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Business Rules Workshop: How to Express, Analyze, Organize & Manage Rules (2-Day Seminar)
by Ronald G. Ross & Gladys S.W. Lam
"The skills and techniques every analyst needs to know to develop business rules and business vocabularies effectively, taught by the foremost world authorities in the field."
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About This Seminar ...
This rapid-paced, hands-on workshop demystifies business rules and prepares you to capture them in
a wide variety of circumstances. It explains, in-depth all the special techniques you'll need and shows you
how to apply each technique successfully.
To start, the pragmatic techniques you need for any project are examined.
These include how to express and analyze business rules, coordinate business vocabulary, develop an
effective rule management strategy, and organize rule-harvest projects.
Then the seminar explores how to capture, analyze and organize rules for business product/services and
specialized communities of practice. You will be shown how to layout a plan of attack, extract the information you need,
identify issues, harvest the rules, and validate the rules with business people. In addition, you will
learn about the tricks and perils in doing deep analysis of source documents, using real-life workshop
problems.
What Makes This Seminar Unique ...
The business focus of this seminar sets it apart from all others. Rather than platform or system-driven,
the techniques are shaped as exercises in capturing business know-how and decision logic as a part of
business analysis.
The seminar contains the distilled knowledge from over a decade of intensive experience in harvesting rules from
a wide variety of industries, including insurance, banking, regulatory, inspections, utilities,
transportation, and more. It is taught by the industry leaders and pioneers in the field, with 35+
collective years of direct research and practice with business rules techniques.
In addition, the techniques presented in this seminar are 100% compliant with OMG's new standard for
business vocabulary and business rules, SBVR.
Learning Objectives ...
Use business rules to develop and manage decision logic Harvest your rules from a variety of sources Interpret policies and regulations into practicable form Analyze source materials to create well-formed business rules Express your business rules in optimal form Develop appropriate visualizations, including fact models, decision hierarchies and dependency diagrams Use decision tables effectively Develop a standard, re-usable business vocabulary Establish comprehensive traceability for your business rules Analyze rules for quality and anomalies Retain business knowledge as redeployable rules Organize a best-fit rule management strategy for your company Organize and coordinate your work effort
Seminar & Workshop Outline ...
What Business Rules Are About: Overview
Capturing Rules for Product/Services
Decisioning rules vs. business process rules Understanding your problem space The techniques you need to know
Rule Reduction
Tips and Tricks
RuleSpeak® - Expressing Your Business Rules
Class Exercises
Fact Models: Developing a Structured Business Vocabulary
Guidelines for definitions Visualization Developing facts - case studies Using rules for current business practices What to avoid Facts from rules
Class Exercises
Tips and Tricks
Challenging Your Rules
Validation and verification Forms of redundancy Equivalences, subsumations, conflicts and other anomalies Quality points
Class Exercises
Tips and Tricks
How to Capture Product/Service Rules
Decision points and hierarchies Establishing scope Audit rules The perils of source documents Identifying business issues Divide and conquer
Class Exercises
Tips and Tricks
Decision Tables
Using decision tables One, two and n dimensions Completeness, subsumations and conflicts
Drill-Down: The Initial Phases
Class Exercises
Tips and Tricks
Drill-Down: The Iterative Phases
Class Exercises
Tips and Tricks
Rule Management
Rule Management Demo
About Your Instructors
This seminar is jointly taught by Ronald G. Ross and Gladys S.W. Lam.
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RONALD G. ROSS
Ronald G. Ross is a Principal of Business Rule Solutions, LLC (www.BRSolutions.com). Mr. Ross is also
Co-Founder and Executive Editor of www.BRCommunity.com, home of the Business Rules Journal. Mr. Ross
is the author of a half-dozen professional books. His newest works on business rules are
Business Rule Concepts (2nd Ed., 2005) and Principles of the Business Rule Approach
(Addison-Wesley, 2003). He is Chair of the annual Business Rules Forum Conference. He was a
charter member of the Business Rules Group in the 1980’s and editor of its two landmark papers,
“Business Motivation Model” and the Business Rules Manifesto. He is also active in the OMG Business
Rules standards development. Mr. Ross is internationally recognized as the “father of business rules”.
For additional information about Mr. Ross, please visit his personal website at www.RonRoss.info.
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GLADYS S.W. LAM
Gladys S.W. Lam is a Principal of Business Rule Solutions, LLC
(www.BRSolutions.com). She is also a Co-Founder of www.BRCommunity.com, home of the Business Rules
Journal. Ms. Lam is a world-renowned authority on applied business
rule techniques. She is an experienced and widely acclaimed management
consultant and expert facilitator. Ms. Lam is the Co-Creator of Proteus®, the
BRS Business Rule Methodology. Ms. Lam is also the Executive Director of the
Business Rules Forum Conference, the premier international conference on business rules.
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