Migration Strategies
Zoom’s Professional Services and Certified Channel Partners
Zoom’s Professional Services Organization (PSO) and certified channel partners offer businesses assistance with transitioning to Zoom solutions, including Zoom Phone. These groups can help businesses assess their transitional needs, develop and implement deployment plans, and provide on-site technical services during the Go-Live process.
With multiple tiers of service available, Zoom’s PSO team can help transitioning Zoom Phone customers with the following services:
Architecture & Design
Use Case Analysis
Implementation Support & Strategy
Porting & BYOC Migration
Implementation Guidance
Data Review & Optimization
Network Readiness Review
Provisioning & Configuration
Hypercare: 10 Days of Post Go-live Support
Customers interested in retaining the Professional Services Organization are encouraged to refer to Zoom’s website for more information or speak with their Zoom account team.
A Phased Approach
Customers transitioning to Zoom Phone without assistance from third-party companies or Zoom’s Professional Services organization may benefit from a slower, transitional phased approach. This may include moving users over to Zoom Phone in a segmented or percentage-based approach, like moving users over one Site at a time, or moving 5% of their users in daily or weekly increments, depending on the quantity of users. Benefits of a phased approach include:
Minimized Disruption: Gradually transitioning users minimizes disruption to daily operations. Users can adapt to Zoom Phone gradually, reducing the risk of productivity loss associated with sudden changes.
Risk Management: By phasing the migration, your business can identify and address any issues or challenges that arise in each phase before proceeding to the next. This proactive approach reduces the risk of encountering major problems across the organization.
User Adoption: Users are more likely to embrace the new system when they have time to adjust gradually. Training and support resources can be provided incrementally, so users feel comfortable with the new technology.
Resource Allocation: A phased approach allows organizations to allocate resources more efficiently. IT staff can focus on supporting a smaller group of users during each phase, so they receive adequate assistance and troubleshooting support.
Evaluation and Feedback: Each phase of the migration provides an opportunity to evaluate the performance of the new system and gather feedback from users. This feedback can inform adjustments and improvements as the migration progresses.
Flexibility: Phasing the migration provides flexibility to adapt the implementation plan based on real-world experiences and feedback. Organizations can make adjustments as needed to ensure a successful transition for all users.
Overall, a transitional phased approach to adopting Zoom Phone can help organizations manage risk, promote user adoption, and make a smooth transition to the new technology.
Bring Your Own PBX
For customers with existing on-premises PBX systems, utilizing Zoom Phone’s Bring Your Own PBX (BYOP) service model can simplify the transitional period between on-premises and cloud-based users.
With the BYOP service model, customers connect their on-premises PBX with Zoom Phone’s cloud-based PBX through a set of configurable routing rules. Once this integration is configured, users can continue to dial users with consistent workflows, such as dialing their extension or numbers on speed dial. Due to the back-end routing rules connecting the on-premises PBX and Zoom Phone, when a user dials an extension, the relevant PBX will automatically query both the on-premises and Zoom Phone PBX for the user with the dialed extension and will connect the call accordingly if a user is found.
This service model is most commonly used as an intermediary step for customers transitioning from an on-premises system to one of the previously mentioned service models. Once all users have migrated from the on-premises system to Zoom Phone, the on-premises system can be safely decommissioned or put on standby.
The following example illustrates the benefits of this service model for a transitory period, while an account begins their full conversion process.
Example
The business “Omzo” is preparing to transition 100 users from their on-premises PBX system to Zoom Phone Native. They are currently configured for a Bring Your Own PBX service model to assist with the transition.
On Monday, Alice and Bob are both registered to the on-premises PBX. Alice can easily call Bob at his extension of 100.
On Tuesday, Bob is transitioned to Zoom Phone and keeps his extension number of 100, while Alice remains registered to the on-premises PBX. Because the on-premises PBX is connected to Zoom Phone, if Alice tries to call Bob at extension 100, the query will fail within the on-premises PBX, and failover to Zoom Phone’s PBX. Because Bob retained the same extension, Zoom Phone’s PBX will identify Bob at that extension and connect the call to him through the BYOP connection.
In this scenario, neither Bob nor Alice are required to be aware of the ongoing transition. Calls will continue to connect without an impact to the user experience because the on-premises PBX and Zoom Phone’s PBX are connected and all other factors remain the same.
BYOP Network Design
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