Overview

The Pega course is designed to equip participants with the skills to build, deploy, and manage business applications using Pega Platform, a leading Business Process Management (BPM) and Customer Relationship Management (CRM) tool. The course covers Pega’s model-driven approach to building applications, emphasizing process automation, decision-making, case management, and workflow design. Participants will gain hands-on experience with Pega’s development environment, understanding how to create and customize scalable enterprise applications.

Target Audience

  • Business analysts and solution architects
  • IT professionals seeking expertise in Pega
  • Application developers and system architects
  • BPM consultants and process automation engineers
  • Project managers interested in managing Pega implementations

Prerequisites

  • Basic understanding of web-based applications and software development
  • Familiarity with programming concepts is helpful but not required
  • No prior experience with Pega is necessary

Curriculum

Module 1: Introduction to Pega Platform and BPM

  • Overview of Business Process Management (BPM) and its importance
  • Introduction to Pega Platform: features, architecture, and key components
  • Understanding Pega’s model-driven architecture
  • Introduction to Pega’s role in case management and process automation
  • Overview of Pega Express and App Studio for low-code development

Module 2: Pega Platform Setup and Environment

  • Setting up the Pega development environment
  • Navigating Pega Studio (App Studio, Dev Studio, Admin Studio, Prediction Studio)
  • Understanding Pega’s rules-based architecture and application layers
  • Creating your first Pega application: basic setup and configuration
  • Building case types, stages, and steps for process automation

Module 3: Creating Case Management Solutions

  • Introduction to case management and its role in BPM
  • Designing case types, workflows, and stages in Pega
  • Configuring service-level agreements (SLAs) for case progression
  • Implementing case assignments, approvals, and escalations
  • Managing case lifecycle, routing, and exceptions

Module 4: Process Flow Design and Workflows

  • Defining process flows using Pega’s flow rules
  • Designing simple and complex process workflows
  • Implementing subprocesses, parallel processing, and flow actions
  • Automating decision-making using decision rules and conditions
  • Optimizing workflows for efficiency and scalability

Module 5: UI and UX Design in Pega

  • Designing user interfaces with Pega’s UI framework
  • Creating dynamic forms, fields, and sections
  • Using Pega’s layout templates to build responsive applications
  • Customizing user interfaces for different devices (desktop, mobile)
  • Implementing best practices for UX in case and process management

Module 6: Data Modeling and Integration in Pega

  • Introduction to Pega’s data models: data types, properties, and classes
  • Managing data in Pega: data pages, data transforms, and reports
  • Integrating with external systems using REST, SOAP, and APIs
  • Configuring connectors and services for data exchange
  • Implementing best practices for secure and efficient data integration

Module 7: Decision Rules and Logic Automation

  • Understanding decision rules and their importance in automation
  • Configuring decision tables and decision trees
  • Implementing When rules and expressions for conditional logic
  • Automating decision-making with Pega’s decision strategy manager
  • Integrating decision rules into workflows for dynamic process flow

Module 8: Declarative Rules and Process Automation

  • Introduction to declarative rules and their role in Pega
  • Configuring declarative expressions and constraints for automation
  • Implementing forward and backward chaining in decision-making
  • Using declare triggers to automate data updates
  • Managing dependencies and ensuring data consistency with declarative rules

Module 9: Security and Access Control in Pega

  • Overview of Pega’s security model: roles, privileges, and access groups
  • Implementing role-based access control in Pega applications
  • Configuring authentication and authorization mechanisms
  • Managing user roles, portals, and dashboards for different stakeholders
  • Implementing security best practices for Pega applications

Module 10: Reporting and Analytics in Pega

  • Introduction to Pega’s reporting features and tools
  • Designing and generating reports for case and process monitoring
  • Configuring charts, dashboards, and widgets for real-time analytics
  • Implementing Key Performance Indicators (KPIs) and service-level agreements (SLAs)
  • Using Pega’s built-in analytics for process optimization

Module 11: Testing, Debugging, and Deployment

  • Testing Pega applications using Pega Unit and Pega Scenario testing
  • Debugging workflows and processes using Tracer and Clipboard tools
  • Managing rulesets and versions for application updates
  • Packaging and migrating Pega applications across environments
  • Best practices for deployment and continuous integration

Module 12: Advanced Pega Topics: Case Management and AI

  • Advanced case management techniques: case hierarchies and case dependencies
  • Introduction to Pega’s AI capabilities and predictive analytics
  • Using Pega’s Prediction Studio for machine learning model integration
  • Configuring Pega’s natural language processing (NLP) tools
  • Implementing intelligent process automation with Pega’s AI capabilities

Module 13: Capstone Project: Building an End-to-End Pega Application

  • Selecting a real-world business problem for automation using Pega
  • Designing and developing a complete Pega application
  • Implementing case management, decision rules, and workflows
  • Integrating data sources, reports, and dashboards
  • Presenting the capstone project with a detailed application demo

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Features

Real Life Case Studies

Projects modeled on select use cases with implementation of diverse technology concepts

Assignments

All guided classes and courses are mandatorily followed by useful practical assignments

24x7 Expert Support

Every technical query is resolved on demand with readily available expert assistance

Instructor-led Sessions

Technical session conducted under the guidance of qualified and certified educationists

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