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Education Support Services
Artemis Alliance provides education,
support, and mentoring services on general business rules
concepts and specific problems or skills. These services
are offered in a general classroom-type
setting, or off-site. They can follow the predefined curriculum
or can be customized to address a
specific problem-space or skill.
Persons at all levels of your organization
will benefit from Artemis Alliance’s set of business rules
seminars designed to provide practical, real-world training
along the entire continuum of skills required
to design, plan, and implement a successful business rules
initiative.
Our seminars are progressive, starting
with an introductory course and proceeding to a more detailed
seminar covering the activities involved in implementing
a business rules initiative. Other seminars aim
at providing a focused business rules skill set for business
analysis, project management, and
information technology professionals from conception to
deployment. Upon completion of these
seminars, your team will have gained knowledge and skills
that they can apply immediately to your
business rules initiative.
The Artemis Alliance individual or team
educates, and mentors attendees on the business rules-related
concept. From a technical perspective, topics can range
from very general “What are business rules
and how can my organization leverage them?” to the very
granular “What rule pattern would work best
for this particular situation and how would it fit into
my architecture?” From a business perspective,
topics can be varied as well, from “What are business rules
and how can they benefit my organization?”
to specifically “How processes are created allowing the
business to make necessary changes to its
business rules without adversely affecting the rest of the
system or other business functions?” This
education process is offered in a classroom format in a
half/full day session or a series of sessions.
In the end, attendees garner a better
understanding of automated business rules and the benefits
that
can be realized from both a business and IT perspective,
a defined terminology to ensure everyone is
speaking the same language, a high-level understanding of
the impact of automated business rules,
and an idea of how and where to get started. For detailed
project-specific work, each attendee gains
education and mentoring to overcome an existing challenge
or hurdle, reduce the current level of risk,
and position the project for a higher probability of success.
Courses we currently offer include:
Introduction to Business Rules
Duration: ½ day
Audience: Anyone who wants to understand
business rules and how they can support an
organization’s strategic plan. Previous knowledge of business
rules is not required to attend this
course.
Course description: An introductory course
providing the attendees with a general understanding of
business rules using real-world examples. The course will
move any attendee from the state of “What
is a business rule?” to “I can describe how my organization
can receive value from a business rule set”.
After completing this course, you should
understand:
- What business rules are, and how
they provide value to your organization in meeting its
needs and strategic growth plans.
- The
differences between business rules processes and its
technology, from the technology and processes currently
used at your organization.
- The steps you should follow to identify
how business rules technology is applicable to your
organization’s technical architecture.
- The nature and role of business
and technology resources that should be involved with
such an initiative.
- The cultural and process changes
that can be expected as a result of such an initiative.
- How to identify and measure the
critical success factors in a business rules initiative.
- The hard and soft costs, and values
to be gained from a business rules initiative.
Adopting Business Rules in Your
Organization
Duration: 2 days
Audience: Business and
technology leaders with decision-making, strategic, or
enterprise responsibilities. Attendees need to have a
general knowledge of business rules to receive the
highest benefit from this course.
Course description: To
provide attendees with a deeper understanding of the
activities necessary to implement a business rules
initiative from conception through deployment. In
addition, attendees will see how such an initiative can
change and benefit an organization’s short and long-term
strategy.
After completing this course, you
should be able to:
- Determine the level of your
organization’s preparedness based on the Business
Rules Adoption
Model™.
- Determine the feasibility of a
business rules initiative, and justify the
initiative based on business and technology
interests, taking into account short and long-term
goals, and the cost of investment.
- Develop and implement a plan.
- Evaluate business rule vendors
and their capabilities.
- Define how business rules
technology fits into your current technical
architecture.
- Define team composition
(management, business, IT) including roles, skills,
availability, and responsibilities.
- Identify which rules are the
best candidates for automation using a business
rules engine.
- Identify the location of the
current rules and define the methodology that is
best suited for capturing and extracting them.
- Describe the rules analysis
process.
- Describe the rules
implementation process and how it differs from
typical software development processes.
- Determine how your current
processes will change.
- Develop a plan to manage the
culture change and its impact on the business
(resources, skills required, business process
changes, and overall organization).
- Develop an adoption strategy.
- Decide whether a proof of
concept is necessary.
- Identify and measure the return
on investment (ROI) and return on expenditure (ROE)
of a business rules initiative.
- Identify other business areas
within your organization that might benefit from
business rules.
- Identify the characteristics of
a successful team/process/implementation.
Successful Business Rules
Implementation for Project Managers & Business Analysts
Duration: 3 days
Audience: Project
Management and Business Analysis Professionals involved
with or preparing to embark upon a business rules
initiative. To receive the highest benefit from this
course, attendees should have a general knowledge of
business rules.
Course description:
Provide the expertise required to propose and manage the
key activities, procedures, and processes necessary to
maximize the success of a business rules initiative.
After completing this course, you
should be able to:
- Execute the steps necessary to manage
the project
- Define and communicate the
objectives and goals for this project to your
organization.
- Define and develop a rules based project and an
implementation plan that you can manage to.
- Determine necessary resource skills for a project.
- Define a plan to communicate business rules
concepts and values to the executive leadership.
- Determine work estimates, and define project
milestones and deliverables.
- Initiate and manage the business processes and
cultural changes.
- Assess, mitigate, and escalate risks and returns
specific to a business rules project.
- Identify and execute a change management plan.
- Prepare for business rules best practices within
the project to identify and avoid pitfalls.
- Execute the steps necessary to
manage the requirements activities
- Identify the
business requirements, and how business rules relate
to those requirements.
- Identify the business rules that are part of the
initiative, and their location within your
organization.
- Define ‘good’ rules that meet the long-term,
quality and business requirements of your
organization.
- Define which business processes (new/old or
re-engineered) will be modeled.
- Determine if, when, and how to model
implementation independent rules.
- Integrate business rules analysis into your
software development process.
- Determine the rules, tools, patterns, and
templates that must or may be used.
- Determine the integration of business rules into
other applications and your organization’s
architecture.
- Define who in the organization should be
documenting the rules definition, as well as
managing and modifying the business rules.
- Organize business analysis activities and
communicate clearly to all team members.
- Define the user acceptance testing guidelines.
- Identify and assess the common risks shared
among business analysis, architecture design,
implementation, and others, and communicate those
risks to project executives.
- Define the task completion and success measures.
Successful Business Rules Implementation for Information
Technology Professionals
Duration: 3 days
Audience: Information
Technology professionals involved with or preparing to
embark on a business rules initiative. To receive the
highest benefit from this course, attendee’s should have
a general knowledge of business rules.
Course description:
Provide the knowledge concerning the steps, procedures,
and technology considerations necessary to maximize the
success of a business rules initiative.
After completing this course, you
should be able to:
- Execute basic business rules tasks
- Define and develop a rules based technical
project and an implementation plan that you can
share with the project manager and team.
- Evaluate the technology and capabilities of
business rules vendors, and determine the extent to
which they do or do not meet your business needs.
- Employ business rules best practices, identify
and avoid pitfalls, and know where and when to go
for help.
- Identify the short and long term solutions
available to architect, design, integrate, and
implement business rules into your current IT
environment.
- Determine how to set up the rules system for
long-term flexibility and scalability while managing
the rules integrity across multiple platforms.
- Determine business and IT performance
expectations.
- Define a business object model or a fact-modeled
interface.
- Determine the required skills, roles, and
responsibilities within the team.
- Define a plan to communicate business rules
concepts and values to the executive leadership.
- Provide a plan to train and educate the team(s).
- Identify success criteria, and evaluation and
measurement processes.
- Understand and identify the critical attributes
with which your rules will be managed.
- Execute the steps necessary to
implement, manage, and maintain rules
- Identify
common business rules integration and rules
implementation metaphors and patterns, validate
those rules, and match them to the needs and the
objectives of your initiative.
- Define the process to troubleshoot the rules
implementation.
- Determine how to partition the implementation
rules for deployment.
- Define the process for versioning and promotion
of rules.
- Establish where and by whom the rules should be
managed and implemented.
- Manage deployment of the rules (including
production fixes) into production.
- Design a process to characterize the full impact
of a rule change to the data and business processes.
- Define and manage to the commonly used business
terms and facts of your organization.
- Execute testing tasks
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Evaluate and test the design of the rules.
- Determine the methodology for rules
implementation testing.
- Determine the approach to system and user
acceptance testing, including IT and business test
cases.
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