AI adoption data model (DataPool)

Canonical DataPool schemas for AI-adoption discovery, scoring, and roadmaps. Assessment playbooks read and write these tables. Implementation on Tealfabric is a later step (implementation_links only).

Document information
FieldValue
Canonical URL/docs/07_ai-agents-and-mcp/model_skills/60_ai_adoption/ai-adoption-data-model
Version (published date)2026-08-27
Tagsai, skills, datapool, playbooks, roadmap

Kind

Resource / canonical model.

When to use

Install first. Discovery, assessment, roadmap, operating-model, HR/back-office, and bridge playbooks depend on these schemas. Do not store assessment records in platform Entities, products, or contracts.

Depends on

None.

Prerequisites

idquestionsearchif_missing_or_ambiguousdefault_to_proposebinds_to
engagements_schemaWhich DataPool schema holds AI-adoption engagements?Load datapool. describe_datapool_table with schema_name ai_engagements.Ask to bind or create. Confirm before create_datapool_schema.Create ai_engagementsTenant SKILL.md
as_is_processes_schemaWhich schema holds as-is processes?describe_datapool_table as_is_processesSameCreate as_is_processesTenant SKILL.md
stakeholder_inputs_schemaWhich schema holds workshop/intake notes?describe_datapool_table stakeholder_inputsSameCreate stakeholder_inputsTenant SKILL.md
use_cases_schemaWhich schema holds AI use cases?describe_datapool_table ai_use_casesSameCreate ai_use_casesTenant SKILL.md
roadmap_items_schemaWhich schema holds sequenced roadmap items?describe_datapool_table roadmap_itemsSameCreate roadmap_itemsTenant SKILL.md
implementation_links_schemaWhich schema holds optional Tealfabric drafts?describe_datapool_table implementation_linksSameCreate implementation_linksTenant SKILL.md
engagement_folderTenant folder for markdown deliverables?list_directory engagements/Ask; default engagements/current/engagements/current/Tenant SKILL.md

Import contract

FieldValue
suggested_skill_idai-adoption-data-model
version1.0.0
capabilities.toolsdescribe_datapool_table, query_datapool, create_datapool_schema, insert_datapool_rows, update_datapool_rows, request_human_input
Paired model agentsai-engagement-followup-watcher

Suggested DataPool columns

Use these when creating a missing schema. Confirm with request_human_input before create_datapool_schema. If the tenant already has equivalent tables, bind names — do not invent a second model.

ai_engagements

ColumnTypeRequiredMeaning
engagement_idstringyesStable id
platform_idstringnoBound business platform (get_platform)
namestringyesDisplay name
pathstringyesself_serve | partner
client_labelstringnoPartner client name; empty for self-serve
statusstringyesdraft | discovery | scoring | roadmap | published | closed
owner_user_idstringnoTenant user id of the advisor
timeboxstringnoTarget end date or “2–6 weeks”
updated_atstringnoISO-8601 UTC

as_is_processes

ColumnTypeRequiredMeaning
process_row_idstringyesStable id
engagement_idstringyesParent engagement
namestringyesProcess name as the business uses it
ownerstringnoBusiness owner (name or role)
volumestringnoThroughput (e.g. “40 hires / year”)
systemsstringnoSystems of record
painstringnoWhat breaks today
scale_pressurestringnoGrowth vs headcount
updated_atstringnoISO-8601 UTC

stakeholder_inputs

ColumnTypeRequiredMeaning
input_idstringyes
engagement_idstringyes
sourcestringyesinterview | workshop | webapp
authorstringnoName or email
notesstringyesRaw notes
process_row_idstringnoLinked as-is process
updated_atstringno

ai_use_cases

ColumnTypeRequiredMeaning
use_case_idstringyes
engagement_idstringyes
titlestringyesShort name
problemstringyesBusiness problem
capabilitystringyesProposed capability (vendor-neutral)
typestringyesdocument_ai | conversational_agent | workflow_automation | decision_support | data_integration | rpa
value_scorenumberno1–5
feasibility_scorenumberno1–5
time_to_pilot_scorenumberno1–5
risk_scorenumberno1–5
data_readinessstringnoready | partial | missing
effort_bandstringnoS | M | L
statusstringyesproposed | scored | ready_to_pilot | parked | rejected
implementation_optionsstringnoInformational (AWS, Azure, Tealfabric, custom)
updated_atstringno

roadmap_items

ColumnTypeRequiredMeaning
roadmap_item_idstringyes
engagement_idstringyes
use_case_idstringyes
sequencenumberyesDisplay order
horizonstringyesnow | next | later
depends_onstringnoOther roadmap_item_id values
experimentstringnoSuccess metric, timebox, skills
updated_atstringno

implementation_links

Filled only by ai-tealfabric-bridge. Assessment playbooks must not write this table.

ColumnTypeRequiredMeaning
link_idstringyes
engagement_idstringyes
use_case_idstringyes
roadmap_item_idstringno
resource_kindstringyesprocess | webapp | autonomic_agent | tenant_skill
resource_idstringyesPlatform id
statusstringyesproposed | draft | active
updated_atstringno

Tenant SKILL.md (copy this body)

After Prerequisite binding, replace tokens.

# AI adoption data model (DataPool)

Canonical AI-adoption records for this tenant live in DataPool. Load `load_platform_skill` with `skill_id: datapool`. Call `describe_datapool_table` before any row write.

Do not use platform Entities as the system of record. Do not put ProcessFlow / WebApp / Autonomic Agent ids on roadmap rows — those belong in `{{implementation_links_schema}}` after `ai-tealfabric-bridge`.

Deliverable markdown lives under `{{engagement_folder}}`.

## Bound schemas

| Role | schema_name |
|---|---|
| Engagements | {{engagements_schema}} |
| As-is processes | {{as_is_processes_schema}} |
| Stakeholder inputs | {{stakeholder_inputs_schema}} |
| Use cases | {{use_cases_schema}} |
| Roadmap items | {{roadmap_items_schema}} |
| Implementation links | {{implementation_links_schema}} |

## Sequence

1. `describe_datapool_table` for the bound `schema_name`.
2. Read with `query_datapool`. Filter by `engagement_id`; do not scan unbounded.
3. Writes: `insert_datapool_rows` / `update_datapool_rows` using **only** columns from describe. Confirm before `delete_datapool_rows` or schema drops.
4. Status and type values must match the enumerations in this playbook.

## Stop

- Do not invent column names.
- Do not copy platform strategy fields into use-case rows; cite `get_platform`.
- Assessment playbooks must not insert `implementation_links`.
- If describe fails, stop and report the missing schema.

Optional skill.json

{
  "name": "ai-adoption-data-model",
  "version": "1.0.0",
  "description": "Canonical DataPool schemas for AI-adoption discovery, scoring, and roadmaps.",
  "capabilities": {
    "prompt": [
      "Describe DataPool tables before writes. Bound schema_name values are the system of record.",
      "Do not write implementation_links except from ai-tealfabric-bridge."
    ],
    "resources": [],
    "tools": [
      "describe_datapool_table",
      "query_datapool",
      "create_datapool_schema",
      "insert_datapool_rows",
      "update_datapool_rows",
      "request_human_input"
    ]
  }
}

See also