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Business Phone System Migration Checklist

Switch providers without dropping a call.

Use this checklist to audit, migrate and retire your current system without dropping a call. Work top to bottom and tick items off as you go, then download or email yourself a record of where you stand.

7stages
39checks
~20 minto review
Your progress
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Not started. Begin with the inventory: you cannot plan a cutover for systems nobody has listed.
01. Work top to bottomEach stage builds on the one before it: inventory first, cutover only once flows and numbers are mapped.
02. Name an ownerAn unticked item is a risk on go-live day. Give each one a person and a date.
03. Keep the recordYour ticks are saved in this browser. Download a PDF or email a copy to share with your team.

Need help mapping your setup?

Book a free migration assessment. Share your call flows and queues, and our team will map them to HoduCC for you.

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