|
Below is a summary of the results of four
scenarios from the HCR Windows 7 ROI tool.
These results can be duplicated using the
free basic edition of the tool and can be used
to view more extensive details of the costs,
benefits, enabling features, and research
supporting the findings. |
|
|
|
|
|
|
|
|
Characteristics of the 4 Scenarios |
0.575203789 |
0.575203789 |
0.9 |
|
|
Scenario Characteristics (key cost/benefit
drivers) |
Cost
Conscious |
Modernization Focused |
Balanced |
Progressive |
|
|
Organization objective |
Minimize investment |
Invest into improving PC manageability & user
productivity |
Typical organization characteristics |
Maintain technology leadership |
|
|
Current IT Maturity |
Basic (1) |
Basic (1) |
Standardized (2) |
Rationalized+ (3) |
|
|
Infrastructure Upgrades |
No |
Yes |
Minor |
Minor |
|
|
Current Windows OS Version |
XP |
XP |
XP / Vista Mix |
Vista |
|
|
Primary User Types |
Task Worker |
Mix |
Mix |
Info Worker |
|
|
Feature Usage/Adoption |
Basic feature use |
High |
Moderate |
High
(incl. adv features) |
|
|
Labor
Costs |
Moderate |
Average |
Average |
High |
|
|
Hardware Age |
Older |
Older |
Newer |
Mostly New |
|
|
Application Age |
Older |
Older |
Mix |
Modern |
|
|
Software Licensing |
No SA |
No SA |
SA (incl. MDOP) |
SA (incl. MDOP) |
|
|
Image/App/Device Testing Thoroughness |
Light testing |
Moderate |
Moderate |
Thorough |
|
|
Upgrade Method |
Manual |
Automated |
Semi-auto'd |
Automated |
|
|
Upgrade Strategy |
Follow Refresh |
Big Bang/ Forklift |
Compressed Refresh |
In-Place Upgrades |
|
|
|
|
|
|
|
|
Summary - 3 Year Total |
|
0 |
0 |
0 |
|
The table and graph summarize the costs and
benefits of the 4 scenarios and calculates ROI,
NPV, IRR, and payback period.
The results shown are average per PC over
3 years. |
|
|
|
Cost Conscious |
Modernize |
Balanced |
Progressive |
|
|
ROI - Total |
155% |
123% |
210% |
452% |
|
|
ROI - Direct Only |
29% |
-2% |
24% |
41% |
|
|
Costs |
$
331 |
$
1,021 |
$
613 |
$
399 |
|
|
Benefits - Total |
$
843 |
$
2,276 |
$
1,899 |
$
2,205 |
|
|
Benefits - Direct Only |
$
426 |
$
996 |
$
759 |
$
564 |
|
|
Net Benefits - Total |
$
512 |
$
1,255 |
$
1,286 |
$
1,806 |
|
|
Net Benefits - Direct Only |
$
95 |
$
(24) |
$
146 |
$
165 |
|
|
 |
|
|
|
|
|
|
|
|
Benefit Summary |
|
|
|
|
|
|
Below are the benefits enabled by the initiative
(per PC per year).
More detailed calculations can be found
on the green benefit worksheets in the tool.
|
|
|
|
Cost Conscious |
Modernize |
Balanced |
Progressive |
|
|
IT Labor
and Services Benefits |
$
90 |
$
222 |
$
162 |
$
126 |
|
|
Infrastructure
& 3rd-Party Software Cost Avoidance |
$
10 |
$
40 |
$
36 |
$
35 |
|
|
Other
Non-Labor Direct Cost Savings |
$
42 |
$
70 |
$
55 |
$
28 |
|
|
User PC
Management Labor |
$
80 |
$
231 |
$
206 |
$
253 |
|
|
Other
Productivity Benefits |
$
59 |
$
196 |
$
174 |
$
294 |
|
|
Total - Annual |
$
281 |
$
759 |
$
633 |
$
735 |
|
|
Total - 3 Year |
$
843 |
$
2,276 |
$
1,899 |
$
2,205 |
|
|
|
 |
|
|
|
|
|
|
|
|
|
Benefit Details (Annualized) |
|
|
|
|
|
|
|
Cost Conscious |
Modernize |
Balanced |
Progressive |
|
|
IT Labor and Services Benefits |
|
|
|
|
|
|
PC Engineering Services |
$
19 |
$
53 |
$
39 |
$
31 |
|
|
Application Management |
$
14 |
$
40 |
$
30 |
$
23 |
|
|
Security |
$
6 |
$
16 |
$
11 |
$
7 |
|
|
Service Desk (Helpdesk) |
$
12 |
$
26 |
$
18 |
$
13 |
|
|
|
Deskside (On-Site) Support |
$
31 |
$
69 |
$
48 |
$
33 |
|
|
Administration & Other |
$
- |
$
- |
$
- |
$
- |
|
|
Client Application Development |
$
7 |
$
19 |
$
16 |
$
19 |
|
|
Total |
$
90 |
$
222 |
$
162 |
$
126 |
|
Infrastructure & 3rd-Party Software Cost
Avoidance |
|
|
|
|
Security SW/Infrastructure Cost Avoidance |
$
2 |
$
15 |
$
13 |
$
12 |
|
|
PC Management SW/Infrastructure Cost Avoidance |
$
3 |
$
14 |
$
13 |
$
12 |
|
|
Deployment SW/Infrastructure Cost Avoidance |
$
2 |
$
5 |
$
5 |
$
4 |
|
|
Productivity SW/Infrastructure Cost Avoidance |
$
2 |
$
6 |
$
5 |
$
6 |
|
|
Total |
$
10 |
$
40 |
$
36 |
$
35 |
|
Other Non-Labor Direct Cost Savings |
|
|
|
|
|
Reduce Power/Electricity Usage Costs |
$
8 |
$
14 |
$
12 |
$
6 |
|
|
Reduce/Avoid Travel & Commuting Expenses |
$
5 |
$
11 |
$
9 |
$
5 |
|
|
Other Direct Benefits |
$
2 |
$
5 |
$
5 |
$
5 |
|
|
Reduce Future Windows 8 Upgrade Costs |
$
27 |
$
41 |
$
29 |
$
11 |
|
|
Total |
$
42 |
$
70 |
$
55 |
$
28 |
|
User PC Management Labor |
|
|
|
|
|
|
Support & Self-Help |
$
31 |
$
82 |
$
74 |
$
88 |
|
|
Downtime, Recovery and Rework |
$
13 |
$
30 |
$
27 |
$
33 |
|
|
Security & Privacy |
$
16 |
$
65 |
$
54 |
$
50 |
|
|
Performance |
$
19 |
$
54 |
$
51 |
$
82 |
|
|
Total |
$
80 |
$
231 |
$
206 |
$
253 |
|
Other Productivity Benefits |
|
|
|
|
|
|
Mobility & Remote Connectivity |
$
13 |
$
48 |
$
42 |
$
53 |
|
|
Navigate and Organize |
$
17 |
$
55 |
$
51 |
$
124 |
|
|
Communication & Collaboration |
$
2 |
$
7 |
$
6 |
$
8 |
|
|
Search, Access, & Analysis |
$
26 |
$
81 |
$
69 |
$
93 |
|
|
Other |
$
2 |
$
6 |
$
5 |
$
16 |
|
|
Total |
$
59 |
$
196 |
$
174 |
$
294 |
|
Benefits By Product |
|
|
|
|
|
|
Win 7 |
$
281 |
$
703 |
$
583 |
$
661 |
|
|
MDOP |
$
- |
$
56 |
$
50 |
$
74 |
|
|
Total |
$
281 |
$
759 |
$
633 |
$
735 |
|
|
|
|
|
|
|
|
Cost (Investment) Summary |
|
|
|
|
|
|
Below are the initial
design/development/deployment and added annual
on-going costs required to fully deploy, adopt
and support the initiative.
Additional details can be found below and
on the "Cost" worksheets in the tool. |
|
|
|
Cost Conscious |
Modernize |
Balanced |
Progressive |
|
|
Windows 7 |
|
|
|
|
|
|
Design,
Engineering, & Mgmt |
$
21 |
$
55 |
$
43 |
$
20 |
|
|
Hardware
/ Infrastructure Costs |
$
4 |
$
275 |
$
11 |
$
8 |
|
|
Windows
7 License Costs |
$
- |
$
153 |
$
153 |
$
153 |
|
|
Compat
Testing & Remediation |
$
200 |
$
171 |
$
128 |
$
43 |
|
|
End-User
Labor Costs |
$
45 |
$
197 |
$
131 |
$
43 |
|
|
IT
Training & Help Desk Costs |
$
20 |
$
31 |
$
22 |
$
13 |
|
|
Installation/Deployment
Labor |
$
- |
$
12 |
$
11 |
$
7 |
|
|
Risk |
$
40 |
$
64 |
$
53 |
$
43 |
|
|
Total |
$
331 |
$
959 |
$
553 |
$
329 |
|
|
 |
|
|
MDOP |
|
|
|
|
|
|
Hardware |
$
- |
$
9 |
$
9 |
$
11 |
|
|
Software |
$
- |
$
30 |
$
30 |
$
30 |
|
|
IT Labor |
$
- |
$
21 |
$
20 |
$
27 |
|
|
User
Labor |
$
- |
$
1 |
$
1 |
$
2 |
|
|
Total |
$
- |
$
62 |
$
60 |
$
70 |
|
Total Costs |
$
331 |
$
1,021 |
$
613 |
$
399 |
|
|
|
|
|
|
|
|
Windows 7 Cost Metrics |
|
|
|
|
|
|
|
Cost Conscious |
Modernize |
Balanced |
Progressive |
|
Upgrade Strategy |
|
|
|
|
|
|
Upgrade with hardware refresh (HW would be
replaced regardless of Win 7) - includes
accelerated refreshes |
100% |
0% |
25% |
33% |
|
|
Hardware replaced (due to Win 7) - would not
have been replaced otherwise |
0% |
25% |
0% |
0% |
|
|
In-Place upgrade on existing PC |
0% |
75% |
75% |
67% |
|
|
In-Place upgrade on existing PC - Upgrade
RAM/HDD |
0% |
0% |
0% |
0% |
|
|
Total |
100% |
100% |
100% |
100% |
|
Design, Engineering, & Mgmt |
|
|
|
|
|
|
Labor (Person-weeks) |
37 |
89 |
70 |
29 |
|
Hardware/Infrastructure Costs |
|
|
|
|
|
|
% of PCs fully capable of running Windows 7 (at
project start) |
52% |
75% |
76% |
100% |
|
|
% of PCs requiring hardware upgrades (e.g. RAM)
due to Windows 7 |
0% |
0% |
0% |
0% |
|
|
% of PCs requiring new hardware due to Windows 7
(outside of normal hardware refresh cycle) |
0% |
25% |
0% |
0% |
|
Windows 7 License Costs |
|
|
|
|
|
|
% of PCs requiring license cost (or new EA) and
is not considered a "sunk" cost |
0% |
0% |
0% |
0% |
|
|
% of PCs requiring Software Assurance cost and
is not considered a "sunk" cost |
0% |
0% |
0% |
0% |
|
Compat Testing & Remediation |
|
|
|
|
|
|
# of device models / app versions |
731 |
731 |
731 |
731 |
|
|
% undergoing significant testing effort (as
opposed no testing or reliance on
ACT/certification) |
20% |
50% |
49% |
60% |
|
|
Average testing time (hours each) |
5 |
7 |
6 |
5 |
|
|
Fail rate (requiring simple fix): patch, shim,
repackage, re-script, driver, retire |
22% |
22% |
17% |
8% |
|
|
Fail rate (requiring significant cost/effort to
remediate): re-code, virtualize, upgrade,
replace |
15% |
15% |
11% |
2% |
|
|
Average total remediation cost per failed
device/app instance |
$
61 |
$
53 |
$
54 |
$
88 |
|
|
Average total remediation cost per failed device
model / app version |
$
9,131 |
$
7,818 |
$
8,017 |
$
13,131 |
|
|
Total testing/remediation cost per PC |
$
200 |
$
171 |
$
128 |
$
43 |
|
End-User Labor Costs |
|
|
|
|
|
|
Average lost productivity due to the upgrade
(hrs per user) |
0.2 |
1.7 |
1.1 |
0.1 |
|
|
Average training time (hrs per user) |
1.3 |
3.7 |
2.5 |
0.7 |
|
IT Training & Help Desk Costs |
|
|
|
|
|
|
Average training time (hrs per PC-related IT
staff) |
18.4 |
27.2 |
23.7 |
16.0 |
|
|
Average # of additional helpdesk calls per user
due to the upgrade |
0.3 |
0.3 |
0.2 |
0.0 |
|
Installation/Deployment |
|
|
|
|
|
|
Installation Method |
|
|
|
|
|
|
Zero Touch Installation (100% remote, except
troubleshooting) |
0% |
53% |
52% |
67% |
|
|
Lite Touch Installation |
40% |
48% |
48% |
33% |
|
|
Manual (e.g. OS/apps from OEM media, use Easy
Transfer wizard) |
60% |
0% |
0% |
0% |
|
|
Total |
100% |
100% |
100% |
100% |
|
|
Installation Effort/Cost |
|
|
|
|
|
|
Refreshes - Prior to Windows 7 (minutes / PC) |
95 |
46 |
39 |
26 |
|
|
Refreshes - Windows 7 (minutes / PC) |
83 |
35 |
30 |
21 |
|
|
In-Place Installs |
83 |
18 |
17 |
9 |
|
|
Cost per PC Upgraded In-Place, if using in-house
labor |
$
- |
$
16 |
$
15 |
$
10 |
|
|
Cost per PC Upgraded In-Place, if outsourced |
$
- |
$
- |
$
- |
$
- |
|
IO Best Practice Adoption |
|
|
|
|
|
|
The chart below provides a summary of the extent
to which the
organization is expected to adopt
additional best practices.
This assessment is based on Microsoft's
Core Infrastructure Optimization Maturity Model. |
|
|
|
Cost Conscious |
Modernize |
Balanced |
Progressive |
|
Summary |
|
|
|
|
|
|
As-Is |
5% |
5% |
26% |
57% |
|
|
To-Be |
7% |
12% |
30% |
59% |
|
|
|
 |
|
|
|
|
|
|
|
|
|
As-Is |
|
|
|
|
|
|
Identity & Access Management |
3% |
3% |
20% |
52% |
|
|
Desktop, Devices and Svr Mgmt |
2% |
2% |
18% |
50% |
|
|
Desktop Management |
3% |
3% |
20% |
53% |
|
|
Server Management |
3% |
3% |
17% |
46% |
|
|
Mobile Device Management |
0% |
0% |
20% |
60% |
|
|
Virtualization |
4% |
4% |
16% |
41% |
|
|
Security & Networking |
7% |
7% |
31% |
63% |
|
|
Data Protection and Recovery |
4% |
4% |
24% |
57% |
|
|
Security Process & Governance |
10% |
10% |
34% |
61% |
|
|
Total |
5% |
5% |
26% |
57% |
|
To-Be |
|
|
|
|
|
|
Identity & Access Management |
5% |
10% |
26% |
55% |
|
|
Desktop, Devices and Svr Mgmt |
3% |
13% |
27% |
57% |
|
|
Desktop Management |
7% |
32% |
44% |
66% |
|
|
Server Management |
3% |
3% |
17% |
46% |
|
|
Mobile Device Management |
0% |
0% |
20% |
60% |
|
|
Virtualization |
4% |
16% |
26% |
55% |
|
|
Security & Networking |
10% |
19% |
40% |
66% |
|
|
Data Protection and Recovery |
4% |
4% |
24% |
57% |
|
|
Security Process & Governance |
11% |
13% |
36% |
61% |
|
|
Total |
7% |
12% |
30% |
59% |
|
KPI (Key Performance Indicator) Percentiles |
|
|
|
|
The table below provides a summary of the
non-financial KPIs.
The percentiles shown are how the
organization compares to others in the industry.
0% represents worst performance in the
industry (laggard); 50% is average performance;
100% is best in the industry (world class
performance).
The "Improvement" indicates how much the
organization is expected to improve KPI
performance due to the solutions.
Additional details can be found in the
"KPIs" worksheet in the tool. |
|
|
|
Cost Conscious |
Modernize |
Balanced |
Progressive |
|
|
As-Is |
12.3% |
12.3% |
27.6% |
53.4% |
|
|
Improvement |
7.8% |
20.0% |
14.3% |
6.6% |
|
IT Labor Spending/TCO ($/pc) |
|
|
|
|
|
The table/chart below summarize the IT labor TCO
(total cost of ownership) and TCO savings of the
the 4 scenarios. |
|
|
|
Cost Conscious |
Modernize |
Balanced |
Progressive |
|
Summary (Core/Operations Only) |
|
|
|
|
|
As-Is |
$
1,119 |
$
1,178 |
$
945 |
$
807 |
|
|
To-Be |
$
1,036 |
$
975 |
$
798 |
$
700 |
|
|
Savings |
$
83 |
$
204 |
$
147 |
$
107 |
|
|
|
|
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Current IT Labor TCO |
|
|
|
|
|
|
PC Engineering Services |
$
242 |
$
254 |
$
208 |
$
187 |
|
|
Application Management |
$
215 |
$
226 |
$
183 |
$
156 |
|
|
Security |
$
117 |
$
123 |
$
100 |
$
90 |
|
|
Service Desk (Helpdesk) |
$
224 |
$
236 |
$
188 |
$
158 |
|
|
Deskside (On-Site) Support |
$
322 |
$
339 |
$
266 |
$
216 |
|
|
Core TCO |
$
1,119 |
$
1,178 |
$
945 |
$
807 |
|
|
Administration & Other |
$
193 |
$
203 |
$
198 |
$
231 |
|
|
Client Application Development |
$
502 |
$
528 |
$
486 |
$
520 |
|
|
Total |
$
1,814 |
$
1,909 |
$
1,629 |
$
1,559 |
|
IT Labor TCO Savings |
|
|
|
|
|
|
PC Engineering Services |
8% |
21% |
19% |
17% |
|
|
Application Management |
7% |
18% |
16% |
15% |
|
|
Security |
5% |
13% |
11% |
8% |
|
|
Service Desk (Helpdesk) |
6% |
11% |
10% |
8% |
|
|
Deskside (On-Site) Support |
10% |
20% |
18% |
15% |
|
|
Administration & Other |
0% |
0% |
0% |
0% |
|
|
Client Application Development |
1% |
4% |
3% |
4% |
|
|
Total |
5% |
12% |
10% |
8% |
|
|
|
|
|
|
|
|
Top 10 Features |
0 |
0 |
0 |
0 |
|
|
Below are the top features that enable the
benefits.
The tool includes a much more extensive
assessment of the features, including
calculations of the value of the top 100
features. |
|
|
|
Cost Conscious |
Modernize |
Balanced |
Progressive |
|
|
1 |
Performance imprvmts |
App-V |
App-V |
Performance imprvmts |
|
|
2 |
App Compatibility imprvmts |
Performance imprvmts |
Performance imprvmts |
Improved battery life |
|
|
3 |
Improved battery life |
Improved battery life |
Improved battery life |
IE 8 (Slices, Acclrtrs., Auto Recovery) |
|
|
4 |
Problem Steps Recorder |
IE 8 (Slices, Acclrtrs., Auto Recovery) |
IE 8 (Slices, Acclrtrs., Auto Recovery) |
App-V |
|
|
5 |
Built-In Diagnostics |
User Account Control |
App Compatibility imprvmts |
MED-V |
|
|
6 |
IE 8 (Slices, Acclrtrs., Auto Recovery) |
IE7+ Security |
AppLocker |
Libraries |
|
|
7 |
User Account Control |
IE 7+ (Tabs, Favortites Ctr) |
Direct Access |
Windows Explorer imprvmts |
|
|
8 |
Reliability Imprvmts/Troubleshooting |
Search |
Problem Steps Recorder |
Direct Access |
|
|
9 |
IE7+ Security |
App Compatibility imprvmts |
MED-V |
Windows Touch |
|
|
10 |
IE 7+ (Tabs, Favortites Ctr) |
AppLocker |
IE7+ Security |
ReadyBoost imprvmts |