Citrix Modernization for a National Mortgage Insurer

Industry

Insurance

Customer

National Mortgage Insurer

The customer is a national mortgage insurance provider operating in the financial services sector. As a regulated organization, it relies on a stable, well-governed Citrix environment.

Key Highlights

End-to-end Citrix operational ownership restored delivery predictability

End-to-end Citrix operational ownership restored delivery predictability

End-to-end Citrix operational ownership restored delivery predictability

Entra ID integration supported hybrid DaaS and identity modernization

Entra ID integration supported hybrid DaaS and identity modernization

Entra ID integration supported hybrid DaaS and identity modernization

Internal team capacity increased by removing day-to-day operational bottlenecks

Internal team capacity increased by removing day-to-day operational bottlenecks

Internal team capacity increased by removing day-to-day operational bottlenecks

Full Citrix App Layering lifecycle management stabilized upgrades and maintenance

Full Citrix App Layering lifecycle management stabilized upgrades and maintenance

Full Citrix App Layering lifecycle management stabilized upgrades and maintenance

Situation

The organization relied on an enterprise Citrix environment to support daily operations. While the platform was well maintained, key responsibilities such as Citrix App Layering administration, ongoing maintenance, and platform upgrades required consistent ownership to keep work moving on schedule. At the same time, internal teams were balancing routine operations with planned improvements, creating pressure to sustain reliability while advancing modernization efforts.

Problem

While the environment itself was strong, several constraints slowed progress:

  • Key Citrix components and supporting infrastructure were behind on code and supportability standards

  • On-prem and DR resources needed to coordinate remediation

  • Internal engineering capacity was stretched across operations and projects

  • Governance and access controls added friction to routine troubleshooting and change activity

Without dedicated ownership across the Citrix stack, these issues risked delaying upgrades, increasing operational risk, and slowing modernization efforts.

Solution 
  • End-to-end Citrix operational ownership

  • Full Citrix App Layering lifecycle management

  • Hybrid DaaS and Entra ID integration support

X-Centric provided internal IT consulting support with end-to-end operational ownership of the Citrix environment. The engagement functioned as a trusted extension of the internal team, assuming responsibility for both daily operations and targeted improvements.

This included full ownership of the Citrix App Layering platform, covering administration, upgrades, lifecycle maintenance, and operational hygiene. The scope extended across StoreFront, Delivery Controllers, Provisioning Services (PVS), Workspace Environment Management (WEM), FSLogix, and supporting infrastructure.

Execution followed a collaborative, human-in-the-loop model, coordinating closely with internal stakeholders and navigating governance requirements efficiently. In the second half of the engagement, efforts expanded to support a hybrid DaaS migration and broader modernization initiatives, including Entra ID and Azure integration to align with the organization’s evolving identity strategy.

Operational Impact 

Day-to-day Citrix operations required consistent execution across maintenance, upgrades, and identity-related changes. By establishing clear operational ownership, routine work became more predictable, issues were resolved faster, and platform stability was maintained during ongoing environment updates.


  • Smoothed day-to-day Citrix operations, upgrades, and maintenance activities

  • Reduced friction in troubleshooting and lifecycle management tasks

  • Improved consistency across App Layering, core Citrix components, and Entra ID integration

  • Kept the platform stable during ongoing environment changes

Business Outcomes 

By shifting day-to-day Citrix operations and lifecycle work to a dedicated owner, the organization reduced delivery pressure on internal teams. This allowed leadership to move modernization initiatives forward with clearer timelines, lower risk, and greater confidence in execution.


  • Expanded internal team capacity by removing operational blockers

  • Enabled leadership to advance modernization without sacrificing stability

  • Lowered delivery risk across Citrix and hybrid DaaS initiatives

  • Reinforced confidence in ownership, timelines, and execution discipline

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