Make a Data-Driven Decision on Unified Communications

Quantify the real value and need for UC to make the business case and build a realistic roadmap.

Onsite Workshop


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Lack of data to validate and quantify the business case for UC leads to:

  • Failure to secure funding and approval for UC implementations
  • Lack or perceived lack of critical features and functions
  • Excessive or unnecessary features and functions

A data-driven approach to selecting and implementing UC functions leads to:

  • Greater chances of securing UC project funding and approval
  • Increased UC project success through greater buy-in and user adoption

Module 1: Make the Case

The Purpose

  • Assess the value of making a data-driven UC decision.
  • Make a go/no-go decision.

Key Benefits Achieved

  • Clarify scope and goals of the UC project.
  • Make a business case for conducting a UC end-user survey.
  • Build buy-in and momentum for the UC end-user survey.

Activities: Outputs:
1.1 Define scope of the UC project
  • UC Project Mini-Charter
1.2 Create a high-level UC project timeline
  • UC Project Timeline
1.3 Estimate the value of making a data-driven UC decision
  • Estimated value assessment for conducting a UC end-user survey
1.4 Make a go/no-go decision on whether to conduct an UC end-user survey
  • Go/no-go decision on whether to conduct a UC end-user survey

Module 2: Conduct a Preliminary Needs Assessment

The Purpose

  • Establish the right direction and momentum for the project.

Key Benefits Achieved

  • Maximize UC project support by engaging stakeholders early in the process.
  • Ensure you ask the right questions to elicit usable, high-quality survey data.

Activities: Outputs:
2.1 Document IT’s initial assumptions about UC current state, unsatisfied needs, and future possibilities
2.2 Define stakeholder and user groups
2.3 Interview or survey stakeholders
2.4 Collect and consolidate stakeholder feedback
2.5 Identify gaps between IT’s initial assumptions and findings of stakeholder interviews
  • Preliminary UC Needs Assessment

Module 3: Develop and Distribute the Survey

The Purpose

  • Elicit data and insights into UC use cases, demand, and opportunities.

Key Benefits Achieved

  • Survey end users about UC preferences and requirements.
  • Produce a visual report with insights into end-user preferences and needs.

Activities: Outputs:
3.1 Select a survey engine
3.2 Refine questions and finalize the survey
3.3 Test and distribute the survey
  • UC User Awareness & Interest Survey

Module 4: Review and Analyze Survey Results

The Purpose

  • Turn the data into a compelling report and usable insights.

Key Benefits Achieved

  • Make a data-driven decision on UC.
  • Validate UC use case assumptions.
  • Support the business case for UC.

Activities: Outputs:
4.1 Collect and review the results
4.2 Identify and assess unused capabilities, unsatisfied needs, awareness gaps, and user trends
4.3 Rate the drivers of platform change based on your analysis
  • Telephony/UC End-User Diagnostic

Module 5: Incorporate Data into the UC Strategy

The Purpose

  • Align the UC implementation with data and insights from the survey.

Key Benefits Achieved

  • Clarify and communicate plans to cultivate agreement and inform the UC Business Value Assessment.
  • Generate meaningful insight into the economic value of your UC target infrastructure.

Activities: Outputs:
5.1 Design a UC target infrastructure
  • UC Target Infrastructure
5.2 Assess the business value of the target infrastructure to identify the financials of your investment
  • UC Business Value Assessment

Module 6: Update the UC Roadmap

The Purpose

  • Foster buy-in and adoption as you move forward with the UC project.

Key Benefits Achieved

  • Create a definitive plan for moving the UC project forward.
  • Communicate the UC project goals, benefits, and requirements.

Activities: Outputs:
6.1 Use Info-Tech’s UC Roadmap template to communicate the business case and project overview
6.2 Visualize schedules for UC benefits realization and costs
6.3 Determine actions required to complete the UC project
6.4 Define roles and responsibilities for completing the UC project
6.5 Finalize the UC project communication plan
  • UC Project Roadmap

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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