ISIS

Rule Project Evaluation

Customer Company Name
Customer Project Name
Creation Date
Document Version
Document Type
Author
Category Criterion Definition
What is the number of decision points identified in the
Number of DPs application?
What is the complexity of the decision points?
A complex decision point includes for example multiple steps,
Complexity of DPs organized in complex or large workflows.

What is the portion of manual activity in the current decisions?

Decisions Inefficiency (through the use of manuals, documents, spreadsheets, etc...)

How often does the current system render sub-optimal or

imprecise decisions?
Very often, a simplification of the decision implementation drives
sub-optimal decisions. This is a major factor in loosing customers
Decision Points Lack of Decision Quality in competitive markets.

Is the outcome of the decision points gauged against business

KPIs?
For example, an eligibility decision for a given service has direct
Association with KPIs influence on key business KPIs.

How conformant are the decision point to typical BRMS decision

points?
Among typical BRMS uses are compliance and validation,
Decision Typicality filtering, computation of key business attribute, correlation.
What is the complexity of the object model underlying the
Model Complexity decision?

Number of Rules What is the potential number of rules in the decision points?
Rule Source Is the business the primary source of rules?
What is the importance for the Business Units to have direct
Rules Visibility visibility into the implemnted rules?
What is the importance for the Business Units of being able to
Rules Authoring author and maintain the rules?

Business Involvement What is the importance for the Business Units of being able to
Rules Testing perform stand-alone functional testing of the decision points?
What is the importance for the Business Units of being able to
Perform Simulation perform stand-alone simulation for the decision points
What is the importance for the Business Units to share the
governance of the implementation and deployment of the
Shared Governance decision points?
 What is the frequency of change to the business policy and the
underlying rules?
Once a year would be considered low frequency. Once a week
Change Frequency would be considered high frequency.

What is the potential amplitude of change?

High amplitude means having to add large number of rules to
Change handle new aspects of the business. On the other hand, low
amplitude means having to adjust only values in the existing
Change Amplitude rules.

What is the expected speed of deployment for changes?

Frequency of can be low, e.g. once a year, but it may be that
Expected Deployment when the change comes in, it is expected to be deployed in a
Speed matter of days.
What is the importance of being able to audit precisely how the
Auditability Need decisions were taken?
Auditability
What is the importance of being able to render the decision for
Versioning Need different historical version of the business policy?
What is the importance of being able to reuse the decision
Reusability Need services across different applications or channels?

Reusability How much scattered are the rules within in the different tiers of
the current application? Rules can be distributed in the physical
data model, the application code, the business process engine,
Consolidation Need the user interface, etc...

BRMS Fit Evaluation

Number
Consolidation of DPs of DPs
Complexity
Need
Reusability Need Decisions Inefficiency
Versioning Need 5 Lack of Decision Qual
4
Auditability Need 3 Association with K
2
Expected Deployment Speed Decision Typicalit
1
Change Amplitude Model Complexit

Change Frequency Number of Rules

Shared Governance Rule Source
Perform Simulation Rules Visibility
RulesRules
Testing
Authoring
 4
Auditability Need 3 Association with K
2
Expected Deployment Speed Decision Typicalit
1
Change Amplitude Model Complexit

Change Frequency Number of Rules

Shared Governance Rule Source
Perform Simulation Rules Visibility
RulesRules
Testing
Authoring
 Ranking Scale 1 Very Low
2 Low
3 Medium
4 High
5 Very High

Evaluation Points

3 0.5

5 1.9

4 1.0

4 1.0

5 1.9

4 1.0

2 0.2

1 0.0
1 0.0

1 0.0

3 0.5

2 0.2

1 0.0

1 0.0
 3 0.5

2 0.2

2 0.0

4 1.0

2 0.2

2 0.2

2 0.2

Combined evaluation 10.0

of DPs
Decisions Inefficiency
Lack of Decision Quality

Association with KPIs

Decision Typicality

Model Complexity

Number of Rules
Rule Source
Rules Visibility
ng
 Association with KPIs

Decision Typicality

Model Complexity

Number of Rules
Rule Source
Rules Visibility
ng
Threshold 10
Number of criteria 21

Evaluation Points Comment

1 0.00 "Very" low yields no point
2 0.00 "Low" yields no point
3 0.48 All criteria set to "Medium" would yield a 10
4 5.00 Two "High" yield a 10
5 10.00 A single "Very High" yields a 10

Evaluation Points Comment

1 0.00
2 0.24
3 0.48 All criteria set to "Medium" would yield a 10
4 0.95 Half of the criteria set to "High" yields 10
5 1.90 A quarter of the criteria set to "Very High" yields 10