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ShoreTel Accelerates Financial Transactions at MJSK

Financial Services Firm Cites Intuitive Interface, Easy Management, and Powerful Call-Handling Options
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SUNNYVALE, CA, December 15, 2004 - Minneapolis-based Miller Johnson Steichen Kinnard Inc. (MJSK) is in the very voice-intensive business of providing high-end investment services, and a converged phone system from ShoreTel Inc., the innovation leader in enterprise IP telephony, is making it easier for employees and clients to talk. A single distributed voice platform serves more than 200 employees spread across three states, and receptionists use presence intelligence to match callers to the best available investment professionals regardless of location. As a result, clients are more likely to get to the right investment professional sooner and transact business faster.

ShoreTel's award-winning Personal Call Manager (PCM) interface, user-configurable call-handling modes, Outlook calendar integration, and Follow Me, Find Me features help ensure that important callers get connected to the right people, even if they are out of the office. The Outlook support also streamlines outgoing calls, enabling point-and-click dialing from contact directories.

"All our business is done on the phone," said Matthew Hoban, MJSK vice president and director of information technology. "ShoreTel propagates communications by getting people talking to people. The competition doesn't do this nearly as well."

Going up against Avaya, Cisco, and Nortel, ShoreTel was also the only system with the tools to accommodate MJSK's entire user community, which ranges from technology enthusiasts to individuals who still eschew computers for paper and pencil. However, ShoreTel's intuitive PCM requires little training, and most users quickly saw the benefits of its Outlook integration and unified messaging.

MJSK's VoIP migration began when ShoreTel provided a staging platform that ensured business continuity throughout a headquarters relocation. This trial-by-fire pilot quickly expanded across MJSK's major branch offices, streamlining communications with key ShoreTel features such as Find Me increasing call completion rates and thus boosting the productivity of the business workforce and the IT staff.

The ShoreTel solution enabled incremental implementation, integrating easily with legacy systems and MJSK's mission-critical IPC Turret trading system. Once in place, the ShoreTel system impacted business processes with its document-sharing capabilities, which have reduced the time spent on new-client applications and other paper-intensive tasks.

"MJSK is like many of our customers who need to get people on the phone to transact business," said Dave Dirkswager, account executive with Data Accessories. "While we are in an increasingly connected society, nothing can replace live human interaction. ShoreTel excels in providing key features to get the right person on the phone at the right time – while keeping the management and user interface simple. This is a winning combination."

ShoreTel's built-in conference bridge provides a cost-effective forum for regularly scheduled and ad-hoc meetings. These virtual gatherings are often recorded and posted on the web for reference purposes and retroactive attendance. With these and other benefits of ShoreTel's IP telephony solution, MJSK's employees find it easier to get work done and respond to clients and situations.

Hoban also gives high marks to the support provided by ShoreTel and its local channel partner, Data Accessories. "Our business is all about people and relationships," he said. "Money is secondary—although ShoreTel costs a lot less, too."

"MJSK underscores our commitment to customer satisfaction," said John W. Combs, President and CEO at ShoreTel. "Working in concert with our channel partners, we are willing to go the extra mile for our customers. Providing an industry leading product that is easy to use delivered with responsive installation and support services are the foundation for our ability to delight our customers."

About MJSK, Inc.

Miller Johnson Steichen Kinnard Inc. is a privately held full-service boutique investment firm providing investment banking, securities brokerage, asset management, and related financial services to individuals and institutions across the country. Through its network of investment executives and investment bankers, MJSK offers its clients a wide range of products and services.

About ShoreTel, Inc.

ShoreTel is the innovation leader in delivering IP telephony to the enterprise. The company has shipped its groundbreaking solutions since 1998 and continues to outpace the rapidly expanding VoIP market with technological advances and 100% year-over-year growth. ShoreTel voice systems are designed to make businesses smarter, setting new standards for usability and manageability while reducing telecommunications costs. A uniquely distributed architecture extends enterprise-class voice services to every office and outpost, keeping employees fully connected wherever they go. A select group of channel partners provide top-notch service and support. For more information, visit or call 1-877-80SHORE.

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