Microsoft Lync Server 2010 : Determining the Scope of the Deployment

12/13/2013 2:19:53 AM
Lync Server 2010 contains such a wealth of features that planning a deployment, even one limited to internal non-voice features, can seem quite daunting at first. This section provides some guidance that can assist with the process and assist adminstrators in creating a well-thought-out and structured implementation plan.

Rather than forging ahead with no plan or goals and simply building new servers, loading application software, and inserting them into an existing network environment, a more organized process will control the risks involved and define in detail what the end state will look like.

The first steps involve getting a better sense of the scope of the project; in essence, writing the executive summary of the design document. The scope should define from a high level what the project consists of and why the organization is devoting time, energy, and resources to its completion.

Creating this scope of work requires an understanding of the different goals of the organization, as well as the pieces of the puzzle that need to fit together to meet the company’s stated goals for the project. For Lync Server 2010, this means understanding how the various parts of the business will use the new functionality to improve collaboration and real-time communication. Different groups will focus on different aspects, such as IM with federated partners, or on leveraging video conferencing for departmental meetings. Understanding the needs of the various groups is key to a successful deployment.

Identifying the Business Goals and Objectives to Implement Lync Server 2010

It is important to establish a thorough understanding of the goals and objectives of a company that guide and direct the efforts of the different components of the organization, to help ensure the success of the Lync Server 2010 project.


It might seem counterintuitive to start at this very high level and keep away from the bits- and bytes-level details, but time spent in this area will clarify the purposes of the project and start to generate productive discussions.

As an example of the value of setting high-level business goals and objectives, an organization can identify the desire for zero downtime on IM and conferencing services. Starting with the broad goals and objectives creates an outline for a technical solution that will meet all the organization’s criteria, at a lower cost and with an easier-managed solution.

In every organization, a variety of goals and objectives need to be identified and met for a project to be considered successful. These goals and objectives represent a snapshot of the end state that the company or organization is seeking to create. For a smaller company, this process might be completed in a few brainstorming sessions, whereas larger companies might require more extensive discussions and assistance from external resources or firms.

High-Level Business Goals

To start the organizational process, it is helpful to break up business goals and objectives into different levels, or vantage points. Most organizations have high-level business goals, often referred to as the vision of the company, which is typically shaped by the key decision makers in the organization (such as the CEO, CFO, CIO, and so on); these goals are commonly called the 50,000-foot view. Business unit or departmental goals, or the 10,000-foot view, are typically shaped by the key executives and managers in the organization (such as the VP of sales, Director of Human Resources, site facilities manager, and so on). Most organizations also have well-defined 1,000-foot view goals that are typically tactical in nature and implemented by IT staff and technical specialists.

It is well worth the time to perform research and ask the right questions to help ensure that the Lync Server 2010 implementation will be successful. To get specific information and clarification of the objectives of the different business units, make sure the goals of a technology implementation or upgrade are in line with the business goals.

Although most organizations have stated company visions and goals, and a quick visit to the company’s website or intranet can provide this information, it is worth taking the time to gather more information on what the key stakeholders feel to be their primary objectives. Often, this task starts with asking the right questions of the right people and then opening discussion groups on the topic. Of course, it also matters who asks the questions because the answers will vary accordingly, and employees might be more forthcoming when speaking with external consultants as opposed to coworkers. Often, the publicly stated vision and goals are the tip of the iceberg and might even be in contrast to internal company goals, ambitions, or initiatives.

High-level business goals and visions can vary greatly among different organizations, but generally they bracket and guide the goals of the units that make up the company. For example, a corporation might be interested in offering the best product in its class, and this requires corresponding goals for the sales, engineering, marketing, finance, and manufacturing departments. Additional concepts include whether the highest-level goals embrace change and new ideas and processes, or want to refine the existing practices and methods.

High-level business goals of a company can also change rapidly, whether in response to changing economic conditions or as affected by a new key stakeholder or leader in the company. So, it is also important to get a sense of the timeline involved for meeting these high-level goals.


Examples of some high-level business goals include a desire to have no downtime, access to the communications infrastructure from any of the organization’s offices around the world, and secured communications when users access the network from home or a remote location.

Business Unit or Departmental Goals

When the vision or 50,000-foot view is defined, additional discussions should reveal the goals of the different departments and the executives who run them. Theoretically, they should add up to the highest-level goals, but the findings might be surprising. Whatever the case turns out to be, the results will start to reveal the complexity of the organization and the primary concerns of the different stakeholders.

The high-level goals of the organization also paint the picture of which departments carry the most weight in the organization, and will most likely get budgets approved, which will assist in the design process. Logically, the goals of the IT department play an important role in a Lync Server 2010 deployment project, but the other key departments shouldn’t be forgotten.


As an example of the business unit or departmental goals for an organization, an HR department might typically influence the decision for right-to-privacy access to core personnel records. Or a legal department might typically influence security access on information storage rights and storage retention. These groups will prove invaluable when discussing topics such as archiving and whether to allow integration with public IM infrastructures.

If the department’s goals are not aligned with the overall vision of the company, or don’t take into account the needs of the key stakeholders, the result of the project might not be appreciated. Technology for technology’s sake does not always fulfill the needs of the organization and in the long run is viewed as a wasteful expenditure of organizational funds.

In the process of clarifying the goals, the features of the collaboration system and network applications that are most important to the different departments and executives should be apparent. It is safe to assume that access to collaboration and presentation tools as well as the ability to raplidly communicate with one another will affect the company’s ability to meet its various business goals.

The sales department most likely has goals that require a specific type of communication to be supported and will likely push hard for an optimal conferencing experience. The IT department has its key technologies that support the applications in use, store and maintain the company’s data, and manage key servers and network devices, and these need to be taken into consideration to ensure that Lync Server 2010 follows similar practices to those of existing systems.

It is also worth looking for the holes in the goals and objectives presented. Some of the less-glamorous objectives, such as a stable network, data-recovery capabilities, and protection from the hostile outside world, are often neglected.

A by-product of these discussions will ideally be a sense of excitement over the possibilities presented by the new technologies that will be introduced, and will convey to the executives and key stakeholders that they are involved in helping to define and craft a solution that takes into account the varied needs of the company. Many executives look for this high-level strategy, thinking, and discussions to reveal the maturity of the planning and implementation process in action.


Examples of some departmental goals include a desire to have an integrated address book that enables them to quickly add contacts for partner companies, the capability to add web-based conferencing to meeting requests, or the capability to participate in video conferences from home.

  •  System Center Configuration Manager 2007 : Creating a Package (part 5) - Forefront Client - Configuring the Package, Adding Programs
  •  System Center Configuration Manager 2007 : Creating a Package (part 4) - Forefront Client - Using the New Package Wizard
  •  System Center Configuration Manager 2007 : Creating a Package (part 3) - OpsMgr Client - Configuring the Package Used by the Package Definition File
  •  System Center Configuration Manager 2007 : Creating a Package (part 2) - OpsMgr Client - Configuring the Installation Program
  •  System Center Configuration Manager 2007 : Creating a Package (part 1) - OpsMgr Client - Using the Create Package from Definition Wizard
  •  Exchange Server 2007 Management and Maintenance Practices : Maintenance Tools for Exchange Server 2007 (part 2) - Active Directory Database Maintenance Using ntdsutil
  •  Exchange Server 2007 Management and Maintenance Practices : Maintenance Tools for Exchange Server 2007 (part 1)
  •  Exchange Server 2007 Management and Maintenance Practices : Proper Care and Feeding of Exchange Server 2007
  •  Windows 7 : Programming Plug and Play and Power Management - Callbacks for Power-Up and Power-Down , Callback for Wake Signal Support
  •  Windows 7 : Programming Plug and Play and Power Management - Managing Power Policy
    Top 10
    Review : Sigma 24mm f/1.4 DG HSM Art
    Review : Canon EF11-24mm f/4L USM
    Review : Creative Sound Blaster Roar 2
    Review : Philips Fidelio M2L
    Review : Alienware 17 - Dell's Alienware laptops
    Review Smartwatch : Wellograph
    Review : Xiaomi Redmi 2
    Extending LINQ to Objects : Writing a Single Element Operator (part 2) - Building the RandomElement Operator
    Extending LINQ to Objects : Writing a Single Element Operator (part 1) - Building Our Own Last Operator
    3 Tips for Maintaining Your Cell Phone Battery (part 2) - Discharge Smart, Use Smart
    - First look: Apple Watch

    - 3 Tips for Maintaining Your Cell Phone Battery (part 1)

    - 3 Tips for Maintaining Your Cell Phone Battery (part 2)
    - How to create your first Swimlane Diagram or Cross-Functional Flowchart Diagram by using Microsoft Visio 2010 (Part 1)

    - How to create your first Swimlane Diagram or Cross-Functional Flowchart Diagram by using Microsoft Visio 2010 (Part 2)

    - How to create your first Swimlane Diagram or Cross-Functional Flowchart Diagram by using Microsoft Visio 2010 (Part 3)
    Popular Tags
    Microsoft Access Microsoft Excel Microsoft OneNote Microsoft PowerPoint Microsoft Project Microsoft Visio Microsoft Word Active Directory Biztalk Exchange Server Microsoft LynC Server Microsoft Dynamic Sharepoint Sql Server Windows Server 2008 Windows Server 2012 Windows 7 Windows 8 Adobe Indesign Adobe Flash Professional Dreamweaver Adobe Illustrator Adobe After Effects Adobe Photoshop Adobe Fireworks Adobe Flash Catalyst Corel Painter X CorelDRAW X5 CorelDraw 10 QuarkXPress 8 windows Phone 7 windows Phone 8