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Oracle Unified Method (OUM) Using OUM with Agile Techniques

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Techniques

Jan Kettenis

Oracle Global Methods

Oracle Consulting Netherlands

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The Agile Manifesto values –

Process and toolsProcess and toolsIndividuals and interactions

Individuals and interactions

over

Comprehensive documentationComprehensive documentationWorking softwareWorking software over

Contract Contract Customer Customer over

4Source: www.agilemanifesto.org

Following a planFollowing a planResponding to change

Responding to change

over

Contract negotiation

Contract negotiation

Customer collaboration

Customer collaboration

over

While we value the things on the right, we value the things on the left more.

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Characteristics of Agile Project Management

• Iterative, incremental delivery

• Integral customer involvement

• Change-readiness – the ability to create and respond to change

• Leverage human strengths and cross-functional

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teams

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OUM is Iterative and Incremental

• OUM employs an iterative and incremental approach to implementing

• The result of an iteration is an increment.

• “Think a little�Do a little�Think a little more�Do a little more�”

Business Requirements

BusinessRequirements

RequirementsAnalysis

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Requirements

Requirements Analysis

Analysis

Design

Implementation

Test

Waterfall

Analysis

Analysis

Design

Implementation

Test

Iterative and Incremental

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OUM Allows for Frequent Customer Inspection & Feedback

Requirements

Analysis

Design

Requirements

Analysis

Design

Requirements

Analysis

Design

UAT

Launch Readiness

Iteration 1 Iteration 2 Iteration N GO LIVE6

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Design

Implementation

Test

Design

Implementation

Test

Customer – Inspection,

Acceptance, & Feedback

Design

Implementation

Test

Customer – Inspection,

Acceptance, & Feedback

Customer – Inspection,

Acceptance, & Feedback

Release to PRODUCTION

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OUM Manage and Project Approaches

• OUM Manage can be used with any project approach– Does not address any specific project approach

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– Project Manager must detail the Project Management Plan, then execute following the chosen approach

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OUM Supports Both Agility and Discipline

• “Build up” from a core set of activities to establish an appropriate level of discipline, rather than tailored down

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“Do not serve the method; make it serve you.”OUM ReadMe First

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OUM DRIVEN BY SCRUMOracle Unified Method

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Managing an OUM Project Using Scrum

• Scrum can be applied during projects which include complex custom software development.

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“Scrum hangs all of its practices on an iterative, incremental process skeleton.”

—Ken Schwaber,Agile Project Management With Scrum

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Scrum Defined

• Named after the Rugby formation• Emphasis on self-organizing teams with flat

organization structures

• Product progresses in a series of two to four week “sprints”

• Requirements captured as items in a list of

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• Requirements captured as items in a list of “product backlog”

• No specific engineering practices mandated

• Leverages process and quality improvement

• One of the “agile processes”

• First introduced into companies in the early 90’s

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Scrum Framework

Roles

•Product Owner

•ScrumMaster

•Team Ceremonies

•Sprint Planning

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•Sprint Review

•Sprint Retrospective

•Daily ScrumArtifacts

•Product Backlog

•Sprint Backlog

•Burn-Down Charts

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Sprint Backlog

2 – 4 weeks

24 hours

Daily Scrum Meeting

Feedback

Sprint Planning Meeting

Scrum Flow

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Sprint Backlog

Potentially Shippable

Product Increment

FeedbackSprint Review and

Retrospective Meetings

Product Backlog

As prioritized by Product Owner

Sprint Goal

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Scrum OUM

Product Backlog MoSCoW

Sprint Backlog Must’s & Should’s

Scrum and OUM Concepts

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Sprints ~ Iterations

Sprint Reviews Iteration Reviews

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Enterprise

OUM Driven By Scrum

Highest Priority(M’s & S’s)

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Project

Start Up

Inception and Elaboration Iterations

Construction

Iterations

Transition

Iterations

Production

FeedbackIteration Reviews

MoSCoW

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Sprints in OUM

ConstructionConstructionInceptionInception TransitionTransitionElaborationElaboration ProductionProduction

Construction Construction ConstructionConstruction Construction Construction

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Construction 1

Construction2

Construction3

Construction 1

Construction2

Construction3

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Scrum and OUM employ the approach of “think a little�Do a little�Think a little more�Do a little more�”

BusinessRequirements

RequirementsAnalysis

Analysis

Design

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Implementation

Test

OUM: Iterations

Scrum: Sprints

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SMARTLY COMBINING SCRUM TECHNIQUES WITH OUM

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Continuous Planning

• Planning is done in a top-down/bottom-up manner.

• Level of detail matches planning horizon.

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horizon.

• Estimates for iterations/sprints done by project team.

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Daily Scrum

• What have you done yesterday?

• What will you do today?

• Are there any barriers preventing you from moving forward?

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Assessing Progress and Taking Corrective Action

Burn-Down Chart

Burn-Down Chart

Team is behind.

May need to remove items from the sprint/iteration.

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Burn-Down Chart

Team is ahead.

May need to add items to the sprint/iteration.

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Let’s smartly combine OUM and SCRUM

OUM processframework

Scrum

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Anydevelopmentpractices

Scrummanagementstrategy

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ACHIEVING AGILITYOracle Unified Method

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Not JUST a change in methodology

• Change in the “culture” of the Enterprise

• Changing focus from “tactical” project level to “strategic” -adapting to agile across the

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adapting to agile across the enterprise

• Business sponsors ownership of projects

• Strategic thinking critical for the business

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Focus shift “what is Agile” to “how can we adapt to Agile”

• Mastering the cultural evolutionto agile approach

• Applying agile concepts at the strategic or portfolio level.

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strategic or portfolio level.

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For More Information6

• “Managing an OUM Project with Scrum” White Paper in the OUM Method Pack

• Agile Project Management with Scrum by Ken Schwaber

• Agile Estimating and Planning by Mike Cohn

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• Agile Estimating and Planning by Mike Cohn

• scrum.org

• scrumalliance.org

• agilemanifesto.org

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OUM CUSTOMER SUCCESS STORIES

Oracle Unified Method

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Bank Gospodarki Żywnościowej S.A. (BGŻ)

• The Credit Risk IT Support System (CRITS) project was launched to provide an integrated front office solution supporting credit and loan processes (also known as a Credit Support System).

• Project used OUM driven by Scrum approach.

“The Oracle Unified Method (OUM) Templates and Work Breakdown

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“The Oracle Unified Method (OUM) Templates and Work Breakdown

Structure (WBS) provided a great starting point for the project

documentation and project plans. The SOA and Integration

supplemental guidance was an excellent source of information on

how to manage and execute a large SOA program.”

- Kees HuigeSenior Project Manager, Bank Gospodarki Żywnościowej S.A. (BGŻ)

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Hong Kong University SPACESchool of Professional and Continuing Education

• PeopleSoft Enterprise HR & Payroll replace all legacy systems).

• Standalone with nightly batch interfaces to main HKU system.

“The Oracle Unified Method (OUM) provided tremendous

benefits to our large scale HR/Payroll project in terms of

keeping the team focused and on track. The templates

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provided as part of OUM allowed the project team to rapidly

create high quality work products. Perhaps the most useful

aspect of OUM for our project was that it ensured we

addressed both the client’s business processes needs, and

architecturally significant risks early in the project lifecycle

through an iterative and incremental series of prototypes”

Iris Cheung, APAC - December 2010Hong Kong University SPACE

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Weatherford International Ltd.

• Improves Reporting and Analysis Capabilities with Oracle Business Intelligence Application (OBIA), Oracle Supply Chain, and Order Management Analytics.

The Weatherford project, implemented in 12 weeks, highlights

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The Weatherford project, implemented in 12 weeks, highlights

the flexible and scalable nature of the Oracle® Unified

Method (OUM). Using the OUM guidelines, we were able to

choose which activities and tasks to include in the

Weatherford project plan and eliminate those that were not

necessary.

- Russ Gilkeson, NAC

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Cisco Systems, Inc.

• Expands Enterprise Identity and Access Management Capabilities

The flexible nature of OUM allowed us to select the

strategy, techniques, and tasks appropriate for

the Cisco project. We were able to scale the

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the Cisco project. We were able to scale the

method to suit the characteristics of the project

and the business Cisco supports.

http://www.cisco.com/web/about/ciscoitatwork/downloads/ciscoitatwork/pdf/CiscoOracleWP_0403.pdf

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ConclusionUsing OUM with Agile Techniques

• Now that you have completed this module, you should be able to:

– Describe the key points of the Agile Manifesto

– Describe Scrum techniques at a high level

– Understand how Scrum techniques can be applied to an OUM project.

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OUM project.

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