Transcript
Page 1: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

UC and CC: Lync and CIC

Doug SplinterVP, Sales Engineering

Avtex Customer Conference 2012 The Intersection of Technology and Customer Experience Hyatt Regency | Minneapolis |10.25.2012

Page 2: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Agenda

• Session goal review – why are we here?• Microsoft UC “in the box”

– Lync and Exchange Features• The opportunity and overlap between CIC and

Lync• Integration architecture options• Q&A

Page 3: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Session Goal

• Two key enterprise products deployed or be evaluated at many customers– Interactive Intelligence CIC – Contact center platform– Microsoft Lync – Enterprise UC platform

• In this session we’ll review CIC integration from a “what are the advantages of combining with Microsoft UC?” point of view– There is significant overlap, but also unique advantages

in combining. – This is NOT a competitive overview

Why are we here?

Page 4: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Components of and Functions Provided by The Microsoft UC Stack

Page 5: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Microsoft’s Pre-Integrated Business Productivity Platform

BEST PRODUCTIVITY EXPERIENCE

ACROSS PC, PHONE, AND BROWSER

THE CLOUD ON YOUR TERMS

ON-PREMISES

ONLINE

Content Collaboration CommunicationsMessaging

Active Directory ServicesIdentity

Page 6: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Introducing Microsoft Lync 2010

Instant Messagingand Presence

Enterprise VoiceAudio, Video,Web Conferencing

Page 7: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Microsoft Lync 2010

– Core services w/Std., Ent. and Plus CALs:• Presence and Availability• Instant Messaging and File Transfer• Personal Voice & Voice Conferencing• Video Conferencing• Web Conferencing

– Platform for applications:• IVR/Speech (Microsoft Speech Server)• Audio/Video conferencing• Calendaring and Email• Business process integration

What is in the box:

Page 8: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Microsoft Exchange 2010

• Features(w/Std. and Ent. User CAL)– Core Messaging

• Email• Calendaring• Tasks Management• Mobile Access

– Unified Messaging • Single inbox for a variety of message types• Integrated voicemail with many end-user features

– Compliance and Archiving

What is in the box:

Page 9: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

New Connected Experience

Find and connect with the right people

People SearchSkill Search Activity Feed

Stay connected with your network

Unified Contact Store

Page 10: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Communicate in Context

Anywhere access to email and IMExchange provides built-in antivirus and antispam software and Outlook Web App for email and instant messaging

Streamlined communicationsUse a single user interface for IM/presence, voice, video, and application sharing

Voice mail previewAccess voice mail and voice mail text preview from anywhere; communicate without switching applications

ignoreconversation

audio playback

contextual contact options

text preview of voicemail

escalate to voice, video, desktop sharing

Page 11: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

save directly to SharePoint

in-context collaboration

authoring context and presence

related content

get things done faster and more easily

Page 12: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Work together in real time

coauthoring

presence

Page 13: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Stay Connected to Your Social Network

conversation view for easy email management

social news feed in Outlookoffline access keeps you productive anywhere

Page 14: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Authentication

Administration

Storage

Compliance

Unified Experience

Self Service & Speech

E-mail andCalendaring

WebConferencing Telephony

Audio & Video

Conferencing Voice MailInstant

Messaging (IM)

Common Communication Silos

Authentication

Administration

Storage

User Experienc

e

Authentication

Administration

Storage

UserExperience

Authentication

Administration

Storage

User Experienc

e

Authentication

Administration

Storage

UserExperienc

e

Authentication

Administration

Storage

User Experienc

e

Authentication

Administration

Storage

UserExperienc

e

Authentication

Administration

Storage

User Experienc

e

Telephony and

Voice Mail

InstantMessaging

E-mail andCalendaring

Unified Conferencing: Audio, Video,

Web

The Microsoft Unified Communications Offering

On-Premises In the Cloud

Page 15: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Microsoft UC and CIC:Better Together!

Page 16: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

The overlap and the opportunity

Where does CIC play in an MS UC world?

• From a Microsoft standpoint, CIC is a key Contact Center partner

• CIC offers advanced MS Lync integration• Base functions offered today in CIC 3• Features are being advanced in CIC 4.0

Page 17: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

History of CIC: Note MS Integration

• First integration offered with OCS 2007 and CIC released in 2008; this was the first MS rev that offered deeper integration offerings

Page 18: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Key overlap areas

• Core telephony– Which system will provide dial tone for non-agent users?

• Instant messaging– Both products have it

• Presence and availability– CIC has basic PA functionality, granular CC Agent– Lync has deeper “regular user” presence

• Audio conferencing– Both platforms support audio bridges– Lync bridges are integrated with Outlook and Lync Web Meetings

Between CIC and Lync

Page 19: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Key differentiating areas

• Advanced contact center agent functions– True ACD functionality– Skills-based routing– Call recording– Workforce Management– Surveys– Outbound dialer– Auto-answer– Supervisor monitor and reporting– More…

Between CIC and Lync

Page 20: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Functional Goals of Combining

• High Level Roles– CIC: Contact Center functionality– Lync: Enterprise UC functionality

• Functional Combinations – Presence and availability– Telephony call control (RCC) for “non-agent” users– Instant Messaging integration– Voice endpoint for agents

Playing the right role for your company

Page 21: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

For CIC Agents – Presence Data

• Lync presence availability data shown in CIC directory to CIC users– Users running CIC agent can see availability of Lync

users via server-side directory integration– Agents don’t need to run Lync to see other users – However, no x-system communication is available

unless the agents also run the Lync client

Server-side and Client-side

Page 22: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Integration Step 1: Presence

• CIC Presence– Agent status based on CIC– Many presence states

• Lync Presence– Normally 7 basic presence states– Presence managed in a variety of ways

• PC/Device State – Away, Available• Exchange Calendar – Meeting Status, OOF• Online Meeting: In a Conference• Lync Audio Device Status: On a call, In a Conference• Third-party PBX integration: In a Call

Both CIC and Lync offer presence services

Page 23: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

ININ CIC and Microsoft LyncPresence Sync- The issue is, they don’t “match up”

Page 24: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

CIC Agent Presence Mapping

• In rev. 3.0– Base state mapping– All to the same

• In rev 4.0 (released!)– Advanced state mapping

CIC Voice with Lync joint client - Current/Future

Page 25: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Remote Call Control

• ONLY for Lync client users who use CIC-attached phones

• Offers 2 key elements– “base” remote control functions of the phone

• click-to-call• click-to-answer

– Phone “in a call” state advertisement to Lync

Used if CIC is your PBX for “regular”, AND you run Lync for collaboration

Page 26: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Lync as a Voice client for CIC agents

• Lync voice client can be used as a Remote Agent endpoint– Works just like normal CIC endpoint– Potential for call handling issues

• If the Lync user receives a call outside of the CIC media path then CIC will not have accurate presence status, and may ring ACD calls inbound

• Calls placed on hold in Lync will not be accurately reflected or managed by CIC

– No true support for high volume dialer and auto-answer scenarios

Rev. 3.0 integration

Page 27: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Lync as a Voice client for CIC agents

• Lync voice client enhanced support– Works just like normal CIC endpoint– Reduced potential for call handling issues

• Visibility of queues in Lync– Calls in queue– Open/closed status

Rev. 4.0 integration

Page 28: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Demos

Page 29: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Potential Future States

• Agent support for– Lync as IM client for queue-based chat sessions

• Current agent consult tools

– Better Lync voice client support• Currently has some small gaps – multiple inbound scenario

when sep gateways exist, etc.• Mostly only advanced scenarios; core works well

• Future potential functionality– Better direct CODEC support– Better upstream/downstream media management

Page 30: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Q & A

Page 31: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Remote Call ControlLync as collaboration, CIC as the phone system

Page 32: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Lync Voice and Remote Call ControlCIC Agents do not run Lync; mixed PBX from Lync and CIC

Page 33: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Lync Voice and Remote Call ControlCIC Agents may or may not run Lync; mixed PBX

Page 34: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Full CIC and Microsoft LyncEnd goal: Ad-hoc mix; agents and regular users on both systems

Page 35: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012

Thank You!

Page 36: Contemporary Unified Communications and Contact Center: Better Together

Avtex Customer Conference 2012The Intersection of Technology and Customer ExperienceHyatt Regency | Minneapolis |10.25.2012


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