ACTIVATION PROCESS AND RESPONSIBILITIES

To ensure a smooth and timely implementation of your new voice and/or data services, please review the different stages of the activation process for Cloud Voice for Microsoft Teams and/or OfficeConnect below. Under each stage, you will find information on what to expect and customer responsibilities. Reviewing before installation will help ensure a successful installation.

CLOUD VOICE FOR MICROSOFT TEAMS

Onboarding Workflow - Step 1 (ACTIVATE YOUR VOICE PATHS)

3 Week Leadtime

Database Discovery - Teams

Program Resource Accounts, Automated Attendants, and Call Queues

UniVoIP can assist with this training on a scheduled call with end-users if requested. Training Demo videos and links are also provided by the PM.

Hardware and Ancillary Devices

Validate Network for Teams:

Reliable devices for smooth operation of the Teams clients, which will deliver our voice services: i.e., reliable PCs, MACs, Smart Phones, Tablets or approved native Teams IP Phones, Reliable LAN, QoS-enabled PoE Switches capable of VLAN, reliable WAN and ample bandwidth to ensure smooth operation of the Teams phones or the Teams client.

Here are Microsoft documents with information about preparing your organization's network for Teams:

OFFICECONNECT™️ (UCAAS)

• Identify Voice order requirements with your UniVoIP Sales Representative.
• Assess your Local Area Network and Wide Area Network readiness for Voice; including inside wiring (CAT5, CAT5e, or CAT6), switches, routers, firewalls, PoE, IP addressing, QoS.

• Identify service requirements to meet your business needs
• Demonstrating UniVoIP service
• UniVoIP Sales Representative to send documents requiring customer signatures, including Subscription Agreement and explain the activation process and support.

• Provide the following documentation: Signed Subscription Agreement including acknowledgment of Responsibilities and SSA.
• Customer needs to pay the NRC/Schedule A prior to UniVoIP assigning a Project Manager.

• Upon receipt of all required documentation and payment of the NRC/Schedule A, your Sales Representative will introduce a UniVoIP Project Manager (UPM) as your primary point of contact throughout the Activation process.

• Appoint primary point of contact for UniVoIP for all Activation information and tasks.
• Participate in the UniVoIP installation kickoff call.
• Review Agreement details and network requirements with UPM.
• Acknowledge or provide completed User & System Settings Worksheet.

• UPM will schedule Activation Kickoff Call.
• UPM & Sales Representative will review signature documents, user details, requirements of the ordered solution, as well as discuss installation expectations.
• UPM will define timeline and process with the customer.
• Schedule administration training.
• UPM will provide a tentative activation timeline and UnVoIP contact details following Kickoff Call.
• UniVoIP Sales Representative will update deliverables as discovered during Kickoff Call.

• Confirm your Local Area Network and Wide Area Network readiness for Voice; including inside wiring (CAT5, CAT5e, or CAT6), switches, routers, firewalls, PoE, IP addressing, QoS.
• Participate in UPM update meetings as necessary.

• UPM initiates order processing
• UPM initiates installation scheduling process

• Provide access for loop delivery date, also known as the Firm Order Commitment (FOC) date, estimated loop delivery in most markets is 30 days.
• Extend Circuit from MPOE to data equipment location within suite. Depending on your building's requirements, a Riser Management Company may be required to complete the extension. Speak with your building's management office to verify requirement.
• If Broadband or DIA circuit, integrate to Local Area Network prior to scheduled voice activation.

• Local telecom provider to prepare local access loop for circuit order, and to do acceptance testing with UniVoIP.
• Confirm circuit has been extended to customer suite.
• Circuit turn-up estimate of 45 days in most markets.

• Track and receive equipment for install

• Equipment shipped or delivered by installation engineer
• Tracking information sent to customer if shipped

• Provide requirement for Certificate of Insurance (COI) as required by your building management for technician access.
• Provide access to MPOE, data room and all locations with telephones.
• Prepare script for Auto Attendant (Day and Night) and have a person available onsite with the technician to record.
• Require all users to attend telephone training class on the day of activation.

• If T1, e-line, or MPLS circuit is provided by UniVoIP a technician will be dispatched to your site to connect and test the UniVoIP equipment.
• Access and Voice equipment installation may be scheduled separately in some cases.
• Will set up Admin recording sessions for customer to record the AA (Day and Night).
• Technician will provide basic end user training (6 people per class, approx. 15 minutes).

• Primary Point of Contact to Sign Activation Completion document

• UPM will introduce Lead Support Contact
• Contract Billing begins

• Customer designated Administrator will schedule time to complete Admin Training remotely with Support Lead

• Support Lead will conduct new Admin training

• If porting numbers, customer may set up call forwarding to UniVoIP temporary numbers in preparation for porting.
• Once OfficeConnect service is activated, customer initiates porting request via UPM.
• Provide completed LOA, RESPORG, CSR, previous Phone Bill.
• Once port is confirmed to be complete, move forward with canceling service with previous provider.

• Provide Temporary DID numbers
• Once previous provider approves and schedules the port, UPM completes the port.
• UPM verifies call routing and service completion with you on port date.