RingCentral’s white paper outlines a seven-step framework to help organizations migrate from on-premises PBX to a cloud-based, AI-enabled communications system with minimal risk. It emphasizes careful assessment and planning, strong security and compliance reviews, and rigorous vendor selection to ensure long-term value. The guide explains data migration options, including full “lift and shift” and hybrid models, followed by the importance of thorough testing and validation. It also highlights training and change management to drive user adoption, and continuous monitoring to optimize performance. Together, these steps help CIOs reduce disruption, protect data, improve productivity, and fully realize the benefits of modern cloud communications.

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