Microsoft Partner Marketing Program

Polishing the process to produce thousands of custom assets

Microsoft’s Partner Demand Generation Program (PDG) enables businesses within Microsoft’s 300k partner ecosystem to run custom, co-branded marketing campaigns that drive demand and intelligent lead generation opportunities at a global scale. 

This highly successful program has generated 2,500+ campaigns for over 300 Microsoft partners, generating 150k qualified leads and influencing over $500M in revenue in FY2020. 

Personal contributions:

  • 240+ visual concepts designed

  • 800+ co-branded deliverables executed

  • Lead art direction for 38% of the 400+ FY 2019/2020 campaigns

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The [designer’s] challenge: 

For each campaign, the designer’s role consists of three stages:

  1. Absorb and establish a thorough understanding of each new partner’s B2B unique solution, brand, and campaign’s strategy

  2. Thoughtfully design and present multiple on-brand, on-target, visual concepts that delight the partner

  3. Execute custom, co-branded deliverables in a high-quality, high-value, high-volume capacity.

Designer’s receive 2–3 campaign kickoffs each week, with each campaign averaging an eight-week span. Digesting, recalling, and executing an ever-rotating carousel of brand information became an additional challenge to a demanding schedule.

 
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The opportunity

As the program rapidly grew, I intuitively saw the need for an additional set of templates and tools, that would allow designers to quickly approach the continual influx of each new brand and brief with a fresh set of eyes. 

 
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The solution

I helped establish an agile new designer’s toolkit, including:

  • Creating multi-platform, layered, template files

  • Designing and sharing a library of e-book layout wireframes that set the stage for quick, flexible customization

  • Developing a robust set of paragraph and character styles to established cross-campaign consistency and design efficiency

  • Recording and sharing time-saving action-scripts that cut down repetitive manual tasks

  • Curating central location of received (and found) Microsoft visual assets for team use

  • Setting and detailing step-by-step process checklists for each design stage of the campaign

These time-saving tools allowed the team’s creative energy to shift from “how??”, back to the “why”, returning each new campaign to a fun creative challenge, rather than an overwhelming download of information and implementation.

 
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