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Business Architect Essentials

This course is for students who want to prepare for the role of Pega Business Architect.

In this course, you learn how Pega Business Architects work within the application development process and how to use Pega's model-driven tools to directly capture customer objectives in Pega Platform. The course also discusses using Pega Platform to design a case type to manage a workflow and automate business policies. Delivered on v7.3, exercises in this course are designed to enable users on v7.3 and v7.4. You may notice slight navigation changes between versions.

Prerequisites

  • An understanding of the Scrum project methodology

What you'll learn

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

  • Identify the key navigational elements of the Pega Express portal
  • Describe Pega's Direct Capture of ObjectivesTM approach to increasing the speed and accuracy of application delivery
  • Describe the role of the Pega Business Architect in developing a Pega Platform application
  • Use Pega Platform to model a business process using a case life cycle
  • Use Pega Platform to capture and manage user stories, application bugs, and application feedback
  • Configure a service level agreement for an assignment
  • Configure and send correspondence while processing a case
  • Route an assignment to the appropriate user
  • Delegate a business rule to one or more business users
  • Create business reports to query and present data

Course Outline

  1. Course Introduction

    • Before you begin
    • Completing the course exercises
  2. Introduction to Pega Platform

    • Pega Platform
    • Configuring a Pega Platform application
    • Best practices and application development guardrails
  3. The Role of the Pega Business Architect

    • Participating in Journey Centric Delivery
    • Capturing and refining user stories
    • Managing work in Pega
    • Capstone Exercise: The role of the Pega BA
  4. Designing a Case Life Cycle

    • Designing a case life cycle
    • Adding optional actions to a case type
    • Guiding users through a case life cycle
    • Defining user views
    • Validating case data
    • Managing case-processing dependencies
    • Exchanging data between cases
    • Capstone Exercise: Designing a case life cycle
  5. Automating Business Policies

    • Configuring a service level agreement
    • Configuring and sending correspondence
    • Routing assignments
    • Delegating business rules
    • Controlling the flow of a case life cycle
    • Capstone Exercise: Automating business policies
  6. Designing Business Reports

    • Creating business reports
  7. Solution Build

    • BAE Solution Build
  8. Course Summary

    • Course summary

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level

    Beginner

  • Duration

    4 days

  • Platform Version

    7.4, 7.3

  • Skill Level

    Beginner

  • Duration

    5 days

  • Platform Version

    7.4, 7.3

  • Skill Level

    Beginner

  • Duration

    5 days

  • Platform Version

    7.4, 7.3

Have you completed this course?

Recommended next step:

Certified Pega Business Architect exam
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