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Build & Execute an Enterprise Device Management Strategy

Build a digital workplace for the workforce of the future.

As hybrid and fully remote work cements itself as a mainstay of modern society, end user computing devices are increasingly core enablers of productivity and value. Managing these devices effectively across the enterprise demands a digital workplace strategy based on understanding the users and the use cases behind the devices – and ensuring IT has a support plan to manage those devices safely and efficiently. Use this blueprint to take a holistic approach to enterprise device management, enabling user productivity while ensuring organizational security.

Technology enables many functions that were exponentially more difficult in the past, but it has little value without a person driving it. A modern device management strategy must consider what devices are being used online, as well as how, when, and why they’re being leveraged. Understanding the people and use cases behind all organizational devices will help ensure IT has a robust support plan to manage them safely and efficiently.

1. Focus on the needs of your organization over new technical capabilities.

Devices and device management are a means to the end of staff being productive and your organization to deliver value. Categorize user roles based on how they work to establish different enterprise personas with similar technical needs. Understand the pain points and desired gains for each persona to design a strategy aligned with your organization’s goals.

2. Policy makes perfect.

Security and privacy must be a core pillar of strong device management. With an increasing number of new devices available, more of these devices connecting to the internet, and different provisioning models available to different employees, clear policies on device entitlements and acceptable use are essential to minimize risk.

3. Support the whole lifecycle, not just adoption.

Providing users with devices that better meet their needs will improve their IT satisfaction, but this will plateau quickly without adequate technical support. Identify the most common incident and request tickets to identify opportunities to improve self-service and first contact resolution. Prioritize quick wins and high-value/high-effort improvements.

Use our step-by-step blueprint to transform your device management strategy, balancing user choice with risk and cost

Build a future-ready enterprise device management strategy and roadmap to set up your digital workspace and workforce for the future with our comprehensive methodology, templates, and tools. Use this robust framework to:

  • Identify and research target enterprise device management capabilities, key organizational personas, and end user challenges.
  • Document and define standard offerings and communicate options and requirements through clear policies.
  • Develop a comprehensive roadmap, including initiatives and metrics, to successfully implement your strategy.


Build & Execute an Enterprise Device Management Strategy Research & Tools

1. Build & Execute an Enterprise Device Management Strategy Storyboard – A step-by-step guide to transforming and modernizing your enterprise device management strategy.

In this comprehensive blueprint, we will help you to:

  • Set the direction of your device management strategy with current state discovery and enterprise personas.
  • Define standard and non-standard offerings for established personas.
  • Develop a robust roadmap and define metrics to measure success.

2. Enterprise Device Management Strategy Template – An easily customized presentation deck to help build and communicate a clear and compelling strategy document for your key players.

Use this template to document and communicate your enterprise device management strategy in language your key players understand.

  • Complete the activities in the Enterprise Device Management Strategy storyboard.
  • Use this template to document your decisions and to communicate the recommended direction.
  • Present your findings to management and obtain formal sign-off.

3. Persona Analysis Workbook – An Excel-based template to help you identify and analyze your device personas.

Create comprehensive worksheets for each persona, including documenting:

  • The groups high-level characteristics, such as where they work, how they interact with information, and how they contact the service desk.
  • Each groups standard offerings (both hardware and software), as well as whether they are entitled to use personal devices.
  • The major applications that are used by each group, including business processes and use cases.

4. Standard End-User Entitlements and Offerings Template – A general use template for documenting and communicating technology offerings internally.

Use this template to:

  • Document provisioning models for each persona group.
  • Define the standard primary and secondary computing devices, apps, and peripherals for each group.
  • Identify additional offerings for each user group, which require budget approval.

5. End-User Policy Templates – A collection of templates for common policies required for a modern enterprise device management strategy.

Customize these policy templates to the needs of your organization as a starting point for addressing policy gaps.

  • Communicate the purposes behind each end-user decision.
  • Establish company standards, guidelines, and procedures for technology purchases.
  • Ensure purchasing, reimbursement, security, and remote wiping enforcements are consistent and in alignment with organizational strategy.

6. Roadmap Tool – An Excel-based development tool to help you implement your enterprise device management strategy.

Use this roadmap tool to help you plan, communicate, and track tasks and projects.

  • Define timelines, effort, cost, risk, and priority for each project.
  • Document short-, medium-, and long-term roadmap activities.
  • Create a visual roadmap for your revised device management strategy.

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.

9.2/10


Overall Impact

$38,290


Average $ Saved

23


Average Days Saved

Client

Experience

Impact

$ Saved

Days Saved

City Of Fort Collins

Workshop

9/10

$34,250

20

Jeremy did an amazing job at driving the conversations forward and adapting the workshop to best meet the city's needs. He truly understood our or... Read More

Canadian Defence Academy

Guided Implementation

10/10

$25,000

20

Scott was very knowledgeable. His experience with both on premise application hosting and cloud services saved us valuable time scoping and planni... Read More

Asahi Intecc USA

Guided Implementation

10/10

$13,700

20

Bruce Power L P

Workshop

8/10

$50,000

10

Jeremy was the best part of the experience - his ability to maintain engagement, understand our particular business landscape, and add value / insi... Read More

Modesto Irrigation District

Guided Implementation

10/10

N/A

50

Denver Water

Guided Implementation

8/10

$68,500

20



Build a digital workplace for the workforce of the future.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

MEMBER RATING

9.2/10
Overall Impact

$38,290
Average $ Saved

23
Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

  • Build & Execute an Enterprise Device Management Strategy Storyboard
  • Enterprise Device Management Strategy Template
  • Persona Analysis Workbook
  • Standard End-User Entitlements and Offerings Template
  • End-User Policy Templates
  • Roadmap Tool

Need Extra Help?
Speak With An Analyst

Get the help you need in this 3-phase advisory process. You'll receive 6 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Set the Direction
  • Call 1: Discuss your current state.
  • Call 2: Perform a user group analysis and create enterprise device personas.

Guided Implementation 2: Define the Offering
  • Call 1: Define standard offerings.
  • Call 2: Select provisioning models. Identify gaps in governance and policies.
  • Call 3: Outline supporting services and opportunities to shift end-user computing support left.

Guided Implementation 3: Build the Roadmap
  • Call 1: Define metrics and build a roadmap.

Author

Emily Sugerman

Contributors

  • Steve Fox, Deputy IT Director, Virginia State Corporation Commission
  • Mazen Joukhadar, TransForm Shared Service Organization
  • Nathan Schlaud, PMO Senior Director, RPC Inc.
  • Rebecca Mountjoy, Infrastructure Systems Manager, BlueScope Buildings
  • DJ Robins, Director of Information Technology, Mohawk MedBuy
  • Jason Jenkins, Tech Specialist, Michal Baker Corp.
  • Brad Wells, IT Infrastructure Solutions Architect, London Police Service
  • Danelle Peddell, Director, Project Management Office, Emco Corporation
  • [6 anonymous contributors]

Search Code: 74694
Last Revised: May 6, 2025

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