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BMC Helix Knowledge Management from BMC Software

Cognitive search, AI-powered knowledge authoring and curation, KCS v6 certified, analytics and dashboards, omnichannel access, integrations with insurance service platforms, enables agent and customer self-service.

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Product analysis by function

Knowledge Management Systems for Customer Service

Repositories of information, procedures, and policies that help customer service representatives quickly access accurate information to resolve policyholder inquiries.
More Knowledge Management Systems More Customer Service ...

Content Management
(8 Yes /8 Known /13 Possible features)

Integration & Connectivity
(8 Yes /8 Known /10 Possible features)

User Management & Access Control
(1 Yes /1 Known /9 Possible features)

Search & Retrieval
(5 Yes /5 Known /10 Possible features)

Automation & Workflows
(3 Yes /3 Known /8 Possible features)

Compliance & Security
(4 Yes /4 Known /8 Possible features)

Reporting & Analytics
(2 Yes /2 Known /8 Possible features)

User Experience & Interface
(1 Yes /1 Known /8 Possible features)

Collaboration & Communication
(0 Yes /0 Known /6 Possible features)

Scalability & Performance
(0 Yes /0 Known /8 Possible features)

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Document Version Control Tracks revisions and previous versions of documents and articles.		KCS v6 certification requires maintaining and viewing prior versions; BMC marketing material mentions controlled article lifecycle, implying version control.
Content Tagging Allows classification and easy retrieval of information via tags or keywords.		Product highlights ‘AI-powered tagging and curation’, confirming content tagging.
Content Search Functionality Enables robust and fast search across all knowledge assets.		Described as offering ‘cognitive search’ across all knowledge, i.e., robust search functionality.
Multimedia Support Ability to store and manage files in various formats (text, images, videos, etc.).		No information available
Bulk Import/Export Supports uploading/downloading large volumes of content at once.		Marketing states bulk onboarding of legacy knowledge bases, indicating bulk import/export.
Content Approval Workflow Requires submitted content to go through review and approval before publication.		KCS workflow in Helix requires articles to be reviewed/approved before publication.
Automated Content Archiving Older or outdated content can be automatically archived based on rules.		No information available
Article Feedback Allows users to rate or comment on articles for relevance and accuracy.		Screenshots display thumbs-up/-down and comment options—article feedback present.
Personalized Recommendations System suggests relevant content based on the user's role or recent queries.		No information available
Localization/Translation Supports multiple languages for multinational customer service teams.		No information available
Content Usage Analytics Tracks which articles are used most frequently, by whom, and in which contexts.		‘Analytics on article usage’ explicitly called out; equals content-usage analytics.
Content Expiry Notifications Notifies administrators or content owners prior to article expiration.		No information available
Content Templates Provides reusable templates for standard content types.		Product shows reusable article templates compliant with KCS, satisfying content templates.

CRM Integration Connections with Salesforce, Microsoft Dynamics, or insurance-specific CRM platforms.		Lists Salesforce and Microsoft Dynamics connectors—CRM integration supported.
Ticketing System Integration Ability to link with help desk or case management systems.		BMC Helix ITSM/Remedy ticketing natively integrated; satisfies ticketing system integration.
APIs Available Provides APIs for third-party integrations.		Developer documentation advertises REST and GraphQL APIs.
Contextual Pop-Ups/Overlays Enables context-sensitive suggestions within external platforms.		No information available
Telephony Integration Supports CTI or screen pops for call center use.		Omnichannel wording includes CTI and voice channels -> telephony integration.
Single Sign-On (SSO) Supports integration with corporate SSO systems.		Enterprise-grade platform advertises SAML/OIDC SSO support.
Data Import/Export Options Supports data movement to and from other enterprise systems.		Export to CSV/JSON and bulk import tools cited—data import/export options available.
Webhooks Allows system events (like article updates) to trigger external workflows.		No information available
Chatbot Integration Compatible with chatbot solutions for automated support.		Marketing shows virtual-agent chatbot answers powered by Helix KM.
Mobile Application Integration Knowledge base access within mobile agent or customer service apps.		BMC Helix mobile app gives agents access to knowledge; mobile application integration confirmed.

Role-Based Access Control Allows administrators to set user permissions based on job roles.		Role-based profiles described in admin guide; satisfies RBAC.
Multi-Tenancy Support Supports segmented access and data for different business units or affiliates.		No information available
User Activity Tracking Monitors user activity within the knowledge base (logins, edits, searches, etc.).		No information available
Audit Trails Comprehensive logs for compliance and monitoring.		No information available
Granular Access Restrictions Restricts access to specific articles or content collections as needed.		No information available
Bulk User Management Onboarding, offboarding, or modification of user roles in bulk.		No information available
Delegated Administration Allows local managers to manage users within their scope.		No information available
Self-Service User Profile Management Users can update their own profiles, roles, and preferences.		No information available
Temporary Access Permissions Short-term permissions for audits or projects.		No information available

Full-Text Search Searches all content, not just titles or tags.		Full-text search is baseline for ‘cognitive search’ capability.
Natural Language Processing (NLP) Understands user queries in plain language.		AI/NLP specifically mentioned for intent detection and natural-language queries.
Faceted Search Allows users to filter results using multiple criteria.		Search UI shows filter facets (product, issue type, etc.).
Search Result Ranking Sorts search results by relevance or usage statistics.		Results are ranked by relevance and article popularity—search result ranking.
Auto-Complete Suggestions Suggests terms or articles as the user types.		Autocomplete suggestions visible in product demos.
Synonym Recognition Understands synonyms or alternate terminology.		No information available
Recent and Frequent Searches Enables quick access to recent and frequently searched terms.		No information available
Saved Searches Allows users to save complex searches for later reuse.		No information available
Search Speed Average response time for executing user searches.		No information available
Result Pagination Limit Maximum number of items displayed per page of search results.		No information available

Automated Content Assignment Directs articles to the relevant subject matter expert or team for review.		AI engine auto-routes new articles to subject-matter experts—automated content assignment.
Approval Workflows Multi-step process for publishing or updating content.		Multi-step publish/update approvals configurable within Helix workflows.
Content Review Reminders Automated notifications for scheduled article reviews.		The ‘review cadence’ feature sends reminders for scheduled article review.
Escalation Rules Automatically escalates complex queries to specialized staff.		No information available
Automated Policy Updates Pushes policy/procedure changes to relevant users immediately.		No information available
Task Automation Automates repetitive knowledge management tasks using scripts or RPA.		No information available
Workflow Customization Users can build custom workflows tailored to their business processes.		No information available
Trigger-Based Notifications Sends notifications based on predefined triggers (article changes, comments, etc.).		No information available

Data Encryption at Rest Stored content is encrypted to prevent data breaches.		Helix SaaS security datasheet states AES-256 encryption at rest.
Data Encryption in Transit Content is encrypted as it moves over networks.		TLS 1.2+ enforced for data in transit, per security docs.
Regulatory Compliance Certifications Compliance with relevant standards (GDPR, HIPAA, SOC 2, etc.).		BMC Helix SaaS holds SOC 2 Type II, ISO 27001, and GDPR compliance declarations.
Custom Data Retention Policies Configurable policies for how long different content is retained.		No information available
Access Logging Logs of all access to sensitive or restricted articles.		No information available
Multi-Factor Authentication (MFA) Requires more than one form of identification for login.		Platform supports MFA options (SMS, authenticator app) as listed in admin guide.
Content Redaction Tools Automatically removes or hides sensitive information in content.		No information available
Legal Hold Support Prevents deletion of content under legal investigation.		No information available

Article Performance Dashboard Visualizes the most useful, viewed, and referenced knowledge items.		Out-of-the-box performance dashboard displayed in brochure.
User Adoption Reports Tracks engagement and usage across the workforce.		Adoption/engagement metrics part of analytics package.
Knowledge Gap Identification Identifies areas with insufficient or missing content.		No information available
Custom Report Builder Creates tailored reports combining different data sources.		No information available
Exportable Reports Dashboards and charts can be exported to PDF, Excel, etc.		No information available
Real-Time Analytics Provides up-to-date insights on system and user activity.		No information available
Time to Resolution Calculates the average time taken to answer customer queries using the knowledge base.		No information available
Search Effectiveness Ratio Percentage of searches that result in successful case resolution.		No information available

Customizable Dashboards Personalized layouts and widgets for different roles.		Dashboards described as configurable per persona—customizable dashboards.
Mobile Responsiveness Optimized layouts and features for smartphones and tablets.		No information available
Accessibility Compliance Meets accessibility standards (WCAG 2.1, ADA) for users with disabilities.		No information available
In-Context Assistance Guided tours and tooltips to explain features in the interface.		No information available
Theme/Brand Customization Supports corporate branding and custom color schemes.		No information available
Bookmarking and Favorites Allows users to save and quickly retrieve key articles.		No information available
Drag-and-Drop Organization Reorganize structure and collections with simple drag-and-drop.		No information available
Performance (UI response time) Average time taken for the interface to respond to input.		No information available

Real-Time Collaboration Multiple users can edit or contribute to articles simultaneously.		No information available
Internal Messaging/Commenting Conversations about articles and proposed changes within the platform.		No information available
Knowledge Suggestion Box Users can submit ideas or corrections for new content.		No information available
Peer Review Function Assignments for peer review before publishing content.		No information available
Task Assignment & Tracking Assign and monitor progress on related knowledge tasks.		No information available
Comment Moderation Moderate and manage feedback and comments before visibility.		No information available

Concurrent User Support Number of users who can use the system at the same time.		No information available
Content Capacity Maximum volume of articles or documents the system can handle.		No information available
Uptime Guarantee Percentage of time the system is operational and available.		No information available
Load Balancing Distributes system traffic to ensure smooth experience under heavy use.		No information available
Geographic Replication Content replication across regions for disaster recovery or speed.		No information available
Automated Scaling Automatically increases/decreases resources to meet demand.		No information available
Backup Frequency Frequency with which system data is backed up.		No information available
Disaster Recovery Time Objective (RTO) Target restoration time after a disruptive event.		No information available

BMC Helix Knowledge Management from BMC Software

Product analysis by function

Knowledge Management Systems for Customer Service

Content Management (8 Yes /8 Known /13 Possible features)

Integration & Connectivity (8 Yes /8 Known /10 Possible features)

User Management & Access Control (1 Yes /1 Known /9 Possible features)

Search & Retrieval (5 Yes /5 Known /10 Possible features)

Automation & Workflows (3 Yes /3 Known /8 Possible features)

Compliance & Security (4 Yes /4 Known /8 Possible features)

Reporting & Analytics (2 Yes /2 Known /8 Possible features)

User Experience & Interface (1 Yes /1 Known /8 Possible features)

Collaboration & Communication (0 Yes /0 Known /6 Possible features)

Scalability & Performance (0 Yes /0 Known /8 Possible features)