Mastering IBM Blueworks Live

Name: Mastering IBM Blueworks Live
Rating: 4.6 (350 reviews)

*Updated 2024* Become an expert using Blueworks Live and create positive outcomes for your company with Process Modeling

Created byMatthew Oatts

Last updated 3/2024

English

What you'll learn

How to document business processes using IBM's Blueworks Live
How to use IBM's Blueworks Live process discovery solution
How to scale Blueworks live usage and process documentation in their company
How to leverage IBM's Blueworks Live for process reengineering documentation

Course content

5 sections • 36 lectures • 4h 45m total length

Getting Access to Blueworks Live and Course Structure2:38
Learn how to sign up, login, and understand the structure of the lectures in the course.
What's New in Blueworks Live - Updated 20243:55
In this video, I provide an update on what has changed since this course was originally published to Udemy.

The good news is Blueworks Live is one of the few products I work with every day that hasn't had many feature changes over the years. That's a testament to how well designed it is and IBM's perspective of "if it's not broken, don't change it" design principle with Blueworks Live.

You'll see where the release notes are posted and I point out the two areas have had the most change since 2022: API's and minor features for commenting.
Discovery Map8:51
Use the Discovery Map feature in Blueworks Live to map and document processes without worrying about flow.
Process Diagramming15:58
Learn how to visually sequence activities and describe a process flow.
Naming Conventions7:27
Learn the best practices and anti-patterns for naming artifacts in Blueworks Live.
Gateways11:45
Use the Gateway construct to represent divergent and convergent paths including the logic behind the icon of the gateway.
Linked and Sub Processes12:51
Connect different processes and layers of processes to have a unified view of your process landscape. This lecture also describes when to use and when not to use Linked Processes vs. Sub-Processes.
Events12:03
Learn how to represent Events in Blueworks Live, including what the different event icons mean and how to the message artifact is properly used.

Spaces9:04
Learn how to organize artifacts in Spaces within Blueworks Live and how to configure Spaces to ensure proper access.
Tags, Favorites, Search, and Navigation10:31
Become a power navigator in Blueworks Live by learning to quickly tag, favorite, and navigate content.
Decisions12:56
Learn how the decision construct can be incorporated into your process documentation for a detailed capture of business rules.
Adding Activity Details9:19
While it might seem straightforward to fill in activity fields, learn how experts make sure the activity detail they capture is consistent and valuable.
Documentation8:46
More than just a rich text editor, the Documentation feature in Blueworks Live can be a powerful way to quickly capture process discovery discussions and link notes to content inside and outside Blueworks Live.
Problems6:39
Learn how to make the most of the Problems feature in Blueworks Live... one of the instructor's favorite features!
Glossary11:07
Blueworks Live is more than just process flow documentation and making good use of the Glossary can turn mediocre process documentation into enterprise wide game-changing insight.
Policies and Documents7:05
Sometimes an overlooked feature of Blueworks Live, the Policy feature is a great way to have "single source of truth" or "golden" copies of documents in Blueworks Live.

Where Used4:34
With a well documented process landscape, you can use the "where-used" feature to link data points across processes and business areas.
Playbacks7:05
Learn how to rock your Blueworks Live process documentation review presentations by using the Playbacks feature!
Colors5:01
Adding color to your Blueworks Live documentation creates a greater depth of understanding without needing to dig into the activity details.
Analysis Mode4:19
Learn how to use the Analysis Mode in Blueworks Live to add layers of insight to your process maps and diagrams.
Granularity and String of Pearls8:03
One of the hardest parts of process modeling, regardless of tool, is making sure your activity granularity is consistent. In this lecture, learn how Blueworks Live assists users in tackling this challenge and what anti-patterns you might want to avoid.
Risk and Value Analysis4:49
Often the investment of enterprise process documentation is all about identifying risks and eliminating waste. In this lecture, learn about the Risk and Value Add features in Blueworks Live and how you can put them to use to accomplish key process improvement goals.

Snapshots5:00
Learn how to take advantage of the Snapshot versioning feature in Blueworks Live... which is particularly important if you need to remember what your process used to look like after a crazy process documentation session.
Publishing7:14
Learn how to use the Publish feature of Blueworks Live to make sure the right version of your process documentation is out there for the right people to see.
Copying and Archiving7:05
At some point, you might need to clean up or replicate parts of your Blueworks Live environment, so this lecture goes over how to do just that.
Exporting9:40
Learn how to export processes and information out of Blueworks Live.
Comments9:55
Blueworks Live is at its best when your user base is working in the tool together. Learn how to take advantage collaboration features related to comments and comment streams.
Organizing Current State, Next State, and Future State7:46
It's common to have multiple versions of a process capturing past, present, and future states (whether real or theoretical). This lecture goes over options for organizing those different versions to suit your specific needs.
Identifying Sharing Channels7:47
Organizing for Your Enterpise10:02
Creating a Maintenance Plan5:16
Learn how to tackle that age-hold issue of "process documentation staleness."

User Groups and Provisioning6:04
The lecture goes over the different ways to setup users and groups in Blueworks Live securely.
Notifications, Comment Stream, and Profiles5:52
To drive engagement but also avoid driving users crazy with emails, you need to learn your notification options and how best to help users configure their profile.
Automate Processes9:11
The Automate Processes feature isn't commonly used at most Blueworks Live customers, but it's good to know what it does and what it doesn't do.
REST API3:24
This lecture is an overview of the REST API settings in Blueworks Live. Note: It does not cover the REST API with an example integration.
Advanced Account Settings6:09
Learn about how to configure advanced settings in Blueworks Live.

Requirements

No prior Blueworks Live experience is necessary

Description

*Updated 2024* - Blueworks Live has had very few changes to its feature set since 2022 (that's a good thing!), so I added a simple video to showcase what's been updated and walk through recent release notes.

This course is a deep dive into IBM's Blueworks Live process modeling and discovery tool. The instructor, Matthew Oatts from Epic Process Consulting, builds out real-time examples covering almost all the features of Blueworks Live. The dialogue includes insight from almost 10 years of this former IBMer's experience using Blueworks Live at clients around the globe.

This "show me, don't just talk about it" approach means the course is suitable for beginners needing step-by-step walkthroughs of features as well as experts who want to learn best practices or avoid anti-patterns. Since there is always more than one approach to document a process, students of this course leave knowing they have options for whatever complexity process landscape they face. The content also includes recommendations for those users who need to leave equipped with the skills and insight to evangelize Process Discovery with Blueworks Live throughout their company.

Lectures are organized into 5 sections:

Process Modeling - where you'll learn the basics of capturing process information
Adding Context - where you'll learn where to add details to make your process rich with information
Gathering Insight - where you'll learn how to turn your detailed processes into action and collaborate for rapid process improvement outcomes
Sharing Outcomes - where you'll learn all the options available to version, publish, and radiate insight throughout your company
Advanced Features and Configuration - where you'll learn about advanced features and how to configure your environment to suit your company's needs

Each section includes the demonstration by the instructor, with most lectures recapping the content with advice on how to scale out the usage of a feature in a well-governed but flexible pattern.

Who this course is for:

Any business or IT professional looking to master Blueworks Live
Any business or IT professional looking to get started with Blueworks Live

Mastering IBM Blueworks Live

What you'll learn

Explore related topics

Course content

Process Modeling in Blueworks Live8 lectures • 1hr 15min

Adding Context in Blueworks Live8 lectures • 1hr 15min

Gathering Insight in Blueworks Live6 lectures • 34min

Sharing Outcomes in Blueworks Live9 lectures • 1hr 10min

Configuring Settings and Advanced Feature Overview in Blueworks Live5 lectures • 31min

Requirements

Description

Who this course is for: