Incoming calls and office extensions
Start with reception and departmental call handling: where calls arrive, who answers them and how they are transferred. Extension numbers, call groups and the number of concurrent calls help define the PBX requirement. An existing phone system should also be reviewed for equipment or lines that need to stay in use.
Mobile, desktop and meeting-room use
Some staff need a desk phone; others need access while working away from their desk. Softphones, mobile connections, Microsoft Teams and room conferencing should be considered against the actual working pattern. Platform compatibility, licensing and the network conditions need to be confirmed for the chosen arrangement.
Connections across offices
Voice and video rely on the network between users and systems. For several offices, including Hong Kong and mainland China locations, review the site connections and how calls should move between them. Existing analogue or trunk connections may require a gateway rather than a direct connection to the new platform.