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Article : Guidelines For a Smooth Transition to the Cloud

#contactcenterworld, @brightpatternus

You can alleviate concerns about transitioning to the cloud by arming yourself with information. Learn about your business’s particular needs, your customers’ expectations, and the type of services you anticipate delivering, for both current operations and future growth. The following guidelines should help you begin planning a smooth implementation of a cloud contact center:

1. Evaluate your environment. Get your business and tech specifications in order first, documenting your requirements so that you can have an informed conversation with vendors as you shop for cloud contact center solutions. Know where you’re starting from, what processes you would have to transition, whether your network can handle the data communications needed, and whether you would need smooth access to a remote environment.

2. Choose your cloud vendor. Make sure the cloud solution can support your current processes and your foreseeable future needs. The architecture you choose should be able to support everything you currently do, as well as scale to accommodate growth and changes. Finding a vendor to host and service your cloud based contact center environment is not a one-off deal—your vendor will be working with you on an ongoing basis, so you need to make sure you find a team that works well with you. The customer experience applies to you, too. Don’t just evaluate cloud solutions; evaluate your experience with the vendor throughout the sales process.

3. Use a stepped approach. You don’t need to start from scratch in the cloud— you can start slowly and build from there. To test the waters, try selecting a small team of agents to work with your new cloud-based dashboards and see how they perform. That way, you can address any bugs or process changes needed before you implement a cloud contact center at full scale. You might also turn your test agents into advocates if they really like the new solution. Remember to measure and analyze all available data, so that you can develop hard metrics to prove the value of the change.

Vendor Evaluation Checklist

Your own customer experience with a cloud vendor plays an important role in your selection process. Use these questions to make an informed decision about a qualified vendor:

Communication Quality

  • Did you speak to a qualified person on first contact?
  • Was your communication handed off to various teams, or did you stay with a primary contact throughout?
  • Is the vendor willing to allow you to speak with its other customers?

Knowledge and Reputation

  • What’s the vendor’s knowledge of the cloud space and the industry?
  • How long has the vendor been in the business?
  • Reliability How does the vendor calculate availability?


  • Does the vendor integrate with key CRM solution vendors?
  • Architecture How is the vendor operating the solution and managing further expansion of the solution?
  • Does the vendor continually innovate?

Control over Telco

  • Does the vendor have a partnership in place with telecom providers?
  • Support What are the support contact options?
  • How long does it take to get a response?


Solution Evaluation Checklist


  • What type of security certifications does it have (i.e., self or third-party)?


  • How reliable is it?
  • Is there any unavailability to be expected during maintenance intervals?
  • What’s the disaster recovery plan?


  • Will I be able to customize the solution and accommodate my business processes?
  • How easy is it to manage?


  • Was it built with the enterprise in mind?
  • What omnichannel capabilities are provided?


  • How easy is it to integrate with one or more CRM systems?


  • Does the agent UI support my processes efficiently and effectively?
  • Are all channels accessible from a single desktop UI?
  • Which channels are supported?
  • Are multiple calls routed to an agent at the same time?
  • Can agents work in context and see a comprehensive interaction history?
  • How do I track and understand how agents spend their time?


  • Does it support the locations of all of my sites?
  • How much of it was architected for my requirements, and how much was bolted on later?
  • Is there an option to have a system running in a private cloud as a backup?
  • Are international sites supported with low voice latency?
  • Are all supported sites in compliance with local regulations? How often are updates released?


  • Will I get the cost relief I am expecting?
  • Will I be locked into the solution?
  • Is the solution mature?
  • Will I have to compromise on capabilities or purchase them later?

Control over Telco

Will I have to compromise on capabilities or purchase them later?

#contactcenterworld, @brightpatternus

About Bright Pattern Inc:
Company LogoBright Pattern is an effective cloud contact center software which helps businesses to simplify multichannel service. Bright Pattern’s solution features enterprise-grade architecture that offers non-disruptive maintenance with on the fly upgrades and scales from 5 to 10,000 concurrent agents with a measured 99.99% uptime. Bright Pattern’s out-of-the-box CRM integrations increase agent productivity with integrated UI, click to call, screen pop, and activity history, automatically saved with the ticket. Bright Pattern’s solution has usability that is second to none with a new intuitive desktop for managing omnichannel experiences, a unified interface to set-up and modify workflows, and a monitoring, reporting, and quality management for and across all channels.
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Today's Tip of the Day - Games Trainers Play

Read today's tip or listen to it on podcast.

Published: Monday, October 1, 2018

Printer Friendly Version Printer friendly version

2021 Buyers Guide Messaging Systems


miSecureMessages is an encrypted messaging application designed as a pager replacement for healthcare organizations, call centers, and enterprise environments.

eGain Corporation

Messaging Hub
eGain has rearchitected its platform to handle the messaging channels in a new way. eGain Customer Engagement Hub™, the platform that unifies knowledge, AI, analytics, and conversations to ensure that no channel is left in a silo, also powers the eGain Messaging Hub.

Startel Corp.

Contact Center Software
Startel is a leading provider of unified communications, business process automation and performance management solutions for contact centers. Since its founding in 1980, Startel has established a loyal customer base from a variety of industries, including contact centers, education, healthcare, insurance and telephone answering service. Startel's solutions are designed to enhance the customer experience, improve employee productivity, reduce operating costs, and increase revenues.


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