PHASE

ACTIVITY OUM TASK

ID

OUM TASK NAME

PAD

PS Project Start Up
PS.ACT.RBC Review Bid and Contract
PS.BT.010
PS.BT.020
PS.BT.030
PS.BT.040
PS.RKM.020

Review and Analyze Bid Material

Review and Confirm Business Case
Identify Project Stakeholders
Review and Accept Project Budget
Conduct Baseline Risk Assessment

15
15
15
15
15

PS.ACT.RPAC Review Project Assets with Client

PS.BT.050
PS.BT.060
PS.BT.070

Review Contract with Client

Review Project Approach with Client
Create Project Management Framework

25
25
25

PS.ACT.VSSOS Validate Scope, Stakeholders and OCM Strategy

PS.SM.010
PS.CMM.010
PS.OCHM.010

Define and Confirm Scope

Conduct Project Stakeholder Analysis
Understand Customer's Organizational Change Management Strategy

10
15
15

PS.ACT.DW Develop Workplan

PS.WM.010

Develop Baseline Project Workplan

10

PS.ACT.DSPB Develop Staff Plan and Budget

PS.FM.010
PS.STM.010
PS.STM.030
PS.STM.040
PS.QM.030

Refine Project Budget

Plan Resource Requirements
Staff Project
Prepare Orientation Guide(s)
Conduct Project Team Quality Management Orientation

15
15
15
15
15

PS.ACT.CPMP Complete Project Management Plan

PS.SM.020
PS.FM.020
PS.WM.020

Develop Scope Change Management Processes

Develop Financial Management Plan
Develop Work Management Execution and Control Processes and Policies

10
15
15

PS.RKM.010
PS.IPM.010
PS.IPM.020
PS.STM.020
PS.CMM.020
PS.QM.010
PS.QM.020
PS.CM.010
PS.CM.030
PS.IFM.010
PS.PCM.010
PS.OCHM.020

Develop Risk Management Plan

Develop Issue Management Strategy
Develop Problem Management Strategy
Develop Staff Management Plan
Develop Project Team Communication Plan
Develop Quality Management Plan
Develop and Document Quality Control and Reporting Process
Develop Configuration Management Strategy and Processes
Create Project Documentation Management Plan
Develop Infrastructure Management Plan
Develop Procurement Strategy and Process
Identify Change Management Warning Signs

15
15
15
15
15
15
15
15
15
15
15
15

PS.ACT.EPI Establish Project Infrastructure

PS.FM.030
PS.RKM.030
PS.IPM.030
PS.CM.020
PS.IFM.020
PS.IFM.030
PS.PCM.020

Set Up Time and Expense Tracking

Develop Risk Management System
Develop Issue and Problem Management System
Obtain Configuration Management Tools
Establish Team Work Environment
Establish Technical Infrastructure
Procure Goods and Contracted Services

15
15
15
5
15
15
15

PEC Project Execution and Control

PEC.ACT.MSAA Manage Scope, Acceptance and Approvals
PEC.SM.030
PEC.SM.040
PEC.WM.050

Manage Scope
Manage Acceptance
Manage Approvals

15
15
15

PEC.ACT.MPF Manage Project Finances

PEC.FM.040

Manage Project Finances

10

PEC.ACT.MPW Manage Project Workplan

PEC.WM.030

Manage Project Workplan

15

PEC.WM.040

Track Schedule Performance

15

PEC.ACT.MRIP Manage Risks, Issues and Problems

PEC.RKM.040
PEC.RKM.050
PEC.IPM.040

Manage Risk
Monitor and Control Risk
Manage Issues and Problems

15
15
15

PEC.ACT.OMT Orient and Manage Team

PEC.STM.050
PEC.STM.060

Conduct Team Orientation(s)

Manage Project Team

15
15

PEC.ACT.MCOP Manage Communications and OCM Plans

PEC.CMM.030 Manage Project Team Communication
PEC.OCHM.030 Execute Change and Communication Plan

10
15

PEC.ACT.MPQ Manage Project Quality

PEC.QM.040
PEC.QM.050

Manage Quality Control

Perform Quality Assurance

15
15

PEC.ACT.CECRM Create and Execute Configuration and Release Management

PEC.CM.040
PEC.CM.050
PEC.CM.060
PEC.CM.070

Create and Execute Software Configuration Management Plan

Create and Execute Software Release Management Plan
Create and Execute Environment and Patch Management Plan
Create and Execute Configuration Management Control Plan

15
15
5
15

PEC.ACT.MMI Manage and Maintain Infrastructure

PEC.IFM.040

Manage and Maintain Infrastructure

15

PEC.ACT.APGCS Administer Procurement of Goods and Contracted Services

PEC.PCM.030

Administer Procurement of Goods and Contracted Services

15

PC Project Closure
PC.ACT.GA Gain Acceptance
PC.SM.050

Gain Acceptance

15

PC.ACT.CPC Close Processes and Contract

PC.SM.060
PC.SM.070
PC.FM.050
PC.WM.060
PC.RKM.060
PC.IPM.050
PC.STM.070
PC.QM.060
PC.CM.080
PC.IFM.050
PC.PCM.040
PC.OCHM.040

Close Scope Management

Identify Future System Enhancements
Close Project Financials
Close Work Management
Conduct Post-Production Risk Assessment
Produce Final Issue and Problem Report and Close Log(s)
Release Staff
Conduct Post Production Quality Review
Close Configuration Management
Close Infrastructure
Close Contract
Establish Follow-Up Process

15
15
15
15
15
15
15
15
5
15
15
15

PC.ACT.DLLAP Document Lessons Learned and Archive Project

PC.CMM.040
PC.CMM.050
PC.CMM.060

Document Lessons Learned

Turn Over Project Documentation (Project Archives)
Submit Final Reports

10
15
15

PM

Project
Lead(s)

Functional Technical
Team
Lead(s)
Lead(s) Members

User Roles

85
85
85
85
85

CPS
CPS
CPM, CPS
CPS
CPS

75
75
75

CPM, CPS
CPM, CPS
CPM, CPS

60
85
85

30

CPM, CPS
CPM, CPS
CPS

65

25

CPS

85
85
85
85
85
70
85
85
85
85
85
85
85
85
85
85
85
85
85
85
85
85
85
15
85
85
85

CPS
CPS
CPS
CPS
CPS
20

CPS
CPS
CPS
CPS
CPS
CPS
CPS
CPM, CPS
CPS
CPS
CPM, CPS
CPS
CPM
CPS
CPS

Advisory
Advisory

CPS
CPS
CPS
CPS
CPS
CPS
CPS

80

85
85
85
40
85

CPS
CPS
CPS
50

CPM, CPS, SCM

CPS

85

CPS

85
85
85

CPS
CPS
CPS

85
85

CPM, CPS
CPS

65
85

25

85
85
85
85
15
85

CPM, CPS
CPS
CPS
CPS

Advisory
Advisory
30
Advisory

Advisory
Advisory
50
Advisory

CPM, CPS
CPM, CPS
CPM, CPS
CPM, CPS

85

CPS

85

CPS

85

CPS

85
85
85
85
85
85
85
85
45
85
85
85

CPS
CPS

65
85
85

CPS
CPS
CPS
CPS
CPS
CPS
CPS
CPS
CPS

50

25

CPS
CPS
CPS

PHASE ACTIVITY

OUM TASK
ID

OUM TASK NAME

INIT Initiate
INIT.ACT.PEF Prepare Envision Foundation
INIT.ER.010

Create Business Case for Envision Engagement

INIT.EA.001
INIT.ER.040
INIT.ER.045

Justify and Engage Enterprise Architects

Gather Enterprise Diagnostic Information
Establish Executive Sponsorship

INIT.BA.010
INIT.BA.012
INIT.BA.015
INIT.GV.010

Identify Business Strategy

Define Business Scope
Conduct Enterprise Stakeholder Assessment
Define Governance Strategy

INIT.BA.017.1

Determine Metrics Collection and Reporting Strategy

INIT.BA.018.1
INIT.BA.020

Establish Current Baseline Metrics

Document Enterprise Organization Structures

INIT.BA.025
INIT.EA.002

Determine Operaing Model

Review External Reference Architectures

INIT.ER.015

Conduct Enterprise Maturity Assessment

INIT.ER.020

Determine Envision Engagement Strategy

INIT.ACT.PD Prepare for Discovery

INIT.EOCM.010
INIT.ER.025
INIT.ER.030
INIT.ER.050

Create and Manage Ad Hoc Communications

Educate Enterprise on Area of Focus
Set and Agree on Plan for Envision Engagement
Validate and Agree on Envision Engagement Plan

INIT.ACT.CEAWE Conduct Executive Alignment Workshop - Envision

INIT.EOCM.020 Prepare for Executive Alignment Workshop
INIT.EOCM.030 Conduct Executive Alignment Workshop
INIT.EOCM.040 Build and Deploy Sponsorship Program

INIT.ACT.DMCEC Define and Maintain Common Enterprise Concepts

INIT.BA.030.1
INIT.EA.010.1
INIT.ER.070

Develop Enterprise Glossary

Review Architecture Principles, Guidelines and Standards
Define Modeling Strategy for the Enterprise

INIT.ACT.EDGI Execute Discovery - Gather Information (As Is)

INIT.EOCM.050
INIT.EOCM.060
INIT.EOCM.070
INIT.ER.080
INIT.ER.090
INIT.GV.015
INIT.GV.020.1
INIT.BA.040
INIT.BA.050
INIT.BA.055
INIT.BA.058
INIT.BA.060.1

Assess Enterprise Change Readiness

Prepare Project Team for Client Culture
Identify Change Agent Structure
Obtain Existing Reference Material
Conduct Solution Readiness Assessment
Review Current Governance Model
Determine Regulatory and Business Mandates
Create Enterprise Function or Process Model
Develop Enterprise Domain Model (Business Entities)
Develop Enterprise Knowledge Flow
Develop Business Architecture
Perform High-Level Use Case Discovery

INIT.EA.030

Identify Current Enterprise Architecture

INIT.EA.040
INIT.GV.030.1

Analyze Capabilities
Discover or Define Policies

INIT.EA.050

Identify Current Architectural Challenges

INIT.GV.092
INIT.IP.010
INIT.GV.094
INIT.IP.012
INIT.IP.015
INIT.BA.065

Determine Projects Meta Data Description

Inventory Projects
Determine Applications Meta Data Description
Inventory Applications
Conduct Portfolio Analysis
Review Business-IT SLA

INIT.BA.067
INIT.GV.096
INIT.GV.098
INIT.IP.014
INIT.ER.100
INIT.EA.057

Review Business Volumetrics

Determine Services Meta Data Description
Determine Other Meta Data Descriptions
Inventory Services
Define Supplemental Enterprise Requirements
Review Business Capacity Plan

INIT.ACT.EDBPD Execute Discovery - Brainstorm, Prioritize and Discover Entry Points

INIT.BA.045

Develop Enterprise Business Context Diagram

INIT.GV.040

Determine Organizational Impact of Governance

INIT.EA.060
INIT.EA.065
INIT.ER.110.1
INIT.BA.060.2

Identify Architectural Gaps and Improvement Options

Identify Enterprise IT Strategy
Perform Benefit Analysis
Perform High-Level Use Case Discovery

INIT.EA.075
INIT.BA.070
INIT.IP.020
INIT.IP.025
INIT.BA.080
INIT.IP.030
INIT.BA.090

Develop Technology Reference Architectures

Identify Candidate Services
Analyze Services
Populate Services Repository
Identify Candidate Enterprise Business Rules
Analyze Business Rules
Identify Process Improvement Options

INIT.ER.120.1
INIT.ER.130.1
INIT.EA.095

Identify and Mitigate Future State Risks

Produce MoSCoW Improvement List
Review Enterprise Software Development Process

INIT.IP.040

Identify Candidate Projects

INIT.ACT.EDF Execute Discovery - Finish

INIT.ER.140
INIT.ER.150

Share Product Strategies with Enterprise

Review Discovery Findings

INIT.ACT.DSPC Develop Solution and Present to Client

INIT.GV.050.1

Define Policy Implementation Processes

INIT.GV.060.1
INIT.GV.070.1
INIT.GV.080.1
INIT.GV.090.1
INIT.GV.100.1
INIT.ER.160
INIT.ER.165
INIT.ER.167
INIT.EA.110
INIT.EA.120
INIT.EA.130
INIT.EA.140
INIT.EA.150
INIT.EA.160

Define Policy Implementation Tooling

Define Policy Metrics
Define Policy Monitoring Processes
Determine Funding Model
Implement Governance
Develop Desired Future State
Identify Capability Challenges
Determine Remediation Approaches
Develop Future State Enterprise Architecture
Develop Information Architecture
Develop Technology Architecture
Develop Applications Architecture
Define Transitional Architectures
Define Business Rules Implementation Strategy

INIT.EA.170
INIT.ER.170
INIT.IP.050.1
INIT.ER.110.2
INIT.IP.060

Identify Integration Requirements

Develop Future State Transition Plan
Prioritize Projects
Perform Benefit Analysis
Develop IT Portfolio Plan

INIT.EA.190

Define Product Implementation Prioritization

INIT.ER.180
INIT.EA.200

Prepare for and Present Solution Recommendations

Determine Development Framework and Policy Guidelines

INIT.ACT.PTI Plan Transition to Implementation

INIT.ER.190
INIT.ER.200

Review Business Feedback and Identify Opportunities

Prepare for Transition to Sales or Services

ME Maintain and Evolve

ME.ACT.ME Maintain and Evolve
ME.BA.017.2

Metrics Collection and Reporting Strategy

ME.BA.018.2

Establish Current Baseline Metrics

ME.BA.100

Maintain Enterprise Business Models

ME.BA.110

Maintain Business Rules

ME.BA.030.2

Develop Enterprise Glossary

ME.EA.010.2
ME.GV.020.2
ME.GV.030.2

Review Architecture Principles, Guidelines and Standards

Determine Regulatory and Business Mandates
Discover or Define Policies

ME.GV.050.2

Define Policy Implementation Processes

ME.GV.060.2
ME.GV.070.2
ME.GV.080.2
ME.GV.090.2
ME.GV.100.2
ME.GV.110
ME.ER.120.2
ME.ER.130.2
ME.EA.210
ME.IP.050.2
ME.IP.070
ME.IP.080
ME.ER.210

Define Policy Implementation Tooling

Define Policy Metrics
Define Policy Monitoring Procedures
Funding Model
Implement Governance
Monitor, Analyze and Improve Governance Processes
Identify and Mitigate Future Enterprise Architecture Risks
Produce MoSCoW Improvement List
Maintain Enterprise Architectural Models
Prioritize Projects
Execute and Maintain IT Portfolio and Programs
Maintain Repository of Artifacts
Monitor Current Situation and Pursue Relevant Updates

CMS

EA

SOLA

PAD

PM

SM

80

20

50
50
100

50
50

Other Client Roles

CS

SM

100
100
100
60 (EA)
40 (BAR)
100

CEA, CS
CEA, CS
CEA, CS
CEA, CS
CEA

100
100
100
50

CEA
CEA
CS
50

100

CS

80

20

100
10
100
100

PM

CS

PM

CCS
CS

90
PM
PM

CPM, CPS

50
100

50

PM
PM

CPM, CPS
CPM, CPS

70

30

PM

CPM, CPS

100
100
100

CEA
CEA
CEA

100
100
100

PM
PM
PM
100
100
100
100 (BAR)
100
20
20
100 (BAR)
50 (EA)
50 (BAR)
100
(20-50)
100
EA (20)
BAR (80)
100

80 (IA)
80 (IA)

0
(50-80)

CCML, CPM, CPS

CEA
CEA
CEA
CEA
CEA
CEA, CE
CEA
CEA
CEA
CEA
CEA

100
100
100
80
100
50 (EA)
50 (BAR)
100
100
100
100
50
20

CEA, CSOLA, CPM, CIO

CEA, CIO, CTO, CPMs
CEA, CSOLA, CIO
CEA, CIO, CSE
CEA
CEA

20(AA)

CEA
CEA, CSOLA, CSDLC, CIO
CEA, CSOLA, CSDLC, CIO
CEA, CTO, CSE, CPMs
CEA, CS
CSOLA

50
80 (TA)

100

CEA

30 (EA)
70 (BAR)
100
100
100
50 (EA)
50 (BAR)
20
50
50
30
100
70
50 (EA)
50 (BAR
100
100
50

CEA
CEA
CEA, CE
CEA, CPM, CS
CEA
80 (TA)
50 (AA)
50 (AA)
70 (TA)

CEA
CSOLA
CEA
CSOLA
CEA
CEA

30 (AA)

CEA
CEA, CPS
CSDLC

50

100
30
90
60 (EA)
40 (BAR)
20
100
100
100 (BAR)
100
50
100
100
100
40
20
40
100
30
30
60
100
100
40

CEA, CIO
70
10

CEA, CS
CEA, CPS
CEA

80

CEA
CEA
CEA, CPS
CEA, CPS, CIO
CEA
CEA, CSOLA
CEA, CS
CEA
CEA
CSOLA
CSOLA
CSOLA
CEA, CE

50

60 (IA)
80 (TA)
60 (AA)
70 (TA)
70
40

60

CEA
CEA, CIO
CEA, CPM, CS
CS

40
60 (BAR)
100
100

CEA
CEA, CS

80
70

20
30

PM

100

CEA

100

CEA

100

CEA

100
100

CEA

100
100 (BAR)
20 (EA)
80 (BAR)
60 (EA)
40 (BAR)
20
100
100
100 (BAR)
100
100
100
100

CEA
CEA
CEA
CEA
80

CEA
CEA
CEA, CPS
CEA, CPS, CIO
CEA
CEA
CEA
CEA, CPS
CEA
CEA, CIO

100
100
20
100
100

80
SOLA

CERM
CPS

OUM to AIM Mapping

PHASE ACTIVITY

OUM
TASK ID

OUM TASK NAME

A Inception
A.ACT.GBRI Gather Business Requirements - Inception
A.RD.001
A.RD.003
A.RD.005
A.RD.011.1
A.RD.020
A.RA.010
A.RA.015
A.RD.065

Detail Business and System Objectives

Identify Viewpoints
Create System Context Diagram
Develop Future Process Model
Obtain High-Level Business Descriptions
Simulate Business Process
Develop Business Use Case Model
Develop Domain Model (Business Entities) (Class Diagram)

A.RD.012
A.RD.015

Document Present and Future Organization Structures

Determine KPI Collection and Reporting Strategy

A.ACT.ECBB Establish Current Business Baseline

A.RD.030
A.RD.034

Develop Current Business Process Model

Document Current Business Baseline Metrics

A.ACT.GR Gather Solution Requirements

A.RD.042.1
A.RD.045.1
A.RD.055
A.RD.130.1
A.RA.019
A.RA.021.1
A.RA.023.1
A.RA.025.1
A.RA.027.1

Develop Glossary
Prioritize Requirements (MoSCoW)
Detail Supplemental Requirements
Develop Baseline Architecture Description
Define Project Reference Architecture
Tell User Story
Develop Use Case Model
Identify Candidate Services
Identify Candidate Business Rules

A.RA.028.1

Populate Business Rules Repository

A.ACT.PSUIA Perform Software Upgrade Impact Analysis

A.TA.004
A.RD.134
A.RD.136
A.RD.138
A.MC.090.1

Perform Technical Architecture Impact Analysis

Identify New Software Release Changes
Perform Custom Extension Impact Analysis
Perform Data Impact Analysis
Conduct Reporting Fit Analysis

A.ACT.CR Consolidate Solution Requirements

A.RD.140.1
A.RD.150.1

Create Requirements Specification

Review Requirements Specification

A.ACT.CCPI Create Conceptual Prototype - Inception

A.IM.005.1

Develop Conceptual Prototype

16

OUM to AIM Mapping

PHASE ACTIVITY

OUM
TASK ID

OUM TASK NAME

A.RA.030.1

Validate Conceptual Prototype

A.ACT.GSP Gather Supporting Requirements

A.CV.010
A.TE.005.1
A.PT.010
A.TA.010
A.DO.010
A.RD.070

Define Data Acquisition and Conversion Requirements

Determine Testing Requirements
Conduct Performance Management Workshop
Conduct Technical Architecture Workshop
Define Documentation Requirements and Strategy
Determine Audit and Control Requirements

A.ACT.SKSD Specify Key Structure Definition

A.MC.010.1
A.MC.020

Define Business Data Structures

Define Business Data Structure Setups

A.ACT.CMAHC Create and Manage Ad Hoc Communications

A.OCM.010

Create and Manage Ad Hoc Communications

A.ACT.CEAW Conduct Executive Alignment Workshop

A.OCM.020
A.OCM.030

Prepare for Executive Alignment Workshop

Conduct Executive Alignment Workshop

A.OCM.040

Build and Deploy Sponsorship Program

A.ACT.TPT Train Project Team

A.TR.010.1

Define Training Strategy

A.TR.020
A.TR.030
A.TR.040
A.TR.050

Prepare Project Team Learning Plan

Prepare Project Team Learning Environment
Develop Project Team Learningware
Conduct Project Team Learning Events

A.ACT.CAWI Conduct Alignment Workshops - Inception

A.OCM.050
A.OCM.060
A.OCM.070
A.OCM.080
A.OCM.090
A.OCM.100

Prepare for Team-Building Workshop

Conduct Team-Building Workshop
Design Managers' Project Alignment Workshop
Conduct Managers' Project Alignment Workshop
Design Change Agent Workshop
Conduct Change Agent Workshop

A.ACT.CCRA Conduct Change Readiness Assessment

A.OCM.110
A.OCM.120
A.OCM.130

Develop Change Readiness Assessment Strategy and

Tools
Conduct Change Readiness Assessment and Analyze Data
Build Communication Strategy and Change Management
Roadmap

A.ACT.DCMRCCI Deploy Change Management Roadmap / Communication Campaign - Inception

17

OUM to AIM Mapping

PHASE ACTIVITY

OUM
TASK ID

OUM TASK NAME

A.OCM.140
Develop Communication Campaign
A.OCM.150.1 Conduct Change Management Roadmap / Communication
Campaign

A.ACT.LCOB Lifecycle Objective Milestone Summary

A.PMC.LCOB Lifecycle Object Milestone

B Elaboration
B.ACT.DPS Define Project Strategy
B.DS.020
B.TE.005.2
B.TE.010
B.CV.020
B.DO.020
B.TR.010.2

Define Application Extension Strategy

Determine Testing Requirements
Develop Testing Strategy
Define Data Acquisition, Conversion and Data Quality
Strategy
Define Documentation Standards and Procedures
Define Training Strategy

B.TS.020.1

Define Cutover Strategy

B.ACT.DI Define Infrastructure

B.TA.020

Define Technical Architecture Requirements and Strategy

B.TA.030
B.TA.040
B.TA.050
B.TA.060
B.TA.070
B.TA.080
B.TA.090

Define Integration Requirements and Strategy

Define Reporting and Information Access Strategy
Define Disaster Recovery Strategy
Define System Operations and Management Strategy
Define Initial Architecture and Application Mapping
Define Backup and Recovery Strategy
Develop Security and Control Strategy

B.ACT.PEE Prepare Environments-Elaboration

B.IM.007.1
B.TE.018.1
B.TE.038.1

Prepare Development Environment

Prepare Static Test Data
Prepare Integration Test Environment

B.TE.060.1

Prepare System Test Environment

B.CV.030.1
B.DO.040

Prepare Conversion Environment (Initial Load)

Prepare Documentation Environment

B.ACT.GBRE Gather Business Requirements - Elaboration

B.RD.011.2
B.RA.055.1
B.MC.030
B.TA.006

Develop Future Process Model

Document Business Procedures
Map Business Requirements
Define Technical Prototype Subprojects

18

OUM to AIM Mapping

PHASE ACTIVITY

OUM
OUM TASK NAME
TASK ID
B.ACT.DTP Develop Test Plans
B.TE.015.1
B.TE.050.1
B.TE.080
B.TE.082

Develop Integration Test Plan

Develop System Test Plan
Develop Systems Integration Test Plan
Develop Acceptance Test Plan

B.ACT.SSC Specify Software Configuration (Multiply Instantiated)

B.MC.010.2
B.MC.040
B.MC.050.1
B.MC.060

Define Business Data Structures

Gather Setup Information
Define Application Setups
Document Functional Security

B.ACT.PVC Prototype and Validate Configuration

B.TE.025.1
B.MC.070
B.MC.080
B.MC.090.2

Create System Test Scenarios

Prepare Configuration Prototype Environment
Conduct Configuration Prototyping Workshop
Conduct Reporting Fit Analysis

B.ACT.PGA Perform Gap Analysis

B.MC.100
B.MC.110

Define and Estimate Application Extensions

Define Gap Resolutions

B.ACT.DUCM Develop Use Case Model

B.RA.021.2
B.RA.023.2

Tell User Story

Develop Use Case Model

B.ACT.CCPE Create Conceptual Prototype - Elaboration

B.IM.005.2
B.RA.030.2

Develop Conceptual Prototype

Validate Conceptual Prototype

B.ACT.CS Consolidate Specification

B.RD.042.2
B.RD.045.2
B.RD.140.2
B.RD.150.2
B.RA.025.2
B.RA.027.2
B.RA.028.2
B.RA.180.1

Develop Glossary
Prioritize Requirements (MoSCoW)
Create Requirements Specification
Review Requirements Specification
Identify Candidate Services
Identify Candidate Business Rules
Populate Business Rules Repository
Review Use Case Model

B.ACT.BSA Baseline Software Architecture

B.RA.035
B.AN.040.1
B.DS.040.1

Develop High-Level Software Architecture Description

Develop Analysis Architecture Description
Develop Design Architecture Description

B.ACT.DUCD Develop Use Case Details

B.RA.024.1

Develop Use Case Details

19

OUM to AIM Mapping

PHASE ACTIVITY

OUM
OUM TASK NAME
TASK ID
B.ACT.AE Analyze - Elaboration
B.AN.035.1
B.AN.050.1
B.AN.060.1
B.AN.070.1
B.AN.080.1
B.AN.085.1
B.RA.026.1
B.AN.090.1
B.AN.100.1
B.AN.110.1

Update Existing Analysis Specification

Analyze Data
Analyze Behavior
Analyze Business Rules
Analyze Services
Define Service
Populate Services Repository
Analyze User Interface
Prepare Analysis Specification
Review Analysis Model

B.ACT.DE Design - Elaboration

B.DS.035.1
B.DS.050
B.DS.060
B.DS.070.1
B.DS.080.1
B.DS.090.1
B.DS.100.1
B.DS.110.1
B.DS.120.1
B.DS.130.1
B.DS.140.1
B.DS.150.1
B.DS.160.1

Update Existing Design Specification

Determine Design and Build Standards
Define Business Rules Implementation Strategy
Define SOA Implementation Strategy
Design Software Components
Design Data
Design Behavior
Design Business Rules
Design Services
Design User Interface
Prepare Design Specification
Develop Database Design
Review Design Model

B.ACT.DCCTSE Develop Custom Component Test Scripts - Elaboration

B.TE.020.1
B.TE.035.1

Develop Unit Test Scripts

Create Integration Test Scenarios

B.ACT.DSTSE Develop System Test Scenarios Elaboration

B.TE.025.2

Create System Test Scenarios

B.ACT.DVCSP Develop and Validated Custom Software Prototypes

B.IM.010
B.RA.085
B.IM.020
B.IM.085
B.RA.095
B.IM.040.1
B.IM.053.1
B.IM.055.1

Develop Functional Prototype

Validate Functional Prototype
Develop Architectural Foundation
Develop User Interface Standards Prototype
Validate User Interface Standards Prototype
Implement Database
Register Services
Perform Business Rules Implementation (Rules Engine)

20

OUM to AIM Mapping

PHASE ACTIVITY

OUM
TASK ID

OUM TASK NAME

B.IM.060.1

Perform Component Review

B.ACT.PCCTE Perform Custom Component Testing - Elaboration

B.TE.030.1
B.TE.040.1

Perform Unit Test

Perform Integration Test

B.ACT.PSTE Perform System Test Elaboration

B.TE.070.1

Perform System Test

B.ACT.VUPE Validate Upgrade Process - Elaboration

B.TE.072.1
B.TE.073.1
B.TE.074.1
B.TE.075.1
B.TE.076.1

Test Pre-Upgrade Steps

Test Packaged Software Upgrade
Test Post-Upgrade Steps
Perform Post-Upgrade Reconciliation Testing
Review Upgrade Test Results

B.ACT.PPM Plan Performance Management

B.PT.020
B.PT.030
B.PT.040
B.PT.050
B.PT.060

Define Performance Management Requirements and

Strategy
Define Performance Testing Strategy
Identify Performance Testing Models and Scenarios
Design Performance Test Scripts and Programs
Design Performance Test Data and Load Programs

B.ACT.PACDE Prepare to Acquire and Convert Data - Elaboration

B.CV.025
B.RA.160
B.CV.027.1
B.RA.170.1
B.CV.035.1
B.CV.040.1
B.CV.050.1
B.CV.055.1
B.CV.060.1
B.CV.062.1
B.CV.063.1

Define Data Acquisition and Conversion Standards

Conduct Business Data Source Gap Analysis
Perform Data Mapping
Conduct Data Quality Assessment
Define Manual Conversion Procedures (Initial Load)
Design Conversion Components (Initial Load)
Prepare Conversion Test Plans (Initial Load)
Implement Conversion Components (Initial Load)
Perform Conversion Component Unit Test (Initial Load)
Perform Conversion Component Business Object Test
(Initial Load)
Perform Conversion Component Validation Test (Initial
Load)

B.ACT.PBPII Prepare Business Process Impact Inventory

B.OCM.160

Prepare Business Process Impact Inventory

B.ACT.DCMRCCE Deploy Change Management Roadmap / Communication Campaign - Elaboration

B.OCM.150.2 Conduct Change Management Roadmap / Communication
Campaign

21

OUM to AIM Mapping

PHASE ACTIVITY

OUM
TASK ID

OUM TASK NAME

B.OCM.155.1 Monitor Change Management Roadmap / Communication

Campaign Effectiveness

B.ACT.LCAR Lifecycle Architecture Milestone Summary

B.PMC.LCAR Lifecycle Architecture Milestone

C Construction
C.ACT.FR Finalize Requirements
C.RD.042.3
C.RD.045.3
C.RD.130.2
C.RA.021.3
C.RA.023.3
C.RA.024.2
C.RA.025.3
C.RA.027.3
C.RA.028.3
C.RA.180.2

Develop Glossary
Prioritize Requirements (MoSCoW)
Develop Baseline Architecture Description
Tell User Story
Develop Use Case Model
Develop Use Case Details
Identify Candidate Services
Identify Candidate Business Rules
Populate Business Rules Repository
Review Use Case Model

C.ACT.AC Analyze - Construction

C.AN.035.2
C.AN.040.2
C.AN.050.2
C.AN.060.2
C.AN.070.2
C.AN.080.2
C.AN.085.2
C.RA.026.2
C.AN.090.2
C.AN.100.2
C.AN.110.2

Update Existing Analysis Specification

Develop Analysis Architecture Description
Analyze Data
Analyze Behavior
Analyze Business Rules
Analyze Services
Define Service
Populate Services Repository
Analyze User Interface
Prepare Analysis Specification
Review Analysis Model

C.ACT.DC Design - Construction

C.DS.035.2
C.DS.040.2
C.DS.080.2
C.DS.090.2
C.DS.100.2
C.DS.110.2
C.DS.120.2
C.DS.130.2
C.DS.140.2
C.DS.150.2

Update Existing Design Specification

Develop Design Architecture Description
Design Software Components
Design Data
Design Behavior
Design Business Rules
Design Services
Design User Interface
Prepare Design Specification
Develop Database Design

22

OUM to AIM Mapping

PHASE ACTIVITY

OUM
TASK ID

OUM TASK NAME

C.DS.160.2

Review Design Model

C.ACT.PTP Perform Test Planning

C.TE.015.2
C.TE.050.2

Develop Integration Test Plan

Develop System Test Plan

C.ACT.PEC Prepare Environments - Construction

C.IM.007.2
C.TE.018.2
C.TE.038.2

Prepare Development Environment

Prepare Static Test Data
Prepare Integration Test Environment

C.ACT.DCCTSC Develop Custom Component Test Scripts - Construction

C.TE.020.2
C.TE.035.2

Develop Unit Test Scripts

Create Integration Test Scenarios

C.ACT.DSTSC Develop System Test Scenarios - Construction

C.TE.025.3

Create System Test Scenarios

C.ACT.DSITS Develop Systems Integration Test Scenarios

C.TE.090

Develop Systems Integration Test Scenarios

C.ACT.ICC Implement Custom Components

C.IM.040.2
C.IM.050
C.IM.053.2
C.IM.055.2

Implement Database
Implement Components
Register Services
Perform Business Rules Implementation (Rules Engine)

C.IM.060.2
C.IM.070
C.IM.080
C.IM.090
C.TE.065

Perform Component Review

Assemble Components
Integrate Services
Create Installation Routines
Perform Installation Test

C.ACT.PCCTC Perform Custom Component Testing - Construction

C.TE.030.2
C.TE.040.2

Perform Unit Test

Perform Integration Test

C.ACT.PST Prepare for System Test

C.MC.050.2
C.TE.060.2

Define Application Setups

Prepare System Test Environment

C.ACT.PSTC Perform System Test - Construction

C.TE.070.2
C.RA.055.2
C.TE.019.1

Perform System Test

Document Business Procedures
Collect, Assess and Refine KPI Measurements

C.ACT.PSIT Perform Systems Integration Test

23

OUM to AIM Mapping

PHASE ACTIVITY

OUM
TASK ID

OUM TASK NAME

C.TE.085

Prepare Systems Integration Test Environment

C.TE.100

Perform Systems Integration Test

C.ACT.PPT Prepare for Performance Testing

C.PT.070
C.PT.080
C.PT.090

Build Performance Test Scripts and Programs

Construct Performance Test Environment and Database
Conduct Performance Test Dress Rehearsal

C.ACT.PT Prepare for Transition

C.TA.100
C.TA.110
C.TA.150
C.TA.160

Define System Management Procedures

Define Operational Testing Plan
Define Final Platform and Network Architecture
Define System Capacity Plan

C.ACT.PCO Prepare for Cutover

C.TS.020.2
C.TS.030
C.TS.040

Define Cutover Strategy

Develop Installation Plan
Design Production Support Infrastructure

C.ACT.TI Test Infrastructure

C.TA.120
C.TA.130
C.TA.140

Conduct Operational Testing

Conduct Backup and Recovery Test
Conduct Disaster Recovery Test

C.ACT.PACDC Prepare to Acquire and Convert Data - Construction

C.CV.027.2
C.RA.170.2
C.CV.035.2
C.CV.040.2
C.CV.050.2

Perform Data Mapping

Conduct Data Quality Assessment
Define Manual Conversion Procedures (Initial Load)
Design Conversion Components (Initial Load)
Prepare Conversion Test Plans (Initial Load)

C.ACT.ACDC Acquire and Convert Data-Construction

C.CV.030.2
C.CV.055.2
C.CV.060.2
C.CV.062.2
C.CV.063.2
C.CV.064.1
C.CV.065.1
C.CV.068.1

Prepare Conversion Environment (Initial Load)

Implement Conversion Components (Initial Load)
Perform Conversion Component Unit Test (Initial Load)
Perform Conversion Component Business Object Test
(Initial Load)
Perform Conversion Component Validation Test (Initial
Load)
Install Conversion Components (Initial Load)
Convert and Verify Data (Initial Load)
Clean Data

C.ACT.VUPC Validate Upgrade Process - Construction

C.TE.072.2

Test Pre-Upgrade Steps

24

OUM to AIM Mapping

PHASE ACTIVITY

OUM
TASK ID

OUM TASK NAME

C.TE.073.2
C.TE.074.2
C.TE.075.2
C.TE.076.2

Test Packaged Software Upgrade

Test Post-Upgrade Steps
Perform Post-Upgrade Reconciliation Testing
Review Upgrade Test Results

C.ACT.PD Produce Documentation

C.DO.060
C.DO.070
C.DO.080
C.DO.100

Publish User Reference Manual

Publish User Guide
Publish Technical Reference Material
Produce Online Help

C.ACT.DCMRCCC Deploy Change Management Roadmap / Communication Campaign - Construction

C.OCM.150.3 Conduct Change Management Roadmap / Communication
Campaign
C.OCM.155.2 Monitor Change Management Roadmap / Communication
Campaign Effectiveness

C.ACT.CJIA Conduct Job Impact Analysis

C.OCM.170
C.OCM.180
C.OCM.190

Collect and Analyze Job Change Data

Determine Impact of Job Changes
Prepare HR Transition Plan

C.ACT.CMAWC Conduct Managers' Alignment Workshop - Construction

C.OCM.200
C.OCM.210

Design Managers' Unit / Department Impact Workshop

Conduct Managers' Unit / Department Impact Workshop

C.ACT.DEUT Design End-User Training

C.TR.060
C.TR.070

Conduct User Learning Needs Analysis

Develop User Learning Plan

C.ACT.BEUT Build End-User Training

C.TR.080
C.TR.090

Develop User Learningware

Prepare User Learning Environment

C.ACT.TEUC Train End Users - Construction

C.TR.100.1

Conduct User learning Events

C.ACT.IOCM Initial Operational Capability Milestone Summary

C.PMC.IOCM Initial Operational Capability Milestone

D Transition
D.ACT.SUAT Support User Acceptance Test
D.TE.105
D.TE.110
D.TE.120

Prepare Users for Testing

Prepare Acceptance Test Environment
Support Acceptance Test

25

OUM to AIM Mapping

PHASE ACTIVITY

OUM
OUM TASK NAME
TASK ID
D.ACT.CPTST Conduct Performance Test
D.PT.100
D.PT.110

Execute Performance Test

Create Performance Test Report

D.ACT.PPE Prepare Production Environment

D.TS.050
D.TS.054
D.TS.055
D.TS.056
D.TS.057

Prepare Production Environment

Perform Pre-Upgrade Steps
Upgrade Production Environment
Perform Post-Upgrade Steps
Revise Application Setups

D.ACT.CDT Convert Data - Transition

D.CV.064.2
D.CV.065.2
D.CV.068.2

Install Conversion Components (Initial Load)

Convert and Verify Data (Initial Load)
Clean Data

D.ACT.DCMRCCT Deploy Change Management Roadmap / Communication Campaign - Transition

D.OCM.150.4 Conduct Change Management Roadmap / Communication
Campaign
D.OCM.155.3 Monitor Change Management Roadmap / Communication
Campaign Effectiveness

D.ACT.CITA Conduct IT Alignment

D.OCM.220
D.OCM.230

Prepare Assessment of Impact on IT Groups

Prepare IT Transition Plan

D.ACT.TEUT Train End Users - Transition

D.TR.100.2

Conduct User Learning Events

D.ACT.FD Finalize Documentation

D.DO.110

Finalize Documentation

D.ACT.GP Go Production
D.TS.052
D.TS.058
D.TS.060
D.TS.070

Implement Production Support Infrastructure

Verify Production Readiness
Go Production
Shut Down Legacy System

D.ACT.SIP System in Production Milestone Summary

D.PMC.SIP

System in Production Milestone

E Production
E.ACT.MPSP Manage Production System Performance
E.PT.120

Conduct Production Performance Management

E.ACT.EPS Evaluate Production System

E.TE.019.2
E.PS.010

Collect, Assess and Refine KPI Measurements

Audit System

26

OUM to AIM Mapping

PHASE ACTIVITY

OUM
OUM TASK NAME
TASK ID
E.ACT.RPP Resolve Production Problems
E.PS.050
E.PS.060

Analyze Problems
Monitor and Respond to System Problems

E.ACT.DCMRCCP Deploy Change Management Roadmap / Communication Campaign - Production

E.OCM.150.5 Conduct Change Management Roadmap / Communication
Campaign
E.OCM.155.4 Monitor Change Management Roadmap / Communication
Campaign Effectiveness

E.ACT.PF Plan for Future

E.RD.160

Convert Project Views to Reusable Viewpoints

E.PS.135
E.PS.140
E.OCM.250

Determine Future Functional Enhancements

Plan Enhancements
Measure Organizational Change Effectiveness

E.ACT.DITTP Deploy IT Transition Plan

E.OCM.260

Implement IT Transition Plan

E.ACT.SO Sign Off Milestone Summary

D.PMC.SO

Sign Off Milestone

27

Manage Roles

Implement Roles

Role ID

Role Name

Role ID

Role Name

PAD
PM

Project Administrator
Project Manager
Project Lead(s)
Functional Lead(s)
Technical Lead(s)
Team Members
Client Project Sponsor
Client Project Manager
Steering Committee Member

APS
BA
CMS
DBA
DD
DES
DV
NE
QM
SAD
SAN

Application/Product Specialist
Business Analyst
Change Management Specialist
Database Administrator
Database Designer
Designer
Developer
Network Engineer
Quality Manager
System Administrator
System Analyst

SA
TRS
TE
TW

System Architect
Training Specialist
Tester
Technical Writer

CPS
CPM
SCM

Client Roles
Specialized (Sub)Roles

IA - Information Architect

Envision Roles
Role ID

Role Name

CMS
EA
SOLA

Change Management Specialist

Enterprise Architect
Solution Architect

SM

Sales Manager

Estimating Role Mapping

Role ID

APS-Functional Specialist
APS-Functional Specialist
CMS-Change Management Specialist
DBA-DBA
TA-Technical Architect
DEV-Technical Specialist (Developer) aka Apps Tech Specialist
DEV-Technical Specialist (Developer) aka Apps Tech Specialist
DEV-Technical Specialist (Developer) aka Apps Tech Specialist
DEV-Technical Specialist (Developer) aka Apps Tech Specialist
TA-Technical Architect
SE-Solution Architect (Software Engineer)

BLM
CAT
CCML
CCS
CDA
CDDBA
CE
CEA
CERM
CFS
CHRS

TA-Technical Architect
TS-Training Specialist
APS-Functional Specialist
DEV-Technical Specialist
APS-Functional
Specialist(Developer) aka Apps Tech Specialist

CIO
CPDBA
CPM
CPS
CS
CSA
CSAD
CSDLC

Specialized (Sub)Roles

BAR - Business Architect

AA - Application Architect
DA - Domain Architect
IA - Informaton Architect
TA - Technical Architect

CSE
CSM
CSOLA
CTO
IQA
ISM
KEY
OS
SS
USR
VC
VS

Client Roles
Role Name
Business Line Manager
Client Assessment Team
Client Change Management Lead
Client Communication Specialist
Client Data Administrator
Client Development Database Administrator
Client Executive
Client Enterprise Archtiect
Client Enterprise Repository Manager
Client Funtional Specialist
Client HR Specialist
Client Chieft Information Officer
Client Production Database Administrator
Client Project Manager
Client Project Sponsor
Client Stakeholder(s)
Client System Architect
Client System Administrator
Client Software Development Lifecycle Staff
Client System Expert
Client Staff Member
Client Solution Architect
Client Chief Technology Officer
Independent Quality Auditor
IS Manager
Ambassador User
IS Operations Staff
IS Support Staff
User
Validation Coordinator
Visionary