SE Intelligence – Decision & Plan
1) Opportunity Context
Language
English
Español
Region
AMER
LATAM
North America
EMEA
APAC
Customer Type
New logo
Existing Cloudflare customer
Vertical (Business)
Universities & Higher Education
Hospitality (payments, hotels, travel, fintechs)
Financial Institutions (banks, fintech, insurance)
Government & Public Sector
Healthcare & Pharma
Utilities & Critical Infrastructure (SASE markets)
Content Delivery (media, gaming, streaming)
Airlines Sector
Automotive Industry
Customer maturity (Utopía phase – estimated)
Unknown
Phase 1 – Entry / Foundation
Phase 2 – Expansion
Phase 3 – Advanced / Optimization
Deal Stage
Discovery
PoC
Negotiation
Urgency
Low
Medium
High
Competition Present?
No
Yes
Unknown
Competitor (only if YES)
2) PoC Information
Who requested the PoC?
Customer
AE
Both
Unknown
Primary Goal
Security
Performance
Security + Performance
Compliance
Cost optimization
Modernization / Simplification
Entry objective (Utopía)
Unknown
Security baseline
Performance baseline
Zero Trust access / VPN replacement
Network modernization
Compliance / visibility
Customer problem statement (short)
How will the customer define success?
Expected quick win (1 sentence)
3) Proposed Technical Scope
Solution Family
Core (WAF/CDN/DNS/DDoS/LB, etc.)
SASE / Zero Trust (ZTNA/SWG/WARP)
Networking (Magic WAN/Transit/NAT)
Mixed
App Type
Web
API
Web + API
Internal apps
Web + API + Internal apps
Unknown
Products in scope (comma-separated)
Scope validated with customer?
Yes
Partial
No
Why these products? (1 sentence)
Existing Cloudflare products (only if existing customer)
4) Current State (AS-IS)
Current WAF vendor (optional)
Current CDN vendor (optional)
Current DNS vendor (optional)
Origins / Hosting (optional)
Current observability maturity
Low
Medium
High
Unknown
Identity Provider (optional, for SASE)
SIEM/SOC tooling (optional)
5) Sizing Signals (optional / if available)
Shown based on Solution Family. Empty fields are OK.
Core signals (WAF/CDN/DNS)
Avg bandwidth (Gbps)
Peak bandwidth (Gbps)
Top geos
% cacheable (estimate)
Approx requests (optional)
SASE / VPN replacement signals (ZTNA / WARP / SWG)
# users (estimate)
# sites / offices
% remote users
Internal apps count (web/ssh/rdp)
Networking signals (Magic WAN / Transit)
# sites
Links per site (estimate)
BGP / dynamic routing needed?
No
Yes
Unknown
6) PoC Execution Constraints
PoC duration (weeks)
PoC environment
Staging / Lab (recommended)
Pre-prod
Production (discouraged)
Change window (only if Production)
Customer technical owner assigned?
Yes
Partial
No
Unknown
Rollback plan exists?
Yes
No
Unknown
Execution constraints / special considerations (optional)
Production PoCs are discouraged. If pursued, support is best-effort by the SE (no operational SLA). Strong rollback + monitoring recommended.
7) Risk Signals (internal)
Used for the internal decision model (not customer-facing). IA may detect additional risks.
Customer did not explicitly request PoC
No success criteria defined
No baseline metrics / current state data
Customer wants benchmark only
No customer technical resources assigned
Scope not validated with customer
PoC in production (discouraged)
No post-PoC commitment / unclear next step
Generate (current doc output)