PHASE 03 // IMPLEMENT

recfo@implement:~/runbooks/s5-05
S5-05 · Optimize Usage & Cost · Usage Optimization

Establish Triage & Review

Why

Not all recommendations are valid. Triage filters noise so engineers receive actionable tickets. An architect review gate for complex items prevents technically unsound recommendations from causing outages (e.g., rightsizing a database during peak season).

What

Define a two-stage review process: FinOps triage (filter noise, validate savings) → architect review (for complex/risky changes).

How

Define Triage Criteria

Triage DecisionCriteriaAction
Auto-approveSimple, low-risk, <$500 savingsAssign directly to team
FinOps reviewMedium complexity, $500–$5K savingsFinOps validates, then assigns
Architect reviewComplex change, >$5K savings, or production-criticalArchitect reviews feasibility
RejectFalse positive, already addressed, or not worth effortClose ticket with reason

Establish Weekly Triage Meeting

30–60 minutes weekly. FinOps practitioner walks through new tickets, classifies each, and assigns or escalates. Architect joins for complex items (15–30 min per item).

Track Triage Metrics

Track: tickets triaged per week, rejection rate (target <30%), time from ingestion to assignment, backlog age.

Deliverable Checklist

  • Triage criteria defined (auto-approve / review / architect / reject)
  • Weekly triage meeting scheduled
  • Triage metrics tracked