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AWS SOA-C02 Drill: Cost Optimization - Balancing Utilization and Availability

Jeff Taakey
Author
Jeff Taakey
21+ Year Enterprise Architect | AWS SAA/SAP & Multi-Cloud Expert.

The Jeff’s Note (Contextual Hook)
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Jeff’s Note
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Unlike generic exam dumps, ADH analyzes this scenario through the lens of a Real-World Site Reliability Engineer (SRE).

For SOA-C02 candidates, the confusion often lies in mixing scaling with rightsizing. In production, this is about knowing exactly when reducing instance size is appropriate versus impacting availability or design constraints. Let’s drill down.

The Certification Drill (Simulated Question)
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Scenario
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VelocityBank is a financial services company managing a critical payments application running on three Amazon EC2 instances — each positioned in a different Availability Zone to ensure high availability. The SysOps team has reviewed AWS Trusted Advisor reports and noticed all these EC2 instances show up under the Low Utilization Amazon EC2 Instances check. The team wants to reduce operational costs but must not compromise the payment application’s fault tolerance or architecture.

The Requirement:
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Reduce costs by addressing underutilized EC2 instances without affecting the multi-AZ availability design of the payments application.

The Options
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  • A) Decrease the number of application servers from three to fewer instances.
  • B) Use AWS Cost Explorer rightsizing recommendations to rightsize the EC2 instances to a smaller footprint.
  • C) Deploy an Application Load Balancer in front of the existing application servers.
  • D) Increase the instance size (scale up) of the existing application servers.

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Correct Answer
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B

Quick Insight: The SysOps Imperative
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  • Efficient cost optimization focuses on rightsizing — selecting the optimal instance size to meet workload demands at minimal expense without altering architectural resilience.
  • Reducing instance count (Option A) would break high-availability design.
  • Introducing load balancing (Option C) doesn’t reduce costs—it’s already assumed or would add cost.
  • Scaling up (Option D) increases cost, opposite of the goal.

Content Locked: The Expert Analysis
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You’ve identified the answer. But do you know the implementation details that separate a Junior from a Senior?


The Expert’s Analysis
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Correct Answer
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Option B

The Winning Logic
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Rightsizing the EC2 instances based on utilization metrics is the best approach for cost savings without affecting the application design. Trusted Advisor’s low utilization check flags instances with significant unused capacity. By referencing Cost Explorer’s rightsizing recommendations, you can select smaller instance types that still satisfy CPU, memory, and network requirements while preserving the deployment of three instances in three Availability Zones — ensuring fault tolerance remains intact.

The Trap (Distractor Analysis):
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  • Why not A? Reducing the number of servers from three to fewer compromises the high availability design that spans multiple AZs, risking downtime during AZ failure.
  • Why not C? Adding an Application Load Balancer is good practice for distributing traffic, but it does not reduce EC2 instance costs and incurs additional charges. Also, the scenario implies the ALB is already in place or out of scope for cost reduction.
  • Why not D? Increasing instance size (scaling up) increases costs and contradicts the goal of cost reduction, despite potentially improving performance.

The Technical Blueprint
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Relevant CLI snippet showing how to retrieve rightsizing recommendations via Cost Explorer:

aws ce get-rightsizing-recommendation \
    --service "AmazonEC2" \
    --service-usage-type "EC2: Running Hours" \
    --next-token "String" \
    --page-size 10

This command outputs detailed recommendations about better-fit instance sizes based on historical utilization, enabling you to confidently downsize EC2 instances.


The Comparative Analysis
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Option Operational Overhead Automation Level Impact on Availability Cost Impact
A Medium Low Compromises multi-AZ HA Reduce compute cost but increases risk of downtime
B Low High (Using CE) Preserves multi-AZ HA Lowers costs effectively without impacting design
C Medium Medium Maintains HA Adds cost, no direct savings
D Low Low Maintains HA Increases costs, opposite goal

Real-World Application (Practitioner Insight)
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Exam Rule
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“For the exam, always pick rightsizing when you see low utilization flags along with multi-AZ requirements.”

Real World
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“In production, rightsizing paired with Trusted Advisor + Cost Explorer recommendations is one of the fastest wins for reducing cloud expenses without architectural compromises. Simply removing instances or scaling up without data-driven analysis can cause outages or budget overruns.”


(CTA) Stop Guessing, Start Mastering
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Disclaimer

This is a study note based on simulated scenarios for the AWS SOA-C02 exam.

The DevPro Network: Mission and Founder

A 21-Year Tech Leadership Journey

Jeff Taakey has driven complex systems for over two decades, serving in pivotal roles as an Architect, Technical Director, and startup Co-founder/CTO.

He holds both an MBA degree and a Computer Science Master's degree from an English-speaking university in Hong Kong. His expertise is further backed by multiple international certifications including TOGAF, PMP, ITIL, and AWS SAA.

His experience spans diverse sectors and includes leading large, multidisciplinary teams (up to 86 people). He has also served as a Development Team Lead while cooperating with global teams spanning North America, Europe, and Asia-Pacific. He has spearheaded the design of an industry cloud platform. This work was often conducted within global Fortune 500 environments like IBM, Citi and Panasonic.

Following a recent Master’s degree from an English-speaking university in Hong Kong, he launched this platform to share advanced, practical technical knowledge with the global developer community.


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