Click to edit Master title style presenter - Microsoft · PDF fileClick to edit Master title style ... •Design-Cloud PBX Design-Activity Description V1.doc; ... • Envision-Discovery
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SOF is a living frameworkWe innovate on a constant basis
New content will be added, existing content will be updated
By the time you watch this training, some details might be different
For major changes, new trainings will be created
For most recent trainings go herehttp://skypeoperationsframework.com/academy
This is version 1.0 of this training
Understand that is the “Cloud PBX and PSTN Conferencing Get Deployed offer” is
Know assets and methodology included in the offer
Understand where to download the offer assets and access training
Understand how to provide feedback on the offer
About SOF
Practical guidance, recommended practices, tools and assets to enable enterprises to plan, deliver and operate a reliable and cost effective Skype for Business Service in the cloud.
A common understanding of the Skype for Business online lifecycle for customers and partners to effectively engage and drive Skype usage and customer success.
Training for customers and partners via Skype Academy
Feedback mechanisms to capture and incorporate updates from the field
www.skypeoperationsframework.com
What offer means
Set of documents, tools combined together with clear flow which should result in defined deliverable
Accumulated experience from Microsoft and partners
Minimize risk, documents and flow are created based on real experience
Increase success and adoption of the deployment
Offer can be run by customers or by partners
Click to edit Master title styleWhat do you need to deliver the project
Methodology
Documentationand tools
PeopleTrainings for people to prepare them for delivering successful projects
Methodology that has been proven in real deployments
Comprehensive set of documentation and tools covering each aspect of deploying Cloud PBX
Offering scope
Instant messaging and presence
Audio and video conferencing
PSTN conferencing
Cloud PBX
Cloud PBX with Microsoft PSTN calling
Cloud PBX with on-premises PSTN connectivity via Cloud Connector
Cloud PBX with on-premises PSTN connectivity via Lync 2013 or Skype for Business 2015 pool
What is inside
• Activity Descriptions:• Envision-Envisioning Workshop-Activity Description-V1.
doc;
• Assess-Network Readiness-Activity Description V1.doc;
• Assess-Readiness Assessment Activity Description-
V1.doc;
• Design-Cloud PBX Design-Activity Description V1.doc;
• Deploy-Deployment Guidance-Activity Description-
V1.doc;
• Deploy-Testing Guidance-Activity Description-V1.doc;
• Enable-UserEnablement Activity Description-V1.doc;
• Adopt-Adoption Activity Description-V1.doc;
• Operate-Operational Guidance Activity Description-
V1.doc
• Delivery Guidance:• Envision-OPR Discovery Script Usage Guide-V1.doc;
• Assess-Network Readiness-Delivery Guidance V1.doc;
• Assess-Readiness Assessment-DeliveryGuidance-V1;
• Assess-Network Readiness-BW Calc Guidance V1.doc;
• Enable-User Enablement-Scripts-V1.doc;
• Run-MeasuringUsage-Guidance V1.doc;
• Monitor-GettingStartedWithCQD.doc;
• Report-ServiceHealth-V1.doc
• Workshops (cont)• Envision-Discovery Workshop-V1.ppt;
• Envision-Envisioning Kick off-V1.ppt;
• Envision-Business Use Case Workshop-v1.ppt;
• Envision-Envisioning Workshop Wrap up-V1.ppt;
• Envision-Envisioning Architecture Workshop-v1.ppt;
• Envision-Make Meetings Matter Business Value Scenario
v1.ppt;
• Envision-Adoption Success Workshop-V1.ppt;
• Envision-Client and Device-Readiness Workshop-V1.ppt;
• Envision-Execution Planning Workshop-V1.ppt
• Assess-Network Readiness-Kickoff Workshop V1.ppt;
• Assess-Network Readiness-On Site Workshops V1.doc;
• Assess-Readiness Assessment-CloseOut-V1.ppt;
• Adopt-Skype for Business Sample Launch Event-V1.ppt;
• Design-CloudPBXArchitectureSession_v1.ppt;
• Deploy-Testing Guidance Workshop-V1.ppt;
• Deploy-Testing Results Summary-V1.ppt;
• Adopt-Awareness Campaign Launch Event Planning
V1.ppt
• Architectural Documents• Design-Cloud PBX Architectural Document-V1.doc
• Deployment Guidance• Deploy-Configuring CQD to monitor your SfB Online
Environment-v1.doc;
• Deploy-Configuring CQD to monitor your SfB Online
Environment-V1.ppt
• Deploy-Phone Provisions with SfB Online-v1.doc;
• Deploy-Phone Provisions with SfB Online-v1.ppt;
• Deploy-Guidance-Enabling QoS-V1;
• Deploy-Guidance-VPN Split Tunnel-V1.doc;
• Deploy-DeploymentGuidance-WBS-V1.xls
• Checklists• Assess-Readiness Assessment Evaluation.xls;
• Deploy-DeploymentGuidance-Deployment Checklist-V1.doc
• Questionnaires• Envision-Discovery Questionnaire-V1.doc
• Assess-Network Readiness-Questionnaire V1.doc;
• Tests• Deploy-Testing WBS-V1.xls;
• Deploy-Testing Plan-V1.xls;
• Deploy-Testing Matrix-V1.xls
• Tools / Scripts:• Envision-OPR Discovery Script-V1.zip;
• Enable-SkypeForBusinessVoiceUsers v1.0.zip
• Templates • Envision - Vision And Scope - V1.doc;
• Assess-Network Readiness-WBS-V1.xls
Deployment methodology
Example objective: deploy Cloud PBX for 4000 employees worldwide
by end of June 2017;
Define objective (s) with executive stakeholders;
Set the expectations about agile deployment;
Define Key Success Indicators;
Define governance
plan;
Create execution plan for the deployment based on
objectives, in case of complex deployment define
plan for first quarter;
Conduct network and readiness assessments;
Deploy and adopt on per site or per division
basis;
Iterate based on the results
Operate after deployment, measure KSI, adjust based on
learnings;
Click to edit Master title styleProject Flow In case of small or medium companies,
Cloud PBX can be deployed within 90
days or less
For customers that have several sites
and/or divisions deployment could take
much longer period
As part of offer we provide typical
project flow with work breakdown
structure by weeks
We don’t recommend skipping any
activities listed in typical project flow;
however, actual schedule can be
changed based on resources availability
ASSESS
ENVISION
Readiness Assessment Kick Off Call
Duration: 2 h
Readiness Assessment Check Workshop
Duration: 6 h
Operation Readiness Workshop*
Duration: 2-8 h
Get Deployed, Weeks 1-3
Check on all aspects of environment
Remediation plan where issues exist
QUESTIONNAIRE SENT, AGREEMENT ON SCOPEHEALTH PARAMETERS CHECKED, REMEDIATION MODEL
DEFINEDREADINESS EVALUATED, OPERATION MODEL DEFINED
WEEK
1W
EEK
3W
EEK
2
ENVISION
Review Discovery
Questionnaire
Duration: 4 h
Architecture
Workshop
Duration: 4-8 h
Adoption: End User Scenario Envisioning WorkshopDuration: 1 h
Adoption:
Success Plan
Workshop
Duration: 1 h
Adoption: Client & Device Readiness WorkshopDuration: 1 h
Execution
Planning
Workshop
Duration: 4 h
Create Vision &
Scope Document
Duration: 4 h
Present Vision &
Scope
Duration: 2 h
TECHNICAL DISCOVERY
COMPLETED
ADOPTION VISION &
STAKEHOLDER DEFINED
SUCCESS PLAN
INTRODUCED
CUSTOMER CHOSE
CLIENTS & DEVICES
SCHEDULE, RACI, KSI, RISKS,
ALL STAKEHOLDERS
DEVINDED
VISION SCOPE DOCUMENT,
ENVISIONING WRAP UP
DECK
CUSTOMER EXECUTIVE
AGREEMENT ON
PROJECT
HIGH-LEVEL
ARCHITECTURE DEFINED
Program Presentation
Kick off Call
Duration: 1 h
Setup Call Quality
Dashboard
Duration: 1-4 h
Share Discovery
Questionnaire during
call
Duration: 2 h
Envisioning Kick off
Duration: 2-4 h
Business Use Cases
Workshop
Duration: 4-8 h
Network Readiness Kick
Off
Duration: 2 h
AGREEMENT ON
PROGRAMUSE CASES DEFINED
QUESTIONNAIRE SENT,
AGREEMENT ON SCOPECQD READY
HAVE DATA FROM
CUSTOMER
OBJECTIVE / KEY STAKEHOLDES
DOCUMENTED
PLAN
DELIVER
OPERATE
DEPLOY
DESIGN
Define Operation
and Support
Process
Duration: 8 h
Tailor Customer Preparation ChecklistsDuration: 4-8 h
Network
Preparation
Duration: 4-8 h
Run Deployment Guidance WorkshopDuration: 4-8 h
Tailor Delivery &
Test Guidance
Duration: 2 h
Deliver Test
Guidance
Workshop
Duration: 4 h
Run UAT/Tests
Duration: 8-16 h
OPERATION & SUPPORT
PROCESS
PREPARATION
CHECKLISTS READY
NETWORK, FIREWALLS,
QoS CONFIGURATIONSOLUTION DEPLOYED TEST PLAN
TEST MATRIX / UAT
DEFINEDSOLUTION TESTED
PREPARE
Cloud PBX Architectural Workshop
Duration: 4 h
Complete Deployment Templates
Duration: 2 h
Complete Adoption Documents
Duration: 2 h
CLOUD PBX ARCHITECTURAL SPECIFICATION DEPLOYMENT TEMPLATED COMPLETED PILOT, TRAINING, AWARENESS, CAMPAIGN PLANS
Get Deployed, Weeks 4-6
Network Readiness Workshop
Duration: 40 h
NETWORK DESIGN, READINESS, REMEDIATION PLAN
WEEK
4W
EEK
6W
EEK
5
ASSESS
DESIGN
PLAN
DELIVER
OPERATE
PLAN
DELIVER
OPERATE
ENABLE / ADOPT
RUN ENABLEADOPT
RUNDEPLOY ADOPT
Get Deployed, Weeks 7, 8 and beyond
MONITORCustomer continue to enable users, adoption
USERS ENABLED
Update Configuration
Duration: 1-16 h
SOLUTION STABALIZED
Update CQD
Duration: 4 h
IP SUBNETS DEFINED
WEEK
7O
NG
OIN
GW
EEK
8
Review Rollout Guidance Progress
Duration: 8 h
ROLLOUT PERIPHERALS, INFORMING END
USERS
Pilot Planning
Duration: 4 h
END USERS CHOSEN, PILOT PLAN READY
Training Awareness
Material Review
Duration: 2 h
Awareness Campaign
Broadcast
Duration: 4 h
Train Champions
Duration: 8 h
Walk Operations team
through Day 1 template
Duration: 4 h
Execute Pilot / End Users
Training
Duration: 1 h
Review Pilot Process and
Adopt
Duration: 1 h
MATERIALS READY END USERS TRAINEDMODIFY PILOT PROCES /
SOLUTION BASED ON FEEDBACKBROADCAST DELIVERED CHAMPIONS READY
OPERATIONAL TEAM READY
FOR DAY 1
Measuring Key Success Indicators
SOLUTION MONITORED
Learning pathTitle Abstract Date
SOF overview The SOF Overview session will introduce the Skype Operations Framework (SOF) which provides a structured approach to
successfully plan, deliver and operate Skype for Business in the cloud
July, 18
Cloud PBX and PSTN
Conferencing Get
Deployed
This session will explain the Cloud PBX and PSTN Conferencing Get Deployed offering and introduce the tools, documents and
processes SOF will provides to delight customers. This session serves as a basis for subsequent sessions.
July, 19
Envisioning: Overview and
Objective and Key Results
The session will cover instructions on the delivery of two Envisioning Workshops: Envisioning Kick-off and Envisioning Wrap-up.
An overview of the recommended project flow, methodology, how to measure success of the project and how to deliver wrap up
session will be covered.
July, 20
Envisioning: Discovery The Envisioning: Discovery session looks at what information is needed from the customer to minimize project risk. The session
will detail how the questionnaire and other tools can be used to collect detailed information about the existing environment, and
how the Readiness Assessment report can be used to highlight both concerns and blocking factors back to the customer.
July, 21
Envisioning: Business Use
Cases
Training for how to prepare and deliver an Envisioning Business Use Case workshop targeted at Skype for Business is offered
through this session. The objective of this workshop is to work with customer representatives to define of a number of use cases
or scenarios that will make a material difference in how people go about their day to day activities. This will not only help to
refine the goals of the project, but also creates focused material to work with when preparing business cases and adoption
materials.
July, 22
Envisioning: High Level
Architecture Workshop
This session will walk you through the architecture envisioning workshop to create high-level solution design and the work
breakdown planning workshop that will be done as part of the envisioning process.
July, 25
Skype for Business
Adoption Methodology
and Success Framework
Your rollout approach can impede or accelerate change. This session will introduce you to our Adoption Methodology and
overview proven Success Factors to ensure you are setup for success. We’ll supplement the session with links and details to end
user training and adoption materials
July, 26
Network Readiness The network is one of the most crucial parts when it comes to the quality of real time communication. This session will walk
through the tools and processes SOF Network Readiness Assessment offers. It will serve as an introduction an overview of the
Network Readiness Assessment Version 1 and its position inside SOF
July, 27
Delivering Network
Readiness
This session is a mock delivery of the Network Readiness Assessment, for the customer Contoso.com. This walkthrough provides
a look at the overview session in practice.
July, 28
Learning pathTitle Abstract Date
Delivering Network
Readiness
This session is a mock delivery of the Network Readiness Assessment, for the customer Contoso.com. This walkthrough provides
a look at the overview session in practice.
July, 28
Cloud PBX, technical
planning architecture
session
This deep technical session is intended for detailed planning Cloud PBX and includes planning steps for three options: Cloud PBX
with Microsoft PSTN calling, Cloud PBX with on premises PSTN connectivity via Cloud Connector or via on premises Skype For
Business or Lync pool. In addition, the session guides you through the process of planning for voice mail and dial in
conferencing.
July, 29
Deployment Guidance This session will go into detail what resources SOF provides for a successful deployment, including information about the
deployment workshop and the deployment guidance checklist.
August, 1
Polycom Phone
Provisioning with Skype for
Business Online
The Polycom Phone Provisioning with Skype for Business Online session, addresses the place of phones in Skype for Business
deployments with Enterprise Voice. Learnings about what to consider when deploying Polycom phones and how to manage
them within a Skype for Business Online environment will be shared through the session.
August, 2
Configuring Call Quality
Dashboard
The Call Quality Dashboard (CQD) is the best way to assess and monitor overall media quality health once Skype for Business
Online services have been deployed. Attend this session to learn the proper setup and configurations steps required to support
gaining deeps insights within Skype for Business Online environments today.
August, 3
Testing This session is focused on Testing activities during SOF Deploy phase. It covers the functional testing guidance workshop
designed to educate the customer about Skype for Business Cloud PBX and PSTN Conferencing Testing Activities, Scope of
testing, and setting customer expectations. The session will include an overview of the test matrix and templates available for
successful delivery. After this session, attendees will be able to articulate the value of testing activities, required resources and will
be prepared to successfully deliver engagement.
August, 4
Scripted user enablement This session will introduce SOF content that will allow easy enablement of a large mass amount of users for Skype for Business
and voice features. SOF scripts including required input files, execution, features, and execution reporting will be covered in the
session.
August, 5
Service health and service
usage
The Service health and service usage session will provide all the information required to determine if the service is healthy and if
the envisioned modalities are being used.
August, 8
Managing Call Quality This session will go into details on managing and optimizing call quality – to ensure that users have a great experience when
using Skype for Business.
August, 9
Key stakeholders
Role Description
Project Executive Sponsor
• Ultimate authority and accountability for the project and delivery on project objectives
• Helps resolve issues escalated by project lead
• Sponsors communication within the company about project goals
• Responsible for making key strategic decisions
• Responsible for availability required resources and budget
• Leads Quarterly Business Reviews (QBRs)
• Buy-in and support of awareness campaign effort
• Serves as the project sponsor to the program rollout
Project Lead
• Manages and leads project team
• Coordinates partners and working teams engaged in the project
• Accountable for creating and managing project plans to meet quarterly key results
• Resolves cross-functional issues
• Provides regular updates to the project sponsors
• Incorporates adoption aspects into the all-up project plan
• Leads Monthly Business and Operational Reviews (MBRs), contributes to Quarterly Business Reviews (QBRs)
Collaboration
Lead/Architect
• Responsible for execution on collaboration strategy defined by company executives
• Analyses and chooses collaboration products for the company that meet business goals
• Prepares the workshop materials and delivers the envisioning workshops
• Accountable for creating the solution architecture
• Responsible for operation of collaboration products
• Defines operation and support model with the partner
• Contributes to Monthly and Quarterly Business Reviews
Have right stakeholders
Executives
Project managers
Network and telephony departments
Security department
Change management team
Site managers
Support/help-desk department
Business unit representatives
Key stakeholders
Role Description
Consultant • Responsible for configuration services
• Contributes to the overall solution architecture
Project Manager • Develops and maintains project plan
• Manages project deliverables in line with project plan and budget
• Records and manages project issues, including escalations
• Conducts weekly stand up calls
• Liaises with, and provides updates to, project executive sponsors
• Works with the architect to define the change-management approach and communication plans
Change
Management/Adoption
Specialist
• Provides input on discovery phase into adoption and training processes
• Participates in adoption strategy workshop
• Develops and responsible for adoption strategy
• Develops and executes communication plan
• Responsible for delivering trainings to end users
• Collects feedback and conducts surveys
Network Lead • Provides input on discovery phase into network design
• Participates in planning during envisioning workshop
• Coordinates work of networking team during the project execution
Security Lead • Provides input on discovery phase into security design and processes
• Participates in planning during envisioning workshop
• Coordinates work of security team during the project execution.
Key stakeholders
Role Description
Telephony Lead • Provides input on discovery phase into telephony design
• Participates in planning during envisioning workshop
• Coordinates work of telephony team during project execution
Desktop Lead • Provides input on discovery phase into clients and update process
• Participates in planning during envisioning workshop
• Coordinates work of desktop team during the project execution
Support/Help Desk Lead • Provides input on discovery phase into operational and support model
• Participates in planning during envisioning workshop
• Supports model planning
• Coordinates work of support teams/resources during project execution
Business Unit Representatives • Contributes in end-user based adoption guides and materials
• Contributes to and reviews business use cases
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