Case study · Financial services

A South African financial services organisation: from Edges to cloud media, on time

A South African financial services organisation ran its Genesys Cloud CX contact centre through two on-premises Edge appliances, a model Genesys is retiring. Working through a global systems integrator, QVCCS made the organisation hybrid, moved every phone and number to cloud media in the Cape Town region on a new carrier, and freed the Edges for retirement, going live exactly as planned.

At a glance

Client
South African financial services organisation
Sector
Financial services
Where
South Africa
When
November 2025 to March 2026
Agents
32
Licence
Genesys Cloud CX 1
Telephony
BYOC Cloud, Cape Town media region
Duration
About five months, with two maintenance windows
Engagement
Through a global systems integrator and Genesys reseller

01

The challenge

The organisation's contact centre already ran on Genesys Cloud CX, but its calls passed through two Edge Mini appliances in its own building, connected to a local carrier. Genesys has announced that its BYOC Premises Genesys Hardware Solution, which includes the Edge Mini, reaches end of support on 1 December 2026 and end of life on 1 June 2027, when existing deployments stop working. Failing hardware would no longer be replaced, so the organisation needed to move before the hardware, not the deadline, decided for it.

The move touched everything callers and staff depend on: every agent's phone, every public number, the carrier, and the link to Microsoft Teams that let agents and colleagues call each other. It had to happen without a gap in service, in an organisation whose customers expect to reach it when they call.

02

What QVCCS did

QVCCS was the Genesys Cloud CX specialist for a global systems integrator and Genesys reseller, working with the integrator's networking, carrier and Microsoft teams and the organisation's own IT staff. The engagement ran from November 2025 to March 2026. We followed Genesys's premises-to-hybrid media process and wrote it out as a migration runbook with an owner, a time and a test for every step, revised five times as the plan was agreed.

  1. Firewall and network requirements for cloud media, certified site by site
  2. Prerequisites: AppFoundry entitlements, Edges on the latest version, a Genesys readiness case
  3. Maintenance window 1: make the organisation hybrid and prove nothing changed
  4. A new cloud site, carrier trunks and test numbers, tested against Teams
  5. Maintenance window 2: move every phone and number to cloud media
  6. Hypercare, warranty support and the Edges released for retirement

03

Hybrid first, so nothing breaks

The first maintenance window changed the platform without changing the service. We added BYOC Cloud to the organisation through the AppFoundry, checked that Genesys had created the Genesys Cloud Hybrid Media Group, the new cloud phone trunks and the cloud core site, and moved both Edges into the hybrid group. The organisation's own team then confirmed that live numbers, call flows, queues and agents still worked exactly as before on the premises carrier.

With the organisation hybrid, we built the cloud side alongside the live service: a new location and site using the Africa (Cape Town) media region, so voice stays close to callers and agents even though the core organisation is hosted in Dublin, and the new carrier's SIP trunk over TLS, with dial plans and outbound routes for emergency, national and international calls. Five test numbers on the new trunk let the team prove inbound and outbound calling, transfers and calls to and from Microsoft Teams from the office, without touching a live number.

04

The solution

Agents now use WebRTC phones on a cloud site served from the Cape Town media region, with persistent connections so calls connect faster. All public numbers run on the new carrier's BYOC Cloud trunk. Microsoft Teams moved from an on-premises Direct Routing connection to Operator Connect, so calls between agents in Genesys Cloud and colleagues in Teams travel over the carrier's network with no session border controller of the organisation's own to maintain.

Testing followed a written pack covering outbound caller ID, calls on behalf of a queue, inbound calls to queues and users, internal calls, transfers and conferences, and calls in both directions between Genesys Cloud and Teams. When calls to some mobile numbers failed in testing, SIP traces from Genesys Cloud showed the cause lay in the carrier's routing plan, and the carrier corrected it once it had the traces.

From premises Edges to cloud media in two maintenance windows On the left, before: agents' WebRTC phones used two Edge Mini appliances in the organisation's building, connected to a local carrier, with Microsoft Teams on Direct Routing. In the middle, maintenance window 1: BYOC Cloud is added, the organisation becomes hybrid, both Edges move into the Genesys Cloud Hybrid Media Group, and a new cloud site in the Africa (Cape Town) media region is built with the new carrier's TLS trunk and five test numbers, while live service continues unchanged. On the right, maintenance window 2 on 23 March 2026: every WebRTC phone moves to the cloud site, the live numbers move to the new carrier, Teams uses Operator Connect, and the Edges are freed for retirement. Along the bottom, Genesys's dates: end of support for the Genesys Hardware Solution on 1 December 2026 and end of life on 1 June 2027. BEFORE Premises media 32 agents, WebRTC phonesGenesys Cloud CX, hosted in Dublin Two Edge Mini appliancesGenesys is retiring this hardware Local carrierTrunk into the premises Edges Teams on Direct RoutingThrough an on-premises SBC MAINTENANCE WINDOW 1 Hybrid, nothing broken BYOC Cloud added: organisation hybrid Both Edges into the Hybrid Media Group Live service tested: unchanged Cloud site built alongsideAfrica (Cape Town) media regionNew carrier trunk over TLSFive test numbers, Teams tested WINDOW 2 · 23 MARCH 2026 Cloud media, live Every phone to the cloud sitePersistent connection enabled Live numbers movedTo the new carrier's trunk Teams on Operator ConnectTested in both directions Live exactly as plannedEdges freed for retirement GENESYS HARDWARE SOLUTION EDGES End of support 1 December 2026 · End of life 1 June 2027, when remaining deployments stop working
Before: calls through two premises Edges and a local carrier. After two maintenance windows: cloud media in the Cape Town region, a new carrier and Teams on Operator Connect.

05

Results

The second maintenance window ran on the evening of 23 March 2026. In a single evening window the team switched every WebRTC phone to the cloud site, moved the live numbers to the new carrier, tested call flows and queues, and confirmed Teams calling in both directions. The organisation went live exactly as planned, on the planned dates, with no slippage, followed by hypercare and two weeks of warranty support.

The organisation is off hardware Genesys is retiring, more than eight months before its end of support, with its contact centre running on cloud media and its Edges no longer carrying a single call. No agent changed how they work: the same Genesys Cloud CX, the same flows and queues, and phones that now connect through the cloud.

  • Two Edge Mini appliances freed for retirement ahead of Genesys's end of support
  • Organisation made hybrid in one window, with live service unchanged
  • Every phone and number moved to cloud media in a second window
  • Cape Town media region for a Dublin-hosted organisation
  • Teams moved from Direct Routing to Operator Connect
  • Live exactly as planned, on the planned dates

Financial services: what the sector needs from its contact centre, and our other projects

Client names are withheld. Genesys product names are as Genesys publishes them; descriptions reflect the platform at the time of the project.

Last reviewed

We work by introduction

Clients, partners and people introduced to us can reach the right specialist directly.

Who to contact