Optimize and Consolidate SQL Server

Get more from your SQL Server deployment.


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Your Challenge

  • More servers are deployed in production than necessary, resulting in excessive hardware, utilities, licensing and maintenance costs.
  • Many databases are business critical, and prolonged downtime while IT changes the environment is unacceptable.
  • It can be hard to secure funds for an overdue upgrade project.

Our Advice

Critical Insight

  • Get to action with the tasks that have the most impact. Focus your time and energy on the items that will provide the greatest return on investment.
  • Create a plan to replace infrastructure that can make costs and changes predictable.
  • Clearly communicate these needs to executive stakeholders, identifying the business value of changes.

Impact and Result

  • Create an inventory of your current environment.
  • Perform an analysis of the current system to identify candidates for consolidation and out-of-date platforms.
  • Create a detailed plan to test, execute modifications, and stabilize your platform.
  • Use Info-Tech’s tools and templates to guide your project and get to action.

Optimize and Consolidate SQL Server

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should consolidate and optimize your SQL Server environment, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.


Identify opportunities and challenges

Understand opportunities to optimize SQL Server.

Onsite Workshop

Book Your Workshop

Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Identify Opportunities and Challenges

The Purpose

  • Review the project rationale and identify project value add.
  • Identify challenges to overcome and opportunities to improve.

Key Benefits Achieved

  • Create an inventory of your current database environment.



Identify pain points in the current system.


Identify project drivers, risks, and expected outcomes.

  • Identify project value proposition


Identify stakeholders, SMEs, and roles and responsibilities.

  • Complete the project opportunity assessment


Establish project parameters and deliverables and collect system data.

  • Create an inventory identifying system interdependencies


Identify new features in SQL Server that can provide business value.

Module 2: Plan the Optimization Project

The Purpose

  • Develop a project plan to guide implementation.

Key Benefits Achieved

  • Develop project scope and get sign-off.



Review key factors for your platform, such as security and availability, to identify the optimal path for modifications.

  • Document prioritized criteria to guide any modifications to your environment


Identify the paths to optimization that can help you meet business goals.

  • Complete the opportunity assessment and identify initial steps on the project checklist


Identify servers to upgrade, performance tune, and consolidate.

  • Complete the TCO budget tool

Module 3: Test, Execute, Stabilize, and Debrief

The Purpose

  • Establish a plan to execute and test modifications to your environment.
  • Communicate project successes to stakeholders.

Key Benefits Achieved

  • Ensure your plan to modify your SQL Server environment will minimize disruption to business processes.
  • Build a roadmap for next steps to streamline future projects.



Create a step-by-step plan for modifications with your SMEs.

  • Complete the execution checklist


Identify steps for roll back and backup to deal with unexpected complications.

  • Complete the roll back checklist


Review your project plans with stakeholders.

  • Review the executive presentation


Discuss and document lessons learned.

  • Update the issue resolution template

Search Code: 79023
Published: November 2, 2015
Last Revised: February 8, 2016