Plan, Build, Migrate: Running Your Own Phone System Cutover

Why this course matters

• Reduce cutover risk and downtime with a clear plan and checklist.
• Save time and money by understanding how to run your own phone system deployment internally.
• Speed up delivery with ready-to-use templates and understanding risk acceptance checkpoints.

What you’ll learn

• Planning the work - map the steps, responsibilities, and expected timelines.
• Document what you have - make a simple inventory of people, numbers, and special lines (like alarm lines or faxes).
• Check your readiness - use checklists to confirm your site’s internet and network are ready to handle calls on a modern system.
• Design your call paths - Plan out menus and ring groups so callers reach the right people as efficiently as possible.
• Set up & test - Account configuration, hardware assignments, phone number management, and trials for user acceptance testing (UAT).
• Prepare for the system switch - build a go‑live checklist, a backup plan, and a training plan.
• Go live with confidence - run the cutover using a clear step‑by‑step playbook to mitigate risks.

Practical applications

• Setup up a new phone system tenant and migrate your services with a structured checklist.
• Produce executive‑ready handoffs for phone system upgrades (project plans, risk/issue log, test matrix).
• Optimize user extensions, call menu scripts, emergency call routing, and other communication efficiencies.

Who should attend

• Project managers and implementation leads responsible for telephony cutovers.
• Systems/Network administrators and representatives.
• Operations leaders who own service levels during and after go‑live.