Welcome to BowTiePro Cloud Edition — a web-based risk management platform designed to help organizations visualize, analyze, and manage operational risks using the BowTie methodology.
BowTiePro provides an intuitive way to:
- Visualize hazards and risks
- Manage threats and consequences
- Track preventive and recovery controls
- Perform Layers of Protection Analysis (LOPA)
- Record incidents and deficiencies
- Monitor action tracking workflows
- Improve organizational risk communication
The platform combines visual risk assessment with operational workflows, making it easier for teams to understand and manage complex risks across the organization.
What is the BowTie Methodology?
The BowTie methodology is a visual risk assessment approach that displays:
- Hazards in the center
- Threats on the left side
- Consequences on the right side
- Preventive controls before the top event
- Recovery or mitigation controls after the top event
This structure helps organizations clearly understand how risks are controlled and where weaknesses may exist.
Key Features of BowTiePro Cloud Edition
BowTiePro Cloud Edition includes a wide range of risk management capabilities, including:
| Feature | Description |
| BowTie Diagrams | Visualize threats, consequences, and controls in an easy-to-understand format. |
| Hazard Management | Organize hazards by cases and operational locations. |
| Risk Registers | Generate centralized risk and hazard registers. |
| LOPA Analysis | Perform Layers of Protection Analysis for additional risk evaluation. |
| Incident Management | Record and investigate incidents directly within the platform. |
| Deficiency Management | Track deficiencies, actions, and corrective measures. |
| Reporting & Dashboards | Generate reports and visualize operational risk metrics. |
| Administration Controls | Configure system settings, classifications, and workflows. |
BowTiePro Cloud Edition allows multiple users to collaborate through a centralized cloud database, improving visibility and consistency across the organization.
Benefits of Using BowTiePro Cloud Edition
Organizations use BowTiePro to:
- Improve operational risk visibility
- Standardize risk assessment processes
- Support safety management systems (SMS)
- Enhance communication between teams
- Monitor control effectiveness
- Track incidents and corrective actions
- Improve regulatory and audit readiness
The cloud-based approach also enables easier collaboration and centralized access to risk information across departments and locations.
Who Uses BowTiePro?
BowTiePro is used by:
- Industrial organizations
- Energy companies
- Manufacturing businesses
- Logistics and transportation operators
- Healthcare organizations
- Government agencies
- Universities and training institutions
The platform is designed for both technical specialists and non-specialist users through its visual and easy-to-understand risk modeling approach.
What You Will Learn in This Knowledge Base
This knowledge base will help you learn how to:
- Navigate BowTiePro
- Create and manage hazards
- Build BowTie diagrams
- Perform LOPA analysis
- Track deficiencies and actions
- Manage incidents
- Configure administration settings
- Generate reports and dashboards
BowTiePro Cloud Edition provides organizations with a powerful and visual approach to operational risk management. By combining BowTie analysis, incident management, action tracking, and reporting capabilities into a centralized platform, organizations can improve risk communication, strengthen operational controls, and support continuous safety improvement.
The BowTiePro dashboard provides a centralized overview of operational risks, hazards, controls, incidents, and corrective actions across the organization.
The dashboard is designed to help users quickly monitor:
- Risk exposure
- Hazard distribution
- Incident activity
- Action tracking progress
- Control effectiveness
- Operational trends
The visual layout helps both operational teams and management gain quick insight into organizational safety and risk performance.
Accessing the Dashboard
After logging into BowTiePro Cloud Edition, users can access the dashboard from the main navigation menu.
The dashboard opens automatically for many users depending on system configuration and permissions.
Understanding the Dashboard Layout
The dashboard is organized into multiple sections containing charts, graphs, and operational summaries.
These sections may include:
- Hazard summaries
- Risk distribution charts
- Incident statistics
- Control categories
- Action tracking summaries
- Operational metrics
Monitoring Hazards and Risk Distribution
The dashboard provides visual summaries of hazards across:
- Locations
- Categories
- Operational areas
Organizations can use this information to:
- Identify concentration of risks
- Monitor operational exposure
- Prioritize mitigation activities
Charts and summaries help simplify large volumes of operational data into easy-to-understand visuals.
Reviewing Controls and Safeguards
BowTiePro dashboards also provide visibility into controls and barriers used to manage operational risks.
Users may review:
- Control categories
- Control effectiveness
- Distribution of safeguards
- Critical controls
This helps organizations evaluate how risks are being managed across different operational environments.
Monitoring Incidents and Deficiencies
Incident-related information may also appear within dashboard summaries.
Users can monitor:
- Open incidents
- Incident trends
- Deficiencies
- Outstanding investigations
- Corrective action progress
This improves visibility into operational issues requiring attention.
Reviewing Action Tracking Metrics
The dashboard helps teams monitor action management activities, including:
- Open actions
- Overdue actions
- Completed actions
- Workflow progress
This allows organizations to improve accountability and follow-up management.
Using Dashboard Analytics
The dashboard analytics help management:
- Identify recurring operational issues
- Monitor organizational performance
- Support operational reviews
- Improve risk-based decision-making
- Track safety performance indicators
The visual format simplifies communication between operational teams and leadership.
Benefits of the Dashboard
Using the BowTiePro dashboard helps organizations:
- Improve operational visibility
- Centralize risk information
- Monitor safety performance
- Improve oversight of incidents and actions
- Support continuous improvement
- Improve communication across teams
The dashboard provides a high-level operational overview while still supporting detailed analysis workflows.
The BowTiePro dashboard provides organizations with a centralized and visual overview of operational risks, incidents, actions, and safety performance metrics.
By combining analytics, workflow visibility, and operational summaries into a single interface, the dashboard helps organizations improve oversight, decision-making, and continuous risk management processes.
BowTiePro organizes operational risk information using a structured hierarchy built around:
- Cases
- Locations
- Hazards
This structure helps organizations manage large amounts of risk information in a centralized and organized manner.
Understanding how these components work together is important for creating effective BowTie diagrams, LOPA assessments, incident records, and action tracking workflows.
What is a Case?
A Case is a high-level container used to organize operational risk information within BowTiePro.
Cases may represent:
- A project
- A facility
- A business unit
- An operational site
- A department
- A client environment
Each case contains its own:
- Hazards
- Locations
- BowTie diagrams
- Incidents
- Actions
- Risk assessments
Cases help organizations separate and manage risk information across different operational areas.
What are Locations?
Locations are subdivisions within a case that help organize hazards and operational activities geographically or functionally.
Examples of locations may include:
- Production areas
- Plants
- Warehouses
- Offshore platforms
- Departments
- Operational zones
Locations help organizations:
- Group related hazards
- Improve reporting visibility
- Filter operational data
- Analyze location-specific risks
Understanding Hazards
A Hazard represents a source of potential harm, operational loss, or unwanted events.
Hazards are the central element of BowTie analysis and are linked to:
- Threats
- Consequences
- Preventive controls
- Recovery controls
- Incidents
- Actions
Examples of hazards may include:
- Chemical exposure
- Equipment failure
- Fire hazards
- Environmental release
- Operational process failure
Hazards help organizations identify and manage operational risk systematically.
Relationship Between Cases, Locations, and Hazards
BowTiePro organizes these elements in a hierarchical structure.
Example structure:
| Level | Description |
| Case | High-level operational or organizational grouping |
| Location | Specific operational area within the case |
| Hazard | Source of operational or safety risk |
This structure helps organizations maintain clear separation and organization of operational risk data.
Using Hazards Within BowTie Analysis
Hazards serve as the foundation for BowTie diagrams and LOPA assessments.
Each hazard can include:
- Threats
- Consequences
- Escalation factors
- Preventive barriers
- Recovery barriers
- Linked incidents
- Corrective actions
This allows organizations to build complete operational risk models around each identified hazard.
Benefits of Structured Organization
Using cases, locations, and hazards helps organizations:
- Improve operational visibility
- Standardize risk assessments
- Improve reporting and analytics
- Separate risks by operational area
- Simplify incident tracking
- Improve management oversight
This structure becomes especially valuable in large organizations managing multiple operational environments.
Filtering and Reporting
Cases and locations can also be used for:
- Dashboard filtering
- Incident reporting
- Action tracking
- Risk analytics
- Operational reviews
This allows management teams to review risk information by:
- Site
- Region
- Operational unit
- Department
Best Practices
When organizing cases, locations, and hazards:
- Use clear naming conventions
- Avoid duplicate hazards
- Keep locations organized logically
- Maintain consistent classifications
- Review hazard structures regularly
- Align cases with operational workflows
Proper organization improves long-term reporting, scalability, and operational visibility.
Cases, locations, and hazards form the foundation of operational risk organization within BowTiePro.
By structuring risk information in a consistent and centralized manner, organizations can improve visibility, simplify risk analysis, strengthen reporting, and support more effective operational safety management.
This quick start guide introduces the basic workflow for getting started with BowTiePro Cloud Edition.
By following these steps, new users can quickly learn how to:
- Navigate the platform
- Understand cases and hazards
- Create BowTie diagrams
- Perform risk assessments
- Track incidents and actions
- Monitor operational risks
Step 1 — Log In to BowTiePro
Open the BowTiePro Cloud Edition login page and sign in using your assigned credentials.
After logging in, users are typically redirected to the:
- Dashboard
- Management Overview
- Last accessed module
depending on permissions and system configuration.
Step 2 — Review the Dashboard
The dashboard provides a centralized overview of:
- Hazards
- Incidents
- Controls
- Actions
- Operational metrics
- Risk analytics
Reviewing the dashboard helps users understand current operational risk status and outstanding activities.

Step 3 — Understand Cases and Locations
BowTiePro organizes operational data using:
- Cases
- Locations
- Hazards
Cases help separate operational environments, while locations organize hazards within each case.
Before creating risk assessments, users should understand how their organization structures operational data.
Step 4 — Create or Review Hazards
Hazards form the foundation of BowTie analysis.
Users can:
- Create hazards
- Review existing hazards
- Link threats and consequences
- Configure controls and safeguards
Hazards are later used for:
- BowTie diagrams
- LOPA assessments
- Incident management
- Corrective actions

Step 5 — Build BowTie Diagrams
BowTie diagrams visually represent:
- Threats
- Consequences
- Preventive controls
- Recovery controls
- Escalation factors
These diagrams help teams understand how operational risks are controlled.
Users can:
- Add threats and consequences
- Configure barriers
- Customize diagrams
- Export visual reports

Step 6 — Perform LOPA Assessments
The LOPA module helps organizations evaluate:
- Threat frequency
- Control effectiveness
- PFD values
- Acceptance criteria
- Residual risk
LOPA assessments support deeper operational risk analysis and help evaluate safeguard effectiveness.
Step 7 — Track Actions and Deficiencies
BowTiePro allows users to create and monitor corrective actions.
Users can:
- Assign actions
- Set priorities
- Define due dates
- Monitor workflow progress
- Track deficiencies
This helps organizations improve accountability and operational follow-up.

Step 8 — Monitor Incidents
The incident management module helps organizations:
- Record incidents
- Track investigations
- Link incidents to hazards
- Monitor corrective activities
This supports operational learning and continuous improvement.

Step 9 — Use Dashboards and Reports
Dashboards and analytics provide visibility into:
- Risk distribution
- Hazard trends
- Incident activity
- Action tracking
- Operational performance
Management teams can use this information to improve oversight and decision-making.
Best Practices for New Users
When getting started with BowTiePro:
- Start with a small number of hazards
- Use consistent naming conventions
- Keep action statuses updated
- Review dashboards regularly
- Link incidents to the correct hazards
- Maintain accurate risk information
Taking a structured approach helps users become familiar with the platform more efficiently.
BowTiePro Cloud Edition combines BowTie analysis, LOPA assessments, incident management, action tracking, and dashboards into a centralized operational risk management platform.
By understanding the basic workflow and navigation structure, new users can quickly begin managing hazards, tracking risks, and improving operational safety processes.