Phone System Checklist

See our Phone system checklist below:

General considerations

  • What is your investment timeframe? (Do you want to meet immediate needs or future strategic needs?
  • What is your budget? (project costs or monthly cost per user)
  • Document the existing system (and its strengths and limitations)
  • Is your building infrastructure suitable for required phone system
  • What are your current broadband connection details?
  • What is your current network load and available unused bandwidth?
  • What is the ratio of inbound and outbound calls?
  • What are the percentages of internal, local, long-distance and international calls each month?
  • How many remote and/or mobile users do you have?
  • What are your current and future business requirements?
  • Define your critical and optional requirements
  • Carry out a full cost-benefit analysis
  • Look out for hidden costs

Specific functionality

  • Number of users
  • Multiple user phones?
  • Line requirement
  • Incoming caller ID?
  • Voicemail requirement (even for employees without a phone extension)
  • Receptionist or automated attendant?
  • Direct dial to any extensions?
  • Remote working requirement
  • Special call handling (e.g. sales) requirement
  • Do mobile employees need to receive calls or messages immediately?
  • Call monitoring
  • Other special functionality required?
  • Any third-party applications required?

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