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Implementation Process
8x8 Support

Implementation Process

 

Overview

The implementation process most commonly consists of two types of services based on your purchase. Click here for a full suite of professional services

Implementation Starter is a self-service package ideal for customers who have the technical expertise in-house to be self-sufficient.  It includes limited assistance from an implementation agent

Implementation Plus is a guided service where 8x8 will guide you through an in-depth set up of your system with the help of a dedicated Solution Delivery Consultant

Applies to 

  • US , UK & CA 
  • 8x8 Work customers in implementation who purchased implementation Starter or Implementation Plus

 

Process

Implementation Starter

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Sales Process Complete

Admin Console 101 Webinar 

The webinar will cover the following topics:

  • Login to the 8x8 Admin Console
  • Support resources (My 8x8, 8x8 Knowledge Base, and 8x8 University)
  • Claiming phone numbers
  • Creating users
  • Setting up Ring Groups
  • Creating Auto Attendants 
  • Resources on setting up your network
  • End user application basics (8x8 WorkD and 8x8 WorkM)

Once you have completed the webinar, you will receive an invitation email to schedule an appointment with an implementation advisor should you need further assistance in completing the setup. 

System Configuration Call (Upon completion of Admin Console 101 webinar)

Follow Up Call 

The follow up call is optional based on your needs.

  • The implementation advisor will assist you with troubleshooting any remaining issues
  • They may revisit a previous topic if you need additional assistance

Transition to Support

Congratulations, your system is all set! Keep the following helpful resources handy as you continue to leverage your new 8x8 communications system for your business needs: 

 

 

Implementation Plus

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Sales Process Complete

  • The sales agent will ensure a smooth transition to our deployment team
  • You will receive a Welcome Email that a Solution Delivery Consultant will reach out to you within 2 business days

Welcome Call 

You will be introduced to your dedicated Solution Delivery Consultant who will serve as your point of contact throughout the implementation process.  

The following topics will be discussed: 

  • Define call routing
  • Discuss phone numbers and user creation process
  • Design call flows as desired
  • Confirm network information and suggest changes if necessary
  • Discuss Number Transfer (Porting) based on expected timeline
  • Schedule the next meeting and provide additional resources 

System Configuration Calls

Each system configuration call may vary but in general the Solution Delivery Consultant will review the following key  components with you.  These calls will occur on a weekly basis until moving onto the next phase.

  • Review any setup progress, how the system works and how to administer
  • Bulk upload users accounts and configure call flow
  • Activate phones
  • Submit port request
  • Follow-up meeting invitations and appropriate links to 8x8 Knowledge Base 

Follow up and System Testing Calls

Each Follow-up call may vary but in general the Solution Delivery Consultant will review the following key components with you. These calls will occur on a weekly basis until moving onto the next phase.

  • Ensure that call flow is configured as desired
  • Test the configured system to ensure it all works properly
  • Review porting progress
  • Ensure that you are confident with the setup and aware of the remaining steps to be completed 

Transition to Support

Congratulations, your system is all set! Keep the following helpful resources handy as you continue to leverage your new 8x8 communications system for your business needs: 

Health Checks

  • System Health Checks are available one week and two weeks after transitioning to support. The Solution Delivery Consultant will reach out to you to see if you experience any issues or require any additional assistance
  • Ensure that all the call flows are functioning as designed
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