Wednesday Jul 23, 2014

OUM Training Program: Project Workplan Overview

Course Description | Access | Training Program

Course Description

The Oracle® Unified Method (OUM) Project Workplan Overview training consists of a collection of short, independent modules that provide information about and a demonstration of key features of the OUM Project Workplan.

The OUM Project Workplan, available in Microsoft Project format, includes tasks from OUM's Manage and Implement Focus Areas and can be: executed at the activity-level or task-level, tailored easily for most OUM Implement views, and updated with effort from the OUM Estimating Model.

  • Audience: Bid Management, Risk Management, Quality Management, Project Management, Program Management, Solution Architects, Team Leads, Delivery Consultants
  • Prerequisites: None
  • Delivery: This training can be taken on-line or downloaded and taken off-line at your leisure
  • Time Required: The duration of the modules ranges from 3 to 40 minutes


Oracle Customers
Customers enrolled in the OUM Customer Program are able to access the training courses from the Oracle Learning Library.

  • Go to the OUM page on the Oracle Learning Library.
  • Select the "OUM Project Management Skills" tab. 

Learn about the OUM Customer Program.

Oracle PartnerNetwork (OPN) Diamond, Platinum, and Gold Partners
OPN Diamond, Platinum, and Gold Partners are able to access the training courses from the OPN Portal.

  • Go to the OPN Portal at
  • Select "Sign In / Register for Account".
  • Sign In.
  • From the Product Resources section, select "Applications".
  • From the Applications page, locate and select the "Oracle Unified Method" link.
  • From the Oracle Unified Method Knowledge Zone, locate the "I want to:" section.
  • From the I want to: section, locate and select "Implement Solutions".
  • From the Implement Solution page, locate the "Best Practices" section.
  • Locate and select the "Download Oracle Unified Method (OUM)" link.
  • Expand the "Training " section.
  • Select the "OUM Training Program" link.
  • Expand the "Level 2" section.
  • Go to the "Level 2 - OUM Project Workplan Overview" sub-section.

Training Program

The Oracle® Unified Method (OUM) Training Program helps to ensure that individuals in delivery and management roles have the level of knowledge about OUM that is required for them to competently perform their job.

The Program consists of four levels of training:

  • Level 1 – Overview and Awareness
  • Level 2 – Focus Area Overviews for Manage, Envision, Implement
  • Level 2 – Cloud Application Services Implementation Approach Overview
  • Level 2 – Use Case Overview
  • Level 3 – Gathering Requirements using OUM
  • Level 4D – Discipline-specific Delivery Readiness

Levels 1, 2, and 4 are online, self-service courses. Level 3 is a two-day, instructor-led course available for a fee. 

Friday Dec 23, 2011

Do you have OUM work product “samples” to share?

Often I am asked for examples of Oracle Unified Method (OUM) work products.  These requests come from many interested parties; clients, partners and Oracle consultants. 

In OUM, the output of a task or activity is called a work product to eliminate the risk of having method deliverables confused with contractual deliverables. Contractual deliverables are specifically referenced in the contract and often have a payment schedule associated with their acceptance. Contractual deliverables may be method work products, but they may also reference additional deliverables not documented by the method.

In addition, not every work product referenced in the method material is required for a given project. The required work products are based on specific project scope.

OUM refers to real-world project artifacts (work products and deliverables) --- “samples”.  For some tasks OUM provides “examples” these are somewhat helpful in understanding how to use an OUM work product template.  “Examples” are usually based on the “Ski Now” case study used in OUM training materials. But real-world sample artifacts are like “gold” to people who are using OUM for the first time.

Of course, we all know sharing of actual project samples happens, especially within partner, client, and Oracle internal organizations.  But people are often hesitant to put forth a project artifact as a “leading practice” outside of their organization and often even exclude anyone outside of the immediate project from seeing how they used OUM to create a work product or deliverable.

Early on in OUM history, people used this unwillingness to “share” samples as a form of resistance to change.  This was a true lesson in organizational change management resistance techniques for me, professionally speaking.  They would say, “Well you don’t have any project samples that must mean no one is using it”!  But, I had seen the samples!  I just didn’t have the authorization to share them, sometimes even within Oracle because of contractual agreements.

In other cases, I’d review samples and think (to myself)… maybe better training up front would have avoided the mixed-results of the project team.  These aren’t leading practices; they are at best, people struggling because no one committed the time to train the project team. 

The interesting thing is that samples exist, but they are “Top Secret”!  When, the simple act of sharing would benefit everyone!  It also helps OUM improve when we can see how people have tailored or combined the work products in their samples.  On some projects makes sense to combine several templates into one sample.

No one seems to want to “share” samples across organizations.  How can it be that everyone wants to see them, but no one wants to share their project artifacts? 

  1. Often people are intimidated about putting their work out for review, because they expect to have to defend their choices.
  2. Sometimes, it is due to the fact that the System Under discussion (SuD) is highly proprietary in nature. 
  3. Most often, I think it is just a matter of having enough time, because we are all busy, working hard to get the work done, and sharing is a “nice to have”. 

Those are my top three “assumptions” about why people aren’t motivated to share.  What do you think?

OK, I am one of those people who expect that people want to do the “right thing”.   As professionals, we care about the work we do, and we want to be the best that we can be.  I’d really like to be able to say “Yes, here is a sample from a real project that implemented these Oracle products”

OUM adoption is going very well, globally.  I am so impressed by the intern instructors and students, when I have an opportunity to teach OUM.  This is the time in OUM adoption where the walls need to be a bit more transparent.  What if, as a community of IT professionals, we could do as they do for the walls in a Japanese tea house and make the walls transparent, while also protecting privacy and any proprietary information?  Interesting thought, because as we are able to work together, everyone can benefit.  No, I’m not suggesting that we share trade secrets, especially in the case of competitors or top secret information, but I am suggesting that we can work together to make the overall results of IT projects more successful.

One could argue that the “names could be changed to protect the innocent” in these samples, however, with enough scrubbing the samples often don’t make sense because the context of the implementation project is lost.  Some care needs to be given to the continuity of the sample library.  What type of project was it?  Which Oracle Commercial off-the-shelf software (COTS) was involved; eBusiness Suite, JD Edwards, PeopleSoft, with Fusion Middleware? You see what I mean, it’s really about knowledge management, but most organizations don’t have enough people to keep all this information/material organized, cleansed and vetted as a true “leading practice”.  Sharing of samples makes “process improvement” possible.  If we can see how someone used a template in a real world project, we can improve the templates.

OUM templates are very good, method users, we also need to have samples that apply to certain project “conditions”.  This keeps it “real” for the person using OUM to conduct the day to day work of an IT project. 

Because OUM is a Unified Process based method, it is meant to be Agile in nature.  It is highly scalable to many different types of projects.  This means that no one type of project would use every OUM work product, and no project would use every section in an individual OUM work product template. If a section in a work product doesn’t apply to your project simply eliminate it.   As we have referred to in past blog entries, OUM is highly scalable, so our samples will reflect this.  So don’t be afraid to share, if you get feedback, it will only serve to further educate and refine the process, and provide deeper, richer OUM content.

There is no “perfect OUM project artifact”.   There are no “OUM police” to come and say “no, you didn’t do that properly”.   We all know that doing too much and using too much "ceremony” is just as bad as not using any method at all.  These real world samples are as different as snowflakes; each depends on the “current conditions” and the nature of the project.

What are your thoughts on this topic?  Are you willing to share your samples?  Are you willing to share your examples (created from your samples with proprietary information removed)? 

Yes, this is one of my Christmas wishes.... Happy Holidays!

Tuesday Nov 29, 2011

Oracle Unified Method 5 Essentials Exam (Beta)

Oracle Unified Method 5 Essentials (1Z1-568) exam


The Oracle Unified Method Certified Implementation Specialist Certification identifies professionals who are skilled in Oracle’s all inclusive methodology. The certification covers the core features the Oracle Unified Method suite, including but not limited to, Focus Areas, Use Cases, and Requirements Gathering. The certification proves a baseline of the consultant’s knowledge and allows the implementation team to work as a cohesive team from day 1. Up-to-date training and field experience are highly recommended.


Target Audience: implementation consultants.


We are offering to Oracle Partners & Employees beta exam vouchers to earn Oracle Implementation Specialist credential. Exam appointments will be open soon for scheduling at authorized Pearson Vue testing centers.


Due to the high demand we process the requests on a first-come, first-served basis. If you would like to request a voucher, please send an e-mail to with the following information for each participant: first and last name; business email address, company name, and exam name


Thursday Aug 25, 2011

7 Tips for using Microsoft Word 2007 with OUM Templates

  1. To ensure trouble free operation of the method material, the macro security settings associated with MS Word must be modified.  During product installation, the MS install program establishes all MS Office components with the maximum security setting enabled.  The affect of this setting is to prohibit the execution of any macro code instructions embedded in an MS Word document.  Because the method material uses extensive macro code, the MS Office security level options must be adjusted prior to utilizing the method material. To adjust the security level for MS Word 2007:
      1. Launch MS Word.
      2. Navigate to "Office Button" > "Word Options" > "Trust Center" > "Trust Center Settings">.
      3. Select "Macro Settings".
      4. Verify that the "Disable all macros with notification button" is selected in the Macros Settings.
      5. Verify that "Trust access to the VBA project object model" selected in the Develop Macro Settings.
      6. Click "OK"
      7. Click "OK".
  2. In order to view the Yellow Notes in the MS Word Templates, Hidden text must be set to Show. Important: To avoid formatting issues in your MS Word Work Products, the Hidden text option must be set to Show before using the Strip Yellow Notes... feature of the OM pull-down menu. To set the Hidden text to show in MS Office 2007:
      1. Using the Office button, select "Word Options".
      2. Select "Display".
      3. From the Always Show these formatting marks on the screen section, select "Hidden Text".
      4. Click “OK”.
  3. In order to see the borders of list tables:
      1. Select the table.
      2. Select the Table Tools tab.
      3. Select Layout.
      4. Select View Gridlines.
  4.  To enable Macros when you open an Oracle Method template:
      1. Select the "Options" button associated with the Security Warning.
      2. Select the radio button adjacent to the "Enable this content" option in the Security Alert - Macro box.
      3. Click "OK". (You should now see an "Add-Ins" tab.)
  5. To use the OM Menu Options to edit your template:
      1. Click on the “Add-Ins" tab.
      2. Click on the OM drop-down menu item that appears in the ribbon below to access the OM menu options.
  6. Use Compatibility Mode.
  7. Save documents as “Word 97-2003 Document”.

OUM Logo
The Oracle® Unified Method (OUM) is Oracle’s standards-based method that enables the entire Enterprise Information Technology (IT) lifecycle.


· Brief

· White Paper

· Customer Program Data Sheet


· OUM on Twitter

· OUM on LinkedIn


« July 2016