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templates/business-case.yaml
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153
templates/business-case.yaml
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# Business Case Template — DEFINE Phase
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# Generates the business justification for OCI adoption.
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# Target audience: Customer's internal decision-makers (CxO, finance, procurement).
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# Output: Slide deck (.pptx) + YAML spec for reuse.
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business_case:
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# --- Header ---
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customer_name: ""
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prepared_by: ""
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date: ""
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version: "1.0"
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status: draft # draft | review | approved
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confidentiality: "Oracle Confidential"
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# --- Executive Summary (1 paragraph for CxO) ---
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executive_summary: ""
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# e.g., "Migrating 5 Oracle databases from on-prem to ADB-S reduces
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# annual infrastructure costs by 47% ($1.2M/year), eliminates 4h/month
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# of unplanned downtime, and positions Acme for PCI compliance by Q3."
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# --- Business Drivers ---
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drivers:
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primary: "" # cost_reduction | modernization | performance | compliance | hw_eol | consolidation | competitive_pressure
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secondary: [] # Additional drivers
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urgency: "" # Why now? e.g., "Hardware EOL in 6 months"
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cost_of_inaction:
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financial: "" # "$X/year in maintenance + $Y risk exposure"
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operational: "" # "4h monthly downtime, 3 FTEs on manual patching"
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strategic: "" # "Competitor already on cloud, losing talent"
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urgency_deadline: "" # Absolute date if applicable (e.g., "2026-09-30")
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# --- Current State Summary ---
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current_state:
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infrastructure: "" # Brief: "3 Exadata racks on-prem, 5 years old"
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pain_points: [] # ["Manual patching takes 2 weekends/quarter", "No DR tested in 18 months"]
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annual_spend: 0 # Current total annual IT spend for in-scope workloads
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team_size: 0 # FTEs dedicated to operations
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# --- TCO Comparison ---
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tco:
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horizon_years: 3 # 3 or 5
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current_state:
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annual_infrastructure: 0 # HW depreciation, DC, power, cooling, network
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annual_licensing: 0 # SW licenses + annual support
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annual_operations: 0 # FTEs × average cost (DBAs, sysadmins, etc.)
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annual_downtime_cost: 0 # Revenue loss + recovery effort
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annual_compliance_cost: 0 # Audit prep, remediation, tooling
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total_annual: 0
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total_over_horizon: 0
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proposed_oci:
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migration_one_time: 0 # Migration effort (consulting, tools, overtime)
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annual_cloud_consumption: 0 # OCI UCM or PAYG
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annual_licensing: 0 # BYOL savings or License Included delta
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annual_operations: 0 # Reduced FTEs (managed services effect)
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annual_downtime_cost: 0 # Improved SLA
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annual_compliance_cost: 0 # Automated compliance (Data Safe, etc.)
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total_annual: 0
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total_over_horizon: 0 # Includes migration one-time
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savings:
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annual: 0
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over_horizon: 0
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percentage: 0
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assumptions:
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- "730 hours/month for always-on workloads"
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- "BYOL applied for existing EE licenses with active support"
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- "Migration duration: X months"
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notes: ""
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# --- ROI Analysis ---
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roi:
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total_investment: 0 # Migration cost + Year 1 cloud premium
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annual_net_benefit: 0 # Annual savings + quantified value
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payback_months: 0
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three_year_roi_pct: 0 # (total_benefit - total_investment) / total_investment × 100
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five_year_roi_pct: 0 # Optional
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# --- Value Drivers (quantified where possible) ---
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value_drivers:
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- category: cost_reduction
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title: ""
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description: ""
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quantified: "" # "$X/year" or "X% reduction"
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evidence: "" # Source: benchmark, customer data, field experience
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- category: risk_reduction
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title: ""
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description: ""
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quantified: ""
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evidence: ""
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- category: agility
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title: ""
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description: ""
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quantified: ""
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evidence: ""
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- category: innovation
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title: ""
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description: ""
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quantified: ""
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evidence: ""
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# --- Risk Assessment ---
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risks:
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migration_risks:
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- risk: ""
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probability: medium # low | medium | high
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impact: high # low | medium | high
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mitigation: ""
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residual_risk: low
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do_nothing_risks:
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- risk: ""
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probability: high
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impact: ""
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timeline: "" # When does this risk materialize?
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# --- Competitive Context ---
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competitive:
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alternatives_considered: [] # ["AWS RDS", "Azure SQL MI", "Stay on-prem"]
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why_oci: [] # Differentiators for THIS workload
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honest_gaps: [] # Where competitors have an edge
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oci_unique: [] # Features only OCI offers (ADB, Exadata, BYOL depth)
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# --- Implementation Roadmap ---
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roadmap:
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total_duration: "" # e.g., "6 months"
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phases:
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- name: "Phase 1: Foundation"
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duration: ""
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deliverables: []
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quick_wins: [] # Early visible value
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- name: "Phase 2: Migration"
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duration: ""
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deliverables: []
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- name: "Phase 3: Optimization"
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duration: ""
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deliverables: []
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# --- Success Criteria (post go-live KPIs) ---
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success_criteria:
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- metric: ""
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baseline: "" # Current value
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target: "" # Expected value post-migration
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measurement: "" # How to measure
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timeline: "" # When to measure
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# --- The Ask / Recommendation ---
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recommendation:
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summary: "" # 1-sentence: "We recommend X"
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commitment_type: "" # UCM | PAYG | hybrid | PoC_first
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commitment_amount: "" # "$X/year for Y years"
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next_steps:
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- action: ""
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owner: "" # Oracle | Customer | Joint
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deadline: ""
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escalation_path: "" # If no decision by [date], what happens?
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