Getting Started
Projex IMC makes the process of transferring from a legacy (PBX or VoIP) phone system as easy as possible. Our tech team will explain the steps required and work with you along the way to ensure a successful, pain-free transition with little or no downtime. Key steps in the process are outlined below:
System Design & Planning
- System Design – Determine number of lines, extensions, and call flow requirements.
- Feature Mapping – Match business needs to available cloud features (voicemail-to-email, call queues, auto-attendant, integrations).
- Integration Planning – Define how phone system will connect with Microsoft 365 applications, CRM, and AI-powered website.
- Scalability Plan – Ensure the solution supports growth, remote work and multiple locations.
Implementation/Migration
- Number Porting – Transfer existing phone numbers to the cloud service with minimal downtime.
- Phone System Setup – Configure call routing, user accounts, voicemail and security.
- Device Deployment – Provide and configure desk phones, soft phones and mobile apps.
- Integration Activation – Connect phone system with MS365, CRM and related website tools (click-to-call, chatbot, etc.).
Training & Support
- Admin Training – Show internal admins how to manage users, call flows, reports, etc.
- Go Live (Pre-Launch) Training – Teach end-users how to use features effectively (mobile calling, conference call setup, call transfers, etc.).
- HyperCare Support Period – Onsite/remote support during and shortly after initial cutover to ensure smooth transition.
- Long-Term Support – System monitoring (proactive monitoring of uptime, call quality, security), 24/7 helpdesk for all users (ticket-based support tools), feature updates (feature rollouts, new integrations, etc.), usage reviews (scheduled reviews to optimize call flows, reduce costs and improve customer experience).
- Scaling Support – Add/remove users, locations features as needed.