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templates/discovery-questionnaire.yaml
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174
templates/discovery-questionnaire.yaml
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# ═══════════════════════════════════════════════════════════════
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# ECAL Discovery Questionnaire
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# ═══════════════════════════════════════════════════════════════
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# Source: ECAL 3.1 - Current Step (Design Phase)
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# Purpose: Structured collection of customer IT landscape info
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# Usage: Send to customer pre-workshop or fill collaboratively
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# ═══════════════════════════════════════════════════════════════
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metadata:
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customer: ""
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engagement: ""
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date: ""
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completed_by: ""
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version: "1.0"
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# ───────────────────────────────────────────────────────────────
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# 1. BUSINESS CONTEXT
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# ───────────────────────────────────────────────────────────────
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business_context:
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industry: ""
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annual_revenue: ""
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employees: ""
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geographies: [] # regions/countries with IT presence
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business_drivers: # what is motivating this initiative?
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strategic: [] # cloud strategy, digital transformation, M&A
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financial: [] # cost reduction, CAPEX→OPEX, license optimization
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operational: [] # efficiency, time-to-market, agility
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compliance: [] # regulatory, audit, data sovereignty
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urgency:
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deadline: "" # hard deadline if any
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trigger: "" # contract renewal, EOL, compliance, competitive
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key_stakeholders:
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sponsor: "" # executive sponsor name/role
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technical_lead: "" # customer technical DRI
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decision_makers: [] # who signs off
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# ───────────────────────────────────────────────────────────────
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# 2. CURRENT STATE — APPLICATIONS & SYSTEMS
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# ───────────────────────────────────────────────────────────────
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applications:
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# Repeat this block for each application in scope
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- name: ""
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description: ""
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business_criticality: "" # Critical / High / Medium / Low
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current_platform: "" # e.g., "On-prem VMware", "AWS EC2", "bare metal"
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database:
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type: "" # Oracle, PostgreSQL, MySQL, SQL Server, etc.
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version: ""
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size_gb: ""
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instance_count: ""
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ha_current: "" # RAC, Data Guard, none, etc.
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dr_current: "" # cross-site DG, backup only, none
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compute:
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type: "" # VM, bare metal, container
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cpu_cores: ""
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memory_gb: ""
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os: ""
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storage:
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type: "" # SAN, NAS, local, S3
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capacity_gb: ""
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iops_required: ""
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integrations:
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- target: "" # what does it integrate with?
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method: "" # API, DB link, file transfer, messaging
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frequency: "" # real-time, batch daily, batch weekly
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data_volume: "" # GB/day or records/day
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users:
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concurrent: ""
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total: ""
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locations: [] # where are users located?
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sla:
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uptime_requirement: "" # e.g., 99.9%, 99.99%
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rto: "" # recovery time objective
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rpo: "" # recovery point objective
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compliance:
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frameworks: [] # PCI-DSS, HIPAA, GDPR, SOX, banking regs
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data_classification: "" # public, internal, confidential, restricted
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data_residency: "" # must stay in specific country/region?
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migration_preference: "" # lift-and-shift, re-platform, re-architect, retain
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notes: ""
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# ───────────────────────────────────────────────────────────────
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# 3. CURRENT STATE — INFRASTRUCTURE
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# ───────────────────────────────────────────────────────────────
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infrastructure:
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data_centers:
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- location: ""
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type: "" # owned, colo, cloud
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provider: "" # if cloud: AWS, Azure, GCP, OCI
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role: "" # primary, DR, dev/test
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networking:
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wan_type: "" # MPLS, SD-WAN, internet VPN
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bandwidth_to_cloud: "" # if already connected
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latency_requirements: "" # between sites, to users
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dns_provider: ""
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load_balancing: "" # F5, Citrix, cloud-native
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identity:
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idp: "" # Active Directory, Okta, Azure AD, Oracle IAM
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sso: "" # yes/no, which protocol (SAML, OIDC)
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mfa: "" # yes/no, which product
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security:
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firewall: "" # product/vendor
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waf: "" # yes/no, product
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siem: "" # product (Splunk, QRadar, etc.)
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encryption_at_rest: "" # yes/no, method
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encryption_in_transit: "" # yes/no, method
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key_management: "" # HSM, KMS, manual
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monitoring:
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tools: [] # e.g., [Datadog, Nagios, OEM, CloudWatch]
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alerting: "" # PagerDuty, email, custom
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log_aggregation: "" # ELK, Splunk, OCI Logging
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# ───────────────────────────────────────────────────────────────
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# 4. CURRENT STATE — PEOPLE & PROCESS
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# ───────────────────────────────────────────────────────────────
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people_and_process:
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team:
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total_it_staff: ""
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dba_count: ""
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cloud_engineers: ""
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devops_engineers: ""
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security_staff: ""
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cloud_experience: "" # none, basic, intermediate, advanced
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oracle_experience: "" # none, basic, intermediate, advanced
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certifications: [] # OCI, AWS, Azure, etc.
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operations:
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change_management: "" # CAB, lightweight approval, none
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deployment_process: "" # manual, CI/CD, IaC
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iac_tools: [] # Terraform, Ansible, CloudFormation, ARM
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ci_cd_tools: [] # Jenkins, GitLab CI, GitHub Actions, OCI DevOps
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patching_cadence: "" # monthly, quarterly, ad-hoc
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backup_testing: "" # frequency of restore tests
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incident_process: "" # NOC, on-call, outsourced
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itsm_tool: "" # ServiceNow, Jira, BMC
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managed_services:
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current_provider: "" # self-managed, outsourced to whom?
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preference: "" # self-managed, co-managed, fully managed
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budget_for_managed: "" # yes/no, approximate
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# ───────────────────────────────────────────────────────────────
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# 5. CONSTRAINTS & ASSUMPTIONS
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# ───────────────────────────────────────────────────────────────
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constraints:
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budget:
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capex_available: ""
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opex_monthly_target: ""
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existing_oracle_licenses: "" # ULA, PULA, NUP, Processor
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byol_eligible: "" # yes/no, which products
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timeline:
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project_start: ""
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hard_deadline: ""
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phased_approach_ok: "" # yes/no
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technical:
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- "" # e.g., "Must keep Oracle RAC", "Cannot change app code"
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regulatory:
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- "" # e.g., "Data must stay in EU", "FCA audit requirements"
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organizational:
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- "" # e.g., "Change freeze Dec-Jan", "Union approval needed"
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# ───────────────────────────────────────────────────────────────
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# 6. PRIORITIZATION (fill after workshop)
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# ───────────────────────────────────────────────────────────────
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prioritization:
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# Score each application 1-5 on these criteria
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# Then sort by weighted score to determine migration order
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criteria:
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- { name: "Business Criticality", weight: 0.25 }
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- { name: "Functional Fit (cloud-ready)", weight: 0.20 }
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- { name: "Transformation Potential", weight: 0.20 }
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- { name: "Technology Fit (OCI alignment)", weight: 0.20 }
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- { name: "Risk Profile (migration risk)", weight: 0.15 } # inverted: lower risk = higher score
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scores: []
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# Example:
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# - { app: "Core ERP", criticality: 5, functional_fit: 3, transformation: 4, tech_fit: 4, risk: 2, weighted: 3.7 }
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