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Cloud Migration Planning

Plan your move to cloud fax with a structured review of costs, telephony, integrations, number portability, compliance, uptime, and workflow continuity.

Why Cloud Migration Planning Matters

Cloud fax can be a practical win within a broader cloud initiative because it helps reduce infrastructure burden, supports compliance, and improves productivity without requiring organizations to abandon fax-dependent workflows. According to the cloud adoption white paper:

  • 64% of survey respondents said they are moving most or all applications to the cloud
  • 90% said they are migrating at least some applications
  • 44% expect to adopt cloud fax in the next 12 months

The same research found that cost reduction, productivity, security/compliance, and uptime are the leading reasons buyers evaluate cloud fax.

Solutions Cloud Migration Planning 2026

What to Review Before Moving to the Cloud

A cloud migration plan should answer a few operational questions early, before the organization chooses a provider or deployment path.
Number Portability
Application Integrations
MFP & User Workflows
Fax Image Storage & Routing
Security & Compliance
Availability & Business Continuity
Can existing fax numbers be retained, ported, or forwarded if needed? If not, the migration plan needs to account for replacement or routing alternatives.
Will current business applications, EHR-related workflows, or other third-party systems integrate with the new cloud model? This should be validated before migration, not after.
If teams rely on MFPs or walk-up faxing, the migration plan should confirm what can be preserved, changed, or modernized.
Where will fax images rest, for how long, and how will they move into your network or applications? Security and compliance teams should be involved early in this review.
Encryption, access control, auditability, and data handling standards should be evaluated upfront. Your source materials highlight encryption in transit and at rest, auditable trails, and the need to align with standards like HIPAA, PCI, and SOC 2 depending on the environment.
A migration plan should also address uptime, disaster recovery, traffic spikes, and how the environment handles busy signals, failures, and outages. Both the planning guide and eBook emphasize high availability, disaster recovery, and scalability as core evaluation points.

The Business Case for Cloud Migration

A cloud migration plan should tie technical decisions back to business outcomes. The strongest business case usually includes lower telephony and infrastructure costs, reduced maintenance burden, improved resilience, and better productivity for teams that depend on fax-driven workflows.

By migrating to the cloud, you organization can:

  • Lower ongoing telephony and infrastructure costs
  • Reduce internal support and maintenance demands
  • Improve uptime, scalability, and disaster recovery posture
  • Support faster, more reliable document workflows
  • Free IT teams from legacy fax administration
Solutions Cloud Migration Planning 2026

Choose the Right Migration Path

Not every organization should take the same route to the cloud. The right path depends on your infrastructure, existing investments, compliance requirements, and how tightly fax is tied to operational workflows.
Solutions Cloud Migration Planning 2026

Cloud Fax

  • 100% cloud-based service
  • No onsite server or telephony
  • Simplified environment and reduced maintenance
  • Built-in high availability and scalability

Learn More: Cloud Fax >>>

Solutions Cloud Migration Planning 2026

Hosted Cloud Fax

  • Fully hosted by Advantage
  • End-to-end infrastructure management
  • Limited internal resources required
  • Value-added services and enterprise flexibility

Learn More: Hosted Cloud Fax >>>

Solutions Cloud Migration Planning 2026

Hybrid Cloud Fax

  • Remove telephony complexity
  • Reduce cost of gateways, boards, and carrier troubleshooting
  • Scale in the cloud with never-busy capacity

Learn More: Hybrid Cloud Fax >>>

Advantage + Cloud Fax

Working with the Cloud Fax Experts

For organizations looking for a partner that can advise them on designing a new OpenText Fax system or support an existing one, Advantage can help. We have been providing critical support and professional services to organizations that utilize intelligent document processing solutions, such as OpenText Fax, for over 27 years.

With over a thousand installations under our belt, we provide best-in-class services and options, including:

U.S.-based Award-Winning Support

Our certified engineers will work with your organization to address potential issues and ensure that they are resolved before resulting in any further downtime or stress.

Access to Advantage Support Portal

The Advantage Support Portal provides a centralized hub for accessing all your Advantage support resources.

With an account, you can:

  • Easily manage and review support tickets
  • View historical tickets and projects
  • Connect with a dedicated Support Engineer
Complimentary eHealth Checks

As an Advantage customer, you can enjoy a yearly complimentary eHealth check (valued at $2,500) to ensure that your fax workflows are operating at peak performance, delivering documents seamlessly and securely.

Plus, we’ll create a personalized blueprint for integrating your applications with fax now and in the future.

Upgrades to the Latest OpenText Fax Version

Our engineers will work to ensure you are running the latest recommended version of OpenText Fax, allowing your system to continue receive the most up-to-date security patches, fixes, features, and new add-ons.

24/7/365 Critical Support Available

The optional 24/7 Support Program is a subscription-based program designed to provide support for critical issues outside the standard Customer Support hours. This support plan protects your investment in OpenText Fax 24/7.

Multi-Year Support Plans Available

Our team will work with your organization to create multi-year support and upgrade paths to ensure your OpenText Fax software is up-to-date and fully compliant.

Solutions Cloud Migration Planning 2026

Contact Advantage Technologies

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