Success Plan Builder

Let's plan for success

A legendarily smooth IT project. A technology that delivers immense value to your organization and its people. A celebrated initiative and proud personal achievement.

Built on our proven methodology, this interactive planning tool will guide you through each stage of your Citrix cloud services deployment. Simply complete the brief questionnaire listed below for your upcoming project. Upon completion, the tool will pre-populate your Success Plan with the relevant resources and guide you along our leading-practice path to cloud.

Watch a Customer Success Manager (CSM) walk through the creation of a Success Plan and share key considerations, tips, and tricks before you get started. View the webinar

Your personalized Success Plan will include:

Measurable goals mapped to key business outcomes

Key considerations and technical requirements

Step-by-step instructions to install and configure

Customizable resources to onboard your end users

Guidance to implement powerful monitoring tools

Once your Success Plan is complete, you may add additional Citrix cloud services or use cases at any time by updating the project profile. We recommend creating a new Success Plan for each additional use case; however, the choice is yours! And if you need a helping hand, you can always contact our Cloud Success team.

Build your Plan 

Create your project profile

(Formerly ShareFile)

What is the starting point for this project?

Where will your resources be deployed?

What is your primary use case for this project? * Learn more

How will you measure success? *

Select the desired business outcome(s) for this project and then complete suggested success metric(s) – or create your own.

Provide with remote access to applications, formerly only available in-network. List your target applications:
Increase employee satisfaction by % points.
Decrease office space costs by %.
Other:

Provide with the option to use essential productivity apps on their own hardware without compromising on security.
Save each year on hardware for employees.
Reduce time to completion of new hire onboarding by days.
Other:

Reduce the number of support tickets opened by end users by %
Improve launch speeds from over to under .
Provide with a single sign-on for internal and SaaS based applications.
Expand current BYOD policy to streamline impromptu access, adding new access points in the following common areas: .
Other:

Gain the ability to instantly remove user access to critical business applications and/or desktops.
Reduce the time IT spends setting up access for new hires by %.
Gain the ability to restrict access to various components based on employee needs, roles, or access methods. For example, applications, data, or hardware capabilities including printing, recognition of USB drives, etc. List the applications/functions/data you want to restrict access to: .
Other:

Greater adherence to industry-specific regulations and internal policies. List the regulations and policies you need to adhere to:.
Reduce time spent on tasks associated to end-user controls in an effort to maintain security and compliance by %.
Reduce costs associated with data and security breaches by % compared to the last 12 months.
Other:

Use of multi-factor authentication (MFA) or One-time Password (OTP).
Use of Single Sign On.
End-to-end visibility of authentication and SSO transactions.
Other:

Improve ability to detect, act against, and halt Ransomware attacks.
Develop a list of blacklisted websites and effectively prevent access.
Gain the ability to proactively halt non-compliant behavior.
Other:

Decommission a minimum of virtual machines related to a legacy on-premises environment.
Standardize on a single Citrix Workspace App version.
Consolidate identity access and management and terminate prior solution.
Reduce data center costs by .
Improve operations efficiency by %.
Gain the ability to easily burst to another resource location when necessary.
Other:

Migrate Citrix sites to the Citrix Virtual Apps and Desktop services.
Use Citrix Gateway for the Citrix environment, ending the need to update/maintain server(s) to support an on-premises NetScaler.
Convert images to Citrix Layering.
Free up hours of IT time to work on other projects.
Other:

Use the latest version of our Citrix software.
Reduce time spent performing Citrix upgrades by hours.
Reduce licensing costs by as certain infrastructure upgrades (e.g. SQL server) are managed by Citrix Cloud.
Other:

Define services that require and are capable of DR.
Define recovery time, recovery point objectives, and recovery capacity for various user groups.
Document our implementation prerequisites.
Project lost business savings of based on our Citrix Cloud enabled DR strategy.
Project infrastructure cost savings of at DR location.
Other:

Put implementation prerequisites in place.
Create a second resource location in Citrix Cloud and build Citrix Machine Catalogs.
Other:

Complete a successful failover test.
Other:

Increase employee productivity by % with secure browsing from shared terminals or kiosks.
Save by reducing vendor complexity with single sign-on for all secure browsing to SaaS apps.
Other:

Reduce number of applications needed to be productive by %.
Improve user experience and increase security posture through % increase in adoption of Citrix.
Other:

Surface insights that help my employees work smarter.
Improve user experience by points.
Other:
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