UCAdvisors

Coordinate technology projects with a shared plan, clear task ownership, and visibility into progress and timelines.

Get informed technology recommendations, compare vendors, and negotiate pricing and terms while keeping control of the final decision.

Move to a new phone system with managed planning, setup, testing, training, and support to reduce the work on your team.

Move contact center operations with configured routing, connected systems, trained teams, and reports supervisors rely on.

Prepare every site and its connectivity before a technology change, helping protect call quality and keep go-live on track.

Clarify security priorities and close cybersecurity and compliance gaps through scoped, scheduled projects.

Automates recurring questions and workflows, routes interactions to people when needed, and gives teams time back.

Move data, connect systems, and maintain reporting through platform changes with clear ownership and project milestones.

UCA Portal

UCA Portal is UCAdvisors’ project management software for planning and tracking technology projects. Users can start with a ready-made project plan, use it as is or customize it, and manage tasks, owners, dates, statuses, and timelines in a shared workspace. Clients, their vendors, and the UCAdvisors team can work from the same plan. The portal supports projects across phone systems, contact centers, networks, security, AI agents, and data. Users can start at no cost, with one active project for up to ten people and no credit card required. Onboarding videos are provided, and users can request a conversation from their project.

• Track Project Progress
  See task statuses and project progress in one place, making it easier to identify where work stands.
• Assign Owners And Dates
  Give tasks a named owner and a date so participants can see who is responsible and when work is scheduled.
• Start With A Ready-Made Plan
  Begin from a plan designed for the relevant type of technology project, then use it as is or customize it.
• Share One Project Plan
  Keep the client, vendor, and UCAdvisors team aligned around the same plan and project information.
• View Work On A Timeline
  See scheduled work together and follow project stages from initial planning through implementation and support.
• Start A Project For Free
  Begin using the portal at no cost for one active project with up to ten people, without providing a credit card.
• Request Help From Your Project
  Ask for a conversation directly from the project workspace when assistance is needed.
• Use Onboarding Videos
  Access videos that help users get started using the project software.

Technology advisory and vendor evaluation

UCAdvisors helps organizations assess their technology needs, compare and evaluate vendors and solutions, and receive vendor-agnostic recommendations across communications, contact centers, networks, SD-WAN, and cybersecurity. The team can assist with negotiating vendor price and terms, while the client retains the final selection. Advisory work includes discovery of current operations and system requirements, followed by design for client review. Technology assessments are available at no cost to qualifying organizations.

Category: IT Consulting

• Compare Options With Clear Guidance
  Review vendors and solutions side by side with advisory support, while keeping the final choice in your hands.
• Get Vendor-Agnostic Solution Recommendations
  Receive recommendations across communications, contact center, network, SD-WAN, and cybersecurity solutions without giving up control of the selection.
• Negotiate Vendor Pricing And Terms
  Get assistance negotiating vendor pricing and contract terms as part of the technology selection process.
• Define Requirements And Review The Design
  Clarify current operations, system requirements, and connections, then review and approve a proposed design before implementation begins.
• Assess Technology Needs At No Cost
  Qualifying organizations can receive a technology assessment at no cost, with eligibility confirmed in writing before the engagement.

Phone system implementation

UCAdvisors manages phone system migrations using the platform the customer chooses. The service covers discovery and call-flow design, number porting, phone setup, testing, employee training, go-live coordination, and post-launch support. UCAdvisors plans the transition before making changes, tests call paths before the switch, and works with the customer to shape how calls are handled. UC Cares provides the first 30 days of hands-on support from named people on the team that installed the system, with a direct line to the vendor and the option to continue month to month.

• Build Call Flows Around Your Business
  Call flows are designed with the customer and configured to reflect how the business wants calls to be answered and routed.
• Move Numbers Without Dropped Calls
  Early planning and coordination of number transfers help move numbers to the new system without a dropped call.
• Test Every Call Path Before Go-Live
  Testing call paths before the switch helps identify issues before customers make calls through the new system.
• Get Hands-On Support After Go-Live
  Receive hands-on support from the implementation team during the first 30 days after go-live. Work with named contacts rather than a ticket queue, benefit from their direct vendor access, and continue support month to month if needed.
• Plan The Migration Before Changes Begin
  Discovery and design establish how the business handles calls and map the intended call flows before configuration begins.
• Train Your Team Before The Switch
  Employees learn the new system before go-live, and training recordings and standard operating procedures are handed off when the project is completed.
• Coordinate A Monitored Phone System Switch
  UCAdvisors coordinates the switch and monitors the live transition, with go-live planned for midweek and early.
• Track Tasks, Owners, And Status Together
  A shared plan keeps the customer, vendor, and UCAdvisors team aligned on project tasks and progress. UCAdvisors takes accountability for moving stalled work forward.
• Set Up Phones For The New System
  The implementation includes setting up phones for the new system before go-live.
• Choose The Phone Platform That Fits
  UCAdvisors can implement the phone platform the customer chooses, whether they are already using it or evaluating it for the migration.
• Qualify For No-Cost Implementation And Support
  Qualifying projects can receive implementation, training, and the first 30 days of support at no cost. Eligibility is confirmed in writing before engagement.

Contact center implementation

UCAdvisors implements contact center platforms selected by clients, moving agents and routing while configuring queues, integrations, reporting, call recording, quality, forecasting, and scheduling. The team designs queues, overflow, after-hours handling, and callbacks with the client, then builds and tests every call path before the move. It connects the agent desktop and CRM, rebuilds reports supervisors rely on, and trains agents, supervisors, and administrators. Virtual agents can be added once the queue is stable. Many projects qualify for a no-cost implementation, training, and the first 30 days of support.

• Configure And Test Call Paths
  Build routing around how customers reach the organization and test the call paths before migration to help avoid breaking call routing.
• Move Agents And Routing
  Transition agents and routing to the contact center platform the client chooses, with the aim of keeping customers answered during the move.
• Connect Contact Center Systems
  Connect the agent desktop and CRM with the contact center as part of the platform move.
• Rebuild And Create Reports
  Help supervisors keep the reports they rely on through the contact center move, with new reports created when needed.
• Train Contact Center Teams
  Prepare agents, supervisors, and administrators to use the new contact center before the queue moves.
• Configure Call Recording
  Include call recording setup in the contact center move.
• Configure Quality Capabilities
  Include quality setup in the contact center implementation.
• Add Virtual Agents
  Introduce virtual agents after the contact center queue is stable.
• Set Up Forecasting
  Include forecasting capabilities in the contact center move.
• Set Up Scheduling
  Include scheduling capabilities in the contact center move.

Network implementation and readiness

UCAdvisors prepares networks for technology changes and phone system moves. The team assesses circuits and equipment at every site, orders circuits, addresses issues that could affect call quality, and coordinates SD-WAN, Wi-Fi, wireless backup, and network hardware work. It also replaces copper lines used for alarms, elevators, and fax before carriers retire them, tracking work across locations in one plan.

• Check Every Site Before Go-Live
  Assessing each location’s circuits and equipment helps identify and fix network issues that could affect call quality before the switch.
• Address Issues That Affect Call Quality
  Resolving identified network and equipment issues before the switch supports call quality when the new system goes live.
• Coordinate Circuits Across Locations
  Circuit ordering and coordination help get required connectivity work underway for each site before the change goes live.
• Replace Copper Lines Before Retirement
  Replacing copper lines ahead of carrier retirement helps prepare alarm, elevator, and fax connections for the change.
• Track Readiness In One Plan
  A shared plan tracks network readiness work across locations, giving teams visibility into site checks, circuit orders, and hardware refreshes.
• Support SD-WAN And Wireless Connectivity
  Include SD-WAN, Wi-Fi, or wireless backup connectivity in network readiness work, according to project needs.

Cybersecurity and compliance projects

UCAdvisors helps organizations assess their current security, scope cybersecurity and compliance work, and close identified gaps on a schedule. Projects can include endpoint and email protection, mapping compliance frameworks to real controls, and addressing security questionnaires, insurance renewals, and audit findings. A cyber maturity check helps identify what is in place, what needs improvement, and what to address first. The check is a guided online self-assessment covering five levels and security measures, with an immediate result. UCAdvisors works with the security and compliance platforms clients choose.

• Identify And Prioritize Security Gaps
  Use a quick guided check to see current security maturity, identify gaps, and understand which areas to address first.
• Map Frameworks To Controls
  Translate compliance framework requirements into real controls to clarify the work needed to address compliance gaps.
• Close Findings On Schedule
  Work through identified findings as a scheduled project, with progress toward closing the gaps.
• Review Key Security Measures
  Check the status of measures spanning backups, endpoint and email protection, device patching, staff training, access controls, password management, and sensitive data monitoring.
• Strengthen Endpoint Protection
  Include endpoint protection work in a scoped security project addressing the organization's identified needs.
• Improve Email Protection
  Include email protection work in a scoped security project addressing the organization's identified needs.
• Clarify Questionnaire Responses
  Use a clearer view of current security measures and project progress to support responses to security questionnaires.
• Address Renewal And Audit Needs
  Organize security work arising from insurance renewals and audit findings into scoped projects with scheduled remediation.
• Implement Your Chosen Platforms
  Work with the security and compliance systems the organization already has or is considering; the platform decision remains with the client.

AI agent implementation

UCAdvisors implements virtual agents for calls and chat to handle recurring questions, with handoffs to live agents when needed. The service also includes custom agents that connect to other systems and automate workflows. UCAdvisors bases automation on real call volume and introduces agents after the underlying phone system or contact center is stable. Supported platforms include Zoom Virtual Agent, Kasisto, Posh AI, boost.ai, and Expedient.

• Automate Repeated Questions
  Virtual agents handle recurring questions through calls and chat, including questions a team may answer many times each day.
• Route Conversations To People
  When an interaction needs human attention, the virtual agent hands it off to a live agent.
• Prioritize High-Volume Questions
  Using real call volume, UCAdvisors identifies recurring questions to automate first.
• Connect Agents To Systems
  Custom agents can connect to other systems, supporting client-specific integrations and work beyond the phones.
• Automate Workflows
  Agents can automate workflows as well as handle recurring questions, extending automation beyond phone interactions.
• Deploy Agents After Stabilization
  UCAdvisors recommends adding virtual agents once the phone system or contact center is stable.
• Implement Supported Agent Platforms
  UCAdvisors can implement AI agent platforms including Zoom Virtual Agent, Kasisto, Posh AI, boost.ai, and Expedient.

Data projects

UCAdvisors manages data projects such as moving storage, connecting systems, and rebuilding reports after a platform change. The team scopes the work, sets milestones with named owners, and keeps reporting working through the change. Projects can include storage and backup, system connections, and reporting across cloud, collaboration, and CRM platforms.

• Track Every Milestone
  Named owners and project milestones make it clear who is responsible for each step and how work is progressing.
• Keep Reporting Working
  Maintain reporting through a platform change, with reports rebuilt as needed and verified as part of the project.
• Connect Existing Systems
  Connect a new system to tools the organization already uses, including cloud, collaboration, and CRM platforms.
• Manage Storage And Backup
  Include storage and backup work in a scoped data project with milestones and named owners.
• Reduce Vendors Where Practical
  Evaluate opportunities to use fewer vendors when consolidation can save money.