Client Results — Financial Services

Legacy CUCM to Cloud Communications Migration Completed in 8 Weeks

A regional financial services organization modernized its communications infrastructure by migrating 175 users from on-premise Cisco CUCM to Webex Calling, eliminating hardware refresh cycles while maintaining operational continuity.

Webex Calling · Cloud UC migration · Zero-downtime cutover
175
Users migrated to cloud
Including 100 common area and analog devices
Zero
Service disruption
After-hours cutover with 4-hour support window
Eliminated
Hardware refresh cycles
No more on-premise UC infrastructure to maintain
8 weeks
Total project timeline
From design through production cutover
Financial Services

The Organization

A regional financial services organization operating across multiple US locations, serving customers through traditional banking services and requiring reliable communications infrastructure for customer service and internal operations.

Multi-location financial services organization with 175 users on legacy Cisco CUCM infrastructure requiring modernization while maintaining regulatory compliance and operational continuity.

The Challenge

The organization was operating on an aging Cisco Unified Communications Manager (CUCM) system that required periodic hardware refresh cycles and ongoing maintenance overhead. The on-premise infrastructure created operational constraints around scalability, business continuity, and feature updates.

Leadership needed to modernize their communications platform while maintaining existing PSTN connectivity, preserving phone hardware investments, and ensuring zero disruption to customer-facing operations. The solution needed to support distributed work models and provide enhanced collaboration capabilities without compromising the security and compliance requirements of financial services operations.

Aging on-premise CUCM infrastructure requiring refresh
Operational overhead of managing UC hardware lifecycle
Limited scalability and feature update capabilities
Single points of failure in on-premise architecture
Need for enhanced mobility and remote access capabilities

IVI's Approach

IVI designed and executed a comprehensive migration from on-premise CUCM to Webex Calling, preserving existing phone investments while modernizing the communications platform with cloud-native capabilities.

Phase 1: Infrastructure Assessment & Design

Analyzed existing CUCM configuration and designed Webex Calling architecture including directory integration, E911 compliance, and PSTN connectivity through existing CUBE routers.

Phase 2: Platform Configuration

Configured Webex Calling environment for 175 users, migrated 20 Auto Attendants and 40 Call Queues, and integrated with existing PSTN infrastructure through 2 CUBE devices.

Phase 3: Pilot & Validation

Executed pilot migration with 15 users to validate configuration and workflows before production cutover. Conducted train-the-trainer sessions for operational readiness.

Phase 4: Production Cutover

Performed after-hours migration of all users with comprehensive test plan validation and 4 hours of post-cutover support to ensure operational continuity.

Technology Stack

Webex Calling
Cloud-native unified communications platform
Cisco CUBE
PSTN gateway integration (existing infrastructure)
ATA192 Devices
Analog device connectivity (15 units)
Directory Connector
User provisioning and directory integration
Webex App
Desktop and mobile client deployment

Results & Outcomes

The migration was completed in 8 weeks with zero service disruption, successfully modernizing the organization's communications infrastructure while preserving existing investments.

Seamless migration execution

All 175 users and 100 common area devices were migrated during a single after-hours maintenance window with no service interruption to customer operations.

Infrastructure modernization

Eliminated on-premise UC hardware refresh cycles and maintenance overhead while gaining carrier-grade redundancy and continuous platform updates.

Enhanced collaboration capabilities

Users gained access to integrated HD video conferencing, team messaging, and mobile access while maintaining familiar phone operations.

Investment protection

Preserved existing Cisco phone hardware investments and PSTN connectivity, reducing migration costs while modernizing the platform.

Operational scalability

Platform now scales users and features through configuration changes rather than hardware procurement, supporting future growth requirements.

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FAQs
How long did the migration take from start to finish?

The complete project was delivered in 8 weeks, from initial design through production cutover. The actual user migration occurred during a single after-hours maintenance window.

Was there any service disruption during the cutover?

No. The migration was performed during a scheduled after-hours maintenance window with comprehensive testing and 4 hours of post-cutover support to ensure seamless operations.

Did you have to replace all the existing phones?

No. The existing Cisco phone hardware remained compatible with Webex Calling, preserving the organization's investment while modernizing the platform capabilities.

How did you handle the PSTN connectivity?

We integrated Webex Calling with the organization's existing CUBE routers and carrier SIP services, maintaining current PSTN connectivity while modernizing the UC platform.

What training was provided to users and administrators?

IVI provided train-the-trainer sessions for phone and call queue operations, plus dedicated administrator training to ensure the internal team could manage ongoing operations.

How many users and devices were migrated?

The migration included 175 users plus 100 common area and analog phones, along with 15 ATA192 devices for analog connectivity and 2 paging zones supporting up to 75 phones each.

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