CDH Community Event: Migrating Your Decision Logic to Next Best Action Designer Framework

In this session, Tim Odeh, Director of Business Excellence for 1:1 CE and Ranjit Modhawadia, Principal Decisioning Architect at Pega discuss the business benefits of migration, and the meaning of true logic migration vs. “lift and shift”. Then they deep dive on planning and assessing the effort involved.

Bring your questions! We are offering a replay of this session with along with live Q&A on November 9th at 11 AM AEDT. Two of Pega’s most experienced consultants in the NBA Designer Framework will be on hand to answer your questions for the entire hour. If you would like to attend this session, please register here.

View the recording… https://players.brightcove.net/1519050010001/default_default/index.html?videoId=6278339898001

The Q&A from this session are posted as replies to this topic. Please continue the discussion there!

Find other CDH Community Events like this one.

The presentation slide deck is attached.

Migrating Your Current Decision Logic to the Next Best Action Designer Framework.pdf (769 KB)

@LindaS “Are the agenda of these workshops/questions available for Partners?”

@Marcus_D What preparation was required for the BAU client team before this engagement was done?

@Marcus_D @noelj If Pega is being upgraded to a newer version (for example 8.5 to 8.6), is it better to migrate to the latest version or can we migrate to an older version?

LDA-- Lead Decisioning Architect or Lead Decisioning Analyst?

@modhr1 Is there an approach to migrate customers to NBAD when they have multi-tenancy requirements, simply put marketing team A cannot see what marketing B is doing (separated data, actions, rules, models, etc) in the same CDH instance. I believe we do not support that at product level but has this been enforced in projects? (Is this the case Ranjit mentioned about his work on a Telco?) Do you have any knowledge about what Product Management plans are?

@LindaS @Marcus_D Is LDA a new certification & role equivalent to LSA in decisioning?

@Marcus_D @noelj What are best practices for the structure of the proposition hierarchy to make the best of the engagement policy on the different levels? Especially if the same actions are used in different contexts.

@noelj We would like to show the same action on different landing pages. One icalls a mulit-level container, the other an single issue/group-level container. The engagement rules differ for the actions.

@noelj What are the best practices related to Taxonomy, actions and treatments which would help migration when we have future advanced versions of NBAD? Like in later versions of CDH.

@Marcus_D @noelj Does he NBA-Designer work on 8.5 version? Do we need to upgrade to 8.6?

@noelj Would you recommend a separate environment to support migration? Or can the development environment be used for a migration project?

@noelj Can NBAD migration from 8.4 to latest versions be automated instead of manual lift and shift approach?

@LindaS Could you please share the link for community Q&A?

@noelj ​ Is it advisable to use downloadable NBA Designer Template during migration? Are there any plans of adding template for Automobile industry in future versions?

@modhr1 Does the wiki cover migration from 8.5 to 8.6 (Pega cloud) especially around pre-requisites needed to take full benefit of customer journeys?

@modhr1 I have a question regarding your 2 phase solution for migrating in-house strategies to NBA: We have a relatively larger size of products (+400x5), journeys and business rules. Could you please share your successful migration experience of your most complex client and how many sprints did it take to complete?

@sundm Absolutely, in fact we welcome any community members who would like to present. Cheri Guadet from CXForward is presenting our November community event. Please find a link for that event Events | Pega Community. You can access recordings and decks from past events at: CDH Community Events - Knowledge Share - Pega Forums

@Marcus_D In general, it is recommended for business partners to go through enablement – to become acquainted with CDH. It can help inform the Migration Alignment Workshop. Also the organizational transformation that @odeht discussed during this session can be very useful.

@sundm Lead Decisioning Architect