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Getting started with Archera is straightforward and designed to have you optimizing costs within minutes. Follow this guide to set up your account and begin your cloud cost optimization journey.

Prerequisites

Before getting started, ensure you have:

Cloud Account Access

Account Permissions
  • Cloud account with billing access (AWS, Azure, or GCP)
  • Ability to create necessary integrations
  • Cost and usage data access

Cost Visibility Setup

Cost Management Tools
  • AWS: Cost and Usage Reports (CUR) configured
  • Azure: Cost Management + Billing enabled
  • GCP: Billing export configured
  • Basic understanding of your spending patterns

Basic Understanding

Cloud Knowledge
  • Familiarity with your cloud services
  • Understanding of your workload patterns
  • Desire to optimize cloud costs

Baseline Analysis

Current State Knowledge
  • Knowledge of top spending services
  • Understanding of usage patterns
  • Existing cost monitoring practices
Recommended: Set up native cost management tools (AWS Cost Explorer, Azure Cost Management, GCP Billing) before connecting to Archera. This provides baseline understanding and enables better optimization decisions.

Step 1: Create Your Archera Account

1

Navigate to Archera

Go to app.archera.ai and click “Sign Up” to create your accountArchera Signup
2

Provide Account Details

Enter your email, create a password, and provide basic organization information
3

Verify Your Email

Check your inbox for a verification email and click the confirmation link
4

Complete Profile Setup

Add your name, role, and organization details to complete your profile

Step 2: Connect Your Cloud Provider

Once your account is created, you’ll need to connect your cloud environment. Archera supports AWS, Azure, and Google Cloud Platform. Choose Provider

Cloud Provider Integration

Archera uses secure, native integration methods for each cloud provider:
CloudFormation Deployment:
  1. Launch CloudFormation Stack: Pre-configured template for secure integration
  2. IAM Role Creation: Read-only role for cost analysis
  3. Minimal Permissions: Only cost optimization permissions
  4. No Infrastructure Access: Never accesses running workloads CloudFormation Screenshot
Service Principal Setup:
  1. App Registration: Create service principal in Azure AD
  2. Reader Permissions: Billing and cost management access
  3. Secure Connection: OAuth-based authentication
  4. Cost Data Only: No access to operational resources
Service Account Configuration:
  1. Service Account: Create dedicated service account
  2. Billing Permissions: Cloud billing and asset inventory access
  3. JSON Key: Secure key-based authentication
  4. Read-Only Access: No modification permissions
Required Data Access:
  • Cost and Usage Data: To analyze spending patterns
  • Resource Information: To recommend appropriate commitments
  • Billing Information: To calculate potential savings
What Archera NEVER Accesses:
  • Your application data or workloads
  • Running instances or services
  • Security configurations
  • Any operational infrastructure

Connection Process

1

Select Cloud Provider

Choose your cloud provider (AWS, Azure, or Google Cloud) from the integration options
2

Follow Provider Instructions

Each provider has specific integration steps guided by the platform
3

Review Permissions

Review the access permissions that will be granted
4

Complete Integration

Confirm the connection and verify successful integration

Step 3: Initial Cost Analysis

After connecting your cloud account, Archera will begin analyzing your usage:
Onboarding Process: Connection is completely free and purely to access your billing data so Archera can make accurate recommendations based on your actual usage numbers. After connecting, it takes 24-48 hours to unlock the full platform as historical data is processed.

Data Processing Timeline

Initial Connection

5-10 Minutes
  • Account connection verification
  • Basic cost data import
  • Infrastructure discovery

Full Platform Access

24-48 Hours
  • Historical usage analysis
  • Savings opportunity identification
  • Complete platform functionality unlocked

What You’ll See First

Once initial processing completes, you’ll have access to: Immediate Savings Analysis
  1. Immediate Savings Analysis: Quick wins for covering on-demand usage with short-term commitments
  2. Commitment Planner: Three default strategies (Recommended, Balanced, High Savings)
  3. Cost Dashboard: Overview of your current spending and optimization opportunities

Step 4: Explore Your Savings Opportunities

Immediate Savings Analysis

Your first view will show immediate opportunities to cover on-demand usage with 30-day commitments:
  • Stop the Bleeding: Identify on-demand resources that should have commitments
  • Quick Implementation: Apply 30-day commitments for immediate savings
  • Risk-Free Start: Begin optimization without long-term commitments

Commitment Planner

Explore three pre-configured commitment strategies: Default Commitment Plans
Focus: Optimal balance of savings and flexibility
  • All reservable services included
  • Mix of 30-day and 1-year commitments
  • Most popular choice for ongoing optimization
Focus: Maximum cost reduction
  • 3-year commitments with upfront payments
  • Highest savings potential
  • Reduced flexibility, maximum discounts

Step 5: Implement Your First Plan

Applying a Commitment Plan

1

Select Your Strategy

Choose from Recommended, Balanced, or High Savings plans
2

Review Details

Click “View Details” to see specific commitments and covered infrastructure
3

Customize if Needed

Edit individual line items or create custom plans as desired
4

Apply Plan

Click “Apply Plan” to implement your chosen strategy and start saving

Setting Up Automation (Optional)

Enable automation policies for hands-off optimization: Automation Toggle
  1. Configure Thresholds: Set minimum savings amounts to trigger automation
  2. Choose Cadence: Select weekly, monthly, or quarterly evaluation
  3. Monitor Performance: Track automated savings and adjust as needed
  4. Maintain Control: Cancel or modify policies anytime
Automation Modal

Step 6: Ongoing Management

Platform Features

Once you’re up and running, take advantage of:

Custom Plan Creation

Build Your Own Strategy
  • Create plans tailored to your needs
  • Mix commitment types and terms
  • Save and share plans with your team

Performance Monitoring

Track Your Success
  • Monitor utilization and savings
  • View breakeven timelines
  • Analyze coverage across services

Team Collaboration

Multi-User Support
  • Invite team members
  • Set permissions and roles
  • Share plans and reports

API Integration

Programmatic Access
  • REST API for custom integrations
  • Export data for reporting
  • Automate workflows

Support and Resources

Getting Help

Best Practices

  1. Start Small: Begin with 30-day commitments to understand the platform
  2. Monitor Regularly: Review savings and utilization weekly
  3. Use Automation: Enable policies once comfortable with manual optimization
  4. Plan Ahead: Consider business changes when selecting commitment terms
Onboarding Complete

Security and Compliance

Archera maintains enterprise-grade security:
  • SOC 2 Type II Compliance: Audited security controls and processes
  • Least Privilege Access: Minimal required permissions for cost optimization
  • No Data Storage: Cost data processed in real-time, not stored
  • Encryption: All data transmitted using industry-standard encryption
Free Platform: Archera’s platform is completely free to use. Connection is purely to access billing data for accurate recommendations. There are no hidden fees, and you keep 100% of your optimized savings. Full platform access is available 24-48 hours after connecting your cloud account.

Ready to Start Optimizing?

Have questions about getting started? Contact our team for personalized onboarding assistance.

Additional Resources

Workshop Content

For hands-on learning, check out the official AWS Workshop on cost optimization with Archera:

AWS Cost Optimization Workshop

Interactive workshop covering:
  • Understanding commitment-based discounts
  • Leveraging 30-day commitments
  • Hands-on platform experience
  • Best practices for optimization