An infrastructure refresh brings several perspectives together. Management considers the investment, users focus on their working experience, and technical teams need a maintainable environment. A shared requirements document aligns these priorities.
Make workloads visible.
Which applications run where? List users, resource requirements, dependencies and seasonal peaks. Keep assumptions separate from information that is already measurable.
Identify investments worth retaining.
Review hardware, licences, warranties and support contracts together. Consider reusable components and integration requirements when setting the refresh scope.
Discuss recovery.
Agree on data coverage, retention needs, ownership and restore scenarios. Clearly describe business tolerances for downtime and data loss so they can inform technical planning.
Plan beyond the go-live date.
Include pilots, migration, testing, acceptance and knowledge transfer. Clarify responsibilities, communication channels and rollback plans before the transition.