101 lines
3.8 KiB
Markdown
101 lines
3.8 KiB
Markdown
# Engagement Tiers
|
|
|
|
Engagement tiers scale artifact depth to match engagement complexity. Not every deal needs a 15-slide deck and full ADR set.
|
|
|
|
## Tier Definitions
|
|
|
|
### Small (Rapid Innovation)
|
|
|
|
**Profile:** Single workload, single region, minimal compliance, short timeline.
|
|
|
|
**Examples:**
|
|
- Autonomous Database + Analytics Cloud dashboard
|
|
- Single app migration to OKE
|
|
- PoC or pilot deployment
|
|
|
|
**Characteristics:**
|
|
- 1-2 applications in scope
|
|
- No compliance frameworks
|
|
- Single OCI region
|
|
- 0-2 integration points
|
|
- Budget < $10K/month
|
|
- Timeline < 4 weeks design
|
|
|
|
**Artifact depth:** Highly templated, minimal customization. The Value Story can be a single paragraph. The deck is 6-8 slides. No separate operations model — include a "Day-2" slide.
|
|
|
|
### Standard (Extend Capabilities)
|
|
|
|
**Profile:** Multi-component architecture, moderate complexity, typical enterprise engagement.
|
|
|
|
**Examples:**
|
|
- Oracle DB migration with HA/DR to ADB-S
|
|
- Multi-tier application modernization
|
|
- Hybrid cloud with FastConnect
|
|
|
|
**Characteristics:**
|
|
- 3-10 applications in scope
|
|
- 1 compliance framework (PCI, SOC2, HIPAA)
|
|
- 1-2 OCI regions
|
|
- 3-5 integration points
|
|
- Budget $10K-100K/month
|
|
- Timeline 4-12 weeks design
|
|
|
|
**Artifact depth:** Full template set. 10-12 slide deck. Separate cost spreadsheet. Operations model as 1-page summary. 4-6 ADRs.
|
|
|
|
### Complex (Business Transformation)
|
|
|
|
**Profile:** Enterprise-wide transformation, multi-region, multiple compliance, long timeline.
|
|
|
|
**Examples:**
|
|
- Full data center migration (50+ workloads)
|
|
- Multi-cloud architecture with OCI as primary
|
|
- Regulated industry platform (banking, healthcare)
|
|
|
|
**Characteristics:**
|
|
- 10+ applications in scope
|
|
- Multiple compliance frameworks
|
|
- 3+ OCI regions
|
|
- 5+ integration points
|
|
- Budget > $100K/month
|
|
- Timeline 12+ weeks design
|
|
|
|
**Artifact depth:** Full customized artifacts. 12-15 slide deck (possibly multi-deck). Full operations model. Detailed migration plan as separate document. Full risk register. Comprehensive WA report.
|
|
|
|
## Artifact Matrix
|
|
|
|
| Artifact | Small | Standard | Complex |
|
|
|----------|-------|----------|---------|
|
|
| **DEFINE** | | | |
|
|
| Value Story | 1 paragraph | Full template | Full + executive summary |
|
|
| Workload Profile | Minimal fields | Standard fields | All fields + appendix |
|
|
| Joint Engagement Plan | Email/verbal | 1-page template | Full template |
|
|
| **DESIGN** | | | |
|
|
| Slide deck | 6-8 slides | 10-12 slides | 12-15 slides |
|
|
| Architecture diagram | Single-page simple | Single-page detailed | Multi-page |
|
|
| Cost estimate | In-deck table | Separate .xlsx | Detailed .xlsx with scenarios |
|
|
| ADRs | 2-3 inline in deck | 4-6 separate | Full ADR documents |
|
|
| Migration plan | 1 slide | 2-3 slides | Separate document |
|
|
| Operations model | 1 "Day-2" slide | 1-page summary | Full template |
|
|
| Transition design | Inline in migration | Separate section | Separate document |
|
|
| Risk register | Top 3-5 in deck | Top 5-8 in deck | Full register document |
|
|
| WA scorecard | Traffic lights only | With recommendations | Full WA report |
|
|
| **DELIVER** | | | |
|
|
| Handover document | 1-page summary | Full template | Full + appendices |
|
|
| MVP definition | Inline in handover | Separate section | Phased roadmap |
|
|
| Go-live checklist | 10-15 items | 20-30 items | 30-50 items |
|
|
| Success criteria | 3-5 metrics | 5-8 metrics | 8-12 metrics |
|
|
| Lessons learned | Brief notes | Full template | Full + retrospective |
|
|
|
|
## Tier Selection Logic
|
|
|
|
Select tier based on the **highest complexity signal**. If 8 out of 10 signals say "small" but compliance says "complex", use **standard** (not complex — let the single complex dimension drive up one tier, not two).
|
|
|
|
```
|
|
IF any signal is "complex" AND 2+ signals are "complex":
|
|
→ Complex tier
|
|
ELIF any signal is "complex" OR 3+ signals are "standard":
|
|
→ Standard tier
|
|
ELSE:
|
|
→ Small tier
|
|
```
|