The Customer

A multi-site bank in the southern United States, with more than 100 employees, serving retail, business, and government clients.

A multi-site bank in the southern United States, with more than 100 employees, serving retail, business, and government clients.

Business Challenges

  • Aging Mitel platform: a legacy Mitel PBX, tied to a Ktrix IVR and a SIP trunk for telephone banking, was approaching end of life, with limited scalability across the bank’s sites.

  • Limited IT resources: a small IT team needed a system that was simple to administer, with no telephony hardware to maintain and no need for specialized PBX expertise.

  • Continuity and compliance pressure: with no tolerance for downtime, the bank had to maintain its telephone banking IVR while meeting strict access control and call recording requirements for security and compliance.

Sangoma solutions

A proven first phase: an initial rollout of users migrated to Switchvox with no interruption to telephone banking service, validating the migration approach before a full rollout across the bank’s 100+ extensions.

Reduced cost and risk: phased purchases avoided a large upfront investment and eliminated the risk of a single cutover.

Reduced burden on the bank’s IT team: virtualization eliminated appliance maintenance and configuration time, allowing the small IT team to manage voice across all sites with ease.

A repeatable path over several years: with Switchvox in place, the bank has a clear roadmap for extending service to new users or sites without rearchitecting.

The Results

Working with a Sangoma partner, the bank deployed Switchvox Virtual on its own infrastructure, replacing Mitel through a controlled, phased migration rather than a risky single cutover:

  • A proven first phase: an initial rollout of users migrated to Switchvox with no interruption to telephone banking service, validating the migration approach before a full rollout across the bank’s 100+ extensions.

  • Reduced cost and risk: phased purchases avoided a large upfront investment and eliminated the risk of a single cutover.

  • Reduced burden on the bank’s IT team: virtualization eliminated appliance maintenance and configuration time, allowing the small IT team to manage voice across all sites with ease.

  • A repeatable path over several years: with Switchvox in place, the bank has a clear roadmap for extending service to new users or sites without rearchitecting.

The Results

Working with a Sangoma partner, the bank deployed Switchvox Virtual on its own infrastructure, replacing Mitel through a controlled, phased migration rather than a risky single cutover:

Working with a Sangoma partner, the bank deployed Switchvox Virtual on its own infrastructure, replacing Mitel through a controlled, phased migration rather than a risky single cutover:

  • On-site virtual deployment: Switchvox Virtual ran on the bank’s existing virtual environment, eliminating PBX appliances while retaining full local control.

  • Migration in gradual batches: phones were purchased and brought into service in small batches, spreading costs over time while keeping Mitel active until the transition was complete.

  • SIP trunk bridge: a SIP trunk connected Mitel and Switchvox, routing calls between the platforms so users could transition without interruption.

  • Ktrix IVR preserved: the Ktrix telephone banking IVR remained operational throughout, with SIP routing maintaining uninterrupted service.

  • Automatic provisioning and security controls: phones configured themselves automatically upon connection, reducing setup time for the IT team, while multi-factor authentication, optional TLS/SRTP encryption, and call recordings supported the bank’s compliance needs.

By migrating to Switchvox Virtual, the bank replaced a risky “rip-and-replace” approach with a proven, phased modernization.