best practice

Decision Camp 2014 Call for Speakers

The second annual Decision Camp, a conference on Decision Management best practices and technologies, will be held at the eBay/PayPal Campus in San Jose, October 13 – 15, 2014.  This is a great event that is free to practitioners that got started last year with a very successful first event.  The event will feature sessions for all levels – from beginners to advanced users – and the last day will be devoted to applications of Decision Management in Healthcare and Financial Services. There will also be some hands-on workshops using various Decision Management products as well as attendee-organized Birds of a Feather sessions. The call for speakers is now open and submissions are due by May 31, 2014.

You can get more information on Decision CAMP here and details o

Live Online: BPM Institute Decision Management and Business Rules 101

I am teaching a live online version of the BPM Institute’s Decision Management and Business Rules 101 class on April 9 and 10th, 1-5pm ET each day.

Decision Management and business rules allow the effective automation of decision-making combined with increased business agility. Adopting decision management and business rules technology improves customer service, enables 1:1 marketing, increases straight through processing and more effectively leverages scarce resources.

This course delivers a proven and standards-based approach to identifying, understanding and automating business decisions. With examples drawn from a variety of industries and use cases, this course emphasizes the modeling of decisions and the importance of managing both decisions and business rules over the long term. In addition the course shows how ef

5 steps to decision-centric legacy modernization

Last week I emphasized four key facts about legacy modernization. To move forward you need to find the legacy code that represents business decisions such as a pricing engine (what price is this product for this customer), eligibility logic (is this customer eligible for this offer or service), approval rules (can this claim be auto-approved) and replace those parts of the application with Decision Services.This week I am going to walk through the 5 steps involved in this kind of decision-centric legacy modernization (and don’t forget we have a webinar on legacy modernization coming up with our partner TechBlue).

  1. Analyze the code to find and isolate the decisions.
    The first step is to find the pieces of legacy code that make decision

Live Training: Brainstorm Chicago Decision Management and Business Rules 101

We are teaching Decision Management and Business Rules 101 as part of Brainstorm Chicago April 28, 2014

Decision Management and business rules allow the effective automation of decision-making combined with increased business agility. Adopting decision management and business rules technology improves customer service, enables 1:1 marketing, increases straight through processing and more effectively leverages scarce resources.

This course delivers a proven and standards-based approach to identifying, understanding and automating business decisions. With examples drawn from a variety of industries and use cases, this course emphasizes the modeling of decisions and the importance of managing both decisions and business rules over the long term. In addition the course shows how effective decision management simplifies and improves busines

4 reminders about legacy modernization

Legacy systems remain critical to many (most) organizations and so legacy modernization is still a hot topic (which is why we have a webinar on legacy modernization coming up with our partner TechBlue). With that in mind, as at is has been a while since I blogged on this topic, I thought I would share a few thoughts. First, this week, four key reminders when modernizing legacy applications:

  1. You don’t need to modernize the whole application
    Often you can dramatically improve a legacy application by modernizing just part of it. Many pieces of legacy applications work just fine and have few, if any, change requests pending. Maintaining these pieces as legacy code is not expensive and replacing it all would be high risk so why not leave it alone while focusing on the pieces that don’t work well, especially the pieces that have high maintenance costs.

Legacy Modernization and Decision Management: An Interview with Claye Greene

As part of our ongoing “Meet our Partners Series” I caught up with Claye Greene of TechBlue, a Decision Management Solutions partner. Claye and I are giving a webinar on Best Practices in Targeted Legacy Modernization in Government on March 5 (register here).

Please describe your current role and title and tell us a little about your company

I’m Claye Greene, Managing Director of TechBlue. TechBlue is a management consulting company.  Our primary focus is working with organizations to translate challenges into opportunities, and opportunities into sustainable value.
Si

Webinar: Best Practices in Targeted Legacy Modernization in Government

I am giving a webinar on Best Practices in Targeted Legacy Modernization in Government March 5, 2014 at Noon Eastern with Claye Greene, MD of government solutions provider and Decision Management Solutions partner TechBlue.

Many government organizations are coping with aging legacy systems that are costly to maintain, difficult to change and lack the modern architecture needed to satisfy today’s consumer. Instead of trying to replace an entire system with the high risks and costs involved in such a project, these government organizations are instead adopting a decision management approach and business rules management systems to target their modernization efforts where they have the biggest impact.

In this live webinar we’ll share know how and best practices from their extensive experience helpi

Compliance in Finance – An Interview with Jan Purchase – Part 2

Welcome to Part Two  of my interview with Jan Purchase, Director and Co-Founder of LuxMagi (Part One of the interview is here). Lux Magi are experts in helping their clients automate complex, legal and regulatory compliance processes using business rules technology and decision management.  Jan and I are also giving a webinar on Agile and Cost Effective Financial Compliance: Going Beyond Business Rules with Decision Management February 13, 2014 at 10:00 am EST.

How does Decision Management address compliance challenges beyond what business rules technology offers?

The operational checks and actions required when processing trades, positions and instruments mandated by regulatory strictu

Webinar: Nurture Customer Loyalty With Personalized Messages and Channel Alignment

I am giving a webinar on Nurture Customer Loyalty With Personalized Messages and Channel Alignment for the Association of Strategic Marketing on March 17 at 1:00pm Eastern

More customers are using more channels and with the growth in mobile and other automated channels it’s challenging to deliver personalized, targeted messages across channels and over time. One-size-doesn’t-really-fit-anyone marketing based on simplistic ‘customer-centric’ strategies isn’t getting it done. Companies need to take what they know about their customers and use it to deliver a truly personalized, 1:1 interaction every time a customer interacts with them, no matter which channel.
5 Reasons to Attend

    • Best practices in responding to customers in real time.
    • That decision making is central to personalized

Oracle BIWA Summit January in Redwood Shores

I am giving the opening keynote for the BIWA Summit 2014 January 14-16, 2014 at the Oracle HQ Conference Center in Redwood Shores, CA. It’s an Oracle-focused event, obviously, with some novel and interesting use cases of Oracle Big Data, Exadata, Advanced Analytics/Data Mining, OBIEE, Spatial, Endeca and more. There are opportunities to get hands-on experience with products in the Hands-on Labs, great customer case studies and talks by Oracle Technical Professionals and Partners.  You can even schedule 1:1 time with me and other technical experts.   some interesting conference talks (besides mind) include:

  • Hands-on Lab:  Learn to use Oracle R Enterprise —