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WA1728 Designing and Applying Business Rules Training and Courseware (Coming Soon)

This 2-day course examines Business Rules, business rule engines, and provides essential guidance in designing and applying business rules into production environment. Students are provided with a firm foundation in decision management principles, methodologies, and best practices.  Hands-on lab exercises will provide students with first-hand experience identifying, designing, and implementing business rules.
Throughout the course, students will be exposed to a wide range of topics surrounding decision management, including rules identifying, designing rules, implementing rules, as well as managing and monitoring rules.  Beyond this life cycle, the subject of business rules governance and the application of business rules within the context of Business Process Management (BPM) and also Service Oriented Architecture (SOA) will be explored.

Concepts in this workshop are re-enforced through a combination of group discussion, class exercises, hands-on labs, and daily reviews.

Topics

• Decision management
• Business processes
• Business rules
• Business rules engines
• Business rules repositories
• Identifying business rules
• Designing business rules
• Implementing business rules
• Managing and monitoring rules
• Governing rules
• Business rules within the context of BPM
• Business rules within the context of SOA

Objectives

• Learn about the principles and motivations behind decision management
• Compare and contrast business processes, workflow, and business rules
• Explore the capabilities offered by various business rules software
• Discover the steps and key success factors involved in identifying business rules
• Learn proper business rules design techniques
• Gain hands-on experience implementing business rules designs
• Explore the management and monitoring of rules throughout the lifecycle of a rule
• Discover the key success factors associated with governing business rules
• Discuss the real-world application of business rules within an enterprise setting

Audience

This course is appropriate for a broad audience, including business analysts, managers, business architects, and developers.

Prerequisites

Previous knowledge and/or experience with business process modeling and management is preferable, but not required.

Duration

Two days.

Course Outline

1. Decision Management Basics

• Objectives
• What is Decision Management?
• Automated Decision Management
• Why is Decision Management Important?
• The Role of Analytics
• Business Logic and Business Rules
• Exploring Enterprise Decision Management
• Summary

2. Processes, Workflow, and Business Rules

• Objectives
• Understanding Business Logic
• Business Processes
• Workflow
• Business Rules
• Selecting the Right Tool
• Complex Scenarios – 1/2
• Complex Scenarios – 2/2
• Summary

3. Business Rules Details

• Objectives
• Business Rules Value Proposition
• Decision Management Methodology
• Structuring Rules
• Types of Rules
• Sample Rules – 1/2
• Sample Rules – 2/2
• Business Rules in Action
• Summary

4. Business Rules Software

• Objectives
• Business Rules Engine (BRE)
• Types of Rules Engines
• Rules Engine Features
• Popular Rules Engines
• Usage Scenarios – 1/2
• Usage Scenarios – 2/2
• Rules Engine Example #1
• Rules Engine Example #2
• Business Rules Repositories
• Enterprise Business Rules Systems
• Summary

5. Identifying Business Rules

• Objectives
• What Makes for a Good Rule?
• What Makes for a Bad Rule?
• Gathering Requirements
• Identifying Rules
• Extracting Rules
• Documenting Rules
• Validating Rules
• Summary

6. Designing Business Rules

• Objectives
• Aligning Requirements and Rules
• Designing Business Rules – 1/3
• Designing Business Rules – 2/3
• Designing Business Rules – 3/3
• Validating Rules
• Designing for Flexibility
• Designing for Ease of Use
• Business Rule Complexity Guidelines
• Summary

7. Implementing Business Rules

• Objectives
• Rule Templates
• Rule Constructs
• Integrating Rules into an Application
• Developing New Applications with Rules
• Configuring Rules
• Externalizing Rules
• Rules Management Interfaces
• Unit Testing Rules
• Integration Testing Rules
• Summary

8. Managing and Monitoring Rules

• Objectives
• Business Rule Management
• Monitoring Rules
• Measuring Rules
• Business Rule Analytics
• Mitigating Risk
• Handling Rule Violations
• Tuning Business Rules
• Summary

9. Governing Rules

• Objectives
• Roles and Responsibilities
• Governing Business Rule Identification
• Governing Business Rule Design
• Governing Business Rule Development
• Governing Business Rule Execution
• Governance Best Practices
• Summary

10. Applying Business Rules to BPM

• Objectives
• Business rules within BPM
• Business process logic or business rule?
• Managing BPM business rules
• Leveraging business rules within BPM
• Supporting tools
• Summary

11. Applying Business Rules to SOA

• Objectives
• Business rules within SOA
• Externalizing existing rules
• Identifying new rules
• Managing SOA business rules
• Service Policies and Business Rules
• Leveraging business rules
• Supporting tools
• Summary

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