Microsoft

Technology, Artificial intelligence

Microsoft Copilot is a powerful tool built into the M365 suite. It’s designed to help you work smarter by offering helpful suggestions, organizing information, and even drafting content when you need a hand. 

The Challenge

As Microsoft continues to scale the capabilities of its AI-powered Copilot, ensuring a seamless, user-friendly, and intuitive experience is a top priority. This means rapidly validating design concepts, gathering real user feedback, and communicating insights across global stakeholders located in North America, Europe and Asia.

The Solution

To streamline their research efforts, the Microsoft team turned to PlaybookUX — an end-to-end UX research platform with powerful recruiting, conducting and analyzing capabilities. With PlaybookUX, Microsoft can:

• Recruit participants from a high-quality panel quickly and easily.
• Conduct research studies — including concept tests, usability studies, and moderated interviews, surveys and advanced UXR studies — directly within the platform.
• Analyze feedback with built-in tools that speed up synthesis and reporting.
• Collaborate seamlessly across functions, enabling designers, researchers, and PMs to contribute to research planning, analysis, and presentations.

The Outcome

The team uses PlaybookUX at every stage of the product development lifecycle. Whether it’s early-stage concept validation or fine-tuning high-fidelity designs, PlaybookUX supports their iterative research process. The team especially appreciates how

• Recruitment is frictionless, thanks to PlaybookUX’s vetted participant panel.
• Stakeholder presentations are a breeze — the platform makes it simple to compile insights and share findings across the organization.
• Collaboration is intuitive, allowing team members to work together in a centralized hub.

Since adopting PlaybookUX, the Copilot team at Microsoft has:

• Reduced research turnaround time by over 40%, enabling faster decision-making.
• Increased adoption of Copilot through building based on customer needs.
• Improved stakeholder alignment through clear, visual presentation of research findings.
• Increased researcher, designer and PM collaboration, leading to more user-informed design decisions.

In addition to the Copilot team, Microsoft has over 38 other teams leveraging PlaybookUX to gather and analyze customer insights.