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Subphase

Configuration

Training

Action
20 Workgroup config
Roles
User Worksheet Import
Add skills to users
Wrap up codes
Misc Server Configuration
Password Policies
Marquee packages
Interaction Web Portal
License Allocation
Mail
Client Templates
Single Sign On
Gateway
Telephony Integration
Proxy Server
Configure/Import Managed Stations
Configure/Import Unmanaged Stations
Station Template
Phone Registration and DNS/DHCP configuration Follow Up
Place Polycom/ISS
Base Recorder Policy
Additional Recorder Initiation Policies
Remote Content Server
Recorder Questionnaire
Dial plan configuration
Scheduled Reports
Feedback
Interaction Conference
Web Chat - Base Config
Interaction Monitor Servers
Director
Lync integration
FXS/FXO, paging system
SalesForce Integration
Misc Integration
Custom Application/Reporting Installation and Configuration
Client Training
Supervisor Training
Admin Training
Training room prep

Hours
10
2
8

1
1
16
4
16
1
16
4
24
8
4
1
1
4
1
2
1
2
4
2
4
4
24
8
8
24
24
8
8
24

2
2
4
4

Notes
0.5 hour per workgroup
Per Role
Skills not included
1 min per skill per user
5 min per wrapup
Server Parameter, Custom Status Messages, Application Security, etc
Per Policy
per view

May vary with email integration (EWS, Gmail, etc) FBMC much quicker

per gateway (FXO/FXS, TDM, Mediant, Edge)


SBC, PBX, SIP Trunk, etc
per proxy server
per group of 25 stations
per station template
per 10 phones - Typically customer responsibility unless outlined within SOW.
per set of retention and security policy
per four policies
per RCS including Screen Recording
per 10 questions
per location
per 10 reports
per 10 questions
Webserver, Add-On, Virtual Rooms
For ten devices, including alerts
Including Enterprise Queues and Groups
Presence and Telephony, just presence 16 hours
Assuming Webserver is present if necessary
Assess on specific integration
Estimate on Custom Application Documentation
Per
Per
Per
Per

session
session
session
Location

Owner
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Lead
Pool
Lead
Pool
Lead
Pool
Pool
Pool
Pool
Lead
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Pool
Lead
Pool
Pool
Lead
Pool
Pool
Pool
Pool
Pool

Start Date End Date

Server Name Server IP Username(Domain included) Password


Testserver
0.0.0.0
domain\testuser
password

How to get on the VPN


Instructions/link to the Support Site

Color

Meaning
Data in these cells is read and imported.
These cells are used as keys to identify the column. These columns are required.
These cells are used as keys to identify the column. These columns are optional.
These cells will be ignored.
These cells are optional data and intentionally omitted.

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