The Journey from Finding to Implementing a Rule Management Tool

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1 The Journey from Finding to Implementing a Rule Management Tool Kristen Seer Business Rule Solutions, LLC IIBA Vancouver April 21, 2016

2 Agenda Deciding Where You Want to Go Planning Your Route Course Corrections Do You Ever Really Arrive? 2

3 Deciding Where You Want To Go 3

4 What Are Your Objectives? Better Requirements? Consistent Application of Rules? Better Comprehension? Transparency? Enterprise-wide BRM? 4

5 What Is Your Environment? Organizational Readiness Maturity Level Appetite for Change Sponsorship 5

6 How Will You Show Value? $$ Saved Customer Satisfaction Agility Transparency Speed to Market 6

7 Planning Your Route 7

8 Aspects of BRM Business Governance Business Architecture Tools Methodology 8

9 An Architectural Approach Business Strategy (Why) Structured Business Vocabulary (What) Business Processes (How) Business Connectivity (Where) Stakeholders (Who) Business Milestones (When) Business Rules and Decisions 9

10 What to Capture Components Relationships Properties Traceability 10

11 Methodology Deliverables Techniques Skills Center of Excellence 11

12 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 Building Business Solutions (2 nd Edition) by Ronald G. Ross with Gladys S.W. Lam (2015) 12

13 Business Governance Stewardship Structure Process 13

14 Tools Rule Management Tools Rule Execution Tools 14

15 15

16 What Does a Rule Management Tool Do? Capable of managing all of an organization s business rules Manages business rules independently from any implementation Manages business rules through their entire lifecycle 16

17 Who Is the Target Audience? Business People Business Analysts Business Architects 17

18 Benefits Single Source of Truth Consistency Reuse Quality Productivity 18

19 Examples of Tools that can be used to Manage Business Rules Qualiware - Enterprise Architecture Sparx - Enterprise Architect DMS - Decisions First Modeler Sparkling Logic - SMARTS RuleArts - RuleXpress

20 Support of Basic Features Scalability Single-Sourcing Creating Content Identifying Redundancies Versioning Flexibility in Reporting Concurrency Thanks to Ron Ross & Gladys Lam for permission to use this list 20

21 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 Thanks to Ron Ross & Gladys Lam for permission to use this list 21

22 Course Corrections 22

23 Do s Start small and grow Show value at every step Be an evangelist Pick your battles Be patient 23

24 Don ts Assume everyone knows about business rules Add unnecessary controls Make the process too complicated 24

25 Do You Ever Really Arrive? 25

26 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 26

27 Resources Building Business Capability Conference Oct. 31-Nov. 4, Las Vegas BRS Online Training June 7-9 Working with Business Rules: Capture, Specification, Analysis & Management 27

28 28

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