Articles and guides
Practical, plain-English guides to getting your business decisions out of code, spreadsheets and inboxes.
Latest · Product
Why AI agents need deterministic rules to call
AI agents are good at understanding requests. They should not be deciding your credit limits. Why agents need explainable, deterministic rules to call.
· 6 min read
Guides
How to document business rules so people actually use them
Most business rules documents are out of date the day they are signed off. A practical method for documenting rules that stay accurate and useful.
· 6 min read
Guides
Business logic in stored procedures: when it helps and when it hurts
Stored procedures are fast and close to the data. But business logic in stored procedures gets hard to change, test and explain. Here is how to tell.
· 6 min read
Guides
25 business rules examples by department
Real business rules examples from finance, procurement, sales, operations, HR and compliance, written in plain English you can adapt for your own policy.
· 6 min read
Finance operations
A credit limit approval process for B2B that sales and finance both trust
How to design a B2B credit limit approval process that is quick for sales, safe for finance and easy to explain when a customer or auditor asks why.
· 6 min read
Guides
How to build a purchase order approval matrix (with template)
A step-by-step guide to building a purchase order approval matrix that finance can maintain, buyers can follow and auditors can check.
· 6 min read
Microsoft
Dataverse business rules vs plug-ins vs Power Automate: which should hold your logic?
Three ways to put logic into Dataverse, three very different trade-offs. A plain guide to choosing, and when none of them should own the decision.
· 6 min read
Microsoft
Dynamics 365 business rules limitations (and what to do instead)
Dynamics 365 business rules are great for simple form logic. Here is where they run out of road, and what to use when your decisions outgrow them.
· 6 min read
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