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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 the process of capturing business rules and prepares
you for a wide variety of circumstances, providing both the generalized and specialized techniques
you'll need for success.
To start, the pragmatic techniques you need for any business rules project are explained in-depth.
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 knowledge-intensive operational
business decisioning. 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 encoding business know-how and decision logic as a new branch of
pure business analysis.
The seminar contains the distilled knowledge from 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: Quick Review
Capturing Rules for Decisioning
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 Core Business Vocabulary
Guidelines for definitions Visualization of structured vocabularies 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 Decisioning 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
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 Co-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”.
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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 and regular
columnist 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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