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metodologia-technology-vigilance

Structured technology monitoring across analyst firms (Gartner, Forrester, IDC), academic sources (Stanford HAI, IEEE, ACM), editorial platforms (O'Reilly Radar, ThoughtWorks Tech Radar), and individual thought leaders (Martin Fowler, Paulo Caroli, Gregor Hohpe, Jez Humble). Produces vigilance reports with signals classified by urgency and impact. Use when evaluating technology trends, preparing sector-specific tech intelligence, validating technology choices against current landscape, or when "vigilancia tecnológica", "tech watch", "Gartner", "Forrester", "tech radar", "Stanford HAI", "IEEE", or "tendencias tecnológicas" is mentioned.

The canonical home for this skill is metodologia-technology-vigilance in JaviMontano/mao-discovery-framework

SKILL.md
Quality
Evals
Security

Technology Vigilance: Proactive Technology Intelligence

Structured monitoring of the technology landscape to inform discovery decisions with up-to-date data on trends, maturity, adoption, and risks of proposed technologies.

Guiding Principle

We do not propose technology based on what we know — we propose based on what the market shows.

Technology vigilance is not "staying up to date." It is a systematic process of signal detection, classification by impact, and connection to ongoing architecture decisions.

Vigilance Philosophy

  1. Signals before opinions. A Gartner/Forrester data point or a Stanford HAI paper carries more weight than "I believe that...".
  2. Multiple sources, one synthesis. A signal confirmed by 3+ independent sources is a trend. A signal from 1 source is a data point.
  3. Vigilance ≠ speculation. We report what sources say, with citation. We do not predict the future.
  4. Sector context is mandatory. A trend in FinTech does not apply equally in HealthTech. Always connect to the client's sector.

Source Taxonomy

Tier 1: Analyst Firms (Quantitative, Paid)

SourceKey ProductTypeAccess
GartnerMagic Quadrant, Hype Cycle, Market GuideMarket quadrants, maturity cyclesPaywall (use public summaries + model knowledge)
ForresterWave, Total Economic Impact (TEI), PredictionsVendor evaluations, ROI studiesPaywall (use public summaries)
IDCMarketScape, FutureScapeMarket share, quantitative trendsPaywall (use public summaries)

Tier 2: Open Sources (Qualitative, Free)

SourceKey ProductTypeAccess
ThoughtWorksTechnology Radar (biannual)Adopt/Trial/Assess/Hold per quadrantOpen
O'ReillyRadar Reports, TrendsTrends by domainPartially open
CNCFLandscape, RadarCloud-native ecosystem mapOpen
GitHubOctoverse, TrendingLanguage adoption, trending reposOpen

Tier 3: Academic and Standards

SourceKey ProductTypeAccess
Stanford HAIAI Index Report (annual)State of the art in AI, adoption metricsOpen
IEEEStandards, Publications, SpectrumTechnical standards, researchPartial
ACMDigital Library, CACMPapers, surveys, state-of-the-art reviewsPartial
arXivPreprintsFrontier researchOpen

Tier 4: Individual Thought Leaders

LeaderDomainKey ContributionSource
Martin FowlerArchitecture, PatternsRefactoring, Microservices, CI/CDmartinfowler.com
Paulo CaroliLean Inception, DiscoveryFunRetro, Lean Inception methodologycaroli.org
Gregor HohpeEnterprise IntegrationEnterprise Integration Patterns, Cloud Strategyarchitectelevator.com
Jez HumbleContinuous Delivery, DevOpsAccelerate, DORA metricscontinuousdelivery.com
Sam NewmanMicroservicesBuilding Microservices, Monolith to Microservicessamnewman.io
Kelsey HightowerKubernetes, Cloud NativeK8s evangelism, simplification advocacyTwitter/conf talks
Charity MajorsObservabilityObservability Engineering, Honeycombcharity.wtf
Camille FournierEngineering ManagementThe Manager's Path, org designelidedbranches.com
Liz RiceContainer SecurityContainer Security book, eBPFlizrice.com
Eric RiesLean StartupBuild-Measure-Learn, Innovation Accountingtheleanstartup.com

Delivery Structure

S1: Vigilance Context

ParameterValue
Client sector{sector}
Current stack{technologies}
Proposed stack{technologies}
Vigilance horizonLast 12 months

S2: Detected Signals

#SignalSource(s)TypeUrgencyImpactRelevance
S1{signal}Gartner 2025 + TW RadarConfirmed trend🔴 HighStrategicDirect
S2{signal}Stanford HAI 2025Emerging data point🟡 MediumTacticalIndirect
S3{signal}Fowler blog 2025Expert opinion🟢 LowInformationalContextual

Urgency classification:

  • 🔴 High: Signal that could change the discovery recommendation
  • 🟡 Medium: Signal that should be considered in the roadmap
  • 🟢 Low: Informational signal for context

S3: Proposed Technology Positioning

For each technology in the proposed scenario:

TechnologyGartner PositionTW RadarGitHub TrendCNCF StatusVerdict
{tech1}Slope of EnlightenmentAdopt↑ TrendingGraduated✅ Safe bet
{tech2}Peak of Inflated ExpectationsTrial→ StableIncubating⚠️ Validate with PoC
{tech3}Trough of DisillusionmentAssess↓ Declining—🔴 High risk

S4: Sector Benchmark

Sector-specific signals for the client:

AreaSector TrendSourceImplication for Discovery
{area}{trend}{source + year}{direct implication}

S5: Relevant Thought Leaders

Opinions and frameworks from thought leaders relevant to the project:

LeaderRelevant PositionCitation/ReferenceApplication
Martin Fowler"Microservices prerequisites"martinfowler.com/bliki/...Validate prerequisites before migrating
Paulo Caroli"Lean Inception for discovery"Lean Inception, Ch. 3Apply lean inception to sprint 0

S6: Vigilance Recommendations

PriorityRecommendationBased OnAction
🔴 MUST{recommendation}Signal S1Incorporate into scenario
🟡 SHOULD{recommendation}Signal S2Consider in roadmap
🟢 COULD{recommendation}Signal S3Document for reference

Source Mapping by Industry

SectorSpecialized SourcesSector Thought Leaders
Banking/FinTechGartner Banking, Finastra, SWIFT, BISChris Skinner, Brett King
Health/HealthTechHIMSS, HL7/FHIR, WHO DigitalEric Topol
Retail/eCommerceGartner Retail, NRF, Shopify Engineering—
SaaS/CloudCNCF, Gartner Cloud, FlexeraKelsey Hightower, Adrian Cockcroft
ManufacturingGartner Manufacturing, Industry 4.0, IIoT—
GovernmentGartner Gov, GovTech, NIST—
EnergyIEEE Power, IEA, IRENA—
TelecomTM Forum, GSMA, 3GPP—

When to Use

  • Phase 0 (Plan): include relevant vigilance signals in discovery plan
  • Phase 3 (Scenarios): validate proposed technologies against current landscape
  • Phase 3b (Think Tank): feed updated radar data to the 7 Sages
  • Standalone: technology landscape assessment for any engagement

When NOT to Use

  • Highly constrained environments where technology is fixed (regulatory, legacy lock-in)
  • Express discovery (time constraint overrides depth)

Trade-off Matrix

DecisionEnablesConstrainsWhen to Use
Full multi-source vigilanceComprehensive landscape view1-2 days effortStrategic engagements, technology selection
Analyst-only (Gartner+Forrester)Quantitative positioningMisses open-source signalsEnterprise/vendor-driven decisions
Open-source only (TW+CNCF+GitHub)Free, currentMisses enterprise analyst perspectiveCloud-native/startup contexts
Single thought leader deep-diveExpert depth on specific topicNarrow perspectiveTargeted technology question

Output Configuration

  • Language: Spanish (Latin American, business register — simple, clear, concise, direct)
  • Attribution: Expert committee of the MetodologIA Discovery Framework
  • Tagline: "Construido por profesionales, potenciado por la red agéntica de MetodologIA."

Validation Gate

  • Technology stack positioned against >=2 sources
  • Signals classified by urgency and impact
  • Sector context connected to general signals
  • Thought leader opinions cited with source
  • Recommendations linked to specific signals
  • Evidence tags: [ANALYST], [ACADEMIC], [OPENSOURCE], [REFERENT]

Output Artifact

Primary: A-05_Technology_Vigilance_{project}.md

Diagrams (Mermaid)

  • quadrantChart: technology positioning (maturity x adoption)
  • timeline: signal detection timeline

Casos Borde

CasoEstrategia de Manejo
All analyst sources are behind paywalls and no public summaries exist for the requested technologyUse Tier 2 (ThoughtWorks Radar, CNCF, GitHub Octoverse) and Tier 4 (thought leaders) as primary sources; flag all findings as [OPENSOURCE] or [REFERENT]; recommend client purchase analyst access for validation
Technology is so new that no analyst firm has positioned it (pre-hype cycle)Use academic sources (arXiv, IEEE, ACM) and GitHub trending; classify as "Emerging Signal — insufficient data for positioning"; recommend PoC-based validation
Client's sector has no specialized analyst coverage (niche industry)Map to the closest covered sector; document the mapping rationale; flag all sector-specific conclusions as [INFERENCIA] with the parent sector cited
Conflicting signals across sources (e.g., Gartner says "Adopt", ThoughtWorks says "Hold")Report both positions with full citation; analyze the disagreement (different evaluation criteria, different time horizons); recommend the client define their own evaluation weight set

Decisiones y Trade-offs

DecisionAlternativa DescartadaJustificacion
Require minimum 2 independent sources to classify a signal as "trend"Accept single-source signals as trendsSingle-source signals carry high bias risk; the 2-source minimum forces corroboration and filters noise from genuine shifts
Include thought leader opinions as Tier 4 (lowest evidence weight)Exclude individual opinions entirelyThought leaders often signal shifts 12-18 months before analyst firms; their value is early detection, not confirmation
Always connect vigilance signals to the client's specific sectorProduce sector-agnostic technology reportsSector-agnostic reports produce "interesting but irrelevant" outputs; sector connection is what transforms information into actionable intelligence

Knowledge Graph

graph TD
    subgraph Core["Technology Vigilance"]
        A["Signal Detection"] --> B["Source Triangulation"]
        B --> C["Urgency Classification"]
        C --> D["Sector Contextualization"]
        D --> E["Vigilance Recommendations"]
    end
    subgraph Inputs["Inputs"]
        F["Client Sector"] --> D
        G["Current Stack"] --> A
        H["Proposed Stack"] --> A
    end
    subgraph Outputs["Outputs"]
        E --> I["Technology Positioning Table"]
        E --> J["Sector Benchmark Report"]
    end
    subgraph Related["Related Skills"]
        K["dynamic-sme"] -.-> D
        L["scenario-analysis"] -.-> E
        M["multidimensional-feasibility"] -.-> B
    end

Output Templates

Markdown (default)

  • Filename: A-05_Technology_Vigilance_{cliente}_{WIP}.md
  • Structure: TL;DR > Vigilance Context > Detected Signals table > Technology Positioning > Sector Benchmark > Thought Leader References > Recommendations > Mermaid quadrantChart

HTML

  • Filename: A-05_Technology_Vigilance_{cliente}_{WIP}.html
  • Structure: MetodologIA Design System v4; interactive signal table with urgency color coding; embedded Mermaid quadrant and timeline; collapsible source citations

DOCX (bajo demanda)

  • Filename: {fase}_{entregable}_{cliente}_{WIP}.docx
  • Generado con python-docx, Design System MetodologIA v5. Portada con logo y metadata del proyecto, TOC automático, encabezados/pies de página con marca. Tablas con zebra striping. Tipografía: Poppins para encabezados (navy), Montserrat para cuerpo, acentos gold.

XLSX (bajo demanda)

  • Filename: {fase}_technology-vigilance_{cliente}_{WIP}.xlsx
  • Generado con openpyxl y MetodologIA Design System v5. Encabezados con fondo navy y texto Poppins blanco, formato condicional por urgencia de señal (🔴/🟡/🟢) y veredicto de tecnología, auto-filtros en todas las columnas, valores calculados sin fórmulas. Hojas: Señales Detectadas, Posicionamiento de Tecnologías, Benchmark Sectorial, Thought Leaders, Recomendaciones.

PPTX (bajo demanda)

  • Filename: {fase}_{entregable}_{cliente}_{WIP}.pptx
  • Generado con python-pptx y MetodologIA Design System v5. Slide master con gradiente navy, títulos en Poppins, cuerpo en Montserrat, acentos gold. Máx 20 slides versión ejecutiva / 30 versión técnica. Notas del orador con referencias de evidencia por slide. Slides sugeridos: portada, contexto de vigilancia, señales detectadas (tabla con semáforo de urgencia), posicionamiento de tecnologías propuestas (quadrant chart), benchmark sectorial, thought leaders relevantes, recomendaciones priorizadas (MUST/SHOULD/COULD).

Evaluacion

DimensionPesoCriterio
Trigger Accuracy10%Descripcion activa triggers correctos sin falsos positivos
Completeness25%Todos los entregables cubren el dominio sin huecos
Clarity20%Instrucciones ejecutables sin ambiguedad
Robustness20%Maneja edge cases y variantes de input
Efficiency10%Proceso no tiene pasos redundantes
Value Density15%Cada seccion aporta valor practico directo

Umbral minimo: 7/10 en cada dimension para considerar el skill production-ready.


Repository
JaviMontano/mao-pm-apex
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Canonical home

JaviMontano/mao-discovery-framework
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since Aug 28, 2026

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