Before you install and set up Management Portal, complete an analysis of the potential customer base that hosted voice will be sold to. During the analysis, the goal is to discover the following:

Target customers and type of end users
Common phone features used by target users
Expected dial plans
Local dialing codes for each city where customers may exist

Design feature profiles and bundles

Upon producing the results for the customer analysis, it is necessary to determine how the various features are packaged into Feature Profiles and bundled with portal features to satisfy the majority of target users. Dialing privileges are also designed at this stage to include all potential customer locales and their various local dialing codes. This reduces lost time later when a default database update is required to include a new Dialing Privilege.

The following generic business requirements need to be set for all customers:

Bundles/Feature Profiles
Dialing Privileges
Key Templates
Brands