[
IBM Blu... Reviews
](https://www.g2.com/products/ibm-blueworks-live/reviews)

[
IBM Blu... Reviews
](https://www.g2.com/products/ibm-blueworks-live/reviews)

# IBM Blueworks Live Features

##### ## Customization (6)

Document Generation

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

Process Design

The ability to create custom workflows aligned with business objectives.

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.

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.

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

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##### ## Collaboration (6)

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Data Unification

Compile data from across all systems so that users can view relevant information easily.

Accessibility

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

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

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##### ## Process Management (7)

Process Overview

Provides users a holistic view of all workflows so as to see how all processes work together.

Process Analysis

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

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.

Unstructured Processes

Provides the ability to manage unstructured processes.

API Connection

Connect with existing systems via API.

Intelligence

Gives user machine learning tools for intelligent process improvement

Document Approval

Streamline and simplify document approval processes.

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##### ## 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.

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##### ## 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.

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##### ## Process Development (1)

Process Routing

Ensures the right task is being assigned to the proper employee across an entire process.

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##### ## Generative AI (1)

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

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##### ## Agentic AI - Org Chart (2)

Cross-system Integration

Works across multiple software systems or databases

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### ## 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

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##### ## 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

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[Org Chart](https://www.g2.com/categories/org-chart)[Diagramming](https://www.g2.com/categories/diagramming)[Business Process Management](https://www.g2.com/categories/business-process-management)

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