Cloud & UCaaS Scoping Document

This document scopes a FlexWorx Cloud & UCaaS engagement covering cloud migration strategy, unified communications deployment, and hybrid cloud architecture design. FlexWorx provides end-to-end cloud services from assessment through migration, optimization, and ongoing management.

• Existing on-premises infrastructure inventory (servers, storage, networking)
• Current cloud footprint (IaaS, PaaS, SaaS usage)
• Legacy PBX/telephony system details and user count
• Current collaboration tools (email, video, messaging)
• Application dependency mapping and data classification
• Bandwidth and latency requirements per application
• Backup and disaster recovery infrastructure
• Licensing inventory and contract obligations

• Cloud migration scope (lift-and-shift, refactor, replace)
• Target cloud platform(s) (AWS, Azure, GCP, multi-cloud)
• UCaaS feature requirements (voice, video, contact center, messaging)
• Number porting and PSTN connectivity requirements
• Integration with CRM, ERP, and business applications
• Compliance and data residency requirements
• High availability and disaster recovery targets
• User training and change management needs

• Cloud landing zone design and governance framework
• Network connectivity to cloud (direct connect, VPN, SD-WAN)
• UCaaS platform selection and configuration
• Call flow design and auto-attendant/IVR configuration
• Contact center integration and agent desktop setup
• Security controls (IAM, encryption, network segmentation)
• Monitoring and cost optimization strategy
• Backup and disaster recovery architecture

• Phase 1: Assessment & Architecture Design (Weeks 1-3)
• Phase 2: Cloud Landing Zone Setup (Weeks 3-5)
• Phase 3: UCaaS Configuration & Testing (Weeks 4-7)
• Phase 4: Pilot Migration & User Acceptance (Weeks 7-9)
• Phase 5: Production Migration (Weeks 9-14)
• Phase 6: Legacy Decommission & Optimization (Weeks 14-16)

• Cloud readiness assessment report
• Migration plan with application prioritization
• UCaaS design document with call flow diagrams
• User training materials and adoption guides
• CentralIntel cloud monitoring dashboard
• Cost optimization recommendations
• Ongoing managed services transition plan

Cloud & UCaaS services are priced as a combination of one-time migration fees and recurring monthly management costs. UCaaS is per-user/per-month. Cloud management is based on workload count and complexity. All pricing includes CentralIntel monitoring and 24/7 support.