Identifying and managing the decisions within a business process are critical next steps for greater efficiency and effectiveness in organizations today.

1. BPMN and DMN:
Simplify BPM with
Decision
ManagementJamesTaylor,
CEO

2. ©2010-2014 Decision Management Solutions 2
James Taylor
CEO of Decision Management Solutions
We work with clients to improve their business
by applying business rules and analytic technology
to automate & improve decisions.
I have spent the last 11 years championing
Decision Management and developing Decision
Management Systems.

3. BEFORE
©2010-2014 Decision Management Solutions 3
A simple example without decisions

4. AFTER
Decision:
What type
of applicant
is this?
©2010 Decision Management Solutions 4
The same example with a decision

5. The benefits of simplifying
business processes

6. Making the right
decision at the start
of the call turns long,
costly processes into
straightforward,
customer-pleasing
interactions.
©2010-2014 Decision Management Solutions 6
Fortune 20 Call Center

7. Immediately
identifying which
claims should be
fast tracked, which
referred for fraud
investigation and
which reviewed by
a claims
adjudicator results
in clear, simple
sub-processes
©2010-2014 Decision Management Solutions 7
North American Life Insurer

8. Cross-channel
coordination
ensures that all
relevant offers,
including loyalty
programs, are
combined at the
point of sale, with
consistent pricing
rules applied.
©2010-2014 Decision Management Solutions 8
International retailer

9. Finding decisions in
business processes
©2010-2014 Decision Management Solutions9

10. ©2010-2014 Decision Management Solutions 10
Finding decisions
Worklists
Extreme
Branching
Procedures,
cheat sheets
Approvals,
escalations

11. Gather policy
application data
Validate application
Eliminate
unqualified applicants
Conduct physical
inspection
Underwrite policy
Complete new
business processing
©2010-2014 Decision Management Solutions 11
Vessel underwriting example

12. Gather policy
application data
Validate application
Eliminate
unqualified applicants
Conduct physical
inspection
Underwrite policy
Complete new
business processing
©2010-2014 Decision Management Solutions 12
Vessel underwriting example

13. Gather policy
application data
Validate application
Eliminate
unqualified applicants
Conduct physical
inspection
Underwrite policy
Complete new
business processing
Decision:
Is this application
complete and correct?
©2010-2014 Decision Management Solutions 13
Vessel underwriting example

14. Gather policy
application data
Validate application
Eliminate
unqualified applicants
Conduct physical
inspection
Underwrite policy
Complete new
business processing
Decision:
Is this application
a high fraud risk?
Decision:
Is this the type of vessel
we insure?
©2010-2014 Decision Management Solutions 14
Vessel underwriting example

15. Gather policy
application data
Validate application
Eliminate
unqualified applicants
Conduct physical
inspection
Underwrite policy
Complete new
business processing
©2010-2014 Decision Management Solutions 15
Vessel underwriting example

16. Gather policy
application data
Validate application
Eliminate
unqualified applicants
Conduct physical
inspection
Underwrite policy
Complete new
business processing
Decision:
What exclusions?
Decision:
What coverage?
Decision:
How risky?
Decision:
What price?
©2010-2014 Decision Management Solutions 16
Vessel underwriting example

17. Gather policy
application data
Validate application
Eliminate
unqualified applicants
Conduct physical
inspection
Underwrite policy
Complete new
business processing
©2010-2014 Decision Management Solutions 17
Vessel underwriting example

18. Model Decisions with DMN

19. Good Decision Requirements
Information
• What is needed?
• Where does it come
from?
Know-how
• How to make it
• How to improve it
Precision
• Exactly how?
• How to avoid
technical details?
Automation
• All automated?
• If not, how much can
be and for whom?
19©2010-2014 Decision Management Solutions

20. Describe Decisions
Define Decisions with
A question
Possible answers
Q: Which marketing offer should be
presented to this customer during this
interaction?
A: Any current, available marketing offer
in the database
20©2010-2014 Decision Management Solutions

21. Decisions require Information
“Determine Parts Availability”
requires BOM and Inventory information
“ValidateTax Return”
requires Return and Citizen information
“Refer claim for fraud”
requires Claim and Provider information
21©2010-2014 Decision Management Solutions

22. Decisions require Knowledge
“Reorder parts”
requires supplier capabilities and shortage risks
“ValidateTax Return”
requires Tax Regulations
“Refer claim for fraud”
requires likelihood of fraud
22©2010-2014 Decision Management Solutions

23. Decisions can require Decisions
Is this a good time to make an offer?
Which product should the offer be for?
How valuable an offer?
These decisions must be made first
23©2010-2014 Decision Management Solutions

24. 24©2010-2014 Decision Management Solutions
Decision
Input Data
Dependent
Decisions
Dependent
Decisions
Dependent
Decisions
Authority
Analytics
Manual
Decisions

25. ©2010-2014 Decision Management Solutions 25
Decision Model and Notation (DMN)
Object Management Group (OMG) Beta Standard
OMG also manages the BPMN and other standards
DMN Goal
Provide a graphical industry standard modeling
notation for decisions that is readily understandable by
all business users.
For more information:
http://www.omg.org/news/releases/pr2014/01-16-
14.htm

26. ©2010-2014 Decision Management Solutions 26
The Role of DMN
DMN

27. Not just simpler,
smarter too

28. © Decision Management Solutions, 2013 28
Even Smarter With Analytics
Business
Processes
Analytic
Systems
Decision
Decisions
create hooks
for analytics in
business
processes

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Analytics help you understand why and when
Rules address what might happen
©2010-2014 Decision Management Solutions 29
Analytics Drive Better Decisions

30. ©2010-2014 Decision Management Solutions 30
And Create Continuous Improvement

31. Summary and Action Plan

32. Decision:
What type
of applicant
is this?
©2010-2014 Decision Management Solutions 32
Simplify BPM with Decision Management
Faster, easier, independent decision logic changes
Simpler processes that are easier to manage
Hooks for analytic insights in business processes
for making better decisions

33. ©2010-2014 Decision Management Solutions 33
Action Plan
Learn more about decision
modeling and DMN
Model business processes
and decisions
Use decisions as hooks for
rules and analytics

34. Thank You
JamesTaylor, CEO
james@decisionmanagementsolutions.com
More on Decision Management
& Decision Modeling at
decisionmangementsolutions.com