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Microsoft Fabric Presales Technical Agent Team

A team of four specialized Claude Code subagents that act as a presales technical team for Microsoft Fabric engagements. They produce client-ready SOWs, work breakdown structures, and presales-to-delivery handover decks — grounded in real client SOW templates and project plans.

The team

Agent Role Inputs Outputs
assessment-pov-sow-writer Drafts Assessment & POV SOWs for early-stage discovery engagements Client brief, discovery notes assessment-pov-sow.docx, architecture diagram(s), process flow(s)
implementation-sow-writer Drafts full Implementation SOWs for delivery engagements Client brief (+ assessment SOW if available) implementation-sow.docx, architecture diagram(s), process flow(s)
wbs-architect Builds detailed Work Breakdown Structures with task list, durations, dependencies, resource assignments Either or both SOWs wbs.xlsx with phases, tasks, resources, effort
handover-ppt-builder Builds the presales→delivery handover deck SOW(s) + WBS presales-to-delivery-handover.pptx

All four agents:

  • Have Microsoft Fabric domain knowledge baked in (workloads, capacity tiers F2-F2048, OneLake, Medallion architecture, Power BI, Purview, Fabric Data Factory, Real-Time Intelligence).
  • Use real client SOW templates in templates/ as their structural reference (extracted from 6 SOWs and 4 project plans).
  • Can produce architecture diagrams and process flows using Mermaid (rendered to PNG and embedded in deliverables).

How to use

One-shot pipeline (slash command)

/generate-fabric-docs --brief examples/sample-brief.md --track full

Tracks:

  • assessment — runs assessment-pov-sow-writer only (produces SOW + one-pager + diagrams)
  • implementation — runs implementation-sow-writerwbs-architecthandover-ppt-builder
  • full — runs both tracks end-to-end

Individual agents

Invoke any agent directly with a brief; chain outputs manually for finer control.

Directory layout

.claude/
  agents/                  # Agent definitions (system prompts + tools)
  commands/                # Slash commands (orchestration)
scripts/                   # Python helpers (DOCX/XLSX/PPTX builders, diagram rendering)
templates/                 # Extracted reference structures from real SOWs/plans
examples/                  # Sample briefs to test the pipeline
outputs/                   # Generated deliverables (gitignored)

Templates source

The team's structural reference is extracted from these real client documents:

Assessment / POV SOWs

  • APEX SOW — Assessment and POV
  • NYULH POC SOW

Implementation SOWs

  • Phase 1 Microsoft Fabric Migration SOW
  • Phase 2 Microsoft Fabric Migration SOW
  • Emory SOW — Data Engineering and Power BI Modernization
  • ACME Consulting Services SOW3

Project plans (WBS reference)

  • High Level Project Plan
  • Apex Project Plan V7
  • Emory TruvizFabric Implementation Project Plan
  • Emory Purview Project Plan

These source documents are NOT committed to the repo — only the extracted structural patterns in templates/.

Requirements

  • Python 3.11+ with python-docx, openpyxl, python-pptx, Pillow
  • Node.js with @mermaid-js/mermaid-cli (for diagram rendering)

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