Business Rules Toolkit

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Ensure your organization develops, with end users, Test Plans and procedures for implementation of added functionality, custom programs, and software upgrades and system patches; coordinates with information technology to test patches/updated logic and overall application upgrades.

More Uses of thE Business Rules Toolkit:

  • Secure that your corporation communicates effectively and timely with clients and stakeholders and brings attention to any issues that are of concern or pose a risk to the project deliverables or overall timeline.

  • Establish consistent Business Processes for Source Data and develop Business Rules and Data Governance policies to ensure integrity and quality of your foundational data assets.

  • Drive: conduct change Impact Analysis to assess the potential implications of changes and document Business Rules, functional specs and requirement to support the change.

  • Establish that your group complies; partners with it (and more specifically the Chief Data Officers and the teams) to translate data requirements and business Process Automation to improvE Business Rules and drive improved Data Quality.

  • Manage existing Business Rules and operating procedures that support business lines and managE Business Rules exceptions; ensure rules documents are updated and maintained.

  • Standardize: successful members of this team collaborate effectively with internal end users, cross functional Software Development teams, and Technical Support/sustaining Engineering teams to solve problems, and implement new solutions.

  • Ensure you liaise; understand and work with multiple data sources to lead the creation of a unified, integrated solution which implements defined Business Rules and supports analytical needs.

  • Be hands on with describing Business Rules as technical artifacts for analysts, business Product Managers, and any functional team that depends on this information.

  • Standardize: document Data Mapping requirements and field level design documents by capturing the data transformations and Business Rules and providing the technical specs as foundation for the subsequent ETL work.

  • Be accountable for ensuring thE Business and technical architecture of the delivered solution matches customer technical and functional requirements, and commits to Customer Success (realization of business benefit).

  • Develop, demonstrate and maintain technical skills to troubleshoot issues, create test scenarios and investigate software issues based on customer product use.

  • Facilitate requirements workshops and Hazard Analysis activities with cross functional science, engineering, and Product Management Teams to elicit and review technical requirements and risk controls for new and sustaining software products.

  • Assure your group serves as a liaison between the client and the information technology organization from project inception through implementation in order to provide Customer Centric solutions that solvE Business needs.

  • Drive robust standard planning processes to managE Business Rules and planning parameters, based on appropriate, Data Driven decisions and correct Data Usage.

  • Confirm your planning complies; conducts Root Cause Analysis in order to evaluate, compare and identify possible solutions aimed at improving current practices and processes, determine Best Practices and solve issues related to business unit operations.

  • Steer: review and establish Business Rules, procedures, Performance Monitoring, standards, processes and metrics to improve operations, and meet organization goals.

  • Make sure that your operation participates in the implementation of Customer Engagement and Product Development plans as functional expert bringing diverse perspective to leverage multiple ways of thinking while developing end user focused Process Solutions.

  • Establish that your organization uses efficient combination of Security Rules, Business Rules, UI Actions, UI Policies, Client Scripts, and Related Lists for optimal application performance.

  • Contribute to the development and implementation of standardized procedures for supporting the reporting function according to Best Practices and Industry Standards.

  • Be accountable for leading projects, supports Application Development Projects, enhancements, and/or maintenance relating to the functional processes of Document Management, Business Rules, program specifications, and database functionality.

  • AnalyzE Business needs through direct input from customers and system research to identify solutions, assess solutions and Business Rules, and document Business Rules using a standardized requirements documentation method.

  • Develop: design, document and analyze thE Business units workflow, Business Rules, activities and trends and compares analyses against the Service Standards and Best Practices.

  • Ensure you cultivate; understand thE Business process; facilitate thE Discovery of entities, attributes, relationships, and Business Rules from functional experts and the User Community.

  • Govern: Software Development processes eliciting user requirements, analyzing and formally documenting Business Needs, processes and workflows, and using defined formats for functional use cases and Business Rules.

  • Be certain that your group complies; this job requires an analyzing who can partner effectively with all levels of your organization, lead others, drive results, proactively identify and resolve problems.

  • Be accountable for documenting requirements, defining project scope and objectives, and working with software and systems architects on designing systems to parallel overall business strategies.

  • Warrant that your enterprise facilitates the identification, analysis, development and documentation of network Process Improvements, network operational Performance Metrics, Process Control and results management identifying indicators for future network improvement opportunities.

  • Confirm your organization ensures alignment between internal stakeholders and customers across all Business Process projects and services using proactive communication and engagement strategies.

  • Confirm your organization ensures alignment between internal stakeholders and customers across assigned Business Process projects and services using proactive communication and engagement strategies.

  • Ensure you do cument; understand the upstream and downstream data impact and directs the development, implementation, and management of control structures and Business Rules used to govern data transformations.


Save time, empower your teams and effectively upgrade your processes with access to this practical Business Rules Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Business Rules 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 specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of thE Business Rules 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 999 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 improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are you making progress, and are you making progress as Business Rules leaders?

  2. How does the team improve its work?

  3. How is progress measured?

  4. What are the success criteria that will indicate that Business Rules objectives have been met and the benefits delivered?

  5. What other organizational variables, as reward systems or Communication Systems, affect the performance of this Business Rules process?

  6. What evidence is there and what is measured?

  7. How likely is the current Business Rules plan to come in on schedule or on budget?

  8. How have you defined all Business Rules requirements first?

  9. What are the disruptivE Business Rules technologies that enable your organization to radically change your Business Processes?

  10. What information do you gather?

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 book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Business Rules 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 Self-Assessment and Scorecard you will develop a clear picture of which Business Rules 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 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 projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Business Rules project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did thE Business Rules Project Team have enough people to execute thE Business Rules Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Business Rules Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 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 project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • DiagnosE Business Rules 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 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 investments work better.

This Business Rules 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.