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6 changes: 3 additions & 3 deletions docs-mslearn/TOC.yml
Original file line number Diff line number Diff line change
Expand Up @@ -26,7 +26,7 @@
items:
- name: Understand
items:
- name: Understand cloud usage and cost
- name: Understand usage and cost
href: framework/understand/understand-cloud-usage-cost.md
- name: Data ingestion
href: framework/understand/ingestion.md
Expand Down Expand Up @@ -56,7 +56,7 @@
href: framework/quantify/unit-economics.md
- name: Optimize
items:
- name: Optimize cloud usage and cost
- name: Optimize usage and cost
href: framework/optimize/optimize-cloud-usage-cost.md
- name: Architecting for cloud
href: framework/optimize/architecting.md
Expand All @@ -76,7 +76,7 @@
href: framework/manage/operations.md
- name: Education + enablement
href: framework/manage/education.md
- name: Cloud policy + governance
- name: Policy + governance
href: framework/manage/governance.md
- name: Invoicing + chargeback
href: framework/manage/invoicing-chargeback.md
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6 changes: 3 additions & 3 deletions docs-mslearn/conduct-iteration.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,11 +3,11 @@ title: Tutorial - Conduct an iteration
description: This tutorial helps you learn how to take an iterative approach to FinOps adoption.
author: flanakin
ms.author: micflan
ms.date: 04/02/2025
ms.date: 04/04/2025
ms.topic: tutorial
ms.service: finops
ms.subservice: finops-learning-resources
ms.reviewer: micflan
ms.reviewer: kedelaro
# customer intent: As a finops practitioner, I want to adopt FinOps in my organization so that we can create a plan to adopt.
---

Expand Down Expand Up @@ -71,7 +71,7 @@ Use the following information as a guide to select the right FinOps capabilities
3. Rate optimization
4. Licensing and SaaS
5. Cloud sustainability
6. Cloud policy and governance
6. Policy and governance
7. If your team has a solid understanding of the basics and needs to map cloud investments back to business value, consider:
1. Unit economics
2. Allocation
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14 changes: 7 additions & 7 deletions docs-mslearn/framework/capabilities.md
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Expand Up @@ -3,11 +3,11 @@ title: FinOps capabilities
description: Learn about what the fundamental building blocks of the FinOps Framework that enable you to maximize business value through the cloud.
author: flanakin
ms.author: micflan
ms.date: 04/02/2025
ms.date: 04/04/2025
ms.topic: conceptual
ms.service: finops
ms.subservice: finops-learning-resources
ms.reviewer: micflan
ms.reviewer: kedelaro
---

<!-- markdownlint-disable-next-line MD025 -->
Expand All @@ -17,9 +17,9 @@ The FinOps Framework includes capabilities that cover everything you need to per

<br>

## Understand cloud usage and cost
## Understand usage and cost

The **Understand cloud usage and cost** domain is focused on data acquisition, reporting, analysis, and alerting on top of your cost, usage, and carbon consumption. This domain is all about observability and business intelligence. It brings the data that stakeholders need together (ingestion) into a meaningful breakdown for the organization (allocation). Then it can be reported on (reporting) and monitored to proactively identify and react to issues (anomalies).
The **Understand usage and cost** domain is focused on data acquisition, reporting, analysis, and alerting on top of your cost, usage, and carbon consumption. This domain is all about observability and business intelligence. It brings the data that stakeholders need together (ingestion) into a meaningful breakdown for the organization (allocation). Then it can be reported on (reporting) and monitored to proactively identify and react to issues (anomalies).

- [Data ingestion](./understand/ingestion.md)
- [Allocation](./understand/allocation.md)
Expand All @@ -40,9 +40,9 @@ The **Quantify business value** domain is focused on identifying and breaking do

<br>

## Optimize cloud usage and cost
## Optimize usage and cost

The **Optimize cloud usage and cost** domain is focused on designing and optimizing solutions for efficiency to ensure you get the most out of your cloud investments.
The **Optimize usage and cost** domain is focused on designing and optimizing solutions for efficiency to ensure you get the most out of your cloud investments.

- [Architecting for the cloud](./optimize/architecting.md)
- [Workload optimization](./optimize/workloads.md)
Expand All @@ -59,7 +59,7 @@ The **Manage the FinOps practice** domain is focused on establishing a clear and
- [FinOps education and enablement](./manage/education.md)
- [FinOps practice operations](./manage/operations.md)
- [Onboarding workloads](./manage/onboarding.md)
- [Cloud policy and governance](./manage/governance.md)
- [Policy and governance](./manage/governance.md)
- [Invoicing and chargeback](./manage/invoicing-chargeback.md)
- [FinOps assessment](./manage/assessment.md)
- [FinOps tools and services](./manage/tools-services.md)
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46 changes: 36 additions & 10 deletions docs-mslearn/framework/finops-framework.md
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Expand Up @@ -3,11 +3,11 @@ title: FinOps Framework overview
description: 'Learn about what the FinOps Framework is and how you can use it to accelerate your cost management and optimization goals.'
author: flanakin
ms.author: micflan
ms.date: 04/02/2025
ms.date: 04/25/2025
ms.topic: concept-article
ms.service: finops
ms.subservice: finops-learning-resources
ms.reviewer: micflan
ms.reviewer: kedelaro
---

<!-- markdownlint-disable-next-line MD025 -->
Expand All @@ -26,6 +26,7 @@ Microsoft's guidance is largely based on the FinOps Framework with a few enhance
In the next few sections, we cover the basic concepts of the FinOps Framework:

- The **principles** that should guide your FinOps efforts.
- The **scopes** to which you apply FinOps concepts.
- The **stakeholders** that should be involved.
- The **lifecycle** that you iterate through.
- The **capabilities** that you implement with stakeholders throughout the lifecycle.
Expand All @@ -35,19 +36,44 @@ In the next few sections, we cover the basic concepts of the FinOps Framework:

## Principles

Before digging into FinOps, it's important to understand the core principles that should guide your FinOps efforts. The FinOps community developed the principles by applying their collective experience, and helps you create a culture of shared accountability and transparency.
Before digging into FinOps, it's important to understand the core principles that should guide your FinOps efforts. The FinOps community developed the principles by applying their collective experience to help you create a culture of shared accountability and transparency.

- **Teams need to collaborate** – Build a common focus on cost efficiency, processes, and cost decisions across teams that might not typically work closely together.
- **Decisions are driven by the business value of cloud** – Balance cost decisions with business benefits including quality, speed, and business capability.
- **Everyone takes ownership for their cloud usage** – Decentralize decisions about cloud resource usage and optimization, and drive technical teams to consider cost as well as uptime and performance.
- **FinOps data should be accessible and timely** – Provide clear usage and cost data quickly, to the right people, to enable prompt decisions and forecasting.
- **A centralized team drives FinOps** – Centralize management of FinOps practices for consistency, automation, and rate negotiations.
- **Business value drives technology decisions** – Balance cost decisions with business benefits including quality, speed, and business capability.
- **Everyone takes ownership for their technology usage** – Decentralize decisions about cloud resource usage and optimization, and drive technical teams to consider cost as well as uptime and performance.
- **FinOps data should be accessible, timely, and accurate** – Provide clear usage and cost data quickly, to the right people, to enable prompt decisions and forecasting.
- **FinOps should be enabled centrally** – Centralize management of FinOps practices for consistency, automation, and rate negotiations.
- **Take advantage of the variable cost model of the cloud** – Make continuous small adjustments in cloud usage and optimization.

For more information about FinOps principles, including tips from the experts, see [FinOps with Azure – Bringing FinOps to life through organizational and cultural alignment](https://azure.microsoft.com/resources/finops-with-azure-bringing-finops-to-life-through-organizational-and-cultural-alignment/).

<br>

## Scopes

FinOps scopes conceptually represent the boundaries for which you apply your FinOps efforts. Your scope indicates the usage, spend, and sustainability management area of responsibility your team covers. This area of responsibility may also identify which personas are involved and what capabilities apply. Your team's scope is generally defined by and aligned with your organization's strategic goals and operational needs.

The scope or area of responsibility of your FinOps efforts may cover multiple technologies and platforms. Examples of things that may be part of your scope include, but are not limited to:

- Public, private, and hybrid clouds.
- Data centers.
- Cloud-based services offered by third-party providers (often referred to as "SaaS providers").
- Professional services, like consulting and training.

Your scope may also be a subset of these, if you focus solely on a single technology or even service. For instance, a team that only manages SQL databases may have a smaller area of responsibility than one that manages networking infrastructure for a global, multi-national company.

Ultimately, scopes represent what your team is responsible for managing or supporting, which impacts:

- What you need to know.
- Standards and processes you may need to apply to establish consistent execution and governance.
- Metrics and key performance indicators (KPIs) you need to measure success.
- What level of adoption you should target and expect within your organization.
- If and how you might automate tasks and processes to streamline your goals.

Your scope is determined based on your organization's business and technology needs and strategy to facilitate efficient execution of your FinOps practice to achieve your FinOps goals.

<br>

## Stakeholders

FinOps requires a holistic and cross-functional approach that involves various stakeholders (or personas). They have different roles, responsibilities, and perspectives that influence how they use and optimize cloud resources and costs. Familiarize yourself with each role and identify the stakeholders within your organization. An effective FinOps program requires collaboration across all stakeholders:
Expand Down Expand Up @@ -90,7 +116,7 @@ The FinOps Framework defines a simple lifecycle with three phases:

The FinOps Framework includes capabilities that cover everything you need to perform FinOps tasks and manage a FinOps practice. Capabilities are organized into a set of related domains based on the goals of the capabilities. Each capability defines a functional area of activity and a set of tasks to support your FinOps practice.

- Understand cloud usage and cost
- Understand usage and cost

- [Data ingestion](./understand/ingestion.md)
- [Allocation](./understand/allocation.md)
Expand All @@ -105,7 +131,7 @@ The FinOps Framework includes capabilities that cover everything you need to per
- [Benchmarking](./quantify/benchmarking.md)
- [Unit economics](./quantify/unit-economics.md)

- Optimize cloud usage and cost
- Optimize usage and cost

- [Architecting for the cloud](./optimize/architecting.md)
- [Workload optimization](./optimize/workloads.md)
Expand All @@ -118,7 +144,7 @@ The FinOps Framework includes capabilities that cover everything you need to per
- [FinOps education and enablement](./manage/education.md)
- [FinOps practice operations](./manage/operations.md)
- [Onboarding workloads](./manage/onboarding.md)
- [Cloud policy and governance](./manage/governance.md)
- [Policy and governance](./manage/governance.md)
- [Invoicing and chargeback](./manage/invoicing-chargeback.md)
- [FinOps assessment](./manage/assessment.md)
- [FinOps tools and services](./manage/tools-services.md)
Expand Down
6 changes: 3 additions & 3 deletions docs-mslearn/framework/manage/education.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,11 +3,11 @@ title: FinOps education and enablement
description: This article helps you understand the FinOps education and enablement capability within the FinOps Framework and how to implement that in the Microsoft Cloud.
author: flanakin
ms.author: micflan
ms.date: 04/02/2025
ms.date: 04/04/2025
ms.topic: concept-article
ms.service: finops
ms.subservice: finops-learning-resources
ms.reviewer: micflan
ms.reviewer: kedelaro
# customer intent: As a FinOps practitioner, I want to understand the FinOps education and enablement capability so that I can implement that in the Microsoft cloud.
---

Expand All @@ -28,7 +28,7 @@ Consider marketing initiatives to drive awareness, encourage discussion, and sha

To learn from help and support initiatives, provide a direct channel to get help and support as people are learning. Be responsive and establish a feedback loop.

By formalizing FinOps education and enablement, stakeholders develop the knowledge and skills needed to effectively manage and optimize cloud usage and costs. Organizations see:
By formalizing FinOps education and enablement, stakeholders develop the knowledge and skills needed to effectively manage and optimize usage and costs. Organizations see:

- Accelerated adoption of FinOps practices, leading to improved financial performance
- Increased agility
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18 changes: 9 additions & 9 deletions docs-mslearn/framework/manage/governance.md
Original file line number Diff line number Diff line change
@@ -1,26 +1,26 @@
---
title: Cloud policy and governance
description: This article helps you understand the cloud policy and governance capability within the FinOps Framework and how to implement that in the Microsoft Cloud.
title: Policy and governance
description: This article helps you understand the policy and governance capability within the FinOps Framework and how to implement that in the Microsoft Cloud.
author: flanakin
ms.author: micflan
ms.date: 04/02/2025
ms.date: 04/04/2025
ms.topic: concept-article
ms.service: finops
ms.subservice: finops-learning-resources
ms.reviewer: micflan
# customer intent: As a FinOps practitioner, I want to understand the cloud policy and governance capability so that I can implement it in the Microsoft Cloud.
ms.reviewer: kedelaro
# customer intent: As a FinOps practitioner, I want to understand the policy and governance capability so that I can implement it in the Microsoft Cloud.
---

<!-- markdownlint-disable-next-line MD025 -->
# Cloud policy and governance
# Policy and governance

This article helps you understand the cloud policy and governance capability within the FinOps Framework and how to implement that in the Microsoft Cloud.
This article helps you understand the policy and governance capability within the FinOps Framework and how to implement that in the Microsoft Cloud.

<br>

## Definition

**Cloud policy and governance refers to the process of defining, implementing, and monitoring a framework of rules that guide an organization's FinOps efforts.**
**Policy and governance refers to the process of defining, implementing, and monitoring a framework of rules that guide an organization's FinOps efforts.**

Define your governance goals and success metrics. Review and document how existing policies are updated to account for FinOps efforts. Review with all stakeholders to get buy-in and endorsement.

Expand Down Expand Up @@ -67,7 +67,7 @@ At this point, you have a basic set of policies in place that are being managed

## Learn more at the FinOps Foundation

This capability is a part of the FinOps Framework by the FinOps Foundation, a non-profit organization dedicated to advancing cloud cost management and optimization. For more information about FinOps, including useful playbooks, training and certification programs, and more, see the [Cloud policy and governance capability](https://www.finops.org/framework/capabilities/policy-governance/) article in the FinOps Framework documentation.
This capability is a part of the FinOps Framework by the FinOps Foundation, a non-profit organization dedicated to advancing cloud cost management and optimization. For more information about FinOps, including useful playbooks, training and certification programs, and more, see the [Policy and governance capability](https://www.finops.org/framework/capabilities/policy-governance/) article in the FinOps Framework documentation.

You can also find related videos on the FinOps Foundation YouTube channel:

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14 changes: 7 additions & 7 deletions docs-mslearn/framework/manage/manage-finops.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,11 +3,11 @@ title: Manage the FinOps practice
description: Learn about the FinOps capabilities that help you establish your FinOps practice and drive organizational accountability.
author: flanakin
ms.author: micflan
ms.date: 04/02/2025
ms.date: 04/04/2025
ms.topic: conceptual
ms.service: finops
ms.subservice: finops-learning-resources
ms.reviewer: micflan
ms.reviewer: kedelaro
---

<!-- markdownlint-disable-next-line MD025 -->
Expand Down Expand Up @@ -57,15 +57,15 @@ To learn more, see [Onboarding workloads](./onboarding.md).

<br>

## Cloud policy and governance
## Policy and governance

Cloud policy and governance refer to the process of defining, implementing, and monitoring a framework of rules that guide an organization's FinOps efforts. With this capability, you identify and implement policies to support organizational goals by promoting or limiting the use of:
Policy and governance refer to the process of defining, implementing, and monitoring a framework of rules that guide an organization's FinOps efforts. With this capability, you identify and implement policies to support organizational goals by promoting or limiting the use of:

- Specific SKUs
- Resource configurations
- Other practices that might affect cost, usage, and carbon growth

To learn more, see [Cloud policy and governance](./governance.md).
To learn more, see [Policy and governance](./governance.md).

<br>

Expand Down Expand Up @@ -119,9 +119,9 @@ If you're looking for something specific, vote for an existing or create a new i

Related FinOps capabilities:

- [Understand cloud usage and cost](../understand/understand-cloud-usage-cost.md)
- [Understand usage and cost](../understand/understand-cloud-usage-cost.md)
- [Quantify business value](../quantify/quantify-business-value.md)
- [Optimize cloud usage and cost](../optimize/optimize-cloud-usage-cost.md)
- [Optimize usage and cost](../optimize/optimize-cloud-usage-cost.md)

Related products:

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6 changes: 3 additions & 3 deletions docs-mslearn/framework/manage/onboarding.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,11 +3,11 @@ title: Onboarding workloads
description: This article helps you understand the onboarding workloads capability within the FinOps Framework and how to implement that in the Microsoft Cloud.
author: flanakin
ms.author: micflan
ms.date: 04/02/2025
ms.date: 04/04/2025
ms.topic: concept-article
ms.service: finops
ms.subservice: finops-learning-resources
ms.reviewer: micflan
ms.reviewer: kedelaro
# customer intent: As a FinOps practitioner, I want to understand the onboarding workloads capability so that I can implement it in the Microsoft Cloud.
---

Expand Down Expand Up @@ -101,6 +101,6 @@ If you're looking for something specific, vote for an existing or create a new i
Related FinOps capabilities:

- [Forecasting](../quantify/forecasting.md)
- [Cloud policy and governance](./governance.md)
- [Policy and governance](./governance.md)

<br>
6 changes: 3 additions & 3 deletions docs-mslearn/framework/optimize/licensing.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,11 +3,11 @@ title: Licensing and SaaS
description: This article helps you understand the licensing and SaaS capability within the FinOps Framework and how to implement that in the Microsoft Cloud.
author: flanakin
ms.author: micflan
ms.date: 04/02/2025
ms.date: 04/04/2025
ms.topic: concept-article
ms.service: finops
ms.subservice: finops-learning-resources
ms.reviewer: micflan
ms.reviewer: kedelaro
# customer intent: As a FinOps practitioner, I want to understand the licensing and SaaS capability so that I can implement that in the Microsoft cloud.
---

Expand Down Expand Up @@ -79,7 +79,7 @@ If you're looking for something specific, vote for an existing or create a new i
Related FinOps capabilities:

- [Reporting and analytics](../understand/reporting.md)
- [Cloud policy and governance](../manage/governance.md)
- [Policy and governance](../manage/governance.md)

Related solutions:

Expand Down
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