oci-deal-accelerator/examples/output-demo-pharma-mx/business-case-spec.yaml

# OCI Deal Accelerator — Business Case
# Demo: PharmaCorp Mexico — ExaCS migration from on-prem Exadata X6
# Follows exact schema expected by oci_bizcase_gen.py

business_case:
  customer_name: "PharmaCorp Mexico"
  prepared_by: "Carlos Mendoza — Solutions Architect"
  date: "2026-04-12"

  executive_summary: >
    PharmaCorp Mexico operates 3 mission-critical Oracle databases (EBS R12, SAP, DW)
    on aging Exadata X6 hardware. The hardware refresh quote is $1.8M and locks the
    company into 5 more years of on-prem operations with no DR capability. Migration
    to OCI ExaCS X11M reduces annual infrastructure costs by 61% ($1.75M over 3 years),
    adds cross-region DR (RPO<15min, RTO<1h), and resolves the pending SOX audit
    finding on automated patching.

  drivers:
    primary: "hardware_refresh_avoidance"
    urgency: "HW refresh due in 6 months — must decide now or commit $1.8M"
    cost_of_inaction:
      financial: "$2.88M over 3yr: $1.8M HW refresh + $300K/yr support + $80K/yr DC costs"
      operational: "No DR today — single site, single point of failure for EBS production"
      strategic: "SOX audit finding pending: manual quarterly patching is non-compliant"

  tco:
    horizon_years: 3
    current_state:
      annual_infrastructure: 600000
      annual_licensing: 220000
      annual_operations: 60000
      annual_downtime_cost: 50000
      annual_compliance_cost: 30000
      breakdown:
        - item: "Exadata X6 depreciation + refresh amortization"
          annual: 600000
        - item: "Oracle DB EE Support & Maintenance"
          annual: 220000
        - item: "DBA patching + infra management (part-time)"
          annual: 60000
        - item: "Data center (power, cooling, space)"
          annual: 80000

    proposed_oci:
      migration_one_time: 50000
      annual_cloud_consumption: 278400
      annual_licensing: 0
      annual_operations: 20000
      annual_downtime_cost: 0
      annual_compliance_cost: 0
      breakdown:
        - item: "ExaCS X11M Queretaro (Prod, BYOL)"
          annual: 98400
        - item: "ExaCS X11M Sao Paulo (DR Standby, BYOL)"
          annual: 98400
        - item: "FastConnect 10Gbps Dual"
          annual: 36720
        - item: "OCI Vault + Monitoring + Storage"
          annual: 30000
        - item: "Reduced DBA operations (automated patching)"
          annual: 20000
        - item: "Migration project (one-time, amortized Y1)"
          annual: 50000

    savings:
      annual: 661600
      three_year: 1749600
      pct: 61

  roi:
    three_year_roi_pct: 3400
    payback_months: 1
    total_investment: 50000
    annual_net_benefit: 661600
    notes: >
      ROI based on 3-year TCO comparison. 1-month payback driven by immediate
      elimination of HW refresh commitment ($1.8M avoided). Conservative — does
      not include productivity gains from automated patching or DR risk reduction.

  value_drivers:
    - category: "Cost Avoidance"
      driver: "Avoid $1.8M hardware refresh + eliminate DC costs"
      quantification: "$1.75M saved over 3 years (61% reduction)"

    - category: "Risk Reduction"
      driver: "Cross-region DR where none exists today"
      quantification: "RPO<15min, RTO<1h with Data Guard + FSDR"

    - category: "Compliance"
      driver: "SOX audit finding resolved with automated patching"
      quantification: "ExaCS auto-patching + OCI Audit + Vault key management"

    - category: "Operational Efficiency"
      driver: "DBA freed from manual patching + infrastructure management"
      quantification: "60% reduction in DBA time allocated to patching"

  risks:
    migration_risks:
      - risk: "EBS R12 customizations may require OS-level changes post-migration"
        probability: "Medium"
        impact: "Medium"
        mitigation: "Inventory all customizations pre-migration; test in Pre-Prod"

      - risk: "FastConnect provisioning delay (partner-dependent)"
        probability: "Medium"
        impact: "Low"
        mitigation: "Start in Phase 1 week 1; IPSec VPN as interim backup"

      - risk: "HW refresh deadline pressure (6 months)"
        probability: "High"
        impact: "High"
        mitigation: "16-week migration plan fits within window with margin"

    do_nothing_risks:
      - risk: "No DR — single site, single point of failure for EBS production"
        probability: "High"
        impact: "Critical"
        mitigation: "Cannot be mitigated without infrastructure investment"

      - risk: "SOX audit finding remains unresolved (manual patching)"
        probability: "High"
        impact: "High"
        mitigation: "Remediation requires automated patching — on-prem can't deliver"

      - risk: "$1.8M HW refresh locks in 5 more years of on-prem with no cloud ROI"
        probability: "High"
        impact: "High"
        mitigation: "Sunk cost — delays any cloud migration benefit for 5+ years"

  recommendation:
    summary: >
      Proceed with OCI ExaCS migration. 61% cost reduction over 3 years ($1.75M saved),
      cross-region DR capability, and SOX compliance resolution. The alternative
      (HW refresh at $1.8M) costs more and leaves DR + compliance gaps unresolved.
    next_steps:
      - "Board approval with TCO presentation — May 2026"
      - "Provision OCI tenancy + ExaCS in Queretaro — June 2026"
      - "Start FastConnect provisioning with partner — June 2026"
      - "EBS customization inventory and Pre-Prod testing — June 2026"
      - "Production cutover — September 2026"

  roadmap:
    total_duration: "16 weeks (May — September 2026)"
    phases:
      - name: "Board Approval"
        duration: "2 weeks"
        investment: 0
        description: "Present TCO + risk analysis to board"

      - name: "Foundation (networking + ExaCS)"
        duration: "4 weeks"
        investment: 15000
        description: "Provision OCI tenancy, ExaCS, FastConnect"

      - name: "EBS Migration + Data Guard"
        duration: "6 weeks"
        investment: 25000
        description: "Migrate EBS R12 with ZDM, configure Data Guard to Sao Paulo"

      - name: "SAP + DW Migration"
        duration: "4 weeks"
        investment: 10000
        description: "Migrate remaining databases, RMAN backup for DW"

      - name: "Cutover + Decommission"
        duration: "2 weeks"
        investment: 0
        description: "Production cutover, decommission Exadata X6"