BriefIntroContextDesign
Microsoft, Microsoft 365

Streamlining the onboarding experience to Microsoft 365 services

Project
M365 FastTrack
Role
Lead designer
Timeline
Nov 2019 — Aug 2022
Introduction
My role
As the lead designer on this project, I was responsible for designing the FastTrack service landing page and self-serve guides to help M365 customers onboard to services.

I took the initiative to investigate the diverse needs of users, conduct usability testing, and continuously improve the user experience through iterative design.
Overview
FastTrack provides self-service tools, guides, and support to help IT admins easily onboard to Microsoft 365 services.

However, the existing landing page was not equipped to handle the growing demand for self-serve guides.

In response, I led a redesign to accommodate these growing needs, enhance navigation and overall usability.
Impacts
  • 3x increase in customer base and resubscribing customers.
  • Added 30+ additional self-serve guidance while implementing UI improvements for a more streamlined and user-friendly experience.
Context
Background
In 2020, the team prioritized self-serve guides as the central feature of the landing page to improve the usefulness of the service.

However, as the number of available guides expanded, concerns about usability surfaced, prompting the need for a more scalable solution.
Opportunities
Through heuristic evaluations and mapping the customer journey of the existing landing page, we uncovered key insights that guided our design improvements.

We launched Landing Page V1 to enhance navigation, V2 to introduce personalized experiences, and V3 for further iterations and optimizations.
Design
Design problem
Before diving into the project, I initiated research to gain a clear understanding of the current user experience. I led a workshop with the product team to map out the customer journey and evaluate the existing workflow. Additionally, I conducted a heuristic evaluation and shared insights with stakeholders.

This collaborative effort helped resolve initial uncertainties, establish a clear project direction, define goals, set priorities, and identify target users while uncovering previously overlooked user pain points.

The four key problems identified were information overload, lack of hierarchy, too many options, and inconsistent design. All of these issues shared a common theme: Users were struggling to navigate the services on the landing page effectively.
V1: Streamlining navigation
With the design goal set to improve navigation, my first focus was on creating a more organized experience. The challenge was to make it easier for users to understand the available resources and navigate through them effortlessly.

The key design changes are: 
  • Introduced tabs to break the page into manageable sections, reducing browsing time.
  • Organized self-serve guides into specific subcategories with a nested list layout, helping users filter out irrelevant information and declutter the screen.
  • Added search and filter features to allow users to quickly narrow down results and find relevant guidance more efficiently.
  • Implemented count annotations and suggestions to enhance user engagement and direct users to the most relevant resources.
V2: Offering Personalization
After successfully launching the first version, I collaborated with the team to create a new vision focused on a personalized landing page experience. Our goal was to provide tailored guidance based on user workflows and task completion, making it easier for users to access the self-service guides relevant to their needs.

The product team provided a roadmap for this personalized approach, and I developed designs and functionality to align with that vision.

To validate the concept, I partnered with another designer to conduct user testing. We interviewed six participants, observing how they interacted with the personalized landing page to gain insights into their thoughts on the customized experience.
V3: Providing users with a focused experience
In 2022, I revisited the FastTrack landing page to identify areas for improvement. I found that the page was long and overloaded with information, potentially overwhelming users and making it difficult for them to focus on tasks. To address this, I explored different layout options to create a more focused experience, making it easier for users to find the information they needed while enhancing satisfaction and engagement.

After conducting another usability test, we implemented a fixed side navigation, allowing users to focus on individual categories for a more streamlined experience.
outcome
Scalable design: Self-serve guidance is now the primary content on the landing page, which allowed the team to add 33+ additional guidance and accommodate more guidance in the future.

Organized experience: The landing page was redesigned to provide more structure, which made it easier for users to navigate and focus on relevant content. This led to an increase in the chances of users achieving their goals, as well as a threefold increase in customers, an increase in customer resubscriptions, and more clicks on each guidance.

Consistent experience: By updating the interface to match the design language, we were able to create a cohesive and visually consistent user experience that delivers a seamless journey, leading to higher conversions and usage rates.