With features such as messaging, collaboration tools, and video conferencing, UCaaS enables users to be more effective regardless of location and device. This can lead to quicker decision making and reduce communication delays.
Besides the small introduction, subscribers and consulting clients within this management domain have access to:
In addition to examining the benefits of UCaaS, this deck covers how to drive toward an RFP and convince the C-suite to champion your UCaaS strategy.
This questionnaire is a starting point. Sections include: 1) Current State Questionnaire, 2) IT Infrastructure Readiness Questionnaire, and 3) UCaaS Vendor Questionnaire. These questions can also be added to an RFP for UCaaS vendors you may want to work with.
Hybrid/remote work is a reality and there is little evidence to prove otherwise despite efforts to return employees to the office. A 2023 survey from Zippia says 74% of US companies are planning to or have implemented hybrid work policies. Given the reality of the new ways people work, there’s a genuine need for a UCaaS solution.
The days of on-premises private branch exchange (PBX) and legacy voice over internet protocol (VoIP) solutions are numbered, and organizations are examining alternative solutions to redundant desk phones. The stalwarts of voice solutions, Cisco and Avaya, have seen the writing on the wall for some time: the new norm must be a cloud-based solution that integrates via API with content resource management (CRM), email, chat, and collaboration tools.
Besides remaining agile when accommodating different work locations, it’s advantageous to be able to quickly scale and meet the needs of organizations and their employees. New technology is moving at such a pace that utilizing a UCaaS service is truly beneficial, especially given its AI, analytics, and mobile capabilities. Being held back by an on-premises solution that is capitalized over several years is not a wise option.
John Donovan
Principle Research Director, I&O Practice
Info-Tech Research Group
Improved integration and communication in a hybrid world
Unified communication as a service (UCaaS) integrates several tools into one platform to provide seamless voice, video, chat, collaboration, sharing and much more. The ability to work from anywhere and the ability to use application programming interfaces (APIs) to integrate content resource management (CRM) and other productivity tools into a unified environment is a key component of employee productivity, whether at the office or remote, or even on mobile devices.
Simplify your maintenance, management, and support
Communication and voice using a cloud provisioner has many benefits and makes life easier for your IT staff. No more ongoing maintenance, upgrades, patching and managing servers or private branch exchanges (PBXs). UCaaS is easy to deploy, and due to its scalability and flexibility, users can easily be added or removed. Now businesses can retire their legacy technical debt of voice hardware and old desk phones that clutter the office.
Oversight on security
The utilization of a software as a service (SaaS) platform in UCaaS form does by design risk data breaches, phishing, and third-party malware. Fortunately, you can safeguard your organization’s security by ensuring the vendor you choose features SOC2 certification, taking care of encryption, firewalls, two-factor authentication and security incident handling, and disaster recovery. The big players in the UCaaS world have these features.
Your ChallengeSo, your legacy PBX is ready to be replaced. It has no support or maintenance contract, and you face a critical decision. You could face these challenges:
|
Common ObstaclesBusinesses may worry about several obstacles when it’s time to choose a voice and collaboration solution. For example:
|
Info-Tech’s ApproachIt’s critically important to perform due diligence and build out requirements when deciding what UCaaS solution works for you. Even if you decide not to pursue this cloud-based service, at least you will:
In this advisory deck, you will see a set of questions you must ask including whether Teams is suitable for your business. |
Determine your communication and collaboration needs. Evaluate your current use of voice, video, chat, collaboration, sharing, and mobility whether for the office or remote work. Evaluate your security and regulatory requirements and needs. Determine the integration requirements when evaluating top vendors.
Flexibility and scalability
Ability to add/remove users and services as appropriate for changing business needs, allowing for quick adaptation to changing markets.
Productivity
Offering features like messaging, collaboration tools, and video conferencing enables users to be more effective regardless of location and device. May lead to quicker decision making and reduced communication delays.
Cost savings
Eliminating the need for on-premises hardware and software, reducing maintenance and support costs. Predictable monthly billing.
Business continuity
Reducing risks of disruption or disaster. Allowing users to work from anywhere when the physical office is unavailable. Additional features can include disaster recovery and backup services.
Enhanced security
UCaaS providers usually offer advanced security and compliance features including encryption, firewall, intrusion detection, and certifications like HIPAA and SOC 2.
What key metrics should businesses measure to demonstrate a successful UCaaS project?
What improvements are needed?
What can be optimized?
KPI | Measurement |
User adoption rate |
|
Call quality and reliability |
|
Cost savings |
|
Improved productivity |
|
Customer satisfaction |
|
Scalability |
|
Collaboration: No Jitter’s study on team collaboration found that 95% of survey respondents think collaborative communication apps are a necessary component of a successful communications strategy.
Source: No Jitter, 2018.
Security: When deploying remote communication solutions, 95% of businesses say they want to use VPN connections to keep data private.
Source: Mitel, 2018.
Flexibility: While there are numerous advantages to cloud-based communications, 31% of companies intend to use UCaaS to eliminate technical debt from legacy systems and processes.
Source: Freshworks, 2019.
While many organizations are widely adopting UCaaS, they still have data security concerns
UCaaS is growing at a rate that shows the market for UC is moving toward cloud-based voice and collaboration solutions at a rate of 29% year over year.
Source: Synergy Research Group, 2017.
While it’s increasingly popular to adopt cloud-based unified communication solutions, 70% of those companies are still concerned about their data security.
Source: Masergy, 2022.
Concerns around security range from encrypting conversations to controlling who has access to what data in the organization’s network to how video is managed on emerging video communications platforms.
Ensure you maintain a robust security posture with your data regardless of where it is being stored. Security breaches can happen at any location.
Main benefits of UCaaS
There are five reasons you should migrate to UCaaS. They are advanced technology, easily scalable, cost efficiencies, highly available, and security. There are always outliers, but these five criteria are a reliable foundation when assessing a vendor/product.
Unified communications as a service (UCaaS) is a cloud-based subscription service primarily for communication tools such as voice, video, messaging, collaboration, content sharing, and other cloud services over the internet. It uses VoIP to process calls.
The popularity of UCaaS is increasing with the recent trend of users working remotely full or part-time and requiring collaboration tools for their work.
Must-haves vs. nice-to-haves
Decide what matters most to the organization when choosing the UC platform and applications. Divide criteria into must-have vs. nice-to-have categories.
What are the concerns? What is at risk?
SRTP
TLS
VPNs and firewalls
SIP
SSH
Encryption is a must for securing data and voice packets across the internet. These packets can be vulnerable to eavesdropping techniques and local area network (LAN) breaches. This risk must be mitigated from end to end.
Seven vendors competing with Microsoft’s integrated suite of collaboration tools
Best for large meetings and webinars
Key features:
Best for project management collaboration tools
Key features:
Best for CRM support, best-in-class functionality and features
Key features:
Best for integration with other business apps
Key features:
Best for small companies under 15 users
Key features:
Only vendor offering real-time translation & closed captioning
Key features:
Best for whole team collaboration for docs and slides
Key features:
Avaya offers the OneCloud UC platform. It is one of the last UC vendors to offer on-premises solutions. In a market which is moving to the cloud at a serious pace, Avaya retains a 14% share. It made a strategic partnership with RingCentral in 2019 and in February 2021 they formed a joint venture which is now called Avaya Cloud Office, a UCaaS solution that integrates Avaya’s communication and collaboration solution with the RingCentral cloud platform.
With around 33% of the UC market, Cisco also has a selection of UC products and services for on-premises deployment and the cloud, including WebEx Calling, Jabber, Unity Connections for voice messaging, and Single Number Reach for extensive telephony features.
Both vendors support on-premises and cloud-based solutions for UC.
Avaya Cloud Office
Cisco WebEx
INDUSTRY: All industries
SOURCE: Software reviews
RingCentral integrates with some popular contact centers such as Five 9, Talkdesk and Sharpen. They also have a built-in contact center solution that can be integrated with their messaging and video conferencing tools.
GoToConnect integrates with several leading customer service providers including Zendesk and Salesforce Service Cloud They also offer a built-in contact center solution with advanced call routing and management features.
WebEx integrates with a variety of contact center and customer service platforms including Five9, Genesys, and ServiceNow.
Dialpad integrates with contact center platforms such as Talkdesk and ServiceNow as well as CRM tools such as Salesforce and HubSpot.
Google Workspace integrates with third-party contact center platforms through their Google Cloud Contact Center AI offering.
* Some reported issues around sound and voice quality may be due to network
**Limited to certain plans
UCaaS |
CPaaS |
|
Defined |
Unified communication as a service – a cloud-based platform providing a suite of tools like voice, video messaging, file sharing & contact center. |
Communication platform as a service – a cloud-based platform allowing developers to use APIs to integrate real-time communications into their own applications. |
Functionality |
Designed for end users accessing a suite of tools for communication and collaboration through a unified platform. |
Designed for developers to create and integrate comms features into their own applications. |
Use cases |
Replace aging on-premises PBX systems with consolidated voice and collaboration services. |
Embedded communications capabilities into existing applications through SDKs, Java, and .NET libraries. |
Cost |
Often has a higher cost depending on services provided which can be quite comprehensive. |
Can be more cost effective than UCaaS if the business only requires a few communication features Integrated into their apps. |
Customization |
Offers less customization as it provides a predefined suite of tools that are rarely customized. |
Highly flexible and customizable so developers can build and integrate to fit unique use cases. |
Vendors |
Zoom, MS Teams, Cisco WebEx, RingCentral 8x8, GoTo Meeting, Slack, Avaya & many more. |
Twilio, Vonage, Pivo, MessageBird, Nexmo, SignalWire, CloudTalk, Avaya OneCloud, Telnyx, Voximplant, and others. |
Consider your approach to the telephony question. Microsoft incorporates telephony functionality with their broader collaboration suite. Other providers do the opposite.
These options allow you to plan for an all-cloud solution, connect to your own carrier, or use a combination of all cloud with a third-party carrier. Caveat: Calling plans must be available in your country or region.
How do you connect with the public switched telephone network (PSTN)?
Microsoft has three options for connecting the phone system to the PSTN:
This plan will work for you if:
This plan will work for you if:
This plan will work for you if:
For more information, go to Microsoft Teams call flows.
Microsoft Teams phone considerations when connecting to a PSTN
All in the cloud for Teams users
Infrastructure requirements:
Requires uninterrupted connection with Microsoft 365 | Yes |
Available worldwide* | No |
Requires deploying and maintaining a supported session border controller (SBC) | No |
Requires contract with third-party carrier | No |
*List of countries where calling plans are available: aka.ms/callingplans
Phone system in the cloud; connectivity to on-premises voice network for Teams users
Infrastructure requirements:
Requires uninterrupted connection with Microsoft 365 | Yes |
Available worldwide* | No |
Requires deploying and maintaining a supported session border controller (SBC) | No |
Requires contract with third-party carrier | Yes |
*List of countries where Operator Connect is available: aka.ms/operatorconnect
Phone system in the cloud; connectivity to on-premises voice network for Teams users
Infrastructure requirements:
Requires uninterrupted connection with Microsoft 365 | Yes |
Available worldwide | Yes |
Requires deploying and maintaining a supported session border controller (SBC) | Yes |
Requires contract with third-party carrier* | Yes |
*Unless deployed as an option to provide connection to third-party PBX, analog devices, or other voice equipment for users who are on Phone System with Calling Plans
A Metrigy study found that 70% of organizations adopting MS Teams are using direct routing to connect to the PSTN
Note: Complex organizations with varying needs can adopt all three options simultaneously.
Pros:
Cons:
Phone System is Microsoft’s answer to the premises-based private branch exchange (PBX) functionality that has traditionally required a large capital expenditure. The cloud-based Phone System, offered with Microsoft’s highest tier of Microsoft/Office 365 licensing, allows Skype/Teams customers access to the following features (among others):
Phone System, especially the Teams version, is a fully-featured telephony solution that integrates natively with a popular productivity solution. Phone System is worth exploring because many organizations already have Teams licenses.
“Plan your Teams voice solution,” Microsoft, 2022.
“Microsoft Calling Plans for Teams,” Microsoft, 2023.
“Plan Direct Routing,” Microsoft, 2023.
“Cisco vs. Microsoft Cloud Calling—Discussing the Options,” UC Today, 2022.
“Microsoft Teams Phone Systems: 5 Deployment Options in 2020,” AeroCom, 2020.
If you want to use a certified and direct routing solution for Teams Phone, use the Connect model.
If you want to use Azure bots and the Microsoft Graph Communication APIs that enable solution providers to create the Teams app, use the Extend model.
If you want to use the SDK that enables solution providers to embed native Teams experiences in their App, use the Power model (under development).
The Connect model features |
The Extend model features |
The Power model features (TBD) |
Office 365 authN for agents to connect to their MS tenant from their integrated CCaaS client |
Team graph APIs and Cloud Communication APIs for integration with Teams |
Goal: One app, one screen contact center experience |
Use Teams to see when agents are available |
Teams-based app for agent experience Chat and collaboration experience integrated with the Teams Client |
Goal: Adapt using software development kits (SDKs) |
Transfers and groups call support for Teams |
Teams as the primary calling endpoint for the agent |
Goal: One dashboard experience |
Teams Graph APIs and Cloud communication APIs for integration with Teams |
Teams' client calling for the all the call controls. Preserve performance & quality of Teams client experience |
|
Multi-tenant SIP trunking to support several customers on solution provider’s SBC |
Agent experience apps for both Teams web and mobile client |
|
Solution providers to use Microsoft certified session border controller (SBC) |
Analytics workflow management role-based experience for agents in the CaaS app in Teams |
Plan network basics
What internet speed do I need for Teams calls?
Key physical considerations
Prepare your organization's network for Microsoft Teams
Plan your Teams voice solution
Check your internet connection for Teams Phone System
Teams Phone Mobile
Input: Evaluate your current state, Network readiness
Output: Decisions on readiness, Gaps in infrastructure readiness, Develop a project plan
Materials: UCaaS Readiness Questionnaire
Participants: Infrastructure Manager, Project Manager, Network Engineer, Voice Engineer
As a group, read through the questions on Tabs 1 and 2 of the UCaaS Readiness Questionnaire workbook. The answers to the questions will determine if you have gaps to fill when determining your readiness to move forward on a UCaaS solution.
You may produce additional questions during the session that pertain to your specific business and situation. Please add them to the questionnaire as needed.
Record your answers to determine next steps and readiness.
When assessing potential vendors, use Tab 3 to determine suitability for your organization and requirements. This section may be left to a later date when building a request for proposal (RFP).
Call #1: Review client advisory deck and next steps.
Call #2: Assess readiness from answers to the Tab 1 questions.
Download the UCaaS Readiness Questionnaire here
|
Modernize Communications and Collaboration InfrastructureOrganizations are losing productivity from managing the limitations of yesterday’s technology. The business is changing and the current communications solution no longer adequately connects end users. A new communications and collaboration infrastructure is due to replace or update the legacy infrastructure in place today. |
|
Establish a Communication and Collaboration System StrategyCommunication and collaboration portfolios are overburdened with redundant and overlapping services. Between Office 365, Slack, Jabber, and WebEx, IT is supporting a collection of redundant apps. This redundancy takes a toll on IT, and on the user. |
|
Implement a Transformative IVR Experience That Empowers Your CustomersLearn the strategies that will allow you to develop an effective interactive voice response (IVR) framework that supports self-service and improves the customer experience. |
“8 Security Considerations for UCaaS.” Tech Guidance, Feb. 2022. Accessed March 2023.
“2022 UCaaS & CCaaS market trends snapshot.” Masergy, 2022. Web.
“All-in-one cloud communications.” Avaya, 2023. Accessed April 2023. Web.
Carter, Rebekah. “UC Case Study in Focus: Microsoft Teams and GroupM.” UC Today, 9 May 2022. Accessed Feb. 2023.
“Cisco Unified Communications Manager Cloud (Cisco UCM Cloud) Data Sheet.” Cisco, 15 Sept. 2021. Accessed Jan. 2023.
“Cloud Adoption as Viewed by European Companies: Assessing the Impact on Public, Hybrid and Private Cloud Communications.” Mitel, 2018. Web.
De Guzman, Marianne. “Unified Communications Security: The Importance of UCaaS Encryption.” Fit Small Business, 13 Dec. 2022. Accessed March 2023.
“Evolution of Unified Communications.” TrueConf, n.d. Accessed March 2023. Web.
Froehlich, Andrew. “Choose between Microsoft Teams vs. Zoom for conference needs.” TechTarget, 7 May 2021. Accessed March 2023.
Gerwig, Kate. “UCaaS explained: Guide to unified communications as a service.” TechTarget, 29 March 2022. Accessed Jan. 2023.
Irei, Alissa. “Emerging UCaaS trends include workflow integrations and AI.” TechTarget, 21 Feb 2020. Accessed Feb. 2023.
Kuch, Mike. “What Is Unified Communications as a Service (UCaaS)?” Avaya, 27 Dec. 2022. Accessed Jan. 2023.
Lazar, Irwin. “UC vendors extend mobile telephony capabilities.” TechTarget, 10 Feb. 2023. Accessed Mar 2023.
McCain, Abby. "30 Essential Hybrid Work Statistics [2023]: The Future of Work." Zippia, 20 Feb. 2023. Accessed Mar 2023.
“Meet the modern CIO: What CEOs expect from their IT leaders.” Freshworks, 2019. Web.
“A New Era of Workplace Communications: Will You Lead or Be Left Behind.” No Jitter, 2018. Web.
Plumley, Mike, et al. “Microsoft Teams IT architecture and voice solutions posters.’” Microsoft Teams, Microsoft, 14 Feb. 2023. Accessed March 2023.
Rowe, Carolyn, et al. “Plan your Teams voice solution” Microsoft Learn, Microsoft, 1 Oct. 2022.
Rowe, Carolyn, et al. “Microsoft Calling Plans for Teams.” Microsoft Learn, Microsoft, 23 May 2023.
Rowe, Carolyn, et al. “Plan Direct Routing.” Microsoft Learn, Microsoft, 20 Feb. 2023.
Scott, Rob. “Cisco vs. Microsoft Cloud Calling—Discussing the Options,” UC Today, 21 April 2022.
Smith, Mike. “Microsoft Teams Phone Systems: 5 Deployment Options in 2020.” YouTube, uploaded by AeroCom Inc, 23 Oct. 2020.
“UCaaS - Getting Started With Unified Communications As A Service.” Cloudscape, 10 Nov. 2022. Accessed March 2023.
“UCaaS Market Accelerating 29% per year; RingCentral, 8x8, Mitel, BroadSoft and Vonage Lead.” Synergy Research Group, 16 Oct. 2017. Web.
“UCaaS Statistics – The Future of Remote Work.” UC Today, 21 April 2022. Accessed Feb. 2023.
“Workplace Collaboration: 2021-22.” Metrigy, 27 Jan. 2021. Web.