SoftwareOne Checklist
Has your Microsoft 365 Copilot pilot been held up by your IT pilot?
If your Copilot pilot program isn’t delivering the results you expected, you’re not alone.
Many organizations encounter early roadblocks—ranging from inaccurate outputs to data access concerns—when foundational elements aren’t fully aligned. This checklist is designed to help you identify and resolve the most common technical and strategic gaps that can derail early Copilot adoption.
From licensing and data readiness to security configurations and user permissions, this resource walks you through the critical questions that can make or break your pilot. It also offers guidance on how to regroup, refocus, and move forward with confidence—ensuring your Copilot deployment is secure, compliant, and impactful.
Use this checklist to get started on:
- Evaluating your licensing, data quality, and security posture
- Identifying oversharing risks and apply sensitivity labels
- Aligning use cases with measurable business goals
- Strengthening user support and AI enablement
- Rebuilding trust and momentum across your pilot program
Download the checklist and get your Copilot pilot back on track.