Use Case Book

IndexUntitled · U1

UseCase: · parent Account:

Register

Name	Account:	Stages:	Health	In Plan	Onboarding	Live	Next Steps
Untitled		U1		Out of Plan

UCO LifecycleUntitled · U1

Stage · consumption · gates

Lifecycle

Stage	Stage name	Consumption	Entry	Partner	AE	SA	Exit gate
U1	Validating / Interest	None	Identify pain	Submit pain & sponsors	Create UCO	None	Book technical discovery
U2	Scoping	None	Agree discovery	Sketch architecture & sizing	Assign SA	Validate workload	Prioritize workload
U3	Evaluating	Pilot / POC	Approve funding	Define success criteria	Est. monthly DBUs	Deploy workspace	Secure technical win
U4	Confirming	Pilot (Validated)	Win technically	Deliver SOW and implementation plan	Size monthly DBUs	Validate architecture	Approve budget & SOW
U5	Onboarding	Measurable Prod	Start dev	Staff delivery team	Set target start/live dates	Set health status	Reach target DBU rate
U6	Live	Sustained Prod	Hit target run-rate	Complete managed handoff	Update actual DBUs	Maintain telemetry	2-month steady-state

Salesforce schemaUntitled · U1

UseCase: field specifications

Schema

API field	Label	Type	Owner	Required	Rules
Name	Use Case Name	String (80)	AE	Yes (Required)	Maximum 80 characters.
Account:	Account	Reference	AE	Yes	References Account object.
Opportunity:	Opportunity	Reference	AE	Yes	References Opportunity object.
Stages:	Stage	Picklist	AE	Yes (Primary)	U1, U2, U3, U4, U5, U6, Lost, Disqualified.
ImplementationStatus:	Manual Health Flag	Picklist	SA	Yes (Primary)	Green (on track), Yellow (some risk), Red (significant risk/blocker). Product blocker → Red + link Aha idea.
UseCaseDescription:	Description	Textarea	AE	Yes (Primary)	Core summary of the customer use case.
DemandPlanNextSteps:	Next Steps	Textarea	AE	Yes (Primary)	Newest first (prepend). Never delete prior entries.
ImplementationStartDate:	Target Onboarding Date	Date	AE	Required at U5	Dev work begins, non-POC $DBU usage starts. Excludes pilot/POC. Aligns to U5.
FullProductionDate:	Target Live Date	Date	AE	Required at U5	Dev work complete, steady-state $DBU. Aligns to U6. Pushed 30+ days requires reasoning in Next Steps.
ImplementationNotes:	Onboarding Plan	Textarea	AE	Required at U5	Uses Implementation Notes template.
UseCaseInPlan:	Use Case In Plan	Boolean	AE	Primary (Forecast)	true = confident in Live Date AND Monthly Run Rate. false = risk on Live Date OR Monthly Run Rate.
MonthlyDBUs:	Monthly DBUs	Number	AE	—	— at U1/U2, preliminary at U3, refined at U4, actual at U5/U6.
BusinessValue:	Business Value	Textarea	AE / SA	—	Quantified value proposition and business impact.
ProjectName:	Project Name	String	AE	—	Project identifier.
IsMigration:	Is Migration	Boolean	AE	—	Indicates if workload is a migration.
Active:	Active	Boolean	System / AE	Default true	Defaults to true on creation.
SolutionArchitect:	Solution Architect	Reference	AE	Required at U2	References User.
PrimarySolutionArchitect:	Primary SA	Reference	SA	—	References User.
DSA:	DSA	Reference	DSA	Required at U5	References User.
ManagerNotes:	Account Notes	Textarea	FLM	Optional	Notes by Front Line Manager. Flag: High Potential Accounts (first line).

Role responsibilitiesUntitled · U1

Governance

Roles

Role	Objects and governance	Fields owned	Cadence
AE	Opportunity, AccountPlan, Territory Review deck	Name, Account:, Stages:, DemandPlanNextSteps:, ImplementationStartDate:, FullProductionDate:, ImplementationNotes:, UseCaseInPlan:	Prepend weekly Next Steps (U2+). Maintain target dates and run rates.
SA	Technical Deep Dive, Architecture Sketches, Aha Ideas	ImplementationStatus: (Health Flag), SolutionArchitect:, PrimarySolutionArchitect:	Health required at U5+. Links Aha ideas on product blockers.
DSA	Delivery staffing and onboarding oversight	DSA:	Assigned and required at U5.
FLM	Pipeline review and high-potential deal tracking	ManagerNotes:	Optional weekly updates on high-potential accounts.
Partner / SI	AccountPartner:, AccountPlanRelated: (Partner Landscape)	Partner delivery status, quick sizing, SOW, sizing updates	Delivers sizing, sketches, architecture, SOW, and staffing.
Customer	Direct involvement and governance	Success criteria, workspace access, hands-on team, budget, resources	Confirms technical win, resource readiness, and funding.

Cadence and update standardsUntitled · U1

Weekly · U2+

Cadence

Process	Applies to	Standard
Weekly Update Cadence	U2+ Stages	Required updates for DemandPlanNextSteps:, ImplementationStartDate:, FullProductionDate:, ImplementationStatus:, ImplementationNotes:, UseCaseInPlan:, DSA:, ManagerNotes:.
Next Steps (Short Format)	Weekly	[Mon-DD] - [INITIALS] - text. Prepend newest entries.
Next Steps (Verbose Format)	Weekly	[Mon-DD] - [INITIALS] - Status: [On track \| At risk \| On Hold]. Last: [what happened]. Next: [next step]. Risk: [risk \| None].
Implementation Notes Template	U5 Onboarding	Enablement needed: Y/N. Enablement team engaged: Y/N. Implementation Contact: [Partner Project Lead].
Schedule Push Justification	U5+	Any live date pushed by 30+ days must have a documented reason prepended to DemandPlanNextSteps: in the same week.

UseCase:Untitled · U1

Object · parent Account:

UseCase:

Name AEAccount: AEOpportunity: AEStages: AEImplementationStatus: SAMonthlyDBUs: AEProjectName: AESolutionArchitect: AEPrimarySolutionArchitect: SADSA: DSA

ImplementationStatus: product blocker → Red and link an Aha idea on Blocker:. Name max 80. DemandPlanNextSteps: lives on Next Steps; newest first; never delete prior entries.

UseCaseDescription: AEBusinessValue: AE / SA

ImplementationStartDate: AEFullProductionDate: AE

ImplementationStartDate: required at U5. Dev work begins; non-POC $DBU starts; excludes pilot/POC; aligns to U5. FullProductionDate: required at U5. Steady-state $DBU; aligns to U6. Pushed 30+ days requires a Next Steps reason the same week.

ImplementationNotes: AE

Required at U5. Template: Enablement needed Y/N · Enablement team engaged Y/N · Implementation Contact: Partner Project Lead.

Active: IsMigration: UseCaseInPlan:

Active: defaults true. UseCaseInPlan: true = confident in Live Date and Monthly Run Rate. false = risk on Live Date or Monthly Run Rate. Forecast category. Owner AE.

ManagerNotes: FLM

Optional. Flag High Potential Accounts on the first line.

Priority: rsa: DemandPlanStage:

Enablement needed Enablement team engaged Implementation Contact

Implementation model ImplementationStage:

DemandPlanNextSteps:Untitled · U1

Owner AE · newest first

Next Steps

Newest first. Never delete prior entries. Short: [Mon-DD] - [INITIALS] - text. Verbose: [Mon-DD] - [INITIALS] - Status: [On track | At risk | On Hold]. Last. Next. Risk.

DateInitialsForm

text

Weekly update · U2+Untitled · U1

U2+ weekly cadence

Weekly update

Required U2+ updates: DemandPlanNextSteps:, ImplementationStartDate:, FullProductionDate:, ImplementationStatus:, ImplementationNotes:, UseCaseInPlan:, DSA:, ManagerNotes:. Live date pushed 30+ days needs a Next Steps reason the same week.

ImplementationStartDate: AEFullProductionDate: AEImplementationStatus: SAUseCaseInPlan: AEDSA: DSA

ImplementationNotes: AEManagerNotes: FLM

DemandPlanNextSteps:

OpportunityUntitled · U1

AE object

Opportunity

Name / reference StageName Type LeadSource Amount CloseDate Probability NextStep

AccountPartner: · Partner LandscapeUntitled · U1

AE · Account Plan child

AccountPartner: / Landscape

Partner Account (SI) Record type PartnerRole: PartnerEngagementStage: AccountTeamSentimentOfPartner: CustomerSentimentOfPartner:

SeeOpportunitywithDatabricks:ImplementationFundingStrategy: NextStepsActions:

Territory Review · FY27 CHATEEUntitled · U1

AE object

Territory Review

Slide 9 · Priority Commit Deals · Partner & Delivery

Who Scope Start date

Slide 6 · Best Case · What support would you need

Partner activation

Slide 9 · Success Requirements Slide 9 · Compelling Event Slide 9 · End-State Setup Slide 9 · Leadership Ask

Blocker: · parent UseCase:Untitled · U1

Child of UseCase:

Blocker:

Type:BlockerStatus:Category:DBUBlocked:

Comment:AhaIdea:

U1 · ValidatingUntitled · U1

Validating / Interest

U1 Validating

Consumption: None
Entry: Identify pain
Partner: Submit pain & sponsors
AE: Create UCO
SA: None
Exit gate: Book technical discovery

Name AEAccount: AE

UseCaseDescription: AE Active:

U2 · ScopingUntitled · U1

Scoping

U2 Scoping

Consumption: None
Entry: Agree discovery
Partner: Sketch architecture & sizing
AE: Assign SA
SA: Validate workload
Exit gate: Prioritize workload

SolutionArchitect: AEBusinessValue: AE / SA

U3 · EvaluatingUntitled · U1

Evaluating

U3 Evaluating

Consumption: Pilot / POC
Entry: Approve funding
Partner: Define success criteria
AE: Est. monthly DBUs
SA: Deploy workspace
Exit gate: Secure technical win

MonthlyDBUs: AEImplementationStatus: SAPilot / POC Implementation Contact AEWorkspace: Name Workspace: URL Workspace: Status ApprovalRequest: Status

ImplementationNotes: AE

Production Pilot: production, live customer data. POC: development, dev data.

U4 · ConfirmingUntitled · U1

Confirming

U4 Confirming

Consumption: Pilot (Validated)
Entry: Win technically
Partner: Deliver SOW and implementation plan
AE: Size monthly DBUs
SA: Validate architecture
Exit gate: Approve budget & SOW

MonthlyDBUs: AEImplementationStartDate: AEFullProductionDate: AE

Dates stay empty on the record until U5.

U5 · OnboardingUntitled · U1

Onboarding

U5 Onboarding

Consumption: Measurable Prod
Entry: Start dev
Partner: Staff delivery team
AE: Set target start/live dates
SA: Set health status
Exit gate: Reach target DBU rate

ImplementationStartDate: AEFullProductionDate: AEImplementationStatus: SADSA: DSA

UseCaseInPlan:ImplementationNotes: AE

Enablement needed Enablement team engaged Implementation Contact AE

MonthlyDBUs: AE

Live date pushed 30+ days requires a DemandPlanNextSteps: reason the same week.

U6 · LiveUntitled · U1

Live

U6 Live

Consumption: Sustained Prod
Entry: Hit target run-rate
Partner: Complete managed handoff
AE: Update actual DBUs
SA: Maintain telemetry
Exit gate: 2-month steady-state

MonthlyDBUs: AEImplementationStatus: SA

UseCaseInPlan: