oci-deal-accelerator/templates/business-case.yaml

# 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: ""
  prepared_by_role: ""  # e.g., "Solutions Architect"
  cover_subtitle: ""    # e.g., "ADB-S to ADB-D Migration Business Case"
  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

  # --- Reusable ADB-S to ADB-D model (optional) ---
  # Use this for dedicated migration business cases. The model keeps workload
  # demand comparable while showing dedicated physical capacity separately.
  adbs_to_adbd:
    license_model: BYOL          # BYOL | PAYG
    discount_pct: 0              # 0.11 or 11 are both accepted
    ecpu_per_db_node: 760
    current:
      label: "ADB-S As-Is"
      workload_ecpu: 0           # billable/planning ECPU demand
      storage_tb: 0
      read_architecture: "refreshable/read clones for application reads"
      components: []             # optional extra BOM lines with sku/qty/label/note
    target:
      label: "ADB-D Dedicated"
      workload_ecpu: 0           # keep equal to current for fair comparison unless customer states otherwise
      storage_tb: 0
      db_nodes: 0                # physical footprint
      storage_servers: 0         # fixed infra/storage footprint
      read_architecture: "Local ADG read-only standby for application reads"
    forecasts:
      - period: "24M"
        display_label: "Year 2"
        as_is:
          workload_ecpu: 0
          storage_tb: 0
        to_be:
          workload_ecpu: 0
          storage_tb: 0
          db_nodes: 0
          storage_servers: 0
      - period: "36M"
        display_label: "Year 3"
        as_is:
          workload_ecpu: 0
          storage_tb: 0
        to_be:
          workload_ecpu: 0
          storage_tb: 0
          db_nodes: 0
          storage_servers: 0
    goldengate:
      mode: migration_bridge_only  # steady_state | migration_bridge_only | migration_plus_fallback_months
      ocpus: 0
      bridge_months: 0
    storage_economics:
      adbs_storage_usd_per_gb_month: 0  # optional override; otherwise SKU catalog B95706
      base_break_even_tb: ""            # optional customer-provided baseline
    business_impact:
      # Stability is converted to USD only when customer provides one of these.
      business_impact_per_hour: 0
      revenue_at_risk_per_hour: 0
      transaction_margin_per_hour: 0
      fraud_loss_impact_per_hour: 0
      cost_per_outage_hour: 0
    crossover_chart:
      y_axis_min: null
      y_axis_max: null
      y_axis_major_unit: 0.5

  # --- 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?