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Managed IT for private equity

Unified communications for private equity

Calling, meetings and messaging on Microsoft Teams, run as one managed platform across the platform company and every add-on, so every location and team communicates the same way.

At a glance
Platform

Microsoft Teams Voice

Includes

Calling, meetings and messaging

Changes

Moves, adds and changes handled for you

Built for

Distributed teams, carve-outs and add-ons

Where unified communications sits in the deal
01

Diligence

02

First 100 days

03

Run the hold

04

Exit

Vance St. Capital
Shamrock Capital
Solace Capital Partners
Demopolis Equity Partners
Owner Resource Group
Slate Capital Group
Assured Healthcare Partners
LLR Partners
Yellow Wood Partners
Avalt
Bertram Capital
Unified communications

What is unified communications?

Unified communications brings a company’s phones, meetings, chat and texting onto one platform. Instead of a separate phone system, conferencing tool and messaging app, people call, meet and message from Microsoft Teams, at their desk or on their phone.

For a PE-backed company, it means one way of communicating across every location and add-on, fewer systems to pay for and manage, and a phone setup that can move quickly in a carve-out.

The questions it answers for a sponsor

Day one

Will phones and customer lines work from the first day of new ownership?

Carve-outs

How quickly can the business leave the seller’s phone system?

Add-ons

How does an acquisition move onto the same platform?

Customers

Are customer calls routed, queued and answered properly?

Compliance

Does messaging meet the rules of a regulated industry?

Cost

How many phone and meeting contracts are we paying for?

Scope

What our unified communications covers

Five areas, run the same way at the platform company and every add-on.

01 / 05

Calling on Microsoft Teams

Calling built into Microsoft Teams, on desk phones, mobiles and conference hardware, so people use one app for everything.

Teams-enabled desk phones, mobiles and meeting rooms

Voicemail sent straight to email

Moves, adds and changes handled for you

02 / 05

Calls routed to the right people

Intelligent routing, queues and custom greetings, so customer calls reach the right team and nothing gets missed.

Advanced call routing and queuing

Customizable greetings

Call recording and analytics

03 / 05

Texting from inside Teams

Send and receive SMS between Teams and external mobile numbers, one-to-one or in groups, without another app.

SMS with external mobile numbers

Group and one-to-one texting in Teams chat

Text conversations managed in Outlook

04 / 05

Meetings and collaboration in one place

Online meetings, chat, file sharing and cloud storage on the same platform as calling, so teams aren’t switching between tools.

Online meetings and chat

File sharing and cloud storage

One platform for every location

05 / 05

Compliance-ready messaging

Secure, HIPAA-compliant messaging that supports healthcare and other regulated industries.

HIPAA-compliant messaging

Secure storage for call recordings

Usage tracking and service insights

Our approach

Why our unified communications is different

Most providers sell a phone system and move on. Compello runs communications as part of the investment, with one senior team, one standard and support that keeps pace with the deal.

Faster for carve-outs and add-ons

Teams Voice deploys quickly, so a carve-out can leave the seller’s phone system and an add-on can join the platform without a long telecom project.

One team, diligence to exit

The senior team that diligences the deal and delivers the 100-day plan stays on to run communications through the hold.

Backed by 24/7 IT and security

Communications run on top of Compello’s 24/7 IT, infrastructure and security services, so calls and messages are supported and secured like everything else.

FAQ

Unified communications questions, answered

Something we haven’t covered? A partner can answer it on a short call.

What does managed unified communications include?

Microsoft Teams Voice, meetings and messaging, SMS texting from Teams, advanced call routing and queuing, call recording and analytics, and moves, adds and changes handled for you.

Yes. Teams users can send and receive SMS with external mobile numbers, one-to-one or in groups, and manage text conversations in Teams chat or Outlook.

Yes. Messaging is secure and HIPAA-compliant, which supports healthcare and other regulated industries.

No. Unified communications is one of seven managed IT services. Most companies start with a small, defined first step and add only the services that pay off.

Connect every portfolio company on one platform

Book a complimentary technology and security review with a senior Compello operator, and see where communications stand today.