Hi-fi prototype + interactive prototypes + user flows + usability study + design led A/B testing

@Microsoft

Figma, Copilot, userzoom

Product designer

Title

Time

My main contribution

Company

Tool

2023 Feb - 2025 Feb

Design a new Linux workload creation experience

What did I do?

I worked as product designer in Azure core

I built on Azure portal: a cloud provider interface used by 200 million active users

I designed latest experience on scenario-based workload creation called Executable doc

I designed

Project background

Why building Linux workload creation

Azure architecture comprises two principal systems: Linux and Windows

70%

User running cloud using Linux

15%

Service are related to Linux on Azure

70% of potential customers can only use 15% Azure service

To achieve growth

To convert more new users: we need a service support Linux, providing an easy on boarding experience and building Linux ecosystem.

Project initiative

How to better serve our Linux users

User painpoint

Multi-cloud users and newcomers to Azure often spend hours navigating extensive documentation and independently learning and testing workloads. As a result, they often end up feeling confused and frustrated throughout the process.

Business incentive

“Azure is widely known for Windows-based deployments. To demonstrate its versatility as a comprehensive development platform, we aim to showcase available options and offer tailored workloads for Linux users, driving product growth.”

Personas

Who are we designing for?

Previous experience

This is what currently on boarding looks like

⚠️

Reading through countless documents can be overwhelming.

Learning without hands-on experience in deploying workloads makes it even more challenging.

Competitive study

How well did our competitor do?

Most competitors lack workload-based deployment during onboarding

However, they outperform Azure in educating users by providing full context and actionable deployment guidance

Generative study

We research on what's the determining factor for user retention rate

When a new user deployed a task within their first 20 minutes in Azure portal

+12%

User conversion rate

+25%

More satisfied with the experience

+30%

User learn about Azure better

Design goals

What to improve with design

Learn as they go

  1. Users can deploy workloads when they are learning about Azure

  2. Users can find the right packaged workload based on their needs

Fast deploy

  1. Break a long deployment into steps -- easy to learn and process the information

  2. Provide summarized documentation on each step as they go

From MVP to North Star

Design iteration in phases

Product development was optimized by structuring design in phases.

For successful rollout, our approach needs to establish an educational journey from start to finish.

The users begin by understanding Azure's potential, and then transition to ideating based on their requirements.

We've constructed a web page:

  1. Selecting workloads

  2. Initiating deployments

  3. Confirming successful deployment

From MVP to North Star

Selecting workload page

This page allows users to explore what Azure offers and find the best match for their needs.


Users can quickly preview and understand all available options presented in a grid format.

Deployment selection page

From MVP to North Star

Crucial milestones on deployment page

Due to restrictions on the engineering team, the deployment page was designed and rolled out gradually, based on technical feasibility. We shipped it in phases to gather quick feedback from users.

In this stage, we aim to achieve one-click deployment, aligning with the ‘fast deploy’ design requirement.

Deployment page first version (shipped 2023)

One click deployment

Hover over to view details

Usability study

Quick feedbacks from users

We conducted another round of usability study with first version of deployment page, using user feedbacks to lead our design decisions

User feedback

❤️ They responded positively to seeing the terminal and quickly deploying workloads.

⚠️ They want a clearer understanding of the process, greater transparency, and more control over the deployment

In this stage, after implementing one-click deployment, we focus on guiding users through the process by breaking down the workload into clear steps.

Deployment page second version (shipped 2024)

Step by step deployment

Hover over to view details

From MVP to North Star

Deployment page North Star version

North Star version combined previous two versions and feedbacks from the research study

From MVP to North Star

Features break down

Here is design reasoning on each component in North Star design. It was inspired from the previous study and tested with our potential customers.

Left ToC

Search

Basics

Create a resource group

Create a virtual machine

Enable Azure AD Login for a Linux virtual machine in Azure

Store IP address of VM in order to SSH

SSH into VM

Users can use ToC to quickly navigate to the section they would like to see

Users can learn an overview of steps how to create this workload, a high level view or index



Usability testing I conducted indicating

users with previous different cloud provider experience are only interest in seeing that Azure is doing differently or some step with complex deployment to learn how to our expert code certain sections

Code block

Usability testing I conducted indicating

users want to practice when they’re learning the new workflow or product. This keep them engaging and showing full transparency of how our expert deploy the workload

Create a resource group

A resource group is a container for related resources. All resources must be placed in a resource group. The azure group command creates a resource group with the previously defined $MY_RESOURCE_GROUP_NAME and $REGION parameters.


Resource group name

myVMResourceGroup$RANDOM_ID

export RANDOM_ID="$(openssl rand -hex 3)"

export MY_RESOURCE_GROUP_NAME="myVMResourceGroup$RANDOM_ID"

export REGION=EastUS

az group create --name $MY_RESOURCE_GROUP_NAME --location $REGION

Run this step

Users can run the code in the code block live on the cloud shell, see the result in terminal and configure costumed parameters as they need to.

Users can learn how each step are done with descriptions in natural language with the code block (the best way to learn how to code than just reading the document)



Users can use run all to deploy the whole workload within one click, which will save them time without learning for hours to get started. They will be able to use all preconfigure data that will support them having a working workloads.

Our generative study shows

users are 15% more likely to stay and use the platform longterm if they can deploy something on the platform within the first 15 minutes they’re on the platform

Action footer

Run all

Get the source files

Give feedback

Terminal

Users can use terminal to trouble shoot real time

Users can learn what has been done/deploy on the steps and learn how long each step will take and what’s the terminal output



Usability testing I conducted indicating

Users like learning model as Jupiter note book. A real life feedbacks on what they deploy and that will help the learning and better sense of control

Requesting a Cloud Shell.Succeeded.

Connecting terminal...

Welcome to Azure Cloud Shell


Type "az" to use Azure CLI

Type "help" to learn about Cloud Shell


Your Cloud Shell session will be ephemeral so no files or system changes will persist beyond your current session.

Connie [ ~ ]$

Results and metrics

How did me measure success

In our earlier experimentation shown good conversions 5.2% bump which could translate in 18M LTV(lifetime value) for Azure

“This was really easy to use, and I even picked up some new tricks to make my deployments more efficient.”

— A happy customer at study

Next project

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