Review call flows, extension needs, site connectivity and existing numbers before selecting a
deployment. Identify the people responsible for carrier services and emergency-calling
decisions early in the project.
Deliverable
Telephony requirements and dependency register.
Install and configure an approved IP PBX for the agreed organization and call workflows.
Validate endpoint registration, routing and administration with the customer's
nominated owner before handover.
Deliverable
PBX configuration and acceptance record.
Configure the agreed hosted calling platform, users and supported endpoints. Coordinate
subscription ownership and carrier requirements so the service can be managed independently
after implementation.
Deliverable
Cloud calling configuration and user register.
Connect supported carrier SIP services to the approved telephony platform. Confirm provider
settings, number ownership and routing, testing inbound and outbound calls before
transition.
Deliverable
SIP integration and call test record.
Deploy approved desk phones with the required network and power connections. Assign
extensions, verify common calling functions and label assets so support teams can identify
each installed endpoint.
Deliverable
Handset register and functional checks.
Design extension allocation and dialing conventions for users, departments and sites. Keep
the scheme understandable and expandable while documenting public-number routing and
special-use devices.
Deliverable
Numbering plan and extension directory.
Configure menus and call-routing options around the customer's approved wording and
business structure. Test invalid selections, timeout paths and after-hours behaviour to
avoid calls reaching a dead end.
Deliverable
Call menu map and test evidence.
Implement approved queue membership, distribution and overflow rules. Confirm the operational
owner and reporting needs, testing busy and unanswered scenarios before the queue enters
service.
Deliverable
Queue configuration and scenario checks.
Set up groups that route incoming calls to the intended team. Agree simultaneous or
sequential behaviour and fallback handling so a group remains usable when staff are
unavailable.
Deliverable
Ring-group schedule and call-flow tests.
Configure individual and shared voicemail according to approved business requirements.
Validate notifications and access methods while keeping retention and message ownership
decisions with the customer.
Deliverable
Mailbox setup and user instructions.
Configure supported desktop or mobile calling clients for authorized users. Check
microphones, headsets and representative connectivity conditions, explaining limitations
outside the managed office network.
Deliverable
Softphone onboarding and test checklist.
Coordinate extensions and routing across approved locations or systems. Review WAN
dependencies, number plans and support ownership so a site change does not unexpectedly
affect the wider calling environment.
Deliverable
Inter-site call plan and validation report.
Review switch power, addressing and quality-of-service dependencies for the proposed voice
environment. Identify physical or configuration prerequisites before phones are installed
and service is migrated.
Deliverable
Readiness checklist and remediation priorities.
Configure supported recording features only where the customer has approved the purpose and
operating policy. Clarify access, storage and retention requirements without providing legal
conclusions about consent.
Deliverable
Recording configuration and ownership record.
Implement time-based call handling using an approved schedule and exception dates. Test
transitions between open, closed and holiday behaviour so callers receive the intended
options.
Deliverable
Routing schedule and scenario test record.
Coordinate the technical transition around a carrier-managed number port. Track prerequisites
and testing responsibilities while leaving carrier acceptance and timing subject to the
provider's confirmation.
Deliverable
Port checklist and transition communication plan.
Connect supported directories or provision approved contact information to calling devices.
Confirm data ownership and update procedures so users can locate colleagues without
maintaining conflicting lists.
Deliverable
Directory mapping and synchronization checks.
Identify platform and provider prerequisites for emergency calling, including location
records and user communication. Coordinate with the responsible parties and use only
approved test procedures for the deployment.
Deliverable
Responsibility record and provider confirmation checklist.
Show users and nominated administrators the calling features included in their deployment.
Focus on daily tasks, transfer behaviour and support routes using the organization's
actual call-flow design.
Deliverable
User guides and administrator walkthrough.
Test agreed inbound, outbound, transfer, queue and failure scenarios across representative
endpoints. Record provider dependencies and unresolved exceptions before the customer
accepts the system.
Deliverable
Commissioning report and final call-flow diagrams.