4 Reasons to Start with Decision Modeling on Your First BRMS Project

2. @jamet123 #decisionmgt © 2016 Decision Management Solutions 2 James Taylor Decision Management Solutions ▶ We work with clients to improve their business by applying business rules & analytic technology to automate & improve decisions. ▶ Vendor-neutral ▶ Original DMN submitter ▶ Using decision modeling since 2011 ▶ I have spent the last 14 years focused on Business Rules and Decision Management

3. @jamet123 #decisionmgt © 2016 Decision Management Solutions 3 Agenda ▶ Challenges With Traditional Approaches In BRMS Projects ▶ Decision Modeling, DMN and BRMS ▶ Value of Decision Modeling for New BRMS Projects ▶ Increased Business Engagement ▶ Shorter Time to Market ▶ Easier to Demonstrate Business Value ▶ Minimized Ongoing maintenance costs ▶ Questions and Wrap Up

5. @jamet123 #decisionmgt © 2016 Decision Management Solutions 5 Challenges With Traditional Approaches In BRMS Projects ▶ Drowning In The Rules Waterfall ▶ It’s Just A Big Bucket O’Rules ▶ I Can’t See The Forest For The Trees ▶ Where’s The Business Value Again? ▶ Are We There Yet? ▶ This Change Would Be Easy To Make If I Could Just Find It…

6. @jamet123 #decisionmgt © 2016 Decision Management Solutions 6 Drowning In The Rules Waterfall ▶ Traditional rule analysis forces a waterfall approach: ▶ Find all the terms before you find the rules ▶ Find all the rules before you start implementing ▶ Capture the rules outside the BRMS before you do anything ▶ You can’t ▶ Identify iterations ▶ Deliver incrementally ▶ Apply Agile ▶ …

7. @jamet123 #decisionmgt © 2016 Decision Management Solutions 7 It’s Just A Big Bucket O’Rules ▶ Once captured, the rules are hard to manage ▶ Hard to track rules to sources ▶ Not clear who owns which rules ▶ Hard to show what each rule is for ▶ And all rules are treated the same ▶ Unnecessary documentation ▶ Too much (or too little) detail ▶ And BRMS metaphors are ignored

8. @jamet123 #decisionmgt © 2016 Decision Management Solutions 8 I Can’t See The Forest For The Trees ▶ It’s not clear what the rules are actually for ▶ Capturing rules involves a rush to detail ▶ Thresholds, limits and specifics overwhelm reviewers ▶ This detail is good for IT but not for business owners

9. @jamet123 #decisionmgt © 2016 Decision Management Solutions 9 Where’s The Business Value Again? ▶ A BRMS is faster and cheaper for IT ▶ But which business objective is being targeted by each rule is not clear ▶ How changing a rule affects the goal is not clear either

10. @jamet123 #decisionmgt © 2016 Decision Management Solutions 10 Are We There Yet? ▶ Can seem like nothing can be done until everything can be done ▶ Everyone ends up waiting for 100% coverage ▶ Not obvious how the project can add incremental value

11. @jamet123 #decisionmgt © 2016 Decision Management Solutions 11 This Change Would Be Easy To Make If I Could Just Find It… ▶ Changing a rule is easy ▶ Testing the change is easy ▶ Finding the change is hard

14. @jamet123 #decisionmgt © 2016 Decision Management Solutions 14 Pre-Bureau Risk Category 1 HIGH 2 MEDIUM 3 LOW 4 VERYLOW 5 DECLINE 6 HIGH 7 MEDIUM 8 LOW TRUE <100 [100..120[ [120..130] >130 FALSE <80 [80..90] [90..110] >110 Pre-bureau risk category table UC Existing Customer Application Risk Score Model Decision Context -amount : Money -amountLimit : Money -facilityType : Enum -id : String -repaymentBy : Date -status : Enum Loan Appliation -address : String -creditRtng : Enum -dateOfBirth : Date -disqualified : Boolean -disqualificationReason : String -firstName : String -id : String -middleInitials : String -proofOfIdSeenBy : StaffId -surname : String -telephone : TelephoneNo Person -annualIncome : Money -employmentRecord : Enum -personalDebt : Integer Financial Profile -endDate : Date -salary : Money -startDate : Date -terminationReason : Enum -workType : Enum Employment -realisationDate : Date -type : Enum -value : Money AssetLiability 0..* -applicant 1 0..1 -guarantor 1..* 1 1 1 0..* 1 0..* Process Data Decision Motivation Organization Department Team Role Role Team Department Organization

15. @jamet123 #decisionmgt © 2016 Decision Management Solutions 15 Pre-Bureau Risk Category 1 HIGH 2 MEDIUM 3 LOW 4 VERYLOW 5 DECLINE 6 HIGH 7 MEDIUM 8 LOW TRUE <100 [100..120[ [120..130] >130 FALSE <80 [80..90] [90..110] >110 Pre-bureau risk category table UC Existing Customer Application Risk Score Model Two Layers of Detail Decision Requirements Decision Logic Or Business Rules In A BRMS

16. @jamet123 #decisionmgt © 2016 Decision Management Solutions 16 Decision Model and Notation (DMN) ▶ Open Industry Standard ▶ Broad Vendor Support ▶ Decision Management Solutions, FICO, IBM, Oracle, TIBCO and others ▶ Object Management Group ▶ BPMN, UML and many other established standards ▶ “… provide a common notation that is readily understandable by all business users... DMN creates a standardized bridge for the gap between the business decision design and decision implementation.”

18. @jamet123 #decisionmgt © 2016 Decision Management Solutions 18 Decision Modeling with DMN For New BRMS Projects Increased business engagement Shorter time to market Easier to demonstrate business value Minimize ongoing maintenance costs

20. @jamet123 #decisionmgt © 2016 Decision Management Solutions 20 Decision Models Support Multiple (Business) Perspectives ▶ All diagrams are views of the model ▶ Shared underlying decision requirements model ▶ Allows multiple business perspectives with inconsistency Decision Requirements Model

21. @jamet123 #decisionmgt © 2016 Decision Management Solutions 21 Decision Models Are Developed and Deployed Iteratively ▶ Build high level models ▶ Pick a decision ▶ Model it in detail ▶ Then document rules, decision logic ▶ Repeat for other decisions

22. @jamet123 #decisionmgt © 2016 Decision Management Solutions 22 Decision Models Link Business Performance to Execution Improve Cross-Sell A Total Number of Orders Most Recent Order Total Orders last 12 months Lifetime Order Total Customer Status 1 >= 5 < 90 days > $10,000 - Gold 2 >=10 < 180 days > $20,000 - Gold 3 >= 20 < 360 days > $40,000 - Gold 4 - < 180 days - > $1,000,000 Gold 5 - - - > $2,000,000 Gold Gold Customer Determination

23. @jamet123 #decisionmgt © 2016 Decision Management Solutions 23 Decision Models Manage Rules ▶ Break down complex problems ▶ Eliminate redundant, hard to manage rules ▶ Describe each sub-decision with simple rules ▶ Dependencies are clear ▶ Navigation is easy Sources and drivers of change are clear Rule Sets are coherent Impact and ownership are clear Find the rules that have to change

24. @jamet123 #decisionmgt © 2016 Decision Management Solutions 24 Decision Models Help The Business Manage Decisions Not Just Rules So you business-types want to be able to change your business rules? I want to relax my underwriting policy I want to be able to promote a new product combination I need to add the new regulations No…

25. @jamet123 #decisionmgt © 2016 Decision Management Solutions 25 Clear decision models for business users IT-managed Transformation BRMS Executable Rules BRMS Executable Rules BEFORE AFTER Multiple lists and documents about rules Business Rules duplicated Users must navigate unfamiliar repository One set of Business Rules Users link directly from familiar diagram Business / IT Collaboration Change The Project Dynamic: From IT-Centric to Business-Centric

28. @jamet123 #decisionmgt © 2016 Decision Management Solutions 28 Decision Modeling For BRMS Projects ▶ Steps 1. Decision Discovery 2. Business Decision Context 3. Iteration 1 Modeled 4. Initial Business Rules 5. Integrate Rules, Decisions 6. Finalize Iteration 1 ▶ Software, consulting and training ▶ Deliverables ▶ Self-sufficient team ▶ Best practices ▶ Graphical front-end ▶ First iteration complete ▶ First IBM ODM Project http://bit.ly/DMSODM1 ▶ First Red Hat JBoss BRMS Project http://bit.ly/DMSRH1

31. @jamet123 #decisionmgt © 2016 Decision Management Solutions 31 Decision Modeling For BRMS Projects ▶ Steps 1. Decision Discovery 2. Business Decision Context 3. Iteration 1 Modeled 4. Initial Business Rules 5. Integrate Rules, Decisions 6. Finalize Iteration 1 ▶ Software, consulting and training ▶ Deliverables ▶ Self-sufficient team ▶ Best practices ▶ Graphical front-end ▶ First iteration complete ▶ First IBM ODM Project http://bit.ly/DMSODM1 ▶ First Red Hat JBoss BRMS Project http://bit.ly/DMSRH1

32. @jamet123 #decisionmgt © 2016 Decision Management Solutions 32 DecisionsFirst Modeler Collaborative, cloud-based decision modeling software that puts decisions at the heart of your business architecture, building better requirements and driving successful business rules implementations Key Features Multi-user, Collaborative Decision Model and Notation (DMN) Support Shared Database, Reusable components Automated Consistency and Completeness Checks Living Repository

33. @jamet123 #decisionmgt © 2016 Decision Management Solutions 33 Opportunities To Learn More ▶ 3 Reasons to Adopt Decision Modeling in your BRMS Program ▶ Webinar ▶ September 29 ▶ Register: ▶ http://bit.ly/2cVNHow ▶ White papers and more on our website ▶ Online training coming in November

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