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In March, Michael zur Muehlen of Stevens Institute of Technology and Jan Recker of Queensland University published an article based on their analysis of BPMN diagrams collected in the wild, as...

Experts Wanted

Presented by Larry Goldberg, Managing Partner, Knowledge Partners International

Course Description:

Dates & Locations

Face to Face

DC: June 27

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Hyatt Reston VA

San Francisco: Oct 2

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Grand Hyatt

New York City: Nov 7

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The Roosevelt Hotel

Check back for 2009 training dates.

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This intensive course is a one-day introduction to the composite methods of Business Process Management with a Business Rules approach. Aimed at project managers and key project people, this tutorial is the clearest way to develop a business process management project that aims to use business rules. It is the only BPM/BR course supported by a reference book and based on the industry standards. In this workshop you will learn the critical practices and approaches for achieving agility across all business from the perspective of BPM and the Business Rules Approach. This includes business tactics, changing requirements, enterprise architecture, software, and methodologies. You will be presented with the BPM/BR approach to the planning, management, and operational actions that are required to achieve business agility. Beginning with a basic understanding of the business processes, business rules and their related models, the material will cover the role of process, and business rules in developing agile business architectures.

Described are the 17 basic types of agility, including initiatives and practices that improve marketing and sales, business delivery and personnel. The material describes how BPM and Business Rules support consistent management metrics. The BPM and Business Rules is a critical portion of the Service Oriented Architecture (SOA) strategy. Within this framework, the class will cover the role of the SOA in business tactics and operations from the perspective of process, and business rules.

Next, the course will cover the implementation basics of BPM and Business Rules Approach, their interrelationships and unique characteristics. The course will develop a simple approach to assigning requirements to the correct architectural component.  The class will examine a written business case and transform and align its requirement into rulesets and process outlines. Workshops lead the attendee through the details of BPM/BR project, rules implementation requirements, and linking BRs to process or use case deliverables. With a clear definition of the process the instructor will cover business process modeling notation and teach how to refine, simplify the process and discover more process decisions for future rulesets. BPMN provides many choices for describing processes; however, adding business and rules simplifies and reduces the technical complexity.. The course material will concrete examples that show how BPM with business rules offers a powerful style of process design.

Having covered the different approaches to process design, the instructor will detail approaches to process integration that create the most flexibility in rules changes. The course will cover improved ways to set up rules and process flexibility at the point where these services connect.

The course will cover this use of BPM and rules to improve the consistency and operation of IT operations. This subject is known as process convergence. BPM and Business Rules offer a powerful way to improve operational productivity by merging conventional processes through the control and flexibility of BPM and rules. With the earlier foundations of the course material, students will be provided with the tools to Standardize IT processes. Process control and scheduling will be covered. The course will cover standards for control, error handling and process scheduling.

The course will finish with coverage of the influence of BPM and Business Rules on Business Agility. Process and business rules influence agility in several ways. The instructor will define how process values and Business Rules parameters affect agility data. Material on the business area monitoring will be covered. If agility is a goal, then it should be measurable. Course material will cover cause and effect relationships and their measurement in the agile enterprise.

Course Outline:

• Background
• Business Strategies: motivation for flexibility and agility
• Basic Concepts: Business Process Management and Business Rules Approach
• Aligning requirement with techniques: Semantic Approaches
• Activities, Events, Validation and Transformations
• Case Study: Transforming a Business Case into BPM/Business Rules
• BPM/Business Rules Architecture, Technologies, and Standards
• Business Process Modeling Notation
• Collaborative Process Definitions
• Process Modeling with BPMN
• Using Workflow Patterns to Decide Process Designs
• Work Flow Modeling
• Data Management for Process Control
• Service Orchestration
• People Workflow
• BPM/Business Rules impacts on Business Intelligence and Business Area Monitoring
• Cause-and-effect relationships and the measurement of agility

You will learn:

• Learn to discriminate between process and rules requirements
• Map written business cases into process areas and rulesets
• Understand variations in strategies between rules-centric and process centric approaches
• Develop business intelligence from process description and rulesets
• Define rules interfaces in the SOA that are truly flexible
• Re-engineer existing system and data process for increased IT productivity
• Understanding agility metrics

Instructor Biography:

Larry Goldberg has over thirty years of experience in building technology based companies, focused on rule-based technologies and applications. Prior to joining KPI as Managing Partner, he was Senior Vice President of Sapiens Americas, Inc., which he joined when he sold his company, PowerFlex Software Systems, Inc to Sapiens. Larry is co-author of “The Business Rules Revolution” (Happy About, 2006) and co-developer of The KPI DecisionModel™. Larry is the Editorial Director of the “BDM Bulletin” and a Co-chair of the BrainStorm BDM Symposium. 

Target Audience/Who Should Attend:

Business and technical professionals with some exposure to BPM and Business Rules

Unique Value of Course:

• Develop a clear understanding of BPM, Rules and the relationship to Business Intelligence and Business Area Monitoring
• Expand your understanding of the role of Business Rules in Workflow
• Develop a management level, or top-down understanding of the role of the service oriented architecture
• Extend your process modeling capabilities with a BPM/Business Rules approach
• Extend these methods into IT processes for dramatic productivity improvements
• Develop and measure agility

Membership Level		Super Early Bird	Early Bird	Late/ Onsite
Professional Members		$505	$595	$675
Regular Rate		$595	$695	$795
Dates & Locations		Deadline to Receive Rates Above
DC	6/24-27, Hyatt Reston VA	4/25	4/26-5/30	5/31-onsite
San Francisco	9/29 - 10/2, Grand Hyatt	8/1	8/2-9/5	9/6-onsite
New York City	11/4-7, The Roosevelt Hotel	9/5	9/6-10/10	10/11-onsite