Most large enterprises would naturally write an RFP for something as critical as their communication systems but also these are the Fortune companies who still haven’t really caught onto the awesomeness of Open Source IP PBX systems, though sooner or later they will and there are some things they should know when writing an RFP specifically for an OS IP PBX. And even if you’re not a Fortune company, you should still write an RFP… honestly, if you’re looking to invest anything over $100K on a phone system, you’d be silly not to have an RFP. Increasingly I’ve found that there is a growing number of large enterprises interested in evaluating an Open Source IP PBX and for those who do, one should understand the differences between an OS IP PBX and a proprietary IP PBX enough to tailor their information in an RFP to fit the realities of an Open Source IP PBX.

I thought I’d write an article about RFP’s for Open Source systems because too few companies write them. The process of writing an RFP can be just as useful in helping a company determine their own specific communication needs as it is for a vendor in determining what those needs are. Most of an RFP, whether for a proprietary or Open Source system, will likely be fairly similar except for a couple key OS VoIP areas which include – interface requirements, redundancy requirements, and management requirements. How you effectively outline your requirements for these three areas will largely dictate what type of Asterisk based IP PBX a vendor will quote for you.

Before I get into specific details about an RFP, I want to make sure that you understand a few important conceptual differences between a proprietary IP PBX and an Open Source IP PBX that will help you understand what you’re getting into. I might bring up these conceptual differences now and again… and I’ll start them with “TIME TO THINK DIFFERENT” just for fun…

TIME TO THINK DIFFERENT- It is an undeniable truth that most Open Source companies get a D for marketing and sales material in comparison to proprietary vendors. The simple reason is that proprietary PBX vendors have the cash $$$ to blow on marketing and most Open Source firms don’t (guess where those licensing fees go?). What results from this dynamic is that most proprietary vendors can show up with sexy clear cut marketing material touting all the bells and whistles of their IP PBX systems. This “loud” marketing material gets customers all riled up about the cool, new, and interesting things a pbx can do. Of course this makes sense, people prefer to learn visually and that’s what marketing material is for.

But anyone who knows this industry will tell you that there’s often a big difference between how marketing departments price and sell telecom solutions and how those telecom solutions are actually engineered. For example, proprietary PBX vendors will convince  a company to buy a $10K magic box to expand their exsiting PBX’s voice mail capabilities when in technical reality that box is usually 80% empty and is nothing more than a couple $100 RAID1 hard drives. Imagine if proprietary vendors actually charged what things truly cost (plus a reasonable margin)? Now on the flip side, Open Source IP PBX vendors, the ones who really understand the technology that is, will sell their solution based on the cost to build it… hardware+software+development.

Ok, back to marketing material…. the thing about an Open Source IP PBX like one built with Asterisk  is that you are literally faced with an UNLIMITED number of options for what you can do with that system. So rather than being presented with a list of capabilities which is what proprietary vendors do, many Open Source vendors prefer not to put that box around their customers by limiting capabilities to a simple sheet of paper or product brochure. If I were to write marketing material for all the things you could do with Asterisk, and trust me I’ve tried, the resulting product would result in a compendium of work no man or woman would ever care to read. Instead, companies looking for an Open Source IP PBX need to think a lot harder about what THEY want and what THEY need versus going the easy route of just picking a bunch of features off a page. And, if experience serves me right, too few companies actually address their own telephony needs because they’re so accustomed to waiting on a vendor to simply tell them that “these are the features you’re going to get” & “this is how its done”… hence why I’m writing this document – KNOW YOUR REQUIREMENTS BEFORE ANYTHING ELSE…. then put them into an RFP…. makes so much sense doesn’t it….

It’s undoubtedly a daunting task to be told “your IP PBX can do anything” (and it literally can) and then being asked, “now what do you want it to do”… but that is the case so instead of someone giving you parameters for functionality, you need to set your own when looking at Asterisk. DISCLAIMER – Yes systems like Switchvox and Trixbox have a definable set of features packaged into different software tiers much like proprietary systems, they even carry per-extension licensing fees like proprietary systems, but they’re also not your only Asterisk based option which is why you NEED to outline requirements because there might be a better Asterisk solution which is more appropriate for your company. Plus, I want to focus on large enterprises and unfortunately the bundled Trixbox and Switchvox options don’t satisfy organizational requirements that demand more than 150 simultaneous calls whereas Asterisk alone can handle many times that in the right deployment. I’ve worked with Asterisk systems (often built using additinoal complementary Open Source VoIP software) capable of supporting over 20,000 simultaneous calls. So anyone who questions Asterisk’s ability to reliably support large call loads either doesn’t know what they’re talking about or are scared shitless that their proprietary ways are in serious jeopardy so they’re just in denial.

As a side note, Open Source routers and session border controllers are also extremely stable. We’ve worked with software such as OpenSIPS/SER and I’ve seen these systems route well over 80 million minutes/mth through carrier networks. For big enterprises, OpenSIPS might be part of your Open Source IP PBX solution….ya never know.

Where to start:

Ok so you’ve been assigned the responsiblity to source a new communication system for your firm. What do you do? “Oh, that’s easy” you say, I should start contacting vendors and see what my options are for replacing my janky ass key system…. WRONG! The very first thing you should do is determine what your users need, this is the RIGHT APPROACH. Consider you have a clean slate, anything goes, it’s Christmas, and anything you could ever want in a communications system is possible.

TIME TO THINK DIFFERENT -If you’re used to the proprietary PBX world, you’re probably thinking “well there’s always a big different between what we want and what we can afford”.  And you would be correct, some features and functionality cost more than others. But, compared to proprietary systems where you’re accustomed to every single extra non-out-of-the-box feature costing money, this will likely not be the case for an Open Source IP PBX.

There’s a big difference between how most proprietary vendors like Cisco and Avaya price their IP PBX systems, and how Open Source systems are priced. The cost of most proprietary systems are usually a reflection of the market and what a company can afford to get away with yet still remain competitive. Usually this pricing is in the form of licensing fees, sometimes hardware costs, and usually if you want more features you’ll be paying [license fee]x[number of users] for a set of particular features. Open Source systems are quite different, and again it depends on what type of OS PBX you’re looking at, but in my experience the cost of an Open Source IP PBX is a direct result of the “engineering time involved in getting the thing configured + hardware + software”. And I guarantee, when talking about a big phone system, it will always cost less to custom develop a complex telephony feature using Asterisk than it would cost to purchase that same feature from a proprietary vendor.

Requirements Gathering:

So in writing an RFP, there’s always a few standard procedures all of which start with “Requirements gathering”. This is the process where you go to all your departments and listen to them either bitch about features they wish they had, or highligh the features they can’t live without.

Some companies prefer to gather requirements by forming an adhoc committee made up of individuals appointed from each department or division. This may make sense for a larger company where department heads can filter their groups requirements into a larger committee pool, but for smaller companies it might be just as effective to notify managers about the impending technology purchase and have them gather some comments/suggestions from their employees.

Information Technology
Operations
Sales/Marketing
Accounting/Finance
Executives
And whoever else I forgot….

Often the above departments might have their own opinions about how a new communications system can improve productivity or provide a competitive edge over your competitors. Let your employees be creative in listing new features which might make a difference in your operations. I’m going to list some department specific out-of-the-box features in Part2 of this article so hold tight.

And here’s where I stop and tell you to wait for the next installment of this article. Hope you enjoyed it and stay tuned for more tips about writing an RFP for an Open Source IP PBX.