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Microsoft Frontier for Mid-size Companies: Which Team Should Run Your First Frontier Pilot?

SoftwareOne blog editorial team
Blog Editorial Team
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Before a pilot can produce results, before it can even launch, someone has to decide: what will it do, and for whom? Choosing the right team for your agentic AI pilot is as important as building the agent itself. While the first instinct is often to run the agent inside IT in order to localize control of the project, this can be a misstep.

Moving beyond the pilot usually requires demonstrating that a project can produce value outside of IT, and that its value has potential to scale. That requires advocates both within IT and in other areas of the business.

Teams that make the strongest pilot candidates generally exhibit four traits, and a technical background is not one of them.

  1. Existing measurable processes. A team that tracks call prep time, ticket resolution speed, or reconciliation turnaround has a built-in process for creating the before-and-after comparison at the end of the pilot. A team without those in place will spend the pilot’s first few weeks inventing them instead of testing the technology.

    ⇒ Example: A finance team already tracking days-to-close on month-end reconciliation gives the pilot a natural story arc. A three-day close that becomes a one-day close is a number a CFO can repeat in a board meeting. Compare that to a team with no baseline measurement for "time spent building campaign briefs." That pilot ends with anecdotal enthusiasm, but nothing to put in a slide.
  2. Participants who are willing. A pilot staffed by volunteers behaves differently than one staffed by people who were told to participate. Willing participants troubleshoot problems and report honestly. Assigned participants tend to do the bare minimum and let issues slide until the retrospective. Effective documentation adds a significant layer of work to any project; a team that’s invested in a pilot’s success should be inherently motivated to take on that additional lift.

⇒ Example: A regional sales team that has been asking for Copilot access because reps are tired of manually assembling account histories before calls will behave differently than a team assigned to test it as part of a rotation. The volunteer group tends to surface friction points early, like a Copilot-drafted summary missing context from a recent support ticket, because they want the tool to work. An assigned group is more likely to note the same issue in a survey at the end of the pilot and move on.

  1. A business sponsor who can speak to value. This is the single most common point of failure in pilots that stall. A sales ops lead, HR director, or finance manager who can stand in front of leadership and describe, in their own terms, what the pilot did for their team will help get the next round of Copilot or Agent 365 licenses approved.

⇒ Example: An HR director who can tell leadership that Agent 365 cut new-hire paperwork processing from two weeks to three days, in her own words, does more for the next licensing round than a slide from IT about “system uptime.” The pilot with a sponsor like this usually gets another phase.

  1. Low blast radius. A pilot testing a new workflow on a low-stakes, contained process gives a team room to learn without a public failure attached to it if something goes horribly wrong.

⇒ Example: A customer-facing chatbot handling billing disputes is not a place to test the pilot, at least not out of the gate. But an internal search agent for a support team would be reasonable. The support team can work through unexpected agent behavior, like a Copilot response pulling from an outdated policy document, without a customer on the other end of it.

Team selection for the pilot needs to be a strategic decision, because it shapes how much friction flares up during the rest of the rollout. A carefully selected team makes governance conversations easier, too, because there’s already a business sponsor invested in getting the access model right (rather than treating it as IT's problem alone). A team chosen mainly because it is available or easy to access may produce a pilot that technically succeeds, only to see it evaporate at the end because nobody outside IT cares.

For that reason, an executive sponsor should be identified before day one. Mid-sized organizations tend to move faster than larger ones specifically because they combine fewer approval layers, but that advantage disappears if the business owner isn’t in place from the pilot’s start.

The four criteria above are intended to help match a team to what their first attempt can actually handle. Of course, a team can score well on all four criteria and still need help defining the pilot’s actual scope. Which tasks will an agent handle first? Which will stay manual for now? That conversation works best as a joint session between IT and the business team; IT knows the technical limits, and the business team knows where the time goes in the day-to-day work.

The team a company picks shapes how much Agent 365 governance work is actually needed in the first two weeks, since a contained, well-scoped pilot needs a narrower access model than an open-ended one.

The Governance Checklist that Shortens Security Review explores more of what that governance work looks like once a team has been chosen. And our guidance on agentic AI accountability gives you a broader framework for understanding agent governance.

Ready to make sure your agentic pilots succeed? SoftwareOne’s data and AI advisory can help you plan, measure, and execute. Get in touch to learn more.

Ready to make sure your agentic pilots succeed? SoftwareOne’s data and AI advisory can help you plan, measure, and execute. Get in touch to learn more.

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SoftwareOne blog editorial team

Blog Editorial Team

We analyze the latest IT trends and industry-relevant innovations to keep you up-to-date with the latest technology.