Research Hub > Virtualization Best Practices: The Next Step in Your Virtualization Journey
White Paper
12 min

Virtualization Best Practices: The Next Step in Your Virtualization Journey

IT leaders must align their virtualization decisions with their strategic objectives.

IN THIS ARTICLE

The virtualization market is experiencing significant disruption, driven by changes in licensing models, pricing structures and feature bundling. Many IT leaders are looking into switching providers for the first time in years, but this is neither an easy decision nor a simple process. Migration efforts require careful planning, as organizations must unravel previously hidden system interdependencies, map out complex migration waves and assess the potential costs and benefits of the move.

Some organizations opt to stay with their current vendor and try to maximize the value of their existing platform, while others are modernizing their infrastructure to emphasize hybrid cloud architectures or container-first deployment models, or else take a blended approach that places workloads in multiple platforms based on cost and other factors. A trusted partner such as CDW can help guide every step, resulting in a virtualization environment that supports an organization’s broader IT and business strategies.

CDW can help your organization implement a virtualization strategy that helps you achieve your business objectives.

The virtualization market is experiencing significant disruption, driven by changes in licensing models, pricing structures and feature bundling. Many IT leaders are looking into switching providers for the first time in years, but this is neither an easy decision nor a simple process. Migration efforts require careful planning, as organizations must unravel previously hidden system interdependencies, map out complex migration waves and assess the potential costs and benefits of the move.

Some organizations opt to stay with their current vendor and try to maximize the value of their existing platform, while others are modernizing their infrastructure to emphasize hybrid cloud architectures or container-first deployment models, or else take a blended approach that places workloads in multiple platforms based on cost and other factors. A trusted partner such as CDW can help guide every step, resulting in a virtualization environment that supports an organization’s broader IT and business strategies.

CDW can help your organization implement a virtualization strategy that helps you achieve your business objectives.

Illuminated locks

Virtualization at a Crossroads: Why Your Next Decision Is Critical

For years, many IT leaders have treated their virtualization refresh cycles as mere formalities — and with good reason. After all, if an organization had been with the same vendor for more than a decade, and the environment reliably helped the business meet its goals, then there was little need to evaluate alternatives.

The current moment is different. Suddenly, instead of breezing through routine refresh cycles, organizations find themselves at unfamiliar crossroads. Over the past several years, the virtualization market has been upended by dramatic changes in licensing, pricing and bundling, introducing significant uncertainty into what was previously considered a stable, foundational component of most organizations’ IT environments. In fact, the changes in virtualization licensing and pricing have been so drastic that many leaders report experiencing an emotional reaction when they realize that their renewal process will be completely different from those of years past.

Once this initial emotional reaction fades, however, business and IT leaders must quickly turn their attention to strategic discussions about their path forward. Over the past two decades, virtualization has gone from a niche IT innovation strategy to a default model for many environments. This means that today’s hypervisor decisions will carry long-term consequences, including ongoing impacts to cost structures, operating models, architectural flexibility and even future modernization plans. Many are finding this decision-making process challenging, not only because of the sudden shift in the virtualization market but also due to the need to balance immediate pressures (including looming renewal deadlines and pricing volatility) with long-term needs (such as agility, cloud alignment, containerization and AI-readiness).

To navigate this process, leaders must avoid the temptation to make reactive decisions and instead take a step back to evaluate their virtualization environments in the context of an ongoing strategic journey, rather than treating a refresh as a one-time event. As part of their new strategy, many organizations are opting to move away from using a single virtualization platform and instead embracing hybrid and multi-hypervisor environments. This reduces the risks of vendor lock-in, but it can also introduce a new level of complexity. Several providers now offer bundled full-stack solutions, and while these have benefits, many buyers find that they need to consult with an expert to help them untangle the different offerings and identify the best fit.

Third-party vendor-agnostic advice from a trusted partner such as CDW can help IT teams adopt and deploy new environments as efficiently as possible, while also future proofing organizations against volatility in the virtualization market.

28%

The percentage of IT leaders who say that vendor lock-in is a top concern prompting them to reassess their existing virtualization platform

Source: Red Hat, “The state of virtualization,” May 2025

CDW can help your organization deploy and optimize a new virtualization environment.

Virtualization at a Crossroads: Why Your Next Decision Is Critical

For years, many IT leaders have treated their virtualization refresh cycles as mere formalities — and with good reason. After all, if an organization had been with the same vendor for more than a decade, and the environment reliably helped the business meet its goals, then there was little need to evaluate alternatives.

The current moment is different. Suddenly, instead of breezing through routine refresh cycles, organizations find themselves at unfamiliar crossroads. Over the past several years, the virtualization market has been upended by dramatic changes in licensing, pricing and bundling, introducing significant uncertainty into what was previously considered a stable, foundational component of most organizations’ IT environments. In fact, the changes in virtualization licensing and pricing have been so drastic that many leaders report experiencing an emotional reaction when they realize that their renewal process will be completely different from those of years past.

Once this initial emotional reaction fades, however, business and IT leaders must quickly turn their attention to strategic discussions about their path forward. Over the past two decades, virtualization has gone from a niche IT innovation strategy to a default model for many environments. This means that today’s hypervisor decisions will carry long-term consequences, including ongoing impacts to cost structures, operating models, architectural flexibility and even future modernization plans. Many are finding this decision-making process challenging, not only because of the sudden shift in the virtualization market but also due to the need to balance immediate pressures (including looming renewal deadlines and pricing volatility) with long-term needs (such as agility, cloud alignment, containerization and AI-readiness).

To navigate this process, leaders must avoid the temptation to make reactive decisions and instead take a step back to evaluate their virtualization environments in the context of an ongoing strategic journey, rather than treating a refresh as a one-time event. As part of their new strategy, many organizations are opting to move away from using a single virtualization platform and instead embracing hybrid and multi-hypervisor environments. This reduces the risks of vendor lock-in, but it can also introduce a new level of complexity. Several providers now offer bundled full-stack solutions, and while these have benefits, many buyers find that they need to consult with an expert to help them untangle the different offerings and identify the best fit.

Third-party vendor-agnostic advice from a trusted partner such as CDW can help IT teams adopt and deploy new environments as efficiently as possible, while also future proofing organizations against volatility in the virtualization market.

CDW can help your organization deploy and optimize a new virtualization environment.

Virtualization by the Numbers

57%

The percentage of IT decision-makers who report being “very satisfied” with their current primary virtualization platform

Source: S&P Global Market Intelligence, “The virtues of virtualization,” August 2025

54%

The percentage of IT decision-makers who cited overall cost as the reason for their satisfaction with virtualization

Source: S&P Global Market Intelligence, “The virtues of virtualization,” August 2025

46%

The percentage of IT leaders who say optimizing across hybrid and multicloud environments will be one of the top changes to their virtualization environments over the next three years

Source: Red Hat, “The state of virtualization,” May 2025

Virtualization by the Numbers

57%

The percentage of IT decision-makers who report being “very satisfied” with their current primary virtualization platform

Source: S&P Global Market Intelligence, “The virtues of virtualization,” August 2025

54%

The percentage of IT decision-makers who cited overall cost as the reason for their satisfaction with virtualization

Source: S&P Global Market Intelligence, “The virtues of virtualization,” August 2025

46%

The percentage of IT leaders who say optimizing across hybrid and multicloud environments will be one of the top changes to their virtualization environments over the next three years

Source: Red Hat, “The state of virtualization,” May 2025

cdw

Understanding the True Cost and Complexity of Virtualization

Within most organizations, virtualization has been a relatively low-drama component of the IT ecosystem for years. While IT teams have continued to patch systems, upgrade hardware and implement cybersecurity measures, many have not undertaken a ground-up build of a virtualization environment or conducted a major migration for quite some time, if ever. Consequently, not all IT leaders are prepared for the cost and complexity that almost always accompanies a virtualization migration effort.

Understandably, many IT leaders facing steep price increases and unwanted feature bundles have a similar initial reaction: They want to switch vendors. This may, in fact, be the right path, but the process is rarely as smooth or simple as these leaders imagine. As teams take a closer look at their virtualization environments, they often discover that years of incremental growth have led to highly interdependent systems, with monitoring tools, automation workflows, backup processes and reporting structures that have all evolved alongside virtualization platforms. To make an informed decision, leaders must first identify their current operational dependencies, infrastructure readiness and long-term architectural goals.

UNRAVELING INTEGRATED VIRTUALIZATION ENVIRONMENTS: A virtualization environment extends far beyond the hypervisor layer, touching networking, storage, backup, monitoring and identity management, among other systems. Over time, IT teams establish standard operating procedures for these dependencies, including alert thresholds, backup windows, security baselines and acceptable levels of latency. Pull any of these threads without proper planning, and the entire fabric can come undone. Because these integrations largely determine how teams troubleshoot problems and maintain required service levels, changing the platform is inevitably a highly complex process. A thorough, early discovery effort may not make migration any less complex, but it will give leaders a clear map of their environment before they make a major move — potentially preventing service disruptions and other problems later.

MANAGING MIGRATIONS: If migration were as simple as merely moving virtual machines from one hypervisor to another, far more organizations would likely make the move. In reality, migration requires IT teams to conduct a variety of tasks:

• Design host sizing

• Plan cluster and storage layout in the target platform

• Choose migration toolkits

• Define “waves” of workloads to move based on criticality, technical complexity and business windows

• Prepare virtual machines and data for the new hypervisor

• Bring the virtual machines up in the target environment and perform rigorous testing

• Decommission the legacy environment

Hidden within these stages are myriad smaller steps, such as updating or replacing drivers, redesigning critical nonportable features, and rebuilding network and security elements such as virtual LANs and firewall rules. Teams also typically must re-create platform-specific automation and self-service features.

UNDERSTANDING VIRTUALIZATION PLATFORM TRADE-OFFS: When IT leaders decide to switch vendors, they cannot assume the new virtualization platform will have all the same features and functionality as their existing environment. For example, not all platforms offer the same levels of availability or load-balancing. And capabilities that were tightly integrated in legacy environments — such as backup and disaster recovery, monitoring and some security features — may need to be replaced with supplemental tools, adding both cost and risk. These differences can strain IT teams, even after a migration is complete. For example, when teams lose familiar visibility dashboards, this may lead to delays in incident resolution. Or, if a new virtualization platform lacks the automation maturity of a previous platform, the manual workload on IT teams may increase significantly. Leaders must take all of these trade-offs into account if they want to make a useful comparison.

cdw

Understanding the True Cost and Complexity of Virtualization

Within most organizations, virtualization has been a relatively low-drama component of the IT ecosystem for years. While IT teams have continued to patch systems, upgrade hardware and implement cybersecurity measures, many have not undertaken a ground-up build of a virtualization environment or conducted a major migration for quite some time, if ever. Consequently, not all IT leaders are prepared for the cost and complexity that almost always accompanies a virtualization migration effort.

Understandably, many IT leaders facing steep price increases and unwanted feature bundles have a similar initial reaction: They want to switch vendors. This may, in fact, be the right path, but the process is rarely as smooth or simple as these leaders imagine. As teams take a closer look at their virtualization environments, they often discover that years of incremental growth have led to highly interdependent systems, with monitoring tools, automation workflows, backup processes and reporting structures that have all evolved alongside virtualization platforms. To make an informed decision, leaders must first identify their current operational dependencies, infrastructure readiness and long-term architectural goals.

UNRAVELING INTEGRATED VIRTUALIZATION ENVIRONMENTS: A virtualization environment extends far beyond the hypervisor layer, touching networking, storage, backup, monitoring and identity management, among other systems. Over time, IT teams establish standard operating procedures for these dependencies, including alert thresholds, backup windows, security baselines and acceptable levels of latency. Pull any of these threads without proper planning, and the entire fabric can come undone. Because these integrations largely determine how teams troubleshoot problems and maintain required service levels, changing the platform is inevitably a highly complex process. A thorough, early discovery effort may not make migration any less complex, but it will give leaders a clear map of their environment before they make a major move — potentially preventing service disruptions and other problems later.

MANAGING MIGRATIONS: If migration were as simple as merely moving virtual machines from one hypervisor to another, far more organizations would likely make the move. In reality, migration requires IT teams to conduct a variety of tasks:

• Design host sizing

• Plan cluster and storage layout in the target platform

• Choose migration toolkits

• Define “waves” of workloads to move based on criticality, technical complexity and business windows

• Prepare virtual machines and data for the new hypervisor

• Bring the virtual machines up in the target environment and perform rigorous testing

• Decommission the legacy environment

Hidden within these stages are myriad smaller steps, such as updating or replacing drivers, redesigning critical nonportable features, and rebuilding network and security elements such as virtual LANs and firewall rules. Teams also typically must re-create platform-specific automation and self-service features.

UNDERSTANDING VIRTUALIZATION PLATFORM TRADE-OFFS: When IT leaders decide to switch vendors, they cannot assume the new virtualization platform will have all the same features and functionality as their existing environment. For example, not all platforms offer the same levels of availability or load-balancing. And capabilities that were tightly integrated in legacy environments — such as backup and disaster recovery, monitoring and some security features — may need to be replaced with supplemental tools, adding both cost and risk. These differences can strain IT teams, even after a migration is complete. For example, when teams lose familiar visibility dashboards, this may lead to delays in incident resolution. Or, if a new virtualization platform lacks the automation maturity of a previous platform, the manual workload on IT teams may increase significantly. Leaders must take all of these trade-offs into account if they want to make a useful comparison.

CDW can help your organization approach virtualization as a strategic capability, enhancing your ability to adapt in the future.

Andrew Young

Andrew Young

Hybrid Infrastructure Strategy Lead

Andrew Young is an experienced Hybrid Infrastructure Strategy Lead with a strong blend of technical expertise and business acumen. He is dedicated to driving organizational growth and innovation through the development and execution of strategic initiatives and skilled in mapping out comprehensive hybrid infrastructure strategies encompassing networking, storage, compute, and cloud solutions.
Chris Jostock

Chris Jostock

CDW Expert

Chris Jostock a highly experienced and trusted CDW expert.