Unify² Power View 3.0 For Microsoft Lync Server 2010

Strategy
Architecture
Solutions

A Comprehensive Reporting/
Billing Solution for Lync/OCS
© 2011 Unify Square, Inc. All rights reserved. © 2011 Unify Square, Inc. All rights reserved.

Agenda
 Unify2 Overview
 Customer Billing/Reporting Requirements
 PowerView Overview
 Architectural Overview
 Sample Reports
 Demonstration
 Roadmap/Release Plans
 Q&A

2
© 2011 Unify Square, Inc. All rights reserved.

Unify2 Services Span Every Phase of UC Adoption

Business Cisco & OCS Architecture Deployment Training Business
Case • Mixed Cisco/OCS & Planning & • OCS & Voice Process
• Business Case Deployments • Global Operations Training Integration
for OCS & Voice • Migration from Architecture • UC Voice Ignite
• OCS, Voice, and • Identifying
• TCO Cisco Design (OCS, re-deliveries
Exchange Transformation
• ROI • Cisco Voice, deployment • Enterprises & al
Interoperability Exchange) Partners Opportunities
• Cisco • Operational
Lab • OCS • Custom training
comparison processes for • Prototyping
• Architectural Architecture: large • Building &
Design Pools, Edge, deployments Deploying
• Cisco-OCS Policy
• Voice Quality Business
Workshops, ADS, • Global Voice Process
• Deep
and Assessments Architecture: Solutions
troubleshooting
PBX
connectivity, SIP • OCS Extensions
Trunking,
Gateways
• Exchange
Architecture
Design

3


Customer Reporting Needs
 Describe the status of your current Lync/OCS rollout.
 What is your current reporting solution?
 What are your high level reporting requirements?
 Do you have a requirement for billing/chargebacks or
ROI/Cost Savings reports?

4


PowerView: A Comprehensive Reporting/
Billing Solution for Lync/OCS
Track Lync/OCS Usage Across Entire Enterprise
Drive Lync Track Adoption of Lync Workloads and Features
Usage Track deployment by Geography or Organization Structure

Track Device & Client usage, by geography or organization
Optimize Lync User Client Usage and Configured Users reports (send emails)
Operations Manage Agents and track Response Group Call Patterns
Track Migration from OCS to Lync Clients

Estimate cost savings for Lync/OCS web & dial-in conferencing
Track Lync Estimate cost savings due to reduced travel and lost time
ROI Compare usage trends by organization and regions
Track trends over time

Simplify Lync Flexible Carrier Billing Model for tracking PSTN charges
Billing/ Detailed Billing Reports per Department and User
Chargebacks Flexible PSTN Billing by Gateway/Location and Dialed Region
Identify top “N” Users by Call Patterns by Region, Department

PowerView: A Data Warehouse for
Lync/OCS Reporting
 Aggregates Data across Lync/OCS versions and pools
 Simultaneous reporting for Lync 2010 and OCS 2007 R2

 Aggregates Data from Multiple Sources
 Enterprise & User Data from Active Directory or other sources
 Imports Service Provider’s Rate Tables for Billing
 Enterprise configuration data for cost savings and billing

 Optimized for Business Reporting and Business Intelligence
 Augments Lync’s raw CDR transactional data
 Correlates data with enterprise organizational and geographical topologies Simplistic
view optimized for business reporting

 Scalable and Extensible
 Query historical data spanning months or years of deployment (spanning releases)
 Leverage data warehouse business views for custom reporting or analysis
6

PowerView 3.0 Architecture
PowerView Components
Active
Directory

PowerView
Custom Data Administrators
Sources PowerView PowerView PowerView
Data Data Reporting
Importer Organizer Services

PowerView
Users
SP Billing Tables
& Configuration
Data SQL Server 2008
Enterprise Pool A Report Builder 2.0
Visual Studio :
PowerView Business Intelligence
Data Warehouse Development Studio PowerView
Authors
OCS 2007 R2
CDR DB(s)

Enterprise Pool B

SQL Server 2008 Reporting Services
SQL Server 2008 Integration Services
Lync 2010
CDR DB(s)


PowerView’s Organizational and
Geographical Classification Hierarchies
 PowerView is customized to map organizational structure from Active Directory
or other sources to PowerView’s data warehouse
 Enables enterprises to view reports based on their unique business structures
 Leverage via report filters (2 levels of geography classification hierarchy is shown)

• Leverage in drilldowns (3 levels of organization and 4 levels of geography
classification hierarchies are shown)

8

PowerView Report Viewer
 Easy access to reports via web-based Report Viewer
 Additional functionality available through Report Manager Interface

9

User Trend Report
Drive Lync
Usage

 Monitor deployment
effectiveness
 Track adoption of Lync over
time
 Distinguish between
enabled and active users
for Voice and IM
 Builds history of
deployment by aggregating
AD and CDR data
 Filter by Organization or
Geography
 Geography to be
customized to customers
geographical breakdown
(e.g. Region, Country, State,
Building)
10

Usage Trends by Modality
Drive Lync
Usage

 Helps compare the effectiveness
of the deployment across the
enterprise
 Determine the ACTUAL vs.
documented user model
 Right-size your network
investments
 May reduce server/
infrastructure requirements
 Filter by organization or
geography to discover best
practices and opportunities for
improvement
 Identify where video is effective
 Identify high voice usage
locations
 Identify high application-sharing
organizations

11

Voice Call Trends
Drive Lync
Usage

 Call trends for both inbound and
outbound PSTN calls
 Track the increase in remote
workers over time
 Informs of possible reduction of
office space requirements
 Increase in remote usage may
indicate more communication
across the teams during non-
standard business hours
 Track increase in federation
communications over time
 Suggests decrease in other
communication investments over
time
 Increases may indicate
improvements in partner
relationship effectiveness

12

Optimize

Lync Adoption Report Lync/OCS
Operations

 Track movement from
OCS to Lync clients for
Lync 2010 rollout
 Filter by Geography
and Organization to
view how the rollout is
going across various
groups/locations
 View by Day, Week,
Month or Quarter to
enable detailed
tracking

13

Optimize

UC Call Breakdown by Client Lync/OCS
Operations

 Determine client softphone
and IP phone usage
 Optimize/reduce actual
device investment based on
actual usage patterns
 Significant cost savings by:
 Avoiding purchasing of IP
Phones for some users
 Redeploying infrequently-
used IP phones

14

Optimize

Response Group Trend Reports Lync/OCS
Operations

 Track adoption of usage of
response groups
 Track call volume
 Align response group resourcing
based on call volume
 Leverage for managing response
group resources
 Filter by response group
• Select 1 or more response
groups and view call volume

15

Conferencing Cost Savings Trends Track Lync
ROI

 Track cost savings by
leveraging Lync/OCS
conferencing based on:
 A participant-minute savings
rate over legacy conferencing
 Reduced travel costs due to
replacing in-person meetings
 Opportunity cost savings due
to reduced travel
 Model fully configurable
 View monthly savings and
running total

16

Simplify Lync
Flexible Billing/Chargeback Billing/
Chargebacks
Model
 Implement a billing/chargeback model appropriate to your specific needs
 PowerView 2.0 supports 3 billing models (flat-fee, usage-based and carrier
billing)
 Flat-Fee: Per User/Per Month Charge

17

Simplify Lync
Flexible Billing/Chargeback Model Billing/
Chargebacks

billing)
 Usage-Based: Based on the modalities used

18

Simplify Lync
Billing/
Flexible Billing/Chargeback Model Chargebacks

billing)
 Based on the dialed number and the carrier rate table assigned to the gateway

19

Simplify Lync
Billing Summary by Geography or Billing/
Chargebacks
Organization
 Drilldown on your enterprises organization structure (up to 4 levels)
 Navigate Organization Summary report or User Summary report

20

Simplify Lync
Billing Summary by Geography or Billing/
Chargebacks
Organization
 Drilldown on your enterprise’s geography structure (up to 4 levels)
 Navigate Organization User Summary report

21

User Summary Report
Simplify Lync
Billing/
Chargebacks

 Displays:
 User info from AD
 User configuration
 Billing summary
 P2P call List
 Conference call list
 Access from:
 Billing Drilldowns
 Any SIP/TEL URI
 PowerView Home
 Filters for:
 SIP/TEL URI
 To Number Patterns
 PSTN/GW calls
 Conference role(s)
 Date range

22

Simplify Lync

User Summary Report (cont.) Billing/
Chargebacks

 Displays tables for P2P and Conference Calls
 Various Sorting and Filtering options
 Navigate to:
 Call Detail Reports for individual P2P and conference calls
 Other User Reports
 Carrier billing rates for the individual P2P calls
 P2P Call Summary shown below (actual dialed numbers are masked):

23

Simplify Lync
Sample PowerView Carrier Billing/
Chargebacks

Billing Table
 Carrier billing based on
called number and call
duration
 E.g. A call to
+355680124567 is a call to a
mobile phone in Albania
(country code 35) and is
billed at $0.2296 per minute
 Rates can be customized for
other currencies

24

Top User Reports enable browsing Simplify Lync
Billing/
for optimal or against-policy use Chargebacks

 Look for top users based on calling patterns, use, etc.
 Filter by department, geography, dialed number, pool, etc.

25

PowerView Reporting PowerView
Reporting &

Management Features
Management
Features

 Export reports to variable formats
 Word, PDF, XML, Comma Separated File,
MHTML, etc.
 Publish reports to a Web Page, SharePoint, or
a file directory
 Flexible Report Subscriptions
 Set report parameters for individual needs
and deliver reports via email or publish to a
directory
 Schedule reports to be run at particular
times
 Automatically create reports and cache them
for fast retrieval
 Build custom reports using Report Builder
26

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Contact information
Carlynn Bock,
Director of Sales,
Unify2, Inc.
+1 (425) 865-0710
carlynn@unifysquare.com

Duncan Blake
Voice Architect
Unify², Inc.
+1 (425) 865-0707
dblake@unifysquare.com

www.unifysquare.com
28

Strategy
Architecture
Deployment
Products

Microsoft, Office Communications Server and other product names are or may be registered trademarks and/or trademarks of other companies.

30

Travel Cost Savings

• Summary report for total savings
– Filter by organization, geography, etc.

31

Response Group: Call Distribution

32

Resp Group: Call Outcome Distribution
• Track how calls are answered (or answered) by response
group or time period

33

Response Group Calls by Hour
• Track the time of day calls come in (over time)

34

Response Group: Calls by Agent
• Track performance of individual agents

35

Unify² Power View 3.0 For Microsoft Lync Server 2010

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