design clinic series part 1 : ensuring team collaboration ... · user stories detailed use cases...

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© Polycom, Inc. All rights reserved. Design Clinic Series Part 1 : Ensuring Team Collaboration Success by Extending Your UC Platform Key Success Factors for Designing Your Collaboration Environment Arnaud Le Devehat May 14, 2015

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© Polycom, Inc. All rights reserved.

Design Clinic Series Part 1 : Ensuring Team Collaboration Success by Extending Your UC Platform Key Success Factors for Designing Your Collaboration Environment

Arnaud Le Devehat

May 14, 2015

© Polycom, Inc. All rights reserved. 2

Agenda

• Your Objective

• Design Phase

• Tools

• Conclusion

• Q&A

© Polycom, Inc. All rights reserved. 3

Agenda

• Your Objective

• Design Phase

• Tools

• Conclusion

• Q&A

© Polycom, Inc. All rights reserved. 4

• Improve your Customer Support operations by introducing video?

• Attract Talent as you encourage home office practices

• Empower Employees and executive meetings

• Reduce Travel expenses

• Meet More Customers every day by introducing video?

• Bring your Knowledge Management practices to the next level with video

Always start with User Stories and Personas

Personas: Fictional characters created to represent different user types

What Business Objectives are You Trying to Achieve?

© Polycom, Inc. All rights reserved. 5

Talent Aquisition

Recruitment and HR

professionals can

assess candidates face-

to-face regardless of

location to reduce time-

to-hire and improve

onboarding.

Manage Relationships

Account and channel

management teams

maintain regular

contact, review

opportunities and

manage relationships

with customers and

partners.

Distance Learning

Training and

development

curriculums can be

cost-effectively

delivered remotely by

experts while increasing

interactivity and

knowledge retention.

Project Management

Facilities and real estate

teams can easily share

blue prints with

suppliers and remotely

inspect sites to improve

project cycle-times and

outcomes

Facilities / CRE Sales Management Human Resources Corporate Training

Your Objective

Horizontal Applications

Example of Video-Enabled Business Process

© Polycom, Inc. All rights reserved. 6

Client Services

Banks, insurance or

HealthCare

Organization can add

video to Internet and

mobile service channels

to enable face-to-face

interactions with

advisors, customers or

patients.

Video Interactions

Broadcasting, media

and production

companies can invite

celebrity guests and

viewers to remotely join

a show or manage

castings and auditions.

Consulting

Legal, accounting, IT

and other consulting

firms can improve client

service and shorten

project lead times by

creating virtual and

borderless project

teams.

Remote Support

Pharmaceuticals,

textile, automative and

FMCG , manufacturers

can get remote video

support instantly from

any supplier to reduce

downtime.

Manufacturing Entertainment Customer Services Business Services

Vertical Applications

Your Objective

Example of Video-Enabled Business Process

© Polycom, Inc. All rights reserved. 7

Define your User Stories Example : Enable face-to-face interactions with patients

Your Objective

On-line Healthcare System

© Polycom, Inc. All rights reserved. 8

Example : Enable face-to-face interactions with your customers

Your Objective

Meet Your Doctor Over Video

Define your User Stories

© Polycom, Inc. All rights reserved. 9

Always Start with User Stories and Personas

Then Follow with Technology Requirements

1 Embrace a Vision, Put User Experience First

Define simple video-enabled business workflow

Ensuring UC Collaboration Success Key Success Factors for Designing Your Collaboration Environment

© Polycom, Inc. All rights reserved. 10

Agenda

• Your Objective

• Design Phase

• Tools

• Conclusion

• Q&A

© Polycom, Inc. All rights reserved. 11

Process

Technology

Culture

CULTURE

TECH

PROCESS Envision video-enabled business workflow

Define user stories

Awareness

Training - enable scalable training

Adoption - measure usage

Choose optimal technology

Design the solution FIRST

Then DEPLOY

Design Phase

Success is a Combination

© Polycom, Inc. All rights reserved. 12

Envision Design Deploy

Recommended Approach

User Stories Architecture

Detailed

Solution Design

High Level

Architecture

Plan Investment

& Outcomes Get Ready to Deploy

Implement

Validate

Start Adoption Practices

Design Phase

© Polycom, Inc. All rights reserved. 13

Objective

Secure Business Continuity

Team changes, partners change, report remains

Expedite deployment - quicker ROI

Learn from best practices,

Expertise and experience

Minimize risk of sub-optimal investment

Start small then grow

Envisioning Solution Design

Future adoption and ROI starts here

Capture business needs

Define user stories

Design solution architecture

Documented blueprint of your solution

Detailed configuration and test validation

plan

Get ready to deploy

Remove risk

via manufacturer certified design

Benefits

Zoom in on Envisioning and Solution Design Envision Design Deploy

© Polycom, Inc. All rights reserved. 14

Focus on Envisioning

Executive Summary

Detailed Envisioning Report

Define Business Objectives

Capture Current Situation

Listen to Users

Current use cases and feedback

Listen to IT Operations

Current use cases and feedback

Listen to the Data

CDRs can tell a lot!

Current Architecture

Understand the existing

Envision the Future

Build User Stories

Define use cases

Plan IT Operations

Define best practices

Design Architecture

High level solution

Plan / Budget Milestones

Design, Deploy, Operate

Document the Findings

Translate User Stories into UC Solution Architecture

© Polycom, Inc. All rights reserved. 15

Before the Meeting

Joining the Meeting

During the Meeting

After the Meeting

Calendar

Dial In

Voice Content Video Control

Measure Replay

NFC/

QR Code URL Concierge

IM None

Share

How to define a User Story? A story describe step by step the video enabled work flow

© Polycom, Inc. All rights reserved. 16

Before the Meeting

Joining the Meeting

During the Meeting

After the Meeting

Calendar

Dial In

Voice Content Video Control

Measure Replay

NFC/

QR Code URL Concierge

IM None

Share

How to define a User Story? A story describe step by step the video enabled work flow

© Polycom, Inc. All rights reserved. 17

• Self Service Conferencing • Low VC Admin overhead. • Capacity Planning is key

User experience

Convert your User Story into Call Flow Technical Validation Starts Here

© Polycom, Inc. All rights reserved. 18

Envisioning Phase Summary Structure

Executive Summary

Polycom Envisioning Report

Discovery

Analysis

Report

On-site workshop

Architecture Review

User stories Review

© Polycom, Inc. All rights reserved. 19

Envision Design Deploy

Success Requires a Method

User Stories Architecture

Detailed

Solution Design

High Level

Architecture

Plan Investment

& Outcomes Get Ready to Deploy

Implement

Validate

Start Adoption Practices

© Polycom, Inc. All rights reserved. 20

Solution Design Executive

Solution Design Report

Test Validation Plan

Review Business Objective

High Level Review

User Stories

Detailed use cases

Architecture Review

Detailed call flow review

Listen Available Data

CDR or RealAccess

Operations Requirements

High availability, dial plan, integration

Deep Dive

Detailed Infrastructure Configuration

Per infrastructure product

Detailed Endpoint Configuration

Per Polycom endpoint type

Detailed Test Validation Plan

Per user story

FINAL REPORTS

Minimize Risk - Expedite Deployment – Faster ROI

Third Party Integration Requirements

Microsoft Lync and other supported

Focus on Solution Design

© Polycom, Inc. All rights reserved. 21

Polycom Solution Design Service Structure

Executive Summary

Polycom Solution Design Report

Solution Test Validation Plan

Discovery

Analysis

Report

On-site workshop

Detailed Configuration

User stories Review

Integration Requirements

© Polycom, Inc. All rights reserved. 22

Detailed Documented Blueprint

of your UC Collaboration Solution

Get Ready for the Deployment

2

Ensuring UC Collaboration Success Key Success Factors for Designing Your Collaboration Environment

DESIGN the Solution to Bring Your Vision to Life

Pre-deployment configuration validation and report

© Polycom, Inc. All rights reserved. 23

Agenda

• Your Objective

• Design Phase

• Tools

• Conclusion

• Q&A

© Polycom, Inc. All rights reserved. 24

Why Tools? Make Educated Decisions

• Tools play a central role in the Design Activities

− Network

− Asset Management

− Analytics (Utilization, Performance and Capacity)

• Make Educated Decision

• Onboard Tools as soon as possible

− Don’t wait until it’s too late to see what is going on

− Optimize your solution based on facts

© Polycom, Inc. All rights reserved. 25

RealAccess

Platform

RealAccess | Architecture Cloud-Based Service Delivery Platform

Customer DMA

RPRM On-premise infrastructure

Secured VPN

DMA, RPRM ( via API)

realaccess.polycom.com

Polycom

Secured Network

PGS SERVICE

BACKEND

CUSTOMER

PARTNER

POLYCOM

Analytics Utilization

Capacity

Performance

Asset Management

Tutorial

Library

On Demand

Access

On Demand

Services

© Polycom, Inc. All rights reserved.

DEMO

© Polycom, Inc. All rights reserved. 27

Agenda

• Your Objective

• Design Phase

• Tools

• Conclusion

• Q&A

© Polycom, Inc. All rights reserved. 28

STRUCTURE YOUR PATH TO SUCCESS

Care and

maintenance

Analytics pinpoint

improvement areas

Full operation and

management options

Designed into your

environment

Open collaboration

perspective

Clear path forward

aligned to mutual

goals

Expert, successful

implementation and

integration

Customized

application

assistance

Training and

solution readiness

to drive adoption

Explore/Design Deploy Manage/Monitor

Accelerated value

Measurable

business success

Continuous

improvement

through

partnership

Your Success

© Polycom, Inc. All rights reserved. 29

Conclusion

Part 1: Ensuring UC Collaboration Success Key Success Factors for Designing Your Collaboration Environment

1 Embrace a Vision, Put User Experience First

Define simple video-enabled business workflow

2 Design the Solution to Bring Your Vision to Life

Pre-deployment configuration validation and report

3 Deploy Analytical Tools Early

Make better decisions, faster and sooner

© Polycom, Inc. All rights reserved. 30

Q&A

Upcoming Design Clinics

May 21st – Is Your Data Network Ready to Voice and Video Traffic?

June 11th – Video for Everyone: 7 Winning Workflow Strategies

June 16th – Understanding Utilization and Driving Adoption