What steps are required to migrate from Avaya to omnichannel?

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A migration from Avaya to omnichannel requires a phased approach with inventory, vendor selection, parallel implementation and user training. Key steps include: map current systems, evaluate omnichannel options, create migration plan and minimize risks. With the right preparation, you avoid business interruption and create a future-proof communication solution that integrates all customer channels.

Why is it time to replace your Avaya system?

Your Avaya system is probably due for replacement if you regularly experience maintenance issues, integrations fail and modern features are missing. Legacy systems like Avaya are becoming increasingly expensive to manage while unable to grow with hybrid working and modern customer contact requirements.

The practical signs are obvious. Your IT department spends more and more time troubleshooting rather than innovating. New employees cannot easily be added to the system, and home workers experience limitations in accessibility. Customers complain about fragmented experiences because telephony, email and chat are not connected.

In addition, costs are rising. Parts become scarce, specialized knowledge becomes more expensive, and security updates lag behind. Waiting every month longer means more technical debt and higher migration costs. Competitors who do use modern systems can respond faster to customer needs and work more efficiently.

The risk of sudden system failure increases as your system ages. An unexpected outage can cripple your business operations for days, which is much more costly than a planned migration.

What do you need to know before you start migrating?

Start with a thorough inventory of your current infrastructure, user requirements and budget before making migration plans. This preparation will determine the success of your transition and prevent unpleasant surprises during implementation.

Make a complete list of all the current functionalities you use. Document which devices are connected, which integrations are active and which workflows are used daily. Don’t forget to note special configurations and custom settings that are important to your operations.

Identify the needs of different user groups. Receptionists have different requirements than managers or field staff. Home workers again have different requirements than office workers. Interview all stakeholders to understand their daily practices and pain points.

Establish a realistic budget that includes not only the new technology, but also training, implementation and any temporary parallel systems. Allow for 20-30% extra budget for contingencies. Also plan timing carefully – avoid busy periods and allow sufficient time for training and familiarization.

What omnichannel options do you have after Avaya?

After Avaya, you can choose from cloud-based systems, hybrid solutions or fully integrated omnichannel platforms. Cloud-based systems offer flexibility and low start-up costs, hybrid solutions combine existing infrastructure with modern features, and integrated platforms unite all communication channels in one system.

Cloud-based telephony is the most popular choice for most businesses. You pay per user per month, don’t need your own servers and get automatic updates. The downside is that you depend on Internet connection and monthly fees can add up with many users.

Hybrid solutions keep parts of your existing infrastructure intact while adding modern features. This can be cost-effective if you have recently invested in hardware. The risk, however, is that you add complexity rather than reduce it.

Fully integrated omnichannel platforms go beyond telephony. They combine phone, email, chat, WhatsApp and social media into one interface. Customers can switch seamlessly between channels while maintaining their call history. This requires more investment but delivers the best customer experience.

When choosing, consider scalability, integration capabilities with existing systems and quality of support. A low-cost solution that does not integrate well ends up costing more time and money.

How do you plan a smooth transition without business interruption?

Plan a phased implementation where old and new systems run temporarily in parallel so you can fall back when problems arise. Start with a pilot group, train users thoroughly and communicate clearly about timelines and expectations to minimize business interruption.

Start with a small group of enthusiastic users who can provide feedback on the new system. Choose people who are good at picking up new technology and can help others. Let this pilot group gain experience for a few weeks before you expand.

Keep your old system operational during the transition phase. This means double costs for a period of time, but gives you peace of mind that your business will remain accessible. Plan this parallel period for at least 2-4 weeks to resolve all teething problems.

Provide comprehensive training that goes beyond technical operation. Also teach users why the new system is better and how it makes their jobs easier. Schedule follow-up sessions in the weeks after go-live to answer questions and optimize workflows.

Communicate proactively with customers about any temporary accessibility issues. Set up backup communication channels and make sure your customer service team knows how to handle technical questions during the transition.

What are the biggest pitfalls in Avaya migration?

The biggest pitfalls are underestimating complexity, inadequate preparation, incorrect vendor selection and inadequate change management. Many projects are delayed because organizations underestimate the impact on daily work processes and do not allocate enough time for user acceptance.

Complexity is often underestimated because legacy systems have been modified over the years with specific configurations that are not documented. What looks like a simple telephone system often turns out to be connected to alarm systems, door openers or other building functions. Therefore, first make a complete inventory of all links.

Wrong vendor selection happens when organizations look only at price rather than total suitability. A cheap solution that does not integrate with your CRM system ends up costing much more. Choose vendors that have experience with your type of organization and similar migration projects.

Change management is often forgotten, but is perhaps the most important part. People like familiar ways of working, even when they are less than optimal. Schedule time for resistance, organize champions who enthuse others, and celebrate small successes to maintain momentum.

Unrealistic timing is another common mistake. Pressure from management to migrate quickly leads to rushed decisions and insufficient testing. Plan liberally and take into account vacations, busy seasons and the time people need to get used to it.

How do you make sure your new system is future-proofed?

Choose a modern communications solution with scalability, API integrations, AI support and flexibility for future needs. Make sure the system can grow with your organization and adopt new technologies without complete replacement.

Scalability means that you can easily add or remove users without large investments. Cloud-based solutions usually offer the most flexibility here. You pay for what you use and can quickly scale up or down as your organization changes.

API integrations are indispensable for future-proofing. Your new system must be able to communicate with CRM software, ERP systems and other business applications. Make sure your vendor offers a comprehensive API and provides documentation for developers.

AI support is becoming increasingly important for modern business communications. Think automatic call routing, sentiment analysis of conversations and intelligent chatbots that handle simple queries. Choose a platform that offers these capabilities now or has them in the roadmap.

For organizations that really want everything under one roof, omnichannel business telephony solutions offer the most value. These platforms integrate not only telephony, but also email, chat, social media and other digital channels into one integrated environment. Customers experience seamless communication regardless of the channel they choose, while your team has access to complete customer context and call history.

We help organizations make this transition by cleverly combining proven standard building blocks into custom solutions without the high cost of traditional customization. Our team understands the challenges of legacy systems and ensures a smooth migration that strengthens rather than disrupts your business operations.

Frequently Asked Questions

How long does an average migration from Avaya to omnichannel take?

A full migration usually takes 3-6 months, depending on the complexity of your current setup and the number of users. The first phase (pilot group) can be operational within 4-6 weeks, followed by phased rollout by department. Count on additional time for training and fine-tuning of workflows.

What happens to my current phone numbers during migration?

You can keep all your existing phone numbers through number portability. This process is coordinated between your old and new provider and usually takes 1-2 weeks. Plan this carefully in your migration timeline to avoid interruption. Make sure all numbers are registered to the correct company name.

Can I migrate incrementally or should I migrate all at once?

Step-by-step migration is usually the best approach and significantly reduces risk. You can start with one location, department or user group while the rest continue to run on the old system. This phased approach gives you time to resolve issues before converting the entire company.

What integrations will be lost and how do I resolve them?

Many Avaya integrations with CRM, ERP or other systems need to be reconfigured. Make a list of all active links in advance and check if your new vendor supports them. Modern omnichannel platforms often offer better integration capabilities via APIs, but this requires technical implementation.

How do I prepare my team for the transition to a new system?

Start communicating the benefits of the new system early and involve users in the selection process. Organize hands-on training sessions shortly before go-live and provide super-users to support colleagues. Schedule follow-up training sessions after 2-4 weeks to answer questions and optimize workflows.

What are the hidden costs I need to consider?

In addition to the software licenses, you need to count on implementation costs, training, possibly new hardware (headsets, phones), temporary parallel systems, and productivity loss during the familiarization period. Also budget an additional 20-30% for contingencies such as data migration or custom integrations.

How do I test whether the new system is working properly before I fully transition?

Conduct extensive testing with your pilot group for at least 2 weeks. Test all critical scenarios: incoming/outgoing calls, call forwarding, conferencing and integrations with other systems. Have different user types perform realistic workflows and document all issues before expanding to more users.

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Ernst Vegter-Business consultant Pegamento

Ernst Vegter

Business Consultant

Hospitality is one of my deepest motivations.
Not surprisingly, of course, customer service is a common thread in my career. Aspects of hospitality is being able to connect, to facilitate but mainly to make someone feel genuinely welcome. My intuition is my greatest asset to be able to put myself in the shoes of a guest. A customer is my guest.

Fed by various senses, an image forms around the client. I listen to what is being said, watch facial expressions, taste the underlying tone and get a feel for the challenge to be addressed. An image literally forms on my retina. I have to be able to see it. If I can see it, I can create it.

In this, the trick is to pursue simplicity, give the client a warm feeling that the problem is understood, receive good advice, facilitated and carefully guided to the solution. Trust, connect and unburden.

The feeling when a guest arrives at your hotel after a long tiring journey, can sit in front of the fireplace, be handed a good glass of wine and stare carefree at the fire. My guest knows it will be okay.

This piece was written by Ernst Vegter, working as a Business Consultant at Pegamento.

Ger Koedam-Communication & Marketing Pegamento

Ger Koedam

Marketing & Communications

How can I help you? That’s pretty much the first question I ask when talking to people who are curious about our services. In such a conversation, the use of senses is very important. Because not everyone is the same. One person thinks in images, while for another words are important or how something feels. For me, sight and hearing are the most beautiful senses, because both eyes and ears absorb information and can convey or process emotions.

Why hearing? Because listening is essential in contact. And it’s the key to unlocking valuable insights.

I developed this skill early on. As a child, I enjoyed radio plays on the radio, bringing the stories to life in my head.

Rob Roode-Research Development

Rob Roode

Research & Development

Recognizing and automating patterns. Tasks we are constantly working on when implementing our robots at Pegamento. My 2 Drentsche Patrijshonden are hunting dogs and certainly not robots. The hunting instinct and intuition is basically in their genes. Continuing to offer new forms of training has taught them to recognize and act independently in hunting situations. Even “unsupervised,” even if I’m not around.

But when you try to teach a brain something, it also starts to see things you don’t expect. Dogs pick up on the slightest deviation in your voice or directions. To start recognizing that and correcting it again is perhaps the most complex challenge. But in our work, for the wonderful clients for whom we get to work, it often yields the most beautiful new insights!

This piece was written by Rob, founder of Pegamento and in charge of Marketing and R&D.

Serge Poppes-CEO Pegamento

Serge Poppes

CEO

Feeling. That’s the best thing Pegamento stands for. Feeling for technology in the broadest sense of the word. Not only feeling for the exciting stuff like AI, but also for the basics of communication.

The very best part of my job is selling, listening, translating and thinking about what really matters. We bring the digital transformation with a great team!
The diversity of our team, how sharp we are, but especially the wonderful things we get to make makes me feel extremely good. Hence, I intuitively chose the sense of “feeling.

Feeling gives life and differentiation!