成本管理專業領域改進Cost Management discipline improvement

成本管理專業領域會嘗試解決與在裝載雲端式工作負載時所產生費用相關的核心業務風險。The Cost Management discipline attempts to address core business risks related to expenses incurred when hosting cloud-based workloads. 在雲端治理的五個專業領域中,成本管理專業領域是用來控制雲端資源的成本和使用量,以及建立和維護規劃成本週期的目標。Within the Five Disciplines of Cloud Governance, the Cost Management discipline is involved in controlling cost and usage of cloud resources with the goal of creating and maintaining a planned cost cycle.

本文將概述貴公司可執行來開發成本管理專業領域並使其臻至成熟的潛在工作。This article outlines potential tasks your company perform to develop and mature your Cost Management discipline. 這些工作可細分為執行雲端解決方案的規劃、建立、採用和操作階段。These tasks can be broken down into planning, building, adopting, and operating phases of implementing a cloud solution. 然後會反復查看這些工作,以允許開發 增量方法來進行雲端治理The tasks are then iterated on to allow the development of an incremental approach to cloud governance.

雲端治理增量方法的階段。 圖1:漸進式雲端治理方法的階段。Phases of an incremental approach to cloud governance. Figure 1: Phases of an incremental approach to cloud governance.

沒有任何單一文件可以滿足所有企業需求。No single document can account for the requirements of all businesses. 因此,本文將針對治理成熟流程的每個階段,概述建議的最小和潛在範例活動。As such, this article outlines suggested minimum and potential example activities for each phase of the governance maturation process. 這些活動的初始目標是協助您建立 原則 MVP ,並建立用於增量原則改進的架構。The initial objective of these activities is to help you build a policy MVP and establish a framework for incremental policy improvement. 您的雲端治理小組必須決定要投入這些活動多少錢,以改善成本管理專業領域的功能。Your cloud governance team will need to decide how much to invest in these activities to improve your Cost Management discipline capabilities.


本文所述的最小或潛在活動都不符合特定的公司原則或協力廠商合規性需求。Neither the minimum or potential activities outlined in this article are aligned to specific corporate policies or third-party compliance requirements. 此指導方針旨在協助促成交談,從而使這兩個需求與雲端治理模型保持一致。This guidance is designed to help facilitate the conversations that will lead to alignment of both requirements with a cloud governance model.

規劃和整備Planning and readiness

這個治理成熟度階段可消彌業務成果與可操作之策略間的鴻溝。This phase of governance maturity bridges the divide between business outcomes and actionable strategies. 在此程序中,領導小組會定義特定的計量、將這些計量對應至數位資產,並開始規劃整體移轉工作。During this process, the leadership team defines specific metrics, maps those metrics to the digital estate, and begins planning the overall migration effort.

最小的建議活動:Minimum suggested activities:

  • 評估您的成本管理工具鏈選項。Evaluate your Cost Management toolchain options.
  • 開發架構指導方針的草稿檔,並散發給重要的專案關係人。Develop a draft document for architecture guidelines and distribute to key stakeholders.
  • 教育並涵蓋受到開發架構指導方針影響的人員和小組。Educate and involve the people and teams affected by the development of architecture guidelines.

潛在的活動:Potential activities:

  • 確定支援您雲端策略商業論證的預算決策。Ensure budgetary decisions that support the business justification for your cloud strategy.
  • 驗證您用來報告成功配置資金的學習計量。Validate learning metrics that you use to report on the successful allocation of funding.
  • 了解影響雲端成本處理方式的預期雲端帳戶處理模型。Understand the desired cloud accounting model that affects how cloud costs should be accounted for.
  • 熟悉數位資產方案,並驗證準確的成本期望。Become familiar with the digital estate plan and validate accurate costing expectations.
  • 評估購買選項,以判斷是否適合「隨用隨付」,或購買 Enterprise 合約以進行 precommitment。Evaluate buying options to determine whether it's better to "pay as you go" or to make a precommitment by purchasing an Enterprise Agreement.
  • 使業務目標和規劃的預算保持一致,並視需要調整預算方案。Align business goals with planned budgets and adjust budgetary plans as necessary.
  • 開發目標和預算報告機制,以便在每個成本週期結束時通知技術和業務的專案關係人。Develop a goals and budget reporting mechanism to notify technical and business stakeholders at the end of each cost cycle.

組建和部署Build and predeployment

有幾個技術性和非技術性的必要條件,才能成功遷移環境。Several technical and nontechnical prerequisites are required to successfully migrate an environment. 此程序著重於可繼續進行移轉的決策、整備和核心基礎結構。This process focuses on the decisions, readiness, and core infrastructure that proceeds a migration.

最小的建議活動:Minimum suggested activities:

  • 在預先部署階段推出,以實行 成本管理工具鏈Implement your Cost Management toolchain by rolling out in a predeployment phase.
  • 更新架構指導方針檔,並散發給重要的專案關係人。Update the architecture guidelines document and distribute to key stakeholders.
  • 開發教育性資料和文件、認知溝通、獎勵和其他計畫,以協助試用產品的使用者採用。Develop educational materials and documentation, awareness communications, incentives, and other programs to help drive user adoption.
  • 判斷您的購買需求與預算和目標是否一致。Determine whether your purchase requirements align with your budgets and goals.

潛在的活動:Potential activities:

  • 將您的預算方案與定義核心擁有權模型的訂用帳戶 策略 保持一致。Align your budgetary plans with the subscription strategy that defines your core ownership model.
  • 使用 資源一致性專業領域策略 ,在一段時間後強制執行架構和成本指導方針。Use the Resource Consistency discipline strategy to enforce architecture and cost guidelines over time.
  • 判斷任何成本異常是否會影響您的採用和遷移計畫。Determine whether any cost anomalies affect your adoption and migration plans.

採用和移轉Adopt and migrate

移轉是一個累加式程序,著重於在現有的數位資產中移動、測試及採用應用程式或工作負載。Migration is an incremental process that focuses on the movement, testing, and adoption of applications or workloads in an existing digital estate.

最小的建議活動:Minimum suggested activities:

  • 將您的 成本管理工具鏈 從預先部署遷移至生產環境。Migrate your Cost Management toolchain from predeployment to production.
  • 更新架構指導方針檔,並散發給重要的專案關係人。Update the architecture guidelines document and distribute to key stakeholders.
  • 開發教育性資料和文件、認知溝通、獎勵和其他計畫,以協助試用產品的使用者採用。Develop educational materials and documentation, awareness communications, incentives, and other programs to help drive user adoption.

潛在的活動:Potential activities:

  • 實行您的雲端帳戶處理模型。Implement your cloud accounting model.
  • 確定預算會在每次發行期間反映實際支出,並視需要調整。Ensure that your budgets reflect your actual spending during each release and adjust as necessary.
  • 監視預算方案中的變更,並且在需要額外的登出時與專案關係人進行驗證。Monitor changes in budgetary plans and validate with stakeholders if additional sign-offs are needed.
  • 更新架構方針檔的變更,以反映實際成本。Update changes to the architecture guidelines document to reflect actual costs.

操作和實作後Operate and post-implementation

轉換完成之後,治理和作業必須存留于應用程式或工作負載的自然生命週期。After the transformation is complete, governance and operations must live on for the natural lifecycle of an application or workload. 這個治理成熟度階段著重於通常會在實作解決方案且轉換週期開始穩定後隨之而來的活動。This phase of governance maturity focuses on the activities that commonly come after the solution is implemented and the transformation cycle begins to stabilize.

最小的建議活動:Minimum suggested activities:

  • 根據您組織的變更需求自訂您的 成本管理工具鏈Customize your Cost Management toolchain based on your organization's changing needs.
  • 考慮將任何通知和報告自動化,以反映實際支出。Consider automating any notifications and reports to reflect actual spending.
  • 精簡架構指導方針,以引導未來的採用流程。Refine architecture guidelines to guide future adoption processes.
  • 定期教育受影響的小組,以確保持續遵循架構方針。Educate affected teams on a periodic basis to ensure ongoing adherence to the architecture guidelines.

潛在的活動:Potential activities:

  • 執行每季雲端業務檢閱,以傳達要傳遞給企業的價值與相關聯的成本。Execute a quarterly cloud business review to communicate value delivered to the business and associated costs.
  • 每季調整方案,以反映實際支出的變更。Adjust plans quarterly to reflect changes to actual spending.
  • 判斷財務會與商業單位訂用帳戶的損益保持一致。Determine financial alignment to P&Ls for business unit subscriptions.
  • 每月分析專案關係人價值和成本報告方法。Analyze stakeholder value and cost reporting methods on a monthly basis.
  • 補救未充分運用的資產,並判斷是否值得繼續。Remediate underused assets and determine whether they're worth continuing.
  • 偵測方案與實際支出之間的不一致與異常狀況。Detect misalignments and anomalies between the plan and actual spending.
  • 協助雲端採用小組和雲端策略小組瞭解並解決這些異常狀況。Assist the cloud adoption teams and the cloud strategy team with understanding and resolving these anomalies.

下一步Next steps

既然您已瞭解雲端成本治理的概念,請參閱成本管理專業領域的最佳做法,以找出降低整體支出的方法。Now that you understand the concept of cloud cost governance, review the Cost Management discipline best practices to find ways to reduce your overall spend.