Pre-Launch Checklist for Azure Marketplace Publishers

Prepare your SaaS solution for a successful launch on Azure Marketplace with this comprehensive pre-launch checklist covering setup, certifications, and marketing.

Pre-Launch Checklist for Azure Marketplace Publishers
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Want to publish your SaaS solution on Azure Marketplace? Here’s a quick guide to get started.

Key Areas to Focus On:

  1. Technical Setup
    • Integrate with Azure (e.g., Active Directory, billing APIs).
    • Meet security standards like malware scanning and secure authentication.
    • Test performance with tools like Azure Load Testing and Monitor.
  2. Certifications
    • Ensure compliance with Azure’s listing rules (e.g., privacy policy, landing page).
    • Validate security, technical, and business requirements.
  3. Pricing Strategy
    • Choose a pricing model: Flat rate, per user, or usage-based.
    • Set up accurate usage tracking with custom meters.
  4. Marketing Readiness
    • Optimize your listing with logos, videos, and descriptions.
    • Leverage Microsoft’s co-selling opportunities and partner resources.

Quick Tips for Success:

  • Test your purchase flow and deployment process before launch.
  • Align your pricing with market demands and usage patterns.
  • Ensure all certifications and documentation are up to date.

By following these steps, you can prepare your SaaS solution for a smooth launch and maximize visibility on Azure Marketplace.

Microsoft Commercial Marketplace - Publish SaaS Listing

Technical Setup

Prepare your system by ensuring proper integration, security measures, and performance testing.

Azure Integration Steps

Here’s a quick guide to the integration process:

Component Setup Needed
Authentication Connect with Azure Active Directory
Billing System Configure Marketplace APIs for transactions
CRM Integration Set up lead management tools
Resource Management Use Azure Resource Manager templates

When naming your offer, stick to lowercase letters, numbers, dashes, or underscores. This can't be changed after publishing, so choose wisely.

After integration, focus on meeting security requirements to align with marketplace standards.

Security Standards

Security checks are thorough and include:

  • Automated Scanning: Detect malware and monitor network calls.
  • Package Analysis: Review code and verify dependencies.
  • Policy Compliance: Ensure data privacy and credential management meet guidelines.

Resolve all warnings before clicking "Go live." The certification process will review:

  • Business eligibility documents
  • Content quality and relevance
  • Technical setup
  • Privacy policy and terms of use
  • Support contact details

After meeting security requirements, test system performance to handle real-world demand.

Load Testing

Start performance testing early. Azure offers several tools to help:

Tool Purpose
Azure Load Testing Simulate high-scale traffic
Azure Monitor Track real-time performance
Application Insights Analyze user behavior
Azure Pipelines Integrate CI/CD workflows
Azure Chaos Studio Test system resilience

Simulate production scenarios and focus on key metrics like:

  • Response times
  • Resource usage
  • Throughput
  • System stability

Set performance benchmarks and continuously monitor with Azure Monitor and Application Insights to spot and fix bottlenecks.

Required Certifications

Once your technical setup is confirmed, the next step is ensuring your offer meets the necessary certification standards. Use this checklist to complete technical, compliance, and business validations.

Listing Rules

To be listed on Azure Marketplace, your offer must meet specific requirements:

Component Requirement Details
Platform Integration Your offer must primarily operate on Microsoft Azure.
Authentication Support both Azure AD Single Sign-On (SSO) and Microsoft Account types.
API Integration Implement the SaaS Fulfillment APIs and, if applicable, the metered billing API.
Landing Page Ensure your landing page is functional, accessible, and includes configuration details without requiring installations or downloads. Follow Microsoft's guidelines.
Documentation Provide a privacy policy, terms of use, and support contact information.

Additionally, all content must comply with Microsoft's Trademark and Brand Guidelines and avoid any inappropriate material.

Azure Standards

Your technical and business setup must meet Azure's certification criteria, which involves multiple validation steps to ensure compliance.

1. Security Validation

This step evaluates your security measures, focusing on:

  • Secure deployment methods for Azure tenant components.
  • Proper implementation of Azure AD authentication.
  • Limited permissions for Microsoft Graph API (e.g., User.Read only).

2. Technical and Business Requirements

The certification process also checks:

  • Integration with Microsoft services.
  • Correct implementation of APIs.
  • Microsoft AI Cloud Partner Program membership.
  • Required competencies and levels.
  • Business eligibility documentation.

If your offer doesn't meet the requirements, you'll receive a detailed report outlining the issues. Address these, then resubmit. During the Preview phase, test your purchase flow and lead generation to ensure everything works smoothly.

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Pricing Setup

Set up your Azure Marketplace pricing with a straightforward model and accurate tracking.

Price Model Options

Azure Marketplace provides three main pricing models for SaaS solutions:

Pricing Model Description Best For
Flat Rate Fixed subscription fee charged regularly Services with steady usage patterns
Per User Subscription fee based on the number of users Collaborative tools or team-based solutions
Usage-Based Charges tied to consumption metrics Services with fluctuating resource usage

Pick the model that aligns with your service delivery and how customers use your product [1].

Next, focus on configuring pricing specifically for the US market.

US Market Settings

When setting up pricing for US listings, follow these guidelines:

  • Use USD and account for the 3% marketplace service fee.
  • Offer these payment methods:
    • Credit card payments
    • Monthly invoice billing
    • Enterprise Agreement billing

Note: Azure credits cannot be applied to software license fees from publishers.

Usage Tracking

For usage-based pricing, ensure a strong tracking system is in place:

  1. Define Custom Meters
    Create up to 30 custom meters to monitor key usage metrics, such as:
    • Data processing volumes
    • Transaction counts
    • API calls
    • Storage usage
  2. Implementation Requirements
    Your system must:
    • Submit usage data to Microsoft within one hour.
    • Track usage per customer for each meter.
    • Accurately calculate consumption charges.
  3. Testing Protocol
    Before launching, confirm your metering system can:
    • Record billable events.
    • Provide accurate usage reports.
    • Process charges correctly.
    • Handle simultaneous sessions efficiently.

Keep in mind that consumption-based offers are non-refundable once utilized [1].

Marketing Setup

Your Azure Marketplace presence needs well-thought-out marketing assets to attract customers and boost visibility.

Listing Content

Asset Type Specifications Purpose
Logo PNG format in 48x48, 90x90, and 216x216–350x350 px Ensures brand recognition across the marketplace
Screenshots 1280x720 px, up to 5 images Highlights key features visually
Product Video 60–90 seconds Explains value and functionality concisely

Title and Description Tips

  • Use a title packed with relevant keywords to match search habits.
  • Clearly state your value proposition right away.
  • Focus on customer benefits rather than just listing features.
  • Incorporate well-known industry terms.

Once your listing is optimized, tap into Microsoft's sales channels to expand your audience.

Microsoft Sales Channels

Engage with Microsoft's ecosystem through the AI Cloud Partner Program to benefit from:

  • Access to enterprise customer accounts
  • Co-selling opportunities alongside Microsoft
  • Resources from the partner community
  • Marketing tools to enhance your efforts

Marketing Materials

Pair your technical readiness with a strong market presence by preparing these key assets:

Documentation

  • White papers showcasing technical capabilities
  • Product datasheets
  • Implementation guides
  • Customer success stories (in PDF format)

Digital Assets

  • Marketplace badges for your website
  • Landing pages with tracking capabilities
  • Ready-to-use email templates
  • Social media content

When creating product videos, focus on the customer. Address their challenges and keep the runtime between 60 and 90 seconds [2].

Launch Readiness

Before launching, ensure your Azure Marketplace listing meets all required standards.

Quality Check

A detailed quality review can help you avoid certification issues and delays. Pay attention to these key areas:

Validation Type Key Checks Common Problems
Technical - Malware scanning
- Network call monitoring
- Package analysis
- Functionality testing
- Failed automated tests
- Integration errors
- Performance issues
Content - Accurate offer title
- Complete descriptions
- High-quality images/videos
- Missing value propositions
- Broken links
- Low-quality assets
Business - Active Partner Program status
- Verified competencies
- Support readiness
- Expired certifications
- Incomplete documentation
- Missing support channels

Once the quality review is done, move on to the final pre-launch steps.

Pre-Launch Tasks

Complete these tasks before submitting your listing:

  1. Technical Validation
    • Ensure all automated checks pass.
    • Test the purchase flow and deployment process thoroughly.
    • Document testing notes in the Partner Center's "Notes for certification" section.
  2. Content Review
    • Make sure the offer title aligns with your website promotions.
    • Include 2-3 clear paragraphs outlining value propositions in the description.
    • Verify that categories accurately reflect your solution's capabilities.
    • Check that all links lead to public, accessible pages.
    • Ensure support contact details are up to date.
  3. Purchase Flow Testing
    • Test the complete setup process to confirm it works as expected.
    • Verify customer leads are correctly sent to your CRM system.
    • Confirm trial activations function without issues.
    • Ensure pricing tiers display and process correctly.

After completing these steps, confirm your operational teams are ready for launch.

Team Coordination

Get all departments aligned and prepared:

  • Technical Team: Double-check validations, prepare for post-launch monitoring, and set up alert systems.
  • Marketing Team: Plan announcements, finalize onboarding materials, and configure analytics tracking.
  • Support Team: Train the team on potential customer questions, set up escalation procedures, and test ticket-routing systems.

Finally, review all warnings in the Partner Center and confirm every page displays "Complete" before proceeding with the launch.

Conclusion

Launching successfully on Azure Marketplace requires thorough preparation in areas like technical setup, compliance, pricing, and marketing. These factors are essential for strong market performance and attracting customers.

WeTransact simplifies the Azure Marketplace publishing process with tools, certification learning paths, and advisory services. These resources help publishers meet technical standards and stay compliant.

Here’s a quick overview of the key components:

Launch Component Key Success Factors Impact on Market Performance
Technical Setup Validating Azure integration, ensuring security compliance, and conducting load testing Reduces post-launch issues significantly
Compliance Maintaining up-to-date certifications and following listing rules Speeds up the approval process
Pricing Strategy Aligning pricing with market trends and setting up usage tracking Improves revenue opportunities
Marketing Assets Clear value propositions and high-quality content Boosts visibility and engagement

These steps, detailed throughout this guide, provide a solid framework for launching on Azure Marketplace. After launch, maintaining success requires ongoing efforts - such as updating support channels, tracking performance metrics, and keeping marketing materials fresh.

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