Piloting AI tools like Microsoft 365 Copilot presents a unique challenge: it’s not just about testing functionality. It’s about helping users get comfortable with a new kind of tech that may feel unfamiliar. Successfully guiding users through this pilot phase means going beyond the usual setup—it’s about preparing them to embrace a tool that could transform how they work.

Here are seven common mistakes organizations make when piloting Microsoft 365 Copilot and how to avoid them.

Sin #1 Undefined objectives: Testing without a purpose

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When implementing Copilot, it’s easy to get caught up in the excitement of new AI features without a clear vision. This can lead to an aimless pilot, wasting time and resources. What are you hoping to test? What indicates success? Without clear objectives, you risk getting to the end of your pilot without defined insights to share with leadership. 

Here’s what to do instead: Before you start, define what success looks like. 

  • Get to the specifics of what you’re looking for in the AI tool. Are you trying to reduce time spent on routine tasks like drafting emails in Outlook, or are you looking to streamline project management in Teams? 
  • Identify specific goals such as improving meeting summaries or increasing collaboration efficiency. 
  • Align these goals with measurable outcomes to ensure the pilot delivers actionable insights. 

Sin #2 Poor user selection: Picking the wrong people for the pilot 

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Who should you pick to be a part of your Copilot pilot? Selecting the wrong group of users can skew your results, giving you an inaccurate picture of how Copilot will perform across your organization. 

Here’s what to do instead: Include people from both ends of the following ranges 

  • Demographics (tenure, locality) 
  • Technical ability (low to high ability) 
  • Change competence (those who resist change vs those who embrace it) 
  • Departments/teams (representation across the organization) 

This will ensure that you get feedback from various perspectives, helping you understand how Copilot works across different use cases, from report creation in Power BI to data visualization in PowerPoint. 

Sin #3 Vague success criteria: Measuring the wrong things 

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Relying on subjective feedback alone, like whether users "enjoyed" using Copilot or if it “helped” them, won’t give you the data needed to make informed decisions about a broader rollout. 

Here’s what to do instead: Set clear, quantifiable success metrics from the start. Here are five focused metrics for evaluating a Microsoft 365 Copilot pilot: 

  • Track reduction in time spent on key tasks after implementing Copilot. 
  • Measure the percentage of tasks handled by Copilot vs. manual completion. 
  • Assess improvements in accuracy and consistency in completed work. 
  • Monitor how frequently users utilize specific Copilot features. 
  • Evaluate productivity boosts by comparing tasks completed with and without Copilot. 
  • Identify the most-used Copilot features to understand user preferences and needs. 

Sin #4 Inadequate communication: Leaving users in the dark

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If your pilot users don’t understand the purpose of the Copilot pilot or what’s expected of them, participation will be low, and results will be unreliable. 

Here’s what to do instead: 

  • Clearly communicate the goals, expectations, and timeline of the pilot. 
  • Regularly update participants on their progress and the overall status of the pilot.  
  • Provide simple, user-friendly guides on how to use Copilot features in Outlook, Teams, and other Microsoft 365 applications. Check out this resource of 11 Copilot use cases. 
  • Frequently communicate with users to help keep them engaged and ensure meaningful participation. 

Tip: Check out BrainStorm’s turnkey Copilot communication plans. Request more info here. 

Sin #5 Lack of user support: Letting users struggle alone

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Without adequate support, users might not fully engage with Copilot, leading to poor adoption and misleading pilot results. It’s important that users know where to turn when they have questions, and to provide them with guardrails upfront. Showing users that you’re there to help them to succeed will motivate them to engage in the pilot. 

Here’s what to do instead:  

  • Host initial and ongoing training to introduce Copilot features and best practices. 
  • Showcase specific use cases, like generating insights in Excel or drafting content in Word, to illustrate Copilot's value. 
  • Set up regular check-ins for users to share feedback and ask questions. 
  • Use BrainStorm to support your pilot efforts! 

Tip: Use BrainStorm to support your pilot efforts. With BrainStorm, you can empower your team to succeed with Microsoft 365 Copilot through tailored content, engaging learning paths, and actionable insights. Plus, BrainStorm makes pilot rollouts easy on IT teams with campaign templates, adaptive workflows, and triggers and branching. 

Sin #6 Misjudging the timeline: Rushing or dragging out the pilot

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A pilot that’s too short might not capture enough data, while one that drags on can lead to user fatigue and disengagement.  

Here’s what to do instead:  

  • Plan a timeline that gives users enough time to explore Copilot’s features across different scenarios. For example, allow time to test how Copilot handles meeting summaries on Microsoft Teams calls or automates repetitive tasks in Outlook. 
  • Balance is key—too short, and you might miss critical data; too long, and you risk losing participant interest. 

Sin #7 Failing to appreciate participants: Ignoring your early adopters

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If your pilot is effective, your pilot users will become your early champions of Copilot. And champions are foundational to the success of your broader rollout. Failing to acknowledge their contributions can demotivate them and discourage future participation. 

How to Avoid: Recognize and reward the efforts of your pilot participants. Here are some ideas: 

  • T-shirts at the end of the pilot 
  • Gift cards, if allowed 
  • Shoutouts/praise to managers 
  • Gamification 

Share the successes and lessons learned from the pilot and celebrate the positive impacts Copilot has had, such as time saved in Excel or improved email writing and editing. This not only boosts morale but also builds a stronger case for a full-scale rollout. 

Setting the stage for success 

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By defining clear objectives, selecting the right users, and providing adequate support, you can ensure that your pilot delivers the insights needed to make an informed decision about broader implementation.

Consider BrainStorm

BrainStorm can help guide you through this process with tailored support and training to maximize your Copilot pilot’s success. Ready to see how Copilot can transform your organization? Let’s get started!