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Oracle Unified Method (OUM)

Level 3: Gathering Requirements using OUM
Module: Modeling Business Processes

Learning Objectives
Modeling Business Processes

By the end of this module, you should be able to:

Portray the function of business process models in the
enterprise.
Describe how business process models are introduced into a
project.
Be aware of available Oracle business process model
hierarchy standards.
Characterize how future process models are used to support
system scope.

2008, 2011 Oracle and/or its affiliates. All rights reserved.

The OUM Work Product Workflow

2008, 2011 Oracle and/or its affiliates. All rights reserved.

System Scope

(previous module)

(this module)

(Discussed
in detail
in later
modules)

2008, 2011 Oracle and/or its affiliates. All rights reserved.

Future Process Models

Document triggering events that drive the business.

Describe the process that the business executes in
response to each event.
Includes:
Catalog of triggering events
Diagrams that describe response to those events

2008, 2011 Oracle and/or its affiliates. All rights reserved.

Business Process Modeling Approaches

Enterprise-Level Business Process Management

(BPM)
To-Be Process Models are brought to project.

Solution-Provided Future Process Model

Project-Level Future Process Model Development

2008, 2011 Oracle and/or its affiliates. All rights reserved.

Future Process Models

Envision Touch
Points

BA.015 Enterprise
RD.011
Stakeholder Inventory
BA.070 Candidate
Develop Future
Services
Model
BA.040 Create
Enterprise Function or
Steps
Process Model

Process

1. Review
Implement Inputs

existing materials
RD.001 Business and (current & pre-defined
System Objectives
models)
RD.005 System
Context Diagram 2. Identify triggering events
RD.030 Current 3. Identify business actors
Process Model
RD.034 Current 4. Develop process listing and
Business and
descriptions
Baseline Metrics
5. Develop process flow
RA.015 Business Use
Case Model
diagrams
RA.023 Use Case

Modeling Level Standards

Various representations of model levels are in use
Each enterprise must choose a standard
OUM describes two standards

Fusion Development/AIA
Global Enterprise Architecture Program

Business Process Models

Consider the five level model
Top three levels are conceptual (L0 L2).
Services observed at (L2)
Fourth level is implementation specific (L3)
Process integration points
appear on lowest level (L4)

2008, 2011 Oracle and/or its affiliates. All rights reserved.

Enterprise or Industry Level

Level 0

Top level business functions of the enterprise,

Very little detail required

2008, 2011 Oracle and/or its affiliates. All rights reserved.

10

Level 0 Example

Develop Vision
and Strategy

D
elS
optra
Vte
isg
ioyn
aenvd

OperatingProcesses

Develop and
Manage
Products and
Services

D
ed
ve
paannddM
es
P
ro
ulcots
Sa
en
rvaicge

Develop and
Manage Human
Capital

DevH
eu
lom
paannd
M
Ca
pa
itn
aa
lge

Deliver
Products and
Services

Market and Sell

Products and
Services

ketaa
ProM
duacrts
nn
ddSS
ee
rvlices

De
alnivderSP
errvoid
cu
ecsts

M
anagem
entandSupportProcesses

Manage
Information
Technology

M
anageITTechnology

Manage
Environmental
Health and
Safety

M
aH
ne
aa
glethEannvd
iroS
na
m
ntal
feety

2008, 2011 Oracle and/or its affiliates. All rights reserved.

Manage
Financial
Resources

M
an
aegseou
Fricne
asncial
R

Manage
External
Relationships

M
an
Esxhte
R
ea
lagtieon
iprsnal

Manage
Customer
Services

M
anaS
geerC
er
viu
csetom

Acquire,
Construct and
Manage
Property

Aquire,aC
onstruct
n
d
M
anageProperty

Manage
Knowledge
Improvement and
Change

M
avneam
ge
dhgaen,ge
Im
p
ro
enK
tnaonw
dle
C

11

Business Area
Level 1

Depicts highest level of enterprise business flows.

Defines business within the scope of the project.
Is similar for different businesses in the same
industry.
Typical examples include:
Inventory Management
Service Management
Manage Customer Service

2008, 2011 Oracle and/or its affiliates. All rights reserved.

12

Level 1 Example
Deliver Products and Services
OperatingProcesses
D
elS
optra
Vte
isg
ioyn
aenvd

D
ed
ve
paannddM
es
P
ro
ulcots
Sa
en
rvaicge

ad
ndSS
ProM
duacrktsetan
erevlices

De
ivderSP
aln
errvoid
cu
ecsts

M
anagem
entandSupportProcesses
DevH
eu
lom
paannC
da
M
pa
itn
aa
lge

M
anageITTechnology

M
aH
ne
aa
glethEannvd
iroS
na
m
ntal
feety

M
an
aegseou
Fricne
asncial
R

M
an
Esxhte
R
ea
lagtieon
iprsnal

M
anag
er
SeerC
viu
csetom

Aquire,aC
onstruct
d
M
anagenP
roperty

M
avneam
ge
dhgaen,ge
Im
p
ro
enK
tn
aonw
dle
C

Deliver
Products and
Services

Perform Supply
Chain Planning

Procure
Materials and
Services

2008, 2011 Oracle and/or its affiliates. All rights reserved.

Manage
Logistics and
Warehousing

Provide
Customer
Services

13

Business Process
Level 2

Individual core business processes within parent

business area
May be different between businesses
Defines roles and high-level functions
Not necessary to decompose each function
Examples include:
Manage Service Contracts
Perform Service
Expense Reimbursement

2008, 2011 Oracle and/or its affiliates. All rights reserved.

14

Level 2 Example
Manage Logistics and Warehousing

Manage
Logistics and
Warehousing

Define Logistics
Strategy

Plan Inbound
Material Flow

2008, 2011 Oracle and/or its affiliates. All rights reserved.

Operate
Warehousing

Operate
Outbound
Transportation

Manage Returns
and Reverse
Logistics

15

Activity
Level 3

Depicts detailed versions of higher level processes.

May also be described as use cases
Includes scenarios and exceptions.
Done in one sitting.
Examples (for Expense Reimbursement):
Establish and Communicate Expense
Policy
Prepare Expense Request
Reimburse Expense

2008, 2011 Oracle and/or its affiliates. All rights reserved.

16

Level 3 Example
Operate Warehousing

yes

no
Warehouse

Inventory
Agent

back order?

2008, 2011 Oracle and/or its affiliates. All rights reserved.

Check
Inventory

items available?

Pick
Items
from
Storage

Report
out-ofstock

initiate back order

all available

Pack
Items for
Shipment

Ship
Items

17

Task or Steps
Level 4

Breaks down activity into finer grained steps.

Depicts lowest level of detail
May be described as use case scenarios.
Implementation specific
May include process integration
points.

2008, 2011 Oracle and/or its affiliates. All rights reserved.

18

Requirements Mapping Using Process Models

L2 Model Example Showing Identified Gap

2008, 2011 Oracle and/or its affiliates. All rights reserved.

19

Exercise

Review/Update a Business Process Model

Open your workbook to exercise 3.
Review/update the current process models with the updates
that are necessary to enhance the current business
processes.

2008, 2011 Oracle and/or its affiliates. All rights reserved.

20

Conclusion
Modeling Business Processes

Now that you have completed this module, you should

be able to:
Portray the function of business process models in the
enterprise.
Describe how business process models are introduced into a
project.
Aware of Oracle business process model standards
Characterize how future process models are used to support
system scope.

2008, 2011 Oracle and/or its affiliates. All rights reserved.

21

 2008, 2011 Oracle and/or its affiliates. All rights reserved.

22

Level 0 Example

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23

Level 1 Example
Procurement and Materials Management

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24

Level 2 Example
Procure Goods and Services

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25

Level 3 Example
Create Purchase Orders

2008, 2011 Oracle and/or its affiliates. All rights reserved.

26