ORACLE UNIFIED METHOD (OUM)
INTRODUCTION
Oracle is evolving the Oracle® Unified Method (OUM) to realize the vision of supporting the entire Enterprise IT lifecycle, including support for the successful implementation of every Oracle product. You can tailor OUM to support your specific project situation. With its ready-made templates, guidelines, and scalable work breakdown structure, OUM provides the programmatic tools you need to manage the risks associated with your project.OUM provides support for Application Implementation, Cloud Application Services Implementation, and Software Upgrade projects as well as the complete range of technology projects including Business Intelligence (BI), Enterprise Security, WebCenter, Service-Oriented Architecture (SOA), Application Integration Architecture (AIA), Business Process Management (BPM), Enterprise Integration, and Custom Software. Detailed techniques and tool guidance is provided, including a supplemental guide related to Oracle UPK and Tutor.
OUM includes three Focus Areas – Manage, Envision, and Implement. OUM's Manage focus area provides a framework in which all types of projects can be planned, estimated, controlled, and completed in a consistent manner. OUM’s Envision focus area deals with development and maintenance of enterprise level IT strategy, architecture, and governance. Envision also assists in the transition from enterprise-level planning and strategy activities to the identification and initiation of specific projects. The Implement focus area provides a framework to develop and implement Oracle-based business solutions with precise development and rapid deployment.
Features
The Oracle®
Unified Method (OUM) Release 6.3 features:
- OUM Cloud Application Services Implementation Approach to the Application Implementation Method (AIM) Mapping
- OUM Project Workplan, available in Primavera format, includes Tasks from OUM's Manage and Implement Focus Areas
- RACI-Responsibility Assignment Technique, Template and Examples
- Document Application Configuration Changes (MC.055) Task and Template
- Top-Level Business Capabilities Diagram (EA.040) Template and Capability Analysis Results Presentation (EA.040) Template
- Maturity Analysis Presentation (ER.015) Template
- Access to Oracle Managed Cloud Services (OMCS) Implementation Training to Aid Project Managers Interfacing with OMCS
- Updated/Enhanced
- OUM Cloud Application Services Implementation Approach Guidance and Templates updated based on Field Input
- Template Functionality and Format revised based on Field Requests, specifically removed Oracle Method Template Engine (OMTE) and converted to Microsoft Office 2007 format
- Template User's Guide revised to address Template Functionality and Format revisions, such as Changing Variables, Updating Field Codes and Removing Yellow Notes
- OUM Microsoft Project Workplan updated to include Document Application Configuration Changes (MC.055) Task and Activity Filter, converted to MS Project 2007 format and removed reliance on OUM-specific Microsoft Project Template (Global.mpt)
- OUM Microsoft Project Workplan User's Guide updated to reflect changes to OUM Microsoft Project Workplan
- Steering Committee Presentation (CMM.020) updated based on Subject Matter Experts Feedback
- Project Management Framework
supporting Tasks and Templates updated based on Subject Matter
Experts Feedback
OUM Approach
OUM is built on five main principles derived from the Unified Process, the Dynamic Systems Development Method (DSDM), and Oracle's legacy methods. Those are:- Iterative and Incremental
- Business Process and Use Case-Driven
- Architecture-Centric
- Flexible and Scalable
- Risk-Focused
Implementation Stages
OUM DOCUMENTS
| [RD] Business Requirements |
| Inception Phase |
| Documents |
| RD.001 Detail Business and System Objectives |
| RD.003 Identify Viewpoints |
| RD.005 Create System Context Diagram |
| RD.011.1 Develop Future Process Model |
| RD.012 Document Present and Future Organization Structures |
| RD.015 Determine KPI Collection and Reporting Strategy |
| RD.020 Obtain High-Level Business Descriptions |
| RD.030 Develop Current Business Process Model |
| RD.034 Document Current Business Baseline Metrics |
| RD.042.1 Develop Glossary |
| RD.045.1 Prioritize Requirements (MoSCoW) |
| RD.055 Detail Supplemental Requirements |
| RD.065 Develop Domain Model (Business Entities) |
| RD.070 Determine Audit and Control Requirements |
| RD.130.1 Develop Baseline Architecture Description |
| RD.134 Identify New Software Release Changes |
| RD.136 Perform Custom Extension Impact Analysis |
| RD.138 Perform Data Impact Analysis |
| RD.140.1 Create Requirements Specification |
| RD.150.1 Review Requirements Specification |
| Elaboration Phase |
| RD.011.2 Develop Future Process Model |
| RD.042.2 Develop Glossary |
| RD.045.2 Prioritize Requirements (MoSCoW) |
| RD.140.2 Create Requirements Specification |
| RD.150.2 Review Requirements Specification |
| Construction Phase |
| RD.042.3 Develop Glossary |
| RD.045.3 Prioritize Requirements (MoSCoW) |
| RD.130.2 Develop Baseline Architecture Description |
| Production Phase |
| RD.160 Convert Project Views to Reusable Viewpoints |
| [RA] Requirements Analysis |
| Inception Phase |
| RA.010 Simulate Business Process |
| RA.015 Develop Business Use Case Model |
| RA.019 Define Project Reference Architecture |
| RA.021.1 Capture User Stories |
| RA.023.1 Develop Use Case Model |
| RA.025.1 Identify Candidate Services |
| RA.027.1 Identify Candidate Business Rules |
| RA.028.1 Populate Business Rules Repository |
| RA.030.1 Validate Conceptual Prototype |
| Elaboration Phase |
| RA.021.2 Capture User Stories |
| RA.023.2 Develop Use Case Model |
| RA.024.1 Develop Use Case Details |
| RA.025.2 Identify Candidate Services |
| RA.026.1 Populate Services Repository |
| RA.027.2 Identify Candidate Business Rules |
| RA.028.2 Populate Business Rules Repository |
| RA.030.2 Validate Conceptual Prototype |
| RA.035 Develop High-Level Software Architecture Description |
| RA.055.1 Document Business Procedures |
| RA.085 Validate Functional Prototype |
| RA.095 Validate User Interface Standards Prototype |
| RA.160 Conduct Business Data Source Gap Analysis |
| RA.170.1 Conduct Data Quality Assessment |
| RA.180.1 Review Use Case Model |
| Construction Phase |
| RA.021.2 Capture User Stories |
| RA.023.3 Develop Use Case Model |
| RA.024.2 Develop Use Case Details |
| RA.025.3 Identify Candidate Services |
| RA.026.2 Populate Services Repository |
| RA.027.3 Identify Candidate Business Rules |
| RA.028.3 Populate Business Rules Repository |
| RA.055.2 Document Business Procedures |
| RA.170.2 Conduct Data Quality Assessment |
| RA.180.2 Review Use Case Model |
| [MC] Mapping and Configuration |
| Inception Phase |
| MC.010.1 Define Business Data Structures |
| MC.020 Define Business Data Structure Setups |
| MC.090.1 Conduct Reporting Fit Analysis |
| Elaboration Phase |
| MC.010.2 Define Business Data Structures |
| MC.030 Map Business Requirements |
| MC.040 Gather Setup Information |
| MC.050.1 Define Application Setups |
| MC.055 Document Application Configuration Changes |
| MC.060 Document Functional Security |
| MC.070 Prepare Configuration Prototype Environment |
| MC.080 Conduct Configuration Prototyping Workshop |
| MC.090.2 Conduct Reporting Fit Analysis |
| MC.100 Define and Estimate Application Extensions |
| MC.110 Define Gap Resolutions |
| Construction Phase |
| MC.050.2 Define Application Setups |
| [AN] Analysis |
| Elaboration Phase |
| AN.035.1 Update Existing Analysis Specification |
| AN.040.1 Develop Analysis Architecture Description |
| AN.050.1 Analyze Data |
| AN.060.1 Analyze Behavior |
| AN.070.1 Analyze Business Rules |
| AN.080.1 Analyze Services |
| AN.085.1 Define Service |
| AN.090.1 Analyze User Interface |
| AN.100.1 Prepare Analysis Specification |
| AN.110.1 Review Analysis Model |
| Construction Phase |
| AN.035.2 Update Existing Analysis Specification |
| AN.040.2 Develop Analysis Architecture Description |
| AN.050.2 Analyze Data |
| AN.060.2 Analyze Behavior |
| AN.070.2 Analyze Business Rules |
| AN.080.2 Analyze Services |
| AN.085.2 Define Service |
| AN.090.2 Analyze User Interface |
| AN.100.2 Prepare Analysis Specification |
| AN.110.2 Review Analysis Model |
| [DS] Design |
| Elaboration Phase |
| DS.020 Define Application Extension Strategy |
| DS.035.1 Update Existing Design Specification |
| DS.040.1 Develop Design Architecture Description |
| DS.050 Determine Design and Build Standards |
| DS.060 Define Business Rules Implementation Strategy |
| DS.070 Define SOA Implementation Strategy |
| DS.080.1 Design Software Components |
| DS.090.1 Design Data |
| DS.100.1 Design Behavior |
| DS.110.1 Design Business Rules |
| DS.120.1 Design Services |
| DS.130.1 Design User Interface |
| DS.140.1 Prepare Design Specification |
| DS.150.1 Develop Database Design |
| DS.160.1 Review Design Model |
| Construction Phase |
| DS.035.2 Update Existing Design Specification |
| DS.040.2 Develop Design Architecture Description |
| DS.080.2 Design Software Components |
| DS.090.2 Design Data |
| DS.100.2 Design Behavior |
| DS.110.2 Design Business Rules |
| DS.120.2 Design Services |
| DS.130.2 Design User Interface |
| DS.140.2 Prepare Design Specification |
| DS.150.2 Develop Database Design |
| DS.160.2 Review Design Model |
| [IM] Implementation |
| Inception Phase |
| IM.005.1 Develop Conceptual Prototype |
| Elaboration Phase |
| IM.005.2 Develop Conceptual Prototype |
| IM.007.1 Prepare Development Environment |
| IM.010 Develop Functional Prototype |
| IM.020 Develop Architectural Foundation |
| IM.040.1 Implement Database |
| IM.053.1 Register Services |
| IM.055.1 Perform Business Rules Implementation (Rules Engine) |
| IM.060.1 Perform Component Review |
| IM.085 Develop User Interface Standards Prototype |
| Construction Phase |
| IM.007.2 Prepare Development Environment |
| IM.040.2 Implement Database |
| IM.050 Implement Components |
| IM.053.2 Register Services |
| IM.055.2 Perform Business Rules Implementation (Rules Engine) |
| IM.060.2 Perform Component Review |
| IM.070 Assemble Components |
| IM.080 Integrate Services |
| IM.090 Create Installation Routines |
| [TE] Testing |
| Inception Phase |
| TE.005.1 Determine Testing Requirements |
| Elaboration Phase |
| TE.005.2 Determine Testing Requirements |
| TE.010 Develop Testing Strategy |
| TE.015.1 Develop Integration Test Plan |
| TE.018.1 Prepare Static Test Data |
| TE.020.1 Develop Unit Test Scripts |
| TE.025.1 Create System Test Scenarios |
| TE.025.2 Create System Test Scenarios |
| TE.030.1 Perform Unit Test |
| TE.035.1 Create Integration Test Scenarios |
| TE.038.1 Prepare Integration Test Environment |
| TE.040.1 Perform Integration Test |
| TE.050.1 Develop System Test Plan |
| TE.060.1 Prepare System Test Environment |
| TE.070.1 Perform System Test |
| TE.072.1 Test Pre-Upgrade Steps |
| TE.073.1 Test Packaged Software Upgrade |
| TE.074.1 Test Post-Upgrade Steps |
| TE.075.1 Perform Post-Upgrade Reconciliation Testing |
| TE.076.1 Review Upgrade Test Results |
| TE.080 Develop Systems Integration Test Plan |
| TE.082 Develop Acceptance Test Plan |
| Construction Phase |
| TE.015.2 Develop Integration Test Plan |
| TE.018.2 Prepare Static Test Data |
| TE.019.1 Collect, Assess and Refine KPI Measurements |
| TE.020.2 Develop Unit Test Scripts |
| TE.025.3 Create System Test Scenarios |
| TE.030.2 Perform Unit Test |
| TE.035.2 Create Integration Test Scenarios |
| TE.038.2 Prepare Integration Test Environment |
| TE.040.2 Perform Integration Test |
| TE.050.2 Develop System Test Plan |
| TE.060.2 Prepare System Test Environment |
| TE.065 Perform Installation Test |
| TE.070.2 Perform System Test |
| TE.072.2 Test Pre-Upgrade Steps |
| TE.073.2 Test Packaged Software Upgrade |
| TE.074.2 Test Post-Upgrade Steps |
| TE.075.2 Perform Post-Upgrade Reconciliation Testing |
| TE.076.2 Review Upgrade Test Results |
| TE.085 Prepare Systems Integration Test Environment |
| TE.090 Develop Systems Integration Test Scenarios |
| TE.100 Perform Systems Integration Test |
| Transition Phase |
| TE.105 Prepare Users for Testing |
| TE.110 Prepare Acceptance Test Environment |
| TE.120 Support Acceptance Test |
| Production Phase |
| TE.019.2 Collect, Assess and Refine KPI Measurements |
| [PT] Performance Management |
| Inception Phase |
| PT.010 Conduct Performance Management Workshop |
| Elaboration Phase |
| PT.020 Define Performance Management Requirements and Strategy |
| PT.030 Define Performance Testing Strategy |
| PT.040 Identify Performance Testing Models and Scenarios |
| PT.050 Design Performance Test Scripts and Programs |
| PT.060 Design Performance Test Data and Load Programs |
| Construction Phase |
| PT.070 Build Performance Test Scripts and Programs |
| PT.080 Construct Performance Test Environment and Database |
| PT.090 Conduct Performance Test Dress Rehearsal |
| Transition Phase |
| PT.100 Execute Performance Test |
| PT.110 Create Performance Test Report |
| Production Phase |
| PT.120 Conduct Production Performance Management |
| [TA] Technical Architecture |
| Inception Phase |
| TA.004 Perform Technical Architecture Impact Analysis |
| TA.010 Conduct Technical Architecture Workshop |
| Elaboration Phase |
| TA.006 Define Technical Prototype Subprojects |
| TA.020 Define Technical Architecture Requirements and Strategy |
| TA.030 Define Integration Requirements and Strategy |
| TA.040 Define Reporting and Information Access Strategy |
| TA.050 Define Disaster Recovery Strategy |
| TA.060 Define System Operations and Management Strategy |
| TA.070 Define Initial Architecture and Application Mapping |
| TA.080 Define Backup and Recovery Strategy |
| TA.090 Develop Security and Control Strategy |
| Construction Phase |
| TA.100 Define System Management Procedures |
| TA.110 Define Operational Testing Plan |
| TA.120 Conduct Operational Testing |
| TA.130 Conduct Backup and Recovery Test |
| TA.140 Conduct Disaster Recovery Test |
| TA.150 Define Final Platform and Network Architecture |
| TA.160 Define System Capacity Plan |
| [CV] Data Acquisition and Conversion |
| Inception Phase |
| CV.010 Define Data Acquisition and Conversion Requirements |
| Elaboration Phase |
| CV.020 Define Data Acquisition, Conversion and Data Quality Strategy |
| CV.025 Define Data Acquisition and Conversion Standards |
| CV.027.1 Perform Data Mapping |
| CV.030.1 Prepare Conversion Environment (Initial Load) |
| CV.035.1 Define Manual Conversion Procedures (Initial Load) |
| CV.040.1 Design Conversion Components (Initial Load) |
| CV.050.1 Prepare Conversion Test Plans (Initial Load) |
| CV.055.1 Implement Conversion Components (Initial Load) |
| CV.060.1 Perform Conversion Component Unit Test (Initial Load) |
| CV.062.1 Perform Conversion Component Business Object Test (Initial Load) |
| CV.063.1 Perform Conversion Component Validation Test (Initial Load) |
| Construction Phase |
| CV.027.2 Perform Data Mapping |
| CV.030.2 Prepare Conversion Environment (Initial Load) |
| CV.035.2 Define Manual Conversion Procedures (Initial Load) |
| CV.040.2 Design Conversion Components (Initial Load) |
| CV.050.2 Prepare Conversion Test Plans (Initial Load) |
| CV.055.2 Implement Conversion Components (Initial Load) |
| CV.060.2 Perform Conversion Component Unit Test (Initial Load) |
| CV.062.2 Perform Conversion Component Business Object Test (Initial Load) |
| CV.063.2 Perform Conversion Component Validation Test (Initial Load) |
| CV.064.1 Install Conversion Components (Initial Load) |
| CV.065.1 Convert and Verify Data (Initial Load) |
| CV.068.1 Clean Data |
| Transition Phase |
| CV.064.2 Install Conversion Components (Initial Load) |
| CV.065.2 Convert and Verify Data (Initial Load) |
| CV.068.2 Clean Data |
| [DO] Documentation |
| Inception Phase |
| DO.010 Define Documentation Requirements and Strategy |
| Elaboration Phase |
| DO.020 Define Documentation Standards and Procedures |
| DO.040 Prepare Documentation Environment |
| Construction Phase |
| DO.060 Publish User Reference Manual |
| DO.070 Publish User Guide |
| DO.080 Publish Technical Reference Material |
| DO.100 Produce Online Help |
| Transition Phase |
| DO.110 Finalize Documentation |
| [OCM] Organizational Change Management |
| Inception Phase |
| OCM.010 Create and Manage Ad Hoc Communications |
| OCM.020 Prepare for Executive Alignment Workshop |
| OCM.030 Conduct Executive Alignment Workshop |
| OCM.040 Build and Deploy Sponsorship Program |
| OCM.050 Prepare for Team-Building Workshop |
| OCM.060 Conduct Team-Building Workshop |
| OCM.070 Design Managers' Project Alignment Workshop |
| OCM.080 Conduct Managers' Project Alignment Workshop |
| OCM.090 Design Change Agent Workshop |
| OCM.100 Conduct Change Agent Workshop |
| OCM.110 Develop Change Readiness Assessment Strategy and Tools |
| OCM.120 Conduct Change Readiness Assessment and Analyze Data |
| OCM.130 Build Communication Strategy and Change Management Roadmap |
| OCM.140 Develop Communication Campaign |
| OCM.150.1 Conduct Change Management Roadmap / Communication Campaign |
| Elaboration Phase |
| OCM.150.2 Conduct Change Management Roadmap / Communication Campaign |
| OCM.155.1 Monitor Change Management Roadmap / Communication Campaign Effectiveness |
| OCM.160 Prepare Business Process Impact Inventory |
| Construction Phase |
| OCM.150.3 Conduct Change Management Roadmap / Communication Campaign |
| OCM.155.2 Monitor Change Management Roadmap / Communication Campaign Effectiveness |
| OCM.170 Collect and Analyze Job Change Data |
| OCM.180 Determine Impact of Job Changes |
| OCM.190 Prepare HR Transition Plan |
| OCM.200 Design Managers' Unit / Department Impact Workshop |
| OCM.210 Conduct Managers' Unit / Department Impact Workshop |
| Transition Phase |
| OCM.150.4 Conduct Change Management Roadmap / Communication Campaign |
| OCM.155.3 Monitor Change Management Roadmap / Communication Campaign Effectiveness |
| OCM.220 Prepare Assessment of Impact on IT Groups |
| OCM.230 Prepare IT Transition Plan |
| Production Phase |
| OCM.150.5 Conduct Change Management Roadmap / Communication Campaign |
| OCM.155.4 Monitor Change Management Roadmap / Communication Campaign Effectiveness |
| OCM.250 Measure Organizational Change Effectiveness |
| OCM.260 Implement IT Transition Plan |
| [TR] Training |
| Inception Phase |
| TR.010.1 Define Training Strategy |
| TR.020 Prepare Project Team Learning Plan |
| TR.030 Prepare Project Team Learning Environment |
| TR.040 Develop Project Team Learningware |
| TR.050 Conduct Project Team Learning Events |
| Elaboration Phase |
| TR.010.2 Define Training Strategy |
| Construction Phase |
| TR.060 Conduct User Learning Needs Analysis |
| TR.070 Develop User Learning Plan |
| TR.080 Develop User Learningware |
| TR.090 Prepare User Learning Environment |
| TR.100.1 Conduct User Learning Events |
| Transition Phase |
| TR.100.2 Conduct User Learning Events |
| [TS] Transition |
| Elaboration Phase |
| TS.020.1 Define Cutover Strategy |
| Construction Phase |
| TS.020.2 Define Cutover Strategy |
| TS.030 Develop Installation Plan |
| TS.040 Design Production Support Infrastructure |
| Transition Phase |
| TS.050 Prepare Production Environment |
| TS.052 Implement Production Support Infrastructure |
| TS.054 Perform Pre-Upgrade Steps |
| TS.055 Upgrade Production Environment |
| TS.056 Perform Post-Upgrade Steps |
| TS.057 Revise Application Setups |
| TS.058 Verify Production Readiness |
| TS.060 Go Production |
| TS.070 Shut Down Legacy System |
| [PS] Operations and Support |
| Production Phase |
| PS.010 Audit System |
| PS.050 Analyze Problems |
| PS.060 Monitor and Respond to System Problems |
| PS.135 Determine Future Functional Enhancements |
| PS.140 Plan Enhancements |
