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Published October 30, 2018

Cloud Migration Guide for Contact Centers Using On-Premise Systems

Mariah Mays
move to the Cloud Migrating from Premise to Cloud

The shift from on-premise infrastructure to cloud-based systems is well established. Many enterprises have already moved core business tools to the cloud, including CRMs like Salesforce, hosting platforms like AWS and Azure, and development environments such as GitHub.

Yet for many organizations, the contact center remains one of the last major systems still running on-premise. That’s beginning to change. Improvements in call quality, platform reliability, and data security have accelerated the move toward cloud contact center migration.

Migrating to a Contact Center as a Service (CCaaS) model can increase agility, reduce IT overhead, and improve the customer experience. Whether you’re adding cloud channels to an existing system or preparing for a full transition, it’s important to create a structured contact center migration plan. The approach you take can make a measurable difference in how smoothly the shift happens, and how well your agents and customers adapt.

Benefits of Moving to a CCaaS Platform

Migrating from your premise contact center infrastructure to a cloud infrastructure comes down to agility, adaptability, and improved customer service.   

With CCaaS (Contact Center as a Service) platform, you’re free to add capabilities as you need them.  Need more agents?  Add them within minutes.  Customers using SMS?  Enable SMS within minutes without upgrading the premise hardware.  Agents experiencing downtime?  Shift their queues and what channels they handle in real time.  With cloud communications, you can react quickly to changes you need to make in your infrastructure. 

Why Migrate from On-Premise to a Cloud Contact Center?

CCaaS enables your business to be more adaptable, allowing you to add channels and capabilities to your contact center quickly and seamlessly.  Unlike premise infrastructure, which is an all-or-nothing proposition, CCaaS lets you adapt to the ever-changing customer service landscape quickly.   Adding IVR capabilities, for example, takes weeks in a premise-centric world and minutes in a cloud-centric world.   

Lastly, CCaaS gives you the tools you need to dramatically improve customer service, like omnichannel, agent statistics, routing, and queuing.  Offerings like Twilio Flex, Twilio’s CCaaS offering, make migrating to the cloud easy for even the more entrenched premise contact centers.   

What is Twilio Flex 

Twilio Flex, Twilio’s latest offering, is a programmable contact center platform that gives businesses control over customer engagement with the speed and flexibility of the cloud. Twilio Flex is designed to scale to the largest enterprises, and supports voice, SMS, and Chat, with more features to come.   

Twilio Flex is made up of several layers, each exposing APIs and integration points that can be used to customize your contact center in countless ways.  Flex comes with its UI but also supports embedding its features within other user experiences, like AMC’s DaVinci.   

Twilio Flex is built upon Twilio’s underlying Voice, SMS, and Chat APIs, providing customers a robust, battle-tested communication infrastructure used in millions of transactions daily.  

Planning your Migration 

Planning a contact center migration from on-premise infrastructure to a CCaaS platform is about more than just technology. It requires alignment across workflows, reporting needs, and the customer channels you support. A well-structured contact center migration plan should account for how your agents operate, the data you need to capture, and the ways your customers engage. Looking ahead, even factors like scheduled maintenance or upcoming system upgrades can influence your timing and help avoid unnecessary costs. Just as important is understanding the core differences between on-premise vs cloud contact center models, as this will shape your architecture, licensing approach, and long-term strategy.

Understanding Call Flows  

For many enterprises, a call center cloud migration starts with documenting call flows and legacy dependencies. Some important points to consider: 

  • What channels (both inbound and outbound) does my contact center support? 
  • Is there an IVR in the environment, and if so, where and what scenarios does it currently support?  Does it retrieve data from applications?  Does it pass it to agents? 
  • Do I have multiple queues and agent groups?  Do my agents handle singular channels or are they blended? 

Evaluating Agent Desktop Tools

How are your agents accessing channel controls?  Are they using an embedded softphone within a CRM application or a separate softphone application?  Is the softphone integrated with other applications or standalone?  

Understanding Your On-Premise Contact Center Architecture

An understanding of your premise configuration is helpful when determining the best migration approach.  Does your PBX/ACD support SIP trunks?  Do you have an IVR?  What system are you using for reporting?  Does your configuration include a CTI server, or is your contact center connected directly to your ACD/PBX? 

Choosing the Right Contact Center Migration Strategy

After evaluating your current environment (your call flows, agent workflows, and infrastructure), you’re ready to determine how best to migrate. The strategy you choose can significantly affect both adoption and operational impact.

A gradual move to the cloud often leads to smoother transitions. It allows teams to adjust to changes without overwhelming their daily routines. But in cases where your on-premise contact center is nearing capacity or due for a costly upgrade, a faster shift may be more efficient.

Phased or Full Migration: Which Path Fits?

A phased approach gives you room to adapt. It’s less disruptive and more flexible for teams used to legacy systems. For many organizations, this route provides the best balance between continuity and innovation.

Below are two proven ways to start a phased contact center cloud migration.

Add a Cloud Channel to Your Existing Voice Platform

Start small by introducing a single cloud channel, such as SMS or web chat, to your current on-premise system. This hybrid setup helps agents get used to new tools while still working within familiar processes.

For example, you could add SMS functionality and route those messages through a cloud contact center platform. This lets your team experiment with cloud-based tools while voice calls continue on the legacy system.

This method reduces disruption and allows you to measure performance before scaling.

Launch a Limited Pilot with the Full CCaaS Stack

A targeted pilot is another effective strategy. Select a small team, ideally one that works independently. Then equip them with the full cloud-based contact center stack. Keep them separate from the rest of the organization to contain risk and monitor progress closely.

This pre-migration step helps you gather feedback, assess user experience, and identify integration needs. It also builds internal support by creating advocates who can share real-world success stories with peers.

By starting with a small, focused team, you gain valuable insight without risking larger service disruptions.

Which Cloud Migration Strategy Is Right for You

Challenges Contact Centers Face during Migration

With both approaches, some challenges may impact your transition plan.   

If you’re agents are used to an embedded agent experience, say using a toolbar embedded in a CRM application, you need to consider that.  Using a combination of products, like DaVinci with Twilio Flex, allows you to leverage your premise platform and add new cloud channels, while maintaining the embedded agent experience your agents are accustomed to.  Ensuring your agents have a positive experience during the transition is critical to the long-term success of your CCaaS migration.   

If your premise PBX / ACD supports SIP trunking, you can connect your PBX to a platform like Twilio Flex through a SIP trunk configuration.  Taking this approach allows your agents to continue using their existing applications and even physical phones, while providing the connectivity you need to initiate a limited pilot that’s communicating directly with the CCaaS platform.    

Final Steps to a Successful Cloud Contact Center Migration

There are many things to consider when planning your migration from your premise contact center to a cloud-based contact center, but by far the benefits outweigh the challenges.  If you want your contact center to be agile, adaptable, and relevant, it’s not a question of whether you should migrate; it’s a question of when and how.

Looking for expert guidance on your contact center cloud migration? AMC Technology offers workshops, sandbox testing, and proven deployment models. Let’s build a roadmap that works for your business.

Check out DaVinci, the industry’s first cloud-based Contact Center platform.

Contact Center Cloud Migration FAQ

It refers to moving contact center operations from on-premise systems, typically housed at a company’s physical location, to cloud-based platforms that offer greater flexibility, scalability, and remote access.

It depends on your approach. Phased migrations with pilots can take weeks to months, while full transitions may require more preparation and change management.

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Mariah Mays
Mariah spends her days in Illustrator and marketing stat spreadsheets at AMC Technology. She enjoys summer days outdoors, exploring the food scene in RVA and spending time with her husband, son and dog.
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