Microsoft HELPS: Self-Help Tech Support

Duration

4 months

Team

7 person team (Purdue UXD Experience Studio × Microsoft)

7 person team

(Purdue UXD Experience Studio × Microsoft)

Project Type

UX Research

My Role

I designed and distributed surveys, synthesized secondary research, facilitated workshop activities, and developed platform-specific content strategies with low-fidelity prototypes.

Context

Microsoft's customer support team, MicrosoftHelps, provides proactive tech support through social media, YouTube, Twitter/X, Instagram, and Threads.


Despite being the most digitally connected generation, Gen Z (ages 18–25) wasn't engaging with MicrosoftHelps content. I wanted to understand why, figure out which platforms actually mattered, and rethink their content strategy.

Deliverables

A comprehensive research insights report, platform-specific content strategies for 7 platforms, and low-fidelity prototypes with design rationale.

Impact

Our research and recommendations informed MicrosoftHelps' content strategy across YouTube, Twitter/X, Instagram, Threads, and three new platforms (TikTok, Reddit, LinkedIn). Findings gave the team a research-backed rationale for where to invest, where to maintain, and where to deprioritize.

Building the Foundation

We started by understanding two things: how Gen Z behaves on social media, and what MicrosoftHelps was currently doing across platforms.

Secondary research affinity diagram

Through secondary research, we mapped Gen Z's habits. Key findings:

  • Gen Z has an 8-second attention span but engages deeply with visual, concise, identity-relevant content

  • They prefer short-form video and dislike anything that feels like direct advertising

  • 90% expect companies to have an active social media presence


We then audited MicrosoftHelps' existing accounts and ran a competitive analysis across Apple Support, Samsung Care, HP Support, and Dell Cares to benchmark content strategies.

121

80%

50%

Total survey respondents across two rounds.

Had used social media to resolve tech issues.

Were unaware MicrosoftHelps existed

on social media.

What the surveys revealed

Our preliminary survey (43 respondents) confirmed that YouTube, Reddit, and TikTok were the top platforms Gen Z used for tech support. Short videos were the most engaging format, and troubleshooting help was the most wanted content, not product launches or software updates.

What the surveys revealed

Our preliminary survey (43 respondents) confirmed that YouTube, Reddit, and TikTok were the top platforms Gen Z used for tech support. Short videos were the most engaging format, and troubleshooting help was the most wanted content, not product launches or software updates.

Going deeper

Our follow-up survey (78 respondents) dug into platform-specific preferences. YouTube was easiest for finding information. Twitter was valued for community but hard to navigate. Instagram lacked depth. Threads had essentially never been used for tech support.

Going deeper

Our follow-up survey (78 respondents) dug into platform-specific preferences. YouTube was easiest for finding information. Twitter was valued for community but hard to navigate. Instagram lacked depth. Threads had essentially never been used for tech support.

Gen Z will engage when they need help, but they won't follow unless the content consistently adds value to their daily workflow.

Testing content

To move beyond self-reported preferences, I ran an in-person workshop with Gen Z participants using two methods:


  1. 5-second testing — showing content types (infographics, GIFs, short/long videos, carousels) briefly to replicate scrolling through a feed. Participants didn't know the content was tech support related.

  2. Card sorting — ranking platforms for tech support and rating thumbnail designs as liked, disliked, or indifferent.

Participants classifying thumbnails based on preference

What worked

Clean infographics with minimal text, short videos with engaging narration, smooth GIF animations, and content themed around relatable topics like gaming.

What worked

Clean infographics with minimal text, short videos with engaging narration, smooth GIF animations, and content themed around relatable topics like gaming.

What didn't

Text-heavy designs, ambiguous messaging, overly long videos, niche topics that lacked broad appeal, and design choices like low-quality graphics or bad color contrast.

What didn't

Text-heavy designs, ambiguous messaging, overly long videos, niche topics that lacked broad appeal, and design choices like low-quality graphics or bad color contrast.

Translating research into strategy

Youtube

Where Gen Z gets visual, step-by-step how to's and hacks fast.

Before

Playlists organized only by product.

After

Reorganised into Troubleshooting, Feature-Focused, and Thematic categories.

Redesigned thumbnails

Redesigned channel

homepage cover

Include welcome video

Youtube

Where Gen Z gets visual, step-by-step how to's and hacks fast.

Before

Playlists organized only by product.

After

Reorganised into Troubleshooting, Feature-Focused, and Thematic categories.

Redesigned thumbnails

Redesigned channel

homepage cover

Include welcome video

Twitter

Where Gen Z uses Twitter for a sense of community and real-time updates.

Targeted Hashtags

Pinned tweets & threads

Twitter

Where Gen Z uses Twitter for a sense of community and real-time updates.

Targeted Hashtags

Pinned tweets & threads

Instagram

Instagram is a creative, visually-driven space for self-expression, staying on top of trends, and connecting through authentic, aesthetic content.

Create thumbnail style

Story highlights

Instagram

Instagram is a creative, visually-driven space for self-expression, staying on top of trends, and connecting through authentic, aesthetic content.

Create thumbnail style

Story highlights

Threads

Allows users to share text updates and participate in public discussion.

Maintain presence but limit investment

Stay active on Threads but avoid significant investment as the platform's current performance seems tied to its popularity rather than inherent features or unique engagement opportunities.


  • Focus on cross-posting content from Twitter (X) to Threads as the formats align closely.

  • Leverage Instagram's promotion of Threads to maintain visibility without additional effort.

  • Avoid developing platform-specific strategies or changes unless Threads gains unique traction or differentiating features in the future.

Threads

Allows users to share text updates and participate in public discussion.

Maintain presence but limit investment

Stay active on Threads but avoid significant investment as the platform's current performance seems tied to its popularity rather than inherent features or unique engagement opportunities.


  • Focus on cross-posting content from Twitter (X) to Threads as the formats align closely.

  • Leverage Instagram's promotion of Threads to maintain visibility without additional effort.

  • Avoid developing platform-specific strategies or changes unless Threads gains unique traction or differentiating features in the future.

Additional Platforms

Expanding Microsoft's tech support reach through targeted platform strategies.

LinkedIn

Tiktok

Reddit

  • Create an official Microsoft Helps subreddit to provide centralized support and foster a community-driven approach for troubleshooting and tips.

  • Leverage Reddit-specific features like User Flairs, Awards, and AMAs (Ask Me Anything) to build trust and foster direct engagement with the community.

Additional Platforms

Expanding Microsoft's tech support reach through targeted platform strategies.

LinkedIn

Tiktok

Reddit

  • Create an official Microsoft Helps subreddit to provide centralized support and foster a community-driven approach for troubleshooting and tips.

  • Leverage Reddit-specific features like User Flairs, Awards, and AMAs (Ask Me Anything) to build trust and foster direct engagement with the community.

Genderal Recommendations

1

2

3

Content should be tailored to each platform, as different audiences expect different types of engagement.

To maximize clarity, thumbnails should feature clear and concise messaging. Consistency in design, such as using a brand-aligned theme with recognizable icons, fosters trust and recognition.

Promoting @MicrosoftHelps on the main Microsoft support website ensures greater visibility and accessibility for users.

Genderal Recommendations

1

2

3

Content should be tailored to each platform, as different audiences expect different types of engagement.

To maximize clarity, thumbnails should feature clear and concise messaging. Consistency in design, such as using a brand-aligned theme with recognizable icons, fosters trust and recognition.

Promoting @MicrosoftHelps on the main Microsoft support website ensures greater visibility and accessibility for users.

Reflection

This was my first time doing UX research in a semester long project and it pushed me in ways I didn't expect. I got to contribute to every part of the process which helped me see how each phase feeds into the next. The biggest thing I took away was how different people's stated preferences are from their actual behavior. I also got more comfortable with giving sponsors advice they might not want to hear. Telling Microsoft to deprioritize Threads wasn't fun, but sometimes the most useful thing research can do is show you where not to spend your effort.

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