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01 INTRODUCTION
EVERYBODY TALKS ABOUT
DECISION MANAGEMENT,
SO WHAT IS IT?
PITFALLS
DECISION MANAGEMENT
Decision Management
21/03/2019 3The Business Analysts | Decision management – Pitfalls
Origins
Traditionally a process is thought of to be solely
supported by people and tools. The knowledge
that is required for the execution of the process,
is considered as being part of the process itself.
PEOPLE TOOLS
PROCESSES
Decision Management
3The Business Analysts | Decision management – Pitfalls
Origins
The separation of knowledge from the processes
forms the basis for decision management. The
idea is that knowledge guides a process, whereas
the process itself only describes the paths that
must be followed in the different cases.
Traditionally a process is thought of to be solely
supported by people and tools. The knowledge
that is required for the execution of the process,
is considered as being part of the process itself.
PEOPLE TOOLS
PROCESSES
KNOWLEDGE
21/03/2019
Decision Management
4
What is it?
Business rules in natural language
Based on predicate logic
Multiple representation techniques
Structure and traceability
Business rules management system
Multiple representation techniques
⁀
MANAGEMENTDEFINITION
Business-oriented platform
Business rules engine
High integratability
EXECUTION
The Business Analysts | Decision management – Pitfalls21/03/2019
Decision Management
5
Applications
KNOWLEDGE
MANAGEMENT
KNOWLEDGE BASE
DEFINE THE
BUSINESS
POLICIES
CONTROL THE
BUSINESS
BI /
REPORTING
RUN THE
BUSINESS
IT SYSTEMS
COMMUNICATION
BUSINESS RULES
MANAGEMENT
MODEL-DRIVEN
ENGINEERING / SOA /
AGILE DEVELOPMENT
The Business Analysts | Decision management – Pitfalls21/03/2019
Decision Management
5
Applications
KNOWLEDGE
MANAGEMENT
KNOWLEDGE BASE
DEFINE THE
BUSINESS
POLICIES
CONTROL THE
BUSINESS
BI /
REPORTING
RUN THE
BUSINESS
IT SYSTEMS
COMMUNICATION
BUSINESS RULES
MANAGEMENT
BUSINESS RULES
MANAGEMENT SYSTEM
MODEL-DRIVEN
ENGINEERING / SOA /
AGILE DEVELOPMENT
BUSINESS
REQUIREMENTS
IT SYSTEM
DEVELOPMENT
The Business Analysts | Decision management – Pitfalls21/03/2019
Decision Management
5
Applications
KNOWLEDGE
MANAGEMENT
KNOWLEDGE BASE
DEFINE THE
BUSINESS
POLICIES
CONTROL THE
BUSINESS
BI /
REPORTING
RUN THE
BUSINESS
IT SYSTEMS
COMMUNICATION
BUSINESS RULES
MANAGEMENT
BUSINESS RULES
MANAGEMENT SYSTEM
LOGGING
MODEL-DRIVEN
ENGINEERING / SOA /
AGILE DEVELOPMENT
BUSINESS
REQUIREMENTS
IT SYSTEM
DEVELOPMENT
BUSINESS
RULES ENGINE (BRE)
The Business Analysts | Decision management – Pitfalls21/03/2019
Applications
6
Knowledge base
The Business Analysts | Decision management – Pitfalls
Legislation made accessible
Traceability of the source
Publicly available
HET FACILITAIR BEDRIJF
A digital manual on public procure-
ment aimed at both the awarding
organizations and the tenderers.
21/03/2019
Applications
7
IT system development
The Business Analysts | Decision management – Pitfalls
Rules in natural language
Complete and consistent
Easy to exchange
RIZIV
The digitalization of disability appli-
cations to allow for an automatic
validation and awarding.
21/03/2019
Applications
8
Business rules engine
The Business Analysts | Decision management – Pitfalls
No black box for the business
Reuse of rules amongst sets
Modifiable by the business
INFORMATIE VLAANDEREN
Offer a platform as a service that
provides both data enrichment and
a rule engine to other entities.
21/03/2019
02 PITFALLS
DECISION MANAGEMENT
SEEMS EASY, BUT A LOT
OF MISTAKES ARE MADE
PITFALLS
DECISION MANAGEMENT
Definition of business rules
10
Selection of projects
The Business Analysts | Decision management – Pitfalls
Also for non-IT projects
As intermediate solution
Adapters should stay objective
Although the application of decision
management is preferable in a lot
of situations, the efforts (time and
money) should only be invested if it
actually provides an added value.
21/03/2019
Definition of business rules
11
Representation techniques
The Business Analysts | Decision management – Pitfalls
Increase readability
Techniques can be combined
Not always supported by BREs
Different representation techniques
exist for the definition of business
rules. Each technique has its own
goals. Therefor the right technique
must be selected for each use case.
21/03/2019
Definition of business rules
12
Completeness and consistency
The Business Analysts | Decision management – Pitfalls
Prevent gaps / contradictions
Both for rules and rule sets
Doesn’t assure correctness
Each representation technique has
methods to ensure completeness
and consistency by design. If those
methods are not applied (correctly),
these properties aren’t guaranteed.
21/03/2019
Management of business rules
13
No interpretation
The Business Analysts | Decision management – Pitfalls
Use authentic sources
Question everything
Prepare validation sessions
Usually, the person who defines the
rules (especially for the initial rule
set) is not eligible to make any inter-
pretations. A close interaction with
the decision makers is required.
21/03/2019
Management of business rules
14
Solid architecture
The Business Analysts | Decision management – Pitfalls
First design, than apply
Multiple levels to consider
Highly dependent on platform
The number of rules within a rule
set can increase rather quickly, let
alone the number across multiple
rule sets. An architecture prevents
from a so-called big bucket of rules.
21/03/2019
Management of business rules
15
Governance
The Business Analysts | Decision management – Pitfalls
Ensure reviews take place
Multi-layered governance
Highly dependent on platform
Both the definition and the mainte-
nance of a rule set require a reliable
governance. Various responsibilities
such as the modification and the
publication must be assigned.
21/03/2019
Execution of business rules
16
Suitable product
The Business Analysts | Decision management – Pitfalls
Make a list of requirements
Think also non-functional
Avoid pseudo BREs
A wide variety of BREs can be found
on the market. They all come with
their specific functionalities. For a
successful adoption a BRE that fits
your organization must be selected.
21/03/2019
Execution of business rules
17
Technical influences
The Business Analysts | Decision management – Pitfalls
Code like rule definitions
Processes vs declarations
Sometimes reinforced by BRE
Often a BRE is being employed by
the IT department. In most cases
this results in technical influences,
negatively impacting the benefits of
decision management.
21/03/2019
Execution of business rules
18
Input data
The Business Analysts | Decision management – Pitfalls
Limited compared to needs
Pre-processing or rules
GUI vs headless
The input data that is available can
have a big impact on the rule set.
Therefore, it is important to have a
clear view on this data early on in
the definition of the business rules.
21/03/2019

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BA and Beyond 19 Dennis Aarts - Decision management Based on knowledge yet doomed by the lack of it

  • 1.
  • 2. 01 INTRODUCTION EVERYBODY TALKS ABOUT DECISION MANAGEMENT, SO WHAT IS IT? PITFALLS DECISION MANAGEMENT
  • 3. Decision Management 21/03/2019 3The Business Analysts | Decision management – Pitfalls Origins Traditionally a process is thought of to be solely supported by people and tools. The knowledge that is required for the execution of the process, is considered as being part of the process itself. PEOPLE TOOLS PROCESSES
  • 4. Decision Management 3The Business Analysts | Decision management – Pitfalls Origins The separation of knowledge from the processes forms the basis for decision management. The idea is that knowledge guides a process, whereas the process itself only describes the paths that must be followed in the different cases. Traditionally a process is thought of to be solely supported by people and tools. The knowledge that is required for the execution of the process, is considered as being part of the process itself. PEOPLE TOOLS PROCESSES KNOWLEDGE 21/03/2019
  • 5. Decision Management 4 What is it? Business rules in natural language Based on predicate logic Multiple representation techniques Structure and traceability Business rules management system Multiple representation techniques ⁀ MANAGEMENTDEFINITION Business-oriented platform Business rules engine High integratability EXECUTION The Business Analysts | Decision management – Pitfalls21/03/2019
  • 6. Decision Management 5 Applications KNOWLEDGE MANAGEMENT KNOWLEDGE BASE DEFINE THE BUSINESS POLICIES CONTROL THE BUSINESS BI / REPORTING RUN THE BUSINESS IT SYSTEMS COMMUNICATION BUSINESS RULES MANAGEMENT MODEL-DRIVEN ENGINEERING / SOA / AGILE DEVELOPMENT The Business Analysts | Decision management – Pitfalls21/03/2019
  • 7. Decision Management 5 Applications KNOWLEDGE MANAGEMENT KNOWLEDGE BASE DEFINE THE BUSINESS POLICIES CONTROL THE BUSINESS BI / REPORTING RUN THE BUSINESS IT SYSTEMS COMMUNICATION BUSINESS RULES MANAGEMENT BUSINESS RULES MANAGEMENT SYSTEM MODEL-DRIVEN ENGINEERING / SOA / AGILE DEVELOPMENT BUSINESS REQUIREMENTS IT SYSTEM DEVELOPMENT The Business Analysts | Decision management – Pitfalls21/03/2019
  • 8. Decision Management 5 Applications KNOWLEDGE MANAGEMENT KNOWLEDGE BASE DEFINE THE BUSINESS POLICIES CONTROL THE BUSINESS BI / REPORTING RUN THE BUSINESS IT SYSTEMS COMMUNICATION BUSINESS RULES MANAGEMENT BUSINESS RULES MANAGEMENT SYSTEM LOGGING MODEL-DRIVEN ENGINEERING / SOA / AGILE DEVELOPMENT BUSINESS REQUIREMENTS IT SYSTEM DEVELOPMENT BUSINESS RULES ENGINE (BRE) The Business Analysts | Decision management – Pitfalls21/03/2019
  • 9. Applications 6 Knowledge base The Business Analysts | Decision management – Pitfalls Legislation made accessible Traceability of the source Publicly available HET FACILITAIR BEDRIJF A digital manual on public procure- ment aimed at both the awarding organizations and the tenderers. 21/03/2019
  • 10. Applications 7 IT system development The Business Analysts | Decision management – Pitfalls Rules in natural language Complete and consistent Easy to exchange RIZIV The digitalization of disability appli- cations to allow for an automatic validation and awarding. 21/03/2019
  • 11. Applications 8 Business rules engine The Business Analysts | Decision management – Pitfalls No black box for the business Reuse of rules amongst sets Modifiable by the business INFORMATIE VLAANDEREN Offer a platform as a service that provides both data enrichment and a rule engine to other entities. 21/03/2019
  • 12. 02 PITFALLS DECISION MANAGEMENT SEEMS EASY, BUT A LOT OF MISTAKES ARE MADE PITFALLS DECISION MANAGEMENT
  • 13. Definition of business rules 10 Selection of projects The Business Analysts | Decision management – Pitfalls Also for non-IT projects As intermediate solution Adapters should stay objective Although the application of decision management is preferable in a lot of situations, the efforts (time and money) should only be invested if it actually provides an added value. 21/03/2019
  • 14. Definition of business rules 11 Representation techniques The Business Analysts | Decision management – Pitfalls Increase readability Techniques can be combined Not always supported by BREs Different representation techniques exist for the definition of business rules. Each technique has its own goals. Therefor the right technique must be selected for each use case. 21/03/2019
  • 15. Definition of business rules 12 Completeness and consistency The Business Analysts | Decision management – Pitfalls Prevent gaps / contradictions Both for rules and rule sets Doesn’t assure correctness Each representation technique has methods to ensure completeness and consistency by design. If those methods are not applied (correctly), these properties aren’t guaranteed. 21/03/2019
  • 16. Management of business rules 13 No interpretation The Business Analysts | Decision management – Pitfalls Use authentic sources Question everything Prepare validation sessions Usually, the person who defines the rules (especially for the initial rule set) is not eligible to make any inter- pretations. A close interaction with the decision makers is required. 21/03/2019
  • 17. Management of business rules 14 Solid architecture The Business Analysts | Decision management – Pitfalls First design, than apply Multiple levels to consider Highly dependent on platform The number of rules within a rule set can increase rather quickly, let alone the number across multiple rule sets. An architecture prevents from a so-called big bucket of rules. 21/03/2019
  • 18. Management of business rules 15 Governance The Business Analysts | Decision management – Pitfalls Ensure reviews take place Multi-layered governance Highly dependent on platform Both the definition and the mainte- nance of a rule set require a reliable governance. Various responsibilities such as the modification and the publication must be assigned. 21/03/2019
  • 19. Execution of business rules 16 Suitable product The Business Analysts | Decision management – Pitfalls Make a list of requirements Think also non-functional Avoid pseudo BREs A wide variety of BREs can be found on the market. They all come with their specific functionalities. For a successful adoption a BRE that fits your organization must be selected. 21/03/2019
  • 20. Execution of business rules 17 Technical influences The Business Analysts | Decision management – Pitfalls Code like rule definitions Processes vs declarations Sometimes reinforced by BRE Often a BRE is being employed by the IT department. In most cases this results in technical influences, negatively impacting the benefits of decision management. 21/03/2019
  • 21. Execution of business rules 18 Input data The Business Analysts | Decision management – Pitfalls Limited compared to needs Pre-processing or rules GUI vs headless The input data that is available can have a big impact on the rule set. Therefore, it is important to have a clear view on this data early on in the definition of the business rules. 21/03/2019