What to Expect When Making the Switch from Traditional to Cloud-Based PBX

June 3, 2020

What to Expect When Making the Switch from Traditional to Cloud-Based PBX

In today’s competitive world, it’s critical that your organization offers a failproof way to stay in touch with customers and clients, and a cloud-based PBX system is the first step. If your company has decided to reap the benefits of cloud-based communications, you might be wondering what you can expect as you make the transition. Below, you can learn more about the change and get some advice on a few ways to make it simpler and easier for everyone.

Training for Everyone

When you switch your communications platform from on-premise to cloud-based, you and your employees will need to be trained on the best ways to use your new PBX system. Fortunately, today’s cloud PBX systems are incredibly easy to use and they feature user-friendly dashboards that won’t take days and days of training to learn. A couple of workshops and a handout on the basic features of the PBX system can go a long way toward making the change a painless one.

Changes to Your Operations

Though they won’t be massive, you may choose to make some operational changes to really maximize the benefits of your new cloud PBX. For example, you might assign small groups of people to individual features – such as call routing or call forwarding – to learn just how they will work. Then, if the features are convenient or if they give you room to allow for remote work, you may decide to adjust your operations to allow some of your staff to work from home. This is just one example of the operational changes that you might make along the way; others may come in time as you discover the true freedom that cloud-based PBX can bring.

Additional Cybersecurity Measures

Though cloud-based PBX is generally recognized as safe and it has numerous protections in place against hackers and cybercriminals, the actual installation period has been recognized as a good time for infiltration. As such, before the actual switchover takes place, you can expect to spend some time reviewing your network security and implementing any additional security you might need to protect your data and infrastructure until the switchover is complete.

Little to No Downtime

One of the biggest concerns among organizations – and one of the common reasons given for failing to switch to more modern PBX systems – is extensive downtime associated with the actual switchover. Though there may be some downtime, it is possible to stage the switch so that at least a portion of your telephones are operational at any given point in time. It’s also possible to make the switch during times when your company is closed, such as during overnight hours or the weekend. Your service provider can help you come up with a plan to roll back to the old system in the event something goes wrong during installation, which can also help to prevent excessive downtime.

Making the switch from traditional to cloud-based PBX might seem like a huge transition, but with the right understanding and preparation, it can be an exceptionally smooth, safe, and user-friendly experience. Making sure everyone is trained properly for their roles, changing your operations as needed, and implementing additional (and perhaps temporary) cybersecurity will ensure that there are no problems and as little downtime as possible.