Cisco Unity Design Process—Presales

1. Cisco Unity Design Process—Presales Determining Customer Requirements

2. Cisco Unity Design Process What is it? • A repeatable design methodology that focuses on developing a sustainable design. A sustainable design is maintainable and seeks to minimize the impact of deployment, administration, and maintenance when deployed (day two). • It is a series of documents and templates to be bundled as deployment kits for anyone to use. Partners can use it to streamline the design of any Cisco Unity solution and to identify services opportunities to sell to customers.

3. Cisco Unity Design Process Templates • Internal Customer Requirements Worksheet • Customer Requirements Verification • Cisco Unity Preliminary High-Level Design • Bill of Materials • Cisco Unity Usage Analysis • Cisco Unity Physical Site Survey • Cisco Unity Logical Survey • Cisco Unity High-Level Design Definition • Cisco Unity Low-Level Design Definition • Cisco Unity Implementation Plan • Cisco Unity Low-Level Installation Guide

4. Design Process Project Tracking Worksheet for CUSTOMERNAME.xls

5. Internal Customer Requirements Worksheet • Internal Customer Requirements Worksheet has three general goals: • Gather the customer’s high-level requirements • Define the customer’s ultimate goals • Obtain a general understanding of the customer’s infrastructure

6. What Is a High-Level Requirement? • High-level requirement: A broad requirement that gives general guidance • Examples: • Eliminate a circuit-switched system • Install IP telephony and Cisco Unity to gain unified messaging capabilities • Internal Customer Requirements Worksheet • Customer Requirements Verification

7. Building Blocks Cisco Unity features and functionality • Know the product; install it in a lab or create a demonstration build for a laptop. • Cisco Unity product documentation • Cisco Unity system requirements and release notes • Cisco Unity tools that help you use Cisco Unity features and functionality—example: the Audio Text Manager

8. Customer Requirements Verification • The Customer Requirements Verification: • Summarizes the customer's initial technical requirements • Defines feature mappings between the customer’s current system and goals to Cisco Unity system features • Used to state the requirements back to the customer to qualify expectations and make sure everyone agrees on the scope of the project

9. Cisco Unity Preliminary High-Level Design • The Cisco Unity preliminary high-level design is developed from the Internal Customer Requirements Worksheet. • This is a high-altitude View of what you plan on implementing for the customer. • You will use this to define to your customer: • Your plans on how to integrate with the PBX infrastructure • Which deployment model you plan to use • Which, if any, Interop Gateway you will use • Overview of the Cisco Unity solution

10. Bill of Materials • Through the process of collecting the customer data and filling out the templates, you develop estimates: • Necessary hardware • Which platforms and how many? • DC/GCs, Cisco Unity servers, mailstores • System license • 32 ports or 72 ports? • User license • UM or VM? • Interoperability license • AMIS, Bridge, or VPIM ? • Services • SMARTnet

11. Summary • Unity Design Process Templates are resources to be used during the design process. • A high-level requirement is a high-altitude view of the project’s final goal. • It is essential to know Cisco Unity’s features and capabilities to build a workable design. • The Internal Customer Requirements worksheet, the Customer Requirements Verification, the Cisco Unity Preliminary High-Level Design, and the Bill of Materials are the templates to use in the Presales phase. • The Customer Requirements Verification Template can be used to gather customer requirements. • Cisco Unity servers, user licenses, networking licenses, and network infrastructure requirements are examples to be considered in creation of a Bill of Materials.