MDM device-pilot checklist
Source: https://www.nomidmdm.com/en/comparisons/best-mdm-software
Guide sources checked: 2026-10-16

Run the same workflow on each shortlisted product using representative devices and a recoverable test setup. Record what happens on the device, not just what the console accepts.

Use test devices and back up needed data. Enrollment changes, unenrollment and wipe actions can reset a device or remove work data.

1. Enroll the hardware you will deploy
Use your exact model, OS build and ownership mode. Measure hands-on work and document prerequisites, factory-reset requirements and enrollment recovery.
Result / evidence / owner / retest date: ______________________________

2. Deliver the actual app workflow
Install your public or private app, apply its configuration, update it and verify the supported recovery path. Test required peripherals such as scanners and printers.
Result / evidence / owner / retest date: ______________________________

3. Test restrictions and recovery
Check the allowed user journey, restart the device, and verify the expected app or launcher returns. Document how an authorized technician exits or repairs the setup.
Result / evidence / owner / retest date: ______________________________

4. Lose connectivity and reconnect
Test what remains usable offline and what waits for a connection. Reconnect and verify queued work, state reporting and policy delivery without assuming instant remote control.
Result / evidence / owner / retest date: ______________________________

5. Run a real support incident
Use the intended technician role. Verify remote viewing versus control, device permissions, session behavior and escalation. Include time zones and the support level in the quote.
Result / evidence / owner / retest date: ______________________________

6. Confirm the paid plan and the exit
Repeat essential steps with the quoted entitlements. On a test device, document the authorized unenrollment or reset process and verify your data export and retention requirements.
Result / evidence / owner / retest date: ______________________________

For every test, record: vendor and edition; model and OS; enrollment mode; expected result; observed result; time and manual steps; evidence; blocker; owner; retest date.

Compare the same workflow and paid entitlements across shortlisted vendors.