Adaptive FinOps Guidelines for Accurate Cloud Maturity Assessment

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing FinOps practices rely on manual assessments that are prone to errors and oversights, using generic guidelines that are not tailored to individual clients, leading to inefficient and inaccurate evaluations of cloud resource usage and cost optimization.

Innovation Solution

An adaptive guideline customization and profiling system using machine learning techniques, including large language models, to generate customized FinOps guidelines and assessments based on client-specific data, historical assessments, and expert knowledge, providing tailored recommendations for improving cloud resource management.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If manual assessments are used to evaluate cloud resource usage, then human expertise and judgment can be applied, but the process is prone to errors and oversights and is time-consuming

Engineering Contradiction:
Improveassessment accuracyVSAvoidassessment time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent replaces manual mechanical assessment processes with an automated system that uses machine learning models and algorithms to evaluate cloud resource usage. The system automatically collects data, processes it through trained models, and generates assessments without human intervention, eliminating human errors while maintaining high accuracy and reducing time consumption.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The assessment system performs self-evaluation by automatically collecting cloud usage data, processing it through machine learning models, and generating maturity assessments without requiring manual human analysis. The system serves itself by autonomously completing the entire assessment workflow from data collection to recommendation generation.

Inventive Principle:
Principle #25Self-service

2Productivity

If generic guidelines are used for FinOps assessments, then the assessment process is simple and fast, but the evaluations are not tailored to individual clients and lack precision

Engineering Contradiction:
Improveassessment speedVSAvoidassessment accuracy
Core Design Contradiction:
ProductivityVSMeasurement precision

Solution Approach 1:

The patent applies local quality by customizing assessment guidelines for each individual client based on their specific cloud usage patterns, organizational structure, and FinOps maturity level. The system generates client-specific recommendations rather than applying uniform generic guidelines, ensuring high precision and relevance for each assessment while maintaining automated efficiency.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The assessment guidelines are dynamic and adapt to each client's unique characteristics. The system adjusts the assessment criteria, weightings, and recommendations based on real-time analysis of client data, allowing the guidelines to evolve and customize themselves for each assessment rather than remaining static and generic.

Inventive Principle:
Principle #15Dynamics

3Measurement precision

If detailed client-specific data collection is performed to improve assessment accuracy, then tailored recommendations can be provided, but the complexity of the assessment system increases

Engineering Contradiction:
Improveassessment accuracyVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent segments the assessment system into distinct modular components: data collection modules that gather specific client information, processing modules that analyze the data through machine learning models, and output modules that generate recommendations. This segmentation allows the system to handle detailed client-specific data efficiently without overwhelming complexity, as each module performs a specific function independently.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system introduces intermediary machine learning models that act as mediators between raw client data and assessment conclusions. These models process and interpret detailed client-specific data, transforming complex information into structured insights that drive accurate assessments and recommendations, thereby managing system complexity through intelligent intermediation.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS20260073320A1Adaptive guideline customization and profiling for tailored assessments
Publication Date: 2026.03.12 KYNDRYL INC
  • US20260073320A1 patent drawing
  • US20260073320A1 patent drawing
  • US20260073320A1 patent drawing

AI summary

A computer-implemented method includes: generating, by a computing device, a set of customized guidelines using at least user data and a current set of known guidelines; improving, by the computing device, the set of customized guidelines using a refined customer profile including user data of a current client; providing, by the computing device, a maturity assessment of the current client using the improved set of customized guidelines and known maturity assessments; and providing a recommendation to the current client based on the improved set of customized guidelines and maturity assessment.