# ═══════════════════════════════════════════════════════════════
# ECAL Discovery Questionnaire
# ═══════════════════════════════════════════════════════════════
# Source: ECAL 3.1 - Current Step (Design Phase)
# Purpose: Structured collection of customer IT landscape info
# Usage: Send to customer pre-workshop or fill collaboratively
# ═══════════════════════════════════════════════════════════════

metadata:
  customer: ""
  engagement: ""
  date: ""
  completed_by: ""
  version: "1.0"

# ───────────────────────────────────────────────────────────────
# 1. BUSINESS CONTEXT
# ───────────────────────────────────────────────────────────────
business_context:
  industry: ""
  annual_revenue: ""
  employees: ""
  geographies: []           # regions/countries with IT presence
  business_drivers:         # what is motivating this initiative?
    strategic: []           # cloud strategy, digital transformation, M&A
    financial: []           # cost reduction, CAPEX→OPEX, license optimization
    operational: []         # efficiency, time-to-market, agility
    compliance: []          # regulatory, audit, data sovereignty
  urgency:
    deadline: ""            # hard deadline if any
    trigger: ""             # contract renewal, EOL, compliance, competitive
  key_stakeholders:
    sponsor: ""             # executive sponsor name/role
    technical_lead: ""      # customer technical DRI
    decision_makers: []     # who signs off

# ───────────────────────────────────────────────────────────────
# 2. CURRENT STATE — APPLICATIONS & SYSTEMS
# ───────────────────────────────────────────────────────────────
applications:
  # Repeat this block for each application in scope
  - name: ""
    description: ""
    business_criticality: ""   # Critical / High / Medium / Low
    current_platform: ""       # e.g., "On-prem VMware", "AWS EC2", "bare metal"
    database:
      type: ""                 # Oracle, PostgreSQL, MySQL, SQL Server, etc.
      version: ""
      size_gb: ""
      instance_count: ""
      ha_current: ""           # RAC, Data Guard, none, etc.
      dr_current: ""           # cross-site DG, backup only, none
    compute:
      type: ""                 # VM, bare metal, container
      cpu_cores: ""
      memory_gb: ""
      os: ""
    storage:
      type: ""                 # SAN, NAS, local, S3
      capacity_gb: ""
      iops_required: ""
    integrations:
      - target: ""             # what does it integrate with?
        method: ""             # API, DB link, file transfer, messaging
        frequency: ""          # real-time, batch daily, batch weekly
        data_volume: ""        # GB/day or records/day
    users:
      concurrent: ""
      total: ""
      locations: []            # where are users located?
    sla:
      uptime_requirement: ""   # e.g., 99.9%, 99.99%
      rto: ""                  # recovery time objective
      rpo: ""                  # recovery point objective
    compliance:
      frameworks: []           # PCI-DSS, HIPAA, GDPR, SOX, banking regs
      data_classification: ""  # public, internal, confidential, restricted
      data_residency: ""       # must stay in specific country/region?
    migration_preference: ""   # lift-and-shift, re-platform, re-architect, retain
    notes: ""

# ───────────────────────────────────────────────────────────────
# 3. CURRENT STATE — INFRASTRUCTURE
# ───────────────────────────────────────────────────────────────
infrastructure:
  data_centers:
    - location: ""
      type: ""                 # owned, colo, cloud
      provider: ""             # if cloud: AWS, Azure, GCP, OCI
      role: ""                 # primary, DR, dev/test
  networking:
    wan_type: ""               # MPLS, SD-WAN, internet VPN
    bandwidth_to_cloud: ""     # if already connected
    latency_requirements: ""   # between sites, to users
    dns_provider: ""
    load_balancing: ""         # F5, Citrix, cloud-native
  identity:
    idp: ""                    # Active Directory, Okta, Azure AD, Oracle IAM
    sso: ""                    # yes/no, which protocol (SAML, OIDC)
    mfa: ""                    # yes/no, which product
  security:
    firewall: ""               # product/vendor
    waf: ""                    # yes/no, product
    siem: ""                   # product (Splunk, QRadar, etc.)
    encryption_at_rest: ""     # yes/no, method
    encryption_in_transit: ""  # yes/no, method
    key_management: ""         # HSM, KMS, manual
  monitoring:
    tools: []                  # e.g., [Datadog, Nagios, OEM, CloudWatch]
    alerting: ""               # PagerDuty, email, custom
    log_aggregation: ""        # ELK, Splunk, OCI Logging

# ───────────────────────────────────────────────────────────────
# 4. CURRENT STATE — PEOPLE & PROCESS
# ───────────────────────────────────────────────────────────────
people_and_process:
  team:
    total_it_staff: ""
    dba_count: ""
    cloud_engineers: ""
    devops_engineers: ""
    security_staff: ""
    cloud_experience: ""       # none, basic, intermediate, advanced
    oracle_experience: ""      # none, basic, intermediate, advanced
    certifications: []         # OCI, AWS, Azure, etc.
  operations:
    change_management: ""      # CAB, lightweight approval, none
    deployment_process: ""     # manual, CI/CD, IaC
    iac_tools: []              # Terraform, Ansible, CloudFormation, ARM
    ci_cd_tools: []            # Jenkins, GitLab CI, GitHub Actions, OCI DevOps
    patching_cadence: ""       # monthly, quarterly, ad-hoc
    backup_testing: ""         # frequency of restore tests
    incident_process: ""       # NOC, on-call, outsourced
    itsm_tool: ""              # ServiceNow, Jira, BMC
  managed_services:
    current_provider: ""       # self-managed, outsourced to whom?
    preference: ""             # self-managed, co-managed, fully managed
    budget_for_managed: ""     # yes/no, approximate

# ───────────────────────────────────────────────────────────────
# 5. CONSTRAINTS & ASSUMPTIONS
# ───────────────────────────────────────────────────────────────
constraints:
  budget:
    capex_available: ""
    opex_monthly_target: ""
    existing_oracle_licenses: ""  # ULA, PULA, NUP, Processor
    byol_eligible: ""             # yes/no, which products
  timeline:
    project_start: ""
    hard_deadline: ""
    phased_approach_ok: ""     # yes/no
  technical:
    - ""                       # e.g., "Must keep Oracle RAC", "Cannot change app code"
  regulatory:
    - ""                       # e.g., "Data must stay in EU", "FCA audit requirements"
  organizational:
    - ""                       # e.g., "Change freeze Dec-Jan", "Union approval needed"

# ───────────────────────────────────────────────────────────────
# 6. PRIORITIZATION (fill after workshop)
# ───────────────────────────────────────────────────────────────
prioritization:
  # Score each application 1-5 on these criteria
  # Then sort by weighted score to determine migration order
  criteria:
    - { name: "Business Criticality", weight: 0.25 }
    - { name: "Functional Fit (cloud-ready)", weight: 0.20 }
    - { name: "Transformation Potential", weight: 0.20 }
    - { name: "Technology Fit (OCI alignment)", weight: 0.20 }
    - { name: "Risk Profile (migration risk)", weight: 0.15 }  # inverted: lower risk = higher score
  scores: []
  # Example:
  # - { app: "Core ERP", criticality: 5, functional_fit: 3, transformation: 4, tech_fit: 4, risk: 2, weighted: 3.7 }