Enhancing Your Business Process with Unified Communications
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Enhancing Your Business Process with Unified Communications
November 2010
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Quick Facts
About Us• 20th Year• Grand Rapids &
Royal Oak• 25 Staff
Approach• Vendor Agnostic• Non-reseller• Professional
Services Only
Partnerships• Microsoft Gold
• Central Region Client Experience Award Winner
• VMware Enterprise• Cisco Premier• Novell Platinum• Citrix Silver
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Infrastructure
Access & Identity Management
Expertise
Project Management
Collaboration
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Talks TechC D H
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Agenda
• Unified Communications• Microsoft Technologies• Capabilities
– Messaging– Voicemail– Telephony– Instant Messaging / Presence– Unified Conferencing
• Architecture• Summary
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Unified Communications
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Decreasing Costs
Reduce Travel Expenses
Reduce Telephony and Audio Conferencing Charges
Lower Real Estate and Facility Costs
Lower Messaging and Voice Mail Costs
Reduce Cost of Communications Systems
Note: See the Achieving Costs and Resource Savings with Unified Communications White Paper for details.
Saving up to
40%Saving up to
40%
Saving up to
40%Saving up to
40%
Saving up to
40%Saving up to
40%
Saving up to
40%Saving up to
40%
Saving up to
50%Saving up to
50%
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Improve Business Outcomes
Improve End-User and Team Productivity
Complete Projects Faster
Shorten Sales Cycle
Attract and Retain Customers
Resolve Customer Issues Faster
Up to 10%Up to 10%
Up to 20%Up to 20%
Up to 20%Up to 20%
Up to 30 min/dayUp to 30 min/day
Note: Results are based on actual Microsoft customer evidence and a composite case study of a 4,000-person company developed from interviewing 15 companies. Please see the “Total Economic Impact™ of Microsoft Unified Communications” white paper issued by Forrester Research.
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Microsoft
• Communications Server– Live Communications Server 2003/2005– Office Communications Server 2007/2007 R2– Lync Server 2010
• Exchange Server– Exchange Server 2007– Exchange Server 2010
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Magic Quadrant
• Increased adoption year-after-year. Critical telephony improvements in Lync Server.
• Exchange UM acceptance and maturity. Outlook Voice Access.
• Collaboration and desktop strength / emerging real-time communications.
• Flexibility in deployment configurations.
Gartner: Magic Quadrant for Unified Communications
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Integration
Office applications
SharePoint
Conferencing Integration
Telephony Integration
Office Communications
ServerExchange
Server
Active Directory
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Messaging
• Exchange Server• Roles
– Mailbox, Hub Transport, Client Access, Edge Transport, Unified Messaging
• Database improvements• High availability
– Database availability groups• Security
– AD RMS integration
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Exchange 2010
• Online archive• Retention policies
– Deletion and archival• Legal hold• Multi-mailbox search• Role based access control (RBAC)• Exchange Control Panel• Enhanced integration with Exchange
Online
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Voicemail
• Voicemail preview– Voice to text– Actionable
• Outlook Voice Access– Voice commands
• Protected voicemails• Auto attendant
– Custom menus, greetings, business and holiday schedules
• Call answering rules
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Exchange ROI
Forrester Consulting: The Total Economic Impact of Microsoft Exchange 2010
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Demo
• Outlook Web• Exchange voicemail• Exchange Voice Access
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Instant Messaging / Presence
• Instant messaging– Multi-party chats– Access levels– File transfer– Ad-hoc meeting– Desktop sharing– Public IM Connectivity (PIC)– Federation
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Presence
• Presence– Status – Available, Away, Busy, Do Not Disturb,
Offline– Integration with other applications
• SharePoint• Outlook• Exchange – Outlook Web
• Presence information– Level of access– Status updates
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Unified Conferencing
• With a single, easy to use interface you can switch seamlessly between audio, video, and Web conferencing and desktop sharing.
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Conferencing
• Scheduled or ad-hoc• PSTN conferencing• Outlook add-in• Meeting client
– OCS/Lync client– Live Meeting client/Attendee console– Web client/reach client
• Meeting lobby
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Components
Conferencing Auto Attendant (CAA)
Personal Virtual Assistant (PVA)
Group Virtual Assistant (GVA)
• Handles the IVR for the user join flow• Joins the user to the conference• Plays music if conference hasn’t been activated
• Handles prompts played to a user/group of users in their language- You’ve been muted/unmuted, help, roll call
• Handles prompts played to ALL users in the conference in their language
- Entry/Exit announcements
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Demo
• Communicator client– Multi-party chat– Presence– Access levels
• Live meeting– Outlook add-in– Live meeting– Roundtable
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Telephony
• Scalable Voice-over Internet Protocol (VoIP) solution allows users to place, receive, forward, or delegate calls right from their PC, desk phone, or mobile phone.
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• Enterprise voice• Remote call control• Communicator client
– Simultaneous ringing– Call forwarding
• Mediation service• PSTN Gateway• SIP trunk
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Response Group
• Hunt groups and basic IVRs• Integration with OCS presence• Agent anonymity• Announcements• Speech recognition and TTS• Music on hold• Basic CDRs
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Lync Server 2010
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Management
• PowerShell• Role based access control (RBAC)• Control Panel• Improved alerting and reporting
– Reports on monitoring server– SCOM pack more accurate with synthetic
transactions– Actionable alerts
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Instant Messaging
• Activity feeds• Conversation history• SharePoint based
skill search
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Meeting
• No more Live Meeting• Clients
– Communicator– Attendee
console– Reach server
• Asynchronous viewing
• DTMF commands
• HD Video
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Voice
• Call quality attendant / In-call quality feedback• Call admission control• Media bypass• E911
– Location awareness
• Call park• Private lines• Malicious call tracking• Unassigned numbers
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Architecture
• Mediation server co-location– From 1-to-1 to many-to-many
• A/V Conferencing pool• Topology Builder• Central Management Store
– Each server has replica of topology
• Virtualization support
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High Availability
• DNS load balancing– Supports draining of servers
• Survivable Branch Appliance / Server– Medium branch (25-1000) = SBA– Large branch (>1000) = SBS
or STD Ed.
• Datacenter resiliency– Primary and backup SIP registrar – Failover to backup if primary
non-responsive
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Demo
• Lync client– Integrated conferencing– Activity feed, conversation history
• Attendant console• Integration
– SharePoint– Office– Exchange
• Management– Topology builder– Control Panel– Reporting
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Grand Rapids15 Ionia SWSuite 270Grand Rapids, MI 49503p: (616) 776-1600
Royal Oak306 S. Washington Ave.Suite 212Royal Oak, MI 48067p: (248) 546-1800
Thank You
www.cdh.com
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plantemoran.com
Understanding & Applying Unified CommunicationsC/D/H Customer Briefing
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“UC” means different things
Many products with “Unified” in the name
“UC” is often sold as a “thing” you buy
Confusion in the Market
Integrated VMChat applicationsFilesharingIP communicationsWebinarTeleconferencingSpeech recognitionBusiness process integration
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Unified Communications
UC
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“Unified Communications is the integration of communication functions into business processes”
Editor – CIO Magazine
“Technology that connects communication and collaboration applications on a common platform”
Forrester Research
“Communications integrated to optimize business processes”
www.ucstrategies.com
What is Unified “Communications?”
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The UC Continuum
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Three Stages of Unification
U-Infrastructure U-Applications U-Processes
IP Telephony Conferencing Mobility Presence/IM Third Party Call
Control
Automatic notification of events
Automatic contact lists
Web-enabled links allowing real-time contact
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The UC Continuum
UC-Infrastructure
ConsolidateVoice/Data Cabling
Vendors
MergeVoice and data staff
CollapseVoice onto the LAN
Voice onto the data WAN
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The UC Continuum
UC-Applications Focus: User productivity tools Enhance Personal Productivity Enhance Workgroup Productivity
Jessica Young
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The UC Continuum
UC-Processes: Focus: Integrate/automate communications
input/output in response to a business process Build communication methods directly into business
processes Communications Enabled Business Processes
(CEBP)
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CEBP – How do we get there?
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Process Optimizations
“Human Latency” in the business process Examine operations, business processes, and
workflows - where are communications causing bottlenecks? “hotspots”
Determine what “tools” may exist to remove or mitigate “hotspots”
Can “tools” be integrated into specific enterprise operations and business processes (CEBP)?
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Process OptimizationProblem Identification
A B C D EndBeginning
It has a beginning and an end
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Process OptimizationProblem Identification
A B C D EndBeginning
Human Latency
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Process OptimizationProblem Identification
Bottlenecks
A B C D EndBeginning
A
A
A
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Process Optimization Solutions
Finding Solution to alleviate HotSpots
A B C D EndBeginning A
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Process Optimization Solutions
And optimize the process
A B C D EndBeginning
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Process Optimizations
CEBP is about removing (or minimizing) human effort, understanding, action, remembering – to make needed communications happen
Where are the communications problems? Can we embed tools to
simplify/streamline/automate the communication or action we need to occur?
Automatic Alerts / Reminders / Notifications
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X X X
X X X
X X X
X X X
X X X
Y Y Y
Y Y Y
Y Y Y
Y Y Y
Y Y Y
Inventory
UC Driven Process
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Process Optimizations
1 Review and assess key business processes – are any being impacted by communications bottlenecks/breakdowns?
2 Identify and prioritize the key business processes being affected by communications bottlenecks/breakdown
3 Identify the source and impact of the communications bottleneck/breakdown
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Process Optimizations
4 Identify what could be done (what tools could be used) to resolve or mitigate the “hotspot”
5 Identify what the new process would look like
6 Assess the difficulty and cost to implement the change
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Process Optimizations
7 Determine which process(es) would be the best candidate(s) for employing CEBP
8 Verify a partner who can help you get there
9 Plan the deployment process
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Process Optimizations
10 Conduct training
11 Conduct a post-implementation review to assess outcomes
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Communications Enabled Business Process
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CEBP – Example #1
Communications-Enabled Web Site B2C Add Click-to-Call / Click-to-Chat to customer-facing
web sites Reduce customer abandonments Improve customer satisfaction
Pass customer account information to agent Faster service Avoid annoying the customer with redundant requests
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CEBP – Example #2
Voice-Enabled Portals Hospitality Adding voice services to in-room Web terminals
Free VoIP calls to restaurants, theaters, sporting events Improve customer experience Ad revenues from participating business partners
Healthcare Adding voice services to in-room Internet
Telephone calling Access to hospital services Conferencing distant family members
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CEBP – Example #3
Communications-Enabled Kiosks Retail Malls Customers can look up stores/products Customers can make a call to ask questions
Airports, Train Stations, Convention Centers Customers can look up hotels, restaurants, car
rental agencies, taxis Customers can make a call to set a reservation
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CEBP – Example #4A
Interactive Notification Services Phone calls, SMS message delivery, and email
notification is typically supported Capabilities exist for customers to interact with
back-office business systems and call centers
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CEBP – Example #4B
Interactive Notification Services Examples: Airlines: Notify customers of delayed or cancelled
flights; customers can use IVR or call center agent to reschedule flight or request refund.
Credit card companies: Alert customers to unusual account activity, allowing them to verify or deny a transaction.
Brokerage firms: Notify customers when a stock reaches a pre-defined price, allowing them to confirm a sell or buy order using a touchtone phone.
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CEBP – Example #5
Internal Business Process Old Way: Try to reach a party by name or
phone number New Way: Callers are automatically connected
to the person who is best suited to help them based on business function, skills and availability. How: Many provide extensible presence services for
contextual call routing.
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CEBP – Example #5A
Internal Business Process Financial Services: A general financial advisor on a customer call seeks
a real-time consultation with a government bond specialist. Rather than dialing the phone number of a particular specialist, the advisor simply clicks on a government bond icon in his client application and is connected automatically to an available specialist.
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CEBP – Example #5B
Internal Business Process Sales Force Automation: A salesperson needs to offer an extraordinary discount
to close a deal by the end of the business day. Rather than trying to manually find a manager who can approve the discount, the salesperson initiates an approval action directly from his sales force automation application and is automatically connected to an available sales manager authorized to approve the requested discount level.
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CEBP – Example #5C
Internal Business Process Telecommunications: A Level 1 support rep is contacted by a customer with
a network problem. As the support rep documents the problem a portal is opened showing the available technical engineers qualified to take this call. The support rep can click to start an IM session or add the engineer to the call.
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Thank You!
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Ted MalliresPlante & [email protected]