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        Understanding & Applying Unified Communications
Confusion in the Market

   “UC” means different        Integrated VM

    things                    Chat applications


   Many products with           File sharing

    “Unified” in the name     IP communications


   “UC” is often sold as a        Webinar

    “thing” you buy            Teleconferencing


                              Speech recognition

                              Business process
                                integration
Today’s Discussion

   Define UC
   Identify major UC applications (“tools”)
   3 primary ways UC can be purchased /
    rolled out
UC


Unified Communications
What is Unified “Communications?”
“Unified Communications is the integration of
communication functions into business processes”
                             Editor – CIO Magazine

“Communications integrated to optimize business
processes”
                             www.ucstrategies.com
“Technology that connects communication and
collaboration applications on a common platform”
                                Forrester Research
The UC Continuum
Three Stages of Unification



U-Infrastructure   U-Applications         U-Processes


   IP Telephony      Conferencing          Attendance
                      Mobility               notification

                      Presence/IM           Embedded
                                              Communications
                      Third Party Call
                       Control
The UC Continuum

   At its lowest level, UC serves to join
    multiple types of communications to:
       Consolidate infrastructure
Separate Networks

             Phone Network




             Data Network
Combined Networks




            Data and Voice
Implications

   Lowest levels of UC is an IT project focused on
    voice and data infrastructure

 Consolidate          Merge                  Collapse
 Voice/Data Cabling   Voice and data staff   Voice onto the LAN
 Vendors                                     Voice onto the data
                                             WAN


    Better potential voice integration via IP and SIP
The UC Continuum

   At a moderate level, UC serves to join
    communication applications to:
       Enhance Personal Productivity
       Enhance Workgroup Productivity



        Jessica Young
Implications

   Moderate levels of UC is typically focused on
    deploying user productivity tools:
       Presence
       IM/Chat
       Unified Messaging (voice/email/fax)
       Click to call / Click to conference
       Find Me / Follow me
       Conferencing (Meet Me audio bridge, video and web
        conferencing)
The UC Continuum

   At its highest level, UC incorporates
    functionality to:
       Build communication methods directly into
        business processes
       Communications Enabled Business Processes
        (CEBP)
Implications

   High levels of UC are often concerned with
    integrating some form of communications
    input/output in response to a business process
   This require deep knowledge of:
       The enterprise business
       Who is communicating with who
       How they are communicating
       What are the critical paths
Implications

   At the highest levels, vendors are not in a good
    position to address this UC functionality
       They lack access to the customer organization
       They lack compensation for their time to figure this out
   This is where internal expertise or outside
    assistance is required
       Customization may be required
The UC Continuum

   Thus, all the confusion…
       Vendors/Media often over simplify UC as a
        “thing you buy” rather than a set of tools to be
        figured out and applied to optimize business
        communications
       Vendors/Media often present IP telephony,
        Unified Messaging, and Unified
        Communications as synonymous
       Vendors/Media often imply that UC capabilities
        are contingent upon implementing IP telephony
The UC Continuum

   Thus, all the confusion…
       Vendor’s naming conventions often build
        “Unified” into their product names
       Multiple vendors / New vendors to buy from
       Many vendors are still learning and evolving
What is Driving UC?
Communication Overload
What is driving UC?

   As telephone systems come up for
    replacement, UC capabilities are the
    newest feature sets to be considered
 Available Features?                   Needed Features
 Presence        Click to Conference   Presence
 Web Conferencing IM                   IM
 Click to Call   Video Conferencing    Click to Call
 Federation      Search Directory      Search Directory
 Kitchen Sink    Tag
What is driving UC?

   Organizations are trying to figure out
       How to solve communication problems
           Bottlenecks
           Difficulty reaching the right person quickly
       How to optimize business processes
           Single Number Reach
           Speed up communication flows
           Better collaboration
UC Toolsets
Main Categories of UC Toolsets




  Contact Management            Messaging
  & Directory Services




  Conferencing &         Mobility & Remote
  Collaboration                      Office
UC Toolsets
                          Presence
                          IM/Chat
                          Click to Call
                          Enterprise Phonebook
                          Enterprise dialing
  Contact Management
  & Directory Services    Call routing/Screening rules
                          Single User Identity
                             Email, phone, cell
UC Toolsets

   Presence
       Real time status – who is on-line and available?
           The “dial tone” of the future
           Today: Presence focused within the enterprise and
            ability to have an IM session
           Tomorrow: Presence servers gathering information
            from various sources/platforms from in/out of the
            enterprise (requires federation)
           Basic Presence: On-line, level of activity
           Rich Presence: Location, type of device being used,
            its OS, local time, outside-of-enterprise
UC Toolsets

   Instant Messaging
       Enterprise-grade/Enterprise-wide Instant
        Messaging
       Security and Privacy
           Quick exchanges
           Multi-tasking / Ability to reach those that are “busy”
UC Toolsets

   Third-Party Call Control
       Activation of telephone features by point/click
           Click to Call
           Click to Conference
       The office telephone becomes a “handset”
UC Toolsets

   Synchronized Directory
       Single user identity to tie together
           Email address
           Office telephone number
           Mobile telephone number
UC Toolsets

                    Integrated audio
                     conferencing
                    Integrated web conferencing
                    Integrated video
                     conferencing
  Conferencing &
  Collaboration
UC Toolsets

   Conferencing & Collaboration Tools
       Audio conferencing (including call in “bridge”
        service)
       Video conferencing
       Web conferencing
       Collaborative capabilities
           Shared workspaces
           “White boarding”
           File / Document sharing
           Enterprise-wide Instant Messaging
UC Toolsets

                         Unified Messaging
                         Live reply/call return of
                          VM messages



          Messaging
UC Toolsets

   Unified Messaging
       One in-box for email, voice mail – even fax
       Unified message notification for all message
        types
       Ability to access any messages from any device
       Ability to forward voice mail messages as email
        attachments
       Ability to work with voice mail messages from PC
UC Toolsets

   Advanced Call & Message Management
       Desktop call screening (rules for screening
        inbound calls)
       Find Me/Follow Me
       Live Reply/Call Return of a VM message
UC Toolsets

                             Single number service
                             Voice commands
                             Seamlessly swap calls from
                              cell to desk phone (and vice
                              versa)
     Mobility & Remote       Soft phone VPN to corporate
                 Office       network
UC Toolsets

   Mobility Tools
       Single Number Service
           Office Number routes to “hidden” cell number
           Voice mail messages pulled back to enterprise VM
            server
           Outbound calls from cell show Office Number CLID
       Voice commands
UC Toolsets

   Speech Access & Personal Assistant
       Voice Recognition / Natural Speech commands
       Speech commands to control “personal
        assistants”
           Access inbox
           Access calendar
           Access directory / contacts
           Set up outbound dialing
UC Toolsets

   Remote Telephony Access
       Soft Phone (Laptop/PC with headset/microphone)
           VPN over Broadband Internet Connection
           Remote workers can receive calls to their business
            number
           Remote workers can place calls over the corporate
            trunks
UC Toolsets

   What appears to be readily adopted?
       Instant Messaging
       Presence
       Click to Call
       Search Directory
UC Toolsets

          Presence
                 IM
       Click to Call
  Search Directory
                Tag
Click to Conference
 Web Conferencing
Video Conferencing
        Federation

                   0%        20%        40%       60%        80%   100%
                   Blair Pleasant and Nancy Jamison – June 2008
UC in Action
Communication Grid
      High
                  Phone




Intrusion




                    IM                Email
      Low

             Immediate           Delayed
                          Time
Process Optimizations

   Speed up the process of reaching someone
   Speed up and simplify the process of joining
    multiple parties
   Simplify and enhance the process of collaborating
    with disparate parties
   Enhance the ability of mobile users to be reached
    and function with the tools available within their
    office
   Set up triggers to automatically provide
    notification at a critical point
Contact Management

   Presence shows who is available
   IM allows for instant access even if they are
    engaged in another task
   One-Number / Find Me-Follow Me allows the
    system to manage multiple venues – relieving
    the caller from trying different numbers
   Directory Dialing and Click to Call simplifies the
    process of identifying and contacting someone
Mobility

   One-Number / Find Me-Follow Me allows the
    system to work through multiple venues – not
    the caller
   Unified Messaging allows voice mail, email, and
    fax to available through a single interface
    (Smartphone user)
   Text-to-Speech allows access to email from
    standard cell phones
   Natural Speech allows for easier interaction
Collaboration

   Audio conferencing (“Meet Me”)
   Video Conferencing (PC to PC up to telepresence)
   Web Conferencing
       Rapid virtual meetings
       Share documents and files
       Calendar and project timeline
       Presence
Communications-Enabled Portal

   Integrate Presence/IM with operating system
    software
   Software identifies an event where assistance is
    required
   Software identified individuals that could assist
   IM/Chat window is opened to communicate with
    selected individuals
   Click to Call can be selected
3 Ways to UC
3 Ways to UC

   Telecom solutions
   Desktop solutions
   Application solutions
3 Ways to UC

   UC via Telecom Provider solutions
       Avaya (Nortel)
       Cisco
       Siemens
       Mitel
       NEC
3 Ways to UC

   UC via Desktop Provider solutions
       Microsoft
       IBM
       Webex
       Google
3 Ways to UC

   UC via Application Provider solutions
       SAP
       Salesforce
Ted Mallires
Plante & Moran
248.223.3340
ted.mallires@plantemoran.com

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Understanding and Applying Unified Communications

  • 1. plantemoran.com Understanding & Applying Unified Communications
  • 2. Confusion in the Market  “UC” means different Integrated VM things Chat applications  Many products with File sharing “Unified” in the name IP communications  “UC” is often sold as a Webinar “thing” you buy Teleconferencing Speech recognition Business process integration
  • 3. Today’s Discussion  Define UC  Identify major UC applications (“tools”)  3 primary ways UC can be purchased / rolled out
  • 5. What is Unified “Communications?” “Unified Communications is the integration of communication functions into business processes” Editor – CIO Magazine “Communications integrated to optimize business processes” www.ucstrategies.com “Technology that connects communication and collaboration applications on a common platform” Forrester Research
  • 7. Three Stages of Unification U-Infrastructure U-Applications U-Processes  IP Telephony  Conferencing  Attendance  Mobility notification  Presence/IM  Embedded Communications  Third Party Call Control
  • 8. The UC Continuum  At its lowest level, UC serves to join multiple types of communications to:  Consolidate infrastructure
  • 9. Separate Networks Phone Network Data Network
  • 10. Combined Networks Data and Voice
  • 11. Implications  Lowest levels of UC is an IT project focused on voice and data infrastructure Consolidate Merge Collapse Voice/Data Cabling Voice and data staff Voice onto the LAN Vendors Voice onto the data WAN Better potential voice integration via IP and SIP
  • 12. The UC Continuum  At a moderate level, UC serves to join communication applications to:  Enhance Personal Productivity  Enhance Workgroup Productivity Jessica Young
  • 13. Implications  Moderate levels of UC is typically focused on deploying user productivity tools:  Presence  IM/Chat  Unified Messaging (voice/email/fax)  Click to call / Click to conference  Find Me / Follow me  Conferencing (Meet Me audio bridge, video and web conferencing)
  • 14. The UC Continuum  At its highest level, UC incorporates functionality to:  Build communication methods directly into business processes  Communications Enabled Business Processes (CEBP)
  • 15. Implications  High levels of UC are often concerned with integrating some form of communications input/output in response to a business process  This require deep knowledge of:  The enterprise business  Who is communicating with who  How they are communicating  What are the critical paths
  • 16. Implications  At the highest levels, vendors are not in a good position to address this UC functionality  They lack access to the customer organization  They lack compensation for their time to figure this out  This is where internal expertise or outside assistance is required  Customization may be required
  • 17. The UC Continuum  Thus, all the confusion…  Vendors/Media often over simplify UC as a “thing you buy” rather than a set of tools to be figured out and applied to optimize business communications  Vendors/Media often present IP telephony, Unified Messaging, and Unified Communications as synonymous  Vendors/Media often imply that UC capabilities are contingent upon implementing IP telephony
  • 18. The UC Continuum  Thus, all the confusion…  Vendor’s naming conventions often build “Unified” into their product names  Multiple vendors / New vendors to buy from  Many vendors are still learning and evolving
  • 21. What is driving UC?  As telephone systems come up for replacement, UC capabilities are the newest feature sets to be considered Available Features? Needed Features Presence Click to Conference Presence Web Conferencing IM IM Click to Call Video Conferencing Click to Call Federation Search Directory Search Directory Kitchen Sink Tag
  • 22. What is driving UC?  Organizations are trying to figure out  How to solve communication problems  Bottlenecks  Difficulty reaching the right person quickly  How to optimize business processes  Single Number Reach  Speed up communication flows  Better collaboration
  • 24. Main Categories of UC Toolsets Contact Management Messaging & Directory Services Conferencing & Mobility & Remote Collaboration Office
  • 25. UC Toolsets  Presence  IM/Chat  Click to Call  Enterprise Phonebook  Enterprise dialing Contact Management & Directory Services  Call routing/Screening rules  Single User Identity  Email, phone, cell
  • 26. UC Toolsets  Presence  Real time status – who is on-line and available?  The “dial tone” of the future  Today: Presence focused within the enterprise and ability to have an IM session  Tomorrow: Presence servers gathering information from various sources/platforms from in/out of the enterprise (requires federation)  Basic Presence: On-line, level of activity  Rich Presence: Location, type of device being used, its OS, local time, outside-of-enterprise
  • 27. UC Toolsets  Instant Messaging  Enterprise-grade/Enterprise-wide Instant Messaging  Security and Privacy  Quick exchanges  Multi-tasking / Ability to reach those that are “busy”
  • 28. UC Toolsets  Third-Party Call Control  Activation of telephone features by point/click  Click to Call  Click to Conference  The office telephone becomes a “handset”
  • 29. UC Toolsets  Synchronized Directory  Single user identity to tie together  Email address  Office telephone number  Mobile telephone number
  • 30. UC Toolsets  Integrated audio conferencing  Integrated web conferencing  Integrated video conferencing Conferencing & Collaboration
  • 31. UC Toolsets  Conferencing & Collaboration Tools  Audio conferencing (including call in “bridge” service)  Video conferencing  Web conferencing  Collaborative capabilities  Shared workspaces  “White boarding”  File / Document sharing  Enterprise-wide Instant Messaging
  • 32. UC Toolsets  Unified Messaging  Live reply/call return of VM messages Messaging
  • 33. UC Toolsets  Unified Messaging  One in-box for email, voice mail – even fax  Unified message notification for all message types  Ability to access any messages from any device  Ability to forward voice mail messages as email attachments  Ability to work with voice mail messages from PC
  • 34. UC Toolsets  Advanced Call & Message Management  Desktop call screening (rules for screening inbound calls)  Find Me/Follow Me  Live Reply/Call Return of a VM message
  • 35. UC Toolsets  Single number service  Voice commands  Seamlessly swap calls from cell to desk phone (and vice versa) Mobility & Remote  Soft phone VPN to corporate Office network
  • 36. UC Toolsets  Mobility Tools  Single Number Service  Office Number routes to “hidden” cell number  Voice mail messages pulled back to enterprise VM server  Outbound calls from cell show Office Number CLID  Voice commands
  • 37. UC Toolsets  Speech Access & Personal Assistant  Voice Recognition / Natural Speech commands  Speech commands to control “personal assistants”  Access inbox  Access calendar  Access directory / contacts  Set up outbound dialing
  • 38. UC Toolsets  Remote Telephony Access  Soft Phone (Laptop/PC with headset/microphone)  VPN over Broadband Internet Connection  Remote workers can receive calls to their business number  Remote workers can place calls over the corporate trunks
  • 39. UC Toolsets  What appears to be readily adopted?  Instant Messaging  Presence  Click to Call  Search Directory
  • 40. UC Toolsets Presence IM Click to Call Search Directory Tag Click to Conference Web Conferencing Video Conferencing Federation 0% 20% 40% 60% 80% 100% Blair Pleasant and Nancy Jamison – June 2008
  • 42. Communication Grid High Phone Intrusion IM Email Low Immediate Delayed Time
  • 43. Process Optimizations  Speed up the process of reaching someone  Speed up and simplify the process of joining multiple parties  Simplify and enhance the process of collaborating with disparate parties  Enhance the ability of mobile users to be reached and function with the tools available within their office  Set up triggers to automatically provide notification at a critical point
  • 44. Contact Management  Presence shows who is available  IM allows for instant access even if they are engaged in another task  One-Number / Find Me-Follow Me allows the system to manage multiple venues – relieving the caller from trying different numbers  Directory Dialing and Click to Call simplifies the process of identifying and contacting someone
  • 45. Mobility  One-Number / Find Me-Follow Me allows the system to work through multiple venues – not the caller  Unified Messaging allows voice mail, email, and fax to available through a single interface (Smartphone user)  Text-to-Speech allows access to email from standard cell phones  Natural Speech allows for easier interaction
  • 46. Collaboration  Audio conferencing (“Meet Me”)  Video Conferencing (PC to PC up to telepresence)  Web Conferencing  Rapid virtual meetings  Share documents and files  Calendar and project timeline  Presence
  • 47. Communications-Enabled Portal  Integrate Presence/IM with operating system software  Software identifies an event where assistance is required  Software identified individuals that could assist  IM/Chat window is opened to communicate with selected individuals  Click to Call can be selected
  • 48. 3 Ways to UC
  • 49. 3 Ways to UC  Telecom solutions  Desktop solutions  Application solutions
  • 50. 3 Ways to UC  UC via Telecom Provider solutions  Avaya (Nortel)  Cisco  Siemens  Mitel  NEC
  • 51. 3 Ways to UC  UC via Desktop Provider solutions  Microsoft  IBM  Webex  Google
  • 52. 3 Ways to UC  UC via Application Provider solutions  SAP  Salesforce
  • 53. Ted Mallires Plante & Moran 248.223.3340 ted.mallires@plantemoran.com