UCaaS Project Step By Step - Part 1

Posted by John Teeling on Mar 1, 2018
John Teeling
Find me on:

Step 1 - Project Management

This 9-part blog series explores 9 different phases of the UCaaS project, ranging from best practices for the kick-off call through the provisioning and delivery phases of a project and to the point where you will take the project live and ultimately transition to support. 

project-team-850.jpg

UCaaS Project Outline

Now more than ever, companies are presented with a lot of choices and different implementation options for their UCaaS projects. Whether it is a Premise-based or Cloud UCaaS project, at some point the success or failure of the project is going to come down to the Vendor, VAR or MSP’s experience, knowledge and ability to execute the requirements. Just as importantly, the integrations that will require as more and more systems are closely integrated with the other business critical systems/applications in today’s typical company IT portfolio.

What I want to do in this blog series is run through 9 different steps or considerations that must be in place as part of any UCaaS project to ensure that the project’s implementation is successful. This holds true whether we are talking about a 5 or a 500-seat project and whether you the customer are working with your favorite VAR or the large Enterprise companies such as TPx or AT&T.

Project Management

It all starts and ends with Project Management. Here are the key considerations to look for and areas of concern if they are not present in the project when presented to you:

  • A single point of contact for all aspects of the project. It is always best to have a Project Manager or Implementation Coordinator assigned who performs that role. This is the person who will be the focal point for project control and communication. There with certainly will be times during the project when there are issues, challenges or questions that arise and the person you look to for resolution should remain consistent. That way there is never any question about who is responsible or accountable for delivery.
  • The Project Manager or the Implementation Coordinator, when involved from inception to completion of the project, can become your advocate to ensure that your interests and best outcomes are built into the project plan and executed against. In doing this, they see the timeline and tasks. They also see the progress and when intervention is needed to ensure task completion or the best outcomes. They can be directly involved to ensure that you have the best customer experience possible in the delivery of your project.

Next Steps

In future posts, I will be covering topics that range from best practices for the kick-off call through the provisioning and delivery phases of a project and to the point where you will take the project live and ultimately transition to support. I hope that you will find this series informing and be able to put the information to work for you the next time a UCaaS project comes up. From these posts, you will inherently know the practices required to engage and require from your provider to ensure your success.

Tags: UCaaS, Customer Experience