Understand
A proposed before-and-after workflow
A central team reviews a consolidated bill and makes isolated cuts without workload context.
Resources carry allocation metadata, owners review cost and utilization together, safe schedules and rightsizing changes pass change control, and exceptions are documented.
The future state remains a design until it is tested with the people, data, systems, and exceptions in scope.
Deliver
Data and decisions needed
Access is limited to what the agreed work needs. Client owners approve source authority, operational rules, and acceptance criteria.
| Reference | Input or decision to establish |
|---|---|
| 01 | Billing exports and contract terms |
| 02 | Utilization over representative peaks |
| 03 | Workload criticality and recovery requirements |
| 04 | Resource owner and environment records |
Deliver
Delivery sequence
A bounded sequence protects continuity and makes learning visible before wider rollout.
- 01Normalize the cost baselineDefine evidence and the exception path
- 02Allocate shared and direct spendDefine evidence and the exception path
- 03Find idle, oversized, and unscheduled resourcesDefine evidence and the exception path
- 04Validate operational risk with ownersDefine evidence and the exception path
- 05Implement approved changesDefine evidence and the exception path
- 06Track realized invoice differences without double countingConfirm ownership and handover
Govern
How it fits existing systems
Existing systems are mapped by business responsibility, supported interface, data authority, update timing, and failure behavior. The design may integrate, configure, retain, or replace a component; no universal compatibility is assumed.
Govern
When a different approach may be better
If the estate is small or the invoice is already transparent, fixing a few ownership and scheduling gaps may be more proportionate than a formal optimization program.
