Professional Services Migration Projects
Table of Contents
Scope
Intended Audience: White Label Partners
This doc will go over what is covered in professional service migration projects
Requirements
No project will take place without a review and quote from the Client Success team. To provide a quote we will need access to the existing platform.
Overview
The Professional Services team can assist in the migration of your clients from their existing platform onto our hosted platform. We will do our best to cover every detail. Ultimately, it is up to the partner or client to provide accurate and detailed information.
Review & Quoting
The Client Success team will assign a project manager to review your existing platform and determine the scope of work. This is normally quantified by the number of extensions or seats. But extenuating factors may come into play. The Client Success team will provide a final quote for approval before performing any work.
Limitations
Any authorized project must be completed within 120 days of approval. Unless it is the fault of the Client Success team, the entire project fee will be due, regardless of the completed status. Any subsequent work will be an additional charge.
Items Which Will Be Migrated
- Auto Attendants with greetings
- Voicemail greetings
- User lists
- Voicemail PINs (if provided by client or partner)
- DID routing
- Time Frames
- Phone system overrides where possible
- Directory assignments
- Answering rules
- Call forwarding users
- Virtual Mailboxes
- Phones will be provisioned onto the hosted platform and upgraded where necessary. This may require onsite personnel or remote access.
Items Which Will Not Be Migrated
- Call recordings
- Call history
- Voicemail messages
- Fax history
- SMS messages
- Phone configurations made directly on the phone
- PBX portal contacts
- Phone wallpapers unless provided by the client or partner