IBM Blueworks Live Features
Customization (6)
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Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable.
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Process Design
The ability to create custom workflows aligned with business objectives.
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Process Repository
A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.
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No-Code App Development
Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.
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Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Collaboration (6)
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Access Controls/Permissions
Define levels of authorization for access to specific files or systems
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Data Unification
Compile data from across all systems so that users can view relevant information easily.
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Accessibility
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Real-Time Data
Receive data and information in real time
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Process Management (7)
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Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together.
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Process Analysis
Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
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Real-Time Process Monitoring
Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.
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Unstructured Processes
Provides the ability to manage unstructured processes.
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API Connection
Connect with existing systems via API.
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Intelligence
Gives user machine learning tools for intelligent process improvement
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Document Approval
Streamline and simplify document approval processes.
Logistics (6)
Integration
Offers integration to a wide variety of HR software solutions.
Analytics
Provide analytics such as head count and budgeting.
Data Import/Export
Import and export data to and from software applications
Upload
Ability to manually upload the employee roster name by name
Employee Directory
Offers a way for users to create and organize a staff directory that is entirely searchable.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Editing & Design (5)
Drag-and-Drop
Offer drag-and-drop capabilities for editing the org chart.
Update
Offer the ability to update the list as a business grows.
Customize
Enable users to customize the design of the org chart.
Details
Allow users to indicate different roles and departments on the chart.
Restructure
Provide the ability to rearrange an exisiting chart in case of company restructure.
Process Development (1)
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Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Generative AI (1)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Org Chart (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Business Process Management (8)
Multi-step Planning
Ability to break down and plan multi-step processes
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Additional Functionality (149)
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Version Control
Track revisions and updates made to files and navigate between different versions
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Time Off Requests
Tools that allow employees to request/schedule time off
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Data
Receive data and information in real time
Smart Chart Legend
Set rules to display fields in org chart to reduce clutter
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Management
Store, manage, and track all electronic documents in a centralized location
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Succession Planning
Planning, tracking and developing internal talent for future key position filling
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
API
Application programming interface that allows for integration with other systems/databases
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Interactive Elements
Various components within a system including buttons, clickable icons, hover effects, and more
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Commenting/Notes
Leave comments and notes on documents for others to view
Customization
Create labels for products that contain required information such as colors, sizes, dates, etc.
Publishing/Sharing
Share pre-configured sets of data organized and presented in a specific manner with the organization
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Task Management
Create, manage and track all task activities and progression
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Fields
Customize data fields to support various needs and use cases
Training Management
Track employee/learner's progression through training programs
Customizable Reports
Alter the layout and content of reports
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Contact Management
Manage, organize, and store contact information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Employee Photos
Store photos of employees
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Org Chart Creation
Create and design org charts that include an organization's structure information, contact information, illustrations, and more
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Data Import/Export
Import and export data to and from software applications
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Document Management
Store, manage, and track all electronic documents in a centralized location
Real-Time Reporting
Active reporting of data and metrics
Customizable Forms
Customize contracts and forms to collect specific information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Task Progress Tracking
Track the status and progress of tasks
API
Application programming interface that allows for integration with other systems/databases
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Commenting/Notes
Leave comments and notes on documents for others to view
Forms Management
Store, manage and track all forms in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Configurable Workflow
Configure existing workflows to meet your organization's needs
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Process Change Tracking
Document any changes or proposed changes made to business processes or workflows
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Updates
Receive system updates as soon as any changes are made
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Fields
Customize data fields to support various needs and use cases
Version Control
Track revisions and updates made to files and navigate between different versions
Forms Automation
Automate repetitive tasks such as filling out information or creating certain types of forms
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Activity Tracking
Track and document all activities across devices, networks, and other systems
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Management
Create, manage and track all task activities and progression
Customizable Reports
Alter the layout and content of reports
Business Process Control
Define and maintain business rules that determine workflow capabilities and criteria
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Chat/Messaging
Communicate using direct chat or messages within the system
Commenting/Notes
Leave comments and notes on documents for others to view
Mind Maps
Diagram used to organize information in a hierarchical way to show relationships
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Network Diagram
Diagram that depicts connections among nodes in a network
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
API
Application programming interface that allows for integration with other systems/databases
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Workflow Management
Create, design and manage workflows for repetitive tasks
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Data
Receive data and information in real time
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Task Management
Create, manage and track all task activities and progression
Organizational Charting
Diagram that shows the structure of an organization and the relationships between parts
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Flowchart
Diagram that represents an algorithm, workflow, or process
Auto Update
Automatic update of information / software
Single Sign On
Allow users to access multiple services after entering their login credentials once
Project Planning
Organize and schedule projects
Customizable Reports
Alter the layout and content of reports
Image Library
Store and manage images
Real-Time Updates
Receive system updates as soon as any changes are made
Multi-Language
Manage and support multiple languages
Document Embedding
Embed diagrams directly into documents
Document Storage
Store and organize documents in a centralized system
Freehand Sketch
The ability to manual sketch/create a diagram
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Wiki
An informational database that allows users to add, delete, or revise content
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Graphical Data Presentation
Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
File Management
Create, save, and store files
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Data Visualization
Graphical representation of data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Bottleneck Identification
Detect areas where test errors occur
Process Builder
Outline and document business processes via step-by-step building blocks
Team Management
Organizing a group of people to accomplish a task
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Status Tracking
Track the status over time for a request, process, asset, or transaction
Design Templates
Create designs using pre-built templates or customize them with flowcharts, mindmaps, wireframes, network diagrams and org charts
Diagramming
Enables schematic data presentation through org charts, mind maps, flowcharts, and process diagrams.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Video Conferencing
Connect with meeting participants remotely over video
Analytics
Tools for the systematic analysis of various types of data or statistics
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Screen Sharing
Digitally share screen view with others
Change Management
Track and monitor efficient handling of all changes/transitions
Document Management
Store, manage, and track all electronic documents in a centralized location
Visual Workflow Management
Create, design, and visually represent processes within the software


