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The Azure portal is a web-based, unified console that provides an alternative to command-line tools. With the Azure portal, users can manage their Azure subscription using a graphical user interface. They can build, manage, and monitor everything from simple web apps to complex cloud deployments in the portal.

Since I joined Microsoft, I led multiple projects helping Azure users to onboard, learn, and discover the services that might interest them, so that to increase the activation/conversion/retention rate of Azure services.

Azure Quickstart Center

After signing an enterprise agreement, customers take several months to multiple years to complete their Azure environment set up due to the complexity of Azure and cloud technologies due to a steep learning curve.

The Azure Quickstart Center (AQC) is a in-portal experience designed for new customers to learn Azure services and accelerate their cloud deployment with confidence.​ However, the current AQC still has a lot of room to improve in terms of both usability and functionality. Since I joined Microsoft in 2022, I have led several projects to reshape the AQC experience step by step.

Stage 1: Problems and Opportunities

Together with the PM and researcher, we synthesized both the qualitative and the quantitative data collected from various channels, and defined the following key problems and design opportunities.

trial landing page

Previous AQC

Design Highlights

Through iterative designs, we tackled the final design solution for the whole user journey from user awareness, learning, to service activation.

Add surface on Azure trial landing page

In order to enhance the visibility and accessibility of AQC within our target audience, we added an AQC surface on Azure trial landing page - the landing page specifically for Azure trial users, in order to effectively introduce and promote AQC to those who might benefit from it the most.

trial landing page

Step-by-step checklist to help users onboard

In order for new users to onboard quickly and grasp the concepts more effectively, we created a clear and organized sequence of tutorials for users to learn. Users will have a clear path to navigating the content designed to help them get started.

checklist

Curated video tutorials and visuals

Provided curated video tutorials supplemented with visual graphs and documentations to help users better engage with the content and accelerate the deployment.

tutorials

Impact

The metrics shows positive impact on both users' attitude and behavior

  1. Both activation and conversion rate increased significantly. Conversation rate for free trial to PAYG increased by 41% consistently over three-month measurement window.
  2. The AQC returning user rate increased about 30%, showing an overall user engagement increase.

Stage 2: New challenges and opportunities

As AQC continues to gain visibility and influence across Azure, several teams have approached us to integrate their services into AQC, aiming to boost their service activation. After thorough discussions with our PM and researchers, we've decided to introduce "templatized solutions" to AQC—templates that enable the creation of interactive deployments using multiple individual services. This presents both new challenges and exciting opportunities.

Design Highlights

TThrough iterative designs, we tackled the final design solution for the whole user journey for users to get started to learn Azure, create their services, and gain deeper knowledge about Azure.

Add a landing page

The new landing page for AQC is organized into three sections: Get Started, Create, and Learn & Optimize. These sections reflect the user's journey through AQC in a sequential manner, providing a clear and concise overview of what the platform offers and helping users quickly understand the value they can gain from it.

trial landing page

Easy and clear navigation

The Table of Contents (TOC) menu on the left provides clear navigation, making it easier for users to find what they need. In the "Create" section, individual services and templated solutions are distinctly separated. Similarly, in the "Learn & Optimize" section, text-based guides and video-based trainings are clearly organized, ensuring that the content is easy to locate and navigate.

trial landing page

Measuring success

The second stage of the project is still under implementatiion. The targeted key results is as follow:

  1. Increase in user engagement, which can ven shown by user return rate, task success rate, etc.
  2. Increase in conversion rate from trial to PAYG

Azure welcome experience

Currently we don’t know the goal or role of users as they sign up to Azure. This makes it hard for our team to serve targeted content both in portal, as well as via email marketing to help those users graduate to next steps in adopting Azure.

Therefore, our team wants to introduce an experience to gather this information from first-time users, followed by an onboarding tour.

Needs & Opportunities

Together as a team, we defined the new needs for a welcome experience that:

  1. Invites users to engage with content
  2. Feels welcoming and celebrates users’ first time Azure journey
  3. Captures who the users are and what they are hoping to achieve with Azure to enable personalized experiences throughout the portal

Concept Explorations

After initial concept explorations, we narrowed down to 3 concepts for qualitative study to identify pros and cons for each of the them.

  1. Survey question combined with welcome tour modal, shown as a blocking popup
  2. Survey question combined with welcome tour, presented as full screen
  3. Survey question combined with registration flow, shown after completing registration

Modal

modal

Full-screen

fullscreen

Registration flow

registration flow

Design Highlights

We conducted user study for the above 3 concepts and decided to move forward the fullscreen experience as it is the most preferred one.

Step 1: Welcome page

Participants liked the welcoming page as the first step as it was welcoming and readable, and the progress bar below gave them an expectation on how long this welcome experience would take.

welcome page

Step 2: User intent selection

Once completing the first step, participants will be asked to select their intents at Azure. They are allowed to select multiple intents. And for each intent, they are able to read a tooltip for more clarification.

user intent survey

Step3: Onboarding tour

In the end, they’ll see a summary of Azure’s key features and be able to go through the welcome tour to have a quick understanding of how to use Azure.

welcome page

Impact

The metrics shows positive impact on both user’s attitude and behavior:

  1. Increased welcome experience engagement rate by 20%
  2. The survey submission rate is 8.77% which is way higher than our typical 2% and 3% we get for NPS.

Next Step

After launching of this project, we also have a plan for the next step:

  1. Show personalized content using collected intents
  2. Explore different surfaces on Azure portal such Trial landing page, Azure Quickstart Center, All Services, etc.
  3. Collaborate with partners to consume data on partner-owned surfaces.