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UNIfIeD CommUNICAtIoNs foR the
mIDsIzeD eNteRPRIse
BEST PRACTICES FOR DEVELOPING A SOUND UC STRATEGY
ExEcutivE OvErviEw
Unified Communications has been the buzzword du jour
since 2007, but what does it really mean? More importantly,
                                                                   “Adoption of Unified Communications has risen
what does it mean for small to medium sized businesses,            from 17% in 2007 to about 60% today, and is
and how can a business with limited resources and budget           projected to increase to 80% by 2011. These
deploy UC effectively to capitalize on its many benefits—          statistics are true across companies of all sizes.”
namely, enhanced productivity, cost savings and flexibility in
                                                                                   Source: Nemertes Research, 2009
the work environment? This paper takes a look at UC and
its components, and examines how midsized companies can
execute a cost-effective, viable UC strategy across their organizations.
unifiEd cOmmunicatiOns trEnd takEs Off
Unified Communications (UC) can be defined by what it enables. UC allows the integration of any or all communications,
collaborative technologies and business applications. It provides presence capabilities to guide users to the most
appropriate means of communications in a given situation, and extends applications to the field and remote offices through
mobility. UC also provides communications-enabled business processes to improve productivity.

These capabilities require a number of components—voice over IP (VoIP) technology, IP video, email, presence capabilities
and user interfaces like the Web, handsets and dashboards, to name a few, as well as comprehensive security services to
protect the data. These components must be deployed and integrated across a robust framework. But don’t assume UC is
just for big guys. Although the idea of a UC framework may seem daunting to smaller companies who may lack resources
and budget for major infrastructure overhauls, it doesn’t have to be an all or nothing proposition. The beauty of UC is that
you don’t have to deploy everything at once, and, better yet, you can leverage much of what you already have.

Because of its deployment flexibility, the use of UC in businesses of all sizes is skyrocketing. According to Nemertes
Research, adoption has risen from 17% in 2007 to about 60% today, and is projected to increase to 80% by 2011. And
smaller companies are more likely to implement UC than their larger peers. In fact, 42% of companies with fewer than
1,000 employees are implementing UC now, and about 30% are either planning to or piloting UC technologies1. Why are
they so aggressively deploying UC? Because it gives them a competitive advantage. UC allows smaller companies to act like
bigger companies, be highly responsive to customers with fewer resources, have immediate and flexible access to data and
make fast and informed decisions, while still maintaining a small-company feel. The end result is great customer service

cOllabOratiOn is thE gOal
Ironically, the trend toward UC adoption is not driven by IT departments, but by executives and business unit managers
who want more mobility and ease of access from a number of new and different end devices. Fast access to subject
matter experts, partners and suppliers eliminates phone tag and leads to informed decision making. IT staff knows that
UC solutions can meet many of these needs and create a more collaborative business environment. A collaborative
communications model empowered by UC enables productivity gains, greater efficiency and money savings
1 “SIP-O-Nomics,” by Irwan Lazar, Vice President of Communications Research, Nemertes Research, 2009.



    Copyright © 2010 Qwest. All Rights Reserved. Not to be distributed or reproduced by anyone other than Qwest entities.   1
    All marks are the property of the respective company. January 2010
    Document ID# WP101109
What are the key solutions? About 63.4% of companies surveyed by Nemertes use Web conferencing, and 62% use instant
messaging. Other key technologies are unified messaging, desktop video conferencing and room-based video conferencing, or
Telepresence. These capabilities can be low-cost; many times they are enabled by features already built into existing systems
and phones, and it’s just a matter of turning the service on.

crEating a cOllabOrativE infrastructurE
The foundation for UC is the converged network—indeed, it’s difficult to build a collaboration model without
it. Convergence enables many of the key UC solutions like instant messaging, unified messaging, presence and video
conferencing. From there, operational, infrastructure and financial considerations will help shape your strategy. For example,
do you have capital to invest, or will you use a managed solution to avoid additional equipment expenses? Do you have
existing equipment that’s new or old equipment that needs to be replaced anyway? Is your infrastructure centralized or
decentralized? UC requires central management structure. Finally, do you have the in-house expertise to operate your UC
solutions, or do you need someone else—either a third party or new hire—to manage it?

If you have legacy equipment you may choose to implement Integrated Access, which allows you to leverage and unite
existing capabilities. If you’re updating your equipment, you should consider SIP Trunk for several reasons. SIP Trunk offers an
efficient way to manage the cost of your call volume by aggregating multiple locations behind a single trunk group. It enables
the expansion of your operations inexpensively by leveraging a single IP-PBX at a main site for new locations by supporting
multiple customer sites on one service. Fortunately, UC can be deployed in many scenarios; there are many options and
strategies that will work, and it all depends on your business requirements.

Planning is kEy
When implementing UC, 80% is planning and preparation. If you have sound initial planning, deployment is likely to go
smoothly. During the planning stages, it’s important to identify key end user functions and business needs and set up success
criteria. Often, success is measured by perceived productivity increases. With UC, every phone call made can be more
productive, because you have the people and information you need to make decisions, at your fingertips.

There are four main business criteria companies use when choosing UC solutions to deploy:

1.   reliability. Any mission critical business system, such as the phone system, must be reliable. The company providing
     the solution should be able to demonstrate a long track record of success.
2.   affordability. A good initial price is important, but the long-term costs are even more important. Features that
     support upgradability, management and maintenance can substantially reduces overall, ongoing costs.
3.   Ease-of-use. Any solution deployed company-wide should be easy to administer and use in order to be quickly
     adopted by staff.
4.   return on investment. Workplace collaboration offers businesses competitive advantages such as timely and
     accurate business process integration and more effective communication among their workforce, with customers, and
     with partners.
In addition to these criteria, be sure to account for the size and breadth of your company and get buy-in from would-be
users on both the strategy and the implementation plan.

bEst PracticEs fOr dEPlOying uc
To begin transitioning to an infrastructure that supports UC, consider these best practices:

•	 deploy uc in stages. UC comprises many different technologies, and you may not need them all. Ask business unit
   managers about their specific challenges to determine which technologies to deploy.
•	 have a strategy. Even if you’re not implementing UC universally, understand how each piece fits in with overall
   strategy. Consider where you want to be 3-5 years down the road, and purchase devices that will accommodate your
   long-term UC strategy.




     Copyright © 2010 Qwest. All Rights Reserved. Not to be distributed or reproduced by anyone other than Qwest entities.   2
     All marks are the property of the respective company. January 2010
     Document ID# WP101109
•	 Examine your business processes. Consider revising processes to make them more efficient. What possibilities
   can UC enable?
•	 take inventory. Prepare by performing site surveys and evaluating existing WAN capabilities. Take a close inventory
   of and document telephone numbers and dial plans, and identify or update current user guides.
•	 follow up. Be sure to communicate new features and the deployment schedule to users. Train and retrain users and
   follow up to ensure a positive outcome.
uc at wOrk in thE mEdium-sizEd businEss
Here are a few examples of how UC can improve productivity and reduce expenses in midsized companies:

case study 1
company: Mid-sized financial company
details:           Four locations, each with its own main number; 50 phones total.
challenge: Wanted to create a unified front to outside world and streamline incoming calls to one phone number.
solution:          Adopted ShoreTel hardware with Qwest services, implemented a single number for all offices. Calls are
                   now consolidated and queued up, and Desktop Call Manager integrates messaging, directory dialing, email
                   functionality to enhance productivity. “Find me” presence capabilities enhance customer service.
benefits:          The solution’s flexibility enabled Halliday Financial to set up communications processes that ensure optimal
                   phone interaction with clients.


case study 2
company: Morristown Utility Systems
challenge: After deregulation, the company needed to compete in the cables service market.
solution:          Integrated an Enterprise Contact Center (ECC) using UC solutions from ShoreTel and Qwest to balance
                   the call volume.
benefits:          Use of the directory integrated with MS Outlook improves user productivity to manage calls and service
                   customers. Receptionists can easily and efficiently process calls and ensure that callers reach the right
                   person. Ease of use reduces phone system management from hours each week to minutes.


case study 3
company: School Health Corporation
details:           Medical supply company for 60,000 schools across the country.
challenge: To cost-effectively handle the increasing call volume, the company needed to replace its obsolete phone
           system with a UC solution and establish new processes.
solution:          Deployed 80 ShoreTel IP telephones, including 40 with ShoreTel’s Contact Center application.
benefits:          Various locations can login to a queue where calls are centralized. When there’s a surge of calls, at-home
                   and remote workers can access the queue, and office space is not needed to accommodate additional
                   employees. Monitoring and reporting capabilities enhances planning and resource management of individual
                   groups. Directory, history and Find Me features of personal call manager plus Outlook integration minimizes
                   time to identify high priority calls. Ease of management saves resources and time.




    Copyright © 2010 Qwest. All Rights Reserved. Not to be distributed or reproduced by anyone other than Qwest entities.   3
    All marks are the property of the respective company. January 2010
    Document ID# WP101109
CoNNeCt. sImPlIfy. eNhANCe. ®
with Qwest Business Solutions®
Qwest is focused on helping you work smarter, with services that leverage the latest technology and award-winning support.
Here are a few solutions that can address the issues covered in this solutions brief:

Qwest iQ® integrated access Package. Simplify your voice and data networks onto a single circuit that dynamically
allocates bandwidth between voice calls and data traffic over an Internet connection.

Qwest managed applications. Are you ready for business? Not just open doors—but open for communication
via e-mail and through Web sites? With Qwest Managed Applications you can select from Qwest Web Mail, Hosted
Exchange®, Microsoft SharePoint®, e-commerce capabilities and storage space at affordable prices.

Qwest iQ unify™. Is a managed1 voice and data solution that combines the Qwest iQ® Integrated Access Package
with the Cisco Unified Communications IP PBX (UC520). It brings together local and long distance voice and data in a
single, affordable platform with an extensive feature set including unified messaging2, auto attendant, and conferencing.

managed iP communications. Is a managed CPE-based solution composed of IP Telephony, Voice Mail/ Unified
Messaging, Wireless LAN, IP Contact Center, and paging.

Qwest conferencing. Fully integrates audio and Web conferencing into one intuitive interface, using patented
technology to ensure that audio and Web are completely synchronized. Manage your conferences with simple point-and-
click commands. All you need is a computer, Internet connectivity and a telephone.


why QwEst
Qwest delivers reliable, scalable data and voice networking solutions, across one of the largest U.S. fiber footprints.
Qwest serves businesses of all sizes, ranging from small business to 95 percent of Fortune 500 companies, with industry-
leading SLAs and world-class customer service.

lEarn mOrE
For more information about Qwest voice and data services for large businesses, visit www.qwest.com/business or call
(877) 816-8553 to speak to a Qwest representative.




    Copyright © 2010 Qwest. All Rights Reserved. Not to be distributed or reproduced by anyone other than Qwest entities.   4
    All marks are the property of the respective company. January 2010
    Document ID# WP101109

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  • 1. UNIfIeD CommUNICAtIoNs foR the mIDsIzeD eNteRPRIse BEST PRACTICES FOR DEVELOPING A SOUND UC STRATEGY ExEcutivE OvErviEw Unified Communications has been the buzzword du jour since 2007, but what does it really mean? More importantly, “Adoption of Unified Communications has risen what does it mean for small to medium sized businesses, from 17% in 2007 to about 60% today, and is and how can a business with limited resources and budget projected to increase to 80% by 2011. These deploy UC effectively to capitalize on its many benefits— statistics are true across companies of all sizes.” namely, enhanced productivity, cost savings and flexibility in Source: Nemertes Research, 2009 the work environment? This paper takes a look at UC and its components, and examines how midsized companies can execute a cost-effective, viable UC strategy across their organizations. unifiEd cOmmunicatiOns trEnd takEs Off Unified Communications (UC) can be defined by what it enables. UC allows the integration of any or all communications, collaborative technologies and business applications. It provides presence capabilities to guide users to the most appropriate means of communications in a given situation, and extends applications to the field and remote offices through mobility. UC also provides communications-enabled business processes to improve productivity. These capabilities require a number of components—voice over IP (VoIP) technology, IP video, email, presence capabilities and user interfaces like the Web, handsets and dashboards, to name a few, as well as comprehensive security services to protect the data. These components must be deployed and integrated across a robust framework. But don’t assume UC is just for big guys. Although the idea of a UC framework may seem daunting to smaller companies who may lack resources and budget for major infrastructure overhauls, it doesn’t have to be an all or nothing proposition. The beauty of UC is that you don’t have to deploy everything at once, and, better yet, you can leverage much of what you already have. Because of its deployment flexibility, the use of UC in businesses of all sizes is skyrocketing. According to Nemertes Research, adoption has risen from 17% in 2007 to about 60% today, and is projected to increase to 80% by 2011. And smaller companies are more likely to implement UC than their larger peers. In fact, 42% of companies with fewer than 1,000 employees are implementing UC now, and about 30% are either planning to or piloting UC technologies1. Why are they so aggressively deploying UC? Because it gives them a competitive advantage. UC allows smaller companies to act like bigger companies, be highly responsive to customers with fewer resources, have immediate and flexible access to data and make fast and informed decisions, while still maintaining a small-company feel. The end result is great customer service cOllabOratiOn is thE gOal Ironically, the trend toward UC adoption is not driven by IT departments, but by executives and business unit managers who want more mobility and ease of access from a number of new and different end devices. Fast access to subject matter experts, partners and suppliers eliminates phone tag and leads to informed decision making. IT staff knows that UC solutions can meet many of these needs and create a more collaborative business environment. A collaborative communications model empowered by UC enables productivity gains, greater efficiency and money savings 1 “SIP-O-Nomics,” by Irwan Lazar, Vice President of Communications Research, Nemertes Research, 2009. Copyright © 2010 Qwest. All Rights Reserved. Not to be distributed or reproduced by anyone other than Qwest entities. 1 All marks are the property of the respective company. January 2010 Document ID# WP101109
  • 2. What are the key solutions? About 63.4% of companies surveyed by Nemertes use Web conferencing, and 62% use instant messaging. Other key technologies are unified messaging, desktop video conferencing and room-based video conferencing, or Telepresence. These capabilities can be low-cost; many times they are enabled by features already built into existing systems and phones, and it’s just a matter of turning the service on. crEating a cOllabOrativE infrastructurE The foundation for UC is the converged network—indeed, it’s difficult to build a collaboration model without it. Convergence enables many of the key UC solutions like instant messaging, unified messaging, presence and video conferencing. From there, operational, infrastructure and financial considerations will help shape your strategy. For example, do you have capital to invest, or will you use a managed solution to avoid additional equipment expenses? Do you have existing equipment that’s new or old equipment that needs to be replaced anyway? Is your infrastructure centralized or decentralized? UC requires central management structure. Finally, do you have the in-house expertise to operate your UC solutions, or do you need someone else—either a third party or new hire—to manage it? If you have legacy equipment you may choose to implement Integrated Access, which allows you to leverage and unite existing capabilities. If you’re updating your equipment, you should consider SIP Trunk for several reasons. SIP Trunk offers an efficient way to manage the cost of your call volume by aggregating multiple locations behind a single trunk group. It enables the expansion of your operations inexpensively by leveraging a single IP-PBX at a main site for new locations by supporting multiple customer sites on one service. Fortunately, UC can be deployed in many scenarios; there are many options and strategies that will work, and it all depends on your business requirements. Planning is kEy When implementing UC, 80% is planning and preparation. If you have sound initial planning, deployment is likely to go smoothly. During the planning stages, it’s important to identify key end user functions and business needs and set up success criteria. Often, success is measured by perceived productivity increases. With UC, every phone call made can be more productive, because you have the people and information you need to make decisions, at your fingertips. There are four main business criteria companies use when choosing UC solutions to deploy: 1. reliability. Any mission critical business system, such as the phone system, must be reliable. The company providing the solution should be able to demonstrate a long track record of success. 2. affordability. A good initial price is important, but the long-term costs are even more important. Features that support upgradability, management and maintenance can substantially reduces overall, ongoing costs. 3. Ease-of-use. Any solution deployed company-wide should be easy to administer and use in order to be quickly adopted by staff. 4. return on investment. Workplace collaboration offers businesses competitive advantages such as timely and accurate business process integration and more effective communication among their workforce, with customers, and with partners. In addition to these criteria, be sure to account for the size and breadth of your company and get buy-in from would-be users on both the strategy and the implementation plan. bEst PracticEs fOr dEPlOying uc To begin transitioning to an infrastructure that supports UC, consider these best practices: • deploy uc in stages. UC comprises many different technologies, and you may not need them all. Ask business unit managers about their specific challenges to determine which technologies to deploy. • have a strategy. Even if you’re not implementing UC universally, understand how each piece fits in with overall strategy. Consider where you want to be 3-5 years down the road, and purchase devices that will accommodate your long-term UC strategy. Copyright © 2010 Qwest. All Rights Reserved. Not to be distributed or reproduced by anyone other than Qwest entities. 2 All marks are the property of the respective company. January 2010 Document ID# WP101109
  • 3. • Examine your business processes. Consider revising processes to make them more efficient. What possibilities can UC enable? • take inventory. Prepare by performing site surveys and evaluating existing WAN capabilities. Take a close inventory of and document telephone numbers and dial plans, and identify or update current user guides. • follow up. Be sure to communicate new features and the deployment schedule to users. Train and retrain users and follow up to ensure a positive outcome. uc at wOrk in thE mEdium-sizEd businEss Here are a few examples of how UC can improve productivity and reduce expenses in midsized companies: case study 1 company: Mid-sized financial company details: Four locations, each with its own main number; 50 phones total. challenge: Wanted to create a unified front to outside world and streamline incoming calls to one phone number. solution: Adopted ShoreTel hardware with Qwest services, implemented a single number for all offices. Calls are now consolidated and queued up, and Desktop Call Manager integrates messaging, directory dialing, email functionality to enhance productivity. “Find me” presence capabilities enhance customer service. benefits: The solution’s flexibility enabled Halliday Financial to set up communications processes that ensure optimal phone interaction with clients. case study 2 company: Morristown Utility Systems challenge: After deregulation, the company needed to compete in the cables service market. solution: Integrated an Enterprise Contact Center (ECC) using UC solutions from ShoreTel and Qwest to balance the call volume. benefits: Use of the directory integrated with MS Outlook improves user productivity to manage calls and service customers. Receptionists can easily and efficiently process calls and ensure that callers reach the right person. Ease of use reduces phone system management from hours each week to minutes. case study 3 company: School Health Corporation details: Medical supply company for 60,000 schools across the country. challenge: To cost-effectively handle the increasing call volume, the company needed to replace its obsolete phone system with a UC solution and establish new processes. solution: Deployed 80 ShoreTel IP telephones, including 40 with ShoreTel’s Contact Center application. benefits: Various locations can login to a queue where calls are centralized. When there’s a surge of calls, at-home and remote workers can access the queue, and office space is not needed to accommodate additional employees. Monitoring and reporting capabilities enhances planning and resource management of individual groups. Directory, history and Find Me features of personal call manager plus Outlook integration minimizes time to identify high priority calls. Ease of management saves resources and time. Copyright © 2010 Qwest. All Rights Reserved. Not to be distributed or reproduced by anyone other than Qwest entities. 3 All marks are the property of the respective company. January 2010 Document ID# WP101109
  • 4. CoNNeCt. sImPlIfy. eNhANCe. ® with Qwest Business Solutions® Qwest is focused on helping you work smarter, with services that leverage the latest technology and award-winning support. Here are a few solutions that can address the issues covered in this solutions brief: Qwest iQ® integrated access Package. Simplify your voice and data networks onto a single circuit that dynamically allocates bandwidth between voice calls and data traffic over an Internet connection. Qwest managed applications. Are you ready for business? Not just open doors—but open for communication via e-mail and through Web sites? With Qwest Managed Applications you can select from Qwest Web Mail, Hosted Exchange®, Microsoft SharePoint®, e-commerce capabilities and storage space at affordable prices. Qwest iQ unify™. Is a managed1 voice and data solution that combines the Qwest iQ® Integrated Access Package with the Cisco Unified Communications IP PBX (UC520). It brings together local and long distance voice and data in a single, affordable platform with an extensive feature set including unified messaging2, auto attendant, and conferencing. managed iP communications. Is a managed CPE-based solution composed of IP Telephony, Voice Mail/ Unified Messaging, Wireless LAN, IP Contact Center, and paging. Qwest conferencing. Fully integrates audio and Web conferencing into one intuitive interface, using patented technology to ensure that audio and Web are completely synchronized. Manage your conferences with simple point-and- click commands. All you need is a computer, Internet connectivity and a telephone. why QwEst Qwest delivers reliable, scalable data and voice networking solutions, across one of the largest U.S. fiber footprints. Qwest serves businesses of all sizes, ranging from small business to 95 percent of Fortune 500 companies, with industry- leading SLAs and world-class customer service. lEarn mOrE For more information about Qwest voice and data services for large businesses, visit www.qwest.com/business or call (877) 816-8553 to speak to a Qwest representative. Copyright © 2010 Qwest. All Rights Reserved. Not to be distributed or reproduced by anyone other than Qwest entities. 4 All marks are the property of the respective company. January 2010 Document ID# WP101109