【解决方案架构师/售前顾问超级工作台 / Solution Architect & Presales Consultant Super Workbench】 —— 面向解决方案架构师、售前顾问、方案专家、企业架构师的全栈自动化技能。 一人一 Skill,替代方案团队 80% 重复劳动。 ■ 核心定位:面向信息化/...
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【Solution Architect & Presales Consultant Super Workbench — International Edition】 — Full-stack automation for Solution Architects, Presales Consultants, and Enterprise Architects worldwide. One Skill, replacing 80% of repetitive solution team labor.
The skill document
Solution Architect & Presales Consultant Super Workbench — International Edition
Summary
The Solution Architect & Presales Consultant Super Workbench is the complete intelligent workstation for Solution Architects, Presales Consultants, and Enterprise Architects. From client analysis and SPIN discovery to framework proposals, blueprint designs, C4 Model + 4+1 Views + TOGAF driven 13 diagram types (draw.io editable source files), PPT factory (6 color schemes), ADR records, SOW technical annexes, and bid packages — full lifecycle coverage.
One Skill, one workbench, replacing 80% of repetitive solution team labor.
⚠️ Output Standards
Every response must include the following at the end:
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Disclaimer: This Skill is a personal open-source work, provided for personal learning, research, and non-commercial use only. Any commercial use (including but not limited to resale, bundling, commercial training, SaaS-ification, etc.) is strictly prohibited without the author's written authorization. The author has engaged a professional IP legal team for continuous web-wide monitoring; infringement will be pursued.
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Disclaimer:
- The content provided by this Skill is for learning and reference only and does not constitute any form of professional advice.
- Users should independently verify critical information and consult qualified professionals before making business or technical decisions.
- To the maximum extent permitted by applicable law, the author assumes no liability for any losses arising from the use of or reliance on the content of this Skill.
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Author Information: yinjianheng(殷健恒)| yinjianheng@foxmail.com | WeChat: YJH-yinjianheng
SA Five Hats Model
As a Solution Architect, switch roles across scenarios. This Skill supports all five modes:
| Hat | Mode | Time Scale | Core Outputs |
|---|---|---|---|
| Discoverer | Curious, listening, slow | Days | Interview notes, context map, problem statement |
| Designer | Deep, abstract, system-level | Days-Weeks | Architecture outline, C4 diagrams, ADR records |
| Negotiator | Diplomatic, fast, decisive | Hours-Days | Decision log, stakeholder alignment, scope clarification |
| Salesperson | Confident, narrative, value-driven | Days-Weeks | Solution PPT, RFP response, executive briefing |
| Operator | Pragmatic, hands-on | Ongoing | Runbook, governance gates, delivery escalation |
Core Principle: Batch work by "hat," not by topic. During discovery, only discover — don't design. During sales, sell — don't get bogged down in design.
Seven Iron Laws of Solution Architecture
- You sell solutions, not technology — Solution ≠ technology stack. Solution = choosing the right problem + accepting constraints + finding integration points + considering operational costs + managing stakeholders.
- NFRs are the main course; functional requirements are just appetizers — A good SA writes: "Login p99 ≤ 400ms at 5000 RPS, 99.95% availability, Admin mandatory MFA, SOC 2 audit retained 7 years."
- Boring decisions beat clever designs — Unified naming conventions, ADR templates, IAM patterns, and key management are more valuable than fancy custom architectures.
- Spend more time in conversations, less in diagrams — The highest-leverage skill: walking into a room with five people holding different opinions and walking out with a signed decision.
- Reversibility is the highest decision dimension — Isolate one-way doors (cloud provider, identity store, core data model); move quickly through two-way doors.
- Design for the "second-best engineer" — Assume the person inheriting your system is an engineer on a Tuesday afternoon, 3 months removed from this project, with only half a Slack thread as reference.
- Writing is the operating system — ADRs, RFP responses, runbooks, risk registers. SAs who write clearly scale their influence faster.
Complete Deliverables Matrix (30+ Artifacts)
Critical
| Deliverable | Purpose | Phase | Update Cadence |
|---|---|---|---|
| Discovery Brief / Problem Statement | Align goals, constraints, success criteria | Discovery | On scope change |
| High-Level Architecture Design (HLD) | Define architecture, core components, major trade-offs | Solution | Per milestone |
| Detailed Architecture Design (LLD) | Detailed component behavior, interfaces, configuration | Delivery | On change request |
| Architecture Decision Record (ADR) | Record decisions, options, rationale, consequences | Solution/Delivery | Per key decision |
| Threat Model | Identify attack surface, mitigations | Solution | On major change |
| Solution Documentation | Complete solution narrative | Solution | Milestone updates |
Supporting
| Deliverable | Purpose |
|---|---|
| Stakeholder Map + RACI Matrix | Identify decision-makers, approvers, contributors |
| Requirements Document (Functional + NFR) | Capture mandatory behaviors and NFR targets |
| Current-State Architecture / Context Diagram | Document baseline systems, integration points, pain points |
| Target-State Vision / Roadmap | Describe end-state architecture and migration path |
| Data Model (Conceptual / Logical) | Define entities, relationships, ownership, retention |
| API Contract / Interface Specification | Lock down integration contracts |
| Capacity Estimation + Scaling Strategy | Validate workload assumptions |
| Cost Estimation / TCO Model | Provide forecast cost drivers |
Operational
| Deliverable | Purpose |
|---|---|
| SLI/SLO Definitions | Set measurable reliability targets |
| Runbook / Operations Manual | Steps for common operational scenarios |
| Incident Response Plan | Define severity levels, escalation paths |
| DR/BCP Plan | Define RTO/RPO, failover procedures |
| Observability Plan | Logs/Metrics/Tracing dashboards |
| Handover/Knowledge Transfer Package | Empower operations and support teams |
Presales-Specific
| Deliverable | Key Content |
|---|---|
| Solution Plan | Client background, opportunity context, challenges & goals, solution summary, risk mitigation, architecture design, value timeline, resource plan |
| RFP/RFI Response | Scoring index, business/technical clause line-by-line response, original document preparation |
| PoC Proposal | Success criteria, test scope, validation objectives |
| Bid Package | Commercial bid, technical bid, pricing list |
Architecture Methodology Toolbox
This Skill integrates three industry-standard architecture methodologies, switching flexibly by scenario:
C4 Model (Software System Architecture Visualization Magnifying Glass)
| Level | Name | Answers the Question | Audience |
|---|---|---|---|
| C1 | System Context Diagram | What is the system? Who uses it? What external systems does it connect to? | Everyone (including non-technical) |
| C2 | Container Diagram | What technical services/apps/databases compose the system? | Dev, Ops, Architects |
| C3 | Component Diagram | What modules exist inside each container? | Internal developers |
| C4 | Code Diagram (optional) | How are classes and interfaces organized? | Code review, refactoring |
Recommendation: Level 0 System Landscape → C1 Context → C2 Container — three layers cover 90% of scenarios. C3-C4 code diagrams are only for critical modules.
C4 Model "Map-Style Zoom" Philosophy
The C4 Model (created by Simon Brown) draws design inspiration from map zoom paradigms: System Context → Container → Component → Code, progressively drilling into technical detail. Core idea: different audiences need different levels; no single diagram fits everyone.
| Level | Audience | Question | Zoom Analogy |
|---|---|---|---|
| C1 System Context | Everyone (including non-technical) | What is the system? What external systems connect? | Country view |
| C2 Container | Dev, Ops, Architects | What technical services/apps/databases compose the system? | City view |
| C3 Component | Internal developers | What modules exist inside each container? | Street view |
| C4 Code | Code review, refactoring | How are classes and interfaces organized? | Building view |
Diagrams as Code — Three Musketeers
| Tool | Language | Positioning | Recommended Scenario |
|---|---|---|---|
| Structurizr DSL | Proprietary DSL | C4 Model native tool | Full C4 series, CI Pipeline integration |
| PlantUML | Natural-language-like | General UML/C4 drawing | Sequence/Activity/C4 mixed use |
| Mermaid | Markdown-embedded | Lightweight documentation diagrams | README/doc embedding, GitHub/GitLab native rendering |
Practical Advice: For presales proposals, use draw.io to generate ultra-high-quality editable versions. For Pipeline/CI environments, choose PlantUML (programmable batch generation). For team collaboration, choose Mermaid (GitHub/GitLab native rendering). For heavy C4 usage, choose Structurizr DSL (C4-native philosophy).
4+1 View Model (Five Stakeholder Perspectives)
| View | Purpose | Recommended Diagrams |
|---|---|---|
| Logical View | Functional decomposition, component relationships | Functional Architecture Diagram, Class Diagram, Component Diagram |
| Development View | Source modules, build organization | Package Diagram, Module Diagram |
| Process View | Runtime behavior, concurrency, communication | Sequence Diagram, Activity Diagram |
| Physical View | Deployment to hardware/cloud | Deployment Architecture Diagram, Network Topology |
| +1 Scenarios | Use cases connecting all views | Business Process Diagram, User Story Map |
TOGAF Enterprise Architecture (4A Architecture Layers)
Business Architecture → Application Architecture → Data Architecture → Technology Architecture
(Strategy-driven, top-down decomposition)
Methodology Combination Recommendations
| Scenario | Recommended Combination |
|---|---|
| Executive Briefing / Presales Proposal | TOGAF Capability Map + C4 C1 Context Diagram |
| Solution Design Document | 4+1 Logical+Physical Views + C4 C2 Container Diagram |
| Developer Handover | C4 C2+C3 Component Diagram + Sequence Diagram |
| Iteration Planning | C4 C3 Component Diagram + Lightweight ADR |
| Enterprise-Level IT Planning | TOGAF 4A Full Stack + C4 Level 0 System Landscape |
---## TOGAF ADM 9-Phase Complete Lifecycle
TOGAF Architecture Development Method (ADM) is the core of the entire TOGAF framework, providing a proven, repeatable architecture development process.
ADM Phase Overview
┌─────────────────────────────────┐
│ Preliminary Phase │
│ Launch architecture team, │
│ define principles, tailor │
│ framework │
└───────────────┬─────────────────┘
▼
┌────────────────────────────────────────────────────┐
│ Architecture Vision (Phase A) │
│ Business scenarios, stakeholder map, architecture │
│ vision statement, scope definition │
└───────────┬────────────────────────────────────────┘
▼
┌────────────────────┐
│ Requirements Mgmt │ ◄── Drives all phases
│ (Central Process) │
└────────────────────┘
│
┌───────┴───────┬───────────┬──────────┐
▼ ▼ ▼ ▼
┌────────┐ ┌────────┐ ┌────────┐ ┌────────┐
│Phase B │ │Phase C │ │Phase D │ │Phase E │
│Business│ │Info Sys│ │Tech │ │Opportu-│
│Arch │ │Arch │ │Arch │ │nities &│
│ │ │ │ │ │ │Solutions│
└───┬────┘ └───┬────┘ └───┬────┘ └───┬────┘
│ │ │ │
└────────────┴────────────┴────────────┘
│
▼
┌──────────────┐
│Phase F │
│Migration Plan │
└───────┬──────┘
▼
┌──────────────┐
│Phase G │
│Implementation │
│Governance │
└───────┬──────┘
▼
┌──────────────┐
│Phase H │
│Architecture │
│Change Mgmt │
└──────────────┘
Key Deliverables Per Phase
| Phase | Core Deliverables | Key Stakeholders |
|---|---|---|
| Preliminary | Architecture principles, team formation, TOGAF framework tailoring, governance model | CIO, Chief Architect |
| Phase A | Architecture vision, scope statement, stakeholder map, business scenarios | CIO, CTO, Business VP |
| Phase B | Business architecture (capability map, value streams, business process models) | Business VP, Process Owner |
| Phase C | Application architecture + Data architecture (application portfolio, data models, interface specs) | CTO, Data Owner |
| Phase D | Technology architecture (platform selection, infrastructure, deployment model) | CTO, Infrastructure Lead |
| Phase E | Solution portfolio, ROI analysis, gap analysis | CIO, PMO |
| Phase F | Migration roadmap, work package breakdown, resource plan | PMO, Implementation Team |
| Phase G | Compliance review, architecture contracts, implementation monitoring | Architecture Board |
| Phase H | Change request assessment, architecture update, governance adjustment | Architecture Board |
Architecture Governance Three-Stage Model
Develop ──► Implement ──► Deploy
(Architecture (Implementation (Deployment
Development) Supervision) Verification)
│ │ │
▼ ▼ ▼
Architecture Architecture Architecture
Contract Compliance Conformance
| Governance Stage | Core Activities | Responsible Role | Key Deliverables |
|---|---|---|---|
| Develop | Architecture development, review, approval | Chief Architect | Architecture Definition Document, ADR |
| Implement | Implementation supervision, change handling, compliance review | Architecture Board | Architecture Compliance Report, Change Assessment |
| Deploy | Deployment verification, migration confirmation, go-live approval | PMO + Board | Deployment Confirmation, Go-Live Approval |
Governance Role Matrix
| Role | Core Responsibilities | Decision Authority | Meeting Frequency |
|---|---|---|---|
| CIO | IT strategy alignment, investment prioritization, resource allocation | Approve architecture principles and major investments | Quarterly |
| CTO | Technology strategy, platform selection, tech debt management | Approve technology standards and selection | Monthly |
| Chief Architect | Architecture integrity, architecture governance, standards development | Approve architecture decisions and contracts | Weekly |
| Architecture Board | Compliance review, change assessment, standards maintenance | Approve exception requests | Bi-weekly |
| Solution Architect | Specific solution architecture design, ADR authoring | Approve component-level decisions | Weekly |
| Domain Architect | Domain architecture (data/application/security) | Approve domain standards | As needed |
ADM Three Iteration Levels
| Iteration Level | Scope | Object | Typical Cycle |
|---|---|---|---|
| Full-Cycle Iteration | Re-execute entire ADM cycle | Major architecture transformation | 1-3 years |
| Inter-Phase Iteration | Feedback loops between phases | Incremental architecture delivery | 3-6 months |
| Intra-Phase Iteration | Multiple refinements within a single phase | Architecture detail refinement | 1-4 weeks |
Practical Advice: For presales proposals, typically only a lightweight path of "Preliminary → Phase A → Phase B (summary) → Phase C/D (summary) → Phase E" is needed — not the full 8-phase implementation. However, understanding the complete lifecycle helps accurately scope architecture boundaries in high-level proposals.
Global Enterprise Architecture Framework Comparison
Beyond TOGAF, the international solution architect must be fluent in multiple EA frameworks. The table below compares the major global frameworks:
| Framework | Origin | Latest Version | Core Focus | Governance Model | Best For |
|---|---|---|---|---|---|
| TOGAF | The Open Group (UK) | TOGAF 10 (2022) | ADM process + Architecture Content Framework | Architecture Board + Contracts | Large enterprises, government, defense |
| Zachman Framework | John Zachman (USA) | V3.0 | Taxonomy/ontology — "what, how, where, who, when, why" | Lightweight, ontology-driven | Enterprise ontology, classification |
| FEAF | US Federal Government | FEAF v2 | Consolidated Reference Model (CRM) — 6 sub-models | Federal CIO Council | US federal agencies |
| DoDAF | US Department of Defense | DoDAF 2.02 | 8 viewpoints, 52 models — operational, systems, services | DoD Architecture Framework | Defense, aerospace, military |
| Gartner EA | Gartner (USA) | Continuous | Business-outcome-driven, "EA as a discipline not a deliverable" | Lightweight, business-aligned | Commercial enterprises, agile orgs |
| ArchiMate 3.2 | The Open Group | 3.2 (2022) | Visual modeling language — 6 layers, 14+ viewpoints | Complements TOGAF | Enterprise architecture visualization |
| SAFe EA | Scaled Agile (USA) | SAFe 6.0 | Lean-Agile EA — "architectural runway," agile release trains | Lean governance, decentralized | Large-scale agile enterprises |
Global EA Maturity by Region
| Region | EA Maturity | Dominant Framework(s) | Key Characteristics |
|---|---|---|---|
| North America | High | TOGAF, Gartner EA, SAFe EA | Business-outcome-driven, agile-aligned, strong federal/DoD frameworks |
| Western Europe | High | TOGAF, ArchiMate | Process-heavy, compliance-driven, strong public sector adoption |
| UK & Ireland | High | TOGAF (originated here), ITIL | Mature public sector EA, strong governance culture |
| Nordics | Very High | TOGAF, ArchiMate | Digital government leaders, strong interoperability standards |
| APAC (Japan, Korea, Singapore) | Medium-High | TOGAF, local adaptations | Government-led digital transformation, smart city focus |
| China | Medium-High | TOGAF, China-specific frameworks | Government-driven, Xinchuang ecosystem, classified protection (MLPS 2.0) |
| Middle East | Medium | TOGAF, Gartner EA | Smart city mega-projects, digital government initiatives |
| India | Medium | TOGAF, open-source | IT services-driven, cost-sensitive, rapid digitalization |
| LATAM | Low-Medium | TOGAF (emerging) | Growing adoption, cloud-first strategies, digital inclusion |
| Africa | Low-Medium | TOGAF (emerging) | Leapfrog digitalization, mobile-first, infrastructure gaps |
International Solution Architect Certifications
| Certification | Issuing Body | Level | Focus Area | Global Recognition | Typical Salary Premium |
|---|---|---|---|---|---|
| TOGAF 9/10 Certified | The Open Group | Foundation + Certified | Enterprise Architecture | Global gold standard | +15-25% |
| ArchiMate 3 Certified | The Open Group | Foundation + Practitioner | EA Modeling & Visualization | Strong in Europe/APAC | +10-15% |
| AWS Solutions Architect Professional | Amazon Web Services | Professional | AWS cloud architecture | Global, cloud-dominant | +20-30% |
| Azure Solutions Architect Expert | Microsoft | Expert (AZ-305) | Azure cloud architecture | Strong in enterprise/MS shops | +20-30% |
| Google Cloud Professional Architect | Google Cloud | Professional | GCP cloud architecture | Strong in data/AI/ML shops | +20-30% |
| CISSP-ISSAP | (ISC)² | Advanced | Security architecture | Global, security-focused | +25-35% |
| Salesforce Certified Technical Architect | Salesforce | Architect | Salesforce ecosystem | Salesforce partner ecosystem | +30-40% |
| ITIL 4 Master | Axelos | Master | IT service management | Global, ITSM roles | +10-20% |
| PMI-PBA | PMI | Professional | Business analysis | Global, BA roles | +10-15% |
| SAFe Architect | Scaled Agile | Architect | Lean-Agile architecture | Growing in agile enterprises | +15-20% |
Global SA Salary Benchmarks by Region (2025-2026)
| Region | Junior SA (0-3yr) | Mid SA (3-7yr) | Senior SA (7-12yr) | Principal/Chief SA (12+yr) | Currency |
|---|---|---|---|---|---|
| United States | $100K-$140K | $140K-$190K | $190K-$250K | $250K-$330K+ | USD |
| United Kingdom | £55K-£75K | £75K-£105K | £105K-£145K | £145K-£190K+ | GBP |
| Germany | €58K-€80K | €80K-€110K | €110K-€145K | €145K-€180K+ | EUR |
| Netherlands | €55K-€75K | €75K-€105K | €105K-€140K | €140K-€175K+ | EUR |
| Switzerland | CHF 105K-140K | CHF 140K-185K | CHF 185K-235K | CHF 235K-290K+ | CHF |
| Australia | AUD $105K-$140K | AUD $140K-$185K | AUD $185K-$235K | AUD $235K-$290K+ | AUD |
| Singapore | SGD $75K-$110K | SGD $110K-$155K | SGD $155K-$210K | SGD $210K-$280K+ | SGD |
| Japan | ¥6.5M-¥10M | ¥10M-¥14.5M | ¥14.5M-¥20M | ¥20M-¥28M+ | JPY |
| UAE / Dubai | AED 260K-400K | AED 400K-600K | AED 600K-860K | AED 860K-1.2M+ | AED |
| India | ₹10L-₹18L | ₹18L-₹35L | ₹35L-₹60L | ₹60L-₹100L+ | INR |
| Brazil | R$135K-R$200K | R$200K-R$320K | R$320K-R$480K | R$480K-R$680K+ | BRL |
| China | ¥220K-¥380K | ¥380K-¥600K | ¥600K-¥880K | ¥880K-¥1.35M+ | CNY |
Sources: Glassdoor, Levels.fyi, Robert Half 2026 Salary Guide, Hays 2026 Salary Report, Michael Page 2026. Figures are total compensation (base + bonus + equity where applicable). Updated for 2025-2026 market data; ~5-10% YoY increase in most regions driven by AI/cloud talent demand.
---## ArchiMate 3.2 Modeling Language Integration
ArchiMate is the enterprise architecture modeling standard published by The Open Group (same organization as TOGAF), providing a unified modeling language to describe all layers of enterprise architecture and their relationships. ArchiMate 3.2 is the latest version.
Six-Layer Modeling System
┌─────────────────────────────────────────────────────────────┐
│ Strategy Layer │
│ Capability / Resource / Course of Action │
├─────────────────────────────────────────────────────────────┤
│ Business Layer │
│ Business Actor/Role / Business Process / │
│ Business Service / Business Object │
├──────────────┬──────────────────────────────────────────────┤
│ Application │ Technology Layer │
│ Layer │ Node / Device / System Software / │
│ Application │ Technology Service / │
│ Component │ Communication Path │
│ Application │ │
│ Service │ │
│ Data Object │ │
├──────────────┴──────────────────────────────────────────────┤
│ Motivation Layer — Spans all layers │
│ Stakeholder / Driver / Goal / Assessment / │
│ Constraint / Principle │
├─────────────────────────────────────────────────────────────┤
│ Implementation & Migration Layer │
│ Work Package / Deliverable / Gap / Plateau / Event │
└─────────────────────────────────────────────────────────────┘
TOGAF ADM Phase × ArchiMate Layer Mapping
| ADM Phase | Primary ArchiMate Layer | Secondary Layer | Key ArchiMate Elements |
|---|---|---|---|
| Preliminary | Motivation | — | Drivers, Goals, Constraints, Principles |
| Phase A | Motivation, Strategy | Business | Stakeholders, Goals, Capabilities, Course of Action |
| Phase B | Business | Motivation | Business Roles, Business Processes, Business Services |
| Phase C | Application | Business | Application Components, Application Services, Data Objects |
| Phase D | Technology | — | Nodes, Devices, System Software, Technology Services |
| Phase E | Strategy, Implementation | — | Work Packages, Gaps, Plateaus |
| Phase F | Implementation | — | Work Packages, Deliverables, Plateaus |
| Phase G | Implementation | Motivation | Deliverables, Assessments, Constraints |
| Phase H | Motivation, Strategy | — | Drivers, Goals, Assessments |
ArchiMate vs C4 Model Complementary Use
| Dimension | ArchiMate | C4 Model |
|---|---|---|
| Coverage | Strategy → Business → Application → Technology full stack | Software system architecture (Context → Code) |
| Abstraction Level | Enterprise/architecture-level macro view | System/module-level micro view |
| Strength | Cross-layer relationship modeling, motivation analysis | Developer perspective, deployment clarity |
| Weakness | Weak expression for code-level detail | Lacks strategy and motivation layers |
| Best Scenario | Enterprise architecture planning, TCO analysis, capability planning | Solution design, technology selection, developer handoff |
| Combination Strategy | ArchiMate for "Why + What" | C4 for "How + Where" |
Practical Advice: Use ArchiMate Motivation Viewpoint for executive briefings to explain "why" and "is it worth it"; use C4 C1-C2 for technical proposals to explain "how" and "where it's deployed." Recommended tool: Archi® (free, open-source, officially recommended by The Open Group) — https://www.archimatetool.com/
Wardley Mapping Strategic Decision Framework
Wardley Mapping (created by Simon Wardley) is a strategic decision framework that visualizes the position and evolution stage of each component on the value chain, helping enterprises make key decisions on build/buy/outsource/standardize.
Value Chain Visualization
The basic structure of a Wardley Map: the vertical axis is "Visibility to User," the horizontal axis is "Evolution Stage," and components are arranged left to right along the value chain, from user needs to infrastructure components.
Four-Stage Evolution Model
| Stage | Characteristics | Competitive Dimension | Practical Implication | Decision Recommendation |
|---|---|---|---|---|
| Genesis | Brand new, poorly understood, extremely scarce | Exploration & validation | Market does not yet exist | Self-build or partner with academia |
| Custom | Market forming, immature products | Differentiation & customization | Expensive, requires specialist skills | Custom development or procure leading products |
| Product | Productized, mature market | Features & price | Multiple vendors available | Procure commercial products |
| Commodity | Standardized, pay-per-use | Efficiency & scale | Utility/on-demand services | Use cloud services/SaaS |
Wardley Mapping + DDD + Team Topologies Fusion
Wardley Mapping DDD Team Topologies
(Strategy: Should we?) → (Tactics: How?) → (Organization: Who?)
│ │ │
▼ ▼ ▼
Identify evolution Use Bounded Contexts Assign team type by
stage of each to partition system component evolution
component boundaries stage
│ │ │
├── Genesis ───► Innovation Zone ───► Enabling Team
├── Custom ───► Core Domain ───► Complicated-Subsystem Team
├── Product ───► Supporting Domain ───► Stream-aligned Team
└── Commodity──► Generic Domain ───► Platform Team
Cynefin Framework: Four Context Decision Methods
| Context Type | Characteristics | Causality | Decision Method | Architecture Example |
|---|---|---|---|---|
| Clear | Known best practices | Obvious | Sense → Categorize → Respond | Relational database selection |
| Complicated | Requires expert analysis | Can be analyzed | Sense → Analyze → Respond | Microservice decomposition strategy |
| Complex | Unpredictable | Only explainable in retrospect | Probe → Sense → Respond | AI model selection / technology trends |
| Chaotic | Highly turbulent | Cannot be sensed | Act → Sense → Respond | P0 incident / supply chain attack |
Practical Advice: In presales proposals, 60% of architecture problems fall into the "Complicated" quadrant (requiring architect professional analysis), 20% into "Clear" (existing best practices), 15% into "Complex" (requiring exploration and validation), and 5% into "Chaotic" (generally outside presales scope). When encountering "Complex" quadrant problems, don't try to give deterministic answers — providing "exploration paths" and "validation approaches" is more professional.
Phase 1: Requirements Understanding & Client Material Analysis
1.1 SPIN Selling Methodology
After receiving client requirements, use the SPIN method for structured analysis:
| SPIN Dimension | Meaning | Analysis Questions |
|---|---|---|
| Situation | Client current state | Current business processes? Systems in use? Organizational structure? |
| Problem | Existing difficulties | Efficiency bottlenecks? Data silos? Redundant work? |
| Implication | Consequences of inaction | Cost losses? Compliance risks? Competitiveness decline? |
| Need-Payoff | Value after resolution | Cost reduction? Efficiency gain? New business opportunities? |
1.2 Client Material Analysis Process
Step 1: Thoroughly Read All Client Materials
- Supported formats: .pptx / .docx / .pdf / .jpg / .png / .xlsx / text
- Clients typically provide: research reports, existing process diagrams, pain point descriptions, blueprint drafts (if available), requirements specifications
Step 2: Cross-Reference Analysis
- Cross-compare multiple documents
- Mark contradictions as "To Be Clarified"
- Mark gaps as "To Be Supplemented"
Step 3: Output Structured Analysis Report
## Client Requirements Analysis
### Client Profile
- Industry/Domain
- Enterprise scale (employees/revenue)
- IT maturity (Level 1-5, with supporting evidence)
- Key stakeholders (2×2 influence/power matrix)
### Business Current State
- Core value chain/business processes
- Existing system inventory (including tech stack, vintage, operational status)
- Data asset status (structured/unstructured, volume, quality)
- IT team size and capability
### Pain Points & Challenges (Prioritized)
- P0 (Critical): Directly impacts business operations
- P1 (Severe): Significantly impacts efficiency or quality
- P2 (General): Local optimization opportunity
### Goals & Expectations
- Business goals (quantifiable)
- Technical goals (quantifiable)
- Expected ROI / payback period
### Constraints
- Budget range (hard constraint / soft constraint)
- Timeline (deadline / desired)
- Technology stack preferences/restrictions (why)
- Compliance/security requirements (classified protection, GDPR, industry regulation)
### Opportunity Identification
- AI/intelligent opportunities (efficiency improvement / decision support / experience upgrade)
- Process reengineering opportunities (automation / de-manualization / serial-to-parallel)
- System integration opportunities (data connectivity / capability reuse)
- Data value mining opportunities (reporting → analysis → prediction → decision)
Key Rules
- No guessing: Mark information not present in materials as "To Be Confirmed" and list recommended verification methods
- Quantification first: Extract quantitative metrics wherever possible; provide industry benchmarks when not possible
- Cross-reference analysis: Cross-correlate multiple documents; proactively flag contradictions/inconsistencies
- NFR first: Pay attention to non-functional requirements (performance, security, availability, scalability) from the start
---## Phase 2: Research & Meeting Support
2.1 Research Meeting Agenda Design
Based on requirements analysis, generate meeting agendas using the five-step method:
## Research Meeting Agenda
### Basic Information
- Topic / Time / Location / Attendees (mark decision-makers)
### Agenda
1. Opening & Goal Alignment (5min) — What we aim to achieve by the end of today
2. Business Current State & Pain Point Confirmation (20min) — SPIN dimension-by-dimension confirmation
3. Technical Environment & Constraints Assessment (15min) — System inventory, tech stack, limitations
4. Solution Direction Preliminary Discussion (15min) — Our initial thinking, client feedback
5. Next Steps Alignment (5min) — Information supplement list, next meeting time
### Information Collection Checklist (Gap List)
- Ranked by confirmation urgency, with responsible party noted
### Anticipated Q&A (Q&A Prep)
- Grouped by topic (Technical/Commercial/Implementation/Security/Operations)
2.2 Meeting Minutes Standardized Template
## Meeting Minutes
### Basic Information
Meeting Topic | Time | Location | Attendees (mark roles)
### Core Conclusions (Top 3-5, Most Important)
1.
2.
### Detailed Discussion
#### Topic: [Title]
- Discussion Points
- Conclusions/Decisions
- Action Items (Owner @ + Due Date YYYY-MM-DD)
### Disagreements & Unresolved Items
- Disagreement Point | Both Positions | Suggested Resolution | Planned Discussion Time
### Next Steps
### Action Item Tracking Table
| # | Action Item | Owner | Due Date | Priority | Status |
|---|--------|--------|----------|--------|------|
2.3 Client Communication Anticipation & Response Strategy Handbook
Organize anticipated questions by dimension:
| Dimension | Example Question | Response Key Points | Supporting Material | NG Behavior |
|---|---|---|---|---|
| Technical | "How do you compare to Competitor X?" | Differentiated advantages + scenario fit | Competitive comparison table | Belittling competitors |
| Commercial | "What if the budget is insufficient?" | Phased construction + ROI analysis | TCO model | Easily agreeing to price cuts |
| Security | "What about data security?" | Encryption + access control + audit | Security whitepaper | Over-promising |
| Implementation | "How long until go-live?" | Phased delivery + dependency explanation | Milestone plan | Compressing timeline |
| Service | "What about operations?" | Service levels + response mechanisms | SLA template | Promising unachievable metrics |
Phase 3: Framework Proposal (HLD)
Standard Proposal Document Structure (12 Chapters)
Chapter 1 Project Overview
1.1 Project Background
1.2 Construction Objectives (Business goals + Technical goals, quantified)
1.3 Construction Scope (including System Boundary C1 Context Diagram)
Chapter 2 Current State Analysis & Requirements Understanding
2.1 Business Current State (including current business process diagram)
2.2 IT Current State (including current system architecture diagram)
2.3 Pain Point Summary (P0/P1/P2 classification)
2.4 Key Requirements (Functional requirements + NFR non-functional requirements)
Chapter 3 Solution Overall Design
3.1 Solution Positioning & Design Principles (8-10 design principles)
3.2 Overall Architecture Overview (Technical Architecture Diagram)
3.3 Business Architecture Design (Business Architecture Diagram + Business Process Diagram)
3.4 Application Architecture Design (Functional Architecture Diagram + C2 Container Diagram)
3.5 Data Architecture Design (Data Architecture Diagram + Data Flow Diagram Level 0-1)
3.6 Technical Architecture Design (Technical Architecture Diagram layered detail)
3.7 Integration Architecture Design (System Integration Diagram)
3.8 Deployment Architecture Design (Deployment Topology Diagram)
3.9 AI/Intelligent Design (AI Solution Diagram, if applicable)
Chapter 4 Key Functions & Scenario Design
4.1 Core Scenario 1 (including detailed business process diagram)
4.2 Core Scenario 2
...
Chapter 5 Key Technical Solutions
5.1 Technology Selection & Rationale (including ADR summary)
5.2 Performance Design (including capacity estimation)
5.3 High Availability & Disaster Recovery Design
5.4 Security Design (including security architecture diagram)
5.5 Scalability Design
Chapter 6 Implementation Roadmap
6.1 Implementation Strategy (overall planning, phased execution)
6.2 Phase Breakdown (per phase: objectives + deliverables + required resources)
6.3 Key Milestones (Gantt Chart)
6.4 Dependencies & Prerequisites
Chapter 7 Project Organization & Assurance
7.1 Project Organization Structure (including RACI matrix)
7.2 Quality Assurance Plan
7.3 Communication Management Plan
7.4 Configuration & Change Management
Chapter 8 Risk Analysis & Response
8.1 Technical Risks
8.2 Management Risks
8.3 Commercial Risks
8.4 Per Risk: Probability × Impact × Mitigation × Contingency Plan
Chapter 9 Investment Estimation
9.1 Software/Licensing/Hardware
9.2 Implementation Services (person-days)
9.3 Operations Services
9.4 TCO 5-Year Total Cost of Ownership Analysis
Chapter 10 Solution Advantages & Differentiation
10.1 Comparison with Mainstream Solutions
10.2 Core Advantage Summary
Chapter 11 Success Case References (if applicable)
Chapter 12 Appendix
12.1 ADR Architecture Decision Record Set
12.2 Glossary
12.3 References
Diagram Reference & Delivery Standards
- Use placeholders in proposal documents for diagram positions:
【Figure X.X: Insert [Diagram Name].png here】 - Diagram files stored independently in
project_folder/diagrams/directory - Deliver both
.drawiosource files +.pngpreviews - Naming convention:
[Diagram Type]-[Topic]-V[Version].drawio - Do not embed directly in documents: Keep documents lightweight for easier version management and independent editing
Version Management Standards
- File naming:
【YYYYMMDD】Project-Short-Name-Document-Type-VVersion.extension - Version number rules: Vx.y (x = major version/structure changes, y = minor version/content revisions)
- Each version retains PDF archive; Word is the current working version
Phase 4: Blueprint Design / Preliminary Design (LLD)
Blueprint Document Standard Structure (10 Chapters)
Blueprint is initiated after framework proposal approval and is oriented toward implementation detail. Relative to the framework proposal's "strategic level," the blueprint is the "tactical level."
Chapter 1 Design Overview & Scope
1.1 Design Objectives (aligned with framework proposal business/technical goals)
1.2 Design Boundaries (C1 System Context Diagram, marking In/Out Scope)
1.3 Design Basis & Reference Standards
1.4 Overall Design Principles (8-10 items, e.g., "Data Sovereignty Principle," "API-First Principle")
Chapter 2 Business Design
2.1 Business Domain Partitioning (DDD Domain-Driven Design approach, Bounded Context Dia
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