Best Practices for Upgrading to OpenText Exstream: What You Need to Know

3 min readMar 7, 2024

Upgrading to a new software version can be a daunting task, and OpenText Exstream is no exception. However, with the right approach and best practices in place, the transition can be smooth and hassle-free.

In this article, we’ll discuss some of the key considerations and tips to keep in mind when upgrading to OpenText Exstream, to ensure a successful and efficient upgrade process. Whether you’re upgrading from a previous version or migrating from a different platform, this guide will provide valuable insights and guidance to help you make the most of your OpenText Exstream upgrade.

Upgrading to OpenText Exstream can be a daunting task, but the benefits it can bring to your business are worth the effort. With its advanced features and capabilities, Exstream can help you create and deliver personalized, relevant, and engaging customer communications across multiple channels.

To ensure a successful upgrade, it’s important to follow best practices and take the necessary steps to prepare your environment. Here are some tips to help you get started:

1. Plan and prioritize: Before you begin, define your upgrade goals and objectives, and prioritize them based on their business value. This will help you focus on the most critical tasks and avoid unnecessary delays.

2. Test thoroughly: Testing is a crucial part of the upgrade process. Make sure you test all the components of your Exstream environment thoroughly, including templates, data, and output. Use sample data and scenarios to simulate real-world conditions and ensure that everything works as expected.

3. Train your team: Upgrading to Exstream may require your team to learn new skills and tools. Make sure you provide adequate training and support to help them adapt to the new environment and maximize the benefits of the upgrade.

4. Optimize your templates: Exstream offers a wide range of design and layout options for your templates. Take advantage of these features to optimize your templates for different channels and devices, and create personalized and relevant communications that resonate with your customers.

5. Automate your workflows: Exstream can help you automate your workflows and streamline your communication processes. Take advantage of its capabilities to reduce manual errors, increase efficiency, and improve the overall quality of your communications.

6. Monitor and measure: Once your upgrade is complete, it’s important to monitor and measure the performance of your Exstream environment. Use analytics and reporting tools to track key metrics such as response rates, engagement levels, and customer satisfaction, and use this data to optimize your communications and improve your business outcomes.

By following these best practices, you can ensure a smooth and successful upgrade to OpenText Exstream. With its advanced features and capabilities, Exstream can help you transform your customer communications and take your business to the next level.

Get Exstream with Bentech

Bentech can provide you with the expertise needed to help you quickly see positive results. In a dialogue with Bentech, you get suggestions for solutions designed according to your specific goals using industry-leading tools.

Find out how your organization can use Self-Service to automate and simplify the composition and distribution of your business documents. Contact us at .We’ll start by identifying your challenges and goals so that you are on your way to getting a cost-effective solution that’s right for your needs.




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