90-Day Onboarding Plan

A structured, week-by-week onboarding program designed to get your team to full productivity with measurable cost savings within 90 days.

Week 1

Platform Setup & Configuration

◆Kickoff meeting with CSM and TAM

◆SSO/SCIM integration and user provisioning

◆Connect first cloud billing API (AWS/Azure/GCP)

◆Configure organizational hierarchy and cost centers

◆Set up admin roles and access controls

◆Validate initial data ingestion

Week 2

Data Validation & Tagging Strategy

◆Validate cost data accuracy against invoices

◆Review and configure tagging taxonomy

◆Set up tag compliance policies

◆Configure cost allocation rules

◆Import historical cost data (if applicable)

◆Administrator training session

Week 3-4

Initial Analysis & Optimization

◆First cost analysis review with CSM

◆Identify top optimization opportunities

◆Configure anomaly detection thresholds

◆Set up budget alerts and notifications

◆Connect additional cloud accounts

◆FinOps analyst training session

Week 5-6

Governance & Reporting

◆Implement governance policies

◆Configure scheduled reports

◆Set up Slack/Teams notifications

◆Build custom executive dashboards

◆Establish chargeback/showback models

◆Finance team training session

Week 7-8

Optimization Implementation

◆Implement first wave of rightsizing

◆Review reservation/savings plan opportunities

◆Configure automated optimization policies

◆Integrate with CI/CD pipeline (if applicable)

◆Connect ITSM tools (ServiceNow/Jira)

◆Engineering team training session

Week 9-10

Advanced Features & Scale

◆Enable advanced analytics and forecasting

◆Configure BI tool connectors

◆Expand to additional business units

◆Set up role-based views and permissions

◆Review and refine governance policies

◆Executive team briefing

Week 11-12

Validation & Handoff

◆30-day ROI assessment

◆Review all KPIs and success criteria

◆Document operational procedures

◆Transition to ongoing support model

◆Schedule first Quarterly Business Review

◆Celebration and recognition

Your Team

Your dedicated onboarding team

Customer Success Manager (CSM)

Your primary point of contact throughout onboarding and beyond. Manages the project timeline, coordinates resources, and ensures your success metrics are tracked and achieved.

Key Responsibilities

◆Project management and timeline tracking
◆Stakeholder communication and alignment
◆Success metric definition and tracking
◆Quarterly Business Review preparation

Technical Account Manager (TAM)

Deep technical expertise in cloud financial operations. Guides architecture decisions, integration design, and optimization strategy tailored to your environment.

Key Responsibilities

◆Technical architecture guidance
◆Integration design and implementation
◆Optimization strategy development
◆Best practice recommendations

Solutions Engineer

Hands-on configuration and implementation support. Connects your cloud accounts, configures SSO, sets up cost allocation rules, and builds initial dashboards.

Key Responsibilities

◆Cloud account connection and validation
◆SSO/SCIM integration setup
◆Cost allocation rule configuration
◆Dashboard and report creation

Training Specialist

Develops and delivers role-based training curriculum for your team. Creates custom training materials aligned with your organizational structure and workflows.

Key Responsibilities

◆Administrator training delivery
◆Analyst and engineer workshops
◆Executive briefing sessions
◆Custom documentation creation

Training

Role-based training curriculum

Platform Administrators

4 hours / 2 sessions

◆Account and user management
◆SSO/SCIM configuration
◆Cost allocation rules and policies
◆Governance policy management
◆Integration setup and monitoring
◆Security and audit settings

FinOps Analysts

6 hours / 3 sessions

◆Dashboard creation and customization
◆Report building and scheduling
◆Anomaly investigation workflows
◆Optimization recommendation analysis
◆Chargeback model configuration
◆Budget tracking and forecasting

Engineering Teams

2 hours / 1 session

◆Understanding cost attribution
◆Tagging best practices
◆Rightsizing recommendation review
◆API and Terraform integration
◆Engineering cost scorecards
◆Self-service cost queries

Executive Leadership

1 hour / 1 session

◆Executive dashboard overview
◆Key cost metrics and trends
◆Strategic optimization roadmap
◆ROI tracking and reporting
◆Quarterly Business Review format
◆Escalation and support channels

Success Metrics

How we measure onboarding success

> 99%

Data Accuracy

Cost data matches cloud provider invoices within 1%

< 14 days

Time to First Value

First actionable optimization identified and implemented

> 80%

User Adoption

Percentage of provisioned users actively using the platform

> 90%

Tag Compliance

Resources properly tagged according to organizational standard

> 70%

Optimization Coverage

Percentage of cloud accounts with active optimization

100%

Training Completion

All role-based training modules completed by relevant users

Ready to start your onboarding?

Every enterprise plan includes our full 90-day onboarding program at no additional cost.

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