The biggest challenge was balancing two competing needs:

• Newer users needed enough context to feel confident

• Experienced admins needed a fast path to deployment

My strategy was to introduce progressive disclosure:

Start with the essentials:

• Clear value proposition

• Key benefits

• Deployment expectations

• Required actions

Allow users to go deeper:

• Advanced configuration details

• Additional technical information

• FAQs and supporting guidance

This ensured users could quickly understand the value of the agent before deciding whether to deploy.

As part of the PLG strategy, I partnered with product and marketing teams to create A/B tests that evaluated different messaging approaches across Purview entry points.

Testing revealed that users responded best to specific, actionable value messaging rather than broad or abstract benefit statements.

For example, users preferred messaging that clearly explained what an agent would help them accomplish, rather than higher-level marketing language about the overall value of the product.

These insights informed future messaging strategies across Purview and reinforced the importance of leading with concrete user outcomes.

I introduced a default settings strategy to reduce decision fatigue and guide users toward recommended security practices.

Rather than requiring users to make complex configuration choices upfront:

• Recommended secure options were selected by default

• Advanced users could customize settings when needed

This approach helped users move forward confidently while still preserving flexibility for experts.

During research, I noticed users had recurring questions before deployment.

Instead of directing users to external documentation, I proposed creating an in-product FAQ experience.

This helped:

• Keep users in the deployment flow

• Reduce friction

• Provide answers at the moment of need

• Build trust before users took action