Pega Estate Rationalization

Pyze recovers the requirements for a Pega modernization from the application rules and from how people work, so each journey can be reimagined, consolidated or retired.

Modernization Challenges

The knowledge a transformation requires is spread across rules that are difficult to review at scale and user behavior that has not been measured.

01

Business Rules Hold the Existing Requirements

Years of investment sit in rules and flows. A rewrite that does not use them must reconstruct the requirements from memory.

02

User Behavior Shows How Work Is Performed

What people do differs from what the application is configured to do. A rebuild that copies the configuration also copies the workarounds.

03

Interview-Based Discovery Does Not Scale

Discovery by interview takes weeks per journey. Hundreds of flows make that a multi-year plan before the first build.

Using recovered rules and observed behavior, each journey can be reimagined, consolidated or retired in waves, with each requirement traced to evidence.

How the Engine Works

The engine combines application configuration with observed user behavior.

Input

Pega application

Rules, flows, case types, screens and data model, extracted directly from the platform.

Input

User behavior

What people do across desktop and browser: steps, sequence, time and workarounds.

Pyze engine

1
Reverse engineer the rules

Business intent recovered from the application.

2
Reconcile with behavior

Configured versus observed: gaps, workarounds, unused paths.

3
Generate and measure

Requirements, build artifacts and a measured baseline.

Rationalization map

Reimagine, consolidate or retire, by journey.

BRD, PRD and TRD

Per journey, ready to review.

Constellation build artifacts

Generated from your own components and patterns.

Measured baseline

Adoption and productivity, before and after.

Runs inside your environment with approved models. No public endpoint. Nothing leaves your network.

Configured vs. Observed Behavior

The differences between configuration and observed behavior define the requirement set. Captures from the Pyze demo environment.

Standard application flow showing a multi-system workflow path
Standard Flow
Process inventory with automation scoring and priority ranking
Process Inventory

Deployments in Complex Environments

Execution Intelligence observes how work is done and identifies friction to remove, simplify or automate. Modernization Intelligence recovers rules, flows and screens and generates traceable build artifacts.

Card issuer

Acquisitions

3x faster

Acquisitions transformation with 66% less effort.

Canadian bank

Retail banking

50K+ hours

And $3M+ identified across 11,000 employees in 1,100 retail centers.

Canadian bank

Fraud automation

20% automated

Of 2M+ monthly fraud cases, with 15% less time per case.

European bank

KYC at scale

250K+ hours

And 5M+ euros identified across KYC, transaction monitoring and payments.

Results by Flow

Two anonymized results. Results for your estate are measured the same way.

Large US health insurer

Rules recovered and rebuilt

~2,700
rules
~570
flows
17
case types

Whole application ingested. Business requirements, product requirements and technical design generated for a case type, about 2 days from a configured environment to every deliverable.

Tier 1 card issuer

Journey to production code

3x
faster per flow
52 days manual, 17 days with Pyze
77%
less effort per flow
592 hours manual, 136 hours with Pyze

Per-flow results from a moderate-complexity journey.

Phased Approach

Start with the first journeys, then rationalize the remaining journeys in waves.

What Pyze does

  • Reads your application and observes user behavior inside your environment
  • Reverse engineers the rules and reconciles them with what people do
  • Generates requirements and build artifacts for the first wave

What you receive

  • A mapped rule and flow inventory with business intent
  • BRD, PRD and TRD for the first journeys
  • A gap report: configured versus observed
  • A measured acceleration figure on your own estate

Projected acceleration

50 to 60%

Faster to production than a manual rebuild. Observed at about 3x per flow on a comparable estate. Confirmed on your estate during the first wave.

Scope the First Wave

A working session to pick the first journeys and agree what gets measured.