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Business Architect Essentials

This course is for Business Architects and Analysts who are working on their first Pega 7 application, or who are looking to update their skills and better understand their role.

Learn the core competencies for participating in the design of a business application built on the Pega Platform. Learn how to use Pega's Direct Capture of Objectives approach throughout the application development cycle to identify objectives, requirements, and specifications that can be used to configure application features.

Prerequisites

  • Have some experience developing software applications.
  • Knowledge of the business processes and policies in use at your company.
  • A basic understanding of business application development.
  • Familiarity with one or more project methodologies such as Scrum, RUP or Waterfall.

What you'll learn

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

  • Apply Pega's principles of application design and development to deliver business applications that are Built for Change.
  • Use Pega Express to model the life cycle of a case that mirrors the way business people naturally think about how work gets done.
  • Directly capture business objectives to help ensure business requirements are accurate and that stakeholders share a common understanding of the requirements.
  • Use Designer Studio to refine and enhance the case life cycle design to build a business application. Elicit and analyze the business objectives and requirements for a business application, and communicate them clearly to gain acceptance from stakeholders.
  • Document specifications using business language. Participate in Grooming/Elaboration sessions to help ensure all stakeholders share a common understanding of a business application's design.

Course Outline

  1. Course Introduction

    • Before you begin
  2. Pega's Business Application Platform

    • The Pega Platform
    • Principles of application development
    • Best practices and guardrails
  3. Prototyping an Application using Pega Express

    • Designing a case life cycle
    • Assigning work
    • Enforcing service levels
    • Creating user views
  4. Case Design using Designer Studio

    • Requirements management
    • Managing case life cycle exceptions
    • Adding optional business process events
    • Sending correspondence
    • Guiding users through a business process
    • Designing complex process flows
  5. Report Planning and Design

    • Process visibility through business reporting
  6. Application Analysis

    • Planning for success
    • Defining business objectives
    • Analyzing requirements
    • Writing requirements
    • Creating the application profile
  7. Application Design

    • Design for Success
    • Writing Specifications
    • Delegating Business Rules
  8. Application Elaboration

    • Elaborate for Success
    • Introduction to Grooming/Elaboration sessions
    • Grooming/Elaboration Prep Stage
    • Conducting a Grooming/Elaboration session
    • Grooming/Elaboration session closing and Post stages
    • Grooming/Elaboration session Playback and Approvals stages
    • Resolving Common Grooming/Elaboration Session Challenges
    • Documenting the Application
  9. Course Summary

    • Business Architect course summary

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    4 days

  • Platform Version

    7.2

  • Skill Level

    Beginner

  • Duration

    5 days

  • Platform Version

    7.2

  • Skill Level

    Beginner

  • Duration

    5 days

  • Platform Version

    7.2

  • Skill Level

    Beginner

  • Duration

    4 days

  • Platform Version

    7.2

Have you completed this course?

Recommended next step:

Certified Pega Business Architect (CPBA) Exam
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