If you’re a longtime reader of InsideProduct, you’re familiar with the idea that business analysts are product people and can move into product management roles.
One reason I believe that is because business analysis is an important subset of product management for dealing with requirements and business rules.
Business rules play a big part in any software product, because they govern the logic that a product applies. In a B2C product business rules come into play when describing how to determine the price of a product, especially one that has options and is configurable.
In a B2B product business rules play an even bigger part, providing guidance on how to route work, and describing the decisions that occur in a business process.
Yet when I looked for resources to share about business rules, I struggled to find any that dealt with business rules from a product management perspective. So the resources I’ve shared below come from the business analysis community or related articles I’ve put together.
That dearth of content has encouraged me to add a technique brief on business rules to my to do list. Let me know if there are particular questions you have about business rules.
Hopefully, these articles provide a bit of insight into what business rules are and how they can be useful for your team.
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Identifying and documenting business rules
Karl Wiegers explains that policies, regulations, standards, and other business rules are important sources of software requirements.
Business rules — or business logic — are statements that define or restrict certain aspects of an organization’s operations or influence the behaviors of people and software systems within the organization. Rules often exist and apply beyond any particular software application.
What are business rules? (And how to implement them)
Every day, every employee in every department makes decisions. Without guidelines, these individual decisions are haphazard and sometimes at odds with each other. But it’s possible to ensure that you align each action with the overall goals of your organization.
All you need are business rules. And you need to implement them in a way that makes your business operations more efficient, not less. The Monday.com team introduces business rules, what they are, and how to do them right.
Escaping the “business rule” trap
Over the years, Vishnu Nair has worked with many organizations and has observed how accumulated business rules pose significant challenges to scalability, transformation and organizational agility. Business rules are operational rules that organizations follow to perform various activities. Over time, as organizations grow and adapt to changing business conditions, they add more and more rules to their software systems. This accumulation can lead to several problems. Vishnu suggests some ways to address those problems with business rules.
A way to record business rules – Examples
Examples are concrete descriptions of the expected behavior of an aspect of a solution using real-life data. Examples are useful for describing a solution and providing guidance on ways to validate it. Using examples to describe a solution is also known as specification by example, behavior-driven development (BDD), or acceptance test driven development (ATDD).
There are two common forms used to convey examples. Both forms arose around the needs of automated testing frameworks.
The first format supported Fit, the Framework for Integrated Test. The intent was to enable stakeholders to provide examples in tools familiar to them (such as a word processor), which developers could then hook up to “fixtures” to produce automated tests. The examples are formatted into tables (which resemble decision tables) in HTML files.
A way to identify and clarify business rules – Example Mapping
Example Mapping is a backlog refinement technique that helps you structure your team’s conversation around a backlog item. The conversation focuses on drawing out all the relevant acceptance criteria (or rules), related scenarios and pertinent questions associated with the backlog item you are discussing.
An example mapping session identifies:
- Examples that can lead to acceptance tests.
- Acceptance criteria that indicate agreed upon constraints about the scope of the story
- Questions about scenarios where your team isn’t clear on expected behavior.
- Assumptions you’re making in order to move forward
- New backlog items you discover because of the discussion or sliced off and deferred from delivery.