Presentation on theme: "Business Rules, the New Decision Model and Agile"— Presentation transcript:
1Business Rules, the New Decision Model and Agile Charles Bozonier, CBAPPrincipal Business Analyst, REIBusiness Analysis Certificate InstructorJust a couple of words up about how I am able to be here in the middle of a very busy workweek.. I work for REI and my manager has been very supportive of the development of each of her analysts. I am not pitching anything and have nothing to sell. This is really just an opportunity to share and learn from one BA to another.
2Learning Objectives Establish a standard business rule method Leverage business rules with decision modelingUtilize decision models to support agile development.Here are the 3 key learning objectives of this discussion
3Do-It-Yourself Rule Practice Rule StructureDefine RuleRelationshipsCollectRefineReviewI don’t have a catchy acronym for this cycle but it contains what I needed in order to get started.Structure – a lot of different opinions are out there about how rules should be written – I decided pick one that is clearly defined and easily understoodRelationships – We know we are going to want rules in a database. This means we are going to have to think about the relationship of rules in order to understand what data about the rule we need to gather when do our collection work.Collecting rules – Although business rules are above the businesses processes and activities, the rules are manifested within the processes. Having process models of the current state is essential to collecting rules as an informed observer.Refine – once the rules are collected they must be refined in the presence of the rule ownerReview – Business rules that are of very good quality are ready for review and approval.
4Resources $40.46 on Amazon $44.40 on Amazon Here are the two texts we used. Dr. Tony Morgan’s excellent text book is a model of how to write a book that enables professionals like ourselves to just do the work. It is prescriptive in nature.Barbara von Halle and Larry Goldberg’s text is just about the best thing since their last five books – We are so fortunate in this profession to have such amazing texts to work from.I also use both of these texts in the course I’ll be teaching next Spring.$40.46 on Amazon$44.40 on Amazon
5You can do thisSolid foundational structure – down to the sentence structure of the individual ruleWe are building an asset that will:Endure for yearsEnable agile developmentThere is an optimal way to workTony Morgan’s book is just a rock solid, complete and rationale revelation to me. A book like this is like finding a real treasure.
6What Rules Will We Target? Focus on highest valueFocus on rules buried in system logic
7How Will We Capture Rules? Current State ReviewRules captured offline in declarative statementsConfirmed and refined with business presentReviewed in final form at the user levelDeclarative Structure - The 4 Rule TypesBasicListEnumerativeQuantitative
8How Will We Write the Rules? Basic constraint pattern:Most business rules will fit in this basic pattern:<determiner> <subject> (must | should) [ not ] <characteristic> [(if | unless) <fact>].Example of basic pattern:A customer must provide the Card Identification number of the credit card used when purchasing online.
9Where Will We Store the Rules? Appropriately accessible by defined rolesReadily shared with the enterpriseReadily updated by Business AnalystsRelational structure is supported
10Who Will Steward the Rules? Designated individuals who understand the rule structure, and can be held responsible for their quality – Typically supported by the BA in alignment with the business owner’s designates.
11When are rules collected? In the order of the related processes criticality or valueHigh value rules firstHigh volume or high risk processes rank over lower volume or lower risk processes.
12Why Model Decisions?Rules are individual statements. However, rules are applied in combination with other rulesRules may be organized in families –Rule families are best understood when modeledThese combinations are referred to as business logic
13Five Characteristics of the Decision Model Defines the business logic assetSimple structure, declarative nature and optimal integrityEasily implemented in technologyNeither language nor a grammar – It is a modelEffectively manage business logic and rules not as lists referenced in a model but in a model of their own.
14Decision Modeling = Agile Business people readily engagedDecision models are pre-workOther models are simplifiedDecision models are reusableTest scripts can be developed soonerBetter business logic quality means less errors
15Demonstration Time!Let’s capture some business rules, model a decision, write an agile story and model a decision in the time we have left.
16The Business RulesAn online customer is only sent business service information messages to their mobile device.“Business Service Information” is defined as communications needed to inform a customer about the status of orders, product recalls and availability of backordered items.An online customer without a mobile device must notified via about order status.
17The Decision Model Mobile device messaging rule family Condition ConclusionBusiness Service InformationMobile Contact NumberIsYesSend message to mobile deviceNoDo not send message to mobile deviceSend message
18User StoryI am a customer and I want a message to be sent to my mobile device when my order is available for pick up so that I will be able to pick it up when I am on the go.
19Mobile device messaging The Decision ModelConclusionConditionBusiness DecisionMobile device messagingSend message to mobile deviceBusiness Service Information is YESMobile Contact Number is YES
20STEP Business Decision Methodology Separate the business decisions from all other aspects – including processTrace the business logic from motivation to code and to manual processesExpress the business logic plainlyPosition the business logic for change