january 23-26, 2007 ft. lauderdale, florida designing & implementing your ip pbx success is all...

January 23-26, 2007• Ft. Lauderdale, Florida

Designing & Implementing Your IP PBXSuccess is all in the planning

Paul C Cissel, CEO, Internet & Telephone, LLC


Introduction –What we will review

• Installation Types• Process

– Site Discovery– Design– System Order– Implementation– Training

• Cutover • Sign-off


Designing & Implementing Your IP PBX

• Installation Types– Full Installation at New Facility

• Can be fully cut and live prior to move in (Parallel Cut)• Training logistics must be considered• Phone numbers will have to be moved to new trunks

– Full Installation at Existing Facility• Trunks will have to be moved to new system (Hot Cut or

Flash Cut)

» (continued)



• Installation Types– Incremental/Phased-in Multi PBX Installation

• Evaluation Systems• VOIP Expansion to Legacy PBX with Tie Lines• Remote Site Deployments• Departmental Deployments• VOIP Connectivity of Dissimilar Legacy PBXs

– Disaster Recovery Installation• Backup System (Mobile?)• Continuity of Operations Deployment



• Processes– Discovery (Pre & Post Sales) Process– Design Process– Ordering Process– Implementation

• Staging• Cutover

– Acceptance• Review checklist• Note unresolved problems, request & change orders• Signature



• Discovery Process– Verify/certify the Network (LAN/WAN)

• Utilize the OSI Open Systems Interconnect model• Certify wiring• Certify hubs, switches and routers• Certify PC’s; especially if utilizing Softphones• Verify speed and size servers (OS & MS Exchange)• Review traffic packet patterns and congestion• Establish Baseline

– Document necessary items to bring Network into specification


OSI Model

DATA UNIT LAYER FUNCTION

Host

Layers

Data

7 Application Network Process to application

6 Presentation Data representation and encryption

5 Session Interhost communication

Segments 4 Transport End-to-end connections and reliability

Media

Layers

Packets 3 Network Path determination and logical addressing (IP)

Frames 2 Data Link Physical addressing (MAC & LLC)

Bits 1 Physical Media, signal and binary transmission


OSI Visual



• Discovery Process (cont.)

– Pre Walk through Documents • Statement of Work

• System Requirements

• Project Contacts assigned

• Call/Voice Mail/Auto Attendant Process Flow

• Site Walk Workbook– Responsible parties– PSTN/Carrier dial plan, trunking and configuration (B8ZS,etc)– Voice Mail, Email, Unified Messaging – Paging, Music/message on hold, conferencing– List employee/extension/DID/phone/headset– System Design Diagram



• Discovery Process– Site Walk Through

• Collect and complete Site Walk Workbook• Meet and develop rapport with site contacts• Review Sales Order for additions• Complete System Diagrams

– System

– Call Flow

– Auto attendant/Voice Mail flow

• Set date for return and approval of Statement of Work



• Design Process– Delivery and Acceptance of Statement of Work

• On Customer Site or Conference call • Present all data collected in a Statement of Work• Make any additional modifications to document• Get Signature

– Document, Document and Document• It is good for both the Vendor and the Customer

– Have a Sole Point of Contact for the Customer and the Install Team



• Order Process– From signed Statement of Work– Submit Purchase Order; get arrival date– Schedule Training, Phone/headset/workstation

deployment– Confirm Purchase Order and Shipment– Review Statement of Work/System Design with

Sales and Implementation Team– Confirm Equipment Delivery to Purchase Order



• Staging Process– Confirm Equipment arrival with Order– Test devices prior to delivery to Customer Site– Install & Configure Hardware Devices– Finalize PSTN Line configurations– Freeze Change Orders– Deploy Configured System– Conduct Operational test



• Training – End Users– Receptionists– Administrators



• Cutover Process– Execute PSTN Line Cutover– Execute Cutover Plan– Verify All in working order

• Voice Mail Checklist• Station/Phone Test Checklist• Client Desktop Checklist

– Acceptance• Review checklist• Note unresolved problems, request & change orders• Signature



• Highlights– Document, Document and Document

• It is good for both the Vendor and the Customer

– Utilize the OSI Model for Network Baseline– Keep Customer Completely Informed– Have a Final Sign Off on an Acceptance Form

• There has to be a finish line.

– Be Onsite• Day of Cutover• Day after Cutover• Week after Cutover• Month after Cutover



• Disastrous Implementation Precipitated by:– Lack of Planning– Lack of Agreement– Inadequate Wiring, hubs, switches & routers– Under configured Server speed/Processor

memory– Disk Space on Unified Messaging Server– Lack of Rapport with Client



• Successful Implementation Precipitated by:– Certified Network Infrastructure– Full and Complete Documentation– Properly set Customer Expectations– 3 C’s (Constant Customer Contact)– 5 P’s (Prior Planning Prevents Poor Performance)– Good Customer Rapport– Basic Understanding of Customers Business– HARD Finish Line-Customer Sign off

january 23-26, 2007 ft. lauderdale, florida designing & implementing your ip pbx success is all...

Documents

florida osi visual slide

ip pbx success

continued slide

specification slide

florida introduction

application network

binary transmission

new system hot cut