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Creating and
Managing
Executable Decision
Models with
DecisionsFirst
Modeler and
OpenRules
JamesTaylor
CEO
Dr Jacob Feldman
CTO
©2013 Decision Management Solutions 1
Your Presenters
James Taylor
CEO of Decision
Management Solutions
I work with clients to
improve their business by
applying technology
to automate & improve
decisions
Dr Jacob Feldman
Founder & CTO of OpenRules
I am a hands-on developer
helping OpenRules customers
to create decision making
systems using BR, ML, and
optimization technologies
1 2 3
4 5 6
AGENDA
Decision
Requirements
Models
DecisionsFirst
Modeler and
OpenRules®
From
Requirements to
Execution
Demonstration Next Steps Questions
Decision Requirements
Models
Existing Techniques Are Incomplete
Use Cases
• Key steps are decisions
• Decisions not modeled
Process Models
• Decisions made by tasks
• Peanut Butter Rules
Requirements Lists
• Decisions are required
• How is not modeled
Business Rules
• Big Bucket of Rules
• Details before overview
4©2013 Decision Management Solutions
©2013 Decision Management Solutions
Process And Rules Disconnected
If customer is GoldCustomer
and Home_Equity_Loan_Value is more than $100,000
then college_loan_discount = 0.5%
If member has greater than 3 prescriptions
and prescription’s renewal_date is less than 30 days in the future
then set reminder=“email”
If patient’s age is less than 18
and member’s coverage is “standard”
and member’s number_of_claims does not exceed 4
then set patient’s coverage to “standard”
5
Good Decision Requirements
Information
• What is needed?
• Where does it come
from?
Knowledge
• How to make it
• How to improve it
Precision
• Exactly how?
• Specificity without
technical details
Context
• Application
• Organization
• Business Goals
©2013 Decision Management Solutions 6
©2013 Decision Management Solutions 7
A Decision Requirements Model
Information Knowledge
Precision
DecisionsFirst Modeler
and OpenRules
DecisionsFirst Modeler
Social, collaborative, cloud-based Decision Management
modeling software that puts decisions at the heart of your
business architecture, building better requirements and
driving successful business rules implementations
9©2013 Decision Management Solutions
©2013 Decision Management Solutions 10
DecisionsFirst Modeler
Agile Decision Requirements
• Build diagrams quickly, finding and reusing objects or
importing existing information
Connect Decisions and Business Systems
• Put decisions into context, linking them to process, systems
and organizations.
Collaborate across silos
• Accessible from anywhere, a social powered and
collaborative environment supports multiple perspectives
Integrate with your approach
• Define your own completeness levels and link to your BRMS
OpenRules®
Business Decision Management System
Executable Decision Models
Focused on Subject Matter Experts
Multiple DecisioningTechniques
Open Source
www.OpenRules.com
OpenRules®
From Requirements to
Execution
DecisionsFirst Modeler + OpenRules
14©2013 Decision Management Solutions
OpenRules uses Excel/Google Docs to add implementation logic and test cases.
Requirements become executable
Decision logic is implemented
using OpenRules DecisionTables
©2013 Decision Management Solutions
Collaboration And Integration
15
RepositoryRepository
API Version Control
Demonstration
Next Steps
Recap
DecisionsFirst Modeler
Collaborative, social, cloud-based environment
Provides a simple yet precise definition of your
Decision Requirements
Builds a map for your implementation
OpenRules®
Open Source general purpose Business Decision
Management System
Supports Executable Decision Models created by
subject matter experts in Excel or Google Docs
Validates, deploys, manages, and effectively executes
decision models
©2013 Decision Management Solutions 19
Ways We Can Help – Starter Services
Jump Start Service
2-3 days onsite
Setting up an integration framework specific to your
environment and business objectives
Specifying and developing an initial executable decision
requirements model that you can extend and manage
Technology transfer using DecisionsFirst Modeler and
OpenRules®
Model Building Service
Give us your document
We build an initial decision model
©2013 Decision Management Solutions 20
Start For Free!
DecisionsFirst Modeler
www.decisionsfirst.com
OpenRules®
www.openrules.com
Questions?
Thank You
22
JamesTaylor
james@decisionmanagementsolutions.com
Dr Jacob Feldman
jacobfeldman@openrules.com

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Decision Modeling with OpenRules and DecisionsFirst Modeler

  • 1. Creating and Managing Executable Decision Models with DecisionsFirst Modeler and OpenRules JamesTaylor CEO Dr Jacob Feldman CTO
  • 2. ©2013 Decision Management Solutions 1 Your Presenters James Taylor CEO of Decision Management Solutions I work with clients to improve their business by applying technology to automate & improve decisions Dr Jacob Feldman Founder & CTO of OpenRules I am a hands-on developer helping OpenRules customers to create decision making systems using BR, ML, and optimization technologies
  • 3. 1 2 3 4 5 6 AGENDA Decision Requirements Models DecisionsFirst Modeler and OpenRules® From Requirements to Execution Demonstration Next Steps Questions
  • 5. Existing Techniques Are Incomplete Use Cases • Key steps are decisions • Decisions not modeled Process Models • Decisions made by tasks • Peanut Butter Rules Requirements Lists • Decisions are required • How is not modeled Business Rules • Big Bucket of Rules • Details before overview 4©2013 Decision Management Solutions
  • 6. ©2013 Decision Management Solutions Process And Rules Disconnected If customer is GoldCustomer and Home_Equity_Loan_Value is more than $100,000 then college_loan_discount = 0.5% If member has greater than 3 prescriptions and prescription’s renewal_date is less than 30 days in the future then set reminder=“email” If patient’s age is less than 18 and member’s coverage is “standard” and member’s number_of_claims does not exceed 4 then set patient’s coverage to “standard” 5
  • 7. Good Decision Requirements Information • What is needed? • Where does it come from? Knowledge • How to make it • How to improve it Precision • Exactly how? • Specificity without technical details Context • Application • Organization • Business Goals ©2013 Decision Management Solutions 6
  • 8. ©2013 Decision Management Solutions 7 A Decision Requirements Model Information Knowledge Precision
  • 10. DecisionsFirst Modeler Social, collaborative, cloud-based Decision Management modeling software that puts decisions at the heart of your business architecture, building better requirements and driving successful business rules implementations 9©2013 Decision Management Solutions
  • 11. ©2013 Decision Management Solutions 10 DecisionsFirst Modeler Agile Decision Requirements • Build diagrams quickly, finding and reusing objects or importing existing information Connect Decisions and Business Systems • Put decisions into context, linking them to process, systems and organizations. Collaborate across silos • Accessible from anywhere, a social powered and collaborative environment supports multiple perspectives Integrate with your approach • Define your own completeness levels and link to your BRMS
  • 12. OpenRules® Business Decision Management System Executable Decision Models Focused on Subject Matter Experts Multiple DecisioningTechniques Open Source www.OpenRules.com
  • 15. DecisionsFirst Modeler + OpenRules 14©2013 Decision Management Solutions OpenRules uses Excel/Google Docs to add implementation logic and test cases. Requirements become executable Decision logic is implemented using OpenRules DecisionTables
  • 16. ©2013 Decision Management Solutions Collaboration And Integration 15 RepositoryRepository API Version Control
  • 19. Recap DecisionsFirst Modeler Collaborative, social, cloud-based environment Provides a simple yet precise definition of your Decision Requirements Builds a map for your implementation OpenRules® Open Source general purpose Business Decision Management System Supports Executable Decision Models created by subject matter experts in Excel or Google Docs Validates, deploys, manages, and effectively executes decision models
  • 20. ©2013 Decision Management Solutions 19 Ways We Can Help – Starter Services Jump Start Service 2-3 days onsite Setting up an integration framework specific to your environment and business objectives Specifying and developing an initial executable decision requirements model that you can extend and manage Technology transfer using DecisionsFirst Modeler and OpenRules® Model Building Service Give us your document We build an initial decision model
  • 21. ©2013 Decision Management Solutions 20 Start For Free! DecisionsFirst Modeler www.decisionsfirst.com OpenRules® www.openrules.com