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# Business Case Template — DEFINE Phase
# Generates the business justification for OCI adoption.
# Target audience: Customer's internal decision-makers (CxO, finance, procurement).
# Output: Slide deck (.pptx) + YAML spec for reuse.
business_case:
# --- Header ---
customer_name: ""
prepared_by: ""
date: ""
version: "1.0"
status: draft # draft | review | approved
confidentiality: "Oracle Confidential"
# --- Executive Summary (1 paragraph for CxO) ---
executive_summary: ""
# e.g., "Migrating 5 Oracle databases from on-prem to ADB-S reduces
# annual infrastructure costs by 47% ($1.2M/year), eliminates 4h/month
# of unplanned downtime, and positions Acme for PCI compliance by Q3."
# --- Business Drivers ---
drivers:
primary: "" # cost_reduction | modernization | performance | compliance | hw_eol | consolidation | competitive_pressure
secondary: [] # Additional drivers
urgency: "" # Why now? e.g., "Hardware EOL in 6 months"
cost_of_inaction:
financial: "" # "$X/year in maintenance + $Y risk exposure"
operational: "" # "4h monthly downtime, 3 FTEs on manual patching"
strategic: "" # "Competitor already on cloud, losing talent"
urgency_deadline: "" # Absolute date if applicable (e.g., "2026-09-30")
# --- Current State Summary ---
current_state:
infrastructure: "" # Brief: "3 Exadata racks on-prem, 5 years old"
pain_points: [] # ["Manual patching takes 2 weekends/quarter", "No DR tested in 18 months"]
annual_spend: 0 # Current total annual IT spend for in-scope workloads
team_size: 0 # FTEs dedicated to operations
# --- TCO Comparison ---
tco:
horizon_years: 3 # 3 or 5
current_state:
annual_infrastructure: 0 # HW depreciation, DC, power, cooling, network
annual_licensing: 0 # SW licenses + annual support
annual_operations: 0 # FTEs × average cost (DBAs, sysadmins, etc.)
annual_downtime_cost: 0 # Revenue loss + recovery effort
annual_compliance_cost: 0 # Audit prep, remediation, tooling
total_annual: 0
total_over_horizon: 0
proposed_oci:
migration_one_time: 0 # Migration effort (consulting, tools, overtime)
annual_cloud_consumption: 0 # OCI UCM or PAYG
annual_licensing: 0 # BYOL savings or License Included delta
annual_operations: 0 # Reduced FTEs (managed services effect)
annual_downtime_cost: 0 # Improved SLA
annual_compliance_cost: 0 # Automated compliance (Data Safe, etc.)
total_annual: 0
total_over_horizon: 0 # Includes migration one-time
savings:
annual: 0
over_horizon: 0
percentage: 0
assumptions:
- "730 hours/month for always-on workloads"
- "BYOL applied for existing EE licenses with active support"
- "Migration duration: X months"
notes: ""
# --- ROI Analysis ---
roi:
total_investment: 0 # Migration cost + Year 1 cloud premium
annual_net_benefit: 0 # Annual savings + quantified value
payback_months: 0
three_year_roi_pct: 0 # (total_benefit - total_investment) / total_investment × 100
five_year_roi_pct: 0 # Optional
# --- Value Drivers (quantified where possible) ---
value_drivers:
- category: cost_reduction
title: ""
description: ""
quantified: "" # "$X/year" or "X% reduction"
evidence: "" # Source: benchmark, customer data, field experience
- category: risk_reduction
title: ""
description: ""
quantified: ""
evidence: ""
- category: agility
title: ""
description: ""
quantified: ""
evidence: ""
- category: innovation
title: ""
description: ""
quantified: ""
evidence: ""
# --- Risk Assessment ---
risks:
migration_risks:
- risk: ""
probability: medium # low | medium | high
impact: high # low | medium | high
mitigation: ""
residual_risk: low
do_nothing_risks:
- risk: ""
probability: high
impact: ""
timeline: "" # When does this risk materialize?
# --- Competitive Context ---
competitive:
alternatives_considered: [] # ["AWS RDS", "Azure SQL MI", "Stay on-prem"]
why_oci: [] # Differentiators for THIS workload
honest_gaps: [] # Where competitors have an edge
oci_unique: [] # Features only OCI offers (ADB, Exadata, BYOL depth)
# --- Implementation Roadmap ---
roadmap:
total_duration: "" # e.g., "6 months"
phases:
- name: "Phase 1: Foundation"
duration: ""
deliverables: []
quick_wins: [] # Early visible value
- name: "Phase 2: Migration"
duration: ""
deliverables: []
- name: "Phase 3: Optimization"
duration: ""
deliverables: []
# --- Success Criteria (post go-live KPIs) ---
success_criteria:
- metric: ""
baseline: "" # Current value
target: "" # Expected value post-migration
measurement: "" # How to measure
timeline: "" # When to measure
# --- The Ask / Recommendation ---
recommendation:
summary: "" # 1-sentence: "We recommend X"
commitment_type: "" # UCM | PAYG | hybrid | PoC_first
commitment_amount: "" # "$X/year for Y years"
next_steps:
- action: ""
owner: "" # Oracle | Customer | Joint
deadline: ""
escalation_path: "" # If no decision by [date], what happens?