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Microsoft 365 Proof of Concept/Pilot — Cloud Readiness & Migration Feasibility

Microsoft 365 Proof of Concept/Pilot is a 1-month consulting service (SKU ITPWW130CONOT, $800, manager: Mike Mackey) for customers who want IT Partner to help deploy, configure, and test the feasibility of using Microsoft 365 cloud technologies and services, such as Exchange Online. The service helps customers understand Microsoft 365 capabilities, determine readiness for migration to Microsoft 365 services, and get hands-on experience with Microsoft 365.

Timeline 1 monthService owner Mike Mackeymicrosoft 365

What this engagement is

IT Partner helps you run a Microsoft 365 pilot with resources, tools, and experts to support a successful rollout. The engagement includes tenant creation, domain verification, user account setup, mail forwarding setup and testing, and reviews of Microsoft 365 features and ROI versus existing software. The objective is a successful Microsoft 365 rollout focused on driving adoption and helping everyone understand the benefits.

Success criteria

01Microsoft 365 services are better configured and customized to suit your needs.
02Adoption of Microsoft 365 services is measured and increases over time.
03Users become more productive and spend less time trying to fix problems or issues.

What you receive

Microsoft 365 tenant created and domain verified.
User accounts created and primary (reply-to) addresses set.
Email forwarding set up at your current provider and mail flow tested.
Review of the features of Microsoft 365.
Review of Microsoft 365 ROI vs. existing software.

How the work unfolds

Milestone 1

Kickoff and pilot planning — confirm pilot goals, stakeholders, schedule, communication path, pilot user list, current mail environment, and success criteria for the 1-month engagement.

Milestone 2

Readiness and prerequisite validation — review access requirements, DNS management capability, current email provider forwarding capability, pilot mailbox data, and known high-risk users or mailbox constraints.

Milestone 3

Tenant and domain setup — create the Microsoft 365 tenant, verify the customer domain, and confirm the required DNS-related steps with the customer’s DNS owner or provider.

Milestone 4

Pilot user configuration — create pilot user accounts, apply required user attributes, and configure primary reply-to addresses for the users included in the pilot spreadsheet.

Milestone 5

Mail forwarding and mail flow validation — configure forwarding at the current email provider where supported, test mail flow for pilot users, and document any findings that may affect a broader migration.

Milestone 6

Microsoft 365 feature and ROI review — walk through relevant Microsoft 365 capabilities, compare expected value against existing software, and capture observations that inform rollout decisions.

Milestone 7

Pilot closeout and next-step recommendations — review pilot outcomes against success criteria, summarize readiness findings, identify risks or dependencies, and recommend logical next steps for migration, adoption, or additional Microsoft 365 workloads.

Prerequisites

Your current email provider must provide email forwarding.
You need to manage your Microsoft 365-related DNS records at your DNS hosting provider.

Who does what

IT Partner

  • Create a tenant and verify domain.
  • Create user accounts and set the primary (reply-to) address.
  • Set up email forwarding at your current provider and test mail flow.
  • Review the features of Microsoft 365.
  • Review Microsoft 365 ROI vs. existing software.

Your team

  • Create an Excel spreadsheet that contains a row for each user whose mailbox will be included and provide necessary data about users being piloted.
  • Provide a dedicated point of contact responsible for working with IT Partner and coordinate any outside vendor resources and schedules.
  • Configure all networking equipment, such as load balancers, routers, firewalls, and switches.
  • Provide access to physical and virtual servers and/or systems and services as needed.
  • Provide needed remote and/or physical access to facility and systems required to complete work.
  • Perform changes to internal and external DNS, as required.
  • Assist with identification of high-risk users (top executives and VIP users, users with mailboxes 50 GB or larger and/or deleted folders 30 GB or larger).

What's not included

A fully functional demo tenant that includes PSTN and conferencing capabilities.
A fully functional demo tenant that includes creating a functional SharePoint site / OneDrive for Business storage.
A fully functional demo tenant that includes setting up Skype for Business.
A fully functional demo tenant that includes Active Directory Federation Services.

Frequently asked questions

What is the Microsoft 365 Proof of Concept/Pilot service?

Microsoft 365 Proof of Concept/Pilot is a 1-month IT Partner consulting service that helps customers deploy, configure, and test the feasibility of Microsoft 365 cloud technologies such as Exchange Online. The service is designed to help you understand Microsoft 365 capabilities, assess readiness for Microsoft 365 services, and gain hands-on pilot experience before a broader rollout.

How long does the Microsoft 365 Proof of Concept/Pilot take?

The Microsoft 365 Proof of Concept/Pilot is structured as a 1-month consulting engagement. The source scope does not provide detailed project milestones or phase descriptions, so customers should confirm scheduling specifics and timing dependencies with IT Partner before kickoff.

How much does the Microsoft 365 Proof of Concept/Pilot cost?

The listed price for the Microsoft 365 Proof of Concept/Pilot is $800 for the 1-month consulting service, SKU ITPWW130CONOT. Customers should confirm any licensing, third-party, or out-of-scope costs separately with IT Partner, because the stated price describes the consulting service scope only.

What deliverables are included in the Microsoft 365 Proof of Concept/Pilot?

Included deliverables are creation of a Microsoft 365 tenant, domain verification, user account creation, setting primary reply-to addresses, email forwarding setup at the current provider, and mail flow testing. IT Partner also reviews Microsoft 365 features and compares Microsoft 365 ROI against the customer’s existing software.

Is this service a full Microsoft 365 migration?

No, this service is a proof of concept or pilot, not a full production migration. It focuses on configuring and testing Microsoft 365 feasibility, mail flow, user setup, and business value so the customer can make informed rollout decisions.

Which Microsoft 365 workloads are covered in the pilot?

The service supports testing Microsoft 365 cloud technologies and services such as Exchange Online, with scope including tenant creation, domain verification, user setup, mail forwarding, and Microsoft 365 feature review. The stated deliverables do not include building a full SharePoint site, OneDrive for Business storage environment, Skype for Business setup, PSTN and conferencing capabilities, or Active Directory Federation Services.

What is not included in the Microsoft 365 Proof of Concept/Pilot?

The service does not include a fully functional demo tenant with PSTN and conferencing capabilities, a functional SharePoint site or OneDrive for Business storage, Skype for Business setup, or Active Directory Federation Services. These items are excluded because the pilot scope is focused on core Microsoft 365 readiness, tenant setup, domain verification, user accounts, mail forwarding, mail flow testing, and feature and ROI review.

What prerequisites must be in place before starting the pilot?

Your current email provider must support email forwarding, because the pilot includes forwarding setup and mail flow testing from the current provider. You also need the ability to manage Microsoft 365-related DNS records at your DNS hosting provider, because domain verification and related configuration depend on DNS changes.

What does IT Partner do during the Microsoft 365 pilot?

IT Partner creates the Microsoft 365 tenant, verifies the domain, creates user accounts, sets primary reply-to addresses, configures email forwarding at the current provider, and tests mail flow. IT Partner also reviews Microsoft 365 features and Microsoft 365 ROI compared with the customer’s existing software.

What is the customer responsible for during the engagement?

The customer must provide a spreadsheet with a row for each pilot mailbox and the needed user data, assign a dedicated point of contact, coordinate outside vendor resources and schedules, and provide required remote or physical access. The customer is also responsible for configuring networking equipment, providing access to systems and services, making internal and external DNS changes as required, and helping identify high-risk users such as executives, VIPs, very large mailboxes, or large deleted-item folders.

Will the pilot require DNS changes?

Yes, DNS changes may be required because the service includes domain verification and Microsoft 365-related DNS configuration. The customer is responsible for performing internal and external DNS changes and must be able to manage Microsoft 365-related DNS records at the DNS hosting provider.

How is email handled during the pilot?

Email forwarding is set up at the customer’s current email provider and mail flow is tested as part of the pilot. This requires the current provider to support forwarding, and the exact forwarding behavior or business impact should be confirmed with IT Partner based on the customer’s existing email environment.

Will the Microsoft 365 Proof of Concept/Pilot cause downtime?

The service content does not specify a planned downtime window or guarantee no downtime. Because the pilot involves DNS-related work, user setup, forwarding configuration, and mail flow testing, customers should review timing and business impact with IT Partner before changes are made.

Who should be included in the Microsoft 365 pilot?

The service requires the customer to provide an Excel spreadsheet listing each user whose mailbox will be included in the pilot. The customer should also help identify high-risk users, including top executives, VIP users, users with mailboxes of 50 GB or larger, and users with deleted folders of 30 GB or larger, so those risks can be considered during planning.

Does the service include Microsoft 365 licensing?

The provided service scope identifies a $800 consulting engagement and lists configuration and review deliverables, but it does not state that Microsoft 365 licenses are included. Customers should confirm licensing requirements and any subscription costs with IT Partner before starting the pilot.

What are the success criteria for the Microsoft 365 Proof of Concept/Pilot?

Success criteria include Microsoft 365 services being better configured and customized to the customer’s needs, adoption being measured and increasing over time, and users becoming more productive with less time spent fixing problems or issues. These criteria reflect the pilot’s goal of supporting a successful rollout and helping users understand Microsoft 365 benefits.

Does the pilot include ROI analysis?

Yes, the service includes a review of Microsoft 365 ROI compared with the customer’s existing software. This review helps the customer evaluate whether Microsoft 365 provides sufficient business value before committing to a broader rollout.

What happens after the Microsoft 365 Proof of Concept/Pilot is completed?

At completion, the customer should have a Microsoft 365 tenant created, domain verified, pilot user accounts configured, mail forwarding and mail flow tested, and a better understanding of Microsoft 365 features and ROI. Any next steps, such as a broader migration, additional workloads, or production deployment, are outside the stated pilot deliverables and should be scoped separately with IT Partner.

Who manages the Microsoft 365 Proof of Concept/Pilot service?

The service listing identifies Mike Mackey as the manager for the Microsoft 365 Proof of Concept/Pilot. Customers should contact IT Partner to confirm current scheduling, availability, and any details not specified in the published service scope.

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