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Pre-Implementation Checklist

The following table lists the checklist items that you should review and prepare for prior to beginning your Flexera One Cloud Cost Optimization implementation.

RequirementReady (Yes | No)
Compile a complete list of cloud providers to connect.Yes | No
Review bill data connections for these cloud providers. For information, see Bill Data Connections.Yes | No
Review cloud telemetry connections for these cloud providers. For information, see Cloud Telemetry Connections.Yes | No
Understand the current tagging strategy and coverage.Yes | No
Gather details of Enterprise Discount Program (EDP).Yes | No
Decide the base currency for this implementation and foreign exchange rates which should be applied.Yes | No
List the adjustments to the cloud bill which need to be applied.Yes | No
List chargeback/showback processes.Yes | No
Define levels at which cloud cost needs to be consolidated and applicable allocation rules for cost. For example, allocate cost by tags or by subscription or other applied/exception rules.Yes | No
List the users and access which these users should have to the data. Consider creating Groups for users.Yes | No
Plan the Cloud Cost Optimization strategy.Yes | No
Apply Flexera policies with appropriate parameters to identify optimization opportunities.Yes | No
List the Dashboards which are desired.Yes | No
Define the budget tracking and forecasting process.Yes | No
List external tools which might need to be integrated with Cloud Cost Optimization to work within your technology estate. Cloud Cost Optimization APIs enable a very wide range of inbound and outbound integration. For information, see Cloud Cost Optimization API Capabilities.Yes | No