3 Reasons to Adopt Decision Modeling in your BRMS Program

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 In BRMS Programs ▶ Decision Modeling, DMN and BRMS ▶ Value of Decision Modeling for BRMS Programs ▶ Traceability and Impact Analysis ▶ Sustained Business Engagement ▶ Coverage and Reuse ▶ Questions and Wrap Up

5. @jamet123 #decisionmgt © 2016 Decision Management Solutions 5 Challenges Observed In BRMS Programs ▶ Why Are We Changing These Rules Again? ▶ I Need To Go Back To Running My Business ▶ This Change Would Be Easy To Make If I Could Just Find It… ▶ This Change Will Be Easy To Make, I Wonder What It Will Do? ▶ Who Cares If I Change This? ▶ I’m Sure I’ve Been Here Before…

6. @jamet123 #decisionmgt © 2016 Decision Management Solutions 6 Why Are We Changing These Rules Again? ▶ Many organizations just have a Big Bucket O’Rules ▶ Hard to track rules to sources ▶ Not clear who owns which rules ▶ Hard to see what each rule is for ▶ When rule changes come in ▶ Validation is hard ▶ Impact analysis is impossible ▶ Business rationale is opaque

7. @jamet123 #decisionmgt © 2016 Decision Management Solutions 7 I Need To Go Back To Running My Business ▶ Business users do less and less rule maintenance ▶ They sense that rule maintenance is something IT wants them to do ▶ It doesn’t feel like running their business

8. @jamet123 #decisionmgt © 2016 Decision Management Solutions 8 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

9. @jamet123 #decisionmgt © 2016 Decision Management Solutions 9 This Change Will Be Easy To Make I Wonder What It Will Do? ▶ Changing a rule is easy ▶ Testing the change is easy ▶ Impact analysis is hard

10. @jamet123 #decisionmgt © 2016 Decision Management Solutions 10 Who Cares If I Change This? ▶ Who needs to ▶ Discuss the change? ▶ Review the change? ▶ Approve the change? ▶ Be told about the change? ▶ Which Processes and Systems will change?

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 Modeling Integrated With A BRMS ▶ Trace objectives to decision requirements to rules ▶ Full access to BRMS’s editing, validation, and management ▶ Standard BRMS security ▶ On demand or regularly scheduled updates ▶ Based on open API

17. @jamet123 #decisionmgt © 2016 Decision Management Solutions 17 ▶ Business Knowledge Models ▶ BKMs can have Decision Tables ▶ BKMs can be invoked by multiple Decisions ▶ Link to a BRMS ▶ Reuse of new & existing rules ▶ Not just Decision Tables ▶ Across multiple decisions in multiple diagrams Manage Reuse In Decision Models ▶ Decisions are broadly reusable ▶ Sometimes Logic needs to be reusable too ▶ Same logic, different Input Data ▶ Different Input Data, different Decision ▶ Don’t want to duplicate decision logic

18. @jamet123 #decisionmgt © 2016 Decision Management Solutions 18 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

19. @jamet123 #decisionmgt © 2016 Decision Management Solutions 19 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.”

21. @jamet123 #decisionmgt © 2016 Decision Management Solutions 21 Decision Modeling with DMN For Existing BRMS Programs Improved traceability and impact analysis Sustained business user engagement Improved coverage and reuse

24. @jamet123 #decisionmgt © 2016 Decision Management Solutions 24 See How To Get The Impact You Want 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

27. @jamet123 #decisionmgt © 2016 Decision Management Solutions 27 Familiar Decision Models Can Manage Rules ▶ Decision model is familiar ▶ Navigation is easy ▶ Decision models ▶ Break down complex problems ▶ Link each sub-decision to rules Sources and drivers of change are clear Impact and ownership are clear Navigate to the rules that have to change

28. @jamet123 #decisionmgt © 2016 Decision Management Solutions 28 Manage reuse with perspectives ▶ Reuse elements on many diagrams ▶ Diagrams are cumulative ▶ Each aspect of coverage is modeled ▶ Reuse minimizes work and rework Decision Requirements Model

29. @jamet123 #decisionmgt © 2016 Decision Management Solutions 29 Decision Modeling Lifecycle ▶ Decision Modeling ▶ Drives requirements and automation ▶ Supports business rules and analytic implementations ▶ Delivers traceability ▶ Allows for ongoing orchestration Orchestration Automation BoundaryDecision Requirements Business Rules Implementation Technology Selection Predictive Analytics Traceability

32. @jamet123 #decisionmgt © 2016 Decision Management Solutions 32 Decision Modeling For Existing BRMS Programs ▶ Steps 1. Bottoms-up Rule Analysis 2. Top-down Decision Context 3. Integrate Perspectives 4. Integrate Rules and Decisions 5. Train Business Team 6. Technical Recommendations ▶ Deliverables ▶ Trained, self-sufficient team ▶ Reuse & improvements ▶ Model integrates existing rules ▶ Software, consulting and training

33. @jamet123 #decisionmgt © 2016 Decision Management Solutions 33 Learn More About Decision Modeling for BRMS Customers ▶ IBM Operational Decision Manager ▶ Decision Modeling and IBM ODM bit.ly/DMSODM0 ▶ 3 Reasons to add Decision Modeling to an existing ODM program bit.ly/DMSODM3 ▶ 4 Reasons to add Decision Modeling to a new ODM Project bit.ly/DMSODM4 ▶ Red Hat JBoss BRMS ▶ Decision Modeling and Red Hat JBoss BRMS bit.ly/DMSRH0 ▶ 3 Reasons to add Decision Modeling to an existing Red Hat program bit.ly/DMSRH3 ▶ 4 Reasons to add Decision Modeling to a new Red Hat Project bit.ly/DMSRH4

36. @jamet123 #decisionmgt © 2016 Decision Management Solutions 36 Learn More About Decision Modeling for BRMS Customers ▶ IBM Operational Decision Manager ▶ Decision Modeling and IBM ODM bit.ly/DMSODM0 ▶ 3 Reasons to add Decision Modeling to an existing ODM program bit.ly/DMSODM3 ▶ 4 Reasons to add Decision Modeling to a new ODM Project bit.ly/DMSODM4 ▶ Red Hat JBoss BRMS ▶ Decision Modeling and Red Hat JBoss BRMS bit.ly/DMSRH0 ▶ 3 Reasons to add Decision Modeling to an existing Red Hat program bit.ly/DMSRH3 ▶ 4 Reasons to add Decision Modeling to a new Red Hat Project bit.ly/DMSRH4

37. @jamet123 #decisionmgt © 2016 Decision Management Solutions 37 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