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examples/sample-discovery-notes.md

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+# Discovery Call — Banco Pacífico (fake name) — 2024-11-14
+
+Attendees: Maria (SA), Jorge (CTO), Ana (DBA lead), Mike (infra mgr)
+45 min call, mostly Jorge talking
+
+---
+
+## Current State (what I could gather)
+
+- 3x Oracle 19c databases on Exadata X8M on-prem
+  - largest one is ~4TB, OLTP workload (core banking txns)
+  - second is ~1.2TB — reporting/analytics, runs batch overnight
+  - third is smaller, ~300GB, "auxiliary services" — Jorge was vague here ??
+- GoldenGate replication between prod and DR site (San Jose DC)
+- Ana mentioned 99.95% availability SLA — "contractual, can't go lower"
+- PCI DSS compliance — mandatory, they process card transactions
+- ~~2 RAC nodes~~ correction: 3 RAC nodes on the big DB, 2 on the others
+
+## Licensing / Cost
+
+- current Oracle licensing spend ~$2M/year  (Jorge said "around two million, maybe a bit more")
+- they have 8 processor licenses — BYOL eligible??  need to confirm with Oracle LMS
+- Mike mentioned support renewal coming up in Q2 — leverage point
+- also paying for GoldenGate licenses separately, didn't get the number
+
+## App Tier
+
+- WebLogic 14c — 6 bare metal servers (BM)
+  - running core banking APIs + some internal portals
+  - ~~Java 8~~ Java 11 actually, Ana corrected
+- MQ Series for async messaging between services
+  - how tightly coupled?? need to dig into this
+- some .NET stuff too but "not critical" per Mike
+
+## Peaks & Performance
+
+- seasonal peaks — Black Friday is 3x normal traffic
+  - "el último Black Friday casi nos tumba" — Jorge
+  - need autoscaling story for this
+- end of month batch processing also heavy
+- latency requirements: <50ms for API responses (p99)
+
+## Team & Skills
+
+- 2 Oracle DBAs — Ana + one other person
+  - NO cloud experience, "nunca hemos tocado la nube"
+  - will need training / enablement plan
+  - Ana seemed nervous about ADB automation — "qué pasa si algo sale mal?"
+- 6 app developers, mostly Java
+- 1 infra person (Mike) who does "everything else"
+
+## Timeline & Competition
+
+- el CTO quiere migrar en 6 meses  ("Jorge: necesitamos estar en cloud antes de julio")
+  - aggressive but not impossible if we start in Dec
+  - phased approach? non-critical DB first??
+- COMPARING WITH AWS — they got an Aurora pitch last week
+  - Jorge: "AWS nos ofreció créditos pero no sé si Aurora aguanta nuestro workload"
+  - we need to counter with BYOL savings + Exadata compatibility story
+  - also mention: ADB on Exadata = same engine, zero refactoring
+
+## Key Concerns (verbatim from Jorge)
+
+1. "No quiero downtime en la migración"  — zero downtime migration, GG + ADB
+2. "¿Pueden garantizar el mismo performance?" — need benchmarks
+3. Cost — wants to see TCO comparison vs staying on-prem vs AWS
+4. Security — "el regulador nos audita cada trimestre"
+5. What happens to our GoldenGate investment?
+
+## My Notes / TODO
+
+- [ ] build TCO model: on-prem vs OCI (BYOL) vs AWS (Aurora)
+- [ ] architecture diagram: ADB-S with ADG for HA + cross-region DR
+- [ ] check if MQ Series → OCI Streaming is feasible or if they need to keep MQ
+- [ ] training plan for Ana's team — OCI certs? hands-on workshop?
+- [ ] ~~ask about Kubernetes~~ — Mike confirmed they're interested in OKE
+- [ ] get exact GoldenGate version — need 21c for full ADB integration
+- [ ] PCI compliance mapping — OCI compliance docs
+- [ ] set up reference call with similar banking customer?
+
+## Random bits
+
+- Jorge keeps mentioning "el board quiere resultados rápidos"
+- they had a failed Azure POC last year — "mala experiencia" — don't bring it up
+- Ana asked about autonomous features — "¿se parchea solo de verdad?"
+  she seemed skeptical but interested
+- DR site is 500km away — FastConnect already in both DCs?? need to check
+- budget: Jorge hinted at $1.5M first year target — doable with BYOL
+
+---
+
+Next steps: follow-up call Thursday, bring pricing estimate + draft architecture