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  1. Case Studies
  2. Enterprise CCaaS Migration & Workflow Automation

Case Study

Enterprise CCaaS Migration & Workflow Automation

A multinational financial institution needed to migrate from fragmented legacy infrastructure to a unified cloud contact center platform — without risking compliance or uptime.

Industry
Global Financial Services
Engagement Focus
Vendor-Neutral Evaluation, Solution Design, and Operational Efficiency
Enterprise CCaaS Migration & Workflow Automation — case study cover

The Challenge

What they were up against

A multinational financial institution was struggling with a fragmented on-premise legacy infrastructure using Cisco UCCX and CUCM. Siloed data and manual workflows were causing high average handle times, delayed reporting, and a disconnected customer journey across voice and digital channels.

They needed a scalable cloud transformation without risking compliance or uptime.

Our Approach

The Fixpath strategy

A structured, evidence-based approach tailored to the client's constraints and growth objectives.

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  1. 01Led a vendor-neutral evaluation to identify the optimal CCaaS and UCaaS alignment for the client's complex global footprint
  2. 02Architected a phased migration strategy, centralizing operations onto a unified cloud platform
  3. 03Engineered advanced API-based workflow automations, including automated post-call SMS triggers and real-time CRM screen pops, to eliminate manual data entry

Measurable Impact

The results

Operational efficiency

+50%

Previously: Fragmented desktop

Decision-making speed

+70%

Previously: Delayed reporting

Global agent cutover

Zero downtime for 1,500+ agents

Previously: Legacy on-prem

Capabilities Deployed

Key features used

Vendor-neutral CCaaS and UCaaS evaluation
Phased migration with zero-downtime cutover
API-based workflow automation
Real-time CRM screen pops
Unified analytics and reporting dashboards
Related Work

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Outcome

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Enterprise CCaaS Migration & Workflow Automation — case study thumbnail
Global Financial Services

Enterprise CCaaS Migration & Workflow Automation

A multinational financial institution needed to migrate from fragmented legacy infrastructure to a unified cloud contact center platform — without risking compliance or uptime.

Outcome

Improved operational efficiency by 50% and accelerated decision-making speed by 70%

Discuss with usRead more →
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High-Volume Retail & Telesales

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Outcome

Increased sales efficiency by 35% and achieved 100% regulatory compliance

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Talk with Fixpath about the right strategy, solutions, and next steps to optimize your technology investments and customer experience.

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Fixpath helps organizations evaluate, implement, and optimize AI-powered contact center and telecom solutions with clarity, confidence, and measurable ROI.

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