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© Kristen Seer, Business Rule Solutions, LLC The Journey from Finding to Implementing a Rule Management Tool Kristen Seer Business Rule Solutions, LLC [email protected] @KristenSeer IIBA – Vancouver April 21, 2016

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Page 1: IIBA Vancouver | - The Journey from Finding to Implementing a … · 2016. 4. 25. · DMS - Decisions First Modeler Sparkling Logic - SMARTS RuleArts - RuleXpress Qualiware - Enterprise

© Kristen Seer, Business Rule Solutions, LLC

The Journey from Finding

to Implementing

a Rule Management Tool

Kristen SeerBusiness Rule Solutions, LLC

[email protected]@KristenSeer

IIBA – VancouverApril 21, 2016

Page 2: IIBA Vancouver | - The Journey from Finding to Implementing a … · 2016. 4. 25. · DMS - Decisions First Modeler Sparkling Logic - SMARTS RuleArts - RuleXpress Qualiware - Enterprise

© Kristen Seer, Business Rule Solutions, LLC

Agenda

Deciding Where You Want to Go

Planning Your Route

Course Corrections

Do You Ever Really Arrive?

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© Kristen Seer, Business Rule Solutions, LLC

Deciding Where

You Want To Go

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Page 4: IIBA Vancouver | - The Journey from Finding to Implementing a … · 2016. 4. 25. · DMS - Decisions First Modeler Sparkling Logic - SMARTS RuleArts - RuleXpress Qualiware - Enterprise

© Kristen Seer, Business Rule Solutions, LLC

What Are Your Objectives?

Better Requirements?

Consistent Application of Rules?

Better Comprehension?

Transparency?

Enterprise-wide BRM?

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© Kristen Seer, Business Rule Solutions, LLC

What Is Your Environment?

Organizational Readiness

Maturity Level

Appetite for Change

Sponsorship

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© Kristen Seer, Business Rule Solutions, LLC

How Will You Show Value?

$$ Saved

Customer Satisfaction

Agility

Transparency

Speed to Market

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© Kristen Seer, Business Rule Solutions, LLC

Planning Your Route

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© Kristen Seer, Business Rule Solutions, LLC 8

Business Architecture

MethodologyTools

Business Governance

Aspects of BRM

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© Kristen Seer, Business Rule Solutions, LLC 9

Business Strategy(Why)

Structured Business

Vocabulary (What)

Business Processes

(How)

Business Connectivity

(Where)

Stakeholders (Who)

Business Milestones

(When)

Business Rules and Decisions

An Architectural Approach

Page 10: IIBA Vancouver | - The Journey from Finding to Implementing a … · 2016. 4. 25. · DMS - Decisions First Modeler Sparkling Logic - SMARTS RuleArts - RuleXpress Qualiware - Enterprise

© Kristen Seer, Business Rule Solutions, LLC

What to Capture

Components

Relationships

Properties

Traceability

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Page 11: IIBA Vancouver | - The Journey from Finding to Implementing a … · 2016. 4. 25. · DMS - Decisions First Modeler Sparkling Logic - SMARTS RuleArts - RuleXpress Qualiware - Enterprise

© Kristen Seer, Business Rule Solutions, LLC

Methodology

Deliverables

Techniques

Skills

Center of Excellence

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Page 12: IIBA Vancouver | - The Journey from Finding to Implementing a … · 2016. 4. 25. · DMS - Decisions First Modeler Sparkling Logic - SMARTS RuleArts - RuleXpress Qualiware - Enterprise

© Kristen Seer, Business Rule Solutions, LLC

Business Governance

a process, organizational function,

set of techniques, and systematic approach

for creating and deploying

policies and business rules

into day-to-day business activity

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Building Business Solutions (2nd Edition) by Ronald G. Ross with Gladys S.W. Lam (2015)

Page 13: IIBA Vancouver | - The Journey from Finding to Implementing a … · 2016. 4. 25. · DMS - Decisions First Modeler Sparkling Logic - SMARTS RuleArts - RuleXpress Qualiware - Enterprise

© Kristen Seer, Business Rule Solutions, LLC

Business Governance

Stewardship

Structure

Process

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Page 14: IIBA Vancouver | - The Journey from Finding to Implementing a … · 2016. 4. 25. · DMS - Decisions First Modeler Sparkling Logic - SMARTS RuleArts - RuleXpress Qualiware - Enterprise

© Kristen Seer, Business Rule Solutions, LLC

Tools

Rule Management Tools

Rule Execution Tools

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© Kristen Seer, Business Rule Solutions, LLC

What Does a Rule Management Tool Do?

Capable of managing all of an organization’s business rules

Manages business rules independentlyfrom any implementation

Manages business rules through their entire lifecycle

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© Kristen Seer, Business Rule Solutions, LLC

Who Is the Target Audience?

Business People

Business Analysts

Business Architects

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© Kristen Seer, Business Rule Solutions, LLC

Benefits

Single Source of Truth

Consistency

Reuse

Quality

Productivity

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© Kristen Seer, Business Rule Solutions, LLC

DMS - Decisions First ModelerSparkling Logic - SMARTS RuleArts - RuleXpress

Qualiware - Enterprise ArchitectureSparx - Enterprise Architect

Examples of Tools that can be used to Manage Business Rules

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© Kristen Seer, Business Rule Solutions, LLC

Support of Basic Features

Scalability

Single-Sourcing

Creating Content

Identifying Redundancies

Versioning

Flexibility in Reporting

Concurrency

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Thanks to Ron Ross & Gladys Lam for permission to use this list

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© Kristen Seer, Business Rule Solutions, LLC

Support of Advanced Features

Feature Business Architecture

Requirements Management

Decision Modeling

General RuleBook

System

Business Process

Modeling

Vocabulary Support

Traceability

Validation & Verification

Quality Assurance

Impact Assessment

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Thanks to Ron Ross & Gladys Lam for permission to use this list

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© Kristen Seer, Business Rule Solutions, LLC

Course Corrections

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© Kristen Seer, Business Rule Solutions, LLC

Do’s

Start small and grow

Show value at every step

Be an evangelist

Pick your battles

Be patient

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© Kristen Seer, Business Rule Solutions, LLC

Don’ts

Assume everyone knows about business rules

Add unnecessary controls

Make the process too complicated

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© Kristen Seer, Business Rule Solutions, LLC

Do You Ever Really Arrive?

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© Kristen Seer, Business Rule Solutions, LLC

Conclusion

• Understand what you want to achieve with BRM

• Show value at every step

• Equip Business Analysts with the right skills and tools

• Address all 4 aspects of BRM

• It’s an evolution, not a revolution

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© Kristen Seer, Business Rule Solutions, LLC

Resources

• www.brcommunity.com

• Building Business Capability Conference Oct. 31-Nov. 4, Las Vegas

• BRS Online Training June 7-9Working with Business Rules: Capture, Specification, Analysis & Management

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