Enabling Operational Excellence
Enabling Operational Excellence
Enabling Operational Excellence
Enabling Operational Excellence

TURNING OPERATIONAL KNOWLEDGE & COMPLIANCE INTO A COMPETITIVE EDGE

We systemize tacit knowledge into explicit knowledge

Blog Enabling Operational Excellence

BBC 2012 | Panel Discussion: The 3 Amigos on Enterprise Design

Roger Burlton, Ronald G. Ross and John Zachman are the ‘three amigos’ of enterprise design. They believe there needs to be a fundamentally new way of working the business/IT partnership. Lip service isn’t enough – the business needs to put itself back in the driver’s seat. Each of the three amigos has spent many decades innovating and fine-tuning an important piece of the enterprise-design puzzle. Each believes real success comes only through carefully planned approaches that work with one another. Each feels a sense of real urgency about the need for organizations to do things better. Will the next management fad or silver bullet in IT solve all your strategic and tactical problems? Have they ever?! Existing practices for planning and deploying IT-based solutions haven’t really worked for a good while. It’s time for new solutions that are logical, aligned and integrated! What’s at stake? Literally, the future success, if not the very survival of your company. Change is happening faster and faster every day. The winners in today’s world are the ones who can plan and craft for rapid change in the face of huge complexity. Spend an hour with the 3 Amigos on business innovation through business architecture and business-driven requirements and planning. Find out how your business can …
  • Regain control of its planning, development, and transformation practices.
  • Architect and engineer itself for maximum agility.
  • Make the most of its strategic investment in IT.
More info: http://www.buildingbusinesscapability.com/agenda/2012_details/962/

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BBC 2012 | Keynote: Business Rules: Putting the Business Back in Control

Doing more of the same, just faster, is not going to close the gap between what business people need and what IT can deliver. And no silver bullets will ever fix the problem. Instead, your company needs to rethink its current means and methods – to take a step back and really see the elephant. Proven solutions for today’s challenges and opportunities exist. The handwriting is on the wall for those who wish to see it, a new vision for truly business-driven IT. The end-goal is empowerment, both of business people and of business analysts. Come and share a fresh look at business processes, business requirements, and business architectures, and see how better business capabilities are readily within reach.
  • Engineering policy-based business solutions
  • Order-of-magnitude improvements in business capabilities
  • Compliance, traceability and know-how – all built-in
  • The pathway from gridlock to business agility
  • Taking business analysis to the next level
  • Restoring a sense of empowerment and creativity in the workplace
More info: http://www.buildingbusinesscapability.com/agenda/2012_details/892/

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BBC 2012 | Pre-Conference Tutorial: Business Rules: The Why and the What

What are business rules, and how can you apply them effectively in your organization? What pitfalls have other organizations encountered, and how can you avoid them? How can you get up to speed about the very latest in the field? This tutorial tells you what you need to know to get into the express lane for business rules. It provides clear, authoritative insight into the essential concepts, techniques and tools, including best practices for using business rules in business analysis, business process modeling, and decision analysis. Find out what you need to know to be successful in your organization on a point-by-point basis, amplified by far-ranging professional experience. Cut through the hype about technology, methodology and standards. Learn about the key areas of practical importance to your company. If you are looking for a way to get the latest and best scoop on what’s happening, this tutorial is for you. Come prepared with questions you want answered!
  • What business rules are and why they matter
  • How business rules help you achieve true agility
  • How to capture and manage business rules
  • Where business rules fit with the requirements process
  • Pitfalls, lessons learned and best practices
  • The latest trends and emerging standards
More info: http://www.buildingbusinesscapability.com/agenda/2012_details/748/

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AttainingEdge: Business Analysis with Business Rules: From Strategy to Requirements

Location: Online Seminar Overview This highly pragmatic series shows you how to achieve unparalleled success in business analysis. It details the innovative techniques you need for a business-driven approach, and how to apply each for dramatic improvements in the quality of business requirements. Find out how you can achieve simpler, smarter process models, and a huge boost in business agility. The innovative approach taught in this seminar has proven itself time and time again in achieving true business solutions. It enables you to transition smoothly into system requirements and design, and then into successful roll-out of a complete and highly effective business system. More info: http://www.attainingedge.com/online-training-business-analysis-with-business-rules.php

Session 1. Introduction to Business Analysis with Business Rules

Next Session: December 4, 2012 @ 10:30am – 12:00noon (ET)

  • What it means to be business-driven
  • The role of business rules
  • The importance of factoring
  • The importance of audience
  • The art of business re-think
  • Business model vs. system model
  • Steps: developing the business model
  • About the pattern questions for capturing business rules
  • Ensuring complete business alignment
Register Session!

Session 2. Creating a Strategy for the Business Solution

Next Session: December 4, 2012 @ 3:30pm – 5:00pm(ET)

  • How strategy is structured
  • Steps: developing the Policy Charter
  • Identifying and addressing business risks
  • Where business policies and business rules fit
  • Developing and refining the business tactics and business policies
  • Looking for holes in the business solution
  • Getting ready for modeling business processes
  • General pattern questions for harvesting business rules
  • Completion checklist for the Policy Charter
Register Session!

Session 3. Creating Business Process Models and Harvesting the Business Rules

Next Session: December 5, 2012 @ 10:30am – 12:00noon (ET)

  • What is business process from a business perspective
  • Developing business process models with business rules
  • Behavioral rules vs. decision rules
  • Where operational business decisions fit
  • How to avoid gridlock, meltdown and other pitfalls
  • How to handle special scenarios
  • Specific pattern questions for harvesting business rules from business process models
  • Steps: developing the process model
  • Completion checklist for business process models
Register Session!

Session 4. Creating a Business Vocabulary and Harvesting the Business Rules

Next Session: December 5, 2012 @ 3:30pm – 5:00pm(ET)

  • Concept analysis: How to figure out what terms really mean
  • Guidelines for definitions — do’s and don’ts
  • The concept model: Developing a structured business vocabulary
  • Visualization
  • What to avoid
  • Specific pattern questions for harvesting business rules from the concept model
  • Steps: developing the concept model
  • Completion checklist for the concept model
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Session 5. Completing the Business Model: Business Milestones, More Business Rules, Metrics and Rule Management

Next Session: December 6, 2012 @ 10:30am – 12:00noon (ET)

  • Developing business milestones: State transition from the business perspective
  • Specific pattern questions for harvesting business rules from business milestone models
  • Steps: developing the business milestones
  • Completion checklist for business milestones
  • Specific pattern questions for harvesting business rules for locations, links, roles and work products
  • Developing violation responses for behavioral rules
  • Completing the business model
  • Metrics, policy performance and performance indicators
Register Session!

Session 6. Creating Business Requirements from the Business Model

Next Session: December 6, 2012 @ 3:30pm – 5:00pm(ET)

  • Using the business model to develop the system model
  • Steps: developing the system model
  • What the system design must support: ability statements
  • Developing ability statements
  • Business rule management
  • Business alignment – proven results

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AttainingEdge: Business Rule Analysis: Practitioner MasterClass Series

Location: Online Seminar Overview Do your business processes always produce correct and consistent results? If not the problem probably lies with your business rules and decision logic. Business Analysts need the right techniques to fix these problems – process models, use cases, data models and other requirement techniques just aren’t right for the job. This hands-on series will equip you with proven techniques for success. More info: http://www.attainingedge.com/online-training-business-rule-analysis-masterclass.php

Session 1. The why, what and who of business rules

Next Session: October 9, 2012 @ 10:30am – 12:00noon (ET)

  • Why business rules
  • What benefits you can achieve
  • What business rules are, and are not
  • Business rules vs. business processes
  • Kinds of business rules: definitional vs. behavioral
  • How the business should react to violations
  • Business rules and decisions
  • What skills you need to capture business rules effectively
  • What you need to know
Register Session!

Session 2. Eight steps to find and capture business rules

Next Session: October 9, 2012 @ 3:30pm – 5:00pm (ET)

  • Capturing business rules from people’s heads
  • Capturing business rules from great big documents
  • Using facilitated sessions
  • Step-by-step approach
  • What about reverse-engineering business rules from code
  • Do’s and don’ts
Register Session!

Session 3. Eight steps to express clear business rules

Next Session: October 10, 2012 @ 10:30am – 12:00noon (ET)

  • Business policies vs. practicable guidance vs. automated rules
  • The role of business vocabulary
  • Step-by-step approach
  • Clarity and completeness
  • Eliminating ambiguity
  • Addressing exceptions
  • Guidelines
  • What to avoid and why
Register Session!

Session 4. How to analyze and communicate business rules

Next Session: October 10, 2012 @ 3:30pm – 5:00pm (ET)

  • Basic principles for rule analysis
  • Rule quality
  • Handling conflicts
  • Developing business reactions to violations
  • Simplification – When, why and for whom
  • How to validate business rules with business people and SMEs
  • Verification – Examples
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Session 5. Eight steps to set-up decision tables

Next Session: October 11, 2012 @ 10:30am – 12:00noon (ET)

  • When to use decision tables
  • How to set up decision tables
  • Decision tables and business process models
  • What your decision tables should not do
  • Decision tables and business vocabulary
  • Best practices
  • Alternative formats
  • Completeness, subsumption and conflicts
Register Session!

Session 6. Ten steps to start or refine your business rules projects

Next Session: October 11, 2012 @ 3:30pm – 5:00pm (ET)

  • Business rules and requirements
  • Properties of business rules
  • Traceability of business rules
  • Retaining corporate memory
  • Managing the life cycle of business rules
  • Business rule management – examples
  • Business rules and rule engines – implementation examples
  • How to get started

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IRM-UK: (2-Day Seminar) Business Rules and Decision Analysis Masterclass

Location: London, England Overview Do your processes always produce correct and consistent results? If not the problem probably lies with your business rules and decision logic. Business Analysts need the right techniques to fix these problems – process models, use cases, data models and other requirement techniques just don’t do the job. Business Rules are criteria used to judge the correctness of business behavior and to make operational business decisions. Many Business Analysts have not been exposed to the well-formed, in-depth body of best practices and standards developed over the past decade for this area. These techniques have proven invaluable in developing better business requirements. This seminar explains how business rules can be expressed, analyzed, validated, and managed as easily and as quickly as possible. Decisions are choices made in day-to-day business operations. Such decisions are highly repetitive – they might be taking place hundreds or thousands of times per day, per hour, or even per minute. They are predictable and well-structured in terms of the outcomes they produce. New, highly pragmatic techniques have emerged in just the past several years for top-down decision analysis. The results are ultimately organized into decision tables, a set of technique all Business Analysts should know. This hands-on workshop gives you essential tools that can help you achieve order-of-magnitude improvements in business capabilities. The result is simpler, smarter process models and a huge boost in business agility. Learn applied techniques from the recognized world leader in the field. Learning Objectives * Conduct smarter, more effective business analysis * Identify and analyze decisions in business processes * Use the most effective techniques to harvest business rules * Write clear, business-friendly rule statements * Create robust decision tables * Validate business rules and decision logic with business people * Identify anomalies and correct them early * Perform concept analysis * Develop a structured business vocabulary (fact model) * Develop pragmatic visualizations * Establish comprehensive traceability for your business rules * Develop a pragmatic rule management approach More information: http://www.irmuk.co.uk/events/75.cfm

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Business Rules & Events: Two Questions for Zachman re: 3.0

The next time I have dinner with John, I have two questions for him. (He knows I always have new questions for him every time I see him, so he’s more or less prepared for it after all these years.) If anyone talks to him sooner, be sure to ask John these two questions … and please post the answers(!). 1. Where are business rules? (I think I know what he’ll say about this one.) 2. Why did events disappear in this rendition of the Framework? (I don’t know the answer to this one, and though subtle, it may prove to have the most important implications of any adjustment he’s made this time around.)

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AttainingEdge Seminar: Business Rules and Decision Analysis: Hands-On Workshop (2-Day Seminar)

Location:  Toronto, Canada You’ll walk away from this rapid-paced, hands-on workshop ready to develop easy-to-understand business rules for your company in the form of decision tables, unambiguous sentences, or some combination of both, whatever is best-suited for the purpose. You will gain an immediate boost in productivity through sharper analysis and communication skills, both for the business side and the IT side. Here’s how you can take business analysis to the next level of capability. This seminar demystifies business rules and prepares you to capture them in a wide variety of circumstances. It reviews many dozens of real-world examples and templates, many of which you can adapt to your own work. You’ll be prepared with pragmatic techniques to capture and formulate business rules separately from business process models and other kinds of requirements. Everything presented is reinforced via hands-on workshop problems. New to this seminar is the very latest on decision analysis. Proven techniques are presented to identify and analyze decisions in the day-to-day operations of the business and to capture and organize the related business rules in optimal fashion using decision tables. Your intuitive understanding of decision tables will be fined-tuned and made ready for rigorous, effective and smart application. This workshop also demonstrates how to develop smart Q&A dialogs as part of system requirements. Based on business rules and decision tables, these structured dialogs guide users in directed fashion to provide the exact information needed to make each decision correctly. In addition, since the underlying decision logic is highly organized and accessible, the dialogs can be refined rapidly as new insights are gained during actual business operation. This round-trip, business-driven approach not only produces dramatic improvements in system design practices, but also results in a highly dynamic, highly agile work environment. Now the business can learn from its own experience and continuously make itself smarter. More information: http://www.attainingedge.com/Business_Rules_and_Decision_Analysis.php

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AttainingEdge Seminar: Business Rules and Decision Analysis: Hands-On Workshop (2-Day Seminar)

Location:  San Francisco, CA You’ll walk away from this rapid-paced, hands-on workshop ready to develop easy-to-understand business rules for your company in the form of decision tables, unambiguous sentences, or some combination of both, whatever is best-suited for the purpose. You will gain an immediate boost in productivity through sharper analysis and communication skills, both for the business side and the IT side. Here’s how you can take business analysis to the next level of capability. This seminar demystifies business rules and prepares you to capture them in a wide variety of circumstances. It reviews many dozens of real-world examples and templates, many of which you can adapt to your own work. You’ll be prepared with pragmatic techniques to capture and formulate business rules separately from business process models and other kinds of requirements. Everything presented is reinforced via hands-on workshop problems. New to this seminar is the very latest on decision analysis. Proven techniques are presented to identify and analyze decisions in the day-to-day operations of the business and to capture and organize the related business rules in optimal fashion using decision tables. Your intuitive understanding of decision tables will be fined-tuned and made ready for rigorous, effective and smart application. This workshop also demonstrates how to develop smart Q&A dialogs as part of system requirements. Based on business rules and decision tables, these structured dialogs guide users in directed fashion to provide the exact information needed to make each decision correctly. In addition, since the underlying decision logic is highly organized and accessible, the dialogs can be refined rapidly as new insights are gained during actual business operation. This round-trip, business-driven approach not only produces dramatic improvements in system design practices, but also results in a highly dynamic, highly agile work environment. Now the business can learn from its own experience and continuously make itself smarter. More information: http://www.attainingedge.com/Business_Rules_and_Decision_Analysis.php

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AttainingEdge Seminar: Business Analysis with Business Rules: Workshop on Business Requirements & Modeling (2-Day Seminar)

Location: Toronto, Canada This highly pragmatic seminar shows you how to achieve unparalleled success in business analysis. It details the innovative techniques you need for a business-driven approach, and how to apply each for dramatic improvements in the quality of business requirements. Hands-on techniques are discussed for engineering the best possible business solution in 4-6 weeks. Central to the approach is establishing scope, strategy, vocabulary, processes and rules, all from the business perspective. This seminar prepares you with deep, hands-on understanding of how to use highly effective techniques in all these areas. It also lays out roles and responsibilities, especially to ensure active, high-impact participation by business stakeholders with an absolute minimum use of their time. The approach taught in this seminar has proven itself time and time again. It enables you to transition smoothly into system requirements and design, and then into successful roll-out of a complete and highly effective business system. More information: http://www.attainingedge.com/Business_Analysis_With_Business_Rules.php

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