Getting Started

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Welcome. This guide will walk you through everything needed to get your audit set up and completed.

The process is simple and typically takes just a few minutes.

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Overview

Your audit is designed to:

• Identify where your cloud spend is going
• Find areas of wasted or inefficient usage
• Provide a clear, prioritized plan to reduce costs

Once onboarding is complete, the audit runs independently and is delivered within 7 days (most are completed in 3–5 days).

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Step 1: Choose How to Provide Access

To run the audit, you can choose between:

• Providing read-only AWS access (recommended)
• Exporting and sharing cost data

See: Which Option Should I Choose?

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Step 2: Set Up Access

Follow the instructions for your chosen option:

• Provide access -> AWS Read-Only IAM Role Setup
• Export data -> Export AWS Cost & Usage Data

Detailed, step-by-step instructions are provided for both options.

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Step 3: Complete Onboarding

During your onboarding call, we will:

• Confirm your system at a high level
• Set up or verify access
• Identify any constraints

This takes about 15–20 minutes.

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What Happens Next

After onboarding:

1. The audit begins immediately
2. Your system is analyzed
3. A structured report is generated
4. Results are delivered within 7 days

See: What Happens During the Audit

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What You’ll Receive

Your audit includes:

• A breakdown of your cloud costs
• Identified cost-saving opportunities
• A prioritized action plan
• Clear next steps for implementation

See: What You’ll Receive

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Need Help?

If you’re unsure which option to choose or run into any issues, we can walk through everything during your onboarding call.

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Security

The audit is designed to be safe and non-invasive:

• Read-only access only
• No changes to your system
• No access to application data

See: Security & Data Handling

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