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Hosted PBX Purchasing and
                  Implementation Checklist
Cloud Communications, or Hosted IP-PBX services are “Communications-as-a
Services” with predictable, per user pricing. With this type of solution, the IP
voice and numerous calling features are delivered and managed over the
provider’s network.

Several benefits can be realized with a cloud deployment including:

             Eliminating capital expenses— associated with buying new PBX
             systems and phones
             Gaining operational savings— with the ability to project monthly
             expenses; by combining voice and data over a single circuit; and
             through free site-to-site calling among your locations
             Enjoying the benefits of IP and Unified Communications— using
             High Definition voice and video, and mobility features that allow users
             to seamlessly move conversations between mobile and office phones
             Freeing up IT resources— by eliminating ongoing maintenance
             requirements
             Enjoying peace of mind— with a future-proof solution, and business
             continuity features
             Centralizing control of standardized calling features in the
             cloud—and allow administrators and users to manage their own
             features quickly through a robust, secure online portal

To realize these benefits, enterprises must consider some simple but critical
steps in the pre-buying stage and during implementation.




Copyright 2000- 2011. XO Communications, LLC. All rights reserved. XO, the XO design logo, and all related marks are
                                  trademarks of XO Communications, LLC.


                                                         1
PURCHASING CHECKLIST - DO YOUR RESEARCH BEFORE YOU BUY:

    Make sure you know what the total cost of ownership will be. Nothing
     could be more disastrous than finding out you are spending more on
     capital expense items and operating expenses than you would have with
     premise-based options.
    Are there install charges? Most hosted providers will charge for a seat
     license, but there can more fees like setup and equipment fees.
    Make sure your provider can accommodate growth and determine what
     costs you will face if you need to upgrade.
    Ask your provider how they address remote and mobile employees.
    Inquire about faxing capability. Fax over IP is still a challenge and is often
     dependent on the customer premise equipment.
    Obtain a Service Level Agreement. Important considerations go beyond
     Quality of Service (QoS). The ability to address defective phones, mean
     time to repair and credits, also can be important considerations.
    Investigate ALL call flows, especially local call treatment and E-911. Often
     providers will rate calls that hit the PSTN as long distance, even if they are
     in the same rate center. E-911 can require additional or separate trunking
     if the provider solution does not address it.
    Make sure you know your provider’s contract terms. There may be
     minimums, and prices can vary with terms and seats.




Copyright 2000- 2011. XO Communications, LLC. All rights reserved. XO, the XO design logo, and all related marks are
                                  trademarks of XO Communications, LLC.


                                                         2
IMPLEMENTATION CHECKLIST:

Once you’ve done your homework on the provider, your homework is only half
done. Implementing your solution into YOUR infrastructure is also critical .The
checklist below is one that XO uses to assist in the implementation process of
hosted IP-PBX solutions and will give you some idea of the kinds of things you’ll
need to account for as your provider begins ordering and delivering your service.
If the provider doesn’t ask, you need to address the following:

    Is DHCP configured on your LAN? If so, will the DHCP server provide an
     IP address to the MA? If not, please provide a Static IP address that can
     be configured in the device.
    Is there any existing Quality of Service (QoS) configuration? If so, please
     provide details.
    Confirm the following traffic types are allowed on your network, providing
     any special remarks concerning firewall or other security configurations on
     your LAN:
         o ICMP
         o UDP ports 5060, 5061, and UDP port range 15000 thru 16000
         o Port 80 HTTP for outbound access
    Do you have any hubs in use on your network? Hubs are typically half-
     duplex which can cause severe disruption to VoIP traffic.
    Do you host any servers or other services that are accessed from remote
     hosts? Understanding all traffic on your LAN is critical to assessing VoIP
     performance.
    Are you using any existing VoIP-based endpoints? If so, please provide
     details about make, model and count of each.
    Do you have any existing Power-over-Ethernet (POE) switches deployed?
     If so, please provide details on make, model and total ports in use.
    Are there unique jacks for both data and voice traffic? Is there a
     requirement to tether PCs and phones? Please provide color coding or
     other distinctive details.
    Any additional details that will assist in understanding your current and
     future LAN configuration.




Copyright 2000- 2011. XO Communications, LLC. All rights reserved. XO, the XO design logo, and all related marks are
                                  trademarks of XO Communications, LLC.


                                                         3
This may serve as a guide to Hosted PBX purchasing and implementation, but is
not intended as an endorsement of any given method, solution or device.


XO makes no representation of warranty, expressed or implied, as to the accuracy or
completeness of the information contained in this document, and nothing contained
herein is, or shall be relied upon as, a promise or representation.



About XO Communications

XO is a leading provider of 21st century communications services for businesses and
communications services providers, including 50 percent of the Fortune 500 and leading
cable companies, carriers, content providers and mobile operators. Utilizing its unique
and powerful nationwide IP network, extensive local metro networks and broadband
wireless facilities, XO offers customers a broad range of managed voice, data and IP
services in more than 80 metropolitan markets across the United States.


Contact XO
866-438-9696 | Contact Sales | About XO Enterprise Cloud Communications




Copyright 2000- 2011. XO Communications, LLC. All rights reserved. XO, the XO design logo, and all related marks are
                                  trademarks of XO Communications, LLC.


                                                         4

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Hosted PBX Checklist by XO Communications

  • 1. Hosted PBX Purchasing and Implementation Checklist Cloud Communications, or Hosted IP-PBX services are “Communications-as-a Services” with predictable, per user pricing. With this type of solution, the IP voice and numerous calling features are delivered and managed over the provider’s network. Several benefits can be realized with a cloud deployment including: Eliminating capital expenses— associated with buying new PBX systems and phones Gaining operational savings— with the ability to project monthly expenses; by combining voice and data over a single circuit; and through free site-to-site calling among your locations Enjoying the benefits of IP and Unified Communications— using High Definition voice and video, and mobility features that allow users to seamlessly move conversations between mobile and office phones Freeing up IT resources— by eliminating ongoing maintenance requirements Enjoying peace of mind— with a future-proof solution, and business continuity features Centralizing control of standardized calling features in the cloud—and allow administrators and users to manage their own features quickly through a robust, secure online portal To realize these benefits, enterprises must consider some simple but critical steps in the pre-buying stage and during implementation. Copyright 2000- 2011. XO Communications, LLC. All rights reserved. XO, the XO design logo, and all related marks are trademarks of XO Communications, LLC. 1
  • 2. PURCHASING CHECKLIST - DO YOUR RESEARCH BEFORE YOU BUY:  Make sure you know what the total cost of ownership will be. Nothing could be more disastrous than finding out you are spending more on capital expense items and operating expenses than you would have with premise-based options.  Are there install charges? Most hosted providers will charge for a seat license, but there can more fees like setup and equipment fees.  Make sure your provider can accommodate growth and determine what costs you will face if you need to upgrade.  Ask your provider how they address remote and mobile employees.  Inquire about faxing capability. Fax over IP is still a challenge and is often dependent on the customer premise equipment.  Obtain a Service Level Agreement. Important considerations go beyond Quality of Service (QoS). The ability to address defective phones, mean time to repair and credits, also can be important considerations.  Investigate ALL call flows, especially local call treatment and E-911. Often providers will rate calls that hit the PSTN as long distance, even if they are in the same rate center. E-911 can require additional or separate trunking if the provider solution does not address it.  Make sure you know your provider’s contract terms. There may be minimums, and prices can vary with terms and seats. Copyright 2000- 2011. XO Communications, LLC. All rights reserved. XO, the XO design logo, and all related marks are trademarks of XO Communications, LLC. 2
  • 3. IMPLEMENTATION CHECKLIST: Once you’ve done your homework on the provider, your homework is only half done. Implementing your solution into YOUR infrastructure is also critical .The checklist below is one that XO uses to assist in the implementation process of hosted IP-PBX solutions and will give you some idea of the kinds of things you’ll need to account for as your provider begins ordering and delivering your service. If the provider doesn’t ask, you need to address the following:  Is DHCP configured on your LAN? If so, will the DHCP server provide an IP address to the MA? If not, please provide a Static IP address that can be configured in the device.  Is there any existing Quality of Service (QoS) configuration? If so, please provide details.  Confirm the following traffic types are allowed on your network, providing any special remarks concerning firewall or other security configurations on your LAN: o ICMP o UDP ports 5060, 5061, and UDP port range 15000 thru 16000 o Port 80 HTTP for outbound access  Do you have any hubs in use on your network? Hubs are typically half- duplex which can cause severe disruption to VoIP traffic.  Do you host any servers or other services that are accessed from remote hosts? Understanding all traffic on your LAN is critical to assessing VoIP performance.  Are you using any existing VoIP-based endpoints? If so, please provide details about make, model and count of each.  Do you have any existing Power-over-Ethernet (POE) switches deployed? If so, please provide details on make, model and total ports in use.  Are there unique jacks for both data and voice traffic? Is there a requirement to tether PCs and phones? Please provide color coding or other distinctive details.  Any additional details that will assist in understanding your current and future LAN configuration. Copyright 2000- 2011. XO Communications, LLC. All rights reserved. XO, the XO design logo, and all related marks are trademarks of XO Communications, LLC. 3
  • 4. This may serve as a guide to Hosted PBX purchasing and implementation, but is not intended as an endorsement of any given method, solution or device. XO makes no representation of warranty, expressed or implied, as to the accuracy or completeness of the information contained in this document, and nothing contained herein is, or shall be relied upon as, a promise or representation. About XO Communications XO is a leading provider of 21st century communications services for businesses and communications services providers, including 50 percent of the Fortune 500 and leading cable companies, carriers, content providers and mobile operators. Utilizing its unique and powerful nationwide IP network, extensive local metro networks and broadband wireless facilities, XO offers customers a broad range of managed voice, data and IP services in more than 80 metropolitan markets across the United States. Contact XO 866-438-9696 | Contact Sales | About XO Enterprise Cloud Communications Copyright 2000- 2011. XO Communications, LLC. All rights reserved. XO, the XO design logo, and all related marks are trademarks of XO Communications, LLC. 4