framework.
Capabilities

Components Of OpenText Communications

Five product components spanning authoring, composition, orchestration, interactive, and AI.

P01

Design Center / Empower

Browser-based template authoring with embedded business logic. Business users design; compliance approves; the change ships as a versioned template.

G02

Communications Server

The composition engine. Handles millions of documents per day for batch statements, bills, and policies. Also handles on-demand interactive composition for service interactions.

I03

Communications Orchestration

Multi-channel delivery orchestration based on customer preferences, regulatory rules, and document type. The same template outputs to print, email, web, SMS, mobile.

P04

Inspire Interactive

Agent-facing tool for live customer-specific document composition during service interactions. The agent works in a guided UI within compliance-approved variations.

A05

Knowledge-driven Generative AI

AI-assisted content suggestions, tone adjustment for plain-language compliance, and multi-language drafts. AI works within the template framework.

I06

Industry System Connectors

Pre-built connectors to Guidewire, Duck Creek, FIS, Temenos, SAP IS-U for utilities, and Salesforce Service Cloud.

G07

Template Version Control And Approval

Template versions with approval workflow, audit trail, and regulator-ready change history. Every customer communication carries the template version reference.

How BCS Implements This

The Six Workstreams — What BCS Owns, What The Client Owns, When Each Runs

A Communications programme typically runs 20-32 weeks for the migration of the first major template estate. BCS sequences six workstreams.

01Weeks 1-5

Template Inventory And Migration Scope

The legacy template estate is inventoried. Volumes by document type, regulatory variations, channel mix per template, and customer-impact tier are catalogued. The migration scope is sequenced.

BCS owns: inventory tooling, scope analysis, migration sequencing. Client owns: template owners, regulatory variation data, business priority.

02Weeks 4-12

Template Design System And Authoring Setup

The template design system in Design Center / Empower is configured. Brand standards, compliance variations, and reusable components are codified. Business users are onboarded to authoring.

BCS owns: design system, authoring environment, training. Client owns: marketing and compliance owners for the design system sign-off.

03Weeks 8-18

Migration Of Priority Templates

The highest-priority templates (largest volume, highest customer impact, most regulator-relevant) migrate first. Communications Server batch composition validated against legacy output. Variation testing per state, channel, customer segment.

BCS owns: template migration engineering, output validation. Client owns: compliance review of migrated templates.

04Weeks 14-22

Channel Orchestration And Customer Preferences

Communications Orchestration configured for the channel mix. Customer preference integration to the CRM or customer master configured. Print, email, web, SMS, mobile delivery paths tested.

BCS owns: orchestration configuration, channel testing. Client owns: CRM access, customer preference data.

05Weeks 18-26

Interactive Composition And Industry Connectors

Inspire Interactive configured for customer service composition. Guidewire / Duck Creek / FIS / Salesforce connectors activated for the policy or billing data sources. Pilot service agents trained on the interactive composition surface.

BCS owns: Inspire configuration, connector setup, agent training. Client owns: service agent enablement, connector source system access.

06Weeks 24-32

Cutover And Legacy Decommissioning

Production cutover for the migrated template estate. Legacy composition platform runs in parallel for a defined window. Decommissioning plan executes once stability is proven. Generative AI activation for content authoring assistance.

BCS owns: cutover orchestration, parallel-run management, decommissioning. Client owns: sign-off on stability criteria, decommissioning approval.

About BCS

BCS — The Agentic System Integrator For Content

Content programmes that ship as an operating model, not an event

BCS implements Communications as part of the broader OpenText practice. The CCM team understands regulated communications — insurance policies, bank statements, utility bills — not just generic marketing automation.

The agentic system integrator model means three operating platforms travel with every Communications programme.

Anugal

Template approval access

Identity governance over template authoring, approval, and version-release rights. Compliance, brand, and product authors carry the access certification each role needs.

deKorvai

Customer master data quality

Customer master validation that runs before composition binds. Inconsistent customer records, duplicate identities, and outdated preferences are remediated so personalisation lands on accurate customer identity.

Symphony

Migration cutover orchestration

Migration orchestration for the legacy-to-Communications cutover. Parallel-run management, validation gates per template wave, and rollback path execute as one workflow.

Recent Updates

What Has Changed In Communications In 2026?

Three updates that shape the Communications conversation in 2026.

Recognition2024

IDC MarketScape Leader: Intelligent CCM and Automated Document Generation

OpenText recognised as a Leader in IDC MarketScape: Worldwide Intelligent Customer Communications Management 2024 and Worldwide Automated Document Generation and CCM 2024 (both December 2024).

Source: OpenText IDC MarketScape recognition
AI2025-2026

Generative AI content assistance

Knowledge-driven generative AI assists template authors with content suggestions, tone adjustment for plain-language compliance, and multi-language drafts. The AI works within the template framework, not as a parallel composition surface.

Source: OpenText Communications
NamingAug 2025

Exstream now Communications

The Exstream product name was simplified to OpenText Communications in the August 2025 rebrand. The Exstream heritage name remains in technical documentation. In-flight programmes are unaffected.

Source: OpenText rebrand

Frequently Asked Questions

The five questions that decide the Communications programme.

How does Communications compare to Quadient (formerly GMC Inspire), Smart Communications, or Adobe AEM Forms?

All four are CCM platforms. Quadient (GMC Inspire) is a long-standing competitor with similar enterprise heritage. Smart Communications has strong personalisation and cloud-native architecture. Adobe AEM Forms is part of the Adobe Experience Cloud and pairs naturally with Adobe's marketing stack. OpenText Communications differentiates on enterprise composition volume, regulated-industry depth, and integrated workflow with Documentum and Extended ECM where signed documents need to live as records.

What document volumes can Communications Server handle?

The Communications Server engine is sized for high-volume enterprise composition — tens of millions of documents per day for the largest insurance, banking, and utility deployments. Mid-size enterprises with hundreds of thousands of documents per month run comfortably with significant headroom.

Can we keep our existing print provider?

Yes. Communications outputs to standard print-ready formats (PDF/A, AFP, PostScript) that any print provider can ingest. The migration does not require changing the print supply chain. Digital channels are added without disrupting the print path.

How do we handle the regulator-specific variations across states or countries?

Template variations handle regulator-specific rules. The same base template carries variation overlays for state insurance commissioner requirements, GDPR text variations, plain-language act compliance per jurisdiction. The variation logic lives in the template, not in code.

What is the commercial engagement model?

Most Communications engagements run as fixed-milestone delivery for the migration of the first major template estate (20-32 weeks), with template inventory and design system priced separately. The team typically includes a programme lead with Exstream/Communications experience, two to four CCM consultants, an industry-system integration engineer (Guidewire, Duck Creek, etc.), an identity engineer running Anugal, and a cutover lead.

Scope The Communications Implementation In 30 Minutes

BCS runs a 30-minute readiness session covering the legacy composition platform state, the template estate inventory, the channel mix priority, the regulatory variation scope, and the industry-system integration plan.

30-minute discovery session*