THE ROAD TO IP TELEPHONY: STEPS TO SUCCESS PROJECT MANAGEMENT PROCESS

PPDIOO DEPLOYMENT LIFECYCLE

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Initiate Presales Input from Request For Information Step 1.1 Qualify Task 1.1.1
Review Account History

Analyze Presales Task 1.1.2

Identify Key Stakeholders

Close Presales Task 1.3.2

Develop Financial Justification

Task 1.1.3
Perform Discovery Process

Task 1.1.4
Conduct Initial Interviews

Step 1.2 Solution Education

Task 1.2.1
Solution Demonstrations

Task 1.2.2
Presentations

Step 1.3 Business Solution Development

Task 1.3.1
Conduct Detailed Interviews

Task 1.3.3
Conduct Competitive Analysis

Task 1.3.4
Develop HighLevel Solution and/or Application

Step 1.4 Technical Solution Development

Task 1.4.1
Identify Initial High-Level Design Requirements

Task 1.4.2
Perform Initial Audit of Existing Infrastructure Architecture

Task 1.4.3
Perform Initial Network Analysis

Task 1.4.4
Perform Initial Hardware and Software Gap Analysis

Task 1.4.5
Develop Initial Solution Design

Task 1.4.6
Develop Initial Operations and Support Framework

Task 1.4.7
Identify Initial Service Requirements

Task 1.4.8
Develop Initial Statement of Work

Step 1.5 Develop Proposal

Task 1.5.1
Prepare Executive Presentation

Task 1.5.2
Consolidate Proposal Content

Task 1.5.3
Present Proposal

chapter

1 begins
Plan the Project

chapter

1 ends

Plan the Site Task 2.4.4

Provide for Network Security

Task 2.4.3
Survey and Inventory Network

Task 2.4.2
Perform Inventory or Audit of Existing Traffic Volumes of Pattern

Task 2.4.1
Develop Site Specification

Step 2.4 Perform Low-Level Site Survey

Task 2.3.14
Obtain Final Customer Acceptance

Task 2.3.13
Review Project Templates

Task 2.3.12
Determine Organization Change Readiness

Task 2.3.11
Conduct Risk Assessment

Task 2.3.10
Create Customer To-Do List and Action Plan

Task 2.3.9
Establish Project Communication Plan

Task 2.3.8
Prepare High-Level Project Plan

Task 2.3.7
Develop Project Implementation Budget

Task 2.3.6
Develop Support Strategy

Task 2.3.5
Develop Training Strategy

Task 2.3.4
Determine Resource Requirements

Task 2.3.3
Designate Project Management Structure

Task 2.3.2
Discuss Design Requirements, Alternatives, and Deliverables

Task 2.3.1
Set Client Expectations

Step 2.3 Conduct a Planning Workshop

Task 2.2.2
Customer Kickoff Meeting

Task 2.2.1
Internal Kickoff Meeting

Step 2.2 Project Kickoff

Step 2.1 Customer Requirements Verification Contract Signed

chapter

2 ends
Design the Solution Step 3.1 Host Design Workshop Task 3.1.1
Generate LowLevel Migration/ Integration Strategy

chapter

2 begins

Review Design Task 3.1.2

Perform Tradeoff Analysis Between Primary and Alternate Solutions

Task 3.1.3
Perform Gap Analysis Between Existing and Proposed System

Task 3.1.4
Finalize Training Strategy

Task 3.1.5
Finalize Support Strategy

Task 3.1.6
Finalize Network Security Strategy

Step 3.2 Low-Level Design

Task 3.2.1
Conduct Detailed Design-Business Requirements Gap Analysis

Task 3.2.2
Develop Detailed Solution Design

Task 3.2.3
Begin Implementation Planning

Task 3.2.4
Finalize Customer To-Do List and Action Plan

Step 3.3 Detailed Design Review

Task 3.3.1
Conduct Integration Analysis

Task 3.3.2
Finalize Detailed Design Documents

Task 3.3.3
Conduct Internal Detailed Design Review

Step 3.4
Present Low-Level Design to Primary Decision Maker for Acceptance

Task 3.4.1
Obtain Customer Solution Acceptance

Task 3.4.2
Obtain Purchase Order From Customer

chapter

3 begins
Manage the Implementation Task 4.1.2
Order Hardware and Software Support

chapter

3 ends

Plan the Implementation Step 4.1 Input from Plan and Design Phase Order Equipment Task 4.1.1
Order Hardware and Software

Step 4.2
Implementation Planning

Task 4.2.1
Hold Implementation Planning Meeting

Task 4.2.2
Develop Response and Escalation Plan

Task 4.2.3
Verify Customer ToDo List and Action Plan

Task 4.2.4
Prepare Installation Documentation

Step 4.3 Project Monitor and Control

Task 4.3.1
Status Reporting

Task 4.3.2
Change Control

Task 4.3.3
Issue and Risk Management

Task 4.3.4
Quality Control

chapter

4 begins
Test the Implementation Complete the Implementation Task 4.6.2
Conduct Pre-Launch Test

Execute the Implementation Step 4.4 Site Preparation Task 4.4.1

Validate Site Specifications

Task 4.4.2
Complete Site Survey

Task 4.4.3
Prepare Site

Task 4.4.4
Verify Site Survey

Step 4.5 Install and Configure

Task 4.5.1
Stage Equipment

Task 4.5.2
Install Equipment and Server Software

Task 4.5.3
Load, Configure, Integrate, and Test Client Software

Task 4.5.4
Network Implementation Plan Acceptance

Step 4.6 Test and Acceptance

Task 4.6.1
Test the Solution

Task 4.6.3
Network Ready for Use Acceptance

Step 4.7 Knowledge Transfer

Task 4.7.1
Train the Administrator

Task 4.7.2
Perform End-User Training

Task 4.7.3
Establish Day1 Support

Task 4.7.4
Hold Cisco TAC or Day-2 Handoff Meeting

Step 4.8 Close Out

Task 4.8.1
Perform Internal Review to Determine Lessons Learned

Task 4.8.2
Create Support Transition Documentation

Task 4.8.3
Project Acceptance

chapter

4 ends

Manage Performance Task 5.3.4

Conduct Customer Satisfaction Surveys

Manage Change Task 5.2.1

Plan and Perform Product Upgrades

Manage the System___ Task 5.1.5

Maintain System Security

Task 5.3.3
Monitor Service Level Agreements

Task 5.3.2
Produce Network Availability Reports

Task 5.3.1
Monitor Health and Performance of System

Step 5.3 Performance Management

Step 5.2 Change Management

Task 5.1.4
Manage System Trouble

Task 5.1.3
Perform Routine Maintenance

Task 5.1.2
Manage the Assets

Task 5.1.1
Administer and Back Up System Components

Step 5.1 System Management Hand Off to Operations

chapter

ends

chapter

Legend
begins

Presale Phase
Conduct Optimization

Plan Phase

Design Phase

Implementation Phase Operate Phase

Optimize Phase

How To Use This Poster

Step 6.1 Solution Stabilized
Input from Operations Management

To keep track of all the various steps involved in managing your migration, this poster illustrates the key tasks associated with

Task 6.1.1
Establish Optimization Process

Task 6.1.2
Evaluate Optimization Needs

Task 6.1.3
Identify Optimization Opportunities

Step 6.2 Optimization Execution

Task 6.2.1
Devise Optimization Solutions

Task 6.2.2
Test the Optimization Solution

Task 6.2.3
Perform Optimization

Task 6.2.4
Conduct Optimization Knowledge Transfer

Organization Planning

Input from Optimization Process and On-Going Assessment

managing your deployment through the complete Plan, Design, Implementation, Operate and Optimize project lifestyle. Use this poster as a visual reminder of the "Steps to Success" you should consider throughout your IP Telephony engagement. This is a must-have tool for every member of the team. To make things even easier, the poster outlines where within The Road to IP Telephony you can find additional details concerning the various steps. Feel free to write on this poster to capture some of your favorite best practices, website links, tips, and lessons learned.

chapter

6 begins

chapter

6 ends

chapter

7 begins

chapter

7 ends

The Road to IP Telephony Outline

Chapter 1: A Cisco Evolution Chapter 5: Day 2 Handoff and Support Chapter 2: Before You Begin Chapter 6: Final Piece of the Conversion Chapter 3: The Migration Strategy Chapter 4: Implementation Chapter 7: Moving ForwardContinuing to Be Cisco's First and Best Customer

The Road to IP Telephony: How Cisco Systems Migrated from PBX to IP Telephony
Stephanie L. Carhee ISBN: 1-58720-088-0
While the needs of every enterprise are different, some things are universal. Planning, communication, teamwork, and understanding your requirements are as important as technical expertise. The Road to IP Telephony: How Cisco Systems Migrated from PBX to IP Telephony provides best practices for a phased migration to a converged voice and data network. Sharing these lessons and experiences offers the reader a blueprint of a real-world deployment, reducing anxiety and building confidence in the decision to migrate to IP Telephony. The Road to IP Telephony is written for any business professional involved in the decision to install an IP Telephony system. It assumes no in-depth technical knowledge, and explains what exactly makes up an IP Telephony system, as well as what is involved in implementing one. This book goes on to help decision makers and others involved in such applications to plan the deployment, assuring adequate resources and staffing. Further sections then delve into the actual implementation and resulting support needs as the system becomes active. This book shares the personal experiences of Cisco employees and partners as they have gone through the transitional process of looking at this technologynot just as a new phone system, but as a business model for the convergence of voice and data.

Network Business Series from Cisco Press

The business and IT professional's guide to understanding networking investments
Today more than ever, companies are focusing on network solutions as part of their overall business strategies and are studying the profitability, effectiveness, and impact of these systems. The Network Business series supports all business professionals who are involved in the search for optimal network systems, whether they are longtime IT professionals or business managers with no technical expertise. Written in an approachable and clear style, these titles expect no in-depth technical training, only an understanding of general network concepts and a businessperson's interest in how technology can play a role in the growth of an organization. Network Business titles provide readers with concise and useful information using book features such as technology overviewswhich present details to facilitate informed decision making, without overwhelming readersneeds analysis, interviews, case studies, and ROI and TCO metrics.

Other Network Business Series Titles

Planet Broadband 1-58720-090-2 IP Telephony Unveiled 1-58720-075-9 Taking Charge of Your VoIP Project 1-58720-092-9 The Case for Virtual Business Processes 1-58720-087-2 The Business Case for E-Learning 1-58720-086-4 Power Up Your Small-Medium Business 1-58705-135-4