If you're new to the Oracle®
Unified Method (OUM), or it has been a while since you have explored OUM, please begin with these steps:
1. Understand OUM's Vision –
Oracle is evolving the Oracle®
Unified Method (OUM) to achieve the vision of supporting the entire Enterprise IT lifecycle, including support for the successful
implementation of every Oracle product.
2. Understand the basic structure of OUM –
OUM includes three focus areas – Manage, Envision, and Implement.
OUM provides a number of "views" that are designed to provide an initial tailoring of OUM or a starting
point for using OUM to accomplish different types of
- 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. At
present, OUM Manage includes Oracle's Project Management
Method (PJM) and Oracle's Program Management Method (PGM) and should
be considered Oracle's single, global project management method.
- 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.
- OUM's Implement Focus Area
provides a framework to develop and implement Oracle-based business
solutions and replaces all of Oracle's legacy
implementation methods like AIM Foundation, AIM for Business Flows,
Compass, Results Roadmap, etc.
3. Understand the OUM Implement Core Workflow –
OUM Implement Focus Area contains a comprehensive set of materials to
support business software implementation projects. With so
much important material included in OUM, it is easy for
practitioners to become overwhelmed and not be able to isolate and
comprehend the core of OUM’s approach to software implementation.
The OUM Implement Core Workflow View was created to identify the core tasks
within the Implement Focus Area and should serve to accelerate
the understanding of OUM by new practitioners and help to keep project
teams focused on these tasks. You should review and understand this
core workflow before proceeding further into the OUM Implement Focus
4. Understand some key OUM concepts –
not serve the method; make it serve you.
The purpose of methods is to identify and manage risks,
improve repeatability and quality, and encourage knowledge
capture and reuse. If you’re not going to need
it, don’t do it.
- OUM should be scaled to fit your project. You
should do no more than is necessary to satisfy the requirements
of the project and appropriately address risks. The recommended approach for scaling OUM is to –
- Start developing your workplan from a core set of OUM tasks.
- Consider the OUM Implement Core Workflow.
- Add tasks to the workplan as you identify scope and risk.
- e.g., Performance Management, Technical Architecture, Documentation, Organizational Change Management, Services, etc.
- Consider the depth to which your project team will execute specific tasks during specific iterations.
- Under the proper
circumstances, spending the time to simply consider a task can
constitute executing that task.
- It is often better to consider tasks than to completely
eliminate tasks from your workplan.
- Consider whether it is advisable to combine tasks or work products, or execute at the Activity level.
outputs of tasks are called “work products.” In OUM, the output of a task 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.
deliverables may be method work products, but they
may also reference additional deliverables not documented
by the method.
products (or artifacts) need not be documents.
OUM provides templates for many of its tasks. Use of these
templates is optional. They should be used only when appropriate
to the context of the project. Work products can just as easily
be a model in a repository, a prototype, a set of application
code, or even the tacit knowledge contained in the brain of
a developer. (Yes! This is an appropriate way to work,
under the right circumstances.) Written documentation
should be produced only when it is essential for the project’s
success or the future operation and maintenance of the
resulting software system and the business it supports.
understanding the most significant risks and requirements
of the system is more important than producing elegant
models or perfect documents. For example,
not every model needs to be fully attributed to adequately
manage design or implementation risks. On
the other hand, skipping tasks simply to save effort may
be a false economy, especially when implementing sensitive
or mission critical systems.
5. Understand OUM's philosophical
is standards based. OUM leverages one of the
de facto industry standards, the Unified Software Development
UP is an iterative and incremental approach to developing
and implementing software systems. Project managers use
OUM to make sure they and their
stakeholders develop a shared understanding of what is
needed, choose an appropriate architecture, and transfer
the ownership of the end-product to the stakeholders.
OUM extends the UP to support the full scope of Oracle-related projects by incorporating
field experience and intellectual capital contributed
by Oracle practitioners. For further reading on UP, see The Unified Software Development Process.
is iterative and incremental. OUM recognizes
the advantages of an iterative and incremental approach
to development and deployment of information systems.
Any of the tasks within OUM may be iterated. Whether or
not to iterate, as well as the number of iterations, varies.
Tasks may be iterated to increase quality of the work
products to a desired level, to add sufficient level of
detail, or to refine and expand the work products on the
basis of user feedback.
provides guidance for both "Requirements-Driven" and "Solution-Driven" approaches to development and implementation
of software that supports business needs.
is flexible and scalable and supports both Agility and
is designed to support a broad range of project types.
As such, it must be flexible and scalable. The appropriate
point of balance for a given project will vary based on
a number of project risk and scale factors. The
method has been developed with the intent that the approach
for a given project be “built up” from a core
set of activities to implement an appropriate level of
discipline, rather than tailored down. For further reading on agility and discipline, see Balancing Agility and Discipline: A Guide for the Perplexed.
6. Understand the improvements that have been included in this release of OUM –
This release of OUM, 5.4.0 , features:
- Accelerated OUM for Solution-Driven Implementations Supplemental Guide (Oracle Only)
- Oracle Support Services Supplemental Guide
- Service-Oriented Architecture (SOA) Tactical Project Delivery View
- Manage technique: Metrics for Agile Projects
- Envision Models View
- Envision techniques: Accelerating SOA Maturity, Measuring SOA for Improved Business Value, Operational Troubleshooting, Service Engineering Process Monitoring, SOA Capacity Planning
- Enhanced / Updated:
- Core Workflow View
- "Planning a Project Using the Oracle Unified Method (OUM) - An Iterative and Incremental Approach" White Paper
- "Managing an OUM Project using Scrum" White Paper
- OUM Manage Focus Area Work Breakdown Structure
- Template Styles and Format
releases of OUM will include:
- Expanded support for Oracle's full complement of
Enterprise Application suites including:
- Product-suite specific
- Guidance for tailoring OUM to support various engagement
to our future success –
Please contribute your thoughts,
comments, ideas, and work products or artifacts to
Oracle's Global Methods team so that we may continue to improve
this body of work. Contact Oracle's Global Methods team at firstname.lastname@example.org.
8. Learn more –
We recommend reading the following:
Unified Software Development Process
Agility and Discipline: A Guide for the Perplexed