成本管理原則合規性流程Cost Management policy compliance processes

本文討論建立處理常式的方法,以支援有效的 成本管理專業領域This article discusses an approach to creating processes that support an effective Cost Management discipline. 有效的雲端成本治理都起始於可支援原則合規性的重複手動程序。Effective governance of cloud costs starts with recurring manual processes designed to support policy compliance. 這需要定期參與雲端治理小組和感興趣的商務專案關係人,才能檢查和更新原則並確保原則合規性。This requires regular involvement of the cloud governance team and interested business stakeholders to review and update policy and ensure policy compliance. 此外,許多進行中的監視和強制執行流程可以透過工具來自動化或補強,減少治理的額外負荷並且得以更快速回應原則偏差。In addition, many ongoing monitoring and enforcement processes can be automated or supplemented with tooling to reduce the overhead of governance and allow for faster response to policy deviation.

規劃、檢閱及報告流程Planning, review, and reporting processes

即使是雲端中最佳的成本管理工具,其效果也就和其所支援的流程與原則相同而已。The best Cost Management tools in the cloud are only as good as the processes and policies that they support. 以下是一組成本管理專業領域經常會牽涉到的範例流程。The following is a set of example processes commonly involved in the Cost Management discipline. 規劃程式時,請使用這些範例作為起點,以根據成本治理指導方針,讓您繼續以商務小組的業務變更和意見反應為基礎來更新成本原則。Use these examples as a starting point when planning the processes that will allow you to continue to update cost policy based on business change and feedback from the business teams, subject to cost governance guidance.

初始風險評估和規劃: 在您初步採用成本管理專業領域時,識別您的核心業務風險和與雲端成本相關的承受度。Initial risk assessment and planning: As part of your initial adoption of the Cost Management discipline, identify your core business risks and tolerances related to cloud costs. 使用此資訊與您的業務小組成員討論預算和成本相關風險,以及開發一組基本的原則來降低這些風險,以建立初始治理策略。Use this information to discuss budget and cost-related risks with members of your business teams and develop a baseline set of policies for mitigating these risks to establish your initial governance strategy.

部署規劃: 在部署任何資產之前,請根據預期的雲端配置來建立預測的預算。Deployment planning: Before deploying any asset, establish a forecasted budget based on expected cloud allocation. 請務必記錄部署的擁有權和會計資訊。Ensure that ownership and accounting information for the deployment is documented.

年度規劃: 每年會針對所有已部署和已部署的資產執行匯總分析。Annual planning: On an annual basis, perform a roll-up analysis on all deployed and to-be-deployed assets. 透過業務單位、部門、小組及其他適當的分配來推動自助採用,以遵循預算限制。Align budgets by business units, departments, teams, and other appropriate divisions to empower self-service adoption. 確保每一個計費單位領導人都知道預算,以及知道如何追蹤費用。Ensure that the leader of each billing unit is aware of the budget and how to track spending.

這正是做出預先承諾和預先採購來最大化折扣的好時機。This is the time to make a precommitment or prepurchase to maximize discounting. 最好將年度預算與雲端廠商的會計年度保持一致,以進一步將年度折扣選項的資本化。It's wise to align annual budgeting with the cloud vendor's fiscal year to further capitalize on year-end discount options.

每季規劃: 每季查看每個計費單位領導人的預算,以配合預測和實際支出。Quarterly planning: On a quarterly basis, review budgets with each billing unit leader to align forecast and actual spending. 如果計劃發生變更或有非預期的支出模式,應校正和重新配置預算。If there are changes to the plan or unexpected spending patterns, align and reallocate the budget.

這項每季規劃程式也是評估您的雲端治理小組目前成員資格,以瞭解與目前或未來商務計畫相關的知識缺口的好時機。This quarterly planning process is also a good time to evaluate the current membership of your cloud governance team for knowledge gaps related to current or future business plans. 邀請相關人員和工作負載擁有者來參與檢閱及規劃,無論是作為小組的暫時顧問或永久成員。Invite relevant staff and workload owners to participate in reviews and planning as either temporary advisors or permanent members of your team.

教育與訓練: 以 bimonthly 為基礎,提供訓練課程,以確保業務和 IT 人員都能掌握最新的成本管理原則需求。Education and training: On a bimonthly basis, offer training sessions to make sure business and IT staff are up-to-date on the latest Cost Management policy requirements. 作為此程式的一部分,請檢查並更新任何檔、指引或其他訓練資產,以確保其與最新的公司原則聲明同步。As part of this process review and update any documentation, guidance, or other training assets to ensure they're in sync with the latest corporate policy statements.

每月報告: 每個月都會以預測的方式報告實際費用。Monthly reporting: On a monthly basis, report actual spending against forecast. 將任何非預期的差異通知計費領導者。Notify billing leaders of any unexpected deviations.

這些基本程序將有助於校正花費,並建立成本管理專業領域的基礎。These basic processes will help align spending and establish a foundation for the Cost Management discipline.

持續監視的進程Processes for ongoing monitoring

成功的成本管理原則取決於對過去、目前和未來規劃的雲端相關消費性的可見度。A successful Cost Management strategy depends on visibility into the past, current, and planned future cloud-related spending. 如果無法分析現有成本相關計量和資料,您就無法識別風險的變更或者偵測是否違反風險承受度。Without the ability to analyze the relevant metrics and data of your existing costs, you cannot identify changes in your risks or detect violations of your risk tolerances. 上面所討論的持續治理流程需要品質資料,以確保可以針對不斷變化的業務需求和雲端使用方式,修改原則以便更佳地保護您的基礎結構。The ongoing governance processes discussed above require quality data to ensure policy can be modified to better protect your infrastructure against changing business requirements and cloud usage.

請確定您的 IT 小組已實作自動化系統來監視您的雲端費用和使用方式,以找出與預期成本相比之下的非預期差異。Ensure that your IT teams have implemented automated systems for monitoring your cloud spending and usage for unplanned deviations from expected costs. 建立報告和警示系統,以確保能快速偵測和降低潛在的原則違規風險。Establish reporting and alerting systems to ensure prompt detection and mitigation of potential policy violations.

違反合規性的觸發程序及強制執行動作Compliance violation triggers and enforcement actions

偵測到違規時,您應該採取強制動作來校正原則。When violations are detected, you should take enforcement actions to realign with policy. 您的可以使用適用於 Azure 的成本管理工具鏈中概述的工具,將大部分違規觸發程序自動化。You can automate most violation triggers using the tools outlined in the Cost Management toolchain for Azure.

以下為觸發條件的範例:The following are examples of triggers:

  • 每月預算偏差: 討論每月費用與計費單位領導人超過20% 預測與實際比率的任何偏差。Monthly budget deviations: Discuss any deviations in monthly spending that exceed 20% forecast-versus-actual ratio with the billing unit leader. 記錄解決方法與預測中的變更。Record resolutions and changes in forecast.
  • 採用步調: 訂用帳戶層級超過20% 的任何偏差將會觸發帳單單位領導人的評論。Pace of adoption: Any deviation at a subscription level exceeding 20% will trigger a review with billing unit leader. 記錄解決方法與預測中的變更。Record resolutions and changes in forecast.

下一步Next steps

使用「 成本管理專業領域」範本 ,記錄符合目前雲端採用方案的處理常式和觸發程式。Use the Cost Management discipline template to document the processes and triggers that align to the current cloud adoption plan.

如需有關執行成本管理原則與採用方案一致的指導方針,請參閱 成本管理專業領域改進For guidance on executing Cost Management policies in alignment with adoption plans, see Cost Management discipline improvement.