Build a Case for Windows Server 2012 Hyper-V

Hyper-V is a credible alternative and competitive threat to VMware for server virtualization and hybrid cloud computing. Be prepared to make the case to properly evaluate this option.

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  • Not evaluating alternatives is a failure of due diligence. You need to continually justify your choices against competing alternatives.
  • Conversely, you need to mitigate quick decisions that could prove costly – such as a “sticker shock” reaction to VMware's pricing, leading to an edict to switch to the “cheaper solution,” Microsoft.
  • It's not just about virtual servers any more. Decisions about hypervisors need to fit into your broader software defined platform strategy.


  • Evaluating the case for Hyper-V is a valuable opportunity to revisit, revise, and restate your overall virtualization strategy
  • Discovery that Hyper-V virtualization is good enough for your particular use case could lead to significant software licensing savings over time.
  • VMware argues that, though their licensing costs may be higher, so too is the value delivered. Even if staying with VMware, this exercise will help you better articulate the specific value add of VMware for your use case.

Module 1: Identify Drivers and Set Value Measures

The Purpose

  • Discuss the current state of hypervisor evolution and the high level merits of both VMware and Microsoft Hyper-V.
  • Establish the key motivations for exploring Hyper-V. Who is asking for it and why?
  • Establish your current overall policy toward server virtualization.
  • Map out the areas of risk and challenge in a potential move to Hyper-V. 

Key Benefits Achieved

  • Document your overall virtualization policy and goals.
  • Level set on where the organization is in terms of current virtualization vendor.
  • Establish goals and measures for a Hyper-V evaluation and implementation project.

Activities: Outputs:
1.1 Identify Drivers for the Hyper-V Project
  • Justifications for Hyper-V Evaluation
1.2 Assess Current Virtualization and Policies
  • Identification of risks, challenges, and proposed mitigation steps.
1.3 Debate the Pros and Cons of VMware
  • List of measures for judging success.
1.4 Identify Risks and Challenges of Hyper-V
1.5 Create an Initial Goals and Measures Statement

Module 2: Define Requirements and Usage Scenarios

The Purpose

  • Develop a profile of how virtualization is being deployed in your organization
  • Identify requirements for virtualization and management now and in the future.
  • Identify deployment opportunities for Hyper-V in your infrastructure.

Key Benefits Achieved

  • An agreed-upon vision of where virtualization is going in your organization.
  • A mapping of that roadmap to the capabilities of Hyper-V.
  • A set of possible deployment scenarios for Hyper-V virtualization going forward.

Activities: Outputs:
2.1 Assess Your Position on the Virtualization Journey
2.2 Map Requirements to Hypervisor Management Stack
2.3 Develop a Position on System Center in Your Enterprise
  • Graph of your organization's current and expected place in the virtualization journey.
2.4 Discuss the full range of usage scenarios for Hyper-V
  • A position on System Center's role in system management.
2.5 Prioritize Usage Scenarios for Your Enterprise
  • A prioritized set of deployment scenarios that make sense for your enterprise.

Module 3: Analyze and Compare Total Cost

The Purpose

  • Discuss all the cost implications of a move to Hyper-V.
  • Understand current investment in virtualization.
  • Consider costs not only for acquisition and licensing, but also for people and processes.  

Key Benefits Achieved

  • Nothing is really free. Get a realistic picture of the TCO of managing virtualized servers with System Center.
  • Compare that to current and expected investment in VMware.  

Activities: Outputs:
3.1 Establish Cost Comparison Boundaries
  • Comparative TCO for Microsoft virtualization management with System Center.
3.2 Detail Current Licensing and Support Costs
  • Set of measures for comparing costs going forward.
3.3 Build a Licensing TCO for Microsoft
3.4 Evaluate Implementation and Operation Costs

Module 4: Roadmap Opportunties for Test and Deployment

The Purpose

  • Develop a roadmap of actions for testing, evaluating, and deploying Hyper-V in selected scenarios.
  • Document your business case and action plan in a case document.  

Key Benefits Achieved

  • A shared understanding and prioritization of risks and requirements involved in deployment.
  • Steps to address implementation risks and requirments.
  • A documented action roadmap and case for moving forward.  

Activities: Outputs:
4.1 Prioritize Risks and Actions Going Forward
  • Risk and challenge priority matrix.
4.2 Lay Out Project Steps for Evaluation and Deployment
  • An action roadmap with key go/no go decision points.
4.3 Create a Roadmap for Test and Deployment
  • A Hyper-V evaluation and deployment case document.
4.4 Document Findings and Plans in a Case Document

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