{
  "schema": "yarn-pack/2",
  "id": "fabric-platform",
  "version": "2.0.0",
  "name": "Data Platform / Fabric Assessment",
  "engagement": "Pre-workshop pre-read for a Fabric / data-platform assessment",
  "intro": "A structured pre-read captured before the workshop. Not a 'getting to know you' — the consultant pre-fills what scoping already established; the client adds the detail that changes how we prepare. ★ = especially important for prep.",
  "tone_default": "professional",
  "prefill_fields": {
    "sow": [
      "client name",
      "engagement ref",
      "primary objective",
      "scope (business units in/out)",
      "urgency / external driver",
      "sector"
    ],
    "handover": [
      "key contacts (day-to-day, exec sponsor, technical, procurement)",
      "preferred comms channel",
      "vendor/procurement & security requirements",
      "AP terms / PO process"
    ]
  },
  "scales": [],
  "categories": [],
  "audiences": [],
  "sections": [
    {
      "id": "setup",
      "title": "1 · Engagement Setup",
      "blurb": "Contacts, logistics and anything we navigate as your vendor — how we work together, not who you are.",
      "optional": false,
      "questions": [
        {
          "id": "setup_1_who_are_the_right",
          "type": "contact_grid",
          "text": "Who are the right people on your side? (day-to-day, executive sponsor, technical/IT, procurement/invoicing)",
          "scored": false,
          "star": true,
          "prefill": "handover.contacts",
          "ai_drafted": false
        },
        {
          "id": "setup_2_which_business_units",
          "type": "verbatim",
          "text": "Which business units / divisions / brands are in scope? (and what's explicitly OUT)",
          "scored": false,
          "star": true,
          "prefill": "sow.scope",
          "ai_drafted": false
        },
        {
          "id": "setup_3_vendor_procurement_requirements",
          "type": "status_grid",
          "text": "Vendor & procurement requirements (registration, security/IT questionnaire, PO on invoices, data/system access approvals, other onboarding)",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "Not required",
              "label": "Not required"
            },
            {
              "value": "Pending",
              "label": "Pending"
            },
            {
              "value": "Done",
              "label": "Done"
            }
          ],
          "prefill": "handover.procurement",
          "ai_drafted": false
        },
        {
          "id": "setup_4_how_do_you_prefer",
          "type": "multi_select",
          "text": "How do you prefer to receive communications and deliverables?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "Teams channel",
              "label": "Teams channel"
            },
            {
              "value": "Email",
              "label": "Email"
            },
            {
              "value": "SharePoint / shared folder",
              "label": "SharePoint / shared folder"
            },
            {
              "value": "Combination",
              "label": "Combination"
            }
          ],
          "prefill": "handover.comms",
          "ai_drafted": false
        },
        {
          "id": "setup_5_any_hard_constraints_on",
          "type": "verbatim",
          "text": "Any hard constraints on team availability? (blackout dates, leave, quarterly close, board cycles)",
          "scored": false,
          "star": false,
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "goals",
      "title": "2 · Goals and Drivers",
      "blurb": "We know the headline — help us understand the nuance.",
      "optional": false,
      "questions": [
        {
          "id": "goals_1_we_understand_your_primary",
          "type": "verbatim",
          "text": "We understand your primary objective is [PREFILLED]. What context/constraints/nuance didn't surface in scoping?",
          "scored": false,
          "star": true,
          "prefill": "sow.primary_objective",
          "ai_drafted": false
        },
        {
          "id": "goals_2_is_there_a_deadline",
          "type": "verbatim",
          "text": "Is there a deadline, event or external driver making this urgent?",
          "scored": false,
          "star": false,
          "prefill": "sow.urgency",
          "ai_drafted": false
        },
        {
          "id": "goals_3_have_you_tried_to",
          "type": "verbatim",
          "text": "Have you tried to solve this before? What happened?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "goals_4_any_internal_political_sensitivi",
          "type": "verbatim",
          "text": "Any internal political sensitivities we should be aware of?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "currentstate",
      "title": "3 · Current State — Data & Reporting",
      "blurb": "What you're running today, and how well it's working.",
      "optional": false,
      "questions": [
        {
          "id": "currentstate_1_what_are_your_main",
          "type": "verbatim",
          "text": "What are your main data sources? (ERP, CRM, finance, databases, files, APIs — cloud vs on-prem)",
          "scored": false,
          "star": true,
          "ai_drafted": false
        },
        {
          "id": "currentstate_2_where_does_your_data",
          "type": "multi_select",
          "text": "Where does your data live today?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "On-prem SQL / warehouse",
              "label": "On-prem SQL / warehouse"
            },
            {
              "value": "Azure SQL / Synapse",
              "label": "Azure SQL / Synapse"
            },
            {
              "value": "Other cloud (AWS/GCP)",
              "label": "Other cloud (AWS/GCP)"
            },
            {
              "value": "Mix on-prem + cloud",
              "label": "Mix on-prem + cloud"
            },
            {
              "value": "Mainly flat files / SharePoint",
              "label": "Mainly flat files / SharePoint"
            },
            {
              "value": "Not sure",
              "label": "Not sure"
            }
          ],
          "ai_drafted": false
        },
        {
          "id": "currentstate_3_what_do_you_use",
          "type": "multi_select",
          "text": "What do you use for reporting & analytics?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "Power BI",
              "label": "Power BI"
            },
            {
              "value": "Excel",
              "label": "Excel"
            },
            {
              "value": "SSRS / older MS",
              "label": "SSRS / older MS"
            },
            {
              "value": "Third-party BI (Tableau/Qlik/Cognos)",
              "label": "Third-party BI (Tableau/Qlik/Cognos)"
            },
            {
              "value": "Custom/bespoke",
              "label": "Custom/bespoke"
            },
            {
              "value": "Combination",
              "label": "Combination"
            }
          ],
          "ai_drafted": false
        },
        {
          "id": "currentstate_4_roughly_how_many_reports",
          "type": "single_select",
          "text": "Roughly how many reports are in active use?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "<20",
              "label": "<20"
            },
            {
              "value": "20–100",
              "label": "20–100"
            },
            {
              "value": "100–500",
              "label": "100–500"
            },
            {
              "value": "500+",
              "label": "500+"
            },
            {
              "value": "No idea",
              "label": "No idea"
            }
          ],
          "ai_drafted": false
        },
        {
          "id": "currentstate_5_do_you_have_external",
          "type": "verbatim",
          "text": "Do you have external reporting obligations? (clients, regulators, funding bodies, parent co — deadlines)",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "currentstate_6_how_would_you_rate",
          "type": "single_select",
          "text": "How would you rate overall data quality?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "High — trusted & governed",
              "label": "High — trusted & governed"
            },
            {
              "value": "Mixed",
              "label": "Mixed"
            },
            {
              "value": "Low — known issues",
              "label": "Low — known issues"
            },
            {
              "value": "Unknown — not assessed",
              "label": "Unknown — not assessed"
            }
          ],
          "ai_drafted": false
        },
        {
          "id": "currentstate_7_do_teams_maintain_their",
          "type": "verbatim",
          "text": "Do teams maintain their own reporting outside the official platform? (shadow IT — scale matters)",
          "scored": false,
          "star": true,
          "ai_drafted": false
        },
        {
          "id": "currentstate_8_approximate_data_volumes_across",
          "type": "verbatim",
          "text": "Approximate data volumes across the estate?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "currentstate_9_how_do_you_want",
          "type": "single_select",
          "text": "How do you want to consume analytics — centralised, self-service, or both?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "Centralised",
              "label": "Centralised"
            },
            {
              "value": "Self-service",
              "label": "Self-service"
            },
            {
              "value": "Hybrid (governed core + sandbox)",
              "label": "Hybrid (governed core + sandbox)"
            },
            {
              "value": "Not sure",
              "label": "Not sure"
            }
          ],
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "environment",
      "title": "4 · Microsoft & Fabric Environment",
      "blurb": "Licensing, existing infrastructure, how far along the Microsoft stack you are.",
      "optional": false,
      "questions": [
        {
          "id": "environment_1_existing_microsoft_azure_environ",
          "type": "single_select",
          "text": "Existing Microsoft Azure environment?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "Yes — landing zone/governance",
              "label": "Yes — landing zone/governance"
            },
            {
              "value": "Yes — minimal/inconsistent",
              "label": "Yes — minimal/inconsistent"
            },
            {
              "value": "In progress",
              "label": "In progress"
            },
            {
              "value": "No Azure",
              "label": "No Azure"
            }
          ],
          "ai_drafted": false
        },
        {
          "id": "environment_2_microsoft_365_licensing",
          "type": "single_select",
          "text": "Microsoft 365 licensing?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "M365 E3",
              "label": "M365 E3"
            },
            {
              "value": "M365 E5",
              "label": "M365 E5"
            },
            {
              "value": "M365 Business",
              "label": "M365 Business"
            },
            {
              "value": "Office 365 (legacy)",
              "label": "Office 365 (legacy)"
            },
            {
              "value": "Not sure",
              "label": "Not sure"
            }
          ],
          "ai_drafted": false
        },
        {
          "id": "environment_3_existing_power_bi",
          "type": "multi_select",
          "text": "Existing Power BI / Fabric licences?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "PBI Free",
              "label": "PBI Free"
            },
            {
              "value": "PBI Pro",
              "label": "PBI Pro"
            },
            {
              "value": "PBI PPU",
              "label": "PBI PPU"
            },
            {
              "value": "PBI Premium (P-SKU)",
              "label": "PBI Premium (P-SKU)"
            },
            {
              "value": "Fabric (F-SKU)",
              "label": "Fabric (F-SKU)"
            },
            {
              "value": "None / not sure",
              "label": "None / not sure"
            }
          ],
          "ai_drafted": false
        },
        {
          "id": "environment_4_deployed_or_experimented_with",
          "type": "verbatim",
          "text": "Deployed or experimented with Fabric workloads? (OneLake, Lakehouse, Data Factory, RTI, Copilot — and # PBI workspaces)",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "environment_5_integration_points_we_should",
          "type": "verbatim",
          "text": "Integration points we should know about? (D365, Dataverse, ADF, Purview, Synapse, third-party connectors)",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "environment_6_network_security_architecture",
          "type": "multi_select",
          "text": "Network & security architecture for cloud services?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "Public endpoints",
              "label": "Public endpoints"
            },
            {
              "value": "Private endpoints / Private Link",
              "label": "Private endpoints / Private Link"
            },
            {
              "value": "VPN / ExpressRoute",
              "label": "VPN / ExpressRoute"
            },
            {
              "value": "Managed identities",
              "label": "Managed identities"
            },
            {
              "value": "Not sure — IT manages",
              "label": "Not sure — IT manages"
            }
          ],
          "ai_drafted": false
        },
        {
          "id": "environment_7_any_cost_or_capacity",
          "type": "verbatim",
          "text": "Any cost or capacity pressures today? (refresh slowness, throttling, high bills, shared dev/prod capacity)",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "environment_8_or_devops_tooling",
          "type": "single_select",
          "text": "CI/CD or DevOps tooling for data/analytics?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "Azure DevOps",
              "label": "Azure DevOps"
            },
            {
              "value": "GitHub / Actions",
              "label": "GitHub / Actions"
            },
            {
              "value": "Other",
              "label": "Other"
            },
            {
              "value": "No — manual",
              "label": "No — manual"
            },
            {
              "value": "Not sure",
              "label": "Not sure"
            }
          ],
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "team",
      "title": "5 · Team & Capability",
      "blurb": "Who owns this after we leave — and what they're starting with.",
      "optional": false,
      "questions": [
        {
          "id": "team_1_how_would_you_rate",
          "type": "single_select",
          "text": "How would you rate your team's current data & analytics capability?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "Advanced",
              "label": "Advanced"
            },
            {
              "value": "Intermediate",
              "label": "Intermediate"
            },
            {
              "value": "Developing",
              "label": "Developing"
            },
            {
              "value": "Minimal",
              "label": "Minimal"
            }
          ],
          "ai_drafted": false
        },
        {
          "id": "team_2_after_the_engagement_who",
          "type": "verbatim",
          "text": "After the engagement, who owns & operates the platform? (internal / managed / hybrid — headcount, skills)",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "team_3_any_concerns_or_resistance",
          "type": "verbatim",
          "text": "Any concerns or resistance within the organisation about this project?",
          "scored": false,
          "star": false,
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "governance",
      "title": "6 · Governance & Compliance",
      "blurb": "Data classification, regulatory obligations and sensitivity — before we design anything.",
      "optional": false,
      "questions": [
        {
          "id": "governance_1_does_your_data_include",
          "type": "multi_select",
          "text": "Does your data include regulated, sensitive or personal information?",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "PII (Privacy Act/GDPR)",
              "label": "PII (Privacy Act/GDPR)"
            },
            {
              "value": "Health",
              "label": "Health"
            },
            {
              "value": "Financial (regulated)",
              "label": "Financial (regulated)"
            },
            {
              "value": "Government/classified",
              "label": "Government/classified"
            },
            {
              "value": "Client-confidential",
              "label": "Client-confidential"
            },
            {
              "value": "None",
              "label": "None"
            }
          ],
          "ai_drafted": false
        },
        {
          "id": "governance_2_existing_data_governance_policie",
          "type": "verbatim",
          "text": "Existing data governance policies, catalogue or classification framework? (even informal)",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "governance_3_constraints_au_sovereignty",
          "type": "verbatim",
          "text": "Compliance/security/data-residency constraints? (AU sovereignty, ISO 27001, IRAP, cloud restrictions)",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "governance_4_data_retention_or_archival",
          "type": "verbatim",
          "text": "Data retention or archival requirements? (regulatory minimums, hot/cold strategies)",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "governance_5_using_or_exploring_ai",
          "type": "single_select",
          "text": "Using or exploring AI / ML / advanced analytics? (Databricks, Azure ML, notebooks, Copilot)",
          "scored": false,
          "star": false,
          "options": [
            {
              "value": "Yes — in production",
              "label": "Yes — in production"
            },
            {
              "value": "Exploring — PoC/pilot",
              "label": "Exploring — PoC/pilot"
            },
            {
              "value": "Aspirational",
              "label": "Aspirational"
            },
            {
              "value": "Not on radar",
              "label": "Not on radar"
            }
          ],
          "condition_note": "drop if AI explicitly out of scope",
          "ai_drafted": false
        }
      ]
    },
    {
      "id": "docs",
      "title": "7 · Documents & Pre-Reading",
      "blurb": "Share what you have — we'll read it before we walk in. ★ items make the most difference.",
      "optional": false,
      "questions": [
        {
          "id": "docs_1_architecture_diagram_system",
          "type": "evidence",
          "text": "Architecture diagram / system landscape map",
          "scored": false,
          "star": true,
          "ai_drafted": false
        },
        {
          "id": "docs_2_data_dictionary_or_catalogue",
          "type": "evidence",
          "text": "Data dictionary or catalogue (even partial)",
          "scored": false,
          "star": true,
          "ai_drafted": false
        },
        {
          "id": "docs_3_power_bi_fabric",
          "type": "evidence",
          "text": "Power BI / Fabric tenant settings or governance docs",
          "scored": false,
          "star": true,
          "ai_drafted": false
        },
        {
          "id": "docs_4_sample_reports_dashboards",
          "type": "evidence",
          "text": "Sample reports / dashboards representative of current state",
          "scored": false,
          "star": true,
          "ai_drafted": false
        },
        {
          "id": "docs_5_previous_assessment_audit_or",
          "type": "evidence",
          "text": "Previous assessment, audit or roadmap documents",
          "scored": false,
          "star": true,
          "ai_drafted": false
        },
        {
          "id": "docs_6_azure_subscription_resource",
          "type": "evidence",
          "text": "Azure subscription & resource inventory",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "docs_7_data_source_inventory",
          "type": "evidence",
          "text": "Data source inventory / key systems list",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "docs_8_etl_pipeline_documentation",
          "type": "evidence",
          "text": "ETL / pipeline documentation",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "docs_9_org_chart_data",
          "type": "evidence",
          "text": "Org chart (data / IT team)",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "docs_10_contracts_slas_with",
          "type": "evidence",
          "text": "Contracts / SLAs with data & technology vendors",
          "scored": false,
          "star": false,
          "ai_drafted": false
        },
        {
          "id": "docs_11_microsoft_licence_agreement",
          "type": "evidence",
          "text": "Microsoft licence agreement / summary",
          "scored": false,
          "star": false,
          "ai_drafted": false
        }
      ]
    }
  ],
  "grids": {},
  "outputs": [
    "Pre-workshop brief (prep-ready)",
    "Risk/constraint flags surfaced early",
    "★ items prioritised for the room",
    "Feeds the Platform Assessment workshop + session reports"
  ],
  "report_defaults": []
}