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Beating communications complexity.
PROFESSIONAL SERVICES
“A primary reason that we selected ShoreTel was that all of
                           the features are part of the system; no add-ons or third-
                           party applications are required, and this simplifies system
                           management and enhances overall reliability. New groups and
                           new employees are productive straightaway, and can begin
                           generating revenue faster, because they don’t have to wait for
                           their phones to become available. And that’s great business.”
                                                                                            — Deanna Liberti, Vice President of Operations
                                                                                              Better Business Bureau of Eastern Massachusetts




                                                ShoreTel in professional services

                                                •	Scalability: Managing growth across distributed offices? ShoreTel offers you a brilliantly
                                                  simple way to connect multiple sites and consultants to present a unified front—
                                                  including integration between locations and with legacy systems—so you can ensure
                                                  continued growth without introducing complexity.

                                                •	Availability and reliability: With enterprise-class 99.999 percent (five-nines)
                                                  availability, and affordable disaster recovery, ShoreTel gives your distributed
                                                  professional staff the reliability it needs to work from anywhere, even on the go.

                                                •	Ease of use and management: ShoreTel simplifies communications for consultants and
                                                  administrators, so they can increase productivity, leverage advanced functionality, and
                                                  escape the hassle and cost of complicated technology training.




2 | BEATING COMPLEXITY: Professional Services
Overview
At its core, the professional services industry is about customer satisfaction. You are
constantly tasked with meeting rising customer demands—for greater services, more
substantial savings, and more meaningful benefits. At the same time, however, you need
to be invested in your own business growth and competitive position. Tackling the two
arenas simultaneously requires a stable and progressive technology platform, along
with an advanced communications system that aggressively addresses your need for
scalability, reliability, and management ease.

Linking your distributed offices and remote professionals presents a single large
enterprise to your customers. It also means you have to enable both seamless growth
and system integration of all systems and processes. Systems must be reliable because
your clients will not tolerate downtime, regardless of the size of your organization. And
finally, resources must be used wisely. Your IT staff must be available to focus on core
business initiatives, and your consultants and staff have little time for ongoing training.

The bottom line? Whether you provide architectural, engineering, design, marketing,
legal or IT services, you need a high-performance and easy-to-use IP-based business
communication system to compete successfully.

ShoreTel provides a brilliantly simple solution for professional services organizations.
Our unified communications system provides the cost-efficiency, rich feature set,
reliability, and simplicity that helps professionals serve and succeed:

•	Scalability: ShoreTel gives your organization a unified front—and integrated systems—
  by enabling full scalability across your IP phone system.

•	Availability and reliability: Take advantage of the round-the-clock communications
  reliability and performance levels you need to ensure real customer satisfaction.

•	Ease of use and management: ShoreTel centralizes system management and
  functionality for maximum ease of use.




ShoreTel customers: professional services

•	Advanced Resource Technologies, Inc. (ARTI)—Information Services

•	Balch & Bingham—Legal

•	BKF Engineers—Engineering

•	EDAW—Landscape Architecture/Community Planning

•	Hitachi Consulting—Technology

•	Lemery Greisler—Legal/Finance

•	MBAJ—Architectural




                                                                                              3
The ShoreTel distributed architecture


                                                                                                                                                        ShoreTel Director


                                                                                                                                                                                                                          PSTN
                                                                                                                                                                                                                          /ITSP
                                                                      HEADQUARTERS                                                                                        INTERNATIONAL
                                                                                                                                                                              BRANCH
                                                               Headquarters Server
                                                         (System Adminstration, voicemail,                                                                          ShoreTel
                                                                                                          ShoreTel                                               Communicator &
                                                           auto attendant, work groups)
                                                                                                       Communicator &                                            RoamAnywhere
                                                                [Physical or Virtual]
                                                                                                       RoamAnywhere
                                         Analog
                                         Device                                                                                                                                                    ShoreTel
                                                                                                                                                                                                 Voice Switches
                                                                                                                                                     ShoreTel
                                                                                   Contact                                                         Communicator                                    Distributed Voice
                                                                                    Center
                                                                                                                                                                                                   Server (voicemail
                                                                                                                                                                                                   & auto attendant)
                                                                                                               ShoreTel                                                                           [Physical or Virtual]
                                                                      ShoreTel Appliances
                                                                        (Collaboration,                      Communicator
                                                                       VPN Concentrator,                                                                                                         Contact Center
                                                                       & Mobility Router)                                                             ShoreTel
                                                                                                              ShoreTel                                IP Phone
                                                                                                              IP Phone
                                              ShoreTel
                                            Voice Switches


                                                                                                                                      IP WAN




                                                                                                                                                                                 ShoreTel
                                                                                                                                                                              Communicator &
                                                                                                                    ShoreTel                                                  RoamAnywhere
                                                                                         ShoreTel                  Voice Switch
                                                                                      Communicator &                                                                                             ShoreTel
                                                                                      RoamAnywhere                                                                                             Communicator
                                                                                                                                                                   ShoreTel
                                                                                                                                        Legacy                    VPN Phone
                                                                                                                                       Voicemail



                                                                                                                                                                                   OFFICE
                                                                                             Legacy                                                                               ANYWHERE
                                                                                             Phones

                                                                                                                         Legacy PBX


                              PSTN
                              / ITSP
                                                                                              REGIONAL OFFICE



                                           PSTN
                                                                                                      SINGL                   E
                                                                                                           E-IMAGE ARCHITECTUR




                                                      ShoreTel
                                                      A professional approach at your fingertips

                                                      The ShoreTel IP phone system is based on a distributed architecture that ensures no
                                                      single point of failure. Setup is intuitive and straightforward: Call control is distributed
                                                      to intelligent gateways known as voice switches, and ShoreTel voice applications—
                                                      including voicemail and automated attendant—run on standard server hardware from
                                                      anywhere on your IP network.

                                                      The ShoreTel distributed architecture incorporates a switch-based hardware platform
                                                      that makes each switch and site an independent call processor which continues to
                                                      operate seamlessly in the event of wide area network (WAN) failure. Unlike other
                                                      solutions, all servers can be disconnected from the ShoreTel switches and the ShoreTel
                                                      phone system will continue to place and receive calls.




4 | BEATING COMPLEXITY: Professional Services
Scalability
As you expand, whether by adding new sites or by increasing the number of employees,
you and your technology platforms must accommodate the addition of communication
lines, without the potential delays caused when diverse systems fail to integrate, or when
clients can’t connect to their parties.

ShoreTel’s distributed architecture allows you to work with customers as a cohesive
organization, so you can connect all of your consultants, regardless of how many regional,
branch, and small offices you have. Here’s how we do it:

•	ShoreTel eases multisite growth by enabling consultants to use 4-digit dialing or dial-
  by-name right from the desktop to reach any colleague at any location. And there’s no
  need for clients, partners, or potential customers to dial different numbers for different
  locations to reach one of your professional staff members. Callers simply dial one
  number, and the automated attendant directs them to the right place.

•	ShoreTel makes legacy system integration a breeze by tying into your existing phone
  system for a staggered and more easy-to-manage rollout. ShoreTel also lets you
  integrate your own off-the-shelf and custom applications, helping pave the way for new
  services, including the ability for clients to make appointments and access account
  information directly.




Availability and reliability
When customer satisfaction and service are your primary business drivers, you must ensure
consistent uptime and system performance, so you are always available to answer calls and
address pressing issues.

Without the ability to ensure 24/7 communications availability, regardless of where
consultants are located, you risk alienating customers, or—even worse—losing business.

ShoreTel eases the burden of reliability and puts your mind at rest. Here’s how:

•	ShoreTel offers distributed call control, so redundancy is delivered cost effectively
  through N+1 failover, which means that a single ShoreTel Voice Switch can provide
  backup to any number (N) of other switches. In the event of a power outage, phones
  automatically failover to another voice switch, providing your company with complete
  redundancy.

•	Further redundancy can be configured by simply adding additional voice switches.
  ShoreTel Voice Switches are highly reliable, with no moving parts (except for a fan),
  redundant Ethernet ports, and a real time operating system.

• In addition, ShoreTel’s distributed architecture will automatically respond to and work
  around LAN, WAN or PSTN failures to deliver nonstop operation, providing you with
  the reliability you need to respond quickly and effectively to all your clients’ needs,
  even when faced with unexpected emergencies.


                                                                                               5
Ease of use and ease of management
                                                When your job revolves around attention to customer needs, the last thing you need
                                                is to manage the internal hassles of a slow or difficult communications system. This is
                                                particularly true in the professional services industry, where so many employees have
                                                heavy travel obligations and work remotely.

                                                The ShoreTel system makes it easy to be a mobile, functional employee—as well as to
                                                centrally administer a system that enables maximum customer service. This is how we
                                                help you:

                                                •	Wireless integration allows mobility within the office, while ShoreTel Office Anywhere
                                                  allows your traveling consultants to use any analog or cell phone as a primary extension,
                                                  extending the power of the ShoreTel system to remote and field professionals without
                                                  relying on the Internet for voice quality.

                                                •	ShoreTel Communicator (formerly ShoreTel Call Manager) lets workers establish very
                                                  flexible call handling rules, depending on where they are, who’s calling and what time
                                                  they have available. These features are also extended to ShoreTel Communicator for
                                                  Mobile for professionals on the go.



                          “When we saw the ShoreTel system and were given a demo, we
                           couldn’t believe its functionality. There are too many reasons
                           to list for why we chose ShoreTel, but the integration with
                           Microsoft Outlook and the handset simplicity for non-technical
                           users were key components. The functionality was great for both
                           non-technical and very technical users, who have investigated
                           every rich feature available on the system.”
                                                                                               — Robert May, Principal and Founding Member
                                                                                                 Lemery Greisler




                                                •	Ease-of-use means IT staff spend much less time training end users and answering
                                                  questions about the phone system.

                                                •	ShoreTel centralizes voicemail and email for one-stop communications management.
                                                  ShoreTel Director, our intuitive management interface, gives administrators access to
                                                  the system from anywhere on the network through a Web browser.

                                                •	Users have the ability to track phone calls, export and distribute original voicemail
                                                  messages to one person or a group of people, and keep a running history of calls into
                                                  each number—so they can better monitor and improve customer service.

                                                •	Support for open standards means that ShoreTel easily integrates with specialized
                                                  billing, accounting and cost recovery applications, and customer relationship
                                                  management (CRM) systems, including SalesForce.com.



6 | BEATING COMPLEXITY: Professional Services
“The engineer had the ShoreTel system up and running in an hour.
 We had the Cisco guys in for weeks before we could get things
 going, and we still had a lot of dissatisfaction from our users.”
                                                      — Mark Norris, Director of IT
                                                        Balch & Bingham




             ShoreTel: known for professionalism

            • ShoreTel has a global presence with product support in multiple languages.

            • ShoreTel has been named best overall VoIP provider for 6 years running by Nemertes
              Research.

            • ShoreTel received “Strong Positive” rating in Gartner’s Unified Communications for the
              SMB Market Marketscope Report.




                                                                                                       7
Benefits
                                                      ShoreTel turns efficiency and productivity into organizational savings

                                                      As most professional services organizations know, a technology solution that offers cost-
                                                      effective capabilities, proven productivity and convenience is a solid connection to success.
                                                      Here’s how ShoreTel helps your business boost employee performance and impact the
                                                      bottom line:

                                                      •	ShoreTel empowers your employees with rich, modern communication features, so
                                                        you can save money by increasing productivity. Callers can be assured of reaching
                                                        the person they need no matter where they are, while receptionists and operators
                                                        have access to online directories that help them quickly connect callers with the right
                                                        person and also enhance their collaboration with key staff.

                                                      •	ShoreTel also helps you cut extraneous communication costs. We decrease long
                                                        distance toll charges by sending voice calls over your existing data network, and we
                                                        also enable you to share voice trunks between locations and reduce the number of
                                                        phone lines you’re leasing.

                                                      •	ShoreTel Converged Conferencing helps you save on costly teleconferencing services
                                                        with voice and Web conferencing right from Microsoft Outlook, so workers can
                                                        collaborate more readily and meet client demands quickly.

                                                      •	Bringing management in-house saves time and money and allows you to be in charge
                                                        of your own system—not at the mercy of a service provider for personnel moves, adds
                                                        and changes (MACs).




                                                      About ShoreTel

                                                      ShoreTel is the provider of brilliantly simple Unified Communication (UC) solutions based on its
                                                      award-winning IP business phone system. We offer organizations of all sizes integrated, voice,
                                                      video, data, and mobile communications on an open, distributed IP architecture that helps
                                                      significantly reduce the complexity and costs typically associated with other solutions. The
                                                      feature-rich ShoreTel UC system offers the lowest total cost of ownership (TCO) and the highest
                                                      customer satisfaction in the industry, in part because it is easy to deploy, manage, scale and
                                                      use. Increasingly, companies around the world are finding a competitive edge by replacing
                                                      business-as-usual with new thinking, and choosing ShoreTel to handle their integrated business
                                                      communication. ShoreTel is based in Sunnyvale, California, and has regional offices and partners
                                                      worldwide. For more information, visit shoretel.com.


	                     WORLD HEADQUARTERS	             960 Stewart Drive, Sunnyvale, CA 94085 USA. shoretel.com
		                                                    +1 (800) 425-9385 Toll Free +1 (408) 331-3300 Tel. +1 (408) 331-3333 Fax
	EMEA	                                                +800 408 33133 Freephone +44 (1628) 826300 Tel.
	ASIA PACIFIC	                                        +61 (0)2 9959 8000 Tel.

Copyright © 2011 ShoreTel. All rights reserved. The ShoreTel logo and ShoreTel are registered trademarks of ShoreTel, Inc. in the United States and/or other countries. All other copyrights and trademarks herein
are the property of their respective owners. Specifications are subject to change without notice. Part #850-1259-01/5.11

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ShoreTel in Profesional Services

  • 2. “A primary reason that we selected ShoreTel was that all of the features are part of the system; no add-ons or third- party applications are required, and this simplifies system management and enhances overall reliability. New groups and new employees are productive straightaway, and can begin generating revenue faster, because they don’t have to wait for their phones to become available. And that’s great business.” — Deanna Liberti, Vice President of Operations Better Business Bureau of Eastern Massachusetts ShoreTel in professional services • Scalability: Managing growth across distributed offices? ShoreTel offers you a brilliantly simple way to connect multiple sites and consultants to present a unified front— including integration between locations and with legacy systems—so you can ensure continued growth without introducing complexity. • Availability and reliability: With enterprise-class 99.999 percent (five-nines) availability, and affordable disaster recovery, ShoreTel gives your distributed professional staff the reliability it needs to work from anywhere, even on the go. • Ease of use and management: ShoreTel simplifies communications for consultants and administrators, so they can increase productivity, leverage advanced functionality, and escape the hassle and cost of complicated technology training. 2 | BEATING COMPLEXITY: Professional Services
  • 3. Overview At its core, the professional services industry is about customer satisfaction. You are constantly tasked with meeting rising customer demands—for greater services, more substantial savings, and more meaningful benefits. At the same time, however, you need to be invested in your own business growth and competitive position. Tackling the two arenas simultaneously requires a stable and progressive technology platform, along with an advanced communications system that aggressively addresses your need for scalability, reliability, and management ease. Linking your distributed offices and remote professionals presents a single large enterprise to your customers. It also means you have to enable both seamless growth and system integration of all systems and processes. Systems must be reliable because your clients will not tolerate downtime, regardless of the size of your organization. And finally, resources must be used wisely. Your IT staff must be available to focus on core business initiatives, and your consultants and staff have little time for ongoing training. The bottom line? Whether you provide architectural, engineering, design, marketing, legal or IT services, you need a high-performance and easy-to-use IP-based business communication system to compete successfully. ShoreTel provides a brilliantly simple solution for professional services organizations. Our unified communications system provides the cost-efficiency, rich feature set, reliability, and simplicity that helps professionals serve and succeed: • Scalability: ShoreTel gives your organization a unified front—and integrated systems— by enabling full scalability across your IP phone system. • Availability and reliability: Take advantage of the round-the-clock communications reliability and performance levels you need to ensure real customer satisfaction. • Ease of use and management: ShoreTel centralizes system management and functionality for maximum ease of use. ShoreTel customers: professional services • Advanced Resource Technologies, Inc. (ARTI)—Information Services • Balch & Bingham—Legal • BKF Engineers—Engineering • EDAW—Landscape Architecture/Community Planning • Hitachi Consulting—Technology • Lemery Greisler—Legal/Finance • MBAJ—Architectural 3
  • 4. The ShoreTel distributed architecture ShoreTel Director PSTN /ITSP HEADQUARTERS INTERNATIONAL BRANCH Headquarters Server (System Adminstration, voicemail, ShoreTel ShoreTel Communicator & auto attendant, work groups) Communicator & RoamAnywhere [Physical or Virtual] RoamAnywhere Analog Device ShoreTel Voice Switches ShoreTel Contact Communicator Distributed Voice Center Server (voicemail & auto attendant) ShoreTel [Physical or Virtual] ShoreTel Appliances (Collaboration, Communicator VPN Concentrator, Contact Center & Mobility Router) ShoreTel ShoreTel IP Phone IP Phone ShoreTel Voice Switches IP WAN ShoreTel Communicator & ShoreTel RoamAnywhere ShoreTel Voice Switch Communicator & ShoreTel RoamAnywhere Communicator ShoreTel Legacy VPN Phone Voicemail OFFICE Legacy ANYWHERE Phones Legacy PBX PSTN / ITSP REGIONAL OFFICE PSTN SINGL E E-IMAGE ARCHITECTUR ShoreTel A professional approach at your fingertips The ShoreTel IP phone system is based on a distributed architecture that ensures no single point of failure. Setup is intuitive and straightforward: Call control is distributed to intelligent gateways known as voice switches, and ShoreTel voice applications— including voicemail and automated attendant—run on standard server hardware from anywhere on your IP network. The ShoreTel distributed architecture incorporates a switch-based hardware platform that makes each switch and site an independent call processor which continues to operate seamlessly in the event of wide area network (WAN) failure. Unlike other solutions, all servers can be disconnected from the ShoreTel switches and the ShoreTel phone system will continue to place and receive calls. 4 | BEATING COMPLEXITY: Professional Services
  • 5. Scalability As you expand, whether by adding new sites or by increasing the number of employees, you and your technology platforms must accommodate the addition of communication lines, without the potential delays caused when diverse systems fail to integrate, or when clients can’t connect to their parties. ShoreTel’s distributed architecture allows you to work with customers as a cohesive organization, so you can connect all of your consultants, regardless of how many regional, branch, and small offices you have. Here’s how we do it: • ShoreTel eases multisite growth by enabling consultants to use 4-digit dialing or dial- by-name right from the desktop to reach any colleague at any location. And there’s no need for clients, partners, or potential customers to dial different numbers for different locations to reach one of your professional staff members. Callers simply dial one number, and the automated attendant directs them to the right place. • ShoreTel makes legacy system integration a breeze by tying into your existing phone system for a staggered and more easy-to-manage rollout. ShoreTel also lets you integrate your own off-the-shelf and custom applications, helping pave the way for new services, including the ability for clients to make appointments and access account information directly. Availability and reliability When customer satisfaction and service are your primary business drivers, you must ensure consistent uptime and system performance, so you are always available to answer calls and address pressing issues. Without the ability to ensure 24/7 communications availability, regardless of where consultants are located, you risk alienating customers, or—even worse—losing business. ShoreTel eases the burden of reliability and puts your mind at rest. Here’s how: • ShoreTel offers distributed call control, so redundancy is delivered cost effectively through N+1 failover, which means that a single ShoreTel Voice Switch can provide backup to any number (N) of other switches. In the event of a power outage, phones automatically failover to another voice switch, providing your company with complete redundancy. • Further redundancy can be configured by simply adding additional voice switches. ShoreTel Voice Switches are highly reliable, with no moving parts (except for a fan), redundant Ethernet ports, and a real time operating system. • In addition, ShoreTel’s distributed architecture will automatically respond to and work around LAN, WAN or PSTN failures to deliver nonstop operation, providing you with the reliability you need to respond quickly and effectively to all your clients’ needs, even when faced with unexpected emergencies. 5
  • 6. Ease of use and ease of management When your job revolves around attention to customer needs, the last thing you need is to manage the internal hassles of a slow or difficult communications system. This is particularly true in the professional services industry, where so many employees have heavy travel obligations and work remotely. The ShoreTel system makes it easy to be a mobile, functional employee—as well as to centrally administer a system that enables maximum customer service. This is how we help you: • Wireless integration allows mobility within the office, while ShoreTel Office Anywhere allows your traveling consultants to use any analog or cell phone as a primary extension, extending the power of the ShoreTel system to remote and field professionals without relying on the Internet for voice quality. • ShoreTel Communicator (formerly ShoreTel Call Manager) lets workers establish very flexible call handling rules, depending on where they are, who’s calling and what time they have available. These features are also extended to ShoreTel Communicator for Mobile for professionals on the go. “When we saw the ShoreTel system and were given a demo, we couldn’t believe its functionality. There are too many reasons to list for why we chose ShoreTel, but the integration with Microsoft Outlook and the handset simplicity for non-technical users were key components. The functionality was great for both non-technical and very technical users, who have investigated every rich feature available on the system.” — Robert May, Principal and Founding Member Lemery Greisler • Ease-of-use means IT staff spend much less time training end users and answering questions about the phone system. • ShoreTel centralizes voicemail and email for one-stop communications management. ShoreTel Director, our intuitive management interface, gives administrators access to the system from anywhere on the network through a Web browser. • Users have the ability to track phone calls, export and distribute original voicemail messages to one person or a group of people, and keep a running history of calls into each number—so they can better monitor and improve customer service. • Support for open standards means that ShoreTel easily integrates with specialized billing, accounting and cost recovery applications, and customer relationship management (CRM) systems, including SalesForce.com. 6 | BEATING COMPLEXITY: Professional Services
  • 7. “The engineer had the ShoreTel system up and running in an hour. We had the Cisco guys in for weeks before we could get things going, and we still had a lot of dissatisfaction from our users.” — Mark Norris, Director of IT Balch & Bingham ShoreTel: known for professionalism • ShoreTel has a global presence with product support in multiple languages. • ShoreTel has been named best overall VoIP provider for 6 years running by Nemertes Research. • ShoreTel received “Strong Positive” rating in Gartner’s Unified Communications for the SMB Market Marketscope Report. 7
  • 8. Benefits ShoreTel turns efficiency and productivity into organizational savings As most professional services organizations know, a technology solution that offers cost- effective capabilities, proven productivity and convenience is a solid connection to success. Here’s how ShoreTel helps your business boost employee performance and impact the bottom line: • ShoreTel empowers your employees with rich, modern communication features, so you can save money by increasing productivity. Callers can be assured of reaching the person they need no matter where they are, while receptionists and operators have access to online directories that help them quickly connect callers with the right person and also enhance their collaboration with key staff. • ShoreTel also helps you cut extraneous communication costs. We decrease long distance toll charges by sending voice calls over your existing data network, and we also enable you to share voice trunks between locations and reduce the number of phone lines you’re leasing. • ShoreTel Converged Conferencing helps you save on costly teleconferencing services with voice and Web conferencing right from Microsoft Outlook, so workers can collaborate more readily and meet client demands quickly. • Bringing management in-house saves time and money and allows you to be in charge of your own system—not at the mercy of a service provider for personnel moves, adds and changes (MACs). About ShoreTel ShoreTel is the provider of brilliantly simple Unified Communication (UC) solutions based on its award-winning IP business phone system. We offer organizations of all sizes integrated, voice, video, data, and mobile communications on an open, distributed IP architecture that helps significantly reduce the complexity and costs typically associated with other solutions. The feature-rich ShoreTel UC system offers the lowest total cost of ownership (TCO) and the highest customer satisfaction in the industry, in part because it is easy to deploy, manage, scale and use. Increasingly, companies around the world are finding a competitive edge by replacing business-as-usual with new thinking, and choosing ShoreTel to handle their integrated business communication. ShoreTel is based in Sunnyvale, California, and has regional offices and partners worldwide. For more information, visit shoretel.com. WORLD HEADQUARTERS 960 Stewart Drive, Sunnyvale, CA 94085 USA. shoretel.com +1 (800) 425-9385 Toll Free +1 (408) 331-3300 Tel. +1 (408) 331-3333 Fax EMEA +800 408 33133 Freephone +44 (1628) 826300 Tel. ASIA PACIFIC +61 (0)2 9959 8000 Tel. Copyright © 2011 ShoreTel. All rights reserved. The ShoreTel logo and ShoreTel are registered trademarks of ShoreTel, Inc. in the United States and/or other countries. All other copyrights and trademarks herein are the property of their respective owners. Specifications are subject to change without notice. Part #850-1259-01/5.11