• App Security Tab

    • November 15, 2025
    • Ryan Cote

    Overview On the Security Tab, App Admins can define who is able to modify Dashboards privacy settings. This limits the group of users who can make Dashboards ‘Public’, either All Users or App Admins.

  • Category Waterfall Chart

    • Ryan Cote

    Overview The Category Waterfall Chart visualizes positive and negative contributions to the toal value across defined categories, offering clearer insight into segment-level impact and composition. The following chart types are available in the Category Waterfall Chart: Build Up: Displays the increase & decrease in an Attribute or Record Count over…

  • Prompting Examples

    • November 12, 2025
    • Ryan Cote

    The quality of an AI Agent’s output in Shibumi is directly shaped by the quality of its prompt. A well-crafted prompt provides clear context, leverages relevant data through injected expressions, and defines a structured, purposeful output. These elements help the AI understand what it’s analyzing, why it matters, and how…

  • Prompting Methodology

    • Ryan Cote

    The true power of AI Agents in Shibumi isn’t just in what they do — it’s in how they’re guided. Prompts act as the instruction set for the Agent, shaping the quality, consistency, and usefulness of every output. A well-crafted prompt can transform raw solution data into clear narratives, actionable…

  • Concepts of Good Prompting

    • Ryan Cote

    AI Agents are a powerful way to unlock value from your solution — whether by generating insights, summarizing work, or automating routine analysis. But the quality of their output depends heavily on the quality of the prompt they’re given. A strong prompt acts like a well-written instruction: it clearly communicates…

  • Release 239.0

    • November 6, 2025
    • Ryan Cote

    15 November 2025 (Note: Official Release Notes are available as an attachment to this article.) Enhancements: App Administration: App Diferences App Administration: Publish Changed Templates App Administration: Attribute & Template Descriptions Charts: Category Waterfall Charts: Include Timeframe selection in Waterfall Y-Value configuration Dashboards: Guardrails over who can make a Dashboard…

  • Business Case Creation Agent

    • October 30, 2025
    • Ryan Cote

    Turn strategy into action with the Business Case Creation Agent. This AI-powered tool streamlines the creation of robust, validated Business Cases—automatically translating uploaded documents and supporting materials into insights, structured plans, and actionable recommendations. By capturing impacts, activities, risks, resources, and financial metrics in a single workflow, it provides leaders…

  • Milestone Dependency Risk Agent

    • Ryan Cote

    Protect your program’s milestones and the value they deliver with the Milestone Dependency Risk Agent. This AI-powered tool automatically identifies at-risk Activities, highlights the potential impact on benefits, and creates actionable Risk RAID Items—capturing all essential information for immediate visibility and prioritization. By turning complex dependency data into clear, actionable…

  • Workflow Recommendation Agent

    • Ryan Cote

    Make smarter, faster, and more transparent approval decisions with the Workflow Recommendation Agent. Leveraging AI to analyze every dimension of an Initiative – from underlying risks to forecasted impacts – it delivers an instant, evidence-based recommendation with a clear explanation of why. By transforming complex data into meaningful guidance, the…

  • Summarization Agent

    • October 21, 2025
    • Ryan Cote

    Drive clarity and confidence at every level of your transformation. The Summarization Agent turns scattered updates into actionable intelligence—automatically surfacing the insights that matter most. From Initiative milestones to Program-wide trends, it keeps your teams aligned, your leaders informed, and your transformation story always up to date. With the Summarization…

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