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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 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
  • 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
    • 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.

Copyright 2010, Artemis Alliance, Inc.