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My very first BPMS Watch column, over three years ago, was titled “Without a BPMS, It’s Not Really BPM.” And to a large degree I still believe that, although today I would probably tone it down to...

Experts Wanted

Presented by Larry Goldberg, Managing Partner, Knowledge Partners International  & Barbara von Halle, Founder, Knowledge Partners International

Course Description:

Dates & Locations

Face to Face

San Francisco: Sept 29

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Grand Hyatt

New York City: Nov 4

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The Roosevelt Hotel

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This intensive business rule tutorial is specifically targeted at both non-technical and technical audiences and is excellent for entire project teams.  Attendees may be those involved in purely business-oriented business rule projects or projects targeted for system development. Aimed at project managers and key project people, this tutorial is the fastest and simplest way to get started on a business rules project, following KPI’s acclaimed STEP approach to business rules.  It is the only business rules course supported by a step-by-step reference book and based on the industry standard KPI Rule Maturity Model (RMM). The course introduces the discipline of Business Decision Management where business rules are managed in the context of Business Process Management. Organizations need not purchase any new software (rule repository software or business rule engine software) to produce the deliverables in this course. This course is deliberately integrated with and references the BPMInstitute.org course that focuses on Business Process Management using this approach: “BPM with a Business Decision Management Approach: integrating business rules with business process in a comprehensive approach to Business Requirements.”

This tutorial introduces the attendee to motivations for BDM projects, relationship between BPM/BDM, and the various levels of Business Rule maturity, so as to determine the appropriate approach for a specific project. It starts with what is possible on a first-time business rule project and leads to discussion of some of the most mature business rule and BDM success stories.

The tutorial focuses mostly on selecting a BDM project, determining the BDM benefits and metrics, followed by scoping and planning it. It then proceeds to an overview of the six steps of the KPI STEP approach, with insights into enhanced  techniques and deliverables that have evolved since publication of the book, Business Rules Applied (von Halle, Barbara, 2002: John Wiley & Sons) including the incorporation of BDM to BPMN and Use Cases. Workshops lead the attendee through scoping a BDM project, role descriptions, and linking business rules to process or use case deliverables. Workshop solutions are illustrated using MS/Excel ™ templates, along with a preview of the solutions in a source rule repository (KPI’s STEP Workbench).

Course Outline:

Important Concepts Behind Business Rules

• Business Strategies and Business Decisions
• Motivations for Business Decisions
• The relationship of Business Rules to Business Decisions: The Business Decision Model
• Definition of BDM Approach
• Rule Maturity Model (KPI RMM™)
• KPI STEP Principles and Approach

Scoping, Planning a BDM Project

• How to Start Scoping the Decision and Rules aspect of a Project
• Why Do a Pilot or Proof of Concept
• The BDM Project Plan (at a glance)
• Workshop: Scope

Capturing Business Process and Motivation

• Business Process and Business Rules: the utility of the Business Decision
• Relationship of BPM to BDM
• BPMN and Decisions
• Use Cases and Business Decisions
• Focusing on Business Motivations
• Workshop: Process and Decision Anchor Points

Capturing Rules 

• Understanding the Decision Model

Business Rule Governance

• Roles and tasks
• Organization Chart
• The Source Rule Repository

The BDM Conference

Course Objectives:
You will learn how to:

• Determine when a BDM Approach is right for your project
• Scope the Business Rules in your project before really getting started
• Plan the project for a BDM advantage through iterative development
• Attach business rules to process models and use cases through Decisions
• Learn how to create a Decision Model to rapidly harvest and analyze the Business Rules
• Craft a roadmap from your first BDM project to advanced successes
• Creating a unique and powerful link between business and I/T through BDM and business rules

Instructor Biographies:

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.

Barbara von Halle is the founder of Knowledge Partners, Inc., a company leading clients through successful business rule projects for many years. As a pioneer in Business Rules, Barb received the Outstanding Individual Achievement Award in 1995 from the International Data Management Association. As a journalist, she was a regular columnist Database Programming and Design magazine for over 5 years and co-authored several books. Her latest book (co-edited with Larry Goldberg) is The Business Rule Revolution, an anthology of real-world success stories and lessons learned. The best selling methodology book, Business Rules Applied (co-authored with a KPI business rule team) was an unexpected finalist for the Software Development Jolt Award and continues to serve as the premier reference book for hundreds of organizations! The evolving KPI BR Approach is offered commercially as a licensed product through Knowledge Partners Inc., under Barbara’ guidance.

Prerequisites:

An interest in learning more about a BDM and a Business Rules Approach from a business perspective with insights into related automation technology.

Target Audience/Who Should Attend:

This uniquely practical workshop is valuable for managers on the business or technical side, involved in planning, leading, or participating in a business rules project, be it business-only project or a full systems development project.  The attendee gains practical experience applying useful scoping, planning and rule discovery techniques that are part of the KPI STEP License Program.

Relevant attendees include those in the following roles:

• Project manager – leading a BDM project
• Business SME or Business Rule steward  – providing input to rules or actually authoring initial rules prior to turning them over to IT
• Business analyst – documenting or evolving Business Rules or creating supporting documentation
• Use case writer – authoring “BDM-lite” use cases
• Requirements analyst  - integrating requirements and models with Business Decisions and Business Rules
• Business process analyst – designing processes powered by Business Decisions and Business Rules
• Business process owner/steward – providing expertise in Business Processes and BDM/Business Rules