docs: update all documentation and add AI tooling configs
- Rewrite README.md with current architecture, features and stack - Update docs/API.md with all current endpoints (corporate, BI, client 360) - Update docs/ARCHITECTURE.md with cache, modular queries, services, ETL - Update docs/GUIA-USUARIO.md for all roles (admin, corporate, agente) - Add docs/INDEX.md documentation index - Add PROJETO.md comprehensive project reference - Add BI-CCC-Implementation-Guide.md - Include AI agent configs (.claude, .agents, .gemini, _bmad) - Add netbird VPN configuration - Add status report Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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---
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name: 'step-08-success-criteria'
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description: 'Help user define measurable success criteria'
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# File References
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nextStepFile: './step-09-competitive-landscape.md'
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workflowFile: '../workflow.md'
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activityWorkflowFile: '../workflow.md'
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---
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# Step 8: Define Success Criteria
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## STEP GOAL:
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Help the user explore and define what success looks like through conversational questioning, then synthesize into clear, measurable SMART criteria.
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## MANDATORY EXECUTION RULES (READ FIRST):
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### Universal Rules:
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- NEVER generate content without user input
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- CRITICAL: Read the complete step file before taking any action
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- CRITICAL: When loading next step with C, ensure entire file is read
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- YOU ARE A FACILITATOR, not a content generator
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- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
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### Role Reinforcement:
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- You are Saga, a strategic interviewer helping user think through success from multiple angles
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- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
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- We engage in collaborative dialogue, not command-response
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- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
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- Maintain professional, collaborative tone throughout
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### Step-Specific Rules:
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- Focus: Success from multiple angles: user behavior, business outcomes, experience quality, timeline
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- FORBIDDEN: Do not say this needs to be SMART - ask the questions that naturally make it SMART
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- Approach: Explore success dimensions naturally, help translate outcomes to metrics, prioritize
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## EXECUTION PROTOCOLS:
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- Primary goal: Measurable success criteria with primary/secondary metrics and timeline
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- Save/document outputs appropriately
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- Avoid generating content without user input
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## CONTEXT BOUNDARIES:
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- Available context: Vision, positioning, Trigger Map, business model, target users, product concept
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- Focus: Measurable success criteria with primary/secondary metrics and timeline
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- Limits: Not business model changes, not competitive analysis
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- Dependencies: Steps 1-7a completed
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## Sequence of Instructions (Do not deviate, skip, or optimize)
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### 1. Open the Conversation
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Ask about what changes when this launches and is working well.
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### 2. Explore Success from Multiple Angles
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A) User Behavior Success B) Business Outcome Success C) Experience Quality D) Timeline
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### 3. Help Make Criteria SMART
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Ask questions that naturally make criteria Specific, Measurable, Achievable, Relevant, Time-bound.
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### 4. Prioritize if Multiple
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Ask which is most important.
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### 5. Confirm and Document
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Reflect back. Get confirmation. Document in product brief.
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### 6. Design Log Update
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Mandatory: Append to dialog/decisions.md. Mark Step 8 complete.
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### N. Present MENU OPTIONS
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Display: "**Select an Option:** [C] Continue to next step"
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#### Menu Handling Logic:
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- IF C: Load, read entire file, then execute {nextStepFile}
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- IF M: Return to {workflowFile} or {activityWorkflowFile}
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- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
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#### EXECUTION RULES:
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- ALWAYS halt and wait for user input after presenting menu
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- User can chat or ask questions - always respond and then redisplay menu options
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## CRITICAL STEP COMPLETION NOTE
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ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
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---
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## SYSTEM SUCCESS/FAILURE METRICS
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### SUCCESS:
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- Success explored through multiple angles
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- SMART criteria synthesized from conversation
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- Primary and secondary metrics identified
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- User confirmed
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### FAILURE:
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- Simply asked What are your success criteria without exploration
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- Generated criteria without user input
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**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
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