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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
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
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
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?
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
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
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
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
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
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
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.
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.
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
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
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
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
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
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
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
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
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
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
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
www.newwisdomsoftware.com