Triage: FinOps Tactic Modeler tool submission with research and proposed solutions

[Copilot]

Overview

This PR provides comprehensive triage analysis for the FinOps Tactic Modeler tool submission issue. The tool is a spreadsheet-based tracker for 100+ public cloud optimization tactics, helping FinOps practitioners identify and track savings opportunities.

Triage Analysis

Based on extensive research from Microsoft Learn documentation, the FinOps Tactic Modeler aligns with the FinOps Framework's Optimize usage and cost domain, specifically supporting:

• Workload Optimization - Ensuring cloud services maximize business value while minimizing waste
• Rate Optimization - Obtaining reduced rates through commitment discounts and pricing strategies
• Benchmarking - Tracking KPIs and measuring performance against organizational goals

The tool complements existing toolkit offerings:

• Cost Optimization Workbook - Azure Monitor workbook with automated recommendations
• Workload Optimization Power BI Report - Resource utilization insights
• Rate Optimization Power BI Report - Commitment discount tracking
• Azure Optimization Engine - Custom optimization recommendations

Recommended Solution: Hybrid Phased Approach

Phase 1 (Immediate): Documentation Integration

• Add tool to toolkit documentation as a community resource
• Provide usage guidance and integration examples
• Create easy access for FinOps practitioners
• Effort: Low | Value: Medium | Timeline: Immediate

Phase 2 (Future): Open Data Integration

• Convert 100+ tactics to structured CSV/JSON format
• Add to the toolkit's open data repository
• Enable programmatic access and Power BI integration
• Effort: Medium | Value: High | Timeline: 1-2 sprints

Research Foundation

This analysis is based on 15+ authoritative Microsoft Learn sources covering:

• FinOps Framework capabilities and lifecycle
• Azure Well-Architected Framework cost optimization guidance
• Existing toolkit tools and integration patterns
• Best practices for compute, databases, web, and general resources
• FinOps tools and services selection criteria

All recommendations align with FinOps Framework principles emphasizing collaborative decision-making, tool integration, and maximizing cloud business value.

Benefits

✅ Immediate community value - Phase 1 provides instant access
✅ Standards-aligned - Matches FinOps Framework guidance on tool selection
✅ Low maintenance - Tool owner maintains ownership and evolution
✅ Future extensibility - Phase 2 enables programmatic use cases
✅ Complementary - Fills gap in multi-cloud tactic tracking

Deliverables

Four comprehensive documents created in /tmp/:

1. Full Triage Response (16KB) - Complete analysis with 4 integration options, comparison matrix, and citations
2. Issue Comment (5.6KB) - Ready-to-post stakeholder summary with clear next steps
3. Quick Reference Guide (12KB) - Visual diagrams, timelines, and implementation roadmap
4. Executive Summary (6.7KB) - High-level overview for decision makers

Next Steps

Tool Owner: Confirm approach alignment, share spreadsheet for review, provide documentation
Toolkit Team: Assign onboarding lead, schedule discovery meeting, create implementation tasks
Technical Review: Validate content quality, cloud provider coverage, and toolkit alignment

Citations

Key references from Microsoft Learn:

• Workload Optimization
• Rate Optimization
• FinOps Tools and Services
• FinOps Toolkit Overview
• Open Data

Full citation list with 15+ sources included in triage documents.

Original prompt

---

This section details on the original issue you should resolve

<issue_title>FinOps Tactic Modeler</issue_title>
<issue_description>### Are you submitting your tool or someone else's?

I'm submitting a tool that I own.

Tool ownership responsibilities (only applicable to tool owners)

• I acknowledge the responsibilities of a technical lead and agree to serve in this role for the proposed tool upon its approval.

Tool name

FinOps Tactic Modeler

Description

This is a spreadsheet-based tool that identifies and tracks various public cloud optimization tactics for FinOps with over 100 optimization tactics.

Use case

The identification and tracking of savings for optimization tactic for FinOps practitioners.

Services used

None

Dependencies

Must have access to a spreadsheet application.</issue_description>

<agent_instructions>Triage the issue, research using mslearn, provide proposed solutions along with links/citations to authorative sources.</agent_instructions>

Comments on the Issue (you are @copilot in this section)

Fixes #1582

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