Microsoft | Skills Profile & Editor

Empowering enterprises to adopt a skills-based talent strategy

Empowering enterprises to adopt a skills-based talent strategy

Empowering enterprises to adopt a skills-based talent strategy

Overview

Skills is Microsoft’s new enterprise product aim to help organization leaders make strategic workforce decisions—spanning recruitment, internal mobility, and upskilling—using talent skills insights. It also delivers personalized skills experiences to employees across the Microsoft 365 platform.

In January 2024, I joined the Skills team to lead the design of core employee features, Skills profile and Skills Editor, from concept to launch.

My role

Lead Product Designer

Lead Product Designer

Lead Product Designer

The team

1 PM, 1 content designer, 1 researcher, 7 engineers

1 PM, 1 content designer, 1 researcher, 7 engineers

1 PM, 1 content designer, 1 researcher, 7 engineers

Timeline

Jan 2024 - Feb 2025

Private Preview: Jan - Aug 2024

General Availability: Sept 2024 - now

Private Preview: Jan - Aug 2024

General Availability: Sept 2024 - now

goal

Design a scalable Skills Profile & Editor MVP to drive employee engagement and lay the foundation for future skills experiences.

Design a scalable Skills Profile & Editor MVP to drive employee engagement and lay the foundation for future skills experiences.

Design a scalable Skills Profile & Editor MVP to drive employee engagement and lay the foundation for future skills experiences.

Outcome

Launched Beta Release (Sept 2024) and General Availability Release (Mar 2025).

Defined product direction, feature priority, roadmap, and design strategy.

Developed product vision in collaboration with a v-team.

Launched Beta Release (Sept 2024) and General Availability Release (Mar 2025).

Defined product direction, feature priority, roadmap, and design strategy.

Developed product vision in collaboration with a v-team.

Launched Beta Release (Sept 2024) and General Availability Release (Mar 2025).

Defined product direction, feature priority, roadmap, and design strategy.

Developed product vision in collaboration with a v-team.

Impcats

Achieved a 167% increase in engagement depth, improved usability, alleviated AI trust concerns, and improved user retention.

Successfully secured leadership buy-in and cross-team collaboration to expand Skills from Viva to the M365 platform, scaling reach from thousands to millions of users.

Private Preview: Jan - Aug 2024

General Availability: Sept 2024 - now

Private Preview: Jan - Aug 2024

General Availability: Sept 2024 - now

What's the problem?

Skills platforms help org leaders and HRs gain talent skills insights to make strategic workforce decisions — such as recruitment, internal mobility and upskilling — while enabling employees to keep track of their skills. However, customers often struggle with low employee engagement on existing skills platforms, resulting in insufficient and inaccurate skills data, limiting the ability to generate meaningful insights that drive business success.

This was the biggest pain point with existing skills platforms on the market. When I joined the Skills team, we identified our competitive advantage in leveraging AI and broad Microsoft touch points to drive employee engagement in creating and maintaining their Skills profile. With our AI inferencing backend in place, my role was to bring this vision to life for end users.

Discovery - Breakdown of the problem

I started with customer calls and competitive analysis to understand the key reasons employees don’t engage with existing skills platforms in the market:

🫠 Lack of incentives

🫠 Lack of incentives

🫠 Lack of incentives

Employees don’t see the value in creating and managing a skills profile, as it is not connected to their growth, performance, or daily work.

⛓️‍💥 Not integrated into daily workflow

⛓️‍💥 Not integrated into daily workflow

⛓️‍💥 Not integrated into daily workflow

Current platforms are typically standalone apps, disconnected from the tools employees use daily, leading to poor discoverability.

📝 Tedious manual effort

📝 Tedious manual effort

📝 Tedious manual effort

Current solutions require extensive manual input, making the experience tedious and discouraging user engagement.

😩 Poor UX

😩 Poor UX

😩 Poor UX

Current solutions lack a good user experience, making engagement feel like a burden rather than a benefit.

"Creating my skills profile feels like another admin task …I don't see why I would do it when I have a job."

- quote from an employee user

Opportunities

We identified the opportunities to drive employees engagement:

  • Reducing manual input with AI inference based on job title, user activity across M365.

  • Integrate skills management into the tools employees use everyday to increase discoverability

  • Make experience more engaging and rewarding

  • Long term: Motivate users to create skills profile by providing high-value scenarios (learning, career growth, networking opportunities)

Through product planning sessions, our team defined the strategy and roadmap, identifying key goals for each product phase.

Case studies of the 2 releases

Beta Release

Skills homepage

Skills homepage

Skills homepage

A stand-alone Skills homepage to drive users add skills they have, with additional ability to select skills they want to learn and manage skills more granularly.

General availability (GA) Release

Skills editor in M365 Profile card

Pivoted the Skills homepage into a simplified editor integrated within the M365 Profile surface, enhancing discoverability and expanding reach to a broader user base.

Beta Release Final Design

High-level goals for Beta Release

Create a beta version Skills employees homepage with the following goals:

🌟 Communicate product value

🌟 Communicate product value

🌟 Communicate product value

How might we communicate the value of Skills to incentivize users given the constraints:

  1. No resource to support an onboarding flow

  2. Limited high-value offerings in Beta release

🤸‍♀️ Drive engagement

🤸‍♀️ Drive engagement

🤸‍♀️ Drive engagement

How might we drive users to create skills profile with the help of AI suggestions?

🧩 Ensure scalability

🧩 Ensure scalability

🧩 Ensure scalability

How might we develop a scalable foundation and design pattern that supports future scenarios on Skills homepage and keep coherence across different surfaces?

⏰ Launch within a tight timeline

⏰ Launch within a tight timeline

⏰ Launch within a tight timeline

To catch up with a Microsoft-wide marketing moment, we need to launch the Beta Release in 5 months, leaving only 1.5 months to finalize the design from scratch.

Challenge 01

Navigate ambiguity on a tight timeline

At the outset, we aimed to include a wide range of features in the release—profile creation, skills proficiency, and skills learning—while designing for future scalability into skills insights, career growth, and network scenarios.

I began with low-fidelity explorations of the Skills homepage to visualize these directions. However, without a clear and aligned product positioning, making informed design decisions was challenging.

Despite a tight release timeline, we faced significant ambiguity:

  • Unclear product vision

  • Lack of alignment on feature priorities and scope

  • Uncertainty around key feature feasibility due to dependencies on partner teams

  • Unclear user discovery point due to an undefined product platform

Approach

Driving clarity & alignment through cross-functional design workshops

To create clarity for our team, I facilitated a cross-functional workshop with leadership, product managers, engineers, researchers, and content designers. This workshop helped establish a common ground, align our goals and priorities, and set clear design directions.

Product Vision

For employees, Skills is a horizontal service across Microsoft touch points, providing employees bite-size skill experience in the flow of work.

Product Platform

We were still uncertain about where Skills would reside, with potential platforms including the Viva Home app, Viva Learning app, M365 Profile Card, and M365 apps page.

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Design Direction

Given the time constraints to launch and the uncertainty around the product platform, we designed the Beta experience as a standalone web page while ensuring scalability for future integration as a horizontal service.

Feature Priority for skills profile

P0: understand the value of Skills

P0: select skills to create profiles

P1: select skills user want to learn

P2: select skills proficiency

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Design Direction

A clearer key Jobs-to-be-done with a prioritization over value education & current skill selection.

Design workshop

Key Jobs-to-be-done

Layout iteration

Scroll ↔

Design decision

We went with 1-column layout on the landing page to prioritize suggested skills confirmation task, provide a more guided flow without an onboarding and introduce P1 & P2 features progressively in the second page.

The design followed the Viva and Fluent design language, incorporating color, gradients, icon styles, illustration, and card components for consistency.

Beta release

Final layout design

Skills home page

Skills management page

Challenge 02

How might we simplify the skills concepts and encourage user to confirm, dismiss and add skills?

From a backend and leadership data perspective, there are four distinct skill types, each serving as a valuable data point for generating workforce insights.

Skill framework

V0 design

Individual confirmation UX resulted in a low number of skills being confirmed or dismissed

In the POC design, we simply enabled users to confirm or dismiss skills individually.

However, internal testing with private preview users revealed that, on average, users confirmed only 6 skills, with very few dismissing any.

To improve AI-driven personalization, we aim to increase the number of confirmed skills while also encouraging users to dismiss irrelevant ones, helping refine our AI inferencing for a more tailored experience.

V1 iteration

Confirm/dismiss a batch of skills with follow-up flow

I explored a flow that allow users to select skills they have, and click button to confirm or dismiss a batch at ones. In addition, I added the required features — skill proficiency, skill visibility and learning interest in a follow-up flow.

What worked: The batch confirm interaction encouraged users to confirm more skills.

What didn't work: However, the flow proved too complex for users to complete—especially without a guided onboarding experience or a high-value scenario as an incentive.

V1 Iteration

Scroll ↔

Further iterations for batch confirm & dismiss

Final design

Batch confirm and individual dismiss

"Compared to other ones I've used… I think this is so much better because it's very simple and intuitive… I never had to look for longer than 10 seconds."

Participant from user testing

Outcome

A simple, intuitive experience that increased the average number of confirmed skills by 167%.

In collaboration with user researcher, we conducted 2 rounds of usability testing — the 1st testing using click-through prototype with 10 external participants while the in 2nd testing we tested the live site with 8 internal participants.

User testing showed that giving users control over AI and their personal data significantly enhances their confidence and trust in our product. By ensuring transparency and user autonomy, we create a more trustworthy and user-centric experience.

What It Did Well

  • Usability: Overall, most participants found the experience to be "intuitive" and "easy to use" with an overall ease-of-use rating of 4.7/5.

  • Willingness to use: 13/18 participants mentioned they found this experience to be valuable and would use it personally.

  • Improved data for confirmed and dismissed skills: Usage telemetry showed that since Beta Release, the average number of skills confirmed increased to 16 compared to 6 previously.

User testing showed that giving users control over AI and their personal data significantly enhances their confidence and trust in our product. By ensuring transparency and user autonomy, we create a more trustworthy and user-centric experience.

💪 What Can Be Improved

  • Discoverability: As a standalone website, the experience lacks clear entry points, making it difficult for users to find.

  • Disconnected Experience & Unclear Value: Users add skills on this site, but those skills appear separately in the M365 Profile Card and Viva Learning. This siloed experience makes it hard for users to understand the value of adding skills.

  • More context about AI: Many participants desired to know more about how their data is used by AI and why certain skills are suggested

User testing showed that giving users control over AI and their personal data significantly enhances their confidence and trust in our product. By ensuring transparency and user autonomy, we create a more trustworthy and user-centric experience.

The pivot for ga release

Building on strong customer feedback from the Beta Release, we made a compelling case to partner with the M365 Profile team and integrate Skills editing into the profile card—a highly visible surface across the M365 ecosystem. This integration enhances discoverability and creates a more seamless, connected experience.

Additionally, our leadership team proposed making users' suggested skills visible on their profiles to others, further encouraging them to verify and edit their skills and driving insights value for org leader users.

High-level goals for GA Release

🛠 Transform Skills homepage into M365 Profile Card editor

How might we reuse the design component to speed up development while ensuring a great user experience in a much smaller surface?

🤸‍♀️ Driving user engagement and maximize data value for leaders

As org leaders are the buyer of Skills, how might we further drive employees engagement so that leaders gain workforce insights?

💜 Building User Trust in AI

User testing feedback revealed that users want more transparency on how AI utilizes their data to generate skill suggestions.

🧩 Ensuring scalability

🧩 Ensuring scalability

🧩 Ensuring scalability

How might we develop a scalable foundation and design pattern that supports future scenarios on Skills homepage and keep coherence across different surfaces?

Define

Defined product direction through research-backed design iteration & storytelling

I explored a range of low-fidelity concepts based on the pivot requirement. After reviews, our team was divided between two key approaches for setting up a skills profile and its core functionality:

  1. AI-Generated Public Skills Profile: AI automatically generates a public skills profile, allowing users to select top skills, add new ones, or remove any. This approach minimizes manual effort while enabling users to prioritize their most relevant skills.

  2. AI-Suggested Skills for Verification: AI presents suggested skills for users to review and verify, distinguishing between verified and unverified skills on the public profile. This approach ensures accuracy and credibility while giving users more control over their profile.

Both approaches have trade-offs, balancing between org leaders' data value, employees manual effort and their control & trust.

2 approaches for skills profile

research

To help define product direction, I negotiated time to conduct user research. In collaboration with a UX Researcher, we gained evaluated the benefits and risk of the 2 skills profile curation approach, and assessed users reactions and concerns to unverified, AI-generated skills profile.

Methods

Moderated interviews with using clickable Figma prototype

Participants

9 enterprise M365 information workers

Time

One week

Private Preview: Jan - Aug 2024

General Availability: Sept 2024 - now

Private Preview: Jan - Aug 2024

General Availability: Sept 2024 - now

Research Findings

Verification is seen as a crucial first step for trust and accuracy, with a strong desire for post-verification customization.

Users appreciate AI efficiency but expect full control over decisions. Verification is seen as a crucial first step for trust and accuracy, with a strong desire for post-verification customization.

"Getting everything right and minimize any wrong information is more important than getting partial high-value information…"

"… AI is helpful, but it should not decide things for me."

"If I lose trust, you will never see me come back"

"Getting everything right and minimize any wrong information is more important than getting partial high-value information…"

"… AI is helpful, but it should not decide things for me."

"If I lose trust, you will never see me come back"

"Getting everything right and minimize any wrong information is more important than getting partial high-value information…"

"… AI is helpful, but it should not decide things for me."

"If I lose trust, you will never see me come back"

Design principles

Establishing design principles to guide us forward

Based on user insights and business priorities above, I established design principles to document our decision making, creating a clear framework for future decision-making and ensuring consistency and alignment within the team. These principles helped:

  • Streamline Decision-Making – By setting clear guidelines, the team could quickly evaluate design choices, reducing ambiguity and enabling faster iteration.

  • Enhance Cross-Team Alignment – The principles served as a shared foundation for designers, PMs, and engineers, ensuring that everyone worked toward the same vision.

  • Improve UX Cohesion – By maintaining consistency across features, we created a more intuitive and seamless experience for employees interacting with the AI-driven skills platform.

Design principles

GA Release Design

Handed-off in Feb 2025

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Design highlight

Simplify skills into two types—verified and unverified—with clear visual distinction.

Design highlight

Prioritize the key job-to-be-done. Establish a clear visual and action hierarchy.

Design highlight

Enable users to verify a batch at 1-click

Outcome

Most participants in the 2 rounds of user testings perceived the verifying UX to be intuitive, clear and simple.

Design highlight

Provide additional context on demand to build trust without overwhelming users

Design highlight

Build trust with AI through transparency by showing users how their data is used and providing ways to learn more about AI.

Highlights

User research revealed that transparency are key to building trust in AI.

To address this, we provide essential context upfront without overwhelming users, using progressive disclosure to surface deeper insights only when needed. This ensures transparency for those who seek more information about AI usage, data privacy, and visibility.

Outcome

Post-release user testing showed strong positive reception, with most participants appreciating the ability to view skill sources at a glance. Many noted that this feature resolved their concerns about AI, reinforcing their trust in the system.

Human in control

Ensure users can control how their data is used

User testing showed that giving users control over AI and their personal data significantly enhances their confidence and trust in our product. By ensuring transparency and user autonomy, we create a more trustworthy and user-centric experience.


Outcome

From user testing, all participants appreciate the easy discoverability of settings related to privacy and use of AI. Many noted this help them feel more confident about using this product.

User testing showed that giving users control over AI and their personal data significantly enhances their confidence and trust in our product. By ensuring transparency and user autonomy, we create a more trustworthy and user-centric experience.

Outcome

From user testing, all participants appreciate the easy discoverability of settings related to privacy and use of AI. Many noted this help them feel more confident about using this product.

One step further

Reorder skills

Research revealed that while users are willing to sacrifice the "Select Top Skills" feature in favor of "Verify Skills," they still want a way to customize and prioritize certain skills. To address this, I proposed a reordering feature as a fast-follow solution to meet user needs.

With reordering feature, org leaders can also get more valuable insights.

Final design prototype

Moving forward

Personalized skills experience in the flow of work

A dynamic, hover-activated skills card integrated across M365, enabling users to discover, learn, and verify skills seamlessly within their workflow.

Vision

Vision design for the future of skills-based experience, creating real value and foster deep engagement

Creating an intuitive and clear skills-editing experience is just the first step. To truly drive employee engagement, we need to deliver value-added experiences—such as skills-based learning, internal job recommendation, skills-share learning community and mentor matching and so on.

During the Microsoft Hackathon in September 2024, I partnered with another designer and our engineering team to build a career roadmap experience in just three days. Leveraging Skills Intelligence, our goal was to help employees identify key development areas, track progress, and connect with relevant growth opportunities—empowering them to navigate through their career paths.

Outcome

Delivered a user-centric experience that drives engagement, builds trust, and provides valuable workforce insights while expanding the product to high-impact surfaces, reaching over 345 million users.

  • Received strong user testing feedback. Our usability and fairness-focused testing showed that all participants found the experience intuitive, simple, engaging and easy to understand. Most participants mentioned they found this experience to be valuable and would use it. Notably, 7 out of 8 users found the skills source toggle helpful, increasing their confidence in AI.

  • Shaped a more user-centric, trustworthy, and intuitive product by advocating for end-user needs and concerns.

  • Foster cross-functional collaboration by introducing processes such as co-design workshops, establishing a design review cadence, and creating a shared framework for evaluating design.

  • Helped Skills move beyond Viva to M365 platform, increasing user base from thousands to 345M+.

"Compared to other ones I've used… I think this is much better because it's pretty self-explanatory and intuitive.. I never had to look for longer than 10 seconds."

Participant from user testing

Learning

Clarity over Simplicity

One of my biggest learnings from the past year is that clarity—not simplicity—should be the ultimate design goal. Clarity enables users to truly understand and navigate a product, while simplicity can sometimes create the illusion of ease without real comprehension.

When we realized our design was too complex for users to understand and take action on, we attempted to remove elements—only to find that stripping away too much led to even greater confusion. Users lost trust due to the lack of context and transparency.

Then I learnt that a design that looks simple isn’t necessarily clear or intuitive. Too often, we strive for visual simplicity but overlook the essential context that helps users achieve their goals effortlessly. True clarity ensures that users can grasp and navigate an experience with confidence.

Leverage data and visualize your analysis to communicate & align on design effectively

When advocating for a user-centered approach, these tools help ground discussions in evidence rather than opinion, making it easier to align stakeholders. If you need to push back on a decision with your PM, use data-backed insights and visual storytelling to illustrate potential pain points, inefficiencies, or misalignments with user needs. A well-crafted visualization not only strengthens your argument but also fosters productive dialogue, ensuring that design choices are driven by clarity, usability, and business impact.

As designers, we often develop an intuitive sense of what works and what doesn’t—and that instinct is worth trusting. If something feels confusing, forced, or misaligned, chances are your users will feel the same way. Leveraging these communication tools has been instrumental in building my confidence when advocating for better design decisions.

Curious about Skills?

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Get in touch

heywenjingliu@gmail.com

Get in touch

heywenjingliu@gmail.com

Get in touch

heywenjingliu@gmail.com