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