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Page 1: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205
Page 2: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

10 Keys to Ensuring the Success of Your Lync Deployment Justin MorrisManaging Consultant - AUModality SystemsOSS205

Page 3: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Why does this matter?

Critical to getting it right first time

Based on real world experience

Not strictly technical - Level 200

I’m not Letterman - order does not signify importance

Page 4: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Who am I?8 years UC experience in Australia and the UK

Deployed the largest Lync voice deployment in the UK

Contributor on The UC Architects Podcast

Lync MVP

Founder of Sydney’s Lync User Group

Blog @ justin-morris.net

Twitter - @justimorris

Page 5: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

#1 - Business User Buy-In

Page 6: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Your Job is to Improve the Lives of Users

This is job number one

Early and Repeat User Engagement

Ensure you have business sponsorship

Page 7: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Support the Cultural Change

Lync enables new ways of working

Some functions work in different ways e.g. Team Call/Group Pickup/Transfer

Page 8: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Measure Success and Gather Feedback

Ensure you are open to questions, suggestions and feedback

Promote success stories within the organisation

Use the monitoring server to gather usage information and act on it

Page 9: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

#2 - IT/TelephonyTeam Buy-In

Page 10: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

The business will take cues from IT

IT should be Champions of Lync, particularly when they interact with the business

IT should be using Lync first to fully understand it

Page 11: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Put aside differences

Telephony and Networks staff need to be friends, not enemies

During early phases you’ll need to work closely with and depend on telephony staff

Page 12: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205
Page 13: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

#3 – BusinessPolicy Decisions

Page 14: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Lync Enables New Abilities

Work with the organisation to enable as much as possible

Often the default answer will be “no” to new abilities

Help the business decision makers understand the risks and benefits

Page 15: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Define new business policies

Help the business define new staff policies using Lync

Focus on delivering value to users, not “how we’ve always done it”

Page 16: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

#4 - Lync Depends ona Solid Infrastructure

Page 17: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Lync does not stand alone

Lync success depends on many technologies

Many technologies often means many teams/IT staff

Understand the dependencies and identify weaknesses

Page 18: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Dependencies to Consider

Exchange Unified Messaging

NetworkBandwidth, QoS, CAC, PoE, WAN, Firewalls and Branch Sites

Wireless

Desktop Client RolloutConsider Device Drivers, USB Security and Patching

Page 19: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Users don’t care - it’s all Lync to them

Users aren’t interested in why it’s not working, it’s just not working

You have to protect Lync’s reputation within the business

Page 20: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

#5 – Completingthe Solution

Page 21: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Completing the UC Picture

Lync 2013 provides the core UC solution

How do you address the remaining communications and regulatory requirements?

Page 22: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Additional Telephony Use Cases

Contact Centres

Operator ConsolesReceptionists are one of the most important people in your organisation

Facility DevicesFax machines

Common Area Phones

Door entry systems

Paging systems

Warehouse phones

Page 23: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Compliance Solutions

Regulatory RequirementsLegal disclaimers

Keyword Detection and Filtering

Ethical Walls

Security RequirementsControl external access to Lync/Exchange

Avoid DDoS attacks and account lockouts

Page 24: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Call Recording

Determine Requirements e.g. training or regulatory

Complying with Australian monitoring of voice comms guidelines

Page 25: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Lots of Microsoft Qualified Options AvailableInvestigate and Test

Consider Patching and Support

Consider the impact of dependencies on future plans

Remember to consider High Availability and Disaster Recovery for these components

Page 26: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

#6 - Planning and Testing High Availability and Disaster Recovery

Page 27: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Having a plan is good

Users are used to voice “always being available”

It’s not good enough until it’s tested

Page 28: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Areas often overlooked

Inbound carrier re-routing

Branch site DHCP/DNS

Page 29: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205
Page 30: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

#7 - User experience is all about endpoints

Page 31: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Vast Differences in Quality and Cost

From a few dollars to hundreds of dollars

Don’t try to make unrealistic savings here

Page 32: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Areas to consider

Always use Qualified or Optimised Endpoints

IP Phones or USB headsets

Bluetooth vs DECT

Get a few options and test – talk to all the vendors

Page 33: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

#8 - Rollout Strategyand Planning

Page 34: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Rollout Strategy

You are swapping out a business tool, get it rightFirst impressions really matter

Big bang or gradual?Which users when?

All features at once or a staged feature rollout?

Page 35: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Rollout Strategy

Setup before users arrive or setup with users?Do users expect to hit the ground running?

Or are they happy to “learn on the go”

Page 36: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

#9 - User Training and End User Support

Page 37: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

There is a lot to Lync, don’t ignore trainingBusiness users may not be as savvy as IT

Lots of training options

Page 38: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

You can’t train users on every feature in one goStart off with the basics

Re-visit and build up skills

Give your power users the opportunity to learn more

Page 39: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

The difference between OK and Great

Good end user support is critical

It’s a specialist skillset - end user support need to know the Lync client inside and out

Page 40: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

#10 - Infrastructure Support and Lifecycle Management

Page 41: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Good Support is Vital

OptionsIn-house

Microsoft Premier Support

Certified Support Partner

Or a mix?

Third party components need support too

Page 42: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Monitor Your Lync Deployment

Monitoring Server Reports

SCOM/Synthetic Transactions

Voice Quality Management with Network Probes

Gateway Monitoring

Page 43: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Lifecycle Management

Patching (Clients, Servers, OS, Firmware)

Page 44: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Key Takeaways

Page 45: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Key Takeaways

User, Business and Technical Buy-in

Rollout and Support

Supporting Infrastructure

Page 46: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Q&A

Page 47: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Related content

OSS411 - Addressing Lync 2013 Security AspectsWednesday 3pm – 4pm

Page 48: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Track resources

Ignite - Ignite.office.com

FastTrack - fasttrack.office.com

Office Blogs – blogs.office.com

Office 365 Trust Centre - trustoffice365.com

Office 365 Customer Success Centre – success.office.comRegister for Office 365 Ignite - aka.ms/ausignite

Page 49: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Track resources

Melbourne Lync User GroupNovember 12th, 6pm at Microsoft FWP

Sydney Lync User GroupNovember 12th, 6pm at Microsoft North Ryde

Page 50: 10 Keys to Ensuring the Success of Your Lync Deployment Justin Morris Managing Consultant - AU Modality Systems OSS205

Thanks! Don’t forget to complete your evaluationsAsk me questions on twitter@justimorris

aka.ms/mytechedmel