Essential Checklist for Migrating to Cloud Calling: 9 Key Considerations

Are you considering migrating to cloud calling? This transition can streamline your communication infrastructure, but it requires careful planning. To ensure a smooth migration to cloud calling, we've compiled a comprehensive checklist of nine key factors to consider.

Maintain Cross-System Visibility.

When migrating in phases, it's crucial to maintain visibility across both systems:

How will you monitor call quality during the migration to cloud calling?
What tools provide a unified view of your communication infrastructure?

Inventory Your Numbers.

Before migrating to cloud calling, take stock of your current phone numbers:

What direct-inward-dial (DID) and directory numbers are in use?
Are there unnecessary numbers you can eliminate during the migration?

Assess User Calling Plans.

Evaluate calling needs when migrating:

What calling plans do different user groups require in the new system?
Are there specialized needs for international or toll-free calling?

Optimize Your Migration Scope.

Be strategic about which phones to include when migrating to cloud calling:

Can rarely used phones be decommissioned instead of migrated?
Could some users transition to softphones or mobile apps?

Check Hardware Compatibility.

Ensure existing hardware supports your migration to cloud calling:

Are your current physical phones compatible with the chosen cloud platform?
Will you need to upgrade devices as part of the migration?

Analyze Group and Site Utilization.

Prioritize your order when when migrating:

Which groups or sites should be migrated first based on call volumes or critical needs?
Can you identify low-risk areas for an initial migration pilot?

Address Compliance and Data Retention.

Don't overlook regulatory requirements:

How will you ensure data retention compliance in the cloud environment?
What measures will protect sensitive call data after migration?

Assess Your Current Infrastructure.

Take stock of your existing setup before migrating to cloud calling:

How many phones are registered to your current system?
Do you have an accurate inventory of all devices and users?

Secure Your Backups.

Protect your current configuration when migrating to cloud calling:

Do you have recent backups of your existing call management system?
Is there a comprehensive configuration backup of all components?

Ensure a Successful Migration With the Right Preparation

By addressing these key points, you'll be well-prepared for migrating to cloud calling. Remember, thorough planning is essential to minimize disruptions and ensure a smooth transition for your organization.

Are you ready to start migrating to cloud calling? Learn more about how our MOOV Team can help you achieve your cloud calling migration goals.

Updated on

May 21, 2025

Published on

June 24, 2024

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