forked from diegoecab/oci-deal-accelerator
101 lines
3.8 KiB
Markdown
101 lines
3.8 KiB
Markdown
# Engagement Tiers
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Engagement tiers scale artifact depth to match engagement complexity. Not every deal needs a 15-slide deck and full ADR set.
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## Tier Definitions
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### Small (Rapid Innovation)
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**Profile:** Single workload, single region, minimal compliance, short timeline.
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**Examples:**
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- Autonomous Database + Analytics Cloud dashboard
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- Single app migration to OKE
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- PoC or pilot deployment
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**Characteristics:**
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- 1-2 applications in scope
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- No compliance frameworks
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- Single OCI region
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- 0-2 integration points
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- Budget < $10K/month
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- Timeline < 4 weeks design
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**Artifact depth:** Highly templated, minimal customization. The Value Story can be a single paragraph. The deck is 6-8 slides. No separate operations model — include a "Day-2" slide.
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### Standard (Extend Capabilities)
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**Profile:** Multi-component architecture, moderate complexity, typical enterprise engagement.
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**Examples:**
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- Oracle DB migration with HA/DR to ADB-S
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- Multi-tier application modernization
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- Hybrid cloud with FastConnect
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**Characteristics:**
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- 3-10 applications in scope
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- 1 compliance framework (PCI, SOC2, HIPAA)
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- 1-2 OCI regions
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- 3-5 integration points
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- Budget $10K-100K/month
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- Timeline 4-12 weeks design
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**Artifact depth:** Full template set. 10-12 slide deck. Separate cost spreadsheet. Operations model as 1-page summary. 4-6 ADRs.
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### Complex (Business Transformation)
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**Profile:** Enterprise-wide transformation, multi-region, multiple compliance, long timeline.
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**Examples:**
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- Full data center migration (50+ workloads)
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- Multi-cloud architecture with OCI as primary
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- Regulated industry platform (banking, healthcare)
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**Characteristics:**
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- 10+ applications in scope
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- Multiple compliance frameworks
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- 3+ OCI regions
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- 5+ integration points
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- Budget > $100K/month
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- Timeline 12+ weeks design
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**Artifact depth:** Full customized artifacts. 12-15 slide deck (possibly multi-deck). Full operations model. Detailed migration plan as separate document. Full risk register. Comprehensive WA report.
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## Artifact Matrix
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| Artifact | Small | Standard | Complex |
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|----------|-------|----------|---------|
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| **DEFINE** | | | |
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| Value Story | 1 paragraph | Full template | Full + executive summary |
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| Workload Profile | Minimal fields | Standard fields | All fields + appendix |
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| Joint Engagement Plan | Email/verbal | 1-page template | Full template |
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| **DESIGN** | | | |
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| Slide deck | 6-8 slides | 10-12 slides | 12-15 slides |
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| Architecture diagram | Single-page simple | Single-page detailed | Multi-page |
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| Cost estimate | In-deck table | Separate .xlsx | Detailed .xlsx with scenarios |
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| ADRs | 2-3 inline in deck | 4-6 separate | Full ADR documents |
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| Migration plan | 1 slide | 2-3 slides | Separate document |
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| Operations model | 1 "Day-2" slide | 1-page summary | Full template |
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| Transition design | Inline in migration | Separate section | Separate document |
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| Risk register | Top 3-5 in deck | Top 5-8 in deck | Full register document |
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| WA scorecard | Traffic lights only | With recommendations | Full WA report |
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| **DELIVER** | | | |
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| Handover document | 1-page summary | Full template | Full + appendices |
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| MVP definition | Inline in handover | Separate section | Phased roadmap |
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| Go-live checklist | 10-15 items | 20-30 items | 30-50 items |
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| Success criteria | 3-5 metrics | 5-8 metrics | 8-12 metrics |
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| Lessons learned | Brief notes | Full template | Full + retrospective |
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## Tier Selection Logic
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Select tier based on the **highest complexity signal**. If 8 out of 10 signals say "small" but compliance says "complex", use **standard** (not complex — let the single complex dimension drive up one tier, not two).
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```
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IF any signal is "complex" AND 2+ signals are "complex":
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→ Complex tier
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ELIF any signal is "complex" OR 3+ signals are "standard":
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→ Standard tier
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ELSE:
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→ Small tier
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```
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