Buying a Phone System – Part 2

October 28, 2009

Part 2 – Initial Discovery

So you’ve thought about it, now what? 

You’ve conducted your interviews, you’ve chosen the partner that has your best interest in mind and you have an outline of what business objectives you’re trying to accomplish – now what?  This phase in the process, called Initial Discovery, is typically the tipping point for some vendors. I call it the “tipping point” b/c during this time in the early evaluation process either the customer or vendor is going to try to tip the project in their favor and hope that the outcome is favorable (for the customer: requesting everything under the sun for little or no money. For the vendor: Pushing their agenda, not doing the right thing for the customer.) In most cases the project goes dead and no one succeeds.  To avoid this there must be open lines of communication, expectation setting, and established trust (this goes back to choosing the correct vendor for your business – step 1).  It is on both the customer and vendor to establish this critical communication connection.

I mentioned in a previous blog, the evaluation process is 6-9 months in length due to finding out exactly what needs to be accomplished, why and how all of that is going to happen, and what the expected outcome is – all in detail.

In part 3, I will dive into the detailed portion of the Discovery Process. What questions to ask your vendor, why and more importantly, what those questions can and will mean to the future of your business.

Comments

One Response to “Buying a Phone System – Part 2”

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