Any IT project like desktop virtualization that is of strategic value to your organization requires a thorough analysis to reap the maximum benefits. The Citrix Desktop Transformation Model (DTM) has a three-phased approach – Assess, Design, and Deploy – to help accelerate your success with desktop virtualization initiative.

The Assess phase is a key first step in the process to analyze your current environment and to choose the right solution to meet your business requirements. Regardless of the size of your organization, it is crucial not to bypass the Assessment phase. It has the following components:

  • Identifying business priorities: Having clarity on the strategic imperatives of your overall business allows you to use the technology to help meet the business priorities. This exercise is done jointly with IT decision makers and the representatives of various business units in your organization.
  • Establishing time to value: Understanding the current environment helps you identify technical requirements and determine which user groups can benefit from the new environment fastest. It also helps you to scope out the time needed for technical implementation and the amount of testing required.
  • Developing a technology roadmap: Having a complete, end-to-end project plan allows you to identify all the issues in advance and reduce the associated risks. Phased deployment is recommended assisted with Gantt charts that establish milestones and project dependencies.

If you are working on Windows 7 migration project, the Assessment phase of DTM methodology provides you with the tools and templates required for a successful deployment.

  • You can leverage the desktop transformation business survey on to map out business priorities driving the Windows 7 migration in your organization.
  • When establishing time to value on Windows 7 project, it must be first understood that users are unique, applications have different requirements, and virtual desktop modalities have different strengths and limitations. However, you can gather this information as part of Assessment phase by focusing on: user segmentation, endpoint hardware assessment, and application management.
  1. User segmentation – the goal here is to assess all the users and align their work habits and requirements with appropriate desktop delivery technology. Typical segments include task workers, guest workers, remote workers, LAN-based office workers and such. During the process of user segmentation, logical groupings will begin to take shape based on common requirements and workflows. Citrix XenDesktop with FlexCast delivery technology enables you to deliver every type of virtual desktop, hosted or local, optimized to meet the performance, security and mobility requirements of each individual user.
  2. Endpoint hardware assessment – in addition to user segmentation, an understanding of the device technology is required. The goal here is to assess user’s device capability to determine if and how it can be utilized after migrating to Windows 7 platform. The analysis should focus on the CPU, memory and network connection speed to the datacenter. Based on the endpoint hardware assessment, you can decide if the device needs to be reused, repurposed, and / or replaced.
  3. Application management – when migrating to a new OS, Windows 7 included, a major challenge is to validate if the applications continue to function on the new OS as before. Citrix AppDNA can help you explore application management options by providing insightful information about application portfolios with a highly accurate application testing, compatibility, and remediation process.
  • And finally, building a project roadmap with final architecture that encompasses all use cases is key to minimize the redesign and rework. Once the assessment and end-to-end architecture are compete, the migration can continue by creating a standardized Windows 7 desktop image, identifying and creating an optimized profile environment, building the appropriate support resources for the users, and migrating the user data and settings into the new virtualized environment.
  • As a major initiative with implications throughout the organization, the implementation of desktop virtualization requires a well thought out strategy, comprehensive assessment, and planning.