IQA UCaaS

Unified Communications as a Service (UCaaS) is a managed PBX environment in the cloud that provides phone services to end users. It replaces on-prem PBXs as well as SIP, PRIs, and POTS lines.

Required Info

Why are you considering a new UCaaS solution? *

I have a legacy PBX that is out of warranty I have experienced a recent outage and want a more reliable solution I have a service contract expiring soon and want to explore my options I am paying too much for my current solution I am not satisfied with the quality of technical support I receive I have outgrown my current system and need something that scales I no longer want to be responsible for managing my telephony environment I have too many disparate systems and want to consolidate to a cloud-based solution Other

Current PBX (check all that apply) *

Are you interested in remaining on the same PBX platform? *

Yes, move to hosted solution on the same platform No, looking for a new, hosted PBX platform No preference

Do you want to reuse your existing handsets? *

Yes, preferred No preference No, replace them

Total # of users in scope (not common area phones) *

Do you have any remote or Work at Home (WAH) employees? *

Yes No

Compliance Standards Required *

What are you doing to maintain compliance today? * Are you required to purchase only from a select list of technology vendors approved by a government purchasing vehicle/contract? If so, please name the government purchasing vehicle/contract (ex. NASPO), and approved vendors (if known). * What is your expected "Go Live" date for this project? * What is the goal of this project? *

Contact Center

Are you interested in a new Contact Center solution?

Yes No

Application Integrations

Do you require integration with an existing productivity solution?

Microsoft/Office 365 (Outlook) Microsoft Teams Slack Cisco Webex/Webex Teams Google G Suite Other

Do you have a CRM, ticketing system, ERP, etc.?

Yes No, but I'm looking into one No, but I would like to bundle it in No, I don't need one

Locations

OPTIONAL - Feel free to include an attachment listing your sites and number of users at each.

Accepted file types: .xls,.xlsx,.odt,.csv,.tsv,.txt,.doc,.docx,.pdf

Please list domestic sites and number of users at each.

Do you have international sites?

Yes No

Network

Current WAN Setup

MPLS SD-WAN Internet - Ethernet Internet - TDM Internet - Broadband Other

How do you plan to connect to UCaaS?

MPLS Dedicated voice circuit (no data) SD-WAN Over-the-top Internet Not sure yet Other

Are you interested in replacing or augmenting your existing network?

Yes, replace with new MPLS Yes, replace with new Internet Yes, replace with SD-WAN Yes, add SD-WAN to existing network Yes, add backup circuits No, keep network the same

Would you like to bundle services from the UCaaS provider?

Yes, circuits Yes, SD-WAN No Other

Helpful Info

# Common Area seats # Receptionist seats # Conference Room seats

Feature Requirements

Desired meeting capacities

	# Participants
Daily meetings
Webinars/events

Are you also interested in Branded Calling, to improve answer rates on calls to mobile numbers?

Yes No

Where are you in the UCaaS evaluation process?

Still learning about UCaaS Already looking at UCaaS providers Already testing POCs (proof of concepts) Other

Are there specific vendors you would like to INCLUDE? Are there specific vendors you would like to EXCLUDE? Budget ($/user/month)

Are you willing to pay extra for onsite phone implementation?

Yes, I am willing to pay extra for onsite implementation No, I am comfortable working with the supplier's remote support and installing the handsets ourselves

Are you willing to pay extra for onsite training?

Yes, I am willing to pay extra for onsite training No, I am comfortable with remote training

Please describe any other requirements from the supplier regarding implementation and post-install support, such as makes/models of analog devices requiring integration.

Are you also interested in implementing a Virtual Desktop/Desktop as a Service (DaaS) solution at this time?

Yes No Not sure - would like to know more

What happens if you remain on the technology in place today?

Administration

First Name (Client) * Last Name * Title Email Address * Phone Number * Company * # Employees * Industry * HQ Address * Address Line 2 City *

Country

USA Canada UK

Postal Code Trusted Advisor / Account Manager TA/AM Email Address TA/AM Phone Number

Fields marked with * are required