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Advise & Plan · Workflow

Lifecycle Manager – Workstation Refresh Planning

Automate workstation refresh planning by identifying aging hardware and distributing it across a quarterly roadmap.

Lifecycle Manager
Requires MCPby Shay Mac · Senior Solutions Engineer

Needs an LLM client connected to ScalePad MCP — Claude Desktop, Cursor, Windsurf or similar. Without it the assistant cannot call the recipe's tools.

User prompt

3 inputs to fill
For [CLIENT] in Lifecycle Manager, I'd like you to filter all workstations above 5 years old and place them into Initiatives on the roadmap over the next [QUANTITY] quarters.

They should be split evenly across the quarters, with the oldest devices scheduled in the first quarter and prioritized by age in subsequent quarters.

Please use the [INITIATIVE TEMPLATE].

## Inputs Required
- **Client Name**: The target customer/environment
- **Quantity of Quarters**: Number of quarters to distribute the refresh plan across
- **Initiative Template**: The predefined template to standardize initiative creation

## Expected Outcome
- All workstations older than 5 years are identified
- Devices are distributed evenly across the specified time period
- Oldest devices are prioritized earliest in the roadmap
- Initiatives are created using the specified template

## Notes
- Adjust the age threshold if aligning to different lifecycle standards (e.g., 3–4 years for high-performance environments)
- Can be reused for servers or other asset classes with minor modifications

This prompt automates the hardware refresh planning process within Lifecycle Manager. It identifies workstations exceeding 5 years of age and distributes them systematically into roadmap initiatives.

How to use

  1. 1.Open your AI interface (Claude, ChatGPT, etc.) that has access to your Lifecycle Manager data.
  2. 2.Fill in the bracketed inputs with the client details and timeline.
  3. 3.Execute the prompt to generate the structured roadmap.

Customization

  • Age Threshold: Change "5 years old" to "3" or "4" years depending on the client's performance standards.
  • Asset Class: Swap "workstations" for "servers" or "network hardware" to apply the same logic to different hardware types.
SMAuthorShay MacSenior Solutions Engineer · ScalePad
JMRequested byJames MontagueVice President, Client Services · Techlocity

Recipes are starting points. Adapt them to your environment and validate the output before putting one into practice.

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