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

Right Sizing Your IP PBX

Determining the Approach that Fits Your Enterprise

TMC University

Patrick W. HenkleSphere Communications

January 23-26, 2007• Ft. Lauderdale, Florida3

Agenda

What we will cover

• Define “Right-Sizing”• Telephony Past and Present• Key Considerations

– System Architectures

– 5 - W’s of VoIP

– Deployment Scenarios

– Sample Planning Methodology

What we will not cover

• Specific Vendor Implementations

• Feature Details• Protocol Wars

January 23-26, 2007• Ft. Lauderdale, Florida4

“In theory there is no difference between theory and practice.

In practice there is.”

Yogi Berra

January 23-26, 2007• Ft. Lauderdale, Florida5

Right-Size Defined

right·size Pronunciation: 'rIt-"sIzFunction:

transitive senses: to reduce (as in a workforce) to an optimal size

intransitive senses : to undergo a reduction to an optimal size

Source: Websters On-line dictionary

January 23-26, 2007• Ft. Lauderdale, Florida6

Rig

ht-S

izing

Pro

cess

Legacy PBXIP PBX

Media“Library”

CommunicationRules/PolicyDatabase

Feature ServicesCall & Media ControlPresence Services

Messaging ServicesMedia Services

Standards Based InterfacesSession ManagementDistributed Processing

High Availability

January 23-26, 2007• Ft. Lauderdale, Florida7

Right-Sizing an IP PBX

• Does not mean “make it smaller” – although that is usually an attractive outcome!

• It means selecting a solution that is the right size for you today, but that can also grow with you in the future.

– This should not mean “grow into” in the future.– This should not mean replace with a new one in the future.

• It also means selecting a solution that will continue to “add value” in the future, in addition to “capacity”.

January 23-26, 2007• Ft. Lauderdale, Florida8

TelecommunicationsPast and Present

+100 years of progress+100 years of progress

Telecommunications has changed in many ways over the last century.

However, one aspect remains essentially the same . . .

. . . the plain old telephone.

January 23-26, 2007• Ft. Lauderdale, Florida9

Enterprise Telecom PastEach phone plugged directly into the legacy switch. When the card was full, you had to add another card; when the switch was filled to capacity, you bought a new phone system, or multiple phone systems.

January 23-26, 2007• Ft. Lauderdale, Florida10

Why is this a concern?

• Legacy PBX solutions have fixed capacities based on hardware limited technology.

In other words, you can’t add more than 16 stations to a 16-port card.

• IP-PBX solutions do not have to be limited by the same constraints! The right platform can grow with you over time.

January 23-26, 2007• Ft. Lauderdale, Florida11

Applying Moore’s and Metcalf’s Laws to Enterprise Telecom

Integrated Circuits will double in power every year!

TimeTime

MIP

SM

IPS

NN22-N-N

The value of a distributed communications network . . .

Moore’s Law Metcalf’s Law

January 23-26, 2007• Ft. Lauderdale, Florida12

Telecom Today – Distributed IP Services

VoIP ManagerVoIP Manager

BranchHubBranchHub

PSTN

PSTN

AnalogAnalogDevicesDevices

(Desktop, Fax, (Desktop, Fax, Conference,Conference,

Modem)Modem)

Facility 1Facility 1

VoIP ManagerVoIP Manager

AnalogAnalogDevicesDevices

Facility 2Facility 2

PSTN

Facility 3Facility 3

SOHOSOHO

LegacyPBX

Multi-mediaMulti-mediaCommunicationCommunication

DesktopsDesktops

T1/E1/PRI

T1/E1/PRI

Analog FXO Trunks

Analog FXO Trunks

IPIPTelephonesTelephones

(Vmail, Email(Vmail, EmailUnified Messaging)Unified Messaging)

WANWAN

IPIPTelephonesTelephones

IP TelephonesIP Telephones

IP IntegratedIP IntegratedDesktopDesktop

VoiceVoiceMessagingMessaging

MeetingHubMeetingHubCOHubCOHub

Mobile UserMobile User

VoIP ManagerVoIP Manager

COHubCOHub

PhoneHubPhoneHub

IP Connectivity (Ethernet or WAN)IP Connectivity (Ethernet or WAN)

Digital Trunks (T1, E1, ISDN PRI)Digital Trunks (T1, E1, ISDN PRI)

Analog Lines (PSTN or Stations)Analog Lines (PSTN or Stations)

* requires private network connectivity * requires private network connectivity via, typically via a VPN connectionvia, typically via a VPN connection

Key: Key:

PSTN

AnalogAnalogFXO GatewaysFXO Gateways

(IP Conference Hub)(IP Conference Hub)

Internet*Internet*

IP WiFiIP WiFiTelephonesTelephones

January 23-26, 2007• Ft. Lauderdale, Florida13

IPWAN

PSTN

Don’tDon’tJustJust

““ChangeChangethe Wire”the Wire”

IPWAN

PSTN

UnifiedCommunications

Enterprise VoIPTypical

BusinessIT

Services

•Multi-media communications•Presence enhanced apps.•Click to dial•Contact management

January 23-26, 2007• Ft. Lauderdale, Florida14

IP PBX Architectural Approaches

Extended LifeExtended Life TDM over IPTDM over IP Purpose Built IPPurpose Built IPIP EnabledIP Enabled HybridHybrid Client ServerClient Server

• Ideal for extending the life of a Legacy PBX

• Often used for tie line migration to IP

• Lowers TDM Trunk costs

• Ideal for small scale systems (<100 stations)

• Dependant on embedded call processing modules

• Redundancy is a challenge

• Most scalable approach• Most flexible approach – can

also be used as a legacy PBX migration strategy

• Greatest amount of change

PSTNIP

WAN

IPLAN

LegacyTDM PBXIP

Tru

nks

MediaGateway

PSTNIP

WAN

IPLAN

MediaGateway

TelecomServers

PSTNIP

WAN

IP Trunks

IPStations

TDM Trunks

Telecom Server

AnalogStations

IP LAN

SIPPSTN

January 23-26, 2007• Ft. Lauderdale, Florida15

Evolving Enterprise VoIPAlternative Approaches (Generalized)

Software Centric

Network Agnostic

Open Standards Oriented System

Flat / Distributed Architecture

N + 1 Redundancy

Simplified Configuration

Software Enabled / Bundled Features

Add-on Upgrades for Expansion

Multi-Vendor Devices and Apps.

Best of Breed Options

Costs Less

Internet Model

Hardware Centric

Network Dependant

Closed / Proprietary Systems

Hierarchical / Centralized Architecture

N times 2 Redundancy – if any

Complex Configuration

Costly Add-on Features

Forklift Upgrades for Expansion

Vendor Specific Devices & Apps.

Single Vendor Solution

Costs More

Legacy Model

Hybrid TDM/IP Client / Server

January 23-26, 2007• Ft. Lauderdale, Florida16

5-W’s: Key Questions to Answer

Why VoIP?Why VoIP?What is driving this decision? Economics, Applications, Productivity, Obsolescence, etc.

Where VoIP?Where VoIP?Where do you require VoIP? All offices, some offices, all employees, some employees, etc.

When VoIP?When VoIP?What is the best timing? How can the deployment be phased in? How can the timing match budgetary requirements?

What VoIP?What VoIP?What applications or services would be best delivered via VoIP? All Telecom services, niche functions or applications, etc.

Who VoIP?Who VoIP?

Which solutions best fit your needs? Can you start small and grow economically? How can you leverage best-of-breed components?

January 23-26, 2007• Ft. Lauderdale, Florida17

Why Should You Consider VoIP?Why VoIP?Why VoIP?

•Your Legacy PBX is obsolete, too costly to service, or out of capacity.

•Continued investment results in a stranded asset that is not fully depreciable.

•You have a high population of “knowledge” workers that can realize the increased productivity of “enhanced services”.

• Integrated voice, video, text and unified messaging.•Personalized call management.• Integration with other business applications (CRM, ERP, Workflow).

•You are rapidly expanding and a converged solution is easier to deploy, maintain and grow.

•New office locations, mergers / acquisitions, mobile workforce, etc.

January 23-26, 2007• Ft. Lauderdale, Florida18

Where Should You Implement VoIP?Where VoIP?Where VoIP?

•Which employees would benefit the most?•Knowledge workers, executives, call center agents, mobile sales force, etc.

•What locations are the best fit? •Remote offices, HQ, new offices?

•Which networks are capable today? Which ones will require upgrades?

•All LAN’s, most LAN’s, WAN connected remote offices, mobile workers?

January 23-26, 2007• Ft. Lauderdale, Florida19

When Should You Deploy VoIP?When VoIP?When VoIP?

•What is the appropriate sense of urgency?•Is there an immediate problem that can be solved?

•Obsolete TDM system.

•New office locations. •Should you start by “extending the life” of your current system?

•How can you leverage this opportunity to begin positioning for your future needs?

•If possible, develop a phased approach over 6, 12, 18 months.

January 23-26, 2007• Ft. Lauderdale, Florida20

What Are Your Best Applications for VoIP?What VoIP?What VoIP?

•Should you replace all legacy systems with VoIP?•Can you continue to leverage VoIP to extend the life of your existing system?

•If so, how will that solution allow you to expand easily and cost effectively.

•Can the VoIP platform start small and easily grow to meet my longer term needs?

•If so how and at what cost?

•How can you utilize a “best-of-breed” approach to the solution including 3rd party devices?

•What choices do you have for: phones, call processing, voicemail, etc. from different providers?

January 23-26, 2007• Ft. Lauderdale, Florida21

Which Vendor(s) Can Best Meet Your Needs?Who VoIP?Who VoIP?

•What is their core business / competency?•Experienced with Voice or Data Applications?•Experienced with Legacy voice, or VoIP?

•Open solutions vs Closed solutions?•Implications on longer term Total Cost of Ownership!

•Multi-Vendor Components vs Single Vendor Components?

•Avoid being locked into a single source solution!

•Software Application focused vs Hardware / Network focused?

•Leverage the IT services deployment model.•Separation of applications from the underlying connectivity.

January 23-26, 2007• Ft. Lauderdale, Florida22

IP PBX Deployment Scenarios

Technology EvaluationTechnology Evaluation Proactive IntroductionProactive Introduction Full Scale AdoptionFull Scale AdoptionExploratoryExploratory Cap and GrowCap and Grow GreenfieldGreenfield

•Proactive evaluation of the technology and capabilities.

•Limited reach within the organization initially.

•Controlled roll out.•Minimize capital expenditures.

•Cap investments in legacy solutions.

•Selective introduce capabilities to targeted users.

•Solve practical business needs.

•Understand the larger picture and potential.

•Lowest Risk•Ensures readiness for the

future•May represent throw away

investment

•Balanced Approach•Manages obsolescence

effectively•Does not realize full benefits

•Expansion may be a challenge

•Full benefits are realized•Best ROI

•Greatest change•Greatest Risk

•Deploy IP at all new locations.

•Replace legacy systems.

•Mandate use of enhanced services.

•Actively pursue productivity advantages.

January 23-26, 2007• Ft. Lauderdale, Florida23

Exploratory Roll Out

System Consideration Phase 1 Phase 2 Phase 3 Tie in Legacy PBX

Tie in Legacy Voice Services (Voice mail, ACD, Call recorder)

Analog Phones and Media Gateways

IP Phones

Wireless Phones

PDA’s and Handhelds

Soft Phones

Multi-media desktop (voice, video, Text Messaging

Unified Messaging

Personal Call Management

Location 1

Location 2

Location n

Call Center

• Tie in legacy voice systems.

• Gain experience with both analog and IP devices

• Limit exposure to a small user base

• Position for a controlled roll out.

January 23-26, 2007• Ft. Lauderdale, Florida24

Cap and Grow

System Consideration Phase 1 Phase 2 Phase 3 Tie in Legacy PBX

Tie in Legacy Voice Services (Voice mail, ACD, Call recorder)

Analog Phones and Media Gateways

IP Phones

Wireless Phones

PDA’s and Handhelds

Soft Phones

Multi-media desktop (voice, video, Text Messaging

Unified Messaging

Personal Call Management

Location 1

Location 2

Location n

Call Center

• Tie in legacy voice systems.

• Cap investment in legacy systems.

• All expansion based on VoIP.

• Selectively migrate users from the legacy system to VoIP.

• Increasingly adopt enhanced IP features.

January 23-26, 2007• Ft. Lauderdale, Florida25

Full Scale Adoption

System Consideration Phase 1 Phase 2 Phase 3 Tie in Legacy PBX

Tie in Legacy Voice Services (Voice mail, ACD, Call recorder)

Analog Phones and Media Gateways

IP Phones

Wireless Phones

PDA’s and Handhelds

Soft Phones

Multi-media desktop (voice, video, Text Messaging

Unified Messaging

Personal Call Management

Location 1

Location 2

Location n

Call Center

• Aggressively pursue the adoption of VoIP.

• Replace legacy solutions as quickly as possible.

• Utilize enhanced features and capabilities.

January 23-26, 2007• Ft. Lauderdale, Florida26

Planning & Deployment(DDOSC)

Discovery Review Design OrderReview

Adopt a Methodology for Adopt a Methodology for Planning Your Solution Planning Your Solution for Today, Tomorrow, for Today, Tomorrow,

and Next Year.and Next Year.

Comprehensive Planning

ReviewStage CutoverReview

January 23-26, 2007• Ft. Lauderdale, Florida27

Summary

• Start NOW, even if modestly. The sooner you gain exposure and experience the better. Do not let your organization be caught by surprise.

• Try to anticipate the future. Make sure the solution fits your needs not only today, but tomorrow as well.

– How can advanced communications options be leveraged?– How does your chosen platform get you there?

• Hardware Upgrades vs Software Upgrades.

• Understand your migration path. Avoid forklift upgrades when you expand.

– How does your chosen platform carry your forward?– Not all solutions from a single vendor (small, medium, large), have

feature transparency. (Phone features, management features, etc.)

Don’t Just Change the Wire, Change the Game!

January 23-26, 2007• Ft. Lauderdale, Florida28

“The future ain’t what it used to be”

Yogi Berra

Patrick W. HenkleDirector of Product ManagementSphere Communications