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What is an Enterprise Business Rule Repository? Do I Need One? Dan Chaput Director, Professional Services Rich Southwell Business Development Manager Do I Need One? Lee Lambert Managing Partner

What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

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Page 1: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

What is an Enterprise Business Rule Repository?Do I Need One?

Dan ChaputDirector, Professional Services

Rich SouthwellBusiness Development Manager

Do I Need One?

Lee LambertManaging Partner

Page 2: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Agenda

The Business Rules Landscape

The Enterprise Business Rule Repository

Calculating the ROI

© 2009 New Wisdom Software. All Rights Reserved.

Summary – Answering the Questions

Questions and Discussion

Page 3: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

The Business Rules Landscape

Factors that determine complexity

Scope From Project to Enterprise

Approach From Tactical to Strategic

© 2009 New Wisdom Software. All Rights Reserved.

From Tactical to Strategic

Focus From Business Rules to Business Decisions

Deployment From Systems to Services

Page 4: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

The Business Rules Landscape

Factors that modify the complexity

Timing When do you need to begin analysis

Drivers Business / IT

© 2009 New Wisdom Software. All Rights Reserved.

Business / IT

Buy in Business / IT / Executive

Silo Factor Sometimes we need to live with it

Culture and Personalities Is anything ever easy?

Page 5: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Rules Management – a simpler approach

Rule Sources

Legacy System Code

Rule Storage, Management & Analysis

Business Rule Engine (BRE)

Business Rule Execution

Ru

le o

r D

ecis

ion

Met

ho

do

log

y

Gat

eway

to

Pro

du

ctio

nG

atew

ay t

o P

rod

uct

ion

© 2009 New Wisdom Software. All Rights Reserved.

Policy Manuals, Internal Documents,

Legislation & Regulations

Subject Matter Experts

Rule Repository

Automated System (non-BRE)

Manual Business Process

Ru

le o

r D

ecis

ion

Met

ho

do

log

y

Results / Statistics / MetricsG

atew

ay t

o P

rod

uct

ion

Gat

eway

to

Pro

du

ctio

n

Page 6: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Rules Management – a simpler approach

Rule Sources

Legacy System Code

Rule Storage, Management & Analysis

Business Rule Engine (BRE)

Business Rule Execution

Gat

eway

to

Pro

du

ctio

n

Ru

le o

r D

ecis

ion

Met

ho

do

log

y

Gat

eway

to

Pro

du

ctio

n

© 2009 New Wisdom Software. All Rights Reserved.

Policy Manuals, Internal Documents,

Legislation & Regulations

Subject Matter Experts

Rule Repository

Automated System (non-BRE)

Manual Business ProcessG

atew

ay t

o P

rod

uct

ion

Ru

le o

r D

ecis

ion

Met

ho

do

log

y

Results / Statistics / MetricsG

atew

ay t

o P

rod

uct

ion

Page 7: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Term Repository

Rule Storage, Management & Analysis

Rules Management – increased complexity

Business Rule Engine (BRE)

Business Rule Execution

Gat

eway

to

Pro

du

ctio

n

Ru

le o

r D

ecis

ion

Met

ho

do

log

y

Gat

eway

to

Pro

du

ctio

nProcess Models

© 2009 New Wisdom Software. All Rights Reserved.

Rule Groupings

Relationship Mappings

Automated System (non-BRE)

Manual Business ProcessG

atew

ay t

o P

rod

uct

ion

Ru

le o

r D

ecis

ion

Met

ho

do

log

y

Results / Statistics / MetricsG

atew

ay t

o P

rod

uct

ion

The Decision Model

Rule Sources

Page 8: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Agenda

The Business Rules Landscape

The Enterprise Business Rule Repository

Calculating the ROI

© 2009 New Wisdom Software. All Rights Reserved.

Summary – Answering the Questions

Questions and Discussion

Page 9: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Process Models

A critical link between rule sources, process models and rule execution

Business Rule Engine (BRE)

Gat

eway

to

Pro

du

ctio

n

Ru

le o

r D

ecis

ion

Met

ho

do

log

y

Gat

eway

to

Pro

du

ctio

nRule Families (Business Rules)

Decisions

© 2009 New Wisdom Software. All Rights Reserved.

The Decision Model

Rule Sources

Automated System (non-BRE)

Manual Business ProcessG

atew

ay t

o P

rod

uct

ion

Ru

le o

r D

ecis

ion

Met

ho

do

log

y

Results / Statistics / MetricsG

atew

ay t

o P

rod

uct

ion

Process Excellence

Analysis

Governance

Glossary

Page 10: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

A single, authoritative source about business rules, terms, processes, decisions and their relationships

Provides business context for rules and relates them to business motivations and process models

Organizes entire rule population as reusable structures that highlight relationships and dependencies between rules

Rule Families (Business Rules)

Decision

Structure & Organization

© 2009 New Wisdom Software. All Rights Reserved.

Maintains a comprehensive glossary of business terms to promote consistent understanding and usage

Enables rapid dissection of complex decisions for component level analysis

Encourages repeatable processes so that successful outcomes are predictable and consistent.

Ensures repository integrity with versioning and change management processes

Process Excellence

Analysis

GovernanceAnalysis &

Management

Glossary

Page 11: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Three must have attributes of an enterprise business rules repository

1. Real-time collaboration Multiple users simultaneously view and modify data in real time

Simplifies communication and eliminates processing bottlenecks

© 2009 New Wisdom Software. All Rights Reserved.

Page 12: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

A day in the life of the repository manager

!

These terms are out of date.

Where did these rules come from?Oops! .

WRONG!

© 2009 New Wisdom Software. All Rights Reserved.

!

Is this right?

Since when? I need to check that.

Oops! .

Isn’t this your area?.

We’re changing directions.

Page 13: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Real time collaboration simplifies communication and eliminates processing bottlenecks

Rule Families (Business Rules)

Decisions

© 2009 New Wisdom Software. All Rights Reserved.

Enterprise Rule Repository

Process Excellence

Analysis

Governance

Glossary

Page 14: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Three must have attributes of an enterprise business rules repository

1. Real-time collaboration Multiple users simultaneously view and modify data in real time

Simplifies communication and eliminates processing bottlenecks

2. Accessibility for the entire organization Participation from all areas and all levels of the organization

© 2009 New Wisdom Software. All Rights Reserved.

Participation from all areas and all levels of the organization

Improves the quality and depth of the repository while creating a valuable information asset

Page 15: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Wide accessibility improves repository depth and quality while creating a valuable information asset

Frequent Users

• Business Analysts

• Subject Matter Experts

• Project Management

Core Users

• Business Rule Analysts

• System Developers

Rule Families (Business Rules)

Decisions

© 2009 New Wisdom Software. All Rights Reserved.

• System Developers

• Rule Engine Developers

Periodic Users

• Line Management

• Legal & Compliance

• Employee Training

Process Excellence

Analysis

Governance

Glossary

Page 16: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Three must have attributes of an enterprise business rules repository

1. Real-time collaboration Multiple users simultaneously view and modify data in real time

Simplifies communication and eliminates processing bottlenecks

2. Accessibility for the entire organization Participation from all areas and all levels of the organization

© 2009 New Wisdom Software. All Rights Reserved.

Participation from all areas and all levels of the organization

Improves the quality and depth of the repository while creating a valuable information asset

3. Robust controls and governance Automated tools and processes that manage how information is

created and maintained in the repository

Maintains the integrity of the repository’s contents regardless of its size or the number of users accessing it

Page 17: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Maintaining the Integrity of the Repository

Role Based Permissions Manage the data that an individual can review and modify based

on their job or position in the organization

Versioning and Change Management Eliminates confusion among users about the status of a

© 2009 New Wisdom Software. All Rights Reserved.

Eliminates confusion among users about the status of a business rule, term or decision structure

Review and Approval Processing Ensure that new entries and proposed changes are appropriately

evaluated before they are made available to the user population

Audit Trail and Reporting Provide a comprehensive history of the repository and its

contents

Page 18: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Agenda

The Business Rules Landscape

The Enterprise Business Rule Repository

Calculating the ROI

© 2009 New Wisdom Software. All Rights Reserved.

Summary – Answering the Questions

Questions and Discussion

Page 19: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Use of Repository by Others in the Organization

Reuse of Decision Structures, Rules & Terms

Process & Communication Efficiencies

The value of an enterprise business rule repository increases dramatically as it matures

Cum

ulat

ive

Ben

efit

of E

nter

pris

e R

epos

itory

© 2009 New Wisdom Software. All Rights Reserved.

Project 1 Project 2 Project 3 Project 4 Enterprise

Cum

ulat

ive

Ben

efit

of E

nter

pris

e R

epos

itory

Page 20: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Agenda

The Business Rules Landscape

The Enterprise Business Rule Repository

Calculating the ROI

© 2009 New Wisdom Software. All Rights Reserved.

Summary – Answering the Questions

Questions and Discussion

Page 21: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

What is an enterprise business rules repository? Do I need one?

An enterprise business rules repository is … A single, authoritative source of information about business

rules, terms, processes, decisions and their relationships

Your organization should consider implementing an enterprise repository if you are …

© 2009 New Wisdom Software. All Rights Reserved.

enterprise repository if you are … Striving for greater consistency and reuse of business terms,

rules and decision structures

Taking a more strategic, enterprise approach to business rule and decision management

Using or moving toward a service oriented business architecture

Page 22: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Agenda

The Business Rules Landscape

The Enterprise Business Rule Repository

Calculating the ROI

© 2009 New Wisdom Software. All Rights Reserved.

Summary – Answering the Questions

Questions and Discussion

Page 23: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

Contact Us

Visit us on the web: www.newwisdomsoftware.com

Schedule a consultation and product demonstration

Rich SouthwellTelephone: +1 (401) 339-0907Email: [email protected]

© 2009 New Wisdom Software. All Rights Reserved.

Email: [email protected]

Meet with us at an upcoming conference

2009 Business Rules Forum – Las Vegas, NVNovember 1-5www.businessrulesforum.com

BPMInstitute.org Presents BrainStorm - New York City November 2-5www.bpminstitute.org

Page 24: What is an Enterprise Business Rule Repository? Do …media.modernanalyst.com/New_Wisdom_Software_Webinar...Process Models A critical link between rule sources, process models and

www.newwisdomsoftware.com