# ═══════════════════════════════════════════════════════════════
# ECAL Customer Profile Template
# ═══════════════════════════════════════════════════════════════
# Source: ECAL 3.1 - Ideate Step (Define Phase)
# Purpose: Strategic profiling of the customer beyond tech details
# Note: This is an INTERNAL document — not shared directly with customer
# ═══════════════════════════════════════════════════════════════

metadata:
  customer: ""
  account_team: ""
  date: ""
  version: "1.0"
  status: "draft"              # draft → reviewed → validated

# ───────────────────────────────────────────────────────────────
# 1. COMPANY OVERVIEW
# ───────────────────────────────────────────────────────────────
company:
  name: ""
  industry: ""
  sub_industry: ""             # e.g., "retail banking", "life sciences"
  headquarters: ""
  annual_revenue: ""
  employees: ""
  fiscal_year_end: ""
  stock_ticker: ""             # if public
  recent_events: []            # M&A, IPO, restructuring, leadership change

# ───────────────────────────────────────────────────────────────
# 2. STRATEGIC GOALS & DRIVERS
# ───────────────────────────────────────────────────────────────
strategy:
  published_goals: []          # from annual report, press releases, CEO keynotes
  # Example:
  # - "Double digital revenue by 2027"
  # - "Reduce operating costs by 15% over 3 years"
  # - "Expand to 3 new APAC markets"

  technology_strategy: ""      # cloud-first? multi-cloud? hybrid? on-prem?
  digital_transformation: ""   # where are they on the journey?
  competitive_position: ""     # leader, challenger, follower in their market?
  competitor_threats: []       # cloud-native disruptors, adjacent players

# ───────────────────────────────────────────────────────────────
# 3. ORACLE FOOTPRINT
# ───────────────────────────────────────────────────────────────
oracle_footprint:
  products_in_use: []
  # Example:
  # - { product: "Oracle Database EE", version: "19c", count: 350, licensing: "Processor" }
  # - { product: "WebLogic", version: "14c", count: 12, licensing: "NUP" }
  licensing:
    type: ""                   # ULA, PULA, Processor, NUP, Named User
    expiry: ""                 # when does ULA/PULA expire?
    byol_eligible: ""
  support_spend: ""            # annual Oracle support spend
  existing_oci_usage: ""       # any OCI tenancy already? what's running?
  existing_cloud_usage: []     # AWS, Azure, GCP — what workloads?

# ───────────────────────────────────────────────────────────────
# 4. INDUSTRY ANALYSIS
# ───────────────────────────────────────────────────────────────
industry_context:
  market_trends: []            # relevant industry trends
  regulatory_landscape: []     # regulations affecting IT decisions
  peer_comparison: ""          # how does this customer compare to industry peers?
  # Example:
  # market_trends:
  #   - "Open banking APIs mandated by 2025"
  #   - "DORA regulation requiring operational resilience testing"
  # regulatory_landscape:
  #   - "EBA guidelines on ICT risk management"
  #   - "GDPR data residency requirements"

# ───────────────────────────────────────────────────────────────
# 5. RELATIONSHIP CONTEXT
# ───────────────────────────────────────────────────────────────
relationship:
  account_manager: ""
  current_engagement_status: ""  # active deal, renewal, new, expansion
  previous_engagements: []       # past ECAL/consulting engagements
  customer_sentiment: ""         # positive, neutral, at-risk
  executive_sponsors:
    oracle: ""                   # Oracle exec sponsor
    customer: ""                 # Customer exec sponsor
  key_contacts:
    - { name: "", role: "", influence: "", relationship: "" }

# ───────────────────────────────────────────────────────────────
# 6. INITIAL HYPOTHESIS
# ───────────────────────────────────────────────────────────────
# Based on the profile, what Point of View could resonate?
hypotheses:
  - hypothesis: ""
    business_driver: ""        # link to strategy.published_goals
    pillar: ""                 # strategic / financial / business_ops / it_ops
    confidence: ""             # high / medium / low
    evidence: ""               # what supports this hypothesis?
    risks: ""                  # what could invalidate it?