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Five Reasons to Fire Your Rules Consultant


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Does your Rules Consultant think execution matters more than management? That's “old school” thinking. Find out if your Rules Consultant is providing your business with real value by watching this webinar.

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Five Reasons to Fire Your Rules Consultant

  1. 1. @jamet123 #decisionmgt © 2019 Decision Management Solutions James Taylor, CEO They call it a rule engine They smush process and rules in one project They want to do rule harvesting They want to use ORs, ELSEs, ELSEIFs…Oh My! They put off business user enablement to phase 2 Five Reasons to Fire Your Rules Consultant
  2. 2. @jamet123 #decisionmgt © 2019 Decision Management Solutions 2 Business Rules Management Systems WORK Transparency Impact Analysis Collaboration Business User Control So why doesn’t everyone have one?
  3. 3. @jamet123 #decisionmgt © 2019 Decision Management Solutions 3 Too Many Consultants Use Them Poorly 1. They call it a rule engine 2. They smush process and rules in one project 3. They want to do rule harvesting 4. They want to use ORs, ELSEs, ELSEIFs…Oh My! 5. They put off business user enablement to phase 2
  4. 4. @jamet123 #decisionmgt © 2019 Decision Management Solutions 4 Fired or Hired? Technical Rule Execution Business Decision Management
  5. 5. @jamet123 #decisionmgt © 2019 Decision Management Solutions 5 They Call It A Rule Engine
  6. 6. @jamet123 #decisionmgt © 2019 Decision Management Solutions 6 They Call It A Rule Engine  Original products were limited  Rule engine was critical  Performance was a challenge  Knowing how to “tweak” the engine was key to success  Now products are robust  Algorithm improvements  Design improvements  Hardware improvements  Engine performance is (almost) always good enough “out of the box”
  7. 7. @jamet123 #decisionmgt © 2019 Decision Management Solutions 7 In rules, management is to execution as three parts out of four. Napoleon Bonaparte In war, moral power is to physical as three parts out of four. Napoleon’s notes entitled “Observations on Spanish Affairs,” August 27, 1808 at the palace of Saint-Cloud
  8. 8. @jamet123 #decisionmgt © 2019 Decision Management Solutions 8 Business Rules Management Systems Have Many Elements Testing and Debugging Technical Rule Management Non-technical Rule Management Impact Analysis Data Management Verification and Validation Deployment Rule Repository Decision Service Generated Code Runtime Rule Package Business Rules Engine Logging A rule engine is just a small piece of the complete software stack that is a Business Rules Management System. Most of the system is focused on the management, verification, testing and simulation of the rules not their execution.
  9. 9. @jamet123 #decisionmgt © 2019 Decision Management Solutions 9 A BRMS is part of a Decision Management Technology Stack Performance Management Enterprise Platform Data Infrastructure Application Context Decision Service Decision Performance Monitoring Business Process Management Legacy Applications Business Rules Management System Decision Modeling Predictive Analytics ML A decision service encapsulates business rules, advanced analytics and even AI technology to deliver automated decisions to your application context. Leveraging your data, its behavior is defined by a decision model that also connects its results to business performance for effective decision monitoring. Packaged Applications AI
  10. 10. @jamet123 #decisionmgt © 2019 Decision Management Solutions 10 They Smush Process And Rules In One Project
  11. 11. @jamet123 #decisionmgt © 2019 Decision Management Solutions 11 Decision Are Not Processes  Processes  Flow oriented across roles  Often sequential  Interconnected to outcomes  Stable in ‘what’  Analytics about the process  Decisions  Declarative  Hierarchical  Logically “dense”  Changeable  Analytics change the decision  Different Stakeholders  Different Perspectives  Different Measures
  12. 12. @jamet123 #decisionmgt © 2019 Decision Management Solutions 12 External Data Big Data Build Decision Services Business Rules Analytics, ML and AI • Business Rules are quick to change • Good for regulations, policies, flash updates • Less insight-rich than analytics • Analytics are insight-rich but often opaque, especially ML and AI • Good for patterns, trends, categorization • Must be fed new data and continuously improved A decision service encapsulates business rules, analytics, ML and AI to deliver automated decisions to your application context. Data about business outcomes and decisions made is integrated with external data to close the loop and improve both rules and analytics
  13. 13. @jamet123 #decisionmgt © 2019 Decision Management Solutions 13 Processes And Decisions Work Better Separately Process is simplified, robust Independent process & decision changes Decisions are reusable Decisions are easily modeled Analytics drive decision-making Process is complex, brittle Decisions only evolve with process Hard to share decisions Hard to model decisions precisely Hard to apply analytics SeparateCombined
  14. 14. @jamet123 #decisionmgt © 2019 Decision Management Solutions 14 They Want To Do Rule Harvesting
  15. 15. @jamet123 #decisionmgt © 2019 Decision Management Solutions 15 Rule Harvesting  Make a long list of all the rules  Rules at various levels  Mostly very technical  By looking at code  And talking to IT  Treat all rules the same  Unnecessary documentation  Too much (or little) detail  Put them in a bucket  Hard to track source  Not clear who owns each one  Not clear what each is for
  16. 16. @jamet123 #decisionmgt © 2019 Decision Management Solutions 16 Decision Modeling: A Business-Centric, DecisionsFirst Journey To A BRMS Policy Type Claim Date After Start Date Contestable Period Group, Individual <1y, >1y, <2y, >2y Yes/No 1 Group <1y Yes 2 Group >1y No 3 Individual <2y Yes 4 Individual >2y No Contestable Period U
  17. 17. @jamet123 #decisionmgt © 2019 Decision Management Solutions 17 Standards-based Decision Models Show What’s Involved In Digital Decisions Knowledge required Structure of decision-making Data required • Decision models are best developed using the Decision Model and Notation (DMN) standard. • This defines a notation showing decisions, their decomposition into reusable sub-decisions, the data each decision needs and the knowledge required to define business rules or analytics for each. Decision to be made
  18. 18. @jamet123 #decisionmgt © 2019 Decision Management Solutions 18 Key Benefits of Decision Modeling • Much faster than traditional approaches • In 1 hour developed understanding “that would have taken 10” Rapid • Clarifies real requirements • Often experienced SMEs learn something from the modelEnlightening
  19. 19. @jamet123 #decisionmgt © 2019 Decision Management Solutions 19 Decision Models Structure Lists Of Rules ▪ Lists of business rules often group unlike things ▪ For instance, these lists of rules for high alert factors and medium alert factors seem fine ▪ But when allocated out to the decision model they are easier to manage ▪ Plus it is clear the lists are incomplete once they are modeled
  20. 20. @jamet123 #decisionmgt © 2019 Decision Management Solutions 20 Decision Models Can Be Built Iteratively  Build high level models  Pick a decision  Model it in detail  Then model business rules  Repeat for other decisions ▪ Using decision models to structure BRMS projects allows them to be developed and deployed incrementally ▪ This supports agile development and allows for check points in waterfall development efforts ▪ Decision modeling is naturally iterative
  21. 21. @jamet123 #decisionmgt © 2019 Decision Management Solutions 21 They want to use ORs, ELSEs, ELSEIFs…Oh My!
  22. 22. @jamet123 #decisionmgt © 2019 Decision Management Solutions 22 Decision Models Break Down Rules Into Simple Tables ▪ Decision models prioritize representing business rules as decision tables ▪ Because the decision model breaks down all the complexity, each decision table is simple and self- contained ▪ Other representations can be used but decision tables are by far the most business friendly
  23. 23. @jamet123 #decisionmgt © 2019 Decision Management Solutions 23 Decision Models Structure Even Very Complex Decisions ▪ Decision model diagrams are views on an underlying model ▪ This allows very complex models to be broken down and then displayed clearly using multiple diagrams
  24. 24. @jamet123 #decisionmgt © 2019 Decision Management Solutions 24 They Put Off Business User Enablement To Phase 2
  25. 25. @jamet123 #decisionmgt © 2019 Decision Management Solutions 25 They Put Off Business User Enablement To Phase 2  Phase 1  IT will write the rules  IT will manage the rules  IT will test the rules  IT will deploy the rules  Phase 2  Business users will manage the rules  Business users will simulate the rules  IT will test the rules  IT will deploy the rules  Business as usual  Technical perspective  Testing not simulation
  26. 26. @jamet123 #decisionmgt © 2019 Decision Management Solutions 26 Business User Enablement  Phase 1 or Phase Never!  Maintenance not Creation  Complete environment  Continuous Improvement ▪ Track decision outcomes ▪ Find the decisions that need to change ▪ Change the rules for these decisions ▪ Confirm the impact of the change is as expected
  27. 27. @jamet123 #decisionmgt © 2019 Decision Management Solutions 27 Clear decision model for all IT-managed Transformation Multiple business rule lists and documents Business IT-Centric Business-Centric Business / IT Collaboration Make Business Rules Development Business-Centric BRMS Separate executable business rules One set of executable business rules BRMS ▪ Excluding IT from business rules writing can feel like business empowerment ▪ But a business-only rule writing approach requires IT to transform these rules into something executable ▪ A “purple” approach that has business and IT work together on the decision model is more effective and more business-centric in reality
  28. 28. @jamet123 #decisionmgt © 2019 Decision Management Solutions 28 Five Reasons To Fire Your Rules Consultant 1. They call it a rule engine 2. They smush process and rules in one project 3. They want to do rule harvesting 4. They want to use ORs, ELSEs, ELSEIFs…Oh My! 5. They put off business user enablement to phase 2
  29. 29. @jamet123 #decisionmgt © 2019 Decision Management Solutions 29 Adopt a DecisionsFirst Approach to Your BRMS 1. Focus on Rule Management not execution 2. Build managed, reusable Decision Services 3. Capture decisions first, not business rules 4. Use a decision model to manage complexity 5. Engage the business from the start
  30. 30. @jamet123 #decisionmgt © 2019 Decision Management Solutions 30 Thank You  More resources for success with Business Rules   Decision Management Solutions works with clients to improve their business by applying business rules and analytic technology to automate and improve decisions.  We can help you deliver the value of a Business Rules Management System with our DecisionsFirst approach.
  31. 31. Thank You For more on Decision Management, go to: @jamet123 #decisionmgt © 2019 Decision Management Solutions If you have further questions or comments: James Taylor CEO, Decision Management Solutions +1 650 400 3029