Overview

At Microsoft Outlook O365 team, I was tasked with working on a lightweight CRM for small businesses to keep track of their contacts during the sales process. To compete against Google & Salesforce and become the #1 cloud client, Microsoft needed a sales tool for small businesses in their email.

To comply with my non-disclosure agreement, I have omitted confidential information. All information in this case study is my own. Final images are not the images I designed.

Role

Contractor as Product Designer for Outlook O365 team in Mountain View, CA for 8 months. Responsible for ensuring Microsoft brand consistency throughout the app. At the time I was a designer, we were at the early-mid stage of the app.

Team

2 UX Researchers, 10+ Engineers, 5+ PMs, 3+ Product Designers

Problem

Users need to keep track of their contacts in Outlook

Solution

Outlook Customer Manager for O365 Business Premium for 50+ millions of users. Lightweight CRM app plugin for Outlook and iOs app with the ability to organize customer information like Contacts, Deals, and Companies with Tasks/Reminders

The mockups listed are the official screenshots of the final product, not of what I worked on at the time when I contracted.

Action:

  1. Lead design vision and create an end-to-end experience from ideation, wireframes, user research, and visual/interaction mockups.
  2. Contribute to the creation of the design system and interactions.
  3. Ensure design deliverables during 2-week sprints 
  4. Designed wireframes and high fidelity user flows with Microsoft branding guidelines and UX Outlook patterns.
  5. Collaborated closely with 10+ engineers to discuss features & figure out what was possible within the product roadmap.

After getting looped in with 2 Lead Designers, I was tasked with working on the iOs app and Outlook plugin for Outlook Customer Manager. I worked on mockups for engineers and interactions/storyboards for PMs to show how the users would be experiencing the app.

I joined when the branding and patterns were starting to be put in place and some interactions/mobile UI layouts were almost finalized. I worked on these parts of user experience design on mobile/desktop plugin for:

  1. Contacts profile
  2. Company profile
  3. Deals profile
  4. Tasks list
  5. Welcome/Onboarding screens

While designing interactions, I still had to decide on which UX patterns to put into the app. There aren’t too many iOS apps in the Microsoft family, so we’d test what was built previously and test, while also considering Android vs iOS patterns like buttons, headers, calendar widget, sliding functions, and more.

How I contributed

  • Released with O365 for millions of users
  • Increased users, customer satisfaction, and efficiency for O365
  • Customers no longer had to use 3rd party apps or connect software

Microsoft CRM


ClientMicrosoft OutlookYear2015 (Released in 2017)ServicesUX+UI