Unified Communications (UCaaS) Unified Communications as a Service (UCaaS) is a managed PBX environment in the cloud that provides phone services to end users. It replaces on-prem PBXs as well as SIP, PRIs, and POTS lines. Required InfoWhy are you considering a new UCaaS solution?* I have a legacy PBX that is out of warranty I have experienced a recent outage and want a more reliable solution I have a service contract expiring soon and want to explore my options I am paying too much for my current solution I am not satisfied with the quality of technical support I receive I have outgrown my current system and need something that scales I no longer want to be responsible for managing my telephony environment I have too many disparate systems and want to consolidate to a cloud-based solution Other Current PBX (check all that apply) Avaya Cisco Mitel NEC Panasonic Toshiba UCaaS Other What UCaaS or Other PBX system are you looking to replace?What UCaaS or Other PBX system are you looking to replace?Are you interested in remaining on the same PBX platform? Yes, move to hosted solution on the same platform No, looking for a new, hosted PBX platform No preference Do you want to reuse your existing handsets? Yes, preferred No preference No, replace them Current Handset Make(s) Avaya Cisco Mitel Poly Yealink Other Current Handset Models# Physical Desk PhonesTotal # UCaaS seats*Do you have any remote or Work at Home (WAH) employees? Yes No If Yes, how many?If Yes, are they (check all that apply): Work at Home Small Remote Office Mobile/Field Workers Other How do you support their telephony needs? They have DIDs through the current phone system They are provided corporate landlines (not part of PBX) They are provided corporate mobile phones They supply their own dial tone Compliance Standards Required HIPAA HITRUST PCI FedRAMP GDPR Other If applicable, what are you doing to maintain compliance today?Contact CenterAre you interested in a new Contact Center solution? Yes No Current Contact Center Solution# Agents# SupervisorsType of Contact Center Inbound only Outbound Campaign Dialer Only Inbound & Outbound Campaign Dialer Required Outbound Dialer None (Manual) Preview Progressive Predictive Not Sure Yet Desired Channels of Communication Voice Web Chat Email SMS Social Media Social Media Platforms Whatsapp Facebook Twitter Instagram Apple Business Chat Other Required Contact Center Features Interactive Voice Response (IVR) Skills-Based Routing Call Recording Workforce Management Quality Monitoring Queue Callback Dashboards & Analytics Other Application IntegrationsDo you require integration with an existing productivity solution? Microsoft/Office 365 (Outlook) Microsoft Teams Slack Cisco Webex/Webex Teams Google G Suite Other Do you plan to use Microsoft Teams to make phone calls? Yes No Which MSFT/Office 365 licenses do you have today?Please describe the features/functionality you seek from this integrationDo you have a CRM, ticketing system, ERP, etc.? Yes No, but I'm looking into one No, but I would like to bundle it in No, I don't need one Do you want to integrate your new UC/CC solution with these line of business (LOB) applications? Yes No Not sure Existing/Desired LOB application Salesforce Zendesk Microsoft Dynamics SugarCRM NetSuite ServiceNow Bullhorn Zoho Other Please describe the desired integration between the UC/CC solution and the LOB app selected above.LocationsOPTIONAL - Feel free to include an attachment listing your sites and number of users at each.Please list domestic sites and number of users at each.Do you have international sites? Yes No Which regions will require voice services? North America Latin America Europe, Middle East, Africa Asia Pacific Please list international sites (by country) and number of users at each.Do any of your international sites require a local DID? Yes, for inbound AND outbound calling. Yes, for inbound calling only. No, not needed. Please list inbound-only international sitesPlease list inbound-only international sitesNetworkCurrent WAN Setup MPLS SD-WAN Internet - Ethernet Internet - TDM Internet - Broadband Other Current MPLS ProviderCurrent SD-WAN SolutionHow do you plan to connect to UCaaS? MPLS Dedicated voice circuit (no data) SD-WAN Over-the-top Internet Not sure yet Other Are you interested in replacing or augmenting your existing network? Yes, replace with new MPLS Yes, replace with new Internet Yes, replace with SD-WAN Yes, add SD-WAN to existing network Yes, add backup circuits No, keep network the same Would you like to bundle services from the UCaaS provider? Yes, circuits Yes, SD-WAN No Other Helpful Info# Common Area seats e.g. Break room, kitchen?# Receptionist seats?# Conference Room seatsFeature Requirements# UsersVoicemail to EmailVoicemail TranscriptionIM/Presence Call RecordingMobile App Softphone SMS/Text Audio Conferencing Web Conferencing Video Conferencing eFax Max Participants per Conference# ParticipantsAudio Conferencing Web Conferencing Video Conferencing Where are you in the UCaaS evaluation process? Still learning about UCaaS Already looking at UCaaS providers Already testing POCs (proof of concepts) Other Which UCaaS providers have you looked at so far?Budget ($/user/month)What is your expected "Go Live" date for this project?*Are you willing to pay extra for onsite phone implementation? Yes, I am willing to pay extra for onsite implementation No, I am comfortable working with the supplier's remote support and installing the handsets ourselves Are you willing to pay extra for onsite training? Yes, I am willing to pay extra for onsite training No, I am comfortable with remote training Please describe any other requirements from the supplier regarding implementation and post-install support.Are you also interested in implementing a Virtual Desktop/Desktop as a Service (DaaS) solution at this time? Yes No Not sure - would like to know more What is the goal of this project?*What happens if you remain on the technology in place today?AdministrationFirst Name (Client)*Last Name*TitleEmail Address* Phone NumberHQ Address* Street Address Address Line 2 Address Line 2 City City Country USA Canada UK State AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State Postal Code ZIP Code Province/Territory AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland & LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon Province Postal Code Postal Code Postal Code ZIP / Postal Code Techchieva Trusted Advisor / Account ManagerTA/AM Email Address TA/AM Phone Number
