| 1 | What workload will the server run? | VM host, database, file server, AD, application, GPU/AI, backup target, at what scale today and in 3 years? | Workload drives every other decision. A SQL server and a VDI host with the same core count are not interchangeable. | Document workloads + 3-year growth in writing before talking to any vendor. We provide a free workload-profiling worksheet on request. |
| 2 | What is your availability requirement? | Standalone, HA cluster (2+ nodes), stretched cluster, multi-site DR, and what RTO/RPO? | HA needs shared storage or HCI. Standalone can use local DAS. This decision changes the whole architecture. | Decide HA upfront, bolting it on later costs 2-3× the upfront design. For mid-market, default to a 3-node HCI or a 2-host + SAN cluster. |
| 3 | Where will the server physically live? | Office back-room (no rack), in-house server room, colocation, or cloud-adjacent edge? | No rack = tower. Server room with limited cooling = lower kW per rack = different sizing. | Visit the site and measure power/cooling reality, not the spec sheet. Older UAE buildings often have only 4-6 kW per rack available. |
| 4 | How big is your IT team and what skills do they have? | 1 person, 3 people, 10+ people. VMware experience? Linux? PowerShell? Network skills? | Lean teams should pick simpler platforms (HCI, Hyper-V). Skilled teams unlock more value from complex platforms (VMware NSX, Cisco UCS). | Be honest about skills. A 2-person IT team running VMware NSX is fragile; the same team running Nutanix sleeps better. |
| 5 | What is your budget posture, capex or opex? | Capex purchase + 3-5 year depreciation, or opex subscription / consumption? | HPE GreenLake, Dell APEX and Nutanix subscriptions exist for opex buyers. Capex usually wins on 5-year TCO. | Get capex AND opex quotes side-by-side. Compare 5-year TCO, not year-1 sticker price. Many opex pitches look cheap until year 4. |
| 6 | What's your 3-5 year roadmap? | Cloud migration? AI/GPU rollout? Acquisitions? Office expansion? | If you're moving to cloud in 18 months, don't buy 5-year hardware. If you're rolling out AI, plan power and cooling now. | If cloud is on the roadmap within 24 months, consider a 2-year lease or refurbished hardware instead of new capex. |