Prefer to Handle It In-House?

The Same Process, Without Booking Our Time

Not every migration needs a consultant on the project. If you've got someone who can own the project internally, the PBX-to-UCaaS Migration Toolkit gives you the playbook we use on paid engagements — the inventory, the vendor scorecard, the cutover runbook, and the worksheets — as an instant download.

What's inside:

• Pre-migration inventory and hidden-dependency checklist (fax lines, alarm panels, elevator phones, POS lines)

• Network readiness checklist with real target metrics

• Vendor evaluation & weighted RFP scorecard

• E911 and number-porting compliance guidance

• Hour-by-hour cutover runbook with a defined rollback trigger

• Staff communication plan and a 30/60/90-day post-migration review

• 8 printable worksheets you can copy for every site, vendor, or stakeholder

HIPAA-relevant guidance is built into the toolkit itself, not sold separately — this was built with healthcare practices in mind alongside general small business use

Full refund, no questions asked, within 30 days

Refund Policy