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AT&T Newsletter
Issue 1




              Developing a Road Map for
              Unified Communications
              A stepwise approach to making your UC journey well
              worth the trip




                      Introduction              Today, that environment is             UC Strategic Planning, along with
                  Welcome to                    characterized by multiple,             research from leading analyst
                  our first issue               disjointed communication and           firm Gartner, Inc. As you will
                  of the quarterly              collaboration solutions and            see, our strategy aligns closely
                  AT&T Unified                  platform providers vying for           with Gartner recommendations
                  Communications                control over your UC destiny.          for approaching UC from both
                  Newsletter. The               The goal of this first issue is        technology- and project-oriented
                  goal of each                  to help you rise above the             viewpoints.
 issue will be to guide your                    fray, chart your own course
 Unified Communications (UC)                    and move forward in a way              I hope you enjoy this newsletter,
 journey: From developing a                     that makes sense for your              along with your complimentary
 vision, road map and business                  organization.                          Gartner Report, “Focus on
 case to provisioning, managing,                                                       UC Projects, Not on UC
 adopting and expanding UC                      At AT&T, we recommend a well-          Technology.” Watch for the next
 to a user population resistant                 planned, stepwise UC strategy          AT&T Unified Communications
 to change and a technology                     and road map to help maximize          Newsletter in June, to learn
 environment increasing in                      the value of your current and          more tips about supporting your
 complexity.                                    future investments. Inside, you’ll     journey to UC.
                                                find our Eight-Step Approach for


                                                                                       David Mingo
                                                                                       David Mingo, VP, AT&T Consulting




     “When considering UC, do not focus solely on the technology. Instead, map user requirements to
     technologies, then fit the technology requirements to projects.”1
     1
         (Source: Gartner: “Focus on UC Projects, Not on UC Technology.” Bern Elliot, Jay Lassman, May 2010.)

     See your complimentary copy of this Gartner Report within this newsletter.



                                                                                                     Featuring research from


AT&T Newsletter - Issue 1, 2011
Understanding the opportunities
    Today, UC means different things                                         Strategy to UC Transformation
    to different people. When you          UC can provide almost             was designed to make your UC
    bring multiple communication           anytime, anywhere                 journey a smoother one as you
    and collaboration tools                communication and                 face the challenges below:
    together behind a single user          collaboration to inspire your
    interface, it means increasing         organization in ways you          User adoption
    personal productivity. When            never thought possible.           In the triangle of people, processes
    you add advanced capabilities                                            and technology, it is the “people”
    like mobility and presence, it       The best reason to move             aspect of UC adoption that may
    means instant and anywhere           forward with your UC plan           be the most trying. Although UC
    connections with colleagues,         now may be a competitive            provides easier and faster ways
    customers and partners.              one, as communication and           to communicate and collaborate,
                                         collaboration platform providers    people are generally hesitant to
    But when you integrate those tools   have integrated UC components       change – even for the better. The
    with critical business processes     into their solutions already.       key is to involve them in your UC
    and applications, UC takes on a      Without a plan in place to take     transition early and often.
    whole new meaning and value.         advantage of these capabilities,
    It becomes a powerful way to         you risk being behind the UC
    accelerate cycle times across your                                         Expanding your focus beyond
                                         adoption curve and having             technology can be critical
    company for a positive impact on     your competitors leave you in
    your bottom line.                                                          to winning support from
                                         the dust. Further, to a younger       business groups.
                                         generation who are texting
    For example, Communication           and tweeting their way into
    Enabled Business Processes           corporate life, UC is a given and   Start by developing a well-
    (CEBP) can integrate order           key to attracting and retaining     defined vision and strategy, so
    processing applications with         the best and brightest talent.      you can communicate it clearly
    presence information to quickly                                          to organizational and technology
    locate a sales contact on the        Overcoming challenges               stakeholders. Use interactive
    road for questions about an          There are inevitable bumps in       working sessions and interviews
    order – greatly reducing lag time    the road for any company-wide       to gain a full understanding of
    between order and revenue. This      implementation. Our Eight-Step      the organizational, technical and
    can be the ultimate payback for                                          functional requirements.
    UC investments and an excellent
    proof point for UC adoption.                                             Engage stakeholders in developing
                                                                             use cases – specific scenarios
                                                                             where UC can tackle targeted
                                                                             organizational problems for a
                                                                             defined set of users, from executives
                                                                             to knowledge workers and remote
                                                                             users. They can also help identify
                                                                             priority needs and projects and spot
                                                                             ‘quick win’ opportunities for a faster
                                                                             proof of concept.

                                                                             This top-down approach can
                                                                             greatly ease user adoption,
                                                                             especially as you embed UC
                                                                             capabilities into key business
                                                                             processes to speed execution.
                                                                             Users that “buy into” UC
                                                                             advantages are far more likely to
                                                                             support CEBP, which will drastically
                                                                             change the way they work.



2                                                                                 AT&T Newsletter - Issue 1, 2011
competition between platform            almost anytime, anywhere and
    An Eight-Step Approach for         providers, they are less incented       on any device. That can be a tall
    UC Strategic Planning              to provide the high level               order for the disjointed mix of UC
                                       of interoperability between             technologies typically found in
    •	 Define a guiding vision for     solutions that UC requires.             most organizations today.
       UC
                                       In addition to multiple changing          With system integration
    •	 Identify & document             platforms and standards, there            expertise and a vendor-
       organizational, technical and   are multiple user interfaces              agnostic approach, you can
       functional requirements         and integration points to                 consider AT&T the ‘glue’ in
                                       contend with. The technical               your multi-vendor UC solution.
    •	 Evaluate current voice and      challenges escalate as you
       data environments               begin to introduce advanced UC
                                       capabilities, such as integrating
    •	 Identify & develop viable       an IM buddy list with a web-              Focus on Mobile UC
       solution alternatives           based CRM application, such               Mobility planning should
                                       as salesforce.com, or giving call         be an essential component
    •	 Evaluate alignment              center agents the capability to           of any UC integration
       between chosen solution         search for service technicians by         strategy. As you mobilize
       capabilities & requirements     skill set.                                UC capabilities, business
                                                                                 applications and processes,
    •	 Develop a step-wise             Your entire network must                  mobile users will demand full
       transformation road map,        be prepared to manage UC                  functionality on their chosen
       based on solution chosen        applications. Text-based IM and           mobile devices and smooth
                                       presence applications aren’t              transitions between diverse
    •	 Perform financial analysis      very demanding on the network,            mobile carrier networks.
       & develop a business case       but desktop video conferencing
                                       consumes network resources and            Other opportunities will
    •	 Plan for continuous service     requires a higher quality of service.     emerge for combining
       improvement                                                               IP-based voice services
                                       So, it’s not just about IP                with messaging and
                                       telephony anymore. It’s                   collaboration services
   Technology barriers                 about process engineering,                to deliver innovative
   Organizations today have a          convergence, application                  capabilities, like a single
   hybrid mix of communication         development and integration               phone number for
   and collaboration solutions         – all wrapped into a single,              employees across fixed and
   and vendors. With fierce            simplified experience delivered           mobile environments.

                                                                                 Your mobile UC plan can
                                                                                 also ready you for a shifting
                                                                                 paradigm: Mobile devices
                                                                                 are replacing fixed lines, and
                                                                                 even PCs, as the primary
                                                                                 means for communications
                                                                                 – even in the office.

                                                                                 According to a Gartner report,
                                                                                 by year-end 2013, 40% of
                                                                                 enterprise knowledge workers
                                                                                 will have abandoned or
                                                                                 removed their desk phones..2
                                                                                 2
                                                                                  (Source: Gartner: “Developments in
                                                                                 UC Mean It’s Time to Update Your
                                                                                 Telephony Road Map.” G00168284.
                                                                                 Steve Blood, June 2009.)




AT&T Newsletter - Issue 1, 2011                                                                                        3
That’s why you need to make a         schedules and milestones from          reduce the need for capital
    careful evaluation of your current    the start to set expectations.         equipment expenses to support
    voice and data environments.                                                 UC, they take the financial
    Take an organization-wide             Road maps don’t have to be             burden of application upkeep and
    inventory to identify the mix         based on timelines. If your            upgrades off your plate, so you
    of communications products,           requirements-gathering sessions        can invest the savings in rolling
    vendors, contracts and services in    revealed a critical problem UC         out UC capabilities to more users.
    place to spot potential issues and    can solve, focus on this “low-
    develop a baseline for where you      hanging fruit” first. You’ll win the   Staying ahead of the curve
    are and where your road map           confidence of stakeholders and         The same resources you tapped
    needs to take you.                    have a solid business case to          into during the strategy and
                                          present to management as part          requirements-gathering process
    Assess your technology                of your cost/benefit analysis.         will be key to adopting new UC
    landscape through a vendor-                                                  capabilities in the future. Form
    agnostic lens to identify which       Incremental UC rollouts in             a technical steering committee
    solutions to bring under the          targeted areas – rather than           – comprised of cross-functional
    UC umbrella. Narrow your              full-blown UC deployments              stakeholders and line-of-business
    alternatives to strategic solutions   – are not only less disruptive,        managers responsible for
    with capabilities that directly       they’re easier to cost justify. For    specific UC component services
    align with your defined vision        example, implementing a web            – to plan for continuous service
    and the technical, functional         conferencing or telepresence           improvement.
    and organizational requirements       solution in an organizational
    gathered from stakeholders. This      unit with skyrocketing travel
    critical step will have a profound    costs helps you establish a tight        Any new UC capability should
    impact on their acceptance            linkage between the proposed             pass the stakeholder litmus
    and success of your UC                funding, dollars spent, and the          test first.
    transformation.                       benefits gained.
                                                                                 Working together, they should
    Moving forward                        As part of your financial              evaluate service delivery on an
                                          analysis, review provisioning          on-going basis and determine
    Mapping and justifying your           alternatives, including hosted         which new services can add the
    path                                  and managed services. Cloud-           most value to the organization
    A technology road map is your         based provisioning, or Unified         and how they can be rolled
    documented UC transformation          Communications as a Service            out most cost-effectively. Keep
    plan – a phased approach to           (UCaaS) offerings, not only            your finger on the pulse of the
    reaching immediate, short-                                                   user community with surveys
    term and long-term goals                                                     that measure UC adoption and
    with your chosen                                                             satisfaction. Provide self-service
    technology solutions.                                                        web tools for service requests
    It can help you set                                                          or more information about UC
    realistic                                                                    capabilities and benefits. To track
                                                                                 and determine the success of
                                                                                 your UC transformation, establish
                                                                                 and report on key performance
                                                                                 indicators, which should reflect
                                                                                 and be tightly integrated with
                                                                                 your strategy and organizational
                                                                                 requirements.




4                                                                                    AT&T Newsletter - Issue 1, 2011
Next steps                         •	 A full range of UC services        •	 A mobile-centric design
  Whether you want to boost             from strategic planning and           to deliver full functionality
  productivity, mobilize UC             design to deployment and              across diverse mobile devices,
  solutions or merge UC                 management, including on-             platforms and networks
  capabilities into the processes       premise, hosted and managed
  and applications that drive your      services and cloud-based           •	 A rich range of communication
  organization, now is the time to      UCaaS                                 capabilities, backed by the
  put your plans into motion.                                                 world’s most robust IP network
                                     •	 A single point of responsibility      and a 100-year history of
  With a depth and breadth of           for a multi-vendor UC                 delivering high-quality voice
  UC solutions and expertise,           solution, customized to fit           services
  backed by multi-vendor                your needs
  system integration capabilities,                                         Contact your AT&T account
  we believe AT&T is uniquely        •	 A hybrid architecture              representative or visit AT&T
  positioned to guide your UC           approach to help protect           Unified Communications
  journey as you change your            investments in existing            Consulting to find out more about
  organization in ways you never        technologies and platforms         how UC can help change your
  thought possible. AT&T can            that can integrate with UC         organization.
  provide:
                                                                           Source: AT&T




AT&T Newsletter - Issue 1, 2011                                                                                5
Complimentary Analysis from Gartner
    Focus on UC Projects, Not on UC Technology
    Technology-focused unified           ANALYSIS                            left column (“Technology Area”)
    communications (UC) approaches       Enterprise managers and planners    defines six major broad technology
    are effective for working with       often start with a technology-      areas that underlie UC. These
    internal IT groups and with          focused view of UC planning. A      areas – voice, conferencing,
    vendors. However, using a            technology-focused perspective      instant messaging (IM)/presence,
    project-focused view will clarify    of UC is required because it        messaging, clients and application
    UC plans, capabilities and           assists in understanding the        integration (communications-
    road maps when working with          platforms and systems that will     enabled business process [CEBP])
    business groups.                     potentially be purchased and        – are readily mapped to the servers
                                         managed. However, technology-       and applications that underlie a
    Key Findings                         focused views do not enable         technology-focused perspective.
    •	 While a technology-oriented       enterprises to understand how       Column 2 (“UC Projects”) defines
       view of UC provides a good        the communication technology        the UC projects that Gartner
       understanding of IT server,       will actually be used and applied   frequently encounters at client sites,
       application and vendor issues,    by users. A project-focused         and illustrates the project-focused
       it doesn’t reflect how the rest   perspective, on the other           view. The column labeled “Risk”
       of the enterprise is likely to    hand, provides a useful way of      defines the degree of risk that
       think about their requirements.   understanding how technology        Gartner associates with this type of
    •	 Adopting a project-orientated     relates to specific capabilities    project. Risks can come in the form
       view will match UC requirements   and user benefits. Additionally,    of cost, complexity and disruption
       with solutions, and is an         most organizations use a project    to users. A high-risk project is,
       approach that users will          approach for transforming           relatively speaking, more expensive,
       understand.                       technology investments into         more complex to plan and deploy,
    •	 A project-oriented view           specific deliverables.              and more disruptive to users than
       often translates more readily                                         a medium- or low-risk project. The
       into UC deployment and            Figure 1 provides an overview       last column (“Comments on Project
       migration plans.                  of the major UC projects that       Risk”) provides a brief statement of
                                         Gartner sees at client sites        important points to keep in mind
    Recommendations                      in each technology area. The        when considering a UC project.
    •	 When considering UC, do
       not focus solely on the           Figure 1. UC Project View
       technology. Instead, map user
       requirements to technologies,
       then fit the technology
       requirements to projects.
    •	 When speaking with
       vendors and during internal
       IT discussions, often a
       technology-oriented view
       of UC is most effective.
       Conversely, when speaking
       with company business groups
       or end users, a project view of
       UC is often more effective.
    •	 When developing a UC
       business case and road
       map, use both project and
       technology views.

                                           Source: Gartner (May 2010)




6                                                                                AT&T Newsletter - Issue 1, 2011
Overview and
  Business Value
  of Each Type of
  Project
  Voice
  Internet Protocol
  (IP)-PBX migration
  projects involve a
  major migration
  or replacement of
  one or more PBX
  or IP-PBX devices.
  These projects are
  of high risk, because
  they typically are
  expensive to purchase,
  complex to configure
  and deploy, and can be
  disruptive organizationally and
  technically. They may require
  major changes or consolidation         Fixed-mobile integration projects      number cause multiple devices
  in strategic vendor and in             allow fixed voice and telephony        to ring. These other devices
  technology orientation. Often,         functions to be integrated with        might include the user’s
  these projects involve a gradual       mobile and nomadic capabilities,       desk phone, laptop soft-
  migration of sites, which              and encompass a range of               client phone, mobile phone
  can reduce the risk. In some           approaches. The general goal           and home-office phone. This
  cases, these projects couple           of these projects is to offer          service can be augmented
  a traditional IP-PBX migration         users more mobility and strong         with integration with other
  with trials and evaluations of a       integration with fixed telephony       communication functions like
  non-IP-PBX software telephony          functionality. There are multiple      presence and location services.
  approach. In terms of UC, these        types of solutions:                    The business case for these
  projects often have a hard cost        •	 One solution area is in-            is based on productivity while
  justified in terms of infrastructure      building options, which             traveling or moving around a
  consolidation, reduced licensing          include a seamless handoff          campus facility, reduced cost of
  costs, tariff bypass and reduced          of dual-band mobile devices         distance charges and reduced
  cost of Session Initiation Protocol       between private wireless            missed calls.
  (SIP) trunks. Softer business cases       networks and a public
  are often based on more-flexible          wireless network, as well as      Software VoIP evaluation projects
  remote user access and better             in-building wireless voice, via   entail evaluating alternatives to
  collaboration due to integration          Digital Enhanced Cordless         traditional communications and
  of team members via presence              Telecommunications (DECT)         telephony. Examples are:
  and other communication                   or voice over Wi-Fi (VoWi-Fi).    •	 Evaluations of the voice
  functions. These types of projects     •	 An attractive second option          capabilities of Microsoft Office
  require that the network be               for many firms is softphones         Communications Server (OCS).
  capable of supporting voice over          that integrate with the           •	 An evaluation of Skype
  IP (VoIP) functions like quality          PBX; thus, users can access          integrated with an IP-PBX or
  of service (QoS) and Power                PBX functionality from any           a Wi-Fi voice client integrated
  over Ethernet (PoE). As a result,         location offering broadband –        with a mobile smartphone.
  planners should undertake                 e.g., hotels, airports and home   •	 The integration of new models
  an enterprise network VoIP                offices.                             for SIP address management,
  readiness evaluation or network        •	 A third option offers find-          as offered by Cisco’s IMC.
  audit early in their project              me services, also known
  planning process to check that            as single-number services.
  switches and routers are voice-           Calls to the user’s primary
  and video-capable.



AT&T Newsletter - Issue 1, 2011                                                                                     7
•	 Use of service-based              Video migration projects involve     travel reduction, improved
       UC and voice offerings,           enhancing the video capabilities     communications between groups
       sometimes known as unified        available in an enterprise. These    and individuals, better work-at-
       communications as a service       encompass a wide range of            home capabilities, and stronger
       (UCaaS), which is becoming        technology options and address       cohesion within the enterprise.
       increasingly common. Leading      very different user requirements.    Combining video
       service providers such as         Video spans different types of       with other UC functions can
       Google and AT&T offer these.      quality, from lower-end Webcam,      increase the potential reach of
                                         to standard definition (SD), high    these meetings.
    In some cases, evaluations           definition (HD) and telepresence
    of alternative approaches are        (TP). They may be focused on         IM/Presence
    combined with IP-PBX migration       groups of individual participants,   IM and presence deployment
    projects. While the technical        or on meeting-room solutions         projects typically start with
    risk of these evaluations can be     where two or more groups             evaluations and trials, and, if
    low, they may pose challenges        are meeting via video. This          successful, extend to broader
    to existing organizational           wide range of technology and         availability throughout the
    responsibilities, which, in turn,    application options represents       company. Most users can start
    create internal conflicts. In some   a risk, because not all needs        using IM and presence via a
    cases, these solutions may also      can be addressed with the            public service, such as AOL
    pose security, reliability and       same solution. As a result, these    or Yahoo, which lowers initial
    performance concerns. The            projects often address only a        evaluation risks. As IM and
    business case is typically based     portion of an enterprise’s video     presence usage becomes more
    on the potential for longer-term,    requirements.                        prevalent, the solution is brought
    lower-cost alternatives and                                               in-house to reduce security risks.
    productivity improvements.           Another risk for these projects      The business case for IM and
                                         is the potential for bandwidth       presence is typically based on
    Conferencing                         consumption that might               productivity improvements for
    Audio and Web integration            accompany the adoption of            individuals and groups that must
    projects allow audioconferencing     video. As a result, enterprises      collaborate regularly on projects.
    and Web conferencing to be           should understand the                More-complex productivity
    used together more easily.           readiness of their networks          and cost business cases are
    While companies have separate        for various types of video.          sometimes developed based
    conferencing capabilities, it        The business case for video is
    is increasingly common for           varied because of the range
    them to make their combined          of requirements addressed.
    use easier. Because these are        However, the most
    generally able to be evaluated       commonly cited
    and deployed gradually, the risks    justifications involve
    of these projects can be reduced.
    Some companies seek to bring
    conferencing in-house into a
    combined audio and Web server,
    thus obtaining reduced monthly
    service charges. Other companies
    seek to use a service provider
    to integrate their conferencing.
    While cost savings is generally
    the primary goal, and costs
    of solutions continue to drop,
    productivity and security
    improvements are also often
    included in business cases.




8                                                                                 AT&T Newsletter - Issue 1, 2011
messages and calendars. Other
                                                                             approaches keep voice messages
                                                                             in a separate store from e-mail,
                                                                             but offer desktop access, and may
                                                                             place a notice in the e-mail that
                                                                             there is a voice message waiting.
                                                                             There are other approaches to
                                                                             UM as well. The variety of UM
                                                                             requirements makes the UM
                                                                             projects somewhat risky. Because
                                                                             voice mail must be integrated
                                                                             with the telephony system, the
                                                                             integration of multiple sites and
                                                                             PBX devices can be technically
                                                                             complex. Changing voice mail can
                                                                             be disruptive to some users, and so
                                                                             there are also organizational risks.

                                                                             The justification for UM projects
                                                                             is a necessity due to limitations
                                                                             in an existing voice mail system,
                                                                             productivity improvements offered
  on the use of rich presence           Messaging                            by a UM solution or lower overall
  functions, such as location-          E-mail migration projects are        cost for the target UM product.
  based services, to improve            highly disruptive for users.
  business processes.                   Enterprises rarely change their      Clients
                                        vendors, and, in some cases,         Voice-client evaluation projects’
  Shared work space projects            even resist upgrades to existing     goals often are related to one
  often start informally. A group       e-mail systems. As a result, these   of the software VoIP evaluation
  or department may decide that         projects are not encountered         in the voice projects’ group.
  it would benefit from better          often. Changes in e-mail are rare,   These projects are usually low
  sharing of documents. These           as enterprises seldom change         risk, because they can be done
  departmental deployments and          their e-mail solution providers.     incrementally with small group
  projects expand and, at some          The justification for e-mail         trials. These projects might include
  point, the enterprise determines      migration projects are typically     evaluating various telephony
  it would be useful to have a          a necessity due to limitations       software and devices. The business
  specific enterprisewide sharing       in an existing e-mail system,        case is typically either productivity
  application. Because of this          productivity improvements            improvements or cost savings for
  more-informal approach, the           offered by an alternative solution   the targeted group.
  technology risks of these projects    or lower overall cost for the
  is low. The risk for the enterprise   target product.                      Smartphone integration projects
  is bringing together pre-existing                                          evaluate the effectiveness of
  solutions. The justification for      Voice mail/unified messaging         business applications executing
  these projects is often based on      (UM) migration solutions take        on mobile devices. Although these
  group productivity and project        different forms, depending on        can be tested on small groups, the
  effectiveness. While these            requirements. One approach is        primary risk relates to security. The
  projects are considered more          to have all messages, including      mobile applications have access
  closely aligned with collaboration    voice and fax, placed into the       to applications and data, and so
  functions, they are often related     e-mail system. Those users           must be evaluated from a security
  to UC projects.                       have telephone and speech            risk perspective, as well as from a
                                        recognition access to voice          functionality perspective.
                                        messages, as well as to e-mail




AT&T Newsletter - Issue 1, 2011                                                                                      9
Application Integration (CEBP)
 Notification projects develop
 notification solutions that
 integrate multiple communication
 channels and integrate with
 business applications. There are
 many forms of notification, from
 encompassing small groups to
 very large enterprisewide groups.
 The types of notification include
 simple FYI notifications to
 advanced confirmation
 and escalation options.
 Prepackaged notification
 applications are not
 yet fully capable, and
 integration with multiple
 communications
 options, as well as with
 applications, increases
 complexity and cost risks to
 these types of projects.

 Contextual presence projects
 integrate applications and
 database information with
 presence information. Solutions
 in some areas exist – e.g., expert     many organizations are related       projects. Video readiness tests are
 locator applications for contact       to the organizational changes        also critical for locations where
 centers; however, solutions            needed to properly leverage          video will be deployed. The type
 are just emerging for other            new business processes.              of video should be taken into
 enterprise areas. The risk is low                                           consideration.
 for these projects, because they
                                        VoIP and Video Readiness
 can be deployed incrementally
                                        Test                                 Conclusions
 and can leverage presence and
                                        VoIP and video readiness tests       When planning for UC, take
 IM investments.
                                        are required for UC projects         a broad view by focusing on
 Targeted business processes
                                        that have a strong dependency        the project, even though the
 (CEBP) are referred to by
                                        on the underlying network            tendency is to concentrate on
 Gartner as “the integration of
                                        infrastructure. VoIP readiness       technologies first. As already
 communications with business
                                        tests provide critical information   noted, a project-oriented view
 applications and processes
                                        about the ability to support         often translates more readily
 CEBP.” Some of these already
                                        VoIP usage. If significant           into UC deployment and
 exist in specific areas. While there
                                        upgrades are required, then this     migration plans.
 are technology challenges to
                                        will increase costs and create
 deploying CEBP solutions, the                                               Gartner RAS Core Research Note
                                        possible delays in many UC
 larger challenges and risks for                                             G00200824, Bern Elliot, Jay Lassman
                                                                             27 May 2010




10                                                                                AT&T Newsletter - Issue 1, 2011
About AT&T
AT&T Inc. (NYSE:T) is a premier communications holding company. Its subsidiaries and affiliates – AT&T
operating companies – are the providers of AT&T services in the United States and around the world. With
a powerful array of network resources that includes the nation’s fastest mobile broadband network, AT&T
is a leading provider of wireless, Wi-Fi, high speed Internet, voice and cloud-based services. A leader in
mobile broadband and emerging 4G capabilities, AT&T also offers the best wireless coverage worldwide of
any U.S. carrier, offering the most wireless phones that work in the most countries. It also offers advanced
TV services under the AT&T U-verse® and AT&T | DIRECTV brands. The company’s suite of IP-based business
communications services is one of the most advanced in the world. In domestic markets, AT&T Advertising
Solutions and AT&T Interactive are known for their leadership in local search and advertising.
Additional information about AT&T Inc. and the products and services provided by AT&T subsidiaries and
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Or follow our news on Twitter at @ATT. Find us on Facebook at http://www.Facebook.com/ATT to discover
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Developing a Road Map for Unified Communications
A stepwise approach to making your UC journey well worth the trip is published by AT&T.
Editorial supplied by AT&T is independent of Gartner analysis. All Gartner research is © 2011
by Gartner, Inc. All rights reserved. All Gartner materials are used with Gartner’s permission.
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Att uc newsletter issue 1

  • 1. AT&T Newsletter Issue 1 Developing a Road Map for Unified Communications A stepwise approach to making your UC journey well worth the trip Introduction Today, that environment is UC Strategic Planning, along with Welcome to characterized by multiple, research from leading analyst our first issue disjointed communication and firm Gartner, Inc. As you will of the quarterly collaboration solutions and see, our strategy aligns closely AT&T Unified platform providers vying for with Gartner recommendations Communications control over your UC destiny. for approaching UC from both Newsletter. The The goal of this first issue is technology- and project-oriented goal of each to help you rise above the viewpoints. issue will be to guide your fray, chart your own course Unified Communications (UC) and move forward in a way I hope you enjoy this newsletter, journey: From developing a that makes sense for your along with your complimentary vision, road map and business organization. Gartner Report, “Focus on case to provisioning, managing, UC Projects, Not on UC adopting and expanding UC At AT&T, we recommend a well- Technology.” Watch for the next to a user population resistant planned, stepwise UC strategy AT&T Unified Communications to change and a technology and road map to help maximize Newsletter in June, to learn environment increasing in the value of your current and more tips about supporting your complexity. future investments. Inside, you’ll journey to UC. find our Eight-Step Approach for David Mingo David Mingo, VP, AT&T Consulting “When considering UC, do not focus solely on the technology. Instead, map user requirements to technologies, then fit the technology requirements to projects.”1 1 (Source: Gartner: “Focus on UC Projects, Not on UC Technology.” Bern Elliot, Jay Lassman, May 2010.) See your complimentary copy of this Gartner Report within this newsletter. Featuring research from AT&T Newsletter - Issue 1, 2011
  • 2. Understanding the opportunities Today, UC means different things Strategy to UC Transformation to different people. When you UC can provide almost was designed to make your UC bring multiple communication anytime, anywhere journey a smoother one as you and collaboration tools communication and face the challenges below: together behind a single user collaboration to inspire your interface, it means increasing organization in ways you User adoption personal productivity. When never thought possible. In the triangle of people, processes you add advanced capabilities and technology, it is the “people” like mobility and presence, it The best reason to move aspect of UC adoption that may means instant and anywhere forward with your UC plan be the most trying. Although UC connections with colleagues, now may be a competitive provides easier and faster ways customers and partners. one, as communication and to communicate and collaborate, collaboration platform providers people are generally hesitant to But when you integrate those tools have integrated UC components change – even for the better. The with critical business processes into their solutions already. key is to involve them in your UC and applications, UC takes on a Without a plan in place to take transition early and often. whole new meaning and value. advantage of these capabilities, It becomes a powerful way to you risk being behind the UC accelerate cycle times across your Expanding your focus beyond adoption curve and having technology can be critical company for a positive impact on your competitors leave you in your bottom line. to winning support from the dust. Further, to a younger business groups. generation who are texting For example, Communication and tweeting their way into Enabled Business Processes corporate life, UC is a given and Start by developing a well- (CEBP) can integrate order key to attracting and retaining defined vision and strategy, so processing applications with the best and brightest talent. you can communicate it clearly presence information to quickly to organizational and technology locate a sales contact on the Overcoming challenges stakeholders. Use interactive road for questions about an There are inevitable bumps in working sessions and interviews order – greatly reducing lag time the road for any company-wide to gain a full understanding of between order and revenue. This implementation. Our Eight-Step the organizational, technical and can be the ultimate payback for functional requirements. UC investments and an excellent proof point for UC adoption. Engage stakeholders in developing use cases – specific scenarios where UC can tackle targeted organizational problems for a defined set of users, from executives to knowledge workers and remote users. They can also help identify priority needs and projects and spot ‘quick win’ opportunities for a faster proof of concept. This top-down approach can greatly ease user adoption, especially as you embed UC capabilities into key business processes to speed execution. Users that “buy into” UC advantages are far more likely to support CEBP, which will drastically change the way they work. 2 AT&T Newsletter - Issue 1, 2011
  • 3. competition between platform almost anytime, anywhere and An Eight-Step Approach for providers, they are less incented on any device. That can be a tall UC Strategic Planning to provide the high level order for the disjointed mix of UC of interoperability between technologies typically found in • Define a guiding vision for solutions that UC requires. most organizations today. UC In addition to multiple changing With system integration • Identify & document platforms and standards, there expertise and a vendor- organizational, technical and are multiple user interfaces agnostic approach, you can functional requirements and integration points to consider AT&T the ‘glue’ in contend with. The technical your multi-vendor UC solution. • Evaluate current voice and challenges escalate as you data environments begin to introduce advanced UC capabilities, such as integrating • Identify & develop viable an IM buddy list with a web- Focus on Mobile UC solution alternatives based CRM application, such Mobility planning should as salesforce.com, or giving call be an essential component • Evaluate alignment center agents the capability to of any UC integration between chosen solution search for service technicians by strategy. As you mobilize capabilities & requirements skill set. UC capabilities, business applications and processes, • Develop a step-wise Your entire network must mobile users will demand full transformation road map, be prepared to manage UC functionality on their chosen based on solution chosen applications. Text-based IM and mobile devices and smooth presence applications aren’t transitions between diverse • Perform financial analysis very demanding on the network, mobile carrier networks. & develop a business case but desktop video conferencing consumes network resources and Other opportunities will • Plan for continuous service requires a higher quality of service. emerge for combining improvement IP-based voice services So, it’s not just about IP with messaging and telephony anymore. It’s collaboration services Technology barriers about process engineering, to deliver innovative Organizations today have a convergence, application capabilities, like a single hybrid mix of communication development and integration phone number for and collaboration solutions – all wrapped into a single, employees across fixed and and vendors. With fierce simplified experience delivered mobile environments. Your mobile UC plan can also ready you for a shifting paradigm: Mobile devices are replacing fixed lines, and even PCs, as the primary means for communications – even in the office. According to a Gartner report, by year-end 2013, 40% of enterprise knowledge workers will have abandoned or removed their desk phones..2 2 (Source: Gartner: “Developments in UC Mean It’s Time to Update Your Telephony Road Map.” G00168284. Steve Blood, June 2009.) AT&T Newsletter - Issue 1, 2011 3
  • 4. That’s why you need to make a schedules and milestones from reduce the need for capital careful evaluation of your current the start to set expectations. equipment expenses to support voice and data environments. UC, they take the financial Take an organization-wide Road maps don’t have to be burden of application upkeep and inventory to identify the mix based on timelines. If your upgrades off your plate, so you of communications products, requirements-gathering sessions can invest the savings in rolling vendors, contracts and services in revealed a critical problem UC out UC capabilities to more users. place to spot potential issues and can solve, focus on this “low- develop a baseline for where you hanging fruit” first. You’ll win the Staying ahead of the curve are and where your road map confidence of stakeholders and The same resources you tapped needs to take you. have a solid business case to into during the strategy and present to management as part requirements-gathering process Assess your technology of your cost/benefit analysis. will be key to adopting new UC landscape through a vendor- capabilities in the future. Form agnostic lens to identify which Incremental UC rollouts in a technical steering committee solutions to bring under the targeted areas – rather than – comprised of cross-functional UC umbrella. Narrow your full-blown UC deployments stakeholders and line-of-business alternatives to strategic solutions – are not only less disruptive, managers responsible for with capabilities that directly they’re easier to cost justify. For specific UC component services align with your defined vision example, implementing a web – to plan for continuous service and the technical, functional conferencing or telepresence improvement. and organizational requirements solution in an organizational gathered from stakeholders. This unit with skyrocketing travel critical step will have a profound costs helps you establish a tight Any new UC capability should impact on their acceptance linkage between the proposed pass the stakeholder litmus and success of your UC funding, dollars spent, and the test first. transformation. benefits gained. Working together, they should Moving forward As part of your financial evaluate service delivery on an analysis, review provisioning on-going basis and determine Mapping and justifying your alternatives, including hosted which new services can add the path and managed services. Cloud- most value to the organization A technology road map is your based provisioning, or Unified and how they can be rolled documented UC transformation Communications as a Service out most cost-effectively. Keep plan – a phased approach to (UCaaS) offerings, not only your finger on the pulse of the reaching immediate, short- user community with surveys term and long-term goals that measure UC adoption and with your chosen satisfaction. Provide self-service technology solutions. web tools for service requests It can help you set or more information about UC realistic capabilities and benefits. To track and determine the success of your UC transformation, establish and report on key performance indicators, which should reflect and be tightly integrated with your strategy and organizational requirements. 4 AT&T Newsletter - Issue 1, 2011
  • 5. Next steps • A full range of UC services • A mobile-centric design Whether you want to boost from strategic planning and to deliver full functionality productivity, mobilize UC design to deployment and across diverse mobile devices, solutions or merge UC management, including on- platforms and networks capabilities into the processes premise, hosted and managed and applications that drive your services and cloud-based • A rich range of communication organization, now is the time to UCaaS capabilities, backed by the put your plans into motion. world’s most robust IP network • A single point of responsibility and a 100-year history of With a depth and breadth of for a multi-vendor UC delivering high-quality voice UC solutions and expertise, solution, customized to fit services backed by multi-vendor your needs system integration capabilities, Contact your AT&T account we believe AT&T is uniquely • A hybrid architecture representative or visit AT&T positioned to guide your UC approach to help protect Unified Communications journey as you change your investments in existing Consulting to find out more about organization in ways you never technologies and platforms how UC can help change your thought possible. AT&T can that can integrate with UC organization. provide: Source: AT&T AT&T Newsletter - Issue 1, 2011 5
  • 6. Complimentary Analysis from Gartner Focus on UC Projects, Not on UC Technology Technology-focused unified ANALYSIS left column (“Technology Area”) communications (UC) approaches Enterprise managers and planners defines six major broad technology are effective for working with often start with a technology- areas that underlie UC. These internal IT groups and with focused view of UC planning. A areas – voice, conferencing, vendors. However, using a technology-focused perspective instant messaging (IM)/presence, project-focused view will clarify of UC is required because it messaging, clients and application UC plans, capabilities and assists in understanding the integration (communications- road maps when working with platforms and systems that will enabled business process [CEBP]) business groups. potentially be purchased and – are readily mapped to the servers managed. However, technology- and applications that underlie a Key Findings focused views do not enable technology-focused perspective. • While a technology-oriented enterprises to understand how Column 2 (“UC Projects”) defines view of UC provides a good the communication technology the UC projects that Gartner understanding of IT server, will actually be used and applied frequently encounters at client sites, application and vendor issues, by users. A project-focused and illustrates the project-focused it doesn’t reflect how the rest perspective, on the other view. The column labeled “Risk” of the enterprise is likely to hand, provides a useful way of defines the degree of risk that think about their requirements. understanding how technology Gartner associates with this type of • Adopting a project-orientated relates to specific capabilities project. Risks can come in the form view will match UC requirements and user benefits. Additionally, of cost, complexity and disruption with solutions, and is an most organizations use a project to users. A high-risk project is, approach that users will approach for transforming relatively speaking, more expensive, understand. technology investments into more complex to plan and deploy, • A project-oriented view specific deliverables. and more disruptive to users than often translates more readily a medium- or low-risk project. The into UC deployment and Figure 1 provides an overview last column (“Comments on Project migration plans. of the major UC projects that Risk”) provides a brief statement of Gartner sees at client sites important points to keep in mind Recommendations in each technology area. The when considering a UC project. • When considering UC, do not focus solely on the Figure 1. UC Project View technology. Instead, map user requirements to technologies, then fit the technology requirements to projects. • When speaking with vendors and during internal IT discussions, often a technology-oriented view of UC is most effective. Conversely, when speaking with company business groups or end users, a project view of UC is often more effective. • When developing a UC business case and road map, use both project and technology views. Source: Gartner (May 2010) 6 AT&T Newsletter - Issue 1, 2011
  • 7. Overview and Business Value of Each Type of Project Voice Internet Protocol (IP)-PBX migration projects involve a major migration or replacement of one or more PBX or IP-PBX devices. These projects are of high risk, because they typically are expensive to purchase, complex to configure and deploy, and can be disruptive organizationally and technically. They may require major changes or consolidation Fixed-mobile integration projects number cause multiple devices in strategic vendor and in allow fixed voice and telephony to ring. These other devices technology orientation. Often, functions to be integrated with might include the user’s these projects involve a gradual mobile and nomadic capabilities, desk phone, laptop soft- migration of sites, which and encompass a range of client phone, mobile phone can reduce the risk. In some approaches. The general goal and home-office phone. This cases, these projects couple of these projects is to offer service can be augmented a traditional IP-PBX migration users more mobility and strong with integration with other with trials and evaluations of a integration with fixed telephony communication functions like non-IP-PBX software telephony functionality. There are multiple presence and location services. approach. In terms of UC, these types of solutions: The business case for these projects often have a hard cost • One solution area is in- is based on productivity while justified in terms of infrastructure building options, which traveling or moving around a consolidation, reduced licensing include a seamless handoff campus facility, reduced cost of costs, tariff bypass and reduced of dual-band mobile devices distance charges and reduced cost of Session Initiation Protocol between private wireless missed calls. (SIP) trunks. Softer business cases networks and a public are often based on more-flexible wireless network, as well as Software VoIP evaluation projects remote user access and better in-building wireless voice, via entail evaluating alternatives to collaboration due to integration Digital Enhanced Cordless traditional communications and of team members via presence Telecommunications (DECT) telephony. Examples are: and other communication or voice over Wi-Fi (VoWi-Fi). • Evaluations of the voice functions. These types of projects • An attractive second option capabilities of Microsoft Office require that the network be for many firms is softphones Communications Server (OCS). capable of supporting voice over that integrate with the • An evaluation of Skype IP (VoIP) functions like quality PBX; thus, users can access integrated with an IP-PBX or of service (QoS) and Power PBX functionality from any a Wi-Fi voice client integrated over Ethernet (PoE). As a result, location offering broadband – with a mobile smartphone. planners should undertake e.g., hotels, airports and home • The integration of new models an enterprise network VoIP offices. for SIP address management, readiness evaluation or network • A third option offers find- as offered by Cisco’s IMC. audit early in their project me services, also known planning process to check that as single-number services. switches and routers are voice- Calls to the user’s primary and video-capable. AT&T Newsletter - Issue 1, 2011 7
  • 8. • Use of service-based Video migration projects involve travel reduction, improved UC and voice offerings, enhancing the video capabilities communications between groups sometimes known as unified available in an enterprise. These and individuals, better work-at- communications as a service encompass a wide range of home capabilities, and stronger (UCaaS), which is becoming technology options and address cohesion within the enterprise. increasingly common. Leading very different user requirements. Combining video service providers such as Video spans different types of with other UC functions can Google and AT&T offer these. quality, from lower-end Webcam, increase the potential reach of to standard definition (SD), high these meetings. In some cases, evaluations definition (HD) and telepresence of alternative approaches are (TP). They may be focused on IM/Presence combined with IP-PBX migration groups of individual participants, IM and presence deployment projects. While the technical or on meeting-room solutions projects typically start with risk of these evaluations can be where two or more groups evaluations and trials, and, if low, they may pose challenges are meeting via video. This successful, extend to broader to existing organizational wide range of technology and availability throughout the responsibilities, which, in turn, application options represents company. Most users can start create internal conflicts. In some a risk, because not all needs using IM and presence via a cases, these solutions may also can be addressed with the public service, such as AOL pose security, reliability and same solution. As a result, these or Yahoo, which lowers initial performance concerns. The projects often address only a evaluation risks. As IM and business case is typically based portion of an enterprise’s video presence usage becomes more on the potential for longer-term, requirements. prevalent, the solution is brought lower-cost alternatives and in-house to reduce security risks. productivity improvements. Another risk for these projects The business case for IM and is the potential for bandwidth presence is typically based on Conferencing consumption that might productivity improvements for Audio and Web integration accompany the adoption of individuals and groups that must projects allow audioconferencing video. As a result, enterprises collaborate regularly on projects. and Web conferencing to be should understand the More-complex productivity used together more easily. readiness of their networks and cost business cases are While companies have separate for various types of video. sometimes developed based conferencing capabilities, it The business case for video is is increasingly common for varied because of the range them to make their combined of requirements addressed. use easier. Because these are However, the most generally able to be evaluated commonly cited and deployed gradually, the risks justifications involve of these projects can be reduced. Some companies seek to bring conferencing in-house into a combined audio and Web server, thus obtaining reduced monthly service charges. Other companies seek to use a service provider to integrate their conferencing. While cost savings is generally the primary goal, and costs of solutions continue to drop, productivity and security improvements are also often included in business cases. 8 AT&T Newsletter - Issue 1, 2011
  • 9. messages and calendars. Other approaches keep voice messages in a separate store from e-mail, but offer desktop access, and may place a notice in the e-mail that there is a voice message waiting. There are other approaches to UM as well. The variety of UM requirements makes the UM projects somewhat risky. Because voice mail must be integrated with the telephony system, the integration of multiple sites and PBX devices can be technically complex. Changing voice mail can be disruptive to some users, and so there are also organizational risks. The justification for UM projects is a necessity due to limitations in an existing voice mail system, productivity improvements offered on the use of rich presence Messaging by a UM solution or lower overall functions, such as location- E-mail migration projects are cost for the target UM product. based services, to improve highly disruptive for users. business processes. Enterprises rarely change their Clients vendors, and, in some cases, Voice-client evaluation projects’ Shared work space projects even resist upgrades to existing goals often are related to one often start informally. A group e-mail systems. As a result, these of the software VoIP evaluation or department may decide that projects are not encountered in the voice projects’ group. it would benefit from better often. Changes in e-mail are rare, These projects are usually low sharing of documents. These as enterprises seldom change risk, because they can be done departmental deployments and their e-mail solution providers. incrementally with small group projects expand and, at some The justification for e-mail trials. These projects might include point, the enterprise determines migration projects are typically evaluating various telephony it would be useful to have a a necessity due to limitations software and devices. The business specific enterprisewide sharing in an existing e-mail system, case is typically either productivity application. Because of this productivity improvements improvements or cost savings for more-informal approach, the offered by an alternative solution the targeted group. technology risks of these projects or lower overall cost for the is low. The risk for the enterprise target product. Smartphone integration projects is bringing together pre-existing evaluate the effectiveness of solutions. The justification for Voice mail/unified messaging business applications executing these projects is often based on (UM) migration solutions take on mobile devices. Although these group productivity and project different forms, depending on can be tested on small groups, the effectiveness. While these requirements. One approach is primary risk relates to security. The projects are considered more to have all messages, including mobile applications have access closely aligned with collaboration voice and fax, placed into the to applications and data, and so functions, they are often related e-mail system. Those users must be evaluated from a security to UC projects. have telephone and speech risk perspective, as well as from a recognition access to voice functionality perspective. messages, as well as to e-mail AT&T Newsletter - Issue 1, 2011 9
  • 10. Application Integration (CEBP) Notification projects develop notification solutions that integrate multiple communication channels and integrate with business applications. There are many forms of notification, from encompassing small groups to very large enterprisewide groups. The types of notification include simple FYI notifications to advanced confirmation and escalation options. Prepackaged notification applications are not yet fully capable, and integration with multiple communications options, as well as with applications, increases complexity and cost risks to these types of projects. Contextual presence projects integrate applications and database information with presence information. Solutions in some areas exist – e.g., expert many organizations are related projects. Video readiness tests are locator applications for contact to the organizational changes also critical for locations where centers; however, solutions needed to properly leverage video will be deployed. The type are just emerging for other new business processes. of video should be taken into enterprise areas. The risk is low consideration. for these projects, because they VoIP and Video Readiness can be deployed incrementally Test Conclusions and can leverage presence and VoIP and video readiness tests When planning for UC, take IM investments. are required for UC projects a broad view by focusing on Targeted business processes that have a strong dependency the project, even though the (CEBP) are referred to by on the underlying network tendency is to concentrate on Gartner as “the integration of infrastructure. VoIP readiness technologies first. As already communications with business tests provide critical information noted, a project-oriented view applications and processes about the ability to support often translates more readily CEBP.” Some of these already VoIP usage. If significant into UC deployment and exist in specific areas. While there upgrades are required, then this migration plans. are technology challenges to will increase costs and create deploying CEBP solutions, the Gartner RAS Core Research Note possible delays in many UC larger challenges and risks for G00200824, Bern Elliot, Jay Lassman 27 May 2010 10 AT&T Newsletter - Issue 1, 2011
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