# Fictional sample profile for an SMB organisation. Every name and figure here is invented.
# Copy this file into input/ and edit it to describe your own organisation.
schema_version: "0.1"
organisation:
  name: "Org A (fictional plumbing and heating services firm)"
  sector: "Building services"
  size_staff: 85
  countries: ["United Kingdom"]
  legal_entities: 1
  regulatory_context: ["UK GDPR", "PECR"]
goals:
  outcomes:
    - "Replace spreadsheets and a shared inbox with one view of each customer"
    - "Cut the time from enquiry to booked engineer visit"
  success_measures:
    - "All new enquiries logged as cases within one working day"
    - "Engineer first-time fix rate reported monthly"
  target_go_live: "2027-04"
  budget_band: "50k-250k"
modules:
  sales: { in_scope: true, users: 6 }
  marketing: { in_scope: false }
  customer_service: { in_scope: true, users: 10, channels: ["email", "phone"] }
  field_service: { in_scope: true, users: 4, technicians: 22 }
estate:
  current_crm: "None; spreadsheets and a shared mailbox"
  legacy_systems:
    - { name: "Job spreadsheet", purpose: "Engineer bookings", retire: true, records_estimate: 12000 }
  erp: "Cloud accounting package"
  email_and_calendar: "Microsoft 365"
  telephony: "Hosted VoIP"
  integrations:
    - { system: "Cloud accounting package", direction: "outbound", frequency: "scheduled", purpose: "Invoices for completed jobs" }
  microsoft_365: true
  environments: ["production"]
team:
  - alias: "Owner A"
    current_role: "Managing director"
    availability_percent: 10
    internal: true
    skills:
      - { skill: "leadership", level: "expert" }
      - { skill: "budget-ownership", level: "expert" }
  - alias: "Manager B"
    current_role: "Service manager"
    availability_percent: 30
    internal: true
    skills:
      - { skill: "process-ownership", level: "advanced" }
      - { skill: "dynamics-365-awareness", level: "awareness" }
  - alias: "Admin C"
    current_role: "Office and IT administrator"
    availability_percent: 40
    internal: true
    skills:
      - { skill: "power-platform-administration", level: "working" }
      - { skill: "power-automate", level: "working" }
      - { skill: "training-delivery", level: "working" }
  - alias: "Partner consultant D"
    current_role: "Partner functional consultant"
    availability_percent: 60
    internal: false
    skills:
      - { skill: "dynamics-365-customer-service", level: "expert" }
      - { skill: "dynamics-365-field-service", level: "advanced" }
      - { skill: "dynamics-365-sales", level: "advanced" }
      - { skill: "solution-architecture", level: "advanced" }
      - { skill: "project-management", level: "working" }
constraints:
  partner: { engaged: true, scope: ["configuration", "data migration", "training"] }
  compliance: ["UK GDPR"]
  change_freezes: ["December peak heating season"]
  known_risks: ["Engineers have limited time for training", "Job spreadsheet data quality is uneven"]
preferences:
  use_aliases: true
  edition: auto
  output_formats: ["docx", "xlsx"]