An InfoCepts advisory team made up of data storytelling and technology experts came in and defined a strategy to implement a data storytelling approach within the existing reporting platform. Our project team subsequently deployed it.
Through a four-step “Design Thinking and Data Storytelling” workshop, InfoCepts identified specific user adoption-related challenges and their reluctance in using the analytical applications. Empathy, Define, Ideate, and Design stages define this process.
Empathy – Using a Lean Canvas approach, this first step holistically reveals a 360-degree perspective of all challenges from the users’ perspective. Also assessing existing analytical reports and applications, the team fleshed out strategic, analytical, and operational personas to understand users’ analytics experience.
Define – Next, a card sorting activity combined three stakeholder aspects – user, need, and insight – providing an actionable problem statement that drives the data storytelling effort. Essential in revealing similarities/differences between multiple user groups, this yields “Must Have, Good to Have, Good to Have on Demand, and Prefer Not to See” buckets. It identifies and groups datasets, then prioritizes and sequences data to lay out the visual analytical application hierarchy.
Ideate – To provide a visual depiction of screens, information, and actions in sequential order, we then conducted multiple storyboarding sessions. Radical application design alternatives were considered, this resulting in a blueprint that considers different user groups and their journeys (navigation flow). It sets the stage for how decision-makers will receive, view, and interact with essential business information.
Design – Partnering with our client and following best practices, our data storyteller team leveraged their visualization and UI/UX knowledge to prototype compelling data visualizations and interfaces for its multiple analytical apps. Sparking conversations and resolving disagreements among users, prototypes represent data in a meaningful way and assist with getting early buy-in from stakeholders.
InfoCepts then provided development support through to go-live, then helped socialize the new apps within the organization. Post-launch, we closely monitored usability to measure user adoption and record business benefits. Considering its iterative approach, InfoCepts helped assure project completion within the planned timeline.