New Phone System Checklist

Considering a new telephone system?

Call us... 

Considering replacing your office telephone system?

Multiple Offices  

If your organization has more than one site, consider whether you can save money by routing calls between offices over a VPN (Virtual Private Network) on the Internet, rather than the PSTN. This can be a particular benefit if your offices are located internationally. This may require setting up VOIP trunks.

Mobile Workers                                              

If staff move around your site a lot, but need to stay in touch, then DECT wireless handsets may provide a big benefit, by allowing people to stay in contact while on the move. DECT wireless handsets for business offer all of the benefits of traditional desk phones, allowing access to voicemail and call transfers while away from the desk.

Computer Telephony Integration (CTI)        

If your organization uses a Customer Relationship Management package (CRM) you can often make life simpler by integrating the telephone system with the application. This can allow calls to be made directly from your chosen application, which saves having the numbers stored in two places, and makes it much quicker to find contacts and place calls, through “click to dial” functionality.

The above questions should get you off to a strong start with putting together a fundamental “requirements list” when you begin looking at potential solutions.

Waterloo  319-229-7454

Here are a few considerations that we hope will ease the way. If you arm yourself with answers to the following questions, you should find it much easier to choose a system that suits your business’ needs.

First, take a look around, do a quick survey of your existing phone system:

  • How many phones do you need?
  • How many staff will you need 1-3 years from now?
  • How many people are likely to be on the phone at once?
  • Can you identify any downfalls of your existing system?

The answers to these questions should give you an idea of how many extensions (internal phone lines) and trunks (external phone lines) you need, along with some idea of missing features.

Now, consider your external calls, and do another quick survey:

  • Do you have more than one office location? If so, how many calls are inter-office?
  • Do you make international calls? If so, how many?

The answers will give an idea of how to best route your external calls. In other words, what sort of trunks do you need? You may be able to save money by choosing to route some calls over an IP network such as the Internet, or over the traditional PSTN network.

It will also be useful to get an idea of the existing IT systems – you may be able to leverage your IT infrastructure to save money and add functionality to your phone system. Try to get an idea of the following information:

  • What type of cabling is installed for the network?
  • Does the cabling run to every desk?
  • Do the network switches support Power over Ethernet (PoE)?

The IT infrastructure will give you an idea of whether your network is suitable for IP telephone extensions, which could save cabling expenditure and simplify installation.

Spend some time working out which telephony features will really be of benefit to you. In doing this, think about how people in your organization work.

  • Do some staff members need to move around a lot within the site?

  • Are people away from their desks a lot?
  • Do you have remote workers or field-based staff?
  • Do you use computer applications to store contact information?
  • Do you have groups of people to deal with incoming calls?
  • Do any users have “special” requirements, such as receptionists, call center supervisors, or staff working in harsh environments?

These questions will give you information about the capabilities of the applications and terminals you will need on a suitable system, including computer telephony integration applications and voicemail systems. Your choice of communication platform should be made with these criteria in mind from the start, rather than treating them as ‘add-ons’, in order to get the best integration and ease of use.

Finally, don’t forget to take into account your installation and maintenance requirements.

Iowa City  319-333-7714


Now you are probably armed with a host of information about your existing system, along with some requirements for a replacement.  Some of the technology areas that may provide you with a business advantage are discussed here.

Cedar Rapids 319-393-0585

Dubuque  563-213-5784 

Des Moines  515-331-0444