1. IP Telephony and Voice Over IP: A Technology Primer
Chris Duncan McMillan Binch LLP Director of Information Technology
LawNet - August 26, 2004

2. Overview McMillan Binch overview What is VoIP? Why do VoIP?
Selling to firm/risk
Cost/Cost savings
Things to consider

3. Overview Network preparation Quality of service/security
Preparation for purchase
Cisco solution provides
Success/Failures
Demos (softphones/UM/CRM)

4. First Things First
Let it be known that I am not a presenter, I am a techie
Interrupt or ask questions at any time
This is not a sales pitch

5. McMillan Binch Overview
155 Lawyers
475 total staff
Single Toronto location
Recently moved to Cisco IP solution replacing Rolm Model
525 phones (7960 Series)
Wifi a and g guest/private networks throughout firm
Cisco CallManager with Unity Mail

6. What is VoIP? VOICE DATA VIDEO Calendar Collaboration
Collaboration
Calendar
Web Application
Instant Messaging
DATA
VOICE
Audio Conferencing
Voice Messaging
Telephone
Services
Video Conferencing
VIDEO

7. What is VoIP? Calendar Collaboration Instant Messaging Web Application
Video Conferencing
Audio Conferencing
Telephone
Services
Voice Messaging

8. Why VoIP? Traditional PBX
Pros
Already in place
No additional cost
Provides dial tone
Performs most required functions
Stable, no “risk”
Cons
Development ceased
Perception of “old” equipment
Limited disaster recovery
Limited new functions

9. Why VoIP? Hybrid Pros Already in place Add required functionality
Add remote sites/mobility
VoIP function for VoIP phones
Cons
Support two platforms
Traditional/VoIP phones
Possible limitations of switch

10. Why VoIP? VoIP Pros Full functionality More support options
Toll cost savings
Improved moves/adds/changes
Less cabling
Same network
Cons
Full UPG (cost)
New/Risk

11. Why VoIP for McMillan Binch?
Support for existing product becoming difficult
Ongoing costs and timing of moving existing equipment
Limitations of current switch
Unified messaging capabilities
Required upgrade to existing voic hard drive

12. Why VoIP for McMillan Binch?
Fiber runs in new space, not copper
Could fully test new solution in new space
Reduced cabling costs
Cost of moving existing switch $185,107 CDN

13. Selling to the Firm/Risks
Tough job, why should they spend huge dollars on risk?
Dispel myths
Understand potential cost/administration savings
One network to support
Mobility/Teleworker

14. Selling to the Firm/Risks
Disaster recovery
Security
Include Management/Lawyers in process
Document decision making process
Block all public accessible ports (turning off switch)

15. Cost/Cost Savings Reduce management costs Toll bypass
Simplified set up of remote locations
Move/add/changes
Lower cabling costs
Equipment comparable to traditional PBX/phones

16. Cost/Cost Savings In house development Remove 1FL lines
More support options/providers
Mobility/Teleworker gains

17. Network Preparations One cable network Power Decisions Adapter
In-line power adaptor
In-line powered switches
UPS

18. Network Preparations Workstation UPS Redundant switches/servers
Possible generator power
Copper line backup
Power all ports if possible

19. Quality of Service/Security
Needs of layer 3 network (sub networks)
QOS software to set packet privileges
Ensure proper IP address structure
Echoing expectations
Wide area link speeds
Phone quality

20. Quality of Service/Security
More secure than copper
Can record “own” conversation

21. Preparation for Purchase
Involve Management and Lawyers (provide options)
RFI to vendors
RFP to suppliers
Document existing switch functions
Document how new VoIP solution can provide functionality

22. Preparation for Purchase
Ask vendor for options
3rd party development
Upgradeability
Proven technology
Work in existing infrastructure?
Wifi needs?

23. Preparation for Purchase
Call recording
Training

24. Preparation for Purchase
Things to Consider
Number of lines or phones
Intercom needs
Full duplex phones
Soft keys
Head set ready
Inline power or powered (what about power failures?)

25. Preparation for Purchase
Things to Consider
Profile editing
Work with wifi network
Conference ad hoc and scheduled
Cost recovery
Time synchronization
Vendor support

26. Preparation for Purchase
Things to Consider
Not running phones/software on PC’s dependant on power

27. Cisco Solution Provides
Multiple phone options
Upgradeability
Proven technology
Technology leader
Works with existing infrastructure
XML development
Power over ethernet

28. Cisco Solution Provides
Wide area support
Wifi integration
Soft phones
Unified messaging
Mobility
CRM integration

29. Cisco Solution Provides
Disaster recovery options
Conferencing
Directory services
3rd party cost recovery
Ease of use, minimal training
Excellent quality phone

30. Cisco Solution Provides: Clustering Over the WAN
CallManager cluster
Voice Mail
Server
Voice Mail
Server
IP Phones
IP Phones
Space
Phoenix
Toronto
CallManager cluster across sites
Applications can be centralized or distributed
Single Point of Administration, Extension Mobility
Feature Transparency and Unified Dial Plan
Hardware, database and application resiliency
Dial plans and routing maximize PSTN connectivity and minimize toll charged – internal and external

31. Cisco Solution Providers
CallManager
Cluster
ISDN
Backup
Data
Traffic
Call Control Traffic
Voice Traffic
IP WAN
Router
Toronto
Phoenix
PSTN
Head Office
Branch
Cisco IP phones automatically reconfigure
Retain all basic features (DID, DOD, Call Hold, Transfer, Speed Dial, Caller ID, Call Forward).
All calls now routed out local gateway
Automatically re-homes to CallManager when WAN link returns

32. Cisco Solution Provides: Directory Services
Corporate Directory
Missed, placed, received calls
Client, personal Directory
Fast Dials
411
Billing and Client codes

33. Cisco Solution Provides: Cisco Conference Connection
Audio conference server with web-based scheduler
Removed high costs of conferencing and collaboration
Supports up to 100 ports
internal and external attendees

34. Cisco Solution Provides: Phone Configuration – 99 Fast Dials

35. Cisco Solution Provides: Phone Configuration – User Experience

36. Cisco Solution Provides: What can I do with Cisco phones?
Employee Directory
Emergency Bulletin
Shipment Tracking
Advertising
Purchase Requisitions
Conference Manager
Unified Messaging
Local Attractions
Instant Messaging
Class Registration
Room Service
Flight Schedule
Time Card
Account Codes
Inventory Check
Interest Rates
Wake up Call
Headline News
Outlook Integration
Employee Benefits

37. Cisco Solution Provides
Activate recording during the call
Keeps entire call in cache
Replay via web and to colleagues
Affordable, scales from 1 phone upwards

38. Successes/Failures
Huge success, everyone likes phones/functions (comfort)
Some concerns on settings, timeouts, cost recovery
Echo needed to be tweaked
Training almost not necessary
Love soft keys and directories
Love the Q.O.S. and clarity
Response on keys almost too quick

39. Demos
Unified Messaging
Softphones
CRM Integration

40. Questions