A company of 2,500 employees in several countries on one voice, fax and SMS platform, integrated with its ERP
A multinational services company with about 2,500 employees in several countries, a leader in its segment, running SAP S/4HANA.
- Scale
- 2,500 employees, several countries, one ERP, a local carrier in each country
- Engagement
- Design, pilot and phased rollout over about a year, then continuous operation
The challenge
Each country had its own phone provider, its own fax machines and texting on personal phones. Customers could not reach the right team from one number, nobody could see a customer's calls next to their orders, and call recording was handled differently in every office. The company wanted one communications platform, connected to its ERP and run by the same team that managed its IT and security, without losing a single published number.
The company had grown across borders, and its communications showed it. Each country bought phone service locally, kept fax machines where trading partners still demanded them, and let sales and service staff text customers from personal phones. A customer who called the wrong country was transferred by hand or lost. Nobody could see a customer's calls next to the orders they were about. The company's ERP, SAP S/4HANA, held the business record but none of the conversations about it. The goal was one platform, one set of numbers where possible, and every call, fax and text tied to the record it concerned.
The Clayton Communicator became the single platform for voice, fax and SMS. Regional points of presence keep calls close to the people on them, and session border controllers connect to a local carrier in each country over SIP trunks, with failover between carriers. The session border controllers do the unglamorous work: they secure the signaling, hide the internal network, convert between carrier and company equipment and enforce limits that stop toll fraud, such as caps on international destinations. Microsoft Teams Phone sits on top for staff who work in Teams, with calls routed through Direct Routing, so staff use the tool they already know.
Number porting was the delicate part, so it was done in phases. First, an inventory of every number and who answers it, including fax lines and old numbers on carrier contracts nobody remembered. Then, country by country, letters of authorization and port requests, grouped by carrier, with test calls on each wave and a rollback plan for every cutover window. Main numbers and fax numbers moved at the quietest hours, and the old service stayed in place until the new one had carried real traffic. Some numbers took longer because of local carrier rules, so the schedule was built around the slowest, not the fastest.
Integration with SAP made the platform useful beyond the phone. A call from a known customer opens the account, order and open delivery on the agent's screen. A fax is filed against the document it answers, and a text confirms a delivery window and records the reply on the order. Rules about recording differ by country. In the European Union, for example, recording a call generally needs a lawful basis and notice to the people on it under data-protection and privacy law, and some sectors have recording duties of their own. Recording was therefore switched on only where required, with the announcement, retention period and access rules set per country with the company's counsel. This case describes general principles, not legal advice.
The managed IT and cybersecurity teams run the platform with the rest of the environment: one monitoring view, one access model, one incident process. Toll-fraud alerts, call-quality reports and fax and text delivery rates arrive in the same monthly report as patching and backups. The modeled result is a company that presents one face to customers in every country, files every conversation against the business record it belongs to, keeps recordings only where and as long as the local rule says, and has one team to call when something breaks. This is an illustrative engagement with modeled outcomes.
What our team delivered
- The Clayton Communicator as one platform for voice, fax and SMS, with regional points of presence so calls stay local and quality stays steady
- Number porting in phases, country by country, with an inventory of every number, letters of authorization, test calls and a rollback for each cutover window
- Session border controllers and SIP trunks to local carriers, with failover between carriers and toll-fraud limits on international dialing
- Integration with SAP S/4HANA so a call, fax or text attaches to the customer, order or delivery, with click-to-call from the ERP
- Call recording where required, with consent announcements, retention and access rules set per country, and Microsoft Teams Phone for staff who work in Teams
- Managed IT and cybersecurity coverage of the whole platform: monitoring, access control and a single incident process
Result
Modeled outcome: one directory and one set of numbers across the company, faxes and texts filed against the right business record, recordings kept only where they are required and for as long as the local rule says, and one team answering for voice, IT and security. This is an illustrative engagement, a modeled result and not a compliance certification or legal advice.
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