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. 

Monday Jul 14, 2014

Eleven Questions to Ask When Tailoring OUM for Your Project

I’ve posted several blogs in the past on tailoring OUM. Here’s one more. As you can see from the title, I call this one Eleven Questions to Ask When Tailoring OUM for Your Project. 

Start with the Core Workflow and adjust it based on the following questions.

  1. Do you need additional Business Requirements (RD) and Requirements Analysis (RA) tasks?  If so, add them.
  2. Are you implementing a custom-off-the-shelf (COTS) product?  If yes, review the Mapping and Configuration (MC) process and add any tasks not already included in the Core Workflow.  If no, remove the Configuration Sub-Flow tasks.
  3. Is there custom work?  If yes, add additional Analysis (AN), Design (DS), Implementation (IM) and Testing (TE) tasks, as appropriate.  If no, you may be able to remove the tasks in the Custom Development Sub-Flow.
  4. What are the Technical Architecture (TA) requirements?  Add TA tasks as appropriate.
  5. Will there be any data conversion?  Add any Data Acquisition and Conversion (CV) tasks as appropriate.
  6. Are there any Performance Management (PT) requirements?  Add PT tasks as appropriate.
  7. What are the Documentation (DO) requirements?  Add DO tasks as appropriate.
  8. What are the Organizational Change Management (OCM) requirements?  Add OCM tasks as appropriate.
  9. What are the Training (TR) requirements?  Add TR tasks as appropriate.
  10. What are the Transition (TS) requirements?  Add TS tasks as appropriate.
  11. What are the Operations and Support (PS) requirements?  Add PS tasks as appropriate.

Now that you’ve identified all the tasks you need, consider how you want to approach your project.  Can you use the traditional OUM WBS approach or do you need to configure your workplan a little differently.  The possibilities are endless, but that’s a discussion for my next blog.


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


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