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Planning the Lifecycle of a UCaaS ProjectPlanning the Lifecycle of a UCaaS Project

Enterprise Connect offers a step-by-step walk through of everything you need to do to evaluate, plan, and execute a potential UCaaS migration.

Dave Stein

February 5, 2018

3 Min Read
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Last year, I led a new session at Enterprise Connect that was a condensed guide to replacing an aged premises-based PBX. This year, by popular demand, I've been asked to expand this into a workshop that focuses on the process and provides a roadmap. In short: A step-by-step walk through everything you need to do to evaluate, plan, and execute a potential UCaaS migration for some or all of your sites.

You should consider attending if some or all of the following describes your situation:

  • Your PBX is in its second decade of life

  • The vendor you bought it from is out of business

  • The software release is eight years old

  • It was EOL five years ago

  • Users are screaming to get features they've had on their iPhones for years

Your manager is now asking you to develop an ROI/TCO model to determine if a new system can be financially justified. Where do you begin? What steps can you skip? How should you procure the new system?

At Enterprise Connect, I'll be discussing some practical approaches and processes for moving forward. For example, we'll explore what elements your organization should include in its ROI calculation, such as hard vs. soft costs, the importance of understanding the current calling patterns/volumes, and how that might change with a future UCaaS architecture. I've recently conducted consulting engagements where the ROI was achieved primarily based on reduction in long distance costs.

Another topic that my clients are very interested in is the method of procurement. Many public sector organizations such as municipalities must use a competitive bid process, such as a formal RFP. For others, I've used a less formal procurement approach to capture vendor differentiators. This less formal approach saves time, effort, and costs.

In the last portion of the session, I will be joined by a vendor panel representing some of the leading cloud-based solutions on the market today. They will share their best practices and answer questions as to the key issues that their customers are facing in their journeys to the cloud.

I'll be covering:

  • Project charter: What problems are we trying to solve? (i.e. Why are we doing the project?)

  • ROI/TCO for voice/UCaaS projects

  • Factors to consider in your existing environment

  • To RFP, or not to RFP?

  • What are the important items to evaluate?

  • Which vendors to include

  • What's the best architecture for your environment, cloud or hybrid?

So whether you're a seasoned project manager, a veteran voice systems manager or a technical resource interested in understanding the lifecycle for a new UCaaS/messaging system, I look forward to seeing you at this session in Orlando. Safe travels!

Join Dave at Enterprise Connect, in the session, "Planning the Lifecycle of a UCaaS Project," taking place Monday, March 12, from 2:15 p.m. to 5:00 p.m. And learn more about Cloud Communications at Enterprise Connect 2018, March 12 to 15, in Orlando, Fla. Register now using the code NOJITTER to save an additional $200 off the Early Bird Pricing or get a free Expo Plus pass.

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