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your legacy meeting and calling platform to Microsoft Teams Pilot — Migration Readiness & User Testing

This pilot service supports existing your legacy meeting and calling platform and Microsoft 365 customers evaluating Microsoft Teams. A user pilot can help the organization explore how Teams may be used before organization-wide deployment, verify functionality across major your legacy meeting and calling platform features and workloads, and identify the right path forward for running your legacy meeting and calling platform and Teams side by side or transitioning to Teams in the future.

Timeline 2 weeksService owner Mike MackeyMicrosoft Teams

What this engagement is

A user pilot is an ideal way to explore new technology such as Microsoft Teams. It offers the ability to mimic how Teams will be used when deployed organization-wide while verifying functionality across all major your legacy meeting and calling platform features and workloads. The optimal pilot test plan incorporates scenarios that demonstrate how users work. While individual features and tasks are important, the end-to-end process of how users realize productivity and results should inform the test plan. The scenarios below can be reviewed to create a test plan tailored to how the organization uses your legacy meeting and calling platform today and how it will use Teams in the future.

Success criteria

01Establish clear goals and success metrics for the pilot so the organization can measure the impact of pilot efforts and inform the next steps on its Teams journey.
02Pilot stakeholders agree on the Teams pilot scope, target users, scenarios, and measurable success criteria before testing begins.
03Pilot users complete the agreed day-to-day interaction, meeting, and team/project collaboration test scenarios, or any exceptions are documented.
04User feedback, adoption observations, technical issues, and business blockers are captured in a structured format for review.
05Critical readiness gaps, coexistence considerations, and remediation items are identified with recommended next steps.
06The customer has enough evidence from the pilot to decide whether to continue coexistence, expand the Teams pilot, or plan a broader Teams transition.

What you receive

Pilot kickoff and scope confirmation, including confirmation of business goals, pilot audience, scenarios, assumptions, and constraints.
Tailored Teams pilot test plan based on current your legacy meeting and calling platform usage patterns and the three core scenario areas: day-to-day interactions, group meetings, and team/project teamwork.
Pilot scenario checklist for validating agreed Teams features such as chat, calling, audio/video escalation, app sharing, meeting scheduling, file sharing, channels, mentions, and channel meetings.
Microsoft 365 and Teams readiness review summary for pilot-relevant licensing, client access, meeting experience, Teams policy considerations, and your legacy meeting and calling platform coexistence assumptions.
Pilot user enablement guidance, such as a brief orientation session, quick-start guidance, or usage instructions appropriate to the agreed pilot scope.
Pilot feedback capture template or mechanism for recording user experience, issues, questions, and scenario completion status.
Pilot findings and recommendations readout summarizing results, risks, blockers, lessons learned, and suggested next steps for coexistence or a future Teams transition.

How the work unfolds

1. Kickoff and scope confirmation
2. Current-state and readiness review
3. Pilot test plan design
4. Pilot preparation and enablement
5. Scenario execution and support
6. Findings review and next-step recommendations

Prerequisites

The organization is an existing your legacy meeting and calling platform and Microsoft 365 customer.
Microsoft 365 tenant access is available for the pilot, with Teams licensing assigned or available for all pilot users.
The customer can provide appropriate administrative access, delegated access, or screen-share access for discovery and pilot-scope configuration review.
Pilot users, business stakeholders, and a customer technical point of contact are identified before pilot execution.
Current your legacy meeting and calling platform usage patterns, known pain points, and any existing coexistence requirements are available for review.
Pilot users have supported desktop, browser, and, if mobile testing is included, mobile device access to Microsoft Teams.
Outlook and Exchange configurations used by pilot users support the agreed Teams meeting scheduling scenarios.
The customer has reviewed any internal security, compliance, legal, or communications requirements that may affect Teams chat, meetings, recordings, file sharing, guest access, or retention.

Who does what

IT Partner

  • Facilitate kickoff, discovery, and pilot planning sessions.
  • Help translate current your legacy meeting and calling platform workflows into practical Teams pilot scenarios.
  • Review pilot-relevant Microsoft 365, Teams, and coexistence readiness items based on access and information provided by the customer.
  • Develop the pilot test plan, scenario checklist, and feedback approach for the agreed scope.
  • Provide guidance for pilot-scope Teams configuration and assist with configuration validation where access and approvals are provided.
  • Provide pilot user orientation or practical enablement guidance appropriate to the engagement scope.
  • Support pilot execution by answering pilot-scope questions, reviewing feedback, and triaging reported issues.
  • Prepare and review pilot findings, risks, blockers, and recommended next steps with the customer.

Your team

  • Provide an executive or business sponsor, technical owner, and pilot coordinator.
  • Identify pilot users who represent the organization’s priority your legacy meeting and calling platform and Teams usage scenarios.
  • Provide Microsoft 365 tenant access, administrative approvals, licensing, and test accounts or user assignments required for the agreed pilot.
  • Communicate pilot expectations, timing, and participation requirements to pilot users.
  • Ensure pilot users have supported devices, network connectivity, Outlook access, Teams clients, and any required peripherals such as headsets or cameras.
  • Participate in planning sessions, execute agreed test scenarios, and provide timely feedback.
  • Review findings and make business decisions about next steps, including coexistence, expanded pilot activity, or migration planning.
  • Manage internal change approvals, security approvals, and communications required for any pilot-scope configuration changes.

What's not included

Full organization-wide migration to Microsoft Teams.
Production cutover planning or execution for all users.
Microsoft Teams Phone, PSTN Calling, Direct Routing, Operator Connect, contact center, or emergency calling implementation unless separately scoped.
Large-scale network assessment, Quality of Service rollout, firewall remediation, bandwidth upgrades, or endpoint remediation.
SharePoint, OneDrive, Exchange, or file migration projects outside what is needed to validate pilot collaboration scenarios.
Custom application development, Teams apps, bots, workflow automation, or third-party integrations.
Enterprise-wide change management, training curriculum development, floor-walking, or helpdesk support for non-pilot users.
Security, compliance, retention, eDiscovery, DLP, information protection, or records-management design beyond pilot-scope considerations.
Procurement, deployment, or support of end-user hardware such as headsets, cameras, meeting room devices, or mobile devices.
Remediation of unrelated tenant health, identity, licensing, device management, or directory synchronization issues discovered during the pilot.
Ongoing managed services, service desk operations, or post-pilot implementation work unless separately contracted.

Limitations & technical notes

!Pilot results are representative of the selected users, devices, locations, scenarios, and tenant configuration; they should not be treated as a full enterprise deployment validation.
!Teams feature availability and your legacy meeting and calling platform coexistence behavior depend on Microsoft licensing, tenant configuration, supported clients, and Microsoft service capabilities at the time of the pilot.
!External federation, guest access, PSTN calling, voicemail, meeting room systems, compliance recording, and advanced voice scenarios may require additional configuration or separate scoping.
!Mobile validation is limited to the device types, operating systems, and client versions included in the agreed pilot scope.
!Any production-impacting configuration change should follow the customer’s normal change control process and may require separate approval windows.
!The pilot can identify risks and recommendations, but it does not guarantee user adoption levels, Microsoft service availability, or final migration timelines.
!Remediation of blockers discovered during the pilot may require additional licensing, configuration, network work, endpoint updates, or a separately scoped project.

Frequently asked questions

What is the Journey to Microsoft Teams. Pilot. service?

The Journey to Microsoft Teams. Pilot. service helps existing your legacy meeting and calling platform and Microsoft 365 customers evaluate Microsoft Teams before an organization-wide deployment. The pilot is designed to mimic real user scenarios, verify Teams functionality across major your legacy meeting and calling platform-style workloads, and help identify a practical path forward for running your legacy meeting and calling platform and Teams side by side or transitioning to Teams in the future.

Who is this Teams pilot service intended for?

This service is intended for organizations that already use your legacy meeting and calling platform and Microsoft 365 and are evaluating Microsoft Teams. That prerequisite matters because the pilot scenarios are based on comparing current your legacy meeting and calling platform work patterns with how those same or expanded collaboration scenarios may work in Teams.

Is this service a full migration to Microsoft Teams?

No, the stated scope is a Teams pilot, not a full production migration or organization-wide cutover. The pilot helps the organization explore Teams, test key scenarios, and inform next steps for coexistence or a future transition, but any full migration plan, execution, or deployment commitments should be confirmed separately with IT Partner.

What business outcomes should this pilot help support?

The pilot should help the organization understand how Teams may be used in daily work, meetings, and team-based collaboration before broad deployment. It also supports establishing clear goals and success metrics so the organization can measure pilot impact and make informed decisions about the next stage of its Teams journey.

What Teams scenarios are evaluated during the pilot?

The pilot content focuses on three practical scenario areas: day-to-day interactions, group meetings, and team or project teamwork. These scenarios are intended to reflect how users work today in your legacy meeting and calling platform and how they may work in Teams in the future.

What day-to-day communication features can be tested in Teams during the pilot?

The day-to-day interaction scenario can test initiating instant messages, messaging offline or online recipients, adding audio or video to an IM, sharing an app, adding another contact, attaching files, searching for contacts, calling a contact, and optionally verifying the same activities on a mobile device. This scenario is useful because it maps common your legacy meeting and calling platform workflows, such as checking presence, sending an IM, escalating to a call, and sharing a file, into Teams.

What meeting capabilities can be tested during the Teams pilot?

The group meetings scenario can test scheduling a meeting in Outlook, scheduling a meeting in Teams, sending a file before the meeting, sharing an application live during the meeting, and taking questions during the meeting. This scenario is based on a typical internal training use case where users schedule, prepare for, present, and interact during an online meeting.

Does the pilot include testing Teams channels and project collaboration?

Yes, the pilot includes a team and project teamwork scenario that goes beyond what is available in your legacy meeting and calling platform today. The features to test include creating a team, inviting users, creating channels, holding channel conversations, mentioning users with @user callouts, posting and linking to files, and scheduling or hosting a meeting in a channel or team.

Can the pilot test mobile Teams usage?

Mobile validation is listed as optional for the day-to-day interaction scenario. Organizations that need mobile confidence should confirm with IT Partner whether mobile device testing will be included in the final pilot test plan and which device types or platforms will be covered.

What are the prerequisites for this pilot service?

The stated prerequisite is that the organization must be an existing your legacy meeting and calling platform and Microsoft 365 customer. typical additional prerequisites include Teams licensing for pilot users, access to the Microsoft 365 tenant for discovery and validation, identified pilot users and stakeholders, supported Teams clients and devices, and customer approval for any pilot-scope configuration changes.

What does IT Partner deliver at the end of the pilot?

typical deliverables include a tailored pilot test plan, scenario checklist, readiness observations, user enablement guidance, feedback capture approach, and a findings and recommendations readout. The final deliverables should be confirmed during scoping.

How is the pilot test plan created?

The pilot test plan should be tailored to how the organization uses your legacy meeting and calling platform today and how it expects to use Teams in the future. The service content provides scenario areas and feature lists to review, and the final sequencing, users, success criteria, and test steps should be confirmed during scoping.

How are pilot success criteria defined?

The service states that the organization should establish clear goals and success metrics for the pilot so it can measure impact and inform next steps. typical criteria include completion of agreed scenarios, capture of user feedback, identification of blockers, and a stakeholder decision on the next phase.

How long does the Teams pilot take?

The source service information does not publish a fixed duration for this pilot. Timing should be confirmed with IT Partner during scoping because it may depend on pilot size, user availability, test scenarios, tenant readiness, and reporting expectations.

How is pricing handled for this pilot service?

The source service information does not publish a fixed price for the Journey to Microsoft Teams. Pilot. service. Pricing should be confirmed with IT Partner during scoping.

Will this pilot cause downtime or disrupt existing your legacy meeting and calling platform users?

The service is described as a user pilot for evaluating Teams, not as a production cutover, so its intent is to test Teams scenarios before organization-wide deployment. However, downtime commitments, change windows, and coexistence configuration details should be reviewed with IT Partner during planning.

Can your legacy meeting and calling platform and Teams run side by side during or after the pilot?

The pilot is specifically intended to help identify the right path forward for running your legacy meeting and calling platform and Teams side by side or transitioning to Teams in the future. The exact coexistence mode, tenant configuration, or policy changes should be confirmed as part of pilot planning.

What responsibilities does IT Partner have during the engagement?

IT Partner would typically facilitate discovery and planning, help design the Teams pilot test plan, review pilot readiness, provide pilot-scope guidance, assist with agreed validation activities, support feedback capture, and prepare pilot findings and recommendations. Final responsibilities should be confirmed in the statement of work.

What responsibilities does the customer have during the pilot?

the customer would typically provide stakeholders, pilot users, licensing, tenant access or approvals, supported devices, internal communications, test participation, and timely feedback. The customer is also responsible for approving any tenant or policy changes.

What happens after the Teams pilot is completed?

After the pilot, the organization should use the results and success metrics to decide the next steps on its Teams journey. The service is positioned to inform decisions about continued coexistence with your legacy meeting and calling platform or a future transition to Teams, but any post-pilot migration, deployment, or remediation work should be scoped separately with IT Partner.

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