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FinOps Personas

Implementing FinOps requires many stakeholders, or Personas, in an organization to work collaboratively with the FinOps team. It is not only the FinOps team who perform FinOps activities. All FinOps Personas involved in using, tracking, managing, or directing the use of cloud will benefit from working together using the FinOps Framework as an operating model.

Personas represent broad stakeholder groups that must collaborate, not individual people. In a complex organization, a FinOps Persona may represent many people in a variety of related roles or job titles. And in very small organizations, a single person may perform the duties of multiple FinOps Personas. Each has an important part to play in supporting FinOps.

Core Personas

Within most organizations, there are Personas who will always be involved in the practice of FinOps. These Core Personas provide all of the organizational disciplines to successfully use cloud effectively. Each Persona has a role to play in the organization as well as in the practice of FinOps, and each has perspectives, challenges, metrics and outcomes they seek that may be slightly different from other Personas.

Allied Personas

Organizations may also have roles that are not directly involved in the practice of FinOps. These Allied Personas work within traditional or emerging disciplines – including Sustainability, ITAM, ITFM/TBM, Security, and ITSM/ITIL – and may need to coordinate with FinOps Practitioners. Their roles align with the "Intersecting Disciplines" Framework Capability which outlines where their activities intersect with FinOps.

ITAM

IT Asset Management teams, when they exist, collaborate with FinOps, Finance, and Procurement to achieve efficiency, transparency, and value in managing IT assets, ensure compliance in IT asset contracts, and balance purchase decisions in ways that support strategic business objectives.

Responsibilities intersecting with FinOps include:

  • Asset Discovery and Inventory
  • Asset Auditing and Compliance
  • License Management
  • Cost Analysis and Optimization
  • Documentation and Reporting
  • Stakeholder Collaboration

ITFM

IT Financial Management, when it operates separately from Finance, is responsible for collaborating with FinOps to collect, categorize, and report upon, and provide transparency into IT spending, ensuring that technology spending is clearly recorded, aligned with business priorities, cost-effective, and mapped to measurable value.

Responsibilities intersecting with FinOps include:

  • Budgeting and Forecasting Support
  • Cost Accounting & Optimization
  • Financial Analysis
  • Investment Prioritization
  • Financial Reporting
  • Continuous Process Improvements
  • Documentation and Reporting
  • Stakeholder Collaboration

Sustainability

Sustainability teams, when they exist, collaborate with FinOps to ensure the use of technology is well understood in order to support organization efforts to optimize for environmental impact, drive accountability, and accelerate progress towards broader sustainability goals.

Responsibilities intersecting with FinOps include:

  • Optimization for Sustainable Initiatives
  • Waste Reduction Focus
  • Policy and Compliance
  • Efficiency and Optimization Analysis
  • Documentation and Reporting
  • Stakeholder Collaboration

ITSM / ITIL

IT Service Management collaborates with FinOps to standardize and streamline IT service operations, improve service quality and reliability, and ensure that technology services meet agreed-upon service levels and performance targets are balanced against cost management priorities.

Responsibilities intersecting with FinOps include:

  • Service Design and Architecture
  • Service Operation & Improvement
  • Service Level Monitoring & Management
  • Change Management
  • Cost Analysis and Optimization
  • Documentation and Reporting
  •  Stakeholder Collaboration

Security

IT Security collaborates with FinOps to leverage insights to partner on transparency of usage in both operational and security domains, to optimize security spending, to improve IT Security financial governance, and to strengthen the organization's overall cloud security posture.

Responsibilities intersecting with FinOps include:

  • Monitoring and Anomaly Response
  • Anomaly Investigation and Analysis
  • Policy and Compliance
  • Identity and Access Management
  • Documentation and Reporting
  • Stakeholder Collaboration