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Sizing a PBX for quotation purposes

Sizing a PBX for quotation purposes

The ideal process before embarking on the journey to attain different solution quotations from various vendors is to document your requirements.
This Business Needs Analysis process can be done by an Consultancy organisation or one of your telecoms partners - to access a list of credible PBX providers click here.

The following information is typically required in order to quote on a new PBX solution for a small to medium sized business:

  • Number of trunk lines / trunk ports required:
    • SIP (number of channels + provider) and how the provider will connect to the PBX
    • ISDN BRI -2 channels / PRI - 30 channels
    • Junctions (normal Analogue lines)
    • Networking to other sites required? If yes, detail to be shared
    • Any number services currently in use, i.e. SmartAccess (086/0800)
  • Desired Technology Foundation
    • Traditional PBX (Hybrid with cards) on dedicated voice infrastructure
    • VoIP PBX on separate or converged LAN network
    • VoIP PBX on proprietary server or virtualised server
  • Number of extensions required:
    • IP / Digital / Analogue / Fax, etc
    • Number of switchboard operators / switchboard consoles in use – PC / non-PC
    • Number of standard instruments
    • Number of executive instruments
    • Number of cordless instruments
  • Applications required
    • Contact Centre (which would have its own Business Needs Analysis)
    • Conferencing (Video / Web / Audio)
    • Mobility (Smart device / Laptop for Remote workers)
    • Telephone Management System
    • Voice Logging / Recording (which would have its own Business Needs Analysis)
  • Peripheral / functionality required
    • Auto Attendant (press 1 for sales, 2 for technical, etc)
    • Headsets (wired / wireless and monaural / binaural)
    • Voicemail per user
    • Hot Desking
    • Music on Hold
    • Other: Call Barring, Call Groups, Pin codes, Night Service, etc
  • Service Options:
    • Ad-hoc support
    • Service and Maintenance Agreement
    • Software Assurance (if applicable)
  • Purchase options:
    • Outright Capital purchase
    • Financed Rental
    • Managed Service

For some businesses the PBX and Application requirement is best positioned as an RFP (Request for Proposal) with the specification advertised for interested bidders to submit their proposals. It is important to have an experienced Telecoms representative as part of the adjudication panel to ensure that all proposals are indeed an apples for apples comparison, and also to ensure that the next telecoms investment is one that will take the business forward for many years to come.