Initial report
Sample Engineering Co.. 7,400 managed devices, Microsoft Intune, with Endpoint analytics. FY27 planning cycle.
Calendar rule: replace every device at four years
Sample report. A fictional fleet of 7,400 devices, built to show the format. Your report uses your own export.
Summary
- Due by the calendar this year
- 4,03054.5 percent of 7,400 devices
- Calendar refresh budget
- $7,432,000unit cost of every due device, what the rule asked finance to spend
- Replace now, by the evidence
- 2343.2 percent of the fleet
- Identified savings, floor
- $2,574,28434.6 percent of the budget the calendar asked for; about $348 per device, identified, not banked
- Redeploy pool, upside
- up to $1,996,700shown separately, never added to the floor
- Windows 10 ESU to enroll now
- $106,140years one and two, cumulative, through October 2027
- Windows 11 ready
- 7,144256 cannot upgrade
- Still on Windows 10
- 580324 can upgrade in place
Verdict split
The calendar against the evidence
Verdicts by device class
| Class | Devices | Due | Keep | Redeploy | Right-size | Replace |
|---|---|---|---|---|---|---|
| Task Worker | 1,480 | 200 | 1,400 | 65 | 0 | 15 |
| Knowledge Worker | 3,700 | 2,500 | 1,300 | 831 | 1,429 | 140 |
| Executive | 370 | 300 | 85 | 20 | 245 | 20 |
| Developer | 444 | 330 | 130 | 22 | 270 | 22 |
| Engineer | 1,110 | 450 | 680 | 232 | 176 | 22 |
| 3D Engineer | 296 | 250 | 56 | 15 | 210 | 15 |
| Fleet | 7,400 | 4,030 | 3,651 | 1,185 | 2,330 | 234 |
Keep includes devices both due and not due under the four-year calendar. Every due device carries exactly one verdict.
Identified savings, floor, with the sum check
| Line | What it counts | Amount |
|---|---|---|
| Deferred purchases | 281 due devices the evidence says to keep, at the unit cost of their class | $388,900 |
| Avoided wrong-size purchases | 2,330 due devices replaced in a smaller class, at the price difference | $2,153,350 |
| Support hours removed | 843 provisioning hours on deployments that no longer happen, at $38 an hour | $32,034 |
| Identified savings, floor | The sum of the lines above. 34.6 percent of the $7,432,000 calendar budget; about $348 per device. | $2,574,284 |
| Redeploy pool, upside | 1,185 due devices, healthy and over-specified, each filling a seat of its class that needs one. The purchase avoided at that seat, if the move is executed. Shown separately, never added to the floor. | up to $1,996,700 |
Sum check: $388,900 + $2,153,350 + $32,034 = $2,574,284. Savings are identified until your team executes the plan and finance records them. The desk a redeployed device leaves is handled in the plan by quarter, and any saving there is recorded only when it happens.
The cost of doing nothing
| Windows 10 ESU, enroll now | 580 devices at $183 each: $61 for year one plus $122 for year two, because Microsoft charges the years cumulatively. Year two runs 2026-10-14 to 2027-10-12. | $106,140 |
| Aging devices kept in service | 234 devices past class life with reliability or Windows 11 flags. Your report prices their support cost from your own ticket volumes and labor rate; this sample shows the count only. | your ticket data |
Windows 11 readiness
324 of the Windows 10 devices can upgrade in place. The rest are in the replace or right-size queue. Devices remaining on Windows 10 need current ESU coverage until they are upgraded or retired, unless Microsoft includes that coverage with an eligible subscription.
Top five findings
- The four-year rule has 4,030 devices due in FY27, a refresh budget of $7,432,000. The evidence puts the identified savings floor at $2,574,284, 34.6 percent of that budget, from three lines that add up on the page.
- 2,330 due devices were bought as a bigger class than their user has ever needed. 1,429 of them are Knowledge Worker devices whose users run lighter work than the class was bought for; each is replaced in the class the user needs, and the difference across the cohort is $2,153,350.
- 1,185 due devices are healthy and over-specified for their user, and a due seat that needs a device of their class is waiting for each one: a replace seat, or a right-size seat stepping into that class. 232 are Engineer workstations. If each move lands, up to $1,996,700 of purchases is avoided at the seats they fill. That pool sits outside the floor until the moves happen.
- 234 devices need replacing now, 3.2 percent of the fleet: past class life with crashes or unexpected restarts in the last 90 days, or unable to take Windows 11 with no redeploy target. Left in service they keep generating the tickets that flagged them, and your report prices that from your own service desk data. 256 devices across the fleet cannot take Windows 11 at all.
- 580 devices still run Windows 10. 324 can upgrade in place this quarter; the rest are in the replace or right-size queue. Keeping the whole group on Extended Security Updates through October 2027 would cost $106,140: Microsoft charges $61 for year one and $122 for year two, and a device enrolling now pays both.
Sample device rows
The initial report shows a sample like this. The full assessment lists every device.
| Device | Class | Verdict | Reason |
|---|---|---|---|
| LT-20931 | Knowledge Worker | Keep | Age 4.3 of 4.0 years, due by the calendar. Startup 24 seconds, battery health 91 percent, no crashes in 90 days. Windows 11 ready. Purchase deferred. |
| WS-4471 | Engineer | Right-size | Runs office and browser only, no engineering application in 180 days. Discrete GPU idle. Age 4.3 of 3.5 years, also due under the four-year calendar. Replace with a Knowledge Worker device. No redeploy match is assumed. |
| WS-5120 | 3D Engineer | Redeploy | Age 4.1 of 3.0 years, due by the calendar, reliability clean. Professional GPU under 5 percent utilization, CAD viewer only. A 3D Engineer seat in the Houston office whose workstation failed this quarter takes it. |
| LT-18204 | Task Worker | Replace | Age 6.2 of 5.0 years. Seventh-generation processor, no TPM 2.0, cannot take Windows 11. Eleven unexpected restarts in 90 days. No redeploy target. |
| LT-30877 | Executive | Keep | Age 2.9 of 3.5 years, under class life. Battery health 84 percent, no reliability events. Reviewed again next quarter. |
Assumptions used in this sample
| Assumption | Value | Source |
|---|---|---|
| Task Worker unit cost | $650, expected life 5 years | Class default. Your report uses your purchase prices where you give them. |
| Knowledge Worker unit cost | $1,250, expected life 4 years | Class default. Your report uses your purchase prices where you give them. |
| Executive unit cost | $1,900, expected life 3.5 years | Class default. Your report uses your purchase prices where you give them. |
| Developer unit cost | $2,400, expected life 3 years | Class default. Your report uses your purchase prices where you give them. |
| Engineer unit cost | $3,200, expected life 3.5 years | Class default. Your report uses your purchase prices where you give them. |
| 3D Engineer unit cost | $5,500, expected life 3 years | Class default. Your report uses your purchase prices where you give them. |
| Provisioning hours per deployment | 3 hours at $38 an hour | Sample setting. Your report uses your service desk rate. |
| Support cost of an aging device | Counted, never priced from an industry figure | Your ticket volumes and labor rate. |
| Windows 10 ESU | $61 year one, $122 year two, $244 year three; cumulative, so $183 to enroll now | Microsoft Learn (year one price and the doubling rule), Microsoft Partner Center (coverage dates) |
Readout: 30 minutes with your endpoint lead and your budget owner, walking these numbers and the assumptions behind them. Delivered as a PDF within five business days of receiving the export.