5 Steps to Make Jive Iimplementation Easy
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The document outlines a five-step implementation process for transitioning to Jive's phone system, which includes preparation, planning, building, going live, and follow-up. A dedicated Service Account Manager (SAM) assists clients throughout the process to ensure a smooth transition by customizing system features and training users. Following the go live date, Jive continues to provide support and allows for system adjustments based on client needs.
5 Steps to Make Jive Iimplementation Easy
- 1. Whitepaper 5 STEPS TO MAKE IMPLEMENTATION EASY jive.com
- 2. 5 Steps to Make Implementation Easy © 2014 Jive Communications, Inc. All rights reserved. | jive.com | 877.548.3007 2 Table of Contents Introduction...................................................................................................................................................... 3 Prepare..............................................................................................................................................................4 THE SAM THE KICK-OFF CALL Plan.................................................................................................................................................................... 5 Build.................................................................................................................................................................. 6 SYSTEM CUSTOMIZATION THE DIAL PLAN EDITOR Go Live...............................................................................................................................................................7 Follow Up.......................................................................................................................................................... 8
- 3. 5 Steps to Make Implementation Easy © 2014 Jive Communications, Inc. All rights reserved. | jive.com | 877.548.3007 3 Introduction For years you’ve been hassling with the tangled cords in the tech closet, telling yourself that getting a new phone system would be too much work. At Jive we know how intimidating the process to transition can be—we’re familiar with these old systems—and that’s why we’re committed to making the implementation process as smooth as possible. Our Jive team knows how to help you transition with the least amount of stress and anxiety, allowing you to enjoy the benefits of a new phone system without any of the headache. While every account is different, Jive has created a standard implementation process that makes transferring to the Jive platform simpler than you would anticipate. Take a look at the way Jive has streamlined the process to getting your new phone system up and running.
- 4. 5 Steps to Make Implementation Easy © 2014 Jive Communications, Inc. All rights reserved. | jive.com | 877.548.3007 4 Prepare THE SAM Prior to starting any project, Jive assigns a service account manager (SAM) to each client to oversee the implementation process. With the help of the SAM, you (the client) are responsible for gathering information about your current system and filling out the necessary paperwork. At this point in the process, the quality and thoroughness of the paperwork that you submit to the SAM will determine how the rest of the implementation process goes. THE KICK-OFF CALL Approximately one week after all the paperwork is received by the SAM, the Jive team will meet with you in a Kick-off Call to customize an implementation plan. At this time a Go Live date will be determined for the implementation of your new system. SAM One of Jive’s certified Service Account Managers. The SAM is the first contact between Jive and the client. The SAM also remains the main point of contact for the duration of the client’s contract with Jive. KICK-OFF CALL The Kick-off Call is the first call between the client, the SAM, and the project management team. This call initiates the project and sets up the project timeline. Initial concerns and questions are answered during this Kick-off Call. GO LIVE DATE The Go Live date is the day set for the new system to take effect. All number porting, dial-plan design, and hardware setup will take place by this date in order to provide a seamless transition. 1
- 5. 5 Steps to Make Implementation Easy © 2014 Jive Communications, Inc. All rights reserved. | jive.com | 877.548.3007 5 Plan During the Kick-off Call, the Jive team will create a 45-day plan to get your system ready for the Go Live date. During this planning stage, equipment will be ordered and shipped, trainings will be scheduled to train you on how to use the system, engineering calls will be scheduled to ensure the systems are running smoothly, and phone numbers will be requested from current providers. While all systems require customized planning, the chart at right is an example 45-day plan. DAY 1 Kick-Off Call/Order Equipment/Request FOC DAY 5 - 21 Receive Equipment at Site DAY 31 Deploy AdTrans DAY 38 Receive FOC DAY 45 Go Live DAY 14 - 28 Conduct Administrator and User Trainings DAY 14 - 38 Build Dial Plans with Project Management Team 2
- 6. 5 Steps to Make Implementation Easy © 2014 Jive Communications, Inc. All rights reserved. | jive.com | 877.548.3007 6 Build SYSTEM CUSTOMIZATION With the planning stage underway, the Jive team is ready to build your individualized system. At this time, Jive’s project management team will help you customize your phone system so that it is perfect for your organization’s needs. Full access to Jive’s all-inclusive feature set allows you to customize voicemail, calling privileges, and extensions so that you can keep your phone system organized. DIAL PLAN EDITOR In addition to the system settings, Jive also offers an award-winning Dial Plan Editor which gives you full control of your call flow. Under the direction and needs of the client, the project management team will use the Dial Plan Editor to create auto attendants, schedules, and queues. The Jive project management team is committed to getting your system fully set up and tested before the Go Live date. Jive will also perform a thorough E911 testing to ensure that every line has emergency access. Play Sound Clip x Auto Attendant (!) x + xx Allow Extension Dialing Timeout Duration Timeout Invalid Press Press Press x Wait 1 Ring During Wait Welcome Message Conf Room x Room 134BQ9 Welcome Options 2 x *78 4 8 Text x Modify Caller ID Main Conference 3
- 7. 5 Steps to Make Implementation Easy © 2014 Jive Communications, Inc. All rights reserved. | jive.com | 877.548.3007 7 Go Live Now it’s time for your Jive system to Go Live. By this time, all phone numbers will have been ported from the original service provider, and the hardware will be set and ready to use. All the plans and preparations made in the previous steps will be in effect starting now. 4
- 8. 5 Steps to Make Implementation Easy © 2014 Jive Communications, Inc. All rights reserved. | jive.com | 877.548.3007 8 Follow Up After your Go Live date, our Jive team will work with you to make any necessary or desired adjustments to your system. A week after your system goes live, our Jive team will schedule a call with you to follow up on your Jive experience. Following this call, you will have constant access to Jive’s customer care, technical support, and service account managers allowing you continual flexibility and support with your Jive system. 5
- 9. 5 Steps to Make Implementation Easy 9 ABOUT JIVE COMMUNICATIONS Jive Communications provides enterprise-grade Hosted VoIP and Unified Communications to businesses and institutions. Jive is rapidly becoming the standard for business communications worldwide. All of Jive’s hosted services run on Jive Cloud, our custom-built platform based on open standards. The Jive Cloud architecture has been purpose-built to deliver the most reliable, powerful, and economical hosted communication services available to the enterprise market. HEADQUARTERS 1275 W 1600 N, Suite 100 Orem, Utah, 84057 877.548.3007 jive.com info@jive.com SALES 24 Hours, 7 Days/Week 866.768.5429 (General) 888.850.3009 (Public Sector) sales@jive.com SUPPORT 24 Hours, 7 Days/Week 877.548.3003 (Toll-Free) support.getjive.com support@jive.com PRESS Mon–Fri (8am–6pm MST) 801.804.7111 (Local) 866.372.5429 (Fax) press@jive.com © 2014 Jive Communications, Inc. All rights reserved. JIVE COMMUNICATIONS®, the JIVE logo and the names and marks associated with Jive Communications products are trademarks and/or service marks of Jive Communications, Inc. and are registered and/or common law marks in the United States and various other countries. All other trademarks are property of their respective owners. No portion hereof may be reproduced or transmitted in any form, for any purpose other than the recipient’s personal use, without the express written permission of Jive Communications.