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ComplimentsofAvaya,
globalleaderincollaboration
Avaya Custom Edition Increase productivity
and lower costs
with collaboration
Collaboration
Lawrence C.Miller,CISSP
FREE eTips at dummies.com®
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Collaboration
FOR
DUMmIES
‰
AVAYA CUSTOM EDITION
by Lawrence C. Miller, CISSP
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Collaboration For Dummies®
, Avaya Custom Edition
Published by
Wiley Publishing, Inc.
111 River Street
Hoboken, NJ 07030-5774
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Copyright © 2011 by Wiley Publishing, Inc., Indianapolis, Indiana
Published by Wiley Publishing, Inc., Indianapolis, Indiana
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Table of Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1
Foolish Assumptions ................................................................. 1
About This Book ........................................................................ 2
Icons Used in This Book............................................................ 3
Where to Go from Here ............................................................. 3
Chapter 1: Understanding Today’s Business
Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Market Trends Driving Changes in Communications............ 6
Key Stakeholder Challenges ..................................................... 8
End-users .......................................................................... 9
Lines of business ........................................................... 10
IT departments............................................................... 11
Chapter 2: Introducing a Better Way to Collaborate
and Communicate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
The Three Centers of Value.................................................... 14
For Your Users: Deliver a Breakthrough Experience .......... 15
For Your Business: Improve Processes ................................ 17
For Your IT Department: Build an Interconnected
Enterprise.............................................................................. 18
Chapter 3: The Right Experience for Every Person . . . .21
Different People, Different Needs........................................... 22
The “Time Is Money” Power Collaborator............................ 23
The “On-time, On-budget” Visual Collaborator.................... 24
The “Work from Anywhere” Mobile Collaborator ............... 25
The “Highly Productive” Desktop Collaborator................... 26
Chapter 4: Creating a Collaboration Plan
for Your Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Delivering the Experience through a Phased Approach..........27
Quick Start...................................................................... 27
Build Out......................................................................... 28
Smart Planning in the Phased Approach .............................. 28
Understand core business priorities........................... 29
Identify key users and business processes................ 30
Target for maximum immediate return ...................... 30
Incrementally build toward your end
design architecture.................................................... 30
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Chapter 5: Building a New, Session-based
Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Sessions Transform the Act of Communicating.................... 33
Upgrade Infrastructure to a Session-based Environment... 37
Chapter 6: Implementing a Collaboration Solution
and Avoiding the “Bridge to Nowhere” . . . . . . . . . . .39
Four Steps to a Successful Implementation.......................... 40
Plan and design.............................................................. 40
Develop and integrate................................................... 41
Test, train, and deploy.................................................. 41
Optimize.......................................................................... 41
Understanding Support Programs and Services.................. 42
Avoiding Collaboration Pitfalls .............................................. 43
Link collaboration systems across branch silos ....... 43
Make sure your vendor has a defined
product road map...................................................... 44
Don’t fall into the “If it ain’t broke,
don’t fix it” trap.......................................................... 45
Understand the role of communications in
nurturing a “learning organization” ......................... 45
Consider the potential of collaboration rather
than just the cost of the technology......................... 46
Find the right business partner to help
you succeed................................................................ 46
Chapter 7: Ten (Okay, Nine) Great Things You
Can Do with Collaboration Now! . . . . . . . . . . . . . . . . .47
It’s Time to Build Out!.............................................................. 47
Mobility........................................................................... 48
Presence.......................................................................... 49
Visual voicemail............................................................. 49
Audio, video, and web conferencing........................... 50
Contact center................................................................ 50
What Else Can You Deploy Now?........................................... 51
Communications-enabled business processes.......... 51
Immersive 3D environments ........................................ 52
Social networking integration ...................................... 52
Third-party integration ................................................. 53
Collaboration For Dummies, Avaya Custom Editioniv
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dissemination, distribution, or unauthorized use is strictly prohibited.
Introduction
People today have more communications options than
ever before yet often have a harder time reaching and
working with each other. We struggle to get or share informa-
tion, to quickly help our customers, or to close a sale. We now
have a dizzying array of technologies and communication
platforms that can deliver voice, text, and even video. Yet it
seems we have too many devices that don’t work together
and too little time to get our jobs done.
In our quest to make it convenient for anyone to reach us any-
where, anytime, and in any way, it has actually become more
difficult to simply communicate with each other. Determining
the best way to get in touch with your customers, clients, and
partners at any given time can be a daunting task, and letting
people know how to get in touch with you at any given time is
no easy feat either. These challenges make it difficult to bring
together the right people with the right information in an envi-
ronment that delivers business results in real time.
Simply put, “what we have here is a failure to collaborate!”
Collaboration is the fundamental output and foundational ele-
ment of today’s unified communications (UC) capabilities. It
can transform your business if you have the right pieces in
the right places. This book helps you to understand the power
of collaboration and how Avaya can put the right solutions
literally at your fingertips, so that you can conquer today’s
communications challenges and reap the benefits of increased
productivity, greater profitability, and better differentiation
for your business!
Foolish Assumptions
This book is written for both technical and nontechnical read-
ers, so whether you’re an executive, line-of-business manager,
or an IT specialist — this book is for you. Unless of course,
you’re looking for a book on gardening!
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Collaboration For Dummies, Avaya Custom Edition2
About This Book
Collaboration For Dummies, Avaya Custom Edition, consists of
seven short chapters. Each chapter is individually wrapped
(but not packaged for individual sale) and written to stand on
its own, so feel free to start reading anywhere and skip around
to suit your interests!
✓ Chapter 1: Understanding Today’s Business
Environment. New trends are driving a transformation in
the way we work and communicate. In this chapter, we
explore some of these trends and their impact on your
three key stakeholders — employees and customers,
your business, and your IT department.
✓ Chapter 2: Introducing a Better Way to Collaborate and
Communicate. What if you could drive enterprise effec-
tiveness, accelerate business processes, and increase
business agility with a collaboration solution, all while
lowering costs? We show you how in this chapter!
✓ Chapter 3: The Right Experience for Every Person. One
size does not fit all (or to be more politically correct, one
size doesn’t even fit most)! In this chapter, you learn how
to match the right solution to the right people.
✓ Chapter 4: Creating a Collaboration Plan for Your
Business. In this chapter, you learn how to build a
phased collaboration strategy that will simplify and
consolidate your infrastructure and transform your
business.
✓ Chapter 5: Building a New, Session-based Architecture.
The paradigm has shifted, and we are no longer talking
about systems — it’s time to build a session-based archi-
tecture! We show you how in this chapter.
✓ Chapter 6: Implementing a Collaboration Solution and
Avoiding the “Bridge to Nowhere.” Learn to success-
fully deploy and maintain your collaboration solution in
this chapter.
✓ Chapter 7: Ten (Okay, Nine) Great Things You Can Do
with Collaboration Now. Mobility. Video for everyone.
Contact centers. Social networking. Don’t just imagine
the future for your business — in this chapter, we tell
you what’s possible now!
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dissemination, distribution, or unauthorized use is strictly prohibited.
Introduction 3
Icons Used in This Book
Throughout this book, we occasionally use special icons to
call attention to important information. No smiley faces wink-
ing at you or any other cute little emoticons, but you’ll defi-
nitely want to take note!
Here’s what you can expect:
This icon points out information that may well be worth com-
mitting to your nonvolatile memory, your gray matter, or your
noggin’ — along with anniversaries and birthdays!
You won’t find a map of the human genome or the secret to
cold fusion here (or maybe you will, hmm), but if you seek
to attain the seventh level of NERD-vana, perk up! This icon
explains the jargon beneath the jargon!
Thank you for reading, hope you enjoy the book, please take
care of your writers! Seriously, this icon points out helpful
suggestions and useful nuggets of information.
According to Aristotle, “The wise man does not expose him-
self needlessly to danger.” These helpful alerts offer practical
advice to help you avoid making dangerous and potentially
costly mistakes.
Where to Go from Here
Confucius says that a journey of a thousand miles begins with
a single step. Okay, since you’re not going a thousand miles
(and if you are, you may want to put this book down anyway
and grab a map), I recommend that you begin by turning the
page. But, do feel free to jump in anywhere. This isn’t an alge-
bra textbook or a mystery novel, so you won’t miss any equa-
tions or clues along the way.
Each chapter stands on its own, so if you’re comfortable with
the topics in a given chapter — skip over it. Read the book in
the order that suits you (though I don’t recommend upside
down or backwards).
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Collaboration For Dummies, Avaya Custom Edition4
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Chapter 1
UnderstandingToday’s
BusinessEnvironment
In This Chapter
▶ Recognizing the changing business communication landscape
▶ Seeing communication and collaboration through the eyes of others
It’s tough out there! Everyone is short on time. Both cus-
tomers and employees alike are frustrated, and neither
group is particularly loyal to your business. Your customers
have quick-and-easy access to your fiercest competitors, and
your best employees are often just waiting for the job market
to open up, thinking they can find nirvana elsewhere!
The reality of today’s post-recession economy is that
✓ Although 80 percent of businesses believe they deliver
a superior customer experience, only 20 percent of their
customers actually agree (Webtorials Editorial/Analyst
Division, 2010).
✓ Two in five employees say they are stressed and that
their work levels have increased (Careerbuilder.com).
✓ Ten percent of top performers surveyed in 2006 said they
planned to leave their current employer within a year — in
2010 that number was 25 percent! (Harvard Business Review)
New imperatives and business models are driving the need to
transition to a better way. It’s time to build a new, collabora-
tive “ecosystem” and transform the way we work together
and serve our customers. It’s time for “The Power of We”!
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Collaboration For Dummies, Avaya Custom Edition6
This chapter describes today’s business environment and how
it is transforming the way we communicate and collaborate
with each other. It also explores some of the communications
challenges being faced by your three key stakeholders —
end-users (your customers and employees), your business, and
your information technology (IT) department.
Market Trends Driving Changes
in Communications
As the saying goes, “when the going gets tough, the tough get
going.” And the going has definitely gotten tough! The busi-
ness model for the post-recession global economy presents
new challenges and considerations for companies every-
where, forcing them to make drastic changes and rethink
traditional ways of doing business.
But just being “tough” isn’t enough — companies must be more
competitive, deliver new products, streamline lines of business,
and continually improve core business processes. They must
develop new approaches to traditional customer relationships,
manage key supplier and distributor links along the value chain,
and train and empower dynamic, cross-functional teams of
people both inside and outside the organization. And they must
do it all in less time. When companies don’t adapt to the new
economic and business realities, the “tough” may end up
going — away.
Post-recession business objectives typically include
✓ Leveraging investments
✓ Lowering total cost of ownership (TCO) and eliminating
complexity
✓ Investing in technology and projects that provide an
apparent and quick return on investment (ROI)
✓ Improving customer retention and market growth
✓ Being more agile than key competitors
✓ Accelerating and streamlining core business processes
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Chapter 1: Understanding Today’s Business Environment 7
How you achieve these objectives and whether you are suc-
cessful will depend on your strategy. Avaya’s best-in-practice
thought leadership includes strategies such as developing
an incremental, “self-funded” roadmap for your technology
investments. See Chapter 4 for more about this.
Beyond the economy and recession, other trends driving a
major transformation in business communications include
generational factors, social networking, mobile living, envi-
ronmental issues, and virtual worlds and communities (see
Figure 1-1).
Economy
and Recession
Social Networking
Generational
Mobile Living
Environmental
Virtual Worlds
and Communities
on
d R
EEco
and
neGGe
ciaSSoSo
obMMoMo
d C
tu
d C
virE
andd
Vir
Env
SS
MM
SS
MM
hello!
Figure 1-1: Market trends.
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Collaboration For Dummies, Avaya Custom Edition8
It has become increasingly difficult to distinguish between
our personal and work lives as the blur between consumer
and work communication environments becomes more pro-
nounced. The desktop has been transformed by the evolution
of mobile devices, and end-user (customers and employees)
expectations are being driven by the proliferation of consumer
tools and applications that deliver a simple and seamless
experience (think Apple and Skype).
Business communications are plagued by many different types
of applications and tools with different purposes, resulting in
increased complexity driving the need for greater interoperabil-
ity. Finally, “green” initiatives (and their cost saving impacts),
and the drive toward virtualization and cloud computing are all
important and persistent trends that impact business decisions
and investments in technology today.
Consumerization occurs as end-users increasingly find cost
effective and simple personal technology and applications
that help them do their jobs quicker and better than the tra-
ditional corporate solutions they are provided. According to
Gartner, consumerization will be the most significant trend
affecting IT through 2015.
Key Stakeholder Challenges
Within your business, there are three key stakeholders, or
“value centers” — your end users (customers and employees),
your lines of business (LOBs), and your IT department.
Everything you do and develop for your organization’s col-
laboration strategy needs to take these three groups into
account and speak to their needs. These are the primary
benefactors of your collaboration strategy, and what they
are saying is important (see Figure 1-2).
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Chapter 1: Understanding Today’s Business Environment 9
Communicate
effectively with
MY device of
choice
END-USER
Don’t repeat
history -
have it at your
fingertips
Communications
that are built for me
and are available
anywhere
Rapid deployment
of new features and
applications to meet
business needs
Lower risk
upgrades,
implementations,
and integrations
Lower ongoing
operating expenses
and improved TCO
IT
Faster time to
market
Increase my
team’s productivity
Resolve problems
faster
Get closer to
my customers
LINE OF
BUSINESS
Figure 1-2: Your three value centers and their unique challenges.
End-users
End-users — your customers and employees — are challenged
by new technologies that only a teenager or technical genius can
use! The end result is that they are often fed up and grumpy.
Although these new technologies are supposed to make things
easier, what we get instead are a bunch of applications and
business processes that don’t work together and are confusing
to operate. The burden to make sense of the tools then falls
back on your employees.
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Collaboration For Dummies, Avaya Custom Edition10
The view from your customers isn’t any better. When they
call your customer service department to resolve an issue,
they find themselves navigating a seemingly endless interac-
tive voice response system (IVR) only to be transferred to
someone else when they do finally get hold of a live person.
They spend far too much of their valuable time explaining
their issue to agent after agent, rather than actually resolving
their issue or complaint!
Employees and customers have thus become hunters
and gatherers looking to cobble information and
technologies together.
Lines of business
Not only are customer and employee moods affected, but
businesses themselves are facing increasingly complex chal-
lenges as well. New mergers and acquisitions, and the desire
to expand to new markets, means employees are located
all over the world and in different regions. Managing such a
geographically dispersed workforce is a challenge in and of
itself, but providing employees with the different sets of tools
and the support they need to communicate effectively and
efficiently with everyone else around the world is a seemingly
insurmountable task! There are different networks, different
user groups, and different technologies and protocols — all
with unique needs.
Finally, the accelerated speed of business and technological
innovations combine to make the traditional three- or five-
year payback period for investments far too long. Businesses
have limited budgets and are looking for an immediate ROI.
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Chapter 1: Understanding Today’s Business Environment 11
IT departments
For your IT department, the challenge is to somehow get
everything to play together nicely. These poor souls must
often work on layers upon layers of outdated, nonstandard
equipment and infrastructure in closed networks and operat-
ing systems, from different vendors. The various applications
and clients don’t speak the same language, and they don’t
share key data and information.
The result is a business communications infrastructure that is
inefficient and ineffective. Rather than working together to sup-
port a collaborative environment, each component operates
independently on its own island. And your IT department is left
building and maintaining bridges between them — bridges that
are difficult and expensive to operate and maintain.
But despair not. The solution for all of these challenges is
literally at your fingertips! Turn the page (to Chapter 2) to
learn about a better way — with collaboration.
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Collaboration For Dummies, Avaya Custom Edition12
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Chapter 2
Introducing a Better
Way to Collaborate
and Communicate
In This Chapter
▶ Exploring the possibilities with collaboration
▶ Focusing on people with “people-centric” collaboration
Despite the onslaught of new video, Internet, social
media, and other technologies that seem to be making
everything more complex rather than simpler, you can work
smarter — not harder! So, what if you could solve the chal-
lenges facing your three centers of value (see Chapter 1) and:
✓ Drive enterprise effectiveness and customer satisfaction
by putting people first with intuitive user experiences that
make it easy to collaborate across media, devices, and loca-
tions, with timely, relevant context, content, and presence
for voice, video, messaging, e-mail, web, and social media.
✓ Accelerate business processes through simple and
open integration with business applications, desktop
environments, emerging social media, and multi-vendor
communications systems, leveraging packaged integra-
tions and a comprehensive, mature IT developer Web
Services framework.
✓ Increase business agility and lower costs with a highly
flexible enterprise-wide communications architecture that
simplifies the deployment of innovative voice, video, and
collaboration applications to the right users everywhere —
while also providing significant cost savings and an evo-
lutionary path for customers from existing multi-vendor
voice systems, leveraging existing investments.
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Collaboration For Dummies, Avaya Custom Edition14
Is all that possible? Yes, if you take a look at what your users
need first — then implement the right back-end architecture
(see Chapter 5). One that pulls and weaves technology and
business processes together behind the scenes.
In this chapter, you learn better ways to address the chal-
lenges facing the three centers of value in your enterprise,
what’s possible, and how you can make it happen!
The Three Centers of Value
By collaborating with the right teams, you can get more done,
more efficiently, and with a better end result. Focusing on the
three centers of value — your customers and end users, your
lines of business, and your IT department — enables you to
provide integrated collaboration solutions with unique ben-
efits for each of them (see Figure 2-1).
Integrated
collaboration
solutions
enhancing
user and
customer
experiences
USER
Productivity
Ease of use
Speed and Choice
Effectiveness
BUSINESS
Accelerated processes
Customer satisfaction
Responsiveness
Time to market
MANAGEMENT
Lower TCO, Simplicity, Security
CORE SERVICES
Business agility
Openness and flexibility
Lower costs and risks
Investment protection
AVAYAAVAYA
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AVAYA
flare
AVAYAAVAYA
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AVAYA
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AVAYAAVAYA
auraaura
AVAYA
aura
Figure 2-1: A better way to collaborate and communicate.
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Chapter 2: Introducing a Better Way to Collaborate and Communicate 15
For Your Users: Deliver a
Breakthrough Experience
To simplify users’ communications and help them be more
productive in today’s work environment, you must give them
new ways to communicate and collaborate. If companies keep
doing things the same way they have always done them, using
antiquated tools that aren’t sufficient for today’s challenges,
they’ll continue to get the same results.
Using Avaya’s Quick Start approach (see Chapter 4), you can
introduce a handful of key applications that will change the
way your employees work overnight. For example:
✓ Use desktop and conference room video to more effec-
tively connect global design teams without travel
✓ Enable personal web and audio conferencing for all
employees to speed ad-hoc global collaboration
Avaya Flare Experience enables
“people-first” collaboration
Avaya Flare offers a truly simple
and intuitive user experience. Flare
simplifies everything from day-to-
day phone calls to meetings with
partners and customers. You can
speed up critical decision-making
by integrating directories, pres-
ence, and social networks to bring
the right people, contextual history,
and information together. You can
quickly pull resources into a group
video conference or create tactical
sub-teams to tackle separate issues
with a simple swipe of your fingers
into a “spotlight” in the middle of the
screen. Behind the scenes, Flare
brings together the context, history,
documents, and applications you
need to effectively collaborate.
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Collaboration For Dummies, Avaya Custom Edition16
To help your employees work smarter, not harder, you can
deploy compelling applications that help solve the problems
they encounter every day. As a start, integrated multi-modal
conferencing allows dispersed project teams and partners to
share documents and make decisions faster. High-definition
videoconferencing capabilities are now cost-effective, band-
width conservative, and practical for use by the masses —
not just your executives, providing invaluable face-to-face col-
laboration opportunities while reducing travel expenses and
saving time. Messaging solutions are no less important —
SIP (Session Initiation Protocol), session management, and
Casestudy:HawaiiMedicalCenter(HMC)
HMC (www.hawaiimedcent.com)
is a full-service, acute and tertiary-
carehospitalsystemonOahu.
Business Issues
✓ HMC needed a more stable and
robust data network in order
to implement a vital Electronic
Medical Records (EMR) system
✓ Required WLAN to support
mobile computer units used by
medical staff
✓ Needed to apply advanced tools
for better collaboration
✓ Needed a cost-effective migra-
tion path to advanced unified
communications capabilities
Solution and Business Value
✓ Avaya Data Networking and
Avaya 8100 Series Wireless LAN
802.11 solution provides high-
performance data network sup-
porting core business processes
and an EMR system delivered
wirelessly to mobile computer
units, with full security and
always-on reliability
✓ Avaya Desktop Video Devices
with Avaya Flare Experience
offer new levels of collabora-
tion for HMC professionals and
administrators
✓ Avaya 1000 Series video-
conferencing has reduced
travel costs and bridged distant
teams through rich audio/video
interactions
✓ The fully integrated voice,
data, and wireless solutions
provide ease of management
and cost effectiveness plus
open-platform interoperability
with multi-vendor systems and
applications
✓ The hospital has a migration
strategy for the deployment of
Avaya Aura unified communica-
tions solutions that will deliver
cost savings and a wide range of
tools to enhance productivity and
customer service
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Chapter 2: Introducing a Better Way to Collaborate and Communicate 17
centralized applications and message stores allow you to
re-invent messaging as you move into multimedia messaging
and recording.
Communications are more meaningful when you have greater
context and can move between different types of media
depending on the task at hand. Avaya Flare:
✓ Provides easy access to your history and key documents
based on the people with whom you are communicating.
✓ Enables a multi-modal experience — be it voice, video,
text, or information sharing, you can be in multiple
“places” at the same time and easily move between
them depending on your needs.
For Your Business:
Improve Processes
If you want to be the competitive force in your markets, as
you come out of the recession and look to take advantage of
changing economics and needs, then new innovation will be
central for you. This can obviously include product and ser-
vice innovation, but it expands to looking holistically across
your enterprise at go-to-market processes, packaging and
pricing, online visibility and tools, social communities, new
approaches to customer service, and more.
To delight your customers, you can extend the real-time capa-
bilities of your communications infrastructure to your busi-
ness processes to deliver timely and streamlined experiences
that increase customer satisfaction.
By implementing event-driven, contextual communication that
eliminates delay from business workflows, your company can
become more responsive to changing market conditions and
bring new services to market more quickly. And Avaya allows
you to embed communications into applications without fork-
lifting infrastructure, replacing devices, adding a separate call
control platform, or changing the user experience.
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Collaboration For Dummies, Avaya Custom Edition18
Avaya ACE (Agile Communication Environment) extends the
power of real-time collaboration to business processes, sup-
ports preferred user experiences while also preserving IT
investments, and makes communications-enabled business
processes (CEBP) simple to deliver through a broad applica-
tion developer ecosystem.
For Your IT Department: Build
an Interconnected Enterprise
With a properly designed underlying architecture that is based
on open standards, you can easily deploy new, interconnected,
and fully integrated systems and applications in your enterprise.
You can now virtualize much of your infrastructure, centralize
the management of these systems, and, over time, consolidate
your various systems. Common services and common manage-
ment allows you to leverage a multi-vendor infrastructure and
deploy best-in-breed solutions to serve your end users and
business, and simplify life for your IT department (see the “Case
study: United Airlines” sidebar for a real-life example of how
United Airlines is using collaboration to achieve real benefits for
their centers of value).
Avaya Aura is the underlying architecture for the entire
enterprise enabling a completely interconnected framework,
with interactions in all modes (not just voice), to be able to
connect to any application — or any user ANYWHERE — an
enterprise without boundaries!
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Chapter 2: Introducing a Better Way to Collaborate and Communicate 19
Case study: United Airlines
U.S.-based United Airlines (www.
United.com) is a global organiza-
tion that relies heavily on technology
to harmonize all aspects of its busi-
ness operations.
Business Issues
✓ Execute cost efficiencies that do
not negatively impact passenger
service
✓ Develop a highly efficient global
communications network to
enhance collaboration and inte-
grate seamlessly into a wide
range of endpoints and third-
party systems/platforms
Solution
Avaya Aura Communications Platform,
Avaya Meeting Exchange, Avaya
Modular Messaging, Avaya one-X
products, SIP Enablement Services
Business Value
✓ Eliminated outside conferencing
servicecostswithAvayaMeeting
Exchange saving approximately
$1 million in the first three years
and ongoing savings of more than
$30,000 per month
✓ Enhanced collaboration now
helps United fill airplanes to 80
to 83 percent seat occupancy
(versus 65 to 70 percent previ-
ously), creating a significant
avoidance of revenue loss due
to unsold seats
✓ Improved collaboration enabled
20 percent fewer flights (and
related costs) while the number
of passengers increased more
than 12 percent
✓ Easier/quicker deployment of
systems and seamless integra-
tion with other types of switching/
platforms was vital for the United-
Continental merger
✓ Flexibility in end-user equipment
enabled easier integration
✓ Reduced equipment footprint
offered energy savings of 10
percent
✓ Unified messaging and presence
allow productivity gains and
enables delivery of a superior
passenger experience
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Collaboration For Dummies, Avaya Custom Edition20
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Chapter 3
TheRightExperience
forEveryPerson
In This Chapter
▶ Recognizing different roles, different people, and different needs
▶ Matching collaboration tools to your “collaborators”
An effective enterprise collaboration strategy supports the
unique needs of your employees by giving them the spe-
cific tools they need for their individual roles and responsibili-
ties. Business technology needs to be simple and usable. With
increased pressure on business performance and more work
demanded from fewer people at a faster pace, technology in your
enterprise must make it easier to make smart, fast decisions and
not overwhelm employees or clutter their work spaces.
This chapter talks about the different types of users — power-,
visual-, mobile-, and desktop-collaborators — their different
roles, and the different collaboration tools they need to drive
increased productivity, greater profitability, and better differ-
entiation for your enterprise in the marketplace.
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Collaboration For Dummies, Avaya Custom Edition22
Different People, Different Needs
It is important to recognize that “one size does not fit all”
because people in different roles work in different ways and
need different tools, depending on the job they need to get
done. An effective collaboration strategy provides the right
tools for the right people — not every tool for everyone
(see Figure 3-1).
POWER
COLLABORATOR
• Time is money
• Continuously switching
• People-centric
Avaya Flare™ Experience
Avaya Aura™ application services
Avaya web.alive™
Avaya ACE™
• On-time, on-budget
• Shared understanding across
dispersed teams
• Project-centric
Avaya Flare™ Experience
or Avaya Video Conferencing Solution
or Avaya one-X®
Communicator
or Avaya web.alive™
• Supporting teams
• Respond rapidly across all media
• Productivity-centric
Avaya one-X®
Communicator
Avaya Aura™ Conferencing + Web
Avaya Video Conferencing Solution
Avaya Flare™ Experience
or Avaya ACE™
• Work from anywhere
• Limited time, bandwidth
• Get-it-done-now-centric
Avaya one-X®
Mobile
Avaya Aura™ Conferencing
Avaya Aura™ Messaging + Speech
Avaya ACE™
MOBILE
COLLABORATOR
VISUAL
COLLABORATOR
DESKTOP
COLLABORATOR
Figure 3-1: Different people, different needs.
Avaya collaboration brings together the right people with the
right information in an environment that delivers business
results in real-time.
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Chapter 3: The Right Experience for Every Person 23
The “Time Is Money”
Power Collaborator
For the “power collaborator,” time is money. Power collabora-
tors are people-centric, always on the go, constantly moving
between tasks, and always needing to quickly marshal the
right resources for their customers. The user experience has
to be simple and seamless to empower these highly collabora-
tive but non-technical workers. Power collaborators include
people such as brokers, consultants, doctors, executives,
high-value customer care specialists, lead knowledge
workers, and project managers.
Avaya Flare Experience
Avaya Flare offers a uniquely compel-
ling multi-modal collaboration experi-
ence. Delivered on the Avaya Desktop
Video Device,  the Avaya Flare
Experience offers quick-and-easy
access to real-time communications
and collaboration tools. Capabilities
include desktop video, social media,
audio/video/web conferencing, mul-
tiple directories, presence, instant
messaging, and contextual history. It
eliminates the need to use different
interfaces and different directories to
communicate across various tools.
The Avaya Desktop Video Device is a
collaboration tool with high-definition
video and high-quality audio com-
bined with a capacitive touch-screen
interface. The AvayaFlareExperience
and Desktop Video Device together
enhance user productivity and enable
easy collaboration.
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Collaboration For Dummies, Avaya Custom Edition24
Avaya Flare Experience, Avaya Aura application services,
Avaya ACE, and Avaya web.alive are perfect for your
power collaborators.
The “On-time, On-budget”
Visual Collaborator
Visual collaborators are often project-centric, geographically
dispersed teams that are focused on delivering results on-time
and on-budget. They have a shared understanding of their
team’s goals. Examples of visual collaborators include artists
and designers, project and deal teams, technical customer
care representatives, and technology teams.
Avaya Video Conferencing Solution, Avaya one-X Communicator,
Avaya Flare Experience, or Avaya web.alive are all great tools for
the visual collaborator.
Avaya Video Conferencing Solution
The Avaya Video Conferencing
Solution provides a wide range of
high-definition (HD) video conference
room devices with an open-standards
approachforinteroperabilitywiththird-
partyvideohardwareandapplications.
TheAvayalineofmediaandcommuni-
cations servers delivers the full power
of Avaya Aura software through desk-
top video, office and conference room
video, multipoint video, and contact
center applications.
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Chapter 3: The Right Experience for Every Person 25
The “Work from Anywhere”
Mobile Collaborator
Mobile collaborators are hybrid users that cross over between
different roles and different ways of collaborating. They are
focused on “getting it done now” and must often deal with tech-
nical communications challenges such as limited bandwidth
and poor reception or spotty coverage. Mobile collaborators
include consultants, executives, high-touch customer care
specialists, and sales professionals.
Avaya one-X Mobile, Avaya ACE, Avaya Aura Conferencing,
and Avaya Aura Messaging+Speech go well with the
mobile collaborator!
Avaya one-X Communicator
Avaya one-X Communicator lets you
turn your desktop or laptop into a
complete communications center
for voice, video, conferencing, IM,
and more. Connect a USB headset,
Bluetooth headset, speakers, mobile
phone, or any standard desktop
phone. Integrate with Microsoft
Office Communicator and other pro-
ductivity tools. Includes support for
H.323 and SIP endpoints.
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Collaboration For Dummies, Avaya Custom Edition26
The “Highly Productive”
Desktop Collaborator
Desktop collaborators are focused on supporting teams and
responding rapidly across different types of media. Desktop
collaborators include back-office workers, general customer
care specialists, knowledge workers, and technology teams.
Avaya one-X Communicator, Avaya ACE, Avaya Aura
Conferencing+ Web, Avaya Video Conferencing Solution,
and Avaya Flare Experience are the best tools for your
desktop collaborators.
Avaya one-X Mobile
Go mobile and take your Unified
Communications — and user pro-
file — along with you. Regardless
of what device you are using, call-
ers see one number when you call
and use one number to reach you:
your business number. Move calls
seamlessly from desktop to mobile
and back. Avaya one-X mobile
extends the reach of your Avaya Aura
applications and features such as
corporate directories, visual voice-
mail, messaging, and conferencing.
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Chapter 4
CreatingaCollaboration
PlanforYourBusiness
In This Chapter
▶ Getting started with a simple, two-step approach
▶ Digging into the nitty-gritty details of your collaboration plan
The previous chapters talk about the new, enhanced user
and customer experiences that are possible through
collaboration — and the resulting business benefits. So, how
do you get there from here? Where do you start, what do you
do first, and what happens next? In this chapter, it’s time to
start the thinking and planning process, and to develop a
phased approach for your collaboration initiatives.
Delivering the Experience
through a Phased Approach
As with any large project or major initiative, you need to
develop a phased approach. It simply isn’t practical or afford-
able to “rip and replace” your existing communication sys-
tems and infrastructure — and you certainly can’t “rip and
replace” your company culture and ingrained processes!
Quick Start
The phased approach starts with the rollout of select core
capabilities. Unified communications (UC) and collaboration
aren’t “everybody gets everything” technologies for technol-
ogy’s sake. It’s about specific people, doing specific work,
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Collaboration For Dummies, Avaya Custom Edition28
within specific processes in your organization. New applica-
tions need to rapidly deliver impact and benefits for those
people. The priority for collaboration applications is thus
driven by the people and processes where you can quickly
achieve the most business impact, so you have to discover
these opportunities within your organization.
Select and deploy core applications and capabilities that will
provide immediate productivity enhancements and other
benefits in the Quick Start phase.
Build Out
The next step in the phased approach is to incrementally build
out your collaboration and communications infrastructure — a
“self-funded roadmap” in which each step pays for itself, deliv-
ers new value, and establishes a foundation for further steps.
This takes some thought and planning because it isn’t always
immediately obvious what is possible, what will work best,
and in what order.
As you scale these applications to more people and more
parts of your business, your planning must become more
“architectural” — you’ll be evolving from your current sys-
tems into a more flexible communications architecture that
allows you to rapidly deploy the right applications to the
right users in more flexible ways.
Once your infrastructure is in place, identify new areas of
development (such as call centers and video for all) and
tactically role out these additional applications and, as
returns are realized, you’ll be able to fund your next steps.
Smart Planning in the
Phased Approach
Looking at the phased approach in more detail, you can break
down both the Quick Start and the Build Out phases into four
important tasks that are performed in both phases:
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Chapter 4: Creating a Collaboration Plan for Your Business 29
✓ Understand core business priorities. What is preventing
you from attaining your business objectives?
✓ Identify key users and business processes. What
processes, work profiles, and target users will benefit
the most?
✓ Target for maximum immediate return. Who are your
key users? Which applications will help them the most?
What integrations are needed between business pro-
cesses and applications?
✓ Incrementally build to a reference architecture. What
“self funded” steps will save you money, lower total cost
of ownership (TCO), and increase agility? How can your
existing investments be leveraged and extended?
Understand core business priorities
First, you must understand your core business priorities. This
may seem obvious, but in these tough economic times, many
of us have actually lost sight of this! We have been focused
on the tactical and may not be aligned with how our overall
business has fundamentally changed over the past few years.
With a better understanding of business priorities, you can
then look at the obstacles to reaching your most important
business objectives. Doing this provides you with an umbrella
framework that will suggest business areas to target. To iden-
tify some of these obstacles, ask questions such as:
✓ Do you have new product/service creation challenges?
✓ Are there new competitive and customer demands for
innovation in your market place?
✓ Is customer retention a problem? Or are you reaching
out to new demographics and customers?
✓ Are there new channels? Or channel training and
knowledge issues?
✓ Is there a sales or services gap?
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Collaboration For Dummies, Avaya Custom Edition30
Identify key users and
business processes
Within a given business area, you then look at key users and
roles. The idea of roles and work profiles is important here.
Different roles have very different communications needs,
even when they are using the same tools. Power collabora-
tors and executives work differently from back-office workers.
Mobile collaborators work differently from the global R&D
team collaborating to create your next innovation. Customer-
facing advisors and consultants work very differently from
formal contact center service agents (see Chapter 3 to learn
more about the different roles and work profiles).
Target for maximum
immediate return
Now, it’s time to ask the most important question: “Where do I
get the most bang for my buck?!” Is it video between your dis-
tributed users? Rich, multi-modal collaboration across teams?
Or new customer experiences in a particular customer seg-
ment? You have to find the priorities in your organization. Turn
to Chapter 7 to see what UC applications you can roll out to
drive real competitive differentiation, cost savings, and produc-
tivity gains, and to quickly maximize your return on investment!
Incrementally build toward your
end design architecture
Your collaboration plan and the “phased approach” create
a sequenced methodology — building blocks — that, with
smart planning and execution, will evolve and optimize your
enterprise network over time into a well-oiled, finely tuned
machine. In this end-state design, your business and commu-
nications applications, communications architecture,
and network work together to provide
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Chapter 4: Creating a Collaboration Plan for Your Business 31
✓ An integrated approach for users and customers
✓ Communications-enabled business applications
✓ The right targeted applications for the right users
✓ Enterprise-wide architecture that increases agility
and lowers TCO
✓ Cost-effective, always-on, energy-efficient, and
scalable networking
As you move forward with specific targeted applications for
your specific needs, you can be assured that you are building
out a consistent reference architecture that will support your
business needs for the future.
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Collaboration For Dummies, Avaya Custom Edition32
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Chapter 5
BuildingaNew,Session-
basedArchitecture
In This Chapter
▶ Contrasting traditional versus session-based communications
▶ Constructing a new foundation for your communications architecture
Traditional communication systems are disjointed, closed,
and deployed on a location-by-location basis. This was
great for the business needs of the 20th century, but it is not
scalable or flexible enough to meet the challenges and needs
of today’s enterprise.
SIP (Session Initiation Protocol) is clearly the key ingredient
for unified communications (UC). But it is how you apply it in
your session-based environment that will allow customers to
capitalize on its potential.
In this chapter, we define a new communications architecture
that will support your business challenges today — and in
the future.
Sessions Transform the
Act of Communicating
The user experience defines how people will interact with
communication services and more importantly, other people.
How those experiences are orchestrated takes place behind
the scenes and are driven by SIP, managed within sessions.
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Collaboration For Dummies, Avaya Custom Edition34
SIP is an open signaling protocol standard for establishing,
managing, and terminating real-time communications over
large IP-based networks.
SIP Session management allows you to focus on the purpose
of your interactions instead of how they are constructed.
Hence, as you move from traditional communications (see
Figure 5-1) — as most of us do today — to session-based
communications (see Figure 5-2), you shift from the tactical
operation of your tools to facilitating the fluid exchange of
ideas and information between people.
• Users go to services to reach people
• Sequential use of discrete communication
services
• Disjointed experience and threads
• Services based on location specific systems
and devices
• Capabilities are application specific
Traditional Communications
Figure 5-1: Traditional communications.
Rather than:
✓ A user accessing a service to reach someone, services
and people are brought to the session
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Chapter 5: Building a New, Session-based Architecture 35
✓ The sequential manner in which discrete communication
services are used today, it will be like living in a confer-
ence where both multi-modal services and people can
come and go as needed
✓ Disjointed experiences and threads, people will have a
seamless contextual experience
✓ Services users can access being defined based on what is
available at their specific locations, they’ll be granted ser-
vices based on a user profile designed to meet their needs
✓ Capabilities being offered based on which application a
user is using, capabilities from a variety of services can
be sequenced together to meet specific needs
This approach makes it easy to take customer interactions
that start anywhere — in stores, branches, other offices, and
other countries — and just connect them as needed to appli-
cations, contact centers, and other resources.
• Services and people are brought to the session
• “Conferencing” of multi-modal communications
• Seamless contextual experience
• Services based on user profile
• Capabilities are sequenced based on need
Session-Based Communications
Figure 5-2: Session-based communications.
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Collaboration For Dummies, Avaya Custom Edition36
Sessions-based communications also change the whole
dynamic of customer self-service. Self-service engines for all
communication modes — including VoiceXML (eXtensible
Markup Language) applications for voice, natural speech,
video, and other modes — can now exist anywhere in the
enterprise, and be centralized and shared as highly-scalable,
highly-available resources for all kinds of needs.
Imagine the possibilities — from simple announcements in a
remote location, to:
✓ Easily accessible “where’s my order” type lookups
✓ Dialog-driven decision-making about how to handle
a customer
✓ In-queue multi-modal information treatments while
waiting for an agent
✓ Full self-service business applications
All of this can be done independently of any particular con-
tact center and without using up resources within the contact
center. The full contact center with real agents becomes just
another accessible resource.
As you add agents and resources to support the customer,
the “session” concept becomes even more important. Instead
of classical “call routing,” you bring service to the customer,
all within the behind-the-scenes session that you have created
to “anchor” the customer interaction.
If you add other communication modes — a video stream
to a voice call, an instant message, or a social networking
interaction — all are consistently integrated with the same
customer information and other ongoing communications.
Similarly, as you add additional people to help — another
agent, a supervisor, an expert, a financing resource in a sales
call — they all participate in the same session and can easily
access the same shared information, within the same context,
and might also communicate between themselves with pres-
ence, instant messaging, and other modes.
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Chapter 5: Building a New, Session-based Architecture 37
All communication modes (not just voice calls) are easily
connected to any application or user anywhere, along with all
essential and continuously growing context information. This
is a core benefit of an underlying SIP technology — information
and communication in the same “envelope.”
Upgrade Infrastructure to a
Session-based Environment
Traditional communications equipment can’t run over a net-
work so each location needs its own complete infrastructure.
The new session-based approach to communication starts out
by architecting the entire enterprise as a completely intercon-
nected communications framework.
This approach follows the same deployment model as today’s
web- and IP-based applications, using a centralized architecture
based on components that are loosely coupled and standards-
based. Telephony and other collaboration solutions become
centrally deployed services that can be distributed to remote
locations over the network, just like any other corporate appli-
cation. This type of centralized architecture is far simpler than
traditional voice architectures and scales with the organization.
The architecture is characterized by:
✓ Communications applications deployed centrally in cor-
porate data centers and distributed over the network
✓ Foundation based on industry standards such as SIP and XML
✓ Elimination of dependencies among user devices, access
points, and applications
✓ Support for multi-vendor environments including mixed
legacy and newer, IP-based systems
✓ Ability to add new features incrementally without having
to do a forklift upgrade
✓ Use of central SIP trunking that is shared across the
enterprise, reducing the need for local trunking at
separate locations
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Collaboration For Dummies, Avaya Custom Edition38
This new session-based environment provides many benefits
and overall design simplification. In a traditional environment,
connections need to be made between every location that cre-
ates a management burden. With a session-based environment,
all of the data is sent back through a centrally managed infra-
structure. This type of architecture delivers real value because
it is truly manageable — another key to successful deployment
and adoption of business-critical collaboration solutions.
Avaya Aura provides the underlying infrastructure for a com-
pletely interconnected, sessions-based architecture for your
entire enterprise that enables you to execute your organiza-
tion’s collaboration strategy and achieve its many benefits!
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Chapter 6
Implementinga
CollaborationSolution
and Avoiding the
“BridgetoNowhere”
In This Chapter
▶ Getting help with your deployment
▶ Stepping through a successful implementation
▶ Finding the right partner to help you maintain your solution
Acollaboration solution can deliver consistent, positive
results that will have a significant and measurable busi-
ness impact in almost any organization. The key to a successful
implementation is to approach it as a business transformation
and to focus on the business issues at hand and the design of
your communication processes — not on the technologies.
In this chapter, you walk through the steps to a successful col-
laboration solution deployment for your organization including
planning, design, implementation, and support; and you learn to
avoid some common pitfalls along your collaboration journey.
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Collaboration For Dummies, Avaya Custom Edition40
Four Steps to a Successful
Implementation
To guide you through the steps of a successful implementa-
tion, Avaya Professional Services (APS) has developed a best
practices methodology. The APS methodology to achieve suc-
cessful results in a collaboration project includes a full range
of capabilities in four key areas:
✓ Plan and design
✓ Develop and integrate
✓ Test, train, and deploy
✓ Optimize
You can engage APS or a trusted business partner for help with
any one, or all, of these areas as early as possible to best accel-
erate and extend the value of your collaboration solution.
Plan and design
The plan and design step helps you to align collaboration
with your business goals, from business case development
to solution definition and long-term roadmap planning. Three
distinct services are defined in the plan and design step:
✓ Business Communications Advisory Services identify
and qualify business communication improvement strat-
egies through structured discovery, benchmarking, and
review. Your trusted partner will work with your team
to understand your business requirements and hold col-
laborative workshops with key stakeholders to develop
a strategic roadmap that will best drive your results.
✓ Audit Service provides an in-depth view of your communi-
cations network and associated collaboration applications.
After analyzing your current configuration, performance,
and capacity, and identifying design deviations from best
practices, you get an expert perspective and recommended
changes to resolve any issues that are identified and to
avoid potential problems.
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Chapter 6: Collaboration Solution and Avoiding “Bridge to Nowhere” 41
✓ Self-Funded Roadmap delineates and prioritizes steps
to harvest cost savings, execute business improve-
ments, and deploy technologies. This approach guides
you through a defined process that includes continuous
assessments of success metrics during a multi-year plan.
Develop and integrate
Following the planning and design phase, your partner can
provide you with the necessary technical expertise to validate
your technical architecture and fully integrate a collaboration
solution. A readiness assessment helps to confirm that your
network is prepared prior to implementing a new solution.
Using traffic simulation and Key Performance Indicator (KPI)
testing, you can determine what changes are needed to suc-
cessfully and efficiently integrate your solution.
Test, train, and deploy
When you are ready to put your plan into action, your project
team can deliver a smooth deployment with critical operational
readiness planning and end-to-end testing of your collaboration
solution, including simulations and load-based methodologies.
Implementation services include network design, installation
and commissioning, integration and acceptance, and knowl-
edge transfer.
Stress testing gives you the highest levels of confidence for
optimal performance of newly deployed technologies. Based
on testing scenarios developed to emulate real-world condi-
tions, live traffic is run over your actual network.
Optimize
Finally, regularly assess your collaboration solution to ensure
it continues to meet your changing needs, and to maximize
the return on your investment.
Performance and capacity management provides ongoing
monitoring and improvement with specific KPI and SLA
(service-level agreement) targets.
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Collaboration For Dummies, Avaya Custom Edition42
Assessing communication-enabled business processes (CEBP)
for potential improvements is another important area to con-
sider. For example, a trader or other customer-facing special-
ist who receives a client call can have a screen popup appear
with detailed context, trigger an automatic conference with
colleagues or the client based on pre-defined business events,
send personalized audio messages simultaneously to a large
distribution list, and record all interactions, all within the
customer relationship management software interface.
Understanding Support
Programs and Services
Today’s critical and increasingly complex business communica-
tion systems require robust support capabilities to minimize
costly downtime and ensure optimum performance. Businesses
must carefully evaluate their options and approach support
programs and services as a strategic decision.
Your support provider must have advanced troubleshooting
capabilities across complex multi-vendor systems and
converged networks.
In the past, companies had relatively simple telephone
systems — often a single-vendor Private Branch Exchange
(PBX) — and little or no integration with other networked
systems.
Today, many more businesses typically have a heterogeneous
communications and network infrastructure consisting of
multi-vendor solutions deployed across the enterprise. These
include a wide array of end devices, hardware and software
applications, and remote access tools for end users, as well
as communication-enabled business processes that are vital
to the organization’s core operations. Increasingly, these
systems operate in a converged environment that transports
both voice and data over a common network infrastructure.
Rather than getting caught in the middle of a frustrating and
costly finger-pointing session between multiple vendors, select
a support provider with the specialized skills and capability to
proactively support a complex, multi-vendor environment.
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Chapter 6: Collaboration Solution and Avoiding “Bridge to Nowhere” 43
Other important factors to consider include proactive monitor-
ing, around-the-clock support (both remote and on-site), com-
prehensive support (not limited to break/fix), and easy access
to online self-service tools such as a knowledge database.
Avoiding Collaboration Pitfalls
The road to successful collaboration isn’t always a smooth one,
and it can sometimes lead to the proverbial bridge to nowhere.
The reasons for this can vary widely — from focusing on the
wrong parameters for success to depending on the collabora-
tion technology itself to carry the day.
Link collaboration systems
across branch silos
Interconnected systems enable collaboration to achieve its
full potential. Yet organizations tend to have many siloed
systems. They buy Product A from Vendor A even though
Product A can’t be easily integrated with phones from
Vendor B or video systems from Vendor C.
Internal departments or groups that make their own IT purchas-
ing decisions often end up in silos. Say that the claims division
of your insurance company decides to buy a videoconferencing
solution for training, but it isn’t compatible with the videocon-
ferencing solution your executive group implemented to reduce
travel. And neither one ties in to your phone, e-mail, or calendar
systems. This scenario is the biggest roadblock to nurturing col-
laboration and, unfortunately, it’s very common. You can’t even
assume that products from a single vendor will work together,
much less systems running on different platforms.
System silos are also often created through mergers and acquisi-
tions. For example, a financial services firm made what appeared
to be a great acquisition of a mid-size bank. Then, only after the
deal closed, did the company actually look at the technologies
and touch points of the acquired business. It found 15-year-old
telephone PBXs (Private Branch Exchange) and voicemail sys-
tems that the vendor hadn’t supported in years. The acquiring
company had to somehow retrieve the intelligence from all
those systems and migrate it to the collaboration systems it was
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Collaboration For Dummies, Avaya Custom Edition44
using. This slowed down the Time-to-Value (TTV) service and
increased the overall cost of the deal.
With the right infrastructure, you can integrate older legacy
systems at your own pace, as your budget allows. Make sure
that your collaboration solution connects to other key sys-
tems so that you achieve optimum performance and return
on your investment (ROI):
✓ Will you be able to integrate it into your existing e-mail,
voice, and data communications systems?
✓ Does it possess any synergies with other collaboration
systems you’ve already installed?
✓ Does it add value across your business, or will the
benefits accrue solely for a particular department?
Given the rich feature sets in the wide array of collaboration
tools currently available, you shouldn’t have to settle for
limited functionality and/or standalone products to reap
the advantages of collaboration.
Make sure your vendor has a
defined product road map
Businesses must be attentive to what’s happening in the
communications industry. Larger vendors are swallowing up
smaller or weaker players. Although sometimes the product
road map of the acquired company remains unchanged, fre-
quently consolidation translates into major upheavals for the
customer base. Products can be altered so dramatically that
there’s no upgrade path. Worse yet, products may be discon-
tinued altogether.
Businesses should be wary of committing to small, niche players
that could be considered attractive acquisition targets to avoid
being left on a technology island. Likewise, some larger vendors
have adopted a “scorched Earth” policy of buying up every small
player in their competitive landscape. Such companies often
have no strategy for integrating newly acquired technologies and
simply attempt to re-brand the technologies as a bolt-on solution
that fits poorly into their collaboration portfolio. Make sure that
your communications technology vendor has a defined product
road map and a long-term collaboration strategy.
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Chapter 6: Collaboration Solution and Avoiding “Bridge to Nowhere” 45
Don’t fall into the “If it ain’t
broke, don’t fix it” trap
Businesses realize that it costs something to do nothing, yet
many subscribe to the old adage, “if it ain’t broke, don’t fix it.”
If your lawnmower is doing a decent job of cutting the grass,
and it isn’t burning oil or leaking gasoline, you aren’t going to
monkey with it. But a collaboration system isn’t a lawnmower
and for businesses, the stakes are much higher. An electroni-
cally integrated workforce spurs innovation, allows people to
share knowledge, and inevitably leads to better productivity,
reduced costs, and higher profits. An investment in that capa-
bility is a competitive advantage that has a defined ROI and
can be positively linked to revenue growth.
Understand the role of
communications in nurturing
a “learning organization”
A learning organization assumes that its members partici-
pate in ongoing and continuous learning. It values creative
processes and recognizes them as critical to responding to
changes in its environment.
Collaboration is key to transforming your business into a
learning organization. If you have an expert located in China,
putting that person on a plane and flying her across the globe
to share information with a U.S.-based team is difficult and
impractical in today’s real-time, global business environment.
By making it easy for that expert to collaborate with her col-
leagues from a remote location, you can not only save money,
but also increase thought leadership, speed development,
boost product innovation, and improve profitability.
And although technology is important, the organizational
culture matters as well. Collaboration is much more about
sharing information. Create an environment that encourages
employees to collaborate and provide them with the tools
that support that way of working, and you can transform
your business into a true learning organization.
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Collaboration For Dummies, Avaya Custom Edition46
Consider the potential of
collaboration rather than just
the cost of the technology
Many organizations don’t budget for collaborative technology,
so they tend to be averse to the cost of such systems. They
don’t ask how much money they could save if they replaced
quarterly face-to-face meetings with virtual meetings that
used video, text, chat, or WebEx. They don’t understand how
to accrue smaller, incremental benefits of collaboration that
add up to a real ROI. And that’s where they err.
Individual technologies typically don’t provide a massive ben-
efit in terms of revenue growth or cost reduction. But return
on investment can be achieved with collaboration, for exam-
ple, by giving a laptop and USB camera to a mechanic at a car
dealership. With these tools, he can show the manufacturer
exactly what the car looks and sounds like. He’s no longer just
describing problems over the phone. If the car manufacturer
doesn’t have to send a factory representative out to that deal-
ership, it realizes a real savings in cost and time.
Other collaboration tools can deliver similar returns. Add
them all up and you get the full picture — not only of total
cost of ownership, but also of the true returns you are
getting on the investment.
Find the right business partner
to help you succeed
Choosing the right partner to help you implement your col-
laboration solution is a crucial first step. Although some
organizations are able to implement new technologies without
outside resources, to gain the maximum business benefit from
your collaboration solution, you can leverage the expertise
of a trusted business partner. That partner, such as Avaya
Professional Services (APS), will help you navigate a success-
ful implementation of your collaboration project to optimize
the solution to the specific needs of your enterprise and
unique groups within it — as well as work with you ongoing
for health checks, new needs, training, and trouble shooting.
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Chapter 7
Ten (Okay, Nine) Great
ThingsYouCanDowith
CollaborationNow!
In This Chapter
▶ Reviewing basic UC and collaboration capabilities
▶ Taking your collaboration strategy to the next level!
In Chapter 4, we talk about the Quick Start framework for
building out your collaboration plan. In this chapter, we
take a look at some of the additional capabilities that would
benefit your collaboration strategy and self-funded roadmap.
We describe some of the unified communications (UC) fea-
tures you may already be using and explore the realm of
what’s possible — and what’s next for you! Take a peek and
figure out what else you can do with collaboration to drive
increased productivity, differentiation, and profitability in
your enterprise now!
It’s Time to Build Out!
If you’ve already deployed a UC solution in your enterprise,
you are probably somewhat familiar with the portfolio ele-
ments described here. However, if these capabilities weren’t
part of your Quick Start Strategy, it’s a great time to take a
closer look at them now.
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Collaboration For Dummies, Avaya Custom Edition48
Mobility
From frequent travelers and teleworkers to employees who
have an office but rarely use it or who don’t even have a desk
(such as retail, hospitality, and healthcare front line people),
more than a billion people around the world are considered
mobile workers. Powerful UC clients for desktops, laptops,
and handheld devices, and better broadband and Wi-Fi data
options are creating opportunities for an array of new mobile
collaboration services.
A mobility portfolio that connects
users anytime, anywhere
Avayaone-Xclientsdeliverasoftware-
based user experience that lets
you easily deploy consistent mobil-
ity and communications strate-
gies across desktops, laptops, and
mobile devices, and drive enterprise
performance by:
✓ Simplifying reachability.
Multiple reach numbers, com-
peting messaging systems,
people guessing how best to
reach you. Avaya one-X makes
a user’s profile the same regard-
less of the device being used and
provides a single phone number
and voicemail box.
✓ Connectingtocustomers.Missed
calls mean lost sales and frus-
trated customers. Avaya one-X
is designed to minimize missed
connections. Incoming calls can
simultaneously ring on up to five
devices. Easily send calls to any
device or location based on your
customized schedule.
✓ Extending expertise. Your cus-
tomers are everywhere and with
Avaya one-X, critical exper-
tise and decision-making can
be everywhere, too. Presence
information shows availability of
colleagues, executives, subject
matter experts, and others. See
at a glance who is online, on the
phone, or on vacation.
✓ Connecting seamlessly. The
“mobility=travel=cellular”equa-
tion barely captures the evolving
state of mobility in today’s enter-
prise. Many “mobile” workers
never leave the campus. Avaya
one-X provides connectivity to
your enterprise communications
as you move from conference
room to project groups and back
to your desk.
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Chapter 7: Ten (Okay, Nine) Great Things with Collaboration Now! 49
As mobility becomes the rule rather than the exception, enter-
prise mobile communications strategies are evolving to deliver
tools that maximize individual and team performance — for
anytime, anywhere collaboration.
Presence
With UC, you can specify your communications preferences
and availability, letting employees know in real-time when
you’re available and how they can reach you. Presence makes it
easier for a caller to reach a person who’s available and willing
to be called, by enabling people to inform others of their status,
their availability, and how they can be contacted before a com-
munication session even begins.
Visual voicemail
How much time and effort do you spend “managing” multiple
voicemail boxes? For every mailbox, you have to set up and
regularly update your greeting, check for new messages, and
remember the different methods for accessing each and every
one of them. And how do you forward a voicemail from your
cell phone to a systems engineer on your corporate system?
All of this can be confusing and frustrating, and ultimately it
affects your productivity and negatively impacts your abil-
ity to respond to calls in a timely manner — which can lead
to some very unhappy customers. You can regain control of
your messaging using UC capabilities such as:
✓ Cross-media reply: Reply to voicemails in various media
formats including voicemail responses to e-mail, and
e-mail or text responses to voicemail.
✓ Single voicemail: Manage just one voicemail box that
you can access anywhere and send notifications to your
office and cell phone, as well as e-mail.
✓ Unified messaging: You can get e-mail, voicemail, and
faxes in a single mailbox and have your e-mail messages
read to you with text-to-speech capabilities.
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Collaboration For Dummies, Avaya Custom Edition50
Audio, video, and web conferencing
Video makes closely and rapidly collaborating teams much
more effective when working across different locations and
cultures. Being able to see, properly interpret, and have more
focused interactions helps people understand each other and
make better decisions. Your teams may be global, have differ-
ent primary languages, and extend across partners, suppliers,
and supply chains — all of which make enhanced collabora-
tion capabilities vital to the success of your business.
UC enables you to host audio, web, and video conferences
on your own network, which saves you a lot of money! UC
conferencing capabilities include
✓ Click-to-call, click-to-conference: Allows participants to
dial a number or join a conference directly from a web
browser or e-mail message.
✓ Conference call-out: Start meetings on time by having
your conferencing system call out to the meeting host and
participants, instead of waiting for everyone to dial in.
✓ Integrated scheduling: Features, codes, and links associ-
ated with a conference call can be automatically included
in the meeting invite. Users can then click-to-join or click-
to-see the roster of participants during the call.
Contact center
With expertise and valuable intellectual property spread
throughout the enterprise, speed to essential resources is a
major differentiator for companies. First contact resolution
(FCR) allows enterprises to measure and quantify service and
is increasingly being used across the business. As the front line
to customers, many contact centers today are focusing on FCR
as opposed to other metrics such as average talk time.
Fueled by SIP (Session Initiation Protocol) and using the power
of presence, collaboration capabilities within the contact center
enable agents to access an expert anywhere, anytime, within and
outside the organization. Agents can satisfy customers’ needs
on the spot as they can quickly and easily see which experts are
available to help with a customer inquiry in real-time. Expert
buddy lists can be displayed based upon a variety of parameters
including time of day, expertise, and even the context of the
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Chapter 7: Ten (Okay, Nine) Great Things with Collaboration Now! 51
customer interaction. The agent can then collaborate with the
expert via phone or instant messaging, regardless of where
the expert resides.
Collaboration in the contact center has proven impacts on cus-
tomer satisfaction, agent productivity, and the bottom line.
What Else Can You Deploy Now?
Taking your collaboration strategy to the next level in busi-
ness communications and truly transforming your business
means exploring the tools and technologies that help you
successfully achieve your business objectives. While some
of these cool new capabilities may seem a little futuristic,
when it comes to collaboration — the future is here!
Communications-enabled
business processes
Communications-enabled business processes (CEBP) and
applications can transform your enterprise providing signifi-
cant opportunities to improve worker productivity, speed
responses to critical situations, accelerate key processes,
and significantly enhance customer satisfaction.
Avaya ACE and CEBP
Avaya Agile Communication
Environment (ACE) extends an enter-
prise’s real-time communications
infrastructuretobusinessapplications
and processes quickly and easily.
A comprehensive set of packaged
applications provide out-of-the-box
functionality, while standards-based
developer toolkits make it simple to
integrate high- and low-level com-
munications functions with applica-
tions and complex workflows. CEBP
solutions that would have taken
telecommunications specialists
weeks or months to create can now
be developed by IT application devel-
opers in days. Tight integration of
Avaya ACE and Avaya Aura allows
enterprises to adopt centralized, scal-
able CEBP approaches to meet spe-
cific business needs, made possible
through a broad developer ecosystem
that includes the Avaya DevConnect
program, top global system integra-
tors, independent software vendors,
and other Avaya partners.
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Collaboration For Dummies, Avaya Custom Edition52
Immersive 3D environments
What if you could meet “face to face” with coworkers, customers,
and suppliers anytime — no matter where they live or work —
without the hassles and costs of travel or the expense and
resources required for videoconferencing, and with capabilities
far beyond basic voice and online communications? With the
right virtual environment software application, you can!
Social networking integration
If you have teenagers, look over their shoulders some time!
Does any of what you see on their monitor screen look any-
thing like your corporate website pages? Their experiences
are all highly dynamic and visual, whether it’s videos, video
games, or personal Skype communications. It is immersive,
user-driven, and action-oriented. If you want to reach and
excite this next generation of customers, and recruit and
train similar “youthful” talent into your channels and support
structures, then you need to become a lot more exciting!
Meet, sell, and learn with web.alive
Avaya web.alive offers an online
meeting space that is revolutionizing
remote meetings, online sales, and
distance learning. Avaya web.alive
enables you to fluidly move in an
immersive 3D environment, from indi-
vidual, to small group, to large group
conversations. It removes the barri-
ers to effective interaction and allows
face-to-facemeetingsfromanywhere
you have an Internet connection.
Immersive. Rich, 3D graphics and
audio are highly engaging for partici-
pants and help you establish cogni-
tive and social presence.
Intelligent. web.alive offers practical
tools and sophisticated analytics that
help you monitor and measure usage
and track a range of key metrics,
including collaboration effective-
ness, sales, advertising reach, and
brand recognition.
Integrated. web.alive integrates
with existing web pages, web appli-
cations, and real-time communi-
cations, and meets security and
privacy requirements.
10_9781118113752-ch07.indd 5210_9781118113752-ch07.indd 52 6/23/11 7:09 PM6/23/11 7:09 PM
These materials are the copyright of John Wiley & Sons, Inc. and any
dissemination, distribution, or unauthorized use is strictly prohibited.
Chapter 7: Ten (Okay, Nine) Great Things with Collaboration Now! 53
UC interfaces need to integrate into social networking envi-
ronments that are becoming increasingly enterprise relevant,
such as Facebook, Twitter, Skype, and others.
Third-party integration
Customers are looking for best-of-breed solutions that are
simple and easy to use, reduce costs, increase productivity,
improve customer satisfaction, and most importantly drive
a succinct customer experience. Together, Avaya, Microsoft,
IBM, SAP, Salesforce.com, and others offer greater business
value through integration where employees can continue to
access their favorite tools through a variety of platforms.
“The Power of We”
When collaboration is a natural and
spontaneous part of the workday,
everyone operates at a higher level.
People reach out for quick support
or validation, decisions are made
with more speed and confidence,
and combined strengths trump indi-
vidual abilities. With a three-tiered
approach to collaboration enable-
ment, Avaya UC can transform
your company from a collection
ofindividualstoacollaborativepow-
erhouse, making it a place where
“The Power of We” creates new
business-building standards of
performance.
10_9781118113752-ch07.indd 5310_9781118113752-ch07.indd 53 6/23/11 7:09 PM6/23/11 7:09 PM
These materials are the copyright of John Wiley & Sons, Inc. and any
dissemination, distribution, or unauthorized use is strictly prohibited.
Collaboration For Dummies, Avaya Custom Edition54
10_9781118113752-ch07.indd 5410_9781118113752-ch07.indd 54 6/23/11 7:09 PM6/23/11 7:09 PM
These materials are the copyright of John Wiley & Sons, Inc. and any
dissemination, distribution, or unauthorized use is strictly prohibited.

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Collaboration for Dummies

  • 1. ComplimentsofAvaya, globalleaderincollaboration Avaya Custom Edition Increase productivity and lower costs with collaboration Collaboration Lawrence C.Miller,CISSP FREE eTips at dummies.com®
  • 2. These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 3. Collaboration FOR DUMmIES ‰ AVAYA CUSTOM EDITION by Lawrence C. Miller, CISSP 01_9781118113752-ffirs.indd i01_9781118113752-ffirs.indd i 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 4. Collaboration For Dummies® , Avaya Custom Edition Published by Wiley Publishing, Inc. 111 River Street Hoboken, NJ 07030-5774 www.wiley.com Copyright © 2011 by Wiley Publishing, Inc., Indianapolis, Indiana Published by Wiley Publishing, Inc., Indianapolis, Indiana No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without the prior written permission of the Publisher. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at www.wiley.com/go/permissions. Trademarks: Wiley, the Wiley Publishing logo, For Dummies, the Dummies Man logo, A Reference for the Rest of Us!, The Dummies Way, Dummies.com, Making Everything Easier, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates in the United States and other countries, and may not be used without written permission. Avaya, the Avaya logo, Avaya ACE, Avaya Aura, Avaya Aura Collaboration Server, Avaya Aura Conferencing, Avaya Aura Contact Center, Avaya Aura Messaging, Avaya Aura Presence Services, Avaya Flare Experience, Avaya one-X Communicator, Avaya one-X Mobile, Avaya one-X UC All-Inclusive, and Avaya web.alive are trade- marks or registered trademarks of Avaya, Inc. All other trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book. LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WAR- RANTY MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN REN- DERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSIS- TANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARIS- ING HEREFROM. THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZA- TION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ. For general information on our other products and services, please contact our Business Development Department in the U.S. at 317-572-3205. For details on how to create a custom For Dummies book for your business or organization, contact info@dummies.biz. For information about licensing the For Dummies brand for products or services, contact BrandedRights&Licenses@Wiley.com. ISBN: 978-1-118-11375-2 Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1 Publisher’s Acknowledgments Some of the people who helped bring this book to market include the following: Acquisitions, Editorial, and Media Development Senior Project Editor: Zoë Wykes Editorial Manager: Rev Mengle Senior Business Development Representative: Sue Blessing Custom Publishing Project Specialist: Michael Sullivan Composition Services Senior Project Coordinator: Kristie Rees Layout and Graphics: Laura Westhuis Proofreader: John Greenough Special Help from Avaya: Lawrence Byrd, Andrea Henry, Claudine Thompson Berti 01_9781118113752-ffirs.indd ii01_9781118113752-ffirs.indd ii 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 5. Table of Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 Foolish Assumptions ................................................................. 1 About This Book ........................................................................ 2 Icons Used in This Book............................................................ 3 Where to Go from Here ............................................................. 3 Chapter 1: Understanding Today’s Business Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 Market Trends Driving Changes in Communications............ 6 Key Stakeholder Challenges ..................................................... 8 End-users .......................................................................... 9 Lines of business ........................................................... 10 IT departments............................................................... 11 Chapter 2: Introducing a Better Way to Collaborate and Communicate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13 The Three Centers of Value.................................................... 14 For Your Users: Deliver a Breakthrough Experience .......... 15 For Your Business: Improve Processes ................................ 17 For Your IT Department: Build an Interconnected Enterprise.............................................................................. 18 Chapter 3: The Right Experience for Every Person . . . .21 Different People, Different Needs........................................... 22 The “Time Is Money” Power Collaborator............................ 23 The “On-time, On-budget” Visual Collaborator.................... 24 The “Work from Anywhere” Mobile Collaborator ............... 25 The “Highly Productive” Desktop Collaborator................... 26 Chapter 4: Creating a Collaboration Plan for Your Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27 Delivering the Experience through a Phased Approach..........27 Quick Start...................................................................... 27 Build Out......................................................................... 28 Smart Planning in the Phased Approach .............................. 28 Understand core business priorities........................... 29 Identify key users and business processes................ 30 Target for maximum immediate return ...................... 30 Incrementally build toward your end design architecture.................................................... 30 02_9781118113752-ftoc.indd iii02_9781118113752-ftoc.indd iii 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 6. Chapter 5: Building a New, Session-based Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 Sessions Transform the Act of Communicating.................... 33 Upgrade Infrastructure to a Session-based Environment... 37 Chapter 6: Implementing a Collaboration Solution and Avoiding the “Bridge to Nowhere” . . . . . . . . . . .39 Four Steps to a Successful Implementation.......................... 40 Plan and design.............................................................. 40 Develop and integrate................................................... 41 Test, train, and deploy.................................................. 41 Optimize.......................................................................... 41 Understanding Support Programs and Services.................. 42 Avoiding Collaboration Pitfalls .............................................. 43 Link collaboration systems across branch silos ....... 43 Make sure your vendor has a defined product road map...................................................... 44 Don’t fall into the “If it ain’t broke, don’t fix it” trap.......................................................... 45 Understand the role of communications in nurturing a “learning organization” ......................... 45 Consider the potential of collaboration rather than just the cost of the technology......................... 46 Find the right business partner to help you succeed................................................................ 46 Chapter 7: Ten (Okay, Nine) Great Things You Can Do with Collaboration Now! . . . . . . . . . . . . . . . . .47 It’s Time to Build Out!.............................................................. 47 Mobility........................................................................... 48 Presence.......................................................................... 49 Visual voicemail............................................................. 49 Audio, video, and web conferencing........................... 50 Contact center................................................................ 50 What Else Can You Deploy Now?........................................... 51 Communications-enabled business processes.......... 51 Immersive 3D environments ........................................ 52 Social networking integration ...................................... 52 Third-party integration ................................................. 53 Collaboration For Dummies, Avaya Custom Editioniv 02_9781118113752-ftoc.indd iv02_9781118113752-ftoc.indd iv 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 7. Introduction People today have more communications options than ever before yet often have a harder time reaching and working with each other. We struggle to get or share informa- tion, to quickly help our customers, or to close a sale. We now have a dizzying array of technologies and communication platforms that can deliver voice, text, and even video. Yet it seems we have too many devices that don’t work together and too little time to get our jobs done. In our quest to make it convenient for anyone to reach us any- where, anytime, and in any way, it has actually become more difficult to simply communicate with each other. Determining the best way to get in touch with your customers, clients, and partners at any given time can be a daunting task, and letting people know how to get in touch with you at any given time is no easy feat either. These challenges make it difficult to bring together the right people with the right information in an envi- ronment that delivers business results in real time. Simply put, “what we have here is a failure to collaborate!” Collaboration is the fundamental output and foundational ele- ment of today’s unified communications (UC) capabilities. It can transform your business if you have the right pieces in the right places. This book helps you to understand the power of collaboration and how Avaya can put the right solutions literally at your fingertips, so that you can conquer today’s communications challenges and reap the benefits of increased productivity, greater profitability, and better differentiation for your business! Foolish Assumptions This book is written for both technical and nontechnical read- ers, so whether you’re an executive, line-of-business manager, or an IT specialist — this book is for you. Unless of course, you’re looking for a book on gardening! 03_9781118113752-intro.indd 103_9781118113752-intro.indd 1 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 8. Collaboration For Dummies, Avaya Custom Edition2 About This Book Collaboration For Dummies, Avaya Custom Edition, consists of seven short chapters. Each chapter is individually wrapped (but not packaged for individual sale) and written to stand on its own, so feel free to start reading anywhere and skip around to suit your interests! ✓ Chapter 1: Understanding Today’s Business Environment. New trends are driving a transformation in the way we work and communicate. In this chapter, we explore some of these trends and their impact on your three key stakeholders — employees and customers, your business, and your IT department. ✓ Chapter 2: Introducing a Better Way to Collaborate and Communicate. What if you could drive enterprise effec- tiveness, accelerate business processes, and increase business agility with a collaboration solution, all while lowering costs? We show you how in this chapter! ✓ Chapter 3: The Right Experience for Every Person. One size does not fit all (or to be more politically correct, one size doesn’t even fit most)! In this chapter, you learn how to match the right solution to the right people. ✓ Chapter 4: Creating a Collaboration Plan for Your Business. In this chapter, you learn how to build a phased collaboration strategy that will simplify and consolidate your infrastructure and transform your business. ✓ Chapter 5: Building a New, Session-based Architecture. The paradigm has shifted, and we are no longer talking about systems — it’s time to build a session-based archi- tecture! We show you how in this chapter. ✓ Chapter 6: Implementing a Collaboration Solution and Avoiding the “Bridge to Nowhere.” Learn to success- fully deploy and maintain your collaboration solution in this chapter. ✓ Chapter 7: Ten (Okay, Nine) Great Things You Can Do with Collaboration Now. Mobility. Video for everyone. Contact centers. Social networking. Don’t just imagine the future for your business — in this chapter, we tell you what’s possible now! 03_9781118113752-intro.indd 203_9781118113752-intro.indd 2 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 9. Introduction 3 Icons Used in This Book Throughout this book, we occasionally use special icons to call attention to important information. No smiley faces wink- ing at you or any other cute little emoticons, but you’ll defi- nitely want to take note! Here’s what you can expect: This icon points out information that may well be worth com- mitting to your nonvolatile memory, your gray matter, or your noggin’ — along with anniversaries and birthdays! You won’t find a map of the human genome or the secret to cold fusion here (or maybe you will, hmm), but if you seek to attain the seventh level of NERD-vana, perk up! This icon explains the jargon beneath the jargon! Thank you for reading, hope you enjoy the book, please take care of your writers! Seriously, this icon points out helpful suggestions and useful nuggets of information. According to Aristotle, “The wise man does not expose him- self needlessly to danger.” These helpful alerts offer practical advice to help you avoid making dangerous and potentially costly mistakes. Where to Go from Here Confucius says that a journey of a thousand miles begins with a single step. Okay, since you’re not going a thousand miles (and if you are, you may want to put this book down anyway and grab a map), I recommend that you begin by turning the page. But, do feel free to jump in anywhere. This isn’t an alge- bra textbook or a mystery novel, so you won’t miss any equa- tions or clues along the way. Each chapter stands on its own, so if you’re comfortable with the topics in a given chapter — skip over it. Read the book in the order that suits you (though I don’t recommend upside down or backwards). 03_9781118113752-intro.indd 303_9781118113752-intro.indd 3 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 10. Collaboration For Dummies, Avaya Custom Edition4 03_9781118113752-intro.indd 403_9781118113752-intro.indd 4 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 11. Chapter 1 UnderstandingToday’s BusinessEnvironment In This Chapter ▶ Recognizing the changing business communication landscape ▶ Seeing communication and collaboration through the eyes of others It’s tough out there! Everyone is short on time. Both cus- tomers and employees alike are frustrated, and neither group is particularly loyal to your business. Your customers have quick-and-easy access to your fiercest competitors, and your best employees are often just waiting for the job market to open up, thinking they can find nirvana elsewhere! The reality of today’s post-recession economy is that ✓ Although 80 percent of businesses believe they deliver a superior customer experience, only 20 percent of their customers actually agree (Webtorials Editorial/Analyst Division, 2010). ✓ Two in five employees say they are stressed and that their work levels have increased (Careerbuilder.com). ✓ Ten percent of top performers surveyed in 2006 said they planned to leave their current employer within a year — in 2010 that number was 25 percent! (Harvard Business Review) New imperatives and business models are driving the need to transition to a better way. It’s time to build a new, collabora- tive “ecosystem” and transform the way we work together and serve our customers. It’s time for “The Power of We”! 04_9781118113752-ch01.indd 504_9781118113752-ch01.indd 5 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 12. Collaboration For Dummies, Avaya Custom Edition6 This chapter describes today’s business environment and how it is transforming the way we communicate and collaborate with each other. It also explores some of the communications challenges being faced by your three key stakeholders — end-users (your customers and employees), your business, and your information technology (IT) department. Market Trends Driving Changes in Communications As the saying goes, “when the going gets tough, the tough get going.” And the going has definitely gotten tough! The busi- ness model for the post-recession global economy presents new challenges and considerations for companies every- where, forcing them to make drastic changes and rethink traditional ways of doing business. But just being “tough” isn’t enough — companies must be more competitive, deliver new products, streamline lines of business, and continually improve core business processes. They must develop new approaches to traditional customer relationships, manage key supplier and distributor links along the value chain, and train and empower dynamic, cross-functional teams of people both inside and outside the organization. And they must do it all in less time. When companies don’t adapt to the new economic and business realities, the “tough” may end up going — away. Post-recession business objectives typically include ✓ Leveraging investments ✓ Lowering total cost of ownership (TCO) and eliminating complexity ✓ Investing in technology and projects that provide an apparent and quick return on investment (ROI) ✓ Improving customer retention and market growth ✓ Being more agile than key competitors ✓ Accelerating and streamlining core business processes 04_9781118113752-ch01.indd 604_9781118113752-ch01.indd 6 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 13. Chapter 1: Understanding Today’s Business Environment 7 How you achieve these objectives and whether you are suc- cessful will depend on your strategy. Avaya’s best-in-practice thought leadership includes strategies such as developing an incremental, “self-funded” roadmap for your technology investments. See Chapter 4 for more about this. Beyond the economy and recession, other trends driving a major transformation in business communications include generational factors, social networking, mobile living, envi- ronmental issues, and virtual worlds and communities (see Figure 1-1). Economy and Recession Social Networking Generational Mobile Living Environmental Virtual Worlds and Communities on d R EEco and neGGe ciaSSoSo obMMoMo d C tu d C virE andd Vir Env SS MM SS MM hello! Figure 1-1: Market trends. 04_9781118113752-ch01.indd 704_9781118113752-ch01.indd 7 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 14. Collaboration For Dummies, Avaya Custom Edition8 It has become increasingly difficult to distinguish between our personal and work lives as the blur between consumer and work communication environments becomes more pro- nounced. The desktop has been transformed by the evolution of mobile devices, and end-user (customers and employees) expectations are being driven by the proliferation of consumer tools and applications that deliver a simple and seamless experience (think Apple and Skype). Business communications are plagued by many different types of applications and tools with different purposes, resulting in increased complexity driving the need for greater interoperabil- ity. Finally, “green” initiatives (and their cost saving impacts), and the drive toward virtualization and cloud computing are all important and persistent trends that impact business decisions and investments in technology today. Consumerization occurs as end-users increasingly find cost effective and simple personal technology and applications that help them do their jobs quicker and better than the tra- ditional corporate solutions they are provided. According to Gartner, consumerization will be the most significant trend affecting IT through 2015. Key Stakeholder Challenges Within your business, there are three key stakeholders, or “value centers” — your end users (customers and employees), your lines of business (LOBs), and your IT department. Everything you do and develop for your organization’s col- laboration strategy needs to take these three groups into account and speak to their needs. These are the primary benefactors of your collaboration strategy, and what they are saying is important (see Figure 1-2). 04_9781118113752-ch01.indd 804_9781118113752-ch01.indd 8 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 15. Chapter 1: Understanding Today’s Business Environment 9 Communicate effectively with MY device of choice END-USER Don’t repeat history - have it at your fingertips Communications that are built for me and are available anywhere Rapid deployment of new features and applications to meet business needs Lower risk upgrades, implementations, and integrations Lower ongoing operating expenses and improved TCO IT Faster time to market Increase my team’s productivity Resolve problems faster Get closer to my customers LINE OF BUSINESS Figure 1-2: Your three value centers and their unique challenges. End-users End-users — your customers and employees — are challenged by new technologies that only a teenager or technical genius can use! The end result is that they are often fed up and grumpy. Although these new technologies are supposed to make things easier, what we get instead are a bunch of applications and business processes that don’t work together and are confusing to operate. The burden to make sense of the tools then falls back on your employees. 04_9781118113752-ch01.indd 904_9781118113752-ch01.indd 9 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 16. Collaboration For Dummies, Avaya Custom Edition10 The view from your customers isn’t any better. When they call your customer service department to resolve an issue, they find themselves navigating a seemingly endless interac- tive voice response system (IVR) only to be transferred to someone else when they do finally get hold of a live person. They spend far too much of their valuable time explaining their issue to agent after agent, rather than actually resolving their issue or complaint! Employees and customers have thus become hunters and gatherers looking to cobble information and technologies together. Lines of business Not only are customer and employee moods affected, but businesses themselves are facing increasingly complex chal- lenges as well. New mergers and acquisitions, and the desire to expand to new markets, means employees are located all over the world and in different regions. Managing such a geographically dispersed workforce is a challenge in and of itself, but providing employees with the different sets of tools and the support they need to communicate effectively and efficiently with everyone else around the world is a seemingly insurmountable task! There are different networks, different user groups, and different technologies and protocols — all with unique needs. Finally, the accelerated speed of business and technological innovations combine to make the traditional three- or five- year payback period for investments far too long. Businesses have limited budgets and are looking for an immediate ROI. 04_9781118113752-ch01.indd 1004_9781118113752-ch01.indd 10 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 17. Chapter 1: Understanding Today’s Business Environment 11 IT departments For your IT department, the challenge is to somehow get everything to play together nicely. These poor souls must often work on layers upon layers of outdated, nonstandard equipment and infrastructure in closed networks and operat- ing systems, from different vendors. The various applications and clients don’t speak the same language, and they don’t share key data and information. The result is a business communications infrastructure that is inefficient and ineffective. Rather than working together to sup- port a collaborative environment, each component operates independently on its own island. And your IT department is left building and maintaining bridges between them — bridges that are difficult and expensive to operate and maintain. But despair not. The solution for all of these challenges is literally at your fingertips! Turn the page (to Chapter 2) to learn about a better way — with collaboration. 04_9781118113752-ch01.indd 1104_9781118113752-ch01.indd 11 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 18. Collaboration For Dummies, Avaya Custom Edition12 04_9781118113752-ch01.indd 1204_9781118113752-ch01.indd 12 6/23/11 7:10 PM6/23/11 7:10 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 19. Chapter 2 Introducing a Better Way to Collaborate and Communicate In This Chapter ▶ Exploring the possibilities with collaboration ▶ Focusing on people with “people-centric” collaboration Despite the onslaught of new video, Internet, social media, and other technologies that seem to be making everything more complex rather than simpler, you can work smarter — not harder! So, what if you could solve the chal- lenges facing your three centers of value (see Chapter 1) and: ✓ Drive enterprise effectiveness and customer satisfaction by putting people first with intuitive user experiences that make it easy to collaborate across media, devices, and loca- tions, with timely, relevant context, content, and presence for voice, video, messaging, e-mail, web, and social media. ✓ Accelerate business processes through simple and open integration with business applications, desktop environments, emerging social media, and multi-vendor communications systems, leveraging packaged integra- tions and a comprehensive, mature IT developer Web Services framework. ✓ Increase business agility and lower costs with a highly flexible enterprise-wide communications architecture that simplifies the deployment of innovative voice, video, and collaboration applications to the right users everywhere — while also providing significant cost savings and an evo- lutionary path for customers from existing multi-vendor voice systems, leveraging existing investments. 05_9781118113752-ch02.indd 1305_9781118113752-ch02.indd 13 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 20. Collaboration For Dummies, Avaya Custom Edition14 Is all that possible? Yes, if you take a look at what your users need first — then implement the right back-end architecture (see Chapter 5). One that pulls and weaves technology and business processes together behind the scenes. In this chapter, you learn better ways to address the chal- lenges facing the three centers of value in your enterprise, what’s possible, and how you can make it happen! The Three Centers of Value By collaborating with the right teams, you can get more done, more efficiently, and with a better end result. Focusing on the three centers of value — your customers and end users, your lines of business, and your IT department — enables you to provide integrated collaboration solutions with unique ben- efits for each of them (see Figure 2-1). Integrated collaboration solutions enhancing user and customer experiences USER Productivity Ease of use Speed and Choice Effectiveness BUSINESS Accelerated processes Customer satisfaction Responsiveness Time to market MANAGEMENT Lower TCO, Simplicity, Security CORE SERVICES Business agility Openness and flexibility Lower costs and risks Investment protection AVAYAAVAYA flareflare AVAYA flare AVAYAAVAYA aceace AVAYA ace AVAYAAVAYA auraaura AVAYA aura Figure 2-1: A better way to collaborate and communicate. 05_9781118113752-ch02.indd 1405_9781118113752-ch02.indd 14 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 21. Chapter 2: Introducing a Better Way to Collaborate and Communicate 15 For Your Users: Deliver a Breakthrough Experience To simplify users’ communications and help them be more productive in today’s work environment, you must give them new ways to communicate and collaborate. If companies keep doing things the same way they have always done them, using antiquated tools that aren’t sufficient for today’s challenges, they’ll continue to get the same results. Using Avaya’s Quick Start approach (see Chapter 4), you can introduce a handful of key applications that will change the way your employees work overnight. For example: ✓ Use desktop and conference room video to more effec- tively connect global design teams without travel ✓ Enable personal web and audio conferencing for all employees to speed ad-hoc global collaboration Avaya Flare Experience enables “people-first” collaboration Avaya Flare offers a truly simple and intuitive user experience. Flare simplifies everything from day-to- day phone calls to meetings with partners and customers. You can speed up critical decision-making by integrating directories, pres- ence, and social networks to bring the right people, contextual history, and information together. You can quickly pull resources into a group video conference or create tactical sub-teams to tackle separate issues with a simple swipe of your fingers into a “spotlight” in the middle of the screen. Behind the scenes, Flare brings together the context, history, documents, and applications you need to effectively collaborate. 05_9781118113752-ch02.indd 1505_9781118113752-ch02.indd 15 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 22. Collaboration For Dummies, Avaya Custom Edition16 To help your employees work smarter, not harder, you can deploy compelling applications that help solve the problems they encounter every day. As a start, integrated multi-modal conferencing allows dispersed project teams and partners to share documents and make decisions faster. High-definition videoconferencing capabilities are now cost-effective, band- width conservative, and practical for use by the masses — not just your executives, providing invaluable face-to-face col- laboration opportunities while reducing travel expenses and saving time. Messaging solutions are no less important — SIP (Session Initiation Protocol), session management, and Casestudy:HawaiiMedicalCenter(HMC) HMC (www.hawaiimedcent.com) is a full-service, acute and tertiary- carehospitalsystemonOahu. Business Issues ✓ HMC needed a more stable and robust data network in order to implement a vital Electronic Medical Records (EMR) system ✓ Required WLAN to support mobile computer units used by medical staff ✓ Needed to apply advanced tools for better collaboration ✓ Needed a cost-effective migra- tion path to advanced unified communications capabilities Solution and Business Value ✓ Avaya Data Networking and Avaya 8100 Series Wireless LAN 802.11 solution provides high- performance data network sup- porting core business processes and an EMR system delivered wirelessly to mobile computer units, with full security and always-on reliability ✓ Avaya Desktop Video Devices with Avaya Flare Experience offer new levels of collabora- tion for HMC professionals and administrators ✓ Avaya 1000 Series video- conferencing has reduced travel costs and bridged distant teams through rich audio/video interactions ✓ The fully integrated voice, data, and wireless solutions provide ease of management and cost effectiveness plus open-platform interoperability with multi-vendor systems and applications ✓ The hospital has a migration strategy for the deployment of Avaya Aura unified communica- tions solutions that will deliver cost savings and a wide range of tools to enhance productivity and customer service 05_9781118113752-ch02.indd 1605_9781118113752-ch02.indd 16 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 23. Chapter 2: Introducing a Better Way to Collaborate and Communicate 17 centralized applications and message stores allow you to re-invent messaging as you move into multimedia messaging and recording. Communications are more meaningful when you have greater context and can move between different types of media depending on the task at hand. Avaya Flare: ✓ Provides easy access to your history and key documents based on the people with whom you are communicating. ✓ Enables a multi-modal experience — be it voice, video, text, or information sharing, you can be in multiple “places” at the same time and easily move between them depending on your needs. For Your Business: Improve Processes If you want to be the competitive force in your markets, as you come out of the recession and look to take advantage of changing economics and needs, then new innovation will be central for you. This can obviously include product and ser- vice innovation, but it expands to looking holistically across your enterprise at go-to-market processes, packaging and pricing, online visibility and tools, social communities, new approaches to customer service, and more. To delight your customers, you can extend the real-time capa- bilities of your communications infrastructure to your busi- ness processes to deliver timely and streamlined experiences that increase customer satisfaction. By implementing event-driven, contextual communication that eliminates delay from business workflows, your company can become more responsive to changing market conditions and bring new services to market more quickly. And Avaya allows you to embed communications into applications without fork- lifting infrastructure, replacing devices, adding a separate call control platform, or changing the user experience. 05_9781118113752-ch02.indd 1705_9781118113752-ch02.indd 17 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 24. Collaboration For Dummies, Avaya Custom Edition18 Avaya ACE (Agile Communication Environment) extends the power of real-time collaboration to business processes, sup- ports preferred user experiences while also preserving IT investments, and makes communications-enabled business processes (CEBP) simple to deliver through a broad applica- tion developer ecosystem. For Your IT Department: Build an Interconnected Enterprise With a properly designed underlying architecture that is based on open standards, you can easily deploy new, interconnected, and fully integrated systems and applications in your enterprise. You can now virtualize much of your infrastructure, centralize the management of these systems, and, over time, consolidate your various systems. Common services and common manage- ment allows you to leverage a multi-vendor infrastructure and deploy best-in-breed solutions to serve your end users and business, and simplify life for your IT department (see the “Case study: United Airlines” sidebar for a real-life example of how United Airlines is using collaboration to achieve real benefits for their centers of value). Avaya Aura is the underlying architecture for the entire enterprise enabling a completely interconnected framework, with interactions in all modes (not just voice), to be able to connect to any application — or any user ANYWHERE — an enterprise without boundaries! 05_9781118113752-ch02.indd 1805_9781118113752-ch02.indd 18 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 25. Chapter 2: Introducing a Better Way to Collaborate and Communicate 19 Case study: United Airlines U.S.-based United Airlines (www. United.com) is a global organiza- tion that relies heavily on technology to harmonize all aspects of its busi- ness operations. Business Issues ✓ Execute cost efficiencies that do not negatively impact passenger service ✓ Develop a highly efficient global communications network to enhance collaboration and inte- grate seamlessly into a wide range of endpoints and third- party systems/platforms Solution Avaya Aura Communications Platform, Avaya Meeting Exchange, Avaya Modular Messaging, Avaya one-X products, SIP Enablement Services Business Value ✓ Eliminated outside conferencing servicecostswithAvayaMeeting Exchange saving approximately $1 million in the first three years and ongoing savings of more than $30,000 per month ✓ Enhanced collaboration now helps United fill airplanes to 80 to 83 percent seat occupancy (versus 65 to 70 percent previ- ously), creating a significant avoidance of revenue loss due to unsold seats ✓ Improved collaboration enabled 20 percent fewer flights (and related costs) while the number of passengers increased more than 12 percent ✓ Easier/quicker deployment of systems and seamless integra- tion with other types of switching/ platforms was vital for the United- Continental merger ✓ Flexibility in end-user equipment enabled easier integration ✓ Reduced equipment footprint offered energy savings of 10 percent ✓ Unified messaging and presence allow productivity gains and enables delivery of a superior passenger experience 05_9781118113752-ch02.indd 1905_9781118113752-ch02.indd 19 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 26. Collaboration For Dummies, Avaya Custom Edition20 05_9781118113752-ch02.indd 2005_9781118113752-ch02.indd 20 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 27. Chapter 3 TheRightExperience forEveryPerson In This Chapter ▶ Recognizing different roles, different people, and different needs ▶ Matching collaboration tools to your “collaborators” An effective enterprise collaboration strategy supports the unique needs of your employees by giving them the spe- cific tools they need for their individual roles and responsibili- ties. Business technology needs to be simple and usable. With increased pressure on business performance and more work demanded from fewer people at a faster pace, technology in your enterprise must make it easier to make smart, fast decisions and not overwhelm employees or clutter their work spaces. This chapter talks about the different types of users — power-, visual-, mobile-, and desktop-collaborators — their different roles, and the different collaboration tools they need to drive increased productivity, greater profitability, and better differ- entiation for your enterprise in the marketplace. 06_9781118113752-ch03.indd 2106_9781118113752-ch03.indd 21 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 28. Collaboration For Dummies, Avaya Custom Edition22 Different People, Different Needs It is important to recognize that “one size does not fit all” because people in different roles work in different ways and need different tools, depending on the job they need to get done. An effective collaboration strategy provides the right tools for the right people — not every tool for everyone (see Figure 3-1). POWER COLLABORATOR • Time is money • Continuously switching • People-centric Avaya Flare™ Experience Avaya Aura™ application services Avaya web.alive™ Avaya ACE™ • On-time, on-budget • Shared understanding across dispersed teams • Project-centric Avaya Flare™ Experience or Avaya Video Conferencing Solution or Avaya one-X® Communicator or Avaya web.alive™ • Supporting teams • Respond rapidly across all media • Productivity-centric Avaya one-X® Communicator Avaya Aura™ Conferencing + Web Avaya Video Conferencing Solution Avaya Flare™ Experience or Avaya ACE™ • Work from anywhere • Limited time, bandwidth • Get-it-done-now-centric Avaya one-X® Mobile Avaya Aura™ Conferencing Avaya Aura™ Messaging + Speech Avaya ACE™ MOBILE COLLABORATOR VISUAL COLLABORATOR DESKTOP COLLABORATOR Figure 3-1: Different people, different needs. Avaya collaboration brings together the right people with the right information in an environment that delivers business results in real-time. 06_9781118113752-ch03.indd 2206_9781118113752-ch03.indd 22 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 29. Chapter 3: The Right Experience for Every Person 23 The “Time Is Money” Power Collaborator For the “power collaborator,” time is money. Power collabora- tors are people-centric, always on the go, constantly moving between tasks, and always needing to quickly marshal the right resources for their customers. The user experience has to be simple and seamless to empower these highly collabora- tive but non-technical workers. Power collaborators include people such as brokers, consultants, doctors, executives, high-value customer care specialists, lead knowledge workers, and project managers. Avaya Flare Experience Avaya Flare offers a uniquely compel- ling multi-modal collaboration experi- ence. Delivered on the Avaya Desktop Video Device,  the Avaya Flare Experience offers quick-and-easy access to real-time communications and collaboration tools. Capabilities include desktop video, social media, audio/video/web conferencing, mul- tiple directories, presence, instant messaging, and contextual history. It eliminates the need to use different interfaces and different directories to communicate across various tools. The Avaya Desktop Video Device is a collaboration tool with high-definition video and high-quality audio com- bined with a capacitive touch-screen interface. The AvayaFlareExperience and Desktop Video Device together enhance user productivity and enable easy collaboration. 06_9781118113752-ch03.indd 2306_9781118113752-ch03.indd 23 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 30. Collaboration For Dummies, Avaya Custom Edition24 Avaya Flare Experience, Avaya Aura application services, Avaya ACE, and Avaya web.alive are perfect for your power collaborators. The “On-time, On-budget” Visual Collaborator Visual collaborators are often project-centric, geographically dispersed teams that are focused on delivering results on-time and on-budget. They have a shared understanding of their team’s goals. Examples of visual collaborators include artists and designers, project and deal teams, technical customer care representatives, and technology teams. Avaya Video Conferencing Solution, Avaya one-X Communicator, Avaya Flare Experience, or Avaya web.alive are all great tools for the visual collaborator. Avaya Video Conferencing Solution The Avaya Video Conferencing Solution provides a wide range of high-definition (HD) video conference room devices with an open-standards approachforinteroperabilitywiththird- partyvideohardwareandapplications. TheAvayalineofmediaandcommuni- cations servers delivers the full power of Avaya Aura software through desk- top video, office and conference room video, multipoint video, and contact center applications. 06_9781118113752-ch03.indd 2406_9781118113752-ch03.indd 24 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 31. Chapter 3: The Right Experience for Every Person 25 The “Work from Anywhere” Mobile Collaborator Mobile collaborators are hybrid users that cross over between different roles and different ways of collaborating. They are focused on “getting it done now” and must often deal with tech- nical communications challenges such as limited bandwidth and poor reception or spotty coverage. Mobile collaborators include consultants, executives, high-touch customer care specialists, and sales professionals. Avaya one-X Mobile, Avaya ACE, Avaya Aura Conferencing, and Avaya Aura Messaging+Speech go well with the mobile collaborator! Avaya one-X Communicator Avaya one-X Communicator lets you turn your desktop or laptop into a complete communications center for voice, video, conferencing, IM, and more. Connect a USB headset, Bluetooth headset, speakers, mobile phone, or any standard desktop phone. Integrate with Microsoft Office Communicator and other pro- ductivity tools. Includes support for H.323 and SIP endpoints. 06_9781118113752-ch03.indd 2506_9781118113752-ch03.indd 25 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 32. Collaboration For Dummies, Avaya Custom Edition26 The “Highly Productive” Desktop Collaborator Desktop collaborators are focused on supporting teams and responding rapidly across different types of media. Desktop collaborators include back-office workers, general customer care specialists, knowledge workers, and technology teams. Avaya one-X Communicator, Avaya ACE, Avaya Aura Conferencing+ Web, Avaya Video Conferencing Solution, and Avaya Flare Experience are the best tools for your desktop collaborators. Avaya one-X Mobile Go mobile and take your Unified Communications — and user pro- file — along with you. Regardless of what device you are using, call- ers see one number when you call and use one number to reach you: your business number. Move calls seamlessly from desktop to mobile and back. Avaya one-X mobile extends the reach of your Avaya Aura applications and features such as corporate directories, visual voice- mail, messaging, and conferencing. 06_9781118113752-ch03.indd 2606_9781118113752-ch03.indd 26 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 33. Chapter 4 CreatingaCollaboration PlanforYourBusiness In This Chapter ▶ Getting started with a simple, two-step approach ▶ Digging into the nitty-gritty details of your collaboration plan The previous chapters talk about the new, enhanced user and customer experiences that are possible through collaboration — and the resulting business benefits. So, how do you get there from here? Where do you start, what do you do first, and what happens next? In this chapter, it’s time to start the thinking and planning process, and to develop a phased approach for your collaboration initiatives. Delivering the Experience through a Phased Approach As with any large project or major initiative, you need to develop a phased approach. It simply isn’t practical or afford- able to “rip and replace” your existing communication sys- tems and infrastructure — and you certainly can’t “rip and replace” your company culture and ingrained processes! Quick Start The phased approach starts with the rollout of select core capabilities. Unified communications (UC) and collaboration aren’t “everybody gets everything” technologies for technol- ogy’s sake. It’s about specific people, doing specific work, 07_9781118113752-ch04.indd 2707_9781118113752-ch04.indd 27 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 34. Collaboration For Dummies, Avaya Custom Edition28 within specific processes in your organization. New applica- tions need to rapidly deliver impact and benefits for those people. The priority for collaboration applications is thus driven by the people and processes where you can quickly achieve the most business impact, so you have to discover these opportunities within your organization. Select and deploy core applications and capabilities that will provide immediate productivity enhancements and other benefits in the Quick Start phase. Build Out The next step in the phased approach is to incrementally build out your collaboration and communications infrastructure — a “self-funded roadmap” in which each step pays for itself, deliv- ers new value, and establishes a foundation for further steps. This takes some thought and planning because it isn’t always immediately obvious what is possible, what will work best, and in what order. As you scale these applications to more people and more parts of your business, your planning must become more “architectural” — you’ll be evolving from your current sys- tems into a more flexible communications architecture that allows you to rapidly deploy the right applications to the right users in more flexible ways. Once your infrastructure is in place, identify new areas of development (such as call centers and video for all) and tactically role out these additional applications and, as returns are realized, you’ll be able to fund your next steps. Smart Planning in the Phased Approach Looking at the phased approach in more detail, you can break down both the Quick Start and the Build Out phases into four important tasks that are performed in both phases: 07_9781118113752-ch04.indd 2807_9781118113752-ch04.indd 28 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 35. Chapter 4: Creating a Collaboration Plan for Your Business 29 ✓ Understand core business priorities. What is preventing you from attaining your business objectives? ✓ Identify key users and business processes. What processes, work profiles, and target users will benefit the most? ✓ Target for maximum immediate return. Who are your key users? Which applications will help them the most? What integrations are needed between business pro- cesses and applications? ✓ Incrementally build to a reference architecture. What “self funded” steps will save you money, lower total cost of ownership (TCO), and increase agility? How can your existing investments be leveraged and extended? Understand core business priorities First, you must understand your core business priorities. This may seem obvious, but in these tough economic times, many of us have actually lost sight of this! We have been focused on the tactical and may not be aligned with how our overall business has fundamentally changed over the past few years. With a better understanding of business priorities, you can then look at the obstacles to reaching your most important business objectives. Doing this provides you with an umbrella framework that will suggest business areas to target. To iden- tify some of these obstacles, ask questions such as: ✓ Do you have new product/service creation challenges? ✓ Are there new competitive and customer demands for innovation in your market place? ✓ Is customer retention a problem? Or are you reaching out to new demographics and customers? ✓ Are there new channels? Or channel training and knowledge issues? ✓ Is there a sales or services gap? 07_9781118113752-ch04.indd 2907_9781118113752-ch04.indd 29 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 36. Collaboration For Dummies, Avaya Custom Edition30 Identify key users and business processes Within a given business area, you then look at key users and roles. The idea of roles and work profiles is important here. Different roles have very different communications needs, even when they are using the same tools. Power collabora- tors and executives work differently from back-office workers. Mobile collaborators work differently from the global R&D team collaborating to create your next innovation. Customer- facing advisors and consultants work very differently from formal contact center service agents (see Chapter 3 to learn more about the different roles and work profiles). Target for maximum immediate return Now, it’s time to ask the most important question: “Where do I get the most bang for my buck?!” Is it video between your dis- tributed users? Rich, multi-modal collaboration across teams? Or new customer experiences in a particular customer seg- ment? You have to find the priorities in your organization. Turn to Chapter 7 to see what UC applications you can roll out to drive real competitive differentiation, cost savings, and produc- tivity gains, and to quickly maximize your return on investment! Incrementally build toward your end design architecture Your collaboration plan and the “phased approach” create a sequenced methodology — building blocks — that, with smart planning and execution, will evolve and optimize your enterprise network over time into a well-oiled, finely tuned machine. In this end-state design, your business and commu- nications applications, communications architecture, and network work together to provide 07_9781118113752-ch04.indd 3007_9781118113752-ch04.indd 30 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 37. Chapter 4: Creating a Collaboration Plan for Your Business 31 ✓ An integrated approach for users and customers ✓ Communications-enabled business applications ✓ The right targeted applications for the right users ✓ Enterprise-wide architecture that increases agility and lowers TCO ✓ Cost-effective, always-on, energy-efficient, and scalable networking As you move forward with specific targeted applications for your specific needs, you can be assured that you are building out a consistent reference architecture that will support your business needs for the future. 07_9781118113752-ch04.indd 3107_9781118113752-ch04.indd 31 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 38. Collaboration For Dummies, Avaya Custom Edition32 07_9781118113752-ch04.indd 3207_9781118113752-ch04.indd 32 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 39. Chapter 5 BuildingaNew,Session- basedArchitecture In This Chapter ▶ Contrasting traditional versus session-based communications ▶ Constructing a new foundation for your communications architecture Traditional communication systems are disjointed, closed, and deployed on a location-by-location basis. This was great for the business needs of the 20th century, but it is not scalable or flexible enough to meet the challenges and needs of today’s enterprise. SIP (Session Initiation Protocol) is clearly the key ingredient for unified communications (UC). But it is how you apply it in your session-based environment that will allow customers to capitalize on its potential. In this chapter, we define a new communications architecture that will support your business challenges today — and in the future. Sessions Transform the Act of Communicating The user experience defines how people will interact with communication services and more importantly, other people. How those experiences are orchestrated takes place behind the scenes and are driven by SIP, managed within sessions. 08_9781118113752-ch05.indd 3308_9781118113752-ch05.indd 33 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 40. Collaboration For Dummies, Avaya Custom Edition34 SIP is an open signaling protocol standard for establishing, managing, and terminating real-time communications over large IP-based networks. SIP Session management allows you to focus on the purpose of your interactions instead of how they are constructed. Hence, as you move from traditional communications (see Figure 5-1) — as most of us do today — to session-based communications (see Figure 5-2), you shift from the tactical operation of your tools to facilitating the fluid exchange of ideas and information between people. • Users go to services to reach people • Sequential use of discrete communication services • Disjointed experience and threads • Services based on location specific systems and devices • Capabilities are application specific Traditional Communications Figure 5-1: Traditional communications. Rather than: ✓ A user accessing a service to reach someone, services and people are brought to the session 08_9781118113752-ch05.indd 3408_9781118113752-ch05.indd 34 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 41. Chapter 5: Building a New, Session-based Architecture 35 ✓ The sequential manner in which discrete communication services are used today, it will be like living in a confer- ence where both multi-modal services and people can come and go as needed ✓ Disjointed experiences and threads, people will have a seamless contextual experience ✓ Services users can access being defined based on what is available at their specific locations, they’ll be granted ser- vices based on a user profile designed to meet their needs ✓ Capabilities being offered based on which application a user is using, capabilities from a variety of services can be sequenced together to meet specific needs This approach makes it easy to take customer interactions that start anywhere — in stores, branches, other offices, and other countries — and just connect them as needed to appli- cations, contact centers, and other resources. • Services and people are brought to the session • “Conferencing” of multi-modal communications • Seamless contextual experience • Services based on user profile • Capabilities are sequenced based on need Session-Based Communications Figure 5-2: Session-based communications. 08_9781118113752-ch05.indd 3508_9781118113752-ch05.indd 35 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 42. Collaboration For Dummies, Avaya Custom Edition36 Sessions-based communications also change the whole dynamic of customer self-service. Self-service engines for all communication modes — including VoiceXML (eXtensible Markup Language) applications for voice, natural speech, video, and other modes — can now exist anywhere in the enterprise, and be centralized and shared as highly-scalable, highly-available resources for all kinds of needs. Imagine the possibilities — from simple announcements in a remote location, to: ✓ Easily accessible “where’s my order” type lookups ✓ Dialog-driven decision-making about how to handle a customer ✓ In-queue multi-modal information treatments while waiting for an agent ✓ Full self-service business applications All of this can be done independently of any particular con- tact center and without using up resources within the contact center. The full contact center with real agents becomes just another accessible resource. As you add agents and resources to support the customer, the “session” concept becomes even more important. Instead of classical “call routing,” you bring service to the customer, all within the behind-the-scenes session that you have created to “anchor” the customer interaction. If you add other communication modes — a video stream to a voice call, an instant message, or a social networking interaction — all are consistently integrated with the same customer information and other ongoing communications. Similarly, as you add additional people to help — another agent, a supervisor, an expert, a financing resource in a sales call — they all participate in the same session and can easily access the same shared information, within the same context, and might also communicate between themselves with pres- ence, instant messaging, and other modes. 08_9781118113752-ch05.indd 3608_9781118113752-ch05.indd 36 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 43. Chapter 5: Building a New, Session-based Architecture 37 All communication modes (not just voice calls) are easily connected to any application or user anywhere, along with all essential and continuously growing context information. This is a core benefit of an underlying SIP technology — information and communication in the same “envelope.” Upgrade Infrastructure to a Session-based Environment Traditional communications equipment can’t run over a net- work so each location needs its own complete infrastructure. The new session-based approach to communication starts out by architecting the entire enterprise as a completely intercon- nected communications framework. This approach follows the same deployment model as today’s web- and IP-based applications, using a centralized architecture based on components that are loosely coupled and standards- based. Telephony and other collaboration solutions become centrally deployed services that can be distributed to remote locations over the network, just like any other corporate appli- cation. This type of centralized architecture is far simpler than traditional voice architectures and scales with the organization. The architecture is characterized by: ✓ Communications applications deployed centrally in cor- porate data centers and distributed over the network ✓ Foundation based on industry standards such as SIP and XML ✓ Elimination of dependencies among user devices, access points, and applications ✓ Support for multi-vendor environments including mixed legacy and newer, IP-based systems ✓ Ability to add new features incrementally without having to do a forklift upgrade ✓ Use of central SIP trunking that is shared across the enterprise, reducing the need for local trunking at separate locations 08_9781118113752-ch05.indd 3708_9781118113752-ch05.indd 37 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 44. Collaboration For Dummies, Avaya Custom Edition38 This new session-based environment provides many benefits and overall design simplification. In a traditional environment, connections need to be made between every location that cre- ates a management burden. With a session-based environment, all of the data is sent back through a centrally managed infra- structure. This type of architecture delivers real value because it is truly manageable — another key to successful deployment and adoption of business-critical collaboration solutions. Avaya Aura provides the underlying infrastructure for a com- pletely interconnected, sessions-based architecture for your entire enterprise that enables you to execute your organiza- tion’s collaboration strategy and achieve its many benefits! 08_9781118113752-ch05.indd 3808_9781118113752-ch05.indd 38 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 45. Chapter 6 Implementinga CollaborationSolution and Avoiding the “BridgetoNowhere” In This Chapter ▶ Getting help with your deployment ▶ Stepping through a successful implementation ▶ Finding the right partner to help you maintain your solution Acollaboration solution can deliver consistent, positive results that will have a significant and measurable busi- ness impact in almost any organization. The key to a successful implementation is to approach it as a business transformation and to focus on the business issues at hand and the design of your communication processes — not on the technologies. In this chapter, you walk through the steps to a successful col- laboration solution deployment for your organization including planning, design, implementation, and support; and you learn to avoid some common pitfalls along your collaboration journey. 09_9781118113752-ch06.indd 3909_9781118113752-ch06.indd 39 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 46. Collaboration For Dummies, Avaya Custom Edition40 Four Steps to a Successful Implementation To guide you through the steps of a successful implementa- tion, Avaya Professional Services (APS) has developed a best practices methodology. The APS methodology to achieve suc- cessful results in a collaboration project includes a full range of capabilities in four key areas: ✓ Plan and design ✓ Develop and integrate ✓ Test, train, and deploy ✓ Optimize You can engage APS or a trusted business partner for help with any one, or all, of these areas as early as possible to best accel- erate and extend the value of your collaboration solution. Plan and design The plan and design step helps you to align collaboration with your business goals, from business case development to solution definition and long-term roadmap planning. Three distinct services are defined in the plan and design step: ✓ Business Communications Advisory Services identify and qualify business communication improvement strat- egies through structured discovery, benchmarking, and review. Your trusted partner will work with your team to understand your business requirements and hold col- laborative workshops with key stakeholders to develop a strategic roadmap that will best drive your results. ✓ Audit Service provides an in-depth view of your communi- cations network and associated collaboration applications. After analyzing your current configuration, performance, and capacity, and identifying design deviations from best practices, you get an expert perspective and recommended changes to resolve any issues that are identified and to avoid potential problems. 09_9781118113752-ch06.indd 4009_9781118113752-ch06.indd 40 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 47. Chapter 6: Collaboration Solution and Avoiding “Bridge to Nowhere” 41 ✓ Self-Funded Roadmap delineates and prioritizes steps to harvest cost savings, execute business improve- ments, and deploy technologies. This approach guides you through a defined process that includes continuous assessments of success metrics during a multi-year plan. Develop and integrate Following the planning and design phase, your partner can provide you with the necessary technical expertise to validate your technical architecture and fully integrate a collaboration solution. A readiness assessment helps to confirm that your network is prepared prior to implementing a new solution. Using traffic simulation and Key Performance Indicator (KPI) testing, you can determine what changes are needed to suc- cessfully and efficiently integrate your solution. Test, train, and deploy When you are ready to put your plan into action, your project team can deliver a smooth deployment with critical operational readiness planning and end-to-end testing of your collaboration solution, including simulations and load-based methodologies. Implementation services include network design, installation and commissioning, integration and acceptance, and knowl- edge transfer. Stress testing gives you the highest levels of confidence for optimal performance of newly deployed technologies. Based on testing scenarios developed to emulate real-world condi- tions, live traffic is run over your actual network. Optimize Finally, regularly assess your collaboration solution to ensure it continues to meet your changing needs, and to maximize the return on your investment. Performance and capacity management provides ongoing monitoring and improvement with specific KPI and SLA (service-level agreement) targets. 09_9781118113752-ch06.indd 4109_9781118113752-ch06.indd 41 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 48. Collaboration For Dummies, Avaya Custom Edition42 Assessing communication-enabled business processes (CEBP) for potential improvements is another important area to con- sider. For example, a trader or other customer-facing special- ist who receives a client call can have a screen popup appear with detailed context, trigger an automatic conference with colleagues or the client based on pre-defined business events, send personalized audio messages simultaneously to a large distribution list, and record all interactions, all within the customer relationship management software interface. Understanding Support Programs and Services Today’s critical and increasingly complex business communica- tion systems require robust support capabilities to minimize costly downtime and ensure optimum performance. Businesses must carefully evaluate their options and approach support programs and services as a strategic decision. Your support provider must have advanced troubleshooting capabilities across complex multi-vendor systems and converged networks. In the past, companies had relatively simple telephone systems — often a single-vendor Private Branch Exchange (PBX) — and little or no integration with other networked systems. Today, many more businesses typically have a heterogeneous communications and network infrastructure consisting of multi-vendor solutions deployed across the enterprise. These include a wide array of end devices, hardware and software applications, and remote access tools for end users, as well as communication-enabled business processes that are vital to the organization’s core operations. Increasingly, these systems operate in a converged environment that transports both voice and data over a common network infrastructure. Rather than getting caught in the middle of a frustrating and costly finger-pointing session between multiple vendors, select a support provider with the specialized skills and capability to proactively support a complex, multi-vendor environment. 09_9781118113752-ch06.indd 4209_9781118113752-ch06.indd 42 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 49. Chapter 6: Collaboration Solution and Avoiding “Bridge to Nowhere” 43 Other important factors to consider include proactive monitor- ing, around-the-clock support (both remote and on-site), com- prehensive support (not limited to break/fix), and easy access to online self-service tools such as a knowledge database. Avoiding Collaboration Pitfalls The road to successful collaboration isn’t always a smooth one, and it can sometimes lead to the proverbial bridge to nowhere. The reasons for this can vary widely — from focusing on the wrong parameters for success to depending on the collabora- tion technology itself to carry the day. Link collaboration systems across branch silos Interconnected systems enable collaboration to achieve its full potential. Yet organizations tend to have many siloed systems. They buy Product A from Vendor A even though Product A can’t be easily integrated with phones from Vendor B or video systems from Vendor C. Internal departments or groups that make their own IT purchas- ing decisions often end up in silos. Say that the claims division of your insurance company decides to buy a videoconferencing solution for training, but it isn’t compatible with the videocon- ferencing solution your executive group implemented to reduce travel. And neither one ties in to your phone, e-mail, or calendar systems. This scenario is the biggest roadblock to nurturing col- laboration and, unfortunately, it’s very common. You can’t even assume that products from a single vendor will work together, much less systems running on different platforms. System silos are also often created through mergers and acquisi- tions. For example, a financial services firm made what appeared to be a great acquisition of a mid-size bank. Then, only after the deal closed, did the company actually look at the technologies and touch points of the acquired business. It found 15-year-old telephone PBXs (Private Branch Exchange) and voicemail sys- tems that the vendor hadn’t supported in years. The acquiring company had to somehow retrieve the intelligence from all those systems and migrate it to the collaboration systems it was 09_9781118113752-ch06.indd 4309_9781118113752-ch06.indd 43 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 50. Collaboration For Dummies, Avaya Custom Edition44 using. This slowed down the Time-to-Value (TTV) service and increased the overall cost of the deal. With the right infrastructure, you can integrate older legacy systems at your own pace, as your budget allows. Make sure that your collaboration solution connects to other key sys- tems so that you achieve optimum performance and return on your investment (ROI): ✓ Will you be able to integrate it into your existing e-mail, voice, and data communications systems? ✓ Does it possess any synergies with other collaboration systems you’ve already installed? ✓ Does it add value across your business, or will the benefits accrue solely for a particular department? Given the rich feature sets in the wide array of collaboration tools currently available, you shouldn’t have to settle for limited functionality and/or standalone products to reap the advantages of collaboration. Make sure your vendor has a defined product road map Businesses must be attentive to what’s happening in the communications industry. Larger vendors are swallowing up smaller or weaker players. Although sometimes the product road map of the acquired company remains unchanged, fre- quently consolidation translates into major upheavals for the customer base. Products can be altered so dramatically that there’s no upgrade path. Worse yet, products may be discon- tinued altogether. Businesses should be wary of committing to small, niche players that could be considered attractive acquisition targets to avoid being left on a technology island. Likewise, some larger vendors have adopted a “scorched Earth” policy of buying up every small player in their competitive landscape. Such companies often have no strategy for integrating newly acquired technologies and simply attempt to re-brand the technologies as a bolt-on solution that fits poorly into their collaboration portfolio. Make sure that your communications technology vendor has a defined product road map and a long-term collaboration strategy. 09_9781118113752-ch06.indd 4409_9781118113752-ch06.indd 44 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 51. Chapter 6: Collaboration Solution and Avoiding “Bridge to Nowhere” 45 Don’t fall into the “If it ain’t broke, don’t fix it” trap Businesses realize that it costs something to do nothing, yet many subscribe to the old adage, “if it ain’t broke, don’t fix it.” If your lawnmower is doing a decent job of cutting the grass, and it isn’t burning oil or leaking gasoline, you aren’t going to monkey with it. But a collaboration system isn’t a lawnmower and for businesses, the stakes are much higher. An electroni- cally integrated workforce spurs innovation, allows people to share knowledge, and inevitably leads to better productivity, reduced costs, and higher profits. An investment in that capa- bility is a competitive advantage that has a defined ROI and can be positively linked to revenue growth. Understand the role of communications in nurturing a “learning organization” A learning organization assumes that its members partici- pate in ongoing and continuous learning. It values creative processes and recognizes them as critical to responding to changes in its environment. Collaboration is key to transforming your business into a learning organization. If you have an expert located in China, putting that person on a plane and flying her across the globe to share information with a U.S.-based team is difficult and impractical in today’s real-time, global business environment. By making it easy for that expert to collaborate with her col- leagues from a remote location, you can not only save money, but also increase thought leadership, speed development, boost product innovation, and improve profitability. And although technology is important, the organizational culture matters as well. Collaboration is much more about sharing information. Create an environment that encourages employees to collaborate and provide them with the tools that support that way of working, and you can transform your business into a true learning organization. 09_9781118113752-ch06.indd 4509_9781118113752-ch06.indd 45 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 52. Collaboration For Dummies, Avaya Custom Edition46 Consider the potential of collaboration rather than just the cost of the technology Many organizations don’t budget for collaborative technology, so they tend to be averse to the cost of such systems. They don’t ask how much money they could save if they replaced quarterly face-to-face meetings with virtual meetings that used video, text, chat, or WebEx. They don’t understand how to accrue smaller, incremental benefits of collaboration that add up to a real ROI. And that’s where they err. Individual technologies typically don’t provide a massive ben- efit in terms of revenue growth or cost reduction. But return on investment can be achieved with collaboration, for exam- ple, by giving a laptop and USB camera to a mechanic at a car dealership. With these tools, he can show the manufacturer exactly what the car looks and sounds like. He’s no longer just describing problems over the phone. If the car manufacturer doesn’t have to send a factory representative out to that deal- ership, it realizes a real savings in cost and time. Other collaboration tools can deliver similar returns. Add them all up and you get the full picture — not only of total cost of ownership, but also of the true returns you are getting on the investment. Find the right business partner to help you succeed Choosing the right partner to help you implement your col- laboration solution is a crucial first step. Although some organizations are able to implement new technologies without outside resources, to gain the maximum business benefit from your collaboration solution, you can leverage the expertise of a trusted business partner. That partner, such as Avaya Professional Services (APS), will help you navigate a success- ful implementation of your collaboration project to optimize the solution to the specific needs of your enterprise and unique groups within it — as well as work with you ongoing for health checks, new needs, training, and trouble shooting. 09_9781118113752-ch06.indd 4609_9781118113752-ch06.indd 46 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 53. Chapter 7 Ten (Okay, Nine) Great ThingsYouCanDowith CollaborationNow! In This Chapter ▶ Reviewing basic UC and collaboration capabilities ▶ Taking your collaboration strategy to the next level! In Chapter 4, we talk about the Quick Start framework for building out your collaboration plan. In this chapter, we take a look at some of the additional capabilities that would benefit your collaboration strategy and self-funded roadmap. We describe some of the unified communications (UC) fea- tures you may already be using and explore the realm of what’s possible — and what’s next for you! Take a peek and figure out what else you can do with collaboration to drive increased productivity, differentiation, and profitability in your enterprise now! It’s Time to Build Out! If you’ve already deployed a UC solution in your enterprise, you are probably somewhat familiar with the portfolio ele- ments described here. However, if these capabilities weren’t part of your Quick Start Strategy, it’s a great time to take a closer look at them now. 10_9781118113752-ch07.indd 4710_9781118113752-ch07.indd 47 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 54. Collaboration For Dummies, Avaya Custom Edition48 Mobility From frequent travelers and teleworkers to employees who have an office but rarely use it or who don’t even have a desk (such as retail, hospitality, and healthcare front line people), more than a billion people around the world are considered mobile workers. Powerful UC clients for desktops, laptops, and handheld devices, and better broadband and Wi-Fi data options are creating opportunities for an array of new mobile collaboration services. A mobility portfolio that connects users anytime, anywhere Avayaone-Xclientsdeliverasoftware- based user experience that lets you easily deploy consistent mobil- ity and communications strate- gies across desktops, laptops, and mobile devices, and drive enterprise performance by: ✓ Simplifying reachability. Multiple reach numbers, com- peting messaging systems, people guessing how best to reach you. Avaya one-X makes a user’s profile the same regard- less of the device being used and provides a single phone number and voicemail box. ✓ Connectingtocustomers.Missed calls mean lost sales and frus- trated customers. Avaya one-X is designed to minimize missed connections. Incoming calls can simultaneously ring on up to five devices. Easily send calls to any device or location based on your customized schedule. ✓ Extending expertise. Your cus- tomers are everywhere and with Avaya one-X, critical exper- tise and decision-making can be everywhere, too. Presence information shows availability of colleagues, executives, subject matter experts, and others. See at a glance who is online, on the phone, or on vacation. ✓ Connecting seamlessly. The “mobility=travel=cellular”equa- tion barely captures the evolving state of mobility in today’s enter- prise. Many “mobile” workers never leave the campus. Avaya one-X provides connectivity to your enterprise communications as you move from conference room to project groups and back to your desk. 10_9781118113752-ch07.indd 4810_9781118113752-ch07.indd 48 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 55. Chapter 7: Ten (Okay, Nine) Great Things with Collaboration Now! 49 As mobility becomes the rule rather than the exception, enter- prise mobile communications strategies are evolving to deliver tools that maximize individual and team performance — for anytime, anywhere collaboration. Presence With UC, you can specify your communications preferences and availability, letting employees know in real-time when you’re available and how they can reach you. Presence makes it easier for a caller to reach a person who’s available and willing to be called, by enabling people to inform others of their status, their availability, and how they can be contacted before a com- munication session even begins. Visual voicemail How much time and effort do you spend “managing” multiple voicemail boxes? For every mailbox, you have to set up and regularly update your greeting, check for new messages, and remember the different methods for accessing each and every one of them. And how do you forward a voicemail from your cell phone to a systems engineer on your corporate system? All of this can be confusing and frustrating, and ultimately it affects your productivity and negatively impacts your abil- ity to respond to calls in a timely manner — which can lead to some very unhappy customers. You can regain control of your messaging using UC capabilities such as: ✓ Cross-media reply: Reply to voicemails in various media formats including voicemail responses to e-mail, and e-mail or text responses to voicemail. ✓ Single voicemail: Manage just one voicemail box that you can access anywhere and send notifications to your office and cell phone, as well as e-mail. ✓ Unified messaging: You can get e-mail, voicemail, and faxes in a single mailbox and have your e-mail messages read to you with text-to-speech capabilities. 10_9781118113752-ch07.indd 4910_9781118113752-ch07.indd 49 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 56. Collaboration For Dummies, Avaya Custom Edition50 Audio, video, and web conferencing Video makes closely and rapidly collaborating teams much more effective when working across different locations and cultures. Being able to see, properly interpret, and have more focused interactions helps people understand each other and make better decisions. Your teams may be global, have differ- ent primary languages, and extend across partners, suppliers, and supply chains — all of which make enhanced collabora- tion capabilities vital to the success of your business. UC enables you to host audio, web, and video conferences on your own network, which saves you a lot of money! UC conferencing capabilities include ✓ Click-to-call, click-to-conference: Allows participants to dial a number or join a conference directly from a web browser or e-mail message. ✓ Conference call-out: Start meetings on time by having your conferencing system call out to the meeting host and participants, instead of waiting for everyone to dial in. ✓ Integrated scheduling: Features, codes, and links associ- ated with a conference call can be automatically included in the meeting invite. Users can then click-to-join or click- to-see the roster of participants during the call. Contact center With expertise and valuable intellectual property spread throughout the enterprise, speed to essential resources is a major differentiator for companies. First contact resolution (FCR) allows enterprises to measure and quantify service and is increasingly being used across the business. As the front line to customers, many contact centers today are focusing on FCR as opposed to other metrics such as average talk time. Fueled by SIP (Session Initiation Protocol) and using the power of presence, collaboration capabilities within the contact center enable agents to access an expert anywhere, anytime, within and outside the organization. Agents can satisfy customers’ needs on the spot as they can quickly and easily see which experts are available to help with a customer inquiry in real-time. Expert buddy lists can be displayed based upon a variety of parameters including time of day, expertise, and even the context of the 10_9781118113752-ch07.indd 5010_9781118113752-ch07.indd 50 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 57. Chapter 7: Ten (Okay, Nine) Great Things with Collaboration Now! 51 customer interaction. The agent can then collaborate with the expert via phone or instant messaging, regardless of where the expert resides. Collaboration in the contact center has proven impacts on cus- tomer satisfaction, agent productivity, and the bottom line. What Else Can You Deploy Now? Taking your collaboration strategy to the next level in busi- ness communications and truly transforming your business means exploring the tools and technologies that help you successfully achieve your business objectives. While some of these cool new capabilities may seem a little futuristic, when it comes to collaboration — the future is here! Communications-enabled business processes Communications-enabled business processes (CEBP) and applications can transform your enterprise providing signifi- cant opportunities to improve worker productivity, speed responses to critical situations, accelerate key processes, and significantly enhance customer satisfaction. Avaya ACE and CEBP Avaya Agile Communication Environment (ACE) extends an enter- prise’s real-time communications infrastructuretobusinessapplications and processes quickly and easily. A comprehensive set of packaged applications provide out-of-the-box functionality, while standards-based developer toolkits make it simple to integrate high- and low-level com- munications functions with applica- tions and complex workflows. CEBP solutions that would have taken telecommunications specialists weeks or months to create can now be developed by IT application devel- opers in days. Tight integration of Avaya ACE and Avaya Aura allows enterprises to adopt centralized, scal- able CEBP approaches to meet spe- cific business needs, made possible through a broad developer ecosystem that includes the Avaya DevConnect program, top global system integra- tors, independent software vendors, and other Avaya partners. 10_9781118113752-ch07.indd 5110_9781118113752-ch07.indd 51 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 58. Collaboration For Dummies, Avaya Custom Edition52 Immersive 3D environments What if you could meet “face to face” with coworkers, customers, and suppliers anytime — no matter where they live or work — without the hassles and costs of travel or the expense and resources required for videoconferencing, and with capabilities far beyond basic voice and online communications? With the right virtual environment software application, you can! Social networking integration If you have teenagers, look over their shoulders some time! Does any of what you see on their monitor screen look any- thing like your corporate website pages? Their experiences are all highly dynamic and visual, whether it’s videos, video games, or personal Skype communications. It is immersive, user-driven, and action-oriented. If you want to reach and excite this next generation of customers, and recruit and train similar “youthful” talent into your channels and support structures, then you need to become a lot more exciting! Meet, sell, and learn with web.alive Avaya web.alive offers an online meeting space that is revolutionizing remote meetings, online sales, and distance learning. Avaya web.alive enables you to fluidly move in an immersive 3D environment, from indi- vidual, to small group, to large group conversations. It removes the barri- ers to effective interaction and allows face-to-facemeetingsfromanywhere you have an Internet connection. Immersive. Rich, 3D graphics and audio are highly engaging for partici- pants and help you establish cogni- tive and social presence. Intelligent. web.alive offers practical tools and sophisticated analytics that help you monitor and measure usage and track a range of key metrics, including collaboration effective- ness, sales, advertising reach, and brand recognition. Integrated. web.alive integrates with existing web pages, web appli- cations, and real-time communi- cations, and meets security and privacy requirements. 10_9781118113752-ch07.indd 5210_9781118113752-ch07.indd 52 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 59. Chapter 7: Ten (Okay, Nine) Great Things with Collaboration Now! 53 UC interfaces need to integrate into social networking envi- ronments that are becoming increasingly enterprise relevant, such as Facebook, Twitter, Skype, and others. Third-party integration Customers are looking for best-of-breed solutions that are simple and easy to use, reduce costs, increase productivity, improve customer satisfaction, and most importantly drive a succinct customer experience. Together, Avaya, Microsoft, IBM, SAP, Salesforce.com, and others offer greater business value through integration where employees can continue to access their favorite tools through a variety of platforms. “The Power of We” When collaboration is a natural and spontaneous part of the workday, everyone operates at a higher level. People reach out for quick support or validation, decisions are made with more speed and confidence, and combined strengths trump indi- vidual abilities. With a three-tiered approach to collaboration enable- ment, Avaya UC can transform your company from a collection ofindividualstoacollaborativepow- erhouse, making it a place where “The Power of We” creates new business-building standards of performance. 10_9781118113752-ch07.indd 5310_9781118113752-ch07.indd 53 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.
  • 60. Collaboration For Dummies, Avaya Custom Edition54 10_9781118113752-ch07.indd 5410_9781118113752-ch07.indd 54 6/23/11 7:09 PM6/23/11 7:09 PM These materials are the copyright of John Wiley & Sons, Inc. and any dissemination, distribution, or unauthorized use is strictly prohibited.