Organizations modernizing their applications infrastructure turn to desktop as a service (DaaS) to expand end-user access, reduce IT overhead, and improve performance for advanced users. DaaS solutions improve end-user productivity on virtual desktops and deliver direct infrastructure cost savings while providing efficient means for platform management and expansion to IT teams.
Citrix DaaS delivers virtual desktops and applications from any infrastructure environment — on‑premises, public cloud, or hybrid — while managing everything centrally through Citrix Cloud. Organizations using Citrix DaaS may lower operational overhead; simplify provisioning and scaling; gain more mature security, monitoring, and policy controls; improve IT efficiency; increase user productivity; and improve agility in supporting their evolving workforces and infrastructure needs.
Citrix commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment (ROI) enterprises may realize by deploying Citrix DaaS.1 The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of Citrix DaaS on their organizations.
60%
Return on investment (ROI)
$5.9M
Net present value (NPV)
To better understand the benefits, costs, and risks associated with this investment, Forrester interviewed five decision-makers with experience using Citrix DaaS. For the purposes of this study, Forrester aggregated the experiences of the interviewees and combined the results into a single composite organization, which is a healthcare organization with 75,000 employees and revenue of $20 billion per year.
Interviewees said that prior to using Citrix DaaS, their organizations faced systems obstacles that hindered productivity and environment challenges that prevented cloud migrations. This prompted them to modernize for growth while reducing IT costs and maintaining regulatory compliance.
Interviewees stated that after the investment in Citrix DaaS, their organizations centralized IT management, optimized cloud deployments, and gained a more consistent user experience across hybrid environments.
Key Findings
Quantified benefits. Three-year, risk-adjusted present value (PV) quantified benefits for the composite organization include:
Productivity boost of 10% for frontline medical staff and knowledge workers. Citrix DaaS reduces the composite organization’s latency and provides more stable application sessions and persistent application states across its shared virtual machines (VMs). This leads to faster performance and easier session logins for its 5,000 users. Over three years, this productivity benefit is worth $9.2 million.
A 28% reduction in cloud compute and storage costs. The composite uses Citrix Autoscale, enabling the organization to automatically power up and down machines according to usage needs. This results in a 28% reduction in VM operating costs, which saves the composite $3.8 million over three years.
Infrastructure cost savings of $1.5 million per year. Using Citrix DaaS, the composite consolidates data centers and transitions to more cloud-centric environments, reducing the number of infrastructure upgrades required and total maintenance costs. This translates to $2.3 million in savings over three years.
Elimination of $165,000 in software license costs per year. With Citrix DaaS, the composite retires a user environment management software package and VPN software. These savings equate to $369,000 over three years.
Reduction of 6% in service desk time allocated to user support. With Citrix DaaS, users at the composite experience more stable desktop sessions and application performance. This lowers ticket volumes, so service desk FTEs are reassigned to higher-value tasks. This productivity boost equates to savings of $109,000 over three years.
Unquantified benefits. Benefits that provide value for the composite organization but are not quantified for this study include:
Enhanced security and compliance. Citrix security features (e.g., secure remote access, advanced session management) reduce the composite’s risk exposure at all endpoints, allowing IT teams to enforce greater control over security policies. This is critical for regulated industries such as healthcare.
Operational flexibility and agility. Using the Citrix Cloud control plane and unified management tools gives the composite’s IT teams the ability to manage workloads across both private and public clouds. This flexibility strengthens business resiliency and enables the organization to quickly roll out new sites to help integrate new business units with minimal disruption.
Strategic alignment and ecosystem fit. Citrix supports the composite organization’s cloud strategy by acting as a management and optimization layer for Azure Virtual Desktop and hybrid environments. This enables a smooth transition from on-premises to cloud while improving cost efficiency and performance.
Rapid recovery from outages. Using the non-persistent image management features of Citrix DaaS, the composite brings affected endpoints back online faster than with traditional workstations.
Costs. Three-year, risk-adjusted PV costs for the composite organization include:
Citrix subscription fees of $6.2 million. The composite uses the Citrix Universal Hybrid Multi-Cloud (UHMC) license, and the cost is based on user count. Because the composite has 15,000 users, it pays annual fees of $2.5 million, which totals $6.2 million over three years.
Internal implementation staffing costs of $596,000. The composite has six FTEs that dedicate 50% of their time to implementation over nine months during the initial implementation period. It then dedicates three FTEs to implementation in Year 1.
Professional services fees of $950,000. The composite has four consultants from a systems integrator (SI) partner lead the internal implementation efforts over nine months.
Administrative support costs of $2.1 million. In Years 1 to 3, the composite has a team of 10 Citrix support engineers support the user base.
The financial analysis that is based on the interviews found that a composite organization experiences benefits of $15.8 million over three years versus costs of $9.9 million, adding up to a net present value (NPV) of $5.9 million and an ROI of 60%.
“Citrix is an accelerator to solve business challenges. That is the simplest way I can explain [the value].”
“The standardization and securitization of the environment are really the two aspects that are the most important, and they’re the ones we see as the big selling points internally.”
Vice president of technology operations, transportation
Key Statistics
60%
Return on investment (ROI)
$15.8M
Benefits PV
$5.9M
Net present value (NPV)
7 months
Payback
Benefits (Three-Year)
[CHART DIV CONTAINER]
Savings from incremental output for professional workers
Annual cost savings in cloud compute and storage costs
Data center infrastructure and staffing savings
Licensing savings
Savings from annual support desk time recaptured
The Citrix DaaS Customer Journey
Drivers leading to the Citrix DaaS investment
Interviews
Role
Industry
Region
Employees
Citrix users
AVP, service engineering
Healthcare
North America
125,000
75,000
Vice president of technology operations
Transportation
Global (HQ: Europe)
200,000
36,000
Technical lead, cloud virtualization team
Aerospace
North America
80,000
15,000
Director of IT, enterprise technology
Healthcare
North America
40,000
15,000
Citrix solution architect
Consulting
North America
9,000
1,500
Key Challenges
Interviewees said their organizations faced common challenges that impacted operational efficiency, user productivity, and overall IT costs.
Rising infrastructure and connectivity costs. The organizations were looking to reduce or avoid infrastructure expenses. For example, the vice president of technology operations in transportation said their organization relied on costly multiprotocol label switching (MPLS) and VPN networks to maintain secure connectivity across hundreds of locations.
Performance and scalability limitations. Native virtual desktop environments like Azure Virtual Desktop (AVD) struggled to consistently perform at scale. The Citrix solution architect at a consulting company said offshore developers experienced latency and poor video quality, which impacted collaboration and coding efficiency. The director of IT, enterprise technology, at a healthcare organization reported productivity losses of up to 50% from frequent outages that affected many users.
Operational complexity and slow deployment. Legacy environments demanded manual configuration and lacked centralized management tools. The technical lead, cloud virtualization team, in the aerospace industry said their company needed months to plan and execute site expansions. This sometimes delayed business initiatives.
Compliance gaps and continuity risks. Some interviewees said outages and downtime disrupted critical operations. The vice president of technology operations at a transportation organization reported several days of downtime per location each year. Additionally, data across fragmented environments posed compliance risks. The technical lead, cloud virtualization team, at an aerospace company said their organization faced challenges safeguarding export-controlled data and meeting regulatory requirements.
Solution Requirements
The interviewees searched for a solution that could:
Reduce IT costs and optimize infrastructure. Some interviewees stated their organization wanted to reduce IT support burdens by consolidating IT operations and eliminating data centers. Another said their company aimed to eliminate expensive MPLS and VPN dependencies and optimize cloud spend to reduce operational complexity and speed onboarding for new sites and acquisitions.
Enhance user productivity and experience. Interviewees explained that their organizations sought to deliver consistent, high-performance virtual desktops and applications to thousands of users across multiple geographies. One said engineers needed high-performance, GPU-accelerated virtual desktops to handle large datasets and complex design workloads.
Improve security and compliance posture. Interviewees said their organizations required centralized policy enforcement, multifactor authentication (MFA), and Zero Trust capabilities to meet regulatory requirements and protect sensitive data. Those from healthcare organizations and enterprises with global operations said they needed to withstand outages and ensure uninterrupted access to critical applications 24/7. Additionally, some interviewees said that with increasing remote work requirements, their organizations wanted a scalable solution to support secure and efficient remote access.
Provide a scalable license model. Interviewees said their organizations desired a solution that could grow with them and help with opening new offices and clinics and quickly integrating acquired companies. Similarly, they expressed a desire to implement new features over time without having to incur increases in license fees.
“We work with customers from different countries where different data governance regulations apply. Citrix helps to ensure we protect the data and we’re compliant with all the various data governance regulations that may be out there.”
“Citrix is in these key pillars: Zero Trust, public cloud leverage, and modernization of the workplace.”
Vice president of technology operations, transportation
Composite Organization
Based on the interviews, Forrester constructed a TEI framework, a composite company, and an ROI analysis that illustrates the areas financially affected. The composite organization is representative of the interviewees’ organizations, and it is used to present the aggregate financial analysis in the next section. The composite organization has the following characteristics:
Description of composite. The US-based, multibillion-dollar organization provides healthcare services in multiple states and a variety of settings — from rural clinics to large urban hospitals. The organization generates $20 billion in annual revenues and has 75,000 employees.
Deployment characteristics. The composite spends six weeks planning the implementation of Citrix DaaS across its compute intensive functions (e.g., patient care, electronic medical records, clinical decision support). The organization rolls out the solution in phases to 15,000 users (20% of the employee base), including clinical staff, hospital staff, and corporate office knowledge workers, among others. The implementation takes nine months. After implementation, the composite employs a staff of 10 Citrix engineers to support the product. Their responsibilities include:
Packaging and delivering apps or full desktops to end users and implementing Citrix Profile Management and Workspace Environment Management for user personalization and session optimization.
Configuring auto-scaling policies.
Monitoring and adjusting workloads across servers.
Defining role-based access control (RBAC) for secure access.
Conducting real-time monitoring of latency, login times, and user experience.
Resolving session issues, latency complaints, and application crashes.
Applying patches and updates to Citrix components and maintaining compliance with security advisories.
Moving workloads from on-prem to cloud or consolidating multiple Citrix farms.
Maintaining conceptual operations, blueprints, and standard operating procedures for deployments.
KEY ASSUMPTIONS
$20 billion revenue
75,000 employees
15,000 Citrix DaaS users
Citrix Universal Hybrid Multi-Cloud Licensing Model
Citrix offers a subscription-based licensing model that allows customers to deploy the same entitlements across on-premises, private cloud, and public cloud environments without requiring separate licenses for each location. Generally, interviewees said the more features their organization employs, the greater ROI it realizes. Although the composite organization does not use all of the features of Citrix UHMC, the licensing includes:
Citrix app and desktop virtualization, which delivers centrally managed virtual apps and desktops with HDX performance optimizations
Citrix Endpoint Management, which provides unified management of corporate and BYO endpoints (e.g., mobile, laptop, thin client) with policy-based controls and automation.
Citrix Secure Private Access, which provides Zero Trust network access to deliver, secure, and manage applications for users on any device on-premises and in the cloud without traditional VPNs.
NetScaler, an application delivery and security platform that offers advanced load balancing, web app firewall, and traffic management.
DeviceTRUST,which streamlines Zero Trust strategy through continuous contextual access and ensures only compliant devices and applications access company data.
UberAgent, an endpoint observability and experience analytics tool that captures detailed telemetry on applications, logins, and system performance.
Citrix Unicon OS, which includes eLux (an endpoint OS) and Scout (a management platform for virtual desktop endpoints across thin clients, PCs, and laptops).
XenServer, an enterprise virtualization platform optimized for Citrix workloads that provides VM hosting along with lifecycle management and security features.
Analysis Of Benefits
Quantified benefit data as applied to the composite
Total Benefits
Ref.
Benefit
Year 1
Year 2
Year 3
Total
Present Value
Atr
Savings from incremental output for professional workers
$3,705,000
$3,705,000
$3,705,000
$11,115,000
$9,213,787
Btr
Annual cost savings in cloud compute and storage costs
$1,530,000
$1,530,000
$1,530,000
$4,590,000
$3,804,884
Ctr
Data center infrastructure and staffing savings
$637,500
$956,250
$1,275,000
$2,868,750
$2,327,761
Dtr
Licensing savings
$148,500
$148,500
$148,500
$445,500
$369,298
Etr
Savings from annual support desk time recaptured
$43,875
$43,875
$43,875
$131,625
$109,111
Total benefits (risk-adjusted)
$6,064,875
$6,383,625
$6,702,375
$19,150,875
$15,824,841
Savings From Incremental Output For Professional Workers
Evidence and data. Interviewees provided various examples of how Citrix DaaS increased session and application performance for broad groups of users.
The vice president of technology operations in transportation stated that their company realized significant productivity improvements after moving from a decentralized IT model to a centralized Citrix environment. Previous latency and instability with other solutions slowed workflows for global users in regions with poor connectivity. But the interviewee said using Citrix High-Definition Experience (HDX) technologies optimized performance across high-latency networks and enabled a 20% productivity increase for end users.
The technical lead, cloud virtualization team, at an aerospace organization said Citrix DaaS collocated virtual workspaces with large engineering datasets in the data center, which accelerated workflows for engineers and knowledge workers while eliminating latency issues and reducing task completion times. They also said the solution provided a uniform experience across fragmented networks and supported secure access for thousands of contractors without compromising compliance. The interviewee explained that Citrix DaaS enabled their organization to access these GPU resources remotely and streamlined the sharing and manipulation of very large files across global teams, which supported faster and more collaborative design cycles.
One healthcare interviewee stated their organization realized major productivity gains after integrating the Citrix solution into its AVD environment. Before this, users experienced performance issues, such as latency and data synchronization across back-end systems. After implementing the solution, application delivery and autoscaling improved, which increased productivity by 30%.
Another healthcare interviewee said their organization applied Citrix technology to provide roaming virtual desktops that enable frontline medical staff to maintain persistent sessions across multiple workstations during their shifts as they travel to many patient rooms. They can log in once and then reconnect to a new workstation in 5 seconds or less instead of repeating full logins and application reloads, which previously took 25 to 30 seconds. Additionally, the interviewee stated their organization integrated a badge login capability with its Citrix workstations to further speed up the login process.
Other interviewees commented on how Citrix functionalities improved productivity for users across their organizations. They said this is primarily due to the HDX protocol, which improved access speed and session reliability for large user groups across varied environments. These gains reduced delays, limited session interruptions, and preserved application states across shared devices and VMs. The Citrix solution architect at a consulting company said: “The biggest technology that Citrix has is the HDX protocol. That is engineered to deliver high-definition visualization, audio, and video — even in those long-distance environments.”
Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
Of the 15,000 Citrix DaaS users, approximately 20% (3,000) are knowledge workers who perform compute-intensive tasks. These workers spend about half their time (4 hours per day) on applications.
With the Citrix solution, these workers experience a 10% performance boost from reduced latency and HDX benefits. This is applied to 40% concurrent sessions where latency is most apparent.
An additional 2,000 Citrix DaaS users are frontline medical personnel knowledge workers who have 20 patient interactions per daily shift. Each interaction requires two application or device logins. With Citrix, persistent application states, these workers save 20 seconds per login.
The average fully loaded hourly salary for a knowledge worker is $75.
The average fully loaded hourly salary for a frontline medical professional is $100.
A recapture rate of 25% is applied because not all recaptured time is put to productive use.
Risks. There are several factors that can affect this productivity benefit, including:
The number of knowledge workers and frontline workers who access applications concurrently through Citrix DaaS.
The wait times in workstations and application login process for frontline workers.
The application use time for various types of knowledge workers.
Salaries and growth rates for Citrix DaaS users.
Results. To account for these risks, Forrester adjusted this benefit downward by 25%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $9.2 million.
10%
Improvement in end-user productivity with Citrix DaaS
“We’ve had feedback [from engineers] saying that for something that would normally take 2 hours to complete, [they] can do it in 15 minutes with Citrix.”
“The virtual desktop is something that our clinical providers have really been appreciating. They see a nonpersistent virtual desktop where a provider can [seamlessly] move between devices in a facility. They really like that roaming virtual desktop experience.”
AVP, service engineering, healthcare
Savings From Incremental Output For Professional Workers
Ref.
Metric
Source
Year 1
Year 2
Year 3
A1
Knowledge worker users
Composite
3,000
3,000
3,000
A2
Percentage of concurrent sessions
Interviews
40%
40%
40%
A3
Fully loaded hourly salary for a knowledge worker
Composite
$75
75
75
A4
Daily time spent using applications (hours)
Interviews
4
4
4
A5
Productivity improvement
Interviews
10%
10%
10%
A6
Subtotal: Potential productivity gain per year for knowledge workers
A1*A2*A3*A4*A5*260
$9,360,000
$9,360,000
$9,360,000
A7
Medical staff members who use multiple devices
Composite
2,000
2,000
2,000
A8
Device and application logins per daily shift
Interviews
40
40
40
A9
Time saved per login with persistent application states (minutes)
Interviews
0.3
0.3
0.3
A10
Fully loaded hourly salary for a medical professional
Composite
$100
$100
$100
A11
Subtotal: Potential productivity gain for medical workers
A7*A8*A9/60*A10*260
$10,400,000
$10,400,000
$10,400,000
A12
Recapture rate
TEI methodology
25%
25%
25%
At
Savings from incremental output for professional workers
(A6+A11)*A12
$4,940,000
$4,940,000
$4,940,000
Risk adjustment
↓25%
Atr
Savings from incremental output for professional workers (risk-adjusted)
$3,705,000
$3,705,000
$3,705,000
Three-year total: $11,115,000
Three-year present value: $9,213,787
Annual Cost Savings In Cloud Compute And Storage Costs
Evidence and data. Interviewees conveyed that their organizations realized measurable savings in compute optimization and storage management while improving scalability and user experience.
The AVP, service engineering, in the healthcare industry said their organization ran its virtual desktop environment on Microsoft Azure and used the Citrix Autoscale feature to dynamically power machines on and off based on user demand. This aligned resources with peak and off-peak usage within clinics and hospitals to reduce compute costs. The interviewee estimated this saved 30% to 40% in VM operating costs instead of keeping all machines running 24/7. They said: “Citrix’s integration with Microsoft Azure allowed us to apply automatic scaling actions. We can minimize cost by tuning how [the Citrix solution] is managing [these] virtual desktops. This translates to hundreds of thousands of dollars in savings annually.”
Interviewees said Autoscale helps reduce costs in the cloud by shutting down machines that are not needed during off-peak times or when there is low load on the catalog. They explained that it also helps to power on required machines before a new shift or workday when many users are logging in so that user experience is not affected by long login times when VMs boot.
Interviewees said Citrix Machine Creation Services (MCS) and Provisioning Services minimized storage needs by using gold images and small write caches instead of full-size persistent disks. They explained that this reduced storage needs in the cloud for both VMs and servers. The technical lead, cloud virtualization team, at an aerospace company said, “[We realized] storage cost savings by utilizing the Citrix control plane to reconfigure Azure VM disks to a lower tier when the VM is powered down.”
The director of IT, enterprise technology, in the healthcare industry stated that Citrix caching and database mechanisms provided more intelligent data handling and reduced duplication in virtualized environments, saving the organization around $1 million in annual storage costs. The interviewee attributed about 75% of those savings directly to the Citrix solution.
Interviewees said that because Citrix Machine Creation Services I/O uses RAM to handle short-term activity before efficiently writing to disk, the optimization enhanced performance and lowered storage costs. They explained that this approach made sessions faster and more responsive while allowing their organizations to rely on more cost‑effective storage without sacrificing performance.
Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
The composite deploys 4,000 VMs across its hospitals, clinics, and offices. These endpoints operate 24/7.
The composite’s cost of operating a VM without the Citrix solution (including compute and storage costs) is $4.50 per day ($1,620 per year).
The composite’s cost of operating a VM with the Citrix solution (including compute and storage costs) is $3.25 per day ($1,170 per year).
Risks. There are several factors that can affect this benefit, including:
The number of VMs that operate 24/7 at operational locations.
The organization’s cloud operating costs for a VM.
Results. To account for these risks, Forrester adjusted this benefit downward by 15%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $3.8 million.
28%
Savings on VM compute and storage costs with Citrix DaaS
“One element is reducing compute costs by utilizing capabilities like Autoscale and vertical load balancing. … We’re looking at a reduction of 30% of the hourly utilization.”
“The caching mechanisms and database mechanisms you get with Citrix help you store data in a more intelligent manner. … This would probably save us over $1 million in storage costs.”
Director of IT, enterprise technology, healthcare
Annual Cost Savings In Cloud Compute And Storage Costs
Ref.
Metric
Source
Year 1
Year 2
Year 3
B1
VMs
Composite
4,000
4,000
4,000
B2
Annual compute and storage costs of running a VM 24/7
Composite
$1,620
$1,620
$1,620
B3
Annual compute and storage costs of running a VM with Autoscale 24/7
Composite
$1,170
$1,170
$1,170
Bt
Annual cost savings in cloud compute and storage costs
B1*(B2-B3)
$1,800,000
$1,800,000
$1,800,000
Risk adjustment
↓15%
Btr
Annual cost savings in cloud compute and storage costs (risk-adjusted)
$1,530,000
$1,530,000
$1,530,000
Three-year total: $4,590,000
Three-year present value: $3,804,884
Data Center Infrastructure And Staffing Savings
Evidence and data. Four of the five interviewees said their organization realized savings by consolidating data centers or reducing costs after migrating infrastructure to the cloud. More than one said this was a driver for their organization’s adoption of Citrix DaaS.
The vice president of technology operations in the transportation industry said their organization consolidated three data centers into one, which saved $3 million per year related to hardware maintenance and other operating costs.
The AVP, service engineering, in the healthcare industry said their organization consolidated application hosting into a centralized data center and eliminated several regional data centers: “An organization like mine could say it’s going to have data center spaces in every one of its geographies. But there’s a big cost associated with that, so we wanted to consolidate. [The Citrix solution] allowed us to do that.”
The technical lead, cloud virtualization team, in the aerospace industry said their organization transitioned from an on-premises Citrix environment to the Citrix Cloud control plane as part of an initiative to unify IT services and deliver a consistent user experience across business units. This migration involved retiring legacy farm control planes and consolidating management under Citrix Cloud, which the interviewee said streamlined operations and eliminated the need to maintain on-prem infrastructure. They explained: “The Citrix Cloud control plane allowed us to be very fast in rolling out additional sites. We’re not wasting time building dedicated Citrix farms on-premises because all of that is running already in the cloud.” The interviewee said this shift enabled faster site rollouts and reduced technical debt while positioning Citrix DaaS as the strategic management layer for future AVD deployments.
Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
With Citrix DaaS, the composite avoids infrastructure upgrades and maintenance costs of $1.5 million each year.
The existing data centers are phased out over the three-year period.
Risks. There are several factors that can affect this benefit, including:
The number and sizes of the organization’s data centers.
The extent and pace that the organization phases out data centers.
Results. To account for these risks, Forrester adjusted this benefit downward by 15%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $2.3 million.
“On an annual basis, it’s around $3 million that we saved every year by eliminating local data centers and moving to a centralized cloud [environment].”
Vice president of technology operations, transportation
Data Center Infrastructure And Staffing Savings
Ref.
Metric
Source
Year 1
Year 2
Year 3
C1
Infrastructure costs
Interviews
$1,500,000
$1,500,000
$1,500,000
C2
Portion data centers phased out
Interviews
50%
75%
100%
Ct
Data center infrastructure and staffing savings
C1*C2
$750,000
$1,125,000
$1,500,000
Risk adjustment
↓15%
Ctr
Data center infrastructure and staffing savings (risk-adjusted)
$637,500
$956,250
$1,275,000
Three-year total: $2,868,750
Three-year present value: $2,327,761
Licensing Savings
Evidence and data. Two interviewees described specific cases of eliminating or reducing software and related costs after investing in Citrix DaaS.
The technical lead, cloud virtualization team, in the aerospace industry stated their organization eliminated a user environment management tool due to Citrix Workspace Environment Management (WEM) that saved the company $90,000 per year. They said WEM helps control compute costs by automatically managing applications and explained that it monitors application behavior on the VDA and dynamically optimizes CPU scheduling, memory consumption for idle apps, and process I/O priority to protect user experience. The interviewee said it does this at the OS/process level instead of resizing the underlying VM in real time.
The vice president of technology operations in the transportation industry stated their organization eliminated networking software after centralizing application delivery through Citrix Cloud. Previously, the company relied on private MPLS networks and local VPNs for remote access across its region and countries. The interviewee commented, “We completely got rid of MPLS and VPN dependencies, which [led to] cost savings and simplification of the network layout in every location.”
Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
The composite has 15,000 Citrix DaaS users.
The composite saves $6 per user for a workspace environment software and $5.50 per user for VPN software.
Risks. There are several factors that can affect this benefit, including the organization’s tools for networking, systems management, and endpoint management.
Results. To account for these risks, Forrester adjusted this benefit downward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $369,000.
Licensing Savings
Ref.
Metric
Source
Year 1
Year 2
Year 3
D1
Savings from elimination of user environment management software
Composite
$90,000
$90,000
$90,000
D2
Savings from elimination of VPN software
Composite
$75,000
$75,000
$75,000
Dt
Licensing savings
D1+D2
$165,000
$165,000
$165,000
Risk adjustment
↓10%
Dtr
Licensing savings (risk-adjusted)
$148,500
$148,500
$148,500
Three-year total: $445,500
Three-year present value: $369,298
Savings From Annual Support Desk Time Recaptured
Evidence and data. Interviewees said Citrix DaaS reduced support desk strain by improving system stability, simplifying troubleshooting, and enabling centralized management. These efficiencies translated into measurable labor savings and freed IT teams to focus on higher-value tasks.
One healthcare interviewee reported that before implementing the Citrix solution, users experienced performance and scalability issues in their native AVD environments, which burdened the IT help desk’s Level 2 and Level 3 teams. After implementing Citrix DaaS, the organization eliminated more than 90% to 95% of these issues, cutting ticket volumes dramatically.
The technical lead, cloud virtualization team, in the aerospace industry noted that moving to Citrix Cloud control plane removed the need for frequent database and infrastructure maintenance, saving 64 hours every quarter on updates and 160 hours per site rollout by leveraging Citrix Cloud automation. They said switching to Citrix Cloud control plane provided savings in terms of effort and resources required for day-to-day support. The interviewee explained: “We don’t have to deal with database upgrades. On average, that’s an update every three months … about 40 hours to plan, 12 hours to execute, and 12 hours for support. So, we’re looking at 64 hours saved every three months.”
The vice president of technology at a transportation company mentioned receiving fewer complaints and having smoother operations after standardizing application delivery through Citrix. They said, “Our offshore teams finally had smooth video calls and responsive desktops.” This also reduced service desk call volumes.
Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
The composite has 15,000 Citrix DaaS users.
Ten full-time support FTEs support the Citrix users.
With the Citrix solution, each FTE reduces the weekly time allocated to resolving tickets by 2.5 hours (6%).
A recapture rate of 75% is applied because not all recaptured time is put to productive use.
Risks. There are several factors that can affect this benefit, including:
The number and roles of the organization’s Citrix users.
The number of support tickets and the severity of issues generated prior to using Citrix DaaS.
The average salaries and growth rates for IT support roles.
Results. To account for these risks, Forrester adjusted this benefit downward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $109,000.
6%
IT support time savings with Citrix DaaS
“The help desk was dealing with some unhappy users. [Now that] Citrix is in place, there’s not nearly as many calls.”
Vice president of technology operations, transportation
“We were spending 20 hours per week fixing AVD issues. Citrix eliminated that.”
Director of IT, enterprise technology, healthcare
Savings From Annual Support Desk Time Recaptured
Ref.
Metric
Source
Year 1
Year 2
Year 3
E1
Weekly service desk time savings (hours)
Interviews
25
25
25
E2
Fully loaded hourly salary for an IT support staff member
Composite
$50
$50
$50
E3
Productivity recapture
TEI methodology
75%
75%
75%
Et
Savings from annual support desk time recaptured
E1*E2*E3*52
$48,750
$48,750
$48,750
Risk adjustment
↓10%
Etr
Savings from annual support desk time recaptured (risk-adjusted)
$43,875
$43,875
$43,875
Three-year total: $131,625
Three-year present value: $109,111
Unquantified Benefits
Interviewees mentioned the following additional benefits that their organizations experienced but could not quantify:
Enhanced security and compliance. Interviewees said that features like RBAC, secure remote access, and advanced session management allowed IT teams to define granular permissions and apply consistent security policies across all users and applications. Additionally, they explained that Citrix DaaS integrated capabilities (e.g., browser isolation, watermarking, device posture checks) that helped prevent data leakage and ensured that sensitive information remained within controlled environments. These features reduced risk exposure across endpoints and gave IT teams greater ability to enforce and standardize security policies. The technical lead, cloud virtualization team, at an aerospace company stated: “Security was non-negotiable. Citrix gave us the controls we needed.”
Operational flexibility and agility. By leveraging Citrix Cloud control plane and advanced management tools, IT teams gained the ability to deploy new sites, onboard acquisitions, and roll out applications in hours instead of weeks, which eliminated the need to build dedicated on-premises farms.This accelerated time to value for new projects and provided the flexibility to support diverse use cases. The technical lead, cloud virtualization team, at an aerospace company said, “We can roll out new sites without building farms from scratch.”
Strategic alignment and ecosystem fit. Interviewees stated that the Citrix solution enabled or enhanced their organization’s cloud-first strategies, hybrid architectures, and Zero Trust security models without forcing disruptive changes. The technical lead, cloud virtualization team, in the aerospace industry said their organization used Citrix Cloud as the control plane for AVD to deliver a uniform experience across business units. Similarly, the vice president of technology operations in the transportation industry said their company leveraged Citrix DaaS to standardize application delivery globally, which was critical for its mergers and acquisitions. Interviewees said because the Citrix solution integrates with SaaS ecosystems, it’s a natural extension of existing platforms. This interoperability reduced retraining costs, accelerated onboarding, and helped ensure compliance with industry-specific regulations.
Rapid recovery from outages. The AVP, service engineering, in the healthcare industry said the Citrix solution helped their organization quickly recover from a major outage by leveraging nonpersistent image management technology. They said that with MCS and Provisioning Services — which rely on gold images rather than persistent configurations — the IT team simply rebooted affected machines, which instantly reverted them to a clean state and allowed the team to avoid manual remediation. As a result, Tier one applications were restored within 4 hours instead of a week for traditional workstations. The interviewee commented: “Because of our use of nonpersistent image management with Citrix, we were able to bring everything back quickly.”
“Citrix is like that storefront where everything is managed from an environment-based perspective. It is a critical component for setting up access policies and role-based access controls.”
Director of IT, enterprise technology, healthcare
“Citrix helps us unify services, [which means] positioning Citrix and Azure strategically as a better-together story.”
The value of flexibility is unique to each customer. There are multiple scenarios in which a customer might implement Citrix DaaS and later realize additional uses and business opportunities, including:
Expanding cloud adoption. Some interviewees said their organization plans to leverage Citrix to increase its cloud footprint. The director of IT, enterprise technology, at a healthcare organization stated, “We expect 70% to 80% cloud adoption in the next few years, and Citrix is central to that strategy.” Interviewees said having this flexibility would allow their organizations to scale workloads dynamically, reduce infrastructure dependency, and optimize costs through autoscaling.
Having support for M&A and global expansion. Interviewees explained that Citrix DaaS enables rapid onboarding of new entities and users during mergers and acquisitions, ensuring their organizations can integrate new business units without major infrastructure changes. The vice president of technology operations at a transportation organization commented, “We onboarded 300 entities and 23,000 employees within the timeline because of Citrix.”
Leveraging Citrix Entitlements for cost avoidance. Interviewees said their organizations have access to bundled entitlements (e.g., Enterprise Browser, analytics tools) within the Citrix platform license that could create future cost savings if adopted more broadly. The AVP, service engineering, in the healthcare industry noted their organization plans to use the Chrome Enterprise entitlement. “[It] will save us $4 million per year.”
Flexibility would also be quantified when evaluated as part of a specific project (described in more detail in Total Economic Impact Approach).
Analysis Of Costs
Quantified cost data as applied to the composite
Total Costs
Ref.
Cost
Initial
Year 1
Year 2
Year 3
Total
Present Value
Ftr
Software subscription fees
$0
$2,500,000
$2,500,000
$2,500,000
$7,500,000
$6,217,130
Gtr
Internal staff implementation costs
$457,380
$152,460
$0
$0
$609,840
$595,980
Htr
External professional services costs
$950,400
$0
$0
$0
$950,400
$950,400
Itr
Administrative costs
$0
$862,125
$862,125
$862,125
$2,586,375
$2,143,977
Total costs (risk-adjusted)
$1,407,780
$3,514,585
$3,362,125
$3,362,125
$11,646,615
$9,907,487
Software Subscription Fees
Evidence and data. Interviewees’ organizations were licensed under different Citrix pricing models, including UHMC and Citrix Platform Licensing. This reflected wide-ranging equivalent costs per user across the organizations. Pricing may vary. Contact Citrix for additional details.
Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
The composite organization has 15,000 users.
The composite uses UHMC licensing.
The composite pays annual subscription fees of $2.5 million.
Risks. There are several factors that can affect this cost, including:
The size of the organization.
The licensing model used.
The organization’s deployment approach.
The service tier.
The feature set.
Contract duration.
The organization’s region.
Results. To account for these risks, Forrester adjusted this cost upward by 0%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $6.2 million.
Software Subscription Fees
Ref.
Metric
Source
Initial
Year 1
Year 2
Year 3
F1
Software subscription fee
Citrix
$2,500,000
$2,500,000
$2,500,000
Ft
Software subscription fees
F1
$0
$2,500,000
$2,500,000
$2,500,000
Risk adjustment
0%
Ftr
Software subscription fees (risk-adjusted)
$0
$2,500,000
$2,500,000
$2,500,000
Three-year total: $7,500,000
Three-year present value: $6,217,130
Internal Staff Implementation Costs
Evidence and data. Interviewees’ organizations used different approaches to implementing Citrix DaaS, depending on several factors. They implemented with different combinations of internal resources, Citrix professional services, and third-party consultants.
Some interviewees said their IT teams invested time and resources into implementation planning efforts that encompassed an evaluation of existing infrastructure, application dependencies, and latency-sensitive workloads. One said their organization engaged with Citrix professional services for this effort.
The number of applications and locations to be accessed through Citrix DaaS influenced the length of the implementations. Interviewees from organizations with more complex applications and/or more locations typically said their company executed a phased implementation approach.
Interviewees explained that the delivery model and architecture design affect the complexity and length of implementation. The technical lead, cloud virtualization team, at the aerospace organization said, “We retired legacy farm control planes that were deployed on‑premises and replaced them with the Citrix DaaS control plane tenant, covering all business units.”
One interviewee said their organization hired an external consultant for training all users on Citrix over a six-week period. Others said their organization used self-paced training provided by Citrix.
Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
The composite’s implementation period for Citrix DaaS is nine months.
Six FTEs at the composite organization dedicate 50% of their time to the implementation alongside external consultants.
These FTEs remain on the project three months after the implementation to fine-tune.
The fully loaded monthly salary for a network architect or engineer is $15,400.
External training costs are not included.
Risks. There are several factors that can affect this cost, including:
The number of workers assigned to the implementation of Citrix and their roles.
The Citrix features implemented.
The number and dispersion of users.
Specific components of the architecture design.
Internal staff level of knowledge and experience with Citrix.
Division of tasks between internal staff and external consultants.
Salaries and growth rates for various IT support roles.
Results. To account for these risks, Forrester adjusted this cost upward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $596,000.
“The biggest [item] was deciding which applications to move into the cloud. We had to take a very cautious approach.”
Director of IT, healthcare
Internal Staff Implementation Costs
Ref.
Metric
Source
Initial
Year 1
Year 2
Year 3
G1
FTEs who work on implementation
Composite
6
6
G2
Fully loaded monthly salary for an IT staff member
Composite
$15,400
$15,400
G3
Percentage of time staff devote to Citrix implementation
Evidence and data. Four of the five interviewees said their organization engaged various types of professional services to lead or assist with aspects of implementation. They hired between three and six consultants from systems integrators and/or Citrix for several months. These interviewees said their organizations needed to budget for premium support or external consulting to mitigate any knowledge gaps.
Two of the interviewees stated their organization used a trusted partner for implementation. The director of IT, enterprise technology, at a healthcare organization commented, “Organizations are going to have their own systems integrators that they worked in the past that are like trusted advisor partners.”
Two other interviewees said their organization engaged with Citrix for support and validation during implementation. One contracted with Citrix for a paid engagement to validate performance improvements and platform design. Another upgraded its support agreement to premium, which gave them 40 hours per year to use toward consultancy work.
Interviewees said Citrix invests directly in these services, which can offset a portion of the effort through licensing, which can reduce the professional services.
Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
The composite’s implementation takes nine months.
The composite hires four consultants from an SI partner.
These consultants work alongside internal systems and network architects, and they lead more advanced parts of the implementation.
The monthly rate for a consultant is $24,000.
Risks. There are several factors that can affect this cost, including:
The Citrix features implemented.
The scope of the implementation.
The organization’s level of expertise and desire to work with SIs.
The extent and complexity of application or hardware integration.
Results. To account for these risks, Forrester adjusted this cost upward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $950,000.
External Professional Services Costs
Ref.
Metric
Source
Initial
Year 1
Year 2
Year 3
H1
Consultants from an SI partner who work on implementation
Composite
4
H2
Monthly rate for a consultant from an SI partner who works on implementation
Composite
$24,000
H3
Implementation duration (months)
G4
9
Ht
External professional services costs
H1*H2*H3
$864,000
$0
$0
$0
Risk adjustment
↑10%
Htr
External professional services costs (risk-adjusted)
$950,400
$0
$0
$0
Three-year total: $950,400
Three-year present value: $950,400
Administrative Costs
Evidence and data. Interviewees from larger organizations said their company assigned dedicated teams of between 15 and 30 engineers to manage all support and maintenance of Citrix DaaS. Smaller organizations used 15 or fewer FTEs to support Citrix.
Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
The composite has 15,000 users.
The composite has 10 support engineers.
The engineers dedicate 75% of their time to administrative and maintenance tasks for the Citrix solution.
The fully burdened annual salary for a Citrix support engineer is $104,500.
Risks. There are several factors that can affect this cost, including:
The Citrix features and components enabled.
Time spent on Citrix training resources.
The number of support engineers.
Other responsibilities of the support engineers.
Salaries and growth rates for support roles.
Results. To account for these risks, Forrester adjusted this cost upward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $2.1 million.
Administrative Costs
Ref.
Metric
Source
Initial
Year 1
Year 2
Year 3
I1
FTEs who provide support and maintenance of Citrix DaaS
Composite
10
10
10
I2
Annual fully loaded salary for an FTE who provides maintenance of Citrix DaaS
Composite
$104,500
104,500
104,500
I3
Percentage of time each FTE devotes to Citrix
Interviews
75%
75%
75%
It
Administrative costs
I1*I2*I3
$0
$783,750
$783,750
$783,750
Risk adjustment
↑10%
Itr
Administrative costs (risk-adjusted)
$0
$862,125
$862,125
$862,125
Three-year total: $2,586,375
Three-year present value: $2,143,977
Financial Summary
Consolidated Three-Year, Risk-Adjusted Metrics
Cash Flow Chart (Risk-Adjusted)
[CHART DIV CONTAINER]
Total costsTotal benefitsCumulative net benefitsInitialYear 1Year 2Year 3
Cash Flow Analysis (Risk-Adjusted)
Initial
Year 1
Year 2
Year 3
Total
Present Value
Total costs
($1,407,780)
($3,514,585)
($3,362,125)
($3,362,125)
($11,646,615)
($9,907,487)
Total benefits
$0
$6,064,875
$6,383,625
$6,702,375
$19,150,875
$15,824,841
Net benefits
($1,407,780)
$2,550,290
$3,021,500
$3,340,250
$7,504,260
$5,917,354
ROI
60%
Payback
7 months
Please Note
The financial results calculated in the Benefits and Costs sections can be used to determine the ROI, NPV, and payback period for the composite organization’s investment. Forrester assumes a yearly discount rate of 10% for this analysis.
These risk-adjusted ROI, NPV, and payback period values are determined by applying risk-adjustment factors to the unadjusted results in each Benefit and Cost section.
The initial investment column contains costs incurred at “time 0” or at the beginning of Year 1 that are not discounted. All other cash flows are discounted using the discount rate at the end of the year. PV calculations are calculated for each total cost and benefit estimate. NPV calculations in the summary tables are the sum of the initial investment and the discounted cash flows in each year. Sums and present value calculations of the Total Benefits, Total Costs, and Cash Flow tables may not exactly add up, as some rounding may occur.
From the information provided in the interviews, Forrester constructed a Total Economic Impact™ framework for those organizations considering an investment in Citrix DaaS.
The objective of the framework is to identify the cost, benefit, flexibility, and risk factors that affect the investment decision. Forrester took a multistep approach to evaluate the impact that Citrix DaaS can have on an organization.
Due Diligence
Interviewed Citrix stakeholders and Forrester analysts to gather data related to Citrix DaaS.
Interviews
Interviewed five decision-makers at organizations using Citrix DaaS to obtain data about costs, benefits, and risks.
Composite Organization
Designed a composite organization based on characteristics of the interviewees’ organizations.
Financial Model Framework
Constructed a financial model representative of the interviews using the TEI methodology and risk-adjusted the financial model based on issues and concerns of the interviewees.
Case Study
Employed four fundamental elements of TEI in modeling the investment impact: benefits, costs, flexibility, and risks. Given the increasing sophistication of ROI analyses related to IT investments, Forrester’s TEI methodology provides a complete picture of the total economic impact of purchase decisions. Please see Appendix A for additional information on the TEI methodology.
Total Economic Impact Approach
Benefits
Benefits represent the value the solution delivers to the business. The TEI methodology places equal weight on the measure of benefits and costs, allowing for a full examination of the solution’s effect on the entire organization.
Costs
Costs comprise all expenses necessary to deliver the proposed value, or benefits, of the solution. The methodology captures implementation and ongoing costs associated with the solution.
Flexibility
Flexibility represents the strategic value that can be obtained for some future additional investment building on top of the initial investment already made. The ability to capture that benefit has a PV that can be estimated.
Risks
Risks measure the uncertainty of benefit and cost estimates given: 1) the likelihood that estimates will meet original projections and 2) the likelihood that estimates will be tracked over time. TEI risk factors are based on “triangular distribution.”
Financial Terminology
Present value (PV)
The present or current value of (discounted) cost and benefit estimates given at an interest rate (the discount rate). The PVs of costs and benefits feed into the total NPV of cash flows.
Net present value (NPV)
The present or current value of (discounted) future net cash flows given an interest rate (the discount rate). A positive project NPV normally indicates that the investment should be made unless other projects have higher NPVs.
Return on investment (ROI)
A project’s expected return in percentage terms. ROI is calculated by dividing net benefits (benefits less costs) by costs.
Discount rate
The interest rate used in cash flow analysis to take into account the time value of money. Organizations typically use discount rates between 8% and 16%.
Payback
The breakeven point for an investment. This is the point in time at which net benefits (benefits minus costs) equal initial investment or cost.
Appendix A
Total Economic Impact
Total Economic Impact is a methodology developed by Forrester Research that enhances a company’s technology decision-making processes and assists solution providers in communicating their value proposition to clients. The TEI methodology helps companies demonstrate, justify, and realize the tangible value of business and technology initiatives to both senior management and other key stakeholders.
1 Total Economic Impact is a methodology developed by Forrester Research that enhances a company’s technology decision-making processes and assists solution providers in communicating their value proposition to clients. The TEI methodology helps companies demonstrate, justify, and realize the tangible value of business and technology initiatives to both senior management and other key stakeholders.
[CONTENT]
Disclosures
Readers should be aware of the following:
This study is commissioned by Citrix and delivered by Forrester Consulting. It is not meant to be used as a competitive analysis.
Forrester makes no assumptions as to the potential ROI that other organizations will receive. Forrester strongly advises that readers use their own estimates within the framework provided in the study to determine the appropriateness of an investment in Citrix DaaS.
Citrix reviewed and provided feedback to Forrester, but Forrester maintains editorial control over the study and its findings and does not accept changes to the study that contradict Forrester’s findings or obscure the meaning of the study.
Citrix provided the customer names for the interviews but did not participate in the interviews.
Consulting Team:
Jonathan Whaling
Published
February 2026
The Total Economic Impact™ Of Citrix DaaS
This study is commissioned by Citrix and delivered by Forrester Consulting.