Business Rules - Agile and Effective Business Analysis

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Charles Bozonier, CBAP
Principal Business Analyst, REI
Business Analysis Certificate Instructor
[email protected]
1.
2.
3.
Establish a standard business rule
method
Leverage business rules with decision
modeling
Utilize decision models to support agile
development.
Rule
Structure
Review
Refine
Define Rule
Relationships
Collect
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 Solid
foundational structure – down to the
sentence structure of the individual rule
 We are building an asset that will:
• Endure for years
• Enable agile development
 There
is an optimal way to work
 Focus
on highest value
 Focus on rules buried in system logic
 Current
State Review
• Rules captured offline in declarative statements
• Confirmed and refined with business present
• Reviewed in final form at the user level
 Declarative
Structure - The 4 Rule Types
• Basic
• List
• Enumerative
• Quantitative
Basic constraint pattern:
 Most business rules will fit in this basic
pattern:



<determiner> <subject> (must | should) [ not ] <characteristic>
[(if | unless) <fact>].
Example of basic pattern:
A customer must provide the Card Identification number of the
credit card used when purchasing online.
 Appropriately
accessible by defined
roles
 Readily shared with the enterprise
 Readily updated by Business Analysts
 Relational structure is supported
 Designated
individuals who understand
the rule structure, and can be held
responsible for their quality – Typically
supported by the BA in alignment with
the business owner’s designates.
 In
the order of the related processes
criticality or value
• High value rules first
• High volume or high risk processes rank over
lower volume or lower risk processes.
 Rules
are individual statements.
However, rules are applied in
combination with other rules
 Rules may be organized in families –
 Rule families are best understood when
modeled
 These combinations are referred to as
business logic
1.
2.
3.
4.
5.
Defines the business logic asset
Simple structure, declarative nature and
optimal integrity
Easily implemented in technology
Neither language nor a grammar – It is a
model
Effectively manage business logic and
rules not as lists referenced in a model
but in a model of their own.
 Business
people readily engaged
 Decision models are pre-work
 Other models are simplified
 Decision models are reusable
 Test scripts can be developed sooner
 Better business logic quality means less
errors
 Let’s
capture some business rules, model
a decision, write an agile story and
model a decision in the time we have left.
 An
online customer is only sent business
service information messages to their
mobile device.
 “Business Service Information” is
defined as communications needed to
inform a customer about the status of
orders, product recalls and availability of
backordered items.
 An online customer without a mobile
device must notified via email about
order status.
Mobile device messaging rule family
Condition
Condition
Business Service
Information
Is
Yes
Mobile Contact
Number
Is
Yes
Is
No
Is
Yes
Is
Yes
Is
No
Conclusion
Send message
to mobile
device
Do not send
message to
mobile device
Send email
message
I
am a customer and I want a message to
be sent to my mobile device when my
order is available for pick up so that I will
be able to pick it up when I am on the go.
Mobile
device
messaging
Business
Decision
Send message
to mobile
device
Conclusion
Condition
Condition
Business
Service
Information
is YES
Mobile
Contact
Number is
YES
Separate the business decisions from all
other aspects – including process
Trace the business logic from motivation
to code and to manual processes
Express the business logic plainly
Position the business logic for change
Questions?
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