How To Migrate To A UCaaS

When most businesses think of the word “migration,” fear instantly grips their hearts. While there are definitely some migrations that should warrant this type of fear, migrating to a UCaaS system should not be one of them.

Why Should You Migrate?

According to UC Today, “Gartner believes that by 2021, 90% of IT leaders will be relying on the cloud for their UC technology.” They also state that by 2025, over 80% of businesses will shut down their traditional data centers. 

workplace productivity

This data shows that housing data centers or on-site systems is quickly dying, and this includes communication and traditional phone systems. Housing anything on-site costs money by having to own/lease the equipment, not to mention the people you have to hire and pay to maintain it. With the magic of the internet, you can now rely on a third party to host and run all of the systems you need without you having to spend a dime on equipment or maintenance. Sounds amazing right?

What To Expect

When it comes to UCaaS migration, there are definitely some things that you can expect:

  • Easy Settings – Many settings will auto-populate to require fewer workers as they transition to the new system.
  • Less Fallout – Teams will spend less time managing fallout as there is less business disruption.
  • More Predictable IT Workloads – Since the UCaaS systems are managed off-site, less stress is put on your current IT department when it comes to the migration of systems.

All of these benefits can be gained with a good migration plan. It is very important to talk with your UCaaS provider about the details they need from your IT team to create an easy and seamless migration. This will also allow you to better educate your workers and teams about the changes coming and excite them with the new features they will be gaining from the migration.

When it comes to alerting your team members about the change, here are a few onboarding techniques to follow:

  • Feedback – Getting feedback from your workforce is very important when it comes to deciding what type of user or license each person will need in the new system. If a person who needs to make video calls cannot due to feature oversight, this can be very frustrating.
  • IT Roles – Since the role of managing an in-house phone service will be removed from your current IT staff, helping them to understand what they can no work on will help them to feel valuable with this big burden being removed from their plate.
  • Support – Having the support of your company’s leadership is pivotal in helping you to succeed with a smooth UCaaS migration.


Ultimately you want a phone system that will be able to adapt as your business grows. Traditional phone services are very hard to do this with, but UCaaS systems are built just for this sort of thing. Whether you need to add some additional lines, features, or whatever it may be, it can be done with ease from an online platform with a few clicks of a mouse. 

Having the ability to integrate with already existing systems should not be overlooked. For example, the ability to have incoming calls automatically be added to your company’s CRM helps with lead generation and follow up while reducing many manual steps. This can help your business to communicate with customers much more efficiently than before. 

Whether you are running a call center, an enterprise company, or a small business, UCaaS systems can work in all of these environments to give you the control you need without breaking the bank. 

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