OCEB Logo OMG Certified Expert in BPM™ (OCEB™):
Technical Advanced
The Technical Advanced Exam covers advanced topics in Business Process Management awareness; advanced BP Modeling; Modeling and Metamodeling Concepts; Enterprise Architecture; topics in Business Rules; Implementation and Integration; and Vendor Selection and Tool Marketplace topics.
Examination Number: ................................... OMG-OCEB-T300
Duration: .......................................................... 90 minutes (90 questions)
Minimum Passing Score: ........................... 70
Exam Fee: ...................................................... US $200 (or equivalent in local currency)
Prerequisite: ................................................ Passing score on OCEB Fundamental and Technical Intermediate Exams

This page starts with the Coverage Map for the OCEB Technical Advanced Examination - a list of the topics and subtopics covered, and the percentage of the exam that each occupies. Following the Coverage Map is the list of references, along with suggestions for study.


Business Process Management Awareness
Configuring, measuring, and reporting KPIs; Advanced BMM modeling; and Leveraging existing assets within IT
Advanced Business Process Modeling with BPMN
Improving or optimizing BPMN models; Tuning a BPMN model for implementation; BPEL fundamentals; BAM Awareness; Relationship of ESB to Business Process; and Process Documentation topics including BP Use Cases; Technical Specifications from BP Models; and Business Process Analysis
Understanding Metamodeling Concepts
Metamodeling enables precise specification independent of notation; Metamodeling enables an interoperable repository for models
Enterprise Architecture
Service-Oriented design concepts; Service-oriented design patterns; Design of services; Meeting GRC requirements (6%); Designing and building auditable Business Processes (8%)
Business Rules
PRR Awareness; Rete Algorithm
Implementation and Integration
Integration Components and Adapters including ERP, CRM, SaaS, and Integrating Legacy Systems; Integrating Business Intelligence and Analytics including Data Warehousing
Vendor Selection and Marketplace Topics
Scenario-based assessment; Cost/Benefit analysis / ROI; RFP analysis; Fitting tool to task




This is a list of suggested references that is neither required, nor complete. It is not expected that anyone accumulate this exact library of references to study for the exam.  We realize there are a few topics listed in the Coverage Map above that are not represented by explicit book or page references in this Study Material section, but we know that the capable Advanced Level BPM Practitioner can find them, either in one of the listed references, or in a source of its own.

About Wikipedia: In general, we have found Wikipedia articles to be good sources of basic knowledge about topics covered by the OCEB examinations, but we have not listed any Wikipedia articles as sources here. We do not feel right about referencing an article that can change from minute to minute – making it possible for an article that reads perfectly well when one person studies it, to be incorrect (or, at least, inconsistent with an OCEB examination question) when another person studies from it later that day, or the next. We expect that many candidates will find Wikipedia a useful starting point for their study, although we expect those at Intermediate and Advanced level will to go beyond Wikipedia for material on many topics.


The BPM experts who mapped the coverage and wrote the questions for the OCEB examinations found that no single book covered the range of material that a well-rounded BPM practitioner needs to know. In our lists for the different examinations, you'll find the books that we used to write the questions, but we don't think it's necessary to study this exact set in order to do well on the exam. In the entry for each book, we've listed the topics we covered from it; if you have another book that covers the same topics, or can find an alternate source somewhere else (such as on the Web), we suggest you use it instead of investing in a book that nearly duplicates it.

  • Effective IT Service Management – to ITIL and Beyond! Springer
    Rob Addy, 2007. 
    Chapters 8 (Services)
                      9 (Defining Meaningful IT Services)
                    10 (Service Catalog / Portfolio)
  • Key Performance Indicators: Developing, Implementing,and Using Winning KPIs
    David Parmenter - Wiley, 2007
    Note: This book is a good source of information on KPIs, although the exam does not cover the author’s methodology. Alternatively, the Ed Walters article (cited below), plus the IBM article cited next in our list, cover this topic pretty well.
  • Business Process Change, Second Edition
    Paul Harmon - Morgan Kaufman, 2007. 
    Chapter 6 (Measuring Process Performance)
    pp. 455 ff (BPMS and BAM)
  • Business Process Management - the third wave
    Howard Smith, Peter Fingar - Meghan Kiffer, 2006
    On the BPM process lifecycle, or an alternate reference on process lifecycle.
  • BOOKS ON SOA: Several subsections of Part 4 (Enterprise Architecture) of this examination cover SOA. There are many SOA books on the market; we’ve used these three and any one will serve you well in your preparation but, if you already have a general SOA book on your shelf, you should be similarly well-prepared if you use it instead. Note, however, that Rosen’s book also has a useful section on ESB that we didn’t find in either of the other two books on our list.
    • Applied SOA: Service-Oriented Architecture and Design Strategies
      Michael Rosen et al - Wiley, 2008. 
      Chapters 1 & 2 (SOA fundamentals)
                         6 (first section, Services Revisited)
                         9 (section on ESB, pp 344-351, or an alternative reference on ESB basics)
    •  Implementing SOA: Total Architecture in Practice
      Paul C. Brown - Addison-Wesley, 2008. 
      Chapters 1-4 (SOA fundamentals)
      Note: This book is a suitable alternative to Rosen’s book (just above).
    • Service-Oriented Architecture (SOA): Concepts, Technology, and Design
      Thomas Erl - Prentice-Hall, 2005. 
      Chapter 3 (SOA characteristics)
                      8 (Service Orientation)
                      9 (Service Layer Abstraction through 9.6.)
  • SOA Design Patterns
    Thomas Erl - Prentice-Hall, 2008 (Expected publication in late December, 2008). 
    NOTE: You can prepare by reading Erl’s introductory article downloadable here
  • A Guide to the Project Management Body of Knowledge, Third Edition (PMBOK Guides)
    Project Management Institute, 2004. 
    Chapters 1 & 2
                      3 (through the introduction to Section 3.2 but not its subsections)

Books and articles about GRC are listed in their own section, below.

Papers (All downloadable free):

For several topics, we’ve included multiple references, grouped together. You may decide to study only one or a few, figuring that will cover enough material (although you’re the one making the decision on which reference to use, and when to stop), but if you read more than one, and especially if you browse the web for additional material, you’ll get a better picture of the range of opinions and possible solutions on that topic – a wider point of view that will serve you well when you’re in a responsible position and have to pick a solution, or defend your choice of solution as consistent with industry best practice.

OMG and other Specifications (All Downloadable free):
  • Business Process Modeling Notation specification (BPMN), V1.1
    In the Advanced examination, questions may draw on any of the BPMN elements and constructs covered in the two previous examinations. In addition, this Technical Advanced examination covers the mapping to BPEL detailed in Appendix A. A basic understanding of the structure of BPEL is necessary to understand and interpret this material and do well on the examination, but this is not a test of BPEL programming. BPMN attributes are not covered in this examination.
  • Business Motivation Model Specification, V 1.0
    Chapters 1, 7, 8
Industry Frameworks:

The Technical Advanced examination covers two GRC-related topics: Meeting GRC Requirements, and Designing and building auditable Business Processes. If you already have or can find a good alternative source on one or the other of these topics, you should do well on that part of the exam without studying from the exact books listed here.

  • Making IT Governance Work in a Sarbanes-Oxley World
    Jaap Bloem et al - Wiley, 2005
    Chapter 4 (IT Portfolio Management)
                   5 (Activity-Based Costing)
  • ISO/IEC 38500: Corporate governance of information technology – Preview document, free download here.  
    NOTE: We’ve had trouble downloading this document into Firefox, but IE 7 works. The examination covers the scope and goals of ISO 38500, which are discussed well enough in this preview document; you’ll need to purchase and read the full standard if you’re planning to implement, of course.
  • Governance, Risk, and Compliance Handbook
    Anthony Tarantino - Wiley, 2008
    Chapter 20 (Internal Audit Operations and Controls in the Enterprise)

For more information or questions about the OMG Certification Program, please contact certificationinfo@omg.org
OCUP, OCRES, OCEB and OCSMP are joint programs of the OMG and the UML Technology Institute (UTI)

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