AIStrategyGuide

Technical Definitions & Acronyms

Quick reference for all the technical terms and acronyms you'll encounter in vendor-prospect discovery

Pro Tips for Maximum Value

🎯 When to Use This Tool

Use this before discovery calls to prep on prospect's tech stack or during calls when unfamiliar terms arise. Don't fake knowledge - "Let me look that up" (2 minutes with this tool) beats "Yeah, we work with that all the time" (lies).

✅ Best Practices

  • •Review "Why It Matters" sections before calls - Understanding that Snowflake indicates Level 3+ data readiness helps you qualify prospects faster.
  • •Use category filters to study prospect's ecosystem - If they use SAP, review all ERP + Integration terms to prepare for complex middleware discussions.
  • •Bookmark frequently-referenced terms - Keep this page open during discovery calls for quick reference when prospect mentions "our Informatica pipeline."
  • •Note related terms for follow-up questions - If prospect uses Kafka, check related terms (Event Streaming, Microservices) for intelligent follow-ups.

🚨 Common Mistakes to Avoid

  • ✗Assuming you know a term without checking - "API Gateway" might mean AWS API Gateway, Kong, or Apigee. Each has different integration approaches.
  • ✗Using acronyms without confirming meaning - "We use DLP" could mean Data Loss Prevention OR a specific vendor product. Always clarify.
  • ✗Skipping "Examples" sections - Knowing Oracle has multiple ERP products (Fusion, NetSuite, E-Business Suite) prevents embarrassing assumptions.
  • ✗Not studying before technical deep-dive calls - If CTO is on the call and you don't know Kubernetes from Docker, credibility vanishes instantly.

🔗 Combine with Other Tools

  • →Discovery Questions - Use technical definitions to craft informed questions about prospect's infrastructure and data readiness
  • →Qualification Scorecard - Technical terms inform scoring (Databricks user = higher data readiness score than Excel-only shop)
  • →Technical Readiness Checklist - Cross-reference terms from checklist with definitions to verify customer prerequisites
Showing 52 of 52 definitions

SAP (Systems, Applications & Products in Data Processing)

ERP Systems

Leading enterprise ERP platform used by large enterprises for finance, HR, supply chain, and manufacturing. SAP implementations are typically complex and heavily customized.

Examples:

SAP S/4HANA (cloud/on-premise), SAP Business One (SMB version)

Why It Matters:

SAP integrations often require specialized middleware and certified consultants. Expect longer integration timelines and higher costs than other ERPs.

Related Terms:

ERPOracleMicrosoft DynamicsIntegration

Oracle ERP Cloud

ERP Systems

Enterprise resource planning platform from Oracle covering financials, procurement, project management, and supply chain. Available as cloud (Fusion) or on-premise (E-Business Suite).

Examples:

Oracle Fusion Cloud, Oracle E-Business Suite, Oracle NetSuite

Why It Matters:

Oracle has multiple ERP products (Fusion, NetSuite, JD Edwards, PeopleSoft). Clarify which version during discovery as integration approaches differ significantly.

Related Terms:

ERPSAPNetSuiteCloud

Microsoft Dynamics

ERP Systems

Microsoft's suite of ERP and CRM applications. Dynamics 365 is the cloud version; older versions include Dynamics AX, NAV, GP, and SL.

Examples:

Dynamics 365 Finance & Operations, Dynamics 365 Business Central, Dynamics NAV

Why It Matters:

Strong Azure integration and familiar Microsoft ecosystem. Good API availability. Many distribution and manufacturing companies use Business Central or NAV.

Related Terms:

ERPAzureCRMBusiness Central

Epicor P21

ERP Systems

ERP system specifically designed for wholesale distribution businesses. Focuses on inventory management, purchasing, pricing, and warehouse operations.

Examples:

P21 (on-premise), Epicor Prophet 21 (cloud version)

Why It Matters:

Very common in distribution. If prospect uses P21, they likely have distribution-specific workflows and expect industry-specific features from AI solutions.

Related Terms:

ERPDistributionWMSInventory

NetSuite

ERP Systems

Cloud-based ERP platform owned by Oracle, popular with mid-market companies. Includes financials, CRM, e-commerce, and inventory management in one platform.

Why It Matters:

Cloud-native with good API access (SuiteTalk REST/SOAP, SuiteScript). Strong for companies with e-commerce operations. Easier integration than traditional Oracle products.

Related Terms:

ERPOracleCloudSaaSAPI

Infor

ERP Systems

ERP vendor offering industry-specific solutions. CloudSuite is the modern cloud version; legacy products include Infor LN, M3, and SyteLine.

Examples:

Infor CloudSuite Industrial, Infor LN (manufacturing), Infor M3 (distribution)

Why It Matters:

Infor has many products from acquisitions. Ask which specific Infor system they use as capabilities and integration approaches vary widely.

Related Terms:

ERPCloudIndustry-Specific

Snowflake

Data & Analytics

Cloud data warehouse platform built for analytics. Separates storage and compute, allowing independent scaling. Supports structured and semi-structured data.

Why It Matters:

If prospect has Snowflake, they likely have strong data infrastructure (Level 3+). Good for AI integration via Snowpark for Python/Java processing.

Related Terms:

Data WarehouseCloudAnalyticsETL

Amazon Redshift

Data & Analytics

AWS-managed data warehouse service for analytics. Integrates tightly with other AWS services. Based on PostgreSQL but optimized for analytics queries.

Why It Matters:

Strong indicator of AWS ecosystem. If using Redshift, they likely use other AWS services (S3, Lambda, SageMaker), which simplifies cloud AI integration.

Related Terms:

Data WarehouseAWSAnalyticsPostgreSQL

Google BigQuery

Data & Analytics

Google Cloud's serverless data warehouse for analytics. Pay-per-query pricing model. Scales automatically without infrastructure management.

Why It Matters:

Serverless architecture means no upfront capacity planning. Strong for companies with spiky or unpredictable analytics workloads. Tight integration with Google Cloud AI services.

Related Terms:

Data WarehouseGCPAnalyticsServerless

Databricks

Data & Analytics

Unified analytics platform built on Apache Spark. Combines data engineering, data science, and ML capabilities. Strong for processing large-scale data.

Why It Matters:

If using Databricks, prospect likely has data science/ML capability. Indicates Level 4-5 data readiness. Strong signal for Tier 2+ AI readiness.

Related Terms:

Data LakeApache SparkMLBig Data

MDM (Master Data Management)

Data & Analytics

Processes and tools to ensure consistency and accuracy of critical business data (customers, products, suppliers) across systems.

Why It Matters:

Strong MDM indicates mature data governance (Level 3+). Weak or absent MDM causes AI quality issues due to duplicate/inconsistent records.

Related Terms:

Data QualityData GovernanceERPCRM

Tableau

Data & Analytics

Business intelligence and data visualization platform acquired by Salesforce. Allows non-technical users to create interactive dashboards and reports.

Why It Matters:

If using Tableau, they have analytics culture and stakeholder buy-in for data-driven decisions. Good signal for AI adoption readiness.

Related Terms:

BIAnalyticsVisualizationPower BI

Power BI

Data & Analytics

Microsoft's business intelligence platform for creating reports and dashboards. Integrates tightly with Excel, Azure, and Microsoft 365.

Why It Matters:

Common in Microsoft shops. Strong Excel integration means users comfortable with data analysis. Often indicates Microsoft/Azure ecosystem for AI integration.

Related Terms:

BIAnalyticsMicrosoftVisualization

MuleSoft

Integration

Enterprise integration platform (owned by Salesforce) for connecting applications, data, and devices via APIs. Uses "Anypoint Platform" for API management.

Why It Matters:

If using MuleSoft, expect formal API governance and documented integration patterns. Longer approval cycles but cleaner, more maintainable integrations.

Related Terms:

APIMiddlewareIntegrationSalesforce

Dell Boomi

Integration

Cloud-based integration platform as a service (iPaaS) for connecting cloud and on-premise applications. Low-code approach to building integrations.

Why It Matters:

Indicates hybrid cloud strategy (on-premise + cloud). Boomi can simplify AI integration by providing pre-built connectors for common systems.

Related Terms:

iPaaSIntegrationCloudETL

Informatica

Integration

Enterprise data integration and management platform. Provides ETL, data quality, MDM, and API management capabilities.

Why It Matters:

Strong indicator of mature data operations (Level 3+). If using Informatica, they likely have dedicated data engineering team.

Related Terms:

ETLData IntegrationData QualityMDM

Apache Kafka

Integration

Distributed event streaming platform for real-time data pipelines. Handles millions of events per second. Used for real-time analytics and data synchronization.

Why It Matters:

If using Kafka, prospect has real-time data infrastructure and DevOps expertise. Good for Tier 3+ implementations requiring low-latency AI inference.

Related Terms:

Event StreamingReal-TimeMessagingMicroservices

RabbitMQ

Integration

Message broker software for routing and queuing messages between applications. Implements AMQP (Advanced Message Queuing Protocol).

Why It Matters:

Indicates asynchronous processing architecture. Useful for decoupling AI inference from core business processes (e.g., send order to queue, process with AI, return result).

Related Terms:

Message QueueMessagingAsynchronousKafka

API Gateway

Integration

Entry point for API requests that handles authentication, rate limiting, request routing, and monitoring. Acts as reverse proxy to backend services.

Examples:

AWS API Gateway, Azure API Management, Kong, Apigee

Why It Matters:

If using API Gateway, expect formal API management with rate limits, authentication requirements, and monitoring. Plan for API key management and throttling.

Related Terms:

APIAuthenticationRate LimitingMicroservices

Talend

Integration

Open-source data integration platform providing ETL, data quality, and data governance capabilities. Can be deployed on-premise or in cloud.

Why It Matters:

Common in organizations building custom data pipelines. Indicates technical capability to integrate AI via custom data flows.

Related Terms:

ETLData IntegrationOpen SourceData Pipeline

Fivetran

Integration

Automated data pipeline service that replicates data from various sources (databases, SaaS apps) into data warehouses. Handles schema changes automatically.

Why It Matters:

Indicates modern ELT approach (Extract-Load-Transform) and cloud data warehouse. Strong signal of Level 3+ data readiness.

Related Terms:

ELTData PipelineCloudData Warehouse

AWS (Amazon Web Services)

Cloud & Infrastructure

Leading cloud platform offering compute (EC2), storage (S3), databases (RDS), and AI/ML services (SageMaker, Bedrock).

Why It Matters:

Most popular cloud provider. If using AWS, consider Bedrock for LLM access, SageMaker for ML, and native service integrations.

Related Terms:

CloudAzureGCPSageMaker

Microsoft Azure

Cloud & Infrastructure

Microsoft's cloud platform with strong enterprise integration. Azure OpenAI Service provides access to GPT models with enterprise security and Microsoft compliance.

Why It Matters:

Strong for Microsoft shops (Dynamics, Office 365, Active Directory). Azure OpenAI is popular for enterprises wanting GPT with Microsoft data residency guarantees.

Related Terms:

CloudAWSGCPAzure OpenAI

GCP (Google Cloud Platform)

Cloud & Infrastructure

Google's cloud platform with strengths in data analytics (BigQuery), Kubernetes, and AI/ML (Vertex AI, Gemini).

Why It Matters:

Strong analytics capabilities via BigQuery. Vertex AI provides unified ML platform. Consider if prospect already using Google Workspace.

Related Terms:

CloudAWSAzureBigQuery

Docker

Cloud & Infrastructure

Platform for packaging applications and dependencies into containers that run consistently across environments. Industry standard for containerization.

Why It Matters:

If using Docker, indicates DevOps maturity and ability to deploy containerized AI models. Simplifies deployment across dev/test/prod environments.

Related Terms:

ContainersKubernetesDevOpsMicroservices

Kubernetes (K8s)

Cloud & Infrastructure

Open-source container orchestration platform for automating deployment, scaling, and management of containerized applications. Industry standard for production containers.

Why It Matters:

If using Kubernetes, indicates mature DevOps and ability to run complex distributed systems. Good for scalable ML inference at Tier 3+.

Related Terms:

DockerContainersOrchestrationDevOps

Datadog

Cloud & Infrastructure

Cloud-based monitoring and analytics platform for infrastructure, applications, and logs. Provides real-time observability across systems.

Why It Matters:

Strong monitoring culture. Request ability to send AI system metrics to Datadog for unified observability.

Related Terms:

MonitoringObservabilityAPMNew Relic

New Relic

Cloud & Infrastructure

Application performance monitoring (APM) and observability platform. Tracks application health, errors, and user experience.

Why It Matters:

Indicates performance-focused culture. Discuss AI inference latency monitoring and integration with New Relic.

Related Terms:

APMMonitoringObservabilityDatadog

Splunk

Cloud & Infrastructure

Platform for searching, monitoring, and analyzing machine-generated data (logs, metrics, events). Strong for security monitoring and troubleshooting.

Why It Matters:

Common in enterprises with security/compliance requirements. Plan for AI system log integration with Splunk for audit trails.

Related Terms:

LoggingMonitoringSecuritySIEM

Active Directory (AD)

Security & Compliance

Microsoft's directory service for Windows networks. Manages user authentication, authorization, and group policies in enterprises.

Why It Matters:

Nearly universal in Windows enterprises. Your AI solution should support AD/LDAP authentication for seamless SSO integration.

Related Terms:

SSOLDAPAuthenticationMicrosoft

LDAP (Lightweight Directory Access Protocol)

Security & Compliance

Protocol for accessing and maintaining directory information services. Used for centralized authentication in enterprises.

Why It Matters:

Common authentication method for on-premise and hybrid systems. Support LDAP if not offering SAML/OAuth SSO.

Related Terms:

Active DirectoryAuthenticationSSO

HITRUST

Security & Compliance

Security framework and certification combining requirements from HIPAA, PCI-DSS, ISO, and other standards. Common in healthcare and financial services.

Why It Matters:

HITRUST certification signals very high security requirements. Expect extensive security documentation and potentially source code audits.

Related Terms:

HIPAAComplianceSecurityCertification

DLP (Data Loss Prevention)

Security & Compliance

Security tools that detect and prevent unauthorized data transmission outside the organization. Monitors emails, file transfers, and API calls.

Why It Matters:

If DLP is in place, your AI solution's data transmission will be monitored. Discuss data encryption, data minimization, and DLP integration.

Related Terms:

SecurityData ProtectionCompliance

RBAC (Role-Based Access Control)

Security & Compliance

Security approach where access permissions are assigned based on user roles rather than individuals. Simplifies management at scale.

Why It Matters:

Your AI solution should support RBAC to align with enterprise security policies. Expect to map roles like Admin, Power User, Viewer.

Related Terms:

Access ControlSecurityAuthorizationSSO

SOC (Security Operations Center)

Security & Compliance

Centralized team and facility for monitoring, detecting, analyzing, and responding to cybersecurity incidents.

Why It Matters:

If SOC exists, expect security incident response requirements, SIEM integration, and potentially 24/7 security monitoring of AI systems.

Related Terms:

SecuritySIEMIncident ResponseMonitoring

SIEM (Security Information and Event Management)

Security & Compliance

Security system that collects and analyzes security events from across the organization to detect threats in real-time.

Examples:

Splunk, IBM QRadar, LogRhythm, Microsoft Sentinel

Why It Matters:

If SIEM exists, your AI system's security events must integrate. Discuss log format requirements and alert integration.

Related Terms:

SecuritySOCMonitoringSplunk

Blue-Green Deployment

Development & Deployment

Deployment strategy maintaining two identical production environments (Blue and Green). Deploy to inactive environment, test, then switch traffic over.

Why It Matters:

Indicates mature deployment practices and zero-downtime requirements. Your AI updates should support this pattern with instant rollback capability.

Related Terms:

DeploymentDevOpsCI/CDCanary

Canary Deployment

Development & Deployment

Deployment strategy where new version is gradually rolled out to small subset of users before full deployment. Allows real-world testing with minimal risk.

Why It Matters:

Your AI solution should support percentage-based traffic routing for canary releases. Expect requests for gradual rollout features.

Related Terms:

DeploymentCI/CDBlue-GreenDevOps

GitLab

Development & Deployment

DevOps platform providing source control (Git), CI/CD pipelines, issue tracking, and deployment automation in one integrated platform.

Why It Matters:

If using GitLab, they have strong DevOps practices. Discuss how your AI solution integrates with GitLab CI/CD pipelines.

Related Terms:

GitCI/CDDevOpsGitHub

GitHub Actions

Development & Deployment

CI/CD platform integrated into GitHub for automating build, test, and deployment workflows. Uses YAML configuration files.

Why It Matters:

Popular for modern DevOps. If using GitHub, expect to provide GitHub Actions workflows for deploying/testing your AI solution.

Related Terms:

CI/CDGitDevOpsGitLab

Jenkins

Development & Deployment

Open-source automation server for building CI/CD pipelines. Highly customizable but requires maintenance and plugin management.

Why It Matters:

Common in enterprises but indicates potentially legacy CI/CD. Discuss integration points and Jenkins pipeline compatibility.

Related Terms:

CI/CDDevOpsAutomationBuild

Terraform

Development & Deployment

Infrastructure as Code (IaC) tool for provisioning and managing cloud resources using declarative configuration files. Cloud-agnostic.

Why It Matters:

If using Terraform, they manage infrastructure as code. Consider providing Terraform modules for deploying your AI solution.

Related Terms:

IaCCloudDevOpsInfrastructure

Ansible

Development & Deployment

Open-source automation tool for configuration management, application deployment, and task automation. Uses YAML playbooks.

Why It Matters:

Common for on-premise or hybrid deployments. Consider providing Ansible playbooks for automated deployment of your solution.

Related Terms:

AutomationDevOpsConfiguration Management

CAB (Change Advisory Board)

Business Operations

Committee that evaluates and approves proposed changes to IT systems. Reviews risk, impact, timing, and rollback plans before deployment.

Why It Matters:

If CAB exists, expect 2-6 week approval cycles for production changes. Plan timelines accordingly and prepare comprehensive change documentation.

Related Terms:

Change ManagementITILGovernance

UAT (User Acceptance Testing)

Business Operations

Final testing phase where actual business users verify that software meets requirements before production deployment.

Why It Matters:

UAT timelines often underestimated. Budget 2-4 weeks for UAT, and ensure clear acceptance criteria are documented upfront.

Related Terms:

TestingQAImplementationGo-Live

RTO (Recovery Time Objective)

Business Operations

Maximum acceptable time that an application can be down after a failure. Measured in hours or days.

Why It Matters:

If RTO is low (< 4 hours), expect high availability requirements, disaster recovery planning, and potentially multi-region deployment.

Related Terms:

RPODRBusiness ContinuitySLA

RPO (Recovery Point Objective)

Business Operations

Maximum acceptable amount of data loss measured in time. Determines backup frequency. RPO of 1 hour means backups every hour.

Why It Matters:

Low RPO (< 1 hour) requires real-time or near-real-time data replication. Discuss backup strategies and data replication architecture.

Related Terms:

RTODRBackupBusiness Continuity

CoE (Center of Excellence)

Business Operations

Team providing leadership, best practices, research, support, and training for a specific focus area. AI CoEs drive enterprise AI strategy and governance.

Why It Matters:

If CoE exists, they'll be key stakeholders in evaluating your solution. Expect technical depth and alignment with enterprise AI standards.

Related Terms:

GovernanceBest PracticesAI Strategy

P1/P2/P3 (Priority 1/2/3)

Business Operations

Incident severity classifications. P1 = system down (respond in minutes), P2 = degraded (hours), P3 = minor issue (days).

Why It Matters:

Understand their P1/P2/P3 definitions and response SLAs. Your support model must align with their expectations for each priority level.

Related Terms:

SLASupportIncident ManagementITSM

Runbook

Business Operations

Documented procedures for routine operations, troubleshooting, and incident response. Step-by-step instructions for maintaining systems.

Why It Matters:

Expect to provide runbooks for your AI solution covering deployment, monitoring, troubleshooting, and common issues. Critical for handoff to operations team.

Related Terms:

DocumentationOperationsSupportSOP

Escrow

Business Operations

Legal arrangement where source code is held by neutral third party and released to customer if vendor fails to meet obligations (bankruptcy, abandonment).

Why It Matters:

Large enterprises often require source code escrow for mission-critical systems. Understand costs ($5K-$50K/year) and legal implications.

Related Terms:

Vendor ManagementRisk ManagementLegal

DMZ (Demilitarized Zone)

Cloud & InfrastructureSecurity & Compliance

Network segment that sits between internal network and internet, providing buffer layer for security. Hosts public-facing services while protecting internal systems.

Why It Matters:

If AI solution needs to communicate with both external APIs and internal ERP, DMZ architecture affects deployment. Discuss firewall rules and network topology.

Related Terms:

NetworkSecurityFirewallArchitecture