Role

Product Designer

Team

Product Manager

Design Manager

AI Engineers
Designers

@2025

What is Orbit?

Orbit is an AI-powered productivity tool for Microsoft product managers, built into Microsoft Teams and powered by Azure AI. Developed as a capstone project in collaboration with Microsoft, Orbit centralizes PMs’ workspaces, provides real-time visibility into team activities, tailors personalized communications, and reduces manual status updates.

My Role

Led Contextual Inquiries

Led Usability Test

Create User Flows, Wireframes, Prototypes

Led Design Iterations

My Impact

  1. Conducted 15+ PM interviews in 6 weeks, synthesizing insights into personas and user journeys.


  1. Designed, iterated, and prototyped the core user flow in Figma within 3 weeks.


  1. Earned strong approval from Microsoft stakeholders for reducing manual reporting and improving alignment.

What did I do?

JAN

APR

Problem Scope

Desk & Generative Research

Gap

Analysis

01

external link

User

Interview

02

Persona &

User journey

03

Don't worry! All content is included as you scroll—but feel free to jump to the section that interests you most.

How do I know I did a good job?

Problem

Scoping

Problem Scoping

What are Microsoft PMs struggling with?

From our initial desk research, we mapped out general pain points that PMs often face. We now aim to understand which challenges Microsoft PMs encounter most in their day-to-day workflows and tools.

1

Generative Research

We conducted generative research with 6 Microsoft PMs, whose experience ranged from 3 to 15 years, starting with a mind-mapping session followed by contextual inquiries.

Mind Mapping (15min)

We prompted PMs to map out their product roadmap creations flows including tools, and areas where challenges occur. Through this, we:

  1. Helped PMs introspect more deeply on their product roadmap workflows.

  1. Mapped behavioral patterns & workflow insights visually.

Contextual Inquiry (30 - 45min)

We then proceeded with an interviewing focusing on the mind map where we:

  1. Validated pain points in roadmapping & prioritization

  1. Define tool gaps & opportunity areas

  1. Define stakeholder communication challenges.

  1. Discover opportunities for AI integration.

See more details of generative research

2

Persona & Painpoint

Through generative research, we identified PMs’ pain points and synthesized them into clear behavioral patterns, meet Paula—a persona that embodies these challenges and guided our design decisions.

Persona

Paula Matthew

Senior Product Designer @Microsoft

About

38

Bay Area

14 years of experience

Cyber Security Product

Key Responsibility

  1. Define Strategic Product Vision and Long-Term Roadmap.

  1. Oversee End-to-End Product Lifecycle Management.

  1. Lead Cross-Functional Team Alignment and Collaboration.

  1. Develop and Execute Go-to-Market (GTM) Strategies.

  1. Drive Data-Informed Decision Making and KPI Tracking.

Paula's Day

PHASE

9:00

Daily

Standup

10:00

Strategic

Planning

12:30

Product

Launch Prep

15:30

Leadership

Update

17:00

Work

Distribution

ACTION

Lead the standup with stakeholders to track progress.

Create roadmaps, prioritizing user needs with Microsoft’s goals.

Work with marketing teams to craft product positioning.

Communicate product updates to leaderships.

Allocate tasks across teams based on priorities and resources.

PAINPOINT

Time wasted manually chasing updates.

Scattered information sources slow down the roadmapping.

Conflicting stakeholder priorities make team alignment difficult.

Inefficient to consolidate information from multiple tools and teams into reports.

Hard to estimate capacity and allocate resources due to limited cross-team visibility.

See more details of user persona & user journey

Ideation

How can we help with those pain points?

With the pain points identified, I explored solutions with scalability and scope in mind—considering how to support PMs across different teams and focuses, and what tradeoffs might be required.

HMW Scope

HMW Scope

1

Concept Exploration

After a round of brainstorming and using the 8x8 ideation method, we generated 30 ideas and grouped them into three key categories through an affinity mapping exercise.

Workload Intelligence

Multi-Agent Automation

Role-Based Communication

2

Concept Down Selection

We then evaluate our concepts using design principle check, and narrow down to our final concept:

Hover to revisit our process!

User Value

Does it solve a real pain point or help PMs?

Usability

Can it integrate well into PMs' real workflow, or will it add friction?

Opportunity

Does it make smart use of AI, beyond just automation?

Technical Feasibility

Do we have the data, APIs, or capability to build this?

Final Concept

An AI-powered assistant that gathers updates across tools, summarizes key information, and sends tailored nudges to stakeholders—reducing manual check-ins, streamlining communication, and keeping teams aligned.

Onboarding

Main Flow

3

Concept Validation

After presenting our user flows to Microsoft product managers and the design director, we received strong validation for our concepts.

Why use a chat-based workflow?

Why build it in Microsoft Teams?

How is it different from Copilot?

Why use a chat-based workflow?

Why build it in Microsoft Teams?

How is it different from Copilot?

Ananya Patel

Product leader of Microsoft Azure AI

Product leader of Microsoft Azure AI

Product leader of Microsoft Azure AI

11:14 AM

You’ve clearly thought through API rate limits, permissions, and data residency issues, which are often overlooked at this stage…

it actually feels like something we could roll out at Microsoft scale…

Ethan Miller

Design director at Microsoft consumer app

Design director at Microsoft consumer app

Design director at Microsoft consumer app

12:48 PM

It respects how PMs already work. Instead of forcing a new workflow..

It really stands out from other products by being proactive… I can see this being integrated into PMs workflows smoothly…

Design

Process

Design Process

How the concept came to life?

We brought our concept to life—starting with wireframes, testing with PMs, and evolving into an interactive prototype. After two rounds of feedback and iteration with 12 PMs, we landed on the final design

1

Design Iteration 1 - wireframe

I mapped the flow for one task—following up with stakeholders—focusing on the chat content as a starting point.

1

Proactive Task Sorting

With integrated tools, Orbit surfaces what needs a PM’s attention and prioritizes it for them.

2

Full Project Context

3

Suggested Next Steps

4

Role-based Update

5

Editable Report

Click to follow

1

Proactive Task Sorting

With integrated tools, Orbit surfaces what needs a PM’s attention and prioritizes it for them.

2

Full Project Context

3

Suggested Next Steps

4

Role-based Update

5

Editable Report

Click to follow

2

Cognitive Walkthrough

With our concept and wireframes, we ran semi-structured cognitive walkthroughs with PMs to gather feedback and refine our designs.

Objective

Validate feature usefulness, flow clarity, and content effectiveness.

Methodology

Scenario-based tasks and think-aloud interviews.

Participant

6 PMs from diverse product teams.

Participant Feedback

Unclear UX Writing

‘Alert’ suggests something urgent, but the green item doesn’t feel that important, so the label is misleading.

Information Overload

Seeing so many alerts with so much detail at once feels overwhelming and hard to process.

Navigation Between Alerts

There are alerts, each with follow-ups. After resolving one, it’s unclear how to move to the next in the chat flow.

Unclear Information Source

It feels less trustworthy when I don’t know where the information is coming from.

3

Design Iteration 2 - Mid-fi Prototype

Based on feedback, I iterated on the design, focusing particularly on improving the homepage.

Design Highlight

Trim Over-communication

I changed “alert” to “to-do” for a more neutral tone and cut down content by keeping only value-adding sentences.

Hover-to-Reveal Details

Cut Down the Overwhelm

Click to follow

Trim Over-communication

I changed “alert” to “to-do” for a more neutral tone and cut down content by keeping only value-adding sentences.

Hover-to-Reveal Details

Cut Down the Overwhelm

Click to follow

Chat History as Task Map

I redesigned chat history into a task navigation, giving PMs a hierarchical view of all surfaced tasks, their status, and progress.

Real-Time Status Update

Hierarchical Task Flow

Chat History as Task Map

I redesigned chat history into a task navigation, giving PMs a hierarchical view of all surfaced tasks, their status, and progress.

Real-Time Status Update

Hierarchical Task Flow

4

Usability Testing

We then conducted usability testing with our updated prototype and flow with 6 Microsoft PMs. This time the feedback is more granular, more around the

1

Tradeoff Between Simplicity & Awareness

Users want the right balance between a clean (not overwhelming) look and a comprehensive view of priorities in home page.

1

Tradeoff Between Simplicity & Awareness

Users want the right balance between a clean (not overwhelming) look and a comprehensive view of priorities in home page.

2

Unclear Visual Cue in Navigation

Users want clear progress tracking with obvious visual cues in the side navigation.

2

Unclear Visual Cue in Navigation

Users want clear progress tracking with obvious visual cues in the side navigation.

3

Lack of Control Over Message Delivery

Users want flexibility and control in communication—editing messages, changing recipients, and choosing between email or messaging.

3

Lack of Control Over Message Delivery

Users want flexibility and control in communication—editing messages, changing recipients, and choosing between email or messaging.

4

User Needs in Smart Scheduling

Users want scheduling that is automated, context-aware and transparent.

4

User Needs in Smart Scheduling

Users want scheduling that is automated, context-aware and transparent.

5

Final Prototype

We then conducted usability testing with our updated prototype and flow with 6 Microsoft PMs, we then received following feedback:

Design Highlight

Split to-do and notification by impact

Provide real-time task tracking & updates

Smart scheduling across stakeholder calendars

Provide reassure with 'sent' status

Reflection

What did I learn through out the process?

This was my second time designing a chat-oriented human-AI productivity tool. Since it was an end-to-end experience, I gained many new insights.

1

Power of UX Writing

I used to spend most of my effort mapping user flows into user inputs and system outputs, but I’ve learned that wording matters just as much, especially in conversational design. A single word can change how users perceive and respond.

2

Not to Overcommunicate

It’s easy to assume we should guide users step by step, but what they need, when they need it, how and where it’s presented must be carefully considered. I learned to turn these concerns into interview questions, and user feedback directly shaped my design decisions.

3

Importance Studying User Mental Model

In UX, gap analysis often focuses on what existing products lack, but it’s equally important to understand users’ mental models. With AI-powered tools especially, users develop familiar interaction patterns, and aligning with these reduces cognitive load.

4

Designing with AI

Before designing, I need to define the level of automation we want to provide. In collaborative tools, it’s critical that users feel in control—‘I’m using AI to achieve this,’ not ‘AI is doing it for me.’ Transparency and confirmation inputs help reinforce that sense of ownership.

©2025

Product & UX designer

Get In Touch

yixinwang.sakura@gmail.com

©2025

Product & UX designer

Get In Touch

yixinwang.sakura@gmail.com