Trusted by 150+ businesses
How it works
We Do the Work. You Make the Decisions.
Every project follows the same steps, from the first call to go-live and beyond. We do the heavy lifting, you approve the decisions that are yours, and you can see every step in the UCA Portal, our project management software. Most customers spend about an hour a week on it.
Project timeline
Built back from your go-live date
- Intake
- Discovery
- Design
- Implementation
- Testing
- Training
- Go-Live
- UC Cares
What Does This Look Like in the UCA Portal?
The same plan, every step, and every owner in one place, shared by you, your vendor, and our team.

Read the video transcript
Changing your phone system? Here's what it looks like when UCAdvisors runs the project.
Everyone works from one shared plan. You, your vendor, and our team see the same thing, at the same time.
We start with intake and discovery. Then design, configuration, and testing at every location. We port your numbers, train your team, and then we go live. And for the first 30 days, UC Cares is right there with you.
Here's the best part. We do about 90% of the work for you. We need you about 10% of the time, mostly to make sure your call flows work the way you want them to.
Every task has an owner, every step has a status, nobody is chasing updates. You get the visibility while we take the accountability.
Want to run it yourself? Use our project software at no cost. Want us to run it for you? If you qualify, we can do it for you at no cost. Get started, see if you qualify, or book a call.
UCAdvisors. Change is Hard. We Make IT Easy.
How Do You Qualify for a No-Cost Implementation?
Tell us about your project.
What you're changing, how many people, and which vendors you're looking at.
Hop on a quick call.
We'll learn about your project and answer your questions.
Get it in writing.
Before anything's signed, you'll know whether your implementation qualifies at no cost.
Vendor selection is your call. Work with whatever vendor you choose. If you'd like, we'll help you compare and evaluate vendors and negotiate price and terms. We'll give you our honest recommendation, but we'll never pick the vendor for you. That decision belongs to you and your business.
Once you've picked a vendor, we can implement and support it for you. And if your project qualifies, the implementation, training, and first 30 days of support won't cost you anything.
*If your project qualifies
What Happens After You Start?
Every project runs in three phases: Advise, Implement, and Support. You can follow every step in the UCA Portal.
Phase 1
Advise
Intake
Tell us what needs to change.
Discovery
We learn how you work today and what the new system has to connect to.
Design
We map it out, and you sign off before we build.
Phase 2
Implement
Implementation
We build it, set up the phones, and move your numbers.
Testing
We test every call path before your customers ever do.
Training
Your people learn the new system before go-live.
Go-Live
We run the switch and stay on the line.
Phase 3
Support
UC Cares
The first 30 days of support from the same team that installed your system.
Completed
We hand off your training recordings and SOPs, and we're still here if you need us.
Trusted by 150+ businesses
