Pilot plan · draft

Prove a complete offboarding record.

The first pilot is a small, supervised Microsoft 365 offboarding workflow for MSPs and IT teams. This page is a planning worksheet. Applications are not being submitted or stored.

Integration and enrollment are in development

Proposed scope

Start with one administrator-controlled test tenant and disposable accounts. Review every action before it runs.

Included

Select and verify a target user; review a checklist; record an approver; block sign-in and revoke sign-in sessions after approval; assign the mailbox handoff as a manual task; record results, failures, timestamps, and final sign-off.

Later phases

Mailbox changes, group and license removal, device actions, HR integrations, onboarding automation, and unattended production use need separate design and testing.

  1. Walk through the existing fictional-data prototype with the pilot team.
  2. Connect a separate test tenant with administrator consent and confirm the target user before any action.
  3. Run a few supervised cases on disposable accounts, including a failed or skipped step.
  4. Review the activity record and interview the team about gaps and willingness to pay.

What success looks like

Correct target and approvalEvery test action has a verified user, named approver, and timestamp before execution.
Clear outcomesEach step shows completed, failed, skipped, or manual status, with useful error detail.
Usable recordThe pilot team can explain what happened and what remains open from a downloadable record.

Pilot feedback goal: interview at least five relevant MSP or IT teams, identify repeatable pain in their current process, and obtain at least two willing supervised test partners before setting commercial pricing. These are proposed decision gates, not claims of validation.

Pilot application worksheet

Use this to prepare a conversation with a potential pilot partner. Responses stay in this browser until the page is closed; copy or print them for your own use. No application is sent.