2 Day Seminar

Business Analysis with Business Rules:
From Strategy to Requirements

Click here for an in-house quote request or for further information regarding in-house training.

This highly pragmatic seminar and workshop shows you how to achieve unparalleled success in business analysis. It details the innovative techniques you need for a business-driven approach, and how to apply each for dramatic improvements in the quality of business requirements. Find out how you can achieve simpler, smarter process models, and a huge boost in business agility.

The innovative approach taught in this hands-on seminar and workshop has proven itself time and time again in achieving true business solutions. It enables you to transition smoothly into system requirements and design, and then into successful roll-out of a complete and highly effective business system.  Learn state-of-the-art techniques from the world-leader in the field.

Learning Objectives

  • Develop a full business solution not just a system design
  • Involve business stakeholders at the right times and in the right ways
  • Enable stakeholders to understand clearly why each element of the solution is the right one
  • Create a business architecture consisting of business strategy, business process model, business vocabulary and business rules
  • Use pattern questions to harvest business rules
  • Use business rules and a business architecture to develop more robust requirements

Seminar & Workshop Outline

Introduction to Business Analysis with Business Rules

  • What it means to be business-driven
  • The role of business rules
  • The importance of factoring
  • The importance of audience
  • The art of business re-think
  • Business model vs. system model
  • Steps: developing the business model
  • About the pattern questions for capturing business rules
  • Ensuring complete business alignment

Creating a Strategy for the Business Solution

  • How strategy is structured
  • Steps: developing the Policy Charter
  • Identifying and addressing business risks
  • Where business policies and business rules fit
  • Developing and refining the business tactics and business policies
  • Looking for holes in the business solution
  • Getting ready for modeling business processes
  • General pattern questions for harvesting business rules
  • Completion checklist for the Policy Charter


Creating Business Process Models and Harvesting the Business Rules

  • What is business process from a business perspective
  • Developing business process models with business rules
  • Behavioral rules vs. decision rules
  • Where operational business decisions fit
  • How to avoid gridlock, meltdown and other pitfalls
  • How to handle special scenarios
  • Specific pattern questions for harvesting business rules from business process models
  • Steps: developing the process model
  • Completion checklist for business process models


Creating a Business Vocabulary and Harvesting the Business Rules

  • Concept analysis: How to figure out what terms really mean
  • Guidelines for definitions -- do's and don'ts
  • The concept model: Developing a structured business vocabulary
  • Visualization
  • What to avoid
  • Specific pattern questions for harvesting business rules from the concept model
  • Steps: developing the concept model
  • Completion checklist for the concept model


Completing the Business Model: Business Milestones, More Business Rules, Metrics and Rule Management

  • Developing business milestones: State transition from the business perspective
  • Specific pattern questions for harvesting business rules from business milestone models
  • Steps: developing the business milestones
  • Completion checklist for business milestones
  • Specific pattern questions for harvesting business rules for locations, links, roles and work products
  • Developing violation responses for behavioral rules
  • Completing the business model
  • Metrics, policy performance and performance indicators


Creating Business Requirements from the Business Model

  • Using the business model to develop the system model
  • Steps: developing the system model
  • What the system design must support: ability statements
  • Developing ability statements
  • Business rule management
  • Business alignment – proven results


  • Business analysts
  • Business architects
  • Project managers
  • Project leaders
  • Business stakeholders
  • Program managers
  • Product managers
  • Business rule analysts
  • Requirement specialists
  • System analysts

Special Features

  • Based on the instructors’ book ‘Building Business Solutions: Business Analysis with Business Rules’; an IIBA sponsored handbook.  Attendees will receive complimentary copies.
  • Features a continuing hands-on workshop problem to illustrate creation of deliverables in an integrated, interactive fashion.
  • Draws on the instructors' practical experience in hundreds of companies and projects.
BBS   All delegates will receive a copy of the book Building Business Solutions: Business Analysis with Business Rules, an IIBA sponsored handbook, by Ronald Ross with Gladys Lam.
IIBA Accreditation
The International Institute of Business

This course, Business Analysis with Business Rules, is a course endorsed by the IIBA and registered under Business Rule Solution, an IIBA Endorsed Educational Provider. The course is aligned with the BABOK v2.0.  By attending this course you will earn 16 PDs (Professional Development hours) or 16 CDUs (Continuing Development Units).

Presenter's Biographies

Ronald Ross

Ronald G. Ross is Principal and Co-Founder of Business Rule Solutions, LLC, where he actively develops and applies the IPSpeak™ methodology including RuleSpeak®, DecisionSpeak™ andTableSpeak™.

Ron is recognized internationally as the "father of business rules." He is the author of ten professional books including the groundbreaking first book on business rules The Business Rule Book in 1994. His newest are:

Ron serves as Executive Editor of BRCommunity.com and its flagship publication, Business Rules Journal. He is a sought-after speaker at conferences world-wide. More than 50,000 people have heard him speak; many more have attended his seminars and read his books.

He was a charter member of the Business Rules Group (BRG) in the 1980s, and an editor of its Business Motivation Model (BMM)standard and the Business Rules Manifesto. He is active in OMG standards development, with core involvement in SBVR.  Ron holds a BA from Rice University and an MS in information science from Illinois Institute of Technology. For more information about Mr. Ross, visit www.RonRoss.info, which hosts his blog. Tweets: @Ronald_G_Ross

Gladys Lam Gladys S.W. Lam is a world-renowned authority on applied business rule techniques.  She is Principal and Co-Founder of Business Rule Solutions, LLC (BRSolutions.com), the most recognized company world-wide for business rules and decision analysis.  BRS provides methodology, publications, consulting services, and training. Ms. Lam is Co-Creator of Proteus®, the BRS methodology. She is Co-Founder of BRCommunity.com, a vertical community for professionals and home of Business Rules Journal.  She co-authored Building Business Solutions, an IIBA sponsored handbook on business analysis with business rules. Ms. Lam is widely known for her lively, pragmatic style.  She speaks internationally at conferences and other professional events. She co-presents public seminars through AttainingEdge. She is also Executive Director of Building Business Capability (BBC) Conference, which includes the Business Rules Forum and the Business Analysis.  Ms. Lam is a world-renowned expert on business project management, having managed numerous projects that focus on the large-scale capture, analysis and management of business rules.  She advises senior management of large companies on organizational issues and on business solutions to business problems. She has extensive experience in related areas, including BPM, structured business strategy, and managing and implementing information systems.

In-House Training
If you require a quote for running this course in-house, please contact us with the following details:

  • Subject matter and/or speaker required
  • Estimated number of delegates
  • Location (town, country)
  • Number of days required (if different from the public course)
  • Preferred date

Please contact:
Jeanette Hall
E-mail: jeanette.hall@irmuk.co.uk
Telephone: +44 (0)20 8866 8366
Fax: +44 (0) 2036 277202



Ronald Ross
Ronald Ross

Gladys Lam
Gladys Lam

IRM UK Conferences

Innovation, Business Change, and Technology Forum Europe 2017
21-22 March 2017, London

2 co-located conferences
Data Governance Conference Europe 2017
MDM Summit Europe 2017
15-18 May 2017, London

Business Analysis Conference Europe 2017
25-27 September 2017, London

2 co-located conferences
Enterprise Architecture Conference Europe 2017
BPM Conference Europe 2017
16-19 October 2017, London

Enterprise Data and BI Conference Europe 2017
20-23 November 2017, London

Click here to purchase past conference documentation.