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Unify² Power View 3.0 For Microsoft Lync Server 2010

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© 2011 Unify Square, Inc. All rights reserved. © 2011 Unify Square, Inc. All rights reserved. Strategy Architecture Solutions A Comprehensive Reporting/ Billing Solution for Lync/OCS
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Page 1: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved. © 2011 Unify Square, Inc. All rights reserved.

Strategy Architecture Solutions

A Comprehensive Reporting/

Billing Solution for Lync/OCS

Page 2: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Unify2 Overview

Customer Billing/Reporting Requirements

PowerView Overview

Architectural Overview

Sample Reports

Demonstration

Roadmap/Release Plans

Q&A

2

Agenda

Page 3: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Business Case

• Business Case for OCS & Voice

• TCO

• ROI

• Cisco comparison

Cisco & OCS

• Mixed Cisco/OCS Deployments

• Migration from Cisco

• Cisco Interoperability Lab

• Architectural Design

• Cisco-OCS Workshops, ADS, and Assessments

Architecture & Planning

• Global Architecture Design (OCS, Voice, Exchange)

• OCS Architecture: Pools, Edge, Policy

• Global Voice Architecture: PBX connectivity, SIP Trunking, Gateways

• Exchange Architecture Design

Deployment & Operations

• OCS, Voice, and Exchange deployment

• Operational processes for large deployments

• Voice Quality

• Deep troubleshooting

• OCS Extensions

Training

• OCS & Voice Training

• UC Voice Ignite re-deliveries

• Enterprises & Partners

• Custom training

Business Process Integration

• Identifying Transformational Opportunities

• Prototyping

• Building & Deploying Business Process Solutions

3

Unify2 Services Span Every Phase of UC Adoption

Page 4: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Describe the status of your current Lync/OCS rollout.

What is your current reporting solution?

What are your high level reporting requirements?

Do you have a requirement for billing/chargebacks or ROI/Cost Savings reports?

Customer Reporting Needs

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Page 5: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Track Lync/OCS Usage Across Entire Enterprise Track Adoption of Lync Workloads and Features Track deployment by Geography or Organization Structure

Estimate cost savings for Lync/OCS web & dial-in conferencing Estimate cost savings due to reduced travel and lost time Compare usage trends by organization and regions Track trends over time

Flexible Carrier Billing Model for tracking PSTN charges Detailed Billing Reports per Department and User Flexible PSTN Billing by Gateway/Location and Dialed Region Identify top “N” Users by Call Patterns by Region, Department

Track Lync ROI

Drive Lync Usage

Track Device & Client usage, by geography or organization User Client Usage and Configured Users reports (send emails) Manage Agents and track Response Group Call Patterns Track Migration from OCS to Lync Clients

Simplify Lync Billing/ Chargebacks

Optimize Lync Operations

PowerView: A Comprehensive Reporting/

Billing Solution for Lync/OCS

Page 6: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

6

PowerView: A Data Warehouse for

Lync/OCS Reporting Aggregates Data across Lync/OCS versions and pools

Simultaneous reporting for Lync 2010 and OCS 2007 R2

Aggregates Data from Multiple Sources

Enterprise & User Data from Active Directory or other sources

Imports Service Provider’s Rate Tables for Billing

Enterprise configuration data for cost savings and billing

Optimized for Business Reporting and Business Intelligence

Augments Lync’s raw CDR transactional data

Correlates data with enterprise organizational and geographical topologies Simplistic view optimized for business reporting

Scalable and Extensible

Query historical data spanning months or years of deployment (spanning releases)

Leverage data warehouse business views for custom reporting or analysis

Page 7: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

PowerView 3.0 Architecture

Active

Directory

Enterprise Pool A

OCS 2007 R2

CDR DB(s)

Enterprise Pool B

Lync 2010

CDR DB(s)

PowerView

Data

Importer

PowerView

Data Warehouse

Custom Data

Sources PowerView

Reporting

Services

PowerView

Data

Organizer

PowerView

Authors

PowerView

Users

PowerView

Administrators

PowerView Components

SQL Server 2008 Reporting Services

SQL Server 2008 Integration Services

SQL Server 2008

Report Builder 2.0

Visual Studio :

Business Intelligence

Development Studio

SP Billing Tables

& Configuration

Data

Page 8: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

PowerView is customized to map organizational structure from Active Directory or other sources to PowerView’s data warehouse

Enables enterprises to view reports based on their unique business structures

Leverage via report filters (2 levels of geography classification hierarchy is shown)

PowerView’s Organizational and

Geographical Classification Hierarchies

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• Leverage in drilldowns (3 levels of organization and 4 levels of geography classification hierarchies are shown)

Page 9: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Easy access to reports via web-based Report Viewer

Additional functionality available through Report Manager Interface

PowerView Report Viewer

9

Page 10: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

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User Trend Report Drive Lync Usage

Monitor deployment effectiveness

Track adoption of Lync over time

Distinguish between enabled and active users for Voice and IM

Builds history of deployment by aggregating AD and CDR data

Filter by Organization or Geography

Geography to be customized to customers geographical breakdown (e.g. Region, Country, State, Building)

Page 11: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Usage Trends by Modality

11

Helps compare the effectiveness of the deployment across the enterprise

Determine the ACTUAL vs. documented user model

Right-size your network investments

May reduce server/ infrastructure requirements

Filter by organization or geography to discover best practices and opportunities for improvement

Identify where video is effective

Identify high voice usage locations

Identify high application-sharing organizations

Drive Lync Usage

Page 12: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Voice Call Trends

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Call trends for both inbound and outbound PSTN calls

Track the increase in remote workers over time

Informs of possible reduction of office space requirements

Increase in remote usage may indicate more communication across the teams during non-standard business hours

Track increase in federation communications over time

Suggests decrease in other communication investments over time

Increases may indicate improvements in partner relationship effectiveness

Drive Lync Usage

Page 13: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Track movement from OCS to Lync clients for Lync 2010 rollout

Filter by Geography and Organization to view how the rollout is going across various groups/locations

View by Day, Week, Month or Quarter to enable detailed tracking

Lync Adoption Report

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Optimize Lync/OCS Operations

Page 14: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

UC Call Breakdown by Client

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Determine client softphone and IP phone usage

Optimize/reduce actual device investment based on actual usage patterns

Significant cost savings by: Avoiding purchasing of IP

Phones for some users

Redeploying infrequently-used IP phones

Optimize Lync/OCS Operations

Page 15: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Response Group Trend Reports

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Track adoption of usage of response groups

Track call volume

Align response group resourcing based on call volume

Leverage for managing response group resources

Filter by response group

• Select 1 or more response groups and view call volume

Optimize Lync/OCS Operations

Page 16: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

16

Conferencing Cost Savings Trends Track Lync ROI

Track cost savings by leveraging Lync/OCS conferencing based on:

A participant-minute savings rate over legacy conferencing

Reduced travel costs due to replacing in-person meetings

Opportunity cost savings due to reduced travel

Model fully configurable

View monthly savings and running total

Page 17: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Flexible Billing/Chargeback

Model

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Implement a billing/chargeback model appropriate to your specific needs

PowerView 2.0 supports 3 billing models (flat-fee, usage-based and carrier billing)

Flat-Fee: Per User/Per Month Charge

Simplify Lync Billing/ Chargebacks

Page 18: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Flexible Billing/Chargeback Model

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Implement a billing/chargeback model appropriate to your specific needs

PowerView 2.0 supports 3 billing models (flat-fee, usage-based and carrier billing)

Usage-Based: Based on the modalities used

Simplify Lync Billing/ Chargebacks

Page 19: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Flexible Billing/Chargeback Model

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Implement a billing/chargeback model appropriate to your specific needs

PowerView 2.0 supports 3 billing models (flat-fee, usage-based and carrier billing)

Based on the dialed number and the carrier rate table assigned to the gateway

Simplify Lync Billing/ Chargebacks

Page 20: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Billing Summary by Geography or

Organization

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Drilldown on your enterprises organization structure (up to 4 levels)

Navigate Organization Summary report or User Summary report

Simplify Lync Billing/ Chargebacks

Page 21: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Billing Summary by Geography or

Organization

21

Drilldown on your enterprise’s geography structure (up to 4 levels)

Navigate Organization User Summary report

Simplify Lync Billing/ Chargebacks

Page 22: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

User Summary Report

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Displays: User info from AD

User configuration

Billing summary

P2P call List

Conference call list

Access from: Billing Drilldowns

Any SIP/TEL URI

PowerView Home

Filters for: SIP/TEL URI

To Number Patterns

PSTN/GW calls

Conference role(s)

Date range

Simplify Lync Billing/ Chargebacks

Page 23: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Displays tables for P2P and Conference Calls

Various Sorting and Filtering options

Navigate to:

Call Detail Reports for individual P2P and conference calls

Other User Reports

Carrier billing rates for the individual P2P calls

P2P Call Summary shown below (actual dialed numbers are masked):

User Summary Report (cont.)

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Simplify Lync Billing/ Chargebacks

Page 24: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Sample PowerView Carrier

Billing Table

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Carrier billing based on called number and call duration

E.g. A call to +355680124567 is a call to a mobile phone in Albania (country code 35) and is billed at $0.2296 per minute

Rates can be customized for other currencies

Simplify Lync Billing/ Chargebacks

Page 25: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Top User Reports enable browsing

for optimal or against-policy use

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Look for top users based on calling patterns, use, etc.

Filter by department, geography, dialed number, pool, etc.

Simplify Lync Billing/ Chargebacks

Page 26: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Export reports to variable formats

Word, PDF, XML, Comma Separated File, MHTML, etc.

Publish reports to a Web Page, SharePoint, or a file directory

Flexible Report Subscriptions

Set report parameters for individual needs and deliver reports via email or publish to a directory

Schedule reports to be run at particular times

Automatically create reports and cache them for fast retrieval

Build custom reports using Report Builder

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PowerView Reporting

Management Features

PowerView Reporting & Management Features

Page 27: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved. 27

Page 28: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Carlynn Bock,

Director of Sales,

Unify2, Inc.

+1 (425) 865-0710

[email protected]

Duncan Blake

Voice Architect

Unify², Inc.

+1 (425) 865-0707

[email protected]

www.unifysquare.com

28

Contact information

Page 29: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Strategy Architecture Deployment Products

© 2010 Unify Square, Inc. All rights reserved.

Microsoft, Office Communications Server and other product names are or may be registered trademarks and/or trademarks of other companies.

Page 30: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved. 30

Page 31: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

• Summary report for total savings

– Filter by organization, geography, etc.

Travel Cost Savings

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Page 32: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

Response Group: Call Distribution

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Page 33: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

• Track how calls are answered (or answered) by response group or time period

Resp Group: Call Outcome Distribution

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Page 34: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

• Track the time of day calls come in (over time)

Response Group Calls by Hour

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Page 35: Unify² Power View 3.0 For Microsoft Lync Server 2010

© 2011 Unify Square, Inc. All rights reserved.

• Track performance of individual agents

Response Group: Calls by Agent

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