Oracle Unified Mewthod_OUM

Oracle® Unified Method (OUM) Frequently Asked Questions April 2008 ***For Internal Distribution Only***

Frequently Asked Questions

GENERAL - WHAT IS OUM?..................................................................... 5 What is the Oracle® Unified Method (OUM)?......................................... 5 Where is OUM Headed?.............................................................................. 5 What is the current release of OUM and how long has it been in use? 5 What are the differences between OUM 5.0.0 and the prior releases?. 6 What are the primary benefits of using OUM as a method?.................. 8 Should projects currently using an earlier release of OUM upgrade to OUM 5.0.0? ................................................................................................... 8 Is there an internal version of OUM just for Oracle Consultants? ....... 8 Will OUM 4.4.0 and 4.5.0 continue to be supported? ............................ 9 Are there any White Papers available that address OUM 5.0.0 issues? 9 What provision exists for updating OUM content? .............................. 10 How will the availability of upgrade releases be announced?............... 10

GENERAL - WHAT IS OUM TO OUR CLIENTS?............................. 10 Why is OUM important to Oracle’s Clients? ......................................... 10 Do Clients really care about the method employed on an engagement? ............................................................................................... 10

GENERAL - ESTIMATION AND PLANNING SUPPORT.............. 11 What estimating material is available and how do I access the material? ....................................................................................................... 11 Should I use the OUM 4.4.0 Estimating Model to estimate an OUM 5.0.0 project?................................................................................................ 11 When will the OUM Estimating Model provide support for Business Intelligence and Analytics (BIA) projects? .............................................. 11 When will the OUM Estimating Model provide support for Application Implementation projects?..................................................... 11 Who should I go to with questions regarding the Estimating Workbook? .................................................................................................. 11 What Project Management tools are supported by the OUM Estimating Model? ...................................................................................... 12 Do we provide our estimating tools to partners and Clients?.............. 12

TARGET AUDIENCES / MARKETS ..................................................... 12 Who should use OUM? ............................................................................. 12 What size of Client would benefit from the use of OUM on a project? ......................................................................................................... 12 Does OUM come in any languages other than English? ...................... 12

COMPONENTS / PLATFORM REQUIREMENTS............................ 13

Oracle Unified Method (OUM) Frequently Asked Questions

Oracle Internal and Confidential - For Internal Distribution Only This document may not be distributed or shown to any parties outside of Oracle including Clients and Partners.

What’s included in the OUM? .................................................................. 13 What are the Hardware and Software Requirements for running OUM?........................................................................................................... 13

RELATIONSHIP TO LEGACY METHOD OFFERINGS (ORACLE AND ACQUIRED)........................................................................................ 13

How does OUM compare to the current Application methods? ........ 13 What is the approach for adding Application support to OUM?........ 14 What is the difference between OUM's iterative approach and AIM for Business Flow's (ABF) conference room pilot (CRP1, CRP2, CRP3) approach? ........................................................................................ 15 I'm starting an Application Implementation project. Should I use OUM 5.0.0 or a legacy method?............................................................... 15 Will OUM replace the current Application methods?........................... 16 How does OUM map to Oracle’s Application Implementation Method (AIM), PeopleSoft’s Compass Methodology, and Hyperion’s Solution Workbench?................................................................................. 16 How does OUM map to Oracle’s Legacy J2EE Custom Development Method (JCDM)? ........................................................................................ 16 How does OUM map to Oracle’s Data Warehouse Method Fast Track (DWM FT)? ................................................................................................. 17 How does OUM map to Oracle’s Project Management Method (PJM) and Program Management Method (PGM) and PeopleSoft’s Compass Methodology? .............................................................................................. 17

RELATIONSHIP TO OTHER ORACLE OFFERINGS ..................... 17 What other methods and tools are integrated with OUM? .................. 17 What supplemental guidance is provided in OUM?.............................. 18 What is Service-Oriented Architecture (SOA) and how is it related to OUM?........................................................................................................... 19 Does OUM provide support for implementation of a Customer Data Hub? ............................................................................................................. 19

AVAILABILITY AND PRICING.............................................................. 19 What is the price of OUM? ....................................................................... 19 How do I order OUM?.............................................................................. 20

PARTNERS - DISTRIBUTION AND ACCESS..................................... 20 Can partners use OUM? ............................................................................ 20 How do partners get OUM? ..................................................................... 21 Can Oracle PartnerNetwork Certified Partners and Certified Advantage Partners resell OUM? ............................................................. 21 Can partners copy materials from OUM into their own methods? .... 21 Can partners directly link to OUM templates from their own method framework? .................................................................................................. 21 Can partners substitute their own tools and offerings where OUM recommends using one of Oracle’s products?........................................ 22 What marketing materials are available to help partners position OUM with Clients? ................................................................................................ 22



Do partners get the same version of OUM that Oracle consultants receive? ......................................................................................................... 22 Are partners authorized to provide OUM to their Clients? ................. 22 Can other consulting firms or third party organizations use OUM? .. 22

PARTNERS - PRICING AND AVAILABLITY..................................... 23 When will OUM be available to partners? .............................................. 23 What is the cost of OUM for partners?................................................... 23

TRAINING ..................................................................................................... 23 Do I need any special training to use OUM? ......................................... 23 What is the OUM Training and Accreditation Program?..................... 23 What training courses are available?......................................................... 24 How do I access the training courses?..................................................... 25 Do we offer training to Oracle’s Partners? ............................................. 25 Is training available for our Clients?......................................................... 25

PRODUCT INFORMATION..................................................................... 25 Where can I get more information about OUM? .................................. 25

SALES AND FIELD SUPPORT ................................................................ 25 What marketing materials are available to help me promote OUM?.. 25 What is available to support the consultants in the field?..................... 26 Who supports OUM?................................................................................. 26 What support is available for partners? ................................................... 26



Frequently Asked Questions

GENERAL - WHAT IS OUM?

What is the Oracle® Unified Method (OUM)? Oracle Consulting Services has packaged the Oracle® Unified Method (OUM) to accelerate your development and technology-based efforts. OUM presents an organized, yet flexible, approach. Its defined, operational framework helps anticipate critical project needs and dependencies throughout your software development and implementation project. With OUM, you can move efficiently through the project lifecycle to quickly achieve measurable business results.

OUM is used by Oracle Consulting Services, Oracle PartnerNetwork Certified Partners or Certified Advantage Partners, and Clients on projects where Oracle Consulting Services is engaged. It is a web-deployed toolkit for planning, executing and controlling software development and implementation projects.

For more information on Partner use of OUM, please refer to the "PARTNERS" sections of this document.

Where is OUM Headed? The vision for OUM is a single, integrated method to support the entire Oracle economy across the complete suite of Oracle projects. The “best of the best” of Oracle’s portfolio of methods is being coupled with OUM’s industry standards, new techniques, and strong tool support.

OUM will eventually replace the Legacy methods (Oracle and acquired); however, ample time will be allotted for adoption of OUM before the Legacy methods are desupported. For more information, refer to the “RELATIONSHIP TO LEGACY METHOD OFFERINGS (ORACLE AND ACQUIRED)” section of this document.

What is the current release of OUM and how long has it been in use? The current release is 5.0.0. It is the seventh generation of the method released by Oracle’s Global Methods team. The first version of OUM was initially released for use by Oracle Consulting Services in January 2006. This first version was based directly on Oracle’s J2EE Custom Development Method that was originally published in May 2003. OUM 4.1, a refined version of the method, was released in April 2006. OUM 4.2.0, with expanded support for Service-Oriented Architecture



(SOA), was released in July 2006. OUM 4.3.0, with initial support for Envision, Identity Management (IdM), Database Security (DBS), and Governance, Risk, and Compliance (GRC), was released in May 2007. Oracle introduced OUM 4.4.0, with enhancements to the Envision and Service-Oriented Architecture (SOA) and Integration materials, full integration of Oracle's Project Management Method (PJM), and introduction of Strategy materials, was released in September 2007. Oracle introduced OUM 4.5.0, in December 2007. OUM 4.5.0, with initial support for Business Intelligence and Analytics custom development materials including a mapping to Oracle's Data Warehouse Method Fast Track (DWM FT) 3.0.2, was release in December 2007. OUM 5.0.0 features initial support for application implementation projects through a single application implementation view, which is intended to provide product-suite agnostic coverage for all of the Oracle-branded Application Suites (e.g., E-Business Suite, PeopleSoft Enterprise, JD Edwards EnterpriseOne, Siebel, etc.); mappings to Oracle's Application Implementation Method (AIM) 3.1.0, Compass Method [acquired from PeopleSoft, JDEdwards], and BPM Solution Workbench Method [acquired from Hyperion]; and supplemental guides for Application Implementation, Application Integration Architecture (AIA), and Oracle Tutor and Oracle User Productivity Kit (UPK).

What are the differences between OUM 5.0.0 and the prior releases? There are many exciting changes incorporated in the newest release. OUM 5.0.0 includes the following new features (or enhancements):

• View Pages – allow subsets of OUM content to be viewed

• Discipline Views: - Added Application Implementation - Updated: Business Intelligence and Analytics Custom Development, Strategy, Technology Full Lifecycle

• Focus Area Views: - Updated Envision

• Service Offering Views: - Updated each view to include links to Statement of Work documents

• Full Method Views: - Updated Full Method and Full Method Activities and Tasks

• Overview Material and Supporting Files

• Updated Method Overview, About, What's New, Readme First, View Catalog, References and Publications, Glossary of Terms

• Task Guidance

• Added services tasks and task guidance to the following processes: Enterprise Business Analysis, Enterprise Architecture, Requirements Analysis, Analysis, Design, Implement



• Updated task overview descriptions and details in all processes to accommodate Application Implementation

• Added supplemental task guidance to all processes

• Expanded Use Case guidance, including samples

• Updated Envision tasks and task guidance to align with Sales Methodology for Roadmap/Expert Services

• Legacy Method Mapping

• Added Mapping to Oracle's Application Implementation Method (AIM) 3.1.0

• Added Mapping to Compass Method [acquired from PeopleSoft, JDEdwards]

• Added Mapping to BPM Solution Workbench Method [acquired from Hyperion]

• Updated Mapping to Oracle's Data Warehouse Method Fast Track (DWM FT) 3.0.2

• WBS

• Updated Full Method WBS

• Added Application Implementation WBS

• Supplemental Guidance

• Added Application Implementation Supplemental Guide

• Added Application Integration Architecture (AIA) Supplemental Guide

• Added Oracle Tutor and Oracle User Productivity (UPK) Supplemental Guide

• Updated Service-Oriented Architecture (SOA) and Integration Architecture Supplemental Guide

• Technology Guidelines

• Added "Integrating Tutor and UPK Content: A Complete User Documentation Solution" White Paper

• Added "Tutor and User Productivity Kit (UPK)" White Paper

• Added "Application Integration Architecture (AIA): Pre-Built Service-Oriented Architecture (SOA)" White Paper



What are the primary benefits of using OUM as a method? The primary benefits of using OUM are:

• More Focused Effort - OUM enables projects to clearly define business scope and needs to create enterprise business process models. This planning results in tighter scope control, more accurate business understanding, and a firm foundation for Client acceptance.

• Built-in Flexibility - By combining activities and tasks in different ways, OUM can be applied to many types of information technology software development and implementation projects.

• Saves Time - Seasoned information technology practitioners representing years of experience have contributed their knowledge to OUM. Project teams can take advantage of this experience by leveraging these leading practices along with industry standards.

• Higher Quality - OUM subscribes to an iterative approach that incorporates testing and validation throughout the lifecycle, rather than testing for quality only at the end of the project.

• More Cost Effective - OUM facilitates improved control of project expenses by using a flexible work breakdown structure that allows you to perform only necessary tasks.

• Reduced Project Risk - Implementing an iterative, broadly applicable method mitigates requirements mismatch. A key focus of each iteration in OUM is to identify and reduce the most significant project risks. This ensures that the most critical risks are addressed as early as possible in the project lifecycle, which results in a measurable reduction of schedule and budget risks.

Should projects currently using an earlier release of OUM upgrade to OUM 5.0.0? Projects commencing after the release of OUM 5.0.0 are encouraged to use the new release for planning and conducting technology-based engagements. Projects that are currently using an earlier release of OUM should assess the benefits of upgrading to the new release, and weigh them against the cost of changing the approach, before making the upgrade decision. In most cases, projects should continue to use the earlier release of OUM. Many of the benefits of the new release can be realized on such a project by leveraging the capabilities of the new release in the performance of the earlier version of the tasks.

Is there an internal version of OUM just for Oracle Consultants? Yes. While OUM is a universal product that is used by all audiences, there are minor differences between the internal and external versions of OUM. The internal version contains links to the internal Oracle Standard Operating Procedures (SOP’s) and material considered to be in “beta” format. The external



version allows partners to link to their own internal SOP’s. Material considered to be in “beta’ format will become part of the OUM Method Pack and made available to Oracle PartnerNetwork Certified Partners and Certified Advantage Partners after it has cleared all Oracle technical and editorial reviews.

Will OUM 4.4.0 and 4.5.0 continue to be supported? Yes. OUM 4.4.0, and its most recent revision OUM 4.5.0, will continue to be supported for Oracle Consulting Services users through the Global Methods team (http://my.oracle.com/methods). There you will find useful information and supporting tools, such as a Statement of Direction, Brief, Training Material, and more. Oracle Consultants can also submit OUM related questions to Oracle’s Global Methods team via the following emailid: [email protected].

Are there any White Papers available that address OUM 5.0.0 issues? Yes. There are several white papers available that address different aspects of OUM. These white papers include:

• Oracle’s Full Lifecycle Method for Developing and Implementing Technology-based Business Solutions - This white paper covers the main components and key features of OUM.

• Application Integration Architecture (AIA): Pre-Built Service-Oriented Architecture (SOA) - This white paper discusses the challenges of SOA deployment and how these challenges can be mitigated with pre-built SOA infrastructure and applications from Oracle.

• Business Rules in Oracle Application Development Framework (ADF) to Business Components (BC) - This white paper describes a method for modeling and implementing business rules in ADF Business Components (ADF BC), which is part of Oracle’s Application Development Framework (Oracle ADF).

• Getting Started with Activity Modeling - This white paper discusses how activity diagrams can be used and how to create them using JDeveloper 10.1.2.

• Getting Started with UML Class Modeling - This white paper discusses the modeling elements that can be used in a UML class model and describes how class models can be developed iteratively.

• Getting Started with Unit-testing - This white paper discusses how unit-testing can give you insight in the real progress of your project and prevent bottlenecks in your developers staff.

• Getting Started with Use Case Modeling - This white paper describes use case modeling and how to use effectively on your project.

• Integrating Tutor and UPK Content: A Complete User Documentation Solution - This white paper explains: the various user documentation types,



http://my.oracle.com/methods

mailto:[email protected]

user documentation created with Tutor, user documentation created with UPK, and when to create the various types of user documentation during an applications implementation project.

• Tutor and User Productivity Kit (UPK) - This white paper addresses two complementary products: Tutor and UPK and how they can be used to create user documentation and self-paced training.

Additionally, there is a Statement of Direction, Brief, Frequently Asked Questions (FAQ), Client Presentations, Proposal Boilerplate, and many other resources available for your use in the Global Methods knowledge area on MyOracle at http://my.oracle.com/methods (Select Oracle Unified Method (OUM) / Presentations and Marketing).

What provision exists for updating OUM content? The most current release of OUM is available from MyDesktop (http://mydesktop.oraclecorp.com, select “MyDesktop Profile”, locate the “Applications Available” portlet, select “Complete Software List”). To install the most current version, select the link and follow the installation instructions.

How will the availability of upgrade releases be announced? The OUM upgrade releases will be announced through the appropriate communications vehicles including: Direct Email, Consulting News, Professional Communities, Methods knowledge area on MyOracle, etc. Update Releases will be distributed to Oracle Consulting Services through MyDesktop (http://mydesktop.oraclecorp.com).

GENERAL - WHAT IS OUM TO OUR CLIENTS?

Why is OUM important to Oracle’s Clients? OUM can help you develop and implement technology-based business solutions with precise development and rapid deployment. You can tailor OUM to support your specific project situation. With its ready-made templates, guidelines, and tailored work breakdown structure, OUM provides the programmatic tools you need to manage the risks associated with your information technology-based projects.

OUM presents an organized, yet flexible, approach. Its defined, operational framework helps anticipate critical project needs and dependencies throughout your software development and implementation project. With OUM, you can move efficiently through the development and implementation lifecycle to quickly achieve measurable business results.

Do Clients really care about the method employed on an engagement? Actually, Clients want a quick, low risk, high quality project. OUM is the proven method for doing just that.




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GENERAL - ESTIMATION AND PLANNING SUPPORT

What estimating material is available and how do I access the material? The OUM Estimating Pack includes an Estimating Workbook (Excel format) and Estimating Workbook User’s Guide (Adobe Acrobat format). You can access the Estimating Pack from the Methods knowledge area on MyOracle at http://my.oracle.com/methods or the Risk Management knowledge area on MyOracle at http://my.oracle.com/riskmanagement.

Should I use the OUM 4.4.0 Estimating Model to estimate an OUM 5.0.0 project? The current version of the OUM Estimating Model, 4.4.0, supports Technology-based development and implementation projects based on the Technology Full Lifecycle View within OUM 5.0.0.

Estimating support is not yet available for projects utilizing either the Application Implementation View or the Business Intelligence and Analytics Custom Development View within OUM 5.0.0.

When will the OUM Estimating Model provide support for Business Intelligence and Analytics (BIA) projects? The OUM 4.5.0 Estimating Model, providing support for BIA, Custom Software, Identify Management, and Integration, is currently undergoing validation and testing. Publication is planned for July 2008.

When will the OUM Estimating Model provide support for Application Implementation projects? Support for estimating Application Implementation projects will be added to the OUM Estimating Model one product suite at a time, in order to accommodate differences in the effort required to implement each legacy product line. At the present time, the Siebel CRM product line is expected to be the first product suite supported. Oracle’s Global Methods team will solicit input from senior management to determine priorities for subsequent development cycles. The OUM 5.0.0 Estimating Model, providing support for Siebel CRM Application Implementations, is planned for September/October 2008.

Who should I go to with questions regarding the Estimating Workbook? You should first contact the Risk Management resource assigned to your geographic region, industry, or service area. Questions may be submitted to Oracle’s Global Methods team via the following emailid: [email protected] as a secondary source of information.




http://my.oracle.com/riskmanagement


What Project Management tools are supported by the OUM Estimating Model? OUM includes Project Workplan templates in MS Project format.

Do we provide our estimating tools to partners and Clients? No. The estimating metrics included in our Estimating Workbook are proprietary information of Oracle and are based on assumptions regarding resource skill levels and other factors that pertain to Oracle managed and staffed projects only. Clients and partners who use OUM are provided with the standard MS Project Workplan templates included in the OUM Method Pack. However, they are responsible for developing their own estimates based on metrics that reflect their resource skill levels and other factors.

TARGET AUDIENCES / MARKETS

Who should use OUM? OUM can be used by Oracle Consulting Services, Oracle PartnerNetwork Certified Partners or Certified Advantage Partners, and Clients on projects where Oracle Consulting Services is engaged. OUM should be used on engagements chartered with developing and implementing technology-based business solutions using Oracle technology.

At the end of the Oracle Engagement, Oracle consultants are required to delete the OUM Method Pack from any Client-owned PC, network, and/or shared drive.

The Oracle project manager should ensure that team members are informed as to the contractual terms and conditions involving Intellectual Property (IP) and shared ownership rights involving their particular project effort. Unless superseded by contractual terms, completed work products/deliverables (as opposed to unmodified method templates) can/should be left with the Client. For more information, please refer to the Oracle's Global Legal Home Page.

For more information on Oracle PartnerNetwork Certified Partner and Certified Advantage Partner use of OUM, please refer to the "PARTNERS" sections of this document.

What size of Client would benefit from the use of OUM on a project? OUM is scalable and can meet the needs of a small, single-site project, as well as the needs of a large, multi-site project.

Does OUM come in any languages other than English? OUM was developed in English and is currently available only in English. Organizations within Oracle that wish to use OUM, but require some or all of the materials to be in another language, are free to engage their own translation services for this purpose. If you have plans to develop a translated or tailored version of



http://my.oracle.com/portal/page/myo/1ACCFB76D591E190E040018AEAA34928

OUM to support your business area, contact the Global Methods team at following emailid: [email protected] to make them aware of your project.

COMPONENTS / PLATFORM REQUIREMENTS

What’s included in the OUM? The OUM offering provides you with a comprehensive toolkit:

• Overview Material - Provides an overview of OUM's approach to software-related projects, including the industry standards upon which OUM is based.

• Guidelines - Phases, processes, tasks, roles, and template guidelines that cover every aspect of a technology-based solution.

• Templates - Templates enable fast and easy creation of high quality work products.

• Tailored Work Breakdown Structure - These standards enable an easy start in managing your project.

What are the Hardware and Software Requirements for running OUM? The hardware and software requirements for OUM include:

• Minimum of 1 GHz processor speed

• 55 MB of disk space

• 520 MB RAM minimum

• Windows 2000, XP, NT 4.0

• Microsoft Office 2000 or later

• Microsoft Project 98 or later (Optional)

• Microsoft Visio 5.0.0 or later (Optional)

• Adobe Acrobat Reader 6.0 or later

• Microsoft Internet Explorer version 6.0 or later or Netscape 7.0 or later

RELATIONSHIP TO LEGACY METHOD OFFERINGS (ORACLE AND ACQUIRED)

How does OUM compare to the current Application methods? In comparing OUM to current application methods, it is helpful to consider both the similarities and differences between OUM and methods such as AIM Foundation, AIM for Business Flows, Compass [acquired from PeopleSoft, JDEdwards] and Results Roadmap [acquired from Siebel], among others.




In terms of similarities,

• Emphasis will be on Business Process implementation

• Fit-Gap – Future business processes will be mapped to standard application functionality to identify gaps

• Key business architecture structures will be defined (Chart of Accounts, Multi-Org, and Trading Community Arch.)

• Application Setups will be defined (i.e. Configuration options)

• Best practices from current methods will be included

• Will support both implementation approaches:

• Requirements-driven (like AIM Foundation, Compass Standard)

• Solution-driven (like AIM for Business Flows, Compass Accelerated)

In terms of differences,

• OUM is based on the Unified Process

• Standards-based

• Iterative and incremental

• Architecture-centric - increased emphasis on architecture

• Business process and use case-driven

• OUM is more comprehensive in scope

• From enterprise level IT strategy to implementation

• Though only those aspects necessary to accomplish the project’s business objectives need be considered

• OUM supports tighter integration with other disciplines

• Business Intelligence

• Fusion Middleware

• Custom Software

• Other product and technology areas

What is the approach for adding Application support to OUM? The approach to integrate applications support, follows:

• Complete backbone Work Breakdown Structure is now stable

• OUM Release 5.0.0, released March 2008, provides the initial OUM Application Implementation view



• Product-suite agnostic coverage for all of the Oracle-branded Application Suites (e.g., E-Business Suite, PeopleSoft Enterprise, JD Edwards EnterpriseOne, Siebel, etc.)

• Additional OUM 5.x releases will continue through CY2008

• Add Application Upgrade and Migration View

• Support additional application suites (E, E1, Siebel, Retail, etc.)

• Further develop and refine the material and estimating model

• Layer in support for Fusion Applications

• Estimating Models planned for 1-3 months after method releases

The release of an OUM version supporting a given product family will mark the beginning of the transition period. Ample time will be allotted for the transition cycle before any of the current methods are desupported.

What is the difference between OUM's iterative approach and AIM for Business Flow's (ABF) conference room pilot (CRP1, CRP2, CRP3) approach? AIM for Business Flows (ABF) utilized iterative conference room pilots (CRPs) to initially map the client's business to the standard Oracle Business Flows and to refine/tailor the business solution to the specific requirements of the project. However, most of the other elements of the ABF approach were more waterfall than interative. OUM is a true iterative approach. Virtually any and all activities and tasks are performed in an iterative fashion based on an iteration plan developed by the project manager. While any OUM task or activity can be iterated as necessary to meet project objectives, keep in mind is that you should do only what is necessary to meet the project objectives - nothing more. Make the method serve you - not the other way around.

One significant similarity between OUM's Application Implementation View and ABF is that both methods use the Conference Room Pilot (CRP) technique to refine and iteratively converge on a business solution best suited to the client's requirements. In OUM’s Application Implementation View, Conference Room Pilots are referred to as Functional Prototypes.

I'm starting an Application Implementation project. Should I use OUM 5.0.0 or a legacy method? Plan to use a legacy method unless there are extenuating circumstances that indicate that use of OUM is warranted. While OUM 5.0.0 does have generic support for application implementations, an implementer that is experienced with one of the legacy methods (Oracle's Application Implementation Method (AIM), Oracle's AIM for Business Flows (ABF), or Siebel's Results Roadmap,...), should not yet try to use OUM to perform an implementation.



OUM 5.0.0 begins the transition period for application consultants; however, some elements, which are necessary for full adoption, are not yet in place (e.g. estimating tool support, training, full complement of templates). Users should begin looking at OUM 5.0.0 and plan their organization's transition to the new method. This means developing and executing upon an organizational transition plan that includes training. The Oracle’s Global Methods team can help you to define that plan and share information about the OUM Adoption and Training programs. You may contact Oracle’s Global Methods team via the following emailid: [email protected].

With the release of OUM 5.1.0, planned for October 2008, Global Methods expects all elements necessary for full adoption of OUM for application implementation projects to be in place (i.e. estimating tool support, training, full complement of templates, etc.). In addition to the requirements-driven application implementation approach currently reflected in OUM 5.0.0, OUM 5.1.0 will add support for a solution-driven application implementation approach.

Will OUM replace the current Application methods? Yes, eventually, OUM will replace the Oracle and acquired Application methods. The release of an OUM version supporting a given product family will mark the beginning of the transition period. Ample time will be allotted for the transition cycle before any of the current methods are desupported.

How does OUM map to Oracle’s Application Implementation Method (AIM), PeopleSoft’s Compass Methodology, and Hyperion’s Solution Workbench? OUM’s Application Implementation View provides support for implementing commercial-off-the-shelf (COTS), packaged application products, or product suites, such as Oracle E-Business Suite or PeopleSoft Enterprise. This view reflects a “requirements-driven” approach to implementing packaged applications in that it is based on identifying requirements early in a project through interviews, process modeling workshops, etc., and crafting a business solution based on those requirements during the course of the project.

OUM’s Application Implementation View page provides access to the following:

• Mapping to Oracle’s Application Implementation Method (AIM) 3.1.0

• Mapping to PeopleSoft’s Compass Methodology

• Mapping to Hyperion’s Solution Workbench Method

How does OUM map to Oracle’s Legacy J2EE Custom Development Method (JCDM)? The first version of OUM, released in May 2006, was based directly on Oracle’s J2EE Custom Development Method (JCDM).




It is in name only that JCDM was limited to J2EE. JCDM’s framers designed the method to be technology agnostic. JCDM, and therefore OUM, provides a broadly applicable, yet cohesive collection of activities, tasks, artifacts, roles and responsibilities, and guidelines for technology-based business solutions. In the transition from JCDM, OUM immediately became the single method for technical architecture, technology implementation, and custom software development at Oracle.

How does OUM map to Oracle’s Data Warehouse Method Fast Track (DWM FT)? OUM’s Business Intelligence and Analytics Custom Development View provides support for projects that involve custom development in support of Business Intelligence and Analytics implementations. This view provides specific discipline guidance in the development of custom components required to extract, transform and load data.

OUM’s Business Intelligence and Analytics Custom Development View page provides access to the following:

• Mapping to Data Warehouse Method Fast Track (DWM FT) 3.0.2

How does OUM map to Oracle’s Project Management Method (PJM) and Program Management Method (PGM) and PeopleSoft’s Compass Methodology? 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. Oracle's Project Management Method (PJM) and Oracle’s Program Management Method (PGM) are part of the Manage Focus Area.

OUM’s Manage View page provides access to the following:

• Mapping to Oracle’s Project Management Method (PJM) 2.6.1

• Mapping to PeopleSoft’s Compass Methodology

• Oracle’s Program Manager Handbook V1.1.0

RELATIONSHIP TO OTHER ORACLE OFFERINGS

What other methods and tools are integrated with OUM? OUM supports the complete range of Oracle technology projects including:

• Service-Oriented Architecture (SOA)

• Enterprise Integration

• Custom Software

• Identity Management (IdM)

• Governance, Risk, and Compliance (GRC)



• Database Security (DBS)

• Performance Management

• Business Intelligence and Analytics

OUM provides guidance for:

• Project and Program Management

• Enterprise IT Strategy, Architecture, and Governance

• Business Requirements Collection and Analysis

• Design

• Implementation

• Technical Architecture

• Testing

• Performance Management

• Data Acquisition and Conversion

• Documentation

• Adoption and Learning

• Transition

• Operations and Support

What supplemental guidance is provided in OUM? OUM provides supplemental guidance to support:

• Service-Oriented Architecture (SOA)

• Enterprise Integration

• including Application Integration Architecture (AIA)

• Custom Software

• Identity Management (IdM)

• Governance, Risk, and Compliance (GRC)

• Database Security (DBS)

• Application Implementation

• Business Intelligence and Analytics Custom Development

• Oracle Tutor and Oracle User Productivity Kit (UPK)



What is Service-Oriented Architecture (SOA) and how is it related to OUM? Changing markets, competitive pressures, and evolving Client needs are placing increasing pressure on IT to deliver greater flexibility and speed. Service-Oriented Architecture (SOA) has been increasingly adopted by businesses as a means of delivering on these requirements by overcoming the complexity of their application and IT environments. SOA facilitates the development of enterprise applications as modular business services that can be easily integrated. Benefits include reuse, ease of maintenance and change, and improved business visibility.

OUM provides a Supplemental Guide for SOA. Guidance is provided at the task level for activities that need to occur during a custom development or technology-based engagement when SOA and Integration tools are being delivered.

This SOA Supplemental Guide is intended for Oracle Consulting Services practitioners who will be designing and implementing custom SOA solutions based on the OUM approach. Typically all integration projects using Oracle Fusion middleware will tend to fall into this category, whether the Client is explicitly requesting a SOA approach or not.

Does OUM provide support for implementation of a Customer Data Hub? Yes, refer to the Service-Oriented Architecture (SOA) and Integration Architecture Supplemental Guidance, specifically the Technology Guidance section, for details. This Supplemental Guidance is included in the OUM Method Pack.

AVAILABILITY AND PRICING

What is the price of OUM? OUM is not currently available for purchase. OUM can be used by Oracle Consulting Services, Oracle PartnerNetwork Certified Partners or Certified Advantage Partners, and Clients on projects where Oracle Consulting Services is engaged. OUM should be used on engagements chartered with developing and implementing technology-based business solutions using Oracle technology.







How do I order OUM? OUM is not currently available for purchase. OUM can be used by Oracle Consulting Services, Oracle PartnerNetwork Certified Partners or Certified Advantage Partners, and Clients on projects where Oracle Consulting Services is engaged. OUM should be used on engagements chartered with developing and implementing technology-based business solutions using Oracle technology.




PARTNERS - DISTRIBUTION AND ACCESS

Can partners use OUM? Authorized use of OUM materials by Oracle PartnerNetwork Certified Partners and Certified Advantage Partners is described in Section G. of the Oracle PartnerNetwork Agreement entitled Methodology/Engagement Materials. It grants Oracle PartnerNetwork Certified Partners and Certified Advantage Partners a non-exclusive, non-transferable, limited license to use and make copies of the materials, subject to Oracle PartnerNetwork (OPN) policies, for the following purposes:

• Use the materials in connection with the implementation of programs for end users who have acquired valid licenses for such programs;

• Provide training to partner employees in use of the materials;

• Demonstrate the materials to end users; and

• Copy the materials for archival or backup purposes.

Oracle PartnerNetwork Certified Partners and Certified Advantage Partners may allow their agents and contractors to use the materials for these purposes, subject to the terms of the Oracle PartnerNetwork Agreement. All titles, trademarks, and copyright and restricted rights notices contained in the materials shall be reproduced in any copies of the materials. All copies of the materials shall be subject to the terms of this agreement.




How do partners get OUM? Partners meeting the access requirements described in the “Can partners use OUM?” question and answer (above) can obtain the OUM materials by logging into the Oracle PartnerNetwork (OPN) Portal using their OPN Partner Member Login and 12-digit PIN.

Can Oracle PartnerNetwork Certified Partners and Certified Advantage Partners resell OUM? No. Partners have no rights to sublicense, transfer, or assign licenses for OUM. OUM is not currently available for purchase and there is no provision for resale by third party organizations. Oracle PartnerNetwork Certified Partners and Certified Advantage Partners are not authorized to resell OUM materials to their Clients, or other third parties, as matter of policy. However, exceptions to this policy can be requested in certain cases, such as when a Partner is merely providing a contract vehicle to deliver the OUM materials to a Client Please contact Oracle’s Global Methods team via the following emailid: [email protected] with any questions.

Can partners copy materials from OUM into their own methods? No. OUM is an Oracle Licensed Program Product, and its content and the OUM materials are protected intellectual property. Authorized use of OUM materials by Oracle PartnerNetwork Certified Partners and Certified Advantage Partners is described in Section G. of the Oracle PartnerNetwork Agreement entitled Methodology/Engagement Materials. It grants Oracle PartnerNetwork Certified Partners and Certified Advantage Partners a non-exclusive, non-transferable, limited license to use and make copies of the materials, subject to Oracle PartnerNetwork policies, for the following purposes:

• Use the materials in connection with the implementation of programs for end users who have acquired valid licenses for such programs;

• Provide training to partner employees in use of the materials;

• Demonstrate the materials to end users; and

• Copy the materials for archival or backup purposes.

Partners may allow their agents and contractors to use the materials for these purposes, subject to the terms of the Oracle PartnerNetwork Agreement. All titles, trademarks, and copyright and restricted rights notices contained in the materials shall be reproduced in any copies of the materials. All copies of the materials shall be subject to the terms of this agreement.

Can partners directly link to OUM templates from their own method framework? No. We do not support or permit direct linking to components within OUM.




Can partners substitute their own tools and offerings where OUM recommends using one of Oracle’s products? Yes. Oracle PartnerNetwork Certified Partners and Certified Advantage Partners are welcome to substitute their own comparable enabling tools and offerings in place of Oracle’s products when using OUM. The method is neutral with regard to the specific tool chosen.

What marketing materials are available to help partners position OUM with Clients? The following marketing material is available to position OUM with Clients:

• Client Presentation - Executive Level

• Brief

• White Paper

This material can be downloaded from the Oracle PartnerNetwork Portal.

Do partners get the same version of OUM that Oracle consultants receive? No. While OUM is a universal product that is used by all audiences, there are minor differences between the internal and external versions of OUM. The internal version contains links to the internal Oracle Standard Operating Procedures (SOP’s) and material considered to be in “beta” format. The external version allows partners to link to their own internal SOP’s. Material considered to be in “beta’ format will become part of the OUM Method Pack and made available to Oracle PartnerNetwork Certified Partners and Certified Advantage Partners after it has cleared all Oracle technical and editorial reviews.

Are partners authorized to provide OUM to their Clients? No. Partners are not authorized to provide OUM to their Clients. If a Client wishes to obtain copies of OUM materials for use by Client personnel during, or after, the implementation, Oracle PartnerNetwork Certified Partners or Certified Advantage Partners should direct them to contact an Oracle representative for information on acquiring copies of method materials for their internal use.

Can other consulting firms or third party organizations use OUM? No. As described on the OPN Resources and Benefits by Membership Level page of the Oracle PartnerNetwork (OPN) Portal, access to OUM for implementing Oracle products is a benefit of membership in OPN at the Oracle PartnerNetwork Certified Partners and Certified Advantage Partners levels.



http://oraclepartnernetwork.oracle.com/portal/page?_pageid=0,16145&_dad=moc&_schema=MOC

http://www.oracle.com/partners/home/why_allusers/en/benefits.html

PARTNERS - PRICING AND AVAILABLITY

When will OUM be available to partners? OUM 5.0.0 is currently available on the Oracle PartnerNetwork Portal for Oracle PartnerNetwork Certified Partners and Certified Advantage Partners.

What is the cost of OUM for partners? As described on the OPN Resources and Benefits by Membership Level page of the Oracle PartnerNetwork Portal, access to OUM for implementing Oracle products is a benefit of membership in OPN at the Oracle PartnerNetwork Certified Partners and Certified Advantage Partners levels.

TRAINING

Do I need any special training to use OUM? Yes. Even though OUM is clearly written it is still important to take OUM training courses. You will first need to learn the basics of the Unified Process (UP), underpinnings of OUM, and then be taught how OUM extends the UP to support the complete range of projects. This helps ensure that you are familiar with the OUM components and that, during a project, you don’t waste time focusing on material that should be eliminated from your workplan.

What is the OUM Training and Accreditation Program? OUM training courses and assessment tests are being developed as part of the OUM Training and Accreditation Program. The purpose of this program is to help ensure that individuals in consulting sales, delivery, and management roles have the appropriate level of method and estimating knowledge required for them to competently perform their jobs. The Accreditation Levels correspond to the training courses and assessment tests:

• Level 1 - Oracle Unified Method Overview and Awareness

• Level 2 - Focus Area1 Specific Overview

• Level 3 - Gathering Requirements using OUM

• Level 4D - Discipline2 or Service Offering3 Specific Delivery

• Level 4E - Discipline or Service Offering Specific Estimating

• Level 5 - Discipline or Service Offering Specific Advanced Delivery

1OUM Focus Areas: Manage, Implement, Envision

2OUM Disciplines: Technology, Business Intelligence and Analytics, Application Implementation, Application Migration

3OUM Service Offerings: Business to Business Integration, Middleware Architecture, and so on



http://www.oracle.com/partners/home/why_allusers/en/benefits.html

Accreditation for Levels 1 - 4E will be provided through the OUM training courses and assessment tests. Accreditation for Level 5 requires verification of performance on a successful client delivery project using a specific discipline. Refer to the OUM Training and Accreditation Program presentation for more details on this exciting new program.

What training courses are available? Self-service, self-paced OUM training courses for Oracle Consulting Services are available on Oracle University. The training courses consist of several modules and an assessment test. The training can be taken on-line or downloaded and taken off-line at your leisure. The assessment testing is done through an online tool provided by Oracle University.

The OUM training courses will be incrementally developed and released during CY2008.

Available courses:

• Level 1 - Overview and Awareness

• Level 2 - Manage Overview

Planned courses:

• Level 2 - Implement Overview, planned for Q2 CY2008

• Level 3 - Gathering Requirements using OUM, planned for July 2008

• Level 4D - Technology Delivery Readiness, planned for September 2008

• Level 4E - Technology Estimating Readiness, planned for November 2008

• Level 4D - Business Intelligence Delivery Readiness, planned for September 2008

• Level 4E - Business Intelligence Estimating Readiness, planned for November 2008

• Level 4D - Application Implementation Delivery Readiness, planned for September 2008

• Level 4E - Application Implementation Estimating Readiness, planned for November 2008

• Level 4D - Application Migration Delivery Readiness, planned for Q1/Q2 CY2009

• Level 4E - Application Migration Estimating Readiness, planned for Q1/Q2 CY2009



http://my.oracle.com/portal/page/myo/3A2113A77820AF96E040018AECA3753C

How do I access the training courses? To access the OUM training courses:

• Go to Oracle University at http://ouweb.us.oracle.com.

• From the left-hand side bar, select "LOB & REGION SPECIFIC".

• From the LOB & REGION SPECIFIC page, locate and select "Global".

• From the Global section of the page, locate "Consulting".

• From the Consulting sub-section, locate and select "Oracle Unified Method (OUM) Training".

You can access the Oracle Unified Method (OUM) Training page directly at http://ouweb.us.oracle.com/custom/global/oracle_unified_method.html.

Do we offer training to Oracle’s Partners? Training will be offered to Oracle’s Partners; however, the courses are not yet available.

Is training available for our Clients? Training will be offered to Clients; however, the courses are not yet available.

PRODUCT INFORMATION

Where can I get more information about OUM? For further information regarding OUM you can choose one (or more) of the following options:

• Go to the Methods knowledge area on MyOracle at http://my.oracle.com/methods

• Send your request for further information to Oracle’s Global Methods team via the following emailid: [email protected]

SALES AND FIELD SUPPORT

What marketing materials are available to help me promote OUM? The following marketing materials are available at http://my.oracle.com/methods to help you promote the use of OUM on Oracle Consulting Service engagements:

• Brief

• Client Presentations - Executive and Manager Levels

• White Paper - Oracle’s Full Lifecycle Method for Developing and Implementing Technology-based Business Solutions



http://ouweb.us.oracle.com/

http://ouweb.us.oracle.com/custom/global/oracle_unified_method.html




What is available to support the consultants in the field? For field support regarding OUM you can choose one of the following options:

• Go to the Methods knowledge area on MyOracle at http://my.oracle.com/methods

• Send your support request to Oracle’s Global Methods team via the following emailid: [email protected]

Who supports OUM? OUM is not supported through Oracle Worldwide Support. Support, if desired, may be acquired through Oracle Consulting Services on a Time and Materials basis.

What support is available for partners? The following pieces of collateral are provided to partners though OPN: OUM Statement of Direction, Brief, Client Presentation, and White Paper.

Questions should be submitted to Oracle’s Global Methods team via the following emailid: [email protected].






Oracle Unified Method (OUM) Frequesntly Asked Questions April 2008 Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 U.S.A. Worldwide Inquiries: Phone: +1.650.506.7000 Fax: +1.650.506.7200 oracle.com Copyright © 2008, Oracle. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

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