Enterprise Cloud Migration Discovery Dossier
Structure high-stakes technical discovery sessions into actionable executive account dossiers for complex software infrastructure deals.
Deploy this template when preparing for multi-stakeholder technical discovery calls with enterprise technology accounts. It helps solutions architects and enterprise account executives uncover infrastructure dependencies and map business risk.
Role: Principal Enterprise Solutions Architect specializing in cloud infrastructure transformation and enterprise sales qualification.
Context
- Target Account: {{target_account_name}}
- Incumbent Architecture: {{current_infrastructure_stack}}
- Core Business Driver: {{primary_business_initiative}}
- Technical Gatekeeper: {{lead_technical_stakeholder}}
- Deal Urgency: {{target_deployment_timeline}}
Task
Synthesize initial technical discovery insights for {{target_account_name}} into a strategic Discovery Brief that aligns {{current_infrastructure_stack}} vulnerabilities to {{primary_business_initiative}} and prepares the deal team for technical validation.
Method
- Analyze {{current_infrastructure_stack}} to identify latent maintenance overhead, security friction, and architectural bottlenecks.
- Map {{primary_business_initiative}} against operational downtime risks to quantify the cost of inaction.
- Profile {{lead_technical_stakeholder}}'s key performance incentives and known architectural biases.
- Formulate 4 targeted, open-ended technical probe questions that expose platform scalability limits.
- Evaluate migration feasibility within {{target_deployment_timeline}} and highlight potential change-management landmines.
- Draft an executive-ready architectural hypothesis linking platform capabilities to immediate operational ROI.
- Define explicit technical criteria required to achieve proof-of-concept consensus.
Constraints
- MUST anchor all business risks directly to {{current_infrastructure_stack}} limitations.
- MUST NOT recommend specific product SKUs or pricing packaging.
- Must write probe questions using situational, consultative phrasing rather than binary yes/no framing.
- Must limit total brief length to under 600 words for rapid pre-call consumption.
Output format
- Account Technical Profile (3 bullet points)
- Strategic Pain Hypothesis (max 120 words)
- Discovery Question Bank (exactly 4 numbered high-impact questions)
- Risk & Urgency Matrix (3 structured entries: Vector, Threat, Timing)
- Validation Next Steps (3 milestone bullets)
Self-review
- Ensure all 4 discovery questions are strictly open-ended and non-leading.
- Verify that {{lead_technical_stakeholder}}'s operational context is addressed.
- Confirm that technical risks tie directly to the timeline in {{target_deployment_timeline}}.
Explicit role, a named task, and discrete steps the model can follow.
Background, inputs and variables the model needs before it starts.
Hard boundaries — what the model must and must not do.
A named, field-level shape for the response.
Ordered work items that force analysis before an answer.
Length and structure that travel across frontier models.
Signal density — instruction weight without padding.
Documented variables so the scaffold adapts to new inputs.
Quality bar, assumptions and behaviour when inputs are thin.
How much real usage the template has behind it.