oci-deal-accelerator/docs/ecal-gaps-backlog.md

ECAL Gaps Backlog

Items identified from ECAL 3.1 Practitioners Guides (01-09) + Big Bets Banking Example PDF that are not yet implemented in the KB. Prioritized by impact.

Priority 1 — High Impact (next sprint)

B1. Integration Catalog Template

• Source: ECAL 05 FUTURE, slide 23
• What: Table of all non-OOTB integrations with data flows, volumes, frequency
• Why: Directly affects architecture accuracy and implementation scope
• Action: Create templates/integration-catalog.yaml with fields: use_case, source, target, method (API/file/DB link), protocol, data_volume, frequency, direction, owner

B2. Cloud Operating Framework (52-week plan)

• Source: ECAL 08 OPERATE, slide 14
• What: Detailed first-year operational plan covering all 9 operational capability areas
• Why: Most customers have never operated cloud — this bridges the gap
• Action: Create kb/patterns/cloud-operating-framework.yaml with 9 capability areas mapped to weekly cadence
• 9 Capabilities: Program Management, Cloud Innovation, Platform Enablement, Lifecycle Management, Environments Management, Testing, Management & Monitoring, Adoption & User Support, Issue Management

B3. OCI Operationalization Framework (5 milestones)

• Source: ECAL 08 OPERATE, slide 15
• What: 5-milestone methodology for deploying workloads to OCI
• Milestones: Preparation & Training → Conceptual & Logical Arch → Physical Arch Execution → Operations → Specific Workloads
• Action: Create kb/patterns/oci-operationalization.yaml

B4. POD (Pool of Databases) Pattern

• Source: Big Bets PDF, p.23
• What: Data platform pattern for large-scale DB consolidation
• Characteristics: Self-contained granular unit, standard external connectivity, internally optimized for DB, designed for maintainability/longevity, no prescribed hardware, on-prem/hybrid/cloud
• Action: Create kb/patterns/database-consolidation-pod.yaml

B5. Banking/Financial Compliance Pattern

• Source: Big Bets PDF, pp.4,19,21
• What: EBA, FCA, PRA, ISO 27001/27002, NIST CSF requirements mapped to OCI services
• Action: Create kb/compliance/banking-financial.yaml with regulation → OCI service mapping

Priority 2 — Medium Impact

B6. Extension Catalog Template

• Source: ECAL 05 FUTURE, slide 22
• What: Custom extensions needed beyond OOTB Oracle products
• Fields: Business capability, name, type, technology, developer (customer/partner/Oracle)
• Action: Create templates/extension-catalog.yaml

B7. Business Transition Plan Template

• Source: ECAL 07 ADOPT, slide 22
• What: Managing business change during technology transformation
• Covers: Org change, process standardization, policy alignment, value measurement
• Action: Create templates/business-transition-plan.yaml

B8. Training & Communication Plan Template

• Source: ECAL 07 ADOPT, slide 23
• What: Training delivery plan + project communication plan
• Action: Create templates/training-communication-plan.yaml

B9. Project Governance Template

• Source: ECAL 07 ADOPT, slide 25
• What: Governance framework: steering committee, change control, escalation
• Components: Steering committee, solution authority, change control board, project board
• Action: Create templates/project-governance.yaml

B10. Customer Success Story Template

• Source: ECAL 09 IMPROVE, slide 14
• What: Single-slide format: who, industry, challenges, approach, value, turning point
• Action: Create templates/customer-success-story.yaml

B11. Contracts & Policy Review Checklist

• Source: ECAL 07 ADOPT, slide 30
• What: Review checklist for all agreements (cloud services, ULA, PULA, partner)
• Action: Create templates/contracts-review-checklist.yaml

B12. Readiness Assessment Template

• Source: ECAL 07 ADOPT, slide 31
• What: Ensure project team has right skills, assets, infrastructure, processes
• Action: Create templates/readiness-assessment.yaml

Priority 3 — Lower Impact (nice to have)

B13. PoC Joint Execution Plan Template

• Source: ECAL 05 FUTURE, slide 43
• What: Scope, approach, timeline, success criteria, use cases, test plans, ground rules
• Action: Create templates/poc-execution-plan.yaml

B14. Information & BI Model Template

• Source: ECAL 05 FUTURE, slide 24
• What: Data flows, MDM, analytics/BI architecture view
• Action: Create kb/patterns/information-bi-model.yaml

B15. Current State Process & Capability Map Guide

• Source: ECAL 04 CURRENT, slide 17
• What: Guidance for creating business architecture view of current state
• Note: This is mostly a customer/BA activity — skill can provide structure
• Action: Add guidance to docs/design-phase.md

B16. RFx Response Guide

• Source: ECAL 06 CONFIRM, slide 14
• What: Process for responding to RFI/RFQ/RFP
• Note: Primarily sales/BD activity
• Action: Add brief section to docs/design-phase.md Confirm step

B17. Commercial Agreement Guide

• Source: ECAL 06 CONFIRM, slide 16
• What: BYOL, ELA, PULA, Cloud Credits options and when to use each
• Action: Enhance kb/pricing/ with licensing model guidance

B18. TCM Alignment Mapping

• Source: All ECAL guides — Consulting Guidance slides
• What: Map ECAL artefacts to Oracle True Cloud Method (TCM) activities
• Action: Add tcm_alignment field to ecal-artefacts-catalog.yaml

B19. ExaCC Managed Service Pattern

• Source: Big Bets PDF
• What: Complete pattern for ExaCC with ZDLRA, ZFS, OEM, OKV as managed service
• Action: Create kb/patterns/exacc-managed-service.yaml

B20. Security Constraints Checklist

• Source: ECAL 04 CURRENT, slide 15
• What: Structured checklist for security requirements assessment
• Action: Create templates/security-constraints-checklist.yaml

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Completed (this session)

Item	File Created
Engagement RACI (10 roles, all 9 steps)	kb/patterns/engagement-raci.yaml
Discovery Questionnaire (with prioritization)	templates/discovery-questionnaire.yaml
Business Drivers Framework (4 pillars + hypothesis families)	kb/patterns/business-drivers.yaml
ECAL Artefacts Catalog (60 artefacts, skill support classification)	kb/patterns/ecal-artefacts-catalog.yaml
Customer Profile Template	templates/customer-profile.yaml
Strategy Map Template	templates/strategy-map.yaml
Lessons Learned per step	Included in engagement-raci.yaml