UCaaS Form | MR2 Solutions

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UCaaS

Unified Communications as a Service (UCaaS) is a managed PBX environment in the cloud that provides phone services to end users. It replaces on-prem PBXs as well as SIP, PRIs, and POTS lines.

Please answer as many questions and as detailed as possible.

Full Name

Phone Number

Company Name

Physical Address

Email

Job Title

What is the goal of this project?

Why are you considering a new UCaaS solution?

I have a legacy PBX that is out of warranty

I have experienced a recent outage and want a more reliable solution

I have a service contract expiring soon and want to explore my options

I am paying too much for my current solution

I am not satisfied with the quality of technical support I receive

I have outgrown my current system and need something that scales

I no longer want to be responsible for managing my telephony environment

I have too many disparate systems and want to consolidate to a cloud-based solution

Other

Current PBX (check all that apply)

Avaya

Cisco

Mitel

NEC

Panasonic

Toshiba

UCaaS

Other (please state)

Total # UCaaS seats

Are you interested in remaining on the same PBX platform?

Do you want to reuse your existing handsets?

Do you have any remote or Work at Home (WAH) employees?

Compliance Standards Required

HIPAA

HITRUST

PCI

FedRAMP

GDPR

Other (please list)

Compliance Standards Required

HIPAA

HITRUST

PCI

FedRAMP

GDPR

Other (please list)

If applicable, what are you doing to maintain compliance today?

Contact Center

Are you interested in a new Contact Center solution?

Current Contact Center Solution

# Agents

# Supervisors

Type of Contact Center

Desired Channels of Communication

Voice

Web Chat

Email

SMS

Social Media

Application Integrations

Required Contact Center Features

Interactive Voice Response (IVR)

Skills-Based Routing

Call Recording

Workforce Management

Quality Monitoring

Queue Callback

Dashboards & Analytics

Other

Locations

Do you require integration with an existing productivity solution?

Microsoft/Office 365 (Outlook)

Microsoft Teams

Slack

Cisco Webex/Webex Teams

Google G Suite

Other

Do you have a CRM, ticketing system, ERP, etc.?

Please list domestic sites and number of users at each.

Do you have international sites?

Do any of your international sites require a local DID?

Which regions will require voice services?

North America

Latin America

Europe, Middle East, Africa

Asia Pacific

Please list international sites (by country) and number of users at each.

Network

Current WAN Setup

MPLS

SD-WAN

Internet - Ethernet

Internet - TDM

Internet - Broadband

Other

How do you plan to connect to UCaaS?

MPLS

Dedicated voice circuit (no data)

SD-WAN

Over-the-top Internet

Not sure yet

Other

Are you interested in replacing or augmenting your existing network?

Would you like to bundle services from the UCaaS provider?

Helpful Info

Where are you in the UCaaS evaluation process?

Budget ($/user/month)

What is your expected 'Go Live' date for this project?

Are you willing to pay extra for onsite training?

Do you have a strong preference for UCaaS providers ranked by Gartner or Forrester?

Please describe any other requirements from the supplier regarding implementation and post-install support.

Thanks for submitting!

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