Business Rules Engine Toolkit

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Uncover detailed business rules within your organization area, process or problem domain

 

What is your organization rules engine?

Does your fraud engine support different rules based on customer or account type?

Is there an advantage of your rules being able to be created/edited and tested by business analysts rather than programmers?

How many work spaces does your organization provide to the vendor team members for the duration of the project?

Which situational factors influence the configuration of your organization rules management solution?




...Find the answers to these, and more, questions with this Business Rules Engine Toolkit:

  • Make your business case for standardizing fundamental business rules.
  • Gain greater control over the rules that affect your business operations.
  • Prevent unauthorized or malicious access to your organization rules application.
  • Make a complex system containing many thousands of business rules manageable.
  • Return to the last known good version of your rules.
  • Discover business rules based on the type model.
  • Elicit business rules and other knowledge from human beings.
  • Maximize the workshops coverage of the business area and business rules.
  • Migrate enterprises to business rules.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Business Rules Engine Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Business Rules Engine related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Business Rules Engine specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Business Rules Engine Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Business Rules Engine improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. Are engineers encouraged to consider alternative designs when analysis and investigation indicate special conditions and/or problems exist?

  2. Is it your organizations expectation that all rules of all of the COTS products be in one rules engine or one for each product?

  3. Is there an advantage of your rules being able to be created/edited and tested by business analysts rather than programmers?

  4. Does rules and patterns defined to extract required data from software requirements text are producing the required output?

  5. Do you have your organization rules engine or a personalization engine in place that is usable by your business end users?

  6. How do you plan and engineer flexibility to adapt to changing circumstances for variants of your organization flow?

  7. Have the engine, the servomotor and the navigation equipment been tested and found to be in good condition?

  8. Who is credited for the recycling process the recycler, the user or the source of the recycled material?

  9. How can the evaluation process be used to increase tangible and intangible benefits to your organization?

  10. Are there certain requirements or rules for which it is absolutely hopeless to petition for an exception?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Business Rules Engine book in PDF containing 990 requirements, which criteria correspond to the criteria in...

Your Business Rules Engine self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Business Rules Engine Self-Assessment and Scorecard you will develop a clear picture of which Business Rules Engine areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Business Rules Engine Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Business Rules Engine projects with the 62 implementation resources:

  • 62 step-by-step Business Rules Engine Project Management Form Templates covering over 1500 Business Rules Engine project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Project or Phase Close-Out: What security considerations needed to be addressed during the procurement life cycle?

  2. Risk Audit: Are you willing to seek legal advice when required?

  3. Risk Audit: Can assurance be expanded beyond the traditional audit without undermining independence?

  4. Team Member Status Report: Will the staff do training or is that done by a third party?

  5. Variance Analysis: Is budgeted cost for work performed calculated in a manner consistent with the way work is planned?

  6. Procurement Management Plan: Do Business Rules Engine project managers participating in the Business Rules Engine project know the Business Rules Engine projects true status first hand?

  7. Procurement Audit: Is the weighting set coherent, convincing and leaving little scope for arbitrary and random evaluation and ranking?

  8. Team Performance Assessment: How much interpersonal friction is there in your team?

  9. Source Selection Criteria: Is the offeror pricing what is technically proposed?

  10. Probability and Impact Matrix: What is the best method for analysing the risks for different types of Business Rules Engine projects?

 
Step-by-step and complete Business Rules Engine Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Business Rules Engine project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Business Rules Engine project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Business Rules Engine project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Business Rules Engine project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Business Rules Engine project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Business Rules Engine project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Business Rules Engine project with this in-depth Business Rules Engine Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Business Rules Engine projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Business Rules Engine and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Business Rules Engine investments work better.

This Business Rules Engine All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:Business Rules Engine Checklist Report on RULES.pdf

Checklists:Business Rules Engine Checklist Report on DATA.pdf

Checklists:Business Rules Engine Checklist Report on SOFTWARE.pdf

Checklists:Business Rules Engine Checklist Report on PROCESS.pdf

Checklists:Business Rules Engine Checklist Report on USER.pdf

Checklists:Business Rules Engine Checklist Report on ENGINE.pdf

Checklists:Business Rules Engine Checklist Report on PRODUCT.pdf

Checklists:Business Rules Engine Checklist Report on ORGANIZATION.pdf

Checklists:Business Rules Engine Checklist Report on SERVICE.pdf

Checklists:Business Rules Engine Checklist Report on INFORMATION.pdf

Checklists:Business Rules Engine Checklist Report on WORK.pdf

Checklists:Business Rules Engine Checklist Report on SYSTEM.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Business_Rules_Engine_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Business Rules Engine Self-Assessment Pre-Filled EXAMPLE.xlsx





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Business Rules Engine Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Business_Rules_Engine.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

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