last_verified: 2026-03-18 pattern: id: ecal-artefacts-catalog name: "ECAL 3.1 Artefacts Catalog" category: governance description: > Complete catalog of ECAL 3.1 artefacts across all 9 steps. Each entry has: description, purpose, ECAL role, and whether the OCI Deal Accelerator skill can generate it. Source: ECAL 3.1 Practitioners Guides (01-09). # auto_generate: skill produces this artefact # assist: skill provides partial content or structure # reference: skill references this but customer/team produces it # out_of_scope: purely delivery/commercial, skill doesn't touch # ═══════════════════════════════════════════════════════════════ # DEFINE PHASE # ═══════════════════════════════════════════════════════════════ define: ideate: - id: "DEF-01" name: "Customer Profile" what: "Strategic business goals, Oracle footprint, industry analysis, competitor positioning" why: "Understand what drives the customer so the PoV resonates with their strategic goals" how: "Account team intel, annual reports, web research, Business Model Canvas" skill_support: "assist" skill_notes: "Skill can research public info and structure into profile template" customer_facing: false - id: "DEF-02" name: "Strategy Map" what: "Customer goals → strategies → capabilities → enablers mapping" why: "Links Oracle products to business strategy. Arguably most important ECAL artefact" how: "Leverage Customer Profile, annual reports, Value Navigator" skill_support: "assist" skill_notes: "Skill can draft from discovery notes; needs customer validation" customer_facing: false - id: "DEF-03" name: "Point of View (PoV)" what: "Hypothesis about customer need, business benefit, SMART-evaluated" why: "Go to customer with validated ideas that have significant business value" how: "Review Pattern Library, Sales Central, quantify with Business Case" skill_support: "auto_generate" skill_notes: "Skill generates as 'value hypothesis' in value-story.yaml" customer_facing: false - id: "DEF-04" name: "Ideation Workshop" what: "Design Thinking workshop to formulate and validate PoV" why: "Ensure no bias, everyone thinking about customer needs" how: "Brainstorming, group discussion, NEXT/V2V methodology" skill_support: "reference" skill_notes: "Skill can generate agenda and talking points" customer_facing: true - id: "DEF-05" name: "Business Case" what: "Executive summary, drivers, recommended solution, benefits, timeline, risks" why: "Communicate business value of cloud adoption" how: "Use Value Navigator, work with customer on the model" skill_support: "auto_generate" skill_notes: "Skill generates via business-case.yaml template + deck" customer_facing: true - id: "DEF-06" name: "Value Story" what: "Compelling vision of the PoV and why customer should adopt it" why: "Continue discussion with customer, tailor the PoV" how: "External Ideation template, PowerPoint, demo, mockup" skill_support: "auto_generate" skill_notes: "Skill generates via value-story.yaml template" customer_facing: true validate: - id: "DEF-07" name: "Value Story Delivery" what: "Half-day workshop presenting the Value Story to customer" why: "Validate ideas with customer, do discovery through engagement" how: "Presentations, whiteboards, exercises — be creative" skill_support: "assist" skill_notes: "Skill can generate workshop deck and discussion guide" customer_facing: true plan: - id: "DEF-08" name: "Joint Engagement Plan (JEP)" what: "Outline plan for Design phase: activities, resources, timeline, scope" why: "Customer must commit resources; cannot design in isolation" how: "Use ECAL template, be clear on scope and outcomes" skill_support: "auto_generate" skill_notes: "Skill generates via joint-engagement-plan.yaml template" customer_facing: true # ═══════════════════════════════════════════════════════════════ # DESIGN PHASE — CURRENT STEP # ═══════════════════════════════════════════════════════════════ design: current: identify_constraints: - id: "DES-01" name: "Business Constraints" what: "Time, funding, legal, compliance, resource, technology constraints" why: "Constraints impact Future State Architecture, Roadmap, and Proposal" how: "Collect from customer via workshops or Constraints Questionnaire" skill_support: "assist" skill_notes: "Skill captures in workload-profile.yaml constraints section" customer_facing: false - id: "DES-02" name: "Security Constraints" what: "Security requirements, GDPR, regulatory needs" why: "Security is major concern in cloud adoption" how: "Security checklist, assess need for Oracle Security team" skill_support: "assist" skill_notes: "Skill flags compliance requirements from discovery notes" customer_facing: true capture_current_state: - id: "DES-03" name: "Current State Process & Capability Map" what: "Business processes/capabilities currently in scope, single-slide view" why: "Shows Oracle understands customer business needs" how: "Cloud Notation Business Architecture, neutral language (no Oracle buzzwords)" skill_support: "reference" skill_notes: "Business architecture — needs customer input" customer_facing: true - id: "DES-04" name: "Discovery Questionnaire" what: "Structured collection of customer IT landscape" why: "Build/understand current state, validate hypotheses" how: "Send template to customer or fill collaboratively" skill_support: "auto_generate" skill_notes: "Skill generates via templates/discovery-questionnaire.yaml" customer_facing: true - id: "DES-05" name: "Current State Apps & Tech Portfolio" what: "Systems, assets, integrations, strategy per application" why: "Understand environment, build Current State Architecture" how: "Portfolio Assessment Workbook — Systems, Assets, Integrations tabs" skill_support: "assist" skill_notes: "Skill structures from discovery questionnaire responses" customer_facing: true - id: "DES-06" name: "Security Baseline & Guidance" what: "Current security posture and requirements" why: "Baseline for designing security in future state" how: "Security team assessment" skill_support: "reference" skill_notes: "References kb/well-architected/security.yaml" customer_facing: true - id: "DES-07" name: "Operational RACI (Current)" what: "How customer currently runs operations — services, SLAs, responsibilities" why: "Understand current ops model to design future ops that fit" how: "Request operational definitions, frameworks (ITIL), service levels" skill_support: "assist" skill_notes: "Skill maps to operational-raci.yaml models" customer_facing: false - id: "DES-08" name: "Prioritization Matrix" what: "Applications scored by criticality, fit, potential, risk" why: "Focus on highest-value, lowest-risk initiatives first" how: "Score each app on 5 criteria, weighted calculation" skill_support: "auto_generate" skill_notes: "Skill generates from discovery-questionnaire.yaml prioritization section" customer_facing: true - id: "DES-09" name: "Current State Architecture" what: "Architecture diagrams of current environment in scope" why: "Baseline for Future State Architecture" how: "Receive from customer or draw using Cloud Notation" skill_support: "assist" skill_notes: "Skill can generate .drawio from description" customer_facing: true future: solution_design: - id: "DES-10" name: "Future State Process & Capability Map" what: "Business capabilities covered by proposed solution" why: "Shows Oracle understands and addresses customer needs" how: "Map capabilities to Oracle products, use Cloud Notation" skill_support: "reference" skill_notes: "Business architecture — needs customer validation" customer_facing: true - id: "DES-11" name: "Future State Apps & Tech Portfolio" what: "Oracle/3rd party products mapped to business capabilities" why: "Bridges capability map to architecture" how: "List capabilities per product, show integration relationships" skill_support: "assist" skill_notes: "Skill can map from service selection" customer_facing: true - id: "DES-12" name: "Future State Architecture" what: "Application + Technology architecture diagrams" why: "Communicates solution vision internally and to customer" how: "Cloud Notation, review with ECAL team, iterate" skill_support: "auto_generate" skill_notes: "Skill generates .drawio via oci_diagram_gen.py" customer_facing: true - id: "DES-13" name: "Solution Roadmap" what: "Phased implementation plan by value/risk" why: "Complex solutions can't be delivered in one step" how: "Divide by criteria (org, region, risk), prioritize high-value/low-risk" skill_support: "auto_generate" skill_notes: "Skill includes roadmap slide in deck" customer_facing: true - id: "DES-14" name: "Extension Catalog" what: "Custom extensions beyond OOTB Oracle products" why: "Highlights gaps requiring custom development" how: "Identify missing capabilities, clarify implementation" skill_support: "reference" skill_notes: "Customer-specific; skill flags potential gaps" customer_facing: true - id: "DES-15" name: "Integration Catalog" what: "All non-OOTB integrations with data flows, volumes, frequency" why: "Communicate integration effort and responsibility" how: "Map all inter-component data flows, include volumes" skill_support: "assist" skill_notes: "Skill can list integrations from architecture" customer_facing: true - id: "DES-16" name: "Information & BI Model" what: "Data flows, MDM, analytics architecture" why: "Document where data resides and how it's managed" how: "Data Ecosystem reference architecture, Cloud Notation" skill_support: "reference" skill_notes: "Reference patterns in kb/patterns/" customer_facing: true deployment_design: - id: "DES-17" name: "Datacentre Design" what: "Which services run in which region/DC for each environment" why: "Data locality, regulatory compliance, HA strategy" how: "Map components to OCI regions, include on-prem/multi-cloud" skill_support: "auto_generate" skill_notes: "Skill includes region mapping in architecture" customer_facing: true - id: "DES-18" name: "Lifecycle Management Design" what: "CI/CD, dev-to-prod automation, IaC approach" why: "Automation is critical for cloud operational success" how: "OCI DevOps, Terraform, Resource Manager" skill_support: "assist" skill_notes: "Skill recommends IaC approach in deployment design" customer_facing: true - id: "DES-19" name: "Network Design" what: "Connectivity between DCs, within DCs, to users" why: "Well-defined networking is critical for solution success" how: "Cloud Notation, show gateways, protocols, public/private" skill_support: "auto_generate" skill_notes: "Skill includes networking in .drawio diagrams" customer_facing: true - id: "DES-20" name: "Identity & Access Design" what: "How users access the system, authentication, authorization" why: "IAM is critical non-functional requirement" how: "End-to-end identity across proposed and existing systems" skill_support: "assist" skill_notes: "Skill recommends IAM approach from patterns" customer_facing: true - id: "DES-21" name: "Environment Catalog" what: "List of all environments: prod, dev, test, DR with sizing" why: "Understand total solution size for accurate BoM" how: "Discuss with team and customer, use environment-catalogue.yaml" skill_support: "auto_generate" skill_notes: "Skill generates from kb/patterns/environment-catalogue.yaml" customer_facing: true - id: "DES-22" name: "Recovery Model" what: "HA/DR architecture for different failure scenarios" why: "Customers need to understand business continuity" how: "Map RTO/RPO requirements to HA/DR patterns" skill_support: "auto_generate" skill_notes: "Skill generates from service-tiering.yaml + HA/DR patterns" customer_facing: true - id: "DES-23" name: "Management Design" what: "Monitoring tools, alerting, operations management" why: "Operational readiness is critical for customer confidence" how: "Map to OCI native tools or customer's existing tools" skill_support: "assist" skill_notes: "Skill recommends monitoring stack in operations model" customer_facing: true - id: "DES-24" name: "Data Locality & Data Security" what: "Where controlled data resides, encryption, key management" why: "Data security is highest customer concern" how: "Map data locations, encryption methods, key management" skill_support: "assist" skill_notes: "Skill flags data residency and encryption in architecture" customer_facing: true transition_design: - id: "DES-25" name: "Implementation Plan" what: "Prioritized implementation/migration of capabilities" why: "Most organizations can't change architecture in one phase" how: "Implementation partner responsibility; SA validates compatibility" skill_support: "assist" skill_notes: "Skill generates high-level migration plan slides" customer_facing: true - id: "DES-26" name: "Implementation RACI" what: "Who does what during implementation" why: "Clear roles prevent rework and delays" how: "High-level tasks with R/A/C/I per role" skill_support: "assist" skill_notes: "Skill can draft from engagement-raci.yaml adopt section" customer_facing: true - id: "DES-27" name: "Provisioning Plan / Map" what: "How each component gets provisioned and brought into service" why: "Basis for actual provisioning of services" how: "Map BoM components to provisioning steps" skill_support: "reference" skill_notes: "Delivery partner responsibility" customer_facing: true - id: "DES-28" name: "Adoption Plan" what: "How customer adopts the cloud service post-provisioning" why: "Ensure availability of resources and service levels" how: "Cloud Adoption Services (CAS), business readiness" skill_support: "reference" skill_notes: "CAS/delivery partner responsibility" customer_facing: true service_design: - id: "DES-29" name: "Operational Services RACI" what: "Runtime responsibilities for operating/supporting the solution" why: "Clear ops responsibilities prevent go-live surprises" how: "Map to operational-raci.yaml models (fully/co/self managed)" skill_support: "auto_generate" skill_notes: "Skill generates from kb/patterns/operational-raci.yaml" customer_facing: true - id: "DES-30" name: "Operational Services Design" what: "9 categories of operational service model for running the solution" why: "Customer needs to know best practices for operating in cloud" how: "Use 9 Enduring Capabilities framework" skill_support: "assist" skill_notes: "Skill generates operations model from template" customer_facing: true demo_poc: - id: "DES-31" name: "PoC Joint Execution Plan" what: "Scope, approach, timeline, success criteria for PoC" why: "Structured PoC with bilateral commitment" how: "Define scope, test architectures, use cases, ground rules" skill_support: "reference" skill_notes: "Customer-specific; skill can outline structure" customer_facing: true - id: "DES-32" name: "Demo / PoC Delivery" what: "Execution of demo or proof of concept" why: "Prove technical feasibility or address customer concerns" how: "Demo Central, Cloud Trials, custom PoC" skill_support: "reference" skill_notes: "Execution activity, not a document" customer_facing: true bom_sizing: - id: "DES-33" name: "Architecture Review" what: "Team review of all architecture artefacts before BoM" why: "Ensure team alignment on proposed solution" how: "Review meeting with complete account team" skill_support: "auto_generate" skill_notes: "Skill runs WA validation via validate-architecture.py" customer_facing: false - id: "DES-34" name: "Bill of Materials & Sizing" what: "All pricing and sizing for each solution component" why: "Summarizes all software/hardware/service costs" how: "Map from Future State Architecture + sizing model" skill_support: "auto_generate" skill_notes: "Skill generates cost estimate from kb/pricing/ + kb/sizing/" customer_facing: true confirm: - id: "DES-35" name: "Solution Proposal" what: "High-impact customer presentation of the proposed solution" why: "Enable customer to decide whether to proceed to Deliver" how: "Collect all designs, simplify, merge with business drivers" skill_support: "auto_generate" skill_notes: "Skill generates .pptx deck via oci_deck_gen.py" customer_facing: true - id: "DES-36" name: "Partner / Services Proposal" what: "Implementation + operational services cost estimate" why: "Complete solution = products + implementation + operations" how: "Work with OC/ACS/partners based on Design artefacts" skill_support: "reference" skill_notes: "OC/ACS/partner responsibility" customer_facing: true - id: "DES-37" name: "RFx Response" what: "Formal response to customer RFI/RFQ/RFP" why: "Formal stage in customer buying cycle" how: "Qualify, plan, manage response, QA, submit" skill_support: "reference" skill_notes: "Sales/BD responsibility; skill provides technical content" customer_facing: true - id: "DES-38" name: "Commercial Agreement" what: "Commercial terms: cloud credits, BYOL, ELA, pricing" why: "Customer needs to understand costs to proceed" how: "Sales/CSM use BoM to produce commercial terms" skill_support: "reference" skill_notes: "Sales responsibility" customer_facing: true # ═══════════════════════════════════════════════════════════════ # DELIVER PHASE # ═══════════════════════════════════════════════════════════════ deliver: adopt: establish_governance: - id: "DEL-01" name: "Architecture Governance" what: "Compliance review process for projects vs. enterprise architecture" why: "Ensure original vision is realized during implementation" how: "Regular meetings, architecture compliance checklists" skill_support: "reference" skill_notes: "Implementation team responsibility" customer_facing: true - id: "DEL-02" name: "Operating Model" what: "How existing processes/tools change for the new solution" why: "Without agreed model, risk of project failure" how: "Assess org capabilities using Operational Service RACI/Design" skill_support: "auto_generate" skill_notes: "Skill generates via templates/operations-model.yaml" customer_facing: true - id: "DEL-03" name: "Business Transition Plan" what: "Managing business change and readiness for go-live" why: "Business must change processes/org to realize value" how: "Analysis of business strategy, process standardization" skill_support: "reference" skill_notes: "CAS/delivery partner responsibility" customer_facing: true - id: "DEL-04" name: "Training & Communication Plan" what: "End-user training strategy and project communication" why: "Effective communication is difference between success and failure" how: "Review Adoption Plan, determine training delivery method" skill_support: "reference" skill_notes: "Delivery partner responsibility" customer_facing: true manage_project: - id: "DEL-05" name: "Project Governance" what: "Oversight framework: steering committee, change control, escalation" why: "Key elements that make a project successful" how: "Define governance structure, reporting, risk management" skill_support: "reference" skill_notes: "PM responsibility" customer_facing: true - id: "DEL-06" name: "Project Plan" what: "Detailed steps with timelines for deployment" why: "Identify critical path, stick to timelines" how: "Detailed iteration of high-level Implementation Plan" skill_support: "reference" skill_notes: "Implementation partner responsibility" customer_facing: true - id: "DEL-07" name: "Project Delivery" what: "Execute the project per plan and governance" why: "Correctly mobilising prevents delays" how: "Onboard team, enable, kick off, deliver" skill_support: "reference" skill_notes: "Execution activity" customer_facing: false - id: "DEL-08" name: "Signoff & Close" what: "Validate and sign off all elements of solution" why: "Formal confirmation before moving to production" how: "Confirm configs, integrations, data migrations complete" skill_support: "reference" skill_notes: "PM responsibility" customer_facing: true customer_adoption: - id: "DEL-09" name: "Contracts & Policy Review" what: "Review all agreements associated with the project" why: "Incomplete understanding puts project at risk" how: "Review with customer, note risks" skill_support: "reference" skill_notes: "Legal/commercial responsibility" customer_facing: true - id: "DEL-10" name: "Readiness Assessment" what: "Ensure project team has right skills and assets" why: "Lack of tools/docs/processes becomes obstacle" how: "Review requirements, define readiness assets" skill_support: "reference" skill_notes: "PM responsibility" customer_facing: false - id: "DEL-11" name: "Configuration & Customization" what: "Build the solution: configs, customizations, integrations" why: "Build per agreed architecture and deployment design" how: "Delivery partner method (e.g., TCM)" skill_support: "reference" skill_notes: "Delivery team execution" customer_facing: false - id: "DEL-12" name: "Security Build" what: "Final review and build of security configuration" why: "Confirm solution built per Identity & Access Design" how: "Delivery partner method" skill_support: "reference" skill_notes: "Delivery team execution" customer_facing: false - id: "DEL-13" name: "Data Migration" what: "Extract, load, validate data from source to target" why: "Confirm data migrates correctly and safely" how: "DMS, GoldenGate, Data Pump, RMAN, ZDM" skill_support: "assist" skill_notes: "Skill recommends migration tools in architecture" customer_facing: false - id: "DEL-14" name: "Validation & Testing" what: "Business process validation and technical testing" why: "Confirm solution ready for production" how: "Process playback, final validation, sign-off" skill_support: "reference" skill_notes: "Delivery team + customer execution" customer_facing: true - id: "DEL-15" name: "Business Enablement" what: "End-user training delivery" why: "Users must be effective with new solution" how: "Per Training Plan, Oracle University" skill_support: "reference" skill_notes: "Training team responsibility" customer_facing: true - id: "DEL-16" name: "Go-Live & Hypercare" what: "Cutover to production + intensive post-go-live support" why: "Reduce risk and provide better customer experience" how: "Support, data integrity, availability monitoring" skill_support: "auto_generate" skill_notes: "Skill generates go-live-checklist.yaml" customer_facing: true operate: - id: "DEL-17" name: "Cloud Operating Framework" what: "Detailed 52-week operational plan based on Operating Model" why: "Cloud operations very different from on-premise" how: "Create plan covering all 9 operational capability areas" skill_support: "reference" skill_notes: "ACS/delivery partner responsibility" customer_facing: true - id: "DEL-18" name: "OCI Operationalization Framework" what: "5-milestone methodology for deploying workloads to OCI" why: "Blueprint for operationalizing OCI quickly" how: "Preparation → Conceptual Arch → Physical Arch → Operations → Workloads" skill_support: "reference" skill_notes: "NAC framework; skill aligns architecture with milestones" customer_facing: true improve: - id: "DEL-19" name: "Retrospective" what: "Team review: what worked, what didn't, what to improve" why: "Key ECAL principle: learn fast, capture feedback" how: "3-4 hour meeting, inspect → identify → output actions" skill_support: "auto_generate" skill_notes: "Skill generates via templates/lessons-learned.yaml" customer_facing: false - id: "DEL-20" name: "Value Realization" what: "Post-implementation review against Business Case metrics" why: "Validate if benefits were actually realized" how: "Formal or informal review of adoption, impact, benefits" skill_support: "auto_generate" skill_notes: "Skill generates via templates/success-criteria.yaml" customer_facing: true - id: "DEL-21" name: "Customer Success Story" what: "Single-slide summary: who, challenge, approach, value" why: "Share success with wider community and other customers" how: "Collect from Business Case, build storyline with customer" skill_support: "reference" skill_notes: "Account team responsibility; skill can structure" customer_facing: true - id: "DEL-22" name: "Improvement Actions" what: "Consolidated improvement plan from operations insights" why: "Continuous improvement, may lead back to new DEFINE cycle" how: "Consolidate actions, discuss with customer PM, track" skill_support: "reference" skill_notes: "Feeds back into DEFINE for next engagement" customer_facing: true # ═══════════════════════════════════════════════════════════════ # SUMMARY STATS # ═══════════════════════════════════════════════════════════════ summary: total_artefacts: 60 auto_generate: 16 # skill produces complete artefact assist: 14 # skill provides partial content reference: 30 # skill references but team produces define_phase: 8 design_phase: 38 deliver_phase: 22