How to Succeed with Business Rules: Techniques, Tools and Methodology
Ronald G. Ross
Principal
Business Rule Solutions, LLC
Gladys S.W. Lam
Principal
Business Rule Solutions, LLC
March 4, 2007
3:30 PM - 6:45 PM
Level: Intermediate
In this tutorial, Mr. Ross and Ms. Lam explain how the business rule approach can improve your entire requirements process. Drawing heavily from real-life experience, they detail a carefully crafted step-by-step approach to organize and run your project using practical business rule techniques.
Starting with the business model, they identify each relevant deliverable and show where business rules fit in with them. Specifically, they show how business rules address the issues of motivation and guidance – in other words, the question of “why.” They detail how you can use business rules to develop business tactics in a deliverable called a Policy Charter.
Continuing, they focus on the system model and again discuss how business rules fit with each deliverable. Special emphasis is given to how business-perspective rules differ from system-perspective rules, and what you need to do to translate between the two. Finally, practical refinements to system model deliverables are examined, not only to exploit business rule ideas, but also to maintain a consistent focus on validation and communication from the business perspective. Finally, Mr. Ross and Ms. Lam offer guidelines for how business rules should be expressed, and how they can be managed more effectively.
The business rule approach offers practical new techniques to create more effective business solutions, to blueprint the system model, and to speed-up the requirements process. These innovative methods have proven highly successful in organizations of many different types and sizes. This tutorial gives you the opportunity to brainstorm these new techniques with the leaders in the field. This tutorial will show you how to …
Starting with the business model, they identify each relevant deliverable and show where business rules fit in with them. Specifically, they show how business rules address the issues of motivation and guidance – in other words, the question of “why.” They detail how you can use business rules to develop business tactics in a deliverable called a Policy Charter.
Continuing, they focus on the system model and again discuss how business rules fit with each deliverable. Special emphasis is given to how business-perspective rules differ from system-perspective rules, and what you need to do to translate between the two. Finally, practical refinements to system model deliverables are examined, not only to exploit business rule ideas, but also to maintain a consistent focus on validation and communication from the business perspective. Finally, Mr. Ross and Ms. Lam offer guidelines for how business rules should be expressed, and how they can be managed more effectively.
The business rule approach offers practical new techniques to create more effective business solutions, to blueprint the system model, and to speed-up the requirements process. These innovative methods have proven highly successful in organizations of many different types and sizes. This tutorial gives you the opportunity to brainstorm these new techniques with the leaders in the field. This tutorial will show you how to …
- Ensure completeness in business, data and system models
- Capture and manage business rules
- Communicate more successfully with both the business side and IT
- Accelerate the requirements process
- Use business rules with data and system requirements
- Organize and run a business rules project
Ronald G. Ross
Ron Ross is Co-Founder and Principal of Business Rule Solutions, LLC (BRS). BRS provides workshops, consulting services, publications, and methodology supporting business analysis, business rules, business vocabulary, and rule management. His popular public seminars on business rules and business analysis, the first on business rules (starting in 1996) and the longest-running in the industry, are given through AttainingEdge (www.AttainingEdge.com).
At BRS, Mr. Ross co-develops ProteusR, its landmark business analysis and business rules methodology, which features numerous innovative techniques including the popular RuleSpeakR (available free through www.BRCommunity.com). These are the latest offerings in a 30-year career that has consistently featured creative, business-driven solutions.
Mr. Ross also serves as Executive Editor of www.BRCommunity.com and its flagship on-line publication, Business Rules Journal. He is a regular columnist for the Journal’s Commentary section which also features John Zachman, Chris Date, Terry Halpin, and Roger Burlton. BRCommunity.com, hosted and sponsored by BRS, is a vertical community for professionals working with business rules and related areas. Mr. Ross was formerly Editor of the Data Base Newsletter from 1977 to 1998.
Mr. Ross is recognized internationally as the “father of business rules.” He has served as Co-Chair of the annual Business Rules Forum Conference since 1997. He was a charter member of the Business Rules Group (BRG) in the 1980s, and an editor of the two landmark BRG papers, “The Business Motivation Model: Business Governance in a Volatile World” (2000, revised 2005) and the “Business Rules Manifesto” (2003). He is also active in OMG standards development for business rules and business models, having core involvement in SBVR (Semantics of Business Vocabulary and Business Rules).
Mr. Ross is the author of eight professional books. His newest are: Business Rule Concepts (2005), a second edition of his popular, easy-to-read 1998 handbook, and Principles of the Business Rule Approach, Addison-Wesley (2003), featuring the business rationale and opportunity for business rules. An earlier work, The Business Rule Book (1994, 1997), was the seminal work in the field. Mr. Ross has received several industry awards, including DAMA International’s Individual Achievement Award for 1995.
Gladys S.W. Lam
Gladys S.W. Lam is Principal of Business Rule Solutions, LLC, the most recognized company on business rule methodology, publications, consulting services, and training. She is the co-founder of Business Rule Community (www.BRCommunity.com). She is the co-creator of the BRS Business Rule Methodology, ProteusR, which features numerous innovative business rule techniques including the popular RuleSpeakR. Proteus continues to receive international recognition and is used by companies world-wide.
Ms. Lam speaks internationally at conferences and other professional events. She co-presents public seminars on business rules given through AttainingEdge (www.AttainingEdge.com). She is also Executive Director of the Business Rules Forum, the premier international conference on business rules.
Ms. Lam is a world renowned expert on business rules and IT project management. She has led numerous large-scale companies in adopting the business rule approach. She manages business rule projects that focus on the large-scale capture, analysis and management of business rules. She advises top senior management of large companies on organizational issues and on IT solutions to business problems. She has extensive experience in various business contexts, including business process re-engineering, strategic IT planning, and managing and implementing information systems. Ms. Lam is most recognized for her ability to identify the source of business issues, and for her effectiveness in developing pragmatic approaches to resolve these issues. She has also gained a reputation for fostering positive professional relationships with principals and support staff in projects. Ms. Lam graduated from the University of British Columbia with a Bachelor of Science degree majoring in Computer Science.
Ron Ross is Co-Founder and Principal of Business Rule Solutions, LLC (BRS). BRS provides workshops, consulting services, publications, and methodology supporting business analysis, business rules, business vocabulary, and rule management. His popular public seminars on business rules and business analysis, the first on business rules (starting in 1996) and the longest-running in the industry, are given through AttainingEdge (www.AttainingEdge.com).
At BRS, Mr. Ross co-develops ProteusR, its landmark business analysis and business rules methodology, which features numerous innovative techniques including the popular RuleSpeakR (available free through www.BRCommunity.com). These are the latest offerings in a 30-year career that has consistently featured creative, business-driven solutions.
Mr. Ross also serves as Executive Editor of www.BRCommunity.com and its flagship on-line publication, Business Rules Journal. He is a regular columnist for the Journal’s Commentary section which also features John Zachman, Chris Date, Terry Halpin, and Roger Burlton. BRCommunity.com, hosted and sponsored by BRS, is a vertical community for professionals working with business rules and related areas. Mr. Ross was formerly Editor of the Data Base Newsletter from 1977 to 1998.
Mr. Ross is recognized internationally as the “father of business rules.” He has served as Co-Chair of the annual Business Rules Forum Conference since 1997. He was a charter member of the Business Rules Group (BRG) in the 1980s, and an editor of the two landmark BRG papers, “The Business Motivation Model: Business Governance in a Volatile World” (2000, revised 2005) and the “Business Rules Manifesto” (2003). He is also active in OMG standards development for business rules and business models, having core involvement in SBVR (Semantics of Business Vocabulary and Business Rules).
Mr. Ross is the author of eight professional books. His newest are: Business Rule Concepts (2005), a second edition of his popular, easy-to-read 1998 handbook, and Principles of the Business Rule Approach, Addison-Wesley (2003), featuring the business rationale and opportunity for business rules. An earlier work, The Business Rule Book (1994, 1997), was the seminal work in the field. Mr. Ross has received several industry awards, including DAMA International’s Individual Achievement Award for 1995.
Gladys S.W. Lam
Gladys S.W. Lam is Principal of Business Rule Solutions, LLC, the most recognized company on business rule methodology, publications, consulting services, and training. She is the co-founder of Business Rule Community (www.BRCommunity.com). She is the co-creator of the BRS Business Rule Methodology, ProteusR, which features numerous innovative business rule techniques including the popular RuleSpeakR. Proteus continues to receive international recognition and is used by companies world-wide.
Ms. Lam speaks internationally at conferences and other professional events. She co-presents public seminars on business rules given through AttainingEdge (www.AttainingEdge.com). She is also Executive Director of the Business Rules Forum, the premier international conference on business rules.
Ms. Lam is a world renowned expert on business rules and IT project management. She has led numerous large-scale companies in adopting the business rule approach. She manages business rule projects that focus on the large-scale capture, analysis and management of business rules. She advises top senior management of large companies on organizational issues and on IT solutions to business problems. She has extensive experience in various business contexts, including business process re-engineering, strategic IT planning, and managing and implementing information systems. Ms. Lam is most recognized for her ability to identify the source of business issues, and for her effectiveness in developing pragmatic approaches to resolve these issues. She has also gained a reputation for fostering positive professional relationships with principals and support staff in projects. Ms. Lam graduated from the University of British Columbia with a Bachelor of Science degree majoring in Computer Science.