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

Semantic Muddle in the Decision Model & Notation (DMN) Standard

Comment by DMN proponent: In common business use the term “decision” is often overloaded to mean “decision output”. So I “make a decision to do X” is the act, whereas I “use the decision as input to another decision” is referring to the decision output. I’m not sure there are any semantic issues with (i.e. possible problems caused by) this overloading? My response: Since DMN is a standard (and in particular claims to be a business standard), then it must stick with its own definition of terms in all cases. Otherwise, in what sense is it a standard (especially a business standard)? In defining “decision” DMN had two fundamental choices (from Merriam-Webster Unabridged dictionary): 1. a : the act of deciding; specifically : the act of settling or terminating (as a contest or controversy) by giving judgment 1. b : a determination arrived at after consideration : SETTLEMENT, CONCLUSION DMN explicitly chose the first meaning. I strongly prefer the second, but then I’m a big fan of all things declarative. So in BRS TableSpeak[1] an outcome by definition is a decision. Since DMN explicitly chose the first meaning, however, an outcome (conclusion) is by definition *not* a decision. A decision is an act, never the result of the act. Hey, I’m just reading what is written in the standard. If DMN somehow allows ‘overloading’ of the term “decision” — the central term in the standard — all bets are off. A term that you can use any way you want when it happens to suit you is a term that has not been standardized at all. The result is semantic muddle. Pretty big deal. Sorry! www.BRSolutions.com  

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Working with Business Rules: Capture, Specification, Analysis & Management

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 Register for full series!

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

Next Session: October 1, 2013 @ 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 1, 2013 @ 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 2, 2013 @ 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 2, 2013 @ 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
Register Session!

Session 5. Eight steps to set-up decision tables

Next Session: October 3, 2013 @ 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 3, 2013 @ 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
Register Session!

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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 Register for full series!

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

Next Session: October 1, 2013 @ 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 1, 2013 @ 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 2, 2013 @ 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 2, 2013 @ 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
Register Session!

Session 5. Eight steps to set-up decision tables

Next Session: October 3, 2013 @ 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 3, 2013 @ 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
Register Session!

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Announcing New Online Interactive Training: Decision Analysis & Decision Tables: All About Modeling Decisions

  Location: Online Interactive Training Why Attend … Working on developing requirements? Wrestling with complex business process models? Harvesting business rules to implement in a rules engine? Many professionals are finding there are big gaps in their current approaches:
  • Their requirements methodology fails to capture and specify decision logic.
  • Their business process models mangle the logic for making decisions.
  • Their decision management platforms support implementation but don’t connect to the business.
This training provides proven, pragmatic solutions. It provides 8 easy steps so you can think clearly before you implement. More info:  http://www.attainingedge.com/online-training-decision-analysis-and-decision-tables.php Register for full series!

Session 1. Business-Friendly Decision Analysis

Next Session: November 20, 2013 @ 10:30am – 12:00noon (ET)

  • Why decision analysis
  • What decisions and decision logic are about
  • The elements of decisions
  • Using DecisionSpeak to ask the right questions
  • Diagramming decision structures (Q-Charts)
  • Question, considerations, outcomes, and exceptions (Q-COEs)
  • What kinds of business rules are suited for decision analysis – and which are not
Register Session 1

Session 2. Analyzing Decisions and Developing Decision Structures

Next Session: November 20, 2013 @ 3:30pm – 5:00pm (ET)

  • How to establish and refine scope for decision analysis
  • Identifying exceptions
  • Delineating subdecisions
  • Kinds of decision dependencies
  • Hybrid dependency diagrams
  • Critical success factors for conducting decision analysis

Session 3. Designing Decision Tables

Next Session: November 21, 2013 @ 10:30am – 12:00noon (ET)

  • How to keep decision tables as simple as possible
  • How to maintain business alignment
  • How to set-up decision tables using TableSpeak
  • When to use which format when
  • Completeness, anomalies and certainty of outcome
  • Vocabulary, integrity (correctness) and validity
  • Pitfalls
  • Best practices

Session 4.Beginning-to-End Decision Analysis

Next Session: November 21, 2013 @ 3:30pm – 5:00pm (ET)

  • 7 steps from initiation to testing
  • Roles and responsibilities for each step
  • What to watch out for in interpreting from sources
  • Sample deliverables
  • How to develop scenarios for testing
  • Complete case studies
  • Implementation: highlighting 3 business rule and decision management platforms

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Will Decision Models Supplant Business Rules?

The answer is no, but read on. RuleSpeak 3.0 featuring tabulation was just recently released. See http://www.brsolutions.com/b_ipspeakprimers.php (free download). RuleSpeak is structured natural language for expressing business rules in the clearest way possible, yet very precisely. I know some people argue that decision models will supplant the need to express any and all individual business rules. Pardon me, but that’s either highly uninformed or not-so-innocently misleading. Having said that, do I think there’s much to be gained from decision analysis and a revival of decision tables (a very old technique)? Absolutely. We’ve been busy fine-tuning methods for a good number of years. I’m glad we waited. The results speak for themselves. See the new DecisionSpeak and TableSpeak (free downloads) on that same webpage. All 3 ‘Speaks’ are highly complementary … as of course they should be! You need all these tools to be successful with business rules. By the way, all 3 ‘Speaks’ are business-oriented and tool-independent … as they should be(!).

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Open Letter re: Decision Models

written in response to Jacob Feldman: http://www.brsolutions.com/2013/05/07/response-to-decisionspeak-tablespeak-annnouncement/ Jacob, Thanks! And I agree with you about the ‘executable’ part. Our emphasis is on business-friendly, business-driven models. I believe DecisionSpeak and TableSpeak move things forward significantly in that regard. There’s no reason why decision models have to be oriented to IT development. If they are robust, they will nonetheless be executable. I would sound a note of caution. Decision models are no silver bullet. There are issues of semantics (vocabulary) and integrity (restrictions) to be addressed. And they don’t cover even the majority of all business rules – especially behavioral rules. If you throw everything you (should) know about business rules out the window when you use decision models, you will be in for a very rude awaking. I’m glad we did not rush to the market. We’ve taken our time to do our homework with respect to theory (which has been out there for a great many years) and to hone our approach in real-life consulting work. I think the results speak for themselves!

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Response to DecisionSpeak / TableSpeak Announcement

guest post by Jacob Feldman First of all, congratulations on your new Primers that provide very detailed convention sets for the decision management domain. I quote from your documents: * DecisionSpeak™, a set of conventions for expressing the meaning of operational business decisions. * TableSpeak™ is a set of conventions for business-friendly representation of decision tables and their meaning (semantics) in declarative fashion. Naturally, my first thought is: can we make these conventions EXECUTABLE? More precisely: Can we help subject matter experts (not programmers) to: – create documents that follow these conventions? – automatically validate (enforce) compliance to these conventions? – execute the compliant documents? After a quick walking through the documents, I think the answers are YES. We, at OpenRules, should be able to build OpenRules templates (in Excel) that supports these conventions and to direct users how to apply these templates to create, validate, and execute concrete decisions, decision tables, and other types of rules. There are certainly many details how better to address certain constructions described in TableSpeak™, but they all look solvable to me. Previously, we provided a similar implementation as soon as another decision modeling methodology (TDM) was published. Now we are working with James Taylor making business requirements created by his newest DecisionFirst Modeler executable. As you know, OpenRules is also working on a reference implementation for the DMN as this standard comes to the age. It would be only natural to provide support for the IPSpeak™ methodology. Based on our previous positive experience working with you, Gladys, and other experts from BRS, I am looking forward to making IPSpeak™ executable. http://openrules.com

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Looking to Find Out What Decision Analysis is About? Make Business Processes & Business Architectures Smart? Design Business-Friendly Decision Tables? Write Business-Friendly Business Rules? >>> Free downloads …

As part of the April announcement of the new 4th edition of my book Business Rule Concepts: Getting to the Point of Knowledge, I’m pleased to make available some additional complementary (and complimentary!) downloads: Decision Analysis – A Primer: How to Use DecisionSpeak and Question Charts (Q-Charts) – 49pp http://www.brsolutions.com/IPSpeakPrimers (free) Decision Tables – A Primer: How to Use TableSpeak – 121pp http://www.brsolutions.com/IPSpeakPrimers (free) Tabulation of Lists in Rulespeak®: A Primer Using “The Following” Clause – 16pp http://www.brsolutions.com/IPSpeakPrimers (free) We’ve comprehensively written-up state-of-the-art experience and insight in these important areas. I hope you will make the most of them! P.S. Do have a look at other items of interest: http://goo.gl/WPV7O  

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