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OpenScape Business Technical Partner Presentation - Supporting Slides Oct. 2013.

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2 OpenScape Business Technical Partner Presentation - Supporting Slides Oct. 2013

3 Agenda  SMB Market Trends and Challenges  The OpenScape Business Answer  One Architecture  UC Solution and Features  Solution Manageability  Networking & Deployment  Sales Structure  Support Included  Partner Sales Support  Key Takeaways 3 Copyright © Unify GmbH & Co. KG All rights reserved.

4 SMB market shows room for improvement with communications, and SMBs plan Most SMBs are still using ‘traditional’ tools to collaborate Only a very few SMBs have formal team performance management systems in place 100% Phone Phone Conferences of SMB’s currently implementing or planning to implement UC Addressable opportunity for the SMB TDM/IP Market in 2012 $8 Billion 25 % Interest in IP is growing SMB’s use many tools 55% of respondents want to improve customer service by improving or upgrading their contact center environment Customer Service is key Interest in IP is growing Interest in UC is growing Big opportunity to improve teams 80% 8% Copyright © Unify GmbH & Co. KG All rights reserved. 4

5 SMBs can leverage UC to better equip employees and focus on Revenue What’s important? To find people quickly Average time saved because UC helps you to find the person you need on the first attempt A Single Inbox Presence Saves Time Average time saved by managing s, voic s and faxes from one inbox A shipment is heading to the warehouse – Who will receive it? A deal will close if the owner can talk to the prospect – Can I reach the owner in time What’s important? Never missing a message from a customer or coworker Integration Can Help A multi-tasking sales person won’t miss a voice or fax message because they will automatically appear via What’s important? Not wasting time transferring data Law firms can track voice communications automatically. If a customer calls, their CRM data will automatically open on your desktop 32 Mins 43 Mins 3 Benefits 1- Time Savings 2- Better Accuracy 3- Real-Time Data Access Copyright © Unify GmbH & Co. KG All rights reserved. 5

6 Research results: SMB customers are looking at 6 key elements to ensure success Ease of Installation/Support: System that easily allows the implementation of UC, migration to IP and upgrades with little risk or complex installations Scalability: A simple Voice and UC solution that grows with their business Mobility/Distributed Workforce: Experience independent mobility and collaborate anywhere Management of Operational Costs: Investment protection by migration Productivity and Customer Service: Boost employee productivity and get more done, while serving customers and employees even better to increase retention and loyalty Support: Vendor-backed service support inclusive in product for added peace of mind Copyright © Unify GmbH & Co. KG All rights reserved. 6

7 How these 6 elements will driver higher margin (UC) business for you Ease of Installation/Support: Leverage your knowledge and training on H3K and OSO to bring customers into the UC World with minimal effort Scalability and Flexibility: Customer Relationship Management, mid- and long- term, starting with Voice and easily bringing customers into the UC World Mobility/Distributed Workforce: Have the answers to how your customers can manage BYOD and bring them Presence and Social Media integration Management of Operational Costs: Help Progressive SMBs utilize their IT budgets to invest in a modern UC solution at minimized cost because they can migrate existing investments instead of a rip and replace Productivity and Customer Service: Show your UC and Contact Center competence, becoming a trusted partner to your customers Support: With a simplified and all-inclusive license structure, benefit from Support and free software Upgradse for 3 years Copyright © Unify GmbH & Co. KG All rights reserved. 7

8 Our own Experience in SMB SMB market shows a very broad range of customer requirements DECT as the preferred premise mobile solution TDM is still dominating 65% to 35% IP UC Sales OSO doubled in 2012 very sensitive price segment Keep existing InfrastructureTrend from Voice to modern UC Copyright © Unify GmbH & Co. KG All rights reserved. 8

9 What does Unify SMB business look like today? The SMB Market shows great business opportunities Market Opportunity – Globally, there are 55M companies in this segment and the SMB is the fastest growing UC and telephony market segment where lines are growing at 4.6% (Source: SMB Market Book) A worldwide global installed base with over 500,000 systems, 12.5 million lines 1 A growing demand for UC attached to the HiPath 3000 by using OpenScape Office HX + 2 Acquire new customers Those with a competitor’s phone system today or those looking for UC with flexible deployments A growing demand on UC. More than 8000 activated base licenses for OpenScape Office 3 4 Why not address these needs with a single solution? Migrate Enhance Transform HiPath 3000 Installed Base Attacking the “just change the PABX system” mentality and add feature values to make money Copyright © Unify GmbH & Co. KG All rights reserved. Innovative HiPath 3000 Customers Customers requesting “state-of-the-art” UC by enhancing their current PABX System 9

10 OpenScape Business combines the best of our SMB products OpenScape Business -The most flexible and unified investment  Common Platform  Flexible Upgrading  Standard Devices The perfect solution for SMBs is OpenScape Business Copyright © Unify GmbH & Co. KG All rights reserved. 10

11 OpenScape Business addresses SMB customer needs Unmatched in value, scalability and ease of installation Feature Ease of Installation/SupportScalabilityMobilityTCO Serviceability & ProductivityDifferentiators Full UC solution  More UC functionality in one box than any other vendor  Embedded UC regardless of Voice Infrastructure (TDM / IP) Supports All Devices and Clients  Available on more mobile platforms than competitors  Has Apple Mac OS client, where other vendors only have Web-based solutions  Supports Dual-Mode, WLAN, DECT/Wireless DECT ONE Solution Architecture  No rip and replace to upgrade from voice to UC, add more functionality, or to support more users  Single UCC Domain Ease of Management  Easy to support with Web-based management tools  Flexible licensing on-line Flexible deployment  All-in-One Appliance or virtualized option with Software Copyright © Unify GmbH & Co. KG All rights reserved. 11

12 Agenda  SMB Market Trends and Challenges  The OpenScape Business Answer  One Architecture  UC Solution and Features  Solution Manageability  Networking & Deployment  Sales Structure  Support Included  Partner Sales Support  Key Takeaways 12 Copyright © Unify GmbH & Co. KG All rights reserved.

13 OpenScape Business Simplifying how SMBs adopt and leverage UCC  Generate value with the easiest path from Voice to UCC (on-board UC)  Investment Protection & Migration: Keep the box & phones, just change the board  Make money: Fulfill the customer’s needs perfectly with one product  Unified Design: Common SW & HW solution across all deployments  Reduced and optimized hardware: One main board for UC, VoIP & Data integrated  All-In-One solution supporting all interfaces: Full IP, digital-, analog-, DECT- Voice & UCC  UCC for Standalone and Multisite environments  Voice, Presence, Conferencing, Contact Center, Messaging, IM, Mobility, Fax  UI Integration OpenScape Web Collaboration All-in-One UCC for SMBs ONE Solution Architecture For our Partners OpenScape Business Unified Communication Copyright © Unify GmbH & Co. KG All rights reserved. 13

14 OpenScape Business What is new with OpenScape Business Phase 2 ? New enhanced deployment options  UC Booster Card for up to 150 professional UC User  UC Booster Server for up to 500 professional UC User  OpenScape Business S, pure Voice & UCC Software Solution UC Booster Card für X3R / X5R / X8 UC Booster Server für X3 / X5 / X8 OpenScape Business S Integrated Applications & Networking  OpenDirectory Service with external database access  Application Launcher  Multimedia Contact Center  OpenStage GateView  CSTA 3rd Party Connectivity Professional UCC Clients  myPortal for Outlook  myPortal for Desktop  myAttendant (Attendant Console)  myAgent (Contact Center Client)  myPortal Smart enhancements Providing full blown and integrated UCC for additional sales opportunities Copyright © Unify GmbH & Co. KG All rights reserved. 14

15 Providing ease of installation and support Using a common architecture across all deployments  Up to 500 users  Server-based UC with voice  Virtualization with VMware All-in-one UC Appliance OpenScape Business X3 / X5 / X8  Up to 500 users  Incl. “on board” UC Smart  Advanced UC Suite via: Software UC OpenScape Business S UC Booster Card UC Booster- Server UC Software OR Pre-Installed Systems X8 A common solution architecture across all deployments Copyright © Unify GmbH & Co. KG All rights reserved. X5 X3 15

16 Limiting HW costs and providing scalability between voice platforms, adding UC to grow business Both UC Booster Options are fully integrated in the database and administration of OpenScape Business UC Booster Card UC Suite for up to 150 Users  Advanced UCC for X3R / X5R / X8  Plug & play sub board  Completely pre-installed, UCC Installation Wizards  Plugged on option board slot UC Booster-Server UC Suite for up to 500 Users  Advanced UCC for X3 / X5 / X8 for up to 500 Users  UC Software Expansion Server Based or virtualized  Same administration interface as UC Booster Card Business S UC Suite incl. Voice for up to 500 Users  All-in-one UC PBX as a pure software solution  Virtualized or server based  Virtualization with VMware Copyright © Unify GmbH & Co. KG All rights reserved. UC Software 16

17 OpenScape Business Next generation technology with integrated “on board” UC One UC Mainboard for X3 & X5 (OCCM/R) It‘s All In: Reducing Hardware Complexity Integrated on the new UC Mainboard: HG1500, EVM, CMS, SSDP, LIM, myPortal for Mobile/Tablet  UC Smart Client, incl. Voic , full VoIP & Data integrated  8 UPO/E, 2BRI, 4FXS, DECT  8 DSP Channel “on board” for TDM to IP switching  SW preinstalled on SDHC card  USB Slot for easy backup & restore options  MoH: via Wave-File, day/night, analog Port, Audio In Port One UC Mainboard for X8 (OCCL)  UC Smart, incl. Voic , full VoIP & Data integrated  8 DSP Channel Resources “on board” for TDM to IP Switching  SW preinstalled on SDHC card  USB Slot for easy backup & restore options  MoH: via Wave-File, day/night, analog Port, Audio In Port Copyright © Unify GmbH & Co. KG All rights reserved. 17

18 Leverage existing investments Innovative Migration for your existing HiPath 3000 V9 & OSO HX / LX Flexibility to move from TDM to IP Exchange your mainboard Investment Protection – Keep your hardware, phones and cables Easy migration path for HiPath 3000 (incl. OpenScape Office HX) customers – Exchange your mainboard Upgrade to full featured UCC and use Presence, Fax, Conferencing, Contact Center and much more Migration Path for OpenScape Office LX Customers Free of charge upgrade license Copyright © Unify GmbH & Co. KG All rights reserved. 18

19 New Features for Your Installed Base Migrate HiPath 3000 V9 base to full Unified Communication A huge installed base of HiPath 3000 worldwide more than existing HiPath 3000 systems worldwide Copyright © Unify GmbH & Co. KG All rights reserved. Keep the box & change the board, upgrade via SW license to integrated UC Smart Up-Sell Opportunities Upgrade to OpenScape Business with the UC Server Card to get the entire Advanced UC feature set Generate Additional Business Enhance to full Unified Communication Reuse existing HiPath 3000 interfaces, option boards & Phones 19

20 Agenda  SMB Market Trends and Challenges  The OpenScape Business Answer  One Architecture  UC Solution and Features  Solution Manageability  Networking & Deployment  Sales Structure  Support Included  Partner Sales Support  Key Takeaways 20 Copyright © Unify GmbH & Co. KG All rights reserved.

21 Packaged UC: UC Smart and UC Suite Embedded and boosters/software UC Smart Embedded  Presence including status-based announcements  Favorites including Call Status  Call Journal  Visual Voic Control (with Voic license)  Voic to Service  Ad Hoc Conferencing  Directory Access  Chat & Reminder  For Apple MAC OS & Windows myPortal Smart Integrated on the new UC Mainboard, per User License UC Suite Boosters/Software myPortal for Outlook Per User License Requires Booster Card/Server, Business S  Visual Voic Control (with Voic license)  Directory Search  Favorites & IM  Call History  Visual & Audio Presence  myPortal for Mobile/Tablet (requires Mobility User license)  Rule Management  Personal IVR  Live Call Recording  Call Me  Calendar Integration  Desktop Dialing  + Outlook Integration myPortal for Desktop Per User License Requires Booster Card/Server, Business S  + Rule Management  + Personal IVR  + Live Call Recording  + Call Me  + Calendar Integration  + Desktop Dialing UC-Conference Requires UC Suite UC-Fax Requires UC Suite More UC  Visual Voic Control (with Voic license)  Directory Search  Favorites & IM  Call History  Visual & Audio Presence  myPortal for Mobile/Tablet (requires Mobility User license) Copyright © Unify GmbH & Co. KG All rights reserved. 21

22 OpenScape Business Updated features and clients Multichannel Contact Center available now for all deployment models Attendant Console & Applications myAttendant & OSBiz Att enhancements OpenStage GateView, Application Launcher Voice- und Video-Clients all OpenStage HFA, T & SIP devices, Video with OpenScape Personal Edition SIP OpenScape Business Unified Communication Copyright © Unify GmbH & Co. KG All rights reserved. Anwender-Clients und Groupware myPortal Smart,myPortal for Desktop, myPortal for Outlook, myPortal for Mobile/ Tablet 22

23 OpenScape Business UC Clients suitable for any workplace  myPortal Smart The powerful entry into the world of UC For office based users with the most common OS (Windows & MAC) Mobility Client  myPortal for Mobile  myPortal for Tablet For mobile users – offering UC everywhere on almost every device Desktop & Groupware Integration  myPortal for Outlook & Desktop Full feature diversity on the Desktop or integrated into Outlook  myPortal for Outlook The perfect solution for users of Microsoft Outlook On the Phone  myPortal for OpenStage Allowing office based workers fast change of their presence status and fast & comfortable access to their voice mail box Desktop Clients Copyright © Unify GmbH & Co. KG All rights reserved. 23

24 OpenScape Business Powerful UC Smart already “on board” Provides a simple process to move from Voice to UC with integrated “on board UC Smart” available for X3, X5 and X8 myPortal Smart  Presence incl. status based announcements  Favorites incl. Call Status  Visual Voic Control  Voic to Service new!  Ad Hoc Conferencing  Directory Access  Chat  Reminder  For Apple MAC OS & Windows Integrated on the new UC Mainboard for up to 50 Users Copyright © Unify GmbH & Co. KG All rights reserved. 24

25 Embedded UC – Product enhancements Access your desktop and voice control from anywhere Powerful Voice & UC Feature Values embedded in the box Voic – Fully integrated into UC Smart  up to 300 Voic boxes  6 Channels, 32h recording  TUI or UC Smart controlled  Voice Quality G.711 Wave  Enhanced password security  Announcement port start/stop or Loop  Group Mailbox (MWI to all members) Auto Attendant - No need for additional hardware  up to 100 Auto Attendant Mailboxes  Multi Level Attendant, AA to AA, Mailbox or numbers  4 Auto Attendant Greetings for: night/day, manual selection, etc. Copyright © Unify GmbH & Co. KG All rights reserved. 25

26 OpenScape Business UC Suite myPortal for Desktop and myPortal for Outlook Drag & Drop Conference Call Recording Integrated Presence Visual Voic Fax Mailbox Call Journal Directory Access Call Pop-Ups Dial per Mouse Click Mobility Personal Auto-Attendant Personal Notification One Number Service Instant Messaging Favorites Social Media Outlook Integration Web-Collaboration Speed up your communication with a comprehensive UC feature set integrated into the familiar Microsoft Outlook interface UC Suite available with UC Booster Card, Booster Server or Business S Copyright © Unify GmbH & Co. KG All rights reserved. 26

27 myPortal for Mobile/Tablet and Application Launcher Integrated in the main board – No additional hardware needed  The OpenScape Business user interface for mobile employees using smartphones or tablets with a graphical user interface such as:  iPhone, Blackberry, Nokia, Android and Windows Mobile  Open browser based approach for all other mobile phones or tablets - No dedicated applications need to be loaded on the mobile device  Enhanced UC feature set for managing calls directly from the mobile phone (incl. conferencing, consultation and call transfer)  No need of a parallel fixed phone anymore with the new mobility user license myPortal for Mobiltelefon/Tablet Application Launcher  Start customers business application via batch or HTTP/S Command  Access to LDAP & OSO based directories for name resolution. Access:  Bath File Execution -CRM applications, Microsoft Lync, messages  URL Execution – online phone books, Google Maps Copyright © Unify GmbH & Co. KG All rights reserved. 27

28 OpenScape Business attendant and BLF Stand-alone or network-wide presence support with BLF server OpenScape Business Attendant  Display and change presence status on Attendant BLF  Show BLF with Feature keys ( Hold, Day/Night )  New Phonebook : System Speed dial  "All in one window" for small systems  Support of OpenStage 30T  Network wide “Call Status” & Presence View for up to 4 Nodes (with BLF Server), more on a PSF base  Different Skin variants OpenScape Business BLF (Busy Lamp Field)  Network-wide Call Status & Presence view for up to 4 Nodes  Display Presence status for other users & Change own Presence  Up to 50 Business BLF Users per node  Caller Journal in/out  Dial via Web Service Interface (CTI Control)  Business BLF is a “Stand-Alone” Application, BLF Server for network-wide use Copyright © Unify GmbH & Co. KG All rights reserved. 28

29 OpenScape Business Attendant Console myAttendant  myAttendant for operators to handle calls fast and efficient and for the managing of teams The Attendant Console myAttendant for UC Suite Stay in control of your business and see at a glance who is available, and who is not UC Suite available with UC Booster Card, Booster Server or Business S Copyright © Unify GmbH & Co. KG All rights reserved. 29

30 OpenScape Business On-Premise Mobility Solutions DECT & DECT IP UC Smart Support for DECT and DECT IP – No need of specific BS4-Channel licensing anymore DECT „Classic“  Strong feature set and GUI known from HP3000  DECT Light integrated on X3 and X5 Motherboard  7 x Base Stations / 32 User for X3 and X5 NEW  SLC 16N for X5 (wall) and X8(SLCN) supported  CMA for DECT Light for X3 and X5, in case multiple base stations are needed  No need for CMS anymore NEW  No need of BS4-Channel license anymore. All channels can be used  License per handset. NEW DECT IP  Phonebook via LDAP  Call waiting and call forwarding  Caller Name on display and differentiation of calls (internal/external)  Message Waiting Indication Copyright © Unify GmbH & Co. KG All rights reserved. BS3 BS4 BS DECT IP 30

31 OpenScape Business Full range of UC enabled Devices and Voice Clients OpenStage HFA, SIP and T - secure and reliable advanced phones Migration of existing optiPoint Phones possible OS 5 OS10 OS15 OS20 OS30 OS40 OS60 IP35/55 (SIP) Soft Clients Mobile UCCMI, IP DECT and WLAN Copyright © Unify GmbH & Co. KG All rights reserved. 31

32 OpenScape Business UCC Integration of OpenScape Web Collaboration Services  Full-featured OpenScape Web Collaboration solution specifically packed and embedded for SMBs  Launched via OpenScape Business Drag & Drop Conferencing Service or from call pop-up window  Simple, intuitive interface with one-click access to all features  Integrated text, data, web, and multi-party H.264 desktop video conferencing  Mobile client that runs on any smartphone device including iPhone, iPad, iPod Touch and Android clients  Highly secure 256-bit AES encryption  On-premise deployment model, that can be installed quickly, cost- effectively, and with minimum IT resources  OpenScape Web Collaboration requires a Windows Server  Available with UC Suite (UC Booster Card/Server or Business S) Weitere Informationen zu OpenScape Web Collaboration im SEBA-Portal OpenScape Web Collaboration launched via OpenScape Business User Interface Copyright © Unify GmbH & Co. KG All rights reserved. 32

33 OpenScape Business Introducing Open Directory Services Open Directory Service (ODS) is an embedded solution within OpenScape Business to provide flexible connectivity to external customer databases & client applications  Access to all OSBiz directories from 3rd party applications, OpenStage or IP-DECT through an embedded LDAP Server interface  Connection to multiple external databases:  PostgreSQL  Microsoft SQL Server 2000 / 2005 / 2008  Sybase SQL Server V10 and later  Combines internal OSBiz directories and external databases into a single unified search engine UI  Easy to manage and configure through well-known OpenScape Business Web based Management  Available with UC Booster Card/Server or Business S ODS Datenbank- Connector SQL Access to OSBiz phonebook Unified directory access Open Directory Services for business process integration ODS Open Directory Assistant Copyright © Unify GmbH & Co. KG All rights reserved. 33

34 OpenStage Gate View Integrated surveillance solution with OpenScape Business OpenStage Gate View is a user-friendly, security solution offering real-time video surveillance to observe or control your business from any location  Control and observe via real-time video on broad range of device options  PC Desktops (web-client)  OpenStage 60  iPhone/iPad - OpenStage Gate View app  Range of certified IP web-cameras available (click here for more information)  Support of flexible video recording to secure and observe important areas (e.g. entrance hall, parking lots, doors, etc.)  Video-control entrance areas and grant access via OpenStage phones together with video door-phone solutions  Available with UC Suite (UC Booster Card/Server or Business S) OpenStage Gate View - deliver affordable surveillance for SMB Copyright © Unify GmbH & Co. KG All rights reserved. 34

35 OpenScape Business with UC Suite Integrated Contact Center – Improving Customer Services OpenScape Business Contact Center  Integrated Multimedia Contact Center Deliver the complete range of customer engagement options (voice, , fax, chat)  Intelligent routing capabilities Maximizing “first contact resolution” with integrated skill-based, CLIP or VIP routing to always ensure reaching the right agent  Business Process Integration Connectivity to external customer databases and launch of 3rd party CRM applications  Easy Management & reporting Integrated Administration tools to allow easy contact center setup incl. call flows, announcements and customized reporting Copyright © Unify GmbH & Co. KG All rights reserved. 35

36 Agenda  SMB Market Trends and Challenges  The OpenScape Business Answer  One Architecture  UC Solution and Features  Solution Manageability  Networking & Deployment  Sales Structure  Support Included  Partner Sales Support  Key Takeaways 36 Copyright © Unify GmbH & Co. KG All rights reserved.

37 Application Launcher MyPortal for Mobile/Tablet Common Architecture Centralized Management Flexible Deployment UC Smart Voic Auto Attendant Stand-alone or Network-wide Presence Support with BLF Simplified Licensing WBM for Licensing Embedded UC Intuitive Management OpenScape Business Copyright © Unify GmbH & Co. KG All rights reserved. OpenScape Business NEW integrated features The most integrated UC with ease of management 37

38 Serviceability and manageability improvements WBM and wizards make things easy – no need for a robust IT staff Centralized Management Installation Wizards Pre Installed system and UCC Server PlugIn No Linux know-How required Reuse of existing extensions cards  Less effort needed to bring H3K or OSO service technicians to the OpenScape Business level  Central Licensing within WBM for network-wide easy move and changes  Licenses can be shifted within the network without CLS  Easy Migration Path to exchange HiPath 3000 to OpenScape Business  Common SW setup – One Installation DVD Media for server-based deployments  Intuitive wizards for voice and UC simplify the setup and configuration  Reuse of existing extension boards for TDM, DECT SLC cards and IVM  SSDP ready – Improved remote and secure serviceability Copyright © Unify GmbH & Co. KG All rights reserved. 38

39 Agenda  SMB Market Trends and Challenges  The OpenScape Business Answer  One Architecture  UC Solution and Features  Solution Manageability  Networking & Deployment  Sales Structure  Support Included  Partner Sales Support  Key Takeaways 39 Copyright © Unify GmbH & Co. KG All rights reserved.

40 OpenScape Business Networking The powerful evolution of HiPath 3000 and OpenScape Office  Many Businesses have multiple locations (branches, sales offices, etc.) or offices on a single campus  Site expansion is also typical as small and medium sized businesses grow  The need to communicate and collaborate as one entity is especially critical for smaller companies trying to compete with large enterprises OpenScape Business Voice and UC Networking Growing demand on SMB customers with multi-site environments Powerful OpenScape Business Voice and UC Networking capabilities  Always know the availability of your colleagues in other locations  Stay within reach of your colleagues and customers from any device and location  Managing a single UC domain vs. multiple redundant standalone deployments Voice and UC Networking is important for SMBs Copyright © Unify GmbH & Co. KG All rights reserved. Benefits 40

41 OpenScape Business Networking Voice and UC Networking scenarios A broad range of Voice and UC networking capabilities for multi-site SMBs – The right networking solution depending on customer requirements  Multiple networked OpenScape Business X3/X5/X8  Voice Networking  UC Networking with UC Booster Card/Server  Mixed OpenScape Business X3/X5/X8 with OpenScape Business S  Voice Networking  UC Networking with UC Booster Card / Server  OpenScape Business S utilizing OpenScape Business X3/ X5/X8 as a gateway  Single or Multi Gateway Option  OpenScape Business SIP Interconnection  Connection of certified 3rd Party SIP Applications  OpenScape Business X3/X5/X8 networked with HiPath 4000 V6  OpenScape Business networked with OpenScape Voice (planned) OpenScape Business Deployments Networking with Large Enterprise Copyright © Unify GmbH & Co. KG All rights reserved. 41

42 OpenScape Business Voice & UC Networking Multiple networked OpenScape Business X3/X5/X8 and Business S A common network-wide solution architecture: centralized management & licensing Save costs & energy, reduced hardware complexity  Voice Networking OpenScape Business X3/X5/X8 & S  up to 32 Nodes (more on PSF base)  Up to 1000 Users in a network (more on PSF base)  UC Networking with OpenScape Business X3/X5/X8 & S  Up to 8 Nodes (more on PSF base)  Up to 1000 Users in a network (more on PSF base)  Requires Booster Card / Server per system  Network-wide License Shifting  License Shift the easy way via WBM – no CLS needed  UC Suite/Smart User, IP User, TDM User, Voic User, etc.  Network-wide installation and administration via WBM (Wizards)  As known from OpenScape Office, enhanced Wizard Functionality  No need of HiPath 5000RSM anymore Copyright © Unify GmbH & Co. KG All rights reserved. 42

43 OpenScape Business UC Networking UC Suite Features in the Network  Voice supported presence management (presence visibility)  Network-wide call status (ringing, on call, active mobile device)  Call Pick Up via myPortal  Instant Messaging including multi user chats  Drag & Drop Conferencing in the network  Network-wide Web Collaboration (with Desktop Sharing & Video)  Voic forwarding in the network  Business Attendant and myAttendant change presence status for all users  System-wide internal directory and favorites  External directories via Open Directory Services  Integration into MS Exchange calendar and public folders  XMPP based presence & chat support to external partners  Providing network-wide busy lamp indication on DSS Phone Keys UC Suite mit X3/X5/X8 UC Booster-Card and/ or -Server OpenScape Business S Copyright © Unify GmbH & Co. KG All rights reserved. 43

44 OpenScape Business Survivability options  Monitors and detects virtual machines for “guest OS” failures and automatically starts virtual machines  Detects server failures automatically, using a “heartbeat” on servers  Restarts virtual machines almost instantly without human intervention on a different physical server  In case of fail over Business S will restart immediately with existing configuration; no further licenses needed VMware – High Availability  Dedicated Standard Industry Server  Redundant power supply  Linux SW based redundant hard disks (RAID) two physical HD’s recommended  ECC RAM to detect and correct RAM errors High Availability Server HW  OpenScape Business S to X3/X5/X8 failover scenario, when OpenScape Business X3/X5/X8 is used as gateway  In case of Business S emergency, OS IP devices will automatically re- register via second standby registration setting towards existing X3/X5/X8 system  Voice functionality can be used during the emergency mode X3/X5/X8 failover - survivability OpenScape Business Survivability – It is your choice Copyright © Unify GmbH & Co. KG All rights reserved. 44

45 Virtualization Enabling IT so that it is always on OpenScape Business S and UC Booster Server Software based UC Solutions for SMB’s allowing Virtualization Benefits and motivation of virtualized environments:  Reduction of physical Server-Parks -> HW costs, Space  Re-organization due to server rank-growth (server farms got out hand)  Need of Centralized Management due to high number of applications  Enhanced reliability  Ease of Data Backup and Restore  Scalability  Monitoring  Re-use of old OS systems in a virtual environment  Green IT aspects (One Server needs less power)  Reduced Service Hours OpenScape Business supports virtualization with Copyright © Unify GmbH & Co. KG All rights reserved. 45

46 Agenda  SMB Market Trends and Challenges  The OpenScape Business Answer  One Architecture  UC Solution and Features  Solution Manageability  Networking & Deployment  Sales Structure  Support Included  Partner Sales Support  Key Takeaways 46 Copyright © Unify GmbH & Co. KG All rights reserved.

47 OpenScape Business Licenses The most flexible licensing structure for individual use A flexible licensing structure from entry level Voice to advanced level UC to address every customer’s budget Partner Benefits  Greater flexibility and ability to tailor the solution according to customer requirements  Reduce Partner & Distributors inventory by reducing prices for hardware components  Change from HW to SW Business. Licenses can be ordered from Unify within an hour; no need for stock  Positive financial impact for all Partners  All licenses can be shifted within the WBM – no need for complex shift on CLS anymore  Reduced license complexity due to a common OSBiz architecture for all deployments (X3/X5/X8 & UC Booster Card/Server, Business S) Customer Benefits  Tailored to customer needs: Customers are only paying for the functionality they are using  UC for up to 50 Users is simply a matter of activating an additional license, no need for additional HW  Licenses can be activated easily via Remote  Easy upgrade options from UC Smart to UC Suite if a customer wants to have more Copyright © Unify GmbH & Co. KG All rights reserved. 47

48 OpenScape Business Reduced complexity No need for BS4-Channel License anymore No need for complex B-Channel Licensing for HG1500 anymore No need for a Contact Center Base license anymore Channel per voice trunk Only one base package across all deployments DSP Basis Copyright © Unify GmbH & Co. KG All rights reserved. 48

49 Flexible License Structure UC Smart: Voice & UC integrated on the UC Mainboard Voice  up to 300 Voic boxes  6 Channels, 32h recording Voic User Integrated on the new UC Mainboard, per User  TUI or Smart UC controlled  High Quality Voice G.711 OpenScape Business Trunking-License per Channel (for SIP -and PRI Provider) IP-User for HFA & SIP Phone TDM-User UP0E, analogue, DECT, ISDN Phones Mobility User Cell & Smart Phone Integration Desk Sharing User Per User Log-In UC Smart OCCL für X8 OCCM für X3&X5 UC Mainboard myPortal Smart Integrated on the new UC Mainboard, per User License  Presence incl. status based announcements  Favorites incl. Call Status  Call Journal  Visual Voic Control incl. VM to (with Voic license)  Ad Hoc Conferencing  Directory Access  Chat & Reminder  For Apple MAC OS & Windows  myPortal for Mobile/Tablet (with Mobility User license) Copyright © Unify GmbH & Co. KG All rights reserved. OpenScape Business Base license One order position for X3/X5/X8 and Business S 49

50 Flexible License Structure UC Suite: Advanced UC with UC Booster Card/Server, Business S OpenScape Business Trunking-License per Channel (for SIP -and PRI Provider) IP-User for HFA & SIP Phone TDM-User UP0E, analogue, DECT, ISDN Phones Mobilty User Cell & Smart Phone Integration Desk Share User Per User Log-In Voice  up to 500 Voic boxes  30 Channels, 150h recording Voic User* Requires UC Suite with UC Booster Card/Server, Business S, per User  TUI or UC Suite controlled  High Quality Voice G.711 * The Voic license is the same as with UC Smart Copyright © Unify GmbH & Co. KG All rights reserved. OpenScape Business Base license One order position for X3/X5/X8 (and Business S) UC Suite myPortal for Outlook Per User License Requires Booster Card/Server, Business S myPortal for Desktop Per User License Requires Booster Card/Server, Business S UC-Conference User Requires UC Suite UC-Fax User Requires UC Suite Business S UC Booster-Server UC Booster-Karte More UC Common feature set of myPortal for Desktop and Outlook  + Rule Management  + Personal IVR  + Live Call Recording  + Call Me  + Calendar Integration  + Desktop Dialing  Visual Voic Control (requires Voic license)  Directory Search  Favorites & IM  Call History  Visual & Audio Presence  myPortal for Mobile/Tablet (requires Mobility User) 50

51 Functional Licenses Add values for UC Mainboard, UC Booster Card/Server, Business S myAgent Requires UC Booster Card/Server or Business S Contact Center Fax Requires UC Booster Card/Server or Business S Contact Center Reporting Requires UC Booster Card/Server or Business S Contact Center Requires UC Booster Card/Server or Business S Contact Center UC & Voice Networking Requires UC Booster Card/Server or Business S for UC networking Company Auto Attendant Per Node OpenStage Gate View Per Camera OpenDirectory Connector Per data base Web Collaboration Per Node System Level Xpr Compact Mobility Requires Xpr. Compact Board Xpr Compact Announcement Requires Xpr. Compact Board Xpr Compact Conferencing Requires Xpr. Compact Board OpenScape Business Attendant Requires optional UC Suite or Smart license myAttendant Requires UC Booster Card/Server / Business S OpenScape Business BLF Requires UC Suite or Smart license Application Launcher Requires UC Smart or UC Suite TAPI 120/170 User Requires UC Booster Card/ Server, Business S User Level Upgrade myPortal Smart to myPortal for Desktop Upgrade from HiPath 3000 V9 (incl. HX * ) Upgrades Upgrade from HiPath 3000 V5-V8 Upgrade myPortal for Desktop to myPortal for Outlook Upgrade from OSO V3 LX to Business S * * Requires new Linux OS DVD which can be ordered seperately (incl. 3 years software support) Copyright © Unify GmbH & Co. KG All rights reserved. 51

52 Agenda  SMB Market Trends and Challenges  The OpenScape Business Answer  One Architecture  UC Solution and Features  Solution Manageability  Networking & Deployment  Sales Structure  Support Included  Partner Sales Support  Key Takeaways 52 Copyright © Unify GmbH & Co. KG All rights reserved.

53 Inclusive Partner Support Meeting SMB Partners’ business needs Included:  Expert Assistance Hotline in 4 languages: Priority phone access to Unify Level 2 expert engineers for immediate support needs  24x7 Self-service Web access to Real-time “Known Error” resolution repository  Ticket Management for seamless, closed-loop communication during incident handling  Remote Service Platform (RSP) - fast, secure remote access solution for partner technicians  Response SLA Priority 1: 1 hour  Software Upgrades Product inclusive Support I Reliable and transparent SLA s I Software Upgrades Partner Expert Assistance* Ticket Management* Remote Service Platform* Knowledge Database* Software Upgrades* * Find Details in Partner Support description Included in product price for 3 years Copyright © Unify GmbH & Co. KG All rights reserved. 53

54 Inclusive Partner Support Recurring revenue opportunity for partners, peace of mind for customers Flexible Service models that complement the dynamics of the SMB business and their communication and support needs Partner Benefits  Competitive vendor support offering, tangible re-sellable service features  Simple inclusive support offering – easy to process, no separate order handling  Reduced risk in deployment and support for the new solution elements  Reliable and transparent SLAs position partner as expert resource  Elevation of partner to trusted business advisor increases up-sell /renewal potential  Increased customer wallet share by offering a mix of own and Unify value add services.  Longer-term fixed recurring service revenue and margin potential Customer Benefits  Peace of mind in the event of an issue with guaranteed support by Unify as the vendor  Enhanced customer satisfaction and loyalty  Trusted advisor will help SMBs keep up with the speed of business and their growing needs around communication solutions and corresponding services  Investment Protection and Stability in an otherwise ever changing business environment Copyright © Unify GmbH & Co. KG All rights reserved. 54

55 Agenda  SMB Market Trends and Challenges  The OpenScape Business Answer  One Architecture  UC Solution and Features  Solution Manageability  Networking & Deployment  Sales Structure  Support Included  Partner Sales Support  Key Takeaways 55 Copyright © Unify GmbH & Co. KG All rights reserved.

56 SEN SMB solution overview Current view Approach: Users  Up to 350 users, lead with OpenScape Business  users, lead with Enterprise Express  For user segment, consider legacy products of installed base or portfolio familiarity to determine productn Approach: Voice  TDM – OpenScape Business Approach: Virtualization  OSBiz –SW only  OS EE – SW (HW needed) OpenScape Office MX/LX/HX Up to 500 users HiPath to 10,000 users HiPath 3000 Up to 350 users Converged TDM/IP Advanced UC&C SMB / Mid-market Subscribers 0 1,000 OpenScape Business Up to 500 users 500 Migration Ownership Enterprise Express 200 ~ 1,000 users Copyright © Unify GmbH & Co. KG All rights reserved. 56

57 The SMB portfolio OpenScape Business at-a-glance  Server based PBX including UC  Supporting up to 500 users (IP)  Advanced UC Suite  Virtualization with VMware  ITSP, SIP Trunking „All in One“-UC-Appliance X3 / X5 / X8  All-In-One UC appliance solution  Supporting up to 500 users (IP, TDM, analog)  Incl. “on board” UC Smart  Advanced UC Suite via Booster Options  ITSP, SIP Trunking, BRI, PRI & analogue Virtualized SW UC Solution OpenScape Business S  All-In-One UC appliance solution  Supporting up to 150 users (IP, analog)  Advanced UC Suite  ITSP, SIP Trunking, BRI, PRI & analogue OpenScape Office MX UC Booster- Card oder -Server Software Update coming in 2014 for OpenScape Office MX HW A common solution architecture across all deployments X8 OpenScape Business Unified Communication Copyright © Unify GmbH & Co. KG All rights reserved. X3 X5 57

58 Sales Enablement Overview OpenScape Business Market Introduction Training (MIT) Goals and Details Goal –Market Introduction Training (MIT) on new OpenScape Business offering. Content of MIT training to include: Key Deliverables  Scripted Sales/ Presales presentation on OpenScape Business solution (English and German)  Sales/Presales web-based training (WBT) on OpenScape Business (English)  Post-course test (English)  Market Trends  Target Customers  Solution Architecture  Sales Plays  Positioning / GTM  Migration Strategies  Licensing  Sales resources Sales Enablement Training Concept – Sales Enablement to partner with APT to deliver:  English and German SVUs on OpenScape Business MIT for Sales and Presales audience  Recorded, on-demand WBTs post SVUs Target Audience  Unify Sales and Presales  Indirect Channel Sales and Presales Training Dates  Launch Date – is June 3; MIT training to begin prior to Launch  Specific training dates TBD  Free Sales training will be available from the Training section of the SEBA Portal Copyright © Unify GmbH & Co. KG All rights reserved. 58

59 Market Introduction – Simply update training for service eLearning and/or classroom OR H3K technician- Voice only H3K technician- Voice & UC Classroom H3K Upgrade 2 days incl. practical exercises E-Learning System overview and licenses System installation and initial Start up Backup/restore and software update Smart Voic Service and Remote Service Migration from H3K to OSBiz Classroom Upgrade 2 days Incl. practical exercises OR E-learning modules Classroom UC Smart Classroom 1 day Classroom UC Suite Classroom 2 day Copyright © Unify GmbH & Co. KG All rights reserved. 59

60 OpenScape Business Special channel partner opportunities Promotionen Chancen Copyright © Unify GmbH & Co. KG All rights reserved.  Attractive on-boarding program to minimize a partners “time to money”  Demo packages (via Go Forward! Program)  OpenScape Business S Demo DVD - (ready to show OSBiz Live!)  SEBA to access Marketing tools  Digital Channel  Presentation/Datasheets  Competitive QRG  Flash Demo and Videos  Free 30 day Activation Period for all features (one time)  Free 90 day Evaluation for UC, CRM Integration and Contact Center  NextGen Migration Promotion for HiPath 3000 installed base and new OpenScape Office customers 60

61 Flexible License Structure Try & Buy Options 30 Days Unlimited Let customers fall in love with unlimited use of all OpenScape Business features UC Suite features available with UC Booster Card/Server, Business S Copyright © Unify GmbH & Co. KG All rights reserved. 61

62 Flexible License Structure Enhanced Try & Buy Options * can be used with UC Smart Use 90 Days UC evaluation mode After sale, drive customers curious about the UC Application values UC Suite features available with UC Booster Card/Server, Business S CRM Evaluation Requires UC Smart or UC Booster Card/Server. Business S Incl. TAPI 120/170, OpenDirectory Service, Application Launcher* Contact Center Evaluation Requires UC Booster Card/Server, Business S Incl. aller Contact Center:feature set 64 Agenten, Fax, & myReports UC Smart / UC Suite Evaluation UC Suite requiers Booster Card/Server, Business S Incl. aller UC Smart and UC Suite feature set myPortal Smart, myPortal für Desktop/Outlook, UC Fax, UC Conference, myAttendant, etc.. OS Business Attendant Evaluation Incl. all available Attendant features * * OS Business BLF Evaluation Incl. all available BLF features * Copyright © Unify GmbH & Co. KG All rights reserved. Use the opportunity to order and install the evaluation licenses free of charge Evaluation 62

63 Agenda  SMB Market Trends and Challenges  The OpenScape Business Answer  One Architecture  UC Solution and Features  Solution Manageability  Networking & Deployment  Sales Structure  Support Included  Partner Sales Support  Key Takeaways 63 Copyright © Unify GmbH & Co. KG All rights reserved.

64 OpenScape Business Why Partners and Customers like the product “In order to best serve our customers, we need communications tools that can keep up with our employees wherever we are and that can grow with us as our business needs change. OpenScape Business from Unify got us up and running quickly, and our team has already realized the real productivity benefits of UC.” Scott Brenchley, Director, MCC Apple Centre, Warrington Serve your customers and employees better Get more done Ease of installation/ support “With OpenScape Business Field Trial our expectations are confirmed. It delivers thru continuity and product evolution the latest of Unified Communication Technology… all that with a minimal impact on budget and operations.” Sergio Srdjan Vemic, CTO – Chief Technical Officer, Telmekom Italy “Our SMB customers want the most from their investment and need tools to retain their employees and customers. OpenScape Business provides the flexibility and scalability to support the communications needs of both.” Lee Conde, Sales Manager, Lloyds IP "We are pleased to add OpenScape Business to our portfolio and are excited to bring a UC solution to our TDM customers. As a partner who has sold HiPath 3000 systems for many years, we see OpenScape Business as a natural evolution of this product family that brings our customers the latest in communications technology." Ian Allmark, Managing Director, Lloyds IP Copyright © Unify GmbH & Co. KG All rights reserved. 64

65 OpenScape Business converges HiPath 3000 and OpenScape Office to provide higher margin business  Streamlined product portfolio (i.e. less cables, less hardware boards) will simplify the product and increase overall margin  Designed as an All-in-One Appliance with TDM, analogue, DECT, IP and UC as default capabilities, driving Partners toward this higher margin business by selling UC on top of a voice solution  Packaging scenarios simplifies sales and drive SMB Customers toward IP and UC, the higher margin business  New license model lowers the Channel’s upfront investment and can be ordered and activated online during installation  3 years SW Software Upgrades are included, receive all upgrades and updates for free  3 years of Partner Support is included with premium hotline, remote access platform* Key Takeaways * Find Details in Partner Support description Copyright © Unify GmbH & Co. KG All rights reserved. 65

66 OpenScape Business Simplifying how SMBs adopt and leverage UCC  Generate value with the easiest path from Voice to UCC (on-board UC)  Investment Protection & Migration: Keep the box & phones, just change the board  Make money: Fulfill the customer’s needs perfectly with one product  Unified Design: Common SW & HW solution across all deployments  Reduced and optimized hardware: One main board for UC, VoIP & Data integrated  All-In-One solution supporting all interfaces: Full IP, digital-, analog-, DECT- Voice & UCC  UCC for Standalone and Multisite environments  Voice, Presence, Conferencing, Contact Center, Messaging, IM, Mobility, Fax  UI Integration OpenScape Web Collaboration All-in-One UCC for SMBs ONE Solution Architecture For our Partners OpenScape Business Unified Communication Copyright © Unify GmbH & Co. KG All rights reserved. 66

67 OpenScape Business Messages to help you sell WITH FEATURES TO INCREASE EMPLOYEE SATISFACTION: The most innovative user experience for PC Desktops (Windows & Mac OS), MS Outlook & Groupware Integration, supporting all Smartphones, Unify Desktop-Phones and Tablets CAPITALIZE ON DEPLOYMENT OPTIONS: The most flexible and scalable deployment from standalone to multisite, from converged to full IP, as appliance, on standard server and for virtualized environments, providing UC with ANY LEAD WITH BENEFITS OF UC: The most complete, embedded, All-in-One UC offering for SMBs including Voice, Presence, Conferencing, Web Collaboration, Messaging, IM, Fax and Contact Center Copyright © Unify GmbH & Co. KG All rights reserved. 67

68 Let’s Go! Here’s All You Need To Do To Get Started… Make Money  High customer value  Simple to understand Return on Investment (ROI)  Creates a positive customer response every time Start with free Upgrades and Try & Buy  We will arrange for your sales and technical staff to be trained  Demonstration systems are available at special rates  Be part of a 5 star Go-Forward partner program Get Trained  Speak to your Unify Channel Manager or your distributor  Sign up to bring this exciting solution into your portfolio Say Yes!  Great margins available, especially for SW based solutions (virtualization)  High opportunity for wider project scope  Increase professional service opportunity Copyright © Unify GmbH & Co. KG All rights reserved. 68

69 Unify Thank you! Copyright © Unify GmbH & Co. KG All rights reserved. 69

70 OpenScape Business Enhanced deployments DeploymentX3RX3WX5RX5WX8Business S BRI Trunks 20 2* STLSX4 20 2* STSLX4 52 6* STSLX4 52 6* STSLX4 64 4*STMD3 X3/X5/X8 Gateway PRI Trunks * TS2 30 1* TS *DIUT2 X5/X8 Gateway ITSP Trunks Analog Stations 20 2* SLAD8 20 2* SLAD8 52 6* SLAD8 + 4MB 68 6* SLAD *SLMA Via X3/X5/X8 Gateway Digital Phones 24 2* SLU8 24 2* SLU8 56 6* SLU8 56 6* SLU *SLMO2 Via X3/X5/X8 Gateway IP Phones500 DECT Digital Phones * SLC16N 250 4*SLCN DECT IP DECT Digital Base Stations via BS IP max. Trunks250 Max. stations500 Copyright © Unify GmbH & Co. KG All rights reserved. 70

71 OpenScape Business Interface & Integration in Detail Microsoft Exchange Connectivity Exchange 2010 Open Interfaces & SDK CSTA, TAPI, LDAP, XMPP MS Terminal Server Windows Server 2008 & 8 & 2012 (32 & 64 bit) Microsoft Office Dial from any application Office 2010 & 365 & 2013 CITRIX Support XenApp 6.0 Microsoft Outlook Integration Outlook 2010, 2013 (32 & 64 bit) Desktop OS Windows XP, 7, 8 (32 & 64 bit) MAC OS X VMware Virtualization VMware vSphere 4 & 5 Server OS Linux Support Novell SUSE Linux Enterprise 11 SP2 64Bit Browser Support Firefox Internet Explorer >=9 Mobile Browser Support Firefox Internet Explorer Safari Ongoing support for the current & most used operating systems Open Directory Services PostgreSQL, MS SQL, Sybase SQL Microsoft SBS Small Business Server 2011 Copyright © Unify GmbH & Co. KG All rights reserved. 71

72 OpenScape Business licenses summary 3 Key licenses and add-on’s Additional Functional Licenses  UC Smart  UC Suite UC License Voice License Base System  IP  TDM  Mobility  Desk Sharing  Trunk License  Voic X3/X5/X8 Add:  UC Conference  UC Fax  Contact Center  myAgent   Reporting  Fax  System Level  User Level  Upgrades Order Devices Copyright © Unify GmbH & Co. KG All rights reserved. 72


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