Role
User Research
Art Direction
Data Visualization
Illustrator
Tools
Figjam
Google Slides
Illustrator CC
Slack
Timeline
2 weeks
The Problem
While the SVP had bountiful information to share with our Loan Officers (LOs), the data being presented was a bit disorganized and difficult to follow. Additionally the presentation didn't follow the company's brand guidelines.
The Solution
To resolve this problem, we re-designed the entire presentation to create a visual interest to the viewer, re-created any graphs and charts to ensure they were clear and easy to follow, and reorganize pieces of listed data to showcase them in a visual and more clear way using charts, imagery, and a branded set of iconography.
Wireframes
We started by taking the bones of the presentation that the SVP created, and re-structured them in order to find the best flow. We looked through all pieces of data that were provided, and researched the best methods of displaying the information (we primarily went with bar charts, pie charts, tables and infographics).
Pattern
To create visual interest throughout the presentation, we pulled a brand element that we had been utilizing throughout our marketing assets. We utilized circles to draw your eye across the page, to guide you through and ensure you're looking at all of the provided information.
Iconography
We designed a set of icons to be utilized in various infographics that would easily inform the user of the topic at hand. The icons were created with one of Nielsen’s heuristics in mind, creating a match between system and the real world. This was accomplished using items that would be easily recognizable to users, reflecting items they would see on a daily basis.
Data Visualization
To create visual interest throughout the presentation, we pulled a brand element that we had been utilizing throughout our marketing assets. We utilized circles to draw your eye across the page, to guide you through and ensure you're looking at all of the provided information.
Final Product
After going through a few rounds of edits, as well as some copy changes, we came out with our final product.
By the time the videos were shot, we ended up with a 60 slide presentation. Use the arrows to scroll through and learn about Agent-LO relationships!
Three key learnings
LOs respond well to data, and have an appreciation when it is presented in an easily digestible way
LOs prefer a more corporate design (as in the use of photographs vs. illustration)
If I were to go back and redo this project, I would tackle the first two slides that contain bar graphs with boxed in data. While I believe this was a more interesting way to showcase the data, I believe there are more effective ways the data could be represented.
