UCaaS / Unified Communications
Your Phone System Is Stuck in the Past. We Get You Out.
CMTG manages your migration to modern cloud voice — on your timeline, without downtime, on any platform you choose.
The UCaaS Market Is Shifting Fast — and SMBs Get Left Behind
Legacy phone system vendors are consolidating, exiting the SMB market, or sunsetting on-premise products — often with 60- to 90-day notices and no migration path. Organizations left scrambling face productivity loss, compliance exposure, number porting chaos, and the risk of a rushed cutover that drops calls on day one. CMTG eliminates all of that with a structured, managed migration process built specifically for SMB and mid-market organizations.
Migration Without the Risk
Structured process, proven outcomes
Day Displacement Window
Typical notice period — we can start immediately
Cloud Voice Uptime
SLA from leading UCaaS platforms
Target Platforms
We're platform-agnostic — you pick what's best
Compliance Verticals
HIPAA, PCI-DSS, FedRAMP, FERPA
Everything a UCaaS Migration Requires
End-to-end — from discovery to 60-day post-migration health checks
Platform-Agnostic Migration
We assess your environment and recommend the right UCaaS platform — RingCentral, Microsoft Teams Phone, Zoom Phone, 8x8, Nextiva, Dialpad — based on your needs, not vendor incentives.
Number Porting Coordination
We manage your LOA submission, FOC date tracking, carrier follow-ups, and the port-day checklist — including a 48-hour rollback plan and E911 verification on every ported number.
Feature Mapping & Gap Analysis
Every feature in your legacy system — IVRs, call queues, paging, overhead speakers, analog lines, fax, and integrations — is mapped to its equivalent on your new platform, with documented workarounds for gaps.
Compliance-First Migration
HIPAA, PCI-DSS, CCPA/CPRA, and legal privilege compliance packages built into the migration workflow. Compliance gates are enforced at proposal and cutover — no surprises at audit time.
User Training & Adoption
Role-based training for end users and administrators. We track adoption rates post-migration and proactively address unused features and training gaps at the 30-day milestone.
Post-Migration Health Monitoring
Automated health checks at Day 1, 7, 30, and 60. We score call quality (MOS, jitter, latency), user adoption, and feature utilization — and flag issues before they become complaints.
Compliance
Regulated Industries Require More Than a Standard Migration
We enforce compliance gates at every stage — not as an afterthought at go-live.
HealthComm
Healthcare, dental, behavioral health, and pharmacy — any organization handling PHI over voice or messaging.
- Business Associate Agreement with UCaaS provider
- PHI call flow documentation
- Encryption at rest and in transit verified
- CDR audit logging (6-year retention)
- Breach response plan updated for UCaaS environment
SecureVoice
Financial services, insurance, and any organization taking card payments over the phone or through a call center.
- Call flows touching cardholder data scoped
- Call recording paused or DTMF suppression active
- No raw PAN transmitted over UCaaS
- QSA sign-off on UCaaS architecture
- Descoped recording storage confirmed
LegalVoice
Law firms, legal departments, and litigation support — protecting attorney-client privilege across voice, messaging, and call recordings.
- Attorney-client privilege documented for recorded call storage
- State wiretapping consent requirements mapped per jurisdiction
- eDiscovery legal hold configured for call recordings
- Matter-based access controls on call data
- Bar association communications rules reviewed
PrivacyComm
California businesses and any organization subject to CCPA/CPRA — covering call recording consent, data subject rights, and retention limits.
- Call recording consent disclosures configured ("this call may be recorded")
- CCPA/CPRA data subject request process covers call records
- Call recording retention schedule aligned to CPRA limits
- Opt-out rights documented for voice data
- Vendor data processing agreement updated for UCaaS platform
Migration Process
Seven Stages. Zero Guesswork.
Every migration follows the same structured workflow — repeatable, auditable, and designed around your schedule.
Discovery
Audit your current system — Avaya, Cisco, Mitel, or other — including seat count, call flows, analog lines, and integrations.
Assessment
Network readiness (bandwidth, QoS, NAT), user survey, compliance vertical detection, and contract status review.
Proposal
TCO comparison, platform recommendation, feature mapping with gap analysis, and compliance package selection.
Kickoff
Project plan created, milestone dates set based on seat count and complexity, kickoff packet delivered to your team.
Migration
Number porting, bulk user provisioning, feature configuration, call quality testing, and E911 verification.
Go-Live
After-hours cutover with parallel operation option. Go-live validation suite covers call quality, E911, and user acceptance.
Health & Optimization
Automated health checks at Day 1, 7, 30, and 60. Call quality scoring, adoption tracking, and optimization review — with an upsell assessment at Day 60 if you're ready to grow.
Why CMTG vs. Going Direct to a Carrier
Every major UCaaS vendor will happily sell you their platform. None of them will manage your existing system audit, port your numbers, map your call flows, train your staff, or be accountable when something breaks on go-live day. CMTG does all of it.
- ✅ Platform-Agnostic — We recommend based on your needs, not vendor margin
- ✅ Compliance Built-In — HIPAA, PCI, FedRAMP, FERPA tracks from day one
- ✅ Zero Downtime Approach — Parallel operation until you're confident
- ✅ Full Porting Accountability — We own the LOA, FOC, and port-day execution
- ✅ Post-Migration Monitoring — 60-day health tracking, not a handoff
- ✅ Existing CMTG Clients — Pair with Managed IT for a single pane of glass
Platforms We Migrate To
- 📞 RingCentral MVP — Full-featured UCaaS, contact center add-ons
- 💼 Microsoft Teams Phone — Best for Microsoft 365 environments
- 🎥 Zoom Phone — Simple adoption, strong video integration
- 📡 8x8 X Series — Strong analytics, compliance options
- 🔗 Nextiva — SMB-focused, strong customer experience features
- 🎛️ Dialpad — AI-native voice with built-in transcription
Need a different platform? We'll assess it.
Frequently Asked Questions
How long does a UCaaS migration take?
It depends on seat count, complexity, and number porting timelines. Most SMB migrations (under 50 seats with straightforward call flows) complete in 4–8 weeks. Mid-market (50–200 seats with IVRs, call queues, and analog devices) typically runs 8–14 weeks. We map out a realistic timeline during the assessment — before you commit to anything.
What happens to my existing phone numbers?
We manage the full porting process: Letter of Authorization (LOA) submission, Firm Order Commitment (FOC) date tracking, carrier follow-ups, and the port-day cutover. Your numbers move with you. We also build a 48-hour rollback plan in case of carrier issues — your business never goes dark.
Do I have to pick a UCaaS platform before engaging CMTG?
No. We're platform-agnostic and part of our assessment is helping you select the right platform. We'll map your existing features to the capabilities of each candidate platform, model the total cost of ownership, and make a recommendation — with the reasoning documented. You decide.
We're in healthcare. Can you handle a HIPAA-compliant migration?
Yes — our HealthComm compliance package is built specifically for this. We ensure your target UCaaS platform has a Business Associate Agreement (BAA), document all PHI call flows, verify encryption at rest and in transit, and configure CDR audit logging to the required 6-year retention schedule. Compliance gates are enforced before we ever port a number.
What if something goes wrong on go-live day?
We schedule go-live cutovers during off-hours (typically 2–4am). For complex environments, we run parallel operation — both your legacy system and the new UCaaS platform active simultaneously — until you're satisfied. Our go-live validation suite tests call quality, E911, and user acceptance before we hand off. And our rollback plan is documented and tested in advance, not improvised on the night.
We already use CMTG for Managed IT. How does UCaaS fit in?
Seamlessly. Existing CMTG Managed IT clients get a unified experience — your voice environment is monitored and managed alongside your endpoints, network, and security. One team, one escalation path, one monthly review. If you're not yet a Managed IT client, many organizations add it during the UCaaS engagement once they see what consolidated management looks like.
Your Legacy Phone System Has an Expiration Date. Let's Plan the Exit.
Free migration assessment — we'll audit your current environment, identify your compliance requirements, and give you a clear timeline and platform recommendation before you spend a dollar.