IZT Cloud Onboarding — Discovery, Configuration, Porting, and Training
ONBOARDING WITH
IZT CLOUD
Our Onboarding Process
Every customer follows the same proven path — tailored to your tools, your compliance requirements, and your team.
Discovery
We start with a working call — not a sales pitch. Your project lead audits your current setup, surfaces compliance requirements, and maps the workflows that have to keep running on day one.
- Audit of existing phone system, carrier relationships, and call flows
- Compliance review (HIPAA, SOX, FERPA, FIPS, PCI as applicable)
- User, extension, and device count with role mapping
- Integration inventory — CRM, helpdesk, Microsoft Teams, contact center
Configuration
Your platform is built around how your team actually works. Extensions, ring groups, IVRs, voicemail, and integrations are all configured before a single number gets ported.
- Extensions, ring groups, queues, and auto-attendants built to match your call flow
- CRM and Microsoft Teams integrations connected and tested
- E911 records, caller ID, and STIR/SHAKEN attestation provisioned
- Hardware auto-provisioning for 270+ supported phone models
Deployment
Most customers are live within 24 hours of port approval. Our Cloud Porting team coordinates with your existing carrier so cutover happens on a schedule you control — typically overnight or after hours.
- Number porting handled end-to-end with your current provider
- Scheduled cutover window — overnight or weekend, your choice
- Live monitoring during transition with rollback path on standby
- Same-day E911 verification and call routing validation
Training & Support
We train your administrators and end users on the system they actually have — not a generic deck. After go-live, your project lead stays on as an extension of your IT team.
- Live training sessions for admins, end users, and front-desk staff
- Recorded walkthroughs and quick-reference guides for new hires
- Direct line to your project lead for the first 30 days
- 24/7 US-based support after handoff — no offshore call queues
Your Onboarding Teams
Two specialist teams own the technical work so your IT staff does not have to project-manage the migration.
Cloud Porting Team
A dedicated team that has handled hundreds of carrier migrations. They own the porting process from paperwork to cutover so your numbers move without dropped calls.
- Coordinate directly with your current carrier on LOAs and port orders
- Resolve port rejections, address mismatches, and account number issues
- Schedule cutover for low-impact windows — never during business hours by default
- Monitor live traffic during the port window and confirm completion
Cloud Voice Team
Senior engineers who configure the Cloud Voice platform around your business. They build the call flows, connect your tools, and train your team to run it confidently.
- Build call flows, IVRs, ring groups, and queues to match your operations
- Connect Microsoft Teams, your CRM, and helpdesk integrations
- Set up call recording, voicemail, and compliance retention policies
- Train administrators, end users, and management on day-to-day use
What's Included
Onboarding is part of your subscription. There are no per-hour professional services charges and no implementation fees.
Ready to get started?
Schedule a working call with our onboarding team. We'll map your migration and give you a real go-live date — not an estimate.