# 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?