Business Architect Essentials Student Guide

192 Pages·2018·5.18 MB·English

by  Pegasystems Inc.

Business Architect Essentials
7.4
Student Guide
©2018
PegasystemsInc.,Cambridge,MA
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DOCUMENT:BusinessArchitectEssentialsStudentGuide
SOFTWAREVERSION:Pega7.4
UPDATED:082018
CONTENTS
COURSE INTRODUCTION 1
Before you begin 2
BusinessArchitectEssentialsoverview 2
INTRODUCTION TO PEGA PLATFORM 3
Pega Platform 4
IntroductiontoPegaPlatform 4
ThemagicofPega 5
PegaPlatformoverview 6
Therolesofteammembers 7
Captureobjectivesdirectlyintheapplication 8
Configuring a Pega Platform application 9
IntroductiontoconfiguringaPegaPlatformapplication 9
Best practices and application guardrails 10
Introductiontobestpracticesandguardrails 10
Purposeofbestpractices 10
Pega'sbestpracticesforprojectsuccess 12
Guardrailsforapplicationdesign 16
THE ROLE OF THE PEGA BUSINESS ARCHITECT 17
Participating in Journey Centric Delivery 18
IntroductiontoparticipatinginJourneyCentricDelivery 18
IntroducingtheroleofaPegaBusinessArchitect 19
JourneyCentricDelivery 20
HowPegaBusinessArchitects(BA)participateinJourneyCentricDelivery 23
Capturing and refining user stories 25
Introductiontocapturingandrefininguserstories 25
HowtouseAgileWorkbenchtocapturebugsandfeedback 26
Managing work in Pega 27
IntroductiontomanagingworkinPega 27
BacklogitemmanagementinPegaPlatform 28
HowtomanageworkinAgileWorkbench 29
DESIGNING A CASE LIFE CYCLE 35
Designing a case life cycle 36
Introductiontodesigningacaselifecycle 36
Caselifecycledesign 37
Stages 39
Stagetransitions 42
Controllingstagetransitions 44
Processes 46
Adding optional actions 48
Introductiontoaddingoptionalactions 48
Optionalactions 49
Addingoptionalactionstoacasetype 52
Guiding users through a case life cycle 53
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Introductiontoguidingusersthroughacaselifecycle 53
Updatingthecasestatus 54
Addinginstructions 56
Defining user views 57
Introductiontodefininguserviews 57
Userviewplanning 58
Guidelinesfordesigninguserviews 60
DataelementsinPegaapplications 63
Configuringuserviews 68
Validating case data 73
IntroductiontoValidatingcasedata 73
Methodsofdatavalidation 74
Howtovalidateuserdatawithcontrols 76
Howtovalidatecasedatawithvalidaterules 82
Validatingaflowactionwithavalidaterule 84
Howtouseeditvalidaterules 89
Managing case-processing dependencies 91
Introductiontomanagingcase-processingdependencies 91
Caserelationships 92
Howtoenforceadependencybetweencasetypes 94
Addingachildcasetoacase 96
Exchanging data between cases 98
Introductiontoexchangingdatabetweencases 98
Datapropagation 99
Propagatingdatawhencreatingacase 101
Updatingdataforanexistingcase 105
Calculatingcasevaluesfromchildcasedata 107
AUTOMATING BUSINESS POLICIES 109
Configuring a service level agreement 110
Introductiontoconfiguringaservicelevelagreement 110
ServicelevelrulesinPegaPlatform 111
Addingaserviceleveltoacase 113
Assignmenturgency 115
Configuringaservicelevelagreementrule 118
Configuring and sending correspondence 122
Introductiontoconfiguringandsendingcorrespondence 122
Automatingcasecommunications 123
Sendinganemailfromacase 125
Howtoconfigurecorrespondence 126
Routing assignments 130
IntroductiontoRoutingAssignments 130
Assignmentrouting 131
Worklistsandworkqueues 133
Configuringassignmentrouting 135
Delegating business rules 143
Introductiontodelegatingbusinessrules 143
Businessruledelegation 144
Bestpracticesforbusinessruledelegation 145
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Howtodelegaterulestobusinessusers 147
Controlling the flow of a case life cycle 150
Introductiontocontrollingtheflowofacaselifecycle 150
Conditionalpathsinacaselifecycle 151
Howtomodeladecisionpointinaprocess 153
Howtoconfiguringprocessingforacase 155
DESIGNING BUSINESS REPORTS 158
Creating business reports 159
Introductiontocreatingreports 159
Theroleofreports 160
Businessandprocessreports 164
TheReportBrowser 167
Howtocreateareport 170
Howtoorganizereportresults 175
Creatingareport 178
Organizingreportresults 181
COURSE SUMMARY 186
Course summary 187
BusinessArchitectEssentialssummary 187
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COURSE INTRODUCTION
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Before you begin
Business Architect Essentials overview
In this course,you learn how Pega Business Architects workwithin the application development
process and how touse Pega's model-driven tools todirectlycapture customer objectives in Pega
Platform. The course alsodiscusses using Pega Platformtodesign a case type tomanage a workflow
and automate business policies.
The exercises in this course are based on Pega Platform7.3. You maynotice slight navigation changes
in the Pega Platformin subsequent releases. The provided instructions and screen captures can be
easilyapplied tothe newer versions. In other cases,supplemental material has been added tothe
course content. Lookfor references tothe current version.
Exercises in this course applyto: Pega Platform7.3,Pega Platform7.4.
Objectives
After completing this course,you should be able to:
Identifythe keynavigational elements of the Pega Express portal
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Describe Pega's Direct Capture of Objectives™ approach toincreasing the speed and accuracyof
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application delivery
Describe the role of the Pega Business Architect in developing a Pega Platformapplication
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Use Pega Platformtomodel a business process using a case life cycle
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Use Pega Platformtocapture and manage user stories,application bugs,and application feedback
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Configure a service level agreement for an assignment
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Configure and send correspondence while processing a case
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Route an assignment tothe appropriate user
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Delegate a business rule toone or more business users
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Create business reports toqueryand present data
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Prerequisites
An understanding of the Scrummethodologyis helpful,but not required for this course.
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INTRODUCTION TO PEGA
PLATFORM
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Pega Platform
Introduction to Pega Platform
Pega Platformis a visuallydriven application development environment that enables you todeliver
applications faster than traditional approaches. People in business and IT roles worktogether,using
visual models tocapture business requirements at anytime.
After this lesson,you should be able to:
Explain the benefits of using a model-driven application design and development approach
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Identifythe keynavigational elements of the Pega Express portal
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Describe the roles of a Business Architect and a SystemArchitect
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Describe Pega's Direct Capture of Objectives™ approach toincreasing the speed and accuracyof
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application delivery
Identifythe high-level responsibilities associated with Pega Platformfor both Pega business
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architects and systemarchitects
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The magic of Pega
In the following video,you learn about the magic of Pega: how it empowers your business; how you can
leverage Pega smart technologytodothe workfor you; how Pega uses Software That Writes Your
Software™; how you run your application where it makes sense for your organization; and how Pega's
application offerings jump start your digital transformation journey. All through the magic of Pega.
Before you learn the technology,take a few minutes toexperience the magic of Pega. The Pega mission
is tochange the waythe world builds software tocreate unprecedented business outcomes by
connecting,engaging,and empowering people. How doyou empower employees tocreate software?
The answer is toget rid of code. Instead of coding apps,business users connect with IT toconfigure
applications using visual tools. This model-driven approach is faster than code and more accurate.
This approach engages everyone —business people and IT —using software totransformyour
business. Pega empowers business people tocreate and evolve the systems theyuse everyday.
How doyou use Pega tocreate this magic?You use Pega’s differentiated capabilities and products.
Empower the business. Pega magic happens when business people use tools that allow themto
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create and evolve the applications theyneed tosuccessfullyrun their businesses.
Systemsdothe work. Pega magic happens when systems dothe work,not people. The systems
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should be smart and leverage Pega technologysuch as decisioning,robotics,and AI todothe work
for you.
Letthe software write the software. Pega magic happens through software that writes your
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software. Business users focus on building value intoapplication using model driven development,
not writing and managing Java code.
Run your application where itmakessense for your organization. Magic happens when Pega
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applications run anywhere —Cloud,on premise,and in topologies such as Pivotal Cloud Foundry
and containers such as Docker. With Pega,you are not tied toa topologyor deployment model. As a
result,Pega allows your systems tobe future-proof.
Jumpstartyour transformation with Pega'sapplication offerings. Pega magic happens when
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you gain advantage in your digital transformation journeybystarting with Pega's customer
engagement and industryapplications. Pega's prebuilt applications allow you todeliver value to
your customers faster than building the application fromscratch. However,if you need the flexibility
tobuild a customapplication you can use Pega Platformtobuild whatever type of application you
want.
You can start your digital transformation fromthe center and workyour wayout using end-to-end
automation. You use visual models toautomate the user process. Extend your model with Pega’s next-
best-action decisioning todynamicallymeet each customer’s needs. When you start with the outcomes
that you want todeliver and workout fromthere,you can radicallytransformthe experience for your
customers. You get value,and you have built for reuse across channels and intothe future.
Here is one example of using the magic of Pega. Tocounter deteriorating market share and the highest
churn rate in the wireless industry,one mobile communications companyneeded tooverhaul its
approach tocustomer care. In just 90 days,the companytransformed its contact center operations
across 1,000 service agents,ensuring the right retention offers for each customer. The companysaw a
40% increase in Net Promoter Score,an 800% increase in customer upgrades tohigher value plans,
and a 50% reduction in post-paid churn,tothe lowest level in companyhistory. All through the magic
of Pega!
Are you readytolearn how touse the magic of Pega?
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