Assess what you have
Start with an inventory of your current numbers, phones, call flows, and any integrations your team depends on. This becomes the checklist for the new system.
Design the new call flow
Map out how calls should be handled after the move:
- A main greeting and menu for the organization.
- Routing for departments, after hours, and holidays.
- Which roles need desk phones, softphones, or both.
- Where voicemail should be delivered.
Cut over in stages
Test the configuration with a small group before moving everyone. Port numbers on a scheduled date, keep your old system available briefly as a fallback, and provide a short training session so staff know what changes.