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Using Smart Refresh Strategies

  • 更新時間 Aug 17, 2026
  • 發佈於 Jul 22, 2026
  • 9 分鐘閱讀
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Introduction

The Smart Refresh feature in HP Workforce Experience Platform (WXP) helps you make data-driven device upgrades that improve performance, lower costs, and align with your organizational goals. You can opt an HP-recommended strategy, select a strategy that focuses on performance or cost, or create a custom one. You can also select and manage product catalogs that contain the replacement models available to your organization.

Note: The available results depend on the device and telemetry data available in WXP.

Workflow: Accessing Smart Refresh → Selecting Device Catalog →  Selecting a Pre-defined Refresh Strateg or Creating a Custom Strategy → Saving the Strategy or Publishing the Strategy → Viewing Recommendations as per the Strategy

Step 1: Accessing Smart Refresh

  1. Log in to WXP. The Home page is displayed.

  2. From the left menu of WXP,  go to Labs and click Try Smart Refresh. A Smart Refresh dialog box is displayed.

  3. In the Smart Refresh dialog box, select the Refresh Country where new devices will be purchased

  4. Click Let’s get started.

The Smart Refresh strategy selection page is displayed. The selected country and product catalog appear near the top of the page.

The step 1 helps to ensures the replacement recommendations are localized to the selected country, and the available device models and SKUs reflect regional availability.

Step 2: Selecting a Device Catalog

Choose the device catalog that Smart Refresh will use when generating replacement recommendations.

You can:

  • Use the default catalog provided by HP (contains US SKUs only)

  • Select a previously uploaded catalog

  • Upload a new catalog containing custom device models and SKUs

Note: The default catalog contains U.S SKUs only. For the most accurate recommendations in non-U.S. regions, use a catalog containing SKUs available in the selected country.

Outcome: Smart Refresh uses the selected catalog to match eligible devices with replacement option.

Step 3: Selecting a Pre-defined Refresh Strategy to Customize

Select one of the following pre-defined strategies and customize it to align recommendations with your organization's budget, device lifecycle policies, and business priorities. Preferences allow you to define both the types of devices that should be targeted for refresh and how available budget should be allocated across refresh phases.

Using the Experience First Strategy

The Experience first (Recommended) strategy includes the devices that HP recommends replacing. This includes devices classified as Refresh Now and Refresh Soon.

  1. On the Smart Refresh strategy selection page, select Experience first (Recommended). The Experience first strategy page is displayed.

  2. Review the strategy summary, such as:

    1. Devices to Refresh: Configure the device characteristics and health indicators that should influence refresh recommendations.

    2. Investment amount

    3. View Devices to Replace and Model Recommendation

    4. Low/No Cost Opportunities

    5. Sustainability impact

  3. Review:

    1. CPU Utilization and Memory Utilization widgets, which displays data based on utilization vs threshold.

    2. Refresh Breakdown section based “PC Model” and “Warranty Status.”

    3. Refresh Health by Age.

  4. In the Preferences panel, review the selected Refresh Urgency - Refresh Now or Refresh Soon.

  5. Select Devices criteria, such as:

    1. Device age: Select from the dropdown options. For example:  0-1 year, 4+ years, or Unknown.

      • For non-HP devices, the manufacture date is not available.

    2. CPU model: Select from the dropdown options. For example: A12, i5, or i7

    3. RAM capacity: Select from the dropdown options. For example: 4 or 32

    4. Warranty status: Select from the dropdown options. For example: Unknown

    5. Device manufacturer: Select from the dropdown options. For example: HP or Dell

    6. Device model: Select from the dropdown options. For example: HP ELITEBOOK 755 G3 or XPS 15 9560

  6. Review your selection and click Apply.

The dashboard for the Experience first strategy and device recommendations are updated based on the selected preferences.

To clear the changes, select Reset.

Note: When no devices meet the selected criteria, the section will show the message No data to display.

Using the Performance Driven Strategy

This strategy focuses on maintaining device performance while managing replacement costs. CPU health and memory health are selected by default.

  1. On the Smart Refresh strategy selection page, select Performance driven. The Performance driven strategy page is displayed.

  2. Review the strategy summary, such as:

    1. Devices to Refresh

    2. Investment amount

    3. View Devices to Replace and Model Recommendation

    4. Low/No Cost Opportunities

    5. Sustainability impact

  3. Analyze:

    1. CPU Utilization and Memory Utilization sections, which displays data based on utilization vs threshold.

    2. Refresh Breakdown section based “PC Model” and “Warranty Status.”

    3. Refresh Health by Age.

  4. In the Preferences panel, review the selected Refresh Urgency - Refresh Now or Refresh Soon.

  5. Select Devices criteria, such as:

    1. Device age: Select from the dropdown options. For example:  0-1 year, 4+ years, or Unknown.

      • For non-HP devices, the manufacture date is not available.

    2. CPU model: Select from the dropdown options. For example: A12, i5, or i7

    3. RAM capacity: Select from the dropdown options. For example: 4 or 32

    4. Warranty status: Select from the dropdown options. For example: Unknown

    5. Device manufacturer: Select from the dropdown options. For example: HP or Dell

    6. Device model: Select from the dropdown options. For example: HP ELITEBOOK 755 G3 or XPS 15 9560

  6. Review your selection and click Apply.

The dashboard for the Performance driven strategy and device recommendations are updated based on the selected preferences.

To clear the changes, select Reset.

Note: When no devices meet the selected criteria, the section will show the message No data to display.

Using the Cost Saving Strategy

This strategy helps your organization control replacement costs while maintaining acceptable device performance.

  1. On the Smart Refresh strategy selection page, select Cost saving. The Cost saving strategy page is displayed.

  2. Review the strategy summary, such as:

    1. Devices to Refresh

    2. Investment amount

    3. View Devices to Replace and Model Recommendation

    4. Low/No Cost Opportunities

    5. Sustainability impact

  3. Analyze:

    1. CPU Utilization and Memory Utilization sections, which displays data based on utilization vs threshold.

    2. Refresh Breakdown section based “PC Model” and “Warranty Status.”

    3. Refresh Health by Age.

  4. In the Preferences panel, review the selected refresh urgency values.

  5. Select Devices criteria, such as:

    1. Device age: Select from the dropdown options. For example:  0-1 year, 4+ years, or Unknown.

      • For non-HP devices, the manufacture date is not available.

    2. CPU model: Select from the dropdown options. For example: A12, i5, or i7

    3. RAM capacity: Select from the dropdown options. For example: 4 or 32

    4. Warranty status: Select from the dropdown options. For example: Unknown

    5. Device manufacturer: Select from the dropdown options. For example: HP or Dell

    6. Device model: Select from the dropdown options. For example: HP ELITEBOOK 755 G3 or XPS 15 9560

  6. Review your selection and click Apply.

The dashboard for the Cost saving strategy and device recommendations are updated based on the selected preferences.

To clear the changes, select Reset.

Best Practices:

  • Consider the following when configuring preferences:

  • Prioritize health indicators that have the greatest impact on employee productivity.

  • Align device age and warranty criteria with your organization's refresh policies.

  • Use phased budgets to support multi-quarter or multi-year refresh programs.

  • Balance immediate refresh needs with long-term planning objectives.

Creating a Custom Strategy

Create a custom strategy when the predefined strategies do not meet your organization’s refresh requirements.

  1. On the Smart Refresh strategy selection page, select Custom strategy. A Create New Strategy dialog box is displayed.

  2. In Step 1 of 2, search for a catalog or browse to select from the available catalogs.

    1. By default, Default Product Catalog is selected.

    2. Select the catalog that contains the replacement devices you want to use.

  3. Select Next.

  4. In Step 2 of 2:

    1. Name strategy: Provide an intuitive name

    2. (Optional) Description: Provide a brief description of 200 characters.

  5. Click Create. The Custom strategy page is displayed with the given name.

  6. In the custom strategy page, select Devices criteria, such as:

    1. Device age: Select from the dropdown options. For example:  0-1 year, 4+ years, or Unknown.

      • For non-HP devices, the manufacture date is not available.

    2. CPU model: Select from the dropdown options. For example: A12, i5, or i

    3. RAM capacity: Select from the dropdown options. For example: 4 or 32

    4. Warranty status: Select from the dropdown options. For example: Unknown

    5. Device manufacturer: Select from the dropdown options. For example: HP or Dell

    6. Device model: Select from the dropdown options. For example: HP ELITEBOOK 755 G3 or XPS 15 9560

  7. Review your selection and click Apply. The dashboard for the custom strategy and device recommendations are updated based on the selected preferences.

  8. Review the strategy summary, such as:

    1. Devices to Refresh

    2. Investment amount

    3. View Devices to Replace and Model Recommendation

    4. Low/No Cost Opportunities

    5. Sustainability impact

  9. Analyze:

    1. CPU Utilization and Memory Utilization sections, which displays data based on utilization vs threshold.

    2. Refresh Breakdown section based “PC Model” and “Warranty Status.”

    3. Refresh Health by Age.

  10. In the Preferences panel, review the selected Refresh Urgency: Refresh Now or Refresh Soon.

  11. Once verified, click Publish. Until the strategy is published, it will be in Draft status.

Note:

  • Use the ellipsis icon with three dots within the strategy sections to export or copy the widget data as a PNG file.

  • Use the ellipsis icon with three dots in the top-right corner of the strategy page to export the strategy data. You can access the exported file later from the WXP Notification Center.

  • When no devices meet the selected criteria, the section will show the message No data to display.

After preferences are configured, Smart Refresh tailors recommendations based on your organization's defined priorities, eligibility criteria, health requirements, and budget constraints. This ensures that refresh plans are aligned with business goals, available funding, and device replacement policies. 

Saving a Strategy

Use the Save as feature to keep a configured strategy for later review or reuse.

  1. Open a predefined or custom strategy.

  2. Configure the Preferences and click Apply.

  3. Click Save as. A Save as dialog box is displayed.

  4. In the Save as dialog box, enter the Strategy name. Optionally add a brief description of the strategy

  5. Click Save.

The saved strategy appears in the Saved Strategies section of the Smart Refresh page. The strategy is stored and available for review, execution, and reporting

Publishing a Strategy

Using Publish, publish the configured strategy.

  1. Open a predefined or custom strategy.

  2. Configure the Preferences and click Apply.

  3. Click Publish. A Publish as dialog box is displayed.

  4. Click Publish.

The saved strategy appears in the Saved Strategies section of the Smart Refresh page. The strategy is stored and available for review, execution, and reporting

Viewing Devices to Replace and Model Recommendations

  1. Open a strategy.

  2. Select the View Devices to Replace and Model Recommendation section. Two tabs are displayed:

    1. Devices to Replace: Review the devices that meet the strategy criteria.

    2. Model Recommendation: Review the recommended replacement model for each device.

Recommendations are based on the selected product catalog and strategy preferences.

Changing and Managing Product Catalog

Changing the catalog changes the replacement models available for recommendations.

  1. On the Smart Refresh landing page, click Change catalog. Two options are displayed:

    1. Select Catalog: Search for or browse the available catalogs.

      1. Select the required catalog.

      2. Click Save.

    2. Manage Catalogs: Uploading new catalog, removing existing catalog, or download sample. Catalog upload may take up to 24 hours to upload.

The selected catalog appears at the top of the Smart Refresh page.

Deleting a Catalog

  1. On the Smart Refresh landing page, click Change catalog. Two options are displayed:

    1. Select Catalog

    2. Manage Catalogs

  2. Click Manage Catalogs.

  3. Locate the custom catalog that you want to remove.

  4. Select the delete icon next to the catalog.

    • Delete options is not available for the default catalog.

  5. Confirm the delete action. The deleted catalog is removed from the catalogs list.

Note:

  • The number of devices, estimated investment, and recommendations change when you apply different preferences.

  • A dash indicates that the required information is not available or that no devices currently meet the strategy criteria.

  • Some of the widgets may show the message No data to display when no matching data is available.

  • Replacement model recommendations depend on the selected catalog.

  • Catalog uploads may require up to 24 hours to complete.

Contact Us

For any assistance, create a support case or email support@wxp.hp.