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Decisioning Fundamentals

This course is for business users who are responsible for developing Next-Best-Action decision strategies.

Decision Strategy Manager (DSM) is for strategy designers that want to utilize predictive analytics in their applications. This Decisioning Fundamentals course will teach you how to design sophisticated decision strategies in DSM and embed them into an application process through PRPC's process modeler.

Prerequisites

  • None

What you'll learn

By the end of this course, you will be able to successfully:

  • Design sophisticated decision strategies in DSM.

Course Outline

  1. Orientation

    • Overview
    • Downloading Exercise System
    • Completing the Exercises
  2. Decisioning Concepts

    • Decision Management Overview
    • Introduction to Next Best Action
    • Introduction to Predictive Analytics
    • Introduction to Pega Decision Management
  3. Decisioning Artifacts

    • What's in the Decisioning Box
    • Decisioning Landing Pages
    • Decisioning Rule Types
    • Decisioning Flow Shapes
    • Decisioning Components
  4. Intelligent BPM

    • Using Predictive Analytics
    • Using Decision Strategies
  5. Predictive Analytics

    • Project Setup and Data Analysis
    • Model Development
    • Model Analysis and Export
  6. Adaptive Analytics

    • Defining and Using an Adaptive Model
    • Using an Adaptive Model in a Strategy
    • Adaptive Model Lifecycle
    • Adaptive Model Reporting and Analysis
  7. Next Best Action

    • Setting up a Sales Strategy
    • Adding Eligibility to Sales Strategy
    • Prioritizing a Sales Strategy
    • Setting Up a Next Best Offer Strategy
    • Setting up a Next Best Action Strategy
  8. Intelligent Interaction

    • Presenting the Next Best Offer
    • Capturing Customer Responses
    • Customer Interaction History
  9. Batch Decisioning

    • Applying a Strategy in Batch
    • Validating a Decision Strategy Against a Set of Customers
    • Configuring a Batch Execution

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Intermediate

  • Duration

    3 days

  • Platform Version

    6.2

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