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Persona Insight - Device Sizing Configuration


The “Persona Insight - Device Sizing” pack helps you to analyze the distribution and usage of devices across different employee mobility types, or Personas, enabling you to identify the most suitable equipment for each of those Personas.

Having the “right tool for the job” at the right time is very important in ensuring the best user experience. Providing over, or under-provisioned workstations to employees can result in increased support costs, loss of employee efficiency and the unnecessary use of multiple devices. This pack identifies the following three personas based on employee behavior:

  • Deskbound : Employees who have only one fixed office device.

  • Office Mobile : Employees who are mobile within company premises, using either a laptop or several different devices.

  • Fully remote : Employees who work exclusively remote from the office.

The distribution and usage of devices by these different personas is analyzed, enabling you to identify the most suitable equipment for each of those personas.


This pack requires the Persona Insight - Score Only pack to be pre-installed.

This pack also requires DEX v2 to be installed.

Versions Initial Release


Out of the box, this pack will focus on your entire Organization. It is entirely possible - almost probable - that in fact it will be a subset of devices that you are interested in; for example those devices used by all employees in one department, or possibly by all employees in a country or local region.

To facilitate this, the pack contains one category that should be configured before use and that is the “Persona Insight - User” Filter category. This can be used to limit the employees referenced by the metrics in this pack to a subset of your user base and you can do this by tagging users into the category by any of the normal Nexthink means available to you, from simple static tagging, by department or by another AD field.

Within a department or Organization, there will always be VIP’s and these have a different set of Service Agreement Levels when it comes to device performance than ordinary employees. Therefore the pack also uses the “Persona Insight - Job Role” category to reference any employees you may have identified as VIPs using the “VIP” keyword contained within.

In addition, the scores in this pack utilize the “Remotely Connected Worker” and “Office Based Worker” keyword entries in the “Remote Worker vs Office Worker Device” category, which is part of the Remote Worker Experience pack. If you already use this pack, your settings for these devices will remain. If not, this category will be installed as part of this pack and these keyword entries should be populated in order for the scoring system to function correctly.

More information on this category can be found here.

Depending on the make and model of PCs in use in your organization you may find that the device models shown in the metrics and dashboard aren’t easily identifiable.

For Windows devices you may find that an alternative Collector object of “Device product version” provides more information to identify a device type or model.

If this is the case for all devices in your landscape then you simply replace this object in your metrics. If not, you may need to consider creating a Category for device listings with a keyword for each individual device that you would like to track with this pack.

This category can then be selected as an “additional display field” in the required metrics.


The personas identified in this pack are created using a score file. This score file consists of multiple composite scores containing Remote Worker Experience and Persona Insight elements.

To use Office Mobile Workers as an example:

The main composite score contains two leaf scores and one other composite score. The score operation is “Min” which will “Return the minimum value from the available lower level scores”.

The “Office mobile device” type composite scores takes the output from two Persona Insight scores; “Laptop user” and “Multiple device user”. The operation for this score is “Max” which will “Return the maximum value from the available lower level score”. Therefore, if either score is positive the composite result is positive.

There are two leaf scores. These refer to the “Remote Worker vs Office Worker Device” score and are positive for “Office Based Worker” and negative for “Remotely Connected Worker”.

The end result is that only employees who work exclusively in the office, and use either a laptop or multiple devices, will be selected by this Office Mobile Workers composite score


The metrics in this pack support the different types of information shown in the dashboard. No metric modification should be necessary with one exception. The calculation of recommended and non-recommended devices is based on the Digital Experience Score (DEX - Device - Device Responsiveness) of active devices. Any device scoring over 7 is considered “Recommended” and any device scoring less than 6.99 is “Non-recommended”. This threshold may be changed according to your Organization’s preferences.

Please note: For both recommended and non-recommended devices there are dedicated widgets that show a resource breakdown by CPU, Memory and IO. Please be aware that the IO ratings shown are for Windows devices only as this DEX Device Performance measurement is not currently available for macOS devices.


The dashboard starts with a Summary that gives you an overview of the main recommendations of this pack.

The recommended devices section shows the number of employees using recommended devices by persona type, followed by a device model breakdown. Next, for each employee persona the Digital Experience resource scores for these recommended devices is shown.

In a similar layout, the usage of non-recommended devices is shown with breakdowns by device model and behavior type. This section allows you to understand what is most lacking in the device in order to make the right decisions on whether to add resources or to replace the device model.

The next section shows the distribution of employees using multiple devices. Depending on your organization, reducing the number of devices per user can have a positive impact on costs and can make life easier for your employees.

Finally, the VIP section allows you to concentrate on your most important, and possibly most demanding employees. It will allow you to ensure they have the best user experience by identifying the most suitable device models for VIP usage.

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