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The UC RFP: The Devil You Know Vs. The Devil You Don't KnowThe UC RFP: The Devil You Know Vs. The Devil You Don't Know

When evaluating voice and UC project proposals, keep an open mind when weighing valued existing relationships against the potential of new ones.

Dave Stein

October 22, 2014

3 Min Read
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When evaluating voice and UC project proposals, keep an open mind when weighing valued existing relationships against the potential of new ones.

When problems crop up with premises and cloud procurements and implementations, the issues often center on a mismatch of client expectations and a new or unknown vendor's execution (and obligations). That leads some to believe that dealing with an imperfect but familiar someone or something is wiser than aligning with someone or something that might be worse.

This "devil you know" principle can apply to almost any situation, but what does it mean for voice and UC projects? The answer lies in the responses to the following questions:

1. Has the client articulated and effectively communicated its requirements to the vendor? My consulting practice has been involved in a number of recovery projects where the original RFP (before we've gotten involved) has resulted in vendor responses that are impossible to normalize. In other words, the client can't make a decision because vendors have proposed solutions that represent their different interpretations of its specs (kind of like some protocol standards). I would categorize this situation as the client's fault. The recovery project requires a new RFP and, sometimes, input from a new batch of vendors that are more appropriate to the project goals.

2. Does the vendor have enough experience with projects of similar size and complexity? This one is interesting in that an inexperienced vendor may propose a solution and schedule that has little likelihood of success but seems to have cost or other advantages over other proposals. In my experience, an incumbent vendor rarely falls into this situation (the notable exception being carriers that churn their account teams frequently, thus losing tribal knowledge of the client). This situation is mostly the vendor's fault, though the client has some shared responsibility in not vetting the proposed solution sufficiently.

3. Are there dependencies that haven't been discovered or revealed? (This is perhaps a subset of #1 above.) I see this occur frequently, with both parties having some level of responsibility. Some examples include:

• Cabling and power issues (client responsibility)

• Networking issues, ranging from PoE to QoS support (client responsibility)

• Networking issues – multicast support (primarily vendor, secondarily client responsibility)

• Number porting (primarily vendor, secondarily client responsibility)

• Lead time (vendor responsibility)

• Personnel changes (both)

Some clients will assign more value to a strong, long-term personal relationship than to a competitive vendors' product portfolio. This may be the right way to go for a client that perceives great risk in going with other solutions and partners. On the other hand, if the existing relationship has problems, the RFP process will likely favor a new vendor. Likewise, if an existing vendor's current product offering is severely lacking in functionality and/or pricing value, building a new relationship may be the right course of action.

As with many of these situations, a decision often comes down to the relationship between client and vendor. Is there mutual trust and respect in the relationship? Does the client believe the vendor will take care of the issues that will undoubtedly arise? Is there an opportunity to establish a strong relationship with a new vendor? I've been fortunate in the past couple of years to work with several open-minded clients that have valued existing relationships as well as the potential of new ones.

In general, if the incumbent vendor has been taking care of business – investing in the relationship as well as product portfolio – then my clients tend to favor remaining with them. On the other hand, if the incumbent has failed to adequately invest, new vendors are sought.

Which devil is right for you?

"SCTC Perspectives" is written by members of the Society of Communications Technology Consultants (SCTC), an international organization of independent information and communication technology (ICT) professionals serving clients in all business sectors and government worldwide.

About the Author

Dave Stein

Mr. Stein, a principal with Stein Consulting Group, has more than 30 years of consulting, information systems and telecommunications experience, with a primary emphasis on IP communications and technology infrastructure projects. He is nationally recognized for providing analysis and Independent consulting for essential IT infrastructure including voice, data, wireless, AV, security, data center, mobility and unified communications. Mr. Stein is a joint venture partner of Technology Plus and is a UC Strategies designated UC Expert.

His expertise includes the entire technology lifecycle including needs assessment, process evaluation, operations impact, systems design, procurement and implementation project management for IP Telephony/Unified Communications, wireless, data center, cabling, facilities, LAN, WAN, network management, data security systems, telecommunications, technology relocation and construction projects. He is an excellent communicator and is skilled in dealing with management, facilities and technical personnel within IT and user communities. Mr. Stein has provided consulting services for assessing the effectiveness of IT organizations and developing governance models.

Mr. Stein's expertise includes technology planning and business case development for many significant technology infrastructure projects for both public and private-sector clients. Previous engagements have included consulting for professional services firms (i.e. legal, financial), state and local governments, education (university and K-12), high tech, healthcare and entertainment. He is very effective in working with all levels of an organization.

Mr. Stein is a member of the Society of Communications Technology Consultants (SCTC). He holds a Bachelor of Science degree in Computer Science from Rensselaer Polytechnic Institute and has completed the 'Leadership and Management for Technology Professionals' program at University of California, Irvine. He speaks regularly at Enterprise Connect on a variety of topics and is a frequent contributor to No Jitter.

Mr. Stein can be reached at [email protected]. LinkedIn Profile