Project Phases

Phase 1 Initiation / Discovery Internal Project Kick-Off Meeting o Meet with IT Manager/Office Manager User/Extension List Email List Voicemail email credentials Mobile Phone List Determine IP Availability DHCP Static 10/100 or gigabit? Type of firewall Will we have access? Type of switches POE or Power supplies o Site Survey Locate server/phone room/closet Check Reliability of switches Check Demarc/Patch panel Check Cable management Determine Phone Placement Check for RJ-45 Jacks near all phone areas Check cable lengths Design Floor plan if not provided Check cable quality Check network infrastructure Determine Office Hours of Operation o Set The Schedule Determine Install Dates Day 1 Install phone server and phones Day 2 SIP Trunk Configure and Install Day 2 Group Training Day 3 Individual Training Day 4 Final Testing and cutover Day 5 Half day walk around

o This is all dependent on job size and customer needs Produce configuration plan, menu map and IVR scripts o Ring Groups Users Ring All or Priority Hunt? Ring order (if applicable) Ring Time No Answer Destination o Digital Attendant Day Script (Office Hours) Night Script (Out Of Office Hours) o Call Queues Users Ring Strategy Ring order (if applicable) Intro Script No answer destination SLA and Call Back Who is Queue manager? Managers Email o Music On Hold Determine what music on hold to use .wav file Internet Radio Input o Call Recording Do they need/want call recording? Which Users Who can listen to recordings? Phase 2 Equipment Pre-Stage Order Equipment Configure Server o Install OS o Update Windows o Setup Firewall Rules

o Install 3CX o Install 3CX License o Set IP Address Setup Phones o Point Config Path to server o Test functionality Phase 3 Initial Install Install phone server o Configure Extensions Set Extension Set E-mail Set Mobile Number Set SIP Password Set VM Pin Set to email and attach VM Input Phone MAC Address Select Phone Type Configure BLFs (If Applicable) Set Other Options Make sure recording is selected if applicable Uncheck Disallow use outside of LAN o Configure SIP Provider Configure External Number (BTN) Set Auth ID Set Auth Pass Set Simultaneous Calls Go Into DID o Input DID Ranges Go Into Source ID o Check Source Identification by DID o Click Add DID Select All Go to Outbound Parameters o Set From user to be Callerid From Ext Management o Test Trunks with Soft Phone

Setup Inbound Rules Setup Outbound Rules Setup Bridge If Applicable Configure Day And Night Digital Attendant Setup the Button Commands Record The Greeting o Configure Ring Groups Name them accordingly Add members Setup Ring Timer o Setup Call Queue Name them accordingly Add members Set ring strategy Record into Set management Set SLA requests o Verify System is up to date Install phones and Myphone o Install on desk o Make sure it gets and IP address o Test an outbound call for at least 45 seconds o Install Myphone while at desk Phase 4 Training Provide Group Training Session If Applicable Provide Individual Training o Explain Myphone Explain about call status Show Right Click features Call Chat Call mobile Leave voicemail Intercom Add to conference Show how to look at call queues

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 Show how to look at and interact with call history Call Number Edit Number Add to Phonebook Show them Visual Voicemail and explain how to use Delete messages Listen on pc Listen on phone Explain Phonebook Show how to add users Show outlook integration How to call a number Go Through Settings With End User Show How to Do Myphone Conference o Explain Phone Show how to conference Show how to transfer Show how to hold Show how to use speakerphone Volume Controls Phonebook Speed Dials BLF Keys (if applicable) o Voicemail Personal Greeting Recorded Name Show how to check voicemail Listen Save Forward Delete o General Functions Park Hold Transfer Conference Transfer To Voicemail

Phase 5 Go live Test outbound calling o Call a local number o Call a long distance number o Call 911 Check address Test inbound calling o Test AA o Test Ring Groups o Test Multiple DIDs Test voicemail o Check Main VM o Test a few users Test auto attendant o Check for DTMF o Check for correct script o Check for correct recording Test hunt groups o Check Ring Timers o Check Unavailable Routing Phase 6 Configuration wrap-up and training Canvass all users for questions and issues o Make sure everyone is comfortable with all functions Customer acceptance o Go through the sign off sheet o Get it signed Phase 7 Project Review & Wrap up Internal Review o What went well o What can we improve o Any problems? Internal Documentation for Future Support